Account, billing and privacy

Update your profile and availability

Updated

The Profile page holds your details, the hours leads can book with you, and your password. Each section saves on its own.

Update your details

  1. In the sidebar, select Profile. On a phone, it's under More.
  2. Under Account, edit your Full name. Your email can't be changed.
  3. Under Agent details, fill in or edit Phone, Brokerage and License number. These are optional.
  4. Select Save changes.

You'll see "Profile updated." Your phone number is what campaigns use for the {{agentPhone}} merge field.

Set the hours leads can book

Leads can only book during the time windows you set here. Each booking is a 30-minute slot.

  1. On Profile, go to Calendar & Availability.
  2. Check the Time zone and change it if it's wrong.
  3. Turn each day on or off with its switch.
  4. For each day that's on, set the start and end times.
  5. To add a second window on the same day, select + Add time slot. To remove one, select × next to it.
  6. Select Save availability.

You'll see "Availability saved." For how leads get your booking link, see Booking links and reminders.

Turn automatic deal moves on or off

On Profile, under Pipeline, use the Let Ostira move deals between stages switch. It saves as soon as you change it. See How deals move automatically.

Change your password

  1. On Profile, under Password, select Email reset link.
  2. Select Send email to confirm.
  3. Open the email and follow the link to choose a new password. The link expires in 1 hour.

Delete your account

The Danger Zone at the bottom of the page deletes your account. See Delete your account and data.

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Still stuck? Email support@ostira.com.