Setting Up your Alyce Profile (Personal Settings)

This article contains information on:

• Setting up your user profile
• Connecting Your Email & Calendar
• Adjust Calendar Settings

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The first step to getting started with Alyce is to set up your profile. The purpose of a profile is to:

• Personalize your gifting experience: when your prospect/customer opens it up - they'll have no doubt who it was from!
• Connect your email so gift invitations can be sent from your own email account.
• Integrate your calendar so Alyce can automatically add meetings any time a prospect takes the required actions to accept their gift. Less work for you and more meetings. Win-win!

Setting up Your User Profile 

1. Navigate to your user icon in the top right of the dashboard, click on "Personal Settings" 
   
   
   
   
2. Click on "Profile & Settings" 
   
   
   
3. On this page, add your Profile Photo, Display Name, Your Role, and Phone Number 
   
    

Connecting Your Email & Calendar

1. In your personal settings, navigate to "Integrations" 
   
   
2. If you use Outlook, click "Sign in with Microsoft" and follow the sign-in flow. For details on the permissions required from Microsoft, please visit our Microsoft FAQs page.
3. If you use Google Mail, click on "Sign in with Google" and follow the sign-in flow. The permissions required are:
   

Adjust Calendar Settings

Once you have connected your calendar, you can adjust your calendar settings.  

1. Navigate to "Profile & Settings" and select the "Settings" tab 
2. From here, you can set the following settings: 
   • Password
   • Calendar Availability: this setting allows you to control when meetings are allowed to be booked on your calendar
     • Set which days you are typically available
     • Set your usual working hours 
   • Calendar Preferences: this setting allows you to set:
     • Your Timezone
     • Respect Free/Busy Time on Your Calendar 
     • Default Meeting Length 
     • Buffer Time Between Meetings
     • Meeting Availability Window (how long after a meeting is booked can it be set) 
     • Default Meeting Place (Phone Call, Zoom Link, etc.)