Profile and Business Settings

Your profile and business settings control the information that appears in your documents, emails, and client-facing pages. It is worth setting these up early — they feed directly into merge fields, PDF footers, and your overall professional presentation.

Getting There

Navigate to Settings in the left sidebar. You will see several tabs across the top. The two that matter here are Profile and Business.

Profile Tab

The Profile tab covers your personal information as the planner:

• Full name — your name as it appears on contracts and in email communications
• Photo — a headshot that can be displayed next to sections in your proposals and contracts. When editing a section, toggle "Show planner photo" to include it.
• Bio — a short description of yourself (optional)
• Email — the email associated with your account

Your name is particularly important because it is used in merge fields like {{planner_name}} throughout your documents. If you build a contract that says "This agreement is between {{planner_name}} and {{client_name}}," your name from this setting is what fills in.

Business Tab

The Business tab is where you enter your company details:

• Business name — your company or DBA name
• Business email — may be different from your personal login email
• Business phone — displayed in document footers and available as a merge field
• Business website — your public website URL
• Business address — your mailing or office address

These fields are available as merge fields in the document builder: {{business_name}}, {{business_email}}, {{business_phone}}, {{business_website}}, and {{business_address}}. They also appear in PDF footers when you have footer business info enabled in your brand preset.

How These Flow Into Documents

When you build a document and use merge fields, Gilded pulls from these settings automatically. For example:

• A contract header might read "Prepared by {{business_name}}"
• A contact section might say "Questions? Reach out at {{business_email}} or {{business_phone}}"
• The PDF footer can display your business name, phone, and website

This means you enter your information once in Settings, and it populates everywhere you reference it. If you change your business phone number, update it in Settings and every future document picks up the new number automatically.

Documents that have already been sent are not affected by changes — they were generated with the data that existed at send time.

Tips

• Fill in the Business tab before building your first document. If merge fields do not have data to pull from, they render as blank. Setting up your business details first means your documents look complete from the start.
• Keep your business email professional. This is what shows up in document footers and client communications. If your login email is personal, set a separate business email here.
• Update promptly when things change. New phone number? New address? Update Settings so future documents and client-facing pages reflect the change.

Related Settings

Looking to customize how your documents look beyond the text content? Check out Brand Presets for logo, color, and font customization. For setting up your service packages and pricing, head to Packages.