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Finishing your Account Profile - Pro

Steps needed to finishing setting up your AgentBase Profile

Updated over a year ago

1. Click on "Change Password" if you ever need to update your password

1 Click on "Change Password".

2. Click the camera icon to upload a headshot or personal image

2 Click here.

3. Click on this field to insert your email signature

3 Click on the element.

4. Once that's done, click on "Update Profile" to save your changes

4 Once that's done, click on "Update Profile".

5. 'Integration' is where you can conect your Zoom account, Outlook Calendar, and iCal Calendar ( if applicable )

5 Click on "Integration".

6. Once that's done, click on "Edit" over here to set your primary calendar. This is what you use as your main calendar for Webinars

6 Once that's done, click on "Edit".

7. Select your primary calendar

7 Once that's done, click on "<a href="mailto:charlie@agentbase.io" target="_blank" rel="nofollow noopener noreferrer">charlie@agentbase.io</a>".

8. Click on "Save".

8 Click on "Save".

9. Click "Edit" to check for calendar conflicts. Sync your AgentBase and Connect calendars to avoid double bookings.

9 Click on "Edit".

10. Click the box next to the calendar option you would like to check for conflicts,

10 Click on the element.

11. Click on "Save".

11 Click on "Save".
Related Articles
What is a SmartList?
Managing your Application Page
Integrating Outlook Calendar with AgentBase
Integrating iCal Calendar with AgentBase
How to set up your Email Signature?
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