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Managing your account settings

Update your profile, picture, password, and preferences

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Screen 1 Account settings page

Changing your profile picture

  1. Go to Account settings > My Account.
  2. Click the pencil icon on your current profile picture.
  3. Upload an image file:
    • Supported formats: SVG, PNG, or JPEG
    • Recommended size: 300 x 300 pixels (PNG/JPEG)
  4. Crop the image as needed.
  5. Click Save.

Your profile picture is visible to customers in the booking plugin and in appointment confirmation emails.

Updating your contact details

Go to Account settings > My Account to update the following fields:

Field Description
First name Your first name as displayed to customers and colleagues
Last name Your last name as displayed to customers and colleagues
Email Your email address used for login and notifications
Phone number Your contact phone number
Function Your job title or function (visible to customers)
Introduction A short introduction about yourself (visible to customers)
Video link A link to your video conferencing room (used for video appointments)

Click Save after making changes.

Requesting a password change

  1. Go to Account settings > Security.
  2. Under Password, click Reset password.
  3. Follow the instructions in the email to change your password.
Screen 2 Password section with the Reset password button

Viewing authentication details

  1. Go to Account settings > Security.
  2. Under Authentication details, view your Email and External ID.

Your system administrator maintains these details. You cannot change them from this page.

Changing language and timezone

  1. Go to Account settings > Application Settings.
  2. Select your preferred Language from the dropdown.
  3. Select your Timezone.
  4. Click Save.

Language and timezone changes apply only to your account. They do not affect other users.

Viewing your role and offices

Go to Account settings > My Account to view:

  • Active – Whether your account is active and available for appointments.
  • Online planning – Whether customers can book appointments with you through the plugin.
  • Roles – The role toggles showing which roles are assigned to you (Agent, Office Manager, Administrator).
  • Assigned offices – The offices you are linked to for appointment scheduling.

Only an Office Manager or Administrator can change your roles and office assignments. Contact them if updates are needed.