Set up your CP profile

Name, title, profession, timezone, currency — the identity layer behind every client-facing document.

Your profile is how you appear to clients inside the Cradled app and on every invoice, contract, and signing page you send.

Where to find it

Account → Profile.

Fields that matter

Display name — the name clients see ("Kristi Field", not "kristi_field_99"). Use the name you'd write on a contract.

Display title — your professional title ("Postpartum Doula", "IBCLC", "Registered Midwife"). Appears under your name on signing pages and client app cards. Short is better — under 40 characters reads best.

Profession — a dropdown that determines a few defaults (for example, lactation consultants see feeding analytics more prominently). Pick the best match. If you wear multiple hats, pick your primary one.

Timezone — this is the single source of truth for appointment times. If a client books 10:00 AM, that's 10:00 AM in your timezone, not theirs. Set it carefully; changing it after you've booked appointments will shift displayed times.

Currency — the currency used on all your invoices and contracts. This is not easily changeable later — invoices already sent stay in their original currency. Get it right first time.

Optional

Email — read-only, matches your login email.

Photo / avatar — coming in a later update; for now clients see initials.

After you save

Changes apply immediately to new documents. Invoices and contracts you've already sent keep their original details — we snapshot business info at send time.

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