[{"data":1,"prerenderedAt":31289},["ShallowReactive",2],{"help-all-categories":3,"help-articles":127},[4,16,26,36,46,56,66,76,86,96,106,117],{"id":5,"title":6,"audience":7,"description":8,"extension":9,"icon":10,"meta":11,"order":12,"slug":13,"stem":14,"__hash__":15},"helpCategories\u002Fhelp\u002Fcategories\u002Fgetting-started.yml","Getting started","clinic","Set up your workspace, learn the layout, and run your first day.","yml","i-lucide-compass",{},1,"getting-started","help\u002Fcategories\u002Fgetting-started","lTnfg_2tKvxQ9QanJ9XY3shoBHrJNWNfnxhcYaaKKPI",{"id":17,"title":18,"audience":7,"description":19,"extension":9,"icon":20,"meta":21,"order":22,"slug":23,"stem":24,"__hash__":25},"helpCategories\u002Fhelp\u002Fcategories\u002Fcalendar.yml","Calendar & booking","Book, move, and cancel appointments. Block time, work the waitlist, and read the grid at a glance.","i-lucide-calendar",{},2,"calendar","help\u002Fcategories\u002Fcalendar","s5UMHzRIeTUFi7mdsOyuSluzJBp79U9WTsTpOtbaW-E",{"id":27,"title":28,"audience":7,"description":29,"extension":9,"icon":30,"meta":31,"order":32,"slug":33,"stem":34,"__hash__":35},"helpCategories\u002Fhelp\u002Fcategories\u002Fcheckout.yml","Checkout & payments","Ring up a sale, take tips, handle deposits and fees, issue refunds, and close the drawer.","i-lucide-credit-card",{},3,"checkout","help\u002Fcategories\u002Fcheckout","4PQPgJd7Z25g0SvtoqqdMlnzk3DlcJpaZhNAiNiYVW0",{"id":37,"title":38,"audience":7,"description":39,"extension":9,"icon":40,"meta":41,"order":42,"slug":43,"stem":44,"__hash__":45},"helpCategories\u002Fhelp\u002Fcategories\u002Fclients.yml","Clients & forms","Add and find clients, read a client profile, and send forms and consents.","i-lucide-users",{},4,"clients","help\u002Fcategories\u002Fclients","u-tqzEJo2gR_wJ7x7y-EMIF3L4TP9EuBWlamwgwCC0I",{"id":47,"title":48,"audience":7,"description":49,"extension":9,"icon":50,"meta":51,"order":52,"slug":53,"stem":54,"__hash__":55},"helpCategories\u002Fhelp\u002Fcategories\u002Fretail.yml","Memberships, packages & gift cards","The things clients buy once and spend down over time, and how each one behaves at checkout.","i-lucide-gift",{},5,"retail","help\u002Fcategories\u002Fretail","wVVr_rc_P9p2RZWwy0XKsNB9fQ7XtQxxIz4qnixkGkg",{"id":57,"title":58,"audience":7,"description":59,"extension":9,"icon":60,"meta":61,"order":62,"slug":63,"stem":64,"__hash__":65},"helpCategories\u002Fhelp\u002Fcategories\u002Foperations.yml","Operations","The internal side of the business, covering your written playbook, task boards, venue incidents, and the policies everyone signs.","i-lucide-briefcase",{},6,"operations","help\u002Fcategories\u002Foperations","kSPRTYYbOW5LBNuaYXGv0C4IE7BqS2n-OkCSI97f-cM",{"id":67,"title":68,"audience":7,"description":69,"extension":9,"icon":70,"meta":71,"order":72,"slug":73,"stem":74,"__hash__":75},"helpCategories\u002Fhelp\u002Fcategories\u002Fteam.yml","Team & scheduling","Working hours, the weekly roster, clock-in, timesheets, and time off.","i-lucide-id-card",{},7,"team","help\u002Fcategories\u002Fteam","1cMbCRwUmewb4t_DwUJ7jJUjntx-odU8jRDgBredsPs",{"id":77,"title":78,"audience":7,"description":79,"extension":9,"icon":80,"meta":81,"order":82,"slug":83,"stem":84,"__hash__":85},"helpCategories\u002Fhelp\u002Fcategories\u002Fgrowth.yml","Reports & growth","Read the numbers, export them, and find the report you actually need.","i-lucide-trending-up",{},8,"growth","help\u002Fcategories\u002Fgrowth","3XyCU-DkoYi7xSPz0tDRohlYkNBUS0YsLo-insknI8o",{"id":87,"title":88,"audience":7,"description":89,"extension":9,"icon":90,"meta":91,"order":92,"slug":93,"stem":94,"__hash__":95},"helpCategories\u002Fhelp\u002Fcategories\u002Fsettings.yml","Settings & admin","Services and pricing, who can see what, and moving your data in from another system.","i-lucide-settings",{},9,"settings","help\u002Fcategories\u002Fsettings","rdLQHp7tfAu5iySbsypfXu1kOuujDAuLVk6yGidNvtQ",{"id":97,"title":98,"audience":7,"description":99,"extension":9,"icon":100,"meta":101,"order":102,"slug":103,"stem":104,"__hash__":105},"helpCategories\u002Fhelp\u002Fcategories\u002Faccount.yml","Your login and profile","Your own login, password, two-factor security, profile, and language.","i-lucide-user-circle",{},10,"account","help\u002Fcategories\u002Faccount","8JZPH_8Q-lnEEFgysE9gCwyd1pzUe2hfAebATuQ5Pog",{"id":107,"title":108,"audience":109,"description":110,"extension":9,"icon":111,"meta":112,"order":113,"slug":114,"stem":115,"__hash__":116},"helpCategories\u002Fhelp\u002Fcategories\u002Fbook-online.yml","Book online","client","Booking, paying, and managing your visit from your venue's booking page and the private links they send you.","i-lucide-globe",{},20,"book-online","help\u002Fcategories\u002Fbook-online","dUBIoELt-ci1vqbw_VX1VA6PGJV8V-9x4ZmpAk1aXXE",{"id":118,"title":119,"audience":109,"description":120,"extension":9,"icon":121,"meta":122,"order":123,"slug":124,"stem":125,"__hash__":126},"helpCategories\u002Fhelp\u002Fcategories\u002Fportal.yml","Your account and visits","Booking from your account, managing your visits, and using your wallet, memberships and rewards.","i-lucide-user-round",{},21,"portal","help\u002Fcategories\u002Fportal","D8_zQhv9hO2b9PYDADw-ebh1yZUuC0UcBt3DDZbMAH4",[128,405,595,920,1205,1547,1809,2111,2480,2725,3047,3242,3617,4183,4351,4599,4810,5100,5291,5502,5693,5807,5993,6204,6475,6650,6930,7137,7317,7533,7972,8182,8439,8647,9065,9295,9465,9659,9973,10226,10391,10726,11015,11124,11368,11733,12019,12244,12414,12617,12722,12936,13145,13332,13495,13903,14046,14324,14499,14867,15259,15549,15742,15884,15971,16244,16462,16632,16844,17327,17535,17719,18000,18294,18491,18678,18864,19021,19170,19371,19602,19794,19966,20144,20343,20487,20685,20908,21087,21232,21417,21683,21811,21921,22122,22249,22434,22658,22794,22911,23076,23281,23458,23621,23801,24035,24198,24372,24562,24769,24871,25051,25212,25370,25620,25829,25974,26204,26393,26493,26893,27139,27333,27532,27634,27829,28084,28332,28451,28622,28834,29060,29172,29341,29549,29687,29922,30117,30378,30519,30725,30911,31114],{"id":129,"title":130,"audience":7,"body":131,"category":103,"description":386,"draft":387,"extension":388,"icon":389,"keywords":390,"meta":397,"navigation":398,"order":102,"path":399,"related":400,"seo":401,"stem":402,"updatedAt":403,"__hash__":404},"help\u002Fhelp\u002Faccount\u002Flog-in-and-reset-your-password.md","Log in and reset your password",{"type":132,"value":133,"toc":362},"minimark",[134,148,153,156,199,237,241,275,286,290,316,322,326,330,333,337,344,348,355,359],[135,136,137,138,142,143,147],"p",{},"Sign in at ",[139,140,141],"code",{},"\u002Fauth\u002Flogin"," with your email and password — or skip the password entirely and have Owneli email you a one-time sign-in link. Forgot your password? ",[144,145,146],"strong",{},"Forgot password?"," on the login page emails you a reset link.",[149,150,152],"h2",{"id":151},"how-do-i-log-in-to-owneli","How do I log in to Owneli?",[135,154,155],{},"Two ways in, both starting from your email address:",[157,158,159,172],"table",{},[160,161,162],"thead",{},[163,164,165,169],"tr",{},[166,167,168],"th",{},"Method",[166,170,171],{},"When to use it",[173,174,175,189],"tbody",{},[163,176,177,183],{},[178,179,180],"td",{},[144,181,182],{},"Password",[178,184,185,186],{},"The everyday route — email + password, then ",[144,187,188],{},"Sign in",[163,190,191,196],{},[178,192,193],{},[144,194,195],{},"Magic link",[178,197,198],{},"You forgot the password, or you're on a device you'd rather not type it on",[200,201,202,207,213,217,226,230],"steps",{},[203,204,206],"h3",{"id":205},"enter-your-email-and-password","Enter your email and password",[135,208,209,210,212],{},"Press ",[144,211,188],{},".",[203,214,216],{"id":215},"enter-your-two-factor-code-if-asked","Enter your two-factor code if asked",[135,218,219,220,225],{},"If ",[221,222,224],"a",{"href":223},"\u002Fhelp\u002Faccount\u002Fsecure-your-account-with-mfa","two-factor authentication"," is on for your account, type the 6-digit code from your authenticator app.",[203,227,229],{"id":228},"you-land-in-the-app","You land in the app",[135,231,232,233,236],{},"If your business requires two-factor and you haven't set it up yet, a ",[144,234,235],{},"Secure your account"," screen may offer to set it up first — you can do it now or later.",[149,238,240],{"id":239},"how-do-i-sign-in-without-a-password","How do I sign in without a password?",[200,242,243,247,253,257,260,264],{},[203,244,246],{"id":245},"send-yourself-the-link","Send yourself the link",[135,248,249,250,212],{},"Enter your email on the login page and press ",[144,251,252],{},"Send magic link",[203,254,256],{"id":255},"open-the-email","Open the email",[135,258,259],{},"You can either click the sign-in link, or type the one-time code from the email into the field that appears on the login page — both work.",[203,261,263],{"id":262},"didnt-arrive","Didn't arrive?",[135,265,266,267,270,271,274],{},"Use ",[144,268,269],{},"Resend link",", or ",[144,272,273],{},"Use a different email"," to start over.",[276,277,278],"tip",{},[135,279,280,281,285],{},"The magic link only works for accounts that already exist. If you've never been invited to a Owneli business, ",[221,282,284],{"href":283},"\u002Fhelp\u002Faccount\u002Faccept-an-invitation","ask for an invitation"," first.",[149,287,289],{"id":288},"how-do-i-reset-a-forgotten-password","How do I reset a forgotten password?",[200,291,292,296,299,303,309,313],{},[203,293,295],{"id":294},"click-forgot-password","Click \"Forgot password?\"",[135,297,298],{},"It's on the login page, next to the password field.",[203,300,302],{"id":301},"enter-your-email","Enter your email",[135,304,209,305,308],{},[144,306,307],{},"Send reset link",". A confirmation screen tells you it's on the way.",[203,310,312],{"id":311},"set-a-new-password","Set a new password",[135,314,315],{},"Follow the link in the email to the reset page, choose a new password, and sign in as usual.",[317,318,319],"note",{},[135,320,321],{},"For security, the login page never confirms whether an email address has an account — a failed magic link or reset shows the same generic message either way.",[149,323,325],{"id":324},"common-questions","Common questions",[203,327,329],{"id":328},"why-does-it-say-my-account-has-been-deactivated","Why does it say my account has been deactivated?",[135,331,332],{},"An administrator has ended your access to that business. Contact the business directly — there's nothing to fix on your side.",[203,334,336],{"id":335},"i-signed-in-but-see-access-suspended-or-pending-review-what-now","I signed in but see \"Access suspended\" or \"Pending review\" — what now?",[135,338,339,340],{},"Those are membership states, not login failures. See ",[221,341,343],{"href":342},"\u002Fhelp\u002Faccount\u002Faccount-suspended-or-pending-review","Why is my account suspended or pending review?",[203,345,347],{"id":346},"i-lost-my-authenticator-app-and-cant-get-past-the-code-screen","I lost my authenticator app and can't get past the code screen",[135,349,350,351,354],{},"See the recovery section of ",[221,352,353],{"href":223},"Secure your account with two-factor authentication"," — an admin or the owner can disable your two-factor so you can re-enrol.",[203,356,358],{"id":357},"can-i-stay-signed-in","Can I stay signed in?",[135,360,361],{},"Yes — sessions persist on trusted devices. If your business sets an inactivity timeout, you'll be signed out after that idle period.",{"title":363,"searchDepth":22,"depth":22,"links":364},"",[365,370,375,380],{"id":151,"depth":22,"text":152,"children":366},[367,368,369],{"id":205,"depth":32,"text":206},{"id":215,"depth":32,"text":216},{"id":228,"depth":32,"text":229},{"id":239,"depth":22,"text":240,"children":371},[372,373,374],{"id":245,"depth":32,"text":246},{"id":255,"depth":32,"text":256},{"id":262,"depth":32,"text":263},{"id":288,"depth":22,"text":289,"children":376},[377,378,379],{"id":294,"depth":32,"text":295},{"id":301,"depth":32,"text":302},{"id":311,"depth":32,"text":312},{"id":324,"depth":22,"text":325,"children":381},[382,383,384,385],{"id":328,"depth":32,"text":329},{"id":335,"depth":32,"text":336},{"id":346,"depth":32,"text":347},{"id":357,"depth":32,"text":358},"How to log in to Owneli with a password or a magic link, reset a forgotten password, and fix the most common can't-log-in problems.",false,"md","i-lucide-log-in",[391,392,393,394,395,396],"reset my password","can't log in","forgot password","magic link login","sign in without password","login code email",{},true,"\u002Fhelp\u002Faccount\u002Flog-in-and-reset-your-password",[223,283,342],{"title":130,"description":386},"help\u002Faccount\u002Flog-in-and-reset-your-password","2026-08-14","8Ft7WPOOaQyRaUtMBfTlkHhy5NuO4Q8yXwlS_AD-TeE",{"id":406,"title":407,"audience":109,"body":408,"category":114,"description":580,"draft":387,"extension":388,"icon":581,"keywords":582,"meta":589,"navigation":398,"order":102,"path":590,"related":591,"seo":592,"stem":593,"updatedAt":403,"__hash__":594},"help\u002Fhelp\u002Fbook-online\u002Fbook-an-appointment-online.md","How do I book an appointment online?",{"type":132,"value":409,"toc":562},[410,413,417,472,476,479,483,529,535,537,541,544,548,555,559],[135,411,412],{},"Open the venue's booking link, pick your service, professional, and time, enter your name and contact details, and confirm — no account needed. If the venue asks for a card or deposit, the exact terms are shown before you pay anything.",[149,414,416],{"id":415},"what-are-the-booking-steps","What are the booking steps?",[200,418,419,423,426,430,433,437,440,444,447,451,454,458,465,469],{},[203,420,422],{"id":421},"choose-your-service","Choose your service",[135,424,425],{},"Pick one or more. Some services have options to choose between (different lengths or levels), and some venues offer bundles — several services together at a combined price. A service marked call-to-book can't be added online; phone the venue for that one.",[203,427,429],{"id":428},"choose-your-professional","Choose your professional",[135,431,432],{},"Pick a specific team member, or leave it to whoever's available.",[203,434,436],{"id":435},"pick-a-time","Pick a time",[135,438,439],{},"Choose a date and tap an open time. Days with nothing free are greyed out, and the page can jump you to the next day with openings.",[203,441,443],{"id":442},"add-anything-extra","Add anything extra",[135,445,446],{},"If the venue offers add-ons or products alongside bookings, they appear here. Skip freely.",[203,448,450],{"id":449},"review-and-enter-your-details","Review and enter your details",[135,452,453],{},"Your visit is summarised — services, time, professional, price — alongside the venue's real cancellation terms. Then enter your name, email, and phone.",[203,455,457],{"id":456},"pay-if-asked","Pay, if asked",[135,459,460,461,464],{},"Some venues require a card on file or a deposit to confirm. What's due now versus at your visit, and what a late cancellation would cost, is shown ",[144,462,463],{},"before"," you enter anything. You type the card yourself — the venue never sees the number.",[203,466,468],{"id":467},"done","Done",[135,470,471],{},"Your confirmation appears on screen and by email, with a private link to manage the booking.",[149,473,475],{"id":474},"why-do-prices-differ-by-time","Why do prices differ by time?",[135,477,478],{},"Some venues price certain times differently — a busy Saturday slot slightly more, a quiet weekday morning slightly less. When that applies, the adjusted price is shown on the time itself before you pick it, and the total you confirm is the total you owe.",[149,480,482],{"id":481},"whats-in-the-confirmation","What's in the confirmation?",[157,484,485,495],{},[160,486,487],{},[163,488,489,492],{},[166,490,491],{},"In the email",[166,493,494],{},"What it does",[173,496,497,508,521],{},[163,498,499,505],{},[178,500,501,504],{},[144,502,503],{},"Add to calendar"," attachment",[178,506,507],{},"Your mail app offers to add the visit to your calendar",[163,509,510,513],{},[178,511,512],{},"Manage-booking link",[178,514,515,516,520],{},"View, ",[221,517,519],{"href":518},"\u002Fhelp\u002Fbook-online\u002Fmanage-your-booking","reschedule, or cancel"," — no sign-in needed",[163,522,523,526],{},[178,524,525],{},"The visit details",[178,527,528],{},"Services, time, professional, location, and price",[530,531,532],"warning",{},[135,533,534],{},"Keep the manage link private — it needs no password, so anyone who has it can change your booking.",[149,536,325],{"id":324},[203,538,540],{"id":539},"do-i-need-an-account-to-book","Do I need an account to book?",[135,542,543],{},"No. Booking works with just your name, email, and phone. If the venue offers a client account, your confirmation invites you to open one — it's optional.",[203,545,547],{"id":546},"will-i-be-charged-when-i-book","Will I be charged when I book?",[135,549,550,551,212],{},"Only if the venue takes a deposit, and only the amount shown on the payment step before you enter your card. A card-on-file request stores the card without charging it — see ",[221,552,554],{"href":553},"\u002Fhelp\u002Fbook-online\u002Fadd-or-update-your-card","Why do I need to enter my card?",[203,556,558],{"id":557},"can-i-book-two-services-in-one-visit","Can I book two services in one visit?",[135,560,561],{},"Yes — add each service at the first step and the booking finds a time that fits them together, sometimes with two professionals working in sequence (the time slot says so).",{"title":363,"searchDepth":22,"depth":22,"links":563},[564,573,574,575],{"id":415,"depth":22,"text":416,"children":565},[566,567,568,569,570,571,572],{"id":421,"depth":32,"text":422},{"id":428,"depth":32,"text":429},{"id":435,"depth":32,"text":436},{"id":442,"depth":32,"text":443},{"id":449,"depth":32,"text":450},{"id":456,"depth":32,"text":457},{"id":467,"depth":32,"text":468},{"id":474,"depth":22,"text":475},{"id":481,"depth":22,"text":482},{"id":324,"depth":22,"text":325,"children":576},[577,578,579],{"id":539,"depth":32,"text":540},{"id":546,"depth":32,"text":547},{"id":557,"depth":32,"text":558},"Book a salon or clinic visit online in a few taps — choose your services, a professional and a time, pay any deposit, and get your confirmation.","i-lucide-calendar-plus",[583,584,585,586,587,588],"book appointment online","book a facial online","online booking salon","book without an account","deposit to book appointment","choose stylist online",{},"\u002Fhelp\u002Fbook-online\u002Fbook-an-appointment-online",[518,553],{"title":407,"description":580},"help\u002Fbook-online\u002Fbook-an-appointment-online","OOOA6tTe9FxJOd_OqPId9y7ABzdiePvQ9LgQF5UXDeo",{"id":596,"title":597,"audience":7,"body":598,"category":23,"description":909,"draft":387,"extension":388,"icon":20,"keywords":910,"meta":911,"navigation":398,"order":102,"path":912,"related":913,"seo":916,"stem":917,"updatedAt":918,"__hash__":919},"help\u002Fhelp\u002Fcalendar\u002Ffind-your-way-around.md","Find your way around the calendar",{"type":132,"value":599,"toc":899},[600,603,607,610,692,703,711,715,738,742,745,748,802,805,809,816,820,826,855,858,863,867,870,874,877,892,896],[135,601,602],{},"The calendar is the surface most people spend the day on. It's one grid with several ways to look at it.",[149,604,606],{"id":605},"the-five-views","The five views",[135,608,609],{},"Switch views from the view selector in the toolbar. Your choice is remembered, so the calendar opens the way you left it.",[157,611,612,625],{},[160,613,614],{},[163,615,616,619,622],{},[166,617,618],{},"View",[166,620,621],{},"What it shows",[166,623,624],{},"Best for",[173,626,627,640,653,666,679],{},[163,628,629,634,637],{},[178,630,631],{},[144,632,633],{},"Day",[178,635,636],{},"One date, one column per team member",[178,638,639],{},"The front desk during service",[163,641,642,647,650],{},[178,643,644],{},[144,645,646],{},"3 day",[178,648,649],{},"Three consecutive dates",[178,651,652],{},"A short look-ahead without losing detail",[163,654,655,660,663],{},[178,656,657],{},[144,658,659],{},"Week",[178,661,662],{},"Seven dates",[178,664,665],{},"Planning and spotting gaps",[163,667,668,673,676],{},[178,669,670],{},[144,671,672],{},"Month",[178,674,675],{},"A month grid",[178,677,678],{},"Volume at a glance, long-range planning",[163,680,681,686,689],{},[178,682,683],{},[144,684,685],{},"Agenda",[178,687,688],{},"One date as a plain chronological list",[178,690,691],{},"Phones, and anyone who prefers a list to a grid",[135,693,694,696,697,699,700,702],{},[144,695,633],{}," is the only view that gives every team member their own column. In ",[144,698,646],{}," and ",[144,701,659],{}," the days become the columns instead.",[276,704,705],{},[135,706,707,708,710],{},"On a phone, ",[144,709,685],{}," is usually the view you want. A seven-column week grid on a 390px screen is a lot of pinching.",[149,712,714],{"id":713},"moving-through-time","Moving through time",[716,717,718,722,728,731],"ul",{},[719,720,721],"li",{},"The date pill in the toolbar opens a two-month picker with quick jumps (\"In 1 week\", \"In 2 weeks\"). On phones it shows one month.",[719,723,724,727],{},[144,725,726],{},"Today"," snaps back to the current date.",[719,729,730],{},"The arrows step forward and back by whatever your current view spans.",[719,732,733,734,737],{},"A ",[144,735,736],{},"now"," line is drawn across the current time in day and week views. Use \"jump to now\" to scroll it into sight.",[149,739,741],{"id":740},"reading-a-block","Reading a block",[135,743,744],{},"Every appointment renders as a coloured block. The colour comes from the service, so a room full of the same treatment reads instantly.",[135,746,747],{},"Statuses have their own consistent palette across the whole app:",[157,749,750,760],{},[160,751,752],{},[163,753,754,757],{},[166,755,756],{},"Status",[166,758,759],{},"Colour",[173,761,762,770,778,786,794],{},[163,763,764,767],{},[178,765,766],{},"Scheduled",[178,768,769],{},"Amber",[163,771,772,775],{},[178,773,774],{},"Confirmed",[178,776,777],{},"Green",[163,779,780,783],{},[178,781,782],{},"Completed",[178,784,785],{},"Grey",[163,787,788,791],{},[178,789,790],{},"Cancelled",[178,792,793],{},"Rose",[163,795,796,799],{},[178,797,798],{},"No-show",[178,800,801],{},"Red",[135,803,804],{},"Hover a block on desktop and a preview card appears after a short delay — client, service, price — without opening anything. Click it to open the full appointment panel.",[149,806,808],{"id":807},"blocked-time","Blocked time",[135,810,811,812,212],{},"Time that isn't bookable — lunch, a break, training, someone's day off — renders as a hatched band rather than a block. See ",[221,813,815],{"href":814},"\u002Fhelp\u002Fcalendar\u002Fblock-time-and-the-waitlist","Block time and the waitlist",[149,817,819],{"id":818},"filtering","Filtering",[135,821,822,825],{},[144,823,824],{},"Filters"," in the toolbar opens a panel on the right. You can narrow the grid by:",[716,827,828,834,840,845,850],{},[719,829,830,833],{},[144,831,832],{},"Appointment status"," — scheduled, confirmed, completed, cancelled, no-show",[719,835,836,839],{},[144,837,838],{},"Booking channel"," — booked in the app, at the kiosk, through public online booking, or via the API",[719,841,842],{},[144,843,844],{},"Service",[719,846,847],{},[144,848,849],{},"Team member",[719,851,852],{},[144,853,854],{},"Client tag",[135,856,857],{},"The filter button carries a count of how many filters are active, so a filtered calendar never silently looks like an empty one.",[530,859,860],{},[135,861,862],{},"If the calendar looks emptier than it should, check the filter count before anything else. Filters persist as you move between dates.",[149,864,866],{"id":865},"focusing-on-one-person","Focusing on one person",[135,868,869],{},"Click a team member's name in the column header to scope the whole view to them. A chip appears in the toolbar — \"Nicole's Week ✕\" — and clicking the ✕ clears the focus. It's the fastest way to answer \"when is this person free?\"",[149,871,873],{"id":872},"nobody-appears-on-the-grid","Nobody appears on the grid",[135,875,876],{},"If a team member has no column, it's almost always one of three things:",[878,879,880,886,889],"ol",{},[719,881,882,883],{},"They have no working hours set — ",[144,884,885],{},"Team → Scheduling",[719,887,888],{},"They aren't marked as bookable on their team profile",[719,890,891],{},"A filter or a focus chip is hiding them",[149,893,895],{"id":894},"empty-space-is-clickable","Empty space is clickable",[135,897,898],{},"Clicking an empty slot on the grid opens a small menu at that exact time: add an appointment, book a group, or block the time. It pre-fills the date, time, and team member you clicked, which is quicker than opening a blank booking panel.",{"title":363,"searchDepth":22,"depth":22,"links":900},[901,902,903,904,905,906,907,908],{"id":605,"depth":22,"text":606},{"id":713,"depth":22,"text":714},{"id":740,"depth":22,"text":741},{"id":807,"depth":22,"text":808},{"id":818,"depth":22,"text":819},{"id":865,"depth":22,"text":866},{"id":872,"depth":22,"text":873},{"id":894,"depth":22,"text":895},"The five views, what the colours mean, and how to filter the grid down to what you actually need to see.",[],{},"\u002Fhelp\u002Fcalendar\u002Ffind-your-way-around",[914,915],"\u002Fhelp\u002Fcalendar\u002Fbook-an-appointment","\u002Fhelp\u002Fcalendar\u002Freschedule-cancel-and-no-shows",{"title":597,"description":909},"help\u002Fcalendar\u002Ffind-your-way-around","2026-07-26","dmnaim7XewRPYMV2J1Z7rdkK4wuxCi-RQvtL3DIf2kc",{"id":921,"title":922,"audience":7,"body":923,"category":33,"description":1193,"draft":387,"extension":388,"icon":1194,"keywords":1195,"meta":1196,"navigation":398,"order":102,"path":1197,"related":1198,"seo":1202,"stem":1203,"updatedAt":918,"__hash__":1204},"help\u002Fhelp\u002Fcheckout\u002Ftake-a-payment.md","Take a payment",{"type":132,"value":924,"toc":1183},[925,931,935,938,949,959,963,966,969,972,992,997,1001,1004,1108,1121,1125,1128,1131,1134,1137,1143,1146,1150,1153,1157,1167,1171,1174],[135,926,927,928,212],{},"Everything you sell — services, retail products, memberships, packages, gift cards — goes through one cart. Checkout runs in three steps: ",[144,929,930],{},"Cart → Tip → Payment",[149,932,934],{"id":933},"start-a-sale","Start a sale",[135,936,937],{},"Two ways in:",[716,939,940,946],{},[719,941,942,945],{},[144,943,944],{},"POS → Sell",", then start a new sale. Use this for a walk-in buying product, or a gift card.",[719,947,948],{},"From a completed appointment — open the appointment and check out. The services, provider and client come across already attached, which is what you want almost every time.",[135,950,951,952,955,956,212],{},"An open sale can be left and picked up later: ",[144,953,954],{},"Save as draft"," parks it, and you resume it from ",[144,957,958],{},"POS",[149,960,962],{"id":961},"build-the-cart","Build the cart",[135,964,965],{},"Add lines from the item picker: services, products, memberships, packages, gift cards. Quantities, taxes and any per-service tax override are calculated as you add.",[135,967,968],{},"Attach a client if one isn't already attached. You can complete a walk-in sale without a client, but you lose loyalty points, package and membership redemption, receipts by email, and the sale's place in that person's history.",[135,970,971],{},"From the sale menu you can also:",[716,973,974,980,986],{},[719,975,976,979],{},[144,977,978],{},"Add cart discount"," — a fixed amount, a percentage, or a configured deal code. Discounts apply to their scoped subtotal and the total updates immediately.",[719,981,982,985],{},[144,983,984],{},"Add service charge"," — an auto-gratuity or surcharge line, if your business uses them.",[719,987,988,991],{},[144,989,990],{},"Add a sale note"," — internal, kept with the sale.",[530,993,994],{},[135,995,996],{},"If a service on the cart requires a signed clinical form and it isn't signed, checkout is blocked. Send and complete the form first — the message names which one.",[149,998,1000],{"id":999},"choose-a-tender","Choose a tender",[135,1002,1003],{},"Only the tenders that can actually settle this sale are offered:",[157,1005,1006,1016],{},[160,1007,1008],{},[163,1009,1010,1013],{},[166,1011,1012],{},"Tender",[166,1014,1015],{},"What it is",[173,1017,1018,1028,1038,1048,1058,1068,1078,1088,1098],{},[163,1019,1020,1025],{},[178,1021,1022],{},[144,1023,1024],{},"Card on file",[178,1026,1027],{},"Charge the client's saved card. Leads the list when there is one, because it's the fastest.",[163,1029,1030,1035],{},[178,1031,1032],{},[144,1033,1034],{},"External terminal",[178,1036,1037],{},"The client tapped or inserted on your standalone card machine. Record it here with an optional last-4 and terminal reference so the sale ties to the terminal receipt.",[163,1039,1040,1045],{},[178,1041,1042],{},[144,1043,1044],{},"Cash",[178,1046,1047],{},"Enter what they handed over; change due is calculated for you.",[163,1049,1050,1055],{},[178,1051,1052],{},[144,1053,1054],{},"Check",[178,1056,1057],{},"Recorded like cash.",[163,1059,1060,1065],{},[178,1061,1062],{},[144,1063,1064],{},"Gift card",[178,1066,1067],{},"Enter the code. The card's balance is applied, capped at the balance.",[163,1069,1070,1075],{},[178,1071,1072],{},[144,1073,1074],{},"Membership balance",[178,1076,1077],{},"Spend down an account-balance membership's wallet.",[163,1079,1080,1085],{},[178,1081,1082],{},[144,1083,1084],{},"Package",[178,1086,1087],{},"Redeem a prepaid session against an eligible service line.",[163,1089,1090,1095],{},[178,1091,1092],{},[144,1093,1094],{},"Membership",[178,1096,1097],{},"Redeem an included session from a service-credit membership.",[163,1099,1100,1105],{},[178,1101,1102],{},[144,1103,1104],{},"Self checkout",[178,1106,1107],{},"Text or email a secure link — the client enters their own card on your branded page.",[317,1109,1110],{},[135,1111,1112,1113,1116,1117,1120],{},"A cart that ",[144,1114,1115],{},"sells"," a gift card can't be ",[144,1118,1119],{},"paid with"," a gift card. Redeeming one card to buy another moves balance with no audit trail, so that tender is removed from the list.",[149,1122,1124],{"id":1123},"splitting-across-tenders","Splitting across tenders",[135,1126,1127],{},"If a tender doesn't cover the balance, the remainder stays on the sale and you pick the next method. Repeat until it's settled.",[135,1129,1130],{},"Quick presets offer the full balance, a half, and a third; rounding lands on the first tender so you never end on a stray cent.",[135,1132,1133],{},"Package, membership and membership-balance are credit tenders — they cover the bill, not the gratuity. A tip on those sales is settled by a following card or cash tender, so a client can still tip on a fully-redeemed visit.",[149,1135,1104],{"id":1136},"self-checkout",[135,1138,1139,1140,1142],{},"Choose ",[144,1141,1104],{},", enter their mobile or email, and send. They open the link, enter their card on your branded page, and the sale closes itself here — you never see or type their card number. The screen updates on its own; there's nothing to refresh.",[135,1144,1145],{},"Needs a client attached, a balance to collect, and a connected payment processor.",[149,1147,1149],{"id":1148},"card-surcharges","Card surcharges",[135,1151,1152],{},"If your business passes card processing costs on, the surcharge is shown before you charge, not after. For a card on file, Owneli knows whether it's credit or debit and only surcharges where your rules say so. For an external terminal the funding type is unknown, so the surcharge is applied by default and you can waive it for a debit card.",[149,1154,1156],{"id":1155},"when-the-client-cant-pay-today","When the client can't pay today",[135,1158,1159,1162,1163,1166],{},[144,1160,1161],{},"Save as unpaid"," completes the sale and leaves the balance owing. The sale shows as ",[144,1164,1165],{},"Completed · balance due",", and you collect the balance later from the same sale.",[149,1168,1170],{"id":1169},"close-out","Close out",[135,1172,1173],{},"Confirm the payment. The receipt is ready to view, email, or resend, and a rebooking prompt appears so you can put the next visit in the diary before they leave.",[276,1175,1176],{},[135,1177,1178,1179,1182],{},"Cancelling a sale voids the cart and its lines. It does ",[144,1180,1181],{},"not"," touch the appointment — you can start a fresh checkout for the same visit afterwards.",{"title":363,"searchDepth":22,"depth":22,"links":1184},[1185,1186,1187,1188,1189,1190,1191,1192],{"id":933,"depth":22,"text":934},{"id":961,"depth":22,"text":962},{"id":999,"depth":22,"text":1000},{"id":1123,"depth":22,"text":1124},{"id":1136,"depth":22,"text":1104},{"id":1148,"depth":22,"text":1149},{"id":1155,"depth":22,"text":1156},{"id":1169,"depth":22,"text":1170},"Build a cart, apply a discount, pick a tender, split across several — and what to do when the client can't pay today.","i-lucide-receipt",[],{},"\u002Fhelp\u002Fcheckout\u002Ftake-a-payment",[1199,1200,1201],"\u002Fhelp\u002Fcheckout\u002Ftips","\u002Fhelp\u002Fcheckout\u002Frefunds-and-the-cash-drawer","\u002Fhelp\u002Fretail\u002Fgift-cards",{"title":922,"description":1193},"help\u002Fcheckout\u002Ftake-a-payment","bRjO-9Pm_e54NESUrnbW45Q_fIOb94VnzOKzG6EkvIU",{"id":1206,"title":1207,"audience":7,"body":1208,"category":43,"description":1536,"draft":387,"extension":388,"icon":1537,"keywords":1538,"meta":1539,"navigation":398,"order":102,"path":1540,"related":1541,"seo":1543,"stem":1544,"updatedAt":1545,"__hash__":1546},"help\u002Fhelp\u002Fclients\u002Fadd-and-find-clients.md","Add, find, and merge clients",{"type":132,"value":1209,"toc":1526},[1210,1214,1221,1224,1230,1236,1242,1248,1253,1256,1260,1266,1277,1282,1285,1289,1303,1306,1310,1313,1330,1333,1339,1342,1348,1352,1355,1362,1367,1371,1382,1386,1389,1523],[149,1211,1213],{"id":1212},"add-a-client","Add a client",[135,1215,1216,1217,1220],{},"The add-client overlay opens from anywhere — ",[144,1218,1219],{},"Clients → Add client",", the client picker inside a booking, or the waitlist. It's the same overlay everywhere, so what you learn once holds everywhere.",[135,1222,1223],{},"Only a name is really needed to get started; everything else can be filled in later.",[135,1225,1226,1229],{},[144,1227,1228],{},"Identity"," — full name, email, phone (with country), an optional avatar, and a birthday. Birthday can be month-and-day only if you don't have the year.",[135,1231,1232,1235],{},[144,1233,1234],{},"Address"," — street, apartment or unit, city, region, postcode, country.",[135,1237,1238,1241],{},[144,1239,1240],{},"Additional contact"," — a second email and phone for clients who use one address for booking and another for billing.",[135,1243,1244,1247],{},[144,1245,1246],{},"Communication preferences"," — appointment emails, appointment SMS, and birthday messages, each toggled independently. SMS options only become available once a phone number is on the record.",[530,1249,1250],{},[135,1251,1252],{},"Marketing consent is separate from appointment notifications, and it is never granted silently. Turning on appointment SMS is not permission to send campaigns.",[135,1254,1255],{},"Owneli checks for an existing client as you type a name, email or phone, and warns you before you create a second record for the same person.",[149,1257,1259],{"id":1258},"find-a-client","Find a client",[135,1261,1262,1265],{},[144,1263,1264],{},"Clients"," is the directory. Search matches name, email and phone. The list shows last visit, lifetime value, and tags at a glance.",[135,1267,1268,1269,1272,1273,1276],{},"Faster still: ",[139,1270,1271],{},"⌘K"," \u002F ",[139,1274,1275],{},"Ctrl+K"," searches clients from any page in the app.",[317,1278,1279],{},[135,1280,1281],{},"Clients belong to the business, not to a location. By default you see everyone. Use the location filter when you specifically want to see who books at one site.",[135,1283,1284],{},"Some columns may be hidden for you. Contact details, dates of birth and addresses, and financial figures like lifetime spend are three separate permissions — a role can see the client list without seeing their phone numbers.",[149,1286,1288],{"id":1287},"tags","Tags",[135,1290,1291,1292,1295,1296,1295,1299,1302],{},"Tags are how you segment: ",[139,1293,1294],{},"VIP",", ",[139,1297,1298],{},"patch-test-due",[139,1300,1301],{},"referred-by-staff",", whatever your business needs.",[135,1304,1305],{},"Select clients in the list to add or remove a tag in bulk, and filter the directory by tag. Tags also drive campaign audiences and the calendar's client-tag filter.",[149,1307,1309],{"id":1308},"bulk-actions","Bulk actions",[135,1311,1312],{},"Select clients with the checkboxes and act on all of them at once:",[716,1314,1315,1318,1321,1324,1327],{},[719,1316,1317],{},"Send a form",[719,1319,1320],{},"Add to a campaign",[719,1322,1323],{},"Add or remove a tag",[719,1325,1326],{},"Export",[719,1328,1329],{},"Delete",[135,1331,1332],{},"Your selection survives changing the search and filters, so you can search, select, search again, select more, then act.",[1334,1335,1336],"caution",{},[135,1337,1338],{},"Deleting a client can't be undone. Almost always, merging or archiving is what you actually want.",[149,1340,1326],{"id":1341},"export",[135,1343,1344,1347],{},[144,1345,1346],{},"Export clients"," downloads the directory as a CSV, honouring your current filters.",[149,1349,1351],{"id":1350},"merge-duplicates","Merge duplicates",[135,1353,1354],{},"Two records for the same person — one from an import, one created at the desk — split their history in half. Merging fixes it.",[135,1356,1357,1358,1361],{},"Open the client you want to keep, then ",[144,1359,1360],{},"Merge",". Choose the duplicate to fold in. Appointments, sales, forms, photos, loyalty and notes move onto the record you kept, and the duplicate is retired.",[530,1363,1364],{},[135,1365,1366],{},"Merging is not reversible from the interface. Confirm you have the right two records — check email, phone, and last visit — before you commit.",[149,1368,1370],{"id":1369},"bringing-a-list-in-from-elsewhere","Bringing a list in from elsewhere",[135,1372,1373,1374,1377,1378,212],{},"Don't type them. ",[144,1375,1376],{},"Settings → Import"," maps a CSV or Excel export column by column, de-duplicates against what you already have, and can be undone in one click. See ",[221,1379,1381],{"href":1380},"\u002Fhelp\u002Fsettings\u002Fimport-your-data","Import your data",[149,1383,1385],{"id":1384},"whats-on-a-clients-profile","What's on a client's profile",[135,1387,1388],{},"Clicking a client opens their panel — a slide-in with everything about them, tabbed:",[157,1390,1391,1401],{},[160,1392,1393],{},[163,1394,1395,1398],{},[166,1396,1397],{},"Tab",[166,1399,1400],{},"What's there",[173,1402,1403,1413,1423,1433,1443,1453,1463,1473,1483,1493,1503,1513],{},[163,1404,1405,1410],{},[178,1406,1407],{},[144,1408,1409],{},"Overview",[178,1411,1412],{},"The snapshot: next visit, recent activity, key figures",[163,1414,1415,1420],{},[178,1416,1417],{},[144,1418,1419],{},"Activity",[178,1421,1422],{},"A chronological trail of everything that has happened",[163,1424,1425,1430],{},[178,1426,1427],{},[144,1428,1429],{},"Messages",[178,1431,1432],{},"The two-way message thread with this client — the same thread as the inbox",[163,1434,1435,1440],{},[178,1436,1437],{},[144,1438,1439],{},"Appointments",[178,1441,1442],{},"Past and upcoming visits",[163,1444,1445,1450],{},[178,1446,1447],{},[144,1448,1449],{},"Sales",[178,1451,1452],{},"Every transaction, with a link into the full sale",[163,1454,1455,1460],{},[178,1456,1457],{},[144,1458,1459],{},"Client details",[178,1461,1462],{},"The editable record — contact, address, preferences",[163,1464,1465,1470],{},[178,1466,1467],{},[144,1468,1469],{},"Items",[178,1471,1472],{},"Memberships, packages and gift cards they hold",[163,1474,1475,1480],{},[178,1476,1477],{},[144,1478,1479],{},"Documents",[178,1481,1482],{},"Completed forms and consents",[163,1484,1485,1490],{},[178,1486,1487],{},[144,1488,1489],{},"Photos",[178,1491,1492],{},"Before-and-after clinical photos, on its own permission",[163,1494,1495,1500],{},[178,1496,1497],{},[144,1498,1499],{},"Wallet",[178,1501,1502],{},"Store credit and saved cards",[163,1504,1505,1510],{},[178,1506,1507],{},[144,1508,1509],{},"Loyalty",[178,1511,1512],{},"Points balance, tier, and reward history",[163,1514,1515,1520],{},[178,1516,1517],{},[144,1518,1519],{},"Reviews",[178,1521,1522],{},"Reviews they've left",[135,1524,1525],{},"The panel opens over whatever you were doing and closes back to it, so you can check a client's history mid-booking without losing the booking.",{"title":363,"searchDepth":22,"depth":22,"links":1527},[1528,1529,1530,1531,1532,1533,1534,1535],{"id":1212,"depth":22,"text":1213},{"id":1258,"depth":22,"text":1259},{"id":1287,"depth":22,"text":1288},{"id":1308,"depth":22,"text":1309},{"id":1341,"depth":22,"text":1326},{"id":1350,"depth":22,"text":1351},{"id":1369,"depth":22,"text":1370},{"id":1384,"depth":22,"text":1385},"Create a client record, search the directory, work with tags, and combine duplicates without losing history.","i-lucide-user-plus",[],{},"\u002Fhelp\u002Fclients\u002Fadd-and-find-clients",[1542,1380],"\u002Fhelp\u002Fclients\u002Fsend-forms-and-consents",{"title":1207,"description":1536},"help\u002Fclients\u002Fadd-and-find-clients","2026-09-01","c75AVP3AqyKtVwVZvb0qJGuwyGbxTBXM1KOqrXUbPUQ",{"id":1548,"title":1549,"audience":7,"body":1550,"category":13,"description":1799,"draft":387,"extension":388,"icon":10,"keywords":1800,"meta":1801,"navigation":398,"order":102,"path":1802,"related":1803,"seo":1806,"stem":1807,"updatedAt":1545,"__hash__":1808},"help\u002Fhelp\u002Fgetting-started\u002Fwelcome.md","Find your way around Owneli",{"type":132,"value":1551,"toc":1789},[1552,1555,1559,1562,1580,1583,1587,1590,1652,1671,1673,1678,1681,1685,1688,1702,1706,1709,1713,1726,1730,1733,1775,1782,1786],[135,1553,1554],{},"Owneli runs a whole practice — clients, calendar, point of sale, retail, and team — from one sidebar. That sidebar is deliberately short. Once you know its shape, you can find anything in one or two clicks.",[149,1556,1558],{"id":1557},"the-three-spines","The three spines",[135,1560,1561],{},"Three items sit at the top and are always one click away, whether the sidebar is expanded or collapsed to icons:",[716,1563,1564,1569,1575],{},[719,1565,1566,1568],{},[144,1567,726],{}," — your home. Clock in, see what's booked, clear anything that needs action, and check the day's numbers. This is also what the app logo links to.",[719,1570,1571,1574],{},[144,1572,1573],{},"Calendar"," — every appointment, for every team member, on one grid.",[719,1576,1577,1579],{},[144,1578,958],{}," — sales. Ring up services, products, memberships, and gift cards, and close out the cash drawer.",[135,1581,1582],{},"These are the surfaces you open every working hour, so they never hide behind a menu.",[149,1584,1586],{"id":1585},"the-five-groups","The five groups",[135,1588,1589],{},"Everything else lives in one of five groups. Each is a single icon when the sidebar is collapsed; click it to slide out a rail with the full list.",[157,1591,1592,1602],{},[160,1593,1594],{},[163,1595,1596,1599],{},[166,1597,1598],{},"Group",[166,1600,1601],{},"What's inside",[173,1603,1604,1613,1622,1632,1642],{},[163,1605,1606,1610],{},[178,1607,1608],{},[144,1609,1264],{},[178,1611,1612],{},"Clients, Messages, Submissions, Forms, Care Guides, Emails",[163,1614,1615,1619],{},[178,1616,1617],{},[144,1618,58],{},[178,1620,1621],{},"Services, Notes, Boards, Time off, Policies",[163,1623,1624,1629],{},[178,1625,1626],{},[144,1627,1628],{},"Retail",[178,1630,1631],{},"Memberships, Packages, Gift cards, Discounts, Products, Reorder this week, Purchase orders, Vendors",[163,1633,1634,1639],{},[178,1635,1636],{},[144,1637,1638],{},"Team",[178,1640,1641],{},"Team, Scheduling",[163,1643,1644,1649],{},[178,1645,1646],{},[144,1647,1648],{},"Growth",[178,1650,1651],{},"Reports, Reviews, Campaigns, Automations, Loyalty",[317,1653,1654],{},[135,1655,1656,1657,699,1659,1662,1663,1666,1667,1670],{},"You may not see all of these. Every link is permission-gated, so the sidebar only ever shows what your role can actually open. ",[144,1658,1648],{},[144,1660,1661],{},"Settings"," are hidden from most staff roles entirely. On top of that, some links (Team, Time off, Boards, Vendors and the like) can be hidden per person — automatically for a small workspace, or by your own choices under ",[144,1664,1665],{},"Settings → Menu",". A hidden page is still reachable by search and direct link, and ",[144,1668,1669],{},"Restore default"," brings the menu back.",[149,1672,1661],{"id":93},[135,1674,1675,1677],{},[144,1676,1661],{}," is the last icon, and it's admin-only. It absorbs everything you configure once and rarely touch again: business details and locations, booking rules, payment processor and payment policy, tips, tax rates, roles and permissions, the online store, the audit log, and data import.",[135,1679,1680],{},"The rule of thumb: if you'd open a page less than once a week, it's in Settings.",[149,1682,1684],{"id":1683},"reading-the-sidebar","Reading the sidebar",[135,1686,1687],{},"Two small markers carry real meaning:",[716,1689,1690,1696],{},[719,1691,1692,1695],{},[144,1693,1694],{},"An eye icon"," next to a link means you can open the page but not change anything. It saves you a click into a page where every button is disabled.",[719,1697,1698,1701],{},[144,1699,1700],{},"An amber number"," is a count of things waiting on you — pending time-off approvals, notes awaiting acknowledgement, unread client messages. When the sidebar is collapsed, the same signal shows as an amber dot on the group icon.",[149,1703,1705],{"id":1704},"collapsing-the-sidebar","Collapsing the sidebar",[135,1707,1708],{},"Click the small chevron chip on the sidebar's right edge to collapse it to icons and win back screen width. Your choice is remembered across sessions and devices.",[149,1710,1712],{"id":1711},"on-a-phone","On a phone",[135,1714,1715,1716,1719,1720,1723,1724,212],{},"Below tablet width there is no sidebar. Owneli becomes a tab-bar app: ",[144,1717,1718],{},"Today · Calendar · Sell · Clients · More"," along the bottom of the screen. The first four are the same spine surfaces; ",[144,1721,1722],{},"More"," opens the full directory — every page from the sidebar groups above, a \"Find a page\" search, and your account actions (My profile, Settings, System status, Sign out). If an instruction in these articles names a sidebar item you can't see on your phone, it's under ",[144,1725,1722],{},[149,1727,1729],{"id":1728},"the-top-bar","The top bar",[135,1731,1732],{},"Along the top of every page:",[716,1734,1735,1746,1752,1758,1764,1769],{},[719,1736,1737,1740,1741,1272,1743,1745],{},[144,1738,1739],{},"Search"," (or ",[139,1742,1271],{},[139,1744,1275],{},") — jump to any client, appointment, or page.",[719,1747,1748,1751],{},[144,1749,1750],{},"Location switcher"," — if your business has more than one location, this scopes what you're looking at. An organisation switcher appears beside it only if you belong to more than one business.",[719,1753,1754,1757],{},[144,1755,1756],{},"Send"," — one entry point for sending a form, sharing a care page, or emailing a client, so you don't have to navigate to three different list pages.",[719,1759,1760,1763],{},[144,1761,1762],{},"Language"," — English, Spanish, and French.",[719,1765,1766,212],{},[144,1767,1768],{},"Light\u002Fdark mode",[719,1770,1771,1774],{},[144,1772,1773],{},"Notifications"," — the bell, with a red count when something is unread.",[276,1776,1777],{},[135,1778,1779,1781],{},[139,1780,1271],{}," is the fastest way to move around once you know client names. It searches clients and pages together.",[149,1783,1785],{"id":1784},"whats-next","What's next",[135,1787,1788],{},"If you're standing up a new business, work through the setup checklist. If someone else already set things up and you're joining an existing team, go straight to your day.",{"title":363,"searchDepth":22,"depth":22,"links":1790},[1791,1792,1793,1794,1795,1796,1797,1798],{"id":1557,"depth":22,"text":1558},{"id":1585,"depth":22,"text":1586},{"id":93,"depth":22,"text":1661},{"id":1683,"depth":22,"text":1684},{"id":1704,"depth":22,"text":1705},{"id":1711,"depth":22,"text":1712},{"id":1728,"depth":22,"text":1729},{"id":1784,"depth":22,"text":1785},"A two-minute tour of the sidebar — the three spines, the five groups, and where configuration hides.",[],{},"\u002Fhelp\u002Fgetting-started\u002Fwelcome",[1804,1805],"\u002Fhelp\u002Fgetting-started\u002Fset-up-your-workspace","\u002Fhelp\u002Fgetting-started\u002Fyour-day-in-workroom",{"title":1549,"description":1799},"help\u002Fgetting-started\u002Fwelcome","0Jmix1z5TVe5oMcNG76Kw93WvAzLH6qzoknkeUTTIQU",{"id":1810,"title":1811,"audience":7,"body":1812,"category":83,"description":2102,"draft":387,"extension":388,"icon":2103,"keywords":2104,"meta":2105,"navigation":398,"order":102,"path":2106,"related":2107,"seo":2108,"stem":2109,"updatedAt":1545,"__hash__":2110},"help\u002Fhelp\u002Fgrowth\u002Ffind-and-read-a-report.md","Find and read a report",{"type":132,"value":1813,"toc":2089},[1814,1820,1824,1838,1842,1845,1848,1852,1858,1862,1865,1872,1876,1883,1897,1900,1903,1906,1910,1917,1921,1928,1985,1989,1995,1999,2002,2007,2011],[135,1815,1816,1819],{},[144,1817,1818],{},"Growth → Reports"," is one hub for around seventy reports. The hub itself is the important part: once you know how it's organised, finding the right one takes seconds instead of scrolling.",[149,1821,1823],{"id":1822},"two-tiers","Two tiers",[716,1825,1826,1832],{},[719,1827,1828,1831],{},[144,1829,1830],{},"Dashboards"," — a designed overview of one area. Performance, sales, clients, operations. Start here when you don't yet know what you're looking for.",[719,1833,1834,1837],{},[144,1835,1836],{},"Standard reports"," — a single focused table. Use these when you already know the question.",[149,1839,1841],{"id":1840},"seven-categories","Seven categories",[135,1843,1844],{},"Sales · Operations · Appointments · Team · Clients · Inventory · Finance",[135,1846,1847],{},"Two filter rows under the search box narrow the grid — one by tier, one by category — and the search box matches names and descriptions. Nothing is buried in a submenu.",[149,1849,1851],{"id":1850},"favourites","Favourites",[135,1853,1854,1855,1857],{},"Star a report and it lands under the ",[144,1856,1851],{}," filter. Most people end up with five or six they open every week — the daily takings, the no-show rate, the drawer variance — and never touch the rest.",[149,1859,1861],{"id":1860},"date-range","Date range",[135,1863,1864],{},"Every report shares one range control, and your choice carries as you move between reports. That's deliberate: comparing two reports over different windows is how people reach wrong conclusions.",[135,1866,1867,1868,1871],{},"Relative presets like \"Last 30 days\" re-derive their dates each time you come back, so a bookmarked report is never stale. ",[144,1869,1870],{},"Custom"," pins a fixed window.",[149,1873,1875],{"id":1874},"comparison","Comparison",[135,1877,1878,1879,1882],{},"Set ",[144,1880,1881],{},"Compare to"," and every figure gains its prior-period counterpart plus the change between them:",[716,1884,1885,1891],{},[719,1886,1887,1890],{},[144,1888,1889],{},"Previous period"," — the same length of time immediately before",[719,1892,1893,1896],{},[144,1894,1895],{},"Previous year"," — the same window a year earlier",[135,1898,1899],{},"For a seasonal business, previous year is usually the honest comparison.",[149,1901,824],{"id":1902},"filters",[135,1904,1905],{},"Most reports filter by location, team member, and service or category. Filters live in the URL, so a filtered report can be bookmarked or pasted into a message and the recipient sees exactly what you saw.",[149,1907,1909],{"id":1908},"drilling-in","Drilling in",[135,1911,1912,1913,1916],{},"Numbers link through to what's behind them. A sales figure opens the underlying transactions in ",[144,1914,1915],{},"POS → Sales"," with the same filters applied. A report is a starting point, not a dead end.",[149,1918,1920],{"id":1919},"exporting","Exporting",[135,1922,1923,1924,1927],{},"The ",[144,1925,1926],{},"Options"," menu on any report:",[157,1929,1930,1940],{},[160,1931,1932],{},[163,1933,1934,1937],{},[166,1935,1936],{},"Action",[166,1938,1939],{},"What happens",[173,1941,1942,1952,1965,1975],{},[163,1943,1944,1949],{},[178,1945,1946],{},[144,1947,1948],{},"Export CSV",[178,1950,1951],{},"Downloads immediately in the browser",[163,1953,1954,1959],{},[178,1955,1956],{},[144,1957,1958],{},"Export Excel",[178,1960,1961,1962],{},"Generates an ",[139,1963,1964],{},".xlsx",[163,1966,1967,1972],{},[178,1968,1969],{},[144,1970,1971],{},"Export PDF",[178,1973,1974],{},"Generates a formatted PDF",[163,1976,1977,1982],{},[178,1978,1979],{},[144,1980,1981],{},"Add to favourites",[178,1983,1984],{},"Pins it under the Favourites filter",[149,1986,1988],{"id":1987},"build-your-own","Build your own",[135,1990,1991,1994],{},[144,1992,1993],{},"Reports → Builder"," groups sales data by a dimension you choose — month, week, day, location, staff, service, category, item kind, or payment method — and returns count, revenue, discount, tax, tip and quantity for each group. It answers most \"can I see X by Y?\" questions without waiting for a new report to be built. A builder configuration can be duplicated and kept.",[149,1996,1998],{"id":1997},"what-you-can-see","What you can see",[135,2000,2001],{},"Reporting is permission-gated, and staff-tier roles are scoped to their own data by default — a provider sees their own performance, not the whole floor's. Compensation and earnings are a separate permission again, so someone can see their own pay without seeing a colleague's.",[530,2003,2004],{},[135,2005,2006],{},"If two people compare the same report and disagree about the number, check three things before assuming a bug: the date range, the location filter, and each person's data scope.",[149,2008,2010],{"id":2009},"which-report-answers-what","Which report answers what",[157,2012,2013,2023],{},[160,2014,2015],{},[163,2016,2017,2020],{},[166,2018,2019],{},"Question",[166,2021,2022],{},"Where to look",[173,2024,2025,2033,2041,2049,2057,2065,2073,2081],{},[163,2026,2027,2030],{},[178,2028,2029],{},"How did today go?",[178,2031,2032],{},"Performance dashboard",[163,2034,2035,2038],{},[178,2036,2037],{},"What did we take, and how?",[178,2039,2040],{},"Sales summary · Payment transactions",[163,2042,2043,2046],{},[178,2044,2045],{},"Is the till right?",[178,2047,2048],{},"Cash drawer over\u002Fshort",[163,2050,2051,2054],{},[178,2052,2053],{},"Who isn't turning up?",[178,2055,2056],{},"Cancellations & no-shows · Cancellation & no-show fees",[163,2058,2059,2062],{},[178,2060,2061],{},"What do we owe?",[178,2063,2064],{},"Liabilities · Gift card liability · Deferred revenue",[163,2066,2067,2070],{},[178,2068,2069],{},"Are clients coming back?",[178,2071,2072],{},"Retention · Rebook conversion · New vs returning",[163,2074,2075,2078],{},[178,2076,2077],{},"What should we reorder?",[178,2079,2080],{},"Stock on hand · Reorder",[163,2082,2083,2086],{},[178,2084,2085],{},"What do we owe the team?",[178,2087,2088],{},"Payroll & commission · Wages · Tips",{"title":363,"searchDepth":22,"depth":22,"links":2090},[2091,2092,2093,2094,2095,2096,2097,2098,2099,2100,2101],{"id":1822,"depth":22,"text":1823},{"id":1840,"depth":22,"text":1841},{"id":1850,"depth":22,"text":1851},{"id":1860,"depth":22,"text":1861},{"id":1874,"depth":22,"text":1875},{"id":1902,"depth":22,"text":824},{"id":1908,"depth":22,"text":1909},{"id":1919,"depth":22,"text":1920},{"id":1987,"depth":22,"text":1988},{"id":1997,"depth":22,"text":1998},{"id":2009,"depth":22,"text":2010},"How the reporting hub is organised, how ranges and comparisons work, and how to get the numbers out.","i-lucide-bar-chart-3",[],{},"\u002Fhelp\u002Fgrowth\u002Ffind-and-read-a-report",[1200,1201],{"title":1811,"description":2102},"help\u002Fgrowth\u002Ffind-and-read-a-report","9pb6AxvJUnJWj8hY-B1TKO0fhwRqiTG3EMJ8VUcvJFk",{"id":2112,"title":2113,"audience":7,"body":2114,"category":63,"description":2470,"draft":387,"extension":388,"icon":2471,"keywords":2472,"meta":2473,"navigation":398,"order":102,"path":2474,"related":2475,"seo":2477,"stem":2478,"updatedAt":918,"__hash__":2479},"help\u002Fhelp\u002Foperations\u002Fnotes-your-team-playbook.md","Notes — your team playbook",{"type":132,"value":2115,"toc":2460},[2116,2121,2124,2128,2134,2208,2211,2236,2246,2250,2253,2273,2277,2284,2298,2306,2310,2316,2324,2331,2335,2340,2350,2354,2361,2364,2368,2388,2392,2395,2453],[135,2117,2118],{},[144,2119,2120],{},"Operations → Notes",[135,2122,2123],{},"Notes are the written record of how your business actually works — the laser protocol, the autoclave checklist, what to do if someone faints in a treatment room. Searchable, versioned, and signed off when it matters.",[149,2125,2127],{"id":2126},"write-a-note","Write a note",[135,2129,2130,2133],{},[144,2131,2132],{},"New note"," opens the composer. Pick a category first — it changes the prompt you're writing against:",[157,2135,2136,2146],{},[160,2137,2138],{},[163,2139,2140,2143],{},[166,2141,2142],{},"Category",[166,2144,2145],{},"What belongs here",[173,2147,2148,2158,2168,2178,2188,2198],{},[163,2149,2150,2155],{},[178,2151,2152],{},[144,2153,2154],{},"Treatment",[178,2156,2157],{},"A procedure, end to end",[163,2159,2160,2165],{},[178,2161,2162],{},[144,2163,2164],{},"Equipment",[178,2166,2167],{},"A device, its maintenance, or a known fix",[163,2169,2170,2175],{},[178,2171,2172],{},[144,2173,2174],{},"Training",[178,2176,2177],{},"Something every new hire should learn",[163,2179,2180,2185],{},[178,2181,2182],{},[144,2183,2184],{},"Emergency",[178,2186,2187],{},"Safety-critical. Calm action saves the day",[163,2189,2190,2195],{},[178,2191,2192],{},[144,2193,2194],{},"Personal",[178,2196,2197],{},"Just for you — keep visibility private",[163,2199,2200,2205],{},[178,2201,2202],{},[144,2203,2204],{},"Other",[178,2206,2207],{},"Reference material that doesn't fit elsewhere",[135,2209,2210],{},"Then write:",[716,2212,2213,2219,2224,2230],{},[719,2214,2215,2218],{},[144,2216,2217],{},"Title"," — clear and scannable. People find notes by skimming titles.",[719,2220,2221,2223],{},[144,2222,1288],{}," — press Enter or comma to add. Tags are how the search narrows.",[719,2225,2226,2229],{},[144,2227,2228],{},"Body"," — what this is for, when it applies, what the reader should keep in mind.",[719,2231,2232,2235],{},[144,2233,2234],{},"Steps"," — an ordered list, used only when the order genuinely matters (\"press kill switch, evacuate, page the doctor\"). Skip it if the body says it all.",[135,2237,2238,2241,2242,2245],{},[144,2239,2240],{},"Save draft"," parks it. ",[144,2243,2244],{},"Publish"," sends it to whoever can see it.",[149,2247,2249],{"id":2248},"who-can-see-it","Who can see it",[135,2251,2252],{},"Three levels of reach:",[716,2254,2255,2261,2267],{},[719,2256,2257,2260],{},[144,2258,2259],{},"Private"," — only you",[719,2262,2263,2266],{},[144,2264,2265],{},"My team"," — you and everyone who reports into you, direct and indirect",[719,2268,2269,2272],{},[144,2270,2271],{},"Org-wide"," — everyone in the workspace",[149,2274,2276],{"id":2275},"requiring-a-signature","Requiring a signature",[135,2278,2279,2280,2283],{},"Turn on ",[144,2281,2282],{},"Require team acknowledgment"," and everyone who can see the note must mark it as read. Then choose how hard that requirement bites:",[716,2285,2286,2292],{},[719,2287,2288,2291],{},[144,2289,2290],{},"Soft reminder"," — it appears in the notification bell and on the pending sign-offs page. The app stays fully usable.",[719,2293,2294,2297],{},[144,2295,2296],{},"Hard block"," — a full-screen overlay that can't be dismissed until they acknowledge it.",[1334,2299,2300],{},[135,2301,266,2302,2305],{},[144,2303,2304],{},"hard block"," for safety-critical SOPs only — laser, sharps, emergency protocols. It stops the person working until they sign. A hard-blocked note about the new coffee machine will cost you a morning of goodwill.",[149,2307,2309],{"id":2308},"versions","Versions",[135,2311,2312,2313,212],{},"Every publish is a snapshot of the title, body, category, tags and steps at that moment, kept in ",[144,2314,2315],{},"History",[530,2317,2318],{},[135,2319,2320,2323],{},[144,2321,2322],{},"Bumping the version resets everyone's acknowledgment."," That's the point — a materially changed protocol needs re-signing. But it also means a typo fix shouldn't bump the version, or you'll ask forty people to re-sign a comma.",[135,2325,2326,2327,2330],{},"A person who signed an older version sees the note flagged as ",[144,2328,2329],{},"Outdated · you signed v2",", so it's obvious what they're behind on.",[149,2332,2334],{"id":2333},"pending-sign-offs","Pending sign-offs",[135,2336,2337,2339],{},[144,2338,2334],{}," lists everything waiting on your signature, with a hint against each one telling you whether it will block you or merely nag. Read it, acknowledge it, and it clears.",[135,2341,2342,2343,2346,2347,2349],{},"The same count appears as an amber badge on ",[144,2344,2345],{},"Notes"," in the sidebar and on ",[144,2348,726],{}," under action required.",[149,2351,2353],{"id":2352},"finding-a-note-again","Finding a note again",[135,2355,2356,2357,2360],{},"The notes list searches title, body and tags at once, and filters by category, by visibility, and by pinned. ",[144,2358,2359],{},"Pin"," the handful you reach for daily and they stay at the top.",[135,2362,2363],{},"The page also shows three figures at a glance: how many notes exist, how many are pinned, and how many need your sign-off.",[149,2365,2367],{"id":2366},"managing-a-published-note","Managing a published note",[716,2369,2370,2376,2382],{},[719,2371,2372,2375],{},[144,2373,2374],{},"Unpublish"," takes it out of circulation without deleting it",[719,2377,2378,2381],{},[144,2379,2380],{},"Archive"," files it away",[719,2383,2384,2387],{},[144,2385,2386],{},"Start session"," opens it as a training session to work through with someone",[149,2389,2391],{"id":2390},"notes-versus-policies","Notes versus policies",[135,2393,2394],{},"They look similar and they are not the same thing.",[157,2396,2397,2408],{},[160,2398,2399],{},[163,2400,2401,2403,2405],{},[166,2402],{},[166,2404,2345],{},[166,2406,2407],{},"Policies",[173,2409,2410,2420,2431,2442],{},[163,2411,2412,2414,2417],{},[178,2413,1015],{},[178,2415,2416],{},"Operational know-how — how we do the work",[178,2418,2419],{},"HR and compliance — the terms of employment",[163,2421,2422,2425,2428],{},[178,2423,2424],{},"Who writes it",[178,2426,2427],{},"Anyone who can create notes",[178,2429,2430],{},"Someone with the policy-authoring permission",[163,2432,2433,2436,2439],{},[178,2434,2435],{},"Acknowledgment",[178,2437,2438],{},"Optional, per note",[178,2440,2441],{},"Usually required, and legally meaningful",[163,2443,2444,2447,2450],{},[178,2445,2446],{},"Signature record",[178,2448,2449],{},"Acknowledgment logged",[178,2451,2452],{},"Signature and timestamp permanently logged",[135,2454,2455,2456,212],{},"If it's about performing the work, it's a note. If it's about conduct, safety obligations, privacy or employment, it's a ",[221,2457,2459],{"href":2458},"\u002Fhelp\u002Foperations\u002Fpolicies","policy",{"title":363,"searchDepth":22,"depth":22,"links":2461},[2462,2463,2464,2465,2466,2467,2468,2469],{"id":2126,"depth":22,"text":2127},{"id":2248,"depth":22,"text":2249},{"id":2275,"depth":22,"text":2276},{"id":2308,"depth":22,"text":2309},{"id":2333,"depth":22,"text":2334},{"id":2352,"depth":22,"text":2353},{"id":2366,"depth":22,"text":2367},{"id":2390,"depth":22,"text":2391},"Write down how you do things, require a signature where it matters, and version it so a change reaches everyone.","i-lucide-notebook-text",[],{},"\u002Fhelp\u002Foperations\u002Fnotes-your-team-playbook",[2476,2458],"\u002Fhelp\u002Foperations\u002Fboards",{"title":2113,"description":2470},"help\u002Foperations\u002Fnotes-your-team-playbook","rjoTUAFI5dlMFlQgoFBpUH8m6oMIwJv1ORJVaiUQtOo",{"id":2481,"title":2482,"audience":109,"body":2483,"category":124,"description":2717,"draft":387,"extension":388,"icon":121,"keywords":2718,"meta":2719,"navigation":398,"order":102,"path":2720,"related":2721,"seo":2722,"stem":2723,"updatedAt":918,"__hash__":2724},"help\u002Fhelp\u002Fportal\u002Fyour-account.md","Booking online and using your account",{"type":132,"value":2484,"toc":2699},[2485,2488,2492,2495,2528,2531,2535,2538,2543,2547,2550,2557,2561,2650,2653,2657,2660,2663,2666,2673,2677,2680,2684,2687,2692,2696],[135,2486,2487],{},"If your salon or clinic runs on Owneli, you can book online and manage your visits yourself. This page explains what you can do.",[149,2489,2491],{"id":2490},"booking-without-an-account","Booking without an account",[135,2493,2494],{},"You don't need an account to book. Your venue's booking page walks you through it:",[200,2496,2497,2499,2502,2506,2509,2511,2514,2518,2521,2525],{},[203,2498,422],{"id":421},[135,2500,2501],{},"Pick one or more. Some venues offer bundles — several services at a combined price.",[203,2503,2505],{"id":2504},"choose-a-time","Choose a time",[135,2507,2508],{},"Pick a date and pick from the openings shown. You can request a specific team member or leave it to whoever's available.",[203,2510,443],{"id":442},[135,2512,2513],{},"If your venue offers add-ons, they're offered here.",[203,2515,2517],{"id":2516},"enter-your-details","Enter your details",[135,2519,2520],{},"Name, email, and phone so they can reach you.",[203,2522,2524],{"id":2523},"confirm","Confirm",[135,2526,2527],{},"Some venues ask for a card, or take a deposit, before confirming. If yours does, the terms are shown on this screen before you pay — what's due now, how long before your appointment you can cancel for free, and what any late-cancellation or no-show fee would be.",[135,2529,2530],{},"You'll get a confirmation with a link to manage your booking.",[149,2532,2534],{"id":2533},"managing-a-booking","Managing a booking",[135,2536,2537],{},"The link in your confirmation lets you view, reschedule, or cancel without signing in anywhere.",[530,2539,2540],{},[135,2541,2542],{},"If your venue charges for late cancellations, the free-cancellation window is shown on the booking screen and in your confirmation. Cancelling inside that window may be charged to the card you used.",[149,2544,2546],{"id":2545},"your-account","Your account",[135,2548,2549],{},"If your venue has the client portal enabled, you can sign in for a fuller picture.",[135,2551,2552,2553,2556],{},"Signing in is by ",[144,2554,2555],{},"magic link"," — enter your email and a one-time sign-in link is sent to you. There's no password to remember, though you can set one if you prefer.",[203,2558,2560],{"id":2559},"whats-in-there","What's in there",[157,2562,2563,2573],{},[160,2564,2565],{},[163,2566,2567,2570],{},[166,2568,2569],{},"Section",[166,2571,2572],{},"What you'll find",[173,2574,2575,2585,2593,2602,2612,2621,2630,2640],{},[163,2576,2577,2582],{},[178,2578,2579],{},[144,2580,2581],{},"Home",[178,2583,2584],{},"Your next visit, and a quick way to book again",[163,2586,2587,2591],{},[178,2588,2589],{},[144,2590,1439],{},[178,2592,1442],{},[163,2594,2595,2599],{},[178,2596,2597],{},[144,2598,1499],{},[178,2600,2601],{},"Store credit, saved cards, and any gift cards you hold",[163,2603,2604,2609],{},[178,2605,2606],{},[144,2607,2608],{},"Memberships",[178,2610,2611],{},"Your plans, what's included, and what you've used",[163,2613,2614,2618],{},[178,2615,2616],{},[144,2617,1509],{},[178,2619,2620],{},"Your points, your tier, and rewards you can redeem",[163,2622,2623,2627],{},[178,2624,2625],{},[144,2626,1429],{},[178,2628,2629],{},"Messages with the venue",[163,2631,2632,2637],{},[178,2633,2634],{},[144,2635,2636],{},"Refer",[178,2638,2639],{},"Your personal referral link",[163,2641,2642,2647],{},[178,2643,2644],{},[144,2645,2646],{},"Account",[178,2648,2649],{},"Your details and communication preferences",[135,2651,2652],{},"Not every venue turns on every section.",[203,2654,2656],{"id":2655},"more-than-one-venue","More than one venue",[135,2658,2659],{},"If you visit several businesses that use Owneli, one sign-in covers them all. Switch between them inside the portal — each keeps its own visits, memberships and points, and each looks like itself, with its own branding.",[149,2661,2608],{"id":2662},"memberships",[135,2664,2665],{},"Your membership page shows what your plan includes and what you've used this period.",[135,2667,2668,2669,2672],{},"If your venue allows it, you can ",[144,2670,2671],{},"request a pause"," from here. Pauses are subject to your venue's policy — how many you're allowed, how many days in total, and whether a freeze fee applies. Your request goes to the venue for approval.",[149,2674,2676],{"id":2675},"gift-cards","Gift cards",[135,2678,2679],{},"Gift cards you've been sent show in your wallet with their balance. You can also check any card's balance from the link that came with it, without signing in.",[149,2681,2683],{"id":2682},"saved-cards","Saved cards",[135,2685,2686],{},"Cards saved for membership billing are listed in your wallet. You can add one, make one the default, or remove one. Removing a card detaches it at the payment processor, so it genuinely can't be charged afterwards.",[317,2688,2689],{},[135,2690,2691],{},"Venues cannot enter your card details on your behalf. If you're paying by link, you type your card into your venue's own secure page — they never see or handle the number.",[149,2693,2695],{"id":2694},"forms-and-consents","Forms and consents",[135,2697,2698],{},"If your venue sends you a form before a visit, it arrives as a private link. You fill it in and sign on your own phone. Nobody else can see your answers.",{"title":363,"searchDepth":22,"depth":22,"links":2700},[2701,2708,2709,2713,2714,2715,2716],{"id":2490,"depth":22,"text":2491,"children":2702},[2703,2704,2705,2706,2707],{"id":421,"depth":32,"text":422},{"id":2504,"depth":32,"text":2505},{"id":442,"depth":32,"text":443},{"id":2516,"depth":32,"text":2517},{"id":2523,"depth":32,"text":2524},{"id":2533,"depth":22,"text":2534},{"id":2545,"depth":22,"text":2546,"children":2710},[2711,2712],{"id":2559,"depth":32,"text":2560},{"id":2655,"depth":32,"text":2656},{"id":2662,"depth":22,"text":2608},{"id":2675,"depth":22,"text":2676},{"id":2682,"depth":22,"text":2683},{"id":2694,"depth":22,"text":2695},"How to book a visit, manage an appointment, and use your credit, memberships, gift cards and points — written for clients.",[],{},"\u002Fhelp\u002Fportal\u002Fyour-account",[1802],{"title":2482,"description":2717},"help\u002Fportal\u002Fyour-account","9N1eadmLhpyQUP-V7NUithQbM6fNHhwCZlmTtSA_ViA",{"id":2726,"title":2608,"audience":7,"body":2727,"category":53,"description":3032,"draft":387,"extension":388,"icon":3033,"keywords":3034,"meta":3040,"navigation":398,"order":102,"path":3041,"related":3042,"seo":3044,"stem":3045,"updatedAt":918,"__hash__":3046},"help\u002Fhelp\u002Fretail\u002Fmemberships.md",{"type":132,"value":2728,"toc":3019},[2729,2732,2737,2741,2744,2748,2755,2758,2782,2786,2793,2797,2884,2889,2893,2896,2916,2919,2923,2926,2933,2937,2951,2955,2958,2962,2969,2972,2980,2984],[135,2730,2731],{},"A membership is a recurring plan a client subscribes to. It ships with a discount, included sessions, or both — applied automatically at checkout, with no code to remember.",[135,2733,2734],{},[144,2735,2736],{},"Retail → Memberships",[149,2738,2740],{"id":2739},"the-two-plan-types","The two plan types",[135,2742,2743],{},"Choose one when you create the plan. It changes what the member actually receives each period.",[203,2745,2747],{"id":2746},"service-credits","Service credits",[135,2749,2750,2751,2754],{},"The member gets a number of ",[144,2752,2753],{},"included sessions"," each period — three facials a month, one laser session a quarter. At checkout, an eligible service is covered by a credit instead of being charged.",[135,2756,2757],{},"Options that matter here:",[716,2759,2760,2770,2776],{},[719,2761,2762,2765,2766,2769],{},[144,2763,2764],{},"Roll over unused sessions"," — how many unused sessions per service carry into the next period. ",[139,2767,2768],{},"0"," means use it or lose it.",[719,2771,2772,2775],{},[144,2773,2774],{},"Banked credits expire after"," — rolled-over credits lapse this many months after they were granted. Leave empty for never.",[719,2777,2778,2781],{},[144,2779,2780],{},"Keep credits usable after cancellation"," — after a cancellation, banked credits stay redeemable for this many days.",[203,2783,2785],{"id":2784},"account-balance","Account balance",[135,2787,2788,2789,2792],{},"The member gets ",[144,2790,2791],{},"funds added to a wallet"," each period. The balance accumulates and can be spent toward any service or product at checkout — much more like store credit than a session pass.",[149,2794,2796],{"id":2795},"billing-and-term","Billing and term",[157,2798,2799,2808],{},[160,2800,2801],{},[163,2802,2803,2806],{},[166,2804,2805],{},"Setting",[166,2807,494],{},[173,2809,2810,2821,2831,2841,2851,2864,2874],{},[163,2811,2812,2818],{},[178,2813,2814,2817],{},[144,2815,2816],{},"Price"," and interval",[178,2819,2820],{},"Monthly, quarterly, or annual",[163,2822,2823,2828],{},[178,2824,2825],{},[144,2826,2827],{},"Auto-renew",[178,2829,2830],{},"New members default to renewing automatically",[163,2832,2833,2838],{},[178,2834,2835],{},[144,2836,2837],{},"Open-ended",[178,2839,2840],{},"Renews each period until the member cancels",[163,2842,2843,2848],{},[178,2844,2845],{},[144,2846,2847],{},"Fixed-term",[178,2849,2850],{},"Runs for a set number of billing cycles, then ends",[163,2852,2853,2858],{},[178,2854,2855],{},[144,2856,2857],{},"Minimum cycles before cancel",[178,2859,2860,2861,2863],{},"Members must stay this many cycles. ",[139,2862,2768],{}," = cancel anytime",[163,2865,2866,2871],{},[178,2867,2868],{},[144,2869,2870],{},"Early-exit fee",[178,2872,2873],{},"Charged if they cancel before the commitment ends. Leave it empty to block early cancellation entirely",[163,2875,2876,2881],{},[178,2877,2878],{},[144,2879,2880],{},"Stop after N renewals",[178,2882,2883],{},"Auto-billing stops after this many renewals. Empty = unlimited",[530,2885,2886],{},[135,2887,2888],{},"Automatic billing needs a connected payment processor and a card on file. Until those exist, billing is manual — the plan still tracks correctly, but no card is charged on its own.",[149,2890,2892],{"id":2891},"pausing","Pausing",[135,2894,2895],{},"If you allow it, members can request a pause from their client portal. You control:",[716,2897,2898,2904,2910],{},[719,2899,2900,2903],{},[144,2901,2902],{},"Max pauses"," — per membership, lifetime",[719,2905,2906,2909],{},[144,2907,2908],{},"Max paused days"," — the total time a membership can sit paused",[719,2911,2912,2915],{},[144,2913,2914],{},"Freeze fee"," — charged once to the card on file each time it's paused. Leave empty for free freezes",[135,2917,2918],{},"Pause requests land in your queue for approval — you'll see a count on the memberships page.",[149,2920,2922],{"id":2921},"perks","Perks",[135,2924,2925],{},"Beyond the headline benefit, a plan can carry perks: a percentage or amount off services or products, a free add-on, or access to a member-only service. Perks are added after the plan is saved.",[135,2927,2928,2929,2932],{},"Each perk declares whether it ",[144,2930,2931],{},"stacks with discount codes"," or not, so a member using a promo code doesn't accidentally compound two discounts you never intended to combine.",[149,2934,2936],{"id":2935},"sharing-and-gifting","Sharing and gifting",[716,2938,2939,2945],{},[719,2940,2941,2944],{},[144,2942,2943],{},"Members included"," — above 1, a primary member can add family members who redeem the same pool",[719,2946,2947,2950],{},[144,2948,2949],{},"Can be gifted"," — lets a buyer purchase the plan for someone else",[149,2952,2954],{"id":2953},"selling-one","Selling one",[135,2956,2957],{},"At checkout, add the membership to the cart like any other item. It's also sellable from your public storefront if you've published it there.",[149,2959,2961],{"id":2960},"archiving","Archiving",[135,2963,2964,2965,2968],{},"Archiving a plan removes it from the checkout picker. ",[144,2966,2967],{},"Current subscribers keep their benefits"," — you're closing it to new sign-ups, not cancelling anyone.",[135,2970,2971],{},"Pausing a plan has the same \"disappears from the picker\" effect without archiving it.",[1334,2973,2974],{},[135,2975,2976,2979],{},[144,2977,2978],{},"Imported memberships are records only."," When a membership comes in through the data importer, auto-renew is off, no renewal date is set, and no redeemable credits are granted. No card is ever charged. This is deliberate — resuming somebody else's mid-cycle billing on a card you've just imported is not something software should do quietly. Re-collect payment details and restart billing yourself when you're ready.",[149,2981,2983],{"id":2982},"reporting","Reporting",[716,2985,2986,2992,2998,3004,3010],{},[719,2987,2988,2991],{},[144,2989,2990],{},"Membership KPIs"," — active members, churn, growth",[719,2993,2994,2997],{},[144,2995,2996],{},"Membership revenue"," — recurring revenue by plan",[719,2999,3000,3003],{},[144,3001,3002],{},"Memberships expiring"," — who's about to lapse",[719,3005,3006,3009],{},[144,3007,3008],{},"Memberships list"," — every member and their state",[719,3011,3012,699,3015,3018],{},[144,3013,3014],{},"Liabilities",[144,3016,3017],{},"Deferred revenue"," — unredeemed value you still owe",{"title":363,"searchDepth":22,"depth":22,"links":3020},[3021,3025,3026,3027,3028,3029,3030,3031],{"id":2739,"depth":22,"text":2740,"children":3022},[3023,3024],{"id":2746,"depth":32,"text":2747},{"id":2784,"depth":32,"text":2785},{"id":2795,"depth":22,"text":2796},{"id":2891,"depth":22,"text":2892},{"id":2921,"depth":22,"text":2922},{"id":2935,"depth":22,"text":2936},{"id":2953,"depth":22,"text":2954},{"id":2960,"depth":22,"text":2961},{"id":2982,"depth":22,"text":2983},"Build a recurring plan, choose between service credits and an account balance, and understand how billing, pausing and cancellation behave.","i-lucide-repeat",[3035,3036,3037,3038,3039],"set up memberships","create a membership plan","sell a membership","membership billing and renewal","pause or cancel a membership",{},"\u002Fhelp\u002Fretail\u002Fmemberships",[3043,1197,1380],"\u002Fhelp\u002Fretail\u002Fpackages",{"title":2608,"description":3032},"help\u002Fretail\u002Fmemberships","Wx2b4bQVnEV0-KhiFxIjSwgqzBKbNm1lK9jctLLpg5E",{"id":3048,"title":3049,"audience":7,"body":3050,"category":93,"description":3233,"draft":387,"extension":388,"icon":3234,"keywords":3235,"meta":3236,"navigation":398,"order":102,"path":3237,"related":3238,"seo":3239,"stem":3240,"updatedAt":918,"__hash__":3241},"help\u002Fhelp\u002Fsettings\u002Fservices-and-pricing.md","Services and pricing",{"type":132,"value":3051,"toc":3216},[3052,3055,3060,3064,3071,3074,3078,3081,3085,3088,3090,3093,3100,3104,3107,3111,3114,3118,3124,3133,3135,3142,3146,3149,3153,3156,3160,3167,3170,3174,3180,3183,3187,3195,3200,3202],[135,3053,3054],{},"The service catalog is what you offer, how long each thing takes, and what it costs. Everything downstream reads from it — the calendar's booking panel, the public booking page, and checkout.",[135,3056,3057],{},[144,3058,3059],{},"Operations → Services",[149,3061,3063],{"id":3062},"organise-with-categories","Organise with categories",[135,3065,3066,3067,3070],{},"Group services into categories so the booking experience reads cleanly rather than as one long alphabetical list. Use ",[144,3068,3069],{},"Manage order"," to drag categories into the order you want, and services within each category.",[135,3072,3073],{},"The order you set here is the order clients see when booking.",[149,3075,3077],{"id":3076},"configure-a-service","Configure a service",[135,3079,3080],{},"Open a service and you get six tabs.",[203,3082,3084],{"id":3083},"basic","Basic",[135,3086,3087],{},"Name, description, category, duration, price, and calendar colour. Duration is what reserves time on the grid, so include cleanup and turnaround if you need the room protected.",[203,3089,1638],{"id":73},[135,3091,3092],{},"Choose who can be booked for this service. Leave it empty and everyone on the team is bookable for it.",[135,3094,3095,3096,3099],{},"Selected members can also carry their ",[144,3097,3098],{},"own price or duration"," for this service — leave those blank to inherit the service default. That's how a senior provider charges more for the same treatment without you duplicating the service.",[203,3101,3103],{"id":3102},"resources","Resources",[135,3105,3106],{},"If the service needs a room or a machine, attach it here. Owneli then reserves the resource alongside the provider, and a booking that would double-book the equipment is refused.",[203,3108,3110],{"id":3109},"booking","Booking",[135,3112,3113],{},"Whether the service is bookable online, and the rules that apply when it is.",[203,3115,3117],{"id":3116},"forms","Forms",[135,3119,3120,3121,212],{},"Attach a form or consent to the service. It's offered — or required — as part of that booking. See ",[221,3122,3123],{"href":1542},"Send forms and consents",[530,3125,3126],{},[135,3127,3128,3129,3132],{},"A service that requires a signed clinical form will ",[144,3130,3131],{},"block checkout"," until the form is signed. That's a deliberate safety gate, not a bug.",[203,3134,1661],{"id":93},[135,3136,3137,3138,212],{},"Anything else that's specific to this service, including its own payment policy override. See ",[221,3139,3141],{"href":3140},"\u002Fhelp\u002Fcheckout\u002Fdeposits-and-cancellation-fees","Deposits, cancellation and no-show fees",[149,3143,3145],{"id":3144},"filtering-the-catalog","Filtering the catalog",[135,3147,3148],{},"The list filters by category, by online-bookable only, by inactive only, and can show archived services. Archive rather than delete: deleting a service orphans the history that references it.",[149,3150,3152],{"id":3151},"bundles","Bundles",[135,3154,3155],{},"A bundle presents several services as one bookable item at a combined price, with the saving shown as a percentage. It books as a single appointment.",[149,3157,3159],{"id":3158},"per-location-menus","Per-location menus",[135,3161,3162,3163,3166],{},"With more than one location, ",[144,3164,3165],{},"By location"," opens a matrix: turn each service on or off per location and set location-specific prices. Empty price cells inherit the base price.",[135,3168,3169],{},"With a single location the matrix is hidden — every service simply uses its base price.",[149,3171,3173],{"id":3172},"smart-pricing","Smart pricing",[135,3175,3176,3179],{},[144,3177,3178],{},"Settings → Payments → Smart pricing"," lets you charge more during busy windows and less during quiet ones. Off-peak rules nudge demand into your dead hours; peak rules capture your busiest ones.",[135,3181,3182],{},"Peak surges are capped, and both directions are always disclosed to the client before payment — a slot that costs more says so, and a slot that costs less says how much they saved.",[149,3184,3186],{"id":3185},"importing-a-catalog","Importing a catalog",[135,3188,3189,3190,3192,3193,212],{},"If you're coming from another system, don't retype the list. ",[144,3191,1376],{}," brings services in with durations and prices mapped column by column. See ",[221,3194,1381],{"href":1380},[530,3196,3197],{},[135,3198,3199],{},"Service identifiers in exports from other platforms are not always unique. Check the dry-run counts against your source file before running an import of services.",[149,3201,2983],{"id":2982},[716,3203,3204,3210],{},[719,3205,3206,3209],{},[144,3207,3208],{},"Growth → Reports → Services"," — revenue and volume by service",[719,3211,3212,3215],{},[144,3213,3214],{},"Growth → Reports → Peak hours"," — when demand actually lands, which is what smart pricing rules should be built from",{"title":363,"searchDepth":22,"depth":22,"links":3217},[3218,3219,3227,3228,3229,3230,3231,3232],{"id":3062,"depth":22,"text":3063},{"id":3076,"depth":22,"text":3077,"children":3220},[3221,3222,3223,3224,3225,3226],{"id":3083,"depth":32,"text":3084},{"id":73,"depth":32,"text":1638},{"id":3102,"depth":32,"text":3103},{"id":3109,"depth":32,"text":3110},{"id":3116,"depth":32,"text":3117},{"id":93,"depth":32,"text":1661},{"id":3144,"depth":22,"text":3145},{"id":3151,"depth":22,"text":3152},{"id":3158,"depth":22,"text":3159},{"id":3172,"depth":22,"text":3173},{"id":3185,"depth":22,"text":3186},{"id":2982,"depth":22,"text":2983},"Build the catalog that drives booking and checkout — durations, prices, who can perform what, and per-location overrides.","i-lucide-list",[],{},"\u002Fhelp\u002Fsettings\u002Fservices-and-pricing",[1804,914,3140],{"title":3049,"description":3233},"help\u002Fsettings\u002Fservices-and-pricing","SRhXZdhmtcBvxxwQ8JXugj-lbJwg29J5t86wSzvQK7s",{"id":3243,"title":3244,"audience":7,"body":3245,"category":73,"description":3607,"draft":387,"extension":388,"icon":3608,"keywords":3609,"meta":3610,"navigation":398,"order":102,"path":3611,"related":3612,"seo":3614,"stem":3615,"updatedAt":1545,"__hash__":3616},"help\u002Fhelp\u002Fteam\u002Fshifts-timesheets-and-time-off.md","Shifts, timesheets, and time off",{"type":132,"value":3246,"toc":3591},[3247,3250,3298,3302,3309,3316,3320,3327,3331,3336,3339,3365,3378,3381,3386,3390,3413,3417,3481,3484,3488,3491,3498,3502,3509,3512,3517,3520,3523,3548,3553,3556,3559,3563,3569,3571],[135,3248,3249],{},"Scheduling lives in three connected surfaces. Managing them needs the scheduling permission, which is deliberately separate from the ability to book appointments — you can grant \"runs the rota and signs off payroll\" without handing over the client calendar.",[157,3251,3252,3261],{},[160,3253,3254],{},[163,3255,3256,3259],{},[166,3257,3258],{},"Surface",[166,3260,1015],{},[173,3262,3263,3277,3288],{},[163,3264,3265,3274],{},[178,3266,3267,3269,3270,3273],{},[144,3268,885],{}," (the ",[144,3271,3272],{},"Availability"," tab)",[178,3275,3276],{},"The recurring weekly template — who normally works when",[163,3278,3279,3285],{},[178,3280,3281,3284],{},[144,3282,3283],{},"Shifts"," (Scheduled shifts)",[178,3286,3287],{},"Overrides for a specific week",[163,3289,3290,3295],{},[178,3291,3292],{},[144,3293,3294],{},"Timesheets",[178,3296,3297],{},"What was actually worked, and payroll approval",[149,3299,3301],{"id":3300},"working-hours-the-template","Working hours: the template",[135,3303,3304,3305,3308],{},"The template is the default pattern: a person's usual days and times, repeating every week. It's the single most important thing to get right, because ",[144,3306,3307],{},"without hours nobody appears as bookable on the calendar"," — the day grid stays empty even though staff exist.",[135,3310,3311,3312,3315],{},"Set each person's working days and times. A day can carry a ",[144,3313,3314],{},"split range"," — 9am–12pm, then 2pm–6pm after a break.",[203,3317,3319],{"id":3318},"shift-templates","Shift templates",[135,3321,3322,3323,3326],{},"Save a week you've built as a reusable ",[144,3324,3325],{},"shift template"," (\"Full-time M–F\", \"Weekends only\") and apply it to anyone's week. That turns setting up a new starter into two clicks.",[149,3328,3330],{"id":3329},"scheduled-shifts-overrides","Scheduled shifts: overrides",[135,3332,1923,3333,3335],{},[144,3334,3283],{}," tab (Scheduled shifts) is the grid for changing one specific week without touching the template. Someone starting late on Tuesday, covering an extra Saturday, going home early on Friday.",[135,3337,3338],{},"Handy tools on the grid:",[716,3340,3341,3347,3353,3359],{},[719,3342,3343,3346],{},[144,3344,3345],{},"Copy week → next week"," — duplicate the overrides you've just built",[719,3348,3349,3352],{},[144,3350,3351],{},"Pull last week"," — bring last week's overrides forward",[719,3354,3355,3358],{},[144,3356,3357],{},"Copy Monday to all"," — fill a whole week from one day",[719,3360,3361,3364],{},[144,3362,3363],{},"Clear"," — remove a date's override and let the recurring template take over again",[317,3366,3367],{},[135,3368,3369,3370,3373,3374,3377],{},"Approved time off and fixed-date holidays are ",[144,3371,3372],{},"protected",". Copying or pulling a week leaves those days exactly as they are, and tells you which days it left untouched and why. Time off is managed through ",[144,3375,3376],{},"Time off",", not by editing the shift grid.",[149,3379,3294],{"id":3380},"timesheets",[135,3382,3383,3385],{},[144,3384,3294],{}," holds clock-in records, paid hours, and approvals.",[203,3387,3389],{"id":3388},"how-a-timesheet-is-created","How a timesheet is created",[716,3391,3392,3401,3407],{},[719,3393,3394,3397,3398,3400],{},[144,3395,3396],{},"Clock"," — someone clocked in and out from the widget on ",[144,3399,726],{},". This is the normal case.",[719,3402,3403,3406],{},[144,3404,3405],{},"Manual"," — added by a manager, for a missed punch",[719,3408,3409,3412],{},[144,3410,3411],{},"Auto"," — filled in automatically for a scheduled shift with no punch",[203,3414,3416],{"id":3415},"states","States",[157,3418,3419,3429],{},[160,3420,3421],{},[163,3422,3423,3426],{},[166,3424,3425],{},"State",[166,3427,3428],{},"Meaning",[173,3430,3431,3441,3451,3461,3471],{},[163,3432,3433,3438],{},[178,3434,3435],{},[144,3436,3437],{},"Clocked in",[178,3439,3440],{},"Live, still running",[163,3442,3443,3448],{},[178,3444,3445],{},[144,3446,3447],{},"Clocked out",[178,3449,3450],{},"Finished, not yet reviewed",[163,3452,3453,3458],{},[178,3454,3455],{},[144,3456,3457],{},"Edited",[178,3459,3460],{},"Adjusted by a manager after the fact",[163,3462,3463,3468],{},[178,3464,3465],{},[144,3466,3467],{},"Approved",[178,3469,3470],{},"Signed off and locked for payroll",[163,3472,3473,3478],{},[178,3474,3475],{},[144,3476,3477],{},"Voided",[178,3479,3480],{},"Discarded",[135,3482,3483],{},"Click a row to open its detail drawer — clock in\u002Fout, breaks, and the raw versus paid minutes. Breaks can be paid or unpaid, and the paid-minutes figure reflects that.",[203,3485,3487],{"id":3486},"approving-a-week","Approving a week",[135,3489,3490],{},"Approve a week to lock it for payroll. Everything approved is what the payroll report is built from, so approval is the moment the hours become authoritative rather than provisional.",[135,3492,3493,3494,3497],{},"Payroll settings — pay period, rounding, break rules — sit behind ",[144,3495,3496],{},"Payroll settings"," on the same page.",[203,3499,3501],{"id":3500},"staff-view","Staff view",[135,3503,3504,3505,3508],{},"Staff can't open the team timesheet page. They see their own worked hours under ",[144,3506,3507],{},"My hours",", which reads the same records self-scoped to them.",[149,3510,3376],{"id":3511},"time-off",[135,3513,3514],{},[144,3515,3516],{},"Operations → Time off",[135,3518,3519],{},"Anyone can request time off. Managers and admins approve or deny, with an optional note back to the requester.",[135,3521,3522],{},"The page shows four figures for the year:",[716,3524,3525,3531,3536,3542],{},[719,3526,3527,3530],{},[144,3528,3529],{},"Allotted"," — days available",[719,3532,3533,3535],{},[144,3534,3467],{}," — booked",[719,3537,3538,3541],{},[144,3539,3540],{},"Pending"," — awaiting review",[719,3543,3544,3547],{},[144,3545,3546],{},"Remaining"," — still available",[317,3549,3550],{},[135,3551,3552],{},"Only paid vacation counts against the balance. Sick days, personal days, unpaid leave and other types are tracked separately, so a run of sick days doesn't quietly eat someone's holiday.",[135,3554,3555],{},"When you review a request, Owneli tells you who else is already off in that window — the thing you actually need to know before approving.",[135,3557,3558],{},"Approving blocks those dates on the calendar automatically. A pending-approval count shows on the sidebar so requests don't sit unseen.",[203,3560,3562],{"id":3561},"configuring-it","Configuring it",[135,3564,3565,3568],{},[144,3566,3567],{},"Settings → Time off & notifications"," sets which days count as working days (default Monday to Friday), which request types staff can pick, and who receives time-off request emails. Leave the approver list empty to notify every admin and owner.",[149,3570,2983],{"id":2982},[716,3572,3573,3579,3585],{},[719,3574,3575,3578],{},[144,3576,3577],{},"Growth → Reports → Working hours"," — scheduled versus worked",[719,3580,3581,3584],{},[144,3582,3583],{},"Growth → Reports → Payroll & commission"," — the pay run, hours with tips",[719,3586,3587,3590],{},[144,3588,3589],{},"Growth → Reports → Wages"," — labour cost against revenue",{"title":363,"searchDepth":22,"depth":22,"links":3592},[3593,3596,3597,3603,3606],{"id":3300,"depth":22,"text":3301,"children":3594},[3595],{"id":3318,"depth":32,"text":3319},{"id":3329,"depth":22,"text":3330},{"id":3380,"depth":22,"text":3294,"children":3598},[3599,3600,3601,3602],{"id":3388,"depth":32,"text":3389},{"id":3415,"depth":32,"text":3416},{"id":3486,"depth":32,"text":3487},{"id":3500,"depth":32,"text":3501},{"id":3511,"depth":22,"text":3376,"children":3604},[3605],{"id":3561,"depth":32,"text":3562},{"id":2982,"depth":22,"text":2983},"Set the weekly template, override a single week, approve worked hours for payroll, and handle holiday requests.","i-lucide-calendar-clock",[],{},"\u002Fhelp\u002Fteam\u002Fshifts-timesheets-and-time-off",[1805,3613],"\u002Fhelp\u002Fsettings\u002Froles-and-permissions",{"title":3244,"description":3607},"help\u002Fteam\u002Fshifts-timesheets-and-time-off","fnqDFo33exT5C29WcudFuQDiKxl_Mo-F28TvSTdhZsk",{"id":3618,"title":3619,"audience":7,"body":3620,"category":83,"description":4168,"draft":387,"extension":388,"icon":10,"keywords":4169,"meta":4176,"navigation":398,"order":4177,"path":4178,"related":4179,"seo":4180,"stem":4181,"updatedAt":403,"__hash__":4182},"help\u002Fhelp\u002Fgrowth\u002Fwhich-report-answers-my-question.md","Which report answers my question?",{"type":132,"value":3621,"toc":4156},[3622,3628,3632,3724,3734,3738,3866,3870,3947,3951,4069,4073,4128,4130,4134,4137,4141,4144,4148],[135,3623,3624,3625,3627],{},"Start from your question, not the report name. Several reports sound alike — Sales summary vs Payments summary, Liability summary vs Liability activity — and this page says plainly which one holds your number. All of them live in ",[144,3626,1818],{},", searchable and favoritable.",[149,3629,3631],{"id":3630},"how-much-did-we-sell-sales-and-revenue","\"How much did we sell?