Profile
The Profile page (/profile) gathers your personal information, integrations, and account settings.
Basic Information
Your identity in the platform:
| Field | Description |
|---|---|
| Email address associated with your account | |
| Name | Your full name |
| Role | Your role in the platform (client, rep, etc.) |
| Phone | Phone number on file |
This Information Is Read-Only
To modify your basic information, contact your account manager. Changes will be applied on their end to ensure data consistency.
Calendar Integrations
Connect your calendar to enable automatic appointment and call tracking:
| Platform | Description |
|---|---|
| Google Calendar | Sync with your Google calendar |
| Microsoft Outlook | Sync with your Outlook/Microsoft 365 calendar |
Once connected, the system automatically detects:
- Scheduled appointments
- Completed calls
- No-shows (missed appointments)
This data feeds into the Sales Reps page metrics and dashboard.
Why Connect Your Calendar?
Calendar connection is essential for the platform to track your appointments and calculate your show rate. Without a connected calendar, some performance metrics will be incomplete.
Commission Model
This section displays your current commission model in read-only:
- Model type: flat rate, per product, or tiered
- Applicable rates: detail of percentages per your agreement
To understand how commission models work in detail, see the Invoices & Commissions page.
Data Rights
You have control over your personal data:
| Action | Description |
|---|---|
| Download my data | Export a copy of all your personal data |
| Request deletion | Initiate a request to delete your data |
Compliance & Privacy
These options are available to respect your data protection rights. A deletion request will be processed by the team within the timeframes required by law.