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 auto-fill 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 Planner photo to include it.
• Bio — a short description of yourself (optional)
• Email — the email associated with your account
• Website — your public website URL. It lives here rather than on the Business tab, though it is your business website that documents use

Your name is particularly important because it is used in auto-fill 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.

Cropping Your Photo

After you select an image, Gilded opens a square crop dialog so you control which part of the photo stays in frame. This matters because your headshot renders as a small circle in document footers and section icons — without cropping, off-center subjects can land outside the visible area.

In the dialog you can:

• Drag the image to reposition the focal point
• Zoom in or out using the slider
• Preview the round mask exactly as it will appear in your documents

When the framing looks right, click Save. Gilded uploads a 512×512 JPEG built from your crop selection — the original file is never stored. To redo the crop, upload the photo again and adjust.

Business Tab

The Business tab is where you enter your company details:

• Business name — your company or DBA name
• Business phone — displayed in document footers and available as an auto-fill field
• Business address — your mailing or office address

The business name and address are available as auto-fill fields in the document builder: {{business_name}}, {{business_address}}, {{business_city}}, and {{business_state}}. Your phone and website can also appear in document footers — each is a separate switch under Branding → Footer, alongside your logo, tagline, email and Instagram.

How These Flow Into Documents

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

• A contract header might read "Prepared by {{business_name}}"

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.

This reaches documents you have already sent, too. Auto-fill fields resolve from your live details every time a client opens the link or downloads the PDF, so a corrected phone number shows up on last week's proposal as well. Only the branding is fixed at send time.

Tips

• Fill in the Business tab before building your first document. If auto-fill 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.
• Your login email is used in client communications. This is the email that appears in document footers and client-facing pages, so keep it professional.

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.