📝 Overview
This article explains how to set up and manage your account profile, including entering business information, uploading your logo, and adding or editing your address. Keeping these details up to date ensures your exported documents display a professional header with accurate clinic information. You’ll also learn how profile settings affect outgoing emails, how to verify your email address, and how optional fields like DEA and pharmacy numbers support accurate records and communication.
New Feature: DEA and Pharmacy Numbers are now available as optional fields in the account profile. Please note that the video below was created prior to this update and does not include these new fields.
🎥 Video Overview: Account Profile & Logo
🔧 Editing Account Profile
When you first click into the settings module, you will see your account's profile within the top section. This is where you will need to enter in your business information.
Click the arrow to learn how to edit your account profile
Click the arrow to learn how to edit your account profile
How to Edit Profile
Select Edit Profile on top left
Fill in applicable account information
Select Save Changes on the top left
💡 The information entered into the account profile will be used to make a header on right side of all exported documents. The email address entered will be the email address that sends all correspondents out of your system.
Verifying Email Address
Once you edit your profile, and change or add an email, you should receive a task within the next 30 seconds or so that prompts you to check your clinic email. Please do so and look for a message from Amazon Web Services. In that message you'll see a long hyperlink. Please click that link to complete the verification process. When you see "Congratulations!", the address is verified. If you receive no email, the address has already been verified.
DKIM Keys
If you have your own business email domain, please contact DaySmart Vet Support to get DKIM setup for your web domain. Before calling, please be sure you have access to your website hosting provider (i.e. go daddy).
DEA Number & Pharmacy Number (optional fields)
Your clinic’s DEA number and pharmacy number can be entered in the account profile. This information will carry over to the new, updated controlled substance log, which is currently in development and scheduled for release in the near future.
🏥 How to Upload Logo
Learn how to upload your business logo, which will appear on the right header of all exported documents.
Click the arrow to learn how to upload a logo
Click the arrow to learn how to upload a logo
Click on Settings
Click Upload Logo on the top left
Click Choose File on the Upload Logo form to browse for your logo image file on your computer. (eg .jpeg, .gif).
Click Save
⚠️ The logo must be an image file and cannot be uploaded as a PDF.
🏘️ Editing Account Address
Learn how to edit your address, which will show on the header of all exported documents.
🎥 Video Overview
Click the arrow to learn how to add or edit an address
Click the arrow to learn how to add or edit an address
How to Add a New Address
Click on Settings
Click on Configurations > View Addresses
To add a new address, select the plus icon on the top right
Complete the form that appears. Tip: When typing in the Address field, a dropdown will appear with the verified address. Please select the correct address from the dropdown.
How to Edit an Address
Click on Settings
Click on Configurations > View Addresses
Click Edit next to the applicable address
Complete the form that appears
Click “Save"
💡 When the Primary field is set to Yes, this will be the address used in document headers.
💡 We use Google Maps to automatically complete your address. Select your address from the options that appear, and the rest of your address will automatically be filled in.
❓ Frequently Asked Questions (FAQs)
Find answers to common questions or additional details that may not be covered in the main instructions.
Click the arrow to view frequently asked questions
Click the arrow to view frequently asked questions
1. What information is included in the Account Profile?
Click the arrow to see the answer
Click the arrow to see the answer
The Account Profile stores your clinic’s business details, including name, contact information, email address, optional DEA and pharmacy numbers, and other identifying information. These details are used to generate the header on all exported documents and determine the email address used for outgoing communications.
2. Why do I need to verify my email address?
Click the arrow to see the answer
Click the arrow to see the answer
Email verification ensures your clinic’s email address can send messages from the system successfully. After updating or adding an email, you’ll receive a verification message from Amazon Web Services. Once confirmed, the email can be used for all system-generated correspondence.
3. How does my logo appear on exported documents?
Click the arrow to see the answer
Click the arrow to see the answer
Once uploaded, your logo appears in the header of all exported documents, such as invoices and vaccination certificates. The logo must be an image file (such as JPEG or GIF) and cannot be uploaded as a PDF.
4. How do addresses affect my document headers?
Click the arrow to see the answer
Click the arrow to see the answer
The address marked as Primary is automatically displayed in the header of all exported documents. You can add or edit addresses at any time, and Google Maps helps ensure address accuracy by auto-filling verified locations.
5. Are DEA and pharmacy numbers required?
Click the arrow to see the answer
Click the arrow to see the answer
No. DEA and pharmacy numbers are optional fields. If entered, they will carry over to future features such as the updated controlled substance log, helping maintain accurate compliance records.