Update Your Syncro Account
Table of Contents
Your Syncro Account contains your business profile information.
By default, the information that shows here (and externally to your customers) matches what you entered when you first created your account. However, you can edit the information and add in more details, such as your business logo.
To update your Syncro Account, follow these steps:
- Navigate to Admin > Syncro Administration - Account Profile. The Account Profile page displays:
- Verify or edit your business Name and Email.
- Provide Address, Phone, and Website details.
Note: These details correspond to tags you can use in your PDF/Email Templates:
{account_street}}
{{account_city}}, {{account_state}} {{account_zip}}
{{account_phone}}
{{account_website}}
- Optionally, update your subdomain. (This was initially generated based on the Business Name you specified when creating a trial.) This subdomain appears in your browser as [subdomain].syncromsp.com.
IMPORTANT: If you change this, it will break any existing URLs that link to your Syncro site, so make sure you notify others who may link to it. - Click Update Account to save your changes.
Add Your Logo
Your business logo may appear on Tickets, Invoices, Emails (via Templates), in the Customer Portal, and on the Agent Contact Form (all external communication options in Syncro).
Note: Syncro recommends your business logo be in .svg format, and 200x200 pixels for best results. Logos larger or smaller than these dimensions will resized to fit, which may affect the appearance and quality.
To add or update your business logo in Syncro, follow these steps:
- Navigate to Admin > Syncro Administration - Account Profile. The Account Profile page displays:
- Click “Add New Logo.” If present, your Current Logo displays:
- Click Upload Logo. A Selected Files window displays, giving you several different options.
- Navigate to your business logo and select it.
- Click Upload. Your new logo displays as the Current Logo.
Manage Your Syncro Subscription
You can manage your Syncro subscription/plan at any time.
To add or update your business logo in Syncro, follow these steps:
- Navigate to Admin > Syncro Administration - Account Profile. The Account Profile page displays:
- Click Choose a Plan to see available subscription plans.
- If you are already on a subscription plan and have a credit card on file, you can also click Update Your Payment Method to update your credit card on file.
- Click Update Account to save your changes.