Do you need a refresher on the Solo Onboarding Program? Select the button below to navigate back to module one.
Duration of Module 2: 5 Minutes
Progress in Training Program: 2/8 Modules Complete
This module will get you started so you can create your solo workspace, customize your account settings and branding, complete your public page, and sync a calendar.
In this module you'll learn
How to set up your solo workspace including:
First, let's begin with a brief overview of your solo workspace.
Now that your solo workspace has been created, let's customize your settings to ensure an on-brand experience for your clients.
Your logo should be in a horizontal format and a JPG, PNG, or SVG.
Transparent images look fabulous in Profi. An image must be a PNG to have a transparent background. Remove.bg. is a free resource for removing the background of an image.
The ideal size for your logo is 700x100 pixels & the file size should be no more than 2 megabytes.
Your icon should be in a square format & saved as an icon (.ico). For example, 16x16 pixels.
If you do not have an icon already created, there are several free favicon generators available online to help create your icon. Favicon.io is one resource but there are many great options to choose from!
Next, let's walk through the steps to complete your public page so potential clients can learn about you.
Public Page Tips:
The recommended dimensions for your profile picture are 694x280px. A free resource for resizing your profile picture is express.adobe.com/tools/image-resize.
Zapier is an online automation tool that connects your apps and services. You can connect two or more apps to automate repetitive tasks without coding or relying on developers to build the integration.
Sample Public Page:
Liz is a wellness coach. A link to her public page is here!
After that, let's sync your calendar and set up your working hours to streamline your bookings.
Calendar Sync Tips:
Calendar syncing options can not be customized. A calendar can either be connected or disconnected.
Calendar events must have a busy status to block the time on a calendar.
Now that your workspace is set up, it's time to do your first happy dance!
Are you ready to create a service? Select the button below to continue to module three.