What is the Company Settings page?
Company Settings is where you set up your organization’s identity in Shape: your company name and contact details, website, logo, customer portal footer, and company time zone. It’s one of the first pages to complete when you set up a new Shape account.
Why it matters:
- Your brand in your templates. Your company name, logo, and other company details pull into some of your templates, so what you enter here shows up in communications your customers see.
- Accurate company details. One reliable source for your name, email, phone, address, and website means fewer typos and outdated details in customer-facing content.
- Automation on the right clock. Your company time zone sets the clock for account-wide automation schedules, such as triggers, Shark Tank run schedules, and inbound call routing hours.
- Calls and texts at the right time for each lead. Shape’s Time Zone Protect then makes sure outbound calls and texts reach each lead during their own local calling hours, wherever they live.
How to open Company Settings
- Click Settings in the top navigation bar.
- Open the Account Management dropdown.
- Select Company Settings.
Field reference
| Field | What to enter | Where it’s used |
|---|---|---|
| Company Name | Your legal or brand name | Your company’s identity in Shape; pulls into some templates |
| Company Email | Your main business email | Your company contact details; can pull into templates |
| Company Phone | Your main business phone number | Your company contact details; can pull into templates |
| Company Address | Your primary business address | Your company contact details; can pull into templates |
| Website URL | Your company website | Your company contact details; can pull into templates |
| Time Zone | The time zone your main office operates in | The clock for account-wide automation schedules (see below) |
| Portal Footer | A short line such as a company motto | The bottom of your customer portal’s application landing page |
| Company Logo | Your logo image file | Pulls into some templates (not your customer portal) |
Your logo and branding
The logo you upload here pulls into some of your templates, along with details like your company name. It’s often one of the first pieces of your brand a customer sees, so it’s worth getting right. The Company Settings logo doesn’t appear on your customer portal; if you need to update your portal’s branding, contact Shape Support.
Recommended logo sizes
| Logo shape | Recommended size |
|---|---|
| Square | 160 × 160 px |
| Rectangle | 250 × 150 px |
Tips for a sharp logo:
- Resize your image to the recommended dimensions before uploading. Very large files are scaled down and often come out blurry.
- Use a clean, high-contrast version of your logo with minimal fine detail.
- After uploading, preview a template that uses your logo to check how it looks.
Portal footer
The Portal Footer appears at the bottom of your application landing page. Most companies use it for a short motto or tagline that adds a personal touch. Keep it brief so it reads well on phones as well as desktops.
Your company time zone and Time Zone Protect
Shape uses two different clocks, and knowing which one applies prevents most timing surprises.
- Your company time zone is the clock for account-wide automation schedules. For example, scheduled triggers, Shark Tank run schedules, inbound call routing rule hours, and holiday emails (which go out at 9:00 AM company time) are based on it. User profile time zones don’t control automation timing.
- Time Zone Protect decides when outbound calls and texts can actually reach each lead, based on the lead’s own location and local calling hours.
In other words, your company time zone decides when automation becomes due. Time Zone Protect decides whether a call or text can go out to that lead right now.
Which clock does each activity use?
| Activity | Timing is based on |
|---|---|
| Scheduled triggers and holiday emails | Company time zone |
| Shark Tank run schedules (the hours a Shark Tank is open) | Company time zone |
| Inbound call routing rule hours (which rule handles a call) | Company time zone |
| Which leads appear in an open Shark Tank | Time Zone Protect, using each lead’s location |
| Drip campaign step timing | The lead’s time zone when available; company time zone as a fallback |
| Outbound texts (bulk, automated, and manual) | Time Zone Protect, using the lead’s location |
| AI outbound calls and texts | Time Zone Protect, using the lead’s location |
| Calls placed by users | Time Zone Protect, when the account’s calling toggle is on |
| Inbound calls answered by AI or your team | No calling-hour restriction; routing hours follow the company time zone |
How Time Zone Protect finds a lead’s time zone
Shape checks the lead’s Present ZIP Code and State first, then Mailing, then Property address. It uses the phone number’s area code only as a last resort. If the exact time zone can’t be confirmed, Shape applies the most restrictive calling window. Your company time zone isn’t used to decide a lead’s calling window.
