Basic company information and branding
PNG, JPG, or SVG. Max 2 MB.
Default thresholds and financial parameters
Referral invite configuration
SMTP and email delivery configuration
Select which events trigger admin email notifications
Authentication and access control settings
Third-party service connections
Twilio integration and SMS notification settings
Scheduling, reminders, and consultation workflow
Last saved: Feb 3, 2026 at 1:00 PM by Jim McMahon
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