How is the account personal information used?
Your personal information powers three things behind the scenes: billing (the name and email on your Stripe charges and PDF receipts), email notifications (lead alerts, system messages, monthly reports), and SMS notifications when leads come in through your quote engines.
It is not shown to consumers on your public profile or website. The contact info that consumers see — phone, address, social links — lives separately under Company Details and Contact Info. You can update either set without affecting the other.
Is the email address on my personal information the same one I log in with?
Yes. The email on your personal information page is the same email you use to log in. If you change it here and save, your next login uses the new address — there is no separate login email field.
It is also the address we send billing receipts, lead notifications, and system emails to. If you want consumers to reach you at a different address, set that separately under Company Details → Contact Info. The public contact email and your account login email don't have to match.
Heads up: if you change this email, make sure the new inbox is one you actually monitor — password reset links and lead alerts go there.
Is the mobile phone entered on personal information the same number I will get text messages to?
Yes. The mobile number on your personal information page is where we send SMS lead notifications — every time a consumer submits through one of your quote engines, that phone gets a text within seconds.
Use a real mobile that can receive SMS (not a landline or VOIP that blocks short-codes). If you stop getting lead texts, the first thing to check is whether this number is current and reachable.
This is separate from the business phone you publish on your profile. Consumers don't see this number — it's purely for your own alerts.
What is the purpose of the timezone dropdown on the personal information page?
Your timezone tells the platform how to display dates and times in your local time. Anything time-sensitive — lead timestamps, analytics charts, the dashboard greeting, business-hours availability on your profile — uses this setting to render in your zone instead of UTC.
It also drives the open / closed indicator on your public profile. If your business hours are set to 9–5 Eastern but your account is on Pacific time, the indicator will be three hours off until you fix this.
Set it once when you sign up and forget about it. The only reason to revisit is if you relocate.
