Collect everything you need first
Before opening the CMS, have ready:
- Full name
- Job title
- Credentials (e.g. “CFP®, CIMA®”) — copy exactly, including ® symbols
- Bio (2–4 paragraphs)
- Bio summary (1 sentence, under 155 characters)
- Email address
- Phone number
- LinkedIn, Facebook, or X/Twitter URLs (if applicable)
- A personal quote (optional but recommended)
- Two photos — portrait and square headshot
Fill in the Name field first
The name drives the URL slug. “Sarah Chen” becomes
/team/sarah-chen. Make sure it’s spelled correctly.Fill in the remaining fields
Work through all the fields. Don’t skip Bio summary — it’s used as the SEO description for their bio page.Full field guide →
Upload both photos
Click the Picture (full) field and upload the portrait photo. Then click Picture (square) and upload the headshot. Both are needed.
After publishing, visit
/team/[their-name] on your site to confirm everything looks right — bio renders correctly, photos show, social links work.