Welcome

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Show:
Calendar:
Person:

Confirmed Pending Blocked Time off Today
Role: Resource:

Resources

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Time Off

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Blocked Dates

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Projects

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Calendars

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Resources

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Roles

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Tasks

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Fields

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Reports

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| →

By Calendar

By PM

By Task Type

By Tracked Metric

Totals for each configured numeric custom field over the selected window. Open totals are pipeline-scoped (not date-bound).

Scheduling Defaults

Fallback values when a calendar doesn't set its own. All values in business days.

Automated Reminders

Auto-send reminder emails to customers with unbooked projects.

Post-Install Feedback

Automatically send satisfaction surveys after install dates pass.

Auto-Archive

Automatically archive confirmed projects after their install dates have passed.

Days after last install date before archiving. Default: 28.

Admin Tools

Download a point-in-time backup of the database.

Download Backup

Role Definitions

What each role can do. Source of truth for the role picker below.

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User Accounts

Manage who can access this admin panel.

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Delivery Summary

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SMTP Configuration

Configure email sending. Changes take effect immediately.

Email Templates

Customize the emails sent to customers and admins.

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Email Log

Click a row to view the full email content.

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Booking Page Branding

Customize how the customer booking page looks.

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Global Subscription Feed

Subscribe to all confirmed and pending bookings across every calendar. Works in Google Calendar, Apple Calendar, and Outlook — auto-refreshes as bookings change.

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Google Calendar Sync

Auto-create calendar events when bookings are confirmed. Events are deleted on cancel and recreated on reschedule.

From Google Cloud Console → Service Accounts → Keys → JSON. Share the calendar with the service account email.