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 and brand color.

Set Up Your Account Profile

To update your Syncro Account Profile, follow these steps:

1. Navigate to Admin > Syncro Administration - Account Profile. The Account Settings page displays:
   
2. Verify or edit your Business Name and Email.
3. Provide your 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}}
{{account_email}} 

4. Optionally, update your subdomain. (This was initially generated based on the subdomain 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.
5. Click Save Changes.

Add Your Branding

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). 

Your brand color will be used as the primary accent color in the Customer Portal. Syncro recommend you adjust this color to match your business logo.

To add or update your branding (including your logo and brand colors) in Syncro, follow these steps:

1. Navigate to Admin > Syncro Administration - Account Profile. The Account Settings page displays:
   
2. Scroll to the Branding section:
   
   
3. Click in the Logo area to upload a new image, or drag and drop an image file there. Files must be in .jpg, .jpeg, or .png format with a max size of 20 MB. You can crop the logo to display the area you'd like:
   
4. Click in the Brand Color field to select a color using the color picker. Alternatively, enter a specific hex code or toggle to select a color by RGB or HSL:
   
   Tip: Syncro stores the last few colors you selected at the bottom, so you can find the best color.
5. If you do NOT want your logo to display in the Customer Portal, uncheck the “Show Logo in Portal” box. (This box is checked by default for new Syncro accounts.)
6. If you do NOT want your business name to display in the Customer Portal, uncheck the “Show Business Name in Portal” box. (This box is checked by default for new Syncro accounts.)
7. Click Save Changes.

Manage Your Syncro Subscription

Note: You can manage your Syncro subscription/plan at any time. 

To update your Syncro subscription, follow these steps:

1. Navigate to Admin > Syncro Administration - Account Profile. The Account Settings page displays:
   

2. Click Manage Plan to see available subscription plans:
   
    

• If you're currently on a trial, you can preview plan options, make a selection, and then proceed to enter your payment information.
  
  
• If you're currently on a paid subscription, you can change your plan (e.g., upgrade from Core to Team, change from a Monthly to an Annual subscription, etc.).

3. If you're currently on a paid subscription, you can click:
   • Payment Method to change your primary form of payment, your billing contact, and/or email currently on file: 
     
     Tip: This can be helpful for setting up an accountant separate from a Syncro user.)

• View Invoices to view any open subscription balances with Syncro, and view/download subscription invoices we have on file):
  

4. When you're finished, click Save Changes.