Accessing business settings
Go to Account → Settings → Business.Business information
Business name — appears on every quote, invoice, and email sent from Clarely. Use the name your clients recognize. Business slug — the URL identifier for your team portal. Your team members log in atclarely.app/your-slug. Keep it short and recognizable. Changing this changes your team portal URL, so update your team if you do.
Contact email — the reply-to email on client-facing emails from Clarely. Make sure this is a monitored inbox.
Phone number — displayed on quotes and invoices as a contact option for clients.
Business address — your street address, city, state, and ZIP code. Appears on invoices for billing reference.
Business registration / license number — optional. Displays on quotes and invoices as a credibility signal, especially useful for commercial clients and property managers.
Website URL — optional. Displays on quotes and invoices. Standard for freelancers and professional services business owners.
Tagline — optional. A short descriptor that appears on quote and invoice documents alongside your business name.
Logo — upload your business logo to display on quotes and invoices. Supported formats: PNG, JPG, SVG. Recommended size: at least 300px wide.
Payment handles
Payment handles (Venmo, Cash App, Zelle) are configured in Settings → Invoicing, not here. See Payment handling for setup instructions. Your business name and logo are the two settings on this page that most directly affect what clients see on quotes and invoices.Saving changes
Changes to business settings take effect immediately for new quotes and invoices. Existing sent quotes and invoices are not affected — what your client already received stays as it was.Your business name is the most important setting to fill in before your first quote — it appears on every client-facing document Clarely sends. Logo and contact details can be filled in as you go.