📱 Chatavise Lesson: Updating Your Business Profile in the Mobile App

In this lesson, we’ll walk through how to update your business profile using Chatavise’s mobile app. We’ll cover:

• Updating your business logo
• Changing your display name
• Setting up inbound call forwarding
• Configuring promotional texting settings

Let’s get started!

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🧭 Navigating to Your Business Profile

1. Tap the menu icon at the top-left corner of the screen.
2. Scroll down to the Setup section.
3. Tap on Locations.
4. Choose the location you want to edit.

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🖼 Updating the Business Logo

• On the Location screen, tap on the logo image to update it.
• You can upload a new logo using your camera or photo gallery.

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📝 Editing Location Details

Location Name

• This is for internal use only.
• Tap the info (“i”) icon to learn more.

Display Name

• This is the name your customers will see publicly.

Inbound Phone Number

• This is a critical field. It determines where inbound calls to your Chatavise number get forwarded.
• Common options include:
  • Your personal mobile number
  • Your business landline
  • A call center number
• Make sure this number is accurate, or you may miss important calls!

✅ After making any changes on this screen, tap Update to save.

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⚠️ Mobile App Limitations

Certain features are only available through the Web App, including:

• Setting operating hours and automated text responses for after-hours inquiries
• Configuring review invites

These must be set up through the desktop version.

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📣 Configuring Promotional Texting Setup

To update your promotional texting preferences:

1. Tap the menu icon (top-left).
2. Scroll to the Marketing section.
3. Tap on Subscribers.
4. Tap the Setup button in the bottom-right.
5. Select and edit your existing promotional setup.

This section was first completed during onboarding. Now let’s go through the fields:

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🔒 Privacy Policy URL

• Enter the URL to your website’s privacy policy.
• If it’s missing or incorrect, simply copy it from your site and paste it here.

🔢 Proposed Monthly Message Count

• Enter the maximum number of promotional texts customers can expect each month.
• There’s no right or wrong number—just make sure you don’t exceed it.
• Common values: 4–5 per month, though some businesses go as high as 15–25.

💬 SMS Welcome Message

• Keep this message broad and simple.
• Remember: people may opt in from various channels like:
  • Public speaking events
  • Networking or expos
  • Social media or landing pages
  • Event platforms like Eventbrite
  • Your website

📌 A safe, universal example: “Thank you for opting in.”

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✅ Two-Step Consent (Optional)

• If enabled, users must reply “YES” to confirm their subscription.
• If disabled, they’re opted in automatically after form submission.
• Many high-volume businesses enable this as a filtering step.

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📍 Location Selection

• If you manage multiple locations, ensure the correct one is checkmarked.
• Once done, tap Save to apply your changes.

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🎓 Wrapping Up

You now know how to manage your business profile within the Chatavise mobile app. In the next lesson, we’ll cover how to manage your personal user profile, as well as the profiles of other users on your account.

See you there!

In this lesson, we’re going to go through how to make changes to your business profile in Chatavise’s mobile app. We’ll cover updating your business logo, display name, inbound phone call setup, and promotional texting setup.

To get started, let’s click on the menu button located at the top left. Then let’s scroll down to the Setup section and click on Locations. Here, click on the location that you want to work with. On this screen, we can update the logo by clicking on it. We can use the camera and gallery options to update that logo.

The first field that is here is the Location Name field. This is for internal use only, as you can see by clicking on the “i” button there. The next field is the Display Name. The name that is in this field is what the public will see. In the next field, if you click on the “i”, you’ll get some information on it, but this field is very, very important because the phone number that is in this field is where inbound phone calls to your Chatavise number will be forwarded to. So make sure this phone number is accurate so that you don’t miss calls. For some people, this is their personal cell phone number; for others, it’s their business office landline or their call center. Either way, make sure the phone number is accurate. If you made any changes on this screen, make sure to click Update.

As you may recall from the Web App course, we were able to update the operating hours and create automated text reminders if people text us outside of the operating hours. This is something that we cannot do in the mobile app as of now. We were also able to set up review invites; this is another thing that needs to be set up on the web app.

The final section we are going to review is the promotional text setup. To see this, let’s go to the top left and click on the menu button. Then let’s scroll to the Marketing section and click on Subscribers. At the bottom right, let’s click on Setup. Then let’s edit the existing setup that is there. What you see here is what your business filled out when you went through the onboarding process.

The first field is the Privacy Policy URL. If it is blank or incorrect, simply go to your website, copy the URL for your privacy policy page, and paste it here. The next field is the Proposed Monthly Message Count. Here, we need to let people know what is the maximum amount of promotional text messages they can expect to receive in any given month from your business. There isn’t a right or wrong number here, but most traditional businesses have it set to four or five. Some of our clients have as high as 15, 20, or even 25. Whatever it is, just make sure that you don’t go past this number.

The next field is the SMS Welcome Message. Here we want to keep the message broad and simple. A good rule of thumb to consider is that leads may be coming in from different channels. What I mean by different channels is they may be opting in from public speaking, networking, vendor shows, expos, landing pages, social media call-to-actions, integrations with external platforms like Eventbrite, and/or your website. Those are just a few of the different channels off the top of my head. So keep these examples in mind when you’re creating the welcome message here. Again, we want to keep the message broad and simple to account for the different channels that contacts may be coming from. So I’m going to keep it here as “Thank you for opting in.”

The next part is the two-step consent. When it’s checked off and someone hits Submit on a lead form, they won’t receive a message that says “Text Y or YES to complete the opt-in.” This only happens if the checkbox is turned on. So leave it off if you want just a one-step process. If you want to send them a text to confirm, then put the checkbox turned on. A lot of high-volume businesses have it turned on because they want some kind of filtering system—food for thought.

The next part here is to make sure that the location is checkmarked if you have multiple locations. If any changes are made, simply click Save.

You now know how to manage your business profile in the mobile app. In the next lesson, we’ll go through managing your user profile as well as the user profiles of other users in your Chatavise account. So I’ll see you there.