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Account and billing

Manage your profile and contact details

Keep the account-manager details shown to clients accurate and ready for proposal follow-up.

Steps

  1. Open Profile from the workspace navigation.
  2. Review your name, email address, phone number, and profile photo where available.
  3. Save your changes and check a traveler preview to confirm the client-facing contact information is correct.
  4. Ask an organization admin to update company-wide public contact details or brand settings when those details need to change.

Notes

  • Use professional contact details that a traveler can use for questions about a shared proposal.
  • Your personal profile and your organization brand are separate; changing one does not automatically replace the other.