Settings
Sunday, April 26, 2026
Settings
Settings
Business profile and workflow preferences
This frontend settings area keeps the dashboard ready for future account customization, reminder preferences, and operational defaults.
Business details
Brand and contact identity
Notification logic
Frontend reminder preferences
Workflow defaults
Operational notes
Collect client basics before documents
Keep payment status visible on every client card
Attach file uploads directly to the client profile
Use analytics to monitor pending load and earnings
Demo tools
Reset sample CRM data
This frontend preview uses session-based sample data only. Resetting will restore the original showcase dataset without any backend dependency.