Business Profile

This guide will help you set up your Business Profile within TheraSaaS, including key information name, address, and contact details.

1. Access the Settings

1. Log in to TheraSaaS:

   • Upon logging in, you will see the dashboard.

2. Navigate to Settings:

   • On the left-hand menu, scroll down to the bottom and click on Settings.

2. Fill in Business Profile Information

You will now be in the Business Profile section. Complete the following fields:

1. General Information:

   • Friendly Business Name: The name your clients know.

   • Legal Business Name: The official name registered for your business.

2. Business Contact Information:

   • Business Email: Your primary email for business communications.

   • Business Phone Number: The contact number for your practice.

   • Business Website: The URL of your official website.

3. Industry:

   • Industry: Select Health & Medical (for mental health private practices).

3. Add Business Address

1. Physical Address:

   • Add your Business Address.

   • Important: Ensure this address matches the one associated with your EIN (Employer Identification Number) and recognized by the IRS.

4. Set Business Type and Registration

1. Business Type:

   • Select your business structure (e.g., LLC).

2. Registration Type:

   • Most often, this will be EIN.

   • Enter your EIN Number and select USA or Canada.

5. Authorized Representative

1. Authorized Representative Information:

   • Enter the details of the business owner.

   • Job Position: Select Other or type a custom title if necessary.

6. Call and Voicemail Settings

1. Call Settings:

   • Set a 10-second timeout for calls before directing them to voicemail.

2. Enable Missed Call Text-Back:

   • Turn on the Missed Call Text-Back feature to automatically send a text when a call is missed.

7. Save the Information

1. After filling out each section, scroll to the bottom and click Update Information to save the changes.

Summary

By completing these steps, you will ensure that your Business Profile is set up correctly in TheraSaaS. This information is crucial for communications, legal recognition, and client interactions. If any details change, you can always return to this section and update them.