\" — sales and revenue",[157,3633,3634,3643],{},[160,3635,3636],{},[163,3637,3638,3640],{},[166,3639,2019],{},[166,3641,3642],{},"Report",[173,3644,3645,3655,3670,3684,3694,3704,3714],{},[163,3646,3647,3650],{},[178,3648,3649],{},"What did we sell, net of discounts and refunds?",[178,3651,3652],{},[144,3653,3654],{},"Sales summary",[163,3656,3657,3660],{},[178,3658,3659],{},"Every completed sale, one row each?",[178,3661,3662,3665,3666,3669],{},[144,3663,3664],{},"Sales list"," (line-item drill: ",[144,3667,3668],{},"Sales log (detailed)",")",[163,3671,3672,3675],{},[178,3673,3674],{},"What money actually arrived, by tender, after fees?",[178,3676,3677,3680,3681,3669],{},[144,3678,3679],{},"Payments summary"," (row-level: ",[144,3682,3683],{},"Payment transactions",[163,3685,3686,3689],{},[178,3687,3688],{},"Day-by-day performance dashboard?",[178,3690,3691],{},[144,3692,3693],{},"Revenue overview",[163,3695,3696,3699],{},[178,3697,3698],{},"What did refunds and voids cost us?",[178,3700,3701],{},[144,3702,3703],{},"Refunds & voids",[163,3705,3706,3709],{},[178,3707,3708],{},"What did discounting cost us?",[178,3710,3711],{},[144,3712,3713],{},"Discount summary",[163,3715,3716,3719],{},[178,3717,3718],{},"Which channel or booking source drives sales?",[178,3720,3721],{},[144,3722,3723],{},"Channel & booking source",[135,3725,3726,3729,3730,212],{},[144,3727,3728],{},"Sales ≠ payments."," A sale records what was sold; a payment records money moving. A deposit paid last week for today's service makes the two reports differ by design — see ",[221,3731,3733],{"href":3732},"\u002Fhelp\u002Fgrowth\u002Funderstand-the-finance-reports","Understand the finance reports",[149,3735,3737],{"id":3736},"what-do-we-owe-and-whats-in-the-bank-finance","\"What do we owe, and what's in the bank?\" — finance",[157,3739,3740,3748],{},[160,3741,3742],{},[163,3743,3744,3746],{},[166,3745,2019],{},[166,3747,3642],{},[173,3749,3750,3760,3770,3780,3790,3800,3810,3820,3834,3843,3853],{},[163,3751,3752,3755],{},[178,3753,3754],{},"Period rollup of revenue, refunds, fees, liability movement?",[178,3756,3757],{},[144,3758,3759],{},"Finance summary",[163,3761,3762,3765],{},[178,3763,3764],{},"What do we still owe customers (gift cards, packages)?",[178,3766,3767],{},[144,3768,3769],{},"Liability summary",[163,3771,3772,3775],{},[178,3773,3774],{},"Which transactions moved that liability?",[178,3776,3777],{},[144,3778,3779],{},"Liability activity",[163,3781,3782,3785],{},[178,3783,3784],{},"Recurring revenue, churn, prepaid liability?",[178,3786,3787],{},[144,3788,3789],{},"Deferred revenue & MRR",[163,3791,3792,3795],{},[178,3793,3794],{},"Deposits taken for appointments not yet delivered?",[178,3796,3797],{},[144,3798,3799],{},"Prepayment list",[163,3801,3802,3805],{},[178,3803,3804],{},"Cash\u002Fcard inflow vs refunds and fees, bank-statement style?",[178,3806,3807],{},[144,3808,3809],{},"Cash flow statement",[163,3811,3812,3815],{},[178,3813,3814],{},"When does Stripe pay us out?",[178,3816,3817],{},[144,3818,3819],{},"Payouts",[163,3821,3822,3825],{},[178,3823,3824],{},"Tax collected for filing?",[178,3826,3827,3830,3831,3669],{},[144,3828,3829],{},"Taxes summary"," (line detail: ",[144,3832,3833],{},"Taxes list",[163,3835,3836,3839],{},[178,3837,3838],{},"Did the drawer balance?",[178,3840,3841],{},[144,3842,2048],{},[163,3844,3845,3848],{},[178,3846,3847],{},"Cancellation and no-show fee income?",[178,3849,3850],{},[144,3851,3852],{},"Cancellation & no-show fees",[163,3854,3855,3858],{},[178,3856,3857],{},"Surcharge and service-charge income?",[178,3859,3860,1295,3863],{},[144,3861,3862],{},"Surcharges collected",[144,3864,3865],{},"Service charges",[149,3867,3869],{"id":3868},"how-is-the-team-doing-staff-and-payroll","\"How is the team doing?\" — staff and payroll",[157,3871,3872,3880],{},[160,3873,3874],{},[163,3875,3876,3878],{},[166,3877,2019],{},[166,3879,3642],{},[173,3881,3882,3897,3907,3917,3927,3937],{},[163,3883,3884,3887],{},[178,3885,3886],{},"Hours, tips, commission, total payable per person?",[178,3888,3889,3892,3893],{},[144,3890,3891],{},"Payroll & commission"," — see ",[221,3894,3896],{"href":3895},"\u002Fhelp\u002Fteam\u002Fprepare-payroll-for-your-accountant","Prepare payroll for your accountant",[163,3898,3899,3902],{},[178,3900,3901],{},"Per-line commission with the rule math?",[178,3903,3904],{},[144,3905,3906],{},"Commission statement",[163,3908,3909,3912],{},[178,3910,3911],{},"Scheduled vs worked hours?",[178,3913,3914],{},[144,3915,3916],{},"Working hours",[163,3918,3919,3922],{},[178,3920,3921],{},"Labour cost from rates × hours?",[178,3923,3924],{},[144,3925,3926],{},"Wages",[163,3928,3929,3932],{},[178,3930,3931],{},"Who earned which tips?",[178,3933,3934],{},[144,3935,3936],{},"Tips",[163,3938,3939,3942],{},[178,3940,3941],{},"Utilisation and productivity per provider?",[178,3943,3944],{},[144,3945,3946],{},"Staff productivity",[149,3948,3950],{"id":3949},"what-about-clients-and-appointments","\"What about clients and appointments?\"",[157,3952,3953,3961],{},[160,3954,3955],{},[163,3956,3957,3959],{},[166,3958,2019],{},[166,3960,3642],{},[173,3962,3963,3981,3991,4001,4014,4027,4037,4053],{},[163,3964,3965,3967],{},[178,3966,2069],{},[178,3968,3969,1295,3972,1295,3975,1295,3978],{},[144,3970,3971],{},"Retention overview",[144,3973,3974],{},"New vs returning clients",[144,3976,3977],{},"Rebook conversion",[144,3979,3980],{},"Service rebook interval",[163,3982,3983,3986],{},[178,3984,3985],{},"What's a client worth over time?",[178,3987,3988],{},[144,3989,3990],{},"Client lifetime value",[163,3992,3993,3996],{},[178,3994,3995],{},"Cancellations and no-shows?",[178,3997,3998],{},[144,3999,4000],{},"Cancellations & no-shows",[163,4002,4003,4006],{},[178,4004,4005],{},"Booked vs delivered appointments?",[178,4007,4008,1272,4011],{},[144,4009,4010],{},"Appointments summary",[144,4012,4013],{},"Appointments list",[163,4015,4016,4019],{},[178,4017,4018],{},"Empty chair time?",[178,4020,4021,1295,4024],{},[144,4022,4023],{},"Calendar gap analysis",[144,4025,4026],{},"Peak hours",[163,4028,4029,4032],{},[178,4030,4031],{},"Are forms getting completed?",[178,4033,4034],{},[144,4035,4036],{},"Form completion funnel",[163,4038,4039,4042],{},[178,4040,4041],{},"Memberships: health, revenue, who's lapsing?",[178,4043,4044,1295,4046,1295,4048,1295,4050],{},[144,4045,2990],{},[144,4047,2996],{},[144,4049,2608],{},[144,4051,4052],{},"Expiring soon",[163,4054,4055,4058],{},[178,4056,4057],{},"Loyalty and referrals paying off?",[178,4059,4060,1295,4063,1295,4066],{},[144,4061,4062],{},"Loyalty dashboard",[144,4064,4065],{},"Loyalty redemption ROI",[144,4067,4068],{},"Referral program",[149,4070,4072],{"id":4071},"wheres-my-stock-inventory","\"Where's my stock?\" — inventory",[157,4074,4075,4083],{},[160,4076,4077],{},[163,4078,4079,4081],{},[166,4080,2019],{},[166,4082,3642],{},[173,4084,4085,4095,4105,4115],{},[163,4086,4087,4090],{},[178,4088,4089],{},"What's on the shelf right now?",[178,4091,4092],{},[144,4093,4094],{},"Stock on hand",[163,4096,4097,4100],{},[178,4098,4099],{},"Every movement, and why?",[178,4101,4102],{},[144,4103,4104],{},"Stock movement log",[163,4106,4107,4110],{},[178,4108,4109],{},"What's on order from vendors?",[178,4111,4112],{},[144,4113,4114],{},"Ordered stock",[163,4116,4117,4120],{},[178,4118,4119],{},"What does sold product cost us?",[178,4121,4122,1295,4125],{},[144,4123,4124],{},"Cost of goods",[144,4126,4127],{},"Inventory turnover",[149,4129,325],{"id":324},[203,4131,4133],{"id":4132},"sales-summary-and-payments-summary-disagree-which-is-wrong","Sales summary and Payments summary disagree — which is wrong?",[135,4135,4136],{},"Neither. Sales counts what was sold in the period; Payments counts money received in the period. Deposits, pay-later, and gift-card redemptions all legitimately split the two.",[203,4138,4140],{"id":4139},"i-cant-find-a-report-by-name","I can't find a report by name",[135,4142,4143],{},"Use the search box on the reports index — it matches descriptions too, so searching \"tips\" or \"churn\" finds the right page even if you don't know its title.",[203,4145,4147],{"id":4146},"can-i-build-a-report-that-isnt-listed","Can I build a report that isn't listed?",[135,4149,4150,4151,4155],{},"Yes — the ",[221,4152,4154],{"href":4153},"\u002Fhelp\u002Fgrowth\u002Fbuild-a-custom-report","report builder"," groups your sales data by the dimension you choose and saves the view.",{"title":363,"searchDepth":22,"depth":22,"links":4157},[4158,4159,4160,4161,4162,4163],{"id":3630,"depth":22,"text":3631},{"id":3736,"depth":22,"text":3737},{"id":3868,"depth":22,"text":3869},{"id":3949,"depth":22,"text":3950},{"id":4071,"depth":22,"text":4072},{"id":324,"depth":22,"text":325,"children":4164},[4165,4166,4167],{"id":4132,"depth":32,"text":4133},{"id":4139,"depth":32,"text":4140},{"id":4146,"depth":32,"text":4147},"A directory of Owneli's 60+ reports grouped by the question you're asking — sales, money, team, clients, appointments, and stock.",[4170,4171,4172,4173,4174,4175],"which report to use","workroom reports list","sales vs payments report","find the right report","report directory","reports explained",{},12,"\u002Fhelp\u002Fgrowth\u002Fwhich-report-answers-my-question",[2106,3732,4153],{"title":3619,"description":4168},"help\u002Fgrowth\u002Fwhich-report-answers-my-question","ZVHbvhnD8heLgd4AZW-pzVRHz3KcM2XCrPgWNGyXJck",{"id":4184,"title":4185,"audience":7,"body":4186,"category":83,"description":4336,"draft":387,"extension":388,"icon":4337,"keywords":4338,"meta":4344,"navigation":398,"order":4345,"path":4346,"related":4347,"seo":4348,"stem":4349,"updatedAt":403,"__hash__":4350},"help\u002Fhelp\u002Fgrowth\u002Fexport-a-report.md","Export a report to CSV, Excel, or PDF",{"type":132,"value":4187,"toc":4323},[4188,4194,4198,4230,4234,4277,4288,4293,4298,4300,4304,4307,4311,4316,4320],[135,4189,4190,4191,4193],{},"Every report page has an ",[144,4192,1926],{}," menu next to its controls with three export formats. What you export is exactly what you're looking at — the current date range, filters, and sort — never a hidden superset.",[149,4195,4197],{"id":4196},"how-do-i-download-a-report","How do I download a report?",[200,4199,4200,4204,4207,4211,4217,4221],{},[203,4201,4203],{"id":4202},"set-up-the-view-first","Set up the view first",[135,4205,4206],{},"Pick the date range, location scope, and any filters. The export mirrors the on-screen table, totals row included.",[203,4208,4210],{"id":4209},"open-options","Open Options",[135,4212,4213,4214,4216],{},"Click ",[144,4215,1926],{}," at the top of the report (on a phone it collapses to an icon button).",[203,4218,4220],{"id":4219},"pick-a-format","Pick a format",[135,4222,4223,1295,4225,270,4227,4229],{},[144,4224,1948],{},[144,4226,1958],{},[144,4228,1971],{},". CSV downloads instantly; Excel and PDF are rendered server-side and take a moment — the menu shows a spinner while they build.",[149,4231,4233],{"id":4232},"which-format-when","Which format when?",[157,4235,4236,4245],{},[160,4237,4238],{},[163,4239,4240,4243],{},[166,4241,4242],{},"Format",[166,4244,624],{},[173,4246,4247,4257,4267],{},[163,4248,4249,4254],{},[178,4250,4251],{},[144,4252,4253],{},"CSV",[178,4255,4256],{},"Feeding another system — payroll software, a spreadsheet pipeline, your accountant's import. Plain data, no styling",[163,4258,4259,4264],{},[178,4260,4261],{},[144,4262,4263],{},"Excel (.xlsx)",[178,4265,4266],{},"A human working in a spreadsheet: typed columns and formatting survive",[163,4268,4269,4274],{},[178,4270,4271],{},[144,4272,4273],{},"PDF",[178,4275,4276],{},"Sharing a finished, uneditable snapshot — end-of-month pack, a figure for the owner",[135,4278,4279,4280,4283,4284,4287],{},"The same menu also carries ",[144,4281,4282],{},"Add to favorites"," (pins the report on your reports index) and, on the report builder, ",[144,4285,4286],{},"Duplicate"," for saved views.",[276,4289,4290],{},[135,4291,4292],{},"Money exports as plain decimal numbers, so spreadsheet formulas work on them directly — no currency-symbol stripping needed.",[530,4294,4295],{},[135,4296,4297],{},"Excel and PDF rendering is rate-limited (by default 20 analytics exports per hour per workspace) to keep the app responsive. If an export is refused, wait and retry rather than hammering the button.",[149,4299,325],{"id":324},[203,4301,4303],{"id":4302},"my-export-is-missing-rows-i-expected","My export is missing rows I expected",[135,4305,4306],{},"The export matches the screen. Check the date range and the location filter — a report scoped to one location exports only that location.",[203,4308,4310],{"id":4309},"can-i-schedule-a-report-to-email-itself","Can I schedule a report to email itself?",[135,4312,4313,4314,212],{},"Not from the Options menu. The one built-in emailed export is the payroll summary — see ",[221,4315,3896],{"href":3895},[203,4317,4319],{"id":4318},"why-does-csv-work-when-excelpdf-fails","Why does CSV work when Excel\u002FPDF fails?",[135,4321,4322],{},"CSV is built in your browser from the rows on screen; Excel and PDF are built on the server and are subject to the rate limit and a size cap. Very large ranges may need splitting into smaller periods.",{"title":363,"searchDepth":22,"depth":22,"links":4324},[4325,4330,4331],{"id":4196,"depth":22,"text":4197,"children":4326},[4327,4328,4329],{"id":4202,"depth":32,"text":4203},{"id":4209,"depth":32,"text":4210},{"id":4219,"depth":32,"text":4220},{"id":4232,"depth":22,"text":4233},{"id":324,"depth":22,"text":325,"children":4332},[4333,4334,4335],{"id":4302,"depth":32,"text":4303},{"id":4309,"depth":32,"text":4310},{"id":4318,"depth":32,"text":4319},"Use the Options menu on any report to download CSV instantly, or a formatted Excel or PDF file — exactly the rows and filters you see.","i-lucide-file-down",[4339,4340,4341,4342,4343],"export report csv","report to excel","report pdf download","download workroom report","export limit reached",{},14,"\u002Fhelp\u002Fgrowth\u002Fexport-a-report",[2106,4153,3895],{"title":4185,"description":4336},"help\u002Fgrowth\u002Fexport-a-report","A47gJMUY0Wcav_ETevFq9SJHyU9CNbnf1YBfbaR4JgY",{"id":4352,"title":4353,"audience":7,"body":4354,"category":43,"description":4582,"draft":387,"extension":388,"icon":4583,"keywords":4584,"meta":4591,"navigation":398,"order":4592,"path":4593,"related":4594,"seo":4596,"stem":4597,"updatedAt":1545,"__hash__":4598},"help\u002Fhelp\u002Fclients\u002Fread-a-clients-profile.md","Read a client's profile",{"type":132,"value":4355,"toc":4568},[4356,4359,4362,4366,4373,4377,4486,4490,4496,4500,4511,4516,4520,4526,4528,4532,4547,4551,4554,4558],[135,4357,4358],{},"Click a client anywhere — the directory, a booking, a search result — and the same slide-in profile panel opens over your current screen, with everything about them organised into tabs. Close it and you're back where you were, booking intact.",[149,4360,4361],{"id":1384},"What's on a client's profile?",[203,4363,4365],{"id":4364},"the-header","The header",[135,4367,4368,4369,212],{},"Name, avatar, tags, and key facts up top, with actions for editing, merging, blocking, and more. If the client is blocked, the header says so and by whom — see ",[221,4370,4372],{"href":4371},"\u002Fhelp\u002Fclients\u002Fblocked-and-flagged-clients","Blocked and flagged clients",[203,4374,4376],{"id":4375},"the-tabs","The tabs",[157,4378,4379,4387],{},[160,4380,4381],{},[163,4382,4383,4385],{},[166,4384,1397],{},[166,4386,1400],{},[173,4388,4389,4398,4406,4414,4422,4430,4438,4446,4454,4462,4470,4478],{},[163,4390,4391,4395],{},[178,4392,4393],{},[144,4394,1409],{},[178,4396,4397],{},"The snapshot: next visit, recent activity, key figures, consent on file",[163,4399,4400,4404],{},[178,4401,4402],{},[144,4403,1419],{},[178,4405,1422],{},[163,4407,4408,4412],{},[178,4409,4410],{},[144,4411,1429],{},[178,4413,1432],{},[163,4415,4416,4420],{},[178,4417,4418],{},[144,4419,1439],{},[178,4421,1442],{},[163,4423,4424,4428],{},[178,4425,4426],{},[144,4427,1449],{},[178,4429,1452],{},[163,4431,4432,4436],{},[178,4433,4434],{},[144,4435,1459],{},[178,4437,1462],{},[163,4439,4440,4444],{},[178,4441,4442],{},[144,4443,1469],{},[178,4445,1472],{},[163,4447,4448,4452],{},[178,4449,4450],{},[144,4451,1479],{},[178,4453,1482],{},[163,4455,4456,4460],{},[178,4457,4458],{},[144,4459,1489],{},[178,4461,1492],{},[163,4463,4464,4468],{},[178,4465,4466],{},[144,4467,1499],{},[178,4469,1502],{},[163,4471,4472,4476],{},[178,4473,4474],{},[144,4475,1509],{},[178,4477,1512],{},[163,4479,4480,4484],{},[178,4481,4482],{},[144,4483,1519],{},[178,4485,1522],{},[149,4487,4489],{"id":4488},"consent-on-file","Consent on file",[135,4491,4492,4493,4495],{},"The Overview surfaces whether the client has a consent on record — a signed form or an explicit consent checkbox — and its date. The consent's content lives in the submission itself, under ",[144,4494,1479],{},". Viewing consent status is treated as a clinical read and is written to the audit trail.",[149,4497,4499],{"id":4498},"when-something-is-hidden-not-empty","When something is hidden, not empty",[135,4501,4502,4503,4506,4507,212],{},"Some fields — allergies, internal notes, contact details, financial figures, photos — are each behind their own permission. If your role lacks one, the field renders as a locked \"hidden by your permissions\" placeholder, ",[144,4504,4505],{},"never"," as \"none recorded\". A profile that looks sparse to you may be full for a colleague. See ",[221,4508,4510],{"href":4509},"\u002Fhelp\u002Fclients\u002Fwhy-is-a-field-hidden","Why is a field hidden from me?",[530,4512,4513],{},[135,4514,4515],{},"Never treat a field you can't see as evidence of absence. \"No allergies shown\" and \"no allergies recorded\" are different claims — if the allergy field is masked for you, ask someone who can see it before treating.",[149,4517,4519],{"id":4518},"deep-links","Deep links",[135,4521,4522,4525],{},[139,4523,4524],{},"\u002Fclients\u002F\u003Cid>"," is a stable link to a client — paste it in a note or a board card and it opens the panel over the directory. Emails Owneli sends to staff use these links too.",[149,4527,325],{"id":324},[203,4529,4531],{"id":4530},"where-do-i-see-what-a-client-signed","Where do I see what a client signed?",[135,4533,4534,4536,4537,4541,4542,4546],{},[144,4535,1479],{}," lists completed forms and consents; open one to see the answers and signature — see ",[221,4538,4540],{"href":4539},"\u002Fhelp\u002Fclients\u002Freview-a-submitted-form","Review a submitted form",". The Overview also shows whether ",[4543,4544,4545],"em",{},"any"," consent is on file and its date.",[203,4548,4550],{"id":4549},"why-does-a-clients-profile-look-emptier-to-me-than-to-my-manager","Why does a client's profile look emptier to me than to my manager?",[135,4552,4553],{},"Contact details, clinical fields, financials, and photos are each behind their own permission. What you lack renders as a locked placeholder, not as empty data.",[203,4555,4557],{"id":4556},"how-do-i-edit-the-clients-details","How do I edit the client's details?",[135,4559,4560,4561,4564,4565,212],{},"Open the ",[144,4562,4563],{},"Details"," tab, or use the edit action in the header — it opens the same overlay used to ",[221,4566,4567],{"href":1540},"add a client",{"title":363,"searchDepth":22,"depth":22,"links":4569},[4570,4574,4575,4576,4577],{"id":1384,"depth":22,"text":4361,"children":4571},[4572,4573],{"id":4364,"depth":32,"text":4365},{"id":4375,"depth":32,"text":4376},{"id":4488,"depth":22,"text":4489},{"id":4498,"depth":22,"text":4499},{"id":4518,"depth":22,"text":4519},{"id":324,"depth":22,"text":325,"children":4578},[4579,4580,4581],{"id":4530,"depth":32,"text":4531},{"id":4549,"depth":32,"text":4550},{"id":4556,"depth":32,"text":4557},"A tour of the client profile panel — what each tab holds, where consent lives, and how to read fields hidden by your permissions.","i-lucide-user",[4585,4586,4587,4588,4589,4590],"client profile","client record tabs","client history","consent on file","allergies hidden","client wallet and loyalty",{},15,"\u002Fhelp\u002Fclients\u002Fread-a-clients-profile",[1540,4509,4595],"\u002Fhelp\u002Fclients\u002Fclient-photos",{"title":4353,"description":4582},"help\u002Fclients\u002Fread-a-clients-profile","GAaJiCCfiB75w4Da9oK8LSozfEdIDpAii12D10AcW2U",{"id":4600,"title":4601,"audience":7,"body":4602,"category":73,"description":4795,"draft":387,"extension":388,"icon":4796,"keywords":4797,"meta":4804,"navigation":398,"order":4592,"path":4805,"related":4806,"seo":4807,"stem":4808,"updatedAt":403,"__hash__":4809},"help\u002Fhelp\u002Fteam\u002Fset-working-hours-and-shift-patterns.md","Set working hours and shift patterns",{"type":132,"value":4603,"toc":4779},[4604,4613,4616,4620,4623,4663,4666,4670,4709,4713,4719,4735,4742,4744,4749,4751,4755,4762,4766,4769,4773],[135,4605,4606,4607,4609,4610,4612],{},"Working hours are what make someone appear as bookable on the calendar. Set the recurring weekly pattern on the ",[144,4608,3272],{}," tab, then handle one-off changes on ",[144,4611,3283],{}," — the per-week override grid.",[135,4614,4615],{},"You need the scheduling permission to edit either surface. It's deliberately separate from booking appointments, so you can grant \"runs the rota\" without the client calendar.",[149,4617,4619],{"id":4618},"where-do-working-hours-live","Where do working hours live?",[135,4621,4622],{},"Team scheduling is three tabs on one navigation rail:",[157,4624,4625,4634],{},[160,4626,4627],{},[163,4628,4629,4631],{},[166,4630,1397],{},[166,4632,4633],{},"What it controls",[173,4635,4636,4645,4654],{},[163,4637,4638,4642],{},[178,4639,4640],{},[144,4641,3272],{},[178,4643,4644],{},"The recurring weekly template — each person's usual days and times",[163,4646,4647,4651],{},[178,4648,4649],{},[144,4650,3283],{},[178,4652,4653],{},"Per-day overrides for one specific week, on top of the template",[163,4655,4656,4660],{},[178,4657,4658],{},[144,4659,3294],{},[178,4661,4662],{},"What was actually worked — clock-in records and payroll approval",[135,4664,4665],{},"The template is the default that repeats forever; an override changes one dated week without touching the pattern.",[149,4667,4669],{"id":4668},"set-someones-recurring-hours","Set someone's recurring hours",[200,4671,4672,4676,4685,4689,4692,4696,4702,4706],{},[203,4673,4675],{"id":4674},"open-availability","Open Availability",[135,4677,4678,4679,4681,4682,4684],{},"Go to ",[144,4680,885],{}," and pick the ",[144,4683,3272],{}," tab.",[203,4686,4688],{"id":4687},"open-the-members-week","Open the member's week",[135,4690,4691],{},"Click the person to edit their weekly pattern. For each day, choose whether they work and set the time range.",[203,4693,4695],{"id":4694},"add-a-split-range-if-needed","Add a split range if needed",[135,4697,4698,4699,4701],{},"A day can carry more than one range — for example 9:00–12:00 and 14:00–18:00 with a midday break. Use ",[144,4700,3357],{}," to fill the week from one day.",[203,4703,4705],{"id":4704},"save","Save",[135,4707,4708],{},"The pattern now repeats every week, and the calendar shows the member as bookable inside those hours.",[149,4710,4712],{"id":4711},"override-one-week-on-shifts","Override one week on Shifts",[135,4714,4715,4716,4718],{},"Use the ",[144,4717,3283],{}," grid when a specific week differs — a late start on Tuesday, extra Saturday cover, an early finish. Handy tools on the grid:",[716,4720,4721,4726,4730],{},[719,4722,4723,4725],{},[144,4724,3345],{}," — duplicate the overrides you just built",[719,4727,4728,3352],{},[144,4729,3351],{},[719,4731,4732,4734],{},[144,4733,3363],{}," — remove a date's override so the recurring template takes over again",[317,4736,4737],{},[135,4738,4739,4740,3377],{},"Approved time off and fixed-date holidays are protected: copying or pulling a week leaves those days untouched and tells you which days it skipped. Manage absence through ",[144,4741,3376],{},[149,4743,3319],{"id":3318},[135,4745,3322,4746,4748],{},[144,4747,3325],{}," (\"Full-time M–F\", \"Weekends only\") and apply it to anyone. Setting up a new starter's hours becomes two clicks.",[149,4750,325],{"id":324},[203,4752,4754],{"id":4753},"why-doesnt-my-staff-member-show-on-the-calendar","Why doesn't my staff member show on the calendar?",[135,4756,4757,4758,212],{},"No working hours is the usual cause — the day grid stays empty for them even though the account exists. Set the weekly template first, and check they also have ",[221,4759,4761],{"href":4760},"\u002Fhelp\u002Fteam\u002Fedit-a-team-members-profile-and-services","services assigned",[203,4763,4765],{"id":4764},"does-changing-the-template-affect-existing-appointments","Does changing the template affect existing appointments?",[135,4767,4768],{},"No. Hours control where new bookings can go; appointments already on the books stay where they are.",[203,4770,4772],{"id":4771},"whats-the-difference-between-the-template-and-a-shift-override","What's the difference between the template and a shift override?",[135,4774,4775,4776,4778],{},"The template repeats every week with no dates attached. An override belongs to one dated week; ",[144,4777,3363],{}," it and the template shows through again.",{"title":363,"searchDepth":22,"depth":22,"links":4780},[4781,4782,4788,4789,4790],{"id":4618,"depth":22,"text":4619},{"id":4668,"depth":22,"text":4669,"children":4783},[4784,4785,4786,4787],{"id":4674,"depth":32,"text":4675},{"id":4687,"depth":32,"text":4688},{"id":4694,"depth":32,"text":4695},{"id":4704,"depth":32,"text":4705},{"id":4711,"depth":22,"text":4712},{"id":3318,"depth":22,"text":3319},{"id":324,"depth":22,"text":325,"children":4791},[4792,4793,4794],{"id":4753,"depth":32,"text":4754},{"id":4764,"depth":32,"text":4765},{"id":4771,"depth":32,"text":4772},"Set each team member's recurring weekly hours, override a single week's shifts, and reuse saved shift templates so staff show as bookable.","i-lucide-calendar-range",[4798,4799,4800,4801,4802,4803],"set staff working hours","shift patterns","staff not bookable on calendar","weekly rota","shift templates","override shifts one week",{},"\u002Fhelp\u002Fteam\u002Fset-working-hours-and-shift-patterns",[3611,4760,912],{"title":4601,"description":4795},"help\u002Fteam\u002Fset-working-hours-and-shift-patterns","7MeQzbk98v6La7TVRmwu1HdWzS2u5jNELcgMJVHjv0g",{"id":4811,"title":3733,"audience":7,"body":4812,"category":83,"description":5084,"draft":387,"extension":388,"icon":5085,"keywords":5086,"meta":5093,"navigation":398,"order":5094,"path":3732,"related":5095,"seo":5097,"stem":5098,"updatedAt":403,"__hash__":5099},"help\u002Fhelp\u002Fgrowth\u002Funderstand-the-finance-reports.md",{"type":132,"value":4813,"toc":5070},[4814,4833,4837,4840,4866,4869,4953,4957,4964,5001,5011,5015,5030,5032,5036,5042,5046,5055,5059],[135,4815,4816,4817,4820,4821,4824,4825,4828,4829,4832],{},"Four numbers that all feel like \"how much money did we make\" are genuinely different things: ",[144,4818,4819],{},"sales"," (what you sold), ",[144,4822,4823],{},"payments"," (money that moved), ",[144,4826,4827],{},"revenue"," (value you delivered), and ",[144,4830,4831],{},"liabilities"," (value you still owe). Owneli keeps them in separate reports on purpose — collapsing them is how businesses discover a gift-card hole at year end.",[149,4834,4836],{"id":4835},"why-dont-my-sales-and-payments-match","Why don't my sales and payments match?",[135,4838,4839],{},"Because selling and getting paid are different events that often happen on different days:",[716,4841,4842,4848,4854,4860],{},[719,4843,733,4844,4847],{},[144,4845,4846],{},"deposit"," is a payment today for a sale that completes next week.",[719,4849,733,4850,4853],{},[144,4851,4852],{},"pay-later"," sale is a sale today with the payment arriving later.",[719,4855,733,4856,4859],{},[144,4857,4858],{},"gift-card redemption"," is revenue today paid with money you received months ago.",[719,4861,733,4862,4865],{},[144,4863,4864],{},"package session"," is delivered today but was sold — and paid for — up front.",[135,4867,4868],{},"Each report answers one question honestly rather than blending them:",[157,4870,4871,4883],{},[160,4872,4873],{},[163,4874,4875,4878,4880],{},[166,4876,4877],{},"Number",[166,4879,3642],{},[166,4881,4882],{},"The question",[173,4884,4885,4898,4912,4926,4939],{},[163,4886,4887,4889,4895],{},[178,4888,1449],{},[178,4890,4891,1272,4893],{},[144,4892,3654],{},[144,4894,3664],{},[178,4896,4897],{},"What did we sell this period, net of discounts and refunds?",[163,4899,4900,4903,4909],{},[178,4901,4902],{},"Payments",[178,4904,4905,1272,4907],{},[144,4906,3679],{},[144,4908,3683],{},[178,4910,4911],{},"What money arrived, by tender, minus refunds and processor fees?",[163,4913,4914,4917,4923],{},[178,4915,4916],{},"Cash position",[178,4918,4919,1295,4921],{},[144,4920,3809],{},[144,4922,3819],{},[178,4924,4925],{},"What hit the till and the bank, day by day?",[163,4927,4928,4930,4936],{},[178,4929,3014],{},[178,4931,4932,1295,4934],{},[144,4933,3769],{},[144,4935,3799],{},[178,4937,4938],{},"What have customers paid us for that we haven't delivered yet?",[163,4940,4941,4944,4950],{},[178,4942,4943],{},"Liability movement",[178,4945,4946,1295,4948],{},[144,4947,3779],{},[144,4949,3789],{},[178,4951,4952],{},"What moved those balances, and what's the trend?",[149,4954,4956],{"id":4955},"the-deferred-revenue-model","The deferred-revenue model",[135,4958,4959,4960,4963],{},"When a client pays up front — a gift card, a package, a prepaid membership period, a deposit — that cash is ",[144,4961,4962],{},"not revenue yet",". It sits as a liability until you deliver:",[200,4965,4966,4970,4979,4983,4986,4990],{},[203,4967,4969],{"id":4968},"money-arrives","Money arrives",[135,4971,4972,4973,699,4975,4978],{},"The payment shows in ",[144,4974,3679],{},[144,4976,4977],{},"Cash flow",". The liability balance rises by the same amount.",[203,4980,4982],{"id":4981},"you-deliver-the-service","You deliver the service",[135,4984,4985],{},"The redemption shows as revenue; the liability falls. Nothing new hits Payments — the money already arrived.",[203,4987,4989],{"id":4988},"the-reports-stay-honest","The reports stay honest",[135,4991,4992,4994,4995,4997,4998,5000],{},[144,4993,1449],{}," tells you trading performance, ",[144,4996,4902],{}," reconciles the bank, ",[144,4999,3769],{}," tells you what you'd owe if everyone showed up tomorrow to redeem.",[530,5002,5003],{},[135,5004,5005,5006,699,5008,5010],{},"Treating gift-card and package sales as revenue on day one overstates profit and hides a real obligation. Give your accountant ",[144,5007,3769],{},[144,5009,3789],{}," alongside the sales figures — the outstanding balance is money you owe.",[149,5012,5014],{"id":5013},"reconciling-the-bank","Reconciling the bank",[135,5016,5017,5018,5020,5021,5023,5024,5026,5027,5029],{},"To tie Owneli to a bank statement, use ",[144,5019,3679],{}," for the tender totals, ",[144,5022,3683],{}," for row-by-row matching, ",[144,5025,3809],{}," for the daily pattern, and ",[144,5028,3819],{}," for when Stripe settles card takings to your account (card money arrives in batches, not per sale).",[149,5031,325],{"id":324},[203,5033,5035],{"id":5034},"which-single-number-is-our-revenue-this-month","Which single number is \"our revenue this month\"?",[135,5037,5038,5039,5041],{},"For trading performance, ",[144,5040,3654],{}," net sales. For accounting revenue under a deferral model, sales minus new prepayments plus redemptions — the finance reports give your accountant each component rather than guessing the blend.",[203,5043,5045],{"id":5044},"where-do-refunds-show-up","Where do refunds show up?",[135,5047,5048,5049,5051,5052,5054],{},"Everywhere they truly belong: ",[144,5050,3703],{}," for the events, as negatives in ",[144,5053,3679],{}," for the money, and against the period in which the refund happened — a refund's own period owns the refund.",[203,5056,5058],{"id":5057},"why-is-there-both-a-liability-summary-and-a-liability-activity-report","Why is there both a Liability summary and a Liability activity report?",[135,5060,5061,5062,5065,5066,5069],{},"Summary is the ",[144,5063,5064],{},"balance"," (a snapshot of what's outstanding); activity is the ",[144,5067,5068],{},"movement"," (every sold\u002Fredeemed transaction in the period). Balance questions go to one, \"what changed\" questions to the other.",{"title":363,"searchDepth":22,"depth":22,"links":5071},[5072,5073,5078,5079],{"id":4835,"depth":22,"text":4836},{"id":4955,"depth":22,"text":4956,"children":5074},[5075,5076,5077],{"id":4968,"depth":32,"text":4969},{"id":4981,"depth":32,"text":4982},{"id":4988,"depth":32,"text":4989},{"id":5013,"depth":22,"text":5014},{"id":324,"depth":22,"text":325,"children":5080},[5081,5082,5083],{"id":5034,"depth":32,"text":5035},{"id":5044,"depth":32,"text":5045},{"id":5057,"depth":32,"text":5058},"Sales, payments, revenue, and liabilities are four different numbers — here's the deferred-revenue model behind Owneli's finance reports.","i-lucide-landmark",[5087,5088,5089,5090,5091,5092],"sales vs payments difference","deferred revenue explained","liability report gift cards","finance reports workroom","revenue recognition salon","reconcile bank deposits",{},16,[4178,5096,1200],"\u002Fhelp\u002Fretail\u002Fgift-card-liability-and-expiry",{"title":3733,"description":5084},"help\u002Fgrowth\u002Funderstand-the-finance-reports","h1zP9JAdHz0ggl-0IG-6AyskH_yxW-Ko7jl4z-ZhZfI",{"id":5101,"title":5102,"audience":7,"body":5103,"category":43,"description":5274,"draft":387,"extension":388,"icon":5275,"keywords":5276,"meta":5283,"navigation":398,"order":5284,"path":5285,"related":5286,"seo":5288,"stem":5289,"updatedAt":403,"__hash__":5290},"help\u002Fhelp\u002Fclients\u002Fclient-tags-and-filters.md","Client tags and filters",{"type":132,"value":5104,"toc":5259},[5105,5122,5126,5152,5156,5178,5182,5185,5205,5209,5218,5229,5231,5235,5242,5246,5249,5253],[135,5106,5107,5108,1295,5110,1295,5112,5114,5115,5117,5118,5121],{},"Tags are free-form labels on client records — ",[139,5109,1294],{},[139,5111,1298],{},[139,5113,1301],{}," — and the fastest way to apply them is in bulk from the ",[144,5116,1264],{}," directory: select rows with the checkboxes, then ",[144,5119,5120],{},"Add tag",". The same tags then drive filters, campaign audiences, and calendar highlights.",[149,5123,5125],{"id":5124},"how-do-i-tag-clients-in-bulk","How do I tag clients in bulk?",[200,5127,5128,5132,5138,5142,5145,5149],{},[203,5129,5131],{"id":5130},"select-clients","Select clients",[135,5133,5134,5135,5137],{},"Open ",[144,5136,1264],{}," and tick the checkboxes on the rows you want. Your selection survives changing the search and filters, so you can search, select, search again, and select more.",[203,5139,5141],{"id":5140},"choose-add-tag-or-remove-tag","Choose Add tag or Remove tag",[135,5143,5144],{},"From the bulk-action bar that appears with a selection.",[203,5146,5148],{"id":5147},"pick-or-type-the-tag","Pick or type the tag",[135,5150,5151],{},"Existing tags are suggested; typing a new name creates it.",[149,5153,5155],{"id":5154},"filter-the-directory","Filter the directory",[716,5157,5158,5163,5172],{},[719,5159,5160,5162],{},[144,5161,1739],{}," matches name, email, and phone (email\u002Fphone matching requires the contact-details permission).",[719,5164,5165,5168,5169,5171],{},[144,5166,5167],{},"Tag chips"," — every tag in use appears as a toggle chip; turn one or more on to narrow the list, and ",[144,5170,3363],{}," to reset.",[719,5173,5174,5177],{},[144,5175,5176],{},"Location"," — if you have more than one location, a location pill filters to clients who book at one site. Clients are business-wide, so the default is everyone.",[149,5179,5181],{"id":5180},"where-else-tags-work","Where else tags work",[135,5183,5184],{},"The same tags drive other surfaces, which is why consistent naming pays off:",[716,5186,5187,5193,5199],{},[719,5188,5189,5192],{},[144,5190,5191],{},"Campaign audiences"," — target a campaign at a tag.",[719,5194,5195,5198],{},[144,5196,5197],{},"Calendar filters"," — the calendar's client-tag filter highlights appointments for tagged clients.",[719,5200,5201,5204],{},[144,5202,5203],{},"Search results"," — tags show alongside client matches.",[149,5206,5208],{"id":5207},"export-what-you-filtered","Export what you filtered",[135,5210,5211,5213,5214,5217],{},[144,5212,1346],{}," downloads a CSV honouring the current search, tag, and location filters — so \"everyone tagged ",[139,5215,5216],{},"lapsed"," at the downtown site\" is one filter-then-export away.",[276,5219,5220],{},[135,5221,5222,5223,699,5225,5228],{},"Prune tags occasionally. Two spellings of the same idea (",[139,5224,1294],{},[139,5226,5227],{},"vip-client",") silently split every audience built on them.",[149,5230,325],{"id":324},[203,5232,5234],{"id":5233},"can-i-remove-a-tag-from-many-clients-at-once","Can I remove a tag from many clients at once?",[135,5236,5237,5238,5241],{},"Yes — select the clients and choose ",[144,5239,5240],{},"Remove tag"," from the bulk-action bar, the mirror of adding one.",[203,5243,5245],{"id":5244},"are-tags-visible-to-clients","Are tags visible to clients?",[135,5247,5248],{},"No. Tags are internal — they never appear on the portal, in emails, or on receipts.",[203,5250,5252],{"id":5251},"can-i-filter-by-more-than-one-tag","Can I filter by more than one tag?",[135,5254,5255,5256,5258],{},"Yes — toggle multiple tag chips to narrow the list, and use ",[144,5257,3363],{}," to reset. Your export follows whatever combination is active.",{"title":363,"searchDepth":22,"depth":22,"links":5260},[5261,5266,5267,5268,5269],{"id":5124,"depth":22,"text":5125,"children":5262},[5263,5264,5265],{"id":5130,"depth":32,"text":5131},{"id":5140,"depth":32,"text":5141},{"id":5147,"depth":32,"text":5148},{"id":5154,"depth":22,"text":5155},{"id":5180,"depth":22,"text":5181},{"id":5207,"depth":22,"text":5208},{"id":324,"depth":22,"text":325,"children":5270},[5271,5272,5273],{"id":5233,"depth":32,"text":5234},{"id":5244,"depth":32,"text":5245},{"id":5251,"depth":32,"text":5252},"Tag clients in bulk, filter the directory by tag and location, and reuse the same tags to build campaign audiences and calendar filters.","i-lucide-tags",[5277,5278,5279,5280,5281,5282],"client tags","segment clients","bulk tag clients","filter client list","client audience for campaign","export filtered clients",{},17,"\u002Fhelp\u002Fclients\u002Fclient-tags-and-filters",[1540,5287],"\u002Fhelp\u002Fgrowth\u002Fcampaigns",{"title":5102,"description":5274},"help\u002Fclients\u002Fclient-tags-and-filters","dmaK_KUivOz82YOx_ftO3f0uzGptz9rS-YakYs3-UxQ",{"id":5292,"title":5293,"audience":7,"body":5294,"category":83,"description":5488,"draft":387,"extension":388,"icon":5489,"keywords":5490,"meta":5496,"navigation":398,"order":5497,"path":4153,"related":5498,"seo":5499,"stem":5500,"updatedAt":403,"__hash__":5501},"help\u002Fhelp\u002Fgrowth\u002Fbuild-a-custom-report.md","Build a custom report",{"type":132,"value":5295,"toc":5474},[5296,5306,5313,5317,5383,5387,5437,5446,5448,5452,5458,5462,5465,5469],[135,5297,1923,5298,5301,5302,5305],{},[144,5299,5300],{},"Report builder"," answers the questions the fixed reports don't: pick a date range and a ",[144,5303,5304],{},"Group by"," dimension, and it rolls your sales data up that way — with a table, totals, a chart, and the same CSV\u002FExcel\u002FPDF exports as every other report. Views you like can be saved, shared with the whole workspace, and duplicated.",[135,5307,5308,5309,5312],{},"It lives at ",[144,5310,5311],{},"Growth → Reports → Report builder"," and needs the same reports access as the rest of the suite.",[149,5314,5316],{"id":5315},"how-do-i-build-a-custom-sales-report","How do I build a custom sales report?",[200,5318,5319,5323,5326,5330,5361,5365,5368,5372],{},[203,5320,5322],{"id":5321},"open-the-builder-and-set-the-range","Open the builder and set the range",[135,5324,5325],{},"The date-range picker works like every report — presets or a custom range.",[203,5327,5329],{"id":5328},"pick-a-group-by-dimension","Pick a Group by dimension",[135,5331,5332,5333,1295,5336,1295,5339,1295,5342,1295,5345,1295,5348,1295,5351,1295,5354,270,5357,5360],{},"One of: ",[144,5334,5335],{},"month",[144,5337,5338],{},"week",[144,5340,5341],{},"day",[144,5343,5344],{},"location",[144,5346,5347],{},"staff",[144,5349,5350],{},"service",[144,5352,5353],{},"category",[144,5355,5356],{},"kind",[144,5358,5359],{},"payment method",". The table re-rolls immediately.",[203,5362,5364],{"id":5363},"read-the-result","Read the result",[135,5366,5367],{},"Columns adapt to the dimension — revenue with discounts, tax, and tips for sale-level groupings; item counts and quantity for item-level ones; payment counts and amounts when grouping by payment method. A totals row anchors the bottom, and a bar chart shows revenue by group.",[203,5369,5371],{"id":5370},"save-it-as-a-view","Save it as a view",[135,5373,5374,5375,5378,5379,5382],{},"Type a name, optionally tick ",[144,5376,5377],{},"share with the workspace",", and click ",[144,5380,5381],{},"Save view",". The view appears as a pill you can re-apply in one click, and its URL is bookmarkable.",[149,5384,5386],{"id":5385},"saved-views","Saved views",[157,5388,5389,5398],{},[160,5390,5391],{},[163,5392,5393,5395],{},[166,5394,1936],{},[166,5396,5397],{},"How",[173,5399,5400,5408,5416,5427],{},[163,5401,5402,5405],{},[178,5403,5404],{},"Apply",[178,5406,5407],{},"Click the view's pill — the builder loads its configuration",[163,5409,5410,5413],{},[178,5411,5412],{},"Share",[178,5414,5415],{},"Tick the share option when saving; shared views show for everyone with reports access",[163,5417,5418,5420],{},[178,5419,4286],{},[178,5421,5422,5423,5426],{},"With a view applied, ",[144,5424,5425],{},"Options → Duplicate"," copies it as your own starting point",[163,5428,5429,5431],{},[178,5430,1329],{},[178,5432,1923,5433,5436],{},[144,5434,5435],{},"✕"," on a pill — only on views you own",[276,5438,5439],{},[135,5440,5441,5442,5445],{},"Favorite the builder itself (",[144,5443,5444],{},"Options → Add to favorites",") or bookmark a view's URL — a saved view deep-links, so \"Revenue by staff, last 30 days\" can live on someone's browser toolbar.",[149,5447,325],{"id":324},[203,5449,5451],{"id":5450},"can-i-combine-two-dimensions-like-staff-by-month","Can I combine two dimensions, like staff by month?",[135,5453,5454,5455,5457],{},"Not in one table — the builder groups by a single dimension. Run it grouped by staff for the month you care about, or export the ",[221,5456,3664],{"href":4178}," and pivot in a spreadsheet.",[203,5459,5461],{"id":5460},"whose-data-does-a-shared-view-show","Whose data does a shared view show?",[135,5463,5464],{},"The configuration is shared, not a snapshot — everyone who applies it sees live data through their own location scope and permissions.",[203,5466,5468],{"id":5467},"what-data-source-does-it-use","What data source does it use?",[135,5470,5471,5472,212],{},"Sales (completed carts). For payments, appointments, or stock questions, use the dedicated report for that domain — see ",[221,5473,3619],{"href":4178},{"title":363,"searchDepth":22,"depth":22,"links":5475},[5476,5482,5483],{"id":5315,"depth":22,"text":5316,"children":5477},[5478,5479,5480,5481],{"id":5321,"depth":32,"text":5322},{"id":5328,"depth":32,"text":5329},{"id":5363,"depth":32,"text":5364},{"id":5370,"depth":32,"text":5371},{"id":5385,"depth":22,"text":5386},{"id":324,"depth":22,"text":325,"children":5484},[5485,5486,5487],{"id":5450,"depth":32,"text":5451},{"id":5460,"depth":32,"text":5461},{"id":5467,"depth":32,"text":5468},"Group your sales data by month, staff, service, location and more in the report builder, then save and share the view with your team.","i-lucide-table-2",[5491,5492,5493,5494,5495],"custom report builder","group sales by staff","saved report views","report by service category","share report with team",{},18,[2106,4346,4178],{"title":5293,"description":5488},"help\u002Fgrowth\u002Fbuild-a-custom-report","qA8xtz3qlzqeyttvLbOGPlmtO4gc0IfO1lkGdC0eP5c",{"id":5503,"title":5504,"audience":7,"body":5505,"category":103,"description":5679,"draft":387,"extension":388,"icon":5680,"keywords":5681,"meta":5688,"navigation":398,"order":113,"path":283,"related":5689,"seo":5690,"stem":5691,"updatedAt":403,"__hash__":5692},"help\u002Fhelp\u002Faccount\u002Faccept-an-invitation.md","Accept an invitation to join a business",{"type":132,"value":5506,"toc":5663},[5507,5514,5518,5521,5525,5561,5570,5574,5577,5622,5626,5629,5631,5635,5638,5642,5648,5652],[135,5508,5509,5510,5513],{},"Click the link in your invitation email, set a password, verify your phone with a 6-digit code, and you're in. If you already have a Owneli account with that email, it's a one-click ",[144,5511,5512],{},"Accept invitation"," instead.",[149,5515,5517],{"id":5516},"how-do-i-accept-a-owneli-invitation","How do I accept a Owneli invitation?",[135,5519,5520],{},"The link opens the acceptance page, showing the business you're joining and the role you were invited as. Your email address is fixed — it's the one the invitation was sent to.",[203,5522,5524],{"id":5523},"if-youre-new-to-owneli","If you're new to Owneli",[200,5526,5527,5531,5534,5538,5544,5548,5554,5558],{},[203,5528,5530],{"id":5529},"open-the-invitation-link","Open the invitation link",[135,5532,5533],{},"Check the business name and role shown at the top.",[203,5535,5537],{"id":5536},"fill-in-your-details","Fill in your details",[135,5539,5540,5541,212],{},"Enter your name, your mobile number, and a password of at least 8 characters, then press ",[144,5542,5543],{},"Continue",[203,5545,5547],{"id":5546},"verify-your-phone","Verify your phone",[135,5549,5550,5551,212],{},"A 6-digit code is texted to you. Type it in and press ",[144,5552,5553],{},"Verify & accept",[203,5555,5557],{"id":5556},"youre-in","You're in",[135,5559,5560],{},"You're signed in automatically and taken to onboarding. If auto sign-in doesn't complete, sign in from the login page with your new password.",[276,5562,5563],{},[135,5564,5565,5566,5569],{},"Number can't receive texts — a landline, or a carrier hiccup? Use the ",[144,5567,5568],{},"email me the code instead"," option that appears; the code goes to the same mailbox the invitation arrived in.",[203,5571,5573],{"id":5572},"if-you-already-have-a-owneli-account","If you already have a Owneli account",[135,5575,5576],{},"One login can belong to several businesses.",[157,5578,5579,5589],{},[160,5580,5581],{},[163,5582,5583,5586],{},[166,5584,5585],{},"Your situation",[166,5587,5588],{},"What you'll see",[173,5590,5591,5602,5614],{},[163,5592,5593,5596],{},[178,5594,5595],{},"Signed in as the invited email",[178,5597,5598,5599,5601],{},"A one-click ",[144,5600,5512],{}," — no new password, no phone step",[163,5603,5604,5607],{},[178,5605,5606],{},"Signed in as a different email",[178,5608,5609,5610,5613],{},"A notice that the invite belongs to another mailbox, with ",[144,5611,5612],{},"Sign out"," to switch",[163,5615,5616,5619],{},[178,5617,5618],{},"Signed out, but the account exists",[178,5620,5621],{},"Sign in first, then click the invitation link again",[149,5623,5625],{"id":5624},"what-if-the-invitation-link-doesnt-work","What if the invitation link doesn't work?",[135,5627,5628],{},"Invitations expire. If the page says the invitation is invalid or expired, ask the admin who invited you to send a fresh one — the old link can't be revived.",[149,5630,325],{"id":324},[203,5632,5634],{"id":5633},"can-i-change-the-email-address-on-the-invitation","Can I change the email address on the invitation?",[135,5636,5637],{},"No — the invitation is bound to the mailbox it was sent to. If it went to the wrong address, ask the admin to cancel it and invite the right one.",[203,5639,5641],{"id":5640},"what-role-will-i-have","What role will I have?",[135,5643,5644,5645,212],{},"The invitation shows it — owner, admin, manager, or staff. What each can do is capability-based; see ",[221,5646,5647],{"href":3613},"Roles and permissions",[203,5649,5651],{"id":5650},"what-should-i-do-first-after-joining","What should I do first after joining?",[135,5653,5654,5655,5658,5659,5662],{},"Take the ",[221,5656,5657],{"href":1802},"welcome tour",", and ",[221,5660,5661],{"href":223},"turn on two-factor authentication"," — some businesses require it.",{"title":363,"searchDepth":22,"depth":22,"links":5664},[5665,5673,5674],{"id":5516,"depth":22,"text":5517,"children":5666},[5667,5668,5669,5670,5671,5672],{"id":5523,"depth":32,"text":5524},{"id":5529,"depth":32,"text":5530},{"id":5536,"depth":32,"text":5537},{"id":5546,"depth":32,"text":5547},{"id":5556,"depth":32,"text":5557},{"id":5572,"depth":32,"text":5573},{"id":5624,"depth":22,"text":5625},{"id":324,"depth":22,"text":325,"children":5675},[5676,5677,5678],{"id":5633,"depth":32,"text":5634},{"id":5640,"depth":32,"text":5641},{"id":5650,"depth":32,"text":5651},"How to accept a Owneli team invitation — set your password, verify your phone, join with an existing account, and fix an expired invite link.","i-lucide-mail-plus",[5682,5683,5684,5685,5686,5687],"accept invitation","join my team","invite link expired","create staff account","invitation email not working","join a second business",{},[399,223,1802],{"title":5504,"description":5679},"help\u002Faccount\u002Faccept-an-invitation","vZSxsef8fs9VAQvMv1dVdiltabV8dmEOObJIx8oPNGU",{"id":5694,"title":5695,"audience":109,"body":5696,"category":114,"description":5794,"draft":387,"extension":388,"icon":40,"keywords":5795,"meta":5801,"navigation":398,"order":113,"path":5802,"related":5803,"seo":5804,"stem":5805,"updatedAt":403,"__hash__":5806},"help\u002Fhelp\u002Fbook-online\u002Fbook-for-a-group.md","How do I book for a group or party?",{"type":132,"value":5697,"toc":5779},[5698,5701,5705,5740,5744,5751,5756,5758,5762,5765,5769,5772,5776],[135,5699,5700],{},"If your venue offers group bookings, its booking page has a group option: pick each guest's services, add their names, and the page finds times when the whole party — up to 8 guests — can be seated together.",[149,5702,5704],{"id":5703},"how-do-i-book-a-group","How do I book a group?",[200,5706,5707,5711,5714,5718,5721,5725,5728,5732,5735,5737],{},[203,5708,5710],{"id":5709},"pick-each-guests-services","Pick each guest's services",[135,5712,5713],{},"Choose guest by guest — everyone can have something different.",[203,5715,5717],{"id":5716},"fill-in-the-guest-list","Fill in the guest list",[135,5719,5720],{},"Name the party if you like, then add each guest's name and contact details.",[203,5722,5724],{"id":5723},"find-a-time","Find a time",[135,5726,5727],{},"Pick a date; the page searches for times when the whole party fits, showing which professional would take each guest.",[203,5729,5731],{"id":5730},"confirm-and-pay-if-asked","Confirm — and pay, if asked",[135,5733,5734],{},"Review the whole party. If the venue takes a deposit for groups, you (the organiser) pay it here, entering the card yourself.",[203,5736,468],{"id":467},[135,5738,5739],{},"You get one confirmation with a single link for the whole party.",[149,5741,5743],{"id":5742},"how-do-i-manage-the-party-afterwards","How do I manage the party afterwards?",[135,5745,5746,5747,5750],{},"The party link shows every guest's appointment — time, service, professional, and status. From it, the organiser can ",[144,5748,5749],{},"cancel the whole party"," (you'll confirm first). To change just one guest, contact the venue.",[530,5752,5753],{},[135,5754,5755],{},"Cancelling the party cancels every guest's appointment at once and can't be undone. Any deposit is handled under the venue's cancellation terms.",[149,5757,325],{"id":324},[203,5759,5761],{"id":5760},"can-guests-have-different-services","Can guests have different services?",[135,5763,5764],{},"Yes — each guest picks their own, and the time search accounts for all of them.",[203,5766,5768],{"id":5767},"can-one-guest-cancel-without-cancelling-the-party","Can one guest cancel without cancelling the party?",[135,5770,5771],{},"Not from the party link — it acts on the whole group. Ask the venue to change a single guest.",[203,5773,5775],{"id":5774},"who-pays-the-deposit","Who pays the deposit?",[135,5777,5778],{},"The organiser, at booking. How it's split among friends afterwards is up to you.",{"title":363,"searchDepth":22,"depth":22,"links":5780},[5781,5788,5789],{"id":5703,"depth":22,"text":5704,"children":5782},[5783,5784,5785,5786,5787],{"id":5709,"depth":32,"text":5710},{"id":5716,"depth":32,"text":5717},{"id":5723,"depth":32,"text":5724},{"id":5730,"depth":32,"text":5731},{"id":467,"depth":32,"text":468},{"id":5742,"depth":22,"text":5743},{"id":324,"depth":22,"text":325,"children":5790},[5791,5792,5793],{"id":5760,"depth":32,"text":5761},{"id":5767,"depth":32,"text":5768},{"id":5774,"depth":32,"text":5775},"Book up to 8 people in one go — build the guest list, find a time that seats everyone together, and manage the whole party from one single link.",[5796,5797,5798,5799,5800],"group booking salon","book a party spa","book for several people","bridal party booking","cancel group booking",{},"\u002Fhelp\u002Fbook-online\u002Fbook-for-a-group",[590,518],{"title":5695,"description":5794},"help\u002Fbook-online\u002Fbook-for-a-group","L8qGne88_iYXOcMEIOn5r0AVSPGgZwWTiB7vWNca7-U",{"id":5808,"title":5809,"audience":7,"body":5810,"category":23,"description":5986,"draft":387,"extension":388,"icon":581,"keywords":5987,"meta":5988,"navigation":398,"order":113,"path":914,"related":5989,"seo":5990,"stem":5991,"updatedAt":1545,"__hash__":5992},"help\u002Fhelp\u002Fcalendar\u002Fbook-an-appointment.md","Book an appointment",{"type":132,"value":5811,"toc":5971},[5812,5815,5819,5837,5841,5919,5923,5926,5937,5941,5944,5948,5959,5963,5966],[135,5813,5814],{},"Bookings are made in one panel that slides in from the right. You can open it from anywhere in the app, so you never have to navigate to the calendar first just to take a booking over the phone.",[149,5816,5818],{"id":5817},"open-the-booking-panel","Open the booking panel",[716,5820,5821,5824,5830],{},[719,5822,5823],{},"Click an empty slot on the calendar — the date, time, and team member are pre-filled from where you clicked",[719,5825,266,5826,5829],{},[144,5827,5828],{},"Add → New appointment"," in the calendar toolbar",[719,5831,5832,5833,1272,5835,3669],{},"Use the search palette (",[139,5834,1271],{},[139,5836,1275],{},[149,5838,5840],{"id":5839},"build-the-booking","Build the booking",[200,5842,5843,5847,5854,5857,5861,5864,5867,5871,5874,5877,5879,5886,5889,5893,5912,5916],{},[203,5844,5846],{"id":5845},"pick-the-client","Pick the client",[135,5848,5849,5850,5853],{},"Search by name, email, or phone. If they're new, ",[144,5851,5852],{},"New client"," opens the add-client overlay without losing your booking — you come straight back with them attached.",[135,5855,5856],{},"Once a client is attached you'll see a snapshot beside the form: their upcoming visits, what they usually book, and any tags. Recent services appear as one-tap cards, so rebooking a regular is a single click.",[203,5858,5860],{"id":5859},"choose-services","Choose services",[135,5862,5863],{},"Pick one or more. Each service you add extends the visit and stacks in the summary with its own duration and price.",[135,5865,5866],{},"Where a service has pricing options or variants, choose one — the duration and price follow the option, not the base service. If the client holds a membership that discounts this service, the member price is shown.",[203,5868,5870],{"id":5869},"assign-a-provider","Assign a provider",[135,5872,5873],{},"Each service can go to a different team member, so a visit that starts with one person and finishes with another books as one appointment rather than two.",[135,5875,5876],{},"Only staff who are bookable and have working hours that day appear.",[203,5878,436],{"id":435},[135,5880,5881,5882,5885],{},"Open slots for the selected date are offered. If the day is full, ",[144,5883,5884],{},"Find next available"," jumps to the next date that fits.",[135,5887,5888],{},"You can still book outside working hours — the panel warns you that the slot is off-hours and lets you book anyway. That's how you take the 7am regular who arrives before the doors open.",[203,5890,5892],{"id":5891},"add-anything-else","Add anything else",[716,5894,5895,5900,5906],{},[719,5896,5897,5899],{},[144,5898,3103],{}," — if the service needs a room or a machine, it's reserved with the booking. Equipment already taken at that time is shown as busy.",[719,5901,5902,5905],{},[144,5903,5904],{},"Internal note"," — visible to staff only, never to the client.",[719,5907,5908,5911],{},[144,5909,5910],{},"Repeat"," — weekly, every two weeks, every four weeks, or monthly, for a set number of occurrences. Owneli books the whole series at once and tells you if any occurrence had to be skipped because of a clash.",[203,5913,5915],{"id":5914},"book-it","Book it",[135,5917,5918],{},"The footer shows the full visit — total duration, total price, and any deposit due. Confirm and the block appears on the grid.",[149,5920,5922],{"id":5921},"payment-terms-for-this-booking","Payment terms for this booking",[135,5924,5925],{},"If your business requires a card on file or a deposit, the panel shows what applies and what's due. You can override it for this one booking — no card, card on file, or deposit — without changing your business-wide policy.",[530,5927,5928],{},[135,5929,5930,5931,5934,5935,212],{},"Overriding down to \"no card\" for a booking waives the deposit ",[144,5932,5933],{},"and"," the ability to charge that client a late-cancellation or no-show fee later. Fees can only be collected where a card was captured. See ",[221,5936,3141],{"href":3140},[149,5938,5940],{"id":5939},"double-bookings","Double bookings",[135,5942,5943],{},"By default an overlapping booking is refused. If your business has overlapping bookings enabled, the booking succeeds and you get a notice naming the appointment it stacked on, so a deliberate double-book never looks like an accident.",[149,5945,5947],{"id":5946},"group-bookings","Group bookings",[135,5949,5950,5951,5954,5955,5958],{},"To book several guests into one visit, use ",[144,5952,5953],{},"Add → Group appointment"," in the calendar toolbar, or ",[144,5956,5957],{},"Group appointment"," from the empty-slot menu. Each guest gets their own service and provider, and they move, check in, and check out together.",[149,5960,5962],{"id":5961},"after-the-appointment-is-booked","After the appointment is booked",[135,5964,5965],{},"The block on the grid is the appointment's home. Clicking it opens the detail panel where you check the client in, add services, take payment, reschedule, or cancel.",[276,5967,5968],{},[135,5969,5970],{},"Confirmation emails and reminders go out automatically based on your automation settings — you don't send them by hand.",{"title":363,"searchDepth":22,"depth":22,"links":5972},[5973,5974,5982,5983,5984,5985],{"id":5817,"depth":22,"text":5818},{"id":5839,"depth":22,"text":5840,"children":5975},[5976,5977,5978,5979,5980,5981],{"id":5845,"depth":32,"text":5846},{"id":5859,"depth":32,"text":5860},{"id":5869,"depth":32,"text":5870},{"id":435,"depth":32,"text":436},{"id":5891,"depth":32,"text":5892},{"id":5914,"depth":32,"text":5915},{"id":5921,"depth":22,"text":5922},{"id":5939,"depth":22,"text":5940},{"id":5946,"depth":22,"text":5947},{"id":5961,"depth":22,"text":5962},"Build a booking from the calendar — client, services, provider, time — plus repeats, resources, and per-booking payment terms.",[],{},[912,915,3140],{"title":5809,"description":5986},"help\u002Fcalendar\u002Fbook-an-appointment","ooMBrRZqK4Rsj4YDfn_1kEncmLcAVprsjqqyf0yW8_w",{"id":5994,"title":5995,"audience":7,"body":5996,"category":33,"description":6196,"draft":387,"extension":388,"icon":6197,"keywords":6198,"meta":6199,"navigation":398,"order":113,"path":1199,"related":6200,"seo":6201,"stem":6202,"updatedAt":918,"__hash__":6203},"help\u002Fhelp\u002Fcheckout\u002Ftips.md","Tips and tip splits",{"type":132,"value":5997,"toc":6186},[5998,6004,6008,6013,6065,6070,6074,6081,6107,6111,6118,6124,6128,6134,6146,6150,6156,6160,6163,6167,6181],[135,5999,6000,6001,6003],{},"Tipping is the middle step of checkout: ",[144,6002,930],{},". The client is offered the option; nothing is ever added on their behalf.",[149,6005,6007],{"id":6006},"configure-the-prompt","Configure the prompt",[135,6009,6010],{},[144,6011,6012],{},"Settings → Payments → Tips",[157,6014,6015,6023],{},[160,6016,6017],{},[163,6018,6019,6021],{},[166,6020,2805],{},[166,6022,494],{},[173,6024,6025,6035,6045,6055],{},[163,6026,6027,6032],{},[178,6028,6029],{},[144,6030,6031],{},"Allow tips",[178,6033,6034],{},"Shows the tip step at checkout. It only offers the choice — it never adds a charge.",[163,6036,6037,6042],{},[178,6038,6039],{},[144,6040,6041],{},"Suggested amounts",[178,6043,6044],{},"The percentages offered as quick buttons. Add, edit or remove them. None is pre-selected, and the client can always type a custom amount or leave nothing.",[163,6046,6047,6052],{},[178,6048,6049],{},[144,6050,6051],{},"Suggested amount is based on",[178,6053,6054],{},"Subtotal before tax, or total after tax. This only changes the arithmetic behind the suggestions.",[163,6056,6057,6062],{},[178,6058,6059],{},[144,6060,6061],{},"Include retail products",[178,6063,6064],{},"Whether products count toward the suggested amount, or only services do.",[317,6066,6067],{},[135,6068,6069],{},"There is no automatic, default or mandatory tip anywhere in Owneli. Turning tips on shows the option; the client decides.",[149,6071,6073],{"id":6072},"splitting-between-providers","Splitting between providers",[135,6075,6076,6077,6080],{},"When more than one team member worked the visit, the tip has to be divided. Pick the default under ",[144,6078,6079],{},"Default split between providers",":",[716,6082,6083,6089,6095,6101],{},[719,6084,6085,6088],{},[144,6086,6087],{},"By effort (time)"," — proportional to the scheduled minutes each provider worked. Longer effort earns a larger share regardless of service price. This is the recommended default.",[719,6090,6091,6094],{},[144,6092,6093],{},"By service value"," — proportional to the price of the services each provider performed.",[719,6096,6097,6100],{},[144,6098,6099],{},"Equal"," — split evenly between everyone on the visit.",[719,6102,6103,6106],{},[144,6104,6105],{},"Primary provider only"," — the whole tip goes to the appointment's main provider.",[203,6108,6110],{"id":6109},"adjusting-the-split-at-the-till","Adjusting the split at the till",[135,6112,6113,6114,6117],{},"On an appointment sale with more than one provider, the cashier can open ",[144,6115,6116],{},"Split tip between providers"," and move the amounts by hand. The panel shows each provider, the minutes they worked, and how much is still unassigned — you can only save a split that balances to the full tip.",[135,6119,6120,6121,6123],{},"An edited split is saved before the payment closes the sale, so your override wins over the automatic allocation. If saving the split fails for any reason it does ",[144,6122,1181],{}," block the sale — the automatic split runs as a safety net.",[149,6125,6127],{"id":6126},"sales-with-no-provider","Sales with no provider",[135,6129,6130,6131,6080],{},"A retail-only or walk-in sale isn't linked to a provider. Choose who earns those tips under ",[144,6132,6133],{},"Tips with no service provider",[716,6135,6136,6141],{},[719,6137,6138],{},[144,6139,6140],{},"The cashier who rang the sale",[719,6142,6143],{},[144,6144,6145],{},"A shared house \u002F unassigned pool",[149,6147,6149],{"id":6148},"tipping-out-support-staff","Tipping out support staff",[135,6151,6152,6155],{},[144,6153,6154],{},"Tip out to support staff"," redirects a percentage of each provider's tip into a shared support pool. It re-divides money the client already left; it never adds a charge to the sale.",[149,6157,6159],{"id":6158},"tips-and-credit-tenders","Tips and credit tenders",[135,6161,6162],{},"Package, membership and membership-balance tenders cover the bill, not the gratuity. When a visit is fully redeemed against one of those, the tip stays as its own line and is settled by a following card or cash tender — so a client on a package can still tip.",[149,6164,6166],{"id":6165},"where-the-money-shows-up","Where the money shows up",[716,6168,6169,6175],{},[719,6170,6171,6174],{},[144,6172,6173],{},"Growth → Reports → Tips"," — tips by provider and by period, split cash versus card",[719,6176,6177,6180],{},[144,6178,6179],{},"Growth → Reports → Payroll"," — tips alongside hours for the pay run",[276,6182,6183],{},[135,6184,6185],{},"Cash tips are usually already in the provider's pocket at the drawer; card tips are typically owed in the payroll run. The payroll report separates the two so you don't pay a cash tip twice.",{"title":363,"searchDepth":22,"depth":22,"links":6187},[6188,6189,6192,6193,6194,6195],{"id":6006,"depth":22,"text":6007},{"id":6072,"depth":22,"text":6073,"children":6190},[6191],{"id":6109,"depth":32,"text":6110},{"id":6126,"depth":22,"text":6127},{"id":6148,"depth":22,"text":6149},{"id":6158,"depth":22,"text":6159},{"id":6165,"depth":22,"text":6166},"How the tip prompt is configured, how a tip is divided between providers, and where the money shows up afterwards.","i-lucide-hand-coins",[],{},[1197,3611],{"title":5995,"description":6196},"help\u002Fcheckout\u002Ftips","6oZfnJEMbDq5vi1XUOZ-PLbOQkHE7QJ3qMadaewMiH0",{"id":6205,"title":3123,"audience":7,"body":6206,"category":43,"description":6467,"draft":387,"extension":388,"icon":6468,"keywords":6469,"meta":6470,"navigation":398,"order":113,"path":1542,"related":6471,"seo":6472,"stem":6473,"updatedAt":918,"__hash__":6474},"help\u002Fhelp\u002Fclients\u002Fsend-forms-and-consents.md",{"type":132,"value":6207,"toc":6452},[6208,6211,6215,6220,6223,6226,6245,6248,6253,6256,6265,6298,6301,6305,6311,6392,6395,6398,6402,6408,6417,6421,6427,6431,6437,6444,6446],[135,6209,6210],{},"Forms cover intake questionnaires, medical history, consent, and post-treatment sign-off. You build a template once and send it as many times as you need.",[149,6212,6214],{"id":6213},"build-a-form","Build a form",[135,6216,6217],{},[144,6218,6219],{},"Clients → Forms → New form",[135,6221,6222],{},"Add fields, group them into sections, and mark the ones that are required. Start from a blank form or one of the starter templates.",[135,6224,6225],{},"Per-form settings worth knowing:",[716,6227,6228,6233,6239],{},[719,6229,6230,6232],{},[144,6231,2142],{}," — how the form is grouped in the list and in a client's documents",[719,6234,6235,6238],{},[144,6236,6237],{},"Signature"," — whether a signature is captured at the end",[719,6240,6241,6244],{},[144,6242,6243],{},"Expiry"," — a default number of days a sent link stays live",[135,6246,6247],{},"Each template has version history, so you can see what changed and when. A form already sent to a client keeps the version they were sent — editing a template never rewrites a completed submission.",[276,6249,6250],{},[135,6251,6252],{},"Archive a form you no longer send instead of deleting it. Deleting orphans the submissions that reference it.",[149,6254,1317],{"id":6255},"send-a-form",[135,6257,6258,6261,6262,6264],{},[144,6259,6260],{},"Clients → Submissions → Send",", or from a client's profile, or from the ",[144,6263,1756],{}," button in the top bar.",[200,6266,6267,6271,6274,6278,6281,6285,6288,6292,6295],{},[203,6268,6270],{"id":6269},"pick-the-form","Pick the form",[135,6272,6273],{},"The active templates you're allowed to send.",[203,6275,6277],{"id":6276},"pick-who-gets-it","Pick who gets it",[135,6279,6280],{},"One client, several selected from the directory, or everyone carrying a particular tag. If the person isn't in the directory yet you can add them inline without leaving the send screen.",[203,6282,6284],{"id":6283},"set-the-expiry","Set the expiry",[135,6286,6287],{},"Default seven days, adjustable. The screen tells you the exact date the link will stop working.",[203,6289,6291],{"id":6290},"choose-the-email","Choose the email",[135,6293,6294],{},"An email notification goes with the form by default, using one of your email templates. You can turn it off and share the link some other way.",[203,6296,1756],{"id":6297},"send",[135,6299,6300],{},"Each recipient gets their own private link. Nobody can see anybody else's answers, and the link carries no login.",[149,6302,6304],{"id":6303},"track-a-submission","Track a submission",[135,6306,6307,6310],{},[144,6308,6309],{},"Clients → Submissions"," lists everything sent. Each one moves through these states:",[157,6312,6313,6321],{},[160,6314,6315],{},[163,6316,6317,6319],{},[166,6318,756],{},[166,6320,3428],{},[173,6322,6323,6333,6343,6353,6363,6372,6382],{},[163,6324,6325,6330],{},[178,6326,6327],{},[144,6328,6329],{},"Draft",[178,6331,6332],{},"Created but not sent",[163,6334,6335,6340],{},[178,6336,6337],{},[144,6338,6339],{},"Sent",[178,6341,6342],{},"Delivered, not yet opened",[163,6344,6345,6350],{},[178,6346,6347],{},[144,6348,6349],{},"Viewed",[178,6351,6352],{},"The client opened the link",[163,6354,6355,6360],{},[178,6356,6357],{},[144,6358,6359],{},"In progress",[178,6361,6362],{},"They started answering",[163,6364,6365,6369],{},[178,6366,6367],{},[144,6368,782],{},[178,6370,6371],{},"Submitted, and signed if the form asked for a signature",[163,6373,6374,6379],{},[178,6375,6376],{},[144,6377,6378],{},"Expired",[178,6380,6381],{},"The link passed its expiry unanswered",[163,6383,6384,6389],{},[178,6385,6386],{},[144,6387,6388],{},"Archived",[178,6390,6391],{},"Filed away",[135,6393,6394],{},"The list flags forms that were sent more than 72 hours ago and never opened, so a stalled intake gets chased instead of forgotten.",[135,6396,6397],{},"You can resend, extend, or cancel outstanding forms in bulk from the list.",[149,6399,6401],{"id":6400},"attach-forms-to-a-service","Attach forms to a service",[135,6403,6404,6405,6407],{},"A service can require a form. Set it on the service under its ",[144,6406,3117],{}," tab, and the form is offered — or required — as part of that booking.",[530,6409,6410],{},[135,6411,6412,6413,6416],{},"If a service requires a signed clinical form and it isn't signed, ",[144,6414,6415],{},"checkout is blocked"," for that sale. The message names the form. Send and complete it, then settle.",[149,6418,6420],{"id":6419},"filling-a-form-in-the-clinic","Filling a form in the clinic",[135,6422,6423,6426],{},[144,6424,6425],{},"Kiosk"," turns a tablet at the front desk into a self-serve station: the client picks their form, fills it in, signs, and hands the tablet back. The kiosk is PIN-protected so a client can't wander into the rest of the app, and it locks out after repeated wrong PINs.",[149,6428,6430],{"id":6429},"reading-the-answers","Reading the answers",[135,6432,6433,6434,6436],{},"Completed submissions appear on the client's ",[144,6435,1479],{}," tab and in the submission list. Open one to read the answers, see the signature, and download a PDF.",[530,6438,6439],{},[135,6440,6441,6442,212],{},"Health information in forms is treated as sensitive. Access to submissions and clinical charts is permission-gated separately from the rest of the client record — see ",[221,6443,5647],{"href":3613},[149,6445,2983],{"id":2982},[135,6447,6448,6451],{},[144,6449,6450],{},"Growth → Reports → Forms funnel"," shows how many forms you send, how many are opened, and how many come back completed.",{"title":363,"searchDepth":22,"depth":22,"links":6453},[6454,6455,6462,6463,6464,6465,6466],{"id":6213,"depth":22,"text":6214},{"id":6255,"depth":22,"text":1317,"children":6456},[6457,6458,6459,6460,6461],{"id":6269,"depth":32,"text":6270},{"id":6276,"depth":32,"text":6277},{"id":6283,"depth":32,"text":6284},{"id":6290,"depth":32,"text":6291},{"id":6297,"depth":32,"text":1756},{"id":6303,"depth":22,"text":6304},{"id":6400,"depth":22,"text":6401},{"id":6419,"depth":22,"text":6420},{"id":6429,"depth":22,"text":6430},{"id":2982,"depth":22,"text":2983},"Build a form once, send it to one client or many, and track it from sent to signed.","i-lucide-clipboard-list",[],{},[1540,3237],{"title":3123,"description":6467},"help\u002Fclients\u002Fsend-forms-and-consents","kCCJiIwJL-96ku8HcLpziqgSEyQj2_pub0mDXJiA1f4",{"id":6476,"title":6477,"audience":7,"body":6478,"category":13,"description":6642,"draft":387,"extension":388,"icon":6643,"keywords":6644,"meta":6645,"navigation":398,"order":113,"path":1804,"related":6646,"seo":6647,"stem":6648,"updatedAt":1545,"__hash__":6649},"help\u002Fhelp\u002Fgetting-started\u002Fset-up-your-workspace.md","Set up your workspace",{"type":132,"value":6479,"toc":6624},[6480,6490,6493,6497,6501,6507,6511,6517,6521,6526,6530,6535,6539,6544,6548,6553,6557,6561,6569,6573,6582,6586,6592,6596,6602,6606,6612,6617,6621],[135,6481,6482,6483,6486,6487,6489],{},"A new business sees a ",[144,6484,6485],{},"Setup"," card at the top of ",[144,6488,726],{},". It isn't a wizard — it reads your actual data and ticks itself off as you go. You can work the list in any order, dismiss the card and bring it back later, and it will still be right.",[135,6491,6492],{},"Six items are required. The rest are optional and don't hold the progress bar back.",[149,6494,6496],{"id":6495},"required","Required",[203,6498,6500],{"id":6499},"set-your-brand-colour-and-logo","Set your brand colour and logo",[135,6502,6503,6506],{},[144,6504,6505],{},"Settings → Organization details"," · Your colour and logo are used on outbound emails, the public booking page, and receipts. Do this first — everything a client sees inherits from it.",[203,6508,6510],{"id":6509},"add-your-first-location","Add your first location",[135,6512,6513,6516],{},[144,6514,6515],{},"Settings → Locations"," · A location is where you operate: address, timezone, opening hours, contact details. Public booking will not work at all until at least one location exists, because the public URL is location-first.",[203,6518,6520],{"id":6519},"add-at-least-one-service","Add at least one service",[135,6522,6523,6525],{},[144,6524,3059],{}," · A service is what you offer, how long it takes, and what it costs. Nothing can be booked or sold until one exists.",[203,6527,6529],{"id":6528},"set-staff-working-hours","Set staff working hours",[135,6531,6532,6534],{},[144,6533,885],{}," · Without hours, nobody appears as bookable on the calendar — the day grid will be empty even though staff exist. Set a weekly template per person; you can override individual days later.",[203,6536,6538],{"id":6537},"add-your-first-client","Add your first client",[135,6540,6541,6543],{},[144,6542,1264],{}," · Add one by hand, or import your existing list.",[203,6545,6547],{"id":6546},"invite-your-team","Invite your team",[135,6549,6550,6552],{},[144,6551,1638],{}," · Each person you invite gets their own calendar, timesheet, and reports. If you're a one-person business this item is marked optional automatically and won't block you.",[149,6554,6556],{"id":6555},"optional","Optional",[203,6558,6560],{"id":6559},"import-your-existing-data","Import your existing data",[135,6562,6563,6566,6567,212],{},[144,6564,6565],{},"Settings → Import data"," · Bring clients, services, products, memberships, waitlist and stock over from Fresha or another system. Everything is mapped column-by-column, de-duplicated, and reversible in one click. See ",[221,6568,1381],{"href":1380},[203,6570,6572],{"id":6571},"turn-on-public-booking","Turn on public booking",[135,6574,6575,6578,6579,6581],{},[144,6576,6577],{},"Settings → Booking → Online booking"," · Lets clients self-book at your public venue page. This one only counts as done when you can actually take a booking — you need a location, a service, ",[144,6580,5933],{}," staff hours. Turning the toggle on without those three does nothing useful.",[203,6583,6585],{"id":6584},"connect-payments","Connect payments",[135,6587,6588,6591],{},[144,6589,6590],{},"Settings → Payment processor"," · Connect Stripe to take card payments, collect deposits, and bill memberships automatically. Until this is connected you can still record cash, cheque, and external-terminal card payments — you just can't charge a card from inside Owneli.",[203,6593,6595],{"id":6594},"set-your-tax-rate","Set your tax rate",[135,6597,6598,6601],{},[144,6599,6600],{},"Settings → Tax rates"," · So checkout and receipts charge the right tax on every sale. You can define named rates and apply per-service overrides.",[203,6603,6605],{"id":6604},"stock-the-retail-shelf","Stock the retail shelf",[135,6607,6608,6611],{},[144,6609,6610],{},"Retail → Products"," · Only relevant if you sell physical products at checkout.",[530,6613,6614],{},[135,6615,6616],{},"Order matters more than the checklist implies. Services before staff hours, staff hours before public booking, and payments before you rely on deposits or membership auto-billing.",[149,6618,6620],{"id":6619},"when-youre-done","When you're done",[135,6622,6623],{},"The card disappears on its own once every required item is ticked. You can dismiss it earlier — the dismissal is per business, so hiding it for one business doesn't hide it for another you own.",{"title":363,"searchDepth":22,"depth":22,"links":6625},[6626,6634,6641],{"id":6495,"depth":22,"text":6496,"children":6627},[6628,6629,6630,6631,6632,6633],{"id":6499,"depth":32,"text":6500},{"id":6509,"depth":32,"text":6510},{"id":6519,"depth":32,"text":6520},{"id":6528,"depth":32,"text":6529},{"id":6537,"depth":32,"text":6538},{"id":6546,"depth":32,"text":6547},{"id":6555,"depth":22,"text":6556,"children":6635},[6636,6637,6638,6639,6640],{"id":6559,"depth":32,"text":6560},{"id":6571,"depth":32,"text":6572},{"id":6584,"depth":32,"text":6585},{"id":6594,"depth":32,"text":6595},{"id":6604,"depth":32,"text":6605},{"id":6619,"depth":22,"text":6620},"The setup checklist on Today, item by item — what each one unlocks and which ones you can skip.","i-lucide-list-checks",[],{},[1802,3237,1380],{"title":6477,"description":6642},"help\u002Fgetting-started\u002Fset-up-your-workspace","iv2TlDvYO_s36I2mB9d1MLmAViWlv3tg_P9FuhBye-A",{"id":6651,"title":6652,"audience":7,"body":6653,"category":83,"description":6920,"draft":387,"extension":388,"icon":6921,"keywords":6922,"meta":6923,"navigation":398,"order":113,"path":6924,"related":6925,"seo":6927,"stem":6928,"updatedAt":918,"__hash__":6929},"help\u002Fhelp\u002Fgrowth\u002Freviews.md","Collecting and managing reviews",{"type":132,"value":6654,"toc":6909},[6655,6660,6663,6667,6670,6673,6677,6680,6684,6699,6701,6725,6734,6738,6779,6790,6794,6799,6806,6864,6878,6883,6887,6893,6895],[135,6656,6657],{},[144,6658,6659],{},"Growth → Reviews",[135,6661,6662],{},"Reviews are collected automatically — a request goes out 24 hours after each appointment. You don't chase them by hand.",[149,6664,6666],{"id":6665},"what-the-client-sees","What the client sees",[135,6668,6669],{},"The request link opens a short public page: an overall star rating, a would-you-recommend question, and an optional comment. No sign-in, no account.",[135,6671,6672],{},"Once they submit, that's it — the link shows their submitted review rather than letting them rewrite it.",[149,6674,6676],{"id":6675},"turning-collection-on","Turning collection on",[135,6678,6679],{},"If your reviews page is empty, review requests aren't enabled yet. Enable them in settings and they start going out automatically after each appointment. Nothing is sent retroactively.",[149,6681,6683],{"id":6682},"the-reviews-page","The reviews page",[135,6685,6686,6687,6690,6691,6694,6695,6698],{},"Three figures across the top: your ",[144,6688,6689],{},"average"," out of 5, the ",[144,6692,6693],{},"total"," number of reviews, and the ",[144,6696,6697],{},"distribution"," across the five star ratings. The distribution is the more useful one — an average of 4.6 made of mostly 5s with a few 1s is a different business from a steady wall of 4s and 5s.",[203,6700,819],{"id":818},[716,6702,6703,6708,6714,6720],{},[719,6704,6705,6707],{},[144,6706,756],{}," — Submitted, Pending, Flagged",[719,6709,6710,6713],{},[144,6711,6712],{},"Rating"," — 1+ through 5-only",[719,6715,6716,6719],{},[144,6717,6718],{},"Sort"," — most recent, highest, lowest",[719,6721,6722,6724],{},[144,6723,5176],{}," — per site, or all locations",[276,6726,6727],{},[135,6728,6729,6730,6733],{},"Sort by ",[144,6731,6732],{},"lowest rating"," once a week. That list is your operational to-do; the five-star list is just morale.",[203,6735,6737],{"id":6736},"statuses","Statuses",[157,6739,6740,6748],{},[160,6741,6742],{},[163,6743,6744,6746],{},[166,6745,756],{},[166,6747,3428],{},[173,6749,6750,6759,6769],{},[163,6751,6752,6756],{},[178,6753,6754],{},[144,6755,3540],{},[178,6757,6758],{},"Requested, not yet answered",[163,6760,6761,6766],{},[178,6762,6763],{},[144,6764,6765],{},"Submitted",[178,6767,6768],{},"The client answered",[163,6770,6771,6776],{},[178,6772,6773],{},[144,6774,6775],{},"Flagged",[178,6777,6778],{},"Marked for attention",[135,6780,6781,6782,6785,6786,6789],{},"A review left without a name shows as ",[144,6783,6784],{},"Anonymous",", and one left without a comment shows as ",[144,6787,6788],{},"No comment"," — a bare rating is still a data point.",[149,6791,6793],{"id":6792},"google-rating-boost","Google Rating Boost",[135,6795,6796],{},[144,6797,6798],{},"Settings → Add-ons → Google Rating Boost",[135,6800,6801,6802,6805],{},"When a client submits a ",[144,6803,6804],{},"high"," rating on your own review request, this automatically emails them a one-tap link to post that review on Google.",[157,6807,6808,6816],{},[160,6809,6810],{},[163,6811,6812,6814],{},[166,6813,2805],{},[166,6815,494],{},[173,6817,6818,6828,6841,6854],{},[163,6819,6820,6825],{},[178,6821,6822],{},[144,6823,6824],{},"Enable",[178,6826,6827],{},"Turns the follow-up on",[163,6829,6830,6835],{},[178,6831,6832],{},[144,6833,6834],{},"Invite clients who rate",[178,6836,6837,6838,6840],{},"The threshold — 3+, 4+, or 5 only. Reviews below it are ",[144,6839,4505],{}," asked to post on Google.",[163,6842,6843,6848],{},[178,6844,6845],{},[144,6846,6847],{},"Default Google review link",[178,6849,6850,6851,212],{},"Used for any location without its own. Find it in your Google Business Profile under ",[4543,6852,6853],{},"Ask for reviews",[163,6855,6856,6861],{},[178,6857,6858],{},[144,6859,6860],{},"Per-location links",[178,6862,6863],{},"Each location can have its own, or fall back to the default",[135,6865,6866,6867,6870,6871,6874,6875,212],{},"The add-on shows its own status: ",[144,6868,6869],{},"Available"," (off), ",[144,6872,6873],{},"Needs setup"," (on but no link configured), or ",[144,6876,6877],{},"Active",[530,6879,6880],{},[135,6881,6882],{},"Review-gating rules vary by platform and by jurisdiction, and Google's own policies on soliciting reviews change. Only inviting happy clients to post publicly is a deliberate choice with compliance implications — check it against the current policies that apply to you before switching it on.",[149,6884,6886],{"id":6885},"responding","Responding",[135,6888,6889,6890,6892],{},"Reviews are visible on the client's profile under their ",[144,6891,1519],{}," tab, so the person who next sees them knows what was said. Reviews access is its own permission — a role can read reviews without being an admin, and staff-tier roles are scoped to their own by default.",[149,6894,2983],{"id":2982},[716,6896,6897,6903],{},[719,6898,6899,6902],{},[144,6900,6901],{},"Growth → Reports → Reviews list"," — every review, filterable and exportable",[719,6904,6905,6908],{},[144,6906,6907],{},"Growth → Reports → Review rating trend"," — whether your average is moving, and in which direction",{"title":363,"searchDepth":22,"depth":22,"links":6910},[6911,6912,6913,6917,6918,6919],{"id":6665,"depth":22,"text":6666},{"id":6675,"depth":22,"text":6676},{"id":6682,"depth":22,"text":6683,"children":6914},[6915,6916],{"id":818,"depth":32,"text":819},{"id":6736,"depth":32,"text":6737},{"id":6792,"depth":22,"text":6793},{"id":6885,"depth":22,"text":6886},{"id":2982,"depth":22,"text":2983},"How review requests go out automatically, what clients see, and how the Google rating boost works.","i-lucide-star",[],{},"\u002Fhelp\u002Fgrowth\u002Freviews",[6926,2106],"\u002Fhelp\u002Fgrowth\u002Fautomations",{"title":6652,"description":6920},"help\u002Fgrowth\u002Freviews","9FSjeRy02kIFLTLQ5ogebTgmwA2OxTQH77_6VZMMppY",{"id":6931,"title":6932,"audience":7,"body":6933,"category":63,"description":7129,"draft":387,"extension":388,"icon":7130,"keywords":7131,"meta":7132,"navigation":398,"order":113,"path":2476,"related":7133,"seo":7134,"stem":7135,"updatedAt":918,"__hash__":7136},"help\u002Fhelp\u002Foperations\u002Fboards.md","Boards — plan the week",{"type":132,"value":6934,"toc":7120},[6935,6940,6943,6947,6953,6973,6987,6991,7005,7010,7014,7017,7062,7065,7070,7074,7081,7084,7099,7104,7108,7113,7117],[135,6936,6937],{},[144,6938,6939],{},"Operations → Boards",[135,6941,6942],{},"Boards are for work that isn't an appointment: the equipment check, the reorder run, the campaign that needs drafting, the room that needs deep-cleaning before Friday.",[149,6944,6946],{"id":6945},"create-a-board","Create a board",[135,6948,6949,6952],{},[144,6950,6951],{},"New board"," starts you from one of three shapes, or a blank one:",[716,6954,6955,6961,6967],{},[719,6956,6957,6960],{},[144,6958,6959],{},"Treatment room ops"," — daily clinical workflow, appointments through follow-up",[719,6962,6963,6966],{},[144,6964,6965],{},"Campaign planning"," — a marketing pipeline across ideas, drafts, scheduled, live",[719,6968,6969,6972],{},[144,6970,6971],{},"Personal todo"," — a private board only you can see",[135,6974,6975,6976,1295,6979,1295,6981,1295,6984,6986],{},"Every board starts with four columns — ",[144,6977,6978],{},"Backlog",[144,6980,6359],{},[144,6982,6983],{},"Blocked",[144,6985,468],{}," — and you can rename, recolour, reorder, add, or delete columns afterwards.",[149,6988,6990],{"id":6989},"who-can-see-a-board","Who can see a board",[716,6992,6993,6997,7001],{},[719,6994,6995,2260],{},[144,6996,2259],{},[719,6998,6999,2266],{},[144,7000,2265],{},[719,7002,7003,2272],{},[144,7004,2271],{},[317,7006,7007],{},[135,7008,7009],{},"Assignees always see cards they're on, whatever the board's visibility. Assigning someone to a card on a private board does not hide the card from them.",[149,7011,7013],{"id":7012},"cards","Cards",[135,7015,7016],{},"Drag cards between columns to move them. A card holds:",[716,7018,7019,7024,7034,7044,7050,7056],{},[719,7020,7021],{},[144,7022,7023],{},"Title and body",[719,7025,7026,7029,7030,7033],{},[144,7027,7028],{},"Assignees"," — the card then shows up on their ",[144,7031,7032],{},"My cards"," tab",[719,7035,7036,7039,7040,7043],{},[144,7037,7038],{},"Due date"," — the card shows Today, Tomorrow, In N days, or ",[144,7041,7042],{},"Overdue"," with the date",[719,7045,7046,7049],{},[144,7047,7048],{},"Linked notes"," — attach a procedure note so the SOP travels with the work",[719,7051,7052,7055],{},[144,7053,7054],{},"Attachments"," — images and PDFs, up to 10MB each. One can be set as the card's cover.",[719,7057,7058,7061],{},[144,7059,7060],{},"Comments"," — a thread on the card, editable and deletable by the author",[149,7063,7032],{"id":7064},"my-cards",[135,7066,1923,7067,7069],{},[144,7068,7032],{}," tab on the boards page collects every card you're assigned to, across every board. It's the \"what's on my plate\" view — start there rather than opening boards one at a time.",[149,7071,7073],{"id":7072},"recurring-cards","Recurring cards",[135,7075,7076,7077,7080],{},"For rituals that happen on a rhythm — weekly cleaning, monthly equipment checks, quarterly stock takes — set up a ",[144,7078,7079],{},"recurring card"," instead of remembering to create one.",[135,7082,7083],{},"Recurrences run daily, every N days, weekly on chosen days, or monthly, each at a set time. The list shows the next run and how many times it has fired.",[135,7085,7086,7087,7090,7091,7094,7095,7098],{},"You can ",[144,7088,7089],{},"pause"," a recurrence, ",[144,7092,7093],{},"activate"," it again, or ",[144,7096,7097],{},"spawn a card now"," if you want one ahead of schedule.",[530,7100,7101],{},[135,7102,7103],{},"Deleting a recurrence stops future cards. Cards it has already spawned stay where they are — deleting the rule never retroactively removes work someone may already have started.",[149,7105,7107],{"id":7106},"deleting-a-column","Deleting a column",[1334,7109,7110],{},[135,7111,7112],{},"Deleting a column deletes the cards inside it. The confirmation tells you how many cards will go. If you want to keep them, drag them into another column first.",[149,7114,7116],{"id":7115},"boards-versus-notes","Boards versus