Setting Up Your User Profile

Setting Up Your User Profile in FG Funnels

1. Accessing Your Profile Settings
   • Log in and go to the dashboard.

   • Navigate to settings, then my profile.

     
     
2. Updating Personal Information
   • Add image, update name, email, and phone number.
   • Phone number for verification texts.

   • Set default calendar and connect calendar.

     
     
3. Adjusting Account Settings
   • Change password and set time zone.
   • Set meeting location (e.g., connect Zoom link).

   • Customize availability hours and copy across days.

     
     
4. Integrating Calendars and Email Providers
   • Integrate Zoom, Google Calendar, iCalendar, and other apps.

   • Differentiate between personal calendar and team calendars.

     
     
5. Managing Signature
   • Include name, social links, website link, and unsubscribe link.

   • Signature appears in outgoing messages in conversational view.

     
     
6. Saving Profile Changes
   • Click on Update Profile and Save to apply changes.
   • Reach out for any further assistance or questions.