Setting up your user profile is the first step to getting started with Shrlock. Completing your profile ensures your information appears correctly to clients on invoices and communications, helping build trust and professionalism from day one.
Why It Matters
A complete and accurate profile helps present your HR consulting business professionally. Clear, correct information improves client confidence, smooths billing processes, and ensures all contact details are up to date for seamless communication.
Steps to Set Up Your User Profile
Follow these steps to complete your user profile during onboarding:
1. Enter your First and Last Name
Click into the First Name and Last Name fields.
Enter your full name as you would like it displayed to clients.
Note: This will be visible on client-facing documents.
2. Email Address
We use the email you provided during the sign-up process. If your business email is not shown here, please start the login process over with your preferred email address.
Recommendation: Use your business email address to maintain a professional appearance with clients.
3. Provide your Phone Number
Click into the Phone Number field.
Enter a phone number where clients can reach you.
Important: Shrlock never shares your personal information without consent and will not contact you using this number.
4. Upload your Photo
Click the Upload Photo button.
Choose a clear, professional headshot with a clean background from your device.
Tip: A friendly, polished photo helps build trust with clients.
5. Enter your Company Name
Click into the Company Name field.
Enter the full name of your company.
Tip: This name will appear on all client invoices, so make sure it matches your business name exactly.
When you're ready, press continue to move to the next screen.
What You Will See After Completing Setup
After you complete all fields and upload your photo:
Your profile information will display on your dashboard.
Your clients will see your company name, name, email, and phone number on their invoices and communications.
Your profile photo will appear on your profile and client communications.