notes",[135,7118,7119],{},"A note is the reference — how the equipment check is done. A board card is the instance — this week's equipment check, assigned to Sam, due Friday. Link the note to the card and the person doing the job has the instructions in front of them.",{"title":363,"searchDepth":22,"depth":22,"links":7121},[7122,7123,7124,7125,7126,7127,7128],{"id":6945,"depth":22,"text":6946},{"id":6989,"depth":22,"text":6990},{"id":7012,"depth":22,"text":7013},{"id":7064,"depth":22,"text":7032},{"id":7072,"depth":22,"text":7073},{"id":7106,"depth":22,"text":7107},{"id":7115,"depth":22,"text":7116},"Kanban boards for who-does-what, with linked procedure notes, attachments, comments, and cards that spawn on a schedule.","i-lucide-kanban",[],{},[2474,1805],{"title":6932,"description":7129},"help\u002Foperations\u002Fboards","RAWGWrLX6yS_216N55rI_b4D2swVTYuH7ZF1w3Y5E4o",{"id":7138,"title":7139,"audience":109,"body":7140,"category":124,"description":7309,"draft":387,"extension":388,"icon":30,"keywords":7310,"meta":7311,"navigation":398,"order":113,"path":7312,"related":7313,"seo":7314,"stem":7315,"updatedAt":918,"__hash__":7316},"help\u002Fhelp\u002Fportal\u002Fpaying-and-managing-your-visit.md","Paying and managing your visit",{"type":132,"value":7141,"toc":7294},[7142,7145,7150,7154,7164,7168,7171,7175,7191,7195,7198,7201,7207,7212,7215,7219,7222,7225,7234,7238,7241,7244,7248,7254,7257,7261,7266,7270,7273,7277,7280,7284,7287,7291],[135,7143,7144],{},"Your salon or clinic may send you several different links. They look similar and do different things. Here's what each one is.",[317,7146,7147],{},[135,7148,7149],{},"None of these links need a password or an account. Each one is private to you — don't forward it, because whoever opens it can act as you.",[149,7151,7153],{"id":7152},"your-booking-link","Your booking link",[135,7155,7156,7157,7160,7161,212],{},"Sent with your booking confirmation. Opening it shows your appointment — service, time, provider, price — and lets you ",[144,7158,7159],{},"reschedule"," or ",[144,7162,7163],{},"cancel",[203,7165,7167],{"id":7166},"rescheduling","Rescheduling",[135,7169,7170],{},"Pick a new time from the openings offered. Your original booking moves; it isn't cancelled and rebooked, so your history stays in one piece.",[203,7172,7174],{"id":7173},"cancelling","Cancelling",[530,7176,7177,7184],{},[135,7178,7179,7180,7183],{},"Your salon may set a ",[144,7181,7182],{},"cancellation cutoff"," — a window before the appointment inside which you can no longer cancel or reschedule online. Inside that window the buttons stop working and you'll need to phone them.",[135,7185,7186,7187,7190],{},"Separately, they may charge a ",[144,7188,7189],{},"late-cancellation fee",". The free-cancellation window and the fee amount are shown on the booking screen and in your confirmation.",[149,7192,7194],{"id":7193},"a-payment-link","A payment link",[135,7196,7197],{},"Sent when there's a balance to settle — usually after a visit, or for a booking taken over the phone.",[135,7199,7200],{},"It opens a branded page showing the full breakdown: each line, any discount, service charges, tax, and the total. You enter your card there and pay.",[135,7202,7203,7204,7206],{},"You may be offered the chance to add a ",[144,7205,276],{}," before paying. It's always optional, and you can enter your own amount or leave nothing.",[317,7208,7209],{},[135,7210,7211],{},"Your salon never sees or types your card number. You enter it yourself on the payment page, which is handled by the payment processor.",[135,7213,7214],{},"Payment links expire. If yours has, ask them to send a fresh one.",[149,7216,7218],{"id":7217},"a-card-on-file-request","A card-on-file request",[135,7220,7221],{},"Some salons ask for a card on file before a booking — as security against no-shows rather than to charge you now.",[135,7223,7224],{},"The link opens a short page where you add a card. It's stored with the payment processor, not with the salon.",[530,7226,7227],{},[135,7228,7229,7230,7233],{},"A card on file means the salon ",[144,7231,7232],{},"can"," charge you under the terms they disclosed — typically a late-cancellation or no-show fee. Those terms are shown on the booking screen before you confirm. Read them; that's the moment to ask questions.",[149,7235,7237],{"id":7236},"a-deposit-at-booking","A deposit at booking",[135,7239,7240],{},"If your salon takes deposits, you'll pay it as part of confirming the booking. The amount is shown before you pay.",[135,7242,7243],{},"If you later cancel, what happens to the deposit depends on their policy and on when you cancel — it may be refunded, or kept against a late-cancellation charge. Either way it's recorded, and you should be able to see it on your receipt or by asking them.",[149,7245,7247],{"id":7246},"managing-saved-cards","Managing saved cards",[135,7249,7250,7251,7253],{},"If your salon runs the client portal, sign in and open ",[144,7252,1499],{},". There you can see the cards saved for membership billing, add one, choose a default, or remove one.",[135,7255,7256],{},"Removing a card detaches it at the payment processor, so it genuinely can no longer be charged.",[149,7258,7260],{"id":7259},"gift-card-balances","Gift card balances",[135,7262,7263,7264,212],{},"A gift card link shows the current balance without any sign-in. If you hold an account, your cards also appear in your ",[144,7265,1499],{},[149,7267,7269],{"id":7268},"a-form-or-consent-link","A form or consent link",[135,7271,7272],{},"A private link to a questionnaire or consent form. Fill it in and sign on your phone. Only your salon sees your answers.",[149,7274,7276],{"id":7275},"a-review-request","A review request",[135,7278,7279],{},"Sent about a day after your visit. A star rating, a would-you-recommend question, and an optional comment. Once submitted it can't be rewritten.",[149,7281,7283],{"id":7282},"a-care-guide","A care guide",[135,7285,7286],{},"Pre-care or aftercare instructions for your treatment, on a private link you can bookmark and re-read. These links may expire, so save anything you want to keep.",[149,7288,7290],{"id":7289},"if-a-link-has-stopped-working","If a link has stopped working",[135,7292,7293],{},"Most links expire on purpose. If yours shows as expired, cancelled, or already used, contact the salon and ask for a new one — there's nothing you can do from the page itself.",{"title":363,"searchDepth":22,"depth":22,"links":7295},[7296,7300,7301,7302,7303,7304,7305,7306,7307,7308],{"id":7152,"depth":22,"text":7153,"children":7297},[7298,7299],{"id":7166,"depth":32,"text":7167},{"id":7173,"depth":32,"text":7174},{"id":7193,"depth":22,"text":7194},{"id":7217,"depth":22,"text":7218},{"id":7236,"depth":22,"text":7237},{"id":7246,"depth":22,"text":7247},{"id":7259,"depth":22,"text":7260},{"id":7268,"depth":22,"text":7269},{"id":7275,"depth":22,"text":7276},{"id":7282,"depth":22,"text":7283},{"id":7289,"depth":22,"text":7290},"What the links your salon sends you actually do — managing a booking, paying by link, adding a card, and tipping.",[],{},"\u002Fhelp\u002Fportal\u002Fpaying-and-managing-your-visit",[2720],{"title":7139,"description":7309},"help\u002Fportal\u002Fpaying-and-managing-your-visit","KIfpM4wk1bmQWDfW3cDzISvL-UjUEg7B4Xwrp9M4rHU",{"id":7318,"title":7319,"audience":7,"body":7320,"category":53,"description":7525,"draft":387,"extension":388,"icon":7526,"keywords":7527,"meta":7528,"navigation":398,"order":113,"path":3043,"related":7529,"seo":7530,"stem":7531,"updatedAt":918,"__hash__":7532},"help\u002Fhelp\u002Fretail\u002Fpackages.md","Packages",{"type":132,"value":7321,"toc":7509},[7322,7325,7330,7340,7344,7387,7390,7392,7395,7399,7405,7410,7414,7417,7420,7425,7429,7432,7436,7493,7495],[135,7323,7324],{},"A package is a prepaid bundle of sessions. The client pays once and redeems one at a time — a 5-pack of facials, a course of laser, a microneedling series.",[135,7326,7327],{},[144,7328,7329],{},"Retail → Packages",[135,7331,7332,7333,7335,7336,7339],{},"The page has two tabs: ",[144,7334,7319],{}," (the templates you sell) and ",[144,7337,7338],{},"Holders"," (the clients who currently hold one).",[149,7341,7343],{"id":7342},"create-a-package","Create a package",[200,7345,7346,7350,7353,7357,7360,7364,7367,7371,7377,7381],{},[203,7347,7349],{"id":7348},"name-and-describe-it","Name and describe it",[135,7351,7352],{},"The description is your pitch — savings, schedule, gift idea. It appears where the package is offered.",[203,7354,7356],{"id":7355},"set-sessions-and-price","Set sessions and price",[135,7358,7359],{},"Enter the number of sessions and the total price. Owneli shows the implied per-session price, which is the number that does the selling.",[203,7361,7363],{"id":7362},"set-an-expiry","Set an expiry",[135,7365,7366],{},"Days from purchase. Leave it blank for no expiry.",[203,7368,7370],{"id":7369},"restrict-which-services-it-covers","Restrict which services it covers",[135,7372,7373,7376],{},[144,7374,7375],{},"Eligible services"," limits redemption to a specific set. Leave it empty and the package can be redeemed against any service you offer.",[203,7378,7380],{"id":7379},"optionally-make-it-a-course","Optionally make it a course",[135,7382,733,7383,7386],{},[144,7384,7385],{},"multi-session course"," tracks progress and prompts the client to book each next session. Set the number of weeks between sessions — that drives the next-session due date and the rebooking nudge.",[135,7388,7389],{},"You can also give a package its own calendar colour, so a redeemed session is visually distinct on the grid.",[149,7391,2954],{"id":2953},[135,7393,7394],{},"Add the package to a cart at checkout, like any other item. It's also sellable from the public storefront if published.",[149,7396,7398],{"id":7397},"redeeming-a-session","Redeeming a session",[135,7400,7401,7402,7404],{},"When a package holder is checked out for an eligible service, ",[144,7403,1084],{}," appears as a tender. Choosing it covers that service line and decrements one session.",[317,7406,7407],{},[135,7408,7409],{},"A package covers the bill, not the gratuity. A tip on a package-redeemed visit is settled by a following card or cash tender, so the client can still tip.",[149,7411,7413],{"id":7412},"refunds-and-packages","Refunds and packages",[135,7415,7416],{},"Refunding a sale that consumed a package session returns the session to the client. On a full refund of the package purchase itself, the whole entitlement is reversed.",[149,7418,7338],{"id":7419},"holders",[135,7421,1923,7422,7424],{},[144,7423,7338],{}," tab lists every client with a live package: how many sessions remain, when it expires, and where they are in a course. It's the list to work when you want to chase people who bought and haven't come back.",[149,7426,7428],{"id":7427},"archiving-and-pausing","Archiving and pausing",[135,7430,7431],{},"Paused packages don't appear in the checkout picker. Archiving does the same and takes them off your sale surfaces — existing holders keep what they bought either way.",[149,7433,7435],{"id":7434},"packages-versus-memberships","Packages versus memberships",[157,7437,7438,7448],{},[160,7439,7440],{},[163,7441,7442,7444,7446],{},[166,7443],{},[166,7445,1084],{},[166,7447,1094],{},[173,7449,7450,7461,7472,7483],{},[163,7451,7452,7455,7458],{},[178,7453,7454],{},"Payment",[178,7456,7457],{},"Once, upfront",[178,7459,7460],{},"Recurring",[163,7462,7463,7466,7469],{},[178,7464,7465],{},"What it grants",[178,7467,7468],{},"A fixed number of sessions",[178,7470,7471],{},"Sessions or wallet funds each period, plus perks",[163,7473,7474,7477,7480],{},[178,7475,7476],{},"Runs out",[178,7478,7479],{},"When sessions are used or it expires",[178,7481,7482],{},"When it's cancelled or the term ends",[163,7484,7485,7487,7490],{},[178,7486,624],{},[178,7488,7489],{},"A defined course of treatment",[178,7491,7492],{},"Ongoing retention and predictable revenue",[149,7494,2983],{"id":2982},[716,7496,7497,7503],{},[719,7498,7499,7502],{},[144,7500,7501],{},"Growth → Reports → Packages"," — sold, redeemed, and outstanding",[719,7504,7505,7508],{},[144,7506,7507],{},"Growth → Reports → Liabilities"," — the value of sessions sold and not yet delivered",{"title":363,"searchDepth":22,"depth":22,"links":7510},[7511,7518,7519,7520,7521,7522,7523,7524],{"id":7342,"depth":22,"text":7343,"children":7512},[7513,7514,7515,7516,7517],{"id":7348,"depth":32,"text":7349},{"id":7355,"depth":32,"text":7356},{"id":7362,"depth":32,"text":7363},{"id":7369,"depth":32,"text":7370},{"id":7379,"depth":32,"text":7380},{"id":2953,"depth":22,"text":2954},{"id":7397,"depth":22,"text":7398},{"id":7412,"depth":22,"text":7413},{"id":7419,"depth":22,"text":7338},{"id":7427,"depth":22,"text":7428},{"id":7434,"depth":22,"text":7435},{"id":2982,"depth":22,"text":2983},"Sell prepaid session bundles, track who holds what, and redeem a session at checkout.","i-lucide-package",[],{},[3041,1197],{"title":7319,"description":7525},"help\u002Fretail\u002Fpackages","WDB6eDoN-Nrb0mJvIxN4CdTnIcOUqpvLbvRDgLxPHnE",{"id":7534,"title":5647,"audience":7,"body":7535,"category":93,"description":7964,"draft":387,"extension":388,"icon":7965,"keywords":7966,"meta":7967,"navigation":398,"order":113,"path":3613,"related":7968,"seo":7969,"stem":7970,"updatedAt":1545,"__hash__":7971},"help\u002Fhelp\u002Fsettings\u002Froles-and-permissions.md",{"type":132,"value":7536,"toc":7945},[7537,7540,7545,7549,7552,7605,7610,7614,7617,7621,7638,7670,7673,7722,7726,7732,7794,7797,7802,7806,7809,7840,7846,7850,7892,7896,7903,7908,7912,7915,7919,7932,7935,7939],[135,7538,7539],{},"Access in Owneli is capability-based, not tier-based. There is no hidden ladder where \"manager\" magically unlocks things — every screen and every API call checks a specific capability, and roles are just named bundles of capabilities.",[135,7541,7542],{},[144,7543,7544],{},"Settings → Team & access → Permission roles",[149,7546,7548],{"id":7547},"the-four-starting-roles","The four starting roles",[135,7550,7551],{},"Every business is created with four system roles you can adapt.",[157,7553,7554,7563],{},[160,7555,7556],{},[163,7557,7558,7561],{},[166,7559,7560],{},"Role",[166,7562,1015],{},[173,7564,7565,7575,7585,7595],{},[163,7566,7567,7572],{},[178,7568,7569],{},[144,7570,7571],{},"Owner",[178,7573,7574],{},"Full access to everything, plus owner-reserved actions: enforcing multi-factor authentication and transferring ownership.",[163,7576,7577,7582],{},[178,7578,7579],{},[144,7580,7581],{},"Admin",[178,7583,7584],{},"Full access to the business. Can invite people, manage the team, and change settings.",[163,7586,7587,7592],{},[178,7588,7589],{},[144,7590,7591],{},"Manager",[178,7593,7594],{},"Operational lead. Manages clients, forms and sends, approves time off. Cannot change settings or invite users.",[163,7596,7597,7602],{},[178,7598,7599],{},[144,7600,7601],{},"Staff",[178,7603,7604],{},"Standard team member. The capability set is adjustable per business.",[317,7606,7607],{},[135,7608,7609],{},"The owner is deliberately a superuser and is granted every capability, including ones added in future releases. That's so a new feature can never accidentally lock the owner out of their own business.",[149,7611,7613],{"id":7612},"two-axes","Two axes",[135,7615,7616],{},"Access is controlled along two axes, and both matter.",[203,7618,7620],{"id":7619},"_1-what-you-can-do","1. What you can do",[135,7622,7623,7624,1295,7627,5658,7630,7633,7634,7637],{},"Each of roughly three dozen capability areas carries its own actions — typically ",[144,7625,7626],{},"view",[144,7628,7629],{},"manage",[144,7631,7632],{},"delete",", plus ",[144,7635,7636],{},"create"," where creating differs meaningfully from editing.",[135,7639,7640,7641,1295,7643,1295,7646,1295,7648,1295,7650,1295,7653,1295,7656,1295,7659,1295,7661,1295,7664,5658,7667,212],{},"The permission editor groups them the way you think about the app: ",[144,7642,1573],{},[144,7644,7645],{},"Scheduling & timesheets",[144,7647,1449],{},[144,7649,1264],{},[144,7651,7652],{},"Catalog",[144,7654,7655],{},"Marketing",[144,7657,7658],{},"Inventory & Retail",[144,7660,1638],{},[144,7662,7663],{},"Reports",[144,7665,7666],{},"Workspace",[144,7668,7669],{},"AI concierge",[135,7671,7672],{},"Things are split more finely than you might expect, on purpose:",[716,7674,7675,7684,7692,7701,7707],{},[719,7676,7677,7680,7681,7683],{},[144,7678,7679],{},"Cash drawer"," is separate from ",[144,7682,1449],{}," — a cashier can ring up without holding the power to open, count and reconcile the till.",[719,7685,7686,7680,7689,7691],{},[144,7687,7688],{},"Scheduling",[144,7690,1439],{}," — you can grant \"runs the rota and signs off payroll\" without handing over the client calendar.",[719,7693,7694,699,7697,7700],{},[144,7695,7696],{},"Client photos",[144,7698,7699],{},"clinical charts"," are separate from the client record — health imagery grants and revokes on its own.",[719,7702,7703,7706],{},[144,7704,7705],{},"Compensation"," is its own area — someone can see their own earnings without seeing a colleague's.",[719,7708,7709,1295,7712,1295,7715,699,7718,7721],{},[144,7710,7711],{},"Purchasing",[144,7713,7714],{},"stock",[144,7716,7717],{},"transfers",[144,7719,7720],{},"products"," each grant independently, so a buyer can raise purchase orders without touching stock counts.",[203,7723,7725],{"id":7724},"_2-which-rows-you-can-do-it-to","2. Which rows you can do it to",[135,7727,1923,7728,7731],{},[144,7729,7730],{},"data scope"," decides which records an action reaches:",[157,7733,7734,7743],{},[160,7735,7736],{},[163,7737,7738,7741],{},[166,7739,7740],{},"Scope",[166,7742,3428],{},[173,7744,7745,7755,7765,7775,7784],{},[163,7746,7747,7752],{},[178,7748,7749],{},[144,7750,7751],{},"All",[178,7753,7754],{},"Everything in the business",[163,7756,7757,7762],{},[178,7758,7759],{},[144,7760,7761],{},"Own",[178,7763,7764],{},"Only records belonging to this person",[163,7766,7767,7772],{},[178,7768,7769],{},[144,7770,7771],{},"Assigned",[178,7773,7774],{},"Only records they're assigned to",[163,7776,7777,7781],{},[178,7778,7779],{},[144,7780,5176],{},[178,7782,7783],{},"Only records at their location",[163,7785,7786,7791],{},[178,7787,7788],{},[144,7789,7790],{},"None",[178,7792,7793],{},"Nothing",[135,7795,7796],{},"Staff-tier defaults reflect how a provider actually works: their own calendar, their assigned clients, their own timesheets, their own sales, their own reports and earnings.",[530,7798,7799],{},[135,7800,7801],{},"Granting an action without widening its scope is the most common configuration mistake. Someone with \"view all appointments\" but a scope of \"own\" will still only see their own calendar, and it will look like a bug.",[149,7803,7805],{"id":7804},"fine-grained-client-access","Fine-grained client access",[135,7807,7808],{},"The client record is the most sensitive surface in the app, so it's split further:",[716,7810,7811,7817,7823,7829,7835],{},[719,7812,7813,7816],{},[144,7814,7815],{},"Can view client profile"," — the base",[719,7818,7819,7822],{},[144,7820,7821],{},"Can view contact details"," — email and phone",[719,7824,7825,7828],{},[144,7826,7827],{},"Can view personal info"," — date of birth and home address",[719,7830,7831,7834],{},[144,7832,7833],{},"Can view spending and wallet"," — lifetime value, balances, loyalty",[719,7836,7837],{},[144,7838,7839],{},"Can add and remove tags",[135,7841,7842,7843,7845],{},"Denied fields are masked in the interface ",[144,7844,5933],{}," stripped from API responses — this is enforced at the server, not hidden with CSS.",[149,7847,7849],{"id":7848},"building-a-custom-role","Building a custom role",[200,7851,7852,7856,7859,7863,7866,7870,7873,7877,7883,7887],{},[203,7853,7855],{"id":7854},"start-from-the-closest-system-role","Start from the closest system role",[135,7857,7858],{},"Duplicate it rather than building from an empty matrix. Empty matrices produce roles that can't do their job.",[203,7860,7862],{"id":7861},"turn-on-the-areas-the-role-needs","Turn on the areas the role needs",[135,7864,7865],{},"Each area has a master toggle. The editor enforces parent-first ordering — a child permission can't take effect while its parent is off.",[203,7867,7869],{"id":7868},"set-the-scope-for-each-area","Set the scope for each area",[135,7871,7872],{},"Only surfaces with end-to-end enforcement offer a scope picker, so every option you're shown actually does something.",[203,7874,7876],{"id":7875},"preview-it","Preview it",[135,7878,266,7879,7882],{},[144,7880,7881],{},"View as"," to see the app exactly as that role sees it. This is the step people skip and then regret.",[203,7884,7886],{"id":7885},"assign-it","Assign it",[135,7888,7889,7890,212],{},"Set the role on each team member under ",[144,7891,1638],{},[149,7893,7895],{"id":7894},"what-the-sidebar-tells-you","What the sidebar tells you",[135,7897,7898,7899,7902],{},"Every nav item is capability-gated, so people only see what they can open. An ",[144,7900,7901],{},"eye icon"," beside a link means view-only access — you can read the page but not change anything. It saves a click into a page where every button is disabled.",[530,7904,7905],{},[135,7906,7907],{},"Hiding a link is presentation. The real gate is on the server: every endpoint re-checks the capability and the scope. Restoring a hidden link in the browser gets you an error, not access.",[149,7909,7911],{"id":7910},"multi-factor-authentication","Multi-factor authentication",[135,7913,7914],{},"Owners can require multi-factor authentication for the business. Once enforced, everyone is prompted to enrol at sign-in.",[149,7916,7918],{"id":7917},"suspending-and-offboarding","Suspending and offboarding",[716,7920,7921,7927],{},[719,7922,7923,7926],{},[144,7924,7925],{},"Suspend"," locks someone out immediately while keeping their record and history intact",[719,7928,7929,7931],{},[144,7930,2380],{}," runs a reassignment wizard so their upcoming appointments and open work move to someone else before the record is closed",[135,7933,7934],{},"Neither deletes their history. Past sales, appointments and timesheets stay attached to them for reporting and payroll.",[149,7936,7938],{"id":7937},"auditing","Auditing",[135,7940,7941,7944],{},[144,7942,7943],{},"Settings → Compliance → Audit log"," records who did what and when — role changes, permission changes, refunds, voids, merges, deletions. Audit access is its own capability, so a compliance reviewer can read it without being an admin.",{"title":363,"searchDepth":22,"depth":22,"links":7946},[7947,7948,7952,7953,7960,7961,7962,7963],{"id":7547,"depth":22,"text":7548},{"id":7612,"depth":22,"text":7613,"children":7949},[7950,7951],{"id":7619,"depth":32,"text":7620},{"id":7724,"depth":32,"text":7725},{"id":7804,"depth":22,"text":7805},{"id":7848,"depth":22,"text":7849,"children":7954},[7955,7956,7957,7958,7959],{"id":7854,"depth":32,"text":7855},{"id":7861,"depth":32,"text":7862},{"id":7868,"depth":32,"text":7869},{"id":7875,"depth":32,"text":7876},{"id":7885,"depth":32,"text":7886},{"id":7894,"depth":22,"text":7895},{"id":7910,"depth":22,"text":7911},{"id":7917,"depth":22,"text":7918},{"id":7937,"depth":22,"text":7938},"The four starting roles, the two axes that control access, and how to build a custom role without locking yourself out.","i-lucide-shield-check",[],{},[3611,2106],{"title":5647,"description":7964},"help\u002Fsettings\u002Froles-and-permissions","TENSZfd1Unekw8skVK5ZgEABdPfFFfQpo8przNdYK7o",{"id":7973,"title":7974,"audience":7,"body":7975,"category":73,"description":8168,"draft":387,"extension":388,"icon":1537,"keywords":8169,"meta":8176,"navigation":398,"order":113,"path":8177,"related":8178,"seo":8179,"stem":8180,"updatedAt":1545,"__hash__":8181},"help\u002Fhelp\u002Fteam\u002Finvite-a-team-member.md","Invite a team member",{"type":132,"value":7976,"toc":8153},[7977,7987,7990,7994,8057,8061,8071,8078,8082,8085,8119,8124,8126,8130,8136,8140,8146,8150],[135,7978,7979,7980,7982,7983,7986],{},"To add someone to your team, open the ",[144,7981,1638],{}," group and click ",[144,7984,7985],{},"Invite team member",". They get an email invitation; once they accept and log in, they appear as an active member you can schedule, assign services to, and pay.",[135,7988,7989],{},"You need admin (or owner) access — the invite button only appears for admins.",[149,7991,7993],{"id":7992},"how-do-i-invite-a-new-staff-member","How do I invite a new staff member?",[200,7995,7996,8000,8005,8009,8022,8026,8034,8047,8051],{},[203,7997,7999],{"id":7998},"open-the-team-directory","Open the team directory",[135,8001,4678,8002,8004],{},[144,8003,1638],{}," in the sidebar. The directory lists everyone, with their role and status.",[203,8006,8008],{"id":8007},"click-invite-team-member","Click Invite Team Member",[135,8010,1923,8011,8014,8015,699,8018,8021],{},[144,8012,8013],{},"Add team member"," panel opens. Only two fields are required to invite someone: ",[144,8016,8017],{},"First name",[144,8019,8020],{},"Email"," on the Profile section. Everything else — addresses, emergency contacts, employment details — can be filled in later.",[203,8023,8025],{"id":8024},"pick-the-role","Pick the role",[135,8027,4560,8028,8030,8031,8033],{},[144,8029,1661],{}," section in the panel's sidebar. The role picker lists the built-in roles plus any custom permission roles your workspace has created (marked \"custom\"). The Owner role can't be assigned by invitation. A short description under the picker tells you what the selected role can do — see ",[221,8032,5647],{"href":3613}," for the full breakdown.",[135,8035,8036,8037,1295,8040,5658,8043,8046],{},"You can also assign their ",[144,8038,8039],{},"services",[144,8041,8042],{},"locations",[144,8044,8045],{},"pay"," from the same panel now, or come back to them after they accept.",[203,8048,8050],{"id":8049},"send-the-invitation","Send the invitation",[135,8052,4213,8053,8056],{},[144,8054,8055],{},"Add",". The person receives an email with a link to create their account and join your workspace.",[149,8058,8060],{"id":8059},"what-happens-before-they-accept","What happens before they accept",[135,8062,8063,8064,8067,8068,212],{},"The invited person shows in the directory with an ",[144,8065,8066],{},"Invited"," status. That row is a receipt that the invite went out — there's no profile to open yet. Until they accept, manage the invitation (resend or revoke) from ",[144,8069,8070],{},"Settings → Members",[135,8072,8073,8074,8077],{},"Once they accept, their row becomes a real member. Admins may briefly see an ",[144,8075,8076],{},"Onboarding"," status while the new member finishes their first-run steps; colleagues just see them as active.",[149,8079,8081],{"id":8080},"after-they-join-the-setup-that-makes-them-bookable","After they join: the setup that makes them bookable",[135,8083,8084],{},"An accepted invitation creates the account — it doesn't schedule anyone. Two follow-ups matter:",[157,8086,8087,8097],{},[160,8088,8089],{},[163,8090,8091,8094],{},[166,8092,8093],{},"Step",[166,8095,8096],{},"Why it matters",[173,8098,8099,8109],{},[163,8100,8101,8106],{},[178,8102,8103],{},[221,8104,8105],{"href":4760},"Assign their services",[178,8107,8108],{},"Only assigned services offer them as a provider when booking",[163,8110,8111,8116],{},[178,8112,8113],{},[221,8114,8115],{"href":4805},"Set their working hours",[178,8117,8118],{},"Without hours they never appear as bookable on the calendar",[276,8120,8121],{},[135,8122,8123],{},"Set both immediately after the invite goes out. The most common \"my new hire isn't on the calendar\" report is a member with no working hours, not a failed invitation.",[149,8125,325],{"id":324},[203,8127,8129],{"id":8128},"the-invitation-email-never-arrived-what-do-i-check","The invitation email never arrived — what do I check?",[135,8131,8132,8133,8135],{},"Ask them to check spam first, then resend from ",[144,8134,8070],{},". Confirm the email address on the invite row is spelled correctly; if not, revoke it and send a fresh invitation.",[203,8137,8139],{"id":8138},"can-i-change-someones-role-after-they-join","Can I change someone's role after they join?",[135,8141,8142,8143,8145],{},"Yes — roles and permission roles are edited from ",[144,8144,8070],{}," at any time. The invitation just sets the starting role.",[203,8147,8149],{"id":8148},"why-cant-i-see-the-invite-team-member-button","Why can't I see the Invite team member button?",[135,8151,8152],{},"It's admin-only. If you manage the rota but aren't an admin, ask an admin or the owner to send the invite.",{"title":363,"searchDepth":22,"depth":22,"links":8154},[8155,8161,8162,8163],{"id":7992,"depth":22,"text":7993,"children":8156},[8157,8158,8159,8160],{"id":7998,"depth":32,"text":7999},{"id":8007,"depth":32,"text":8008},{"id":8024,"depth":32,"text":8025},{"id":8049,"depth":32,"text":8050},{"id":8059,"depth":22,"text":8060},{"id":8080,"depth":22,"text":8081},{"id":324,"depth":22,"text":325,"children":8164},[8165,8166,8167],{"id":8128,"depth":32,"text":8129},{"id":8138,"depth":32,"text":8139},{"id":8148,"depth":32,"text":8149},"Send a Owneli invitation to a new staff member, pick their role and permissions, and see what happens before they accept.",[8170,8171,8172,8173,8174,8175],"invite team member","add staff to workroom","send staff invitation","team member roles","staff invite not accepted","resend invitation",{},"\u002Fhelp\u002Fteam\u002Finvite-a-team-member",[4760,3613,4805],{"title":7974,"description":8168},"help\u002Fteam\u002Finvite-a-team-member","SPMCgSWMtawNhFB3SaXScSbrFNLgDr5zqTCpcYTdJ0Q",{"id":8183,"title":4540,"audience":7,"body":8184,"category":43,"description":8423,"draft":387,"extension":388,"icon":8424,"keywords":8425,"meta":8432,"navigation":398,"order":8433,"path":4539,"related":8434,"seo":8436,"stem":8437,"updatedAt":403,"__hash__":8438},"help\u002Fhelp\u002Fclients\u002Freview-a-submitted-form.md",{"type":132,"value":8185,"toc":8410},[8186,8191,8195,8198,8255,8258,8287,8297,8302,8306,8318,8332,8336,8339,8345,8350,8354,8361,8365,8371,8373,8377,8385,8389,8392,8396,8403,8407],[135,8187,5134,8188,8190],{},[144,8189,6309],{}," and click a submission to see everything the client entered — answers, signatures, uploaded files, delivery status, and internal notes. Unsigned answers can be corrected; signed ones are locked and must be re-collected.",[149,8192,8194],{"id":8193},"whats-on-the-submission-detail-page","What's on the submission detail page?",[135,8196,8197],{},"The header shows the client, the template, and the submission's status:",[157,8199,8200,8208],{},[160,8201,8202],{},[163,8203,8204,8206],{},[166,8205,756],{},[166,8207,3428],{},[173,8209,8210,8219,8228,8237,8246],{},[163,8211,8212,8216],{},[178,8213,8214],{},[144,8215,6339],{},[178,8217,8218],{},"Emailed to the client, not yet opened",[163,8220,8221,8225],{},[178,8222,8223],{},[144,8224,6349],{},[178,8226,8227],{},"Opened, not yet submitted",[163,8229,8230,8234],{},[178,8231,8232],{},[144,8233,782],{},[178,8235,8236],{},"Submitted — answers are on the page",[163,8238,8239,8243],{},[178,8240,8241],{},[144,8242,6378],{},[178,8244,8245],{},"The fill-in link lapsed before they finished",[163,8247,8248,8252],{},[178,8249,8250],{},[144,8251,6388],{},[178,8253,8254],{},"Retired from the active list",[135,8256,8257],{},"Below it:",[716,8259,8260,8266,8275,8281],{},[719,8261,8262,8265],{},[144,8263,8264],{},"Response data"," — every answer, in the order the form asked. File-upload answers render as real download links.",[719,8267,8268,8271,8272,212],{},[144,8269,8270],{},"Signatures"," — each signature or initial field shows the captured signature and when it was signed, or ",[144,8273,8274],{},"Not signed",[719,8276,8277,8280],{},[144,8278,8279],{},"Email status"," — whether the form email was delivered and opened, and when the link expires.",[719,8282,8283,8286],{},[144,8284,8285],{},"Admin notes"," — a free-text notes box for staff, invisible to the client.",[135,8288,266,8289,8292,8293,8296],{},[139,8290,8291],{},"j","\u002F",[139,8294,8295],{},"k"," or the arrow keys to step to the previous or next submission without going back to the list.",[276,8298,8299],{},[135,8300,8301],{},"The browser tab title deliberately shows a short reference instead of the client's name, so a screen-share or a glance at your tabs doesn't leak who submitted what.",[149,8303,8305],{"id":8304},"chase-an-unfinished-form","Chase an unfinished form",[135,8307,8308,8309,1295,8312,270,8315,6080],{},"For a submission still in ",[144,8310,8311],{},"sent",[144,8313,8314],{},"viewed",[144,8316,8317],{},"expired",[716,8319,8320,8326],{},[719,8321,8322,8325],{},[144,8323,8324],{},"Resend"," emails the client their form link again.",[719,8327,8328,8331],{},[144,8329,8330],{},"Copy link"," copies the fill-in link so you can send it yourself, or open it for a client at the desk.",[149,8333,8335],{"id":8334},"edit-an-answer-and-when-you-cant","Edit an answer — and when you can't",[135,8337,8338],{},"If your role can manage submissions, completed responses can be edited — the pre-signature typo-fix path. Every edit is kept in an edit history.",[135,8340,8341,8344],{},[144,8342,8343],{},"Signed responses are locked."," Once a client has signed, editing any answer is refused — a consent with silently changed answers under a signature would be worthless. To correct a signed submission, re-send the form and collect a corrected, re-signed response; the original stays intact as the record of what was actually signed.",[530,8346,8347],{},[135,8348,8349],{},"Don't work around the lock by keeping corrections in the notes box for anything clinically or legally material — re-send the form. The signature must cover the answers.",[149,8351,8353],{"id":8352},"masked-answers-phi","Masked answers (PHI)",[135,8355,8356,8357,8360],{},"If a form is marked as containing protected health information and your role doesn't include clinical chart access, the answers appear masked. You can ",[144,8358,8359],{},"reveal"," them for that one submission when your work requires it — the reveal is recorded in the audit trail with your name. Accountability, not a hard wall.",[149,8362,8364],{"id":8363},"download-and-export","Download and export",[135,8366,8367,8370],{},[144,8368,8369],{},"Download PDF"," produces the completed form — answers and signatures — as a PDF for printing or external records.",[149,8372,325],{"id":324},[203,8374,8376],{"id":8375},"the-client-says-the-link-expired-what-do-i-do","The client says the link expired. What do I do?",[135,8378,266,8379,8381,8382,8384],{},[144,8380,8324],{}," on the submission — it emails them a fresh link to the same form. Or ",[144,8383,8330],{}," and send it however you like.",[203,8386,8388],{"id":8387},"can-i-change-an-answer-after-the-client-signed","Can I change an answer after the client signed?",[135,8390,8391],{},"No. Signed responses are locked; re-send the form and collect a corrected, re-signed response. The original stays on record.",[203,8393,8395],{"id":8394},"why-are-the-answers-hidden-behind-a-mask","Why are the answers hidden behind a mask?",[135,8397,8398,8399,8402],{},"The form contains protected health information and your role doesn't include chart access. ",[144,8400,8401],{},"Reveal"," shows them for that submission and records the reveal in the audit trail.",[203,8404,8406],{"id":8405},"who-can-edit-unsigned-answers","Who can edit unsigned answers?",[135,8408,8409],{},"Anyone whose role can manage submissions — it's a capability, not a job title. Edits are kept in the response's edit history.",{"title":363,"searchDepth":22,"depth":22,"links":8411},[8412,8413,8414,8415,8416,8417],{"id":8193,"depth":22,"text":8194},{"id":8304,"depth":22,"text":8305},{"id":8334,"depth":22,"text":8335},{"id":8352,"depth":22,"text":8353},{"id":8363,"depth":22,"text":8364},{"id":324,"depth":22,"text":325,"children":8418},[8419,8420,8421,8422],{"id":8375,"depth":32,"text":8376},{"id":8387,"depth":32,"text":8388},{"id":8394,"depth":32,"text":8395},{"id":8405,"depth":32,"text":8406},"Open a client's form submission to read answers and signatures, fix unsigned responses, and see why signed answers are locked from editing.","i-lucide-file-check",[8426,8427,8428,8429,8430,8431],"view form submission","consent form not signed","edit form answers","signed response locked","resend intake form","download form pdf",{},22,[1542,8435,4509],"\u002Fhelp\u002Fclients\u002Fbuild-a-form",{"title":4540,"description":8423},"help\u002Fclients\u002Freview-a-submitted-form","4TZjyeL1bq62dt6qTp6i0o79a7qgrz5N72U7wArdUu0",{"id":8440,"title":8441,"audience":7,"body":8442,"category":23,"description":8631,"draft":387,"extension":388,"icon":8632,"keywords":8633,"meta":8639,"navigation":398,"order":8640,"path":8641,"related":8642,"seo":8644,"stem":8645,"updatedAt":403,"__hash__":8646},"help\u002Fhelp\u002Fcalendar\u002Fbook-multiple-services-in-one-visit.md","Book multiple services in one visit",{"type":132,"value":8443,"toc":8613},[8444,8450,8454,8506,8510,8513,8516,8520,8558,8562,8568,8575,8577,8581,8588,8592,8599,8603,8606,8610],[135,8445,8446,8447,8449],{},"One appointment can carry several services — a facial then a massage, a colour then a cut — each with its own duration, price, and even its own provider. Pick them all in the booking panel's ",[144,8448,5860],{}," overlay and they book as one visit, not three.",[149,8451,8453],{"id":8452},"how-do-i-book-more-than-one-service","How do I book more than one service?",[200,8455,8456,8460,8468,8472,8483,8487,8494,8498,8501,8503],{},[203,8457,8459],{"id":8458},"open-the-service-picker","Open the service picker",[135,8461,8462,8463,8465,8466,212],{},"In the booking panel, open ",[144,8464,5860],{}," and search by service name. Tap each service you want — the footer counts the selection — then ",[144,8467,468],{},[203,8469,8471],{"id":8470},"review-the-services-rail","Review the Services rail",[135,8473,8474,8475,8478,8479,8482],{},"The chosen services stack in the ",[144,8476,8477],{},"Services"," rail with a running count. Remove any with its ✕, or ",[144,8480,8481],{},"Add service"," to keep going (up to 10 beyond the first).",[203,8484,8486],{"id":8485},"pick-pricing-options","Pick pricing options",[135,8488,8489,8490,8493],{},"A service with variants shows a ",[144,8491,8492],{},"Pricing option"," field — the duration and price follow the option you choose, not the base service.",[203,8495,8497],{"id":8496},"assign-providers","Assign providers",[135,8499,8500],{},"Each service can go to a different team member, so a visit that starts with one person and finishes with another is still one appointment.",[203,8502,5915],{"id":5914},[135,8504,8505],{},"The footer totals the full visit — combined duration, combined price, any deposit due.",[149,8507,8509],{"id":8508},"how-the-visit-is-timed","How the visit is timed",[135,8511,8512],{},"Services run back to back: the first service anchors the start time, and each additional service begins when the previous one ends. The visit's total duration is the sum of its parts.",[135,8514,8515],{},"Prices and durations are snapshotted at booking — later edits to your service catalog don't rewrite an existing appointment.",[149,8517,8519],{"id":8518},"how-it-looks-on-the-grid","How it looks on the grid",[157,8521,8522,8532],{},[160,8523,8524],{},[163,8525,8526,8529],{},[166,8527,8528],{},"Situation",[166,8530,8531],{},"On the calendar",[173,8533,8534,8542,8550],{},[163,8535,8536,8539],{},[178,8537,8538],{},"All services with one provider",[178,8540,8541],{},"One block, listing each service",[163,8543,8544,8547],{},[178,8545,8546],{},"Services assigned to different providers",[178,8548,8549],{},"The visit fans out into a block in each provider's column",[163,8551,8552,8555],{},[178,8553,8554],{},"A single reassigned service line",[178,8556,8557],{},"Its own small block, which can be dragged independently — moving it moves just that line",[149,8559,8561],{"id":8560},"adding-a-service-to-a-booked-appointment","Adding a service to a booked appointment",[135,8563,8564,8565,8567],{},"Open the appointment and press ",[144,8566,8481],{}," in the Services section. Any active service can be added — services configured as pairings for what's already booked surface first. The payment summary updates immediately.",[276,8569,8570],{},[135,8571,8572,8573,212],{},"Deposits are sized once against the whole visit, not per service — a fixed $25 deposit is $25 for the visit. See ",[221,8574,3141],{"href":3140},[149,8576,325],{"id":324},[203,8578,8580],{"id":8579},"can-two-services-run-at-the-same-time-instead-of-back-to-back","Can two services run at the same time instead of back to back?",[135,8582,8583,8584,212],{},"They book sequentially by default. To overlap providers deliberately, book the second service as its own appointment at the same time — see ",[221,8585,8587],{"href":8586},"\u002Fhelp\u002Fcalendar\u002Fdouble-booking-and-overlaps","Double-booking and overlaps",[203,8589,8591],{"id":8590},"how-does-checkout-handle-multiple-providers","How does checkout handle multiple providers?",[135,8593,8594,8595,8598],{},"The sale carries every service with its provider attached, so commission and ",[221,8596,8597],{"href":1199},"tip splits"," follow who did what.",[203,8600,8602],{"id":8601},"can-i-reorder-the-services","Can I reorder the services?",[135,8604,8605],{},"The first service you pick anchors the visit and the rest follow in order. To change the order, remove and re-add services in the sequence you want before booking.",[203,8607,8609],{"id":8608},"is-a-multi-service-visit-one-confirmation-email-or-several","Is a multi-service visit one confirmation email or several?",[135,8611,8612],{},"One — the visit is a single appointment, so the client gets one confirmation and one set of reminders.",{"title":363,"searchDepth":22,"depth":22,"links":8614},[8615,8622,8623,8624,8625],{"id":8452,"depth":22,"text":8453,"children":8616},[8617,8618,8619,8620,8621],{"id":8458,"depth":32,"text":8459},{"id":8470,"depth":32,"text":8471},{"id":8485,"depth":32,"text":8486},{"id":8496,"depth":32,"text":8497},{"id":5914,"depth":32,"text":5915},{"id":8508,"depth":22,"text":8509},{"id":8518,"depth":22,"text":8519},{"id":8560,"depth":22,"text":8561},{"id":324,"depth":22,"text":325,"children":8626},[8627,8628,8629,8630],{"id":8579,"depth":32,"text":8580},{"id":8590,"depth":32,"text":8591},{"id":8601,"depth":32,"text":8602},{"id":8608,"depth":32,"text":8609},"Stack several services on one appointment, give each its own provider, pick pricing options, and see how the visit renders on the grid.","i-lucide-layers",[8634,8635,8636,8637,8638],"book two services together","multiple services one appointment","different provider per service","add service to existing appointment","service pricing options",{},25,"\u002Fhelp\u002Fcalendar\u002Fbook-multiple-services-in-one-visit",[914,8643,1197],"\u002Fhelp\u002Fcalendar\u002Fthe-appointment-detail-panel",{"title":8441,"description":8631},"help\u002Fcalendar\u002Fbook-multiple-services-in-one-visit","ErF_gTB7ULSS0WHWIT2bg2Flo_wWj4ZVE23q_HZOw7s",{"id":8648,"title":8649,"audience":7,"body":8650,"category":43,"description":9057,"draft":387,"extension":388,"icon":9058,"keywords":9059,"meta":9060,"navigation":398,"order":8640,"path":8435,"related":9061,"seo":9062,"stem":9063,"updatedAt":918,"__hash__":9064},"help\u002Fhelp\u002Fclients\u002Fbuild-a-form.md","Build a form template",{"type":132,"value":8651,"toc":9039},[8652,8656,8662,8666,8673,8676,8680,8684,8717,8721,8736,8739,8743,8753,8757,8819,8831,8835,8895,8899,8902,8910,8914,8921,8931,8934,8938,8944,8947,8970,8977,8982,8985,8989,9006,9008,9011,9015,9020,9027,9031,9034,9036],[135,8653,8654],{},[144,8655,6219],{},[135,8657,8658,8659,8661],{},"A form template is built once and sent as many times as you need. This page covers authoring; ",[221,8660,3123],{"href":1542}," covers sending and tracking.",[149,8663,8665],{"id":8664},"simple-mode-and-the-full-palette","Simple mode and the full palette",[135,8667,8668,8669,8672],{},"The builder starts in ",[144,8670,8671],{},"simple mode",", showing only the everyday field types. Most intake forms never need more than that.",[135,8674,8675],{},"Switch out of simple mode when you want the advanced types — date-and-time, rating, address, file upload, and calculated fields.",[149,8677,8679],{"id":8678},"the-field-palette","The field palette",[203,8681,8683],{"id":8682},"layout","Layout",[157,8685,8686,8696],{},[160,8687,8688],{},[163,8689,8690,8693],{},[166,8691,8692],{},"Field",[166,8694,8695],{},"Use it for",[173,8697,8698,8707],{},[163,8699,8700,8704],{},[178,8701,8702],{},[144,8703,2569],{},[178,8705,8706],{},"A heading that breaks a long form into readable chunks",[163,8708,8709,8714],{},[178,8710,8711],{},[144,8712,8713],{},"Paragraph",[178,8715,8716],{},"Explanatory text with no input — instructions, a disclaimer",[203,8718,8720],{"id":8719},"text-inputs","Text inputs",[135,8722,8723,1295,8726,1295,8729,1295,8731,1295,8734,212],{},[144,8724,8725],{},"Text",[144,8727,8728],{},"Long text",[144,8730,8020],{},[144,8732,8733],{},"Phone",[144,8735,4877],{},[135,8737,8738],{},"Email and phone validate what's typed, so you get a usable address rather than a typo.",[203,8740,8742],{"id":8741},"date-and-time","Date and time",[135,8744,8745,1295,8748,1295,8751,212],{},[144,8746,8747],{},"Date",[144,8749,8750],{},"Time",[144,8752,8742],{},[203,8754,8756],{"id":8755},"selection","Selection",[157,8758,8759,8768],{},[160,8760,8761],{},[163,8762,8763,8765],{},[166,8764,8692],{},[166,8766,8767],{},"Behaviour",[173,8769,8770,8780,8790,8800,8810],{},[163,8771,8772,8777],{},[178,8773,8774],{},[144,8775,8776],{},"Checkbox",[178,8778,8779],{},"A single yes\u002Fno tick",[163,8781,8782,8787],{},[178,8783,8784],{},[144,8785,8786],{},"Checkbox group",[178,8788,8789],{},"Pick any number from a list",[163,8791,8792,8797],{},[178,8793,8794],{},[144,8795,8796],{},"Radio buttons",[178,8798,8799],{},"Pick exactly one, all options visible",[163,8801,8802,8807],{},[178,8803,8804],{},[144,8805,8806],{},"Dropdown",[178,8808,8809],{},"Pick exactly one from a longer list",[163,8811,8812,8816],{},[178,8813,8814],{},[144,8815,6712],{},[178,8817,8818],{},"A star rating",[276,8820,8821],{},[135,8822,266,8823,8826,8827,8830],{},[144,8824,8825],{},"radio buttons"," when there are five or fewer options and you want the client to see them all — a medical yes\u002Fno\u002Funsure. Use a ",[144,8828,8829],{},"dropdown"," when the list is long enough that showing it all would bury the rest of the form.",[203,8832,8834],{"id":8833},"advanced","Advanced",[157,8836,8837,8845],{},[160,8838,8839],{},[163,8840,8841,8843],{},[166,8842,8692],{},[166,8844,494],{},[173,8846,8847,8856,8865,8875,8885],{},[163,8848,8849,8853],{},[178,8850,8851],{},[144,8852,1234],{},[178,8854,8855],{},"A structured address, not a free-text box",[163,8857,8858,8862],{},[178,8859,8860],{},[144,8861,6237],{},[178,8863,8864],{},"Drawn on screen. This is what makes a consent a consent.",[163,8866,8867,8872],{},[178,8868,8869],{},[144,8870,8871],{},"Initials",[178,8873,8874],{},"A lighter-weight acknowledgment, for initialling individual clauses",[163,8876,8877,8882],{},[178,8878,8879],{},[144,8880,8881],{},"File upload",[178,8883,8884],{},"The client attaches a document or photo",[163,8886,8887,8892],{},[178,8888,8889],{},[144,8890,8891],{},"Calculated",[178,8893,8894],{},"A score derived from other answers — see below",[149,8896,8898],{"id":8897},"required-fields","Required fields",[135,8900,8901],{},"Mark any field as required and the form can't be submitted without it.",[530,8903,8904],{},[135,8905,8906,8907,8909],{},"A required field inside a section that's hidden by conditional logic is ",[144,8908,1181],{}," enforced while it's hidden. That's correct behaviour — you can't require an answer to a question the client was never shown — but it means \"required\" alone doesn't guarantee you'll get an answer. Check your conditions.",[149,8911,8913],{"id":8912},"conditional-logic","Conditional logic",[135,8915,8916,8917,8920],{},"Any field can be shown only when other answers meet a condition — \"if the client ticked ",[4543,8918,8919],{},"pregnant",", show these three questions\".",[135,8922,8923,8924,8927,8928,8930],{},"You can combine several conditions and choose whether ",[144,8925,8926],{},"all"," of them must match or ",[144,8929,4545],{}," of them.",[135,8932,8933],{},"The same rules are evaluated on the server when the form is submitted, so a client can't bypass a condition by fiddling with the page.",[149,8935,8937],{"id":8936},"calculated-fields","Calculated fields",[135,8939,733,8940,8943],{},[144,8941,8942],{},"calculated"," field produces a score from other answers. It's how you turn a questionnaire into a triage signal.",[135,8945,8946],{},"How the total is built:",[716,8948,8949,8957,8962],{},[719,8950,8951,699,8954,8956],{},[144,8952,8953],{},"Radio",[144,8955,8829],{}," — the selected option's score",[719,8958,8959,8961],{},[144,8960,8786],{}," — the sum of every selected option's score",[719,8963,8964,699,8966,8969],{},[144,8965,6712],{},[144,8967,8968],{},"number"," — the value itself",[135,8971,8972,8973,8976],{},"You then map the total onto ",[144,8974,8975],{},"bands"," — a label for each range, with the total falling into the lowest band whose maximum it fits under. A total above every band lands in the highest one.",[317,8978,8979],{},[135,8980,8981],{},"Scoring is deliberately bounded to summing option scores and mapping to bands. There is no general formula engine — that's a safety decision, not an omission. If you need something more elaborate, calculate it outside the form.",[135,8983,8984],{},"The live preview computes the score exactly the way the server does, so what you see while authoring is what the client's submission will record.",[149,8986,8988],{"id":8987},"form-settings","Form settings",[716,8990,8991,8996,9001],{},[719,8992,8993,8995],{},[144,8994,2142],{}," — how the form is grouped in lists and in a client's documents",[719,8997,8998,9000],{},[144,8999,6237],{}," — whether a signature is captured",[719,9002,9003,9005],{},[144,9004,6243],{}," — the default number of days a sent link stays live",[149,9007,2309],{"id":2308},[135,9009,9010],{},"Every form has version history. A form already sent keeps the version the client was sent — editing a template never rewrites a submission somebody has already completed.",[149,9012,9014],{"id":9013},"attaching-a-form-to-a-service","Attaching a form to a service",[135,9016,9017,9018,4684],{},"A service can require a form, set on the service's ",[144,9019,3117],{},[530,9021,9022],{},[135,9023,3128,9024,9026],{},[144,9025,3131],{}," until the form is signed. Test the whole path — send, complete, sign, check out — before you put a required form on a service you sell every day.",[149,9028,9030],{"id":9029},"starter-templates","Starter templates",[135,9032,9033],{},"The builder ships with starter templates. Starting from one and cutting what you don't need is usually faster than starting from an empty form, and you're less likely to forget a standard question.",[149,9035,2961],{"id":2960},[135,9037,9038],{},"Archive a form you no longer send rather than deleting it. Deleting orphans the submissions that reference it.",{"title":363,"searchDepth":22,"depth":22,"links":9040},[9041,9042,9049,9050,9051,9052,9053,9054,9055,9056],{"id":8664,"depth":22,"text":8665},{"id":8678,"depth":22,"text":8679,"children":9043},[9044,9045,9046,9047,9048],{"id":8682,"depth":32,"text":8683},{"id":8719,"depth":32,"text":8720},{"id":8741,"depth":32,"text":8742},{"id":8755,"depth":32,"text":8756},{"id":8833,"depth":32,"text":8834},{"id":8897,"depth":22,"text":8898},{"id":8912,"depth":22,"text":8913},{"id":8936,"depth":22,"text":8937},{"id":8987,"depth":22,"text":8988},{"id":2308,"depth":22,"text":2309},{"id":9013,"depth":22,"text":9014},{"id":9029,"depth":22,"text":9030},{"id":2960,"depth":22,"text":2961},"The field palette, sections, conditional logic, scored questions, and signatures — everything the form builder can do.","i-lucide-file-text",[],{},[1542,3237],{"title":8649,"description":9057},"help\u002Fclients\u002Fbuild-a-form","WMoP9GihXdPlY9PaXndVnFL0KQXbEhIjVcZcwApPie0",{"id":9066,"title":353,"audience":7,"body":9067,"category":103,"description":9279,"draft":387,"extension":388,"icon":7965,"keywords":9280,"meta":9288,"navigation":398,"order":9289,"path":223,"related":9290,"seo":9291,"stem":9292,"updatedAt":9293,"__hash__":9294},"help\u002Fhelp\u002Faccount\u002Fsecure-your-account-with-mfa.md",{"type":132,"value":9068,"toc":9262},[9069,9076,9080,9086,9131,9135,9138,9142,9147,9157,9161,9213,9216,9218,9222,9233,9238,9242,9245,9249,9255,9259],[135,9070,9071,9072,9075],{},"Turn on two-factor authentication in ",[144,9073,9074],{},"Settings → Profile",": scan a QR code with any authenticator app, confirm a 6-digit code, and save the recovery codes you're shown once. From then on, sign-in asks for a code from your app — so a stolen password alone can't open your business.",[149,9077,9079],{"id":9078},"how-do-i-turn-on-two-factor-authentication","How do I turn on two-factor authentication?",[135,9081,9082,9085],{},[144,9083,9084],{},"Before you start:"," install any standard authenticator app — Google Authenticator, Authy, 1Password, Microsoft Authenticator. Every user can do this for their own account; no admin permission needed.",[200,9087,9088,9092,9103,9107,9110,9114,9120,9124],{},[203,9089,9091],{"id":9090},"open-your-profile-settings","Open your profile settings",[135,9093,4678,9094,9096,9097,9100,9101,212],{},[144,9095,9074],{},", find the ",[144,9098,9099],{},"Two-factor authentication"," row in the Security section, and click ",[144,9102,6824],{},[203,9104,9106],{"id":9105},"scan-the-qr-code","Scan the QR code",[135,9108,9109],{},"Scan it with your authenticator app. Can't scan? Type the setup key shown beside the QR code into the app instead.",[203,9111,9113],{"id":9112},"confirm-with-a-code","Confirm with a code",[135,9115,9116,9117,212],{},"Enter the 6-digit code the app now shows and press ",[144,9118,9119],{},"Verify & enable",[203,9121,9123],{"id":9122},"save-your-recovery-codes","Save your recovery codes",[135,9125,9126,9127,9130],{},"Owneli immediately generates single-use recovery codes and shows them ",[144,9128,9129],{},"once",". Copy or download them into a password manager. When you close the dialog, they can't be viewed again.",[149,9132,9134],{"id":9133},"what-changes-at-sign-in","What changes at sign-in",[135,9136,9137],{},"After your email and password (or magic link), you're asked for the current 6-digit code from your authenticator app. Enter it and you're in.",[149,9139,9141],{"id":9140},"what-if-i-lose-my-phone","What if I lose my phone?",[530,9143,9144],{},[135,9145,9146],{},"Recovery codes can't yet be typed in at the sign-in screen — self-service redemption is a planned follow-up. If you're locked out, contact an admin or the owner of your business: they can disable your two-factor so you can sign in and re-enrol. Keep your recovery codes available for that conversation.",[135,9148,9149,9150,9152,9153,9156],{},"From ",[144,9151,9074],{}," you can always see how many codes remain and ",[144,9154,9155],{},"regenerate"," a fresh set — regenerating invalidates every code from the previous batch.",[149,9158,9160],{"id":9159},"requiring-it-for-the-whole-team","Requiring it for the whole team",[157,9162,9163,9175],{},[160,9164,9165],{},[163,9166,9167,9169,9172],{},[166,9168,1936],{},[166,9170,9171],{},"Who can do it",[166,9173,9174],{},"Where",[173,9176,9177,9187,9198],{},[163,9178,9179,9182,9185],{},[178,9180,9181],{},"Enrol yourself",[178,9183,9184],{},"Everyone",[178,9186,9074],{},[163,9188,9189,9192,9195],{},[178,9190,9191],{},"See who has enrolled (roster)",[178,9193,9194],{},"Admins",[178,9196,9197],{},"Settings → Team & access → Security",[163,9199,9200,9206,9211],{},[178,9201,9202,9205],{},[144,9203,9204],{},"Require"," two-factor org-wide",[178,9207,9208],{},[144,9209,9210],{},"Owner only",[178,9212,9197],{},[135,9214,9215],{},"Once enforced, everyone is prompted to enrol at sign-in. Admins can use the roster to chase stragglers before flipping enforcement on.",[149,9217,325],{"id":324},[203,9219,9221],{"id":9220},"why-am-i-asked-to-set-up-two-factor-after-signing-in","Why am I asked to set up two-factor after signing in?",[135,9223,9224,9225,9228,9229,9232],{},"Owners and admins who have not enrolled may see an optional setup reminder. ",[144,9226,9227],{},"Not now"," pauses that reminder for seven days for your account in this browser. ",[144,9230,9231],{},"Don't remind me"," dismisses the optional reminder for that account in this browser. Clearing browser storage or using a different device can make it appear again.",[135,9234,9235,9236,212],{},"These choices do not disable two-factor authentication or override your business's requirement to use it. You can still turn it on at any time in ",[144,9237,9074],{},[203,9239,9241],{"id":9240},"which-authenticator-apps-work","Which authenticator apps work?",[135,9243,9244],{},"Any TOTP app — Google Authenticator, Authy, 1Password, Microsoft Authenticator, and the rest.",[203,9246,9248],{"id":9247},"how-do-i-turn-two-factor-off","How do I turn two-factor off?",[135,9250,9251,9254],{},[144,9252,9253],{},"Settings → Profile → Disable"," on the two-factor row. If your business requires it, expect to be prompted to enrol again.",[203,9256,9258],{"id":9257},"are-recovery-codes-shown-again-later","Are recovery codes shown again later?",[135,9260,9261],{},"No. They're displayed exactly once when generated. If you didn't save them, regenerate a new batch — the old ones stop working.",{"title":363,"searchDepth":22,"depth":22,"links":9263},[9264,9270,9271,9272,9273],{"id":9078,"depth":22,"text":9079,"children":9265},[9266,9267,9268,9269],{"id":9090,"depth":32,"text":9091},{"id":9105,"depth":32,"text":9106},{"id":9112,"depth":32,"text":9113},{"id":9122,"depth":32,"text":9123},{"id":9133,"depth":22,"text":9134},{"id":9140,"depth":22,"text":9141},{"id":9159,"depth":22,"text":9160},{"id":324,"depth":22,"text":325,"children":9274},[9275,9276,9277,9278],{"id":9220,"depth":32,"text":9221},{"id":9240,"depth":32,"text":9241},{"id":9247,"depth":32,"text":9248},{"id":9257,"depth":32,"text":9258},"How to set up two-factor authentication (2FA) in Owneli with an authenticator app, save recovery codes, and get back in if you lose your phone.",[9281,9282,9283,9284,9285,9286,9287],"two factor authentication","set up 2fa","mfa setup","authenticator app","recovery codes","lost my phone 2fa","locked out of 2fa",{},30,[399,3613],{"title":353,"description":9279},"help\u002Faccount\u002Fsecure-your-account-with-mfa","2026-09-19","Dq7ePg8DKKeXYQ1oinqtn73s6w_UWFwtFOwYYLP3FuY",{"id":9296,"title":9297,"audience":109,"body":9298,"category":114,"description":9451,"draft":387,"extension":388,"icon":9452,"keywords":9453,"meta":9460,"navigation":398,"order":9289,"path":518,"related":9461,"seo":9462,"stem":9463,"updatedAt":403,"__hash__":9464},"help\u002Fhelp\u002Fbook-online\u002Fmanage-your-booking.md","Reschedule or cancel your appointment from the link",{"type":132,"value":9299,"toc":9437},[9300,9308,9313,9317,9341,9346,9350,9357,9402,9405,9409,9414,9416,9420,9423,9427,9430,9434],[135,9301,9302,9303,7160,9305,9307],{},"Open the private link in your booking confirmation (email or text): it shows your appointment and lets you ",[144,9304,7159],{},[144,9306,7163],{}," without signing in. If cancelling now would cost you money, the exact amount is shown before you confirm.",[135,9309,9310,9312],{},[144,9311,9084],{}," you'll need the link from your confirmation. Lost it? Ask the venue to resend it.",[149,9314,9316],{"id":9315},"how-do-i-reschedule","How do I reschedule?",[200,9318,9319,9323,9329,9333,9336,9338],{},[203,9320,9322],{"id":9321},"tap-reschedule","Tap Reschedule",[135,9324,9325,9326,9328],{},"A day strip and that day's open times appear. Nothing today? ",[144,9327,5884],{}," jumps to the first day with openings.",[203,9330,9332],{"id":9331},"tap-a-time","Tap a time",[135,9334,9335],{},"The time is only selected — nothing moves yet, so a stray tap can't reschedule you.",[203,9337,2524],{"id":2523},[135,9339,9340],{},"You see the new day and time — and, if the price would change, the new price — before you commit. Confirm, and your booking moves; it isn't cancelled and rebooked.",[530,9342,9343],{},[135,9344,9345],{},"If your service is priced by time of day, a re-price is disclosed before you confirm. A pricier time adds the difference to what you owe at your visit — nothing is charged at that moment. A cheaper time reduces it.",[149,9347,9349],{"id":9348},"what-happens-when-i-cancel","What happens when I cancel?",[135,9351,9352,9353,9356],{},"Tap ",[144,9354,9355],{},"Cancel booking",". Before you confirm, the page tells you exactly what cancelling now means for you:",[157,9358,9359,9368],{},[160,9360,9361],{},[163,9362,9363,9366],{},[166,9364,9365],{},"You might see",[166,9367,3428],{},[173,9369,9370,9378,9386,9394],{},[163,9371,9372,9375],{},[178,9373,9374],{},"A deposit forfeited",[178,9376,9377],{},"The deposit you paid is kept",[163,9379,9380,9383],{},[178,9381,9382],{},"A fee charged",[178,9384,9385],{},"The amount that goes to your card on file",[163,9387,9388,9391],{},[178,9389,9390],{},"A deposit refunded",[178,9392,9393],{},"Cancelling in time returns your deposit",[163,9395,9396,9399],{},[178,9397,9398],{},"No money line at all",[178,9400,9401],{},"Cancelling costs you nothing",[135,9403,9404],{},"Every business sets its own policy — this screen shows yours. Cancelling can't be undone.",[149,9406,9408],{"id":9407},"what-does-secure-your-booking-mean","What does \"secure your booking\" mean?",[135,9410,9411,9412,212],{},"If the venue requires a card on file or a deposit and your booking isn't secured yet, the page prompts you. You enter the card yourself on the secure form — the venue never sees the number. See ",[221,9413,554],{"href":553},[149,9415,325],{"id":324},[203,9417,9419],{"id":9418},"why-cant-i-cancel-or-reschedule-online-anymore","Why can't I cancel or reschedule online anymore?",[135,9421,9422],{},"You're inside the venue's cutoff window — a set number of hours before the visit when online changes close. The page shows their phone number; call them.",[203,9424,9426],{"id":9425},"is-my-booking-link-safe-to-share","Is my booking link safe to share?",[135,9428,9429],{},"No — it needs no password, so anyone who opens it can reschedule or cancel as you. Keep it to yourself.",[203,9431,9433],{"id":9432},"i-rescheduled-but-the-time-was-taken-what-happened","I rescheduled but the time was taken — what happened?",[135,9435,9436],{},"Someone booked that slot between the page loading and your tap. The times reload; pick another.",{"title":363,"searchDepth":22,"depth":22,"links":9438},[9439,9444,9445,9446],{"id":9315,"depth":22,"text":9316,"children":9440},[9441,9442,9443],{"id":9321,"depth":32,"text":9322},{"id":9331,"depth":32,"text":9332},{"id":2523,"depth":32,"text":2524},{"id":9348,"depth":22,"text":9349},{"id":9407,"depth":22,"text":9408},{"id":324,"depth":22,"text":325,"children":9447},[9448,9449,9450],{"id":9418,"depth":32,"text":9419},{"id":9425,"depth":32,"text":9426},{"id":9432,"depth":32,"text":9433},"Use the private link in your booking confirmation to reschedule, cancel, or secure your appointment — with any fee shown before you confirm.","i-lucide-calendar-cog",[9454,9455,9456,9457,9458,9459],"reschedule my appointment online","cancel my booking","change my appointment time","booking confirmation link","cancellation fee appointment","manage my booking",{},[590,553],{"title":9297,"description":9451},"help\u002Fbook-online\u002Fmanage-your-booking","G8_hqyKcnJNvWv6XSBtdZDAhAUl-fZmi5ba8P7JFugA",{"id":9466,"title":9467,"audience":7,"body":9468,"category":23,"description":9651,"draft":387,"extension":388,"icon":9652,"keywords":9653,"meta":9654,"navigation":398,"order":9289,"path":915,"related":9655,"seo":9656,"stem":9657,"updatedAt":1545,"__hash__":9658},"help\u002Fhelp\u002Fcalendar\u002Freschedule-cancel-and-no-shows.md","Reschedule, cancel, and mark a no-show",{"type":132,"value":9469,"toc":9635},[9470,9473,9477,9487,9490,9493,9517,9524,9529,9532,9537,9541,9544,9564,9567,9571,9578,9586,9589,9593,9596,9599,9604,9607,9612,9614,9617,9621],[135,9471,9472],{},"Every change to a booking happens from the appointment panel — click the block on the calendar to open it.",[149,9474,9476],{"id":9475},"check-a-client-in","Check a client in",[135,9478,9479,9480,9483,9484,9486],{},"The front desk lifecycle runs ",[144,9481,9482],{},"Booked → Checked in → In service → Done",". Advance it from the appointment panel as the visit progresses. The stage shows on the calendar block and on ",[144,9485,726],{},", so anyone can see who has arrived without asking.",[135,9488,9489],{},"You can undo a stage if you tap ahead by mistake.",[149,9491,9492],{"id":7159},"Reschedule",[200,9494,9495,9499,9502,9506,9512,9514],{},[203,9496,9498],{"id":9497},"drag-the-block","Drag the block",[135,9500,9501],{},"On the calendar grid, drag an appointment to a new time or a different team member's column. A confirmation appears before anything is saved.",[203,9503,9505],{"id":9504},"or-use-the-panel","Or use the panel",[135,9507,9508,9509,9511],{},"Open the appointment and choose ",[144,9510,9492],{}," for a date further out than the current view, or when you want to pick from open slots rather than eyeball the grid.",[203,9513,2524],{"id":2523},[135,9515,9516],{},"Owneli checks the new slot for clashes and for the provider's working hours before committing. A move outside working hours warns you and lets you proceed.",[135,9518,9519,9520,9523],{},"An ",[144,9521,9522],{},"Undo"," appears briefly after a move — one click puts it back.",[276,9525,9526],{},[135,9527,9528],{},"Rescheduling keeps the same appointment, so the client's history stays a single thread rather than a cancellation plus a new booking.",[149,9530,9531],{"id":7163},"Cancel",[135,9533,9508,9534,9536],{},[144,9535,9531],{},". You'll be asked for a reason, and — depending on the booking — for two money decisions.",[203,9538,9540],{"id":9539},"the-deposit","The deposit",[135,9542,9543],{},"If a deposit was captured when the booking was made, you decide what happens to it:",[716,9545,9546,9552,9558],{},[719,9547,9548,9551],{},[144,9549,9550],{},"Refund"," — the deposit goes back to the client",[719,9553,9554,9557],{},[144,9555,9556],{},"Forfeit"," — you keep it, as the late-cancellation charge",[719,9559,9560,9563],{},[144,9561,9562],{},"Leave it"," — take no action now and resolve it later",[135,9565,9566],{},"Whichever you pick, a payment record and an audit entry are written. The money is never silently kept or silently lost.",[203,9568,9570],{"id":9569},"the-fee","The fee",[135,9572,9573,9574,9577],{},"If your business has a late-cancellation fee configured, you can also charge it. ",[144,9575,9576],{},"It is off by default."," Staff-initiated cancellations don't charge automatically — clinics usually waive a fee when they're the ones cancelling, or when a client calls in politely.",[530,9579,9580],{},[135,9581,9582,9583,9585],{},"A forfeited deposit is credited against the fee. Owneli will not charge the full fee ",[144,9584,5933],{}," keep the full deposit for the same cancellation.",[135,9587,9588],{},"When a client cancels themselves through their own booking link, the policy is applied automatically according to your cancellation window. The manual control described here is for the front desk.",[203,9590,9592],{"id":9591},"filling-the-slot","Filling the slot",[135,9594,9595],{},"After a cancellation Owneli looks at your waitlist and, if it finds a match, offers to promote someone into the freed slot. If your business has automatic waitlist offers turned on, one-tap claim links go out to matching clients without you doing anything.",[149,9597,798],{"id":9598},"no-show",[135,9600,9508,9601,9603],{},[144,9602,798],{},". The slot is released immediately so a walk-in can take it, and the no-show is recorded against the client.",[135,9605,9606],{},"Like cancellation, charging the no-show fee is an explicit opt-in — you see the exact amount before you confirm — and a captured deposit can be refunded or forfeited against it.",[530,9608,9609],{},[135,9610,9611],{},"No-show fees and late-cancellation fees can only be charged where a card was captured for that booking. If the booking was taken with no card, there is nothing to charge and the option won't do anything.",[149,9613,6666],{"id":6665},[135,9615,9616],{},"Cancellations and reschedules trigger the matching client notification automatically, and a cancellation email discloses a fee if one was charged. You don't have to write it.",[149,9618,9620],{"id":9619},"reporting-on-this","Reporting on this",[716,9622,9623,9629],{},[719,9624,9625,9628],{},[144,9626,9627],{},"Growth → Reports → Cancellations & no-shows"," — no-show rate by client, service and provider",[719,9630,9631,9634],{},[144,9632,9633],{},"Growth → Reports → Cancellation & no-show fees"," — every fee charged, with the appointment behind it",{"title":363,"searchDepth":22,"depth":22,"links":9636},[9637,9638,9643,9648,9649,9650],{"id":9475,"depth":22,"text":9476},{"id":7159,"depth":22,"text":9492,"children":9639},[9640,9641,9642],{"id":9497,"depth":32,"text":9498},{"id":9504,"depth":32,"text":9505},{"id":2523,"depth":32,"text":2524},{"id":7163,"depth":22,"text":9531,"children":9644},[9645,9646,9647],{"id":9539,"depth":32,"text":9540},{"id":9569,"depth":32,"text":9570},{"id":9591,"depth":32,"text":9592},{"id":9598,"depth":22,"text":798},{"id":6665,"depth":22,"text":6666},{"id":9619,"depth":22,"text":9620},"Move a booking, cancel it cleanly, handle the deposit, and decide whether a fee is charged.","i-lucide-calendar-x",[],{},[914,3140,814],{"title":9467,"description":9651},"help\u002Fcalendar\u002Freschedule-cancel-and-no-shows","0oa_4sNZKD0C8C1urXvUS38btlJ0G3kYyxFsjl-QiNQ",{"id":9660,"title":3141,"audience":7,"body":9661,"category":33,"description":9966,"draft":387,"extension":388,"icon":7965,"keywords":9967,"meta":9968,"navigation":398,"order":9289,"path":3140,"related":9969,"seo":9970,"stem":9971,"updatedAt":918,"__hash__":9972},"help\u002Fhelp\u002Fcheckout\u002Fdeposits-and-cancellation-fees.md",{"type":132,"value":9662,"toc":9946},[9663,9666,9671,9675,9678,9721,9732,9736,9747,9751,9757,9761,9764,9774,9779,9783,9786,9790,9798,9804,9808,9811,9845,9849,9856,9862,9870,9874,9877,9895,9905,9909,9912,9916,9923,9925],[135,9664,9665],{},"This is the most consequential set of settings in the app: it decides whether a client is asked for money before they've been seen, and whether you can charge them when they don't turn up. It's worth reading in full before you turn any of it on.",[135,9667,9668],{},[144,9669,9670],{},"Settings → Payments → Payment policy",[149,9672,9674],{"id":9673},"the-three-modes","The three modes",[135,9676,9677],{},"Everything starts with one choice.",[157,9679,9680,9690],{},[160,9681,9682],{},[163,9683,9684,9687],{},[166,9685,9686],{},"Mode",[166,9688,9689],{},"What happens at booking",[173,9691,9692,9702,9711],{},[163,9693,9694,9699],{},[178,9695,9696],{},[144,9697,9698],{},"No policy",[178,9700,9701],{},"Nothing is asked for. No card, no deposit.",[163,9703,9704,9708],{},[178,9705,9706],{},[144,9707,1024],{},[178,9709,9710],{},"A card is required to book. The client is not charged at booking.",[163,9712,9713,9718],{},[178,9714,9715],{},[144,9716,9717],{},"Deposit",[178,9719,9720],{},"A deposit is required to book, and it's taken at booking.",[1334,9722,9723],{},[135,9724,9725,9726,9728,9729,9731],{},"Under ",[144,9727,9698],{}," you cannot charge a late-cancellation or no-show fee — there is no card to charge. Enabling a fee while the mode is ",[144,9730,9698],{}," does nothing. The booking screen won't even disclose the fee, because it can never be collected.",[149,9733,9735],{"id":9734},"sizing-the-deposit","Sizing the deposit",[135,9737,9738,9739,9742,9743,9746],{},"A deposit is either a ",[144,9740,9741],{},"percentage"," of the visit or a ",[144,9744,9745],{},"fixed amount",". A percentage of an $800 course is a very different number from a percentage of a $40 add-on, so pick deliberately.",[203,9748,9750],{"id":9749},"across-a-multi-service-visit","Across a multi-service visit",[135,9752,9753,9754,9756],{},"When a visit has several services, all the services without their own override are pooled and the deposit is sized ",[144,9755,9129],{}," against that pooled subtotal. So a fixed $25 deposit charges $25 for the visit, not $25 per service; a 20% deposit applies to the whole pool.",[149,9758,9760],{"id":9759},"cancellation-and-no-show-fees","Cancellation and no-show fees",[135,9762,9763],{},"Both can be a percentage of the visit or a fixed amount, and each is switched on independently.",[135,9765,9766,9769,9770,9773],{},[144,9767,9768],{},"Late cancellation"," also has a ",[144,9771,9772],{},"window",", in hours. Cancel earlier than the window and it's free. Cancel inside the window and the fee applies.",[135,9775,9776,9778],{},[144,9777,798],{}," has no window — it applies when the appointment is marked as a no-show.",[149,9780,9782],{"id":9781},"the-minimum-appointment-value","The minimum appointment value",[135,9784,9785],{},"Set a minimum and the card \u002F deposit requirement only applies to bookings above it. A $15 brow tidy books with nothing; a $300 course requires the deposit. The disclosure the client sees reflects this — \"applies to appointments over $150\".",[149,9787,9789],{"id":9788},"escalation","Escalation",[135,9791,9792,9793,7160,9795,9797],{},"Optionally, a booking whose total crosses a threshold can be forced to take a deposit even when your normal mode is ",[144,9794,9698],{},[144,9796,1024],{},". Set the threshold and, if you want, a different sizing for the escalated deposit.",[135,9799,9800,9801,9803],{},"Escalation is skipped entirely when your mode is already ",[144,9802,9717],{},", and it never produces a deposit step with nothing due.",[149,9805,9807],{"id":9806},"overrides","Overrides",[135,9809,9810],{},"Policy is resolved in this order, most specific first:",[200,9812,9813,9817,9822,9826,9829,9833,9836,9840],{},[203,9814,9816],{"id":9815},"the-individual-booking","The individual booking",[135,9818,9819,9820,212],{},"Whoever takes the booking can override the terms for that one appointment. See ",[221,9821,5809],{"href":914},[203,9823,9825],{"id":9824},"the-service","The service",[135,9827,9828],{},"A single service can carry its own policy — \"the laser course always takes a deposit, everything else doesn't\". Set it on the service.",[203,9830,9832],{"id":9831},"the-location","The location",[135,9834,9835],{},"A location can replace the business policy entirely. It's a whole-policy override, not a per-field merge — the mode and the fee rules are interdependent, so a location either uses its own or inherits the business one.",[203,9837,9839],{"id":9838},"the-business","The business",[135,9841,9842,9843,212],{},"Your default, under ",[144,9844,9670],{},[203,9846,9848],{"id":9847},"how-overrides-combine-on-one-visit","How overrides combine on one visit",[135,9850,9851,9852,9855],{},"When services on one visit disagree, ",[144,9853,9854],{},"the strictest requirement wins for the visit",": no policy \u003C card on file \u003C deposit. One service that requires a deposit pulls the whole visit into a single deposit step.",[135,9857,9858,9859,9861],{},"A service explicitly set to ",[144,9860,9698],{}," weakens only its own line. It won't rescue the visit if another service still requires a card.",[530,9863,9864],{},[135,9865,9866,9867,9869],{},"Explicit per-service overrides are treated as deliberate configuration and are ",[144,9868,1181],{}," subject to the minimum-appointment-value threshold. If you set a service to require a deposit, it requires one at any price.",[149,9871,9873],{"id":9872},"charging-a-fee-in-practice","Charging a fee in practice",[135,9875,9876],{},"The two paths behave differently, on purpose.",[716,9878,9879,9885],{},[719,9880,9881,9884],{},[144,9882,9883],{},"The client cancels themselves"," through their own booking link — the policy is applied automatically. The window is checked, the fee resolved, the card charged.",[719,9886,9887,9890,9891,9894],{},[144,9888,9889],{},"The front desk cancels or marks a no-show"," — the fee is ",[144,9892,9893],{},"off by default",". You see the resolved amount and confirm it explicitly. Clinics usually waive when they're the ones cancelling, or when a regular calls in.",[135,9896,9897,9898,7160,9901,9904],{},"If a deposit was captured, you also choose whether to ",[144,9899,9900],{},"refund",[144,9902,9903],{},"forfeit"," it. A forfeited deposit is credited against the fee, so the same cancellation is never penalised twice. Every outcome writes a payment record and an audit entry.",[149,9906,9908],{"id":9907},"what-the-client-is-told","What the client is told",[135,9910,9911],{},"At booking, the client sees a plain-language summary generated from your settings — the deposit required, the free-cancellation window, and the fee amounts. It's also on their manage-booking page. You don't have to write or maintain that copy; changing the policy changes what they're shown.",[149,9913,9915],{"id":9914},"prerequisites","Prerequisites",[135,9917,9918,9919,9922],{},"Deposits and fees need a connected payment processor — ",[144,9920,9921],{},"Settings → Payments",". Without it there's nothing to capture a card with.",[149,9924,2983],{"id":2982},[716,9926,9927,9933,9938],{},[719,9928,9929,9932],{},[144,9930,9931],{},"Growth → Reports → Cancellation fees"," — every fee charged, and the appointment behind it",[719,9934,9935,9628],{},[144,9936,9937],{},"Growth → Reports → No-shows",[719,9939,9940,699,9943,9945],{},[144,9941,9942],{},"Growth → Reports → Prepayments",[144,9944,3017],{}," — money taken for work not yet done",{"title":363,"searchDepth":22,"depth":22,"links":9947},[9948,9949,9952,9953,9954,9955,9962,9963,9964,9965],{"id":9673,"depth":22,"text":9674},{"id":9734,"depth":22,"text":9735,"children":9950},[9951],{"id":9749,"depth":32,"text":9750},{"id":9759,"depth":22,"text":9760},{"id":9781,"depth":22,"text":9782},{"id":9788,"depth":22,"text":9789},{"id":9806,"depth":22,"text":9807,"children":9956},[9957,9958,9959,9960,9961],{"id":9815,"depth":32,"text":9816},{"id":9824,"depth":32,"text":9825},{"id":9831,"depth":32,"text":9832},{"id":9838,"depth":32,"text":9839},{"id":9847,"depth":32,"text":9848},{"id":9872,"depth":22,"text":9873},{"id":9907,"depth":22,"text":9908},{"id":9914,"depth":22,"text":9915},{"id":2982,"depth":22,"text":2983},"The three payment-policy modes, how a deposit is sized across a multi-service visit, and exactly when a fee can be charged.",[],{},[915,1197,914],{"title":3141,"description":9966},"help\u002Fcheckout\u002Fdeposits-and-cancellation-fees","75NZaIiVEhZyP5-WS0x8c3vCsiSvZJWqnOQUJRyjkHU",{"id":9974,"title":9975,"audience":7,"body":9976,"category":43,"description":10217,"draft":387,"extension":388,"icon":10218,"keywords":10219,"meta":10220,"navigation":398,"order":9289,"path":10221,"related":10222,"seo":10223,"stem":10224,"updatedAt":1545,"__hash__":10225},"help\u002Fhelp\u002Fclients\u002Femails-and-care-guides.md","Email templates and care guides",{"type":132,"value":9977,"toc":10200},[9978,9982,9987,9990,9994,10008,10012,10015,10021,10025,10030,10035,10038,10041,10045,10051,10054,10060,10064,10072,10075,10082,10087,10091,10096,10099,10103,10112,10115,10118,10124,10127,10130,10136,10140,10149,10153],[149,9979,9981],{"id":9980},"email-templates","Email templates",[135,9983,9984],{},[144,9985,9986],{},"Clients → Emails",[135,9988,9989],{},"A template is a reusable email you send to clients — pre-care instructions, a post-treatment check-in, an appointment note.",[203,9991,9993],{"id":9992},"create-one","Create one",[135,9995,9996,9997,10000,10001,10004,10005,10007],{},"Give it a name, a ",[144,9998,9999],{},"subject",", and a ",[144,10002,10003],{},"message",". Choose a ",[144,10006,5353],{}," so the list stays navigable: Pre-care, Post-care, Reminder, Confirmation, Notification, Marketing, or Other.",[203,10009,10011],{"id":10010},"variables","Variables",[135,10013,10014],{},"Templates support variables — placeholders like the client's name that fill in when the email is sent. The template card shows how many variables a template uses, and the subject field hints at the syntax as you type.",[135,10016,10017,10020],{},[144,10018,10019],{},"Send a test"," to yourself before you use a template for real. The test renders with sample values, so you see exactly what a client would.",[203,10022,10024],{"id":10023},"branding","Branding",[317,10026,10027],{},[135,10028,10029],{},"Every email you send is wrapped automatically in your logo, brand colours and business address — the same design as your automated messages. You write the content; the chrome is handled.",[135,10031,10032,10033,212],{},"Set your brand under ",[144,10034,6505],{},[203,10036,7054],{"id":10037},"attachments",[135,10039,10040],{},"Up to 5 files, 10MB each — PDFs, images, documents.",[203,10042,10044],{"id":10043},"sending","Sending",[135,10046,10047,10050],{},[144,10048,10049],{},"Compose"," walks you through it: choose who you're emailing, then either use a template or write a custom email. You review the rendered result before it goes.",[135,10052,10053],{},"You can send to one client or to several at once, and schedule a send rather than firing immediately.",[135,10055,10056,10059],{},[144,10057,10058],{},"Sent emails"," lists what went out, so you can confirm delivery rather than assume it.",[149,10061,10063],{"id":10062},"system-emails","System emails",[135,10065,1923,10066,10069,10070],{},[144,10067,10068],{},"System"," tab on ",[144,10071,9986],{},[135,10073,10074],{},"These are the branded emails the app sends automatically — confirmations, reminders, receipts, and the rest. They're managed for you and already use your logo and colours.",[135,10076,10077,10078,10081],{},"Open any one to ",[144,10079,10080],{},"preview exactly what your clients receive",". Each has editable copy slots — the specific lines you might want to word differently — while the structure, branding and data tokens stay intact.",[276,10083,10084],{},[135,10085,10086],{},"Preview your booking confirmation and your reminder at least once. They're the two emails your clients see most, and most businesses never look at them.",[149,10088,10090],{"id":10089},"care-guides","Care guides",[135,10092,10093],{},[144,10094,10095],{},"Clients → Care Guides",[135,10097,10098],{},"Care guides are your proprietary pre-care and post-care instructions: what to do before a peel, how to look after skin afterwards, when to call.",[203,10100,10102],{"id":10101},"how-theyre-shared","How they're shared",[530,10104,10105],{},[135,10106,10107,10108,10111],{},"Care guides are shared ",[144,10109,10110],{},"only"," through tokenised links, one per client, and are never indexed by search engines. Your protocols don't end up on Google.",[135,10113,10114],{},"Each client gets their own unique link they can bookmark and re-read. Links carry a default expiry, set per guide.",[203,10116,9993],{"id":10117},"create-one-1",[135,10119,10120,10121,10123],{},"Author it once and reuse it for every client receiving that treatment. Set a ",[144,10122,5353],{}," — Pre-care, Post-care, or General — and publish it when it's ready. Drafts aren't sendable.",[135,10125,10126],{},"The list shows how many times each guide was sent this month and when it was last updated, so you can see which ones are actually earning their place.",[203,10128,10044],{"id":10129},"sending-1",[135,10131,10132,10133,10135],{},"Send from the guide itself, from a client's profile, or from the ",[144,10134,1756],{}," button in the top bar — the same picker that handles forms and emails.",[203,10137,10139],{"id":10138},"deleting","Deleting",[1334,10141,10142],{},[135,10143,10144,10145,10148],{},"Deleting a care guide also ",[144,10146,10147],{},"invalidates every active client link",". Anyone who bookmarked it loses access. Unpublish instead if you just want to stop sending it.",[149,10150,10152],{"id":10151},"which-one-to-use","Which one to use",[157,10154,10155,10165],{},[160,10156,10157],{},[163,10158,10159,10162],{},[166,10160,10161],{},"You want to…",[166,10163,10164],{},"Use",[173,10166,10167,10175,10183,10190],{},[163,10168,10169,10172],{},[178,10170,10171],{},"Send a one-off message to a client",[178,10173,10174],{},"Email template, or compose custom",[163,10176,10177,10180],{},[178,10178,10179],{},"Give a client instructions they'll re-read",[178,10181,10182],{},"Care guide",[163,10184,10185,10188],{},[178,10186,10187],{},"Change what an automatic email says",[178,10189,10063],{},[163,10191,10192,10195],{},[178,10193,10194],{},"Reach a whole segment at once",[178,10196,10197],{},[221,10198,10199],{"href":5287},"Campaign",{"title":363,"searchDepth":22,"depth":22,"links":10201},[10202,10209,10210,10216],{"id":9980,"depth":22,"text":9981,"children":10203},[10204,10205,10206,10207,10208],{"id":9992,"depth":32,"text":9993},{"id":10010,"depth":32,"text":10011},{"id":10023,"depth":32,"text":10024},{"id":10037,"depth":32,"text":7054},{"id":10043,"depth":32,"text":10044},{"id":10062,"depth":22,"text":10063},{"id":10089,"depth":22,"text":10090,"children":10211},[10212,10213,10214,10215],{"id":10101,"depth":32,"text":10102},{"id":10117,"depth":32,"text":9993},{"id":10129,"depth":32,"text":10044},{"id":10138,"depth":32,"text":10139},{"id":10151,"depth":22,"text":10152},"Write reusable emails with variables, customise the built-in system emails, and share pre- and post-care guides by private link.","i-lucide-mail",[],{},"\u002Fhelp\u002Fclients\u002Femails-and-care-guides",[1542,5287],{"title":9975,"description":10217},"help\u002Fclients\u002Femails-and-care-guides","OlccewbPcB5jPcdyLOwNXyAOkB8Jrhok8Z9cVR1CY_o",{"id":10227,"title":10228,"audience":7,"body":10229,"category":13,"description":10383,"draft":387,"extension":388,"icon":10384,"keywords":10385,"meta":10386,"navigation":398,"order":9289,"path":1805,"related":10387,"seo":10388,"stem":10389,"updatedAt":1545,"__hash__":10390},"help\u002Fhelp\u002Fgetting-started\u002Fyour-day-in-workroom.md","Your day in Owneli",{"type":132,"value":10230,"toc":10368},[10231,10236,10240,10246,10249,10253,10256,10259,10262,10266,10269,10280,10283,10287,10297,10305,10309,10317,10321,10324,10328],[135,10232,10233,10235],{},[144,10234,726],{}," is the first screen you open and the last one you check. It answers one question: what does this shift need from me right now?",[149,10237,10239],{"id":10238},"clock-in","Clock in",[135,10241,10242,10243,212],{},"The clock-in widget sits at the top. Tap it when you arrive and again when you leave. Those punches become your timesheet — see ",[221,10244,10245],{"href":3611},"Shifts, timesheets and time off",[135,10247,10248],{},"If a shift is scheduled for you today, the widget shows it, so you can tell at a glance whether you're early, late, or on a day you weren't rostered.",[149,10250,10252],{"id":10251},"todays-schedule","Today's schedule",[135,10254,10255],{},"Below the clock-in you'll see the day's appointments as a list — time, client, service, and the assigned provider.",[135,10257,10258],{},"What you see depends on your role. A provider on a staff-tier role sees their own column; a manager or admin sees the whole floor. That isn't a setting on this page — it's the data scope attached to your role.",[135,10260,10261],{},"Each row carries its arrival state, so you can tell who has arrived, who is mid-service, and who hasn't turned up. Tap a row to open the full appointment.",[149,10263,10265],{"id":10264},"action-required","Action required",[135,10267,10268],{},"Anything waiting on a human decision surfaces here rather than in a badge you have to hunt for:",[716,10270,10271,10274,10277],{},[719,10272,10273],{},"Notes and policies you haven't acknowledged yet",[719,10275,10276],{},"Forms sent to clients that are still outstanding",[719,10278,10279],{},"Time-off requests waiting on approval (if you approve them)",[135,10281,10282],{},"Clearing this section is the daily habit that keeps the rest of the app honest.",[149,10284,10286],{"id":10285},"the-numbers","The numbers",[135,10288,9519,10289,10292,10293,10296],{},[144,10290,10291],{},"At a glance"," strip closes the page — forms awaiting completion, the completion rate, total clients, and this week's emails — next to a ",[144,10294,10295],{},"My tips"," card with today's and the period's tips, split cash and card. Like the schedule, what you see follows your role's data scope.",[276,10298,10299],{},[135,10300,10301,10302,10304],{},"The tiles are a pulse check, not a report. When you want to actually analyse something, go to ",[144,10303,1818],{},", where every number can be filtered, compared to a previous period, and exported.",[149,10306,10308],{"id":10307},"the-setup-checklist","The setup checklist",[135,10310,10311,10312,10314,10315,212],{},"On a new business a ",[144,10313,6485],{}," card sits at the top of Today until the required items are done. See ",[221,10316,6477],{"href":1804},[149,10318,10320],{"id":10319},"walk-ins","Walk-ins",[135,10322,10323],{},"If someone arrives without an appointment, there's a walk-in action right on Today — it opens a short drawer where you pick the service and provider and drop them onto the calendar without leaving the page.",[149,10325,10327],{"id":10326},"the-rhythm-most-people-settle-into","The rhythm most people settle into",[200,10329,10330,10333,10336,10340,10343,10347,10350,10354,10360,10362],{},[203,10331,10239],{"id":10332},"clock-in-1",[135,10334,10335],{},"First thing on arrival, before anything else.",[203,10337,10339],{"id":10338},"skim-the-schedule","Skim the schedule",[135,10341,10342],{},"Read the day top to bottom. Note the gaps and anyone flagged as a new client.",[203,10344,10346],{"id":10345},"clear-action-required","Clear \"action required\"",[135,10348,10349],{},"Acknowledge notes and policies, chase outstanding forms.",[203,10351,10353],{"id":10352},"work-from-the-calendar","Work from the Calendar",[135,10355,10356,10357,10359],{},"Once the day starts, ",[144,10358,1573],{}," is the surface you live on. Come back to Today at close.",[203,10361,1170],{"id":1169},[135,10363,10364,10365,212],{},"Clock out, and if you handle cash, close and count the drawer under ",[144,10366,10367],{},"POS → Cash drawer",{"title":363,"searchDepth":22,"depth":22,"links":10369},[10370,10371,10372,10373,10374,10375,10376],{"id":10238,"depth":22,"text":10239},{"id":10251,"depth":22,"text":10252},{"id":10264,"depth":22,"text":10265},{"id":10285,"depth":22,"text":10286},{"id":10307,"depth":22,"text":10308},{"id":10319,"depth":22,"text":10320},{"id":10326,"depth":22,"text":10327,"children":10377},[10378,10379,10380,10381,10382],{"id":10332,"depth":32,"text":10239},{"id":10338,"depth":32,"text":10339},{"id":10345,"depth":32,"text":10346},{"id":10352,"depth":32,"text":10353},{"id":1169,"depth":32,"text":1170},"What Today shows you, how clocking in works, and the order most people work the screen.","i-lucide-sun",[],{},[1802,912,3611],{"title":10228,"description":10383},"help\u002Fgetting-started\u002Fyour-day-in-workroom","me2_vq38GhsoCNIZzgBqkr9gpifNz2X__EF72kAWJSo",{"id":10392,"title":10393,"audience":7,"body":10394,"category":83,"description":10718,"draft":387,"extension":388,"icon":10719,"keywords":10720,"meta":10721,"navigation":398,"order":9289,"path":6926,"related":10722,"seo":10723,"stem":10724,"updatedAt":1545,"__hash__":10725},"help\u002Fhelp\u002Fgrowth\u002Fautomations.md","Automations",{"type":132,"value":10395,"toc":10700},[10396,10401,10404,10408,10411,10415,10418,10463,10467,10490,10494,10501,10505,10522,10526,10534,10538,10543,10547,10567,10571,10574,10593,10596,10600,10603,10607,10612,10622,10635,10638,10646,10650,10653,10656,10660,10669,10672,10678,10682,10697],[135,10397,10398],{},[144,10399,10400],{},"Growth → Automations",[135,10402,10403],{},"Automations are the messages that go out without anyone pressing send: reminders, confirmations, review requests, birthday notes. You configure them once.",[149,10405,10407],{"id":10406},"the-catalogue","The catalogue",[135,10409,10410],{},"Automations are grouped by what they're for.",[203,10412,10414],{"id":10413},"reminders","Reminders",[135,10416,10417],{},"Nudge clients before their visit so fewer no-show.",[157,10419,10420,10430],{},[160,10421,10422],{},[163,10423,10424,10427],{},[166,10425,10426],{},"Automation",[166,10428,10429],{},"Default",[173,10431,10432,10442,10454],{},[163,10433,10434,10439],{},[178,10435,10436],{},[144,10437,10438],{},"48-hour reminder",[178,10440,10441],{},"Off",[163,10443,10444,10449],{},[178,10445,10446],{},[144,10447,10448],{},"24-hour reminder",[178,10450,10451],{},[144,10452,10453],{},"On",[163,10455,10456,10461],{},[178,10457,10458],{},[144,10459,10460],{},"3-hour reminder",[178,10462,10441],{},[203,10464,10466],{"id":10465},"appointment-updates","Appointment updates",[135,10468,10469,10470,1295,10473,1295,10476,1295,10478,1295,10481,1295,10484,1295,10487,212],{},"Keep clients in the loop as their booking changes: ",[144,10471,10472],{},"New appointment",[144,10474,10475],{},"Rescheduled",[144,10477,790],{},[144,10479,10480],{},"No-show follow-up",[144,10482,10483],{},"Thank you for visiting",[144,10485,10486],{},"Thank you for tipping",[144,10488,10489],{},"Aftercare",[203,10491,10493],{"id":10492},"feedback-reviews","Feedback & reviews",[135,10495,10496,3892,10499,212],{},[144,10497,10498],{},"Review request",[221,10500,6652],{"href":6924},[203,10502,10504],{"id":10503},"increase-bookings","Increase bookings",[135,10506,10507,1295,10510,1295,10513,1295,10516,1295,10519,212],{},[144,10508,10509],{},"Rebook reminder",[144,10511,10512],{},"Expiring benefits",[144,10514,10515],{},"Birthday",[144,10517,10518],{},"Win-back",[144,10520,10521],{},"Reward loyal clients",[203,10523,10525],{"id":10524},"waitlist-updates","Waitlist updates",[135,10527,10528,699,10531,212],{},[144,10529,10530],{},"Added to waitlist",[144,10532,10533],{},"A slot opened up",[203,10535,10537],{"id":10536},"milestones","Milestones",[135,10539,10540,212],{},[144,10541,10542],{},"Welcome new clients",[203,10544,10546],{"id":10545},"client-loyalty","Client loyalty",[135,10548,10549,1295,10552,1295,10555,1295,10558,1295,10561,1295,10564,212],{},[144,10550,10551],{},"Points earned",[144,10553,10554],{},"New tier reached",[144,10556,10557],{},"Reward available",[144,10559,10560],{},"Referral friend booked",[144,10562,10563],{},"Referral reward available",[144,10565,10566],{},"Referred friend welcome",[149,10568,10570],{"id":10569},"configuring-one","Configuring one",[135,10572,10573],{},"Open an automation from the catalogue and you can set:",[716,10575,10576,10581,10587],{},[719,10577,10578],{},[144,10579,10580],{},"On or off",[719,10582,10583,10586],{},[144,10584,10585],{},"Channels"," — email, SMS, or both. Not every automation is SMS-capable; the ones that are say so.",[719,10588,10589,10592],{},[144,10590,10591],{},"The content"," — each automation has an email behind it, and the catalogue card previews what the message leads with",[135,10594,10595],{},"Roughly half the catalogue is on by default — the ones nearly every business wants, like the 24-hour reminder and the booking confirmation. The rest are opt-in.",[149,10597,10599],{"id":10598},"per-appointment-overrides","Per-appointment overrides",[135,10601,10602],{},"Some automations can be overridden for a single booking, from the appointment's automations panel. Use it for the client who has explicitly asked not to be reminded, without turning reminders off for everyone.",[149,10604,10606],{"id":10605},"quiet-hours","Quiet hours",[317,10608,10609],{},[135,10610,10611],{},"A 2am appointment reminder is exactly as unwelcome as a 2am marketing text. Every client-facing send passes through the same quiet-hours gate.",[135,10613,10614,10615,10617,10618,10621],{},"Quiet hours are a local-time window during which messages are ",[144,10616,1181],{}," sent. The default sendable window is ",[144,10619,10620],{},"9:00 to 20:00"," in your business's timezone.",[716,10623,10624,10630],{},[719,10625,10626,10629],{},[144,10627,10628],{},"SMS"," inside quiet hours is held by the queue.",[719,10631,10632,10634],{},[144,10633,8020],{}," reminders and retention nudges have their scheduled time pushed forward, so they go out the moment the window reopens rather than overnight.",[135,10636,10637],{},"The window is resolved in your business's own timezone, never the server's, and a location can carry its own override.",[530,10639,10640],{},[135,10641,10642,10643,10645],{},"Transactional messages — a booking confirmation, a cancellation notice, a receipt — are ",[144,10644,1181],{}," deferred. Someone who books at 11pm gets their confirmation at 11pm, because a confirmation that arrives nine hours late is worse than one that arrives at a bad hour. Only reminders and marketing defer.",[149,10647,10649],{"id":10648},"consent","Consent",[135,10651,10652],{},"Marketing consent is separate from appointment notifications, and both are per-client. Turning on appointment SMS for a client is not permission to send them campaigns.",[135,10654,10655],{},"Clients can opt out of appointment emails, appointment SMS, and birthday messages independently, from their profile or from their own account.",[149,10657,10659],{"id":10658},"sms-costs","SMS costs",[135,10661,10662,10663,10665,10666,212],{},"SMS is charged per segment against a messaging balance. If the balance runs out, SMS stops sending while email continues — check the balance shown at the top of ",[144,10664,10393],{},", or top up under ",[144,10667,10668],{},"Settings → Billing → Messaging wallet",[149,10670,2315],{"id":10671},"history",[135,10673,10674,10675,10677],{},"Each automation has a ",[144,10676,2315],{}," view showing what actually fired and when, which is the fastest way to answer \"did the reminder go out?