Updating Your Profile

Your profile holds your name, contact info, NPN, and photo — the details AdvantaCRM uses across Scope of Appointment forms, client communications, and your account. You can update almost all of it anytime.

From the left sidebar, click Settings, then choose Profile from the settings menu.

You'll see all your profile fields on one page. Change whatever you need, then save — see Saving your changes at the bottom.

Click your avatar at the top of the page to upload a new photo. You can crop and reposition the image before saving, so it doesn't matter if it's not perfectly framed to start. Accepted formats are JPEG, PNG, or WebP, up to 2MB.

Update your First Name and Last Name in the two fields near the top. These appear on client-facing forms and communications, so make sure they match how you want clients to see you.

Your Email is shown here but can't be edited on this page — it's managed by your account sign-in (Google, Microsoft, or the email you registered with).

To use a different email, you'd need to sign in with that account instead.

Enter the best number to reach you in the Phone field. This one matters more than a typical phone field: it's used on Scope of Appointment forms and in client communications, so keep it current.

Your NPN is required for compliance on client-facing portals and communications. If you ever need to correct it, you can update it right here.

Start typing in the Address field and pick your address from the suggestions that appear — this is the fastest way to get it formatted correctly.

If your address isn't found, or you use a PO Box, click Or enter manually to type it in yourself.

When you're done, click Save Changes at the bottom of the page. Your updates take effect immediately across AdvantaCRM.