Keep your business name, contact details, address and time zone up to date, because Autopilot uses them in messages to your customers.
Before you start #
- You need to be an Admin on your Autopilot account.
Steps #
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Settings → Business Profile
Click Settings at the bottom of the left menu. The Business Profile Settings page opens first.
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General Information
Fill in or update:
- Business Logo: click Upload. Use an image about 350 × 180 px, no bigger than 2.5 MB.
- Friendly Business Name: the name your customers know you by.
- Legal Business Name: exactly as it appears on your official documents, such as your Companies House registration. It is used when you register your phone number.
- Business Email and Business Phone. Once you have your Autopilot phone number, paste it into Business Phone so messages show the number customers can text back.
- Business Website and Business Niche.
- Business Currency: choose pounds (GBP) so quotes, invoices and payments show the right currency.
Then click Update Information at the bottom of this section.
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Business Physical Address
On the right, fill in Street Address, City, Postal/Zip Code, State / Prov / Region and Country. Check the Time Zone and Platform Language. Then click Update under this section.
Good to know #
- Each section has its own save button. Clicking it saves only that section, so save before you move on.
- Your time zone decides when reminders and follow-ups go out. If it is wrong, customers may get messages at odd hours.
- Use the business name your customers recognise. It appears in messages that mention your business.
- After saving, open one of your booking links or a message template to check the new details show up correctly.
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Troubleshooting #
If your changes have disappeared, you probably left the page without clicking the save button in that section. Make the change again and click Update Information or Update.