Business Profile Settings

What Is the Business Profile & Where to Find It

Business Profile is where you manage company information and account-wide configuration that applies across the entire sub-account. Keeping this page accurate is essential for features like Custom Values, trigger links, SMS/email compliance, and more.

How to access Business Profile

1. Confirm you are in the correct account (location) in BizStackPro.
2. Select Settings from the left navigation.
3. Open Business Profile (commonly the first/default Settings tab).

General Information

General Information stores your core business details and powers common built-in tokens such as {"{{location.name}}"}, {"{{location.email}}"}, and {"{{location.phone}}"}.

• Location ID: A unique ID for your sub-account (useful for support and some integrations).
• Business logo: Upload a logo (often recommended: 350×180 px, under 2.5 MB).
• Friendly business name: The customer-facing name used in templates and messaging.
• Legal business name: The official name used for registration and compliance.
• Business email & phone: Used across templates, signatures, and contact touchpoints.
• Branded domain: Connect a subdomain you control (for example, link.yourdomain.com) for calendars, forms, surveys, etc.
• Business website: Your main site URL for branding consistency.
• Business niche: Helps categorize your account in setup and configuration.
• API key: Used to connect approved external applications (when enabled).
• Save updates: Use the page’s save/update button after making changes.

Business Address, Time Zone & Languages

Your physical address is used for verification and can also appear in templates and outbound communications. Time zone and language settings help ensure automations fire at the correct local time and your team sees the platform in the intended language.

Business Information

Business Information stores your registration and operating details and is often required for messaging registration and other compliance checks.

• Business type: LLC, Corporation, Partnership, Non-profit, etc.
• Industry: The category that best describes your business.
• Registration ID type: EIN (US), VAT, or other regional identifiers.
• Registration number: The official registration/tax ID value.
• Regions of operation: Select where you conduct business.
• Save updates: Save after changes.

Authorized Representative

Add the details of the person authorized to represent the business for verification and approval processes (often the account owner).

• Full name
• Email
• Job position
• Phone number

General Settings: Global Behavior Toggles

Business Profile includes account-wide toggles that affect contacts, opportunities, email, SMS, and other behaviors. If something feels “off” in messaging or contact behavior, these are often the first settings to review.

1. Allow duplicate opportunity: Allows multiple opportunities for the same contact in the same pipeline.
2. Merge Facebook contacts by name: Helps reduce duplicates when Facebook only provides name data.
3. Disable contact timezone: Forces account time zone for sends (use carefully).
4. Mark emails invalid after hard bounce: Prevents future email sends to hard-bounced addresses.
5. Validate phone on first SMS: Validates a number on the first SMS attempt (validation charges may apply).
6. Verify email on first send: Verifies an email address on first send (verification charges may apply).
7. SMS compliance opt-out: Adds opt-out language to SMS automatically (commonly recommended).
8. SMS compliance sender info: Adds sender details to SMS automatically (commonly recommended).
9. Email compliance unsubscribe link: Adds an unsubscribe link automatically (commonly required).
10. Deprecated features: Optional access to older features (use with caution).
11. Missed call text back: Sends an SMS follow-up to missed calls and typically supports testing before enabling.

Call & Voicemail Settings

Call and voicemail settings can apply account-wide unless overridden per user. Upload voicemail audio (commonly MP3 or WAV) and set an incoming call timeout (often ~10–20 seconds) to control how quickly calls roll to voicemail.

Contact Duplication Preferences

Contact duplication settings control how BizStackPro handles duplicates and merges. Depending on your configuration, you may be able to define matching rules (email first, phone first, and/or secondary factors) to keep your database clean while reducing accidental merges.

Pro Tips for Managing Your Business Profile

• Update regularly: Keep business info, address, and representative details current.
• Review compliance toggles: Confirm SMS/email compliance options match your practices.
• Use built-in tokens: Reuse {"{{location.*}}"} tokens in templates for consistent branding.
• Check here first: Unexpected messaging/contacts behavior often traces back to Business Profile toggles.