Quick Start Guide

Quick Start Guide

Quick Start Guide

Setting up Account and Business

Setting up Account and Business

Before you dive into using Evallo, it’s important to set up your organization correctly. This article covers how to update your account details, configure your business settings, define your timezone, and customize branding where needed.

Account and Business Setup

Configure essential settings to reflect your brand and operations. Following signup, start customizing your scheduling environment so you're always in control of how things run:

  • Define the default time zone and preferred date format

  • Configure White-Labeling settings for brand consistency

  • Input business details, including logo and basic information

  • Complete your user profile setup

  • Adjust product-level settings and assign permissions for different roles

These initial configurations ensure the platform aligns with your operational structure and branding from day one.


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