Managing your User Profile

An AppointmentCore Admin creates a User Account for each team member. Basic information, such as the user's name and email address, will have already been entered. Still, the team member the User Account is assigned to can make further changes and configurations following the initial setup. 

You can add or change the following information and account settings at any time:

• Name

Displays in AppointmentCore, in confirmation emails, and in the appointment management page.

• Email Address

This is the email address you use to log into AppointmentCore. It is also visible in confirmation emails.

• Password

This is your AppointmentCore login password, which you can change if you choose to do so.

• Mobile Number

This is your contact number, which will only be available to you and your admin. It won’t be displayed on scheduling pages or confirmation emails.

• Profile Picture

This is your avatar, which appears in the AppointmentCore user interface. Please keep in mind that your profile picture avatar will be resized to the optimal size of 64px x 64px.

• Timezone

Determines the default time zone used in AppointmentCore pages.

The steps in this article will walk you through updating your User Profile.

Step 1: Go to My User Settings from the AppointmentCore Settings Page.

Navigate to the left panel of your My Dashboard screen and select Settings.

Step 2: Input the information you want for your User Profile.

Under My User Settings on the left menu, make sure you have My Profile selected. From here, you can update and make changes to the following fields:  First Name Last Name Phone Number Password Mobile Number FixYourFunnel Number

Step 3: Add email addresses that will receive a confirmation email whenever an appointment is scheduled with you, and upload your profile picture.

Under Carbon Copy(CC) on all my scheduling emails, you can add email addresses you’d like to receive a confirmation email each time an appointment is scheduled with your User Account.  Click the link under Profile Picture to upload an avatar for your User Account. Note: AppointmentCore will resize your uploaded photo to the optimal size (64x64px).

Additional Configuration

• Default Timezone

• Time Slot Display

• Calendar Start Time

In the Additional Configuration section under Default Timezone, enter the timezone you’d like your calendar to show when an invitee schedules an appointment with you.  Under Time Slot Display, you can choose how your free time slots appear to your contacts. You can see a preview of each of these options while creating an appointment. Under Calendar Start Time, select the time you’d like your calendar to start. Note: By default, we display the calendar for users starting at 7 am. We do this so that the main part of the workday appears in the area they’re most likely to see, for the slots they’re most likely to select.  Users can also scroll up to see earlier times if they have earlier appointments.  8 am will be the last option available because the calendar will show the rest of the day with this selected.

• Notifications

Under Notifications, check the box for Receive notifications on service disconnection if you want to be notified about system outages. Check the box for Display attendee name first in calendar event titles if you prefer to see the customer’s name first, followed by the event title on your calendar.  When you're finished, make sure to click Save & Publish in the bottom right-hand corner of the My Profile page.

Now that you've learned how to update your User Profile and account settings, why not take it a step further and check out our other article guides below?

See also: 

• Connect any Admin-enabled Integration to your AppointmentCore User Account.
• Choose which calendars affect your availability as well as where to post appointments by configuring your Calendar Settings.