Setup & Administration

Manage booking links, email addresses, webhook URLs, and developer settings.
Booking & Scheduling
Intake Booking URL
Calendly (or similar) link for the initial discovery call. Visitor is redirected here after submitting the intake form.
Coordinator Booking URL
Booking link shared with clients when assigned a coordinator.
Optional template variables: {name}, {email}, {phone} are replaced (URL-encoded) with the visitor's form values. Example: https://example.com/book?n={name}&e={email}&p={phone}. If no placeholders are used, the URL is sent as-is — nothing is appended automatically.
Email Configuration
From Email
Sender address for all outgoing emails. Must be a verified sender in SendGrid.
Owner Notification Email
Where new-lead notification emails are delivered.
Coordinator Email
Recipient when a client sends a message from their dashboard. Used as the To address on EmailClient calls flagged from_client = true.
Developer
Show Debug Panel
Reveals the developer debug panel on all internal pages.
Genres
Editable list of book types shown on the intake form and the edit-book page. Inactive entries are hidden from those forms but still appear on existing projects that use them.
Order Name Active
User Management
Clerk Identity
Optional sign-in for team members. Pages are not gated yet — identity is recorded as the audit log changed_by and note author. Set CLERK_PUBLISHABLE_KEY in the environment to enable.
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