Overview/Dashboard/Agency Settings

Agency & Privacy Preferences

Configure client booking links, agency branding, privacy masking, and baseline defaults.

Agency Profile & Client Acquisition

Displayed in badges and footer of public proof receipts.
Your personal or agency lead name on public portfolio.
Work With Me CTA
When set, clients can book directly via your calendar from the “Work With Me / Request Audit” modal on your portfolio and case studies.
Public Link
When provided, a direct website link badge is shown on your public portfolio so visitors can visit your primary website.
Displayed prominently underneath your name on your public portfolio page.
/u/

NDA & Confidentiality Configuration

Portfolio Data Export

Download a verified spreadsheet of all 0 receipts including baseline metrics, 30-day click tallies, average ranks, and public URLs.