How do I complete my profile?

Video Walkthrough

Set up your profile after signup. It takes about two minutes. Your timezone matters more than you'd think — it controls the times shown on your calendar, your call recordings, and your lead activity dates.

When you'd do this

Right after signing up, before anything else. Get this done before your first dial so your call timestamps and calendar are correct from the start.

Step 1 — Open Settings

In the left sidebar, click Settings (the gear icon at the bottom). You'll land on the General tab by default.

Step 2 — Fill in your profile information

In the Profile Information section, fill in:

• First Name
• Last Name
• Phone Number — your direct contact number, not your dialing number. You'll set dialing numbers up separately in Settings → Calling.
• Email Address — usually pre-filled from signup.

Optional but recommended: click Upload New Avatar to add a photo. It shows up wherever your name appears in the platform.

Step 3 — Fill in your address information

In the Address Information section, fill in:

• Street Address
• City
• State (50-state dropdown)
• ZIP Code
• Timezone — important; see the next step

Your address is used for tax and billing purposes only. It doesn't affect which leads you see.

Step 4 — Set your timezone correctly

The Timezone dropdown is the single most important field on this page. It controls:

• The displayed time of every call recording
• When your appointments show up on the Calendar
• When Google Calendar syncs events
• The dates shown on your leads ("Date Added", "Last Contact", etc.)

Available options:

• Eastern Time (ET) — New York
• Central Time (CT) — Chicago
• Mountain Time (MT) — Denver
• Pacific Time (PT) — Los Angeles
• Alaska Time (AKT) — Anchorage
• Hawaii Time (HT) — Honolulu
• Arizona Time (AZ) — Phoenix

Pick the timezone where you live and work. If you travel, set it to your home base — don't change it every trip.

Step 5 — Save your changes

Click the Save Changes button below the Address Information section. The button only becomes clickable once you've made changes — if it looks greyed out, you don't need to save.

Optional — Change your password

Below the profile form is a Change Password section. Use it if you signed up with a temporary password or want to update it for security.

• Enter your new password in New Password (must be at least 8 characters)
• Confirm it in Confirm New Password
• Click Update Password

Each password field has a Show toggle so you can verify what you typed.

Common issues

"My calendar events show up at the wrong time."
Your timezone is wrong. Go back to Settings → General → Timezone and fix it. Existing events will adjust automatically.

"Save Changes is greyed out."
Either you haven't changed anything yet, or your edits are already saved. Make any edit and the button activates.

"I can't see the Upload New Avatar button."
It's at the top-left of the General page, above your avatar circle. Scroll up if you're partway down the page.

If you run into anything else, contact support.

What's next

Once your profile is set, you can set up your phone numbers.

Updated on: 30/06/2026