Set Up Your Business Profile

Customise your 2Shakes profile by including your Business Details, Branding images and Social Media, Services and Fees, Authorities, terms and conditions and the account users.

Note: Only Account Administrators can update your profile on 2Shakes.

Step-by-step Instructions

The first time you log on to 2Shakes you go to the first page of the Business Profile. You can navigate back to the Business Profile using the top navigation bar.

  • Your Business Enter your business details, save to move to the page (Branding). You can search the ABN register in the grey section at the top of the screen to pull in details.

  • Branding You can upload your logo, email footer image and any handles for social media. 2Shakes will use these on emails and agreements. You can edit the email text clients receive when asked to sign, and when they receive a copy of they signed Agreement. You can upload here any standard attachments you want to send clients.

  • Services & Fees Services entered here are a checklist during the sign up process.  Select from our default list, delete or add your own.  Enter your standard ‘default’ Fee text here.  Both the services and fees can changed when signing up a client.

  • Authorities Enter information here so that 2Shakes can set up authorities for you.

  • Terms & Conditions These are your standard conditions to use with your clients. If you add an alternative set of Terms and Conditions you can pick which will apply.

  • Users Set up log-ons for other staff by entering their details here.

Click Done when your finished. You will be taken to your Dashboard.

Click +Add Client in the top Navigation bar if you are ready to sign up a client!

Admin Users

Users with administration rights can change the profile setting to customise how 2Shakes works.  If you are an admin user you can now set any other users to also have admin rights.

Go to Business Profile ➜ Users, and you have the option to make any user an Admin:

Admin users have full access to change the Business Profile, and change other users’ Admin status.

FAQ

My logo appears to be too big.  How do I fix that?

You upload both the logo file and email footer file on the Branding page in the Business Profile.  The maximum file size is 1MB. When you find that the logo or email footer image you uploaded looks too big (or too small) you can resize it. You change the size of your image file using graphics software. Resave it, and upload the changed imaged.

Once you have changed the image file you can go to the Review page in the Business Profile.  Scroll down towards the bottom and you can see an example of how your email will look or use the Preview Agreement to see how your logo appears.

How do I deal with the different types of terms and conditions that I currently use?

Often the terms of trade differ depending on the type of customers you are working for, or the type of work you will be doing.  One approach is to create different sets of terms and conditions for every different situation.  A better recommended approach is to use the same set of terms of conditions for all your clients, with clauses that only apply when they are relevant.  This is more efficient and because it minimizes the chance for human error, missing changes, and typos is normally more professional too. Once your clients are on consistent T&Cs it is also easier to manage and update your T&Cs going forward.

More Help

Didn’t find what you need here? You can find lots more help on our main Support Page.

Or you can contact us or email us at support@2shakes.co.nz and we can help you with what you need to know.

Thanks very much,
The 2Shakes Team