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Organization profile

Organization profile

Set your organization's identity, logo, contact details, address, and locale — the branding that public pages and documents carry.

Reviewed AdminVertiqa 1.64+

Settings → Organization holds your organization's profile — the identity, branding, and contact details the rest of the product draws from. It's admin/owner only.

What lives here

  • Identity — display name (shown on the dashboard, emails, and proposals), legal name, trade name, and a one-paragraph description agents use to anchor copy.
  • Branding — your Logo and primary accent color. The logo appears on customer-facing surfaces such as the public booking page; until one is set, those surfaces show an initials monogram instead.
  • Contact — website, the phone number customers call, reply-to and billing email addresses.
  • Business address — shown alongside your branding on public booking pages and used on documents.
  • Locale — country, IANA timezone (drives scheduling, reporting, and SLA clocks), and default currency for estimates and invoices.
  • Tax & legal — tax ID and license number, shown on invoices when present.
  • System — read-only tenant facts (your tenant URL, vertical, and plan); changing these goes through support or billing.

Where this shows up

Filling in this page pays off across the product: booking pages carry your logo and address, invoices and estimates use your legal and tax details, outbound email signatures use your phone, and agents write copy against your description. If a public surface looks generic, this page is usually the fix.