Profile

Manage in-person support profiles.

On this page, you can configure and manage in-person service profiles, defining how customers access and make their appointments. Each profile allows you to provide a public link through which appointments can be scheduled, checked, canceled, or updated in a practical way.

Use this page to configure service profiles and provide public links for customers to schedule and manage appointments.

To access it, go to Service / In-Person Service / Registration / Profiles, as shown in Figure 1 below:

^{Figure 1: Path to Profiles.}

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Profile List

The main page displays all registered profiles, as shown in Figure 2 below:

^{Figure 2: Profile List.}

Each row in the list presents the following information:

• Name — service profile name.

• Nick — unique profile identifier, used in composing the scheduling link.

The actions available in the Actions column are:

• Edit () — opens the profile edit form.

• Delete () — permanently removes the profile.

To create a new profile, click the New button at the top of the page.

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Add Profile

When you click New, the creation page is displayed, as shown in Figure 3 below:

^{Figure 3: Profile creation form.}

Fill in the fields below:

• Profile Image — click the camera icon to upload an image that will be displayed on the public scheduling page.

• Name — profile name that will be displayed to customers on the scheduling page.

• Nick — unique profile identifier, without spaces or special characters. It is used to compose the scheduling link in the format https://agendamento.tatodesk.com/presencial/{nick}.

• Description — descriptive text about the service profile.

After filling in the fields, click Confirm to save.

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Edit Profile

When you click the edit icon for an existing profile, the edit page is displayed, as shown in Figure 4 below:

^{Figure 4: Profile edit form.}

In addition to the creation fields, the edit screen shows the field:

• Scheduling Link — public URL automatically generated based on the Nick of the profile, in the format https://agendamento.tatodesk.com/presencial/{nick}. Click the copy icon next to the field to copy the link to the clipboard.

After making the changes, click Confirm to save.

Tip: Share the Scheduling Link with customers so they can independently make new appointments, check, cancel, or update existing appointments.