Getting Started

Update your profile information

Edit your name, email, phone, address, and company directly on the profile page — no separate form, just click the pencil icon next to any field.

2 min

Before you start

  • Logged in to your dashboard
  1. 1

    Open your profile

    In the top navigation bar of the dashboard, click Profile. Your profile card opens.
    Display Technology Features Pricing Help Profile click here top-right of every page
  2. 2

    Find the field you want to change

    The profile card shows Email, Company, Phone, and Address. Each field has a small pencil icon at the right edge of its row — that's the edit button.
    M Maria Hernández Café Soleil · Pro plan EMAIL maria@cafesoleil.com COMPANY Café Soleil PHONE (555) 123-4567
  3. 3

    Click the pencil, type, save

    Click the pencil. The static value swaps for an editable input plus a blue Save button and a grey Cancel button. Type the new value, click Save, and the change is applied immediately. Click Cancel to abandon edits without saving.

    Make sure email addresses look valid and that phone numbers only contain digits, spaces, dashes, or parentheses — no letters.
    BEFORE PHONE (555) 123-4567 AFTER (PENCIL CLICKED) PHONE (555) 234-9876 Save Cancel

Tips & Common Issues

  • Email changes affect login: after changing your email you can sign in with either the old or new value, depending on which field you originally used.
  • If you don't see any pencil icons, you may not be logged in — refresh the page and sign in again.
  • To change your photo or password, scroll down on the same profile page — both are on the same screen.

Video Tutorial

Coming soon

Watch the video

A short walk-through is the fastest way to learn this. Pin this page and follow along.

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