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Business Profile Settings

See what Business Profile Settings control, where to find them, and how to configure brand info, address & locale, business details, compliance contacts

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  1. Where Do I Find the Business Profile?
  2. What is in the Business Profile Settings?
  3. Frequently Asked Questions
  4. Related Articles

The Business Profile section is a collection of settings such as business name and address, among others.

TABLE OF CONTENTS

What is the Business Profile?

Your Business Profile is the section of your sub-account settings where you can assign company data and configure settings that are applied across the entire sub-account. Setting up this section, and spending a few minutes configuring the settings, is critical to the way your sub-account operates.

To help you better understand all the components and elements within the Business Profile, we will be going through all the sections and settings one-by-one and explaining how to configure them and even giving you some use cases that will help you understand the outcome of each setting and configuration.

What is the Business Profile? (video 1) Open in a new tab

Where Do I Find the Business Profile?

Navigating to your Business Profile is quick and easy! We have also provided some screenshots below to help you find your way if you are more of a visual learner!

  • Make sure you are in the chosen sub-account
  • Click the Settings navigation item on the left side of your screen
    Step 2 of 4: Click the Settings navigation item on the left side of your screen What this shows Step 2 of 4: Click the Settings navigation item on the left side of your screen What this shows Shows what to click for step 2 of 4 in the "Where Do I Find the Business Profile?" section of "Business Profile Settings". This screenshot accompanies step 2 of 4 in the "Where Do I Find the Business Profile?" section of "Business Profile Settings". At this point in the walkthrough you click the Settings navigation item on the left side of your screen. The next step is to once you are in Settings, the Business Profile will be the first navigation button in the Settings menu on the left-hand side of your screen. Step 2 of 4Image 1 of 2 What to clickClick the Settings navigation item on the left side of your screen
    Buttons and menus referenced SettingsBusiness ProfileBusinessProfile
    Next stepOnce you are in Settings, the Business Profile will be the first navigation button in the Settings menu on the left-hand side of your screen.
    All 4 steps in this procedure
    1. Make sure you are in the chosen sub-account
    2. Click the Settings navigation item on the left side of your screen this image
    3. Once you are in Settings, the Business Profile will be the first navigation button in the Settings menu on the left-hand side of your screen.
    4. The Business Profile is also the first page of settings by default, so once you click the Settings button, you will automatically see the Business Profile
  • Once you are in Settings, the Business Profile will be the first navigation button in the Settings menu on the left-hand side of your screen.
  • The Business Profile is also the first page of settings by default, so once you click the Settings button, you will automatically see the Business Profile
    Step 4 of 4: The Business Profile is also the first page of settings by default, so… What this shows Step 4 of 4: The Business Profile is also the first page of settings by default, so once you click the Settings button, you will automatically see the… What this shows Shows what to click for step 4 of 4 in the "Where Do I Find the Business Profile?" section of "Business Profile Settings". This screenshot accompanies step 4 of 4 in the "Where Do I Find the Business Profile?" section of "Business Profile Settings". At this point in the walkthrough you the Business Profile is also the first page of settings by default, so once you click the Settings button, you will automatically see the Business Profile. Step 4 of 4Image 2 of 2 What to clickThe Business Profile is also the first page of settings by default, so once you click the Settings button, you will automatically see the Business Profile
    Buttons and menus referenced BusinessProfileSettingsBusiness Profile
    All 4 steps in this procedure
    1. Make sure you are in the chosen sub-account
    2. Click the Settings navigation item on the left side of your screen
    3. Once you are in Settings, the Business Profile will be the first navigation button in the Settings menu on the left-hand side of your screen.
    4. The Business Profile is also the first page of settings by default, so once you click the Settings button, you will automatically see the Business Profile this image
     
Login to GHL Customer Care -> Select a Sub-Account -> Click Settings -> Business Profile

What is in the Business Profile Settings?

Business Profile Settings is broken up into 7 sections. Each is listed out below along with a link to more information on that section:

General Information

Stores your brand identity and key account details—logo, business names, email/phone, branded (API) domain, website, niche, default currency, and API key. Click here to learn more on this section.

Business Physical Address

Captures your official address and base locale settings, including Business Time Zone, Platform Language, and Outbound Communication Language for formatting dates and numbers. Click here to learn more on this section.

Business Information

Defines your legal entity type, industry, registration ID/number, and regions of operation used for compliance, approvals, and reporting. Click here to learn more on this section.

Authorized Representative

Records a designated person (name, title, email, phone) who can verify your business during compliance reviews and carrier approvals. Click here to learn more on this section.

General

Holds global behavior toggles that affect duplicates, booking time zones, verification, compliance defaults, bot detection, and related communication behavior. Click here to learn more on this section.

Contact Deduplication Preferences

Controls whether duplicates are allowed and sets the primary/secondary fields (Email, Phone) used to match new submissions to existing contacts. Click here to learn more on this section.

Enable / Disable Deprecated Features

Shows or hides legacy modules so teams can audit or migrate old assets while standardizing on modern features like Workflows. Click here to learn more on this section.

Frequently Asked Questions

Q: Do these settings apply across all users in the sub-account?
Yes. They’re sub-account-wide, though some pages can display in a user’s personal time zone.

Q: Can I change these settings later?
Yes. These settings can be updated later in time as needed. Be sure to test any changes that are made!

Frequently asked questions

Where Do I Find the Business Profile?
Navigating to your Business Profile is quick and easy! We have also provided some screenshots below to help you find your way if you are more of a visual learner! Make sure you are in the chosen sub-account Click the Settings navigation item on the left side of your screen Once you are in Settings , the Business Profile will be the first navigation button in the Settings menu on the left-hand side of your screen. The Business Profile is also the first page of settings by default, so once you click the Settings button, you will automatically see the Business Profile Login to GHL Customer Care -> Select a Sub-Account -> Click Settings -> Business Profile
What is in the Business Profile Settings?
Business Profile Settings is broken up into 7 sections. Each is listed out below along with a link to more information on that section: General Information Stores your brand identity and key account details—logo, business names, email/phone, branded (API) domain, website, niche, default currency, and API key. Click here to learn more on this section. Business Physical Address Captures your official address and base locale settings, including Business Time Zone, Platform Language, and Outbound Communication Language for formatting dates and numbers. Click here to learn more on this section. Business Information Defines your legal entity type, industry, registration ID/number, and regions of operation used for compliance, approvals, and reporting. Click here to learn more on this section. Authorized Representative Records a designated person (name, title, email, phone) who can verify…

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