These settings determine key aspects like your currency, location and time zone. Let's customize them to suit your business before you dive in. Here's a step-by-step guide to set up your business information in IVOREY:
step 1: access your business profile settings:
Log in to your IVOREY account.
Navigate to the "Settings" section of your dashboard. (Bottom left)
Within the Settings menu, you’ll be directed to your business profile where you can edit these details.
step 2: customize your general information:
Upload Your Logo: Make a great first impression by uploading your business logo.
Set Business Names: Define your "Friendly Business Name," and your official "Legal Business Name."
Update Contact Details: Add your business email, phone number, and website.
Specify your Niche: If applicable, you can specify your business niche. (optional)
step 3: add your location:
Physical Address: Add your business's physical address, which will appear on invoices and proposals.
Choose Your Country: Select your country, as this determines the default currency used in checkouts.
Set Time Zone: Specify your time zone to ensure accurate scheduling and calendar settings.
Language Preferences: Set the language for your IVOREY dashboard and outbound communications.
step 4: additional information
Business Details & Representatives (optional): You can provide additional details about your business and information regarding authorized representatives, if applicable.
Contact Settings: Review and adjust settings related to managing contacts.
Your Location ID: Take note of your unique location ID; it may be helpful when contacting IVOREY support.
step 5: save your progress
Don't forget to click "Save" to ensure all your business information configurations are applied.
Congratulations! You've tailored your IVOREY business settings to reflect your brand and business needs. If you run into any issues or have questions, don't hesitate to reach out to our support team.