Manage the Host profile, imports and Partner link

The Host profile identifies the person running events and controls account-level preferences. Import and linking tools can reduce repeated setup, but all imported information should be reviewed before it becomes public or is reused.

Before you start

Sign in to the correct ShareDay account and, if you manage more than one business or event, check the name shown in the account switcher before making changes.

How to do it

1. Open Account or Host Profile and confirm the display name, contact details, profile image and any public biography or organisation information.
2. Review email preferences, including weekly event summaries and operational messages. Use an address you regularly monitor.
3. When an import or sync option is available, choose the intended source and review individual fields or media before applying them.
4. After import, remove irrelevant text, private addresses, duplicate images or information that does not belong on a Host profile.
5. To connect with a Partner business, open the Host–Partner link or conversations area and request the correct approved Partner profile.
6. Complete any approval required in the Partner Portal and confirm the link is approved on both sides.
7. Use Partner conversations for the relevant business relationship while keeping guest-specific or event-private information in the correct event tools.
8. If the Host account is created after the Partner became Pro, link it normally; do not create another Partner subscription.

Important details

• The Host profile and Partner profile are separate public identities and can have different contact and media settings.
• An approved link does not automatically make the Host a Partner team member or give the Partner ownership of Host events.
• Weekly summaries are convenience notifications; the live event dashboard remains the current record.

If something does not look right

• If imported data is stale, edit or remove it in ShareDay and review the source connection before syncing again.
• If the expected Partner cannot be linked, confirm that the Partner is approved and that you selected the correct business.

Need help? Use the Help Centre contact form and include the business or event name, the page you were using, and what you expected to happen. Do not send passwords or full payment-card details.