> For the complete documentation index, see [llms.txt](https://help.rechat.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.rechat.com/guides/getting-started/setting-up-your-account.md).

# Setting Up Your Account

In this guide, you'll update your profile information, customize your email signature, connect your contacts, email and calendar, verify your MLS, and link your Instagram account to unlock the full power of Rechat.

{% embed url="<https://rechatq.wistia.com/s/o1m8j3bzli0s7jj>" %}

### What You'll Learn

By the end of this guide, you'll know how to:

* Complete your personal profile
* Upload your headshot
* Create an email signature
* Connect Google or Microsoft
* Connect Follow Up Boss (optional)
* Verify your MLS
* Connect Instagram

### Step 1: Open Your Profile

1. Click your name in the upper-right corner.
2. Select **My Profile**.

<figure><img src="/files/exsvilkBrGq73S8MD3MP" alt=""><figcaption></figcaption></figure>

### Step 2: Update Your Profile

Complete the information on the **Profile** tab.

We recommend reviewing and updating:

* First & Last Name
* Email Address
* Phone Number
* Professional Designation
* Bio
* Website
* Social Media Links
* Headshot

Your profile information is used throughout Rechat and automatically appears on your marketing materials, presentations, and emails.

<figure><img src="/files/c79Wo71eYnxbv5EAwKvz" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
**Headshot:** For best results, use a square profile photo in PNG or JPG format, approximately 700 × 700 pixels.
{% endhint %}

### Step 3: Set Your Time Zone

Select the time zone where you work.

Your time zone controls when scheduled emails, reminders, and Rechat Daily are delivered.

After making changes, click **Update**.

<figure><img src="/files/i4LeDxNhB4i3ESuYL9kS" alt=""><figcaption></figcaption></figure>

### Step 4: Create Your Email Signature

Open the **Email** tab to customize the signature that's automatically included on every Simple Email you send through Rechat.

You can include:

* Your contact information
* Brokerage information
* Logos
* Images
* Links

When you're finished, click **Save**.

<figure><img src="/files/pZWF5iWXzNz4UU9ZAb0O" alt=""><figcaption></figcaption></figure>

### Step 5: Connect Your Accounts

Open the **Integrations** tab to connect the services you use every day.

These integrations unlock additional features throughout Rechat.

<figure><img src="/files/CWqAh2BJavYo967gyZ31" alt=""><figcaption></figcaption></figure>

#### Connect Google or Microsoft

Connect your Google or Microsoft account to sync:

* Email
* Contacts
* Calendar

This allows Rechat to automatically keep your communication and scheduling up to date.

<a href="/pages/-MJZzvvYDNlMXfs6zIMr" class="button primary" data-icon="head-side-gear">Learn More</a>

#### Connect Follow Up Boss (Optional)

If you use Follow Up Boss as your CRM, connect your account to sync contacts into Rechat.

This integration is optional and only needed if you or your brokerage uses Follow Up Boss.

<a href="/pages/MA6mFbDV9PdHzjdHo2S2" class="button primary" data-icon="head-side-gear">Learn More</a>

#### Verify Your MLS

Connect your MLS to unlock agent features, including:

* Listing Search
* Listing Marketing
* Presentations (CMA)
* Transactions (if applicable)

To add an MLS account:

1. Click **Add MLS**.
2. Enter your Agent License Number, MLS ID, or NRDS ID.
3. Select your MLS.
4. Complete the verification process using your MLS email address or phone number.

<figure><img src="/files/cc9mFmd8NpGN1GePYhIu" alt=""><figcaption></figcaption></figure>

#### Connect Instagram

Connect your Instagram account to schedule and publish social media content directly from Rechat.

To add a new account:

1. Click **Connect Instagram**.
2. Complete Facebook's authorization process.

Once connected, you'll be able to schedule and publish eligible marketing content directly to Instagram.

{% hint style="info" %}
Learn how to **connect your professional Instagram account and a Facebook page** [**here**](https://www.facebook.com/business/help/898752960195806?id=419087378825961).
{% endhint %}

<figure><img src="/files/DUHbOilwnVdaHThyouVT" alt=""><figcaption></figcaption></figure>

### You're Ready!

Your account is now configured and connected.

With your profile complete and your integrations in place, you're ready to start using Rechat's People Center, Marketing, Search, Transactions, and AI tools.

<a href="/pages/-MO2jmfbD-y13B9CZHK0" class="button primary" data-icon="comment-question">Need help? Let us know!</a>


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