Platform Configuration
These settings apply to all tenants. Changes take effect immediately.
Agency-scope and platform-scope trading partners. Tenant-specific partners are managed from each tenant's detail page.
No agency or platform-scope partners yet.
Click "Add Partner" above to connect one.
Payments (Stripe)Coming soon
Configure the agency-wide Stripe account used to collect member dues, enrollment fees, and subscriptions. Per-tenant keys will be configurable from each tenant's Integrations tab.
Email & SMSComing soon
Agency-wide SendGrid (email) and Twilio (SMS) defaults for outbound member notifications, marketing, and 2FA.
Accounting (QuickBooks)Coming soon
Sync invoices, payouts, and EOBs to a QuickBooks Online account for agency-level reporting.
Automation (Zapier / Webhooks)Coming soon
Agency-wide outbound webhooks and Zapier triggers for enrollment, claim, and payment events.