Business — staff roles and quick reference

Common tasks — quick reference

You do these yourself in /app

Task Where
Complete initial setup Home checklist (opens onboarding wizard)
Set public page name / brand colour / email sender Settings → Business & branding
Enter Stripe keys Settings → Payments
Get an ICS subscribe URL / revoke it Settings → Calendar sync
Connect a provider's Google Calendar Settings → Calendar sync
Manage customers (incl. GDPR export/erase) Customers
Add or change services, locations and discounts Setup
Manage team members, working hours and time off Setup → Team
Book, reschedule or cancel appointments Calendar
Review KPIs and customer feedback Reports
Invite or manage users (business admin) Settings → Users & roles

Ask your Operator (operator-managed)

Task Notes
Change the installation license or system settings Operator controls the Calbok installation
Configure the system-wide SMS account Operator supplies the Twilio connection
Enable AI narrative Operator configures the AI service
See the audit log Operator's Audit Log