Profile Setup

• The user needs to complete their profile to 100% for a seamless experience with Inboxlogy.
• To complete the profile setup, click on Options, then select "Profile Settings".

• Profile Details:

• First Name & Last Name: These fields are prefilled but can be edited if needed.

• Email Address: This field is fixed and cannot be edited.

• Phone Number: Enter your phone number with the correct country code.

• Job Title: Add your job title (optional if not mandatory).

• Preferred Support Method: Select how you would like to receive support – WhatsApp or Slack.

• Referral Code: Enter a valid referral code (if you have one).

• Save Changes: Once updated, click Save Changes to confirm.

• Working hours:

  

• Select time zone: Choose the time zone you operate in.
• Start time: Select the time when you begin your working day.

• End time: Select the time when you finish your working day.

• Company Details:

• Company name: Enter your full, legal business name.
• Company website: Provide the URL of your company's official website.
• Company address line 1 & 2: Enter your street address. Use Line 2 for apartment/suite numbers if necessary.
• City, State, Zip Code: Input the location details of your registered company address.
• Country: Select the country where your company is registered from the dropdown menu.
• Tax id (Optional): Enter your company's Tax ID only if required for billing or compliance.

• Save Changes: Once updated, click Save Changes to confirm.

• Billing Details:

• Billing email address: This is the email address where all invoices, receipts, and payment notifications will be sent.
• "Add an email address": Click the button to add an email address. A pop-up will appear where you can enter the email address you want to use for billing.

• Save Changes: Once updated, click Save Changes to confirm.

• Profile completeness:

• Profile completeness: This indicator shows how much of your necessary profile information has been provided.
• Add Personal details: Status check for the Profile Details section.
• Add Company details: Status check for the Company Details section.
• Add Billing details: Status check for the Billing Details section.
• Once all details are filled in, you can create an order.