\" without guessing.",[149,10679,10681],{"id":10680},"automations-versus-campaigns","Automations versus campaigns",[135,10683,10684,10685,10688,10689,10692,10693,10696],{},"An automation is ",[144,10686,10687],{},"triggered"," — it fires when something happens to one client. A ",[221,10690,10691],{"href":5287},"campaign"," is ",[144,10694,10695],{},"broadcast"," — you choose an audience and a time, and it goes to all of them at once.",[135,10698,10699],{},"If your sentence has \"when\", it's an automation. If it has \"everyone who\", it's a campaign.",{"title":363,"searchDepth":22,"depth":22,"links":10701},[10702,10711,10712,10713,10714,10715,10716,10717],{"id":10406,"depth":22,"text":10407,"children":10703},[10704,10705,10706,10707,10708,10709,10710],{"id":10413,"depth":32,"text":10414},{"id":10465,"depth":32,"text":10466},{"id":10492,"depth":32,"text":10493},{"id":10503,"depth":32,"text":10504},{"id":10524,"depth":32,"text":10525},{"id":10536,"depth":32,"text":10537},{"id":10545,"depth":32,"text":10546},{"id":10569,"depth":22,"text":10570},{"id":10598,"depth":22,"text":10599},{"id":10605,"depth":22,"text":10606},{"id":10648,"depth":22,"text":10649},{"id":10658,"depth":22,"text":10659},{"id":10671,"depth":22,"text":2315},{"id":10680,"depth":22,"text":10681},"The messages Owneli sends on your behalf — what's in the catalogue, which are on by default, and how quiet hours protect your clients.","i-lucide-zap",[],{},[5287,6924,914],{"title":10393,"description":10718},"help\u002Fgrowth\u002Fautomations","6qmwAeW884UxJXhOv2aDJYzANfkzJswWmv-Rlu9Kxrw",{"id":10727,"title":10728,"audience":7,"body":10729,"category":63,"description":11008,"draft":387,"extension":388,"icon":7965,"keywords":11009,"meta":11010,"navigation":398,"order":9289,"path":2458,"related":11011,"seo":11012,"stem":11013,"updatedAt":918,"__hash__":11014},"help\u002Fhelp\u002Foperations\u002Fpolicies.md","Policies — reading, signing, and authoring",{"type":132,"value":10730,"toc":10998},[10731,10736,10739,10745,10749,10752,10755,10760,10766,10771,10775,10782,10850,10859,10863,10884,10888,10891,10895,10904,10910,10913,10917,10923,10926,10933,10937,10993],[135,10732,10733],{},[144,10734,10735],{},"Operations → Policies",[135,10737,10738],{},"Policies are the HR and compliance layer — code of conduct, health and safety, privacy, harassment, attendance, social media, confidentiality, the employee handbook.",[135,10740,10741,10742,10744],{},"They sit in ",[144,10743,58],{},", not in Settings, because every employee has to read and sign them. Only authoring is restricted.",[149,10746,10748],{"id":10747},"if-youre-an-employee","If you're an employee",[135,10750,10751],{},"You need to do two things: read the policy, and acknowledge it.",[135,10753,10754],{},"When a policy that requires acknowledgment is published — or its version is bumped — you're prompted to sign at your next sign-in. Read it, then acknowledge.",[317,10756,10757],{},[135,10758,10759],{},"Your signature and its timestamp are permanently logged against the exact version you signed. That record is the point of the feature: it's what proves the business told you, and what proves you read it.",[135,10761,10762,10763,10765],{},"You can revisit any policy at any time from ",[144,10764,10735],{},". If you can read but not author, the sidebar shows a small eye icon next to the link — that's expected, not a fault.",[530,10767,10768],{},[135,10769,10770],{},"Acknowledgment prompts are skipped on read-only reporting pages, so a manager reviewing numbers isn't blocked by an HR overlay on every report. The prompt still reaches you everywhere else, and the notification bell keeps the item visible.",[149,10772,10774],{"id":10773},"if-you-author-policies","If you author policies",[135,10776,10777,10778,10781],{},"Authoring needs the policy-management permission. ",[144,10779,10780],{},"New policy"," offers five ways in:",[157,10783,10784,10794],{},[160,10785,10786],{},[163,10787,10788,10791],{},[166,10789,10790],{},"Route",[166,10792,10793],{},"Use it when",[173,10795,10796,10806,10816,10830,10840],{},[163,10797,10798,10803],{},[178,10799,10800],{},[144,10801,10802],{},"Start from a template",[178,10804,10805],{},"You want a solid starting draft. Templates prefill your business name, HR contact and jurisdiction.",[163,10807,10808,10813],{},[178,10809,10810],{},[144,10811,10812],{},"AI Policy Studio",[178,10814,10815],{},"You want a draft generated from a description. Only available when the AI assistant is enabled for your business.",[163,10817,10818,10823],{},[178,10819,10820],{},[144,10821,10822],{},"Upload a document",[178,10824,10825,10826,10829],{},"You already have the policy as a PDF, ",[139,10827,10828],{},".docx",", or HTML file.",[163,10831,10832,10837],{},[178,10833,10834],{},[144,10835,10836],{},"Paste HTML",[178,10838,10839],{},"You're bringing it from another system. The pasted markup is sanitised before it's stored.",[163,10841,10842,10847],{},[178,10843,10844],{},[144,10845,10846],{},"Blank",[178,10848,10849],{},"You'd rather write it yourself.",[135,10851,10852,10853,699,10855,10858],{},"Uploads accept PDF, ",[139,10854,10828],{},[139,10856,10857],{},".html"," only, and are size-limited — the editor tells you the maximum.",[203,10860,10862],{"id":10861},"fields","Fields",[716,10864,10865,10872,10878],{},[719,10866,10867,10869,10870],{},[144,10868,2217],{}," and optional ",[144,10871,5353],{},[719,10873,10874,10877],{},[144,10875,10876],{},"Summary"," — a one-liner shown in lists and on the acknowledgment overlay. Worth writing well; for many staff it's the only part they read carefully.",[719,10879,10880,10883],{},[144,10881,10882],{},"Require acknowledgment"," — when on, every employee must sign it at next login",[203,10885,10887],{"id":10886},"draft-then-publish","Draft, then publish",[135,10889,10890],{},"A new policy is created as a draft. Review it — particularly the extracted text from an upload or the sanitised output of a paste — and publish when you're satisfied.",[203,10892,10894],{"id":10893},"versions-and-re-acknowledgment","Versions and re-acknowledgment",[530,10896,10897],{},[135,10898,10899,10900,10903],{},"Bumping a policy's version ",[144,10901,10902],{},"resets everyone's acknowledgment"," and asks the whole team to sign again. That's correct for a substantive change and wasteful for a typo. Save the version bump for changes that alter what someone is agreeing to.",[135,10905,10906,10907],{},"When you edit and re-publish with a version bump, the app confirms it: ",[4543,10908,10909],{},"\"Version bumped. Team must re-acknowledge.\"",[135,10911,10912],{},"You can also replace the attached file on an uploaded policy — the signature record then attaches to the file you uploaded.",[149,10914,10916],{"id":10915},"compliance-tracking","Compliance tracking",[135,10918,10919,10922],{},[144,10920,10921],{},"Compliance"," (admin only) shows, per employee: how many policies they've acknowledged, out of how many, as a percentage — plus exactly which ones are missing.",[135,10924,10925],{},"A policy someone signed at an older version is flagged separately from one they've never signed, so you can tell \"hasn't read it at all\" from \"read the previous edition\".",[135,10927,10928,10929,10932],{},"Filter to ",[144,10930,10931],{},"only missing"," to get your chase list.",[149,10934,10936],{"id":10935},"policies-versus-notes","Policies versus notes",[157,10938,10939,10949],{},[160,10940,10941],{},[163,10942,10943,10945,10947],{},[166,10944],{},[166,10946,2407],{},[166,10948,2345],{},[173,10950,10951,10962,10972,10983],{},[163,10952,10953,10956,10959],{},[178,10954,10955],{},"Subject",[178,10957,10958],{},"Conduct, safety obligations, privacy, employment",[178,10960,10961],{},"How to do the work",[163,10963,10964,10967,10970],{},[178,10965,10966],{},"Who can author",[178,10968,10969],{},"Policy-management permission only",[178,10971,2427],{},[163,10973,10974,10977,10980],{},[178,10975,10976],{},"Who can read",[178,10978,10979],{},"Everyone with policy view",[178,10981,10982],{},"Depends on the note's visibility",[163,10984,10985,10987,10990],{},[178,10986,6237],{},[178,10988,10989],{},"Permanently logged against the version",[178,10991,10992],{},"Acknowledgment logged, optional per note",[135,10994,10995,10996,212],{},"If it would go in an employee handbook, it's a policy. If it would go on a laminated card by the machine, it's a ",[221,10997,317],{"href":2474},{"title":363,"searchDepth":22,"depth":22,"links":10999},[11000,11001,11006,11007],{"id":10747,"depth":22,"text":10748},{"id":10773,"depth":22,"text":10774,"children":11002},[11003,11004,11005],{"id":10861,"depth":32,"text":10862},{"id":10886,"depth":32,"text":10887},{"id":10893,"depth":32,"text":10894},{"id":10915,"depth":22,"text":10916},{"id":10935,"depth":22,"text":10936},"What every employee has to do with a policy, how authors create one from a template, upload or paste, and how compliance is tracked.",[],{},[2474,3613],{"title":10728,"description":11008},"help\u002Foperations\u002Fpolicies","Olc7gRagEd7UYBUv2Ug9gJ9Km9IBKV4mIQ6NWjhd-7w",{"id":11016,"title":11017,"audience":109,"body":11018,"category":124,"description":11111,"draft":387,"extension":388,"icon":581,"keywords":11112,"meta":11118,"navigation":398,"order":9289,"path":11119,"related":11120,"seo":11121,"stem":11122,"updatedAt":403,"__hash__":11123},"help\u002Fhelp\u002Fportal\u002Fbook-your-next-appointment.md","Book your next appointment from your account",{"type":132,"value":11019,"toc":11099},[11020,11029,11033,11063,11071,11073,11077,11080,11084,11092,11096],[135,11021,11022,11023,11026,11027,212],{},"Sign in to your account and tap ",[144,11024,11025],{},"Book a visit"," — you're taken to the venue's booking page with your name and email already filled in, and the finished booking appears in your ",[144,11028,1439],{},[149,11030,11032],{"id":11031},"how-do-i-book-from-my-account","How do I book from my account?",[200,11034,11035,11039,11046,11050,11053,11057],{},[203,11036,11038],{"id":11037},"sign-in-and-tap-book-a-visit","Sign in and tap Book a visit",[135,11040,11041,11042,11045],{},"It's on your account home (and ",[144,11043,11044],{},"Book"," in the menu).",[203,11047,11049],{"id":11048},"you-land-on-the-booking-page-pre-filled","You land on the booking page, pre-filled",[135,11051,11052],{},"Your name and email are entered for you, so you skip the typing. Because you book with your sign-in email, the visit is matched to your account.",[203,11054,11056],{"id":11055},"book-as-normal","Book as normal",[135,11058,11059,11060,212],{},"Pick a service, a professional (or anyone available), and a time, then confirm. The full walkthrough — including deposits and cards — is in ",[221,11061,11062],{"href":590},"Book an appointment online",[276,11064,11065],{},[135,11066,11067,11068,11070],{},"Use your account with more than one business? Booking starts from whichever venue you're currently viewing — switch venues in ",[144,11069,2646],{}," first to book somewhere else.",[149,11072,325],{"id":324},[203,11074,11076],{"id":11075},"why-does-the-book-button-say-my-account-isnt-linked","Why does the Book button say my account isn't linked?",[135,11078,11079],{},"Your sign-in email doesn't match a client record at the venue. Sign in with the email you've booked with before, or book from the venue's public page using that same email.",[203,11081,11083],{"id":11082},"will-the-booking-show-in-my-history","Will the booking show in my history?",[135,11085,11086,11087,11091],{},"Yes — as long as you book with your sign-in email, it appears in ",[221,11088,11090],{"href":11089},"\u002Fhelp\u002Fportal\u002Fyour-appointments","Your appointments"," right after you confirm.",[203,11093,11095],{"id":11094},"do-i-have-to-book-through-my-account","Do I have to book through my account?",[135,11097,11098],{},"No. The venue's public booking page works without any account — your account just saves the typing and keeps everything in one place.",{"title":363,"searchDepth":22,"depth":22,"links":11100},[11101,11106],{"id":11031,"depth":22,"text":11032,"children":11102},[11103,11104,11105],{"id":11037,"depth":32,"text":11038},{"id":11048,"depth":32,"text":11049},{"id":11055,"depth":32,"text":11056},{"id":324,"depth":22,"text":325,"children":11107},[11108,11109,11110],{"id":11075,"depth":32,"text":11076},{"id":11082,"depth":32,"text":11083},{"id":11094,"depth":32,"text":11095},"How to book your next salon or clinic visit from your online account — your details come pre-filled and the booking lands in your visit history.",[11113,11114,11115,11116,11117],"book appointment from my account","rebook my appointment online","book next visit salon","client portal booking","book again same salon",{},"\u002Fhelp\u002Fportal\u002Fbook-your-next-appointment",[11089,590],{"title":11017,"description":11111},"help\u002Fportal\u002Fbook-your-next-appointment","rcOlr2PCwKQ8h8ZZE0_40YC75l2vUL51WI2bR0UgOy8",{"id":11125,"title":2676,"audience":7,"body":11126,"category":53,"description":11355,"draft":387,"extension":388,"icon":50,"keywords":11356,"meta":11363,"navigation":398,"order":9289,"path":1201,"related":11364,"seo":11365,"stem":11366,"updatedAt":1545,"__hash__":11367},"help\u002Fhelp\u002Fretail\u002Fgift-cards.md",{"type":132,"value":11127,"toc":11344},[11128,11133,11136,11140,11184,11188,11198,11205,11208,11212,11215,11224,11228,11234,11237,11241,11290,11293,11297,11306,11309,11312,11315,11319,11322,11324],[135,11129,11130],{},[144,11131,11132],{},"Retail → Gift cards",[135,11134,11135],{},"Cards sold at checkout appear here automatically. Issuing one directly from this page is for comps and goodwill — the apology card, the influencer gift, the staff perk.",[149,11137,11139],{"id":11138},"the-three-numbers-at-the-top","The three numbers at the top",[157,11141,11142,11152],{},[160,11143,11144],{},[163,11145,11146,11149],{},[166,11147,11148],{},"Tile",[166,11150,11151],{},"What it means",[173,11153,11154,11164,11174],{},[163,11155,11156,11161],{},[178,11157,11158],{},[144,11159,11160],{},"Outstanding",[178,11162,11163],{},"Total balance on active cards. This is a liability — money you've been paid for work you still owe.",[163,11165,11166,11171],{},[178,11167,11168],{},[144,11169,11170],{},"Active cards",[178,11172,11173],{},"How many cards can currently be redeemed.",[163,11175,11176,11181],{},[178,11177,11178],{},[144,11179,11180],{},"Redeemed total",[178,11182,11183],{},"All-time gift card spend.",[149,11185,11187],{"id":11186},"issue-a-card","Issue a card",[135,11189,4213,11190,11193,11194,11197],{},[144,11191,11192],{},"Issue card",", then pick an amount — a preset ($25 to $250) or a custom figure — and optionally a recipient name, email, and gift message, plus which locations the card is valid at. If you supply a recipient email, the card is delivered to them, and you can ",[144,11195,11196],{},"Resend to recipient"," from the list later.",[135,11199,11200,11201,11204],{},"Designs — Birthday, Thank You, Congrats, Holiday, Minimal, Spa — are chosen when a card is ",[144,11202,11203],{},"sold",", at checkout or on your online store, not when you issue one from this page.",[135,11206,11207],{},"Each card gets a unique code. Codes are shown in a monospaced style everywhere, because people read them aloud and type them in.",[149,11209,11211],{"id":11210},"sell-one-at-checkout","Sell one at checkout",[135,11213,11214],{},"Add a gift card to the cart like any other item. The client pays, and the card is issued.",[317,11216,11217],{},[135,11218,1112,11219,1116,11221,11223],{},[144,11220,1115],{},[144,11222,1119],{}," a gift card. Redeeming one card to buy another moves balance around with no audit trail, so that tender is removed from the list for those sales.",[149,11225,11227],{"id":11226},"redeem-a-card","Redeem a card",[135,11229,11230,11231,11233],{},"At checkout, choose ",[144,11232,1064],{}," and enter the code. The balance is applied up to whatever is owed.",[135,11235,11236],{},"If the card doesn't cover the whole sale, the remainder stays on the sale and you collect it with another tender — the screen tells you exactly how much was applied and how much is left.",[149,11238,11240],{"id":11239},"card-states","Card states",[157,11242,11243,11251],{},[160,11244,11245],{},[163,11246,11247,11249],{},[166,11248,3425],{},[166,11250,3428],{},[173,11252,11253,11262,11272,11281],{},[163,11254,11255,11259],{},[178,11256,11257],{},[144,11258,6877],{},[178,11260,11261],{},"Has a balance and can be redeemed",[163,11263,11264,11269],{},[178,11265,11266],{},[144,11267,11268],{},"Depleted",[178,11270,11271],{},"Spent down to zero",[163,11273,11274,11278],{},[178,11275,11276],{},[144,11277,6378],{},[178,11279,11280],{},"Passed its expiry date",[163,11282,11283,11287],{},[178,11284,11285],{},[144,11286,3477],{},[178,11288,11289],{},"Cancelled by an admin",[135,11291,11292],{},"The card detail panel shows a full ledger — issued, redeemed, refunded, adjusted — so you can always answer \"where did this balance go?\"",[149,11294,11296],{"id":11295},"voiding-a-card","Voiding a card",[1334,11298,11299],{},[135,11300,11301,11302,11305],{},"Voiding clears the remaining balance and stops the card being redeemed. ",[144,11303,11304],{},"It can't be undone."," Use it for a card issued in error or one you have good reason to believe is compromised — not as a way to tidy up old balances.",[149,11307,6243],{"id":11308},"expiry",[135,11310,11311],{},"Cards can carry an expiry date or none. The card's detail panel shows the exact date and flags a card that has expired or is about to.",[135,11313,11314],{},"Gift-card expiry is regulated in many places, and the rules vary by jurisdiction. Setting expiry dates is a decision for your business and its advisers, not a default Owneli picks for you.",[149,11316,11318],{"id":11317},"checking-a-balance","Checking a balance",[135,11320,11321],{},"Clients can check a card's balance from their own link without signing in. Card holders with a portal account also see their cards on the portal wallet.",[149,11323,2983],{"id":2982},[716,11325,11326,11332,11338],{},[719,11327,11328,11331],{},[144,11329,11330],{},"Growth → Reports → Gift card liability"," — outstanding balance over time, the number your accountant will ask for",[719,11333,11334,11337],{},[144,11335,11336],{},"Growth → Reports → Gift cards"," — issued, redeemed, and expired",[719,11339,11340,11343],{},[144,11341,11342],{},"Growth → Reports → Liability activity"," — movement in and out of the liability",{"title":363,"searchDepth":22,"depth":22,"links":11345},[11346,11347,11348,11349,11350,11351,11352,11353,11354],{"id":11138,"depth":22,"text":11139},{"id":11186,"depth":22,"text":11187},{"id":11210,"depth":22,"text":11211},{"id":11226,"depth":22,"text":11227},{"id":11239,"depth":22,"text":11240},{"id":11295,"depth":22,"text":11296},{"id":11308,"depth":22,"text":6243},{"id":11317,"depth":22,"text":11318},{"id":2982,"depth":22,"text":2983},"Issue a card, redeem it at checkout, and keep an eye on outstanding balance — which is money you owe.",[11357,11358,11359,11360,11361,11362],"set up gift cards","issue a gift card","sell a gift card","redeem a gift card at checkout","void a gift card","gift card codes",{},[1197,3043],{"title":2676,"description":11355},"help\u002Fretail\u002Fgift-cards","WTjbxu6jyC4-LUh3lODS8-nMZHbB8qavZEFl5jvlH_I",{"id":11369,"title":11370,"audience":7,"body":11371,"category":93,"description":11725,"draft":387,"extension":388,"icon":11726,"keywords":11727,"meta":11728,"navigation":398,"order":9289,"path":1380,"related":11729,"seo":11730,"stem":11731,"updatedAt":918,"__hash__":11732},"help\u002Fhelp\u002Fsettings\u002Fimport-your-data.md","Import your data from Fresha or another system",{"type":132,"value":11372,"toc":11701},[11373,11377,11384,11388,11392,11409,11422,11426,11429,11433,11436,11456,11460,11587,11591,11594,11603,11607,11613,11618,11622,11637,11641,11644,11677,11681],[135,11374,11375],{},[144,11376,1376],{},[135,11378,11379,11380,11383],{},"The importer is built around one promise: ",[144,11381,11382],{},"nothing is written until you've seen exactly what will happen."," Every column in every file is shown with your own sample data beside it, a dry run tells you what would be created and what would be matched, and the whole thing can be undone in a single click afterwards.",[149,11385,11387],{"id":11386},"get-your-files-out","Get your files out",[203,11389,11391],{"id":11390},"from-fresha","From Fresha",[716,11393,11394,11399,11403],{},[719,11395,11396,11398],{},[144,11397,1264],{}," → Options → Export to CSV",[719,11400,11401,11398],{},[144,11402,1638],{},[719,11404,11405,11406,11408],{},"Everything else via ",[144,11407,7663],{},": Service list, Product list, Membership list, Waitlist detail, Stock movement summary, Appointment list, Sales log detail",[530,11410,11411],{},[135,11412,11413,11414,11417,11418,11421],{},"Set every date range to ",[144,11415,11416],{},"All Time",", and always export the ",[144,11419,11420],{},"detail"," report, not the summary. A summary report is one row of totals and percentages — the importer will recognise it and refuse it, telling you to fetch the detail version instead.",[203,11423,11425],{"id":11424},"from-anything-else","From anything else",[135,11427,11428],{},"Upload a CSV or Excel file with a header row and one row per record. Owneli detects what the file is and shows you every column before anything is written. Up to 15,000 rows per file.",[149,11430,11432],{"id":11431},"what-wont-come-across","What won't come across",[135,11434,11435],{},"Three things, and it's worth knowing why before you start:",[716,11437,11438,11444,11450],{},[719,11439,11440,11443],{},[144,11441,11442],{},"Saved cards."," For PCI reasons card details move processor-to-processor, never through a file. You re-collect them.",[719,11445,11446,11449],{},[144,11447,11448],{},"Forms, consents and photos."," These aren't part of a standard export from any of these platforms.",[719,11451,11452,11455],{},[144,11453,11454],{},"Mid-cycle membership billing."," Never resumed automatically. See the warning below.",[149,11457,11459],{"id":11458},"the-four-steps","The four steps",[200,11461,11462,11466,11469,11472,11476,11479,11482,11502,11505,11509,11512,11565,11568,11571,11577,11581,11584],{},[203,11463,11465],{"id":11464},"source","Source",[135,11467,11468],{},"Tell Owneli where the data came from — Fresha, Zenoti, Mangomint, or a generic CSV — so it recognises the file layout. Then drop your files in.",[135,11470,11471],{},"Each file is analysed and labelled with what it appears to be. If a file can't be read as a list of records, it's marked as such and skipped; your other files are unaffected. Anything the importer isn't sure about, you'll set by hand on the next step.",[203,11473,11475],{"id":11474},"map-columns","Map columns",[135,11477,11478],{},"Every column in every file is listed, next to your own sample values, with the field it will import into. A column with no destination is a column you chose to leave out — never a silent drop.",[135,11480,11481],{},"Three kinds of column:",[716,11483,11484,11490,11496],{},[719,11485,11486,11489],{},[144,11487,11488],{},"Mapped"," — has a destination. Recognised automatically, suggested by AI, or set by you.",[719,11491,11492,11495],{},[144,11493,11494],{},"Needs a decision"," — not recognised. Point it at a field to keep it, or acknowledge the loss explicitly and continue.",[719,11497,11498,11501],{},[144,11499,11500],{},"Not imported by design"," — recognised, and deliberately left out, with the reason shown. Tax and commission columns are in this bucket: they're calculated by Owneli's own engines from your configuration, and importing someone else's numbers would put two sources of truth in conflict.",[135,11503,11504],{},"You confirm each file's mapping before you can move on.",[203,11506,11508],{"id":11507},"dry-run","Dry run",[135,11510,11511],{},"Nothing has been written yet. The numbers on this screen are exactly what the import will do:",[157,11513,11514,11523],{},[160,11515,11516],{},[163,11517,11518,11521],{},[166,11519,11520],{},"Column",[166,11522,3428],{},[173,11524,11525,11535,11545,11555],{},[163,11526,11527,11532],{},[178,11528,11529],{},[144,11530,11531],{},"Create",[178,11533,11534],{},"New records that will be added",[163,11536,11537,11542],{},[178,11538,11539],{},[144,11540,11541],{},"Match existing",[178,11543,11544],{},"Rows that resolve to records you already have — these are linked, not duplicated",[163,11546,11547,11552],{},[178,11548,11549],{},[144,11550,11551],{},"Skip",[178,11553,11554],{},"Rows that won't be imported",[163,11556,11557,11562],{},[178,11558,11559],{},[144,11560,11561],{},"Errors",[178,11563,11564],{},"Rows that failed validation",[135,11566,11567],{},"Validation problems are listed with row numbers matching your spreadsheet, where row 1 is the header, and can be downloaded as a CSV so you can fix the source file.",[135,11569,11570],{},"If anything blocks the import, the screen says so plainly and nothing can be written until you resolve it.",[135,11572,11573,11576],{},[144,11574,11575],{},"Consent."," Before you continue you choose the marketing consent to apply to imported clients — email, SMS, both, or neither — and confirm you have a lawful basis to hold and contact them. Nobody is silently opted in.",[203,11578,11580],{"id":11579},"import","Import",[135,11582,11583],{},"Files are written in dependency order, not the order you uploaded them: whatever other rows point at is created first. Services before the memberships and appointments that name them; sales last, because a sale line can reference anything.",[135,11585,11586],{},"The import runs in the background. You can leave the page and come back.",[149,11588,11590],{"id":11589},"reading-the-result","Reading the result",[135,11592,11593],{},"You get a per-entity breakdown of created, matched, skipped and errored, plus a downloadable report.",[317,11595,11596],{},[135,11597,11598,11599,11602],{},"A record count can legitimately be ",[144,11600,11601],{},"lower"," than the source row count. Some exports write one row per requested service; rows sharing a reference merge into a single record. The dry run says so explicitly when it happens, and nothing was dropped.",[149,11604,11606],{"id":11605},"undoing-an-import","Undoing an import",[135,11608,11609,11612],{},[144,11610,11611],{},"Roll back"," deletes only the rows this import created. Rows that matched existing records are left untouched.",[1334,11614,11615],{},[135,11616,11617],{},"Rollback permanently deletes everything the import created and cannot itself be undone. If imported rows are already in use — an imported client with an appointment booked against them, for example — rollback is blocked and you're told exactly what is holding it.",[149,11619,11621],{"id":11620},"memberships-import-as-records-only","Memberships import as records only",[1334,11623,11624,11634],{},[135,11625,11626,11627,11630,11631],{},"Imported memberships are ",[144,11628,11629],{},"records only",". Auto-renew is off, no renewal date is set, and no redeemable credits are granted. ",[144,11632,11633],{},"No card is ever charged.",[135,11635,11636],{},"This is deliberate and not configurable. Resuming somebody else's mid-cycle billing against cards you have just imported is not a thing software should do quietly. Re-collect payment details and restart billing yourself when you're ready.",[149,11638,11640],{"id":11639},"suggested-order","Suggested order",[135,11642,11643],{},"Although the importer handles dependencies itself, importing in stages makes problems easier to isolate:",[200,11645,11646,11648,11651,11655,11658,11660,11663,11667,11670,11674],{},[203,11647,1264],{"id":43},[135,11649,11650],{},"The biggest file and the one everything else references. Check the matched-versus-created split carefully.",[203,11652,11654],{"id":11653},"services-and-products","Services and products",[135,11656,11657],{},"Your catalog. Review prices and durations after import.",[203,11659,1638],{"id":73},[135,11661,11662],{},"Then set their working hours — imported team members won't appear on the calendar until they have hours.",[203,11664,11666],{"id":11665},"memberships-waitlist-and-stock","Memberships, waitlist and stock",[135,11668,11669],{},"Records only for memberships; see the warning above.",[203,11671,11673],{"id":11672},"appointments-and-sales","Appointments and sales",[135,11675,11676],{},"History last. These reference everything else, so import them once the rest is settled.",[149,11678,11680],{"id":11679},"after-the-import","After the import",[716,11682,11683,11688,11693,11698],{},[719,11684,11685,11686],{},"Set working hours for imported team members — ",[144,11687,885],{},[719,11689,11690,11691],{},"Review imported prices and durations — ",[144,11692,3059],{},[719,11694,11695,11696],{},"Look for duplicate clients and merge them — see ",[221,11697,1207],{"href":1540},[719,11699,11700],{},"Re-collect payment details for anyone on a membership",{"title":363,"searchDepth":22,"depth":22,"links":11702},[11703,11707,11708,11714,11715,11716,11717,11724],{"id":11386,"depth":22,"text":11387,"children":11704},[11705,11706],{"id":11390,"depth":32,"text":11391},{"id":11424,"depth":32,"text":11425},{"id":11431,"depth":22,"text":11432},{"id":11458,"depth":22,"text":11459,"children":11709},[11710,11711,11712,11713],{"id":11464,"depth":32,"text":11465},{"id":11474,"depth":32,"text":11475},{"id":11507,"depth":32,"text":11508},{"id":11579,"depth":32,"text":11580},{"id":11589,"depth":22,"text":11590},{"id":11605,"depth":22,"text":11606},{"id":11620,"depth":22,"text":11621},{"id":11639,"depth":22,"text":11640,"children":11718},[11719,11720,11721,11722,11723],{"id":43,"depth":32,"text":1264},{"id":11653,"depth":32,"text":11654},{"id":73,"depth":32,"text":1638},{"id":11665,"depth":32,"text":11666},{"id":11672,"depth":32,"text":11673},{"id":11679,"depth":22,"text":11680},"Move clients, services, products, team, memberships and more — mapped column by column, de-duplicated, and reversible in one click.","i-lucide-upload",[],{},[1804,1540,3041],{"title":11370,"description":11725},"help\u002Fsettings\u002Fimport-your-data","xDD0qfc0ryBwYt_R5M6hJ92l3wL3GJTAiwp_6wdsssA",{"id":11734,"title":11735,"audience":7,"body":11736,"category":73,"description":12005,"draft":387,"extension":388,"icon":12006,"keywords":12007,"meta":12014,"navigation":398,"order":9289,"path":4760,"related":12015,"seo":12016,"stem":12017,"updatedAt":403,"__hash__":12018},"help\u002Fhelp\u002Fteam\u002Fedit-a-team-members-profile-and-services.md","Edit a team member's profile and services",{"type":132,"value":11737,"toc":11991},[11738,11747,11754,11758,11763,11909,11913,11936,11945,11948,11954,11956,11960,11968,11972,11978,11982],[135,11739,11740,11741,11743,11744,11746],{},"Click a team member in the ",[144,11742,1638],{}," directory to open their detail panel — a slide-in with tabs for everything about that person. The ",[144,11745,8477],{}," tab controls which services they can be booked for; if a provider is missing from a booking screen, that's the first place to look.",[135,11748,11749,11750,11753],{},"You need ",[139,11751,11752],{},"team.view"," to open the directory. Admins see every tab; managers can open the panel for their own direct reports.",[149,11755,11757],{"id":11756},"where-do-i-edit-a-team-member","Where do I edit a team member?",[135,11759,5134,11760,11762],{},[144,11761,1638],{},", then click the person's row. The panel's tabs:",[157,11764,11765,11777],{},[160,11766,11767],{},[163,11768,11769,11771,11774],{},[166,11770,1397],{},[166,11772,11773],{},"What it holds",[166,11775,11776],{},"Who sees it",[173,11778,11779,11791,11803,11814,11826,11837,11848,11860,11872,11884,11897],{},[163,11780,11781,11785,11788],{},[178,11782,11783],{},[144,11784,1409],{},[178,11786,11787],{},"Snapshot of the member",[178,11789,11790],{},"Admins, and managers for direct reports",[163,11792,11793,11798,11801],{},[178,11794,11795],{},[144,11796,11797],{},"Profile",[178,11799,11800],{},"Name, contact details, photo, bio",[178,11802,9194],{},[163,11804,11805,11809,11812],{},[178,11806,11807],{},[144,11808,8477],{},[178,11810,11811],{},"Which services they perform",[178,11813,9194],{},[163,11815,11816,11821,11824],{},[178,11817,11818],{},[144,11819,11820],{},"Employment",[178,11822,11823],{},"Job title, employment type, hire date",[178,11825,9194],{},[163,11827,11828,11832,11835],{},[178,11829,11830],{},[144,11831,5176],{},[178,11833,11834],{},"Which locations they work at",[178,11836,9194],{},[163,11838,11839,11843,11846],{},[178,11840,11841],{},[144,11842,2194],{},[178,11844,11845],{},"Addresses, emergency contact",[178,11847,9194],{},[163,11849,11850,11854,11857],{},[178,11851,11852],{},[144,11853,10921],{},[178,11855,11856],{},"Policy acknowledgements",[178,11858,11859],{},"Admins and the member's manager",[163,11861,11862,11866,11869],{},[178,11863,11864],{},[144,11865,7705],{},[178,11867,11868],{},"Pay structure and commission rules",[178,11870,11871],{},"Requires team management permission",[163,11873,11874,11879,11882],{},[178,11875,11876],{},[144,11877,11878],{},"Banking",[178,11880,11881],{},"Payout details",[178,11883,11871],{},[163,11885,11886,11891,11894],{},[178,11887,11888],{},[144,11889,11890],{},"Incidents",[178,11892,11893],{},"Confidential HR incident log",[178,11895,11896],{},"Admins and owners only",[163,11898,11899,11904,11907],{},[178,11900,11901],{},[144,11902,11903],{},"Offboarding",[178,11905,11906],{},"Access control, suspend, archive",[178,11908,9194],{},[149,11910,11912],{"id":11911},"assign-the-services-they-perform","Assign the services they perform",[200,11914,11915,11919,11922,11926,11929,11933],{},[203,11916,11918],{"id":11917},"open-the-services-tab","Open the Services tab",[135,11920,11921],{},"The tab lists your whole service catalog grouped by category, with a checkbox per service and a search box to filter.",[203,11923,11925],{"id":11924},"tick-the-services-this-person-performs","Tick the services this person performs",[135,11927,11928],{},"Only ticked services offer this member as a provider — in the booking panel, online booking, and anywhere else a provider is chosen.",[203,11930,11932],{"id":11931},"click-save","Click Save",[135,11934,11935],{},"Changes apply immediately to new bookings. Existing appointments are not touched.",[530,11937,11938],{},[135,11939,11940,11941,11944],{},"A member with no services assigned never appears as a provider option, even with working hours set. Services and ",[221,11942,11943],{"href":4805},"working hours"," are both required before someone is bookable.",[149,11946,11947],{"id":8042},"Locations",[135,11949,11950,11951,11953],{},"For multi-location workspaces, the ",[144,11952,5176],{}," tab sets which sites the member works at. The team directory's location filter and per-location scheduling read from this.",[149,11955,325],{"id":324},[203,11957,11959],{"id":11958},"why-cant-a-client-book-this-person-online","Why can't a client book this person online?",[135,11961,11962,11963,11965,11966,212],{},"Check three things in order: the service is ticked on their ",[144,11964,8477],{}," tab, they have working hours on the days in question, and the service itself is enabled for online booking in ",[221,11967,3049],{"href":3237},[203,11969,11971],{"id":11970},"can-staff-edit-their-own-profile","Can staff edit their own profile?",[135,11973,11974,11975,11977],{},"Staff edit their own basics (photo, contact, notification preferences) from their own ",[144,11976,11797],{}," page — not from the team panel, which is a management surface.",[203,11979,11981],{"id":11980},"where-do-i-change-someones-pay-or-commission","Where do I change someone's pay or commission?",[135,11983,1923,11984,11986,11987,212],{},[144,11985,7705],{}," tab on the same panel — see ",[221,11988,11990],{"href":11989},"\u002Fhelp\u002Fteam\u002Fcommission-and-compensation","Commission and compensation",{"title":363,"searchDepth":22,"depth":22,"links":11992},[11993,11994,11999,12000],{"id":11756,"depth":22,"text":11757},{"id":11911,"depth":22,"text":11912,"children":11995},[11996,11997,11998],{"id":11917,"depth":32,"text":11918},{"id":11924,"depth":32,"text":11925},{"id":11931,"depth":32,"text":11932},{"id":8042,"depth":22,"text":11947},{"id":324,"depth":22,"text":325,"children":12001},[12002,12003,12004],{"id":11958,"depth":32,"text":11959},{"id":11970,"depth":32,"text":11971},{"id":11980,"depth":32,"text":11981},"Open a team member's detail panel to update their profile, assign the services they perform, and manage employment, locations, and pay.","i-lucide-user-cog",[12008,12009,12010,12011,12012,12013],"edit staff profile","assign services to staff","staff not showing when booking","team member services","staff locations","team detail panel",{},[8177,11989,4805],{"title":11735,"description":12005},"help\u002Fteam\u002Fedit-a-team-members-profile-and-services","_lLHRI9QdSoSUJrrwXgfV8eGkJ8RBgLovzbuoELsPjU",{"id":12020,"title":12021,"audience":7,"body":12022,"category":23,"description":12227,"draft":387,"extension":388,"icon":12228,"keywords":12229,"meta":12236,"navigation":398,"order":12237,"path":12238,"related":12239,"seo":12241,"stem":12242,"updatedAt":403,"__hash__":12243},"help\u002Fhelp\u002Fcalendar\u002Fchoose-what-the-client-is-told.md","Choose whether the client is notified when you cancel or reschedule",{"type":132,"value":12023,"toc":12215},[12024,12035,12039,12049,12053,12134,12137,12141,12144,12158,12161,12169,12173,12180,12182,12186,12189,12193,12196,12200,12206,12210],[135,12025,12026,12027,12030,12031,12034],{},"When you cancel, mark a no-show, or reschedule, a ",[144,12028,12029],{},"Let the client know"," checkbox (or ",[144,12032,12033],{},"Notify client"," on reschedules) decides whether the client gets an email. You choose — except when their money was taken, in which case the notice is always sent.",[149,12036,12038],{"id":12037},"can-i-cancel-an-appointment-without-emailing-the-client","Can I cancel an appointment without emailing the client?",[135,12040,12041,12042,12044,12045,12048],{},"Yes. Untick ",[144,12043,12029],{}," in the cancel dialog and no cancellation email or SMS goes out. The one exception: if the cancellation takes the client's money — a cancellation fee is charged, or their deposit is kept — the checkbox locks on and shows ",[144,12046,12047],{},"\"Always sent — they were charged, so we have to tell them.\""," A client whose card was charged must always be told, so a silent charge can never happen.",[149,12050,12052],{"id":12051},"where-the-choice-appears","Where the choice appears",[157,12054,12055,12065],{},[160,12056,12057],{},[163,12058,12059,12061,12063],{},[166,12060,1936],{},[166,12062,9174],{},[166,12064,10429],{},[173,12066,12067,12080,12092,12106,12119],{},[163,12068,12069,12074,12077],{},[178,12070,12071,12073],{},[144,12072,9531],{}," an appointment",[178,12075,12076],{},"The cancel dialog, under the fee and deposit choices",[178,12078,12079],{},"On — the email sends",[163,12081,12082,12086,12089],{},[178,12083,12084],{},[144,12085,798],{},[178,12087,12088],{},"The \"Mark this appointment as a no-show?\" dialog",[178,12090,12091],{},"Off — no email",[163,12093,12094,12100,12103],{},[178,12095,12096,12097],{},"Cancel or no-show a ",[144,12098,12099],{},"party",[178,12101,12102],{},"The \"Cancel entire group?\" \u002F \"No-show entire party?\" dialog",[178,12104,12105],{},"On for cancel, off for no-show",[163,12107,12108,12114,12117],{},[178,12109,12110,12111],{},"Cancel a ",[144,12112,12113],{},"recurring series",[178,12115,12116],{},"The same cancel dialog — the series inherits your choice",[178,12118,10453],{},[163,12120,12121,12125,12131],{},[178,12122,12123],{},[144,12124,9492],{},[178,12126,12127,12130],{},[144,12128,12129],{},"Notify client about the new time"," in the reschedule panel",[178,12132,12133],{},"On, and your last choice is remembered",[135,12135,12136],{},"The defaults follow how each action is usually used: a cancellation is news the client needs, while a no-show notice (\"you missed your appointment\") is often deliberately skipped for a regular you'd rather call.",[149,12138,12140],{"id":12139},"when-notification-is-automatic","When notification is automatic",[135,12142,12143],{},"Owneli overrides an unticked box and sends the notice whenever the action took the client's money:",[716,12145,12146,12152],{},[719,12147,733,12148,12151],{},[144,12149,12150],{},"late-cancellation or no-show fee"," was charged to the card on file",[719,12153,733,12154,12157],{},[144,12155,12156],{},"deposit was kept"," (forfeited) instead of refunded",[135,12159,12160],{},"In a party, this is decided guest by guest: a guest who was charged is emailed even if you unticked the box, while guests who weren't charged stay silent.",[530,12162,12163],{},[135,12164,12165,12166,12168],{},"Suppressing the notice only suppresses the message to the ",[144,12167,109],{},". The fee or deposit action still happens, the audit log still records the change, and the assigned provider is still notified.",[149,12170,12172],{"id":12171},"what-counts-as-a-reschedule-notice","What counts as a reschedule notice",[135,12174,12175,12176,12179],{},"Only a change to the ",[144,12177,12178],{},"start time"," triggers the reschedule email. Extending or shortening the appointment without moving its start — say 2 hours to 2 hours 30 — sends nothing, though the reminder timing is quietly re-armed to match. If the notify send fails, the confirmation toast turns into a warning so you know the client wasn't reached.",[149,12181,325],{"id":324},[203,12183,12185],{"id":12184},"why-did-the-client-get-an-email-when-i-unticked-the-box","Why did the client get an email when I unticked the box?",[135,12187,12188],{},"Because money moved. A charged fee or a kept deposit always sends the notice — the checkbox shows a lock and amber text when this applies. In a party, any charged guest is notified individually.",[203,12190,12192],{"id":12191},"does-unticking-also-stop-the-sms","Does unticking also stop the SMS?",[135,12194,12195],{},"Yes. The SMS for a lifecycle event only fires after its email is sent, so suppressing the email suppresses both.",[203,12197,12199],{"id":12198},"if-i-cancel-a-whole-repeating-series-does-the-client-get-one-email-per-visit","If I cancel a whole repeating series, does the client get one email per visit?",[135,12201,12202,12203,12205],{},"No. One cancellation notice is sent for the earliest upcoming visit, standing in for the whole series — if you left ",[144,12204,12029],{}," ticked.",[203,12207,12209],{"id":12208},"does-skipping-the-notice-skip-the-cancellation-fee-too","Does skipping the notice skip the cancellation fee too?",[135,12211,12212,12213,212],{},"No. The fee and deposit decisions are separate controls in the same dialog. See ",[221,12214,3141],{"href":3140},{"title":363,"searchDepth":22,"depth":22,"links":12216},[12217,12218,12219,12220,12221],{"id":12037,"depth":22,"text":12038},{"id":12051,"depth":22,"text":12052},{"id":12139,"depth":22,"text":12140},{"id":12171,"depth":22,"text":12172},{"id":324,"depth":22,"text":325,"children":12222},[12223,12224,12225,12226],{"id":12184,"depth":32,"text":12185},{"id":12191,"depth":32,"text":12192},{"id":12198,"depth":32,"text":12199},{"id":12208,"depth":32,"text":12209},"Control the \"Let the client know\" checkbox on cancellations, no-shows and reschedules — and learn when Owneli emails the client anyway.","i-lucide-mail-question",[12230,12231,12232,12233,12234,12235],"cancel appointment without notifying client","let the client know checkbox","stop cancellation email","no show notification","reschedule email to client","why did the client get an email",{},35,"\u002Fhelp\u002Fcalendar\u002Fchoose-what-the-client-is-told",[915,3140,12240],"\u002Fhelp\u002Fcalendar\u002Fmanage-a-recurring-series",{"title":12021,"description":12227},"help\u002Fcalendar\u002Fchoose-what-the-client-is-told","4dG9yZMaRiMNzeklS5QKMCqal9AuU5X79qSzkptVv-8",{"id":12245,"title":10063,"audience":7,"body":12246,"category":43,"description":12399,"draft":387,"extension":388,"icon":12400,"keywords":12401,"meta":12408,"navigation":398,"order":12237,"path":12409,"related":12410,"seo":12411,"stem":12412,"updatedAt":403,"__hash__":12413},"help\u002Fhelp\u002Fclients\u002Fsystem-emails.md",{"type":132,"value":12247,"toc":12383},[12248,12251,12255,12260,12264,12292,12295,12299,12331,12334,12338,12344,12349,12351,12355,12365,12369,12376,12380],[135,12249,12250],{},"System emails are the messages Owneli sends automatically — booking confirmations, reminders, receipts, lifecycle messages. You don't write them from scratch: each has a designed layout with editable text slots, so you can change the wording without breaking the parts that must be correct.",[149,12252,12254],{"id":12253},"where-do-i-find-the-automatic-emails","Where do I find the automatic emails?",[135,12256,5134,12257,12259],{},[144,12258,9986],{}," and switch to the system templates. They're grouped by what triggers them — the appointment family, the sales family (receipts and payment messages), and the lifecycle family — with each card showing what the email is for, what sends it, and whether you've customised it.",[149,12261,12263],{"id":12262},"how-do-i-customise-one","How do I customise one?",[200,12265,12266,12270,12273,12277,12280,12284,12287,12289],{},[203,12267,12269],{"id":12268},"open-the-template","Open the template",[135,12271,12272],{},"Click its card. You'll see the editable slots on one side and a live preview on the other.",[203,12274,12276],{"id":12275},"edit-the-text-slots","Edit the text slots",[135,12278,12279],{},"Each slot is a labelled piece of the message — a greeting, a closing line, a policy note. Required slots can't be emptied.",[203,12281,12283],{"id":12282},"use-data-tokens","Use data tokens",[135,12285,12286],{},"Chips like the client's name or the appointment time drop into your text and are filled per-send with real values from the booking.",[203,12288,4705],{"id":4704},[135,12290,12291],{},"From now on, that email goes out with your wording. The card is marked as customised.",[135,12293,12294],{},"Editing requires the email-templates management permission.",[149,12296,12298],{"id":12297},"what-you-can-and-cant-change","What you can and can't change",[157,12300,12301,12309],{},[160,12302,12303],{},[163,12304,12305,12307],{},[166,12306],{},[166,12308],{},[173,12310,12311,12321],{},[163,12312,12313,12318],{},[178,12314,12315],{},[144,12316,12317],{},"You control",[178,12319,12320],{},"The wording of each text slot, plus where personal details drop in via tokens",[163,12322,12323,12328],{},[178,12324,12325],{},[144,12326,12327],{},"Owneli controls",[178,12329,12330],{},"The layout, the booking\u002Fsale facts, the links and buttons, when it sends",[135,12332,12333],{},"That split is the point: your voice, without the risk of a reminder that forgets to say when the appointment is.",[149,12335,12337],{"id":12336},"reverting","Reverting",[135,12339,12340,12343],{},[144,12341,12342],{},"Reset"," returns a customised template to the stock wording — useful when an experiment didn't land.",[530,12345,12346],{},[135,12347,12348],{},"The account-security email family (login and password messages) is owner-only. Everyone else can preview those templates but not edit them — a tampered password email is a phishing vector, so the surface is deliberately small.",[149,12350,325],{"id":324},[203,12352,12354],{"id":12353},"whats-the-difference-between-system-emails-and-my-email-templates","What's the difference between system emails and my email templates?",[135,12356,12357,12358,12361,12362,212],{},"System emails send themselves when something happens; ",[221,12359,12360],{"href":10221},"your own templates"," are ones you compose and send deliberately. Both live under ",[144,12363,12364],{},"Emails",[203,12366,12368],{"id":12367},"can-i-turn-a-system-email-off","Can I turn a system email off?",[135,12370,12371,12372,12375],{},"Sending is governed by the triggering feature (and, for some, an ",[221,12373,12374],{"href":6926},"automation","), not by the template. The template page links to the controlling automation where one exists.",[203,12377,12379],{"id":12378},"do-my-changes-apply-to-emails-already-sent","Do my changes apply to emails already sent?",[135,12381,12382],{},"No — a template change affects sends from that moment on.",{"title":363,"searchDepth":22,"depth":22,"links":12384},[12385,12386,12392,12393,12394],{"id":12253,"depth":22,"text":12254},{"id":12262,"depth":22,"text":12263,"children":12387},[12388,12389,12390,12391],{"id":12268,"depth":32,"text":12269},{"id":12275,"depth":32,"text":12276},{"id":12282,"depth":32,"text":12283},{"id":4704,"depth":32,"text":4705},{"id":12297,"depth":22,"text":12298},{"id":12336,"depth":22,"text":12337},{"id":324,"depth":22,"text":325,"children":12395},[12396,12397,12398],{"id":12353,"depth":32,"text":12354},{"id":12367,"depth":32,"text":12368},{"id":12378,"depth":32,"text":12379},"See every automatic email Owneli sends — confirmations, receipts, reminders — and customise their wording without breaking them.","i-lucide-mail-open",[12402,12403,12404,12405,12406,12407],"automatic emails","customise confirmation email","edit appointment reminder text","system email templates","receipt email wording","reset email to default",{},"\u002Fhelp\u002Fclients\u002Fsystem-emails",null,{"title":10063,"description":12399},"help\u002Fclients\u002Fsystem-emails","P5twrLP7G2Q0P4Xl3aD8bSqQDKBOouNtB5eD1G_aP8w",{"id":12415,"title":12416,"audience":7,"body":12417,"category":103,"description":12601,"draft":387,"extension":388,"icon":4583,"keywords":12602,"meta":12609,"navigation":398,"order":12610,"path":12611,"related":12612,"seo":12614,"stem":12615,"updatedAt":403,"__hash__":12616},"help\u002Fhelp\u002Faccount\u002Fyour-profile-and-notification-preferences.md","Update your profile and personal details",{"type":132,"value":12418,"toc":12585},[12419,12433,12437,12472,12479,12483,12486,12511,12515,12525,12529,12539,12542,12549,12554,12556,12560,12568,12572,12575,12579],[135,12420,12421,12422,12425,12426,12429,12430,12432],{},"Your personal details live in ",[144,12423,12424],{},"My profile"," (",[139,12427,12428],{},"\u002Fprofile",", from the user menu); your account settings — email signature, password, two-factor — live in ",[144,12431,9074],{},". If your legal name or phone is locked, that's deliberate: after onboarding, changes to those go through a request to the owner.",[149,12434,12436],{"id":12435},"where-do-i-edit-my-personal-details","Where do I edit my personal details?",[157,12438,12439,12447],{},[160,12440,12441],{},[163,12442,12443,12445],{},[166,12444,3258],{},[166,12446,1400],{},[173,12448,12449,12460],{},[163,12450,12451,12457],{},[178,12452,12453,12425,12455,3669],{},[144,12454,12424],{},[139,12456,12428],{},[178,12458,12459],{},"Legal name, preferred name, phone, date of birth, home address, emergency contact, employment info (read-only), saved signature",[163,12461,12462,12466],{},[178,12463,12464],{},[144,12465,9074],{},[178,12467,12468,12469,12471],{},"Display name, email, email signature, password change, ",[221,12470,224],{"href":223},", recovery codes",[135,12473,12474,12475,12478],{},"Fill in what's yours and press ",[144,12476,12477],{},"Save changes"," in the sticky footer.",[149,12480,12482],{"id":12481},"why-cant-i-edit-my-name-or-phone-number","Why can't I edit my name or phone number?",[135,12484,12485],{},"Once you've completed onboarding, your legal name and phone lock for everyone except the owner — those fields flow into payroll and records, so they change by request rather than silent edit.",[200,12487,12488,12492,12497,12501,12504,12508],{},[203,12489,12491],{"id":12490},"click-request-a-change","Click \"Request a change\"",[135,12493,12494,12495,212],{},"It appears next to the locked field on ",[144,12496,12424],{},[203,12498,12500],{"id":12499},"enter-the-new-value","Enter the new value",[135,12502,12503],{},"Add an optional note explaining the change.",[203,12505,12507],{"id":12506},"send-it","Send it",[135,12509,12510],{},"The owner reviews and applies it. You'll keep working normally in the meantime.",[149,12512,12514],{"id":12513},"your-saved-signature","Your saved signature",[135,12516,12517,12518,12520,12521,12524],{},"If you've signed a form or policy in Owneli, your drawn signature is stored on ",[144,12519,12424],{}," so future sign-offs are one tap. ",[144,12522,12523],{},"Remove"," it any time — you'll simply draw a fresh one next time something needs signing.",[149,12526,12528],{"id":12527},"your-email-signature","Your email signature",[135,12530,12531,12532,12534,12535,12538],{},"In ",[144,12533,9074],{},", the ",[144,12536,12537],{},"Email signature"," card sets the name, title, phone, website, and photo appended to client emails you send from Owneli, with a live preview.",[149,12540,1773],{"id":12541},"notifications",[135,12543,12544,12545,12548],{},"In-app notifications arrive in the ",[144,12546,12547],{},"bell"," in the top bar — booking activity, approvals, and anything needing your attention.",[135,12550,12551,12552,212],{},"There is currently no per-user notification preference screen — you can't yet mute individual notification types for yourself. Business-wide switches (like whether admins get emailed on new online bookings) are configured by an admin in ",[144,12553,1661],{},[149,12555,325],{"id":324},[203,12557,12559],{"id":12558},"how-do-i-change-my-password","How do I change my password?",[135,12561,12562,12565,12566,212],{},[144,12563,12564],{},"Settings → Profile → Change password"," sends you through the standard email reset flow. See ",[221,12567,130],{"href":399},[203,12569,12571],{"id":12570},"can-i-change-my-login-email","Can I change my login email?",[135,12573,12574],{},"Not from the app. If it must change, talk to your admin.",[203,12576,12578],{"id":12577},"who-sets-my-job-title-hire-date-and-vacation-allotment","Who sets my job title, hire date, and vacation allotment?",[135,12580,12581,12582,12584],{},"An admin — the ",[144,12583,11820],{}," section on My profile is read-only for you.",{"title":363,"searchDepth":22,"depth":22,"links":12586},[12587,12588,12593,12594,12595,12596],{"id":12435,"depth":22,"text":12436},{"id":12481,"depth":22,"text":12482,"children":12589},[12590,12591,12592],{"id":12490,"depth":32,"text":12491},{"id":12499,"depth":32,"text":12500},{"id":12506,"depth":32,"text":12507},{"id":12513,"depth":22,"text":12514},{"id":12527,"depth":22,"text":12528},{"id":12541,"depth":22,"text":1773},{"id":324,"depth":22,"text":325,"children":12597},[12598,12599,12600],{"id":12558,"depth":32,"text":12559},{"id":12570,"depth":32,"text":12571},{"id":12577,"depth":32,"text":12578},"Where to update your name, phone, emergency contact, email signature, and saved signature in Owneli — and why some fields are locked.",[12603,12604,12605,12606,12607,12608],"update my profile","change my name","change phone number","email signature","emergency contact","notification settings",{},40,"\u002Fhelp\u002Faccount\u002Fyour-profile-and-notification-preferences",[223,12613],"\u002Fhelp\u002Faccount\u002Fwork-in-your-language",{"title":12416,"description":12601},"help\u002Faccount\u002Fyour-profile-and-notification-preferences","qB-X_HKBwCePrG9EESVMxZACrUKbTepAVUmtyfnGG-o",{"id":12618,"title":12619,"audience":109,"body":12620,"category":114,"description":12708,"draft":387,"extension":388,"icon":12709,"keywords":12710,"meta":12716,"navigation":398,"order":12610,"path":12717,"related":12718,"seo":12719,"stem":12720,"updatedAt":403,"__hash__":12721},"help\u002Fhelp\u002Fbook-online\u002Ffill-in-a-form.md","How do I fill in a form I was sent?",{"type":132,"value":12621,"toc":12694},[12622,12625,12629,12659,12664,12668,12671,12673,12677,12680,12684,12687,12691],[135,12623,12624],{},"Open the link, answer the questions on your phone, sign where asked — draw with your finger or type your name — and submit. The link is private to you; no password or account is needed, and only your venue sees your answers.",[149,12626,12628],{"id":12627},"how-does-filling-in-the-form-work","How does filling in the form work?",[200,12630,12631,12635,12638,12642,12645,12649,12652,12656],{},[203,12632,12634],{"id":12633},"open-your-private-link","Open your private link",[135,12636,12637],{},"It's addressed to you and shows your venue's name at the top.",[203,12639,12641],{"id":12640},"answer-the-questions","Answer the questions",[135,12643,12644],{},"Prefer Français or Español? Switch language at the top — the choice is remembered for your next form. If the venue allows drafts, you can save partway and finish later on the same device.",[203,12646,12648],{"id":12647},"sign-where-asked","Sign where asked",[135,12650,12651],{},"Draw with your finger or type your name (a typed name is rendered as your signature). Required signatures must be completed before you can submit.",[203,12653,12655],{"id":12654},"submit","Submit",[135,12657,12658],{},"You see a confirmation, and your answers go to your venue — nowhere else.",[317,12660,12661],{},[135,12662,12663],{},"Don't forward the link. It's private to you, and whoever opens it sees the form addressed in your name.",[149,12665,12667],{"id":12666},"what-if-im-re-signing-an-updated-form","What if I'm re-signing an updated form?",[135,12669,12670],{},"Your previous answers are shown, but only the signature and date fields are open — the rest is locked to what you already submitted.",[149,12672,325],{"id":324},[203,12674,12676],{"id":12675},"the-link-says-expired-what-do-i-do","The link says expired — what do I do?",[135,12678,12679],{},"Form links expire on purpose. Ask the venue for a fresh one — their contact details are on the expired page.",[203,12681,12683],{"id":12682},"i-made-a-mistake-after-submitting-can-i-edit-it","I made a mistake after submitting — can I edit it?",[135,12685,12686],{},"No. A signed form can't be edited afterwards. Contact the venue and they'll send a new form to correct it.",[203,12688,12690],{"id":12689},"who-can-see-my-answers","Who can see my answers?",[135,12692,12693],{},"Only your venue. Answers travel over the private link straight to them.",{"title":363,"searchDepth":22,"depth":22,"links":12695},[12696,12702,12703],{"id":12627,"depth":22,"text":12628,"children":12697},[12698,12699,12700,12701],{"id":12633,"depth":32,"text":12634},{"id":12640,"depth":32,"text":12641},{"id":12647,"depth":32,"text":12648},{"id":12654,"depth":32,"text":12655},{"id":12666,"depth":22,"text":12667},{"id":324,"depth":22,"text":325,"children":12704},[12705,12706,12707],{"id":12675,"depth":32,"text":12676},{"id":12682,"depth":32,"text":12683},{"id":12689,"depth":32,"text":12690},"Open the private form link from your salon or clinic, answer on your phone, sign with a finger or typed name, and submit — no account needed.","i-lucide-clipboard-pen",[12711,12712,12713,12714,12715],"fill in consent form online","intake form link","sign form on my phone","form link expired","health questionnaire before appointment",{},"\u002Fhelp\u002Fbook-online\u002Ffill-in-a-form",[518],{"title":12619,"description":12708},"help\u002Fbook-online\u002Ffill-in-a-form","_iNaf9G-N0H1Q-8UW_zVab5zmWyGK9OCgn_3XMPONDs",{"id":12723,"title":12724,"audience":7,"body":12725,"category":23,"description":12928,"draft":387,"extension":388,"icon":12929,"keywords":12930,"meta":12931,"navigation":398,"order":12610,"path":814,"related":12932,"seo":12933,"stem":12934,"updatedAt":1545,"__hash__":12935},"help\u002Fhelp\u002Fcalendar\u002Fblock-time-and-the-waitlist.md","Block time and work the waitlist",{"type":132,"value":12726,"toc":12918},[12727,12731,12734,12741,12744,12752,12758,12762,12769,12773,12776,12810,12814,12864,12867,12871,12874,12893,12897,12900,12903,12908,12912],[149,12728,12730],{"id":12729},"block-time","Block time",[135,12732,12733],{},"Blocked time is time that exists on the calendar but can't be booked — lunch, a break, training, a supplier visit, admin catch-up.",[135,12735,12736,12737,12740],{},"Open it from ",[144,12738,12739],{},"Add → Block time"," in the calendar toolbar, or from the menu that appears when you click an empty slot. Set the team member, the date and time range, and a short label so the rest of the desk knows what it is.",[135,12742,12743],{},"Blocked time renders as a hatched band rather than a coloured block, so it never reads as a booking at a glance. Online booking will not offer a blocked slot.",[276,12745,12746],{},[135,12747,12748,12749,12751],{},"Use blocked time for one-off, same-week interruptions. For a pattern that repeats every week — a standing Wednesday afternoon off — change the person's working hours under ",[144,12750,885],{}," instead. Blocking the same two hours fifty-two times is not the tool.",[135,12753,12754,12755,12757],{},"For whole days away, use ",[144,12756,3516],{}," so the absence goes through approval and lands on the roster properly. Approved time off appears on the calendar automatically.",[149,12759,12761],{"id":12760},"the-waitlist","The waitlist",[135,12763,12764,12765,12768],{},"The waitlist is your list of clients who want in but couldn't get the slot they wanted. Open it from ",[144,12766,12767],{},"Waitlist"," in the calendar toolbar.",[203,12770,12772],{"id":12771},"adding-someone","Adding someone",[135,12774,12775],{},"Capture:",[716,12777,12778,12782,12787,12793,12799,12805],{},[719,12779,1923,12780],{},[144,12781,109],{},[719,12783,1923,12784,12786],{},[144,12785,5350],{}," (or several)",[719,12788,733,12789,12792],{},[144,12790,12791],{},"preferred provider",", or leave it open to anyone",[719,12794,733,12795,12798],{},[144,12796,12797],{},"date range"," they'd accept",[719,12800,733,12801,12804],{},[144,12802,12803],{},"time preference"," — any, morning, afternoon, or evening",[719,12806,12807,12809],{},[144,12808,2345],{}," and an optional expiry",[203,12811,12813],{"id":12812},"entry-states","Entry states",[157,12815,12816,12824],{},[160,12817,12818],{},[163,12819,12820,12822],{},[166,12821,3425],{},[166,12823,3428],{},[173,12825,12826,12836,12846,12855],{},[163,12827,12828,12833],{},[178,12829,12830],{},[144,12831,12832],{},"Waiting",[178,12834,12835],{},"Live, and eligible to be offered a slot",[163,12837,12838,12843],{},[178,12839,12840],{},[144,12841,12842],{},"Booked",[178,12844,12845],{},"Converted into a real appointment",[163,12847,12848,12852],{},[178,12849,12850],{},[144,12851,6378],{},[178,12853,12854],{},"Passed its expiry date without being placed",[163,12856,12857,12861],{},[178,12858,12859],{},[144,12860,790],{},[178,12862,12863],{},"Withdrawn",[135,12865,12866],{},"The panel shows a count against each state, so you can tell at a glance whether your list is working or just accumulating.",[203,12868,12870],{"id":12869},"how-the-list-is-ordered","How the list is ordered",[135,12872,12873],{},"Your business chooses the priority strategy in settings:",[716,12875,12876,12882,12888],{},[719,12877,12878,12881],{},[144,12879,12880],{},"Highest value"," — the entry worth the most money first (the default)",[719,12883,12884,12887],{},[144,12885,12886],{},"Longest waiting"," — first in, first out",[719,12889,12890,12892],{},[144,12891,3405],{}," — no ranking; you decide",[203,12894,12896],{"id":12895},"filling-a-slot","Filling a slot",[135,12898,12899],{},"When an appointment is cancelled or marked as a no-show, Owneli looks for a waitlist entry matching the freed service, provider and time, and offers to promote it. Accept and the entry becomes a real appointment.",[135,12901,12902],{},"If your business has enabled automatic offers, matching clients receive a one-tap claim link instead — the first to claim gets the slot, and the entry converts itself.",[530,12904,12905],{},[135,12906,12907],{},"Automatic offers are off unless someone turns them on. Until then the waitlist is a prompt for the front desk, not an autopilot.",[203,12909,12911],{"id":12910},"reporting-on-it","Reporting on it",[135,12913,12914,12917],{},[144,12915,12916],{},"Growth → Reports → Waitlist"," shows how many entries you take, how many convert, and how long people wait — which is the honest measure of whether the list is earning its keep.",{"title":363,"searchDepth":22,"depth":22,"links":12919},[12920,12921],{"id":12729,"depth":22,"text":12730},{"id":12760,"depth":22,"text":12761,"children":12922},[12923,12924,12925,12926,12927],{"id":12771,"depth":32,"text":12772},{"id":12812,"depth":32,"text":12813},{"id":12869,"depth":32,"text":12870},{"id":12895,"depth":32,"text":12896},{"id":12910,"depth":32,"text":12911},"Keep time off the grid for breaks and training, and turn cancellations into filled slots.","i-lucide-clock",[],{},[912,915],{"title":12724,"description":12928},"help\u002Fcalendar\u002Fblock-time-and-the-waitlist","wUavHwlyIS3JrKE9DSdM2dXA7MLmtCfaY8GT1Nh-NB4",{"id":12937,"title":12938,"audience":7,"body":12939,"category":33,"description":13137,"draft":387,"extension":388,"icon":13138,"keywords":13139,"meta":13140,"navigation":398,"order":12610,"path":1200,"related":13141,"seo":13142,"stem":13143,"updatedAt":1545,"__hash__":13144},"help\u002Fhelp\u002Fcheckout\u002Frefunds-and-the-cash-drawer.md","Refunds and the cash drawer",{"type":132,"value":12940,"toc":13118},[12941,12945,12950,12953,12957,13007,13011,13033,13038,13042,13046,13049,13079,13086,13091,13096,13098],[149,12942,12944],{"id":12943},"find-a-past-sale","Find a past sale",[135,12946,12947,12949],{},[144,12948,1915],{}," (the Cart history page) lists completed carts. It defaults to the last 30 days of completed sales and accepts filters in the URL, so a report row can deep-link straight to the transactions behind it. Filters stay in the address bar, which makes a filtered view bookmarkable and shareable.",[135,12951,12952],{},"You can also reach a sale from a client's profile, under their sales.",[149,12954,12956],{"id":12955},"issue-a-refund","Issue a refund",[200,12958,12959,12963,12969,12973,12976,12980,12983,12987,12990,12994,13005],{},[203,12960,12962],{"id":12961},"open-the-refund-panel","Open the refund panel",[135,12964,12965,12966,12968],{},"From a completed sale in ",[144,12967,1915],{},". You don't have to open the receipt first.",[203,12970,12972],{"id":12971},"pick-the-payment","Pick the payment",[135,12974,12975],{},"A sale settled with more than one tender has more than one payment. Choose which one you're refunding — the panel shows the method, the amount, and when it was collected.",[203,12977,12979],{"id":12978},"set-the-amount","Set the amount",[135,12981,12982],{},"It defaults to the full amount collected on that payment. Lower it for a partial refund. You can't exceed what was collected on the payment you selected.",[203,12984,12986],{"id":12985},"give-a-reason","Give a reason",[135,12988,12989],{},"Required, and captured on the audit log.",[203,12991,12993],{"id":12992},"decide-about-stock","Decide about stock",[135,12995,12996,12997,13000,13001,13004],{},"On a ",[144,12998,12999],{},"full"," refund you can tick ",[144,13002,13003],{},"Restock items"," to return any product stock to inventory. Partial refunds always keep the stock where it is.",[203,13006,9550],{"id":9900},[203,13008,13010],{"id":13009},"what-a-refund-reverses","What a refund reverses",[716,13012,13013,13019,13025],{},[719,13014,13015,13018],{},[144,13016,13017],{},"Loyalty points"," — reversed. A full refund reverses them entirely; a partial refund reverses them proportionally.",[719,13020,13021,13024],{},[144,13022,13023],{},"Package and membership debits"," — a redeemed session or credit is returned to the client.",[719,13026,13027,13030,13031,212],{},[144,13028,13029],{},"Stock"," — only on a full refund, and only if you tick ",[144,13032,13003],{},[530,13034,13035],{},[135,13036,13037],{},"One refund per submit. If the sale was split across several tenders and you're reversing the whole thing, reopen the panel for each payment.",[149,13039,13041],{"id":13040},"the-cash-drawer","The cash drawer",[135,13043,13044],{},[144,13045,10367],{},[135,13047,13048],{},"The drawer is a daily open-and-close cycle, and it's what makes cash countable rather than assumed.",[200,13050,13051,13055,13058,13062,13065,13069,13072,13076],{},[203,13052,13054],{"id":13053},"open-with-a-float","Open with a float",[135,13056,13057],{},"At the start of the day, open the drawer with your starting float — the cash you're beginning with.",[203,13059,13061],{"id":13060},"sell-as-normal","Sell as normal",[135,13063,13064],{},"Every cash payment through checkout accrues against the open session.",[203,13066,13068],{"id":13067},"count-at-close","Count at close",[135,13070,13071],{},"At the end of the day, count the physical cash and enter the total.",[203,13073,13075],{"id":13074},"read-the-z-report","Read the Z-report",[135,13077,13078],{},"Owneli compares your count against expected — the opening float plus completed cash sales — and tells you whether you're balanced, over, or short. The close-out becomes a Z-report you can reference for tax and accounting.",[135,13080,13081,13082,13085],{},"Every closed session is kept, so ",[144,13083,13084],{},"No closed sessions"," on a fresh business simply means you haven't done a first close yet.",[317,13087,13088],{},[135,13089,13090],{},"The cash drawer is its own permission, separate from the ability to ring up sales. A cashier can take payments without holding the power to open, count and reconcile the till — the classic cashier-versus-shift-lead split.",[530,13092,13093],{},[135,13094,13095],{},"Some actions are blocked while a drawer is open — you'll be told to close and count it first. If something refuses with a message about an open drawer, that's why.",[149,13097,2983],{"id":2982},[716,13099,13100,13106,13112],{},[719,13101,13102,13105],{},[144,13103,13104],{},"Growth → Reports → Cash drawer over\u002Fshort"," — expected versus counted for every closed session, with the opening float included so the variance is exactly what the count was off by",[719,13107,13108,13111],{},[144,13109,13110],{},"Growth → Reports → Refunds & voids"," — every refund with its reason",[719,13113,13114,13117],{},[144,13115,13116],{},"Growth → Reports → Payment transactions"," — every payment, by method",{"title":363,"searchDepth":22,"depth":22,"links":13119},[13120,13121,13130,13136],{"id":12943,"depth":22,"text":12944},{"id":12955,"depth":22,"text":12956,"children":13122},[13123,13124,13125,13126,13127,13128,13129],{"id":12961,"depth":32,"text":12962},{"id":12971,"depth":32,"text":12972},{"id":12978,"depth":32,"text":12979},{"id":12985,"depth":32,"text":12986},{"id":12992,"depth":32,"text":12993},{"id":9900,"depth":32,"text":9550},{"id":13009,"depth":32,"text":13010},{"id":13040,"depth":22,"text":13041,"children":13131},[13132,13133,13134,13135],{"id":13053,"depth":32,"text":13054},{"id":13060,"depth":32,"text":13061},{"id":13067,"depth":32,"text":13068},{"id":13074,"depth":32,"text":13075},{"id":2982,"depth":22,"text":2983},"Issue a refund against the right payment, decide what happens to stock and loyalty, and close out the till.","i-lucide-banknote",[],{},[1197,2106],{"title":12938,"description":13137},"help\u002Fcheckout\u002Frefunds-and-the-cash-drawer","y1CNRvrgbASi9G6rRpn5218Je0alOR_3vzmwlALFQ_o",{"id":13146,"title":13147,"audience":7,"body":13148,"category":43,"description":13323,"draft":387,"extension":388,"icon":13324,"keywords":13325,"meta":13326,"navigation":398,"order":12610,"path":13327,"related":13328,"seo":13329,"stem":13330,"updatedAt":1545,"__hash__":13331},"help\u002Fhelp\u002Fclients\u002Fmessages-and-the-inbox.md","Messages and the inbox",{"type":132,"value":13149,"toc":13312},[13150,13155,13158,13162,13165,13172,13176,13179,13185,13194,13198,13207,13210,13214,13217,13262,13267,13269,13274,13277,13280,13282,13285,13290,13298,13302,13305,13309],[135,13151,13152],{},[144,13153,13154],{},"Clients → Messages",[135,13156,13157],{},"The inbox is one thread per client, combining text messages and messages sent through the client portal. You don't switch apps to answer a client.",[149,13159,13161],{"id":13160},"the-layout","The layout",[135,13163,13164],{},"On a desktop it's two panes — the conversation list on the left, the thread on the right. On a phone it's a single column: tap a conversation to open it, back to return.",[135,13166,13167,13168,13171],{},"Filter the list by ",[144,13169,13170],{},"Unread",", or search it.",[149,13173,13175],{"id":13174},"live-updates","Live updates",[135,13177,13178],{},"New inbound messages arrive without a reload, and a toast appears when one lands — unless you're already reading the inbox, in which case it just appears in the list.",[135,13180,13181,13182,13184],{},"The unread count also shows as a badge on ",[144,13183,1429],{}," in the sidebar.",[317,13186,13187],{},[135,13188,13189,13190,13193],{},"The read cursor is ",[144,13191,13192],{},"shared across the front desk",". When one person opens a thread, it clears as read for everyone. That's deliberate: it stops three people answering the same message, and it means \"unread\" genuinely means \"nobody has looked at this.