---
title: "set up your business information"
description: "Learn all about setting up your business information and access our step-by-step instructions, FAQs, and everything you need to know!"
url: https://help.ivorey.io/en/articles/9574605-set-up-your-business-information
collection: "getting started with ivorey"
updated: 2026-11-04
language: en
---

# set up your business information

Learn all about setting up your business information and access our step-by-step instructions, FAQs, and everything you need to know!

## before you dive in

Your business settings determine key aspects in your account, like your currency, location and time zone. Let's customise them to suit your business before you dive into setting up the rest of your account.  
  
This guide is perfect if you want to:

-   Set up your business name, logo, and contact details so they display correctly across ivorey
    
-   Make sure invoices and proposals reflect your official business address and registration details
    
-   Set your timezone and platform language for accurate scheduling and a smoother day-to-day experience
    
-   Configure contact settings like duplicate detection and email compliance to keep your account running cleanly
    

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## customise your business profile settings

Your business profile holds the core information about your business, which quietly powers everything from invoices to automated emails to various registrations and connections. It's worth taking a few minutes to fill this out properly before moving on to the rest of your setup.

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### step 1: customise your general information

Your General Information feeds into custom fields, invoices, and emails across ivorey, so it's important to set these details from the start.

click here for the written steps

1.  From the main ivorey menu, go to **Settings** > **Business Profile**
    
2.  In the **General Information** window, click the **\[Upload\]** button, to upload your **Business Logo**
    
3.  Set your **Friendly Business Name** - this will be the name of your ivorey account (please don’t set this to “ivorey” but rather your name, or business name)
    
4.  Add your official **Legal Business Name** - this should match what is used on your business registration documents
    
5.  Add your **Business Email** and **Phone Number**
    
6.  (optional) Create a **Branded Domain** - refer to our [Set Up a Branded Domain](https://help.ivorey.io/en/articles/12067298-set-up-a-branded-domain.md) guide to learn more
    
7.  Enter the URL for your **Business Website** (if you have one)
    
8.  (optional) Select your **Business Niche**, from the drop-down, or type one in
    
9.  Set the default **Business Currency** for your account - if you sell in multiple currencies, you’ll still be able to select different currencies when creating products etc.
    
10.  When you’re done, click the **\[Update Information\]** button, at the bottom of the window
     

**Note:** At the top of the **General Information** window, you can find your **Location ID** \- this is a unique code for your ivorey account, which you can use when creating API keys and more.

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### step 2: add your location

Your location details affect things like invoicing and scheduling, so make sure these match your official business information.

click here for the written steps

1.  In the **Business Physical Address** window, on the right-hand side, add your business's physical **Street Address**, which will appear on invoices and proposals - this should match what is used on your business registration documents
    
2.  Select your **Country** from the drop-down > and select your **Time Zone**, to ensure accurate scheduling and calendar settings
    
3.  Select the **Platform Language** of your preference, from the drop-down - this determines the language for your ivorey account backend and for checkout pages seen by your clients (invoices, payment links, subscriptions, forms and course purchases)
    
4.  Select your preferred **Outbound communication language for custom values** - this determines the language for custom values (used in automated emails and notifications)  
      
    **Note:** Refer to our [Custom Values](https://help.ivorey.io/en/articles/11631559-all-about-custom-values-a-master-help-guide.md) guide to learn more.
    
5.  When you’re done, click the **\[Update\]** button, at the bottom of the window
    

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### step 3: additional information

This section covers your business type, industry, and registration details which used to keep your account information accurate and compliant.

click here for the written steps

1.  In the **Business Information** window, on the left-hand side, select your **Business Type** (e.g. Corporation, Non-profit, etc.) > and your **Business Industry** (e.g. Online, Education, etc.) from the drop-downs
    
2.  Select your **Business Registration ID Type**, from the drop-down > and enter your **Business Registration Number** (or tick the box if your business is unregistered)
    
3.  Select the applicable **Business Regions of Operations** for your business (you can select multiple)
    
4.  When you’re done, click the **\[Update Information\]** button, at the bottom of the window  
      
    **Note:** These details should all match what is used on your business registration documents.
    
5.  (optional) If your business has an authorised representative (whether that is you or someone else), please fill in the details in the **Authorized Representative** window, on the right-hand side:
    
    1.  The representative’s **First** and **Last Name** \> and **Email** address
        
    2.  Select their **Job Position** \> and enter the **Phone Number**
        
    3.  Click the **\[Update Information\]** button, at the bottom of the window
        

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### step 4: general and contact settings

These settings control how ivorey manages your contacts behind the scenes, from duplicate contacts to compliance, to keep your account running smoothly.

click here for the written steps

1.  In the **General** window, on the right-hand side, check the boxes for the settings you want to enable:
    
    1.  **Merge Facebook contacts from Messenger conversations** - automatically merge contacts created from Facebook Messenger conversations with matching contact names
        
    2.  **Merge Facebook contacts from Facebook Lead Form submissions** - automatically merge contacts created from Facebook Lead Form submissions with matching contact names
        
    3.  **Disable Contact Timezone** \- we recommend leaving this **enabled** (unchecked) if you work with clients in other timezones (this affects time settings for emails, notifications and other automations which you may want tailored to your client’s time)
        
    4.  **Bot Detection** - this helps prevent falsely inflated statistics and automation triggers, from bots opening or clicking emails
        
    5.  **Verify Email Address** \- verify an email address before the first email is sent to any new email address in your account, and every 3 months thereafter (recommended to prevent high email bounce rates)  
          
        **Note:** This does come at a small fee, hover over the **\[i\] information icon** to see the rate.
        
    6.  **Make Email Compliant** \- automatically add an unsubscribe link to the bottom of all emails > click **\[Customize\]** to edit the unsubscribe message  
          
        **Note:** Our email templates already include this, but this is helpful to apply to any new emails you create from scratch or not using our templates.
        
2.  In the **Contact Deduplication Preferences** window, on the right-hand side, toggle ON to **Allow Duplicate Contact** or if you leave it toggled OFF:
    
    1.  Choose your preference for how to **Find existing contacts** from the drop-down, either by **Email** or **Phone**
        
    2.  Then select the other option, or **None**, under the **Second preference** drop-down
        

> **Success:** Congratulations! You've tailored your ivorey business settings to reflect your brand and business needs. If you run into any issues or have questions, reach out to our support team via the help widget.

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## need help?

Hit the support chat widget inside ivorey - we can:

-   Walk you through any of the steps
    
-   Troubleshoot anything that’s not working
    

We’re here and ready to help via the chat widget in the bottom right of your ivorey account. Or if you are looking for done-for-you support, you can browse our current services [here](https://ivorey.io/services) 🤍

## Related

- [start here: the ivorey foundations checklist](https://help.ivorey.io/en/articles/10052206-start-here-the-ivorey-foundations-checklist.md)
- [set up your payment processor](https://help.ivorey.io/en/articles/9574641-set-up-your-payment-processor.md)
- [create a brand board](https://help.ivorey.io/en/articles/10050473-create-a-brand-board.md)
- [add and manage account users](https://help.ivorey.io/en/articles/9574613-add-and-manage-account-users.md)
- [apps included in your subscription](https://help.ivorey.io/en/articles/12078751-apps-included-in-your-subscription.md)