How Do I Update Information About My Business?

This is the information that your potential clients will see, when you respond to a lead. You do have the option to make this information private if you choose. If you are looking to update information such as your username, password or contact information, please click on “Profile” to edit or make changes. For more information on updating your "Profile" Settings please click HERE

  1. Go to and log in to your Business Account.  
  2. On the top right-hand side of your screen, click on your Username and select Settings. 




  1. On the right-hand side of your screen there are three fields where you can enter information about your business, for other users to view. There are three sections: About My Business, Portfolio and Signature

In the About My Business section, you can write a few lines about your business. Make this Public if you want others to see this information.  Please know that we do have a character count maximum in this section.

In the Portfolio section, you can create a brief portfolio about your company. For more information on the GetAssist Portfolio, see the Business Portfolio Help Article HERE.  Please know that this function is available for our Pro business members only. Plus and Basic Business Memberships are only able to enter in text for the Business Portfolio.

In the Signature section, you can store your Signature and use it to append all responses in the communication with others. You can also add a link to your website in this section. 

  1. Once you are finished filling out a section, don't forget to save it by clicking on the green check mark button, as displayed below. Also, if you want other Users to be able to view this information, don't forget to select Public. If not, just select Private.