\"",[149,13195,13197],{"id":13196},"replying","Replying",[135,13199,13200,13201,7160,13204,13206],{},"Pick a channel at the bottom of the thread — ",[144,13202,13203],{},"Portal",[144,13205,10628],{}," — then type and send.",[135,13208,13209],{},"The composer defaults to whichever channel the client last reached you on. If that channel isn't available, it falls back to one that is.",[203,13211,13213],{"id":13212},"when-a-channel-is-unavailable","When a channel is unavailable",[135,13215,13216],{},"The channel button is disabled and tells you why. There are three common reasons, and each has the same fix — use the other channel.",[157,13218,13219,13228],{},[160,13220,13221],{},[163,13222,13223,13226],{},[166,13224,13225],{},"Message",[166,13227,11151],{},[173,13229,13230,13240,13252],{},[163,13231,13232,13237],{},[178,13233,13234],{},[4543,13235,13236],{},"The client hasn't consented to SMS",[178,13238,13239],{},"They haven't opted in to text. Use the portal channel.",[163,13241,13242,13247],{},[178,13243,13244],{},[4543,13245,13246],{},"Out of SMS balance",[178,13248,13249,13250,212],{},"Your messaging balance is exhausted. Top it up under ",[144,13251,10668],{},[163,13253,13254,13259],{},[178,13255,13256],{},[4543,13257,13258],{},"SMS isn't enabled for this business",[178,13260,13261],{},"Text messaging hasn't been switched on for your business at all.",[530,13263,13264],{},[135,13265,13266],{},"Portal messages are free. SMS is charged per segment against your messaging balance, and a long message costs more than one segment.",[149,13268,10649],{"id":10648},[1334,13270,13271],{},[135,13272,13273],{},"Owneli will not send an SMS to a client who has not consented to SMS. This is enforced at the sending layer, not just hidden in the interface — there is no way to route around it from the inbox.",[135,13275,13276],{},"Consent is per-client and per-purpose. Appointment SMS and marketing SMS are separate permissions, set on the client's record or by the client themselves in their account.",[135,13278,13279],{},"A client who replies to you by text has clearly initiated contact, but that is not the same as a stored consent flag. If someone asks you to text them, record the consent on their profile.",[149,13281,10606],{"id":10605},[135,13283,13284],{},"Client-facing sends respect your business's quiet-hours window — by default 9:00 to 20:00 in your own timezone. Outside it, queued SMS is held until the window reopens.",[135,13286,13287,13288,212],{},"This applies to automated and marketing messages. See ",[221,13289,10393],{"href":6926},[530,13291,13292],{},[135,13293,13294,13297],{},[144,13295,13296],{},"Needs confirmation:"," whether a manually-typed reply sent from the inbox is subject to the same quiet-hours deferral as a queued automated message has not been verified. Assume it may be held, and don't rely on the inbox for a genuinely time-critical message late at night — phone them.",[149,13299,13301],{"id":13300},"where-else-messages-appear","Where else messages appear",[135,13303,13304],{},"A client's conversation is also visible from their profile, so whoever is looking after them has the context without opening the inbox separately.",[149,13306,13308],{"id":13307},"permissions","Permissions",[135,13310,13311],{},"Inbox access is its own capability, split out from the client record — so \"can reply to clients\" grants independently of \"can see client details\". Someone can be given the front desk's messaging job without being given the whole client database.",{"title":363,"searchDepth":22,"depth":22,"links":13313},[13314,13315,13316,13319,13320,13321,13322],{"id":13160,"depth":22,"text":13161},{"id":13174,"depth":22,"text":13175},{"id":13196,"depth":22,"text":13197,"children":13317},[13318],{"id":13212,"depth":32,"text":13213},{"id":10648,"depth":22,"text":10649},{"id":10605,"depth":22,"text":10606},{"id":13300,"depth":22,"text":13301},{"id":13307,"depth":22,"text":13308},"One thread per client across SMS and the portal — how replies are routed, why a channel is sometimes unavailable, and what consent means here.","i-lucide-message-circle",[],{},"\u002Fhelp\u002Fclients\u002Fmessages-and-the-inbox",[1540,6926],{"title":13147,"description":13323},"help\u002Fclients\u002Fmessages-and-the-inbox","wr5yjFT8FYwRWzJB-Vwa5IQY2ESfD60miGJCvYkFAa4",{"id":13333,"title":13334,"audience":7,"body":13335,"category":13,"description":13480,"draft":387,"extension":388,"icon":13481,"keywords":13482,"meta":13489,"navigation":398,"order":12610,"path":13490,"related":13491,"seo":13492,"stem":13493,"updatedAt":403,"__hash__":13494},"help\u002Fhelp\u002Fgetting-started\u002Fcomplete-your-onboarding.md","Complete your onboarding",{"type":132,"value":13336,"toc":13463},[13337,13343,13347,13392,13396,13406,13410,13413,13417,13420,13433,13435,13439,13445,13449,13456,13460],[135,13338,13339,13340,13342],{},"The first time you sign in, Owneli walks you through a short wizard before you land on ",[144,13341,726],{},": your details, an emergency contact, and any workplace policies that need your signature. Personal details can be skipped; policy sign-offs can't.",[149,13344,13346],{"id":13345},"what-does-the-onboarding-wizard-ask-for","What does the onboarding wizard ask for?",[200,13348,13349,13353,13359,13363,13366,13370,13373,13377,13384,13386],{},[203,13350,13352],{"id":13351},"welcome","Welcome",[135,13354,13355,13356,212],{},"A short introduction naming the business you've joined. Click ",[144,13357,13358],{},"Get started",[203,13360,13362],{"id":13361},"about-you","About you",[135,13364,13365],{},"Your full legal name (required), plus optional preferred name, phone, and date of birth.",[203,13367,13369],{"id":13368},"contact-and-emergency-details","Contact and emergency details",[135,13371,13372],{},"Home address and an emergency contact — name, relationship, phone, email.",[203,13374,13376],{"id":13375},"policies-only-if-any-are-waiting","Policies (only if any are waiting)",[135,13378,13379,13380,13383],{},"If the business has published policies you haven't signed, each one appears in turn. Read it, then sign — either type your name or draw a signature — and click ",[144,13381,13382],{},"I acknowledge",". This step only appears when something is actually waiting for you.",[203,13385,468],{"id":467},[135,13387,4213,13388,13391],{},[144,13389,13390],{},"Go to dashboard"," and you land on Today.",[149,13393,13395],{"id":13394},"what-you-can-skip","What you can skip",[135,13397,13398,13399,13402,13403,13405],{},"The personal-detail steps are not blockers. ",[144,13400,13401],{},"Skip for now"," jumps you past them — you can fill in your address, date of birth, and emergency contact later from your profile. Skipping does ",[4543,13404,1181],{}," skip policies: those are a legal sign-off and must be acknowledged before you finish.",[149,13407,13409],{"id":13408},"it-remembers-where-you-were","It remembers where you were",[135,13411,13412],{},"Every step saves as you go. If you close the tab halfway through, reopening the wizard resumes at the step you left, not at step one.",[149,13414,13416],{"id":13415},"why-did-onboarding-come-back","Why did onboarding come back?",[135,13418,13419],{},"If a new policy is published after you've finished onboarding, landing on the wizard again takes you straight to the outstanding policy — nothing else is re-asked. Sign it and you're back to work.",[276,13421,13422],{},[135,13423,13424,13425,13427,13428,13430,13431,212],{},"You can also read and acknowledge policies without the wizard, from ",[144,13426,10735],{},". Whatever is still waiting shows up in the ",[144,13429,10265],{}," section on Today — see ",[221,13432,10228],{"href":1805},[149,13434,325],{"id":324},[203,13436,13438],{"id":13437},"do-i-have-to-fill-in-my-date-of-birth-and-address","Do I have to fill in my date of birth and address?",[135,13440,13441,13442,13444],{},"No. ",[144,13443,13401],{}," moves past the personal-detail steps; you can add them later from your profile. Only policy acknowledgements are mandatory.",[203,13446,13448],{"id":13447},"can-i-sign-a-policy-with-my-mouse-or-finger","Can I sign a policy with my mouse or finger?",[135,13450,13451,13452,13455],{},"Yes — choose ",[144,13453,13454],{},"Draw signature"," instead of typing your name. Either counts as a legal acknowledgement, recorded with a timestamp.",[203,13457,13459],{"id":13458},"i-closed-the-browser-mid-onboarding-did-i-lose-my-progress","I closed the browser mid-onboarding. Did I lose my progress?",[135,13461,13462],{},"No. Each step saves as you complete it, and the wizard reopens at the step you left.",{"title":363,"searchDepth":22,"depth":22,"links":13464},[13465,13472,13473,13474,13475],{"id":13345,"depth":22,"text":13346,"children":13466},[13467,13468,13469,13470,13471],{"id":13351,"depth":32,"text":13352},{"id":13361,"depth":32,"text":13362},{"id":13368,"depth":32,"text":13369},{"id":13375,"depth":32,"text":13376},{"id":467,"depth":32,"text":468},{"id":13394,"depth":22,"text":13395},{"id":13408,"depth":22,"text":13409},{"id":13415,"depth":22,"text":13416},{"id":324,"depth":22,"text":325,"children":13476},[13477,13478,13479],{"id":13437,"depth":32,"text":13438},{"id":13447,"depth":32,"text":13448},{"id":13458,"depth":32,"text":13459},"What the Owneli onboarding wizard asks for on first login, which steps you can safely skip, and why it sometimes comes back later.","i-lucide-clipboard-check",[13483,13484,13485,13486,13487,13488],"first login setup","onboarding wizard","sign workplace policies","skip onboarding steps","emergency contact details","why did onboarding come back",{},"\u002Fhelp\u002Fgetting-started\u002Fcomplete-your-onboarding",[1802,2458],{"title":13334,"description":13480},"help\u002Fgetting-started\u002Fcomplete-your-onboarding","urAYzC0DgHBNCrPCpPLh3LhxgLgcPC8yInqODka-YaM",{"id":13496,"title":13497,"audience":7,"body":13498,"category":83,"description":13894,"draft":387,"extension":388,"icon":13895,"keywords":13896,"meta":13897,"navigation":398,"order":12610,"path":5287,"related":13898,"seo":13899,"stem":13900,"updatedAt":13901,"__hash__":13902},"help\u002Fhelp\u002Fgrowth\u002Fcampaigns.md","Campaigns",{"type":132,"value":13499,"toc":13874},[13500,13505,13508,13519,13523,13536,13543,13552,13555,13559,13717,13719,13776,13791,13795,13806,13809,13823,13826,13828,13833,13837,13840,13844,13855,13857],[135,13501,13502],{},[144,13503,13504],{},"Growth → Campaigns",[135,13506,13507],{},"A campaign is a broadcast: design once, deliver by email and text, follow up with people who didn't engage, and see the revenue it produced.",[135,13509,13510,13511,13514,13515,13518],{},"The page has two tabs — ",[144,13512,13513],{},"Blasts"," (one-time sends) and ",[144,13516,13517],{},"Always-on"," (campaigns that run themselves).",[149,13520,13522],{"id":13521},"send-a-newsletter","Send a newsletter",[135,13524,1139,13525,13528,13529,7160,13532,13535],{},[144,13526,13527],{},"Start a campaign ? Send a newsletter"," for an email update to clients who have opted into marketing. Start with ",[144,13530,13531],{},"Monthly newsletter",[144,13533,13534],{},"Community update",", then replace the sample copy with your news, useful advice, and booking links.",[135,13537,13538,13539,13542],{},"The template starts with your business accent colour, logo, and name. You can adjust the design before sending. Emails include your business identity, mailing address, an unsubscribe link, and a discreet ",[144,13540,13541],{},"Powered by Owneli"," footer.",[135,13544,13545,13546,7160,13549,13551],{},"Review the audience, send yourself a test, and choose ",[144,13547,13548],{},"Now",[144,13550,766],{},". The newsletter recipe creates one email campaign with no automatic follow-ups. ?Monthly? describes the template; it does not automatically send every month. Create and review a new edition for each send.",[135,13553,13554],{},"Clients who withdraw email marketing consent or become blocked before delivery are excluded. If an email address changes after scheduling, that queued email is suppressed; review the audience before sending another edition.",[149,13556,13558],{"id":13557},"build-a-campaign","Build a campaign",[200,13560,13561,13565,13575,13579,13589,13624,13632,13639,13643,13650,13659,13663,13666,13670,13673,13677,13680,13684,13691,13701,13705,13708,13713],{},[203,13562,13564],{"id":13563},"start-from-a-goal","Start from a goal",[135,13566,13567,13570,13571,13574],{},[144,13568,13569],{},"New campaign"," asks what outcome you're after and sets up the audience, channel and follow-ups for you. ",[144,13572,13573],{},"Start from scratch"," if you'd rather build it yourself.",[203,13576,13578],{"id":13577},"choose-your-audience","Choose your audience",[135,13580,13581,13582,13585,13586,13588],{},"Two modes. ",[144,13583,13584],{},"Standard"," offers ready-made segments. ",[144,13587,1870],{}," lets you stack conditions:",[716,13590,13591,13594,13597,13600,13603,13606,13609,13612,13615,13618,13621],{},[719,13592,13593],{},"Added in the last N days",[719,13595,13596],{},"Visited in the last N days",[719,13598,13599],{},"No visit in the last N days",[719,13601,13602],{},"Has tag",[719,13604,13605],{},"Visited location",[719,13607,13608],{},"Birthday month",[719,13610,13611],{},"At least N sales in a window",[719,13613,13614],{},"First visit upcoming",[719,13616,13617],{},"Has no-showed before",[719,13619,13620],{},"Has an active membership",[719,13622,13623],{},"Recently engaged a campaign",[135,13625,13626,13627,13629,13630,8930],{},"Then choose whether clients must match ",[144,13628,8926],{}," conditions or ",[144,13631,4545],{},[135,13633,13634,13635,13638],{},"A useful audience can be saved as a named ",[144,13636,13637],{},"segment"," and loaded into future campaigns.",[203,13640,13642],{"id":13641},"check-the-reach","Check the reach",[135,13644,13645,13646,13649],{},"The audience panel shows how many ",[144,13647,13648],{},"reachable"," clients match, split by email (free) and text (costs credits). You can preview a sample of who's included.",[317,13651,13652],{},[135,13653,13654,13655,13658],{},"The reach figure is who will ",[144,13656,13657],{},"actually receive"," it. Consent and deliverability are already filtered in — clients who never opted in, have no valid address, or have unsubscribed are not in that number.",[203,13660,13662],{"id":13661},"pick-a-channel","Pick a channel",[135,13664,13665],{},"Email, SMS, both, WhatsApp, or push. SMS and WhatsApp share the same opt-in and the same messaging balance.",[203,13667,13669],{"id":13668},"write-it","Write it",[135,13671,13672],{},"Start from a template or write from scratch. You can also A\u002FB test the subject line: half the audience gets subject A, half gets subject B, and the winner sends to everyone else automatically after the test window.",[203,13674,13676],{"id":13675},"attach-an-offer","Attach an offer",[135,13678,13679],{},"Optionally link a deal so it auto-applies when these clients book. Pick an existing active deal or create a new one.",[203,13681,13683],{"id":13682},"choose-when-to-send","Choose when to send",[135,13685,13686,270,13688,13690],{},[144,13687,13548],{},[144,13689,766],{}," for a date and time.",[135,13692,13693,13694,13696,13697,13700],{},"Or make it ",[144,13695,13517],{},": it checks your clients daily and reaches each one the moment they qualify. Set a ",[144,13698,13699],{},"re-entry cooldown"," — 30, 60, 90, 180 days or a year — so the same person isn't re-enrolled endlessly.",[203,13702,13704],{"id":13703},"add-follow-ups","Add follow-ups",[135,13706,13707],{},"Automatically re-send to recipients who didn't engage: those who haven't opened, haven't clicked, or haven't booked, after 1 to 7 days.",[276,13709,13710],{},[135,13711,13712],{},"Anyone who books is excluded from follow-ups automatically. You will never chase someone for not responding to an offer they already took.",[203,13714,13716],{"id":13715},"review-and-send","Review and send",[149,13718,6737],{"id":6736},[157,13720,13721,13729],{},[160,13722,13723],{},[163,13724,13725,13727],{},[166,13726,756],{},[166,13728,3428],{},[173,13730,13731,13740,13749,13758,13767],{},[163,13732,13733,13737],{},[178,13734,13735],{},[144,13736,6329],{},[178,13738,13739],{},"Being built",[163,13741,13742,13746],{},[178,13743,13744],{},[144,13745,766],{},[178,13747,13748],{},"Waiting for its send time",[163,13750,13751,13755],{},[178,13752,13753],{},[144,13754,10044],{},[178,13756,13757],{},"In flight",[163,13759,13760,13764],{},[178,13761,13762],{},[144,13763,6339],{},[178,13765,13766],{},"Delivered",[163,13768,13769,13773],{},[178,13770,13771],{},[144,13772,790],{},[178,13774,13775],{},"Stopped before sending",[135,13777,13778,13779,1295,13781,270,13783,13786,13787,13790],{},"Always-on campaigns are ",[144,13780,6329],{},[144,13782,6877],{},[144,13784,13785],{},"Paused",", and show how many clients are enrolled and when they were last checked. ",[144,13788,13789],{},"Check now"," runs an evaluation immediately.",[149,13792,13794],{"id":13793},"consent-and-the-law","Consent and the law",[1334,13796,13797,13803],{},[135,13798,13799,13800,13802],{},"Marketing consent is separate from appointment notifications, and it is never granted implicitly. A client who agreed to appointment reminders has ",[144,13801,1181],{}," agreed to marketing.",[135,13804,13805],{},"Marketing email and SMS are regulated — CAN-SPAM, CASL, GDPR, TCPA and their local equivalents all have things to say about consent, sender identity, and how easy it must be to unsubscribe. Requirements differ by jurisdiction and by channel, and they change. Confirm what applies to your business before you run marketing.",[135,13807,13808],{},"What Owneli does for you:",[716,13810,13811,13814,13817,13820],{},[719,13812,13813],{},"Filters non-consenting and unsubscribed clients out of every audience, before the count you see",[719,13815,13816],{},"Honours per-client opt-outs for email, SMS and birthday messages independently",[719,13818,13819],{},"Defers marketing sends outside your quiet-hours window (default 9:00–20:00 in your business's timezone)",[719,13821,13822],{},"Records who was sent what, and when",[135,13824,13825],{},"What remains yours: obtaining consent lawfully in the first place, your sender identity and physical address where required, and honouring an opt-out that arrives outside the app.",[149,13827,10659],{"id":10658},[135,13829,13830,13831,212],{},"Text is charged per segment against your messaging balance. The audience panel shows the credit cost before you send, and a longer message that uses unicode characters costs more segments per message. Check ",[144,13832,10668],{},[149,13834,13836],{"id":13835},"when-an-audience-empties","When an audience empties",[135,13838,13839],{},"If a campaign reports no matching clients, it usually means they have no valid email or phone, or have unsubscribed. Edit the audience and check the reach figure again.",[149,13841,13843],{"id":13842},"campaigns-versus-automations","Campaigns versus automations",[135,13845,13846,13847,13849,13850,10692,13852,13854],{},"A campaign is ",[144,13848,10695],{}," — you pick an audience and a time. An ",[221,13851,12374],{"href":6926},[144,13853,10687],{}," — it fires when something happens to one client.",[149,13856,2983],{"id":2982},[716,13858,13859,13865,13871],{},[719,13860,13861,13864],{},[144,13862,13863],{},"Growth → Reports → Attribution"," — revenue traced back to campaigns",[719,13866,13867,13870],{},[144,13868,13869],{},"Growth → Reports → Channel rollup"," — how each channel performs",[719,13872,13873],{},"Each campaign carries its own sent, opened, clicked and revenue figures",{"title":363,"searchDepth":22,"depth":22,"links":13875},[13876,13877,13888,13889,13890,13891,13892,13893],{"id":13521,"depth":22,"text":13522},{"id":13557,"depth":22,"text":13558,"children":13878},[13879,13880,13881,13882,13883,13884,13885,13886,13887],{"id":13563,"depth":32,"text":13564},{"id":13577,"depth":32,"text":13578},{"id":13641,"depth":32,"text":13642},{"id":13661,"depth":32,"text":13662},{"id":13668,"depth":32,"text":13669},{"id":13675,"depth":32,"text":13676},{"id":13682,"depth":32,"text":13683},{"id":13703,"depth":32,"text":13704},{"id":13715,"depth":32,"text":13716},{"id":6736,"depth":22,"text":6737},{"id":13793,"depth":22,"text":13794},{"id":10658,"depth":22,"text":10659},{"id":13835,"depth":22,"text":13836},{"id":13842,"depth":22,"text":13843},{"id":2982,"depth":22,"text":2983},"Build an audience, choose a channel, schedule the send, add follow-ups — and stay on the right side of consent rules.","i-lucide-megaphone",[],{},[6926,1540,2106],{"title":13497,"description":13894},"help\u002Fgrowth\u002Fcampaigns","2026-09-22","Mpbo5infG1BV5pMRW6jd1m8-Q0LcyO9W0KZiQgrplVY",{"id":13904,"title":13905,"audience":7,"body":13906,"category":63,"description":14034,"draft":387,"extension":388,"icon":7965,"keywords":14035,"meta":14041,"navigation":398,"order":12610,"path":14042,"related":12410,"seo":14043,"stem":14044,"updatedAt":403,"__hash__":14045},"help\u002Fhelp\u002Foperations\u002Fpolicy-compliance-tracking.md","Track policy compliance",{"type":132,"value":13907,"toc":14025},[13908,13913,13917,13920,13966,13972,13981,13985,13999,14001,14005,14008,14012,14015,14019],[135,13909,13910,13911,212],{},"The compliance dashboard answers one question for the whole team at once: who has acknowledged every published policy, and exactly what each person is missing. It's an admin-only view under ",[144,13912,10735],{},[149,13914,13916],{"id":13915},"how-do-i-see-who-hasnt-signed-a-policy","How do I see who hasn't signed a policy?",[135,13918,13919],{},"Open the compliance dashboard. The top of the page summarises the business — how many policies are published, how many employees, how many are fully compliant. Below, one row per employee:",[157,13921,13922,13931],{},[160,13923,13924],{},[163,13925,13926,13928],{},[166,13927,11520],{},[166,13929,13930],{},"What it tells you",[173,13932,13933,13943,13952],{},[163,13934,13935,13940],{},[178,13936,13937],{},[144,13938,13939],{},"Employee",[178,13941,13942],{},"Name, email, role, hire date",[163,13944,13945,13949],{},[178,13946,13947],{},[144,13948,10921],{},[178,13950,13951],{},"How many of the published policies they've acknowledged, as a count and a percentage",[163,13953,13954,13959],{},[178,13955,13956],{},[144,13957,13958],{},"Missing",[178,13960,13961,13962,13965],{},"Each unsigned policy by name — including ones where they signed an ",[144,13963,13964],{},"older version"," and the policy has since been republished",[135,13967,13968,13969,13971],{},"Use the search box to find a person and the ",[144,13970,10931],{}," filter to hide the fully-compliant rows and see just the outstanding work.",[276,13973,13974],{},[135,13975,13976,13977,13980],{},"\"Signed an older version\" counts as missing on purpose. A policy that changed materially needs a fresh acknowledgement — the dashboard flags those separately so you know the person signed ",[4543,13978,13979],{},"something",", just not the current text.",[149,13982,13984],{"id":13983},"closing-the-gaps","Closing the gaps",[135,13986,13987,13988,13990,13991,13994,13995,13998],{},"Employees see their outstanding policies in the ",[144,13989,10265],{}," section of Today, and anyone landing back in ",[221,13992,13993],{"href":13490},"onboarding"," is routed straight to unsigned policies. Chasing usually means a reminder in person or via ",[221,13996,13997],{"href":2474},"notes"," — signatures themselves always come from the employee, on their own login.",[149,14000,325],{"id":324},[203,14002,14004],{"id":14003},"why-does-a-new-hire-show-as-non-compliant-on-day-one","Why does a new hire show as non-compliant on day one?",[135,14006,14007],{},"Because they are — every published policy awaits their signature. Their first login walks them through signing, so the row usually clears itself within a day.",[203,14009,14011],{"id":14010},"can-i-sign-on-someones-behalf","Can I sign on someone's behalf?",[135,14013,14014],{},"No. Acknowledgements are personal legal sign-offs, recorded with the signer's identity and timestamp. The dashboard tracks; it never signs.",[203,14016,14018],{"id":14017},"a-policy-was-updated-does-everyone-have-to-re-sign","A policy was updated — does everyone have to re-sign?",[135,14020,14021,14022,14024],{},"When a policy is republished as a new version, prior acknowledgements apply to the old text, and the dashboard lists the policy under ",[144,14023,13958],{}," (marked as an older-version signature) for everyone until they re-acknowledge.",{"title":363,"searchDepth":22,"depth":22,"links":14026},[14027,14028,14029],{"id":13915,"depth":22,"text":13916},{"id":13983,"depth":22,"text":13984},{"id":324,"depth":22,"text":325,"children":14030},[14031,14032,14033],{"id":14003,"depth":32,"text":14004},{"id":14010,"depth":32,"text":14011},{"id":14017,"depth":32,"text":14018},"See at a glance which team members have signed every published policy, who's missing what, and who signed an outdated version.",[14036,14037,14038,14039,14040],"policy acknowledgement tracking","who signed the policy","staff compliance dashboard","unsigned policies","policy signed old version",{},"\u002Fhelp\u002Foperations\u002Fpolicy-compliance-tracking",{"title":13905,"description":14034},"help\u002Foperations\u002Fpolicy-compliance-tracking","P7ojCQc-DJNvLPObIyrnHVFx5ppzYSukASCqAW0A_EU",{"id":14047,"title":14048,"audience":7,"body":14049,"category":63,"description":14310,"draft":387,"extension":388,"icon":14311,"keywords":14312,"meta":14318,"navigation":398,"order":12610,"path":14319,"related":14320,"seo":14321,"stem":14322,"updatedAt":9293,"__hash__":14323},"help\u002Fhelp\u002Foperations\u002Frecord-and-follow-up-on-incidents.md","Record and follow up on venue incidents",{"type":132,"value":14050,"toc":14294},[14051,14056,14059,14066,14070,14076,14105,14111,14114,14118,14197,14200,14204,14211,14222,14225,14228,14232,14242,14245,14249,14255,14262,14267,14271,14281,14284,14287,14291],[135,14052,14053],{},[144,14054,14055],{},"Operations → Incidents",[135,14057,14058],{},"Use Incidents to keep a record of something that happened at your venue: what occurred, who was involved, what your team did, and what still needs attention. An incident can concern a client, a visitor without a client record, or an event with no identifiable person.",[135,14060,14061,14062,212],{},"This is separate from the confidential HR log on a team member's profile. For attendance, performance, or employee conduct records, see ",[221,14063,14065],{"href":14064},"\u002Fhelp\u002Fteam\u002Flog-an-employee-incident","Log an employee incident",[149,14067,14069],{"id":14068},"who-can-use-incidents","Who can use Incidents?",[135,14071,14072,14073,14075],{},"Access follows your role's ",[144,14074,11890],{}," permissions:",[157,14077,14078,14088],{},[160,14079,14080],{},[163,14081,14082,14085],{},[166,14083,14084],{},"Permission",[166,14086,14087],{},"What you can do",[173,14089,14090,14097],{},[163,14091,14092,14094],{},[178,14093,618],{},[178,14095,14096],{},"Read the incident list and individual records.",[163,14098,14099,14102],{},[178,14100,14101],{},"Manage",[178,14103,14104],{},"View records, file incidents, update the response, close or reopen a matter, and download reports.",[135,14106,14107,14108,14110],{},"Client access and blocking have separate permissions. Being able to file an incident does not give you access to every client's profile or contact details. Ask an administrator to review ",[221,14109,5647],{"href":3613}," if an action is missing.",[135,14112,14113],{},"Incident records are internal. They are not displayed to the person named in the client portal.",[149,14115,14117],{"id":14116},"file-an-incident","File an incident",[200,14119,14120,14124,14133,14137,14140,14144,14157,14161,14174,14177,14181,14184,14187,14191],{},[203,14121,14123],{"id":14122},"open-the-form","Open the form",[135,14125,4678,14126,14128,14129,14132],{},[144,14127,14055],{}," and choose ",[144,14130,14131],{},"File incident",". On mobile, use the add button in the page header.",[203,14134,14136],{"id":14135},"record-when-and-where-it-happened","Record when and where it happened",[135,14138,14139],{},"Enter the date and time the event occurred. You can record a past event, but not a future one. Check the location, especially if your business has several venues. The form may select your active location or your only location automatically.",[203,14141,14143],{"id":14142},"identify-the-subject","Identify the subject",[135,14145,14146,14147,14149,14150,270,14153,14156],{},"Choose an existing ",[144,14148,109],{},", a ",[144,14151,14152],{},"visitor",[144,14154,14155],{},"no identifiable person",". For a visitor, provide a name or a factual description. You do not need to create a client account just to document an event.",[203,14158,14160],{"id":14159},"describe-the-event","Describe the event",[135,14162,14163,14164,1295,14167,270,14170,14173],{},"Choose a category and a severity of ",[144,14165,14166],{},"minor",[144,14168,14169],{},"serious",[144,14171,14172],{},"critical",". Add a short summary and a detailed description of what happened.",[135,14175,14176],{},"Categories cover solicitation of sexual services, harassment, threats or violence, theft, payment issues, intoxication, property damage, trespass, safety, privacy, and other events.",[203,14178,14180],{"id":14179},"record-the-response-and-people-involved","Record the response and people involved",[135,14182,14183],{},"Add any action already taken and any planned follow-up. If police were notified, record that and add the police reference if available. This records a notification you have already made; it does not contact the police.",[135,14185,14186],{},"You can add witnesses, affected people, and responders. Select a staff member or enter another person's name, with relevant contact information and notes. A record supports up to 20 people in this section.",[203,14188,14190],{"id":14189},"review-and-file","Review and file",[135,14192,14193,14194,212],{},"Check the subject, time, category, severity, description, and people before saving. The record receives an incident reference, identifies who filed it, and starts as ",[144,14195,14196],{},"Open",[135,14198,14199],{},"Write observable facts and distinguish what you witnessed from what someone told you. For example, “At 14:10, the visitor knocked a display onto the floor; Alex witnessed it” is more useful than a judgement about the visitor's character. Include only information needed to document the event and the response.",[149,14201,14203],{"id":14202},"update-the-response","Update the response",[135,14205,14206,14207,14210],{},"Open the incident and select ",[144,14208,14209],{},"Edit response",". You can update:",[716,14212,14213,14216,14219],{},[719,14214,14215],{},"Action taken.",[719,14217,14218],{},"Planned follow-up.",[719,14220,14221],{},"Whether police were notified and the police reference.",[135,14223,14224],{},"Save your changes when finished. Follow-up is a written record; it does not automatically schedule a task or send a reminder.",[135,14226,14227],{},"The original narrative, subject, category, severity, date, location, and people involved cannot be edited after filing. If you need to correct or clarify the original account, explain the correction in the follow-up, with a date and context, so readers can understand what changed.",[149,14229,14231],{"id":14230},"close-or-reopen-the-matter","Close or reopen the matter",[135,14233,1139,14234,14237,14238,14241],{},[144,14235,14236],{},"Close incident"," when the required response is complete. Closing keeps the record available; it does not delete it. Choose ",[144,14239,14240],{},"Reopen incident"," if further attention is needed.",[135,14243,14244],{},"Use the incident list's status and category filters to find open matters or review similar events.",[149,14246,14248],{"id":14247},"block-a-client-when-appropriate","Block a client when appropriate",[135,14250,14251,14252,14254],{},"Filing an incident does ",[144,14253,1181],{}," automatically block the client.",[135,14256,14257,14258,14261],{},"For a linked client, users with the required client-management permission can choose ",[144,14259,14260],{},"Block client",". The block form suggests a reason and includes the incident reference. Review and confirm it separately. Some reasons, including the safety designation, require additional authority.",[135,14263,14264,14265,212],{},"The incident shows the client's current blocked status. Closing the incident does not unblock the client. Manage that separately using ",[221,14266,4372],{"href":4371},[149,14268,14270],{"id":14269},"download-a-report","Download a report",[135,14272,14273,14274,14276,14277,14280],{},"Users with ",[144,14275,14101],{}," permission can choose ",[144,14278,14279],{},"Download report"," to save a PDF. The report includes the incident record and your business branding, where configured. Its timestamps use the incident location's time zone, falling back to the business time zone and then UTC.",[135,14282,14283],{},"The download is recorded in the audit log. Client contact and sensitive details follow the exporting user's permissions, so a report may omit information the user cannot access. Review the PDF before sharing it through your business's chosen process. Downloading does not send it to police, insurers, or the client.",[135,14285,14286],{},"Repeated exports are limited. If you see a message about too many reports, wait before trying again.",[149,14288,14290],{"id":14289},"why-can-i-no-longer-open-a-record","Why can I no longer open a record?",[135,14292,14293],{},"Your role may no longer have access, you may be in a different organization, or the linked client's record may have been restricted following an erasure request. A restricted record cannot be opened or exported through the ordinary incident screens. Ask your administrator to review the restriction rather than creating a duplicate record to bypass it.",{"title":363,"searchDepth":22,"depth":22,"links":14295},[14296,14297,14305,14306,14307,14308,14309],{"id":14068,"depth":22,"text":14069},{"id":14116,"depth":22,"text":14117,"children":14298},[14299,14300,14301,14302,14303,14304],{"id":14122,"depth":32,"text":14123},{"id":14135,"depth":32,"text":14136},{"id":14142,"depth":32,"text":14143},{"id":14159,"depth":32,"text":14160},{"id":14179,"depth":32,"text":14180},{"id":14189,"depth":32,"text":14190},{"id":14202,"depth":22,"text":14203},{"id":14230,"depth":22,"text":14231},{"id":14247,"depth":22,"text":14248},{"id":14269,"depth":22,"text":14270},{"id":14289,"depth":22,"text":14290},"File a factual record of a venue incident, document your response, close or reopen the matter, and download a report.","i-lucide-siren",[14313,14314,14315,14316,14317],"venue incident report","client incident","visitor safety harassment theft","police insurance report pdf","incident follow up",{},"\u002Fhelp\u002Foperations\u002Frecord-and-follow-up-on-incidents",[4371,14064,3613,2458],{"title":14048,"description":14310},"help\u002Foperations\u002Frecord-and-follow-up-on-incidents","6GIwILJ6dpgkEdmPZDgQVBq7Qffa4rqC-KPs7z3TCWY",{"id":14325,"title":14326,"audience":109,"body":14327,"category":124,"description":14486,"draft":387,"extension":388,"icon":14487,"keywords":14488,"meta":14494,"navigation":398,"order":12610,"path":11089,"related":14495,"seo":14496,"stem":14497,"updatedAt":403,"__hash__":14498},"help\u002Fhelp\u002Fportal\u002Fyour-appointments.md","See, reschedule, or cancel your appointments",{"type":132,"value":14328,"toc":14472},[14329,14339,14343,14349,14406,14409,14411,14432,14440,14444,14449,14451,14455,14458,14462,14465,14469],[135,14330,5134,14331,14333,14334,7160,14336,14338],{},[144,14332,1439],{}," in your account: upcoming visits at the top, past ones below. Tap ",[144,14335,9492],{},[144,14337,9531],{}," on any upcoming visit — anything cancelling would cost you is shown before you confirm.",[149,14340,14342],{"id":14341},"where-do-i-see-my-appointments","Where do I see my appointments?",[135,14344,14345,14346,14348],{},"Sign in and open ",[144,14347,1439],{},". Each visit shows its services, time, who you're booked with, and a status:",[157,14350,14351,14359],{},[160,14352,14353],{},[163,14354,14355,14357],{},[166,14356,756],{},[166,14358,11151],{},[173,14360,14361,14370,14379,14388,14397],{},[163,14362,14363,14367],{},[178,14364,14365],{},[144,14366,766],{},[178,14368,14369],{},"Booked, awaiting the venue's confirmation",[163,14371,14372,14376],{},[178,14373,14374],{},[144,14375,774],{},[178,14377,14378],{},"The venue has confirmed it",[163,14380,14381,14385],{},[178,14382,14383],{},[144,14384,782],{},[178,14386,14387],{},"The visit happened",[163,14389,14390,14394],{},[178,14391,14392],{},[144,14393,790],{},[178,14395,14396],{},"It was called off",[163,14398,14399,14403],{},[178,14400,14401],{},[144,14402,798],{},[178,14404,14405],{},"The venue recorded that you didn't attend",[135,14407,14408],{},"Times are shown in the venue's own time zone — the clock on the wall where your appointment happens.",[149,14410,9316],{"id":9315},[200,14412,14413,14417,14420,14424,14427,14429],{},[203,14414,14416],{"id":14415},"tap-reschedule-on-the-appointment","Tap Reschedule on the appointment",[135,14418,14419],{},"A panel opens with a date picker and that day's open times.",[203,14421,14423],{"id":14422},"pick-a-date-then-tap-a-time","Pick a date, then tap a time",[135,14425,14426],{},"Tapping a time only selects it — nothing moves yet, so a stray tap can't reschedule you.",[203,14428,2524],{"id":2523},[135,14430,14431],{},"Review the new time and confirm. Your booking moves and you get an updated confirmation.",[530,14433,14434],{},[135,14435,14436,14437,14439],{},"Some services cost more at peak times and less off-peak. If your new time changes the price, the difference is shown ",[144,14438,463],{}," you confirm — nothing is charged at that moment; any extra is due at your visit, and a cheaper time reduces what you owe.",[149,14441,14443],{"id":14442},"how-do-i-cancel","How do I cancel?",[135,14445,9352,14446,14448],{},[144,14447,9531],{}," on the appointment. Before you confirm, the screen shows exactly what cancelling now means: a deposit kept, a fee charged to your card on file, or a deposit refunded. Every business sets its own policy — read this screen rather than assuming. Cancelling can't be undone.",[149,14450,325],{"id":324},[203,14452,14454],{"id":14453},"why-have-the-reschedule-and-cancel-buttons-disappeared","Why have the Reschedule and Cancel buttons disappeared?",[135,14456,14457],{},"You're inside the venue's cutoff window — a set number of hours before the visit when online changes close. The page shows their phone number; last-minute changes are handled by a person.",[203,14459,14461],{"id":14460},"will-i-be-charged-for-cancelling","Will I be charged for cancelling?",[135,14463,14464],{},"Only if the venue's policy says so, and only what the confirmation screen shows you. If nothing about money appears before you confirm, nothing is charged.",[203,14466,14468],{"id":14467},"why-does-a-past-visit-say-not-recorded","Why does a past visit say \"Not recorded\"?",[135,14470,14471],{},"The time passed without the venue marking it completed or missed. It doesn't affect you — ask the venue if it matters for a package or membership session.",{"title":363,"searchDepth":22,"depth":22,"links":14473},[14474,14475,14480,14481],{"id":14341,"depth":22,"text":14342},{"id":9315,"depth":22,"text":9316,"children":14476},[14477,14478,14479],{"id":14415,"depth":32,"text":14416},{"id":14422,"depth":32,"text":14423},{"id":2523,"depth":32,"text":2524},{"id":14442,"depth":22,"text":14443},{"id":324,"depth":22,"text":325,"children":14482},[14483,14484,14485],{"id":14453,"depth":32,"text":14454},{"id":14460,"depth":32,"text":14461},{"id":14467,"depth":32,"text":14468},"See your upcoming and past salon visits in your online account, reschedule to a new time, or cancel — with any fee shown clearly before you confirm.","i-lucide-calendar-days",[14489,14490,14491,9456,14492,14493],"see my appointments online","reschedule my appointment","cancel my appointment online","upcoming appointments salon","cancellation fee",{},[11119,518],{"title":14326,"description":14486},"help\u002Fportal\u002Fyour-appointments","sMqksChiIXWG6pia8i0ir8lLIHfdvuJeM7zYJjCypQ4",{"id":14500,"title":14501,"audience":7,"body":14502,"category":53,"description":14857,"draft":387,"extension":388,"icon":14858,"keywords":14859,"meta":14860,"navigation":398,"order":12610,"path":14861,"related":14862,"seo":14864,"stem":14865,"updatedAt":918,"__hash__":14866},"help\u002Fhelp\u002Fretail\u002Fproducts-and-stock.md","Products and stock",{"type":132,"value":14503,"toc":14835},[14504,14508,14511,14515,14596,14600,14606,14610,14663,14667,14673,14682,14686,14691,14694,14752,14760,14764,14770,14773,14796,14801,14804,14806,14809,14811],[135,14505,14506],{},[144,14507,6610],{},[135,14509,14510],{},"Products are everything physical you sell — retail skincare, take-home kits, add-on items at the till.",[149,14512,14514],{"id":14513},"add-a-product","Add a product",[200,14516,14517,14520,14527,14531,14534,14538,14541,14545,14555,14559,14569,14575,14579,14589],{},[203,14518,1228],{"id":14519},"identity",[135,14521,14522,14523,14526],{},"Name, ",[144,14524,14525],{},"SKU",", category, and a short description. The description is shown on the retail catalog and in the cart, so write it for a client, not for yourself.",[203,14528,14530],{"id":14529},"barcode","Barcode",[135,14532,14533],{},"An EAN or UPC, scanned at the register. Worth entering for anything you sell in volume — scanning is much faster and much less error-prone than searching.",[203,14535,14537],{"id":14536},"image","Image",[135,14539,14540],{},"PNG, JPEG, WebP or GIF, up to 5MB. It appears next to the product everywhere the product appears.",[203,14542,14544],{"id":14543},"pricing","Pricing",[135,14546,14547,14550,14551,14554],{},[144,14548,14549],{},"Sell price"," is what the client pays. ",[144,14552,14553],{},"Cost"," is what you paid, used for margin reporting — the product card shows the resulting margin percentage once both are set.",[203,14556,14558],{"id":14557},"inventory","Inventory",[135,14560,14561,14564,14565,14568],{},[144,14562,14563],{},"On hand"," is your current quantity. ",[144,14566,14567],{},"Leave it blank to skip tracking entirely"," — useful for consumables you don't want to count.",[135,14570,14571,14574],{},[144,14572,14573],{},"Low-stock alert at"," triggers a low-stock notice when the quantity drops to that number.",[203,14576,14578],{"id":14577},"reordering","Reordering",[135,14580,14581,14584,14585,14588],{},[144,14582,14583],{},"Reorder point"," — when on-hand drops to this, the product appears on the reorder list.\n",[144,14586,14587],{},"Reorder quantity"," — how many to order when it does.",[135,14590,14591,14592,14595],{},"Set a ",[144,14593,14594],{},"preferred vendor"," so a purchase order can be drafted for it automatically.",[149,14597,14599],{"id":14598},"variants","Variants",[135,14601,14602,14603,14605],{},"A product with sizes or shades gets ",[144,14604,14598],{}," — 50 ml and 100 ml, or three shades of the same tint. Each variant is stocked and sold separately, and can carry its own price and cost or inherit the parent's.",[149,14607,14609],{"id":14608},"reading-stock-on-the-product-list","Reading stock on the product list",[157,14611,14612,14621],{},[160,14613,14614],{},[163,14615,14616,14619],{},[166,14617,14618],{},"Badge",[166,14620,3428],{},[173,14622,14623,14633,14643,14653],{},[163,14624,14625,14630],{},[178,14626,14627],{},[144,14628,14629],{},"Not tracked",[178,14631,14632],{},"On hand was left blank",[163,14634,14635,14640],{},[178,14636,14637],{},[144,14638,14639],{},"N on hand",[178,14641,14642],{},"Normal",[163,14644,14645,14650],{},[178,14646,14647],{},[144,14648,14649],{},"Low · N left",[178,14651,14652],{},"At or below the low-stock alert level",[163,14654,14655,14660],{},[178,14656,14657],{},[144,14658,14659],{},"Out of stock",[178,14661,14662],{},"Zero",[149,14664,14666],{"id":14665},"selling-a-product","Selling a product",[135,14668,14669,14670,14672],{},"Products go into the cart at checkout like anything else — see ",[221,14671,922],{"href":1197},". Selling a tracked product decrements its on-hand quantity for the location the sale happened at.",[317,14674,14675],{},[135,14676,12996,14677,13000,14679,14681],{},[144,14678,12999],{},[144,14680,13003],{}," to return the stock. Partial refunds always keep the stock where it is.",[149,14683,14685],{"id":14684},"stock-counts","Stock counts",[135,14687,14688],{},[144,14689,14690],{},"Retail → Products → Stock counts",[135,14692,14693],{},"A stock count reconciles what's physically on the shelf against what Owneli thinks you have.",[200,14695,14696,14700,14706,14710,14721,14738,14742,14745,14749],{},[203,14697,14699],{"id":14698},"start-a-count","Start a count",[135,14701,14702,14705],{},[144,14703,14704],{},"New count",", scoped to a location.",[203,14707,14709],{"id":14708},"enter-what-you-actually-counted","Enter what you actually counted",[135,14711,14712,14713,14716,14717,14720],{},"Each row shows the ",[144,14714,14715],{},"expected"," quantity and a field for the ",[144,14718,14719],{},"counted"," one. The variance is calculated as you go.",[135,14722,14723,14724,14727,14728,14731,14732,14735,14736,212],{},"Tabs let you work the list efficiently: ",[144,14725,14726],{},"Uncounted"," (still to do), ",[144,14729,14730],{},"Variance"," (doesn't match), ",[144,14733,14734],{},"Matched"," (does), and ",[144,14737,7751],{},[203,14739,14741],{"id":14740},"save-as-you-go","Save as you go",[135,14743,14744],{},"A count in progress can be left and resumed.",[203,14746,14748],{"id":14747},"complete-the-count","Complete the count",[135,14750,14751],{},"Completing applies an adjustment for every variance and tells you how many were applied.",[530,14753,14754],{},[135,14755,14756,14757,14759],{},"Completing a count writes real adjustments into the stock ledger. Check the ",[144,14758,14730],{}," tab before you complete — a mistyped count becomes a stock adjustment you then have to correct with another count.",[149,14761,14763],{"id":14762},"transfers-between-locations","Transfers between locations",[135,14765,14766,14769],{},[144,14767,14768],{},"Retail → Products → Transfers"," — only available with more than one location.",[135,14771,14772],{},"A transfer moves stock from a source location to a destination. It has three stages:",[878,14774,14775,14780,14787],{},[719,14776,14777,14779],{},[144,14778,6329],{}," — created, nothing has moved",[719,14781,14782,14784,14785],{},[144,14783,6339],{}," — stock is deducted from the ",[144,14786,11464],{},[719,14788,14789,14792,14793],{},[144,14790,14791],{},"Received"," — stock is added at the ",[144,14794,14795],{},"destination",[317,14797,14798],{},[135,14799,14800],{},"Drafts are paperwork. Counts only change when stock is actually sent and then received — which is what makes stock in transit visible rather than vanished.",[135,14802,14803],{},"Cancelling a transfer keeps it in history but moves no stock.",[149,14805,3152],{"id":3151},[135,14807,14808],{},"A bundle groups several products into a discounted set — a \"Morning Glow Routine\" of three items at one price. The editor shows what the components would cost bought separately, so the saving is obvious to you and to the client.",[149,14810,2983],{"id":2982},[716,14812,14813,14818,14824,14830],{},[719,14814,14815,14817],{},[144,14816,4094],{}," — current quantities",[719,14819,14820,14823],{},[144,14821,14822],{},"Stock log"," — every movement, with its cause",[719,14825,14826,14829],{},[144,14827,14828],{},"COGS"," — cost of goods sold",[719,14831,14832,14834],{},[144,14833,14558],{}," — the overall picture",{"title":363,"searchDepth":22,"depth":22,"links":14836},[14837,14845,14846,14847,14848,14854,14855,14856],{"id":14513,"depth":22,"text":14514,"children":14838},[14839,14840,14841,14842,14843,14844],{"id":14519,"depth":32,"text":1228},{"id":14529,"depth":32,"text":14530},{"id":14536,"depth":32,"text":14537},{"id":14543,"depth":32,"text":14544},{"id":14557,"depth":32,"text":14558},{"id":14577,"depth":32,"text":14578},{"id":14598,"depth":22,"text":14599},{"id":14608,"depth":22,"text":14609},{"id":14665,"depth":22,"text":14666},{"id":14684,"depth":22,"text":14685,"children":14849},[14850,14851,14852,14853],{"id":14698,"depth":32,"text":14699},{"id":14708,"depth":32,"text":14709},{"id":14740,"depth":32,"text":14741},{"id":14747,"depth":32,"text":14748},{"id":14762,"depth":22,"text":14763},{"id":3151,"depth":22,"text":3152},{"id":2982,"depth":22,"text":2983},"Set up the retail catalog, track on-hand quantities per location, run a stock count, and move stock between sites.","i-lucide-shopping-bag",[],{},"\u002Fhelp\u002Fretail\u002Fproducts-and-stock",[14863,1197],"\u002Fhelp\u002Fretail\u002Fpurchase-orders-and-vendors",{"title":14501,"description":14857},"help\u002Fretail\u002Fproducts-and-stock","ovus6g5Bdu4xX5ViAZPt9JlA_GbM5Ogup6sfLGbOiio",{"id":14868,"title":14869,"audience":7,"body":14870,"category":93,"description":15250,"draft":387,"extension":388,"icon":15251,"keywords":15252,"meta":15253,"navigation":398,"order":12610,"path":15254,"related":15255,"seo":15256,"stem":15257,"updatedAt":1545,"__hash__":15258},"help\u002Fhelp\u002Fsettings\u002Fmultiple-locations.md","Working with multiple locations",{"type":132,"value":14871,"toc":15237},[14872,14876,14879,14882,14886,14893,14896,14901,14905,14911,14915,15015,15019,15107,15115,15119,15125,15149,15153,15156,15167,15176,15180,15183,15187,15196,15200,15207,15211,15214,15217,15231],[135,14873,14874],{},[144,14875,6515],{},[135,14877,14878],{},"A location is a place you operate from: its own address, timezone, opening hours, contact details, team, and service menu.",[135,14880,14881],{},"Clients pick a location first when booking online, and services, prices, team and receipts all scope to it.",[149,14883,14885],{"id":14884},"the-location-switcher","The location switcher",[135,14887,14888,14889,14892],{},"The switcher sits in the top bar, next to the organisation switcher. It sets your ",[144,14890,14891],{},"active location"," — the lens the whole app is looking through.",[135,14894,14895],{},"Your choice persists across reloads and devices, so you come back to the site you actually work at.",[530,14897,14898],{},[135,14899,14900],{},"If the calendar, stock levels or takings look wrong, check the switcher first. Nine times out of ten the data is correct and you're looking at the wrong site.",[203,14902,14904],{"id":14903},"all-locations","All locations",[135,14906,14907,14908,14910],{},"Users with the right permission also get an ",[144,14909,14904],{}," option — a rollup that shows the whole business at once. It's for owners and area managers; a front-desk role is normally pinned to their site.",[149,14912,14914],{"id":14913},"what-is-scoped-to-a-location","What is scoped to a location",[157,14916,14917,14927],{},[160,14918,14919],{},[163,14920,14921,14924],{},[166,14922,14923],{},"Thing",[166,14925,14926],{},"Scoping",[173,14928,14929,14938,14947,14956,14966,14976,14986,14995,15005],{},[163,14930,14931,14935],{},[178,14932,14933],{},[144,14934,1439],{},[178,14936,14937],{},"Per location",[163,14939,14940,14945],{},[178,14941,14942],{},[144,14943,14944],{},"Working hours and shifts",[178,14946,14937],{},[163,14948,14949,14953],{},[178,14950,14951],{},[144,14952,4094],{},[178,14954,14955],{},"Per location — the same product has its own count at each site",[163,14957,14958,14963],{},[178,14959,14960],{},[144,14961,14962],{},"Service menu and prices",[178,14964,14965],{},"Per location, via the service matrix. Empty price cells inherit the base price.",[163,14967,14968,14973],{},[178,14969,14970],{},[144,14971,14972],{},"Payment policy",[178,14974,14975],{},"Optionally per location. A location with its own policy replaces the business one entirely.",[163,14977,14978,14983],{},[178,14979,14980],{},[144,14981,14982],{},"Online booking rules",[178,14984,14985],{},"Per location, overriding the business defaults",[163,14987,14988,14993],{},[178,14989,14990],{},[144,14991,14992],{},"Cash drawer sessions",[178,14994,14937],{},[163,14996,14997,15002],{},[178,14998,14999],{},[144,15000,15001],{},"Sales and receipts",[178,15003,15004],{},"Recorded against the location they happened at",[163,15006,15007,15012],{},[178,15008,15009],{},[144,15010,15011],{},"Public venue page",[178,15013,15014],{},"One per location",[149,15016,15018],{"id":15017},"what-is-shared-across-the-business","What is shared across the business",[157,15020,15021,15029],{},[160,15022,15023],{},[163,15024,15025,15027],{},[166,15026,14923],{},[166,15028,14926],{},[173,15030,15031,15040,15050,15059,15069,15079,15089,15097],{},[163,15032,15033,15037],{},[178,15034,15035],{},[144,15036,1264],{},[178,15038,15039],{},"Business-wide. One person, one record, wherever they visit.",[163,15041,15042,15047],{},[178,15043,15044],{},[144,15045,15046],{},"Product catalog",[178,15048,15049],{},"Business-wide definitions; only the quantities are per location.",[163,15051,15052,15056],{},[178,15053,15054],{},[144,15055,8477],{},[178,15057,15058],{},"Business-wide definitions; availability and price are per location.",[163,15060,15061,15066],{},[178,15062,15063],{},[144,15064,15065],{},"Memberships, packages, gift cards",[178,15067,15068],{},"Business-wide, so a client can redeem where they like",[163,15070,15071,15076],{},[178,15072,15073],{},[144,15074,15075],{},"Team members",[178,15077,15078],{},"Business-wide, with a primary location each",[163,15080,15081,15086],{},[178,15082,15083],{},[144,15084,15085],{},"Forms, notes, policies, boards",[178,15087,15088],{},"Business-wide",[163,15090,15091,15095],{},[178,15092,15093],{},[144,15094,5647],{},[178,15096,15088],{},[163,15098,15099,15104],{},[178,15100,15101],{},[144,15102,15103],{},"Tax rates",[178,15105,15106],{},"Applied across all locations, with per-service overrides",[317,15108,15109,15112],{},[135,15110,15111],{},"Clients being business-wide is deliberate. Someone who has a facial at your north site and a peel at the south site is one client with one history, not two half-histories.",[135,15113,15114],{},"The client directory does offer a location filter when you specifically want to see who books where.",[149,15116,15118],{"id":15117},"adding-a-location","Adding a location",[135,15120,15121,15124],{},[144,15122,15123],{},"Settings → Business setup → Add location."," Then set:",[716,15126,15127,15130,15137,15143,15146],{},[719,15128,15129],{},"Name, description, and business types",[719,15131,15132,15133,15136],{},"Address — or mark it as ",[144,15134,15135],{},"mobile and online services only"," if there's no premises",[719,15138,15139,15142],{},[144,15140,15141],{},"Timezone"," — set this carefully, it drives every time the calendar and emails display",[719,15144,15145],{},"Opening hours",[719,15147,15148],{},"Location email and phone",[149,15150,15152],{"id":15151},"publishing-a-location","Publishing a location",[135,15154,15155],{},"Each location has its own public profile at a readable URL, plus its own booking link.",[135,15157,15158,15159,15162,15163,15166],{},"A location is either ",[144,15160,15161],{},"Listed"," — publicly visible and bookable — or ",[144,15164,15165],{},"Unlisted",". Publishing runs a checklist first; if something required is missing, publishing is blocked and the checklist tells you what to finish.",[135,15168,15169,699,15172,15175],{},[144,15170,15171],{},"Copy booking link",[144,15173,15174],{},"Copy profile link"," give you the URLs to put on your website and socials.",[149,15177,15179],{"id":15178},"setting-the-primary-location","Setting the primary location",[135,15181,15182],{},"One location is the business primary. It's the default for anything that has to pick one when no location is specified.",[149,15184,15186],{"id":15185},"archiving-a-location","Archiving a location",[530,15188,15189],{},[135,15190,15191,15192,15195],{},"Archiving keeps the location's history intact but removes it from the switcher, from booking, and from new activity. ",[144,15193,15194],{},"Team members assigned there will need a new location."," Reassign people before you archive, not after.",[149,15197,15199],{"id":15198},"moving-stock-between-sites","Moving stock between sites",[135,15201,266,15202,15204,15205,212],{},[144,15203,14768],{},". Stock leaves the source when the transfer is sent and arrives at the destination when it's received — see ",[221,15206,14501],{"href":14861},[149,15208,15210],{"id":15209},"reporting-across-locations","Reporting across locations",[135,15212,15213],{},"Most reports carry a location filter, and it lives in the URL alongside the date range.",[135,15215,15216],{},"Two reports are built specifically for multi-site businesses:",[716,15218,15219,15225],{},[719,15220,15221,15224],{},[144,15222,15223],{},"Location analytics"," — the picture per site",[719,15226,15227,15230],{},[144,15228,15229],{},"Performance by location"," — revenue, appointment volume and active staff, side by side",[135,15232,15233,15236],{},[144,15234,15235],{},"Cross-location redemptions"," shows where memberships, packages and gift cards sold at one site are being redeemed at another — the number to watch if sites are settled against each other.",{"title":363,"searchDepth":22,"depth":22,"links":15238},[15239,15242,15243,15244,15245,15246,15247,15248,15249],{"id":14884,"depth":22,"text":14885,"children":15240},[15241],{"id":14903,"depth":32,"text":14904},{"id":14913,"depth":22,"text":14914},{"id":15017,"depth":22,"text":15018},{"id":15117,"depth":22,"text":15118},{"id":15151,"depth":22,"text":15152},{"id":15178,"depth":22,"text":15179},{"id":15185,"depth":22,"text":15186},{"id":15198,"depth":22,"text":15199},{"id":15209,"depth":22,"text":15210},"Switch between sites, understand what is scoped to a location and what is shared across the business, and read the all-locations rollup.","i-lucide-map-pin",[],{},"\u002Fhelp\u002Fsettings\u002Fmultiple-locations",[3237,14861,2106],{"title":14869,"description":15250},"help\u002Fsettings\u002Fmultiple-locations","2IsNHOIrxfxhTLalhE84qR-rs14tynKlg3KLTrjnjN8",{"id":15260,"title":11990,"audience":7,"body":15261,"category":73,"description":15535,"draft":387,"extension":388,"icon":15536,"keywords":15537,"meta":15544,"navigation":398,"order":12610,"path":11989,"related":15545,"seo":15546,"stem":15547,"updatedAt":403,"__hash__":15548},"help\u002Fhelp\u002Fteam\u002Fcommission-and-compensation.md",{"type":132,"value":15262,"toc":15519},[15263,15269,15272,15276,15283,15288,15291,15351,15358,15362,15369,15414,15423,15427,15434,15438,15470,15474,15496,15498,15502,15505,15509,15512,15516],[135,15264,15265,15266,15268],{},"Commission is computed automatically from the rules on each team member's ",[144,15267,7705],{}," tab. Every earned amount is written to a commission ledger with a full trace of the rule, base, and math that produced it — so a disputed number is always explainable, never a mystery.",[135,15270,15271],{},"Compensation and banking need the team-management permission; they're not visible to regular staff.",[149,15273,15275],{"id":15274},"how-is-commission-calculated","How is commission calculated?",[135,15277,15278,15279,15282],{},"When a sale closes, each line finds the ",[144,15280,15281],{},"most specific rule"," that covers it, in this order:",[135,15284,15285],{},[144,15286,15287],{},"item → employee → role → level → location → organization",[135,15289,15290],{},"A rule set on a specific service beats the member's personal rule, which beats their role's rule, and so on down to an org-wide default. The winning rule then applies its math:",[157,15292,15293,15302],{},[160,15294,15295],{},[163,15296,15297,15300],{},[166,15298,15299],{},"Rule element",[166,15301,494],{},[173,15303,15304,15314,15324,15341],{},[163,15305,15306,15311],{},[178,15307,15308],{},[144,15309,15310],{},"Applies to",[178,15312,15313],{},"Which line types the rule covers: services, add-ons, products, packages, memberships, gift cards, late fees",[163,15315,15316,15321],{},[178,15317,15318],{},[144,15319,15320],{},"Rate",[178,15322,15323],{},"A fixed percentage, or tiered bands based on the provider's period-to-date sales",[163,15325,15326,15331],{},[178,15327,15328],{},[144,15329,15330],{},"Tier style",[178,15332,15333,15336,15337,15340],{},[4543,15334,15335],{},"Progressive"," (each band's rate applies to sales within that band) or ",[4543,15338,15339],{},"retroactive"," (crossing a threshold re-rates the whole period)",[163,15342,15343,15348],{},[178,15344,15345],{},[144,15346,15347],{},"Base",[178,15349,15350],{},"Whether the base is before or after discounts and tax, and whether product or service costs are deducted first",[135,15352,15353,15354,15357],{},"Configured ",[144,15355,15356],{},"deductions"," (backbar, consumables, flat or percentage) can reduce the base before commission or the amount after it, always clamped so a line never goes negative.",[149,15359,15361],{"id":15360},"packages-and-memberships-who-earns-and-when","Packages and memberships: who earns, and when",[135,15363,15364,15365,15368],{},"Selling a package or membership and redeeming it are different events, and your ",[144,15366,15367],{},"recognition policy"," decides which one pays:",[157,15370,15371,15381],{},[160,15372,15373],{},[163,15374,15375,15378],{},[166,15376,15377],{},"Policy",[166,15379,15380],{},"Who earns",[173,15382,15383,15394,15404],{},[163,15384,15385,15391],{},[178,15386,15387,15390],{},[144,15388,15389],{},"On sale"," (default)",[178,15392,15393],{},"The seller earns the full commission when the cart closes",[163,15395,15396,15401],{},[178,15397,15398],{},[144,15399,15400],{},"On redemption",[178,15402,15403],{},"The sale pays nothing; the provider who performs each redeemed service earns then",[163,15405,15406,15411],{},[178,15407,15408],{},[144,15409,15410],{},"Split",[178,15412,15413],{},"A configured share at sale, the remainder at redemption",[530,15415,15416],{},[135,15417,15418,15419,15422],{},"Changing the recognition policy applies ",[144,15420,15421],{},"going forward only"," — it never silently restates past periods. Historical figures change only through an explicit recompute.",[149,15424,15426],{"id":15425},"worker-classification-gates-commission","Worker classification gates commission",[135,15428,15429,15430,15433],{},"Each member's classification (on the wage side of Compensation) controls whether the commission engine pays them at all — employees and contractors earn commission; a booth renter does not. The engine always reads the member's ",[144,15431,15432],{},"current"," classification: if you change someone's classification and then recompute past periods, the recomputation uses today's classification, not the one they held at the time. ",[149,15435,15437],{"id":15436},"setting-it-up","Setting it up",[200,15439,15440,15444,15452,15456,15463,15467],{},[203,15441,15443],{"id":15442},"open-the-members-compensation-tab","Open the member's Compensation tab",[135,15445,15446,15448,15449,15451],{},[144,15447,1638],{}," → click the member → ",[144,15450,7705],{},". You'll see their live rules, expired rules, and their level assignment.",[203,15453,15455],{"id":15454},"add-a-rule","Add a rule",[135,15457,15458,15459,15462],{},"Use the add-commission wizard: choose what it applies to, the rate or tier bands, and the base options. You can also ",[144,15460,15461],{},"copy rules from another member"," to keep a team consistent.",[203,15464,15466],{"id":15465},"assign-a-level-optional","Assign a level (optional)",[135,15468,15469],{},"Levels are org-wide commission defaults (\"Senior stylist\", \"Junior\"). A member with no personal rule falls back to their level's rule.",[149,15471,15473],{"id":15472},"where-to-see-the-results","Where to see the results",[716,15475,15476,15482,15487],{},[719,15477,15478,15481],{},[144,15479,15480],{},"Growth → Reports → Commission statement"," — per-provider commission with a drill into every line's rule, base, and band math.",[719,15483,15484,15486],{},[144,15485,3583],{}," — hours, tips, and commission folded into total payable.",[719,15488,15489,15490,3892,15492,212],{},"Staff see their own trailing commission and tips on ",[144,15491,3507],{},[221,15493,15495],{"href":15494},"\u002Fhelp\u002Fteam\u002Fsee-your-own-hours","See your own hours",[149,15497,325],{"id":324},[203,15499,15501],{"id":15500},"why-is-a-team-members-commission-zero","Why is a team member's commission zero?",[135,15503,15504],{},"Check, in order: their classification earns commission (not booth renter), a rule actually covers the line type sold, and the sale's recognition event matches the policy (an \"on redemption\" package sale pays nothing at sale time).",[203,15506,15508],{"id":15507},"two-rules-could-apply-which-wins","Two rules could apply — which wins?",[135,15510,15511],{},"The more specific scope always wins; ties never split. An item-level rule beats everything below it.",[203,15513,15515],{"id":15514},"can-a-staff-member-challenge-a-commission-line","Can a staff member challenge a commission line?",[135,15517,15518],{},"Yes — commission disputes are tracked per line so a question lands on the exact ledger row, with its rule trace as the evidence.",{"title":363,"searchDepth":22,"depth":22,"links":15520},[15521,15522,15523,15524,15529,15530],{"id":15274,"depth":22,"text":15275},{"id":15360,"depth":22,"text":15361},{"id":15425,"depth":22,"text":15426},{"id":15436,"depth":22,"text":15437,"children":15525},[15526,15527,15528],{"id":15442,"depth":32,"text":15443},{"id":15454,"depth":32,"text":15455},{"id":15465,"depth":32,"text":15466},{"id":15472,"depth":22,"text":15473},{"id":324,"depth":22,"text":325,"children":15531},[15532,15533,15534],{"id":15500,"depth":32,"text":15501},{"id":15507,"depth":32,"text":15508},{"id":15514,"depth":32,"text":15515},"How Owneli calculates staff commission — rules, tiers, sale vs redemption recognition, and where every dollar is explained in the ledger.","i-lucide-percent",[15538,15539,15540,15541,15542,15543],"staff commission setup","commission not showing","commission calculation","tiered commission","commission on packages and memberships","worker classification commission",{},[3895,15494,4178],{"title":11990,"description":15535},"help\u002Fteam\u002Fcommission-and-compensation","DzfH17CfrzMtUVUcrixd_Y98L7VdzpGzrEsXwZt_Xlc",{"id":15550,"title":15551,"audience":7,"body":15552,"category":43,"description":15726,"draft":387,"extension":388,"icon":15727,"keywords":15728,"meta":15735,"navigation":398,"order":15736,"path":15737,"related":15738,"seo":15739,"stem":15740,"updatedAt":403,"__hash__":15741},"help\u002Fhelp\u002Fclients\u002Fmarketing-consent-and-unsubscribes.md","Marketing consent and unsubscribes",{"type":132,"value":15553,"toc":15714},[15554,15560,15564,15570,15628,15634,15639,15643,15646,15650,15653,15664,15667,15671,15674,15678,15683,15685,15689,15692,15696,15707,15711],[135,15555,15556,15557,15559],{},"Owneli keeps one authoritative yes\u002Fno per client for marketing email, recorded with a timestamp and never granted silently. ",[221,15558,13497],{"href":5287}," send only to consented clients; an unsubscribe flips that one switch and stops all marketing at once — appointment notifications continue.",[149,15561,15563],{"id":15562},"whats-the-difference-between-marketing-consent-and-appointment-notifications","What's the difference between marketing consent and appointment notifications?",[135,15565,15566,15567,15569],{},"On a client's record, under ",[144,15568,1246],{},", three things look similar but are legally different:",[157,15571,15572,15584],{},[160,15573,15574],{},[163,15575,15576,15579,15582],{},[166,15577,15578],{},"Switch",[166,15580,15581],{},"Covers",[166,15583,10429],{},[173,15585,15586,15599,15614],{},[163,15587,15588,15593,15596],{},[178,15589,15590],{},[144,15591,15592],{},"Appointment emails \u002F SMS",[178,15594,15595],{},"Confirmations, reminders, reschedule notices — transactional messages about their own bookings",[178,15597,15598],{},"Usually on",[163,15600,15601,15606,15609],{},[178,15602,15603],{},[144,15604,15605],{},"Marketing emails",[178,15607,15608],{},"Campaigns, newsletters, promotions by email",[178,15610,15611],{},[144,15612,15613],{},"Off until the client consents",[163,15615,15616,15621,15624],{},[178,15617,15618],{},[144,15619,15620],{},"Marketing SMS",[178,15622,15623],{},"Promotional texts (requires a phone number on file)",[178,15625,15626],{},[144,15627,15613],{},[135,15629,15630,15631,15633],{},"Turning on appointment SMS is ",[4543,15632,1181],{}," permission to send campaigns. Marketing consent is its own explicit choice, recorded with a timestamp.",[530,15635,15636],{},[135,15637,15638],{},"Only tick a marketing toggle when the client actually agreed — on a form, verbally at the desk, or online. Ticking it \"so they get our offers\" is exactly the consent violation the separation exists to prevent.",[149,15640,15642],{"id":15641},"how-consent-is-used","How consent is used",[135,15644,15645],{},"Campaigns send only to clients whose marketing consent is on. There is a single source of truth for email marketing consent on the client record — every campaign, automation, and evergreen send checks the same field, so a client who opted out is out everywhere at once.",[149,15647,15649],{"id":15648},"unsubscribes","Unsubscribes",[135,15651,15652],{},"Every marketing email carries an unsubscribe link. When a client uses it:",[716,15654,15655,15658,15661],{},[719,15656,15657],{},"They land on a confirmation page and click once to confirm. (The extra click exists so email scanners that pre-open links don't unsubscribe people by accident.)",[719,15659,15660],{},"Mail apps with a built-in \"Unsubscribe\" button work too — Owneli supports one-click unsubscribe headers.",[719,15662,15663],{},"Their marketing email consent is switched off immediately, with the timestamp recorded.",[135,15665,15666],{},"Nothing else changes: appointment confirmations and reminders continue, because those are about their bookings, not marketing.",[149,15668,15670],{"id":15669},"re-subscribing","Re-subscribing",[135,15672,15673],{},"A client who unsubscribed can opt back in — but the request has to come from them. Record it the same way as any consent: their explicit ask, then the toggle.",[149,15675,15677],{"id":15676},"blocked-clients","Blocked clients",[135,15679,15680,15681,212],{},"Blocking a client also stops marketing to them, regardless of their consent state. See ",[221,15682,4372],{"href":4371},[149,15684,325],{"id":324},[203,15686,15688],{"id":15687},"a-client-unsubscribed-but-still-gets-appointment-reminders-is-that-a-bug","A client unsubscribed but still gets appointment reminders. Is that a bug?",[135,15690,15691],{},"No. Unsubscribing removes marketing consent only. Confirmations and reminders are transactional messages about their own bookings, controlled by the separate appointment-email\u002FSMS toggles on their record.",[203,15693,15695],{"id":15694},"where-do-i-see-whether-a-client-has-consented","Where do I see whether a client has consented?",[135,15697,15698,15699,15701,15702,15704,15705,212],{},"On their profile's ",[144,15700,4563],{}," tab, in the ",[144,15703,7655],{}," section of the communication preferences — see ",[221,15706,4353],{"href":4593},[203,15708,15710],{"id":15709},"can-i-re-subscribe-a-client-who-opted-out","Can I re-subscribe a client who opted out?",[135,15712,15713],{},"Only if they ask you to. Their explicit request is the consent; then turn the toggle back on. Doing it without their request is the violation the timestamped record exists to catch.",{"title":363,"searchDepth":22,"depth":22,"links":15715},[15716,15717,15718,15719,15720,15721],{"id":15562,"depth":22,"text":15563},{"id":15641,"depth":22,"text":15642},{"id":15648,"depth":22,"text":15649},{"id":15669,"depth":22,"text":15670},{"id":15676,"depth":22,"text":15677},{"id":324,"depth":22,"text":325,"children":15722},[15723,15724,15725],{"id":15687,"depth":32,"text":15688},{"id":15694,"depth":32,"text":15695},{"id":15709,"depth":32,"text":15710},"How marketing consent is recorded per client, what the unsubscribe link changes, and why appointment reminders keep sending after an opt-out.","i-lucide-mail-check",[15729,15730,15731,15732,15733,15734],"marketing consent","client unsubscribed","email opt out","sms marketing consent","unsubscribe link","still getting appointment reminders",{},45,"\u002Fhelp\u002Fclients\u002Fmarketing-consent-and-unsubscribes",[5287,1540],{"title":15551,"description":15726},"help\u002Fclients\u002Fmarketing-consent-and-unsubscribes","qjNNAL56XapmbO2au3phM5rQeMzJDgXrosi55G6eHhU",{"id":15743,"title":343,"audience":7,"body":15744,"category":103,"description":15869,"draft":387,"extension":388,"icon":15870,"keywords":15871,"meta":15878,"navigation":398,"order":15879,"path":342,"related":15880,"seo":15881,"stem":15882,"updatedAt":403,"__hash__":15883},"help\u002Fhelp\u002Faccount\u002Faccount-suspended-or-pending-review.md",{"type":132,"value":15745,"toc":15860},[15746,15753,15757,15818,15822,15828,15837,15839,15843,15846,15850,15853,15857],[135,15747,15748,15749,15752],{},"These screens mean your login worked but your ",[144,15750,15751],{},"membership"," in that business is paused, ended, or awaiting approval. Pending review resolves itself when an admin approves you; suspension is reversed by an admin; \"Access ended\" means you've been offboarded.",[149,15754,15756],{"id":15755},"what-does-each-screen-mean","What does each screen mean?",[157,15758,15759,15771],{},[160,15760,15761],{},[163,15762,15763,15766,15768],{},[166,15764,15765],{},"Screen",[166,15767,3428],{},[166,15769,15770],{},"How it resolves",[173,15772,15773,15788,15805],{},[163,15774,15775,15780,15783],{},[178,15776,15777],{},[144,15778,15779],{},"Pending review",[178,15781,15782],{},"Your account is set up, but the business requires an admin to approve new team members",[178,15784,15785,15786],{},"An admin approves you — the page checks every 30 seconds and lets you in automatically, or press ",[144,15787,13789],{},[163,15789,15790,15795,15802],{},[178,15791,15792],{},[144,15793,15794],{},"Access suspended",[178,15796,15797,15798,15801],{},"An admin has ",[144,15799,15800],{},"paused"," your access; your record and history stay intact",[178,15803,15804],{},"An admin restores access — if it's a mistake, contact your manager",[163,15806,15807,15812,15815],{},[178,15808,15809],{},[144,15810,15811],{},"Access ended",[178,15813,15814],{},"You've been offboarded or deactivated — this isn't a pause",[178,15816,15817],{},"Contact the business directly if you believe it's an error",[149,15819,15821],{"id":15820},"what-can-i-do-from-a-holding-screen","What can I do from a holding screen?",[135,15823,15824,15825,15827],{},"Only ",[144,15826,5612],{},". Nothing in the business can be viewed or changed while access is paused — that's the point of the screen.",[317,15829,15830],{},[135,15831,15832,15833,15836],{},"These states are about your membership in ",[144,15834,15835],{},"one"," business, not your Owneli login. If you belong to more than one business, being suspended in one doesn't touch your access to the others.",[149,15838,325],{"id":324},[203,15840,15842],{"id":15841},"how-long-does-pending-review-take","How long does pending review take?",[135,15844,15845],{},"As long as it takes a human to click approve. If you've been waiting a while, nudge the person who invited you — the page will let you in the moment they do.",[203,15847,15849],{"id":15848},"was-my-data-deleted-when-i-was-suspended","Was my data deleted when I was suspended?",[135,15851,15852],{},"No. Suspension keeps everything intact — appointments, sales, and timesheets stay attached to you.",[203,15854,15856],{"id":15855},"it-says-account-deactivated-at-the-login-page-is-that-the-same-thing","It says \"account deactivated\" at the login page — is that the same thing?",[135,15858,15859],{},"Same family: deactivation ends access before you even reach the app. Contact the business; there's nothing to fix on your side.",{"title":363,"searchDepth":22,"depth":22,"links":15861},[15862,15863,15864],{"id":15755,"depth":22,"text":15756},{"id":15820,"depth":22,"text":15821},{"id":324,"depth":22,"text":325,"children":15865},[15866,15867,15868],{"id":15841,"depth":32,"text":15842},{"id":15848,"depth":32,"text":15849},{"id":15855,"depth":32,"text":15856},"What Owneli's \"Access suspended\", \"Access ended\", and \"Pending review\" screens mean, how each gets resolved, and who to contact.","i-lucide-lock",[15872,15873,15874,15875,15876,15877],"account suspended","pending review","access ended","locked out of account","waiting for approval","account deactivated",{},50,[399,3613],{"title":343,"description":15869},"help\u002Faccount\u002Faccount-suspended-or-pending-review","aebL5Z1WvtqzAO59r3dyEiJYj5irzLkDWiA6lM_m5aE",{"id":15885,"title":15886,"audience":109,"body":15887,"category":114,"description":15958,"draft":387,"extension":388,"icon":15959,"keywords":15960,"meta":15965,"navigation":398,"order":15879,"path":15966,"related":15967,"seo":15968,"stem":15969,"updatedAt":403,"__hash__":15970},"help\u002Fhelp\u002Fbook-online\u002Fyour-after-care-page.md","Your pre-care and aftercare instructions",{"type":132,"value":15888,"toc":15950},[15889,15899,15903,15906,15919,15922,15927,15929,15933,15936,15940,15943,15947],[135,15890,15891,15892,15894,15895,15898],{},"The link opens your care instructions — what to do ",[144,15893,463],{}," your visit (pre-care) or ",[144,15896,15897],{},"after"," it (aftercare) — with your name at the top, in the venue's own look. No sign-in needed; just read and follow it, and come back whenever you need.",[149,15900,15902],{"id":15901},"what-is-the-care-page","What is the care page?",[135,15904,15905],{},"It's a private page your venue writes for your treatment. Typical contents:",[716,15907,15908,15914],{},[719,15909,15910,15913],{},[144,15911,15912],{},"Pre-care"," — how to prepare: what to avoid beforehand, what to bring.",[719,15915,15916,15918],{},[144,15917,10489],{}," — what to expect afterwards, what to avoid, and when to get in touch.",[135,15920,15921],{},"The venue's phone and email are at the bottom of the page.",[530,15923,15924],{},[135,15925,15926],{},"Care links expire after a while. If you'll want the instructions long-term, save the text or screenshot it while the link is live.",[149,15928,325],{"id":324},[203,15930,15932],{"id":15931},"the-link-has-expired-how-do-i-get-the-instructions-back","The link has expired — how do I get the instructions back?",[135,15934,15935],{},"The expired page shows the venue's contact details — ask and they'll send it again.",[203,15937,15939],{"id":15938},"something-doesnt-look-right-after-my-treatment-what-do-i-do","Something doesn't look right after my treatment — what do I do?",[135,15941,15942],{},"Contact the venue directly using the details at the bottom of the page. If it feels like an emergency, seek medical help first.",[203,15944,15946],{"id":15945},"can-anyone-else-open-my-care-page","Can anyone else open my care page?",[135,15948,15949],{},"Anyone with the link can — it needs no password. Keep it to yourself if the contents are personal.",{"title":363,"searchDepth":22,"depth":22,"links":15951},[15952,15953],{"id":15901,"depth":22,"text":15902},{"id":324,"depth":22,"text":325,"children":15954},[15955,15956,15957],{"id":15931,"depth":32,"text":15932},{"id":15938,"depth":32,"text":15939},{"id":15945,"depth":32,"text":15946},"The care link your salon or clinic sends before or after a treatment — how to read it, how long the link lasts, and what to do when it expires.","i-lucide-heart-pulse",[15961,15962,15963,15964],"aftercare instructions link","pre-care before treatment","care instructions expired","what to do after facial",{},"\u002Fhelp\u002Fbook-online\u002Fyour-after-care-page",[12717],{"title":15886,"description":15958},"help\u002Fbook-online\u002Fyour-after-care-page","VLQwvkCSrB8YC7-nGdcLo4l2aWl69rgeGDd0pTW-A5A",{"id":15972,"title":15973,"audience":7,"body":15974,"category":23,"description":16231,"draft":387,"extension":388,"icon":40,"keywords":16232,"meta":16238,"navigation":398,"order":15879,"path":16239,"related":16240,"seo":16241,"stem":16242,"updatedAt":1545,"__hash__":16243},"help\u002Fhelp\u002Fcalendar\u002Fbook-a-group-or-party.md","Book a group or party",{"type":132,"value":15975,"toc":16214},[15976,15984,15986,15989,16046,16049,16053,16060,16133,16136,16140,16148,16161,16169,16173,16180,16182,16186,16189,16193,16200,16204,16207,16211],[135,15977,15978,15979,5954,15981,15983],{},"A party is several appointments — one per guest, each with their own service, provider and time — grouped so you can manage, check out, and cancel them together. Start one with ",[144,15980,5953],{},[144,15982,5957],{}," from the empty-slot menu.",[149,15985,5704],{"id":5703},[135,15987,15988],{},"Parties are built one guest at a time: book each guest normally, and attach the bookings to the group as you go.",[200,15990,15991,15995,16009,16013,16019,16023,16035,16039],{},[203,15992,15994],{"id":15993},"start-the-party","Start the party",[135,15996,1139,15997,15999,16000,16002,16003,699,16006,212],{},[144,15998,5953],{}," (toolbar, or the phone's action button), or click an empty slot and pick ",[144,16001,5957],{},". A panel offers two paths: ",[144,16004,16005],{},"Create new appointment",[144,16007,16008],{},"Select existing appointment",[203,16010,16012],{"id":16011},"book-the-first-guest","Book the first guest",[135,16014,16015,16016,16018],{},"With ",[144,16017,16005],{},", pick an open slot — the normal booking panel opens. Book the guest as usual; on save, the appointment becomes the party's first member.",[203,16020,16022],{"id":16021},"add-the-rest","Add the rest",[135,16024,16025,16026,16029,16030,16032,16033,212],{},"From the group panel, ",[144,16027,16028],{},"Add to group"," repeats the choice: book another new appointment, or ",[144,16031,16008],{}," — the calendar shows \"Click any appointment to add it — keep going to add more\", and you click bookings on the grid until you press ",[144,16034,468],{},[203,16036,16038],{"id":16037},"review-the-party","Review the party",[135,16040,16041,16042,16045],{},"The group panel lists every guest with their service, time, price and status, plus a ",[144,16043,16044],{},"Group total"," in the footer.",[135,16047,16048],{},"An appointment can belong to only one party — clicking one that's already grouped tells you so.",[149,16050,16052],{"id":16051},"managing-the-party","Managing the party",[135,16054,16055,16056,16059],{},"Open any member appointment and its ",[144,16057,16058],{},"Part of a party"," banner opens the group panel. From there:",[157,16061,16062,16070],{},[160,16063,16064],{},[163,16065,16066,16068],{},[166,16067,1936],{},[166,16069,9174],{},[173,16071,16072,16090,16099,16110,16120],{},[163,16073,16074,16077],{},[178,16075,16076],{},"Open or remove one guest",[178,16078,16079,16080,16083,16084,1272,16087],{},"The guest's ",[144,16081,16082],{},"Actions"," menu — ",[144,16085,16086],{},"Open appointment",[144,16088,16089],{},"Remove guest",[163,16091,16092,16095],{},[178,16093,16094],{},"Add more guests",[178,16096,16097],{},[144,16098,16028],{},[163,16100,16101,16104],{},[178,16102,16103],{},"Check everyone out on one bill",[178,16105,16106,16109],{},[144,16107,16108],{},"⋮ → Checkout group"," — opens a single sale covering the party",[163,16111,16112,16115],{},[178,16113,16114],{},"Split the party back into solo bookings",[178,16116,16117],{},[144,16118,16119],{},"⋮ → Ungroup appointments",[163,16121,16122,16125],{},[178,16123,16124],{},"Cancel or no-show everyone",[178,16126,16127,1272,16130],{},[144,16128,16129],{},"⋮ → Cancel all",[144,16131,16132],{},"No-show all",[135,16134,16135],{},"Removing a guest cancels that guest's appointment (recorded as \"Removed from party\").",[149,16137,16139],{"id":16138},"cancelling-or-no-showing-the-whole-party","Cancelling or no-showing the whole party",[135,16141,16142,699,16145,16147],{},[144,16143,16144],{},"Cancel all",[144,16146,16132],{}," open a confirmation with two decisions:",[716,16149,16150,16156],{},[719,16151,16152,16155],{},[144,16153,16154],{},"Charge the late-cancellation fee to each guest with a card on file"," (or the no-show fee) — off by default.",[719,16157,16158,16160],{},[144,16159,12029],{}," — on by default for a cancellation, off for a no-show.",[530,16162,16163],{},[135,16164,16165,16166,212],{},"The notification rule is applied guest by guest: any guest whose card was charged is always emailed — the checkbox locks with \"Always sent — they were charged, so we have to tell them.\" A guest's kept deposit is credited against their fee, so nobody is penalised twice. See ",[221,16167,16168],{"href":12238},"Choose whether the client is notified",[149,16170,16172],{"id":16171},"guests-can-manage-the-group-themselves","Guests can manage the group themselves",[135,16174,16175,16176,16179],{},"Clients can book a party through your public booking site's group flow — adding guests, and paying one group deposit when your payment policy requires it. The organiser's link shows the roster and offers ",[144,16177,16178],{},"Cancel this group",", which cancels every guest's appointment.",[149,16181,325],{"id":324},[203,16183,16185],{"id":16184},"can-each-guest-have-a-different-service-and-provider","Can each guest have a different service and provider?",[135,16187,16188],{},"Yes — every guest is a full appointment with its own service, provider and time. The party is the wrapper that moves and settles them together.",[203,16190,16192],{"id":16191},"can-guests-pay-separately","Can guests pay separately?",[135,16194,16195,16196,16199],{},"Yes. ",[144,16197,16198],{},"Checkout group"," raises one bill for everyone; for separate bills, open each guest's appointment and check it out individually.",[203,16201,16203],{"id":16202},"who-can-manage-a-party","Who can manage a party?",[135,16205,16206],{},"Anyone who can manage appointments. Staff whose access is limited to their own calendar can only act on parties booked entirely with them.",[203,16208,16210],{"id":16209},"what-happens-to-the-group-when-i-ungroup-it","What happens to the group when I ungroup it?",[135,16212,16213],{},"Each appointment simply becomes a normal solo booking — nothing is cancelled or moved.",{"title":363,"searchDepth":22,"depth":22,"links":16215},[16216,16222,16223,16224,16225],{"id":5703,"depth":22,"text":5704,"children":16217},[16218,16219,16220,16221],{"id":15993,"depth":32,"text":15994},{"id":16011,"depth":32,"text":16012},{"id":16021,"depth":32,"text":16022},{"id":16037,"depth":32,"text":16038},{"id":16051,"depth":22,"text":16052},{"id":16138,"depth":22,"text":16139},{"id":16171,"depth":22,"text":16172},{"id":324,"depth":22,"text":325,"children":16226},[16227,16228,16229,16230],{"id":16184,"depth":32,"text":16185},{"id":16191,"depth":32,"text":16192},{"id":16202,"depth":32,"text":16203},{"id":16209,"depth":32,"text":16210},"Book several guests into one visit, manage the party from one panel, check everyone out together, and cancel or no-show the whole group.",[16233,16234,5799,16235,16236,16237],"book a group appointment","party booking salon","group checkout together","cancel whole group","add guest to party",{},"\u002Fhelp\u002Fcalendar\u002Fbook-a-group-or-party",[914,12238,1197],{"title":15973,"description":16231},"help\u002Fcalendar\u002Fbook-a-group-or-party","6lt-ccqywJDS_UsT2nHijfk949GquM40OpAKPIYa6z4",{"id":16245,"title":16246,"audience":7,"body":16247,"category":33,"description":16447,"draft":387,"extension":388,"icon":14858,"keywords":16448,"meta":16455,"navigation":398,"order":15879,"path":16456,"related":16457,"seo":16459,"stem":16460,"updatedAt":403,"__hash__":16461},"help\u002Fhelp\u002Fcheckout\u002Fsell-a-product.md","Sell a product at the POS",{"type":132,"value":16248,"toc":16431},[16249,16256,16260,16308,16317,16321,16381,16384,16388,16391,16393,16397,16403,16407,16412,16416,16424,16428],[135,16250,16251,16252,16255],{},"Add a product to any sale from the ",[144,16253,16254],{},"Products"," tab of the item picker — search by name, scan a barcode, or tap a pinned quick-sale favourite. Stock is checked when you add the line and deducted when the sale closes.",[149,16257,16259],{"id":16258},"how-do-i-add-a-product-to-a-sale","How do I add a product to a sale?",[200,16261,16262,16266,16276,16280,16291,16295,16298,16302],{},[203,16263,16265],{"id":16264},"open-the-picker","Open the picker",[135,16267,16268,16269,16271,16272,16275],{},"In the cart, tap ",[144,16270,16254],{}," on the ",[144,16273,16274],{},"Add to cart"," grid. (The same picker also has Services, Memberships, Packages and Gift card tabs.)",[203,16277,16279],{"id":16278},"find-the-product","Find the product",[135,16281,16282,16283,16286,16287,16290],{},"Type in ",[144,16284,16285],{},"Search products…",", or put the cursor in ",[144,16288,16289],{},"Scan or type a barcode…"," and scan — the matching product is added and the panel stays open, so you can scan a basket of items back to back.",[203,16292,16294],{"id":16293},"pick-the-variant-if-there-is-one","Pick the variant if there is one",[135,16296,16297],{},"A product with options shows \"{count} options\" and a from-price; tap it to expand and choose the exact variant. A variant's barcode wins over the product's.",[203,16299,16301],{"id":16300},"check-the-line","Check the line",[135,16303,16304,16305,212],{},"The line lands with the product's price for your location and the default product tax. Adjust quantity as needed, then carry on to ",[221,16306,16307],{"href":1197},"payment",[276,16309,16310],{},[135,16311,16312,16313,16316],{},"Pin your bestsellers with the star icon — they appear as ",[144,16314,16315],{},"Quick sale"," chips at the top of the picker, up to eight of them.",[149,16318,16320],{"id":16319},"stock-whats-enforced-and-when-it-moves","Stock: what's enforced, and when it moves",[157,16322,16323,16332],{},[160,16324,16325],{},[163,16326,16327,16329],{},[166,16328,8767],{},[166,16330,16331],{},"Detail",[173,16333,16334,16344,16352,16360,16368],{},[163,16335,16336,16338],{},[178,16337,14659],{},[178,16339,16340,16341,16343],{},"The row shows ",[144,16342,14659],{}," and can't be added; the server also refuses with \"Out of stock at this location\"",[163,16345,16346,16349],{},[178,16347,16348],{},"Per-location",[178,16350,16351],{},"Stock is counted at the location of the sale — plentiful stock at another branch doesn't help",[163,16353,16354,16357],{},[178,16355,16356],{},"Already in the cart",[178,16358,16359],{},"Units sitting in this open cart count against stock, so you can't oversell by adding twice",[163,16361,16362,16365],{},[178,16363,16364],{},"Untracked products",[178,16366,16367],{},"A product with no stock tracking is always sellable",[163,16369,16370,16375],{},[178,16371,16372],{},[144,16373,16374],{},"When stock is deducted",[178,16376,16377,16378,16380],{},"When the sale closes — including a ",[144,16379,1161],{}," close — not when the line is added",[135,16382,16383],{},"Selling a bundle deducts each component product's stock when the sale closes.",[149,16385,16387],{"id":16386},"prices-and-availability","Prices and availability",[135,16389,16390],{},"Prices are per location, and the server is the authority — the price on the line is resolved when you add it, so a stale screen can't sell at an old price. A product marked unavailable at your location refuses to add.",[149,16392,325],{"id":324},[203,16394,16396],{"id":16395},"why-cant-i-find-a-product-by-scanning","Why can't I find a product by scanning?",[135,16398,16399,16400,16402],{},"\"No product matches that barcode\" means no active product or variant in your business carries that code. Check the barcode on the product record under ",[144,16401,6610],{}," — and note the variant's barcode field is separate from the product's.",[203,16404,16406],{"id":16405},"the-product-shows-out-of-stock-but-im-holding-it-can-i-still-sell-it","The product shows out of stock but I'm holding it — can I still sell it?",[135,16408,16409,16410,212],{},"Not until the stock record is corrected. Adjust stock on the product (or run a count) and the line will add. See ",[221,16411,14501],{"href":14861},[203,16413,16415],{"id":16414},"does-a-refund-put-the-item-back-into-stock","Does a refund put the item back into stock?",[135,16417,16418,16419,16421,16422,212],{},"Only a full refund with ",[144,16420,13003],{}," ticked. See ",[221,16423,12938],{"href":1200},[203,16425,16427],{"id":16426},"can-i-sell-a-product-on-the-same-sale-as-a-service","Can I sell a product on the same sale as a service?",[135,16429,16430],{},"Yes — one cart takes services, products, memberships, packages and gift cards together, and a product added to an appointment sale is credited to the appointment's provider.",{"title":363,"searchDepth":22,"depth":22,"links":16432},[16433,16439,16440,16441],{"id":16258,"depth":22,"text":16259,"children":16434},[16435,16436,16437,16438],{"id":16264,"depth":32,"text":16265},{"id":16278,"depth":32,"text":16279},{"id":16293,"depth":32,"text":16294},{"id":16300,"depth":32,"text":16301},{"id":16319,"depth":22,"text":16320},{"id":16386,"depth":22,"text":16387},{"id":324,"depth":22,"text":325,"children":16442},[16443,16444,16445,16446],{"id":16395,"depth":32,"text":16396},{"id":16405,"depth":32,"text":16406},{"id":16414,"depth":32,"text":16415},{"id":16426,"depth":32,"text":16427},"Add retail products to a sale by search, barcode scan, or quick-sale favourites — and learn when stock is actually deducted.",[16449,16450,16451,16452,16453,16454],"sell retail product pos","scan barcode at checkout","product out of stock at till","quick sale favourites","when does stock decrease","sell product with service",{},"\u002Fhelp\u002Fcheckout\u002Fsell-a-product",[1197,14861,16458],"\u002Fhelp\u002Fcheckout\u002Ftaxes-at-checkout",{"title":16246,"description":16447},"help\u002Fcheckout\u002Fsell-a-product","mLMe_D8YSaF9lURvB4uQfDglcHz5_nbUFzI-SAGbRm0",{"id":16463,"title":7696,"audience":7,"body":16464,"category":43,"description":16620,"draft":387,"extension":388,"icon":16621,"keywords":16622,"meta":16628,"navigation":398,"order":15879,"path":4595,"related":12410,"seo":16629,"stem":16630,"updatedAt":403,"__hash__":16631},"help\u002Fhelp\u002Fclients\u002Fclient-photos.md",{"type":132,"value":16465,"toc":16606},[16466,16472,16476,16518,16522,16528,16571,16576,16583,16585,16589,16592,16596,16599,16603],[135,16467,16468,16469,16471],{},"Each client has a photo gallery on their profile — the ",[144,16470,1489],{}," tab — for before, after, and progress shots. Photos sit behind their own permission, separate from the rest of the record, because clinical images are the most sensitive thing you hold.",[149,16473,16475],{"id":16474},"how-do-i-add-photos-to-a-client","How do I add photos to a client?",[200,16477,16478,16482,16487,16491,16494,16498,16511,16515],{},[203,16479,16481],{"id":16480},"open-the-clients-photos-tab","Open the client's Photos tab",[135,16483,16484,16485,212],{},"Find the client and open their profile panel, then ",[144,16486,1489],{},[203,16488,16490],{"id":16489},"open-the-uploader","Open the uploader",[135,16492,16493],{},"Click the upload action — a panel slides in beside the profile.",[203,16495,16497],{"id":16496},"choose-the-phase","Choose the phase",[135,16499,16500,16501,1295,16504,270,16507,16510],{},"Mark each photo ",[144,16502,16503],{},"Before",[144,16505,16506],{},"After",[144,16508,16509],{},"Progress"," so the gallery reads as a treatment story, not a pile of images.",[203,16512,16514],{"id":16513},"drop-in-the-files","Drop in the files",[135,16516,16517],{},"Drag photos onto the dropzone or browse for them, then upload. A confirmation counts what went up; anything too large is called out by name.",[149,16519,16521],{"id":16520},"who-can-see-add-and-delete-photos","Who can see, add, and delete photos?",[135,16523,16524,16525,16527],{},"Photo access is a capability of its own — granting someone the client record does ",[4543,16526,1181],{}," grant them the gallery:",[157,16529,16530,16539],{},[160,16531,16532],{},[163,16533,16534,16536],{},[166,16535,14084],{},[166,16537,16538],{},"Allows",[173,16540,16541,16551,16561],{},[163,16542,16543,16548],{},[178,16544,16545],{},[144,16546,16547],{},"View photos",[178,16549,16550],{},"Open the Photos tab and see the gallery",[163,16552,16553,16558],{},[178,16554,16555],{},[144,16556,16557],{},"Manage photos",[178,16559,16560],{},"Upload and organise photos",[163,16562,16563,16568],{},[178,16564,16565],{},[144,16566,16567],{},"Delete photos",[178,16569,16570],{},"Remove photos — deliberately separate from managing",[135,16572,16573,16574,212],{},"If your role lacks photo access, the tab shows a locked \"hidden by your permissions\" state — not an empty gallery. See ",[221,16575,4510],{"href":4509},[530,16577,16578],{},[135,16579,16580,16581,212],{},"Photograph with consent. If your intake or consent form covers photography, make sure it's signed before the camera comes out — the signed form lives on the same profile, under ",[144,16582,1479],{},[149,16584,325],{"id":324},[203,16586,16588],{"id":16587},"why-cant-i-see-a-clients-photos-when-a-colleague-can","Why can't I see a client's photos when a colleague can?",[135,16590,16591],{},"Viewing photos is its own permission. Ask an admin to add the photo capability to your role if your work needs it.",[203,16593,16595],{"id":16594},"the-photos-tab-looks-empty-does-that-mean-none-were-taken","The Photos tab looks empty — does that mean none were taken?",[135,16597,16598],{},"Only if you have photo access. Without it the tab renders as hidden, and you can't distinguish \"no photos\" from \"photos you can't see\".",[203,16600,16602],{"id":16601},"can-clients-see-their-own-photos","Can clients see their own photos?",[135,16604,16605],{},"Photos are internal to the business — they aren't shown in the client portal.",{"title":363,"searchDepth":22,"depth":22,"links":16607},[16608,16614,16615],{"id":16474,"depth":22,"text":16475,"children":16609},[16610,16611,16612,16613],{"id":16480,"depth":32,"text":16481},{"id":16489,"depth":32,"text":16490},{"id":16496,"depth":32,"text":16497},{"id":16513,"depth":32,"text":16514},{"id":16520,"depth":22,"text":16521},{"id":324,"depth":22,"text":325,"children":16616},[16617,16618,16619],{"id":16587,"depth":32,"text":16588},{"id":16594,"depth":32,"text":16595},{"id":16601,"depth":32,"text":16602},"Upload before, after, and progress photos to a client's gallery, and control who on your team can view, add, or delete them.","i-lucide-image",[16623,16624,16625,16626,16627],"before and after photos","client photo gallery","upload treatment photos","who can see client photos","delete client photo",{},{"title":7696,"description":16620},"help\u002Fclients\u002Fclient-photos","L10-iAvXi0N3YI-06nKq7WXRBKXok_4iqjeknGlBKfk",{"id":16633,"title":16634,"audience":7,"body":16635,"category":13,"description":16829,"draft":387,"extension":388,"icon":16830,"keywords":16831,"meta":16838,"navigation":398,"order":15879,"path":16839,"related":16840,"seo":16841,"stem":16842,"updatedAt":403,"__hash__":16843},"help\u002Fhelp\u002Fgetting-started\u002Fsearch-everything.md","Search everything",{"type":132,"value":16636,"toc":16819},[16637,16645,16649,16760,16763,16767,16770,16782,16786,16789,16794,16796,16800,16805,16809,16812,16816],[135,16638,209,16639,16641,16642,16644],{},[139,16640,1271],{}," (Mac) or ",[139,16643,1275],{}," (Windows) on any page — or click the search field in the top bar — and type. Results appear grouped by kind, and selecting one jumps straight to it.",[149,16646,16648],{"id":16647},"what-can-global-search-find","What can global search find?",[157,16650,16651,16660],{},[160,16652,16653],{},[163,16654,16655,16657],{},[166,16656,1598],{},[166,16658,16659],{},"Matched on",[173,16661,16662,16671,16681,16691,16700,16708,16716,16725,16734,16742,16751],{},[163,16663,16664,16668],{},[178,16665,16666],{},[144,16667,1264],{},[178,16669,16670],{},"Name, email, or phone",[163,16672,16673,16678],{},[178,16674,16675],{},[144,16676,16677],{},"Form templates",[178,16679,16680],{},"Template name",[163,16682,16683,16688],{},[178,16684,16685],{},[144,16686,16687],{},"Submissions",[178,16689,16690],{},"Client name or template name",[163,16692,16693,16697],{},[178,16694,16695],{},[144,16696,9981],{},[178,16698,16699],{},"Name or subject line",[163,16701,16702,16706],{},[178,16703,16704],{},[144,16705,2407],{},[178,16707,2217],{},[163,16709,16710,16714],{},[178,16711,16712],{},[144,16713,10090],{},[178,16715,2217],{},[163,16717,16718,16722],{},[178,16719,16720],{},[144,16721,10393],{},[178,16723,16724],{},"Name",[163,16726,16727,16731],{},[178,16728,16729],{},[144,16730,1638],{},[178,16732,16733],{},"Name or email",[163,16735,16736,16740],{},[178,16737,16738],{},[144,16739,8477],{},[178,16741,16724],{},[163,16743,16744,16748],{},[178,16745,16746],{},[144,16747,16254],{},[178,16749,16750],{},"Name or SKU",[163,16752,16753,16758],{},[178,16754,16755],{},[144,16756,16757],{},"Vendors",[178,16759,16724],{},[135,16761,16762],{},"Each group shows up to five best matches. Selecting a result opens it — a client result opens their profile panel, a submission opens the submission detail, and so on.",[149,16764,16766],{"id":16765},"client-results-and-your-permissions","Client results and your permissions",[135,16768,16769],{},"What you can find follows what you're allowed to see:",[716,16771,16772,16779],{},[719,16773,16774,16775,16778],{},"If your role can't view client contact details, searching by ",[144,16776,16777],{},"email or phone won't match clients"," — you can still find them by name — and the email subtitle under each result is blank.",[719,16780,16781],{},"Archived services, products, and vendors don't appear.",[149,16783,16785],{"id":16784},"location-chips-on-clients","Location chips on clients",[135,16787,16788],{},"When a client visits more than one of your locations, their search result carries small location chips, so you can tell where they actually book without opening the profile.",[276,16790,16791],{},[135,16792,16793],{},"Search is scoped to your business, never across businesses — even if your login belongs to more than one workspace.",[149,16795,325],{"id":324},[203,16797,16799],{"id":16798},"why-cant-i-find-a-client-by-their-phone-number","Why can't I find a client by their phone number?",[135,16801,16802,16803,212],{},"Matching by email or phone requires permission to view client contact details. Without it you can still find any client by name — see ",[221,16804,4510],{"href":4509},[203,16806,16808],{"id":16807},"does-search-look-inside-form-answers-or-notes","Does search look inside form answers or notes?",[135,16810,16811],{},"No. It matches names, titles, subjects, emails, phones, and SKUs — not the body text of submissions, notes, or emails.",[203,16813,16815],{"id":16814},"why-do-i-only-see-five-results-per-group","Why do I only see five results per group?",[135,16817,16818],{},"Each group shows its five best matches. If what you want isn't there, add more of the name — or go to the full list page, whose own search pages through everything.",{"title":363,"searchDepth":22,"depth":22,"links":16820},[16821,16822,16823,16824],{"id":16647,"depth":22,"text":16648},{"id":16765,"depth":22,"text":16766},{"id":16784,"depth":22,"text":16785},{"id":324,"depth":22,"text":325,"children":16825},[16826,16827,16828],{"id":16798,"depth":32,"text":16799},{"id":16807,"depth":32,"text":16808},{"id":16814,"depth":32,"text":16815},"Press Ctrl+K or Cmd+K anywhere in Owneli to search clients, forms, submissions, services, products, and team in one place.","i-lucide-search",[16832,16833,16834,16835,16836,16837],"global search","search shortcut ctrl k","find a client fast","search keyboard shortcut","command palette","can't find a client in search",{},"\u002Fhelp\u002Fgetting-started\u002Fsearch-everything",[1802,1540],{"title":16634,"description":16829},"help\u002Fgetting-started\u002Fsearch-everything","OWdSfZdqLAdmKGZgyMjwfqa1r0KqmCVoAASmsd01yRU",{"id":16845,"title":16846,"audience":7,"body":16847,"category":83,"description":17318,"draft":387,"extension":388,"icon":17319,"keywords":17320,"meta":17321,"navigation":398,"order":15879,"path":17322,"related":17323,"seo":17324,"stem":17325,"updatedAt":918,"__hash__":17326},"help\u002Fhelp\u002Fgrowth\u002Floyalty-and-referrals.md","Loyalty and