Manage booking links, email addresses, webhook URLs, and developer settings.
Booking & Scheduling
Intake Booking URL
Calendly (or similar) link for the initial discovery call. Appended to intake form confirmation.
Coordinator Booking URL
Booking link shared with clients when assigned a coordinator.
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.
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.