Your business profile supplies the identity, contact, regional, and brand information Moxie uses throughout client-facing work.

Only a subset of these fields is required, but complete information produces more polished invoices and agreements.

Business details keeps the identity, locale, and contact information Moxie reuses throughout your workspace together.

During initial setup, choose Professional, Studio, Casual, or Minimal and set your Primary, Secondary, and Accent colors. A logo and brand font are optional; the personality supplies a recommended font pairing when you leave the font blank. Review the live form or invoice preview before saving. Moxie publishes your default Brand Kit, uses its logo as the workspace logo, and creates the matching invoice template if none exists. Existing invoice templates and invoice copies keep their saved appearance.

To fine-tune the kit, open Settings → Brand kits. Add alternate logos, choose heading and body fonts, and adjust field, choice, button, text-role, spacing, and state styles. Published kits can be assigned to scheduling links, reusable forms, or client form requests. Saving another draft leaves live experiences on the latest published version until you publish again. See Manage business details and branding for the full workflow.

Updates to shared business information are used by features that reference the live workspace record. Content copied into a specific document may still need to be refreshed or edited in that document.

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