About the Business Profile

Your Business Profile is where you enter key company details that’ll be used throughout Jumpalead on emails, calendars, forms, automation, and more. Take a few minutes here, and your branding stays consistent across your workspace.

Where to Find It

  • Log into your Jumpalead account.

  • Click the Settings icon (usually in the left-hand menu).

  • The first tab you’ll see is Business Profile. That’s where the magic happens!

Important Details to Fill Out

Business Name (Friendly & Legal)

Used in messages, invoices, and compliance documents - make sure each is accurate.

Logo

Appears automatically on forms, emails, and client-facing templates for a polished look.

Contact Info (Email, Phone, Website)

Used throughout communications, templates, and automations.

Address & Time Zone

Needed for legal disclosures and ensuring your scheduling and email campaigns run on time.

Branded Domain

Allows your own custom link (e.g. go.yourcompany.com) for forms, booking links, and campaigns.

Business Type & ID

Needed for settings like SMS compliance, tax treatment, and verification in some features.

Quick Steps to Set It Up

  1. Go to Settings > Business Profile

  2. Upload your logo and choose your friendly business name

  3. Add your email, phone, website, address, and timezone

  4. (Optional) Set a branded domain for polished-looking links

  5. Click Save and your brand settings apply across Jumpalead automatically

Pro Tips

  • Want consistent branding? Make sure your logo and business name are perfect here - every message, form, or link will carry it.

  • Updated your business address or timezone? Update it here once - everything adjusts automatically.

  • Planning to share custom domain links with clients? Use a branded domain for seamless trust and professionalism.

That’s it once you’re done, you’ve just made your account instantly more branded, compliant, and auto-updating.

Still need help?
If something’s not working or you just need a hand, we’re here to help. Reach out and we’ll get back to you as soon as we can.
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