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Profile Settings Overview

Your personal profile and preferences.

Beginner4 min readUpdated 2024-12-06

Why this matters

Almost every document AwardLettr generates pulls from your profile. The award letter has your signature block. The invoice has your business contact info. The booking confirmation has your title and phone number. If any of those fields are wrong or blank, every document you send out has the wrong information on it, and the polish you wanted out of the system is gone.

Setting your profile up correctly once is a fifteen-minute investment that pays off every time you generate a document. This article tells you what each section controls so you can fill in the fields that matter and skip the ones you do not need yet.

Your profile settings control your personal information, scheduling preferences, and how you appear in documents.

Key Profile Sections

SectionWhat It Controls
Basic InfoName, email, phone, title
Professional SignatureHow you sign documents
SchedulingAvailability and booking rules
Invoice SettingsInvoice number prefix and sequencing

Accessing Profile Settings

Click your name in the top-right corner of any page, then select "Profile" from the dropdown menu.

Suggest an editLast updated 2024-12-06
Profile Settings Overview | AwardLettr Docs