Where do I edit the basic information shown on the cover page? What steps do I take to change general information on the cover page? How can I update the general details on my cover page?
The General section of the Cover Page in Bizplan includes your company name, plan title, plan year, and logo. Keeping this information up to date ensures your business plan is professional and accurate.
Steps to Edit General Information
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Log in to your Bizplan account.
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From the left-hand menu, click on Business Plan.
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Select Cover from the Setup section.
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In the General section, you can edit the following:
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Company Name
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Plan Title
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Plan Year (choose from a dropdown list)
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Logo – Click the Upload button to add or update your logo.
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All changes made are saved automatically.
Important Notes
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All information entered in the Cover section—including General and Contact Info—will appear on the first page of your exported business plan PDF.
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Ensure that details such as your company name, logo, and contact information are accurate and up to date.
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You can return to this section at any time to make updates as your business evolves.