Settings page reference

What every section is for.

3 min readUpdated May 10, 2026

Why this matters

When something is misconfigured, the Settings page tells you. Knowing what each tile means saves a debug call.

What each section is

  • Agency: brand-level config (agency name, Katelyn's email, time zone).

  • Master Sheet and Drive folders: IDs of the actual Sheet and folders. Useful for a sanity check.

  • Document templates: IDs of the four template Docs (intake, profile, engagement letter, staff contract). All four should show 'Configured'.

  • Integration secrets: status only (the secret values never display). Each integration shows live or stub mode. Stub mode means we are returning mock data; switch to live by adding the relevant secret to Apps Script Properties.

  • 5-email nurture sequence: toggle the sequence on/off (see 'The 5-email nurture sequence' article).

  • Locked-in fees and defaults: the fee structure (D1-D4 decisions). Edit by changing source defaults in apps-script/14_actions.gs and 19_contracts.gs, then redeploy.

  • Deployment: which Apps Script deployment ID we are talking to.

Related guides