Account Setup

To set up your RunSensible account effectively, it’s important to configure both your Personal Profile and Business Profile. Your Personal Profile allows you to personalize your account with details like your name, contact information, and preferences, ensuring your interactions are smooth and tailored to your needs.

To add a personal touch to your profile, you can upload a profile picture by clicking the Upload Photo button.

The Change Password tab allows you to update your account password for enhanced security.

For enhanced security, consider enabling two-factor authentication in the Two-Factor Authentication tab.

RunSensible is an excellent environment for teamwork. You can connect your whole team on RunSensible, assign tasks to your team members, share support emails with your customers support team, and so much more. But first, let’s learn how to add your team members.

To get most of RunSensible’s features running, you need to integrate and verify your email address. That lets you send marketing emails as well as appointment reminders and other essential emails. You can send emails from your different email accounts directly from your RunSensible tool. You can also share an account with your team members. For example, if you have multiple support agents, they can all share the same inbox and attend to your customers’ questions.

Beyond basic profile information, you can also customize your email Signature.

This feature enables you to accurately bill your clients. It helps you to keep track of the amount you are billing for each case. Additionally, you can track the amount of money you have earned from your clients over time.

You can further customize your profile by setting your localization preferences. Choose your country from the drop-down menu, which helps tailor the platform to your region.

The Business Profile focuses on the professional aspects, such as your business information, branding, and other details relevant to your firm’s presence on RunSensible. Both profiles should be set up carefully to ensure that your personal preferences and business requirements are accurately reflected in the platform.

At the top of the page, you have the option to upload or change your firm’s logo by clicking the Upload Picture button.

The Close Account tab allows you to permanently delete your account. This action is irreversible and will result in the deletion of all your data across all services associated with your account.