The details you set once here are the ones your clients see everywhere: on invoices, in the portal, and at the top of every email you send.
Why this comes first
Your firm name, logo, and address are not just cosmetic. They print on invoices, appear in the client portal, and sit in the header of automated messages. Getting them right on day one means you never have to reissue an invoice or apologize for a placeholder later.
Set your firm name and address
Open Setup, then the General settings. Confirm the firm name exactly as you want clients to read it, since this is the identity shown across invoices, the portal, and email. Fill in the full business address, phone, and any registration or licence numbers your jurisdiction requires on billing documents. If your letterhead lists a specific legal name that differs from your trading name, use the legal name here so your paperwork stays defensible.
Localization
In the Localization settings, set your timezone before anyone starts booking or logging time. Deadlines, reminders, and activity logs all read from this, so a wrong timezone quietly shifts every reminder your clients receive. Set your date format and language here too, so dates read the way your team and clients expect.
Upload your logo and favicon
- Prepare two images. A logo for invoices and the portal header, and a small square favicon for the browser tab. A logo on a transparent background sits cleanly on both light and dark headers.
- Upload from General settings. The logo and favicon fields live alongside your firm name, so you can set your whole visual identity in one pass.
- Check both surfaces. Open an invoice preview and the client portal to confirm the logo is sharp and sized well. Zoom in on the favicon in the browser tab to be sure it is not a stretched crop of the full logo.
Upload a logo that is wider than it is tall and has some breathing room around it. Tight or very square logos can crowd the header on invoices and in the portal.
Business hours
Set your working hours under Bookings so scheduling and automated reminders respect your team's day. Clients then only see appointment slots inside the hours you actually work, and out of hours requests stop landing on your calendar. This pairs with your timezone: together they decide when a reminder is considered on time.
How it fits together
The name and logo carry your brand, the address and licence details keep billing compliant, and the timezone and hours keep every automated message accurate about when things happen. Once these are settled you rarely touch them again, which is exactly why it is worth a careful ten minutes now.
Confirm your firm name and timezone before you invite the team or import any data. They influence records created afterward, so changing them later means checking work that was already logged.