FRIDAY · JUNE 13 · 2026
◆12 CREDITS
◆3 LEADS REMAINING
Settings
Your profile, your firm, your team, and how Booked by Friday connects to your tools.
Your profile, calendar, availability, and notifications.
Profile
You personally. Your firm details are managed by your account owner.
Photo
Shown on your avatar, in team views, and on meetings you take.
SM
MW
Full name
Phone
For your own notifications. Stored in E.164.
Email
Managed in your account login. Change it under Account & security.
sarah@riversideaccounting.com
Account & security
Your sign-in and how you keep the account safe.
Email
Used to sign in and for account notices.
sarah@riversideaccounting.com
Password
We email you a secure reset link; you set the new password there.
Two-factor authentication
Require a code from your authenticator app at sign-in.
Active sessions
●
CURRENT
This device · Chrome on macOS
Portland, OR · active now
○
iPhone · Booked by Friday app
Last active 2 hours ago
Notifications
Choose what reaches you, and how. Reminders to your prospects are always automatic and set elsewhere.
What you hear about, and where
Event
Push
Email
Text
New lead delivered
Speed-to-lead is the #1 driver of conversion.
Prospect replied
A lead texts or emails you back.
Lead expiring soon
An unworked lead is about to expire.
Meeting booked for you
We schedule a new meeting on your calendar.
Upcoming meeting reminder
A heads-up before each of your meetings.
Meeting needs an outcome
Before it auto-marks held.
Prospect cancelled or rescheduled
A booked prospect changes plans.
Low credit balance
When credits drop to your threshold.
Billing & payments
Auto-refills, receipts, failed payments.
Weekly performance summary
Your numbers, every Monday morning.
Delivery
Browser & mobile push
This device, Chrome on macOS. Enable to receive push at all.
Quiet hours
Hold non-urgent notifications overnight. New leads still come through, always.
9:00 PM – 7:00 AM
Low-credit threshold
The balance that triggers the low-credit alert above.
credits
Calendar
Connect your calendar so meetings appear automatically and your busy times block double-booking. One calendar per person; connect your own.
G
Google Calendar
✓ Connected as sarah@riversideaccounting.com · healthy
O
Microsoft Outlook
Coming soon
How the connection behaves
Add my meetings to this calendar
Booked and self-scheduled meetings are written here, and updated on reschedule or cancel.
Block my busy times
Existing events make those times unbookable so you're never double-booked. Turning this off lets prospects book over your calendar.
We only read your free/busy times and write meetings we create, never the contents of your events. One-way: edits you make directly in your calendar are not synced back.
Availability
The hours we'll book meetings into for you. This is what you set during onboarding. As the owner you set the firm default; members refine their own.
Weekly hoursCopy Monday to weekdays
Monday
to
+ add a block
Tuesday
to
+ add a block
Wednesday
to×
to×
+ add a block
Thursday
to
+ add a block
Friday
to
+ add a block
SaturdayUnavailable
SundayUnavailable
How your availability compares
We can only book meetings into the times you open up. Here is how your open time stacks up against every active firm on Booked by Friday, and it updates as you change your hours above. Nothing here books a meeting; it is feedback on your availability.
32
Your open slots / week
49% of the buyer average
You32 slots
Buyer average65 slots
What this means
You are opening fewer slots than most firms, so there are fewer chances for us to book a meeting for you. Firms at the average get booked roughly twice as often. Widening your hours, even by an hour a day, is the fastest way to get booked more.
8
Mon
8
Tue
8
Wed
6
Thu
2
Fri
0
Sat
0
Sun
Booking rules
Timezone
Buffer between meetings
Breathing room after each meeting.
Minimum notice
How far ahead a prospect must book.
Meeting caps · owner only
Per day
meetings
Per week
Per month
Date-specific overrides
Block a day off, or set different hours for a specific date. Overrides win over your weekly schedule.
Jul 4 Closed · Holiday ×
Aug 12–16 Closed · Vacation ×
Aug 23 10:00 AM–2:00 PM only ×
Firm profile
Your firm as Booked by Friday and your prospects see it. Most of this came from your application; keep it current.