referrals",{"type":132,"value":16848,"toc":17299},[16849,16867,16870,16874,16888,16892,16949,16953,16967,16972,16975,16978,16981,17029,17041,17044,17047,17050,17096,17099,17102,17105,17109,17123,17128,17132,17191,17195,17200,17225,17228,17232,17242,17244,17247,17251,17256,17259,17277,17279],[135,16850,16851,16854,16855,1295,16858,1295,16861,1295,16864,212],{},[144,16852,16853],{},"Settings → Loyalty"," — four tabs: ",[144,16856,16857],{},"Points",[144,16859,16860],{},"Tiers",[144,16862,16863],{},"Rewards",[144,16865,16866],{},"Referrals",[149,16868,16857],{"id":16869},"points",[203,16871,16873],{"id":16872},"how-clients-earn","How clients earn",[716,16875,16876,16882],{},[719,16877,16878,16881],{},[144,16879,16880],{},"Points earned per $1 spent"," — the base rate applied at checkout",[719,16883,16884,16887],{},[144,16885,16886],{},"Earn points on"," — the subtotal before tax, or the total after tax",[203,16889,16891],{"id":16890},"how-clients-spend","How clients spend",[157,16893,16894,16902],{},[160,16895,16896],{},[163,16897,16898,16900],{},[166,16899,2805],{},[166,16901,494],{},[173,16903,16904,16914,16924,16937],{},[163,16905,16906,16911],{},[178,16907,16908],{},[144,16909,16910],{},"Points to redeem for $1",[178,16912,16913],{},"The exchange rate — e.g. 100 points = $1 off",[163,16915,16916,16921],{},[178,16917,16918],{},[144,16919,16920],{},"Minimum points to redeem",[178,16922,16923],{},"A floor per checkout, so nobody redeems 12 points",[163,16925,16926,16931],{},[178,16927,16928],{},[144,16929,16930],{},"Max redemption (% of sale)",[178,16932,16933,16934,16936],{},"A cap per sale. ",[139,16935,2768],{}," = no cap",[163,16938,16939,16944],{},[178,16940,16941],{},[144,16942,16943],{},"Redeem in increments of",[178,16945,16946,16948],{},[139,16947,2768],{}," = any amount",[203,16950,16952],{"id":16951},"keeping-the-balance-honest","Keeping the balance honest",[716,16954,16955,16964],{},[719,16956,16957,16960,16961,16963],{},[144,16958,16959],{},"Points expire after"," — ",[139,16962,2768],{}," means points never expire",[719,16965,16966],{},"Refunds reverse points: a full refund reverses them entirely, a partial refund reverses them proportionally",[530,16968,16969],{},[135,16970,16971],{},"Unredeemed points are a liability, and a programme with no expiry accumulates one indefinitely. Decide expiry deliberately — and note that point-expiry rules are regulated in some places.",[149,16973,16860],{"id":16974},"tiers",[135,16976,16977],{},"A tier ladder rewards cumulative spend with a better earn rate.",[135,16979,16980],{},"Each tier has:",[716,16982,16983,16991,16999,17005,17011,17017,17023],{},[719,16984,16985,699,16987,16990],{},[144,16986,16724],{},[144,16988,16989],{},"colour"," — the colour drives the tier badge everywhere it appears",[719,16992,16993,16960,16996,16998],{},[144,16994,16995],{},"Rank",[139,16997,2768],{}," is the base tier",[719,17000,17001,17004],{},[144,17002,17003],{},"Earn multiplier"," — e.g. 1.5× points",[719,17006,17007,17010],{},[144,17008,17009],{},"Spend to reach"," — the threshold to be upgraded into it",[719,17012,17013,17016],{},[144,17014,17015],{},"Spend to keep"," — the threshold to stay there",[719,17018,17019,17022],{},[144,17020,17021],{},"Qualifying window"," — the period spend is measured over",[719,17024,17025,17028],{},[144,17026,17027],{},"Grace before downgrade"," — how long someone keeps the tier after falling below the keep threshold",[276,17030,17031],{},[135,17032,1878,17033,17036,17037,17040],{},[144,17034,17035],{},"spend to keep"," lower than ",[144,17038,17039],{},"spend to reach",". A ladder that's as hard to hold as it was to climb feels like a punishment for a quiet quarter.",[135,17042,17043],{},"Tiers are recalculated on a schedule, so a client who crosses a threshold is upgraded without anyone doing anything.",[149,17045,16863],{"id":17046},"rewards",[135,17048,17049],{},"A reward is what points actually buy at checkout.",[716,17051,17052,17058,17066,17072,17081,17088],{},[719,17053,17054,17057],{},[144,17055,17056],{},"Reward name"," — e.g. \"$5 off your visit\"",[719,17059,17060,699,17063],{},[144,17061,17062],{},"Reward type",[144,17064,17065],{},"value",[719,17067,17068,17071],{},[144,17069,17070],{},"Minimum points"," — the cost to redeem",[719,17073,17074,17077,17078,17080],{},[144,17075,17076],{},"Maximum points"," — a cap, ",[139,17079,2768],{}," = none",[719,17082,17083,16960,17086,16948],{},[144,17084,17085],{},"Increment",[139,17087,2768],{},[719,17089,17090,16960,17093,17095],{},[144,17091,17092],{},"Expires after",[139,17094,2768],{}," = never",[135,17097,17098],{},"At checkout, an eligible client's available rewards appear and can be applied to the cart. The redemption is recorded against their points ledger.",[149,17100,16866],{"id":17101},"referrals",[135,17103,17104],{},"Every client gets a personal referral link they can share from their account.",[203,17106,17108],{"id":17107},"who-gets-what","Who gets what",[135,17110,17111,17112,17115,17116,17119,17120,212],{},"Set the ",[144,17113,17114],{},"referrer's"," reward — type and value — and the friend's ",[144,17117,17118],{},"welcome reward",". You also choose ",[144,17121,17122],{},"when the friend's reward is issued",[276,17124,17125],{},[135,17126,17127],{},"Issuing the welcome credit immediately means it's spendable on visit one, which is what makes the offer competitive. Expiry protects you if the friend never comes in.",[203,17129,17131],{"id":17130},"when-rewards-pay-out","When rewards pay out",[157,17133,17134,17142],{},[160,17135,17136],{},[163,17137,17138,17140],{},[166,17139,2805],{},[166,17141,494],{},[173,17143,17144,17157,17169,17179],{},[163,17145,17146,17151],{},[178,17147,17148],{},[144,17149,17150],{},"Minimum qualifying spend",[178,17152,17153,17154,17156],{},"The friend's first visit must reach this, before tax and tip. ",[139,17155,2768],{}," = no floor",[163,17158,17159,17164],{},[178,17160,17161],{},[144,17162,17163],{},"Referral expiry",[178,17165,17166,17167,17095],{},"How long the friend has to complete a first paid visit. ",[139,17168,2768],{},[163,17170,17171,17176],{},[178,17172,17173],{},[144,17174,17175],{},"Clawback window",[178,17177,17178],{},"A refund inside this window takes the rewards back. Disputes always do, regardless",[163,17180,17181,17186],{},[178,17182,17183],{},[144,17184,17185],{},"Reward credit expiry",[178,17187,17188,17189,17095],{},"How long issued credit lasts. ",[139,17190,2768],{},[203,17192,17194],{"id":17193},"limits-and-fraud-controls","Limits and fraud controls",[530,17196,17197],{},[135,17198,17199],{},"Referral programmes attract abuse. These controls exist because someone will try.",[716,17201,17202,17210,17216],{},[719,17203,17204,16960,17207,17209],{},[144,17205,17206],{},"Max rewards per referrer",[139,17208,2768],{}," = unlimited",[719,17211,17212,17215],{},[144,17213,17214],{},"Cap window"," — the rolling period the cap applies over",[719,17217,17218,17221,17222,17224],{},[144,17219,17220],{},"Hold for review after"," — a burst of this many open referrals from one source within 7 days parks new ones for your manual approval. ",[139,17223,2768],{}," = never hold",[135,17226,17227],{},"Held referrals appear in an approvals queue for you to accept or reject.",[203,17229,17231],{"id":17230},"partners-and-milestones","Partners and milestones",[135,17233,17234,17235,17238,17239,17241],{},"Beyond client-to-client referrals, you can register ",[144,17236,17237],{},"partners"," (a gym, a hotel, a neighbouring business) with their own tracking, and set ",[144,17240,10536],{}," that reward a referrer for hitting a count.",[203,17243,2892],{"id":2891},[135,17245,17246],{},"The whole referral programme can be paused. Existing credits stay valid; no new referrals are counted.",[149,17248,17250],{"id":17249},"what-clients-see","What clients see",[135,17252,17253,17254,212],{},"In their account, clients see their points balance, their position on the tier ladder, rewards they can redeem, and their personal referral link. See ",[221,17255,2482],{"href":2720},[149,17257,10393],{"id":17258},"automations",[135,17260,17261,17262,1295,17264,1295,17266,1295,17268,1295,17270,5658,17272,17274,17275,212],{},"Six loyalty automations tell clients about it without you sending anything: ",[144,17263,10551],{},[144,17265,10554],{},[144,17267,10557],{},[144,17269,10560],{},[144,17271,10563],{},[144,17273,10566],{},". See ",[221,17276,10393],{"href":6926},[149,17278,2983],{"id":2982},[716,17280,17281,17287,17293],{},[719,17282,17283,17286],{},[144,17284,17285],{},"Growth → Reports → Loyalty"," — balances and activity",[719,17288,17289,17292],{},[144,17290,17291],{},"Growth → Reports → Loyalty redemption ROI"," — points earned versus redeemed, the redeem-to-earn ratio, and the value of points actually redeemed at checkout",[719,17294,17295,17298],{},[144,17296,17297],{},"Growth → Reports → Referrals"," — who referred whom, and what it produced",{"title":363,"searchDepth":22,"depth":22,"links":17300},[17301,17306,17307,17308,17315,17316,17317],{"id":16869,"depth":22,"text":16857,"children":17302},[17303,17304,17305],{"id":16872,"depth":32,"text":16873},{"id":16890,"depth":32,"text":16891},{"id":16951,"depth":32,"text":16952},{"id":16974,"depth":22,"text":16860},{"id":17046,"depth":22,"text":16863},{"id":17101,"depth":22,"text":16866,"children":17309},[17310,17311,17312,17313,17314],{"id":17107,"depth":32,"text":17108},{"id":17130,"depth":32,"text":17131},{"id":17193,"depth":32,"text":17194},{"id":17230,"depth":32,"text":17231},{"id":2891,"depth":32,"text":2892},{"id":17249,"depth":22,"text":17250},{"id":17258,"depth":22,"text":10393},{"id":2982,"depth":22,"text":2983},"Set the earn and redeem rates, build a tier ladder, define rewards, and run a referral programme with fraud controls.","i-lucide-gem",[],{},"\u002Fhelp\u002Fgrowth\u002Floyalty-and-referrals",[1197,6926,2720],{"title":16846,"description":17318},"help\u002Fgrowth\u002Floyalty-and-referrals","R-pOi7weVXQHweIy9ISs-4SLatCfAzGobS8k2je8H5A",{"id":17328,"title":17329,"audience":7,"body":17330,"category":63,"description":17521,"draft":387,"extension":388,"icon":17522,"keywords":17523,"meta":17530,"navigation":398,"order":15879,"path":17531,"related":12410,"seo":17532,"stem":17533,"updatedAt":403,"__hash__":17534},"help\u002Fhelp\u002Foperations\u002Fimport-a-policy-from-a-document.md","Import a policy from a document",{"type":132,"value":17331,"toc":17505},[17332,17335,17339,17344,17410,17414,17451,17464,17468,17480,17482,17486,17489,17493,17498,17502],[135,17333,17334],{},"If your policies already exist as documents, don't retype them. The policy creation chooser offers five ways in — pick a starting point, land in the same editor, and publish from there. You need the policy-management permission for all of them.",[149,17336,17338],{"id":17337},"what-are-the-ways-to-create-a-policy","What are the ways to create a policy?",[135,17340,5134,17341,17343],{},[144,17342,10735],{}," and start a new policy. The chooser offers:",[157,17345,17346,17355],{},[160,17347,17348],{},[163,17349,17350,17353],{},[166,17351,17352],{},"Entry point",[166,17354,624],{},[173,17356,17357,17367,17377,17391,17401],{},[163,17358,17359,17364],{},[178,17360,17361],{},[144,17362,17363],{},"Template",[178,17365,17366],{},"Standard policies (code of conduct, health & safety…) pre-filled with your business's name and details",[163,17368,17369,17374],{},[178,17370,17371],{},[144,17372,17373],{},"AI assistant",[178,17375,17376],{},"Drafting a policy conversationally — available when your business has the AI assistant enabled",[163,17378,17379,17384],{},[178,17380,17381],{},[144,17382,17383],{},"Upload",[178,17385,17386,17387,17390],{},"An existing ",[144,17388,17389],{},"PDF, Word (.docx), or HTML"," file, up to 50 MB",[163,17392,17393,17398],{},[178,17394,17395],{},[144,17396,17397],{},"Paste",[178,17399,17400],{},"Text copied from anywhere",[163,17402,17403,17407],{},[178,17404,17405],{},[144,17406,10846],{},[178,17408,17409],{},"Writing from scratch",[149,17411,17413],{"id":17412},"how-do-i-upload-an-existing-policy-document","How do I upload an existing policy document?",[200,17415,17416,17420,17423,17427,17430,17434,17437,17441,17444,17448],{},[203,17417,17419],{"id":17418},"choose-upload","Choose Upload",[135,17421,17422],{},"From the policy chooser.",[203,17424,17426],{"id":17425},"drop-in-the-file","Drop in the file",[135,17428,17429],{},"PDF, .docx, or HTML, up to 50 MB. Anything else is rejected up front.",[203,17431,17433],{"id":17432},"title-and-categorise-it","Title and categorise it",[135,17435,17436],{},"Give it a title and pick a category — code of conduct, health & safety, privacy, harassment, attendance, social media, confidentiality, employee handbook, or other.",[203,17438,17440],{"id":17439},"let-owneli-extract-the-content","Let Owneli extract the content",[135,17442,17443],{},"The document's text is pulled into the policy body for you to review.",[203,17445,17447],{"id":17446},"save-as-a-draft","Save as a draft",[135,17449,17450],{},"Check the extraction — headings and lists occasionally need tidying — then save. It publishes like any other policy.",[530,17452,17453],{},[135,17454,17455,17456,17459,17460,17463],{},"A policy only binds people once it's ",[144,17457,17458],{},"published"," — drafts are invisible to the team. And publishing starts the acknowledgement clock: everyone will be asked to sign, and the ",[221,17461,17462],{"href":14042},"compliance dashboard"," tracks who hasn't.",[149,17465,17467],{"id":17466},"paste-and-the-ai-helper","Paste and the AI helper",[135,17469,17470,17472,17473,17475,17476,212],{},[144,17471,17397],{}," is the same flow minus the file — paste the text, title it, save the draft. The ",[144,17474,17373],{}," drafts a policy in conversation, template-first, using your business's details; like every AI surface in Owneli it produces drafts for your review, never published text. See the general pattern in ",[221,17477,17479],{"href":17478},"\u002Fhelp\u002Fclients\u002Fbuild-an-email-with-the-ai-helper","Build an email or form with the AI helper",[149,17481,325],{"id":324},[203,17483,17485],{"id":17484},"my-scanned-pdf-imported-as-gibberish-or-nothing-why","My scanned PDF imported as gibberish or nothing. Why?",[135,17487,17488],{},"Extraction reads the document's text layer. A scan that's just images has none — run it through OCR first, or paste the text.",[203,17490,17492],{"id":17491},"does-uploading-publish-the-policy","Does uploading publish the policy?",[135,17494,17495,17496,212],{},"No. Every entry point lands on a draft. Review it, then publish deliberately — see ",[221,17497,2407],{"href":2458},[203,17499,17501],{"id":17500},"why-dont-i-see-the-ai-option-in-the-chooser","Why don't I see the AI option in the chooser?",[135,17503,17504],{},"The AI assistant is enabled per business in settings; when it's off, that card doesn't appear.",{"title":363,"searchDepth":22,"depth":22,"links":17506},[17507,17508,17515,17516],{"id":17337,"depth":22,"text":17338},{"id":17412,"depth":22,"text":17413,"children":17509},[17510,17511,17512,17513,17514],{"id":17418,"depth":32,"text":17419},{"id":17425,"depth":32,"text":17426},{"id":17432,"depth":32,"text":17433},{"id":17439,"depth":32,"text":17440},{"id":17446,"depth":32,"text":17447},{"id":17466,"depth":22,"text":17467},{"id":324,"depth":22,"text":325,"children":17517},[17518,17519,17520],{"id":17484,"depth":32,"text":17485},{"id":17491,"depth":32,"text":17492},{"id":17500,"depth":32,"text":17501},"Turn an existing PDF, Word file, or pasted text into a Owneli policy your team can read and sign — or draft one with the AI helper.","i-lucide-file-up",[17524,17525,17526,17527,17528,17529],"upload policy pdf","import employee handbook","paste policy text","policy from word document","ai policy writer","create workplace policy",{},"\u002Fhelp\u002Foperations\u002Fimport-a-policy-from-a-document",{"title":17329,"description":17521},"help\u002Foperations\u002Fimport-a-policy-from-a-document","57Q_xb1w-pVZHc9_wWVcePFKcSSG8Vlx3xfeyircJpk",{"id":17536,"title":17537,"audience":109,"body":17538,"category":124,"description":17703,"draft":387,"extension":388,"icon":17704,"keywords":17705,"meta":17712,"navigation":398,"order":15879,"path":17713,"related":17714,"seo":17716,"stem":17717,"updatedAt":403,"__hash__":17718},"help\u002Fhelp\u002Fportal\u002Fyour-wallet.md","Your wallet — store credit, cards, gift cards, and receipts",{"type":132,"value":17539,"toc":17690},[17540,17550,17554,17594,17601,17605,17610,17633,17638,17642,17647,17663,17665,17669,17672,17676,17683,17687],[135,17541,17542,17543,17545,17546,17549],{},"Two pages in your account cover your money: ",[144,17544,1499],{}," shows what you can spend — store credit, saved cards, gift cards — and ",[144,17547,17548],{},"Purchases"," lists every receipt from your visits.",[149,17551,17553],{"id":17552},"whats-in-my-wallet","What's in my wallet?",[157,17555,17556,17564],{},[160,17557,17558],{},[163,17559,17560,17562],{},[166,17561,2569],{},[166,17563,2572],{},[173,17565,17566,17576,17585],{},[163,17567,17568,17573],{},[178,17569,17570],{},[144,17571,17572],{},"Store credit",[178,17574,17575],{},"Balance from a top-up plan, spent at the venue when you pay",[163,17577,17578,17582],{},[178,17579,17580],{},[144,17581,2683],{},[178,17583,17584],{},"Cards on file — add, set a default, or remove",[163,17586,17587,17591],{},[178,17588,17589],{},[144,17590,2676],{},[178,17592,17593],{},"Cards you hold, with their live balances",[135,17595,17596,17597,17600],{},"Credit on a paused or past-due plan shows as ",[144,17598,17599],{},"on hold"," and can't be spent until the plan is active again.",[149,17602,17604],{"id":17603},"how-do-i-manage-my-saved-cards","How do I manage my saved cards?",[135,17606,12531,17607,17609],{},[144,17608,1499],{},", each card shows its brand, last four digits, and expiry.",[716,17611,17612,17622,17628],{},[719,17613,17614,17617,17618,212],{},[144,17615,17616],{},"Add card"," — enter a new card yourself on the secure form. The venue never sees the number; see ",[221,17619,17621],{"href":17620},"\u002Fhelp\u002Fportal\u002Fsaved-cards-and-payment-security","Saved cards and payment security",[719,17623,17624,17627],{},[144,17625,17626],{},"Make default"," — choose which card your memberships bill against.",[719,17629,17630,17632],{},[144,17631,12523],{}," — you'll confirm first, because a membership billing to that card will need a replacement.",[317,17634,17635],{},[135,17636,17637],{},"Removing a card detaches it at the payment processor, so it genuinely cannot be charged afterwards.",[149,17639,17641],{"id":17640},"where-are-my-receipts","Where are my receipts?",[135,17643,5134,17644,17646],{},[144,17645,17548],{},". You'll see spend summaries (lifetime, this year, last 30 days) and every receipt.",[200,17648,17649,17653,17656,17660],{},[203,17650,17652],{"id":17651},"tap-the-eye-icon-on-a-receipt","Tap the eye icon on a receipt",[135,17654,17655],{},"The itemised breakdown opens: each line, discounts, tax, tip, and how it was paid.",[203,17657,17659],{"id":17658},"tap-print","Tap Print",[135,17661,17662],{},"Your device's print screen opens — on most phones and computers that's also where you save it as a PDF.",[149,17664,325],{"id":324},[203,17666,17668],{"id":17667},"why-cant-i-add-a-card","Why can't I add a card?",[135,17670,17671],{},"The venue hasn't set up card payments yet — the section says so when that's the case.",[203,17673,17675],{"id":17674},"where-did-my-gift-card-go","Where did my gift card go?",[135,17677,17678,17679,212],{},"Cards appear once they're linked to your client record. You can always check any card's balance from its link or code without signing in — see ",[221,17680,17682],{"href":17681},"\u002Fhelp\u002Fbook-online\u002Fgift-cards-online","Buy and use a gift card",[203,17684,17686],{"id":17685},"can-the-venue-add-a-card-for-me","Can the venue add a card for me?",[135,17688,17689],{},"No. Cards are always entered by you, on a secure form handled by the payment processor.",{"title":363,"searchDepth":22,"depth":22,"links":17691},[17692,17693,17694,17698],{"id":17552,"depth":22,"text":17553},{"id":17603,"depth":22,"text":17604},{"id":17640,"depth":22,"text":17641,"children":17695},[17696,17697],{"id":17651,"depth":32,"text":17652},{"id":17658,"depth":32,"text":17659},{"id":324,"depth":22,"text":325,"children":17699},[17700,17701,17702],{"id":17667,"depth":32,"text":17668},{"id":17674,"depth":32,"text":17675},{"id":17685,"depth":32,"text":17686},"Where to find your store credit, saved payment cards, and gift card balances — plus every itemised receipt from your salon or clinic visits.","i-lucide-wallet",[17706,17707,17708,17709,17710,17711],"store credit balance","my saved cards","gift card balance in my account","find my receipt","salon receipts online","remove card on file",{},"\u002Fhelp\u002Fportal\u002Fyour-wallet",[17620,17715],"\u002Fhelp\u002Fportal\u002Fyour-membership",{"title":17537,"description":17703},"help\u002Fportal\u002Fyour-wallet","_rxA95WAA5--aqIqRH4LhAEkBb923M1NPKPn1PciV3M",{"id":17720,"title":17721,"audience":7,"body":17722,"category":53,"description":17993,"draft":387,"extension":388,"icon":6468,"keywords":17994,"meta":17995,"navigation":398,"order":15879,"path":14863,"related":17996,"seo":17997,"stem":17998,"updatedAt":918,"__hash__":17999},"help\u002Fhelp\u002Fretail\u002Fpurchase-orders-and-vendors.md","Reordering, purchase orders, and vendors",{"type":132,"value":17723,"toc":17975},[17724,17727,17732,17735,17742,17747,17751,17756,17763,17773,17777,17780,17785,17789,17794,17796,17854,17857,17861,17896,17907,17911,17917,17924,17930,17935,17937,17940,17944,17947,17949],[149,17725,16757],{"id":17726},"vendors",[135,17728,17729],{},[144,17730,17731],{},"Retail → Vendors",[135,17733,17734],{},"A vendor is who you order from. Each one anchors its own purchase orders, so add your suppliers before you try to raise a PO.",[135,17736,17737,17738,17741],{},"Record the contact name, email, phone, website, ",[144,17739,17740],{},"payment terms"," (Net 30, and so on) and any internal notes.",[317,17743,17744],{},[135,17745,17746],{},"Archiving a vendor removes it from the new-PO picker. Existing purchase orders keep their history — you're closing the supplier to new orders, not erasing what you bought from them.",[149,17748,17750],{"id":17749},"reorder-this-week","Reorder this week",[135,17752,17753],{},[144,17754,17755],{},"Retail → Reorder",[135,17757,17758,17759,17762],{},"This is the list to work every week. It shows products that have dropped to or below their ",[144,17760,17761],{},"reorder point",", grouped by preferred vendor, with a suggested quantity and an approximate total per vendor.",[135,17764,17765,17766,17768,17769,17772],{},"A product only appears here if it has both a ",[144,17767,17761],{}," and a ",[144,17770,17771],{},"reorder quantity"," set on it. If your reorder list is suspiciously empty, that's usually why rather than because everything is in stock.",[203,17774,17776],{"id":17775},"drafting-a-po-from-the-list","Drafting a PO from the list",[135,17778,17779],{},"Pick a vendor group and draft a purchase order straight from it — the lines and quantities come across pre-filled. Review and send.",[530,17781,17782],{},[135,17783,17784],{},"Products without a preferred vendor can't be auto-drafted. The list tells you which ones and asks you to assign a vendor first.",[149,17786,17788],{"id":17787},"purchase-orders","Purchase orders",[135,17790,17791],{},[144,17792,17793],{},"Retail → Purchase orders",[203,17795,6737],{"id":6736},[157,17797,17798,17806],{},[160,17799,17800],{},[163,17801,17802,17804],{},[166,17803,756],{},[166,17805,3428],{},[173,17807,17808,17817,17826,17836,17845],{},[163,17809,17810,17814],{},[178,17811,17812],{},[144,17813,6329],{},[178,17815,17816],{},"Being built. Nothing has been ordered.",[163,17818,17819,17823],{},[178,17820,17821],{},[144,17822,6339],{},[178,17824,17825],{},"Issued to the vendor. The order is locked.",[163,17827,17828,17833],{},[178,17829,17830],{},[144,17831,17832],{},"Partial",[178,17834,17835],{},"Some units received, some still outstanding",[163,17837,17838,17842],{},[178,17839,17840],{},[144,17841,14791],{},[178,17843,17844],{},"Everything ordered has arrived",[163,17846,17847,17851],{},[178,17848,17849],{},[144,17850,790],{},[178,17852,17853],{},"Closed with nothing further to receive",[135,17855,17856],{},"Each order shows a units-received-of-total figure, plus the dates it was created, expected, sent and received.",[203,17858,17860],{"id":17859},"raise-a-po","Raise a PO",[200,17862,17863,17867,17871,17878,17882,17892],{},[203,17864,17866],{"id":17865},"pick-the-vendor-and-expected-date","Pick the vendor and expected date",[203,17868,17870],{"id":17869},"add-lines","Add lines",[135,17872,17873,17874,17877],{},"Each line is a product — with a variant where the product has them — a quantity, and a unit price. You can also add a ",[144,17875,17876],{},"free-form item"," for something that isn't in your product catalog: a display stand, a shipping charge, a one-off.",[203,17879,17881],{"id":17880},"add-totals","Add totals",[135,17883,17884,17885,699,17888,17891],{},"Subtotal is calculated from the lines. Add ",[144,17886,17887],{},"tax",[144,17889,17890],{},"shipping"," to reach the order total.",[203,17893,17895],{"id":17894},"save-as-draft-or-save-and-send","Save as draft, or save and send",[530,17897,17898,17904],{},[135,17899,17900,17903],{},[144,17901,17902],{},"The order is locked once sent."," The confirmation names the vendor, the reference, and the amount before you commit. After sending, only the expected date and notes can be edited.",[135,17905,17906],{},"An order containing a free-form line is more restricted still — only the expected date and notes are editable even in draft.",[203,17908,17910],{"id":17909},"receiving-stock","Receiving stock",[135,17912,17913,17914,212],{},"When the delivery arrives, open the PO and choose ",[144,17915,17916],{},"Receive items",[135,17918,17919,17920,17923],{},"Each line shows what was ordered, what has already been received, and what's outstanding. Enter what actually arrived. ",[144,17921,17922],{},"Fill remainder"," completes a line in one click when the whole outstanding quantity turned up.",[135,17925,17926,17927,17929],{},"Recording a receipt increases the on-hand quantity for those products. Receive partially and the PO sits at ",[144,17928,17832],{}," until the rest arrives.",[317,17931,17932],{},[135,17933,17934],{},"Receive what physically arrived, not what the invoice says. The PO tracks the gap between the two, which is exactly the conversation you want to have with the supplier.",[203,17936,7174],{"id":7173},[135,17938,17939],{},"A cancelled PO stays in history, but nothing further can be received against it.",[149,17941,17943],{"id":17942},"low-stock-alerts","Low-stock alerts",[135,17945,17946],{},"Products at or below their low-stock threshold generate an alert, so the reorder list isn't the only thing standing between you and running out.",[149,17948,2983],{"id":2982},[716,17950,17951,17957,17963,17969],{},[719,17952,17953,17956],{},[144,17954,17955],{},"Growth → Reports → Purchase orders"," — what's on order and what's landed",[719,17958,17959,17962],{},[144,17960,17961],{},"Growth → Reports → Stock on hand"," — current quantities by location",[719,17964,17965,17968],{},[144,17966,17967],{},"Growth → Reports → Stock log"," — every movement and its cause",[719,17970,17971,17974],{},[144,17972,17973],{},"Growth → Reports → COGS"," — cost of goods sold against revenue",{"title":363,"searchDepth":22,"depth":22,"links":17976},[17977,17978,17981,17991,17992],{"id":17726,"depth":22,"text":16757},{"id":17749,"depth":22,"text":17750,"children":17979},[17980],{"id":17775,"depth":32,"text":17776},{"id":17787,"depth":22,"text":17788,"children":17982},[17983,17984,17985,17986,17987,17988,17989,17990],{"id":6736,"depth":32,"text":6737},{"id":17859,"depth":32,"text":17860},{"id":17865,"depth":32,"text":17866},{"id":17869,"depth":32,"text":17870},{"id":17880,"depth":32,"text":17881},{"id":17894,"depth":32,"text":17895},{"id":17909,"depth":32,"text":17910},{"id":7173,"depth":32,"text":7174},{"id":17942,"depth":22,"text":17943},{"id":2982,"depth":22,"text":2983},"Work the reorder list, raise a PO, receive stock partially or in full, and keep supplier records straight.",[],{},[14861,2106],{"title":17721,"description":17993},"help\u002Fretail\u002Fpurchase-orders-and-vendors","jWcREuBWZeFdSrt_ZMBrR_doeB0T5dDUsfZz5ESBHVM",{"id":18001,"title":18002,"audience":7,"body":18003,"category":93,"description":18286,"draft":387,"extension":388,"icon":111,"keywords":18287,"meta":18288,"navigation":398,"order":15879,"path":18289,"related":18290,"seo":18291,"stem":18292,"updatedAt":1545,"__hash__":18293},"help\u002Fhelp\u002Fsettings\u002Fonline-booking.md","Set up online booking",{"type":132,"value":18004,"toc":18272},[18005,18008,18012,18027,18033,18037,18046,18052,18056,18128,18131,18150,18154,18157,18161,18164,18169,18181,18184,18191,18195,18205,18209,18214,18218,18221,18225,18228,18232,18238,18245,18247],[135,18006,18007],{},"Online booking gives you a guest-facing page at a public URL. Clients pick a service, a time and a provider without creating an account.",[149,18009,18011],{"id":18010},"before-it-will-work","Before it will work",[530,18013,18014],{},[135,18015,18016,18017,1295,18020,5658,18023,18026],{},"Turning the toggle on is not enough. Public booking needs ",[144,18018,18019],{},"a location",[144,18021,18022],{},"at least one service",[144,18024,18025],{},"staff working hours",". Without all three the page has nothing to offer and bookings can't complete.",[135,18028,18029,18030,18032],{},"The setup checklist on ",[144,18031,726],{}," only marks public booking as done once all three exist.",[149,18034,18036],{"id":18035},"turn-it-on","Turn it on",[135,18038,18039,18042,18043,7033],{},[144,18040,18041],{},"Settings → Booking",", on the ",[144,18044,18045],{},"Online booking",[135,18047,18048,18051],{},[144,18049,18050],{},"Accept bookings from the public link"," is the master switch. When it's on, anyone with the link can book. When it's off, the page returns a 404 rather than a \"we're closed\" message — the URL simply doesn't exist publicly.",[149,18053,18055],{"id":18054},"the-booking-rules","The booking rules",[157,18057,18058,18066],{},[160,18059,18060],{},[163,18061,18062,18064],{},[166,18063,2805],{},[166,18065,4633],{},[173,18067,18068,18078,18088,18098,18108,18118],{},[163,18069,18070,18075],{},[178,18071,18072],{},[144,18073,18074],{},"Minimum notice",[178,18076,18077],{},"How soon before a slot a client can still book it. Stops someone booking the 9:00 at 8:57.",[163,18079,18080,18085],{},[178,18081,18082],{},[144,18083,18084],{},"Booking window",[178,18086,18087],{},"How far into the future clients can book",[163,18089,18090,18095],{},[178,18091,18092],{},[144,18093,18094],{},"Time slot interval",[178,18096,18097],{},"The spacing between offered start times — 15, 30 minutes, and so on",[163,18099,18100,18105],{},[178,18101,18102],{},[144,18103,18104],{},"Cancellation cutoff",[178,18106,18107],{},"Guests cannot cancel or reschedule online within this window",[163,18109,18110,18115],{},[178,18111,18112],{},[144,18113,18114],{},"Buffer before",[178,18116,18117],{},"Prep and setup time held before each appointment",[163,18119,18120,18125],{},[178,18121,18122],{},[144,18123,18124],{},"Buffer after",[178,18126,18127],{},"Cleanup and turnover time held after",[135,18129,18130],{},"Buffers are held on the calendar, so back-to-back online bookings don't leave you with no room to reset.",[317,18132,18133],{},[135,18134,1923,18135,18137,18138,18141,18142,18145,18146,18149],{},[144,18136,7182],{}," and your ",[144,18139,18140],{},"cancellation fee window"," are two different settings. The cutoff decides whether the client can cancel ",[4543,18143,18144],{},"online at all","; the fee window decides whether a cancellation is ",[4543,18147,18148],{},"charged",". Setting the cutoff shorter than the fee window means clients can cancel themselves into a fee — which may be exactly what you want, as long as it's deliberate.",[203,18151,18153],{"id":18152},"per-location-overrides","Per-location overrides",[135,18155,18156],{},"Each location can override the business defaults, so a quieter site can accept later bookings than your busiest one.",[149,18158,18160],{"id":18159},"the-venue-page","The venue page",[135,18162,18163],{},"Each location gets its own public profile — a branded landing page with your services, hours, address, and reviews — plus a booking link.",[135,18165,9149,18166,18168],{},[144,18167,6515],{},", each location can be:",[716,18170,18171,18176],{},[719,18172,18173,18175],{},[144,18174,15161],{}," — publicly visible and bookable",[719,18177,18178,18180],{},[144,18179,15165],{}," — not publicly reachable",[135,18182,18183],{},"Publishing runs a checklist first and tells you what's missing if it can't publish.",[135,18185,266,18186,699,18188,18190],{},[144,18187,15171],{},[144,18189,15174],{}," to get the URLs for your website, Google Business Profile, and social bios.",[149,18192,18194],{"id":18193},"which-services-appear","Which services appear",[135,18196,18197,18198,18200,18201,18204],{},"A service is offered online only if it's marked as online-bookable on its ",[144,18199,3110],{}," tab, and enabled for that location in the service matrix. The services list has an ",[144,18202,18203],{},"Online-bookable only"," filter so you can check what a client will actually see.",[149,18206,18208],{"id":18207},"payment-terms-at-booking","Payment terms at booking",[135,18210,18211,18212,212],{},"If your payment policy requires a card or a deposit, the terms are shown to the guest before they confirm — what's due, the free-cancellation window, and the fee amounts. That copy is generated from your settings; you don't maintain it. See ",[221,18213,3141],{"href":3140},[149,18215,18217],{"id":18216},"what-a-guest-can-do-after-booking","What a guest can do after booking",[135,18219,18220],{},"The confirmation carries a link that lets them view, reschedule or cancel without signing in — subject to your cancellation cutoff.",[149,18222,18224],{"id":18223},"embedding-on-your-own-site","Embedding on your own site",[135,18226,18227],{},"The booking flow can be embedded in an iframe on your own website, so clients book without leaving your domain.",[149,18229,18231],{"id":18230},"beyond-appointments","Beyond appointments",[135,18233,18234,18235,212],{},"The public venue pages can also sell, if you enable them: gift cards, memberships, packages, group bookings, and a retail shop with checkout. Storefront features are configured under ",[144,18236,18237],{},"Settings → Store",[135,18239,18240,18241,18244],{},"Online orders placed through the shop land in a fulfilment queue at ",[144,18242,18243],{},"POS → Online orders",", where staff move them through Ready, Shipped and Completed.",[149,18246,2983],{"id":2982},[716,18248,18249,18255,18261,18267],{},[719,18250,18251,18254],{},[144,18252,18253],{},"Growth → Reports → Online"," — bookings taken through the public flow",[719,18256,18257,18260],{},[144,18258,18259],{},"Growth → Reports → Booking funnel"," — where guests drop out",[719,18262,18263,18266],{},[144,18264,18265],{},"Growth → Reports → Cart abandonment"," — started and unfinished purchases",[719,18268,18269,18271],{},[144,18270,13869],{}," — online against every other channel",{"title":363,"searchDepth":22,"depth":22,"links":18273},[18274,18275,18276,18279,18280,18281,18282,18283,18284,18285],{"id":18010,"depth":22,"text":18011},{"id":18035,"depth":22,"text":18036},{"id":18054,"depth":22,"text":18055,"children":18277},[18278],{"id":18152,"depth":32,"text":18153},{"id":18159,"depth":22,"text":18160},{"id":18193,"depth":22,"text":18194},{"id":18207,"depth":22,"text":18208},{"id":18216,"depth":22,"text":18217},{"id":18223,"depth":22,"text":18224},{"id":18230,"depth":22,"text":18231},{"id":2982,"depth":22,"text":2983},"Turn on the public booking page, control notice and buffers, and get your venue links onto your website and socials.",[],{},"\u002Fhelp\u002Fsettings\u002Fonline-booking",[15254,3140,3237],{"title":18002,"description":18286},"help\u002Fsettings\u002Fonline-booking","5sEQU912XkVMVMeLtTmoy2DIiev4DNEH0eaxJcsmIhQ",{"id":18295,"title":3896,"audience":7,"body":18296,"category":73,"description":18478,"draft":387,"extension":388,"icon":13138,"keywords":18479,"meta":18486,"navigation":398,"order":15879,"path":3895,"related":18487,"seo":18488,"stem":18489,"updatedAt":403,"__hash__":18490},"help\u002Fhelp\u002Fteam\u002Fprepare-payroll-for-your-accountant.md",{"type":132,"value":18297,"toc":18464},[18298,18308,18311,18315,18356,18360,18412,18423,18429,18438,18440,18444,18450,18454,18457,18461],[135,18299,18300,18301,18303,18304,18307],{},"Owneli doesn't run payroll — it prepares it. From the ",[144,18302,3891],{}," report, ",[144,18305,18306],{},"Send to accountant"," emails a formatted PDF plus a CSV of the pay period: clocked hours, wage estimates, tips split card vs cash, and commission, one row per employee. Your accountant applies overtime rules and tax withholding from there.",[135,18309,18310],{},"Admin or owner access is required.",[149,18312,18314],{"id":18313},"how-do-i-send-payroll-to-my-accountant","How do I send payroll to my accountant?",[200,18316,18317,18321,18329,18333,18338,18342,18345,18347],{},[203,18318,18320],{"id":18319},"approve-the-periods-timesheets-first","Approve the period's timesheets first",[135,18322,18323,18324,18326,18327,212],{},"The report is built from timesheet records. Approve the weeks in ",[144,18325,3294],{}," so the hours are authoritative, not provisional — see ",[221,18328,3244],{"href":3611},[203,18330,18332],{"id":18331},"open-the-report","Open the report",[135,18334,18335,18337],{},[144,18336,3583],{},", and set the date range to your pay period.",[203,18339,18341],{"id":18340},"click-send-to-accountant","Click Send to accountant",[135,18343,18344],{},"Enter the recipient email addresses (up to 10) and an optional note. Recipients you enter are remembered as the default for next time.",[203,18346,1756],{"id":6297},[135,18348,18349,18350,18352,18353,18355],{},"Each recipient gets an email with two attachments: a formatted ",[144,18351,4273],{}," summary and the same breakdown as a ",[144,18354,4253],{}," for import into payroll software.",[149,18357,18359],{"id":18358},"whats-in-the-file","What's in the file",[157,18361,18362,18370],{},[160,18363,18364],{},[163,18365,18366,18368],{},[166,18367,11520],{},[166,18369,3428],{},[173,18371,18372,18382,18392,18402],{},[163,18373,18374,18379],{},[178,18375,18376],{},[144,18377,18378],{},"Hours worked",[178,18380,18381],{},"Clocked timesheet hours for the period",[163,18383,18384,18389],{},[178,18385,18386],{},[144,18387,18388],{},"Hourly rate \u002F Wages",[178,18390,18391],{},"Rate × hours; \"not set\" if the member has no rate",[163,18393,18394,18399],{},[178,18395,18396],{},[144,18397,18398],{},"Tips — card \u002F cash \u002F total",[178,18400,18401],{},"Tips split by how they were received",[163,18403,18404,18409],{},[178,18405,18406],{},[144,18407,18408],{},"Total payable (excl. tax)",[178,18410,18411],{},"Wages + tips + commission earned in the period",[135,18413,18414,18415,18418,18419,18422],{},"When your compensation settings fold them in, the file also carries a ",[144,18416,18417],{},"minimum-wage true-up"," column and a ",[144,18420,18421],{},"deferred-commission overtime premium"," column; otherwise those live on a separate compliance worksheet and are deliberately left out of these totals.",[135,18424,733,18425,18428],{},[144,18426,18427],{},"House tip pool (unassigned)"," row appears below the total when tip-outs weren't attributed to a named employee — it isn't payable to anyone by name, but it must reach the accountant so redirected tip money doesn't exit payroll.",[530,18430,18431],{},[135,18432,18433,18434,18437],{},"The report is ",[144,18435,18436],{},"raw inputs only",". Overtime premiums, statutory holiday pay, and every tax withholding are your accountant's job to apply — the totals here are pre-tax and pre-adjustment by design.",[149,18439,325],{"id":324},[203,18441,18443],{"id":18442},"why-are-someones-hours-missing-or-low","Why are someone's hours missing or low?",[135,18445,18446,18447,18449],{},"Only timesheet records in the range count. Look for missed punches in ",[144,18448,3294],{}," — a manager can add a manual entry — and make sure the week was approved.",[203,18451,18453],{"id":18452},"can-i-send-it-for-one-location-only","Can I send it for one location only?",[135,18455,18456],{},"Yes — the report respects the active location filter, and the send uses the same scope you're viewing.",[203,18458,18460],{"id":18459},"where-do-the-tip-numbers-come-from","Where do the tip numbers come from?",[135,18462,18463],{},"From recorded sales in the period, split by tender. Cash tips only appear if they were rung through the POS.",{"title":363,"searchDepth":22,"depth":22,"links":18465},[18466,18472,18473],{"id":18313,"depth":22,"text":18314,"children":18467},[18468,18469,18470,18471],{"id":18319,"depth":32,"text":18320},{"id":18331,"depth":32,"text":18332},{"id":18340,"depth":32,"text":18341},{"id":6297,"depth":32,"text":1756},{"id":18358,"depth":22,"text":18359},{"id":324,"depth":22,"text":325,"children":18474},[18475,18476,18477],{"id":18442,"depth":32,"text":18443},{"id":18452,"depth":32,"text":18453},{"id":18459,"depth":32,"text":18460},"Email a pay-period payroll summary — hours, tips split by card and cash, and commission — straight to your accountant as PDF and CSV.",[18480,18481,18482,18483,18484,18485],"payroll export","send payroll to accountant","staff hours and tips report","payroll csv","pay period summary","tips card vs cash payroll",{},[3611,11989,4346],{"title":3896,"description":18478},"help\u002Fteam\u002Fprepare-payroll-for-your-accountant","WGWz2DZTgHlZGAD1waJ0uOb4Huu8yfs_zraPSkowLAA",{"id":18492,"title":4510,"audience":7,"body":18493,"category":43,"description":18666,"draft":387,"extension":388,"icon":15870,"keywords":18667,"meta":18673,"navigation":398,"order":18674,"path":4509,"related":12410,"seo":18675,"stem":18676,"updatedAt":403,"__hash__":18677},"help\u002Fhelp\u002Fclients\u002Fwhy-is-a-field-hidden.md",{"type":132,"value":18494,"toc":18655},[18495,18498,18502,18505,18568,18571,18575,18581,18584,18589,18593,18620,18624,18632,18634,18638,18641,18645,18648,18652],[135,18496,18497],{},"A dashed box with a lock icon in place of a field means your role doesn't include permission to see that data. The information may well exist — Owneli shows you a lock precisely so you can't mistake \"hidden from you\" for \"nothing recorded\".",[149,18499,18501],{"id":18500},"what-does-the-locked-placeholder-mean","What does the locked placeholder mean?",[135,18503,18504],{},"Client data is split into separately-permissioned slices. A role can see the client list without any of these:",[157,18506,18507,18517],{},[160,18508,18509],{},[163,18510,18511,18514],{},[166,18512,18513],{},"Slice",[166,18515,18516],{},"Examples",[173,18518,18519,18529,18539,18549,18558],{},[163,18520,18521,18526],{},[178,18522,18523],{},[144,18524,18525],{},"Contact details",[178,18527,18528],{},"Email, phone, date of birth, address",[163,18530,18531,18536],{},[178,18532,18533],{},[144,18534,18535],{},"Clinical fields",[178,18537,18538],{},"Allergies, internal clinical notes",[163,18540,18541,18546],{},[178,18542,18543],{},[144,18544,18545],{},"Financials",[178,18547,18548],{},"Lifetime spend, sale amounts",[163,18550,18551,18555],{},[178,18552,18553],{},[144,18554,1489],{},[178,18556,18557],{},"The before\u002Fafter gallery",[163,18559,18560,18565],{},[178,18561,18562],{},[144,18563,18564],{},"PHI form answers",[178,18566,18567],{},"Submissions marked as containing health information",[135,18569,18570],{},"Whichever slices your role lacks render as the locked placeholder wherever they'd appear — the profile, search results, lists.",[149,18572,18574],{"id":18573},"hidden-is-never-none","Hidden is never \"none\"",[135,18576,18577,18578],{},"This is the rule that matters clinically: ",[144,18579,18580],{},"a masked field must never be read as empty.",[135,18582,18583],{},"\"No allergies recorded\" is a clinical assertion — someone checked and found none. A lock is a different statement: the record may hold allergies you are not permitted to see. Owneli will never show you \"none recorded\" for a field it is hiding from you.",[530,18585,18586],{},[135,18587,18588],{},"Before treating, if the allergy or clinical-notes field is locked for you, ask a colleague with clinical access to check it. Never infer safety from a field you can't see.",[149,18590,18592],{"id":18591},"knock-on-effects-youll-notice","Knock-on effects you'll notice",[716,18594,18595,18603,18609],{},[719,18596,18597,18600,18601,212],{},[144,18598,18599],{},"Search:"," without contact-details access, searching clients by email or phone finds nothing — search by name instead. See ",[221,18602,16634],{"href":16839},[719,18604,18605,18608],{},[144,18606,18607],{},"Directory columns:"," the lifetime-spend column disappears without financial access.",[719,18610,18611,18614,18615,18617,18618,212],{},[144,18612,18613],{},"Submissions:"," PHI answers appear masked, with an audited ",[144,18616,8401],{}," if your role can open submissions. See ",[221,18619,4540],{"href":4539},[149,18621,18623],{"id":18622},"getting-access","Getting access",[135,18625,18626,18627,18629,18630,212],{},"Permissions are capabilities attached to roles, not fixed job titles — an admin can grant exactly the slice your work needs in ",[144,18628,1661],{},", without making you an admin. See ",[221,18631,5647],{"href":3613},[149,18633,325],{"id":324},[203,18635,18637],{"id":18636},"is-the-field-hidden-or-just-empty","Is the field hidden or just empty?",[135,18639,18640],{},"If you can see the field's normal empty state (\"Add allergies…\"), it's empty. If you see the dashed lock placeholder, it's hidden — and its real contents are unknown to you.",[203,18642,18644],{"id":18643},"who-decides-what-i-can-see","Who decides what I can see?",[135,18646,18647],{},"Your role's capability grants, set by an admin or the owner. The same role applies everywhere in the app, so a field hidden on the profile is also hidden in search and lists.",[203,18649,18651],{"id":18650},"does-revealing-masked-form-answers-get-reported","Does revealing masked form answers get reported?",[135,18653,18654],{},"Yes — each reveal writes an audit-trail entry with your name, the model being accountability rather than a hard block.",{"title":363,"searchDepth":22,"depth":22,"links":18656},[18657,18658,18659,18660,18661],{"id":18500,"depth":22,"text":18501},{"id":18573,"depth":22,"text":18574},{"id":18591,"depth":22,"text":18592},{"id":18622,"depth":22,"text":18623},{"id":324,"depth":22,"text":325,"children":18662},[18663,18664,18665],{"id":18636,"depth":32,"text":18637},{"id":18643,"depth":32,"text":18644},{"id":18650,"depth":32,"text":18651},"What the locked \"hidden by your permissions\" placeholder means on a client record, and why hidden is never the same as empty.",[18668,18669,4589,18670,18671,18672],"hidden by your permissions","can't see client email","masked field","permission to view client details","locked field on client profile",{},55,{"title":4510,"description":18666},"help\u002Fclients\u002Fwhy-is-a-field-hidden","YndrvRH8uAB3OlQqeB3hXDi9ZQkY2UsnlPcmo5KEJlw",{"id":18679,"title":18680,"audience":7,"body":18681,"category":53,"description":18849,"draft":387,"extension":388,"icon":30,"keywords":18850,"meta":18857,"navigation":398,"order":18674,"path":18858,"related":18859,"seo":18861,"stem":18862,"updatedAt":403,"__hash__":18863},"help\u002Fhelp\u002Fretail\u002Ffix-a-failed-membership-payment.md","Fix a failed membership payment",{"type":132,"value":18682,"toc":18835},[18683,18693,18697,18750,18753,18758,18762,18798,18803,18807,18812,18814,18818,18821,18825,18828,18832],[135,18684,18685,18686,18689,18690,18692],{},"When a membership's automatic renewal charge fails, the membership moves to ",[144,18687,18688],{},"Past due"," and Owneli retries the card on a smart schedule — about four attempts over seven days — emailing the client after each failure. If every attempt fails, the membership lapses to ",[144,18691,6378],{},". You have that week to fix the card or take payment another way.",[149,18694,18696],{"id":18695},"what-happens-when-the-charge-fails","What happens when the charge fails?",[157,18698,18699,18708],{},[160,18700,18701],{},[163,18702,18703,18706],{},[166,18704,18705],{},"Stage",[166,18707,1939],{},[173,18709,18710,18721,18729,18740],{},[163,18711,18712,18715],{},[178,18713,18714],{},"Attempt 1 fails",[178,18716,18717,18718,18720],{},"Status → ",[144,18719,18688],{},". The client gets a payment-failed email with a link to their portal wallet, telling them how many attempts remain",[163,18722,18723,18726],{},[178,18724,18725],{},"Retries",[178,18727,18728],{},"The card is retried after roughly 1, 3, and 7 days",[163,18730,18731,18734],{},[178,18732,18733],{},"A retry succeeds",[178,18735,18736,18737,18739],{},"The membership returns to ",[144,18738,6877],{},", the period rolls forward, credits or wallet funds are granted as normal",[163,18741,18742,18745],{},[178,18743,18744],{},"All attempts fail",[178,18746,18717,18747,18749],{},[144,18748,6378],{},", and the client gets a lapsed email",[135,18751,18752],{},"While past due, the member's benefits are already inert past the period boundary — an expired period doesn't keep covering services.",[530,18754,18755],{},[135,18756,18757],{},"Nothing pauses the clock while you investigate. If the card can't be fixed within the retry window, the membership will lapse on its own — collect payment or renew manually before that happens.",[149,18759,18761],{"id":18760},"how-to-recover-it","How to recover it",[200,18763,18764,18768,18774,18778,18784,18788],{},[203,18765,18767],{"id":18766},"find-the-membership","Find the membership",[135,18769,18770,18771,212],{},"Open the client's profile and their membership panel. A past-due membership shows the billing error and the ",[144,18772,18773],{},"next retry date",[203,18775,18777],{"id":18776},"get-a-working-card-on-file","Get a working card on file",[135,18779,18780,18781,212],{},"The fastest fix is the client updating their own card — the dunning email already points them to their portal. You can also send them the secure card-capture link; staff never type card numbers. See the card-on-file guidance in ",[221,18782,18783],{"href":3140},"deposits and cancellation fees",[203,18785,18787],{"id":18786},"or-renew-manually-and-take-payment-yourself","Or renew manually and take payment yourself",[135,18789,18790,18791,18794,18795,18797],{},"Staff with POS access can ",[144,18792,18793],{},"renew"," the membership from its panel: the period rolls forward, credits or wallet funds are granted, and the past-due state clears. The manual renew does ",[144,18796,1181],{}," auto-charge a card — ring the plan price as a normal sale so the money is actually collected.",[1334,18799,18800],{},[135,18801,18802],{},"Manual renewal grants the period's benefits immediately and clears the billing failure. If you renew manually, take the payment at the same time — otherwise you've given away a period for free.",[149,18804,18806],{"id":18805},"after-it-has-lapsed","After it has lapsed",[135,18808,18809,18810,212],{},"An expired membership stops billing entirely. Renewing it from the panel starts it again; a cancelled membership can't be renewed — assign a new plan instead. Banked credits may stay redeemable for a window after cancellation, depending on the plan's settings — see ",[221,18811,2608],{"href":3041},[149,18813,325],{"id":324},[203,18815,18817],{"id":18816},"why-did-a-member-get-charged-days-after-their-renewal-date","Why did a member get charged days after their renewal date?",[135,18819,18820],{},"That's the retry schedule working: a failed renewal is retried at ~1, 3, and 7 days. The successful retry is the renewal charge, just late.",[203,18822,18824],{"id":18823},"does-pausing-a-past-due-membership-stop-the-retries","Does pausing a past-due membership stop the retries?",[135,18826,18827],{},"A past-due membership can still be paused (for example when approving a pause request), which takes it out of active billing. Fix the card before it resumes. ",[203,18829,18831],{"id":18830},"the-client-says-they-never-got-a-warning","The client says they never got a warning",[135,18833,18834],{},"Dunning emails go to the email on the client record. Check the client has an email address and that the messages aren't in spam — a client with no email gets no dunning notices at all.",{"title":363,"searchDepth":22,"depth":22,"links":18836},[18837,18838,18843,18844],{"id":18695,"depth":22,"text":18696},{"id":18760,"depth":22,"text":18761,"children":18839},[18840,18841,18842],{"id":18766,"depth":32,"text":18767},{"id":18776,"depth":32,"text":18777},{"id":18786,"depth":32,"text":18787},{"id":18805,"depth":22,"text":18806},{"id":324,"depth":22,"text":325,"children":18845},[18846,18847,18848],{"id":18816,"depth":32,"text":18817},{"id":18823,"depth":32,"text":18824},{"id":18830,"depth":32,"text":18831},"What happens when a membership card charge fails — the retry schedule, dunning emails, past due status, and how to recover before it lapses.",[18851,18852,18853,18854,18855,18856],"membership payment failed","membership past due","failed card charge membership","membership dunning","membership expired after failed payment","retry membership billing",{},"\u002Fhelp\u002Fretail\u002Ffix-a-failed-membership-payment",[3041,18860,1197],"\u002Fhelp\u002Fretail\u002Fapprove-a-membership-pause-request",{"title":18680,"description":18849},"help\u002Fretail\u002Ffix-a-failed-membership-payment","XNctqn66aWLkfkr4JCTiDFjO-CnnJ00-DJiGxdOCAj0",{"id":18865,"title":18866,"audience":7,"body":18867,"category":103,"description":19006,"draft":387,"extension":388,"icon":19007,"keywords":19008,"meta":19015,"navigation":398,"order":19016,"path":12613,"related":19017,"seo":19018,"stem":19019,"updatedAt":403,"__hash__":19020},"help\u002Fhelp\u002Faccount\u002Fwork-in-your-language.md","Change your language in Owneli",{"type":132,"value":18868,"toc":18994},[18869,18875,18879,18897,18904,18908,18911,18952,18962,18967,18969,18973,18976,18980,18983,18987],[135,18870,4678,18871,18874],{},[144,18872,18873],{},"Settings → Language"," and click the language you want — English, Spanish, or French. The interface switches immediately, just for you. What clients see follows a separate rule: their own preference first, your business default second.",[149,18876,18878],{"id":18877},"how-do-i-change-my-interface-language","How do I change my interface language?",[200,18880,18881,18885,18890,18894],{},[203,18882,18884],{"id":18883},"open-the-language-settings","Open the language settings",[135,18886,18887,18889],{},[144,18888,18873],{},". Every user can open Settings — no admin permission is needed for the personal tabs.",[203,18891,18893],{"id":18892},"pick-a-language","Pick a language",[135,18895,18896],{},"Click the language card. The switch is instant; there's nothing to save.",[135,18898,18899,18900,18903],{},"Your choice is personal — it changes what ",[144,18901,18902],{},"you"," see and doesn't affect anyone else on the team.",[149,18905,18907],{"id":18906},"which-language-do-clients-see","Which language do clients see?",[135,18909,18910],{},"Client-facing emails and texts follow a priority order:",[157,18912,18913,18924],{},[160,18914,18915],{},[163,18916,18917,18920,18922],{},[166,18918,18919],{},"Priority",[166,18921,11465],{},[166,18923,2345],{},[173,18925,18926,18939],{},[163,18927,18928,18931,18936],{},[178,18929,18930],{},"1",[178,18932,18933],{},[144,18934,18935],{},"The client's own language preference",[178,18937,18938],{},"Set on their profile — always wins",[163,18940,18941,18944,18949],{},[178,18942,18943],{},"2",[178,18945,18946],{},[144,18947,18948],{},"The business default email language",[178,18950,18951],{},"Admin-set, used when the client has no preference",[135,18953,18954,18955,18957,18958,18961],{},"The business default lives on the same ",[144,18956,18873],{}," page, under ",[144,18959,18960],{},"Organization default email language"," (admins only). It covers automated emails and SMS — confirmations, reminders, and the like.",[276,18963,18964],{},[135,18965,18966],{},"Serving a bilingual clientele? Set each client's preferred language on their profile rather than flipping the business default back and forth — the per-client preference is what makes every message land right.",[149,18968,325],{"id":324},[203,18970,18972],{"id":18971},"which-languages-does-owneli-support","Which languages does Owneli support?",[135,18974,18975],{},"English, Spanish, and French — for both the interface and client messages.",[203,18977,18979],{"id":18978},"does-changing-my-language-change-my-teammates-screens","Does changing my language change my teammates' screens?",[135,18981,18982],{},"No. Interface language is per-user.",[203,18984,18986],{"id":18985},"does-it-change-dates-times-or-currency","Does it change dates, times, or currency?",[135,18988,18989,18990,212],{},"No — those come from the business ",[221,18991,18993],{"href":18992},"\u002Fhelp\u002Fsettings\u002Fworkspace-defaults","workspace defaults",{"title":363,"searchDepth":22,"depth":22,"links":18995},[18996,19000,19001],{"id":18877,"depth":22,"text":18878,"children":18997},[18998,18999],{"id":18883,"depth":32,"text":18884},{"id":18892,"depth":32,"text":18893},{"id":18906,"depth":22,"text":18907},{"id":324,"depth":22,"text":325,"children":19002},[19003,19004,19005],{"id":18971,"depth":32,"text":18972},{"id":18978,"depth":32,"text":18979},{"id":18985,"depth":32,"text":18986},"How to switch the Owneli interface between English, Spanish, and French, and how to control which language your clients' emails use.","i-lucide-languages",[19009,19010,19011,19012,19013,19014],"change language","switch to spanish","switch to french","interface language","client email language","language settings",{},60,[12611,18992],{"title":18866,"description":19006},"help\u002Faccount\u002Fwork-in-your-language","c1FlXZ0R1T4mubuZM9vcm1is3hsmNQVb1ElFuIZuoz4",{"id":19022,"title":19023,"audience":109,"body":19024,"category":114,"description":19156,"draft":387,"extension":388,"icon":30,"keywords":19157,"meta":19163,"navigation":398,"order":19016,"path":19164,"related":19165,"seo":19167,"stem":19168,"updatedAt":403,"__hash__":19169},"help\u002Fhelp\u002Fbook-online\u002Fpay-a-payment-link.md","How do I pay a payment link?",{"type":132,"value":19025,"toc":19143},[19026,19029,19034,19038,19041,19088,19094,19098,19120,19122,19126,19129,19133,19136,19140],[135,19027,19028],{},"Open the link, check the breakdown, add a tip if you want to (it's always optional), enter your card, and pay. The card form is handled by the payment processor — the venue never sees your card number.",[135,19030,19031,19033],{},[144,19032,9084],{}," you'll need the link from the venue's text or email. Payment links expire — if yours has, ask for a fresh one.",[149,19035,19037],{"id":19036},"what-will-i-see-on-the-page","What will I see on the page?",[135,19039,19040],{},"A page in the venue's own branding showing exactly what you're paying for:",[157,19042,19043,19052],{},[160,19044,19045],{},[163,19046,19047,19050],{},[166,19048,19049],{},"Line",[166,19051,1015],{},[173,19053,19054,19062,19070,19078],{},[163,19055,19056,19059],{},[178,19057,19058],{},"Each item",[178,19060,19061],{},"The services or products, individually",[163,19063,19064,19067],{},[178,19065,19066],{},"Discount",[178,19068,19069],{},"Anything taken off",[163,19071,19072,19075],{},[178,19073,19074],{},"Service charge and tax",[178,19076,19077],{},"Broken out separately",[163,19079,19080,19085],{},[178,19081,19082],{},[144,19083,19084],{},"Total owed",[178,19086,19087],{},"What you're paying",[135,19089,19090,19091,19093],{},"If your visit was with a named professional, an ",[144,19092,6555],{}," tip prompt appears — preset percentages or your own amount. Nothing is pre-selected, and you can pay with no tip at all.",[149,19095,19097],{"id":19096},"how-do-i-pay","How do I pay?",[200,19099,19100,19104,19107,19111,19114,19117],{},[203,19101,19103],{"id":19102},"choose-a-tip-or-skip-it","Choose a tip, or skip it",[135,19105,19106],{},"Tap a preset, type your own amount, or leave it at nothing.",[203,19108,19110],{"id":19109},"enter-your-card","Enter your card",[135,19112,19113],{},"You type it yourself on the secure form — this is why the venue sent a link rather than taking your number over the phone.",[203,19115,19116],{"id":8045},"Pay",[135,19118,19119],{},"The page confirms your payment and the venue is notified. Reopening the link later just shows it's complete.",[149,19121,325],{"id":324},[203,19123,19125],{"id":19124},"is-it-safe-to-pay-through-the-link","Is it safe to pay through the link?",[135,19127,19128],{},"Yes — the card form is provided by the payment processor (Stripe), and your card number goes directly to them. The venue never sees or handles it.",[203,19130,19132],{"id":19131},"the-link-says-expired-or-cancelled-did-i-lose-the-money","The link says expired or cancelled — did I lose the money?",[135,19134,19135],{},"No. An expired or cancelled link took no payment. Ask the venue to send a fresh one.",[203,19137,19139],{"id":19138},"do-i-have-to-tip","Do I have to tip?",[135,19141,19142],{},"No. The tip is optional by design — nothing is pre-selected, and paying without one is one tap.",{"title":363,"searchDepth":22,"depth":22,"links":19144},[19145,19146,19151],{"id":19036,"depth":22,"text":19037},{"id":19096,"depth":22,"text":19097,"children":19147},[19148,19149,19150],{"id":19102,"depth":32,"text":19103},{"id":19109,"depth":32,"text":19110},{"id":8045,"depth":32,"text":19116},{"id":324,"depth":22,"text":325,"children":19152},[19153,19154,19155],{"id":19124,"depth":32,"text":19125},{"id":19131,"depth":32,"text":19132},{"id":19138,"depth":32,"text":19139},"Open the payment link your salon or clinic sent, check the itemised breakdown, add an optional tip, and pay securely by card straight from your phone.",[19158,19159,19160,19161,19162],"pay my salon bill online","payment link from salon","pay by link","is a payment link safe","payment link expired",{},"\u002Fhelp\u002Fbook-online\u002Fpay-a-payment-link",[553,19166],"\u002Fhelp\u002Fbook-online\u002Ffind-your-receipt",{"title":19023,"description":19156},"help\u002Fbook-online\u002Fpay-a-payment-link","RSh23vYUnZoC5gFym-yH4NHWbG2nh73YBFlFUFBo544",{"id":19171,"title":19172,"audience":7,"body":19173,"category":23,"description":19359,"draft":387,"extension":388,"icon":3033,"keywords":19360,"meta":19366,"navigation":398,"order":19016,"path":12240,"related":19367,"seo":19368,"stem":19369,"updatedAt":403,"__hash__":19370},"help\u002Fhelp\u002Fcalendar\u002Fmanage-a-recurring-series.md","Book and manage a recurring series",{"type":132,"value":19174,"toc":19343},[19175,19198,19202,19233,19237,19240,19247,19251,19254,19258,19264,19270,19300,19305,19313,19315,19319,19322,19326,19329,19333,19336,19340],[135,19176,19177,19178,19180,19181,1295,19184,1295,19187,270,19190,19193,19194,19197],{},"To book a standing appointment, set ",[144,19179,5910],{}," in the booking panel to ",[144,19182,19183],{},"Weekly",[144,19185,19186],{},"Every 2 weeks",[144,19188,19189],{},"Every 4 weeks",[144,19191,19192],{},"Monthly",", and choose the ",[144,19195,19196],{},"Number of visits",". Owneli books every occurrence up front — real appointments on the grid, not a rule that materialises later.",[149,19199,19201],{"id":19200},"how-do-i-set-up-a-repeating-appointment","How do I set up a repeating appointment?",[200,19203,19204,19208,19213,19217,19228,19230],{},[203,19205,19207],{"id":19206},"build-the-booking-as-normal","Build the booking as normal",[135,19209,19210,19211,212],{},"Client, services, provider, time — see ",[221,19212,5809],{"href":914},[203,19214,19216],{"id":19215},"choose-the-repeat","Choose the repeat",[135,19218,1878,19219,19221,19222,5658,19225,19227],{},[144,19220,5910],{}," to a frequency other than ",[144,19223,19224],{},"Does not repeat",[144,19226,19196],{}," — which includes this first visit, from 2 to 26.",[203,19229,5915],{"id":5914},[135,19231,19232],{},"Every occurrence is created at once, each at the same clinic wall-clock time (daylight-saving changes don't shift the hour). The confirmation tells you how many were booked — \"Booked 12 visits\".",[203,19234,19236],{"id":19235},"skipped-occurrences","Skipped occurrences",[135,19238,19239],{},"An occurrence that can't be booked — a clash, a time block, a busy room — is skipped rather than failing the series, and the confirmation warns you how many were skipped so you can place those visits by hand. If nothing could be booked at all, the series isn't created.",[135,19241,19242,19243,19246],{},"Each occurrence sends its own confirmation and ",[221,19244,10413],{"href":19245},"\u002Fhelp\u002Fcalendar\u002Fappointment-reminders",". A repeat icon on the calendar block marks members of a series.",[149,19248,19250],{"id":19249},"changing-one-visit","Changing one visit",[135,19252,19253],{},"Reschedules and edits always act on the single occurrence you opened — drag it, resize it, or change its services without touching the rest. There is no series-wide edit; a permanent time change means cancelling the remaining visits and rebooking the series at the new time.",[149,19255,19257],{"id":19256},"ending-the-series","Ending the series",[135,19259,19260,19261,19263],{},"Open any occurrence and choose ",[144,19262,9531],{},". Alongside the usual reason, fee and deposit choices, a series member gets one more checkbox:",[135,19265,19266,19269],{},[144,19267,19268],{},"Cancel this and all upcoming repeats"," — \"Also cancels the remaining future visits in this recurring series.\"",[157,19271,19272,19282],{},[160,19273,19274],{},[163,19275,19276,19279],{},[166,19277,19278],{},"What it touches",[166,19280,19281],{},"What it leaves alone",[173,19283,19284,19292],{},[163,19285,19286,19289],{},[178,19287,19288],{},"This occurrence, with the full fee\u002Fdeposit handling",[178,19290,19291],{},"Past and completed visits",[163,19293,19294,19297],{},[178,19295,19296],{},"Every future scheduled or confirmed occurrence",[178,19298,19299],{},"Anything already cancelled",[135,19301,219,19302,19304],{},[144,19303,12029],{}," is ticked, one cancellation notice goes out for the earliest upcoming visit, standing in for the whole series — not one email per occurrence. Fees apply only to the occurrence you opened, never to the future ones.",[276,19306,19307],{},[135,19308,19309,19310,19312],{},"To end a series but keep next week's visit, cancel from the occurrence ",[4543,19311,15897],{}," the one you want to keep — only visits from that point forward are cancelled.",[149,19314,325],{"id":324},[203,19316,19318],{"id":19317},"can-i-change-the-time-of-every-future-visit-at-once","Can I change the time of every future visit at once?",[135,19320,19321],{},"No — each occurrence is edited individually. For a permanent change, cancel the remaining repeats and book a fresh series at the new time.",[203,19323,19325],{"id":19324},"does-the-client-pay-a-deposit-for-every-visit-in-the-series","Does the client pay a deposit for every visit in the series?",[135,19327,19328],{},"No. Payment-policy steps (card on file, deposits) aren't applied to series bookings made from the calendar — the series books without a payment step.",[203,19330,19332],{"id":19331},"one-visit-in-the-series-was-skipped-why","One visit in the series was skipped — why?",[135,19334,19335],{},"Its slot clashed with another booking, a time block, off-hours, or a required room being taken. The booking confirmation counts the skips; find the gap on the grid and book that visit manually.",[203,19337,19339],{"id":19338},"if-i-cancel-the-series-is-the-client-charged-a-fee-for-every-visit","If I cancel the series, is the client charged a fee for every visit?",[135,19341,19342],{},"No. Fee and deposit handling applies only to the occurrence you cancelled from; the remaining repeats are cancelled without fees.",{"title":363,"searchDepth":22,"depth":22,"links":19344},[19345,19351,19352,19353],{"id":19200,"depth":22,"text":19201,"children":19346},[19347,19348,19349,19350],{"id":19206,"depth":32,"text":19207},{"id":19215,"depth":32,"text":19216},{"id":5914,"depth":32,"text":5915},{"id":19235,"depth":32,"text":19236},{"id":19249,"depth":22,"text":19250},{"id":19256,"depth":22,"text":19257},{"id":324,"depth":22,"text":325,"children":19354},[19355,19356,19357,19358],{"id":19317,"depth":32,"text":19318},{"id":19324,"depth":32,"text":19325},{"id":19331,"depth":32,"text":19332},{"id":19338,"depth":32,"text":19339},"Repeat a booking weekly, fortnightly, or monthly, handle skipped clashes, and cancel one visit or the whole remaining series.",[19361,19362,19363,19364,19365],"recurring appointment weekly","repeat booking every 4 weeks","cancel all future appointments","standing appointment series","edit one appointment in a series",{},[914,915,12238],{"title":19172,"description":19359},"help\u002Fcalendar\u002Fmanage-a-recurring-series","1Gdmuh_WdX0GkDvPupxWwYYdGeOeLtNfwqOY8xXWn8c",{"id":19372,"title":19373,"audience":7,"body":19374,"category":33,"description":19587,"draft":387,"extension":388,"icon":19588,"keywords":19589,"meta":19596,"navigation":398,"order":19016,"path":19597,"related":19598,"seo":19599,"stem":19600,"updatedAt":403,"__hash__":19601},"help\u002Fhelp\u002Fcheckout\u002Fapply-a-discount-or-deal.md","Apply a discount or deal at checkout",{"type":132,"value":19375,"toc":19575},[19376,19399,19403,19474,19479,19483,19494,19500,19504,19514,19518,19529,19534,19536,19540,19551,19555,19558,19562,19565,19569],[135,19377,19378,19379,19382,19383,19386,19387,19389,19390,1295,19393,5658,19396,19398],{},"Open a sale and tap ",[144,19380,19381],{},"Add discount"," on the cart (or ",[144,19384,19385],{},"⋮ → Add cart discount","). The ",[144,19388,19066],{}," panel has three tabs — ",[144,19391,19392],{},"Deals",[144,19394,19395],{},"Code",[144,19397,3405],{}," — and eligible code-less deals apply themselves the moment the cart opens.",[149,19400,19402],{"id":19401},"how-do-i-discount-a-sale","How do I discount a sale?",[157,19404,19405,19415],{},[160,19406,19407],{},[163,19408,19409,19411,19413],{},[166,19410,1397],{},[166,19412,8695],{},[166,19414,5397],{},[173,19416,19417,19431,19450],{},[163,19418,19419,19423,19426],{},[178,19420,19421],{},[144,19422,19392],{},[178,19424,19425],{},"A configured promotion",[178,19427,19428,19429],{},"Pick from the eligible list and press ",[144,19430,5404],{},[163,19432,19433,19437,19440],{},[178,19434,19435],{},[144,19436,19395],{},[178,19438,19439],{},"A promo code the client has",[178,19441,19442,19443,19446,19447],{},"Type it into ",[144,19444,19445],{},"Discount code"," and press ",[144,19448,19449],{},"Apply discount",[163,19451,19452,19456,19459],{},[178,19453,19454],{},[144,19455,3405],{},[178,19457,19458],{},"A one-off goodwill discount",[178,19460,1139,19461,7160,19464,19467,19468,19471,19472],{},[144,19462,19463],{},"Percent",[144,19465,19466],{},"Amount",", enter the value and a ",[144,19469,19470],{},"Reason",", press ",[144,19473,19449],{},[135,19475,1923,19476,19478],{},[144,19477,19470],{}," on a manual discount is recorded on the sale and the audit log — \"e.g. Loyalty thank-you\".",[149,19480,19482],{"id":19481},"automatic-deals","Automatic deals",[135,19484,19485,19486,19489,19490,19493],{},"Deals configured without a code under ",[144,19487,19488],{},"Retail → Discounts"," apply themselves when the cart opens, oldest first, and appear under ",[144,19491,19492],{},"Discounts"," on the cart with the amount taken off. Ineligible deals are skipped silently.",[135,19495,19496,19497,19499],{},"To remove one — auto-applied or not — press the ",[144,19498,5435],{}," next to it. It won't re-apply itself during this sale.",[149,19501,19503],{"id":19502},"discounting-a-single-line","Discounting a single line",[135,19505,19506,19507,19509,19510,19513],{},"Each cart line has its own ",[144,19508,19381],{}," action, opening the same panel scoped to that line (title ",[144,19511,19512],{},"Line discount","). Line discounts are always manual — percent or amount — and are capped at the line's value. Tax recalculates on the discounted amount.",[149,19515,19517],{"id":19516},"what-cant-be-discounted","What can't be discounted",[716,19519,19520,19526],{},[719,19521,19522,19525],{},[144,19523,19524],{},"Gift cards and tips"," are excluded from cart-level manual discounts by design — a discounted gift card is unaccounted stored value.",[719,19527,19528],{},"A cart that owes nothing has nothing to discount.",[530,19530,19531],{},[135,19532,19533],{},"Writing a sale all the way down to zero is treated as a void, not a discount — it requires the void-sales permission. Partial discounts need only ordinary checkout access.",[149,19535,325],{"id":324},[203,19537,19539],{"id":19538},"why-did-a-discount-appear-on-the-sale-by-itself","Why did a discount appear on the sale by itself?",[135,19541,19542,19543,19545,19546,19548,19549,212],{},"An active code-less deal matched the cart. It's listed by name under ",[144,19544,19492],{}," — remove it with the ",[144,19547,5435],{}," if it shouldn't apply, and review the deal's rules under ",[144,19550,19488],{},[203,19552,19554],{"id":19553},"the-code-says-already-applied-is-the-client-charged-twice","The code says \"Already applied\" — is the client charged twice?",[135,19556,19557],{},"No. Re-entering an applied code is refused rather than double-counted; the discount is only ever taken once.",[203,19559,19561],{"id":19560},"can-i-stack-a-deal-and-a-manual-discount","Can I stack a deal and a manual discount?",[135,19563,19564],{},"Yes. The manual discount applies to what remains after deals, so the client is never discounted on money already taken off.",[203,19566,19568],{"id":19567},"do-discounts-reduce-the-tax","Do discounts reduce the tax?",[135,19570,19571,19572,212],{},"Yes — tax is calculated on the discounted amount, at both line and cart level. See ",[221,19573,19574],{"href":16458},"Taxes at checkout",{"title":363,"searchDepth":22,"depth":22,"links":19576},[19577,19578,19579,19580,19581],{"id":19401,"depth":22,"text":19402},{"id":19481,"depth":22,"text":19482},{"id":19502,"depth":22,"text":19503},{"id":19516,"depth":22,"text":19517},{"id":324,"depth":22,"text":325,"children":19582},[19583,19584,19585,19586],{"id":19538,"depth":32,"text":19539},{"id":19553,"depth":32,"text":19554},{"id":19560,"depth":32,"text":19561},{"id":19567,"depth":32,"text":19568},"Apply an automatic deal, a discount code, or a manual discount to a sale or a single line — and remove one that shouldn't be there.","i-lucide-badge-percent",[19590,19591,19592,19593,19594,19595],"add discount at checkout","apply promo code pos","discount one item only","remove auto applied deal","comp a sale to zero","staff discount reason",{},"\u002Fhelp\u002Fcheckout\u002Fapply-a-discount-or-deal",[1197,16458,1199],{"title":19373,"description":19587},"help\u002Fcheckout\u002Fapply-a-discount-or-deal","jU7KBUNC3q3ukt3p9l92hfMChPIaK-nTJ9Fgr2GFkH0",{"id":19603,"title":4372,"audience":7,"body":19604,"category":43,"description":19781,"draft":387,"extension":388,"icon":19782,"keywords":19783,"meta":19790,"navigation":398,"order":19016,"path":4371,"related":12410,"seo":19791,"stem":19792,"updatedAt":403,"__hash__":19793},"help\u002Fhelp\u002Fclients\u002Fblocked-and-flagged-clients.md",{"type":132,"value":19605,"toc":19766},[19606,19609,19613,19679,19682,19686,19689,19724,19728,19734,19743,19745,19749,19752,19756,19759,19763],[135,19607,19608],{},"Blocking a client stops them booking online and receiving marketing, while keeping their record and history intact. It's a soft block: staff can still book them deliberately, and nothing already on the calendar is touched.",[149,19610,19612],{"id":19611},"what-does-blocking-a-client-actually-do","What does blocking a client actually do?",[157,19614,19615,19624],{},[160,19616,19617],{},[163,19618,19619,19621],{},[166,19620,3258],{},[166,19622,19623],{},"Blocked client",[173,19625,19626,19636,19646,19656,19669],{},[163,19627,19628,19633],{},[178,19629,19630],{},[144,19631,19632],{},"Online \u002F portal booking",[178,19634,19635],{},"Refused",[163,19637,19638,19643],{},[178,19639,19640],{},[144,19641,19642],{},"Marketing emails and SMS",[178,19644,19645],{},"Stopped",[163,19647,19648,19653],{},[178,19649,19650],{},[144,19651,19652],{},"Staff booking at the desk",[178,19654,19655],{},"Allowed, with a warning you can override — the override is audited",[163,19657,19658,19663],{},[178,19659,19660],{},[144,19661,19662],{},"Existing future appointments",[178,19664,19665,19668],{},[144,19666,19667],{},"Untouched"," — never auto-cancelled",[163,19670,19671,19676],{},[178,19672,19673],{},[144,19674,19675],{},"Their record and history",[178,19677,19678],{},"Fully intact",[135,19680,19681],{},"When you block, any upcoming appointments are listed for you to review — cancel them yourself if that's the intent; Owneli won't decide for you.",[149,19683,19685],{"id":19684},"how-do-i-block-a-client","How do I block a client?",[135,19687,19688],{},"You need permission to manage clients.",[200,19690,19691,19695,19698,19702,19712,19716,19719,19721],{},[203,19692,19694],{"id":19693},"open-the-client-and-choose-block","Open the client and choose Block",[135,19696,19697],{},"From the profile panel's header actions.",[203,19699,19701],{"id":19700},"pick-a-reason","Pick a reason",[135,19703,19704,19705,19707,19708,19711],{},"Choose from the fixed list — repeated no-shows, payment issues, behaviour, and so on. ",[144,19706,2204],{}," requires a note explaining it. The ",[144,19709,19710],{},"Safety concern"," reason is reserved for admins and owners, because it carries more weight and more liability.",[203,19713,19715],{"id":19714},"add-a-note-and-an-optional-review-date","Add a note and an optional review date",[135,19717,19718],{},"The note is internal. A review date is a nudge to reconsider the block later — it doesn't auto-unblock.",[203,19720,2524],{"id":2523},[135,19722,19723],{},"The profile header now shows the block, when it was applied, and by whom. If the client has upcoming appointments, the confirmation tells you how many to review.",[149,19725,19727],{"id":19726},"unblock","Unblock",[135,19729,19730,19731,19733],{},"Open the same panel on a blocked client and choose ",[144,19732,19727],{},". The block details are cleared and online booking works again. A safety-concern block can only be lifted by an admin or owner.",[276,19735,19736],{},[135,19737,19738,19739,212],{},"Blocking is not deleting. If the goal is removing the person's data rather than refusing service, see ",[221,19740,19742],{"href":19741},"\u002Fhelp\u002Fclients\u002Fdelete-a-client","Delete a client",[149,19744,325],{"id":324},[203,19746,19748],{"id":19747},"will-the-client-know-theyre-blocked","Will the client know they're blocked?",[135,19750,19751],{},"They aren't notified. They'll simply find online booking unavailable to them; how you communicate the decision is up to you.",[203,19753,19755],{"id":19754},"why-did-a-blocked-client-still-show-up-on-the-calendar","Why did a blocked client still show up on the calendar?",[135,19757,19758],{},"Either the appointment predated the block — existing bookings are never auto-cancelled — or a staff member booked them past the warning, which the audit trail records.",[203,19760,19762],{"id":19761},"does-the-review-date-unblock-automatically","Does the review date unblock automatically?",[135,19764,19765],{},"No. It's a reminder for a human decision; the block stays until someone lifts it.",{"title":363,"searchDepth":22,"depth":22,"links":19767},[19768,19769,19775,19776],{"id":19611,"depth":22,"text":19612},{"id":19684,"depth":22,"text":19685,"children":19770},[19771,19772,19773,19774],{"id":19693,"depth":32,"text":19694},{"id":19700,"depth":32,"text":19701},{"id":19714,"depth":32,"text":19715},{"id":2523,"depth":32,"text":2524},{"id":19726,"depth":22,"text":19727},{"id":324,"depth":22,"text":325,"children":19777},[19778,19779,19780],{"id":19747,"depth":32,"text":19748},{"id":19754,"depth":32,"text":19755},{"id":19761,"depth":32,"text":19762},"Block a client from booking online, what a block does and doesn't stop, and how to set a review date or lift the block later.","i-lucide-ban",[19784,19785,19786,19787,19788,19789],"block a client","stop client booking online","client no show repeatedly","unblock client","ban client from salon","safety concern client",{},{"title":4372,"description":19781},"help\u002Fclients\u002Fblocked-and-flagged-clients","jJfqZnt87bvJ2WmgwWEl9cdAX-RrO5YKTn8VboZMrhw",{"id":19795,"title":19796,"audience":7,"body":19797,"category":13,"description":19951,"draft":387,"extension":388,"icon":19952,"keywords":19953,"meta":19960,"navigation":398,"order":19016,"path":19961,"related":19962,"seo":19963,"stem":19964,"updatedAt":403,"__hash__":19965},"help\u002Fhelp\u002Fgetting-started\u002Finstall-workroom-on-your-phone.md","Install Owneli on your phone",{"type":132,"value":19798,"toc":19930},[19799,19810,19814,19846,19850,19881,19885,19888,19892,19895,19899,19902,19907,19909,19913,19916,19920,19923,19927],[135,19800,19801,19802,19805,19806,19809],{},"There's nothing to download from an app store: open Owneli in your phone's browser and use ",[144,19803,19804],{},"Add to Home Screen"," (iPhone) or ",[144,19807,19808],{},"Install app"," (Android). It then opens full-screen with its own icon and updates itself automatically.",[149,19811,19813],{"id":19812},"how-do-i-install-owneli-on-iphone-or-ipad","How do I install Owneli on iPhone or iPad?",[200,19815,19816,19820,19823,19827,19830,19834,19839,19843],{},[203,19817,19819],{"id":19818},"open-owneli-in-safari","Open Owneli in Safari",[135,19821,19822],{},"Sign in at your workspace address as usual.",[203,19824,19826],{"id":19825},"tap-the-share-button","Tap the Share button",[135,19828,19829],{},"The square-with-arrow icon in Safari's toolbar.",[203,19831,19833],{"id":19832},"tap-add-to-home-screen","Tap \"Add to Home Screen\"",[135,19835,19836,19837,212],{},"Confirm the name and tap ",[144,19838,8055],{},[203,19840,19842],{"id":19841},"open-it-from-the-home-screen","Open it from the home screen",[135,19844,19845],{},"The Owneli icon now launches the app full-screen.",[149,19847,19849],{"id":19848},"how-do-i-install-it-on-android","How do I install it on Android?",[200,19851,19852,19856,19859,19863,19876,19878],{},[203,19853,19855],{"id":19854},"open-owneli-in-chrome","Open Owneli in Chrome",[135,19857,19858],{},"Sign in as usual.",[203,19860,19862],{"id":19861},"use-the-install-prompt","Use the install prompt",[135,19864,19865,19866,1740,19868,19871,19872,19875],{},"Chrome offers ",[144,19867,19808],{},[144,19869,19870],{},"Add to Home screen",") from the ",[139,19873,19874],{},"⋮"," menu — some phones surface it as a banner automatically.",[203,19877,2524],{"id":2523},[135,19879,19880],{},"The icon appears on your home screen and in your app drawer.",[149,19882,19884],{"id":19883},"install-on-a-desktop","Install on a desktop",[135,19886,19887],{},"Chrome and Edge show an install icon at the right end of the address bar. Click it to run Owneli in its own window — handy for a front-desk machine.",[149,19889,19891],{"id":19890},"what-works-offline","What works offline",[135,19893,19894],{},"Very little, by design. The app shell loads instantly from your device, but appointments, clients, and sales are live data — you need a connection to see and change them. If your connection drops mid-shift, wait for it to return rather than retrying actions; nothing you submit is queued offline.",[149,19896,19898],{"id":19897},"updates","Updates",[135,19900,19901],{},"You never install updates by hand. The app checks for a new version and refreshes itself — if something looks stale, close and reopen the app.",[276,19903,19904],{},[135,19905,19906],{},"If your business uses push notifications, allow notifications when the app asks — the installed app is what receives them.",[149,19908,325],{"id":324},[203,19910,19912],{"id":19911},"is-there-a-owneli-app-in-the-app-store-or-play-store","Is there a Owneli app in the App Store or Play Store?",[135,19914,19915],{},"No — and you don't need one. The installed web app behaves like a native app: home-screen icon, full-screen, push notifications, automatic updates.",[203,19917,19919],{"id":19918},"can-i-use-owneli-without-internet","Can I use Owneli without internet?",[135,19921,19922],{},"The app opens, but live data — appointments, clients, sales — needs a connection. Nothing you do offline is queued, so wait for the connection to return before retrying.",[203,19924,19926],{"id":19925},"how-do-i-update-the-app","How do I update the app?",[135,19928,19929],{},"You don't. It updates itself; if a screen looks stale, close and reopen the app.",{"title":363,"searchDepth":22,"depth":22,"links":19931},[19932,19938,19943,19944,19945,19946],{"id":19812,"depth":22,"text":19813,"children":19933},[19934,19935,19936,19937],{"id":19818,"depth":32,"text":19819},{"id":19825,"depth":32,"text":19826},{"id":19832,"depth":32,"text":19833},{"id":19841,"depth":32,"text":19842},{"id":19848,"depth":22,"text":19849,"children":19939},[19940,19941,19942],{"id":19854,"depth":32,"text":19855},{"id":19861,"depth":32,"text":19862},{"id":2523,"depth":32,"text":2524},{"id":19883,"depth":22,"text":19884},{"id":19890,"depth":22,"text":19891},{"id":19897,"depth":22,"text":19898},{"id":324,"depth":22,"text":325,"children":19947},[19948,19949,19950],{"id":19911,"depth":32,"text":19912},{"id":19918,"depth":32,"text":19919},{"id":19925,"depth":32,"text":19926},"Add Owneli to your iPhone, Android, or desktop home screen so it opens full-screen like a native app and updates itself automatically.","i-lucide-smartphone",[19954,19955,19956,19957,19958,19959],"install app on phone","add to home screen","workroom mobile app","pwa install","does it work offline","install on iphone android",{},"\u002Fhelp\u002Fgetting-started\u002Finstall-workroom-on-your-phone",[1805],{"title":19796,"description":19951},"help\u002Fgetting-started\u002Finstall-workroom-on-your-phone","sUfTw0kYwyv0ohJi2TDPFT22GiU2YHLyAKeuuxlX-ak",{"id":19967,"title":19968,"audience":7,"body":19969,"category":83,"description":20130,"draft":387,"extension":388,"icon":20131,"keywords":20132,"meta":20138,"navigation":398,"order":19016,"path":20139,"related":20140,"seo":20141,"stem":20142,"updatedAt":1545,"__hash__":20143},"help\u002Fhelp\u002Fgrowth\u002Fsms-credits-and-balance.md","SMS credits and your messaging balance",{"type":132,"value":19970,"toc":20115},[19971,19985,19988,19992,19998,20007,20011,20042,20046,20056,20061,20065,20085,20092,20094,20098,20101,20105,20108,20112],[135,19972,19973,19974,19977,19978,18042,19981,19984],{},"Outbound text messages draw from a prepaid ",[144,19975,19976],{},"messaging balance"," in your workspace, managed in ",[144,19979,19980],{},"Settings → Billing",[144,19982,19983],{},"Messaging wallet"," tab. Top up by card in fixed amounts ($10 \u002F $25 \u002F $100) or a custom amount from $5 to $500, and optionally enable auto-top-up so the balance refills itself before it runs dry.",[135,19986,19987],{},"Managing the balance is admin-only.",[149,19989,19991],{"id":19990},"what-does-an-sms-cost","What does an SMS cost?",[135,19993,19994,19995,19997],{},"Each message is priced per ",[144,19996,13637],{}," — the carrier unit of a text. A short message is one segment; longer messages (or ones with emoji and special characters) span several segments and cost proportionally more. The balance page shows your workspace's per-segment rate next to the current balance.",[530,19999,20000],{},[135,20001,20002,20003,20006],{},"When the balance is empty, SMS sends are ",[144,20004,20005],{},"skipped, not queued"," — a campaign or automation quietly sends fewer texts rather than failing loudly. If texts seem to be missing, check the balance first.",[149,20008,20010],{"id":20009},"top-up","Top up",[200,20012,20013,20017,20022,20026,20029,20033],{},[203,20014,20016],{"id":20015},"open-the-messaging-wallet","Open the messaging wallet",[135,20018,20019,20021],{},[144,20020,10668],{},". The current balance and rate sit at the top; a low-balance flag appears when it's running down.",[203,20023,20025],{"id":20024},"click-top-up","Click Top up",[135,20027,20028],{},"Choose $10, $25, or $100, or enter a custom amount ($5–$500). You're taken through a card checkout on the platform — this charge is separate from your client-payment processing.",[203,20030,20032],{"id":20031},"the-balance-credits-itself","The balance credits itself",[135,20034,20035,20036,20038,20039,20041],{},"The credit lands as soon as the payment completes, with a ledger entry (",[144,20037,20009],{},") alongside every ",[144,20040,6297],{}," debit and any refunds or adjustments.",[149,20043,20045],{"id":20044},"auto-top-up","Auto-top-up",[135,20047,20048,20049,17768,20052,20055],{},"Save a card on the same page, then set a ",[144,20050,20051],{},"threshold",[144,20053,20054],{},"top-up amount",": when the balance falls below the threshold, the saved card is charged and the balance refills automatically.",[276,20057,20058],{},[135,20059,20060],{},"Size the threshold to your biggest routine send. If a reminder night consumes $8, a $5 threshold refills too late — the balance page's ledger shows your real burn rate.",[149,20062,20064],{"id":20063},"what-draws-from-the-balance","What draws from the balance",[716,20066,20067,20074,20079],{},[719,20068,20069,20071,20072],{},[144,20070,10199],{}," SMS sends — see ",[221,20073,13497],{"href":5287},[719,20075,20076,20078],{},[144,20077,10426],{}," texts (reminders and similar)",[719,20080,20081,20082],{},"Replies you send by SMS from the ",[221,20083,20084],{"href":13327},"inbox",[135,20086,20087,20088,20091],{},"The same settings page also carries ",[144,20089,20090],{},"contact-frequency guardrails"," — caps on how many marketing SMS per day and marketing emails per week any one client can receive — which protect clients and your balance at once.",[149,20093,325],{"id":324},[203,20095,20097],{"id":20096},"why-did-one-message-cost-three-credits-worth","Why did one message cost three credits' worth?",[135,20099,20100],{},"It spanned three segments. Long copy and emoji push a text over the single-segment limit; the debit records the segment count.",[203,20102,20104],{"id":20103},"do-incoming-client-texts-cost-anything","Do incoming client texts cost anything?",[135,20106,20107],{},"Receiving doesn't draw from your balance; you pay when you send.",[203,20109,20111],{"id":20110},"can-i-get-a-refund-on-unused-balance","Can I get a refund on unused balance?",[135,20113,20114],{},"The ledger supports refunds and adjustments as administrative events; contact support about returning an unused balance. ",{"title":363,"searchDepth":22,"depth":22,"links":20116},[20117,20118,20123,20124,20125],{"id":19990,"depth":22,"text":19991},{"id":20009,"depth":22,"text":20010,"children":20119},[20120,20121,20122],{"id":20015,"depth":32,"text":20016},{"id":20024,"depth":32,"text":20025},{"id":20031,"depth":32,"text":20032},{"id":20044,"depth":22,"text":20045},{"id":20063,"depth":22,"text":20064},{"id":324,"depth":22,"text":325,"children":20126},[20127,20128,20129],{"id":20096,"depth":32,"text":20097},{"id":20103,"depth":32,"text":20104},{"id":20110,"depth":32,"text":20111},"Top up your messaging balance, set auto-top-up so campaigns never stall, and understand what each text message costs.","i-lucide-message-square-dot",[20133,20134,20135,20136,20137,19976],"sms