This guide explains how to update your business information, including your name, address, logo, phone number, privacy policy link, and shared email signature in LeadCenter.ai.

1. Accessing the Business Details Page

To edit your business information:

1. Log in to your LeadCenter.ai account.
2. Click your name in the upper-right corner.
3. Select Settings from the dropdown menu.
4. Under the Basic Settings tab, click Business Name, Address, and Logo.

This opens the Business Details Page, where you can configure all company-related details.

2. Updating Business Information

From this page, you can edit several key fields:

• Business Name:
  Enter or update your official company name. This name will appear throughout LeadCenter.ai, including in public calendars, reports, and communications.
• Business Address:
  Enter your company’s valid physical address. Note: The address is validated and used as your emergency address for phone calls, so ensure it is correct and up to date.
• Phone Number:
  Add a valid business phone number. This number will appear on emails, appointment confirmations, and client communications.

3. Uploading Your Company Logo

You can personalize your LeadCenter account with your company branding:

1. Click Choose File next to the logo field.
2. Select the desired image file from your computer.
3. Upload it to display your logo within LeadCenter.ai.

Your logo will appear on:

• Public calendar pages
• Event registration pages
• Email templates and confirmations

4. Adding Your Privacy Policy Link

Enter the URL to your company’s Privacy Policy.
This link will be included in client-facing communications, ensuring compliance and transparency.

Example:

https://www.yourcompany.com/privacy-policy

5. Setting a Shared Email Signature

You can create a shared email signature that all users in your organization can use when sending emails from LeadCenter.ai.

1. Enter your desired signature text in the Email Signature field.
2. You can include elements such as:
   • Company name
   • Contact information
   • Legal disclaimers
3. Click Save to apply changes.

This shared signature can be inserted into email templates or used in direct messages sent through LeadCenter.

6. Saving Your Changes

After filling in or updating all fields:

• Review the information for accuracy.
• Click the Save button at the bottom of the page.

Once saved, all updates will immediately apply across your LeadCenter account, including emails, appointments, and public-facing materials.

7. Summary

By maintaining accurate and branded business details, you ensure professional, consistent communication throughout your organization’s use of LeadCenter.ai.

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