Settings — CM Digital Portal

Business Profile

Business Name

Phone Number

Contact Email Linked to your Cloudflare Access identity — cannot be changed here.

Online Presence & Social

Website URL

Google Review Link Used in review request emails. Find this link in your Google Business Profile dashboard under “Get more reviews.”

Notification Preferences

New lead submitted Notify when someone submits your contact or booking form. New VIP list signup Notify when a new member opts in to your VIP promotions list. New booking confirmed Notify when an appointment is booked or rescheduled via Cal.com. Review or feedback received Notify when a client posts a Google review or submits private feedback.

Email sending is a Phase 2 feature. Preferences are saved now and will activate when the notification provider is connected.

Team Members

Member	Role	Status	Actions
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Roles: Owner — full access, billing, danger zone, team management. Admin — settings & team (not billing/danger zone). Manager — all operational data, no settings. Staff — leads & VIP only, no export or reports.

Integrations

📅

Cal.com

Booking scheduler — appointments from Cal.com sync to your Bookings page.

Connected

📊

Google Analytics 4 & Tag Manager

Website analytics via GTM container GTM-5Q59V4H7.

Connected

📣

GoHighLevel

CRM and marketing automation provider for campaigns and automations.

Not connected

Phase 3

💳

Stripe

Billing and subscription management. Invoices and plan upgrades.

Not connected

Phase 2

💬

Twilio

SMS messaging for review requests, appointment reminders, and campaigns.

Not connected

Phase 3

Billing Phase 2

Billing & Subscriptions

View invoices, manage your plan, and update payment methods. Billing will be managed through Stripe and is available in Phase 2.

Danger Zone

Delete All Portal Data

Permanently delete all leads, VIP members, events, bookings, and discount codes for this business. This cannot be undone. Requires owner confirmation and a Phase 2 backend endpoint with audit logging.

Close Account

Permanently close this business account and delete all data. Your Cloudflare Access policy will need to be revoked separately. Requires support confirmation. Available in Phase 2.

These actions are permanent and owner-only. They will be enabled in Phase 2 with server-side confirmation, rate limiting, and audit logging.