Who this is for

You want to change the basics Scarlett uses on every call — starting with the business name, which she answers with and which prints on your quotes and invoices. Keep these right and she introduces you correctly to every caller.

Time: 3 minutes. You'll need: to be the owner or a manager.

Steps

1. Open your business details

Go to Train Scarlett → Business (in the menu under Set up Scarlett). The Business details card is at the top. It holds your business name, your business number (the one customers ring), trade, VAT number, website, address, city and postcode.

2. Save

Press Save changes. The business name change takes effect on your next call — Scarlett introduces you with whatever's here.

Your own name and mobile

Your own details are separate. Settings → Account holds just you: your full name, your sign-in email and your mobile — where Scarlett pings you about urgent calls and complaints. Each person on the team sets their own.

Verify it worked

You see a green Saved. message, and the business name here matches how you want Scarlett to answer.

Troubleshooting

"Only the owner or a manager can change the business details." These print on every quote and invoice, so team members can see them but not change them. Ask the owner or a manager.

The email field won't let me edit it. Your sign-in email on Settings → Account can't be changed there. Email hello@getscarlett.ai if it needs to change.

"Business name can't be empty." Scarlett needs a business name to answer with — enter one before saving.

What's next

• Train Scarlett on your business — the rest of the Business page: your area, hours and FAQs.
• Add and manage your team — give colleagues access.
• Manage billing, your plan and invoices — your plan and card.