--- title: "Guide: Profile" description: See steps below for how to set up "Profile" --- [Skip to content](https://support.menumetric.com/guide-profile#main-content) English Show submenu for translations [Contact us](https://support.menumetric.com/kb-tickets/new?hsLang=en) ![MenuMetric_500_130.png\]](https://support.menumetric.com/hs-fs/hubfs/MenuMetric_500_130.png?height=50&name=MenuMetric_500_130.png) Open main navigation Close main navigation - English Show submenu for translations - [Contact us](https://support.menumetric.com/kb-tickets/new) - Go to menumetric.com Go to menumetric.com Hello. How can we help you? - There are no suggestions because the search field is empty. 1. [MenuMetric Help Page](https://support.menumetric.com/?hsLang=en) 2. [Profile](https://support.menumetric.com/profile?hsLang=en) # Guide: Profile ## See steps below for how to set up "Profile" **Step 1: Getting toProfile** Open/Import the desired deal to get the *Sale Information Page.* Once on the *Sale Information Page*, look to the top left and click on *Profile.* *![Profile 1](https://support.menumetric.com/hs-fs/hubfs/Profile%201.jpg?width=688&name=Profile%201.jpg)* **Step 2: Review and Questions** Ensure all the customer and vehicle information is filled out correctly. Use the drop down arrow to select a *Question Template.* *![Profile 2](https://support.menumetric.com/hs-fs/hubfs/Profile%202.jpg?width=688&name=Profile%202.jpg)* **Step 3: Determine the Selected device** Click *External Device* if you want to **Email** or **Text** the questions to the customer or to set up the questions for a separate **Tablet** presentation. Select *Next* if you are presenting on your current computer. ![Profile 3](https://support.menumetric.com/hs-fs/hubfs/Profile%203.jpg?width=688&name=Profile%203.jpg) **Step 4: Only for *External Device* use** **For Email or Text Only:** Enter the customers *Email address* and *Phone number. *Click *Send Profile* *![Profile 4](https://support.menumetric.com/hs-fs/hubfs/Profile%204.jpg?width=271&name=Profile%204.jpg)* **For Tablet Only: **Select the drop down next to *External Device* (Figure 1). On the tablet enter the given URL or scan the QR code (Figure 2)  and enter the given code on the tablet and click *Start Profile* (Figure 3) ![Profile 5](https://support.menumetric.com/hs-fs/hubfs/Profile%205.jpg?width=259&name=Profile%205.jpg) **Figure 1** ![Profile 6](https://support.menumetric.com/hs-fs/hubfs/Profile%206.jpg?width=261&name=Profile%206.jpg) **Figure 2** ![Profile 7](https://support.menumetric.com/hs-fs/hubfs/Profile%207.jpg?width=454&name=Profile%207.jpg) **Figure 3** **For both on computer and External Devices:** It is now the customers turn to click "Start" and answer the questions. Full screen is available and on the right side of the screen (See image below) ![Profile 8](https://support.menumetric.com/hs-fs/hubfs/Profile%208.jpg?width=526&name=Profile%208.jpg) **After Completion of the *Profile*** The answers will be emailed to the F&I Manager if completed via Email or Text. If completed on a Tablet or Computer, the answers will be visible on the *Summary Tab *(this tab is accessible by clicking *Next *at the Thank You screen or using the tabs at the top right. ![Profile 9-2](https://support.menumetric.com/hs-fs/hubfs/Profile%209-2.jpg?width=431&name=Profile%209-2.jpg) Click *Continue Sale: *This will bring you to the *Sale Information Page* of the *Menu Tab* ![Profile 10](https://support.menumetric.com/hs-fs/hubfs/Profile%2010.jpg?width=495&name=Profile%2010.jpg)   - [Contact Us](https://support.menumetric.com/contact-us?hsLang=en#main-content) - [Support Guides](https://support.menumetric.com/contact-us?hsLang=en#support-guides) - [Training](https://support.menumetric.com/training?hsLang=en) - [Importing Deals](https://support.menumetric.com/importing-deals?hsLang=en#main-content) - [AppOne](https://support.menumetric.com/importing-deals?hsLang=en#appone) - [Product