Example: Your office is in California and your company time zone is Pacific. A drip text becomes due at 7:00 AM Pacific for a lead living in New York. It’s 10:00 AM in New York, inside that lead’s window, so the text goes out. The same text due at 7:00 PM Pacific would wait, because it’s 10:00 PM in New York, until the lead’s window opens the next morning.
Shark Tank example: Your company time zone is Eastern, and a Shark Tank’s run schedule is 9:00 AM to 5:00 PM. The Shark Tank opens at 9:00 AM Eastern. A lead living in California won’t appear in it until 8:00 AM Pacific (11:00 AM Eastern), when that lead’s Time Zone Protect window opens. Both conditions must be met for a lead to be claimable.
Inbound call routing example: Your company time zone is Pacific, and a routing rule sends calls to your sales team from 8:00 AM to 5:00 PM, with an after-hours rule for everything else. A customer in New York who calls at 9:00 AM their time (6:00 AM Pacific) reaches your after-hours rule, because routing hours follow your company time zone, not the caller’s. Time Zone Protect doesn’t apply to inbound calls.
Choosing the right company time zone
- Pick the time zone of your main office, or wherever your team plans its automation schedules.
- Review your run schedules, Shark Tank run schedule hours, inbound call routing hours, and trigger timing after changing it, since they follow the company clock.
- You don’t need to change your company time zone to reach leads in other time zones. Time Zone Protect handles that per lead.
Company Settings setup checklist
- ✓Company name, email, phone, and address are current
- ✓Website URL is entered
- ✓Company time zone matches your main office
- ✓Logo uploaded at 160 × 160 px (square) or 250 × 150 px (rectangle)
- ✓A template that uses your company details previewed to confirm they look right
- ✓Portal footer added and checked on your portal
- ✓Run schedules, Shark Tank run schedule hours, inbound call routing hours, and trigger timing reviewed after any time zone change
- ✓Time Zone Protect calling toggle reviewed for user calls (it’s off by default)
- ✓Lead addresses are complete, so Time Zone Protect can time calls and texts precisely
Frequently asked questions
My company logo looks blurry. What should I do?+
Resize it to 160 × 160 px for a square logo or 250 × 150 px for a rectangle, then upload it again. Large image files are scaled down and often lose sharpness.
Can I have more than one company on my account?+
No. Each Shape account has one company on the Company Settings page.
Where does the portal footer appear?+
At the bottom of your customer portal’s application landing page. It’s most often used for a company motto.
Where does my company information show up?+
Your company name, logo, and other company details pull into some of your templates. Keeping Company Settings current keeps those templates accurate.
Why doesn’t my Company Settings logo show on my customer portal?+
The Company Settings logo isn’t used on the customer portal. To update your portal’s branding, contact Shape Support.
What does the company time zone control?+
It’s the clock for account-wide automation schedules, such as scheduled triggers, Shark Tank run schedule hours, inbound call routing rule hours, and holiday emails. Drip campaigns use it as a fallback when a lead’s time zone isn’t available.
Does my company time zone decide when leads get calls and texts?+
No. Time Zone Protect times outbound calls and texts using each lead’s own location and local calling hours.
Do users’ profile time zones affect automation?+
No. Automation schedules run on the company time zone, not individual user time zones.
My team works in several time zones. Which should I choose?+
Choose your main office’s time zone, or the one your team uses to plan automation. Time Zone Protect handles lead time zones automatically, so you don’t need a separate company setting for each region.
Why did a text go out later than its scheduled time?+
The automation may have been due on the company clock while the lead was outside their local calling window. Time Zone Protect holds the text until the lead’s window opens.
Does Shape adjust for daylight saving time?+
Yes. Time Zone Protect adjusts calling windows for daylight saving time automatically.
Need help?
Email help@setshape.com, call Support at (888) 718-6344, or visit setshape.com/support.
Related guides: Time Zone Protect · Drip Campaigns · Manage Triggers · Managing Holidays · Shape Customer Portal