FeaturesProfile & branding

Brand & billing

Set your brand once — every postcard and landing page picks it up

Profile is the workspace identity layer. It captures the operator, the business location, the services and signature offer, and the brand assets that flow into every Create Postcard and landing page. It's also where workspace admins manage billing, lead credits, and team roles.

What it does

Each capability below is a real surface in the Profile & branding screen — exactly what the team will see and use the first day they sign in.

  • Identity & business

    Capture the operator's name and the business location with Afterplots-powered address autocomplete. Location flows into landing copy, scoring weights, and routing — every part of the workspace knows where you serve.

  • What you offer

    Pick a trade and specialty, write a short summary, tag offered services, list differentiators, and lock a signature offer that lands on every postcard and landing page. Phone and website round out the pack.

  • Refresh services from your website

    Run 'Refresh from website' and Afterplots reads your public site to suggest service tags, differentiators, and summary copy you can edit before saving. New operators get to a populated profile in minutes instead of an empty form.

  • Brand assets — logo and reference photos

    Upload a logo for postcard and landing branding, and add reference photos that give creative cues to Create Postcard. Limits and best-practice notes live next to each control.

  • Mailed postcards profile

    Tiers with mailed postcards configure return-address behavior, sender details, and printer-relevant options on a dedicated card. Try-tier operators see a clear digital-only explanation and a path to upgrade.

  • Plan, credits, and invoices in one place

    Workspace admins see plan tier, lead credit balance, the Afterplots billing portal, an invoice list, and contextual upgrade links for Starter credits, Growth, and Scale. Cancellation is one click and explained in plain copy.

  • Workspace team management

    List members and pending invites, change roles or remove members (admins), revoke invites, and send one-time invite links with a role picker — Viewer, Full, or Admin — each with a clear description of what that role can do.

  • Role-aware tabs

    Tabs adapt to the role: admins see Billing and Team; full members see the panels their plan supports; viewers see read-only versions of the same panels. The wrong button is never visible to the wrong person.

  • Contextual upgrade callouts

    Whenever a user lands on a feature their plan doesn't include — automations, integrations, permits, mailed postcards, teams, or just credits — a contextual callout in Profile explains what unlocks and how to get there.

One brand, one source, every artifact

Profile is the only place a brand asset, a service tag, or a signature offer should live. Every postcard, landing page, export, and team invite reads from the same source.

Availability

Available on every plan. Mailed postcards, billing portal, and team management appear once the corresponding tier or admin role is in place.

Pairs well with

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Profile — identity, brand, billing, team | Afterplots