What this article covers
Use Profile to keep your own details in one place. Wedding Desk uses them where a page needs to show who you are, such as a quote.
The four sections
Profile is split into sections you switch between:
- Personal for your own name and contact details.
- Business for your business identity and address.
- Invoicing for details such as the invoice prefix.
- Payment for the bank details shown on your invoices.
Fill in the sections your workflow needs. Wedding Desk does not require the financial sections to plan weddings.
Save your changes
- Open Profile.
- Choose the section you want to edit.
- Change the fields.
- Choose Save changes.
- Check that Profile saved appears.
Save changes stays greyed out until you change something, so a section you only looked at has nothing to save. If saving fails, Wedding Desk keeps your changes on screen and asks you to try again.
Photo, completion and account data
You can add or replace your profile photo here too. On plans with quotes and invoices you also see the Quotes and invoices card, which ticks off each section once its details are filled in and says Not ready yet while something is still missing. It is guidance, not a requirement.
Account & data is where you go to download a copy of your data or permanently delete your account. Choose Manage account & data to open it. Deleting cannot be undone.
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