When going through a company name change, there are several areas within TimeZest that will need to be updated to ensure everything reflects your new name accurately. Information will need to be changed within these six key areas:

The first place you will need to update is your Account Name. This can be found by navigating to the Settings menu item on the bottom lefthand side within TimeZest.

A new billing account will need to be created under your new company name. To update this, navigate to Settings > Account & Billing > Subscription tab. Select the "Billing Portal" link to update your billing information.

When you are in the billing portal you will then need to select "Billing & Shipping Address".

For the final step in this process, you will need to update the email address with the new company and select the "Update" button.

To update your company id your will need to navigate to the integrations tab on the left-hand side. Here you will need to select, "Manage" next to your respective PSA integration.

Once you are here you can update your company ID to your new name and select "Save Changes."

Your custom email domain and subdomain will need to be updated to align with your new company name. To change this, you will need to go to the email tab on the left side of TimeZest's home screen. Once you are here, you will need to select the "Custom Domains" tab.

You will then select the "+Add Custom Domain" button on the top right side of this page.

You'll then be prompted to add the domain you wish to send from:

When you click Add this Domain, we'll register the domain with our email provider, and it will generate the DKIM keys and necessary DNS records you'll need to add to allow TimeZest to send from this domain:

You'll need to consult the documentation for your DNS provider for exact instructions on how to add these records. Once they're added, click Verify DNS Records, and TimeZest will attempt to verify if these records have been correctly added.

Important: It can take up to 15 minutes for DNS records to be propagated so they can be read by our email service provider. If your DNS records are not verified initially, and you are sure they are correct, try again to verify the records after 15 minutes.

Once the DNS records are verified, you'll be able to configure TimeZest to send emails from an address on this domain. To do this, back in the Email Settings section, select Send email using a custom domain for the Mail Sending Mode control, and enter the email address you wish TimeZest to send emails from. You only need to enter the part before the '@' symbol and select the domain from one of your verified domains.

You will then want to update your company's branding by uploading a new logo. This can be found within the settings tab on the lefthand bottom side of the TimeZest home screen. Once you are here you can upload a logo and new color within the "Branding" tab.

Once all your account information is updated, you will want to make sure that your users now reflect the new email address as well. In order to do this, you will need to delete the old users and add new ones to your account.

To delete the old user, you will need to navigate to the User's tab on the left side of TimeZest's homepage. Once you select the user, you would then select the "Delete Button" on the bottom left of the screen.

After the user is deleted, you will need to add a new user by selecting the "+Invite Users" button on the top right side of the user's tab

*If you have any questions at any point during this process, please don't hesitate to reach out to our Customer Support Chat at [email protected] and we're happy to help guide you through your company name/username changes. *