Business Profile in Neat
We would now like to know how you are using Neat! This information will help our developers with personalizing the experience for customers who are using Neat for Personal purposes and for the customers who are using Neat for Business purposes.
When signing up with Neat, you will be prompted to self identify how you will be using Neat.
If the Business profile is selected, you will then be directed to complete a business profile where you will be asked the demographics of your business.
Once all information is gathered, your business profile will be saved but you can also edit that information at any time.
To edit your business profile, please follow the steps below within the web application.
- Select Account Settings from the drop down menu under your name in the top left corner.
- Select Edit Business Profile in the Account Name section. There you will be able to edit your business profile information.
Users accessing Neat via the mobile application will also be prompted with the Personal/Business question.
If the Business profile is selected, you will then be directed to complete a business profile where you will be asked the demographics of your business.
Users can also manage the business profile from within the settings page of the mobile application. Please follow the steps below within the mobile application.
- From the Settings page, choose Change Business Profile.
- Once selected, you will be able to change your demographic information.
