Follow the steps below to update your Name, Phone Number, Email Address, and more. Keep in mind, if you are the consultant presenting a proposal, this information will be visible to your customer on a Presented Proposal.
How do I update my User Profile?
Step 1: Go to the Office
Step 2: In the top right corner, click "My Profile"
Step 3: Here you will find the fields you can edit including your name, phone number, email address, and more.
Step 4: Any changes you make to this page, remember to click SAVE at the bottom.
*Note: To update a user's email address please reach out to support via the chatbox or emailing support@oncallair.com