My Profile is where you personalize and manage your individual user account in Aesthetix CRM. From this one section you can upload a profile photo, update your personal contact details, change your password, set your availability status, create an email signature, connect integrations, and choose your primary calendar for scheduling. Keeping this information accurate helps the CRM display the right name, photo, and signature wherever you communicate with leads and patients.
Note: Depending on your user permissions, access to certain components within My Profile may be restricted.
My Profile lives in your account settings. You can reach it from anywhere in Aesthetix CRM in two clicks.
Step 1: Click "Settings". Open the Settings option in the application.
Step 2: Click "My Profile". This opens your personal profile, where all of the sections below are organized.
The Personal Information area is where you manage your profile photo and personal contact details, including your first and last name, email address, phone number, and extension (if applicable).
Step 3: Navigate to Personal Information. This is the section at the top of My Profile that holds your photo, name, and contact details.
Step 4: Add or change your photo. Click "Change" (the Personal Logo option) to upload, change, or remove your profile photo. Make sure the image is no larger than 2.5 MB and use the recommended size of 512×512 px.
Step 5: Update your First Name. Enter your first name in the input field provided.
Step 6: Update your Last Name. Enter your last name in the input field provided.
Step 7: Update your Email. Enter your email address in the input field provided.
Step 8: Update your Phone. Enter your phone number in the input field provided.
Step 9: Update your Extension. Enter your phone extension number in the input field provided, if you use one.
Step 10: Update your Platform Language. Select your preferred language from the language dropdown.
Step 11: Click "Update Profile". Click the "Update Profile" option to save the changes you made to your personal information.
Personal Information is just one part of My Profile. The same page also gives you quick access to the rest of your personal account settings:
Change/Update Password. Update your account password from the password area of My Profile. For full instructions, see the Password & Two-Factor Security guide.
Availability. Set your availability status and preferred meeting location for calendar invites. See the Availability guide for details.
Email Signature. Create a customized email signature that is applied to emails sent from your user account when you communicate with leads and patients in the CRM. See the Email Signature guide to set yours up.
Integrations. Connect your Zoom account for virtual meetings or sync your Outlook Calendar for bookings.
Email (2-Way Sync). Connect your mailbox so messages stay in sync between your email provider and the CRM. For setup steps, see the email sync guide.
Calendar Configurations. Manage calendar conflicts and select your preferred "Primary" calendar for scheduling.
Why can't I see or edit some sections in My Profile? Access to certain components is controlled by your user permissions. If a section is missing or read-only, an administrator on your account can adjust your permissions.
What size should my profile photo be? Use an image no larger than 2.5 MB, sized around 512×512 px for the best result.
Do my changes save automatically? No. After editing your personal information, click "Update Profile" to save your changes.
Where do I change my password or set up two-factor authentication? Both are handled from My Profile. See the Password & Two-Factor Security guide for step-by-step instructions.
How do I set my working hours or connect my calendar? Use the Availability section to set your status and meeting location, and Calendar Configurations to choose your primary calendar and manage conflicts. The Availability guide and the email sync guide cover these in detail.
