QWS Orientation

Step 2: Set Up Your Business Profile

Add your company name, logo, website, and address. This information appears automatically on invoices, forms, and system emails. Think of this as setting up your business letterhead.

System Explanation

This system ensures that your company’s foundational identity is embedded across all client-facing and backend components of Quiet Wealth Society. By configuring your business profile, you standardize how your brand name, logo, contact information, and compliance details appear in invoices, system emails, and communication approvals. Completing this setup enables downstream functions like domain verification, SMS registration, and branding consistency in automations and funnels.

Where to Find Things

Business Profile Setup: Settings → Business Profile
Logo Upload Field: Business Profile → General Information → Logo
Business Details: Business Profile → General Information & Business Information
API Key: Business Profile → General Information → Generate API Key
Business Address & Time Zone: Business Profile → Business Address section
Authorized Representative Info: Business Profile → Authorized Representative section

Your Action Steps

Navigate to Settings → Business Profile from your Quiet Wealth Society sidebar.
Upload your company logo (recommended size: 350 × 180 px) to display on invoices and system messages.
Enter your Friendly Business Name (brand name) and Legal Business Name exactly as shown on your registration documents.
Complete your business contact info, including your official business email, public-facing phone number, and website URL (if available).
Select your business niche, operating currency, legal entity type, industry, and enter your tax ID (e.g., EIN for U.S.-based entities).
Enter your full business address (required for email compliance), time zone, and the name and contact info of your authorized representative.
Click “Update” after completing each section to save changes.