Setting your branding and contact details

    Overview

    You can configure your company and personal contact details to ensure clients see the correct branding and contact information.

    These details are shown in the itinerary and in the client portal.

    Setting your company profile

    Your company details are managed at the workspace level:

    1. Go to Settings → Company
    2. Update your company information

    You can configure:

    • Company name
    • Logo
    • Contact details
    • Address

    Only users with Manager permissions can change these settings.

    Where company details are shown

    Your company profile is used:

    • In the itinerary
    • In the client portal’s contact details area

    Agent Badge

    Each trip displays an Agent Badge with contact details for a specific team member.

    1. Open the Trip Overview
    2. Set the Assigned To property

    The selected team member’s contact details and profile picture will be shown in the Agent Badge.



    Setting your personal contact details

    You can configure your own contact information:

    1. Go to Settings → Preferences
    2. Update your contact details
    3. Upload a profile picture

    Result

    Clients see consistent company branding along with a clear point of contact through the Agent Badge.

    Tip

    Assign the correct team member to each trip to ensure clients know who to contact.

    Published