85%
Profile completeness
A complete profile improves lead matching. Missing: pricing details.
How prospects see you
R
Riverside Accounting Group
CPA, CMA · Portland, OR · 12 years
Bookkeeping
Payroll
Construction
Healthcare
Brand
Logo
Appears on your booking pages and meeting confirmation emails.
R
PNG, JPG or WEBP · up to 5MB
Firm name
Website
Business address
Address
Sets your metro for lead matching.
2214 NE Division St, Portland, OR 97232
Metro: Portland-Vancouver-Hillsboro
Years operating
Team size
6 - 10
Experience & credentials
Designations
Services offered
Industry specialties
Engagement & capacity
How you engage clients
Average monthly retainer
$2,500 - $5,000
Open to small projects
Current active clients
New clients you can take / month
3 - 5
Team
Members work your leads and take meetings. New DIY leads and BFY meetings round-robin across everyone with meetings turned on.
Members · 4
SM
meetings
OWNER
Sarah Mitchell (you)
sarah@riversideaccounting.com
MW
meetings
MEMBER
Marcus Webb NEXT UP
marcus@riversideaccounting.com · last meeting 3 days ago
DO
meetings
MEMBER
Dana Ortiz
dana@riversideaccounting.com · meetings paused
PS
meetings
MEMBER
Priya Shah
priya@riversideaccounting.com · last meeting today
Turning off "meetings" removes that member from the round-robin rotation but keeps their access. Removing a member reassigns their leads and meetings to you.
Lead delivery
When and how leads reach your team. Targeting (industries, geography) lives in your plan.
Status
Auto-deliver leads
Turn off to pause all new lead delivery without losing your spot.
How leads reach you
Email
A delivery notice to your inbox.
Text message
An SMS to the number on your profile.
When leads arrive
Delivery timing
Business hours window
Leads outside these hours hold until the next window.
8:00 AM – 8:00 PM · Mon–Fri
Routing
Assign new DIY leads
BFY meetings always round-robin; this controls shared/DIY leads.
Round-robin across rotation
Integrations
Connect your own tools. Everything here is optional; the portal works fully without it.
Call & text from the portal
T
Your Twilio account
Not connected · today, calls and texts open on your phone
Connect your own Twilio number to call and text leads inside the portal, with replies captured on each lead. Most members are happy using their own phone; this is for power users. Standard A2P registration applies.
Push activity in from your phone system
↷
Inbound activity webhook
Not configured
Have your phone system or a Zapier flow post call and text activity to a URL we give you, and it lands on the matching lead's timeline. Logs call and message events only, never message contents.
Send events out to your systems
Outbound webhooks
We POST a signed JSON payload to your endpoint when events happen. Retries with backoff; auto-disables after 10 straight failures.
↗
hooks.riversideaccounting.com/bbf
✓ Active · last delivery 2 minutes ago
99.2%
Success · 30 days
248
Delivered · 30 days
0
Failing now
Subscribed events
Only these fire to your endpoint.
Signing secret
Verify each delivery's signature header.
whsec_••••••••3a9f
Recent deliveries
200
2 min ago
meeting.completed
Beacon HVAC · id 9f2a…
200
1 hr ago
meeting.booked
Granite Tax · id 7c1b…
503
1 hr ago
meeting.booked
Hartley & Co. · attempt 2 of 5 · next retry 5 min
200
yesterday
meeting.cancelled
Citrus Salon · id 3d8e…
Verifying a delivery
Every request carries these headers. Recompute the HMAC-SHA256 of the raw body with your signing secret and compare to the signature; reject if the timestamp is older than 5 minutes.
X-BBF-Signature: sha256=3a9f2c…
X-BBF-Timestamp: 1781332800
X-BBF-Event: meeting.booked
X-BBF-Delivery-Id: 7c1b9e04-…
X-BBF-Timestamp: 1781332800
X-BBF-Event: meeting.booked
X-BBF-Delivery-Id: 7c1b9e04-…
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