QWS Orientation

Step 1: Set Up Your Personal Profile

This is where you personalize how you show up inside the Society. You’ll add your name, photo, and email signature. It powers how your name appears on messages, in chat, and in team spaces — your digital ID badge.

System Explanation

Your personal profile inside Quiet Wealth Society is your digital ID — powering how your name, image, calendar, and email signature appear across all messages, appointments, and automations. This setup ensures that all system communications and scheduling align with your professional presence. You’ll configure your image, signature, email sync, calendar availability, video links, and notification preferences — all from a single, central location.

Where to Find Things

Profile Access: Settings → My Profile
Email Signature: Signature section within My Profile
Calendar Sync: Calendar Integration section
Video Tools: Video Conferencing section
Two-Way Email Sync: Email Configuration section
Notifications: Notification Preferences section
2FA Setup: Two-Factor Authentication section

Your Action Steps

Navigate to Settings → My Profile from the left sidebar.
Upload a clear profile image (512 × 512 px recommended).
Confirm or update your first and last name.
Choose the email address you want to send from.
Add a personal phone number if you'd like to receive SMS notifications.
Create your email signature (text-based recommended for deliverability).
Enable two-factor authentication for security.
(Optional) Set up two-way email sync for Gmail or Outlook.
Connect your primary calendar (Google Calendar recommended).
Set your personal availability — best practice is full availability.
Link your video conferencing tools (Zoom and/or Google Meet).
Customize your notification settings (in-app, email, SMS).