Updating Business & Profile Information

This SOP outlines the steps to update your business and personal profile details in the TutorMax platform.

Key Steps

Step 1: Access Settings 0:00

• Click on Settings at the bottom of the page to access your business profile.

Step 2: Update Business Profile 0:12

• On the Business Profile page, enter the following details:
  • Business address
  • Business name (exactly as registered with your EIN)
  • Business email
  • Business registration number
  • ID name
• Ensure all information is accurate.

Step 3: Save Business Profile Information 0:43

• After entering all details, click the Update Information button to save your changes.

Step 4: Update Personal Profile 1:01

• Navigate to My Profile to update your personal details:
  • Personal phone number
  • Personal email address
  • Optional: Add a signature for official emails.

Step 5: Connect Personal Email (Optional) 1:21

• If desired, connect your personal email address to receive emails from your business email in TutorMax.

Cautionary Notes

• Ensure that the business name is entered exactly as it appears on your EIN to avoid issues with phone number registration.
• Double-check all entries for accuracy before saving.

Tips for Efficiency

• Take a moment to gather all necessary information before starting the setup process to streamline your workflow.
• Consider drafting your email signature in advance to save time during the profile update.

Link to Loom

https://loom.com/share/9be0aa3a068c485cab721e65b8bbcc03