Your firm profile and details

Your firm profile is the home for your firm's core details: its name, the timezone and currency Esqase uses everywhere, and the ways clients and members can reach you. These details flow through the whole product, so the times shown on bookings, the currency on invoices, and the name your clients see all start here.

You manage everything on this page from Settings > Profile.

Before you begin

• You need to be signed in to Esqase with a verified email address. If your email is not verified yet, Esqase prompts you to confirm it before you can open Settings.
• Some details on this page are restricted to firm owners. See Some fields are restricted to firm owners below for the full breakdown.
• The page shows the details for your active firm (the firm currently selected in the firm switcher at the top of the sidebar). If you belong to more than one firm, make sure the right firm is active before you edit. See Switch between firms or add another firm.

Open your firm profile

1. In the sidebar, click Settings.
2. In the settings sidebar, click Profile. This is the first item, marked with a building icon.
3. The Profile page opens with three stacked sections: Firm information, Contact information, and Firm address.

Edit your firm profile (name, timezone, and currency)

The Firm information section, at the top of the page, holds your firm's identity: its name, timezone, and currency. These appear to your members and clients across Esqase, so keep them accurate.

1. Open Settings > Profile.
2. In the Firm information section, update any of the following fields:
   • Firm name (required). The display name for your firm. It must be at least 2 characters and no more than 120. This is the name shown in the firm switcher and on client-facing pages.
   • Timezone (required). Start typing to search the list, then choose your firm's timezone (for example, your city or region). Esqase uses this timezone to generate booking slots, display calendar events, and time-stamp activity, so it should match where your firm operates.
   • Currency (required). Start typing a currency code or name to search, then select the currency Esqase should use for new invoices, payments, and other money amounts.
3. Click Save changes.

The Save changes button stays disabled until you actually change something, so if nothing is dirty you cannot save by accident. While the save is in progress the button shows a spinner and reads Saving.... When it succeeds, a Firm updated confirmation appears.

Who can edit this

The firm name, timezone, and currency are part of your firm's identity, so only firm owners can change them. If you are not an owner, you can still see the current values, but the fields are read-only, a note under the name field reads "You don't have permission to update the firm," and Save changes stays disabled.

Add and manage firm contact methods

The Contact information section is where you record the email addresses, phone numbers, and other channels clients and members use to reach your firm. You can list as many as you need, each with its own type and label.

1. Open Settings > Profile.
2. Scroll to the Contact information section.
3. Each row is one contact method made up of three parts:
   • Type. The kind of channel. Choose from Email, Mobile, Phone, Fax, Website, Social, Messaging, or Other. For phone-style types (Mobile, Phone, Fax), the value field becomes a phone-number input with a country selector; for the others it is a plain text field.
   • Label. What this channel is for. Choose from Primary, Secondary, Work, Home, Billing, Legal, Support, Emergency, or Other. Labels help everyone understand which number to call or which inbox to email.
   • Value. The actual address or number (for example, email@firm.com, a phone number, or www.firm.com). This is required for each row.
4. To add another channel, click Add. A new row appears, ready for you to fill in.
5. To remove a channel, click the trash icon at the end of its row. You cannot remove the last remaining row.
6. When you are done, click Save changes.

By default this section starts with one Email row and one Phone row, both labeled Primary, so you can fill them in right away.

Who can edit this

Firm owners can always edit contact methods. Other members can edit them only if their role includes update access for firm contacts. If your role does not, the fields and the Save changes button are disabled, and you can view the existing details only.

Add and manage firm addresses

The Firm address section records your firm's mailing and visiting addresses. You can add more than one (for example, a main office and a registered address), each with its own label and country.

1. Open Settings > Profile.
2. Scroll to the Firm address section. The first address is headed Address 1.
3. Fill in the fields for each address:
   • Label. What this address is for. Choose from Primary, Secondary, Work, Home, Billing, Registered, Service, or Other.
   • Country (required). Choose the country. Your selection changes the labels and inputs below it: for the United States and Canada you pick a state or province from a list, and the state and postal-code labels adjust to match the country (for example, "ZIP code" versus "Postal code").
   • Street 1 (required). The main street address line.
   • Street 2 (optional). A suite, unit, floor, or similar.
   • City (required).
   • State / Province / Region (required). For the US and Canada this is a searchable dropdown; for other countries it is a text field, and the label follows the country.
   • Postal code / ZIP code (required). The label follows the selected country.
4. To add another address, click Add. A new block headed Address 2 (and so on) appears.
5. To remove an address, click the trash icon in that address block's header. The trash control appears only when you have more than one address, so you always keep at least one.
6. When you are done, click Save changes.

Who can edit this

Firm owners can always edit addresses. Other members can edit them only if their role includes update access for firm addresses. Otherwise the fields and Save changes are disabled and you can view the addresses only.

Switch between firms or add another firm

If you work with more than one firm in Esqase, you do not need separate logins. The firm switcher at the top of the sidebar lets you move between firms, and everything you see (matters, contacts, settings, billing) reflects whichever firm is active.

Switch to a different firm

1. At the top of the sidebar, click your firm's name. Your firm shows its initial in a square tile, the firm name, and its handle (the @ username used for booking and client links), with an up-and-down chevron at the right.
2. A menu opens under the heading Firms, listing every firm you belong to. The active firm has a check mark next to it.
3. Click the firm you want to switch to.
4. Esqase switches your active firm and reloads so every page reflects the new firm. A spinner shows on the firm you are switching to while this happens.

Add another firm

1. Open the firm switcher at the top of the sidebar.
2. At the bottom of the menu, click Add firm (the item with a plus icon).
3. Esqase opens the new-firm setup flow, where you enter the new firm's profile (name, country, timezone, currency, and a few onboarding details), its contact information and addresses, choose a subscription, and optionally invite teammates.
4. When you finish, Esqase makes the new firm your active firm and takes you to its dashboard.

For a step-by-step walkthrough of that flow, see Quickstart: set up your firm.

Some fields are restricted to firm owners

Esqase splits this page's editing rights so that firm-defining details stay in the hands of firm owners, while day-to-day contact details can be delegated to members who have the right access.

• Firm name, timezone, and currency: owner-only. Non-owners see the current values but cannot change them, and Save changes in the Firm information section stays disabled.
• Contact methods: editable by firm owners and by members whose role includes update access for firm contacts.
• Addresses: editable by firm owners and by members whose role includes update access for firm addresses.
• Viewing the page: you can open Profile if you are an owner, or if your role can view firm contacts or firm addresses. If you have none of those, the Profile link is hidden and the page shows a "no access" message.

To learn how roles grant these kinds of access, see Roles and permissions. To see who in your firm holds the owner role, see Managing firm members.

Common questions

I changed a setting but the button stays grayed out. Why? The Save changes button only becomes active once you make a real change. If you re-select the same value or revert your edit, the button disables again. For owner-only fields, the button stays disabled for non-owners no matter what.

I am an owner but I still cannot edit the name or currency. Confirm you are editing the right firm. The page always shows the firm that is active in the firm switcher. Switch to the correct firm, then try again.

Why does the currency field warn me when I change it? Changing currency affects only future transactions. Past invoices, payments, and other records keep the currency they were created with, so your historical totals stay accurate.

Related

• Quickstart: set up your firm
• Setting firm availability
• Document and record numbering
• Roles and permissions
• Managing firm members
• Your profile and personal settings