credits","buy sms balance","text message cost","auto top up sms","sms not sending no balance",{},"\u002Fhelp\u002Fgrowth\u002Fsms-credits-and-balance",[5287,13327,6926],{"title":19968,"description":20130},"help\u002Fgrowth\u002Fsms-credits-and-balance","NdMkyNEFJbQnbRTVymsuIwdhpKThSFSGXBArqmarwsg",{"id":20145,"title":20146,"audience":109,"body":20147,"category":124,"description":20329,"draft":387,"extension":388,"icon":20330,"keywords":20331,"meta":20338,"navigation":398,"order":19016,"path":17715,"related":20339,"seo":20340,"stem":20341,"updatedAt":403,"__hash__":20342},"help\u002Fhelp\u002Fportal\u002Fyour-membership.md","Manage your membership or package",{"type":132,"value":20148,"toc":20316},[20149,20154,20158,20220,20234,20238,20259,20266,20270,20284,20286,20290,20299,20303,20306,20310],[135,20150,5134,20151,20153],{},[144,20152,2608],{}," in your account to see every plan and package — what's included, what's left, and the next charge — and to pause, resume, or cancel a plan yourself.",[149,20155,20157],{"id":20156},"what-does-my-plan-card-show","What does my plan card show?",[157,20159,20160,20169],{},[160,20161,20162],{},[163,20163,20164,20167],{},[166,20165,20166],{},"On the card",[166,20168,11151],{},[173,20170,20171,20180,20190,20200,20210],{},[163,20172,20173,20177],{},[178,20174,20175],{},[144,20176,6877],{},[178,20178,20179],{},"Running normally; shows the renew date and next charge",[163,20181,20182,20187],{},[178,20183,20184],{},[144,20185,20186],{},"Frozen",[178,20188,20189],{},"Paused; shows when it resumes",[163,20191,20192,20197],{},[178,20193,20194],{},[144,20195,20196],{},"Payment due",[178,20198,20199],{},"The last renewal payment failed — credits are locked until it's settled",[163,20201,20202,20207],{},[178,20203,20204],{},[144,20205,20206],{},"Ended",[178,20208,20209],{},"The plan is over",[163,20211,20212,20217],{},[178,20213,20214],{},[144,20215,20216],{},"Access ends · No charge",[178,20218,20219],{},"You've scheduled a cancellation, or the plan doesn't auto-renew",[135,20221,20222,20223,20226,20227,20230,20231,20233],{},"Included services are listed with counts like ",[144,20224,20225],{},"2 of 3 left",". Rolled-over sessions are spelled out — for example ",[144,20228,20229],{},"4 left (3 included + 1 rolled over)"," — and credits about to expire are flagged with the days remaining. Packages you bought up front appear on the same page with sessions remaining and any expiry. Tap ",[144,20232,2315],{}," on a plan to see every session used, added, or reversed.",[149,20235,20237],{"id":20236},"how-do-i-pause-my-membership","How do I pause my membership?",[200,20239,20240,20244,20247,20249],{},[203,20241,20243],{"id":20242},"tap-pause-plan","Tap Pause plan",[135,20245,20246],{},"If your plan allows self-serve pausing, you choose the number of days. Plans set limits — how many pauses and how many total days — and the screen shows what you have left.",[203,20248,2524],{"id":2523},[135,20250,20251,20252,20254,20255,20258],{},"The plan reads ",[144,20253,20186],{}," with its resume date. You can ",[144,20256,20257],{},"Resume"," early yourself.",[135,20260,20261,20262,20265],{},"If your plan doesn't allow self-serve pausing, the button reads ",[144,20263,20264],{},"Request a pause"," — your request (with an optional reason) goes to the venue for a member of staff to approve.",[149,20267,20269],{"id":20268},"how-do-i-cancel-my-membership","How do I cancel my membership?",[135,20271,9352,20272,20275,20276,20279,20280,20283],{},[144,20273,20274],{},"Cancel plan"," and confirm. Cancelling typically ends access at the end of the period you've already paid for — the card then shows ",[144,20277,20278],{},"Access ends"," with ",[144,20281,20282],{},"No charge",". Your plan's own terms are shown on the card; some plans have a minimum commitment or early-exit fee set by the venue.",[149,20285,325],{"id":324},[203,20287,20289],{"id":20288},"why-cant-i-use-my-sessions","Why can't I use my sessions?",[135,20291,20292,20293,20295,20296,20298],{},"If the plan shows ",[144,20294,20196],{},", its credits are locked until the failed renewal is paid — update your default card in ",[221,20297,1499],{"href":17713}," or speak to the venue. Credits on a frozen plan are also on hold until it resumes.",[203,20300,20302],{"id":20301},"do-unused-sessions-carry-over","Do unused sessions carry over?",[135,20304,20305],{},"Only if your plan allows roll-over — when it does, the credit line says exactly how many rolled over.",[203,20307,20309],{"id":20308},"will-i-be-charged-after-i-cancel","Will I be charged after I cancel?",[135,20311,20312,20313,20315],{},"No. Once a cancellation is scheduled, the card reads ",[144,20314,20216],{},", and you keep your benefits until that date.",{"title":363,"searchDepth":22,"depth":22,"links":20317},[20318,20319,20323,20324],{"id":20156,"depth":22,"text":20157},{"id":20236,"depth":22,"text":20237,"children":20320},[20321,20322],{"id":20242,"depth":32,"text":20243},{"id":2523,"depth":32,"text":2524},{"id":20268,"depth":22,"text":20269},{"id":324,"depth":22,"text":325,"children":20325},[20326,20327,20328],{"id":20288,"depth":32,"text":20289},{"id":20301,"depth":32,"text":20302},{"id":20308,"depth":32,"text":20309},"See what your membership includes, what you've used, and when it next bills — and pause, resume, or cancel your plan from your own online account.","i-lucide-badge-check",[20332,20333,20334,20335,20336,20337],"pause my membership","cancel my membership","membership sessions left","freeze my plan","package sessions remaining","when does my membership renew",{},[17713,17620],{"title":20146,"description":20329},"help\u002Fportal\u002Fyour-membership","lG9RxwqOI97uV0WVdzF01rh2JTfa9FoiieMNkm8rsBM",{"id":20344,"title":20345,"audience":7,"body":20346,"category":53,"description":20474,"draft":387,"extension":388,"icon":20475,"keywords":20476,"meta":20482,"navigation":398,"order":19016,"path":18860,"related":20483,"seo":20484,"stem":20485,"updatedAt":403,"__hash__":20486},"help\u002Fhelp\u002Fretail\u002Fapprove-a-membership-pause-request.md","Approve a membership pause request",{"type":132,"value":20347,"toc":20460},[20348,20355,20358,20362,20406,20410,20424,20435,20437,20441,20444,20448,20451,20455],[135,20349,20350,20351,20354],{},"When a plan allows pausing, members can request a freeze from their client portal. Requests land in the ",[144,20352,20353],{},"Pause requests"," queue — a badge on the memberships page shows how many are waiting. Approve to freeze the membership for a number of days (it resumes automatically), or deny to leave it untouched. Either way the client is notified by email and in their portal.",[135,20356,20357],{},"Deciding requests needs POS management access.",[149,20359,20361],{"id":20360},"how-do-i-approve-or-deny-a-pause-request","How do I approve or deny a pause request?",[200,20363,20364,20368,20373,20377,20380,20384,20399,20403],{},[203,20365,20367],{"id":20366},"open-the-queue","Open the queue",[135,20369,9149,20370,20372],{},[144,20371,2736],{},", follow the pending pause-requests count. Pending requests list the client, plan, days requested, their reason, and how much of the plan's pause allowance they've already used.",[203,20374,20376],{"id":20375},"check-the-allowance","Check the allowance",[135,20378,20379],{},"Each plan caps total paused days. The request shows days used against the cap — you can grant fewer days than requested, but never more than the allowance has left.",[203,20381,20383],{"id":20382},"approve-or-deny","Approve or deny",[135,20385,20386,20387,20390,20391,20394,20395,20398],{},"Adjust the ",[144,20388,20389],{},"days to grant"," if needed, then click ",[144,20392,20393],{},"Approve"," — or ",[144,20396,20397],{},"Deny"," to reject. Approving freezes the membership immediately and sets an automatic resume date that many days out.",[203,20400,20402],{"id":20401},"the-client-is-told","The client is told",[135,20404,20405],{},"An email and a portal message confirm the decision, including the resume date on an approval.",[149,20407,20409],{"id":20408},"what-a-pause-actually-does","What a pause actually does",[716,20411,20412,20418,20421],{},[719,20413,20414,20415,20417],{},"The membership status becomes ",[144,20416,13785],{}," and billing stops for the frozen days.",[719,20419,20420],{},"The days granted are banked against the plan's lifetime pause allowance, and the pause counts toward the plan's maximum number of pauses.",[719,20422,20423],{},"On the resume date, the membership resumes automatically — no one has to remember.",[530,20425,20426],{},[135,20427,20428,20429,20432,20433,212],{},"A membership that is ",[144,20430,20431],{},"past due"," can still be paused through an approval, but pausing doesn't fix the failed card. Sort the payment out before it resumes — see ",[221,20434,18680],{"href":18858},[149,20436,325],{"id":324},[203,20438,20440],{"id":20439},"can-i-approve-part-of-a-request","Can I approve part of a request?",[135,20442,20443],{},"Yes — edit the days before approving. Granting 14 days against a 30-day request is a normal outcome; the client sees the actual resume date.",[203,20445,20447],{"id":20446},"what-if-the-request-exceeds-the-plans-allowance","What if the request exceeds the plan's allowance?",[135,20449,20450],{},"Approval is blocked past the remaining allowance. Grant what's left, or deny with the explanation.",[203,20452,20454],{"id":20453},"where-do-pause-rules-come-from","Where do pause rules come from?",[135,20456,20457,20458,212],{},"The plan itself: maximum pauses, maximum paused days, and whether pausing is offered at all are set when you build the plan — see ",[221,20459,2608],{"href":3041},{"title":363,"searchDepth":22,"depth":22,"links":20461},[20462,20468,20469],{"id":20360,"depth":22,"text":20361,"children":20463},[20464,20465,20466,20467],{"id":20366,"depth":32,"text":20367},{"id":20375,"depth":32,"text":20376},{"id":20382,"depth":32,"text":20383},{"id":20401,"depth":32,"text":20402},{"id":20408,"depth":22,"text":20409},{"id":324,"depth":22,"text":325,"children":20470},[20471,20472,20473],{"id":20439,"depth":32,"text":20440},{"id":20446,"depth":32,"text":20447},{"id":20453,"depth":32,"text":20454},"Review client requests to freeze a membership — check the plan's pause allowance, grant the days, and let auto-resume handle the rest.","i-lucide-pause-circle",[20477,20478,20479,20480,20481],"membership pause request","freeze membership","approve membership freeze","client wants to pause membership","pause allowance days",{},[3041,18858],{"title":20345,"description":20474},"help\u002Fretail\u002Fapprove-a-membership-pause-request","oU8feL9bM200HtRJqgtG_zutbh4ufaUb9YqN-O-vdQ4",{"id":20488,"title":20489,"audience":7,"body":20490,"category":93,"description":20671,"draft":387,"extension":388,"icon":30,"keywords":20672,"meta":20679,"navigation":398,"order":19016,"path":20680,"related":20681,"seo":20682,"stem":20683,"updatedAt":403,"__hash__":20684},"help\u002Fhelp\u002Fsettings\u002Fconnect-payments.md","Connect card payments with Stripe",{"type":132,"value":20491,"toc":20655},[20492,20506,20511,20515,20560,20564,20604,20608,20611,20624,20627,20630,20632,20636,20639,20643,20646,20650],[135,20493,4678,20494,20497,20498,20501,20502,20505],{},[144,20495,20496],{},"Settings → Payments → Payment processor"," and click ",[144,20499,20500],{},"Connect payouts"," — Stripe's hosted onboarding verifies your business and collects the bank account your payouts land in. Once the status chip reads ",[144,20503,20504],{},"Enabled",", you can charge cards everywhere in Owneli.",[135,20507,20508,20510],{},[144,20509,9084],{}," you need an admin account, your business details, and your bank account number.",[149,20512,20514],{"id":20513},"how-do-i-connect-stripe-to-owneli","How do I connect Stripe to Owneli?",[200,20516,20517,20521,20525,20529,20539,20543,20550,20554],{},[203,20518,20520],{"id":20519},"open-the-payments-settings","Open the payments settings",[135,20522,20523,212],{},[144,20524,20496],{},[203,20526,20528],{"id":20527},"start-onboarding","Start onboarding",[135,20530,20531,20532,20535,20536,20538],{},"On the ",[144,20533,20534],{},"Card payments"," card, click ",[144,20537,20500],{},". You're taken to Stripe's secure onboarding for business details, identity verification, and your payout bank account.",[203,20540,20542],{"id":20541},"finish-on-stripe-and-return","Finish on Stripe and return",[135,20544,20545,20546,20549],{},"When Stripe is done, you come back to Owneli. If you leave partway through, the button becomes ",[144,20547,20548],{},"Resume onboarding"," — nothing is lost.",[203,20551,20553],{"id":20552},"check-the-status-chip","Check the status chip",[135,20555,20556,20557,20559],{},"Wait for it to read ",[144,20558,20504],{}," — that's when charging goes live.",[149,20561,20563],{"id":20562},"what-the-status-chip-means","What the status chip means",[157,20565,20566,20574],{},[160,20567,20568],{},[163,20569,20570,20572],{},[166,20571,756],{},[166,20573,3428],{},[173,20575,20576,20586,20595],{},[163,20577,20578,20583],{},[178,20579,20580],{},[144,20581,20582],{},"Not connected",[178,20584,20585],{},"Onboarding hasn't started",[163,20587,20588,20592],{},[178,20589,20590],{},[144,20591,15779],{},[178,20593,20594],{},"Stripe is verifying your details — usually quick, sometimes a day or two",[163,20596,20597,20601],{},[178,20598,20599],{},[144,20600,20504],{},[178,20602,20603],{},"Charges are live everywhere in Owneli",[149,20605,20607],{"id":20606},"what-connecting-unlocks","What connecting unlocks",[135,20609,20610],{},"Card payments across the app: the POS, online booking deposits, saved cards on file, pay-by-link self-checkout, membership billing, and late-cancellation \u002F no-show fees.",[530,20612,20613],{},[135,20614,20615,20616,20619,20620,212],{},"Connecting Stripe alone doesn't start requiring deposits. Deposits and fees only apply once you configure ",[144,20617,20618],{},"when"," they apply — that's ",[221,20621,20623],{"href":20622},"\u002Fhelp\u002Fsettings\u002Fpayment-policy","Set your payment policy",[149,20625,3819],{"id":20626},"payouts",[135,20628,20629],{},"Stripe pays your balance to the bank account you added, on Stripe's standard payout schedule. Bank changes and dispute handling are managed on Stripe's side.",[149,20631,325],{"id":324},[203,20633,20635],{"id":20634},"who-can-connect-payments","Who can connect payments?",[135,20637,20638],{},"Admins only — the page is admin-gated.",[203,20640,20642],{"id":20641},"the-page-says-card-processing-isnt-configured-what-does-that-mean","The page says card processing isn't configured — what does that mean?",[135,20644,20645],{},"That's a platform-level state (the Owneli environment has no payment processor set up), not something a business admin can fix from Settings. Contact support.",[203,20647,20649],{"id":20648},"can-staff-type-a-clients-card-number-into-owneli","Can staff type a client's card number into Owneli?",[135,20651,20652,20653,212],{},"No — by design. Cards are captured by the client themselves through a secure link, so your staff never handle card numbers. See ",[221,20654,3141],{"href":3140},{"title":363,"searchDepth":22,"depth":22,"links":20656},[20657,20663,20664,20665,20666],{"id":20513,"depth":22,"text":20514,"children":20658},[20659,20660,20661,20662],{"id":20519,"depth":32,"text":20520},{"id":20527,"depth":32,"text":20528},{"id":20541,"depth":32,"text":20542},{"id":20552,"depth":32,"text":20553},{"id":20562,"depth":22,"text":20563},{"id":20606,"depth":22,"text":20607},{"id":20626,"depth":22,"text":3819},{"id":324,"depth":22,"text":325,"children":20667},[20668,20669,20670],{"id":20634,"depth":32,"text":20635},{"id":20641,"depth":32,"text":20642},{"id":20648,"depth":32,"text":20649},"How to connect Stripe to Owneli so you can take card payments, deposits, and no-show fees — onboarding steps, statuses, and payouts.",[20673,20674,20675,20676,20677,20678],"connect stripe","take card payments","set up payments","stripe onboarding","payouts bank account","card processing setup",{},"\u002Fhelp\u002Fsettings\u002Fconnect-payments",[20622,1197,3140],{"title":20489,"description":20671},"help\u002Fsettings\u002Fconnect-payments","gmfphXisYm29kwfTtJ7FNbLE9JGq8rdBX8IvzKxZLBk",{"id":20686,"title":20687,"audience":7,"body":20688,"category":73,"description":20893,"draft":387,"extension":388,"icon":20894,"keywords":20895,"meta":20902,"navigation":398,"order":19016,"path":20903,"related":20904,"seo":20905,"stem":20906,"updatedAt":403,"__hash__":20907},"help\u002Fhelp\u002Fteam\u002Fsuspend-archive-or-offboard-a-team-member.md","Suspend, archive, or offboard a team member",{"type":132,"value":20689,"toc":20879},[20690,20703,20706,20710,20775,20779,20837,20851,20856,20858,20862,20865,20869,20872,20876],[135,20691,20692,20693,20695,20696,20699,20700,20702],{},"When someone leaves — or you need to lock them out fast — use the ",[144,20694,11903],{}," tab on their team panel. ",[144,20697,20698],{},"No access"," (suspend) locks the login but keeps everything else intact; ",[144,20701,2380],{}," runs a wizard that resolves their future appointments first, then records the departure. Both are reversible.",[135,20704,20705],{},"Admin access is required. The owner and the last active admin are protected — they can't be suspended or archived.",[149,20707,20709],{"id":20708},"suspend-vs-archive-which-one","Suspend vs archive: which one?",[157,20711,20712,20722],{},[160,20713,20714],{},[163,20715,20716,20718,20720],{},[166,20717,1936],{},[166,20719,494],{},[166,20721,171],{},[173,20723,20724,20737,20750,20762],{},[163,20725,20726,20731,20734],{},[178,20727,20728,20730],{},[144,20729,20698],{}," (suspend)",[178,20732,20733],{},"Locks the login immediately. Their data, appointments, and history stay untouched.",[178,20735,20736],{},"Urgent lockout, investigation, extended leave",[163,20738,20739,20744,20747],{},[178,20740,20741],{},[144,20742,20743],{},"Restore access",[178,20745,20746],{},"Unlocks a suspended account",[178,20748,20749],{},"The situation is resolved",[163,20751,20752,20756,20759],{},[178,20753,20754],{},[144,20755,2380],{},[178,20757,20758],{},"Full offboarding: future appointments reassigned, last day and reason recorded, member removed from active rosters",[178,20760,20761],{},"The person has actually left",[163,20763,20764,20769,20772],{},[178,20765,20766],{},[144,20767,20768],{},"Reinstate",[178,20770,20771],{},"Reverses an archive, with an optional note",[178,20773,20774],{},"A rehire or a mistake",[149,20776,20778],{"id":20777},"archive-someone-the-wizard","Archive someone: the wizard",[200,20780,20781,20785,20794,20798,20813,20817,20826,20830],{},[203,20782,20784],{"id":20783},"open-offboarding","Open Offboarding",[135,20786,20787,15448,20789,20791,20792,212],{},[144,20788,1638],{},[144,20790,11903],{}," tab → ",[144,20793,2380],{},[203,20795,20797],{"id":20796},"resolve-the-blockers","Resolve the blockers",[135,20799,20800,20801,20804,20805,20808,20809,20812],{},"The wizard won't continue while the member has ",[144,20802,20803],{},"future appointments",", an ",[144,20806,20807],{},"active clock-in",", or an ",[144,20810,20811],{},"open cash drawer",". Recent paid hours show as a warning (make sure payroll is settled) but don't block.",[203,20814,20816],{"id":20815},"reassign-their-future-appointments","Reassign their future appointments",[135,20818,20819,20820,20823,20824,212],{},"Every upcoming appointment and add-on is listed. Assign each to a specific provider or leave it on ",[144,20821,20822],{},"Any available",", then choose what clients are told: notify where the provider is client-visible, notify everyone, or notify no one. Click ",[144,20825,5404],{},[203,20827,20829],{"id":20828},"confirm-the-offboarding","Confirm the offboarding",[135,20831,20832,20833,20836],{},"Record the ",[144,20834,20835],{},"last working day"," (required), a reason category, optional context, vacation payout days, and knowledge-transfer notes. Confirm to archive.",[135,20838,20839,20840,20843,20844,20847,20848,20850],{},"After archiving, the member's row shows ",[144,20841,20842],{},"Offboarded",". Tick ",[144,20845,20846],{},"Include offboarded"," in the team directory to see them; their panel shows the offboarding record — who archived them, when, why — with a ",[144,20849,20768],{}," action.",[530,20852,20853],{},[135,20854,20855],{},"Reassignment moves real client bookings. Pick the notify option deliberately — \"notify no one\" leaves clients expecting a provider who won't be there.",[149,20857,325],{"id":324},[203,20859,20861],{"id":20860},"does-suspending-someone-cancel-their-appointments","Does suspending someone cancel their appointments?",[135,20863,20864],{},"No. Suspension only locks their login. Their appointments stay on the calendar — if they'll actually be gone, reassign or reschedule those separately, or archive instead.",[203,20866,20868],{"id":20867},"why-cant-i-archive-the-owner","Why can't I archive the owner?",[135,20870,20871],{},"The owner and the last remaining active admin are protected so a workspace can never lock itself out. Transfer ownership or promote another admin first.",[203,20873,20875],{"id":20874},"what-happens-to-their-historical-sales-and-timesheets","What happens to their historical sales and timesheets?",[135,20877,20878],{},"Nothing — history is preserved. Archiving affects access and future scheduling, not past records, so reports and payroll stay accurate.",{"title":363,"searchDepth":22,"depth":22,"links":20880},[20881,20882,20888],{"id":20708,"depth":22,"text":20709},{"id":20777,"depth":22,"text":20778,"children":20883},[20884,20885,20886,20887],{"id":20783,"depth":32,"text":20784},{"id":20796,"depth":32,"text":20797},{"id":20815,"depth":32,"text":20816},{"id":20828,"depth":32,"text":20829},{"id":324,"depth":22,"text":325,"children":20889},[20890,20891,20892],{"id":20860,"depth":32,"text":20861},{"id":20867,"depth":32,"text":20868},{"id":20874,"depth":32,"text":20875},"Lock a team member's access, or archive them for good with the offboarding wizard that reassigns their future appointments first.","i-lucide-log-out",[20896,20897,20898,20899,20900,20901],"remove staff member","suspend staff access","offboard employee","archive team member","reassign appointments leaving staff","reinstate employee",{},"\u002Fhelp\u002Fteam\u002Fsuspend-archive-or-offboard-a-team-member",[8177,14064,915],{"title":20687,"description":20893},"help\u002Fteam\u002Fsuspend-archive-or-offboard-a-team-member","RPCPXlkirWkQ9JwxC9Dp0o18tvJvfK7p54AvhbWGCtY",{"id":20909,"title":20910,"audience":7,"body":20911,"category":43,"description":21073,"draft":387,"extension":388,"icon":21074,"keywords":21075,"meta":21082,"navigation":398,"order":21083,"path":19741,"related":12410,"seo":21084,"stem":21085,"updatedAt":403,"__hash__":21086},"help\u002Fhelp\u002Fclients\u002Fdelete-a-client.md","Delete a client (GDPR erasure)",{"type":132,"value":20912,"toc":21059},[20913,20920,20924,20951,20960,20963,20967,20970,21026,21029,21033,21036,21038,21042,21045,21049,21052,21056],[135,20914,20915,20916,20919],{},"A client with no appointment history can be deleted outright from their profile. A client ",[4543,20917,20918],{},"with"," history can't be — their clinical and financial records carry legal retention duties — so an erasure request on a real client means scrubbing identity while restricting retained records, not wiping the row.",[149,20921,20923],{"id":20922},"can-i-just-delete-the-client","Can I just delete the client?",[200,20925,20926,20930,20933,20937,20940,20944],{},[203,20927,20929],{"id":20928},"open-the-client-and-choose-delete","Open the client and choose Delete",[135,20931,20932],{},"From the profile panel's header actions. You need the delete-clients permission.",[203,20934,20936],{"id":20935},"confirm-the-name","Confirm the name",[135,20938,20939],{},"Deleting is permanent — the confirmation shows exactly who you're removing.",[203,20941,20943],{"id":20942},"done-or-told-why-not","Done — or told why not",[135,20945,20946,20947,20950],{},"If the client has appointment history, Owneli refuses with: ",[4543,20948,20949],{},"\"This client has appointment history and cannot be deleted. Merge or archive instead.\""," That refusal is deliberate, not a bug.",[1334,20952,20953],{},[135,20954,20955,20956,20959],{},"Deletion can't be undone. For duplicates, ",[221,20957,20958],{"href":1540},"merge"," instead — merging keeps the history on the surviving record.",[135,20961,20962],{},"Every deletion is written to the audit trail as a critical event, including who the client was.",[149,20964,20966],{"id":20965},"what-happens-on-a-gdpr-erasure-request","What happens on a GDPR erasure request?",[135,20968,20969],{},"When a client with real history exercises their right to erasure, wiping everything would itself be unlawful — treatment records, consents, and financial records have retention obligations. Owneli's model:",[157,20971,20972,20981],{},[160,20973,20974],{},[163,20975,20976,20979],{},[166,20977,20978],{},"Data",[166,20980,2154],{},[173,20982,20983,20993,21006,21016],{},[163,20984,20985,20990],{},[178,20986,20987],{},[144,20988,20989],{},"Identity and contact details",[178,20991,20992],{},"Scrubbed",[163,20994,20995,21000],{},[178,20996,20997],{},[144,20998,20999],{},"Treatment records, consents",[178,21001,21002,21005],{},[144,21003,21004],{},"Archived and restricted"," — retained for the legal period, but ordinary screens refuse to show them",[163,21007,21008,21013],{},[178,21009,21010],{},[144,21011,21012],{},"Operational leftovers",[178,21014,21015],{},"Deleted",[163,21017,21018,21023],{},[178,21019,21020],{},[144,21021,21022],{},"Financial\u002Faudit skeleton",[178,21024,21025],{},"Kept, as required",[135,21027,21028],{},"An erased client's restricted records answer with \"these records have been restricted following an erasure request\" — honestly acknowledging they exist without serving them. Scheduling and financial skeletons stay visible where the law requires them; the clinical free text does not.",[149,21030,21032],{"id":21031},"exporting-the-clients-data-first","Exporting the client's data first",[135,21034,21035],{},"GDPR also gives clients the right to a copy of their data (Article 15). Owneli can assemble everything the business holds about a client into a single downloadable archive, and logs the export in the audit trail.",[149,21037,325],{"id":324},[203,21039,21041],{"id":21040},"why-is-the-delete-option-failing-for-me-even-though-i-can-see-it","Why is the Delete option failing for me even though I can see it?",[135,21043,21044],{},"Deleting is doubly gated: your role needs the delete capability, and the database additionally restricts deletion to admins and owners. If the delete is refused with a permission error, ask an admin to run it.",[203,21046,21048],{"id":21047},"the-client-asked-to-be-deleted-what-should-i-actually-do","The client asked to \"be deleted\" — what should I actually do?",[135,21050,21051],{},"If they have no history, delete. If they do, treat it as an erasure request: their identity is removed from everyday use while legally-retained records are locked away. Explain that some records must be kept for the statutory period.",[203,21053,21055],{"id":21054},"is-archiving-the-same-as-deleting","Is archiving the same as deleting?",[135,21057,21058],{},"No. A merge or archive keeps history intact under a surviving record; deletion and erasure remove the person from operational use. When in doubt, prefer the reversible option.",{"title":363,"searchDepth":22,"depth":22,"links":21060},[21061,21066,21067,21068],{"id":20922,"depth":22,"text":20923,"children":21062},[21063,21064,21065],{"id":20928,"depth":32,"text":20929},{"id":20935,"depth":32,"text":20936},{"id":20942,"depth":32,"text":20943},{"id":20965,"depth":22,"text":20966},{"id":21031,"depth":22,"text":21032},{"id":324,"depth":22,"text":325,"children":21069},[21070,21071,21072],{"id":21040,"depth":32,"text":21041},{"id":21047,"depth":32,"text":21048},{"id":21054,"depth":32,"text":21055},"When you can delete a client outright, why records with appointment history are handled differently, and what erasure keeps and why.","i-lucide-user-x",[21076,21077,21078,21079,21080,21081],"delete a client","gdpr right to be forgotten","erase client data","client asked to delete their data","can't delete client","export client data gdpr",{},65,{"title":20910,"description":21073},"help\u002Fclients\u002Fdelete-a-client","DBIwHtLV_P-9GU_iv4kUHJNhiAjzPrgjzI2BBnDIUP8",{"id":21088,"title":554,"audience":109,"body":21089,"category":114,"description":21219,"draft":387,"extension":388,"icon":7965,"keywords":21220,"meta":21226,"navigation":398,"order":21227,"path":553,"related":21228,"seo":21229,"stem":21230,"updatedAt":403,"__hash__":21231},"help\u002Fhelp\u002Fbook-online\u002Fadd-or-update-your-card.md",{"type":132,"value":21090,"toc":21205},[21091,21094,21098,21117,21121,21124,21161,21169,21173,21182,21184,21188,21191,21195,21198,21202],[135,21092,21093],{},"Some venues ask for a card on file before confirming a booking — usually as security against no-shows, not to charge you now. Instead of taking your number over the phone, they send a secure link where you enter the card yourself; the venue never sees the number.",[149,21095,21097],{"id":21096},"how-does-the-card-link-work","How does the card link work?",[200,21099,21100,21104,21107,21109,21112,21114],{},[203,21101,21103],{"id":21102},"open-the-link","Open the link",[135,21105,21106],{},"It's addressed to you, shows the venue's name, and needs no password or account.",[203,21108,19110],{"id":19109},[135,21110,21111],{},"The form is provided by the payment processor (Stripe). Your number goes directly to them — staff have no screen where they could type it for you. That's deliberate.",[203,21113,468],{"id":467},[135,21115,21116],{},"The page confirms your card is saved. The venue sees only the card brand, last four digits, and expiry.",[149,21118,21120],{"id":21119},"what-can-the-saved-card-be-charged-for","What can the saved card be charged for?",[135,21122,21123],{},"Only what the venue disclosed to you:",[157,21125,21126,21136],{},[160,21127,21128],{},[163,21129,21130,21133],{},[166,21131,21132],{},"Charge",[166,21134,21135],{},"When it can happen",[173,21137,21138,21146,21153],{},[163,21139,21140,21143],{},[178,21141,21142],{},"Late-cancellation or no-show fee",[178,21144,21145],{},"Under the policy shown when you booked",[163,21147,21148,21150],{},[178,21149,9717],{},[178,21151,21152],{},"If one was part of confirming your booking",[163,21154,21155,21158],{},[178,21156,21157],{},"Membership renewal",[178,21159,21160],{},"If you signed up for a recurring plan",[530,21162,21163],{},[135,21164,21165,21166,21168],{},"Those terms appear on the booking screen ",[144,21167,463],{}," you confirm — that's the moment to read them and ask questions.",[149,21170,21172],{"id":21171},"how-do-i-remove-or-change-the-card-later","How do I remove or change the card later?",[135,21174,21175,21176,21178,21179,21181],{},"If the venue offers a client account, sign in and open ",[144,21177,1499],{}," to see, add, or remove saved cards — a removed card is detached at the payment processor and can't be charged again. See ",[221,21180,17621],{"href":17620},". No account? Ask the venue to send a fresh card link.",[149,21183,325],{"id":324},[203,21185,21187],{"id":21186},"can-i-just-read-my-card-number-over-the-phone-instead","Can I just read my card number over the phone instead?",[135,21189,21190],{},"Not through this software — staff have nowhere to enter it. The link is the only path, and it's the safer one.",[203,21192,21194],{"id":21193},"will-i-be-charged-when-i-save-my-card","Will I be charged when I save my card?",[135,21196,21197],{},"No. Saving a card stores it; charges only happen under the disclosed terms above. If a deposit is due, that's shown as a payment, not a card save.",[203,21199,21201],{"id":21200},"the-link-says-expired-or-already-used-now-what","The link says expired or already used — now what?",[135,21203,21204],{},"Card links are single-purpose. Ask the venue for a new one.",{"title":363,"searchDepth":22,"depth":22,"links":21206},[21207,21212,21213,21214],{"id":21096,"depth":22,"text":21097,"children":21208},[21209,21210,21211],{"id":21102,"depth":32,"text":21103},{"id":19109,"depth":32,"text":19110},{"id":467,"depth":32,"text":468},{"id":21119,"depth":22,"text":21120},{"id":21171,"depth":22,"text":21172},{"id":324,"depth":22,"text":325,"children":21215},[21216,21217,21218],{"id":21186,"depth":32,"text":21187},{"id":21193,"depth":32,"text":21194},{"id":21200,"depth":32,"text":21201},"What the card-on-file request from your salon means, why staff can never type your number for you, and what a saved card can be charged for.",[21221,21222,21223,21224,21225],"salon asking for my card","card on file to book","is saving my card safe","card request link","no-show fee card",{},70,[518,17620],{"title":554,"description":21219},"help\u002Fbook-online\u002Fadd-or-update-your-card","1RRv_zJjFLokeaOY--_GJZBnmLKnAcSSFg9xOMWgEEo",{"id":21233,"title":21234,"audience":7,"body":21235,"category":23,"description":21403,"draft":387,"extension":388,"icon":21404,"keywords":21405,"meta":21411,"navigation":398,"order":21227,"path":21412,"related":21413,"seo":21414,"stem":21415,"updatedAt":403,"__hash__":21416},"help\u002Fhelp\u002Fcalendar\u002Fdrag-resize-and-rebook-from-the-grid.md","Drag, resize, and rebook straight from the grid",{"type":132,"value":21236,"toc":21384},[21237,21244,21248,21291,21296,21300,21307,21311,21319,21345,21350,21352,21356,21359,21363,21368,21372,21375,21379],[135,21238,21239,21240,21243],{},"The fastest edits happen on the grid itself: drag a block to move it, pull its bottom edge to change its duration, and use ",[144,21241,21242],{},"Rebook client"," to put someone's next visit on any open slot with their details carried along. Everything snaps to 15 minutes.",[149,21245,21247],{"id":21246},"how-do-i-move-an-appointment-by-dragging","How do I move an appointment by dragging?",[200,21249,21250,21252,21255,21259,21278,21282],{},[203,21251,9498],{"id":9497},[135,21253,21254],{},"Drag it to a new time — or into another team member's column to change provider. Only scheduled and confirmed appointments can be dragged.",[203,21256,21258],{"id":21257},"read-the-confirmation","Read the confirmation",[135,21260,21261,21262,21265,21266,21269,21270,21273,21274,21277],{},"Nothing moves until you confirm. The ",[144,21263,21264],{},"New time"," dialog shows the new date and range, a green ",[144,21267,21268],{},"Slot is available"," (or an amber warning that the slot already has a booking), a ",[144,21271,21272],{},"What moves"," list when the visit has several services, and a ",[144,21275,21276],{},"Notify {name} about reschedule"," checkbox.",[203,21279,21281],{"id":21280},"update","Update",[135,21283,209,21284,21286,21287,21290],{},[144,21285,21281],{},". If the target is outside working hours, an extra checkbox — ",[144,21288,21289],{},"Schedule outside working hours"," — must be ticked first; that's how you deliberately place the 7am regular.",[135,21292,9519,21293,21295],{},[144,21294,9522],{}," appears in the confirmation toast — one click puts the appointment back where it was, without notifying anyone. If the original slot has been taken in the meantime, the undo tells you.",[149,21297,21299],{"id":21298},"resize-to-change-duration","Resize to change duration",[135,21301,21302,21303,21306],{},"Pull the handle at the bottom edge of a block to lengthen or shorten the visit. Resizes apply immediately — no dialog, no client notification, because the start time didn't move. If the new length runs past the provider's shift you're warned and can ",[144,21304,21305],{},"Resize anyway","; if it would overlap the next booking, it's refused.",[149,21308,21310],{"id":21309},"rebook-a-client-from-a-past-visit","Rebook a client from a past visit",[135,21312,21313,21315,21316,21318],{},[144,21314,21242],{}," in the appointment's ",[144,21317,19874],{}," menu is the \"book their next one\" shortcut:",[200,21320,21321,21325,21331,21335,21338,21342],{},[203,21322,21324],{"id":21323},"choose-rebook-client","Choose Rebook client",[135,21326,21327,21328,212],{},"Open any of the client's appointments and pick ",[144,21329,21330],{},"⋮ → Rebook client",[203,21332,21334],{"id":21333},"pick-a-slot","Pick a slot",[135,21336,21337],{},"The calendar switches to today's day view with a banner — \"Pick a slot to rebook {name} — click any open time on any provider.\" Navigate to any date you like.",[203,21339,21341],{"id":21340},"confirm-the-booking","Confirm the booking",[135,21343,21344],{},"Clicking an open slot opens the booking panel prefilled with the client and service. The provider is whoever's column you clicked, so rebooking with someone new is just clicking their column.",[276,21346,21347],{},[135,21348,21349],{},"Started a booking and clicked away? A drafted booking with real content asks before it's discarded — a stray click can't silently throw away the visit you were building.",[149,21351,325],{"id":324},[203,21353,21355],{"id":21354},"why-wont-a-block-drag","Why won't a block drag?",[135,21357,21358],{},"Completed, cancelled and no-show appointments are fixed. Blocks in a resource (room) column are read-only too — drag the block in the provider's column instead. Multi-provider visits drag per reassigned service line, not as a whole.",[203,21360,21362],{"id":21361},"does-dragging-charge-or-refund-anything","Does dragging charge or refund anything?",[135,21364,21365,21366,212],{},"No. Moving an appointment never touches deposits or fees — those only come into play on cancellation or no-show. See ",[221,21367,9467],{"href":915},[203,21369,21371],{"id":21370},"is-the-client-told-when-i-resize","Is the client told when I resize?",[135,21373,21374],{},"No — only a change to the start time offers a notification. Duration-only changes are silent, though reminders re-arm automatically.",[203,21376,21378],{"id":21377},"can-i-drag-an-appointment-onto-a-slot-thats-already-booked","Can I drag an appointment onto a slot that's already booked?",[135,21380,21381,21382,212],{},"Only if your business allows double-booking; the dialog warns you first. Otherwise the move is refused. See ",[221,21383,8587],{"href":8586},{"title":363,"searchDepth":22,"depth":22,"links":21385},[21386,21391,21392,21397],{"id":21246,"depth":22,"text":21247,"children":21387},[21388,21389,21390],{"id":9497,"depth":32,"text":9498},{"id":21257,"depth":32,"text":21258},{"id":21280,"depth":32,"text":21281},{"id":21298,"depth":22,"text":21299},{"id":21309,"depth":22,"text":21310,"children":21393},[21394,21395,21396],{"id":21323,"depth":32,"text":21324},{"id":21333,"depth":32,"text":21334},{"id":21340,"depth":32,"text":21341},{"id":324,"depth":22,"text":325,"children":21398},[21399,21400,21401,21402],{"id":21354,"depth":32,"text":21355},{"id":21361,"depth":32,"text":21362},{"id":21370,"depth":32,"text":21371},{"id":21377,"depth":32,"text":21378},"Move an appointment by dragging, change its duration with the resize handle, undo a move, and rebook a client onto any open slot.","i-lucide-move",[21406,21407,21408,21409,21410],"drag appointment to new time","make appointment longer calendar","undo appointment move","rebook client next appointment","resize appointment duration",{},"\u002Fhelp\u002Fcalendar\u002Fdrag-resize-and-rebook-from-the-grid",[915,912,8586],{"title":21234,"description":21403},"help\u002Fcalendar\u002Fdrag-resize-and-rebook-from-the-grid","KWojNZUHUxMz4ouRggVSCING_eMq6FyFX1ravKGfquw",{"id":21418,"title":21419,"audience":7,"body":21420,"category":33,"description":21668,"draft":387,"extension":388,"icon":21669,"keywords":21670,"meta":21677,"navigation":398,"order":21227,"path":21678,"related":21679,"seo":21680,"stem":21681,"updatedAt":403,"__hash__":21682},"help\u002Fhelp\u002Fcheckout\u002Fredeem-gift-cards-packages-and-memberships.md","Redeem a gift card, package, or membership at checkout",{"type":132,"value":21421,"toc":21651},[21422,21434,21438,21505,21508,21512,21549,21552,21562,21566,21574,21581,21585,21594,21598,21615,21617,21621,21628,21632,21635,21639,21642,21646],[135,21423,21424,21425,1295,21427,1295,21429,5658,21431,21433],{},"Stored value shows up as tenders on the payment step: ",[144,21426,1064],{},[144,21428,1084],{},[144,21430,1094],{},[144,21432,1074],{},". Pick one like any other payment method — Owneli shows what it covers and leaves any remainder on the sale for the next tender.",[149,21435,21437],{"id":21436},"which-stored-value-tender-do-i-use","Which stored-value tender do I use?",[157,21439,21440,21452],{},[160,21441,21442],{},[163,21443,21444,21446,21449],{},[166,21445,1012],{},[166,21447,21448],{},"What it spends",[166,21450,21451],{},"Appears when",[173,21453,21454,21469,21481,21493],{},[163,21455,21456,21460,21463],{},[178,21457,21458],{},[144,21459,1064],{},[178,21461,21462],{},"The balance on a card, by code",[178,21464,21465,21466,21468],{},"Always offered — except on a sale that ",[4543,21467,1115],{}," a gift card",[163,21470,21471,21475,21478],{},[178,21472,21473],{},[144,21474,1084],{},[178,21476,21477],{},"A prepaid session from a client package",[178,21479,21480],{},"The client has an active package covering a service or product on this sale",[163,21482,21483,21487,21490],{},[178,21484,21485],{},[144,21486,1094],{},[178,21488,21489],{},"An included session from a service-credit membership",[178,21491,21492],{},"The client's membership includes a matching service",[163,21494,21495,21499,21502],{},[178,21496,21497],{},[144,21498,1074],{},[178,21500,21501],{},"Dollars in an account-balance membership wallet",[178,21503,21504],{},"The wallet has funds",[135,21506,21507],{},"Package, membership and membership-balance tenders need a client attached — that's whose entitlements they are.",[149,21509,21511],{"id":21510},"redeem-a-gift-card","Redeem a gift card",[200,21513,21514,21518,21523,21527,21542,21546],{},[203,21515,21517],{"id":21516},"choose-gift-card","Choose Gift card",[135,21519,21520,21521,212],{},"On the payment step, pick ",[144,21522,1064],{},[203,21524,21526],{"id":21525},"enter-the-code","Enter the code",[135,21528,21529,21530,21533,21534,21537,21538,21541],{},"Type the 12-character code into ",[144,21531,21532],{},"Gift card code"," (dashes optional). The balance appears with either a ",[144,21535,21536],{},"Covers it"," badge or the ",[144,21539,21540],{},"Still owed"," amount.",[203,21543,21545],{"id":21544},"charge-it","Charge it",[135,21547,21548],{},"The card is applied up to its balance. Anything left stays on the sale — collect it with the next method.",[135,21550,21551],{},"Common refusals, straight from the till: card not found, card expired or inactive, not valid at this location, or \"Gift card only has $X — apply that and split the rest.\"",[530,21553,21554],{},[135,21555,21556,21557,1116,21559,21561],{},"A sale that ",[144,21558,1115],{},[144,21560,1119],{}," one — redeeming one card to buy another would move balance with no audit trail, so the tender disappears from the list.",[149,21563,21565],{"id":21564},"redeem-a-package-or-membership-session","Redeem a package or membership session",[135,21567,21568,21569,7160,21571,21573],{},"Pick the ",[144,21570,1084],{},[144,21572,1094],{}," tender; if the client has more than one eligible benefit, a picker shows which service each covers. The redemption covers the matching service line — the priciest eligible one first — and debits a session from the client's balance. The tile shows sessions remaining, e.g. \"3 sessions left\".",[135,21575,21576,21577,21580],{},"Buying a package and its first session in the same sale? The cart offers to cover the eligible service on the spot — accept and the line shows a ",[144,21578,21579],{},"Package benefit · $0"," pill.",[149,21582,21584],{"id":21583},"tips-ride-separately","Tips ride separately",[135,21586,21587,21588,21591,21592,212],{},"Package, membership and membership-balance are ",[144,21589,21590],{},"credit tenders",": they cover the bill, never the gratuity. A tip on a fully-redeemed visit stays as its own line and is settled by a following card or cash tender — so a package client can still tip. See ",[221,21593,5995],{"href":1199},[149,21595,21597],{"id":21596},"on-the-receipt","On the receipt",[135,21599,21600,21601,21603,21604,21607,21608,1295,21610,270,21612,21614],{},"Each redemption prints as a payment row — ",[144,21602,1064],{}," (with ",[144,21605,21606],{},"Gift card balance remaining","), ",[144,21609,1084],{},[144,21611,1094],{},[144,21613,1074],{}," — so the client sees exactly what was drawn from where.",[149,21616,325],{"id":324},[203,21618,21620],{"id":21619},"the-gift-card-doesnt-cover-the-whole-sale-what-now","The gift card doesn't cover the whole sale — what now?",[135,21622,21623,21624,212],{},"Apply it anyway. The card's full balance comes off, the rest stays owing, and you pick the next tender immediately. See ",[221,21625,21627],{"href":21626},"\u002Fhelp\u002Fcheckout\u002Fsplit-and-partial-payments","splitting a sale",[203,21629,21631],{"id":21630},"why-isnt-the-package-tender-showing","Why isn't the Package tender showing?",[135,21633,21634],{},"Either no client is attached, the package isn't active (expired or used up), nothing on the sale matches what the package covers, or the package isn't valid at this location.",[203,21636,21638],{"id":21637},"can-a-client-use-someone-elses-package-or-membership","Can a client use someone else's package or membership?",[135,21640,21641],{},"No — entitlements belong to the client on the sale, and the till refuses a package or membership that belongs to a different client. Gift cards, by contrast, are bearer instruments: whoever has the code can spend it.",[203,21643,21645],{"id":21644},"what-happens-to-a-redeemed-session-if-the-sale-is-refunded","What happens to a redeemed session if the sale is refunded?",[135,21647,21648,21649,212],{},"Refunding the payment returns the session or credit to the client. See ",[221,21650,12938],{"href":1200},{"title":363,"searchDepth":22,"depth":22,"links":21652},[21653,21654,21659,21660,21661,21662],{"id":21436,"depth":22,"text":21437},{"id":21510,"depth":22,"text":21511,"children":21655},[21656,21657,21658],{"id":21516,"depth":32,"text":21517},{"id":21525,"depth":32,"text":21526},{"id":21544,"depth":32,"text":21545},{"id":21564,"depth":22,"text":21565},{"id":21583,"depth":22,"text":21584},{"id":21596,"depth":22,"text":21597},{"id":324,"depth":22,"text":325,"children":21663},[21664,21665,21666,21667],{"id":21619,"depth":32,"text":21620},{"id":21630,"depth":32,"text":21631},{"id":21637,"depth":32,"text":21638},{"id":21644,"depth":32,"text":21645},"Pay a sale with a gift card code, a prepaid package session, membership credit, or a membership balance — and see what each can't cover.","i-lucide-wallet-cards",[21671,21672,21673,21674,21675,21676],"redeem gift card at checkout","use package session to pay","membership credit at pos","gift card balance not enough","pay with membership balance","tip on package redemption",{},"\u002Fhelp\u002Fcheckout\u002Fredeem-gift-cards-packages-and-memberships",[1197,1201,3043,3041],{"title":21419,"description":21668},"help\u002Fcheckout\u002Fredeem-gift-cards-packages-and-memberships","dTiuhnKv3n2gIrxlvNVF2ipsST9W16CAAVmsjroqoqk",{"id":21684,"title":17479,"audience":7,"body":21685,"category":43,"description":21798,"draft":387,"extension":388,"icon":21799,"keywords":21800,"meta":21807,"navigation":398,"order":21227,"path":17478,"related":12410,"seo":21808,"stem":21809,"updatedAt":403,"__hash__":21810},"help\u002Fhelp\u002Fclients\u002Fbuild-an-email-with-the-ai-helper.md",{"type":132,"value":21686,"toc":21783},[21687,21690,21694,21741,21745,21755,21760,21762,21766,21769,21773,21776,21780],[135,21688,21689],{},"Instead of assembling a template block by block, describe what you want — \"a warm follow-up for first-time facial clients with an aftercare reminder\" — and the AI helper drafts it while you watch. Nothing is sent or published by the AI; you review, refine, and save.",[149,21691,21693],{"id":21692},"how-does-the-ai-email-builder-work","How does the AI email builder work?",[200,21695,21696,21700,21709,21713,21716,21720,21723,21727,21730,21734],{},[203,21697,21699],{"id":21698},"open-the-helper","Open the helper",[135,21701,9149,21702,21704,21705,21708],{},[144,21703,9986],{},", choose the AI-assisted option (it lives at ",[139,21706,21707],{},"\u002Femails\u002Fagent",").",[203,21710,21712],{"id":21711},"describe-the-email","Describe the email",[135,21714,21715],{},"Type what you need in the chat: purpose, tone, what it must mention. The assistant thinks out loud and builds a draft.",[203,21717,21719],{"id":21718},"watch-the-preview","Watch the preview",[135,21721,21722],{},"The draft renders beside the conversation as a real email preview, using your business's email styling.",[203,21724,21726],{"id":21725},"refine-in-conversation","Refine in conversation",[135,21728,21729],{},"\"Shorter\", \"mention the 24-hour cancellation policy\", \"friendlier opening\" — each reply updates the draft.",[203,21731,21733],{"id":21732},"save-as-a-template","Save as a template",[135,21735,21736,21737,21740],{},"When it's right, save it. It becomes an ordinary ",[221,21738,21739],{"href":10221},"email template"," — editable, sendable, and yours.",[149,21742,21744],{"id":21743},"the-form-helper-works-the-same-way","The form helper works the same way",[135,21746,21747,21748,21751,21752,212],{},"The same conversational flow exists for building form templates — describe the intake or consent form you need and review the drafted fields. The result saves as a normal ",[221,21749,21750],{"href":8435},"form template",". There's also a matching helper for drafting ",[221,21753,21754],{"href":17531},"workplace policies",[530,21756,21757],{},[135,21758,21759],{},"The AI drafts; you're the author. Read the whole draft before saving — especially anything that states policy, prices, or medical guidance. A confident-sounding wrong sentence is still wrong.",[149,21761,325],{"id":324},[203,21763,21765],{"id":21764},"why-dont-i-see-the-ai-option","Why don't I see the AI option?",[135,21767,21768],{},"The AI assistant is a feature your business enables in its settings. If it's off — or your role doesn't include it — the option doesn't appear. Ask an admin.",[203,21770,21772],{"id":21771},"does-the-ai-send-anything-to-clients","Does the AI send anything to clients?",[135,21774,21775],{},"No. It only produces drafts. Sending is always a separate, human action through the normal sending flows.",[203,21777,21779],{"id":21778},"can-it-edit-an-existing-template","Can it edit an existing template?",[135,21781,21782],{},"Start a conversation describing the change you want and save the result as a template. For small tweaks, the ordinary template editor is faster.",{"title":363,"searchDepth":22,"depth":22,"links":21784},[21785,21792,21793],{"id":21692,"depth":22,"text":21693,"children":21786},[21787,21788,21789,21790,21791],{"id":21698,"depth":32,"text":21699},{"id":21711,"depth":32,"text":21712},{"id":21718,"depth":32,"text":21719},{"id":21725,"depth":32,"text":21726},{"id":21732,"depth":32,"text":21733},{"id":21743,"depth":22,"text":21744},{"id":324,"depth":22,"text":325,"children":21794},[21795,21796,21797],{"id":21764,"depth":32,"text":21765},{"id":21771,"depth":32,"text":21772},{"id":21778,"depth":32,"text":21779},"Describe the email template or intake form you need in plain language and let the AI assistant draft it, then review and save it yourself.","i-lucide-sparkles",[21801,21802,21803,21804,21805,21806],"ai email builder","generate email template","ai form builder","create intake form with ai","ai assistant draft","ai helper not available",{},{"title":17479,"description":21798},"help\u002Fclients\u002Fbuild-an-email-with-the-ai-helper","185pnpaUgLLc_S9EjeXCfEZJTRhlh3LZQ70jCdX3Fgk",{"id":21812,"title":21813,"audience":7,"body":21814,"category":13,"description":21907,"draft":387,"extension":388,"icon":15251,"keywords":21908,"meta":21915,"navigation":398,"order":21227,"path":21916,"related":21917,"seo":21918,"stem":21919,"updatedAt":403,"__hash__":21920},"help\u002Fhelp\u002Fgetting-started\u002Fswitch-between-locations.md","Switch between locations",{"type":132,"value":21815,"toc":21897},[21816,21819,21823,21826,21828,21834,21840,21844,21847,21861,21864,21869,21871,21875,21881,21885,21888,21892],[135,21817,21818],{},"Click the location pill in the top bar and pick a site — most screens then show that location's data, and the choice is remembered on your device. Single-location businesses see a plain label, not a picker.",[149,21820,21822],{"id":21821},"how-do-i-change-which-location-im-viewing","How do I change which location I'm viewing?",[135,21824,21825],{},"Click the pill and pick a location. Your choice sticks across sessions, so you don't re-pick every morning. Your primary location is marked in the list, and you only see locations you've been given access to.",[149,21827,14904],{"id":14903},[135,21829,21830,21831,21833],{},"Admins and managers get an extra ",[144,21832,14904],{}," option that rolls every site into one view — useful on reports and lists when you want business-wide numbers.",[135,21835,1923,21836,21839],{},[144,21837,21838],{},"Calendar is always single-location",": a day grid blending two sites' columns would be unreadable, so the calendar has no All-locations option. Switching locations there switches the whole grid.",[149,21841,21843],{"id":21842},"what-is-location-scoped-vs-shared","What is location-scoped vs shared",[135,21845,21846],{},"Not everything filters by location, and that's deliberate:",[716,21848,21849,21855],{},[719,21850,21851,21854],{},[144,21852,21853],{},"Location-scoped:"," appointments and the calendar, sales and the cash drawer, stock levels, shifts.",[719,21856,21857,21860],{},[144,21858,21859],{},"Shared across the business (org-global):"," clients, form templates, email templates, policies, services and products (the catalog), your team.",[135,21862,21863],{},"Clients belong to the business, not to a site — a client who books at both locations is one record. The client directory shows everyone by default; use its own location filter when you specifically want \"who books here\".",[276,21865,21866],{},[135,21867,21868],{},"If a number on a report looks wrong, check the location pill first. \"Missing\" sales are very often just sales at the other site.",[149,21870,325],{"id":324},[203,21872,21874],{"id":21873},"why-cant-i-pick-all-locations-on-the-calendar","Why can't I pick \"All locations\" on the calendar?",[135,21876,21877,21878,21880],{},"The calendar is deliberately single-location — blending two sites' provider columns into one day grid would be unreadable. Switch sites instead; every other rollup-capable screen keeps the ",[144,21879,14904],{}," option.",[203,21882,21884],{"id":21883},"why-dont-i-see-the-location-switcher-at-all","Why don't I see the location switcher at all?",[135,21886,21887],{},"Either your business has a single location, or your account has access to only one. Ask an admin to grant you the other sites if you work across them.",[203,21889,21891],{"id":21890},"do-clients-belong-to-a-location","Do clients belong to a location?",[135,21893,21894,21895,212],{},"No — clients are shared across the whole business. The client directory shows everyone by default, with an optional location filter. See ",[221,21896,5102],{"href":5285},{"title":363,"searchDepth":22,"depth":22,"links":21898},[21899,21900,21901,21902],{"id":21821,"depth":22,"text":21822},{"id":14903,"depth":22,"text":14904},{"id":21842,"depth":22,"text":21843},{"id":324,"depth":22,"text":325,"children":21903},[21904,21905,21906],{"id":21873,"depth":32,"text":21874},{"id":21883,"depth":32,"text":21884},{"id":21890,"depth":32,"text":21891},"Use the location switcher in the top bar to change which site you're viewing, and learn what is per-location versus shared across the business.",[21909,21910,21911,21912,21913,21914],"switch location","change branch","all locations view","multi location salon","location filter","sales missing from report",{},"\u002Fhelp\u002Fgetting-started\u002Fswitch-between-locations",[15254,1540],{"title":21813,"description":21907},"help\u002Fgetting-started\u002Fswitch-between-locations","tzbPLzhkkdIY28Rz_PhWYJ9KMyOZ1AQHTENWoIs1TcQ",{"id":21922,"title":21923,"audience":7,"body":21924,"category":83,"description":22109,"draft":387,"extension":388,"icon":21799,"keywords":22110,"meta":22116,"navigation":398,"order":21227,"path":22117,"related":22118,"seo":22119,"stem":22120,"updatedAt":403,"__hash__":22121},"help\u002Fhelp\u002Fgrowth\u002Fmeet-sage-your-ai-assistant.md","Meet Sage, your AI assistant",{"type":132,"value":21925,"toc":22099},[21926,21929,21936,21940,22002,22005,22008,22012,22015,22051,22058,22062,22076,22078,22082,22085,22089,22092,22096],[135,21927,21928],{},"Sage is the AI concierge built into Owneli. It answers questions from your live business data, explains how the app works, takes you to the right screen, and drafts emails, forms, policies, and campaigns for you to review. It prepares; a human performs every consequential action.",[135,21930,21931,21932,21935],{},"Sage is available to ",[144,21933,21934],{},"admins and owners"," (v1), and only when the AI assistant is enabled for your workspace. When available, its panel opens from the main app chrome on any page.",[149,21937,21939],{"id":21938},"what-can-sage-actually-do","What can Sage actually do?",[157,21941,21942,21951],{},[160,21943,21944],{},[163,21945,21946,21949],{},[166,21947,21948],{},"Job",[166,21950,18516],{},[173,21952,21953,21963,21973,21983,21993],{},[163,21954,21955,21960],{},[178,21956,21957],{},[144,21958,21959],{},"Find",[178,21961,21962],{},"\"Find Jordan Hayes\", \"what's on Nicole's schedule tomorrow?\", \"how much is the hydrafacial?\"",[163,21964,21965,21970],{},[178,21966,21967],{},[144,21968,21969],{},"Answer",[178,21971,21972],{},"\"How did revenue look last week?\", \"what's our cancellation policy?\", \"how are deposits configured?\"",[163,21974,21975,21980],{},[178,21976,21977],{},[144,21978,21979],{},"Explain",[178,21981,21982],{},"\"How do I add a service?\" — grounded in the product's own help content",[163,21984,21985,21990],{},[178,21986,21987],{},[144,21988,21989],{},"Go",[178,21991,21992],{},"\"Take me to gift cards\" — replies with a validated, tappable link",[163,21994,21995,21999],{},[178,21996,21997],{},[144,21998,6329],{},[178,22000,22001],{},"An email template, a form, a policy, or a marketing campaign — always as a draft you edit and publish yourself",[135,22003,22004],{},"You can also drop a PDF or image into the chat — Sage reads it, summarises, or extracts fields.",[135,22006,22007],{},"Answers about money, dates, and names come from real lookups against your data, scoped to what you're allowed to see. If a lookup returns nothing, Sage says so instead of inventing a number.",[149,22009,22011],{"id":22010},"what-sage-will-never-do","What Sage will never do",[135,22013,22014],{},"These are structural limits — no tool exists for them, regardless of who asks:",[716,22016,22017,22023,22033,22039,22045],{},[719,22018,22019,22022],{},[144,22020,22021],{},"Move money"," — no charging, refunding, wallet or gift-card adjustments, no touching the POS or drawer.",[719,22024,22025,22028,22029,22032],{},[144,22026,22027],{},"Send or schedule"," — campaigns are ",[144,22030,22031],{},"draft-only","; Sage never sends an email or SMS, and never enables an automation.",[719,22034,22035,22038],{},[144,22036,22037],{},"Delete or cancel records"," — including appointments; it navigates you there so you decide.",[719,22040,22041,22044],{},[144,22042,22043],{},"Change access or settings"," — roles, permissions, and configuration are read-only to Sage.",[719,22046,22047,22050],{},[144,22048,22049],{},"Read clinical charts or PHI"," — client lookups return operational fields only.",[530,22052,22053],{},[135,22054,22055,22056,212],{},"When Sage drafts a campaign, nothing has been sent. The draft lands in your campaign editor where the normal rules — consent, quiet hours, your own review — still apply before anything goes out. See ",[221,22057,13497],{"href":5287},[149,22059,22061],{"id":22060},"try-these-first","Try these first",[716,22063,22064,22067,22070,22073],{},[719,22065,22066],{},"\"What does my day look like tomorrow?\"",[719,22068,22069],{},"\"Give me a snapshot of the business this month.\"",[719,22071,22072],{},"\"Draft a win-back email for clients we haven't seen in 90 days.\"",[719,22074,22075],{},"\"Where do I set up tax rates?\"",[149,22077,325],{"id":324},[203,22079,22081],{"id":22080},"why-dont-i-see-sage","Why don't I see Sage?",[135,22083,22084],{},"It's admin\u002Fowner-only in this release, and the workspace-level AI feature must be enabled. Staff accounts don't get the panel.",[203,22086,22088],{"id":22087},"are-sages-numbers-trustworthy","Are Sage's numbers trustworthy?",[135,22090,22091],{},"They're read from your live data at ask time, and results are capped (typically 10 rows, and it says when a list is truncated). Treat it like a fast lookup, and use the reports for anything you'll act on financially.",[203,22093,22095],{"id":22094},"does-sage-learn-from-my-clients-data","Does Sage learn from my clients' data?",[135,22097,22098],{},"Sage answers from your workspace's data during the conversation; usage is rate-limited and audited per user. ",{"title":363,"searchDepth":22,"depth":22,"links":22100},[22101,22102,22103,22104],{"id":21938,"depth":22,"text":21939},{"id":22010,"depth":22,"text":22011},{"id":22060,"depth":22,"text":22061},{"id":324,"depth":22,"text":325,"children":22105},[22106,22107,22108],{"id":22080,"depth":32,"text":22081},{"id":22087,"depth":32,"text":22088},{"id":22094,"depth":32,"text":22095},"What Sage can look up, draft, and explain, and the hard limits it works within. It never sends, charges, deletes, or changes a setting on its own.",[22111,22112,22113,22114,22115],"sage ai assistant","ai draft campaign","ask ai about my business","ai concierge workroom","what can sage do",{},"\u002Fhelp\u002Fgrowth\u002Fmeet-sage-your-ai-assistant",[5287,10221,8435],{"title":21923,"description":22109},"help\u002Fgrowth\u002Fmeet-sage-your-ai-assistant","5A7rtRpdiqkn4nmZJSvPv46fhNeQtRGnZIjqAWJih3g",{"id":22123,"title":22124,"audience":109,"body":22125,"category":124,"description":22236,"draft":387,"extension":388,"icon":21799,"keywords":22237,"meta":22243,"navigation":398,"order":21227,"path":22244,"related":22245,"seo":22246,"stem":22247,"updatedAt":403,"__hash__":22248},"help\u002Fhelp\u002Fportal\u002Floyalty-points-and-rewards.md","Loyalty points, tiers, and rewards",{"type":132,"value":22126,"toc":22227},[22127,22132,22136,22141,22184,22187,22191,22194,22199,22201,22205,22208,22212,22220,22224],[135,22128,5134,22129,22131],{},[144,22130,1509],{}," in your account: the big number is your points balance, with what it's worth in money underneath. Rewards you can afford are listed below — you redeem them at the venue when you pay.",[149,22133,22135],{"id":22134},"where-do-i-see-my-points-and-tier","Where do I see my points and tier?",[135,22137,14345,22138,22140],{},[144,22139,1509],{},". Each venue sets its own points value, so the page shows both the points and the money they're worth. If the venue runs tiers, they're drawn as a ladder:",[157,22142,22143,22152],{},[160,22144,22145],{},[163,22146,22147,22150],{},[166,22148,22149],{},"Tag on a tier",[166,22151,3428],{},[173,22153,22154,22164,22174],{},[163,22155,22156,22161],{},[178,22157,22158],{},[144,22159,22160],{},"You're here",[178,22162,22163],{},"Your current tier",[163,22165,22166,22171],{},[178,22167,22168],{},[144,22169,22170],{},"Locked",[178,22172,22173],{},"A tier above you — keep earning to reach it",[163,22175,22176,22181],{},[178,22177,22178],{},[144,22179,22180],{},"Unlocked",[178,22182,22183],{},"A tier you've already passed",[135,22185,22186],{},"Higher tiers earn points faster; each rung shows its earning multiplier.",[149,22188,22190],{"id":22189},"how-do-i-redeem-a-reward","How do I redeem a reward?",[135,22192,22193],{},"Rewards — money off or a percentage off a visit — are listed with their points cost. Ones you can afford are ready; the rest show how many more points you need.",[317,22195,22196],{},[135,22197,22198],{},"Redeeming happens at the venue when you pay: mention the reward at checkout and the staff apply it. There's no online \"redeem\" button to press first.",[149,22200,325],{"id":324},[203,22202,22204],{"id":22203},"why-is-my-points-balance-missing-or-zero","Why is my points balance missing or zero?",[135,22206,22207],{},"Points live on your client record at the venue. If the page says your account has no client record, sign in with the email you've booked your appointments with.",[203,22209,22211],{"id":22210},"how-do-i-earn-points-faster","How do I earn points faster?",[135,22213,22214,22215,22219],{},"Reach a higher tier — each tier's multiplier is shown on the ladder. ",[221,22216,22218],{"href":22217},"\u002Fhelp\u002Fportal\u002Frefer-a-friend","Referring a friend"," can also earn points at some venues.",[203,22221,22223],{"id":22222},"do-points-expire","Do points expire?",[135,22225,22226],{},"That's up to each venue's programme — ask them directly if it isn't shown on the page.",{"title":363,"searchDepth":22,"depth":22,"links":22228},[22229,22230,22231],{"id":22134,"depth":22,"text":22135},{"id":22189,"depth":22,"text":22190},{"id":324,"depth":22,"text":325,"children":22232},[22233,22234,22235],{"id":22203,"depth":32,"text":22204},{"id":22210,"depth":32,"text":22211},{"id":22222,"depth":32,"text":22223},"Check your loyalty points balance and what it's worth in money, see your tier on the ladder, and find the rewards you can redeem on your next visit.",[22238,22239,22240,22241,22242],"check my loyalty points","redeem points salon","loyalty tier","points worth in money","rewards balance",{},"\u002Fhelp\u002Fportal\u002Floyalty-points-and-rewards",[22217,2720],{"title":22124,"description":22236},"help\u002Fportal\u002Floyalty-points-and-rewards","IyMO_NdD58HphOkLwZSXDmM8hz8bWt6Z6lcHiYFPM3o",{"id":22250,"title":22251,"audience":7,"body":22252,"category":53,"description":22418,"draft":387,"extension":388,"icon":6468,"keywords":22419,"meta":22426,"navigation":398,"order":21227,"path":22427,"related":22428,"seo":22431,"stem":22432,"updatedAt":403,"__hash__":22433},"help\u002Fhelp\u002Fretail\u002Frun-a-stock-count.md","Run a stock count",{"type":132,"value":22253,"toc":22404},[22254,22257,22260,22264,22318,22322,22364,22372,22375,22377,22381,22384,22388,22391,22395],[135,22255,22256],{},"A stock count checks the shelf against the system. Start a count, type what you physically find for each product, and complete it — Owneli applies every variance as a stock adjustment in a single transaction and logs it in the stock movement journal. Counts are per-location.",[135,22258,22259],{},"You need stock management access.",[149,22261,22263],{"id":22262},"how-do-i-do-a-stocktake","How do I do a stocktake?",[200,22265,22266,22268,22285,22289,22303,22305,22310,22312],{},[203,22267,14699],{"id":14698},[135,22269,4678,22270,22272,22273,12425,22275,22278,22279,22281,22282,22284],{},[144,22271,16254],{}," and open ",[144,22274,14685],{},[139,22276,22277],{},"\u002Finventory\u002Fcounts","), then click ",[144,22280,14704],{},". The count opens against your active location with a line for every stock-tracked product and its ",[144,22283,14715],{}," quantity.",[203,22286,22288],{"id":22287},"count-and-enter","Count and enter",[135,22290,22291,22292,22294,22295,1295,22297,1295,22299,1295,22301,212],{},"Walk the shelf and enter the ",[144,22293,14719],{}," quantity per line. The variance column updates live — green for surplus, red for shortfall. Use the filter tabs to focus: ",[144,22296,7751],{},[144,22298,14726],{},[144,22300,14730],{},[144,22302,14734],{},[203,22304,14741],{"id":14740},[135,22306,22307,22309],{},[144,22308,4705],{}," stores your progress without changing any stock. A count can stay open across a break or a shift change.",[203,22311,14748],{"id":14747},[135,22313,4213,22314,22317],{},[144,22315,22316],{},"Complete",". Every counted line's variance is applied to stock at once, journalled with the reason \"count\". If anything fails mid-apply, nothing is applied and the count stays open — you never end up half-adjusted.",[149,22319,22321],{"id":22320},"what-completing-does-and-doesnt-touch","What completing does — and doesn't — touch",[157,22323,22324,22334],{},[160,22325,22326],{},[163,22327,22328,22331],{},[166,22329,22330],{},"Line state",[166,22332,22333],{},"Effect on stock",[173,22335,22336,22344,22352],{},[163,22337,22338,22341],{},[178,22339,22340],{},"Counted, matches expected",[178,22342,22343],{},"No change",[163,22345,22346,22349],{},[178,22347,22348],{},"Counted, differs",[178,22350,22351],{},"Stock adjusted to the counted figure",[163,22353,22354,22359],{},[178,22355,22356],{},[144,22357,22358],{},"Left uncounted",[178,22360,22361,22363],{},[144,22362,19667],{}," — treated as not part of this count",[276,22365,22366],{},[135,22367,22368,22369,22371],{},"Leaving a line blank is safe, and useful: count one category at a time by only filling in the lines you actually checked. Blank never means zero — type ",[139,22370,2768],{}," explicitly if the shelf is empty.",[135,22373,22374],{},"Cancelling a count discards it without touching stock.",[149,22376,325],{"id":324},[203,22378,22380],{"id":22379},"does-a-count-freeze-sales-while-its-open","Does a count freeze sales while it's open?",[135,22382,22383],{},"No — the till keeps selling. Expected quantities are captured for the count session, so complete promptly; a long-open count on a busy product can apply a stale variance. ",[203,22385,22387],{"id":22386},"who-can-run-a-count","Who can run a count?",[135,22389,22390],{},"Anyone with stock management access. Every applied variance is attributed in the stock log and audit trail.",[203,22392,22394],{"id":22393},"where-do-i-see-the-result-afterwards","Where do I see the result afterwards?",[135,22396,22397,22400,22401,22403],{},[144,22398,22399],{},"Growth → Reports → Stock movement log"," shows each count adjustment; ",[144,22402,4094],{}," shows the corrected position.",{"title":363,"searchDepth":22,"depth":22,"links":22405},[22406,22412,22413],{"id":22262,"depth":22,"text":22263,"children":22407},[22408,22409,22410,22411],{"id":14698,"depth":32,"text":14699},{"id":22287,"depth":32,"text":22288},{"id":14740,"depth":32,"text":14741},{"id":14747,"depth":32,"text":14748},{"id":22320,"depth":22,"text":22321},{"id":324,"depth":22,"text":325,"children":22414},[22415,22416,22417],{"id":22379,"depth":32,"text":22380},{"id":22386,"depth":32,"text":22387},{"id":22393,"depth":32,"text":22394},"Count your physical inventory against expected stock, review variances, and apply the corrections in one transaction.",[22420,22421,22422,22423,22424,22425],"stock count","inventory count","stocktake","stock variance","count products on hand","reconcile inventory",{},"\u002Fhelp\u002Fretail\u002Frun-a-stock-count",[14861,22429,22430],"\u002Fhelp\u002Fretail\u002Ftransfer-stock-between-locations","\u002Fhelp\u002Fretail\u002Freorder-low-stock",{"title":22251,"description":22418},"help\u002Fretail\u002Frun-a-stock-count","8ms63MuelIE2LAIXCE09jR1mg5HAsRXh3g3H8wumMTo",{"id":22435,"title":22436,"audience":7,"body":22437,"category":93,"description":22644,"draft":387,"extension":388,"icon":22645,"keywords":22646,"meta":22653,"navigation":398,"order":21227,"path":20622,"related":22654,"seo":22655,"stem":22656,"updatedAt":403,"__hash__":22657},"help\u002Fhelp\u002Fsettings\u002Fpayment-policy.md","Set your payment policy — deposits and no-show fees",{"type":132,"value":22438,"toc":22628},[22439,22445,22454,22458,22515,22517,22520,22534,22538,22552,22585,22587,22590,22599,22601,22605,22608,22612,22621,22625],[135,22440,22441,22442,22444],{},"Your payment policy decides what clients commit to when they book: nothing, a deposit, or a card on file — plus what a late cancellation or no-show costs them. Admins configure it in ",[144,22443,9670],{},"; a live preview shows exactly what clients will read.",[135,22446,22447,22449,22450,22453],{},[144,22448,9084],{}," ",[221,22451,22452],{"href":20680},"connect card payments"," — deposits and fees need a way to charge.",[149,22455,22457],{"id":22456},"what-are-the-payment-policy-options","What are the payment policy options?",[157,22459,22460,22472],{},[160,22461,22462],{},[163,22463,22464,22466,22469],{},[166,22465,9686],{},[166,22467,22468],{},"Money at booking",[166,22470,22471],{},"Fees chargeable later?",[173,22473,22474,22486,22504],{},[163,22475,22476,22481,22483],{},[178,22477,22478],{},[144,22479,22480],{},"No payment required",[178,22482,7790],{},[178,22484,22485],{},"No — without a captured card, fees can't be collected",[163,22487,22488,22492,22501],{},[178,22489,22490],{},[144,22491,9717],{},[178,22493,22494,22495,7160,22498],{},"Part of the price, fixed ",[144,22496,22497],{},"$",[144,22499,22500],{},"%",[178,22502,22503],{},"Yes",[163,22505,22506,22510,22513],{},[178,22507,22508],{},[144,22509,1024],{},[178,22511,22512],{},"None — a card is securely saved",[178,22514,22503],{},[149,22516,9760],{"id":9759},[135,22518,22519],{},"When a card is captured (deposit or card-on-file mode), you can turn on:",[716,22521,22522,22528],{},[719,22523,22524,22527],{},[144,22525,22526],{},"Late-cancellation fee"," — choose the free-cancellation window (1 to 72 hours before the appointment) and a fixed or percentage fee. Cancelling inside the window is free.",[719,22529,22530,22533],{},[144,22531,22532],{},"No-show fee"," — its own fixed or percentage amount for clients who don't arrive.",[149,22535,22537],{"id":22536},"fine-tuning","Fine-tuning",[716,22539,22540,22546],{},[719,22541,22542,22545],{},[144,22543,22544],{},"Minimum booking value"," — apply the policy only above a threshold, so a quick low-price service doesn't demand a card.",[719,22547,22548,22551],{},[144,22549,22550],{},"Escalation threshold"," — in \"no payment\" or \"card on file\" mode, additionally require payment above a certain booking value, so big bookings carry commitment even when small ones don't.",[200,22553,22554,22558,22561,22565,22573,22577,22580,22582],{},[203,22555,22557],{"id":22556},"pick-a-mode","Pick a mode",[135,22559,22560],{},"Choose one of the three radio cards.",[203,22562,22564],{"id":22563},"set-the-amounts","Set the amounts",[135,22566,22567,22568,1272,22570,22572],{},"Deposit amount, fee amounts, and the cancellation window — toggling ",[144,22569,22497],{},[144,22571,22500],{}," where offered.",[203,22574,22576],{"id":22575},"read-the-client-preview","Read the client preview",[135,22578,22579],{},"The preview panel shows the exact bullets a client sees when booking. If it reads wrong to you, it will read wrong to them.",[203,22581,4705],{"id":4704},[135,22583,22584],{},"The policy applies to new bookings from now on.",[149,22586,18153],{"id":18152},[135,22588,22589],{},"The policy here is the business default. A location can carry its own override — the same editor appears in the location's settings — for markets that genuinely differ.",[530,22591,22592],{},[135,22593,22594,22595,22598],{},"Automatic enforcement applies to ",[144,22596,22597],{},"client-facing booking"," (your online booking page and links). When staff book from the calendar, the panel shows what the policy asks for, but staff can override it for that one booking — and overriding down to \"no card\" waives the ability to charge that client a fee later.",[149,22600,325],{"id":324},[203,22602,22604],{"id":22603},"can-i-have-different-deposits-for-different-services","Can I have different deposits for different services?",[135,22606,22607],{},"The policy is value-based, not per-service: use the minimum value and escalation threshold to make expensive bookings carry more commitment.",[203,22609,22611],{"id":22610},"when-is-the-no-show-fee-actually-charged","When is the no-show fee actually charged?",[135,22613,22614,22615,22618,22619,212],{},"By your team, from the appointment, when they mark a no-show — the policy makes it ",[4543,22616,22617],{},"chargeable",", it doesn't fire automatically. See ",[221,22620,3141],{"href":3140},[203,22622,22624],{"id":22623},"does-changing-the-policy-affect-existing-bookings","Does changing the policy affect existing bookings?",[135,22626,22627],{},"Each booking carries the payment terms it was made under — the new policy applies to bookings made after the change. ",{"title":363,"searchDepth":22,"depth":22,"links":22629},[22630,22631,22632,22638,22639],{"id":22456,"depth":22,"text":22457},{"id":9759,"depth":22,"text":9760},{"id":22536,"depth":22,"text":22537,"children":22633},[22634,22635,22636,22637],{"id":22556,"depth":32,"text":22557},{"id":22563,"depth":32,"text":22564},{"id":22575,"depth":32,"text":22576},{"id":4704,"depth":32,"text":4705},{"id":18152,"depth":22,"text":18153},{"id":324,"depth":22,"text":325,"children":22640},[22641,22642,22643],{"id":22603,"depth":32,"text":22604},{"id":22610,"depth":32,"text":22611},{"id":22623,"depth":32,"text":22624},"How to configure deposits, card-on-file, late-cancellation windows, and no-show fees in Owneli, with per-location overrides.","i-lucide-receipt-text",[22647,22648,22649,22650,22651,22652],"require a deposit","no show fee setup","cancellation fee policy","card on file booking","deposit percentage","late cancellation window",{},[20680,3140,915],{"title":22436,"description":22644},"help\u002Fsettings\u002Fpayment-policy","IyPbkEyOlruBHPTCP-IMPsZmz-LVOSNWVgpFD8ZJkdM",{"id":22659,"title":14065,"audience":7,"body":22660,"category":73,"description":22781,"draft":387,"extension":388,"icon":22782,"keywords":22783,"meta":22789,"navigation":398,"order":21227,"path":14064,"related":22790,"seo":22791,"stem":22792,"updatedAt":403,"__hash__":22793},"help\u002Fhelp\u002Fteam\u002Flog-an-employee-incident.md",{"type":132,"value":22661,"toc":22767},[22662,22665,22670,22674,22724,22727,22732,22736,22742,22744,22748,22751,22755,22758,22762],[135,22663,22664],{},"The incident log is a confidential HR record on each team member's panel: what happened, how serious it was, and what you did about it. Only admins and owners can see or write it — the person it concerns never sees the tab.",[135,22666,22667,22668,212],{},"For an event involving a client, visitor, or the venue itself, use ",[221,22669,14048],{"href":14319},[149,22671,22673],{"id":22672},"how-do-i-record-an-incident","How do I record an incident?",[200,22675,22676,22680,22687,22691,22701,22705,22719,22721],{},[203,22677,22679],{"id":22678},"open-the-incidents-tab","Open the Incidents tab",[135,22681,22682,15448,22684,22686],{},[144,22683,1638],{},[144,22685,11890],{},". The tab is only visible to admins and owners.",[203,22688,22690],{"id":22689},"add-the-incident","Add the incident",[135,22692,22693,22694,22696,22697,22700],{},"Pick a ",[144,22695,5353],{}," — attendance, conduct, performance, safety, client complaint, policy, or other — and a ",[144,22698,22699],{},"severity",": minor, serious, or gross.",[203,22702,22704],{"id":22703},"describe-it","Describe it",[135,22706,22707,22708,12534,22711,22714,22715,22718],{},"Set the date and time it occurred and write what happened. Optional fields capture the ",[144,22709,22710],{},"business impact",[144,22712,22713],{},"action taken",", and any ",[144,22716,22717],{},"follow-up"," planned.",[203,22720,4705],{"id":4704},[135,22722,22723],{},"The incident joins the member's log, timestamped and attributed to you.",[135,22725,22726],{},"Backdating is expected — you're documenting something that already happened — but an incident can't be dated in the future.",[530,22728,22729],{},[135,22730,22731],{},"Incidents are confidential HR records. Write them as you'd want them read in a dispute: factual, dated, specific, and free of speculation. The log can be exported when you need the full record.",[149,22733,22735],{"id":22734},"marking-an-incident-as-protected","Marking an incident as protected",[135,22737,22738,22739,22741],{},"An incident can be flagged ",[144,22740,3372],{}," for particularly sensitive records. ",[149,22743,325],{"id":324},[203,22745,22747],{"id":22746},"can-the-employee-see-their-incident-log","Can the employee see their incident log?",[135,22749,22750],{},"No. Incidents are admin\u002Fowner-only and are never shown to the subject inside Owneli. Whether and how you share them is your HR process, not the software's.",[203,22752,22754],{"id":22753},"should-every-complaint-become-an-incident","Should every complaint become an incident?",[135,22756,22757],{},"Use the log for things you'd want a dated record of — patterns of lateness, a client complaint, a safety event. One-off coaching conversations usually don't need one.",[203,22759,22761],{"id":22760},"how-does-this-relate-to-offboarding","How does this relate to offboarding?",[135,22763,22764,22765,212],{},"They're independent, but a well-kept incident log is what makes a termination defensible. See ",[221,22766,20687],{"href":20903},{"title":363,"searchDepth":22,"depth":22,"links":22768},[22769,22775,22776],{"id":22672,"depth":22,"text":22673,"children":22770},[22771,22772,22773,22774],{"id":22678,"depth":32,"text":22679},{"id":22689,"depth":32,"text":22690},{"id":22703,"depth":32,"text":22704},{"id":4704,"depth":32,"text":4705},{"id":22734,"depth":22,"text":22735},{"id":324,"depth":22,"text":325,"children":22777},[22778,22779,22780],{"id":22746,"depth":32,"text":22747},{"id":22753,"depth":32,"text":22754},{"id":22760,"depth":32,"text":22761},"Record a confidential HR incident on a team member's profile — category, severity, what happened, and the action taken.","i-lucide-flag",[22784,22785,22786,22787,22788],"employee incident log","hr record staff","document staff conduct","staff disciplinary record","incident report team member",{},[14319,20903,2458],{"title":14065,"description":22781},"help\u002Fteam\u002Flog-an-employee-incident","vvEBRGunRWymWWp6wcek1jIn3OWb5uXgqAWLeaYpwZ8",{"id":22795,"title":22796,"audience":109,"body":22797,"category":114,"description":22898,"draft":387,"extension":388,"icon":12929,"keywords":22899,"meta":22904,"navigation":398,"order":22905,"path":22906,"related":22907,"seo":22908,"stem":22909,"updatedAt":403,"__hash__":22910},"help\u002Fhelp\u002Fbook-online\u002Fclaim-a-waitlist-spot.md","How do I claim a waitlist spot?",{"type":132,"value":22798,"toc":22890},[22799,22802,22806,22809,22859,22864,22866,22870,22873,22877,22883,22887],[135,22800,22801],{},"Open the offer link, check the appointment on offer — service, date and time, professional — and tap the claim button before the countdown runs out. Claiming books it immediately; a confirmation follows.",[149,22803,22805],{"id":22804},"how-does-the-waitlist-offer-work","How does the waitlist offer work?",[135,22807,22808],{},"When you're on the waitlist and a time opens up, the venue sends you an offer link with a live countdown. The offer is real but time-limited, and the same opening may be offered to others — first claim wins.",[157,22810,22811,22820],{},[160,22812,22813],{},[163,22814,22815,22818],{},[166,22816,22817],{},"The page says",[166,22819,11151],{},[173,22821,22822,22830,22839,22849],{},[163,22823,22824,22827],{},[178,22825,22826],{},"Countdown running",[178,22828,22829],{},"The spot is yours if you claim now",[163,22831,22832,22836],{},[178,22833,22834],{},[144,22835,6378],{},[178,22837,22838],{},"The countdown ran out before you claimed",[163,22840,22841,22846],{},[178,22842,22843],{},[144,22844,22845],{},"Just taken",[178,22847,22848],{},"Someone else claimed it moments before you",[163,22850,22851,22856],{},[178,22852,22853],{},[144,22854,22855],{},"Closed",[178,22857,22858],{},"The venue filled or withdrew the opening",[276,22860,22861],{},[135,22862,22863],{},"Missing an offer costs you nothing — you stay on the waitlist for the next opening.",[149,22865,325],{"id":324},[203,22867,22869],{"id":22868},"does-claiming-charge-my-card","Does claiming charge my card?",[135,22871,22872],{},"Claiming books the appointment — the claim itself doesn't take a payment on the offer page. The venue's usual booking policies apply to the appointment once it's yours.",[203,22874,22876],{"id":22875},"can-i-reschedule-a-claimed-spot","Can I reschedule a claimed spot?",[135,22878,22879,22880,212],{},"Once claimed it's a normal booking — your confirmation includes the usual ",[221,22881,22882],{"href":518},"manage link",[203,22884,22886],{"id":22885},"i-keep-missing-offers-what-can-i-do","I keep missing offers — what can I do?",[135,22888,22889],{},"Contact the venue about times that suit you better, so the offers you get are ones you can take.",{"title":363,"searchDepth":22,"depth":22,"links":22891},[22892,22893],{"id":22804,"depth":22,"text":22805},{"id":324,"depth":22,"text":325,"children":22894},[22895,22896,22897],{"id":22868,"depth":32,"text":22869},{"id":22875,"depth":32,"text":22876},{"id":22885,"depth":32,"text":22886},"A time opened up and your salon sent you a waitlist offer — what the countdown means, how to claim the spot fast, and what happens if you miss it.",[22900,22901,22902,22903],"waitlist offer link","claim appointment slot","salon waitlist how it works","waitlist offer expired",{},80,"\u002Fhelp\u002Fbook-online\u002Fclaim-a-waitlist-spot",[518],{"title":22796,"description":22898},"help\u002Fbook-online\u002Fclaim-a-waitlist-spot","XpNbCZq5XQtnnkdEkETrMUa4kCnXA7OmxgnZFDQkVuA",{"id":22912,"title":22913,"audience":7,"body":22914,"category":23,"description":23063,"draft":387,"extension":388,"icon":23064,"keywords":23065,"meta":23071,"navigation":398,"order":22905,"path":8586,"related":23072,"seo":23073,"stem":23074,"updatedAt":1545,"__hash__":23075},"help\u002Fhelp\u002Fcalendar\u002Fdouble-booking-and-overlaps.md","Double-booking — when overlapping appointments are allowed",{"type":132,"value":22915,"toc":23052},[22916,22928,22932,22935,22971,22974,22979,22983,23006,23010,23016,23019,23021,23025,23028,23032,23035,23039,23045,23049],[135,22917,22918,22919,22922,22923,18042,22925,22927],{},"Out of the box, Owneli refuses to put two appointments on the same provider at the same time. Turn on ",[144,22920,22921],{},"Allow double-booking"," under ",[144,22924,18041],{},[144,22926,18045],{}," tab’s Booking rules card and overlaps become deliberate: the booking succeeds, both render side by side, and you're told exactly what it stacked on.",[149,22929,22931],{"id":22930},"can-two-clients-be-booked-with-the-same-provider-at-once","Can two clients be booked with the same provider at once?",[135,22933,22934],{},"Only when your business has switched it on. The setting reads: \"Let staff book or drag an appointment onto a slot a team member is already booked in. Overlapping appointments render side-by-side on the calendar. Off by default; conflicts are blocked.\"",[157,22936,22937,22949],{},[160,22938,22939],{},[163,22940,22941,22943,22946],{},[166,22942,2805],{},[166,22944,22945],{},"Booking into an occupied slot",[166,22947,22948],{},"What you see",[173,22950,22951,22961],{},[163,22952,22953,22956,22958],{},[178,22954,22955],{},"Off (default)",[178,22957,19635],{},[178,22959,22960],{},"\"That slot was just taken — pick another time\"",[163,22962,22963,22965,22968],{},[178,22964,10453],{},[178,22966,22967],{},"Succeeds",[178,22969,22970],{},"\"Booked, overlaps another appointment\" — naming the client and the clashing booking's reference",[135,22972,22973],{},"The refusal is enforced by the database itself, not just the screen — two front desks racing for the same slot can't both win, and the loser is told the slot went.",[276,22975,22976],{},[135,22977,22978],{},"The overlap notice names the appointment it stacked on precisely so a deliberate double-book never looks like an accident later. If you didn't mean it, move one of them straight away.",[149,22980,22982],{"id":22981},"what-stays-blocked-even-with-overlaps-on","What stays blocked even with overlaps on",[716,22984,22985,22991,23001],{},[719,22986,22987,22990],{},[144,22988,22989],{},"Time blocks"," — lunch, training and other blocked time still refuse bookings.",[719,22992,22993,22996,22997,212],{},[144,22994,22995],{},"Rooms and equipment"," — a required resource that's already in use blocks the booking regardless: \"A required room or equipment is double-booked at that time\". See ",[221,22998,23000],{"href":22999},"\u002Fhelp\u002Fcalendar\u002Fassign-rooms-and-equipment","Assign rooms and equipment",[719,23002,23003,23005],{},[144,23004,18045],{}," — public clients are only ever offered genuinely free slots; double-booking is a staff power.",[149,23007,23009],{"id":23008},"where-the-rule-applies","Where the rule applies",[135,23011,23012,23013,23015],{},"The same check runs everywhere an appointment lands on the grid: the booking panel, drag-and-drop moves, resizes (which refuse to overlap the next booking), and each occurrence of a ",[221,23014,12113],{"href":12240}," — a clashing occurrence is skipped rather than stacked.",[135,23017,23018],{},"Changing the setting takes effect immediately for future bookings and moves; it doesn't retroactively rearrange anything already on the grid.",[149,23020,325],{"id":324},[203,23022,23024],{"id":23023},"why-do-i-see-that-slot-was-just-taken-when-the-slot-looked-free","Why do I see \"That slot was just taken\" when the slot looked free?",[135,23026,23027],{},"Someone else booked it between your screen loading and your click — often the other front-desk terminal, or an online booking landing at the same moment. The calendar refreshes and you pick again.",[203,23029,23031],{"id":23030},"how-do-overlapping-appointments-look-on-the-calendar","How do overlapping appointments look on the calendar?",[135,23033,23034],{},"Side by side in the provider's column, each at partial width, so neither hides the other.",[203,23036,23038],{"id":23037},"can-i-allow-overlaps-for-just-one-provider","Can I allow overlaps for just one provider?",[135,23040,23041,23042,23044],{},"No — ",[144,23043,22921],{}," is a business-wide scheduling rule.",[203,23046,23048],{"id":23047},"does-allowing-overlaps-affect-rooms-and-machines","Does allowing overlaps affect rooms and machines?",[135,23050,23051],{},"No. Resource conflicts always block, because two clients genuinely can't share one laser. Overlap permission applies to the provider's time only.",{"title":363,"searchDepth":22,"depth":22,"links":23053},[23054,23055,23056,23057],{"id":22930,"depth":22,"text":22931},{"id":22981,"depth":22,"text":22982},{"id":23008,"depth":22,"text":23009},{"id":324,"depth":22,"text":325,"children":23058},[23059,23060,23061,23062],{"id":23023,"depth":32,"text":23024},{"id":23030,"depth":32,"text":23031},{"id":23037,"depth":32,"text":23038},{"id":23047,"depth":32,"text":23048},"Turn on Allow double-booking to stack appointments on one provider, and learn exactly what the calendar blocks when it's off.","i-lucide-copy",[23066,23067,23068,23069,23070],"allow double booking setting","overlapping appointments calendar","slot was just taken error","book two clients same time","stop double bookings",{},[914,21412,22999],{"title":22913,"description":23063},"help\u002Fcalendar\u002Fdouble-booking-and-overlaps","xHQZWK2vAIabdhLvFduILFYDTHYRsi7TfZEcp1bx-Ps",{"id":23077,"title":23078,"audience":7,"body":23079,"category":33,"description":23266,"draft":387,"extension":388,"icon":23267,"keywords":23268,"meta":23275,"navigation":398,"order":22905,"path":21626,"related":23276,"seo":23278,"stem":23279,"updatedAt":403,"__hash__":23280},"help\u002Fhelp\u002Fcheckout\u002Fsplit-and-partial-payments.md","Split a sale across payment methods, or leave a balance due",{"type":132,"value":23080,"toc":23246},[23081,23087,23091,23132,23139,23144,23146,23151,23164,23168,23207,23209,23213,23216,23220,23223,23227,23232,23236],[135,23082,23083,23084,23086],{},"Any sale can be settled across several tenders: charge part on one method and the payment step stays open with the new balance, ready for the next. If the client can't finish paying today, ",[144,23085,1161],{}," completes the sale with the balance owing.",[149,23088,23090],{"id":23089},"how-do-i-split-a-payment","How do I split a payment?",[200,23092,23093,23097,23100,23104,23117,23119,23125,23129],{},[203,23094,23096],{"id":23095},"pick-the-first-tender","Pick the first tender",[135,23098,23099],{},"Choose a payment method as normal. The amount field defaults to the full balance.",[203,23101,23103],{"id":23102},"lower-the-amount","Lower the amount",[135,23105,23106,23107,1295,23110,5658,23113,23116],{},"Type the amount for this tender, or use the presets — ",[144,23108,23109],{},"Full",[144,23111,23112],{},"½",[144,23114,23115],{},"⅓"," of the balance. Halves and thirds round up on the first tender, so you never end the sale chasing a stray cent.",[203,23118,21545],{"id":21544},[135,23120,23121,23122,23124],{},"After the charge, a toast shows the amount remaining — \"Pick the next method.