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Monitor
Connect to Airtable first
Go to Clients tab and connect your token
Tools
Database
Webhooks & Setup
Calendly Webhook Setup
Lists, deletes and recreates Calendly webhook subscriptions. Gets signing key.
Field Setup
Creates missing rollup fields and fixes broken formula fields in Airtable.
Data Tools
Email Resolver
Review unmatched lesson/purchase emails one by one — link or skip.
Record Linker
Bulk-links lesson, purchase, and group class records to clients by email.
Waiver Backfill
Links all Waiver Log records to their client by matching signer_email.
Package Override
Bulk-matches client package declarations to the Packages Catalog.
Archived — Migration Only
Package Reconciliation
Assigned packages to 47 unmatched clients from ThriveCart + Acuity + Calendly data.
ThriveCart Match
Set package_override for "We don't need a choreography" clients.
Smart Confirm
Looked up lesson history, suggested packages, confirmed pending clients.
Confirm Packages
Bulk-confirmed all clients with package_override. One-time use.
Client Sync
Compared Google Sheet against Airtable. One-time migration.
Migration
Initial data migration from Google Sheets to Airtable.