LANA: My Profile Overview
Modified on Thu, 21 Nov, 2024 at 3:07 PM
My Profile Overview
This section in LANA Software allows you to personalize and manage key profile details, ensuring that your information and preferences are always up to date.
Personal Information
- Name, Email, and Phone Number: Update essential contact details as needed for seamless communication.
- Profile Picture: Upload a profile photo, enhancing identification and adding a personal touch to interactions on the platform.
Password
- Account Security: Change your password regularly for added security and to keep your account protected.
Calendar Options
1. Calendar
- Select Dedicated Calendar: Choose a calendar created within LANA specifically for client appointments and events, centralizing scheduling in one view.
2. Platform Language
- Language Selection: Tailor the platform language to your preference for a user-friendly experience that aligns with your language needs.
3. Email 2-Way Sync
- Email Syncing: Enable a two-way sync to ensure that all emails—both sent and received—are accessible within LANA and in Gmail/Outlook. This allows for complete oversight and streamlined communication from one location.
To find out more about Email 2-Way Sync you can check out this article
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4. Signature
- Customized Signature: Create a personal or branded email signature to add a professional touch to all outbound emails from the platform, maintaining a consistent brand image.
Calendar Settings Section
Effectively manage all aspects of your calendar to streamline scheduling and enhance time management.
Calendars
Calendar Settings (My Profile) - Step-by-Step Guide
Connect Your Calendar:
- Scroll to the Calendar Settings section within My Profile.
- Depending on your usage of LANA, connect your personal calendar (Google or Outlook) to ensure no double booking occurs.
Syncing with your Personal/Busie Calendars & Video Conferencing Platform Integration:
- If you're using a job management software calendar (e.g., synced to Google, Outlook, iCloud Calendar & Calendly (Currently on Beta Testing) ), connecting it here will centralize appointments.
- Connect your Zoom or Microsoft Teams account to your LANA profile. This way, whenever an appointment is booked on a calendar assigned to you in LANA, a unique meeting link will be automatically generated.
- If you're using a job management software calendar (e.g., synced to Google, Outlook, iCloud Calendar & Calendly (Currently on Beta Testing) ), connecting it here will centralize appointments.
Conflict Calendar
- Double-Booking Prevention: Link additional calendars to detect and prevent potential double bookings. This is particularly useful if you’re managing multiple calendars (e.g., multiple Google calendars), ensuring you’re never overbooked.
- Double-Booking Prevention: Link additional calendars to detect and prevent potential double bookings. This is particularly useful if you’re managing multiple calendars (e.g., multiple Google calendars), ensuring you’re never overbooked.
Adjust Calendar Availability Settings:
- In the Calendar Settings, customize settings to:
- Block Out Unavailable Times: Specify days or times you’re not available, such as blocking out specific day/s.
- Adjust Gaps Between Appointments: Set intervals between appointments to fit your schedule.
- Show Individual Availability: Each user can show their unique availability, which is beneficial for team scheduling.
- In the Calendar Settings, customize settings to:
Calendars (Advanced Settings)
- One-Way Sync: Blocks events from the linked calendar as occupied slots in LANA, ideal for managing visibility without generating new contacts.
- Two-Way Sync: Converts guest information from linked calendar events into LANA contacts, seamlessly turning scheduled meetings into system appointments and creating a more integrated experience.
Here are some helpful articles that you can use to learn more about LANA Calendar:
- How to utilise the LANA Calendar?
- How to block off time in your LANA Calendar?
- Google Calendar Integration Overview
- Zoom Integration Overview
Customising your Notifications
Customize Notifications
- Set your preferences for receiving alerts across various activities, such as new messages, upcoming appointments, and other relevant updates. Notifications can be adjusted to fit your schedule and ensure you’re always in the loop with platform interactions, avoiding missed appointments or key information.
Using these profile options in LANA Software allows you to maintain a seamless workflow, efficiently manage your availability and notifications, and keep all personal, company, and calendar information up to date for optimal performance and interaction on the platform.
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