Rating](https://support.menumetric.com/product-rating?hsLang=en#main-content) - [General Rating](https://support.menumetric.com/product-rating?hsLang=en#general-rating) - [RV Rating](https://support.menumetric.com/product-rating?hsLang=en#rv-rating) - [Product Contracting](https://support.menumetric.com/product-contracting?hsLang=en) - [Building a Menu](https://support.menumetric.com/building-a-menu?hsLang=en#main-content) - [Logging](https://support.menumetric.com/building-a-menu?hsLang=en#logging) - [Metrics](https://support.menumetric.com/metrics?hsLang=en) - [Settings](https://support.menumetric.com/settings?hsLang=en#main-content) - [Lenders](https://support.menumetric.com/settings?hsLang=en#lenders) - [Employees](https://support.menumetric.com/settings?hsLang=en#employees) - [Connecting AppOne](https://support.menumetric.com/settings?hsLang=en#connecting-appone) - [Presentations](https://support.menumetric.com/settings?hsLang=en#presentations) - [Overview](https://support.menumetric.com/settings?hsLang=en#overview) - [Dealer Information](https://support.menumetric.com/settings?hsLang=en#dealer-information) - [Dealer Information - Sale Defaults](https://support.menumetric.com/settings?hsLang=en#dealer-information-sale-defaults) - [Menu](https://support.menumetric.com/settings?hsLang=en#menu) - [Waiver](https://support.menumetric.com/settings?hsLang=en#waiver) - [Advanced](https://support.menumetric.com/settings?hsLang=en#advanced) - [Locations](https://support.menumetric.com/settings?hsLang=en#locations) - [Vendors](https://support.menumetric.com/settings?hsLang=en#vendors) - [Products](https://support.menumetric.com/settings?hsLang=en#products) - [Custom Presentations](https://support.menumetric.com/settings?hsLang=en#custom-presentations) - [Templates](https://support.menumetric.com/settings?hsLang=en#templates) - [DMS Mapped Products](https://support.menumetric.com/settings?hsLang=en#dms-mapped-products) - [Custom Log Fields](https://support.menumetric.com/settings?hsLang=en#custom-log-fields) - [DMS Mapped Asset Types](https://support.menumetric.com/settings?hsLang=en#dms-mapped-asset-types) - [Profile](https://support.menumetric.com/settings?hsLang=en#profile) - [Agent Notifications](https://support.menumetric.com/settings?hsLang=en#agent-notifications) - [Digital Menus](https://support.menumetric.com/digital-menus?hsLang=en#main-content) - [MyMenu](https://support.menumetric.com/digital-menus?hsLang=en#mymenu) - [System Features](https://support.menumetric.com/system-features?hsLang=en#main-content) - [MenuSelect](https://support.menumetric.com/system-features?hsLang=en#menuselect) - [ZeroPlan](https://support.menumetric.com/system-features?hsLang=en#zeroplan) - [Menu Styles](https://support.menumetric.com/system-features?hsLang=en#menu-styles) - [System Updates](https://support.menumetric.com/system-updates?hsLang=en) - [Product Lenders](https://support.menumetric.com/product-lenders?hsLang=en) - [MultiUnit Deals](https://support.menumetric.com/multiunit-deals?hsLang=en) - [New dealer signup](https://support.menumetric.com/new-dealer-signup?hsLang=en) - [Page Guides](https://support.menumetric.com/page-guides?hsLang=en) - [Profile](https://support.menumetric.com/profile?hsLang=en) - [AppOne](https://support.menumetric.com/appone?hsLang=en) - [ProviderLink](https://support.menumetric.com/providerlink?hsLang=en) - [Payment Plans](https://support.menumetric.com/payment-plans?hsLang=en) - [Protective](https://support.menumetric.com/protective?hsLang=en) - [Tips & Tricks](https://support.menumetric.com/tips-tricks?hsLang=en) [![Chill listening crop-3](https://support.menumetric.com/hs-fs/hubfs/mmlogo.jpg?width=92&height=24&name=mmlogo.jpg "Chill listening crop-3")](https://www.menumetric.com)  MenuMetric Help Center (516) 778-6368, Standard Support: Ext. 3. 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