Demo mode active
Contacts
Select a contact to view details
Filter contacts
Supporters
All supporters
Community
Organisations
Select an organisation to view details
Pipeline
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£
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Closed
to
Actions
Open tasks across all contacts
Overdue
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Need attention now
Due This Week
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Next 7 days
Due This Month
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Next 30 days
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Connect Gmail
Browse recent threads and log them to Reservoir contacts.
Gmail
Recent threads from your connected account
Bookings
Appointments booked through Cal.com
Settings
Your account
Name
Shown at the bottom of the sidebar
Email
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White-label Branding
Configure this instance for your client. Name, logo, and primary colour drive the entire app appearance.
Client name
Shown in the sidebar header and browser tab title
Client logo URL
Direct image URL. Leave blank to use an initials chip from the client name.
Primary colour
Drives every accent in the app — buttons, links, active states, nav highlights
Field options
Options shown in the Type, Sport and Region dropdowns on organisations.
Renaming an option updates every organisation using it.
Stages
Add, rename, reorder or remove pipeline stages. Probability is applied
automatically to every deal in a stage. Outcome marks a stage as Open,
Won or Lost (Won/Lost are excluded from active-pipeline figures).
Google Calendar
Connection
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Connect
Connect the account owner's Google account
Calendar to use
Dedicated keeps Reservoir events off your personal calendar
Sandbox mode
Simulated syncs only — no live Google credentials in use
Simulate inbound change
Move or delete a synced event in "Google" to test reconciliation
Cal.com Connection
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Sandbox mode
Simulated webhooks only — no live Cal.com instance in use
Embed mode
How the booking link appears in the Bookings view
Package Templates
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Time Package Settings
Low-balance alert threshold
Alert when a package drops to or below this many minutes
min
Restore minutes on cancellation
Credit booked minutes back when a booking is cancelled
Draw order
Which package to draw from first when a contact has several
Also notify the contact
In addition to the account owner (channel wiring comes later)
Database
Supabase project
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Last successful read
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Last backup
Daily at 02:00 UTC
Export data
Download all tables as a single JSON file
Security
Two-factor authentication
Require a one-time code on sign-in
Coming soon