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Settings
Mediation ManagerMediator Profile
Intake Field Toggles
Turn off fields you don't need. Case Type, party names/emails/phones, and Dispute Type/Summary always show — everything else here is optional.
Zoom Integration
Used to create Zoom meetings for scheduled sessions. Create a Server-to-Server OAuth app for your own Zoom account in the Zoom App Marketplace and enter its credentials below — each mediator connects their own Zoom account.
Google Calendar (Public Booking)
Connect your Google Calendar so the public booking widget can check your busy times. Read-only — this never creates or modifies events on your calendar.
Time Off / Blocked Dates
Block date ranges the public booking widget should never offer, on top of whatever's already busy on your Google Calendar.
Email Templates
Edit these anytime, or add your own. Sending (manual and automated) is a separate piece not built yet — this is where the content lives.
Custom Fields
Fields added here become available as merge tokens in every email template automatically. Built-in fields can't be removed here.
Mediation Summary PDF
Controls the layout and text of the Mediation Summary PDF generated from a case's Sessions tab.
{{caseNumber}}
{{caseType}}
{{sessionDate}}
{{location}}
{{partyNames}}
{{mediatorName}}
{{mediationFee}}
{{disputeType}}
{{claimAmount}}
{{courtCaseNumber}}
Agreement to Mediate (Civil)
Controls the boilerplate legal sections of the Civil "Agreement to Mediate" PDF generated from a case's Overview tab. No letterhead or logo — this document is unbranded by design.
{{caseNumber}}
{{plaintiffNames}}
{{defendantNames}}
{{plaintiffAttorneyNames}}
{{defendantAttorneyNames}}
{{mediationFee}}
{{feeType}}
{{mediatorName}}
Family Settlement Agreement
Master section templates for the guided settlement agreement builder — custody, child support, spousal support, property division, debts, and other provisions. Edited on their own page since the content runs long.
Settlement Agreement (Civil) — Templates
Named boilerplate templates for the Civil Settlement Agreement PDF, generated from a case's Agreement tab. Add one per court/county as needed — e.g. a Tarrant County standard version alongside others. No letterhead or logo — this document is unbranded by design. No mediator signature line — the mediator is not a party to the settlement contract.
Scheduling Email Template
Sent automatically, once per side, whenever a Scheduling Triage request is created — each party gets only their own link. There's just this one fixed template (not a picker list) since it's always auto-sent, never chosen manually at send time.
Mediation Status Report Master Template
Seed-once model. Editing here changes future reports only — reports already created on a case keep their own independent copy.
Status Options
Reorder, edit, disable, or add. These become the picker on the case.
Caption Formats
Right-hand caption column per court type. County wording varies — Tarrant uses "County Court of Law #N". One line per caption row; blank lines are preserved as empty rows.
