Setup task
Set up your business profile
Create the business record users will recognize across invites, schedules, reports, and billing.
Audience: Owner or admin
Walkthrough video
Business profile walkthrough
Add a short screen recording that shows where to set name, timezone, operating days, owner account, and closed-date rules.
What to do
Follow these steps in order. Keep it simple — refine after the first real workflow works.
- 1Open business settings and confirm the public name your staff will recognize.
- 2Set timezone to the branch operating timezone before creating appointment windows.
- 3Confirm business week, closed dates, holiday rules, and default country.
- 4Add the owner account first, then add admin accounts after access rules are reviewed.
- 5Review billing readiness only after workspace owner and admin roles are correct.
You're done when…
Use this quick check before moving to the next setup task.
- Business name appears correctly in invites and notifications.
- Timezone matches where daily schedules are managed.
- Closed dates are entered before bookings are accepted.
- Owner and admin roles are assigned to the right people.
Why this matters
How this task connects to the rest of the product.
- Feeds
- Projects, settings, calendar rules, closed dates, invitations, billing, API keys, and every project-scoped record.
- Depends on
- Owner/admin access and account billing readiness.
- Breaks if skipped
- Schedules use the wrong timezone, closed dates do not warn jobs, and team members land in the wrong workspace.
Expected outcome
Set up your business profile
Managers can begin setup without later correcting timezone, ownership, or operating-calendar mistakes.