Getting Started

How to Update Business Details for Rebranding

Update your business name, logo, and branding across Local Business Pro when your company rebrands.

intermediate 5 min read rebranding business-name update logo
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Quick Answer: Go to AI Logic > Business Details and update your business name, upload your new logo, and set new brand colors. Also update your AI Receptionist name/personality if needed. These changes affect all future documents and AI conversations.

Rebranding Checklist

When rebranding, update these areas in Local Business Pro:

  1. Business Details - Name, logo, colors, contact info
  2. AI Receptionist - Update how AI introduces your business
  3. Email Templates - Update any email content with old branding
  4. Website Chat - Update chat widget appearance if needed

Step-by-Step Update

  1. Navigate to AI Logic > Business Details
  2. Update Business Name to your new name
  3. Upload your new logo in the Brand section
  4. Update brand colors to match new branding
  5. Update contact information if changed
  6. Click Save Changes
  7. Navigate to AI Logic > Receptionist
  8. Review AI personality and scripts for old business name references
  9. Update FAQs and Business Information with new details
  10. Click Save Changes

What Changes and What Doesn't

  • New documents: Will use new branding immediately
  • Existing documents: Keep old branding (invoices, past estimates)
  • AI conversations: Will use new name and info immediately
  • Historical records: Contact history, job records unchanged

Frequently Asked Questions

Q: Do I need to update my phone number?
A: Only if your phone number is changing. Your AI receptionist number stays the same unless you specifically change it.

Q: Will customers see the old name on past invoices?
A: Yes, historical documents retain their original branding. This is actually good for record-keeping accuracy.