RevitPay Email Signature Setup Instructions
Complete guide to creating and installing your personalized RevitPay email signature
1Gather Your Information
Before starting, have the following information ready:
- ✅ Your full name
- ✅ Your job title
- ✅ Your phone number
- ✅ Your RevitPay email address
- 📸 Your professional headshot (optional)
- 📅 Your Microsoft Bookings or scheduling link (optional)
2Setting Up Your Headshot (Optional)
Why Add a Headshot?
- Makes your emails more personal and professional
- Helps clients recognize and remember you
- Builds trust and connection
How to Upload Your Headshot:
Method 1: ImgBB (Recommended - Easiest)
- Go to
imgbb.com
- Click "Start uploading" or drag your photo onto the page
- Wait for upload to complete
- IMPORTANT: Click directly on your uploaded image
- Right-click on the image and select "Copy image address"
- Paste this link into the signature generator
Method 2: Google Drive
- Upload your photo to Google Drive
- Right-click the file → "Get link" → Set to "Anyone with the link can view"
- Copy the link and modify it:
- Change:
https://drive.google.com/file/d/[FILE_ID]/view?usp=sharing
- To:
https://drive.google.com/uc?id=[FILE_ID]
Photo Guidelines:
- Use a professional, clear headshot
- Square format works best (will be displayed as a circle)
- High resolution for best quality
- Business appropriate attire
3Setting Up Your Booking Page (Optional)
Microsoft Bookings Setup:
- If you have Microsoft Bookings set up, copy your booking page URL
- It typically looks like:
https://outlook.office365.com/owa/calendar/[YourBookingPage]
Alternative Scheduling Tools:
- Calendly:
https://calendly.com/your-username
- Acuity Scheduling: Your custom booking URL
- Other tools: Any public scheduling link you use
4Using the Signature Generator
Fill Out the Form:
- Full Name* - Enter your complete name
- Job Title* - Your official RevitPay position
- Phone Number* - Your direct business line
- Email Address* - Your @revitpay.com email
- Headshot Image URL - Paste your image link (optional)
- Microsoft Booking Page - Paste your scheduling link (optional)
*Required fields are marked with *
Generate Your Signature:
- Click "Generate Signature"
- Review your signature in the Preview tab
- Click "Copy Formatted Signature" to copy for email clients
5Installing in Email Clients
Microsoft Outlook (Desktop):
- Open Outlook
- Go to File → Options → Mail
- Click "Signatures..."
- Click "New" to create a new signature
- Paste your copied signature into the editor
- Set as default for new messages and replies
Microsoft Outlook (Web):
- Go to Outlook.com or Office 365 web
- Click Settings (gear icon) → View all Outlook settings
- Go to Mail → Compose and reply
- Paste your signature in the email signature box
- Save changes
Gmail:
- Open Gmail settings (gear icon → "See all settings")
- Scroll to "Signature" section
- Paste your signature
- Save changes
6Troubleshooting
Headshot Not Showing?
- ✅ Make sure you copied the direct image link, not the page link
- ✅ For ImgBB: Click on the image first, then right-click → "Copy image address"
- ✅ Test the image URL by pasting it in a new browser tab - you should see just your photo
Signature Looks Broken?
- ✅ Use "Copy Formatted Signature" not "Copy HTML Code"
- ✅ Paste directly into your email client's signature editor
- ✅ Don't paste into a plain text editor first
Booking Link Not Working?
- ✅ Make sure your booking page is set to "public" or "anyone with link"
- ✅ Test the link in a private/incognito browser window
7Best Practices
Professional Guidelines:
- ✅ Keep your headshot professional and current
- ✅ Update your signature if your role or contact info changes
- ✅ Test your signature by sending yourself an email
- ✅ Check how it looks on mobile devices
RevitPay Branding:
- ✅ Don't modify the company logo or colors
- ✅ Keep the confidentiality notice intact
- ✅ Social media links are company-wide (not personal)
Quick Reference Checklist
Before You Start:
- ☐ Professional headshot ready
- ☐ Image uploaded to ImgBB or Google Drive
- ☐ Direct image link copied
- ☐ Booking page URL ready (if using)
Using the Generator:
- ☐ Fill in required fields (name, title, phone, email)
- ☐ Add optional headshot URL
- ☐ Add optional booking page URL
- ☐ Click "Generate Signature"
- ☐ Click "Copy Formatted Signature"
Installing in Email:
- ☐ Paste into email client signature settings
- ☐ Set as default signature
- ☐ Send test email to yourself
- ☐ Verify everything displays correctly
RevitPay Email Signature Generator
Enter your information below to create your personalized RevitPay email signature.