ClaspHelp Center
Your business

Set up your business profile and logo

Keep company details and branding together.

WebsiteSource reviewed: 2026-10-06
About this guide. Steps reflect reviewed source and screenshots. End-to-end workflow checks are still pending. If your screen differs, contact Clasp support.

The numbers in these website screenshots identify controls and statuses, not a required click sequence. Example records and amounts are illustrative; mobile layouts may differ.

Where to find it

Open Business profile in the main navigation. This area is restricted to workspace owners and admins; it is not the ordinary personal account profile.

Complete the details

  1. Select the correct workspace.

  2. Review the saved business and contact information.

  3. Enter the missing required details and choose the actual customer source.

    Business profile location and contact section with callouts on primary customer source, business street address, areas you serve, business contact email and business contact phone; private values are redacted

    Fill in the required location and contact details and choose the source most of your customers actually come from.

    Numbered controls in this screenshot

    • 1 — Primary customer source: Choose the source your business actually uses; do not select a provider just to fill the field.
    • 2 — Business street address: Enter the business address, including any suite.
    • 3 — Areas you serve: Describe the locations your business serves.
    • 4 — Business contact email: Enter the business contact email.
    • 5 — Business contact phone: Enter the business contact phone and save the profile after reviewing the required fields.

  4. Save the profile and review the result.

The completeness percentage describes entered profile fields. It does not mean that a public website is published or texting is approved.

Use the business-logo section and its upload action. The recorded implementation accepts PNG or JPG with a 3 MB file limit; follow the live field guidance if it differs. Use a logo your business has permission to publish.

Business profile logo section with Choose logo file, Replace logo and Remove logo, above the business details fields and the Save changes button

Upload, replace or remove the logo here; the business details below it are saved with Save changes.

Numbered controls in this screenshot

  • 1 — Choose logo file: Select a permitted PNG or JPG file using the displayed size limit.
  • 2 — Replace logo: Upload the selected replacement when changing an existing logo.
  • 3 — Remove logo: Use only if you intend to remove the current logo; this is not an upload step.
  • 4 — Legal business name: Confirm the legal business name is accurate.
  • 5 — Primary customer source: Confirm the customer-source selection.
  • 6 — Save changes: Save changes to the profile and check the returned result.

Logo storage and its appearance on estimates, invoices, and the public site will be checked together during workflow testing. Do not use a customer's logo or assume every previously issued document changes retrospectively.

Public information is separate

Review the public website editor before publishing. Private profile/contact details should not be assumed to be public website content.

Connect Clasp to ChatGPT or another supported AI client

Understand the 33 external tools, OAuth permissions, and send boundaries.

Create and publish your business website

Prepare your home page, policies, and customer SMS opt-in page.

On this page

Where to find itComplete the detailsAdd your logoPublic information is separate