Agency Settings

Platform-wide configuration and defaults

Agency Name

Primary Contact

Support Email

Default Brand Color for New Clinics

Default Welcome Message

Default Report Header

1New

2Assigned

3Contacted

4Booked

5Showed Up

6Won

7Lost

NewNew, Assigned

In ProgressContacted, No Answer, Follow-Up Needed

AppointmentBooked, Showed Up

ClosedWon, Lost

InvalidInvalid/Spam

New lead received

In-app

Unassigned lead alert

In-app

Follow-up due reminder

In-app

Overdue response alert

In-app

Booked appointment

In-app

Lead marked lost

In-app

Duplicate detected

In-app

No activity (X days)

In-app

Daily summary

In-app

Weekly summary

In-app