get setup

Set Up Your Business Profile

Before you can automate anything, you’ve got to lay the foundation—and that starts with your business profile inside OTMS. In this video, you’ll learn how to set up your business info the right way so your emails, calendar bookings, invoices, and more all reflect your brand. We’ll walk you through each section, explain why it matters, and help you avoid common mistakes.

Watch the Training Video Below

Do It Now: Quick Steps

  1. Go to Settings (bottom left gear icon)

  2. Click Business Profile

  3. Upload your correctly sized logo

  4. Enter your Friendly Name (what clients see) and Legal Name (your official biz name)

  5. Add your business email, phone, website, and niche

  6. Fill out your business type, industry, and registration info (like EIN)

  7. Set your business address and timezone (important!)

  8. Add your Authorized Representative (usually you)

  9. Review any optional general settings

  10. Click Update or Save at the top

Pro Tip

Think of this as your business “basecamp.” Every tool inside OTMS—from calendar links to client emails—pulls from this info. Take 3 minutes now to set it right and avoid confusion later (especially with timezones and branding).

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