Completing Your Business Profile

Overview

Your business profile holds the information that appears on every quote and invoice you send: business name, ABN, contact details, address, and trade licences. Complete it before you send your first quote so that everything reaching the client looks professional and consistent.

Who uses this feature

Business Owners and Sole Traders.

When to use this feature

• During initial setup of your MyApprentice business.
• Whenever your business details change (new address, new phone number, new licences, expiring licences).

What you can do with this feature

• Enter your business name, timezone, contact email, phone, address, and ABN.
• Add and manage your business licences and qualifications.

How the feature works

1. In the left sidebar, under ADMIN, select Business Settings.
2. Confirm you are on the Business tab.
3. Enter your Business Name — this appears on all quotes and invoices.
4. Set your Timezone — this controls all date and time displays.
5. Enter your Contact Email — the reply-to address for outbound communications.
6. Enter your Phone number.
7. Enter your full Business Address.
8. Enter your ABN (Australian Business Number — your unique 11-digit identifier).
9. To add a licence: scroll to Licences / Qualifications, select Add licence, and enter the licence type, number, and expiry date. Repeat for each licence.
10. Select Save.

Role-specific notes

• Business Owner / Sole Trader: can view and edit the entire profile.
• All other roles: the business profile is read by the platform and surfaces on documents — only Business Owners and Sole Traders can change it.

Related workflows

• Configuring Business Settings
• Reviewing Your Subscription and Billing
• Using the Client Portal (licences can be shown on portal quotes)

Important notes

• The values you set here flow onto every quote PDF, invoice PDF, and client email — keep them current.
• Your timezone setting controls how dates and times display across the platform.