My Profile & Security

▶️ 1. My Profile Overview (Video)

Watch this brief video for a quick tour of the My Profile section in Velocity360.

🖥️ 2. Access Client Portal via Support Site

Learn how to access the client portal directly through the support site.

👤 3. Profile Details & Email Signature

This section is where you manage your personal identity within Velocity360, ensuring your contact information and outgoing emails are professional and up-to-date.

Updating Contact Information

1. Using the left side panel, navigate to Settings then go into My Profile.
2. Update your personal details (Name, Email, Phone) and verify everything is correct.
3. Add your Email Signature in the designated text box. You can choose to apply this signature to all outgoing emails.
   • Pro-Tip: Do not add photos in this signature, as they can break formatting.
   • Pro-Tip: Do not add clickable links (include the URL, but the link itself will need to be copy/pasted by the recipient).
4. Click Update Profile to save all changes.

🔒 4. Password & Security

Maintain a high level of account security by regularly updating your credentials and knowing how to manage your active sessions.

Managing Your Access

1. Changing Your Password (If Logged In): In the My Profile section, look for the "Change Password" box on the right. Enter your current password, then your new password, and confirm it. Click Change Password.
2. Resetting Your Password (If Locked Out): If you cannot log in, use the "Forgot Password" link on the main login screen to send a password reset link to your registered email address.
3. Sign Out Everywhere: If you lose a device or suspect unauthorized access, there is typically a button or link in the My Profile security settings that forces a sign-out on all active sessions across all devices.

📅 5. User Availability

Defining your time zone and working hours is essential for accurate calendar booking and ensuring clients only book appointments when you are truly available.

Setting Your Working Hours

1. In the My Profile section, scroll down to the User Availability area.
2. Verify Time Zone: Ensure your time zone is set correctly to prevent booking errors.
3. Available Hours: Select the days you are available and add the time blocks you are able to take meetings.
   • If you have the same hours every day, use the copy symbol on the right of the first day to quickly copy those hours down to all available days.
4. Click Update Availability at the bottom of the section to save.

🔐 6. Account Access: Reset/Change Email Or Password

Follow this comprehensive instruction to reset your password or update your account email settings securely.

🌍 7. Update Profile & Contact Time Zone Settings

Ensure your profile and contact time zone settings are accurate to maintain synchronization with your team and clients. Follow the step-by-step instructions below.

🎵 8. Convert M4A to MP3 Using Zamzar

If you need to convert audio files for your system (such as voicemail greetings), use these steps to easily convert M4A files to MP3 format using Zamzar.

⚡ 9. Set up Your Velocity 360 Profile

Follow this step-by-step tutorial to complete the initial setup of your Velocity 360 profile.