All Bookings
Revenue & Analytics
Bookings by type
Bookings by location
Monthly revenue — this year vs last year This year Last year
Location and type filters apply. The date range above does not — the last 12 months are always compared.
Sales CRM
Admin Settings
Database Sync
Pulls Acuity bookings — including cancelled and no-shows — in 30-day windows so nothing is dropped. Leave dates blank to sync from 1 Mar 2026 to 12 months ahead.
Twilio — SMS
Used for morning team briefings and client check-in/out alerts.
SendGrid — Email
Used for client check-in/out notification emails.
Acuity Live Sync
Bookings are kept current by a scheduled sweep that re-pulls recent appointments every 15 minutes. Webhooks are not in use — remove any left registered in Acuity so they stop retrying.
New Lead Alerts
Get notified the moment a salesperson adds a lead. Leave a field blank to skip that channel.
Team Members
Add mobile numbers to receive the daily morning briefing SMS.
Notification Log
Last 20 SMS and email notifications sent.