Starbeam — Astrologer CRM

Revenue — This Month

Active Clients

Pending Invoices

Upcoming Sessions

This Week

Needs Attention

Tasks

Today

This Month

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Client	Sun Sign	Sessions	Status	Balance

All Bookings

Client	Service	Date & Time	Format	Status	Invoice

My Templates

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Awaiting Action

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Completed

Template Name

Type

Status

Form Fields

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Revenue — This Month

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Outstanding

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Overdue

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YTD Revenue

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Invoices

Invoice #	Client	Service	Issued	Due	Amount	Status

July 2025

Open Booked

Sun

Mon

Tue

Wed

Thu

Fri

Sat

Booking Rules

Minimum notice

How far ahead clients must book

Maximum advance booking

How far ahead clients can schedule

Buffer between sessions

Auto-blocked after each booking

Max bookings per day

Auto-close slots once reached

Notifications

Confirmation email

24-hour reminder

Payment reminder

Document completion alerts

Client Self-Service

Allow client cancellations

Clients can cancel via their booking link

Allow client reschedule requests

Clients can request a new time via their booking link

Cancellation Policy

Shown to clients before they cancel

Fee window

Charge fee if cancelled within this time

Fee type

Fee amount

% of service price or fixed dollar amount

Fee Payment Links (shown to client if a fee applies)

Stripe

Square

Reschedule Policy

Shown to clients before they request a reschedule

Fee window

Charge fee if rescheduled within this time

Fee type

Fee amount

% of service price or fixed dollar amount

Fee Payment Links (shown to client if a fee applies)

Stripe

Square

Email Settings

Powered by Resend

From Name

Shown as sender name in client emails

From Address

Must be verified in your Resend account

Reply-To

Where client replies land (defaults to your account email)

	Service	Delivery	Duration	Price	Status

	Task	Category	Priority	Due Date	Linked To

Name	Email	Service Interest	Furthest Step	Date

Code	Discount	Applies To	Client	Uses	Expires	Status

Your Practice

Display Name

Your Full Name

Email

Time Zone

Venmo Handle

Cash App Handle

Last 4 Digits of Phone (Venmo & Cash App)

Shown to clients during checkout in case Venmo or Cash App asks for the last 4 digits of your phone number to confirm the recipient.

Payment Window (Days)

For Venmo and Cash App bookings — if payment isn't received within this many days, the booking may be canceled. Shown to clients at checkout.

Booking Page Tagline

Revenue Goal (monthly)

Your Booking URL

starbeam.vercel.app/book/

Appearance

Accent Color

Mode

Booking Portal Appearance

What your clients see

Portal Accent Color

Portal Mode

Logo or Portrait

None

Upload Image

JPG, PNG or WebP
Max 2 MB
Square crops best

✦ New Booking

◎ Lead

✦ Booking

✦ Booking

Document

◉ New Client

◎ Create Invoice

✦ New Coupon

✉ New Written Service

◷ New Appointment Service

✓ New Task

◫ Send to Client

◈ New Package

◈ New Subscription Plan