\" Collected tenders are listed under ",[144,23123,4902],{}," on the cart.",[203,23126,23128],{"id":23127},"repeat-until-settled","Repeat until settled",[135,23130,23131],{},"Take the remainder on the next method. When the last payment lands, the sale closes itself and the receipt is ready.",[135,23133,23134,23135,23138],{},"Gift cards split naturally: the card's balance comes off and the rest stays owing. Cash can be over-tendered — enter what the client handed over and the ",[144,23136,23137],{},"Change due"," panel does the arithmetic.",[530,23140,23141],{},[135,23142,23143],{},"You can't over-collect: a tender larger than the remaining balance is refused, so a double-tap or a second till can never charge the client twice for the same sale.",[149,23145,1156],{"id":1155},[135,23147,23148,23150],{},[144,23149,1161],{}," in the cart footer completes the sale and leaves the balance owing.",[716,23152,23153,23156,23161],{},[719,23154,23155],{},"The sale is raised in full — stock is deducted, gift cards sold on it are issued, the linked appointment completes.",[719,23157,23158,23159,212],{},"The sale shows as ",[144,23160,1165],{},[719,23162,23163],{},"Loyalty points and commission wait until the balance is actually collected.",[203,23165,23167],{"id":23166},"collecting-the-balance-later","Collecting the balance later",[200,23169,23170,23174,23184,23188,23195,23199],{},[203,23171,23173],{"id":23172},"find-the-sale","Find the sale",[135,23175,5134,23176,23179,23180,23183],{},[144,23177,23178],{},"POS → History"," and set the status filter to ",[144,23181,23182],{},"Unpaid"," — each row shows the amount owed. Or open the sale from the client's profile.",[203,23185,23187],{"id":23186},"reopen-it","Reopen it",[135,23189,23190,23191,23194],{},"Click the row — the sale reopens in the POS with a ",[144,23192,23193],{},"Collect payment"," button.",[203,23196,23198],{"id":23197},"take-the-payment","Take the payment",[135,23200,23201,23202,23206],{},"Any tender works, including ",[221,23203,23205],{"href":23204},"\u002Fhelp\u002Fcheckout\u002Fsend-a-pay-by-link","sending a pay-by-link"," so the client settles from their phone.",[149,23208,325],{"id":324},[203,23210,23212],{"id":23211},"can-two-people-split-a-bill-on-two-cards","Can two people split a bill on two cards?",[135,23214,23215],{},"Yes — charge part on the first card via the external terminal, then the remainder on the second. Each charge is its own payment row on the receipt.",[203,23217,23219],{"id":23218},"does-a-tip-have-to-go-on-one-tender","Does a tip have to go on one tender?",[135,23221,23222],{},"A tip rides on the card or cash tender that settles it. On visits paid by package, membership, or membership balance, the tip is excluded from the credit tender and collected by the following card or cash payment.",[203,23224,23226],{"id":23225},"how-do-i-refund-a-split-sale","How do I refund a split sale?",[135,23228,23229,23230,212],{},"Refunds are issued per payment — reopen the refund panel for each tender you're reversing. See ",[221,23231,12938],{"href":1200},[203,23233,23235],{"id":23234},"is-save-as-unpaid-the-same-as-a-draft","Is \"Save as unpaid\" the same as a draft?",[135,23237,23238,23239,23241,23242,22922,23244,212],{},"No. A draft is an open cart you haven't finished building; an unpaid sale is complete and final, just not fully collected. Drafts sit on ",[144,23240,958],{},"; unpaid sales sit in ",[144,23243,2315],{},[144,23245,23182],{},{"title":363,"searchDepth":22,"depth":22,"links":23247},[23248,23254,23260],{"id":23089,"depth":22,"text":23090,"children":23249},[23250,23251,23252,23253],{"id":23095,"depth":32,"text":23096},{"id":23102,"depth":32,"text":23103},{"id":21544,"depth":32,"text":21545},{"id":23127,"depth":32,"text":23128},{"id":1155,"depth":22,"text":1156,"children":23255},[23256,23257,23258,23259],{"id":23166,"depth":32,"text":23167},{"id":23172,"depth":32,"text":23173},{"id":23186,"depth":32,"text":23187},{"id":23197,"depth":32,"text":23198},{"id":324,"depth":22,"text":325,"children":23261},[23262,23263,23264,23265],{"id":23211,"depth":32,"text":23212},{"id":23218,"depth":32,"text":23219},{"id":23225,"depth":32,"text":23226},{"id":23234,"depth":32,"text":23235},"Take part of a sale on one tender and the rest on another, use the split presets, and save a sale as unpaid to collect later.","i-lucide-split",[23269,23270,23271,23272,23273,23274],"split payment between card and cash","pay half now half later","client can't pay today","save sale as unpaid","collect balance later pos","partial payment at checkout",{},[1197,21678,23277],"\u002Fhelp\u002Fcheckout\u002Fsales-history-and-receipts",{"title":23078,"description":23266},"help\u002Fcheckout\u002Fsplit-and-partial-payments","bs4OGYRCR3vIV4fWDbIPI95eLvj_d0dlNOLBf44y1s0",{"id":23282,"title":23283,"audience":7,"body":23284,"category":83,"description":23445,"draft":387,"extension":388,"icon":6921,"keywords":23446,"meta":23452,"navigation":398,"order":22905,"path":23453,"related":23454,"seo":23455,"stem":23456,"updatedAt":403,"__hash__":23457},"help\u002Fhelp\u002Fgrowth\u002Fboost-your-google-rating.md","Boost your Google rating",{"type":132,"value":23285,"toc":23431},[23286,23289,23295,23299,23341,23345,23390,23397,23402,23404,23408,23414,23418,23421,23425],[135,23287,23288],{},"Google Rating Boost turns your best in-app reviews into public Google reviews. When a client rates you at or above your chosen threshold in Owneli's review flow, they get one follow-up email inviting them to say it again on Google — capped to once per client every six months so regulars aren't pestered.",[135,23290,23291,23292,212],{},"Setting it up needs admin access: ",[144,23293,23294],{},"Settings → Google rating boost",[149,23296,23298],{"id":23297},"how-do-i-set-it-up","How do I set it up?",[200,23300,23301,23305,23308,23312,23321,23325,23328,23332],{},[203,23302,23304],{"id":23303},"get-your-google-review-links","Get your Google review link(s)",[135,23306,23307],{},"From your Google Business Profile, copy the \"ask for reviews\" short link. For multiple locations, grab each location's own link.",[203,23309,23311],{"id":23310},"configure-the-add-on","Configure the add-on",[135,23313,12531,23314,23316,23317,23320],{},[144,23315,23294],{},", paste a ",[144,23318,23319],{},"default review URL"," and, for multi-location workspaces, a per-location URL (the location's own link wins where set; the default covers the rest).",[203,23322,23324],{"id":23323},"pick-the-threshold","Pick the threshold",[135,23326,23327],{},"Choose the minimum in-app rating that triggers the invite — 3, 4 (the default), or 5 stars.",[203,23329,23331],{"id":23330},"enable-it","Enable it",[135,23333,23334,23335,23337,23338,23340],{},"Turn the add-on on. The status reads ",[144,23336,6877],{}," once enabled and at least one URL is configured; ",[144,23339,6873],{}," means it's on but has nowhere to send people.",[149,23342,23344],{"id":23343},"how-it-decides-who-gets-asked","How it decides who gets asked",[157,23346,23347,23357],{},[160,23348,23349],{},[163,23350,23351,23354],{},[166,23352,23353],{},"Gate",[166,23355,23356],{},"Rule",[173,23358,23359,23366,23374,23382],{},[163,23360,23361,23363],{},[178,23362,6712],{},[178,23364,23365],{},"The client's in-app rating is at or above your threshold",[163,23367,23368,23371],{},[178,23369,23370],{},"Contact",[178,23372,23373],{},"The client record has an email address",[163,23375,23376,23379],{},[178,23377,23378],{},"Frequency",[178,23380,23381],{},"No Google-review invite was sent to this client in the last 6 months",[163,23383,23384,23387],{},[178,23385,23386],{},"Destination",[178,23388,23389],{},"The location's review URL, or the default, exists",[135,23391,23392,23393,23396],{},"If any gate fails, nothing is sent — quietly. Ratings below the threshold never trigger an ask, which is the point: unhappy feedback stays in your in-app ",[221,23394,23395],{"href":6924},"reviews"," flow where you can respond privately.",[530,23398,23399],{},[135,23400,23401],{},"Selectively soliciting only positive reviewers (\"review gating\") is against Google's policies in some readings and regulated in some jurisdictions. Choose your threshold with that in mind — a threshold of 3 asks nearly everyone; 5 asks only the delighted.",[149,23403,325],{"id":324},[203,23405,23407],{"id":23406},"why-didnt-a-5-star-client-get-the-email","Why didn't a 5-star client get the email?",[135,23409,23410,23411,23413],{},"Check the gates in order: is the add-on ",[144,23412,6877],{}," with a URL for their location, do they have an email on file, and were they already invited within the last six months?",[203,23415,23417],{"id":23416},"does-this-post-reviews-to-google-for-the-client","Does this post reviews to Google for the client?",[135,23419,23420],{},"No. It sends one email with your Google review link; the client writes (or doesn't write) the review themselves, in their own words.",[203,23422,23424],{"id":23423},"where-do-the-in-app-ratings-come-from","Where do the in-app ratings come from?",[135,23426,23427,23428,23430],{},"From Owneli's post-visit review ask — see ",[221,23429,1519],{"href":6924},". Google Rating Boost is a follow-up layer on top of that flow, not a separate survey.",{"title":363,"searchDepth":22,"depth":22,"links":23432},[23433,23439,23440],{"id":23297,"depth":22,"text":23298,"children":23434},[23435,23436,23437,23438],{"id":23303,"depth":32,"text":23304},{"id":23310,"depth":32,"text":23311},{"id":23323,"depth":32,"text":23324},{"id":23330,"depth":32,"text":23331},{"id":23343,"depth":22,"text":23344},{"id":324,"depth":22,"text":325,"children":23441},[23442,23443,23444],{"id":23406,"depth":32,"text":23407},{"id":23416,"depth":32,"text":23417},{"id":23423,"depth":32,"text":23424},"Automatically invite happy clients to leave a Google review after a high in-app rating — with a threshold you pick and a built-in frequency cap.",[23447,23448,23449,23450,23451],"get more google reviews","google rating boost","google review link salon","ask clients for google review","review threshold",{},"\u002Fhelp\u002Fgrowth\u002Fboost-your-google-rating",[6924,6926],{"title":23283,"description":23445},"help\u002Fgrowth\u002Fboost-your-google-rating","s8hhLQcxiU1up4xWx36ZO_74UVOg40kakDol4bEw_tg",{"id":23459,"title":23460,"audience":109,"body":23461,"category":124,"description":23609,"draft":387,"extension":388,"icon":50,"keywords":23610,"meta":23616,"navigation":398,"order":22905,"path":22217,"related":23617,"seo":23618,"stem":23619,"updatedAt":403,"__hash__":23620},"help\u002Fhelp\u002Fportal\u002Frefer-a-friend.md","Refer a friend and earn rewards",{"type":132,"value":23462,"toc":23596},[23463,23469,23473,23505,23509,23512,23570,23573,23575,23579,23582,23586,23589,23593],[135,23464,5134,23465,23468],{},[144,23466,23467],{},"Refer a friend"," in your account for your personal code, share link, and QR code — the page spells out what your friend gets on their first visit and what you get when they complete it.",[149,23470,23472],{"id":23471},"how-do-i-share-my-referral-link","How do I share my referral link?",[200,23474,23475,23479,23482,23486,23498,23502],{},[203,23476,23478],{"id":23477},"open-refer-a-friend","Open Refer a friend",[135,23480,23481],{},"Your code, link, and QR code are at the top, with the deal for both of you.",[203,23483,23485],{"id":23484},"share-it-your-way","Share it your way",[135,23487,9352,23488,23490,23491,7160,23494,23497],{},[144,23489,5412],{}," for your phone's share sheet, use the one-tap ",[144,23492,23493],{},"WhatsApp",[144,23495,23496],{},"text message"," buttons, copy the link or code, or let a friend scan the QR straight off your screen.",[203,23499,23501],{"id":23500},"your-friend-books-through-the-link","Your friend books through the link",[135,23503,23504],{},"Their first-visit discount is applied automatically.",[149,23506,23508],{"id":23507},"how-do-i-track-my-referrals","How do I track my referrals?",[135,23510,23511],{},"The page shows your funnel — invited, booked, completed — and the total you've earned in rewards or points. Each referral is listed with a status:",[157,23513,23514,23522],{},[160,23515,23516],{},[163,23517,23518,23520],{},[166,23519,756],{},[166,23521,3428],{},[173,23523,23524,23533,23542,23551,23560],{},[163,23525,23526,23530],{},[178,23527,23528],{},[144,23529,8066],{},[178,23531,23532],{},"They have your link but haven't booked",[163,23534,23535,23539],{},[178,23536,23537],{},[144,23538,12842],{},[178,23540,23541],{},"They've booked their first visit",[163,23543,23544,23548],{},[178,23545,23546],{},[144,23547,782],{},[178,23549,23550],{},"The visit happened — this is what earns your reward",[163,23552,23553,23557],{},[178,23554,23555],{},[144,23556,6378],{},[178,23558,23559],{},"The invitation lapsed unused",[163,23561,23562,23567],{},[178,23563,23564],{},[144,23565,23566],{},"Reversed",[178,23568,23569],{},"The visit was undone (for example refunded)",[135,23571,23572],{},"Some venues also run milestones (\"refer 5 friends, get…\") — a progress bar shows how close you are to the next one.",[149,23574,325],{"id":324},[203,23576,23578],{"id":23577},"when-do-i-get-my-reward","When do I get my reward?",[135,23580,23581],{},"When your friend's first visit actually completes — an invitation or a booking alone doesn't earn it yet.",[203,23583,23585],{"id":23584},"can-i-refer-someone-whos-already-a-client","Can I refer someone who's already a client?",[135,23587,23588],{},"Referral programmes are for new clients. If your friend has visited before, the discount generally won't apply — the venue's own terms decide.",[203,23590,23592],{"id":23591},"why-does-a-referral-say-reversed","Why does a referral say Reversed?",[135,23594,23595],{},"The visit that earned it was refunded or cancelled after the fact, so the reward was withdrawn.",{"title":363,"searchDepth":22,"depth":22,"links":23597},[23598,23603,23604],{"id":23471,"depth":22,"text":23472,"children":23599},[23600,23601,23602],{"id":23477,"depth":32,"text":23478},{"id":23484,"depth":32,"text":23485},{"id":23500,"depth":32,"text":23501},{"id":23507,"depth":22,"text":23508},{"id":324,"depth":22,"text":325,"children":23605},[23606,23607,23608],{"id":23577,"depth":32,"text":23578},{"id":23584,"depth":32,"text":23585},{"id":23591,"depth":32,"text":23592},"Share your personal referral link or QR code, see what you and your friend each get, and track every referral from invited through to completed.",[23611,23612,23613,23614,23615],"refer a friend salon","referral link","referral code","invite a friend discount","referral reward not received",{},[22244],{"title":23460,"description":23609},"help\u002Fportal\u002Frefer-a-friend","PTo1RBKCzgjeFY05iVURDfk6fclSje8WD6Y9VCDJPpA",{"id":23622,"title":23623,"audience":7,"body":23624,"category":53,"description":23788,"draft":387,"extension":388,"icon":23789,"keywords":23790,"meta":23796,"navigation":398,"order":22905,"path":22429,"related":23797,"seo":23798,"stem":23799,"updatedAt":403,"__hash__":23800},"help\u002Fhelp\u002Fretail\u002Ftransfer-stock-between-locations.md","Transfer stock between locations",{"type":132,"value":23625,"toc":23775},[23626,23633,23636,23640,23682,23686,23735,23743,23746,23748,23752,23755,23759,23762,23766],[135,23627,23628,23629,23632],{},"A stock transfer moves products between two of your locations through three states: ",[144,23630,23631],{},"Draft → Sent → Received",". Draft and sent are paperwork — the actual stock movement happens in one transaction when the transfer is received, so quantities can never be stranded in between.",[135,23634,23635],{},"Transfers need at least two active locations. Viewing needs the transfers permission; creating and moving them needs transfer management.",[149,23637,23639],{"id":23638},"how-do-i-move-stock-to-another-location","How do I move stock to another location?",[200,23641,23642,23646,23664,23666,23672,23676],{},[203,23643,23645],{"id":23644},"create-the-transfer","Create the transfer",[135,23647,5134,23648,12425,23651,23654,23655,699,23658,23661,23662,212],{},[144,23649,23650],{},"Inventory transfers",[139,23652,23653],{},"\u002Finventory\u002Ftransfers",") and click the new-transfer button. Pick the ",[144,23656,23657],{},"from",[144,23659,23660],{},"to"," locations and add product lines with quantities. Only stock-tracked products can be transferred. This saves a ",[144,23663,6329],{},[203,23665,12507],{"id":12506},[135,23667,23668,23669,23671],{},"When the box physically leaves, mark the transfer ",[144,23670,6339],{},". Sending validates that the source location actually has enough of every line and blocks with a per-product shortfall message if not.",[203,23673,23675],{"id":23674},"receive-it-at-the-destination","Receive it at the destination",[135,23677,23678,23679,23681],{},"When the box arrives, the receiving side marks it ",[144,23680,14791],{},". Both locations' stock updates together in a single transaction: the source is debited, the destination is credited.",[149,23683,23685],{"id":23684},"statuses-at-a-glance","Statuses at a glance",[157,23687,23688,23697],{},[160,23689,23690],{},[163,23691,23692,23694],{},[166,23693,756],{},[166,23695,23696],{},"Stock effect",[173,23698,23699,23708,23717,23726],{},[163,23700,23701,23705],{},[178,23702,23703],{},[144,23704,6329],{},[178,23706,23707],{},"None — editable paperwork",[163,23709,23710,23714],{},[178,23711,23712],{},[144,23713,6339],{},[178,23715,23716],{},"None yet — in transit, quantities validated",[163,23718,23719,23723],{},[178,23720,23721],{},[144,23722,14791],{},[178,23724,23725],{},"Source debited, destination credited, atomically",[163,23727,23728,23732],{},[178,23729,23730],{},[144,23731,790],{},[178,23733,23734],{},"None — the transfer is closed without moving stock",[530,23736,23737],{},[135,23738,23739,23740,23742],{},"Because stock moves at receive time, selling the goods at the source while a transfer is in transit can make the receive fail — you'll see \"the source location no longer has enough stock to receive this transfer\". Reconcile the source (a ",[221,23741,22420],{"href":22427}," or adjustment) before receiving.",[135,23744,23745],{},"Location membership matters: you can only move stock to and from locations you belong to, so one site can't quietly credit itself from another.",[149,23747,325],{"id":324},[203,23749,23751],{"id":23750},"can-i-edit-a-transfer-after-sending-it","Can I edit a transfer after sending it?",[135,23753,23754],{},"No — send it when the quantities are final. If something changed, cancel and create a corrected transfer.",[203,23756,23758],{"id":23757},"why-cant-i-see-the-new-transfer-button","Why can't I see the New transfer button?",[135,23760,23761],{},"Either you don't hold transfer management permission, or the workspace has fewer than two active locations.",[203,23763,23765],{"id":23764},"how-do-transfers-show-up-in-reporting","How do transfers show up in reporting?",[135,23767,23768,23769,23771,23772,23774],{},"Each received transfer writes paired entries in the stock movement journal, so ",[144,23770,4104],{}," and per-location ",[144,23773,4094],{}," both reflect it.",{"title":363,"searchDepth":22,"depth":22,"links":23776},[23777,23782,23783],{"id":23638,"depth":22,"text":23639,"children":23778},[23779,23780,23781],{"id":23644,"depth":32,"text":23645},{"id":12506,"depth":32,"text":12507},{"id":23674,"depth":32,"text":23675},{"id":23684,"depth":22,"text":23685},{"id":324,"depth":22,"text":325,"children":23784},[23785,23786,23787],{"id":23750,"depth":32,"text":23751},{"id":23757,"depth":32,"text":23758},{"id":23764,"depth":32,"text":23765},"Move products from one location to another with a draft, send, receive workflow — stock only moves when the transfer is received.","i-lucide-arrow-left-right",[23791,23792,23793,23794,23795],"transfer stock between locations","move inventory to another location","stock transfer","multi location inventory","receive stock transfer",{},[14861,22427,15254],{"title":23623,"description":23788},"help\u002Fretail\u002Ftransfer-stock-between-locations","CV1VJFSu2MuTp34FItNpdtxJQH1iGUcQrvK-h0Cm1Uo",{"id":23802,"title":23803,"audience":7,"body":23804,"category":93,"description":24021,"draft":387,"extension":388,"icon":6197,"keywords":24022,"meta":24029,"navigation":398,"order":22905,"path":24030,"related":24031,"seo":24032,"stem":24033,"updatedAt":403,"__hash__":24034},"help\u002Fhelp\u002Fsettings\u002Ftip-policy.md","Set your tip policy",{"type":132,"value":23805,"toc":24011},[23806,23816,23822,23826,23918,23922,23972,23975,23977,23980,23985,23987,23991,23994,23998,24001,24005],[135,23807,23808,23809,23811,23812,23815],{},"Tip settings live in ",[144,23810,6012],{}," (admins only). They shape what the client is ",[4543,23813,23814],{},"offered"," — whether the prompt shows, which percentages are suggested, and how a tip is divided between providers. Tips are always the client's choice: there is no default, automatic, or mandatory tip in Owneli.",[135,23817,23818,23819,23821],{},"This article is the configuration side; ",[221,23820,3936],{"href":1199}," covers checkout day to day.",[149,23823,23825],{"id":23824},"what-can-i-configure-about-tips","What can I configure about tips?",[157,23827,23828,23836],{},[160,23829,23830],{},[163,23831,23832,23834],{},[166,23833,2805],{},[166,23835,494],{},[173,23837,23838,23847,23856,23874,23883,23893,23909],{},[163,23839,23840,23844],{},[178,23841,23842],{},[144,23843,6031],{},[178,23845,23846],{},"Master switch — shows or hides the tip option at checkout. Turning it on never adds a charge.",[163,23848,23849,23853],{},[178,23850,23851],{},[144,23852,6041],{},[178,23854,23855],{},"Editable percentage presets (e.g. 15 \u002F 18 \u002F 20). None is pre-selected; clients can always type a custom amount or leave nothing.",[163,23857,23858,23863],{},[178,23859,23860],{},[144,23861,23862],{},"Basis",[178,23864,23865,23866,23869,23870,23873],{},"Suggestions calculated on the ",[144,23867,23868],{},"subtotal before tax"," or the ",[144,23871,23872],{},"total after tax"," — math only, never a limit on what the client types.",[163,23875,23876,23880],{},[178,23877,23878],{},[144,23879,6061],{},[178,23881,23882],{},"Off = only services count toward the suggestion, so nobody's nudged to tip on a serum.",[163,23884,23885,23890],{},[178,23886,23887],{},[144,23888,23889],{},"Split between providers",[178,23891,23892],{},"The default division when several team members worked the visit — see below.",[163,23894,23895,23900],{},[178,23896,23897],{},[144,23898,23899],{},"Tips with no provider",[178,23901,23902,23903,7160,23906,212],{},"On a retail-only or walk-in sale: the tip goes to ",[144,23904,23905],{},"the cashier",[144,23907,23908],{},"a shared house pool",[163,23910,23911,23915],{},[178,23912,23913],{},[144,23914,6154],{},[178,23916,23917],{},"Redirects a percentage of each provider's tip into a shared support pool — re-divides money the client left, never adds a charge.",[149,23919,23921],{"id":23920},"how-are-tips-split-between-providers","How are tips split between providers?",[157,23923,23924,23933],{},[160,23925,23926],{},[163,23927,23928,23930],{},[166,23929,168],{},[166,23931,23932],{},"Share is proportional to",[173,23934,23935,23945,23954,23963],{},[163,23936,23937,23942],{},[178,23938,23939,23941],{},[144,23940,6087],{}," — recommended",[178,23943,23944],{},"The scheduled time each provider worked",[163,23946,23947,23951],{},[178,23948,23949],{},[144,23950,6093],{},[178,23952,23953],{},"The price of each provider's services",[163,23955,23956,23960],{},[178,23957,23958],{},[144,23959,6099],{},[178,23961,23962],{},"Even split between every provider",[163,23964,23965,23969],{},[178,23966,23967],{},[144,23968,6105],{},[178,23970,23971],{},"The whole tip to the appointment's main provider",[135,23973,23974],{},"The cashier can adjust the split at checkout — this setting is the starting point, not a cage.",[149,23976,18153],{"id":18152},[135,23978,23979],{},"The policy here is the business default. A location can carry its own override using the same editor in the location's settings.",[317,23981,23982],{},[135,23983,23984],{},"There is deliberately no auto-gratuity or mandatory-tip control. The client always decides, and can always decline — the settings only shape the offer.",[149,23986,325],{"id":324},[203,23988,23990],{"id":23989},"can-i-set-a-default-tip-thats-pre-selected","Can I set a default tip that's pre-selected?",[135,23992,23993],{},"No — none of the suggestions is ever pre-selected. That's a deliberate design choice, not a missing setting.",[203,23995,23997],{"id":23996},"can-i-add-a-mandatory-service-charge-instead","Can I add a mandatory service charge instead?",[135,23999,24000],{},"Not through tips — tips are client-controlled by definition. Talk to your admin about pricing the service itself accordingly.",[203,24002,24004],{"id":24003},"who-gets-the-tip-on-a-product-only-sale","Who gets the tip on a product-only sale?",[135,24006,24007,24008,24010],{},"Whatever you chose under ",[144,24009,23899],{},": the cashier who rang the sale, or the shared house pool.",{"title":363,"searchDepth":22,"depth":22,"links":24012},[24013,24014,24015,24016],{"id":23824,"depth":22,"text":23825},{"id":23920,"depth":22,"text":23921},{"id":18152,"depth":22,"text":18153},{"id":324,"depth":22,"text":325,"children":24017},[24018,24019,24020],{"id":23989,"depth":32,"text":23990},{"id":23996,"depth":32,"text":23997},{"id":24003,"depth":32,"text":24004},"How to configure tipping in Owneli — suggested tip percentages, pre- or post-tax basis, provider splits, and tip-outs to support staff.",[24023,24024,24025,24026,24027,24028],"tip settings","suggested tip percentages","split tips between staff","tip out support staff","gratuity settings","turn off tipping",{},"\u002Fhelp\u002Fsettings\u002Ftip-policy",[1199,20622],{"title":23803,"description":24021},"help\u002Fsettings\u002Ftip-policy","6nWtjIQNKDkfFr9cfd11VwwBEI5KGwbSVDaNAf9GsR8",{"id":24036,"title":15495,"audience":7,"body":24037,"category":73,"description":24186,"draft":387,"extension":388,"icon":12929,"keywords":24187,"meta":24193,"navigation":398,"order":22905,"path":15494,"related":24194,"seo":24195,"stem":24196,"updatedAt":403,"__hash__":24197},"help\u002Fhelp\u002Fteam\u002Fsee-your-own-hours.md",{"type":132,"value":24038,"toc":24176},[24039,24044,24048,24053,24066,24070,24126,24129,24133,24140,24142,24146,24154,24158,24164,24168],[135,24040,24041,24043],{},[144,24042,3507],{}," is your personal, read-only view of your own timesheets — paid hours, days worked, break time, and (when you have any) your commission and tips for the trailing period. Every signed-in team member can open it; you only ever see your own records.",[149,24045,24047],{"id":24046},"where-do-i-see-my-worked-hours","Where do I see my worked hours?",[135,24049,5134,24050,24052],{},[144,24051,3507],{},". The page shows one week at a time — use the arrows next to the week label to move back through past weeks (you can't browse into the future).",[135,24054,24055,24056,1295,24059,5658,24062,24065],{},"At the top, three tiles summarise the week: ",[144,24057,24058],{},"Paid hours",[144,24060,24061],{},"Days worked",[144,24063,24064],{},"Break time",". Below, each day lists your clock-in and clock-out times, total break duration, and the paid hours for that day.",[149,24067,24069],{"id":24068},"what-the-status-on-each-day-means","What the status on each day means",[157,24071,24072,24080],{},[160,24073,24074],{},[163,24075,24076,24078],{},[166,24077,756],{},[166,24079,3428],{},[173,24081,24082,24091,24100,24109,24117],{},[163,24083,24084,24088],{},[178,24085,24086],{},[144,24087,6359],{},[178,24089,24090],{},"You're clocked in right now",[163,24092,24093,24097],{},[178,24094,24095],{},[144,24096,22316],{},[178,24098,24099],{},"Clocked out, not yet reviewed",[163,24101,24102,24106],{},[178,24103,24104],{},[144,24105,3457],{},[178,24107,24108],{},"A manager adjusted the entry after the fact",[163,24110,24111,24115],{},[178,24112,24113],{},[144,24114,3467],{},[178,24116,3470],{},[163,24118,24119,24123],{},[178,24120,24121],{},[144,24122,3477],{},[178,24124,24125],{},"Discarded — doesn't count",[135,24127,24128],{},"Paid hours reflect your break rules: unpaid breaks are subtracted, paid breaks aren't.",[149,24130,24132],{"id":24131},"your-earnings","Your earnings",[135,24134,24135,24136,24139],{},"If you've earned commission or tips recently, an ",[144,24137,24138],{},"Earnings"," section shows both for the trailing 30 days, plus a commission breakdown. These are the same figures your manager's payroll report is built from.",[149,24141,325],{"id":324},[203,24143,24145],{"id":24144},"my-hours-look-wrong-who-fixes-them","My hours look wrong — who fixes them?",[135,24147,24148,24149,24151,24152,212],{},"Your manager or an admin, from ",[144,24150,3294],{},". They can correct a missed punch with a manual entry or edit an existing one; the day then shows ",[144,24153,3457],{},[203,24155,24157],{"id":24156},"why-cant-i-see-anyone-elses-hours","Why can't I see anyone else's hours?",[135,24159,24160,24161,24163],{},"By design. Team-wide timesheets are a management surface; ",[144,24162,3507],{}," reads the same records scoped strictly to you.",[203,24165,24167],{"id":24166},"where-do-i-clock-in-and-out","Where do I clock in and out?",[135,24169,24170,24171,3892,24173,24175],{},"From the clock widget on ",[144,24172,726],{},[221,24174,10228],{"href":1805},". Those punches are exactly what My hours displays.",{"title":363,"searchDepth":22,"depth":22,"links":24177},[24178,24179,24180,24181],{"id":24046,"depth":22,"text":24047},{"id":24068,"depth":22,"text":24069},{"id":24131,"depth":22,"text":24132},{"id":324,"depth":22,"text":325,"children":24182},[24183,24184,24185],{"id":24144,"depth":32,"text":24145},{"id":24156,"depth":32,"text":24157},{"id":24166,"depth":32,"text":24167},"Check your own worked hours, breaks, and recent commission and tips on the My hours page — available to every staff member.",[24188,24189,24190,24191,24192],"check my hours","my worked hours","see my timesheet","my tips and commission","staff hours page",{},[3611,1805],{"title":15495,"description":24186},"help\u002Fteam\u002Fsee-your-own-hours","O2rNOOB1LT6rWkmvOpBSxqF9Reb4gGa5zENX1TpUQlA",{"id":24199,"title":24200,"audience":109,"body":24201,"category":114,"description":24359,"draft":387,"extension":388,"icon":50,"keywords":24360,"meta":24366,"navigation":398,"order":24367,"path":17681,"related":24368,"seo":24369,"stem":24370,"updatedAt":403,"__hash__":24371},"help\u002Fhelp\u002Fbook-online\u002Fgift-cards-online.md","Buy a gift card and check its balance",{"type":132,"value":24202,"toc":24344},[24203,24209,24213,24241,24245,24248,24260,24263,24312,24316,24321,24323,24327,24330,24334,24337,24341],[135,24204,24205,24206,24208],{},"Buy a gift card from the ",[144,24207,2676],{}," page on the venue's booking site — it's emailed to the recipient with your message. To check a balance, open the card's link or enter its code on the balance page; no sign-in needed.",[149,24210,24212],{"id":24211},"how-do-i-buy-a-gift-card","How do I buy a gift card?",[200,24214,24215,24219,24222,24226,24229,24231,24234,24238],{},[203,24216,24218],{"id":24217},"pick-an-amount","Pick an amount",[135,24220,24221],{},"Choose a preset or enter your own (each venue sets minimum and maximum amounts).",[203,24223,24225],{"id":24224},"add-the-recipient","Add the recipient",[135,24227,24228],{},"Their name and email, an optional personal message, and your own name and email for the receipt.",[203,24230,19116],{"id":8045},[135,24232,24233],{},"Enter your card on the secure form — the venue never sees your card number.",[203,24235,24237],{"id":24236},"its-delivered-by-email","It's delivered by email",[135,24239,24240],{},"The recipient gets the card with your message, its code, and a balance link.",[149,24242,24244],{"id":24243},"how-do-i-check-a-gift-card-balance","How do I check a gift card balance?",[135,24246,24247],{},"Two ways, neither needing an account:",[716,24249,24250,24255],{},[719,24251,24252,24254],{},[144,24253,21103],{}," that came with the card — it shows the current balance, how much has been used, and each transaction.",[719,24256,24257,24259],{},[144,24258,21526],{}," on the venue's gift-card balance page if you have the code but not the link.",[135,24261,24262],{},"The balance page also shows the card's status and any expiry date, plus a button to book a visit while there's balance to spend.",[157,24264,24265,24273],{},[160,24266,24267],{},[163,24268,24269,24271],{},[166,24270,756],{},[166,24272,3428],{},[173,24274,24275,24284,24294,24303],{},[163,24276,24277,24281],{},[178,24278,24279],{},[144,24280,6877],{},[178,24282,24283],{},"Ready to spend",[163,24285,24286,24291],{},[178,24287,24288],{},[144,24289,24290],{},"Used up",[178,24292,24293],{},"The balance has been fully spent",[163,24295,24296,24300],{},[178,24297,24298],{},[144,24299,6378],{},[178,24301,24302],{},"Past its expiry date",[163,24304,24305,24309],{},[178,24306,24307],{},[144,24308,3477],{},[178,24310,24311],{},"Cancelled by the venue",[149,24313,24315],{"id":24314},"how-do-i-spend-it","How do I spend it?",[135,24317,24318,24319,212],{},"Gift cards are redeemed at the venue when you pay — give the code (or show the balance page) at checkout. If you have a client account, cards you hold also appear in your ",[221,24320,1499],{"href":17713},[149,24322,325],{"id":324},[203,24324,24326],{"id":24325},"can-i-use-a-gift-card-to-pay-online","Can I use a gift card to pay online?",[135,24328,24329],{},"Redemption happens at the venue's checkout, with staff. Mention the card when you pay.",[203,24331,24333],{"id":24332},"the-recipient-didnt-get-the-email-what-now","The recipient didn't get the email — what now?",[135,24335,24336],{},"Check their spam folder first, then contact the venue — they can resend it.",[203,24338,24340],{"id":24339},"can-i-check-a-balance-without-the-link","Can I check a balance without the link?",[135,24342,24343],{},"Yes — the venue's balance page takes just the code printed with the card.",{"title":363,"searchDepth":22,"depth":22,"links":24345},[24346,24352,24353,24354],{"id":24211,"depth":22,"text":24212,"children":24347},[24348,24349,24350,24351],{"id":24217,"depth":32,"text":24218},{"id":24224,"depth":32,"text":24225},{"id":8045,"depth":32,"text":19116},{"id":24236,"depth":32,"text":24237},{"id":24243,"depth":22,"text":24244},{"id":24314,"depth":22,"text":24315},{"id":324,"depth":22,"text":325,"children":24355},[24356,24357,24358],{"id":24325,"depth":32,"text":24326},{"id":24332,"depth":32,"text":24333},{"id":24339,"depth":32,"text":24340},"Buy a salon or clinic gift card online, check any card's balance instantly with its link or code, and spend it at the venue when you pay your bill.",[24361,24362,24363,24364,24365],"buy gift card salon","check gift card balance","gift card code balance","spa gift card online","use gift card at salon",{},90,[590,17713],{"title":24200,"description":24359},"help\u002Fbook-online\u002Fgift-cards-online","6L07eC85yRG_fzdbOpkgnIx2yQLcxcGlwyWWAOhGsF4",{"id":24373,"title":24374,"audience":7,"body":24375,"category":23,"description":24549,"draft":387,"extension":388,"icon":24550,"keywords":24551,"meta":24557,"navigation":398,"order":24367,"path":22999,"related":24558,"seo":24559,"stem":24560,"updatedAt":403,"__hash__":24561},"help\u002Fhelp\u002Fcalendar\u002Fassign-rooms-and-equipment.md","Assign rooms and equipment to a booking",{"type":132,"value":24376,"toc":24534},[24377,24387,24391,24432,24436,24482,24489,24493,24496,24501,24503,24507,24510,24514,24517,24521,24527,24531],[135,24378,24379,24380,24382,24383,24386],{},"Rooms and equipment are ",[144,24381,3102],{},": set them up once under ",[144,24384,24385],{},"Operations → Resources",", attach them to the services that need them, and every booking reserves a free one automatically. When nothing is free, the booking is blocked — two clients can't share one laser.",[149,24388,24390],{"id":24389},"how-do-rooms-and-equipment-get-onto-a-booking","How do rooms and equipment get onto a booking?",[200,24392,24393,24397,24410,24414,24420,24422],{},[203,24394,24396],{"id":24395},"create-your-resources","Create your resources",[135,24398,20531,24399,24401,24402,24405,24406,24409],{},[144,24400,3103],{}," page, press ",[144,24403,24404],{},"New resource"," and choose a kind — room or equipment. Identical units are pooled: ",[144,24407,24408],{},"Add a unit"," raises how many can be booked at the same time (three IPL handpieces = one resource, three units).",[203,24411,24413],{"id":24412},"attach-them-to-services","Attach them to services",[135,24415,24416,24417,24419],{},"Open a service and its ",[144,24418,3103],{}," tab. Mark whether the service needs a room, and which equipment types it consumes. The requirement is by type — \"any free treatment bay\" — not a specific unit.",[203,24421,11056],{"id":11055},[135,24423,24424,24425,24428,24429,24431],{},"In the booking panel, the ",[144,24426,24427],{},"Room"," field is auto-assigned to a free room — \"Change it if you prefer another\"; only rooms actually free for that exact slot are offered. Required ",[144,24430,2164],{}," shows as chips, reserved automatically, with an \"in use\" marker when a unit is busy elsewhere.",[149,24433,24435],{"id":24434},"conflicts-block-they-dont-warn","Conflicts block — they don't warn",[157,24437,24438,24446],{},[160,24439,24440],{},[163,24441,24442,24444],{},[166,24443,8528],{},[166,24445,1939],{},[173,24447,24448,24456,24464,24474],{},[163,24449,24450,24453],{},[178,24451,24452],{},"No room free for the chosen slot",[178,24454,24455],{},"The booking can't be saved: \"No room is free for this time — pick another slot\"",[163,24457,24458,24461],{},[178,24459,24460],{},"Equipment taken at that time",[178,24462,24463],{},"Same — the reservation is enforced when the booking saves, so a race between two desks can't double-book a machine",[163,24465,24466,24471],{},[178,24467,733,24468,24470],{},[221,24469,12113],{"href":12240}," occurrence has no free resource",[178,24472,24473],{},"That occurrence is skipped and counted in the booking summary",[163,24475,24476,24479],{},[178,24477,24478],{},"A group booking can't seat every guest's resources",[178,24480,24481],{},"The whole party is refused rather than partially booked",[135,24483,24484,24485,24488],{},"Resource conflicts block even when ",[221,24486,24487],{"href":8586},"double-booking is allowed"," — that setting relaxes provider time only, never physical capacity.",[149,24490,24492],{"id":24491},"seeing-rooms-on-the-calendar","Seeing rooms on the calendar",[135,24494,24495],{},"Resources can be shown as their own calendar columns. An appointment then appears in both its provider's column and its room's column; the room-column copy is read-only — drag the provider-column block to move the visit.",[530,24497,24498],{},[135,24499,24500],{},"Reducing a resource's units while future bookings still hold them warns you and leaves the affected units in place until you reassign or cancel those appointments — capacity never disappears out from under a booked client.",[149,24502,325],{"id":324},[203,24504,24506],{"id":24505},"why-cant-i-pick-the-room-i-want","Why can't I pick the room I want?",[135,24508,24509],{},"The list only offers rooms free for the exact slot, provider and duration selected. Change the time and the list re-checks.",[203,24511,24513],{"id":24512},"can-i-book-a-service-without-its-required-room","Can I book a service without its required room?",[135,24515,24516],{},"No — a required resource with nothing free disables the booking. Pick another slot, or add units to the resource if you genuinely have more capacity.",[203,24518,24520],{"id":24519},"how-do-i-take-a-room-out-of-service-for-renovation","How do I take a room out of service for renovation?",[135,24522,24523,24524,24526],{},"Pause or archive it on the ",[144,24525,3103],{}," page. Paused resources stop being offered to new bookings.",[203,24528,24530],{"id":24529},"do-resources-affect-online-booking","Do resources affect online booking?",[135,24532,24533],{},"Yes — public availability only offers slots where the service's required room and equipment are free, so online clients can't book capacity you don't have.",{"title":363,"searchDepth":22,"depth":22,"links":24535},[24536,24541,24542,24543],{"id":24389,"depth":22,"text":24390,"children":24537},[24538,24539,24540],{"id":24395,"depth":32,"text":24396},{"id":24412,"depth":32,"text":24413},{"id":11055,"depth":32,"text":11056},{"id":24434,"depth":22,"text":24435},{"id":24491,"depth":22,"text":24492},{"id":324,"depth":22,"text":325,"children":24544},[24545,24546,24547,24548],{"id":24505,"depth":32,"text":24506},{"id":24512,"depth":32,"text":24513},{"id":24519,"depth":32,"text":24520},{"id":24529,"depth":32,"text":24530},"Set up rooms and machines as resources, attach them to services, and let bookings reserve a free one automatically — with real conflict blocking.","i-lucide-door-open",[24552,24553,24554,24555,24556],"assign room to appointment","equipment double booked","treatment room scheduling","no room free for this time","add resources rooms equipment",{},[914,8586,3237],{"title":24374,"description":24549},"help\u002Fcalendar\u002Fassign-rooms-and-equipment","jcAjD1roChKKNdCU-ahLZdLj4xK_K2j0ScU1J-VWAME",{"id":24563,"title":24564,"audience":7,"body":24565,"category":33,"description":24755,"draft":387,"extension":388,"icon":24756,"keywords":24757,"meta":24763,"navigation":398,"order":24367,"path":23204,"related":24764,"seo":24766,"stem":24767,"updatedAt":403,"__hash__":24768},"help\u002Fhelp\u002Fcheckout\u002Fsend-a-pay-by-link.md","Send a pay-by-link so the client pays on their phone",{"type":132,"value":24566,"toc":24740},[24567,24577,24581,24620,24622,24639,24686,24690,24697,24702,24704,24708,24714,24718,24721,24725,24730,24734],[135,24568,24569,24570,24572,24573,24576],{},"Choose the ",[144,24571,1104],{}," tender, enter the client's mobile or email, and press ",[144,24574,24575],{},"Send link",". The client opens a secure page, optionally adds a tip, enters their own card, and the sale closes itself on your screen — you never see or type their card number.",[149,24578,24580],{"id":24579},"how-do-i-send-a-payment-link","How do I send a payment link?",[200,24582,24583,24587,24593,24597,24612,24615],{},[203,24584,24586],{"id":24585},"pick-self-checkout","Pick Self checkout",[135,24588,24589,24590,24592],{},"On the payment step, choose ",[144,24591,1104],{},". It's offered when the sale has a client attached, a balance to collect, and a connected payment processor.",[203,24594,24596],{"id":24595},"choose-text-or-email","Choose Text or Email",[135,24598,24599,24600,7160,24602,24604,24605,7160,24608,24611],{},"Toggle ",[144,24601,8725],{},[144,24603,8020],{}," and fill in the ",[144,24606,24607],{},"Mobile number",[144,24609,24610],{},"Email address"," — pre-filled from the client record, and anything you type here is saved to a client who had no contact details yet.",[203,24613,24575],{"id":24614},"send-link",[135,24616,209,24617,24619],{},[144,24618,24575],{},". The client gets \"click here to securely pay\" with your business name, and your screen switches to a waiting view: \"This screen updates itself the moment they pay — no need to refresh.\"",[149,24621,6666],{"id":6665},[135,24623,24624,24625,24628,24629,24632,24633,24635,24636,24638],{},"A branded ",[144,24626,24627],{},"Secure checkout"," page with the itemised sale, taxes and total. If the sale includes services, they're offered a tip for their provider — preset percentages or ",[144,24630,24631],{},"Set a custom tip",", entirely optional. They enter their card and press ",[144,24634,19116],{},". Cards are handled by the payment processor; the card is also saved to their file for future ",[144,24637,1024],{}," payments.",[157,24640,24641,24649],{},[160,24642,24643],{},[163,24644,24645,24647],{},[166,24646,23356],{},[166,24648,16331],{},[173,24650,24651,24659,24667,24675],{},[163,24652,24653,24656],{},[178,24654,24655],{},"Link life",[178,24657,24658],{},"24 hours, then it expires",[163,24660,24661,24664],{},[178,24662,24663],{},"One at a time",[178,24665,24666],{},"A sale can only have one live link — cancel it before sending another",[163,24668,24669,24672],{},[178,24670,24671],{},"Waiting timeout",[178,24673,24674],{},"Your screen polls for 15 minutes, then returns to the send form (the link itself stays valid)",[163,24676,24677,24680],{},[178,24678,24679],{},"Tender on the receipt",[178,24681,24682,24683],{},"Shows as ",[144,24684,24685],{},"Payment link",[149,24687,24689],{"id":24688},"cancelling-a-link","Cancelling a link",[135,24691,24692,24693,24696],{},"On the waiting screen, open ",[144,24694,24695],{},"Options → Cancel card payment",". The client's page immediately stops accepting payment.",[530,24698,24699],{},[135,24700,24701],{},"If the client already paid — or their payment is mid-flight — the cancel is refused and the sale completes: \"Client already paid — the sale has been completed. Refund from the receipt if needed.\" Money is never dropped or silently kept.",[149,24703,325],{"id":324},[203,24705,24707],{"id":24706},"the-client-paid-but-my-screen-didnt-update-is-the-money-lost","The client paid but my screen didn't update — is the money lost?",[135,24709,24710,24711,24713],{},"No. The payment settles server-side regardless of your screen; check ",[144,24712,23178],{}," for the closed sale. Even a payment that lands after the link expired is honoured.",[203,24715,24717],{"id":24716},"can-i-lower-the-price-after-sending-the-link","Can I lower the price after sending the link?",[135,24719,24720],{},"If the sale total drops after sending, the difference is automatically refunded to the client's card — they're never charged more than the sale is worth. Cleaner: cancel the link, adjust the cart, and send a fresh one.",[203,24722,24724],{"id":24723},"why-is-self-checkout-not-in-my-tender-list","Why is Self checkout not in my tender list?",[135,24726,24727,24728,212],{},"The sale needs a client attached, a balance greater than zero, and card payments connected under ",[144,24729,9921],{},[203,24731,24733],{"id":24732},"does-the-link-work-for-a-deposit-or-an-unpaid-balance","Does the link work for a deposit or an unpaid balance?",[135,24735,24736,24737,212],{},"It collects whatever the sale currently owes — so yes, reopen an unpaid sale and send a link for the balance. See ",[221,24738,24739],{"href":21626},"Split a sale or leave a balance due",{"title":363,"searchDepth":22,"depth":22,"links":24741},[24742,24747,24748,24749],{"id":24579,"depth":22,"text":24580,"children":24743},[24744,24745,24746],{"id":24585,"depth":32,"text":24586},{"id":24595,"depth":32,"text":24596},{"id":24614,"depth":32,"text":24575},{"id":6665,"depth":22,"text":6666},{"id":24688,"depth":22,"text":24689},{"id":324,"depth":22,"text":325,"children":24750},[24751,24752,24753,24754],{"id":24706,"depth":32,"text":24707},{"id":24716,"depth":32,"text":24717},{"id":24723,"depth":32,"text":24724},{"id":24732,"depth":32,"text":24733},"Text or email a secure self-checkout link — the client enters their own card, can add a tip, and the sale closes itself at the till.","i-lucide-smartphone-nfc",[24758,24759,24760,24761,19162,24762],"send payment link to client","pay by link text message","self checkout salon pos","client pays on their phone","cancel a payment link",{},[1197,24765,21626],"\u002Fhelp\u002Fcheckout\u002Fsave-a-card-on-file",{"title":24564,"description":24755},"help\u002Fcheckout\u002Fsend-a-pay-by-link","rQZ7vB3dSfREiru8MXxgPEWPXuixS_eUEqiY2s_h6XY",{"id":24770,"title":24771,"audience":109,"body":24772,"category":124,"description":24858,"draft":387,"extension":388,"icon":13324,"keywords":24859,"meta":24865,"navigation":398,"order":24367,"path":24866,"related":24867,"seo":24868,"stem":24869,"updatedAt":403,"__hash__":24870},"help\u002Fhelp\u002Fportal\u002Fmessages.md","Message your salon or clinic",{"type":132,"value":24773,"toc":24850},[24774,24779,24783,24816,24821,24823,24827,24833,24837,24840,24844],[135,24775,14345,24776,24778],{},[144,24777,1429],{}," — one conversation with your venue, like any messaging app. Type in the box at the bottom and send. It's free and uses the internet, not your text-message plan.",[149,24780,24782],{"id":24781},"how-does-messaging-the-venue-work","How does messaging the venue work?",[716,24784,24785,24791,24801,24807],{},[719,24786,24787,24790],{},[144,24788,24789],{},"Replies appear live."," No refreshing — a reply shows up the moment it's sent.",[719,24792,24793,24796,24797,24800],{},[144,24794,24795],{},"Read receipts."," Your latest message shows ",[144,24798,24799],{},"Read"," once someone at the venue has seen it.",[719,24802,24803,24806],{},[144,24804,24805],{},"They may answer by text."," The venue can reply here or by SMS to your phone; either way it's the same conversation with the same people.",[719,24808,24809,24812,24813,24815],{},[144,24810,24811],{},"One venue at a time."," If you use your account with more than one business, you're messaging whichever venue is active — switch in ",[144,24814,2646],{}," to message a different one.",[276,24817,24818],{},[135,24819,24820],{},"For anything urgent — running late for an appointment starting soon, a same-day cancellation — phone the venue instead. Messages are answered when someone is at the desk, not necessarily right away.",[149,24822,325],{"id":324},[203,24824,24826],{"id":24825},"why-hasnt-the-venue-replied","Why hasn't the venue replied?",[135,24828,24829,24830,24832],{},"Messages are read by staff during working hours. If your message shows ",[144,24831,24799],{},", it's been seen; if it's time-sensitive, call.",[203,24834,24836],{"id":24835},"does-messaging-cost-me-anything","Does messaging cost me anything?",[135,24838,24839],{},"No. It runs over the internet from your account. (If the venue replies by SMS, receiving texts is covered by your normal phone plan.)",[203,24841,24843],{"id":24842},"can-i-cancel-an-appointment-by-message","Can I cancel an appointment by message?",[135,24845,24846,24847,212],{},"You can ask, but a message isn't confirmed until staff act on it. For a guaranteed change, use ",[221,24848,24849],{"href":11089},"Reschedule or Cancel on the appointment itself",{"title":363,"searchDepth":22,"depth":22,"links":24851},[24852,24853],{"id":24781,"depth":22,"text":24782},{"id":324,"depth":22,"text":325,"children":24854},[24855,24856,24857],{"id":24825,"depth":32,"text":24826},{"id":24835,"depth":32,"text":24836},{"id":24842,"depth":32,"text":24843},"Send and receive messages with your salon or clinic from your online account — free to use, live replies, read receipts, and when to phone instead.",[24860,24861,24862,24863,24864],"message my salon","contact my clinic online","chat with salon","reply to salon text","has my message been read",{},"\u002Fhelp\u002Fportal\u002Fmessages",[2720],{"title":24771,"description":24858},"help\u002Fportal\u002Fmessages","Y2XeZKSiThpTE79qZOF6LVUo0op7Db1TLD_wVbaGZz4",{"id":24872,"title":24873,"audience":7,"body":24874,"category":53,"description":25039,"draft":387,"extension":388,"icon":25040,"keywords":25041,"meta":25046,"navigation":398,"order":24367,"path":22430,"related":25047,"seo":25048,"stem":25049,"updatedAt":403,"__hash__":25050},"help\u002Fhelp\u002Fretail\u002Freorder-low-stock.md","Reorder low stock",{"type":132,"value":24875,"toc":25026},[24876,24890,24893,24897,24948,24951,24955,24987,25000,25002,25006,25009,25013,25016,25020],[135,24877,24878,24879,24882,24883,24885,24886,24889],{},"The reorder screen (",[139,24880,24881],{},"\u002Finventory\u002Freorder",") lists every product at or below its ",[144,24884,17761],{},", grouped by preferred vendor with a suggested quantity and estimated cost. ",[144,24887,24888],{},"Draft PO"," turns a vendor's whole bucket into a draft purchase order in one click.",[135,24891,24892],{},"You need purchasing management access. The screen only shows products that have a reorder point set.",[149,24894,24896],{"id":24895},"how-does-owneli-decide-what-needs-reordering","How does Owneli decide what needs reordering?",[157,24898,24899,24911],{},[160,24900,24901],{},[163,24902,24903,24906,24909],{},[166,24904,24905],{},"Input",[166,24907,24908],{},"Where it's set",[166,24910,494],{},[173,24912,24913,24925,24936],{},[163,24914,24915,24919,24922],{},[178,24916,24917],{},[144,24918,14583],{},[178,24920,24921],{},"On the product",[178,24923,24924],{},"The product appears here when stock is at or below this level",[163,24926,24927,24931,24933],{},[178,24928,24929],{},[144,24930,14587],{},[178,24932,24921],{},[178,24934,24935],{},"The suggested order size; if unset, the suggestion is what's needed to get back above the reorder point",[163,24937,24938,24943,24945],{},[178,24939,24940],{},[144,24941,24942],{},"Preferred vendor",[178,24944,24921],{},[178,24946,24947],{},"Which bucket the product lands in, with the vendor's lead time shown",[135,24949,24950],{},"Stock already on order counts: a product with enough inbound quantity on open purchase orders is not suggested again, so you don't double-order.",[149,24952,24954],{"id":24953},"draft-a-purchase-order-from-suggestions","Draft a purchase order from suggestions",[200,24956,24957,24961,24970,24974,24977,24981],{},[203,24958,24960],{"id":24959},"open-the-reorder-screen","Open the reorder screen",[135,24962,9149,24963,24965,24966,24969],{},[144,24964,16254],{},", open ",[144,24967,24968],{},"Reorder"," — or go straight to the low-stock view when the products list flags items below threshold.",[203,24971,24973],{"id":24972},"review-each-vendors-bucket","Review each vendor's bucket",[135,24975,24976],{},"Each section shows the vendor, item count, lead time, and an estimated total. Per line: current stock against the reorder point, the suggested order quantity, and the estimated line cost.",[203,24978,24980],{"id":24979},"click-draft-po","Click Draft PO",[135,24982,24983,24984,212],{},"A draft purchase order is created for that vendor with all suggested lines, and you land on it to adjust quantities, then send it — see ",[221,24985,24986],{"href":14863},"Purchase orders and vendors",[276,24988,24989],{},[135,24990,24991,24992,24995,24996,24999],{},"Products with no preferred vendor collect in an ",[144,24993,24994],{},"Unassigned"," bucket that can't be turned into a PO. Use ",[144,24997,24998],{},"Assign vendor"," on the line to jump straight into that product's editor, set the vendor, and come back.",[149,25001,325],{"id":324},[203,25003,25005],{"id":25004},"why-isnt-a-low-product-showing-here","Why isn't a low product showing here?",[135,25007,25008],{},"Either it has no reorder point set, or its stock plus what's already inbound on an open PO puts it above the threshold.",[203,25010,25012],{"id":25011},"are-the-totals-exact","Are the totals exact?",[135,25014,25015],{},"They're estimates from each product's recorded cost. Lines with no cost show a dash and are excluded from the estimate — the real total is settled on the purchase order.",[203,25017,25019],{"id":25018},"can-it-order-automatically","Can it order automatically?",[135,25021,25022,25023,25025],{},"No. Suggestions become orders only when you click ",[144,25024,24888],{},", and even then the PO is a draft you review before sending.",{"title":363,"searchDepth":22,"depth":22,"links":25027},[25028,25029,25034],{"id":24895,"depth":22,"text":24896},{"id":24953,"depth":22,"text":24954,"children":25030},[25031,25032,25033],{"id":24959,"depth":32,"text":24960},{"id":24972,"depth":32,"text":24973},{"id":24979,"depth":32,"text":24980},{"id":324,"depth":22,"text":325,"children":25035},[25036,25037,25038],{"id":25004,"depth":32,"text":25005},{"id":25011,"depth":32,"text":25012},{"id":25018,"depth":32,"text":25019},"See every product at or below its reorder point, grouped by vendor, and draft a purchase order per vendor in one click.","i-lucide-package-plus",[25042,17761,25043,25044,25045],"reorder low stock","low stock suggestions","draft purchase order from low stock","restock products",{},[14863,14861,22427],{"title":24873,"description":25039},"help\u002Fretail\u002Freorder-low-stock","6RYG4pzIPWUMOCkU1tDxgshNYcy1kFmgRT9zdwPiqKg",{"id":25052,"title":25053,"audience":7,"body":25054,"category":93,"description":25198,"draft":387,"extension":388,"icon":15536,"keywords":25199,"meta":25206,"navigation":398,"order":24367,"path":25207,"related":25208,"seo":25209,"stem":25210,"updatedAt":403,"__hash__":25211},"help\u002Fhelp\u002Fsettings\u002Ftax-rates.md","Set up tax rates",{"type":132,"value":25055,"toc":25184},[25056,25063,25067,25088,25093,25097,25103,25142,25145,25149,25152,25157,25159,25163,25170,25174,25177,25181],[135,25057,25058,25059,25062],{},"Create named tax rates once at ",[144,25060,25061],{},"Settings → Payments → Tax rates"," (admins only), then set which rate applies to services and which to products by default. A rate can be simple (\"HST — 13%\") or composite (\"GST 5% + PST 7%\") with each component reported under its own label.",[149,25064,25066],{"id":25065},"how-do-i-create-a-tax-rate","How do I create a tax rate?",[200,25068,25069,25073,25076,25080,25083,25085],{},[203,25070,25072],{"id":25071},"add-a-rate","Add a rate",[135,25074,25075],{},"Click the add button and name it the way your team knows it — \"HST\", \"Sales tax\", \"GST + PST\".",[203,25077,25079],{"id":25078},"add-its-components","Add its components",[135,25081,25082],{},"Each component has a label and a percentage. One component makes a simple rate; several make a composite rate, and the editor shows the running total.",[203,25084,4705],{"id":4704},[135,25086,25087],{},"The rate appears in the list with its total percentage and, for composite rates, the breakdown.",[276,25089,25090],{},[135,25091,25092],{},"Composite rates aren't cosmetic — each component is tracked under its own label on receipts and in reporting, so a jurisdiction that wants GST and PST reported separately gets clean numbers.",[149,25094,25096],{"id":25095},"how-do-i-set-the-default-tax-for-services-and-products","How do I set the default tax for services and products?",[135,25098,4213,25099,25102],{},[144,25100,25101],{},"Defaults"," on the tax-rates page:",[157,25104,25105,25116],{},[160,25106,25107],{},[163,25108,25109,25111,25113],{},[166,25110,10429],{},[166,25112,15310],{},[166,25114,25115],{},"Can be \"No tax\"?",[173,25117,25118,25130],{},[163,25119,25120,25125,25128],{},[178,25121,25122],{},[144,25123,25124],{},"Default service tax",[178,25126,25127],{},"Services at checkout",[178,25129,22503],{},[163,25131,25132,25137,25140],{},[178,25133,25134],{},[144,25135,25136],{},"Default product tax",[178,25138,25139],{},"Retail products",[178,25141,22503],{},[135,25143,25144],{},"They're separate because many regions tax services and goods differently.",[149,25146,25148],{"id":25147},"editing-and-removing-rates","Editing and removing rates",[135,25150,25151],{},"Edit a rate any time — the change applies to future sales. Removing a rate asks for confirmation first.",[317,25153,25154],{},[135,25155,25156],{},"Past sales keep the tax they were charged: each sale line records its tax percentage when rung up, so editing a rate never rewrites history.",[149,25158,325],{"id":324},[203,25160,25162],{"id":25161},"do-i-need-a-tax-rate-before-i-can-sell","Do I need a tax rate before I can sell?",[135,25164,25165,25166,25169],{},"No — defaults can be ",[144,25167,25168],{},"No tax",". But set them up before opening if you charge tax, or every early sale will need fixing by hand.",[203,25171,25173],{"id":25172},"can-different-locations-have-different-tax-rates","Can different locations have different tax rates?",[135,25175,25176],{},"Rates are defined business-wide. ",[203,25178,25180],{"id":25179},"where-does-the-tax-show-up","Where does the tax show up?",[135,25182,25183],{},"Itemised on the receipt at checkout and in your finance reports, broken down by component for composite rates.",{"title":363,"searchDepth":22,"depth":22,"links":25185},[25186,25191,25192,25193],{"id":25065,"depth":22,"text":25066,"children":25187},[25188,25189,25190],{"id":25071,"depth":32,"text":25072},{"id":25078,"depth":32,"text":25079},{"id":4704,"depth":32,"text":4705},{"id":25095,"depth":22,"text":25096},{"id":25147,"depth":22,"text":25148},{"id":324,"depth":22,"text":325,"children":25194},[25195,25196,25197],{"id":25161,"depth":32,"text":25162},{"id":25172,"depth":32,"text":25173},{"id":25179,"depth":32,"text":25180},"How to create tax rates in Owneli — simple or composite (GST + PST), and how to set the default tax applied to services and products.",[25200,25201,25202,25203,25204,25205],"set up sales tax","tax rates","gst pst hst","composite tax rate","default tax on services","vat settings",{},"\u002Fhelp\u002Fsettings\u002Ftax-rates",[1197,3237],{"title":25053,"description":25198},"help\u002Fsettings\u002Ftax-rates","YCc-ZbfYB9tFRvem2gNK4r9NumhQN_vcwMaTEDXj2Pc",{"id":25213,"title":25214,"audience":109,"body":25215,"category":114,"description":25356,"draft":387,"extension":388,"icon":20330,"keywords":25357,"meta":25363,"navigation":398,"order":25364,"path":25365,"related":25366,"seo":25367,"stem":25368,"updatedAt":403,"__hash__":25369},"help\u002Fhelp\u002Fbook-online\u002Fbuy-a-membership-or-package.md","Buy a membership or package online",{"type":132,"value":25216,"toc":25342},[25217,25224,25228,25274,25278,25299,25306,25310,25313,25315,25319,25328,25332,25335,25339],[135,25218,5134,25219,7160,25221,25223],{},[144,25220,2608],{},[144,25222,7319],{}," on the venue's booking site, pick a plan, enter your details, accept the terms, and pay — you enter the card yourself, and for a membership that card becomes the one your renewals bill against.",[149,25225,25227],{"id":25226},"whats-the-difference-between-a-membership-and-a-package","What's the difference between a membership and a package?",[157,25229,25230,25240],{},[160,25231,25232],{},[163,25233,25234,25236,25238],{},[166,25235],{},[166,25237,1094],{},[166,25239,1084],{},[173,25241,25242,25252,25263],{},[163,25243,25244,25246,25249],{},[178,25245,7454],{},[178,25247,25248],{},"Recurring — monthly, quarterly, or yearly",[178,25250,25251],{},"One-off, paid up front",[163,25253,25254,25257,25260],{},[178,25255,25256],{},"What you get",[178,25258,25259],{},"Sessions each period, or a top-up balance to spend like credit",[178,25261,25262],{},"A set number of sessions, often at a saving",[163,25264,25265,25268,25271],{},[178,25266,25267],{},"Ends",[178,25269,25270],{},"When you cancel (some plans have a minimum commitment)",[178,25272,25273],{},"When sessions run out or the validity window closes",[149,25275,25277],{"id":25276},"how-do-i-buy-one","How do I buy one?",[200,25279,25280,25284,25287,25291,25294,25296],{},[203,25281,25283],{"id":25282},"pick-a-plan","Pick a plan",[135,25285,25286],{},"Each card shows the price, what's included, and — for memberships — the billing interval, any minimum commitment, early-exit fee, and the plan's terms.",[203,25288,25290],{"id":25289},"enter-your-details-and-accept-the-terms","Enter your details and accept the terms",[135,25292,25293],{},"Name, email, phone, and a tick to accept.",[203,25295,19116],{"id":8045},[135,25297,25298],{},"Enter your card on the secure form — the venue never sees the number. A membership bills its renewals to this card.",[135,25300,25301,25302,25305],{},"Afterwards you can track usage, pause, or cancel from your client account — see ",[221,25303,25304],{"href":17715},"Your membership",". Sessions are counted automatically as you visit.",[149,25307,25309],{"id":25308},"how-do-i-claim-a-gifted-membership","How do I claim a gifted membership?",[135,25311,25312],{},"If someone gifts you a membership, you get a private claim link showing the plan, who it's from, and their message. Enter your name and email and claim it — the plan attaches to you, not the buyer.",[149,25314,325],{"id":324},[203,25316,25318],{"id":25317},"when-am-i-billed-next","When am I billed next?",[135,25320,25321,25322,25325,25326,212],{},"Your plan card in ",[221,25323,25324],{"href":17715},"your account"," shows the next charge — date and amount. A plan you've cancelled shows ",[144,25327,20216],{},[203,25329,25331],{"id":25330},"can-i-cancel-whenever-i-want","Can I cancel whenever I want?",[135,25333,25334],{},"You can cancel from your account at any time; access runs to the end of the paid period. Plans with a minimum commitment or early-exit fee say so on the plan card before you buy.",[203,25336,25338],{"id":25337},"the-claim-link-says-already-claimed-or-cancelled-what-now","The claim link says already claimed or cancelled — what now?",[135,25340,25341],{},"Contact the venue; the page shows their details. Claim links work once.",{"title":363,"searchDepth":22,"depth":22,"links":25343},[25344,25345,25350,25351],{"id":25226,"depth":22,"text":25227},{"id":25276,"depth":22,"text":25277,"children":25346},[25347,25348,25349],{"id":25282,"depth":32,"text":25283},{"id":25289,"depth":32,"text":25290},{"id":8045,"depth":32,"text":19116},{"id":25308,"depth":22,"text":25309},{"id":324,"depth":22,"text":325,"children":25352},[25353,25354,25355],{"id":25317,"depth":32,"text":25318},{"id":25330,"depth":32,"text":25331},{"id":25337,"depth":32,"text":25338},"Join a recurring membership or buy a session package from your venue's booking site, and claim a membership someone gifted you — step by step.",[25358,25359,25360,25361,25362],"buy salon membership online","buy a package of sessions","membership plan spa","claim gifted membership","membership terms commitment",{},100,"\u002Fhelp\u002Fbook-online\u002Fbuy-a-membership-or-package",[17715,17681],{"title":25214,"description":25356},"help\u002Fbook-online\u002Fbuy-a-membership-or-package","1yptKT-pCMWUO_wcOziGvT8RyYNTMSuIR2En88jK2Ss",{"id":25371,"title":25372,"audience":7,"body":25373,"category":23,"description":25606,"draft":387,"extension":388,"icon":25607,"keywords":25608,"meta":25615,"navigation":398,"order":25364,"path":19245,"related":25616,"seo":25617,"stem":25618,"updatedAt":403,"__hash__":25619},"help\u002Fhelp\u002Fcalendar\u002Fappointment-reminders.md","Set up appointment reminders",{"type":132,"value":25374,"toc":25588},[25375,25388,25392,25395,25446,25449,25453,25496,25500,25517,25521,25524,25529,25533,25542,25544,25548,25554,25558,25567,25571,25577,25581],[135,25376,25377,25378,14149,25380,10000,25382,25384,25385,25387],{},"Owneli sends up to three automatic reminders before every appointment — a ",[144,25379,10438],{},[144,25381,10448],{},[144,25383,10460],{}," — each switched on, re-timed, and given an SMS channel independently under ",[144,25386,10400],{},". Nothing is sent by hand.",[149,25389,25391],{"id":25390},"how-do-appointment-reminders-work","How do appointment reminders work?",[135,25393,25394],{},"When a booking is made, Owneli schedules one email per enabled reminder at the configured offset before the start time. A background job sends them every few minutes, re-checking at send time that the automation is still on. Reminder emails include a calendar attachment the client can add to their phone.",[157,25396,25397,25410],{},[160,25398,25399],{},[163,25400,25401,25404,25407],{},[166,25402,25403],{},"Reminder",[166,25405,25406],{},"Default timing",[166,25408,25409],{},"Adjustable?",[173,25411,25412,25424,25435],{},[163,25413,25414,25418,25421],{},[178,25415,25416],{},[144,25417,10438],{},[178,25419,25420],{},"48 hours before",[178,25422,25423],{},"Yes — 1 to 720 hours",[163,25425,25426,25430,25433],{},[178,25427,25428],{},[144,25429,10448],{},[178,25431,25432],{},"24 hours before",[178,25434,22503],{},[163,25436,25437,25441,25444],{},[178,25438,25439],{},[144,25440,10460],{},[178,25442,25443],{},"3 hours before",[178,25445,22503],{},[135,25447,25448],{},"A reminder whose send time has already passed when the booking is made is simply skipped — a same-day booking doesn't get a 48-hour reminder.",[149,25450,25452],{"id":25451},"change-whats-sent","Change what's sent",[200,25454,25455,25459,25467,25471,25478,25482,25489,25493],{},[203,25456,25458],{"id":25457},"open-automations","Open Automations",[135,25460,4678,25461,25463,25464,25466],{},[144,25462,10400],{}," and find the ",[144,25465,10414],{}," group. Each reminder card shows its channels and how many were sent in the last 30 days.",[203,25468,25470],{"id":25469},"open-a-reminder","Open a reminder",[135,25472,25473,25474,25477],{},"Click it to edit. ",[144,25475,25476],{},"Send this many hours before the appointment"," sets the timing — for example, 24 for a day-ahead reminder or 3 for a same-day nudge.",[203,25479,25481],{"id":25480},"add-sms-if-you-use-it","Add SMS if you use it",[135,25483,25484,25485,25488],{},"Tick ",[144,25486,25487],{},"Also send by SMS",". Email is always sent; SMS requires SMS to be set up for your business, and only fires after the email sends successfully.",[203,25490,25492],{"id":25491},"edit-the-message","Edit the message",[135,25494,25495],{},"The message content is editable on the same page. Save, and every future send uses the new version.",[149,25497,25499],{"id":25498},"override-reminders-for-one-booking","Override reminders for one booking",[135,25501,25502,25503,25505,25506,25508,25509,25512,25513,25516],{},"Open the appointment, then the ",[144,25504,19874],{}," menu → ",[144,25507,10393],{},". The ",[144,25510,25511],{},"Appointment automations"," panel is scoped to this booking only — turn a reminder off for one visit without touching your defaults, and ",[144,25514,25515],{},"Reset to default"," puts it back.",[149,25518,25520],{"id":25519},"quiet-hours-and-consent","Quiet hours and consent",[135,25522,25523],{},"A reminder that would land overnight is held until your quiet-hours window reopens (never later than the appointment itself). Reminders are transactional, so they don't need marketing consent — but a client who has texted STOP will not receive the SMS.",[276,25525,25526],{},[135,25527,25528],{},"Rescheduling an appointment automatically re-arms its reminders against the new time — even if you chose not to notify the client about the move.",[149,25530,25532],{"id":25531},"see-what-went-out","See what went out",[135,25534,25535,25536,25505,25538,25541],{},"Open the appointment's ",[144,25537,19874],{},[144,25539,25540],{},"View activity"," for the appointment's audit trail of lifecycle events.",[149,25543,325],{"id":324},[203,25545,25547],{"id":25546},"why-didnt-my-client-get-the-sms-reminder","Why didn't my client get the SMS reminder?",[135,25549,25550,25551,25553],{},"Check, in order: SMS is set up for your business, ",[144,25552,25487],{}," is on for that reminder, the client hasn't replied STOP, and their phone number is a valid mobile. The SMS also only goes out after the email for the same reminder sends.",[203,25555,25557],{"id":25556},"can-i-turn-off-reminders-for-just-one-client-visit","Can I turn off reminders for just one client visit?",[135,25559,25560,25561,25563,25564,25566],{},"Yes — open the appointment, ",[144,25562,19874],{}," → ",[144,25565,10393],{},", and switch the reminder off for that booking only.",[203,25568,25570],{"id":25569},"can-i-add-a-reminder-at-a-different-time-like-one-week-before","Can I add a reminder at a different time, like one week before?",[135,25572,25573,25574,25576],{},"Change one of the three reminders' ",[144,25575,25476],{}," — up to 720 hours (30 days). There are three reminder slots; you can't add a fourth.",[203,25578,25580],{"id":25579},"do-reminders-show-the-right-time-zone","Do reminders show the right time zone?",[135,25582,25583,25584,212],{},"Yes — times are rendered in your clinic's time zone, with the zone label included. See ",[221,25585,25587],{"href":25586},"\u002Fhelp\u002Fcalendar\u002Ftime-zones-on-the-calendar","Time zones on the calendar",{"title":363,"searchDepth":22,"depth":22,"links":25589},[25590,25591,25597,25598,25599,25600],{"id":25390,"depth":22,"text":25391},{"id":25451,"depth":22,"text":25452,"children":25592},[25593,25594,25595,25596],{"id":25457,"depth":32,"text":25458},{"id":25469,"depth":32,"text":25470},{"id":25480,"depth":32,"text":25481},{"id":25491,"depth":32,"text":25492},{"id":25498,"depth":22,"text":25499},{"id":25519,"depth":22,"text":25520},{"id":25531,"depth":22,"text":25532},{"id":324,"depth":22,"text":325,"children":25601},[25602,25603,25604,25605],{"id":25546,"depth":32,"text":25547},{"id":25556,"depth":32,"text":25557},{"id":25569,"depth":32,"text":25570},{"id":25579,"depth":32,"text":25580},"Turn on 48-hour, 24-hour and 3-hour appointment reminders by email and SMS, change their timing, and override them for one booking.","i-lucide-bell-ring",[25609,25610,25611,25612,25613,25614],"appointment reminder email","appointment reminder text message","change reminder time","turn off reminders for one appointment","reduce no shows with reminders","sms reminder setup",{},[914,6926,25586],{"title":25372,"description":25606},"help\u002Fcalendar\u002Fappointment-reminders","NhalDVsPZpzS5IZxYf_yKBQoaOnn2TNOyL2E2J7fAW8",{"id":25621,"title":25622,"audience":7,"body":25623,"category":33,"description":25815,"draft":387,"extension":388,"icon":25816,"keywords":25817,"meta":25824,"navigation":398,"order":25364,"path":24765,"related":25825,"seo":25826,"stem":25827,"updatedAt":403,"__hash__":25828},"help\u002Fhelp\u002Fcheckout\u002Fsave-a-card-on-file.md","Save a client's card on file with the secure link",{"type":132,"value":25624,"toc":25799},[25625,25628,25632,25680,25723,25728,25732,25756,25759,25763,25766,25768,25772,25778,25782,25785,25789,25792,25796],[135,25626,25627],{},"To put a card on a client's file, send them a secure link from their profile — they type their own card on a private page, and it goes straight to the payment processor. There is deliberately no way for staff to enter a card number anywhere in Owneli.",[149,25629,25631],{"id":25630},"how-do-i-get-a-clients-card-on-file","How do I get a client's card on file?",[200,25633,25634,25638,25647,25651,25660,25664,25670,25674],{},[203,25635,25637],{"id":25636},"open-the-clients-wallet","Open the client's Wallet",[135,25639,25640,25641,25643,25644,212],{},"On the client profile, open the ",[144,25642,1499],{}," panel and find ",[144,25645,25646],{},"Payment methods",[203,25648,25650],{"id":25649},"send-the-link","Send the link",[135,25652,209,25653,25656,25657,25659],{},[144,25654,25655],{},"Send secure card link",". It goes to the client's email and phone (whichever is on file — the client needs at least one). The button becomes ",[144,25658,269],{}," for a fresh send.",[203,25661,25663],{"id":25662},"the-client-adds-their-card","The client adds their card",[135,25665,25666,25667,212],{},"Their page — \"Add a card to your file\" — spells it out: they enter the card themselves, it goes straight to the secure payment processor, the team never sees the number, and nothing is charged now. They press ",[144,25668,25669],{},"Save card",[203,25671,25673],{"id":25672},"the-card-appears-in-the-wallet","The card appears in the Wallet",[135,25675,25676,25677,25679],{},"It lists as brand and last four digits with its expiry, marked ",[144,25678,10429],{},". It's now chargeable at checkout.",[157,25681,25682,25690],{},[160,25683,25684],{},[163,25685,25686,25688],{},[166,25687,23356],{},[166,25689,16331],{},[173,25691,25692,25699,25707,25715],{},[163,25693,25694,25696],{},[178,25695,24655],{},[178,25697,25698],{},"7 days",[163,25700,25701,25704],{},[178,25702,25703],{},"One live link",[178,25705,25706],{},"Sending a new link expires any previous unused one",[163,25708,25709,25712],{},[178,25710,25711],{},"Charged at capture?",[178,25713,25714],{},"Never — saving a card takes no money",[163,25716,25717,25720],{},[178,25718,25719],{},"Who can send",[178,25721,25722],{},"Staff with checkout access, for clients assigned to them",[1334,25724,25725],{},[135,25726,25727],{},"Never take a card number over the phone and type it anywhere — not in a note, not in a form. The secure link exists so card data only ever touches the payment processor. A card number written into Owneli is a compliance breach.",[149,25729,25731],{"id":25730},"using-the-saved-card","Using the saved card",[716,25733,25734,25743,25749],{},[719,25735,25736,25737,25740,25741,212],{},"At checkout, the card leads the tender list as ",[144,25738,25739],{},"On file ··1234"," — the fastest way to settle. See ",[221,25742,922],{"href":1197},[719,25744,25745,25746,25748],{},"If your payment policy requires a card to book, the card satisfies it, and it's what a ",[221,25747,12150],{"href":3140}," is charged to.",[719,25750,25751,25752,25755],{},"If the bank demands the client confirm an off-session charge, Owneli offers to ",[221,25753,25754],{"href":23204},"send a pay-by-link"," instead — the client approves the charge on their phone.",[135,25757,25758],{},"Paying via a pay-by-link also saves that card to the file automatically, so many clients end up with a card on file without a separate capture step.",[149,25760,25762],{"id":25761},"removing-a-card","Removing a card",[135,25764,25765],{},"In the Wallet panel, the remove action asks you to confirm: removing detaches the card at the payment processor and can't be undone. Removing a card is an admin-level action, not a register task. Clients can also manage their own cards — add, set default, remove — from their portal wallet.",[149,25767,325],{"id":324},[203,25769,25771],{"id":25770},"the-client-says-the-link-doesnt-work","The client says the link doesn't work.",[135,25773,25774,25775,25777],{},"Card links expire after 7 days, and sending a new one kills the old one — so an old email's link dies the moment you resend. Press ",[144,25776,269],{}," and have them use the newest message.",[203,25779,25781],{"id":25780},"is-the-client-charged-when-they-save-a-card","Is the client charged when they save a card?",[135,25783,25784],{},"No. Capture stores the card for later use; the page tells them \"You are not charged anything now.\"",[203,25786,25788],{"id":25787},"can-i-add-a-card-during-booking-instead","Can I add a card during booking instead?",[135,25790,25791],{},"When your payment policy requires a card, the client-facing booking flow collects it as part of booking. For a booking taken over the phone, book first, then send the secure card link from the profile.",[203,25793,25795],{"id":25794},"why-cant-i-delete-a-saved-card","Why can't I delete a saved card?",[135,25797,25798],{},"Card removal requires admin permissions. Ask an admin — or the client can remove it themselves in their portal.",{"title":363,"searchDepth":22,"depth":22,"links":25800},[25801,25807,25808,25809],{"id":25630,"depth":22,"text":25631,"children":25802},[25803,25804,25805,25806],{"id":25636,"depth":32,"text":25637},{"id":25649,"depth":32,"text":25650},{"id":25662,"depth":32,"text":25663},{"id":25672,"depth":32,"text":25673},{"id":25730,"depth":22,"text":25731},{"id":25761,"depth":22,"text":25762},{"id":324,"depth":22,"text":325,"children":25810},[25811,25812,25813,25814],{"id":25770,"depth":32,"text":25771},{"id":25780,"depth":32,"text":25781},{"id":25787,"depth":32,"text":25788},{"id":25794,"depth":32,"text":25795},"Send a secure link so the client adds their own card — staff never see or type card numbers — then charge it as Card on file at checkout.","i-lucide-lock-keyhole",[25818,25819,25820,25821,25822,25823],"save client card on file","card capture secure link","charge card on file pos","client card over the phone","remove saved card","card link expired",{},[1197,23204,3140],{"title":25622,"description":25815},"help\u002Fcheckout\u002Fsave-a-card-on-file","W6WsKaJVa8BoqMa9qH9OamawmdGOO-Ll5OWSSJRTmWY",{"id":25830,"title":25831,"audience":109,"body":25832,"category":124,"description":25962,"draft":387,"extension":388,"icon":7965,"keywords":25963,"meta":25969,"navigation":398,"order":25364,"path":17620,"related":25970,"seo":25971,"stem":25972,"updatedAt":403,"__hash__":25973},"help\u002Fhelp\u002Fportal\u002Fsaved-cards-and-payment-security.md","How your card details are kept safe",{"type":132,"value":25833,"toc":25952},[25834,25837,25841,25844,25888,25891,25895,25898,25906,25908,25912,25929,25931,25935,25938,25942,25945,25949],[135,25835,25836],{},"You always enter your own card, on a secure form provided by the payment processor — staff at your venue have no screen where they could type in or read back your card number. The venue only ever sees the card brand, last four digits, and expiry.",[149,25838,25840],{"id":25839},"who-can-see-my-card-number","Who can see my card number?",[135,25842,25843],{},"Only the payment processor (Stripe). Whenever a card is needed, you enter it yourself:",[157,25845,25846,25855],{},[160,25847,25848],{},[163,25849,25850,25852],{},[166,25851,9174],{},[166,25853,25854],{},"When",[173,25856,25857,25865,25878],{},[163,25858,25859,25862],{},[178,25860,25861],{},"The payment step of online booking",[178,25863,25864],{},"A deposit or card-on-file is required to confirm",[163,25866,25867,25875],{},[178,25868,733,25869,7160,25872],{},[221,25870,25871],{"href":19164},"payment link",[221,25873,25874],{"href":553},"card-request link",[178,25876,25877],{},"The venue sends one to your phone or email",[163,25879,25880,25885],{},[178,25881,25882,25884],{},[144,25883,1499],{}," in your account",[178,25886,25887],{},"Adding or replacing a saved card yourself",[135,25889,25890],{},"Your full number goes directly to the processor. This design is deliberate — there is no way for the venue to take your number over the phone through this software.",[149,25892,25894],{"id":25893},"what-can-a-saved-card-be-charged-for","What can a saved card be charged for?",[135,25896,25897],{},"Only what the venue disclosed to you — typically a deposit, a membership renewal you signed up for, or a late-cancellation or no-show fee under a policy shown when you booked.",[530,25899,25900],{},[135,25901,25902,25903,25905],{},"The booking screen shows those terms ",[144,25904,463],{}," you confirm. That's the moment to read them and ask questions — a card on file means the venue can charge those disclosed amounts.",[149,25907,17604],{"id":17603},[135,25909,14345,25910,6080],{},[144,25911,1499],{},[716,25913,25914,25919,25924],{},[719,25915,25916,25918],{},[144,25917,17616],{}," — entered by you on the secure form.",[719,25920,25921,25923],{},[144,25922,17626],{}," — the card your memberships bill against.",[719,25925,25926,25928],{},[144,25927,12523],{}," — after a confirmation, the card is detached at the payment processor and genuinely cannot be charged again. A membership billing to it will need a replacement.",[149,25930,325],{"id":324},[203,25932,25934],{"id":25933},"can-i-give-my-card-number-over-the-phone","Can I give my card number over the phone?",[135,25936,25937],{},"Not through this software — staff have nowhere to enter it. They'll send you a secure link instead; that's normal and it's the safer path.",[203,25939,25941],{"id":25940},"why-dont-payment-links-need-a-password","Why don't payment links need a password?",[135,25943,25944],{},"The link itself is the key — it's private to you. Don't forward one, and ask the venue for a fresh link if yours has expired.",[203,25946,25948],{"id":25947},"is-my-card-stored-by-the-salon","Is my card stored by the salon?",[135,25950,25951],{},"No. It's stored with the payment processor. The venue sees only the brand, last four digits, and expiry date.",{"title":363,"searchDepth":22,"depth":22,"links":25953},[25954,25955,25956,25957],{"id":25839,"depth":22,"text":25840},{"id":25893,"depth":22,"text":25894},{"id":17603,"depth":22,"text":17604},{"id":324,"depth":22,"text":325,"children":25958},[25959,25960,25961],{"id":25933,"depth":32,"text":25934},{"id":25940,"depth":32,"text":25941},{"id":25947,"depth":32,"text":25948},"Why salon staff can never see or type your card number, what a card on file can be charged for, and how to add, replace, or remove your saved cards.",[25964,25965,25966,25967,25968],"is it safe to save my card","card on file salon","who can see my card number","remove my saved card","what can my saved card be charged for",{},[17713,553],{"title":25831,"description":25962},"help\u002Fportal\u002Fsaved-cards-and-payment-security","kpHs7Nq-LWBd0G2Hpe2Cp8vDE49YRg0czQV7Wy8HNwc",{"id":25975,"title":25976,"audience":7,"body":25977,"category":53,"description":26189,"draft":387,"extension":388,"icon":26190,"keywords":26191,"meta":26198,"navigation":398,"order":25364,"path":26199,"related":26200,"seo":26201,"stem":26202,"updatedAt":403,"__hash__":26203},"help\u002Fhelp\u002Fretail\u002Fcreate-discounts-and-deals.md","Create discounts and deals",{"type":132,"value":25978,"toc":26173},[25979,25997,26000,26004,26060,26063,26067,26113,26117,26128,26133,26137,26146,26148,26152,26155,26159,26162,26166],[135,25980,25981,25982,25984,25985,25988,25989,25992,25993,25996],{},"Deals live under ",[144,25983,19492],{}," and come in three types: ",[144,25986,25987],{},"promotions"," (a code the cashier or client enters), ",[144,25990,25991],{},"flash sales"," (auto-applied to eligible carts while the sale runs — no code), and ",[144,25994,25995],{},"last-minute offers"," (auto-applied when the appointment starts within your chosen window). Each deal is a percentage or fixed amount off, scoped to the items you choose.",[135,25998,25999],{},"Viewing needs revenue-setup access; creating and editing needs revenue-setup management.",[149,26001,26003],{"id":26002},"which-deal-type-do-i-want","Which deal type do I want?",[157,26005,26006,26019],{},[160,26007,26008],{},[163,26009,26010,26013,26016],{},[166,26011,26012],{},"Type",[166,26014,26015],{},"How it applies",[166,26017,26018],{},"Typical use",[173,26020,26021,26034,26047],{},[163,26022,26023,26028,26031],{},[178,26024,26025],{},[144,26026,26027],{},"Promotion",[178,26029,26030],{},"Someone enters the code at checkout",[178,26032,26033],{},"\"WELCOME10\", partner codes, win-back campaigns",[163,26035,26036,26041,26044],{},[178,26037,26038],{},[144,26039,26040],{},"Flash sale",[178,26042,26043],{},"Automatically, on every eligible cart during its dates",[178,26045,26046],{},"\"20% off retail this weekend\"",[163,26048,26049,26054,26057],{},[178,26050,26051],{},[144,26052,26053],{},"Last-minute offer",[178,26055,26056],{},"Automatically, when the booked appointment starts within N hours",[178,26058,26059],{},"Filling today's empty chairs",[135,26061,26062],{},"Auto-applied deals are code-less by design — the client doesn't need to know anything for the price to drop.",[149,26064,26066],{"id":26065},"create-a-deal","Create a deal",[200,26068,26069,26073,26076,26080,26083,26087,26096,26100],{},[203,26070,26072],{"id":26071},"open-discounts-and-click-add","Open Discounts and click Add",[135,26074,26075],{},"The wizard walks through type, value, scope, and availability.",[203,26077,26079],{"id":26078},"choose-the-value","Choose the value",[135,26081,26082],{},"Percentage off or a fixed amount off. For a last-minute offer, also set the window — how many hours before the start time the deal kicks in.",[203,26084,26086],{"id":26085},"scope-what-it-applies-to","Scope what it applies to",[135,26088,26089,26090,14149,26092,26095],{},"Services, products, and memberships can each be ",[144,26091,8926],{},[144,26093,26094],{},"selected"," list, or excluded entirely; gift cards are a separate opt-in. Anything outside the scope is simply not discounted.",[203,26097,26099],{"id":26098},"set-the-limits-and-dates","Set the limits and dates",[135,26101,26102,26103,1295,26106,10000,26109,26112],{},"Optional guardrails: a start and end date, a ",[144,26104,26105],{},"total usage limit",[144,26107,26108],{},"one use per client",[144,26110,26111],{},"minimum spend",". Then activate the deal.",[149,26114,26116],{"id":26115},"how-deals-behave-at-checkout","How deals behave at checkout",[716,26118,26119,26122,26125],{},[719,26120,26121],{},"A promotion is applied when its code is entered; any ineligibility (expired, limit reached, under minimum spend, out of scope) is reported right there.",[719,26123,26124],{},"Flash sales and in-window last-minute offers are swept automatically at checkout; an ineligible deal is silently skipped rather than blocking the sale.",[719,26126,26127],{},"Every application is recorded, so the deal's page shows total sales, times applied, distinct clients, and total discount given.",[530,26129,26130],{},[135,26131,26132],{},"Membership perks declare individually whether they stack with discount codes. If a member's price looks \"double discounted\" — or a code refuses to apply for a member — check the perk's stacking setting on the plan before assuming the deal is broken.",[149,26134,26136],{"id":26135},"deactivating-duplicating-deleting","Deactivating, duplicating, deleting",[135,26138,26139,26142,26143,26145],{},[144,26140,26141],{},"Deactivate"," stops a deal immediately while keeping its history; you can reactivate later. ",[144,26144,4286],{}," copies the configuration (without the code) as a starting point for the next campaign. Deleting removes it from the picker and from auto-apply sweeps.",[149,26147,325],{"id":324},[203,26149,26151],{"id":26150},"why-didnt-my-flash-sale-apply-to-a-cart","Why didn't my flash sale apply to a cart?",[135,26153,26154],{},"Walk the gates: is the deal active and inside its dates, is the item in scope, is the cart over the minimum spend, has the usage limit been hit, and has this client already used their one allowed use?",[203,26156,26158],{"id":26157},"can-two-deals-apply-to-one-cart","Can two deals apply to one cart?",[135,26160,26161],{},"One cart-level deal applies at a time — the auto-apply sweep stops at the first eligible deal, and a manually entered code takes the slot. ",[203,26163,26165],{"id":26164},"where-do-i-see-what-a-deal-cost-me","Where do I see what a deal cost me?",[135,26167,26168,26169,26172],{},"Open the deal for its own KPIs, or ",[144,26170,26171],{},"Growth → Reports → Discount summary"," for all discounting across the period.",{"title":363,"searchDepth":22,"depth":22,"links":26174},[26175,26176,26182,26183,26184],{"id":26002,"depth":22,"text":26003},{"id":26065,"depth":22,"text":26066,"children":26177},[26178,26179,26180,26181],{"id":26071,"depth":32,"text":26072},{"id":26078,"depth":32,"text":26079},{"id":26085,"depth":32,"text":26086},{"id":26098,"depth":32,"text":26099},{"id":26115,"depth":22,"text":26116},{"id":26135,"depth":22,"text":26136},{"id":324,"depth":22,"text":325,"children":26185},[26186,26187,26188],{"id":26150,"depth":32,"text":26151},{"id":26157,"depth":32,"text":26158},{"id":26164,"depth":32,"text":26165},"Build promotion codes, flash sales, and last-minute offers — what auto-applies at checkout, what needs a code, and how to scope and limit each deal.","i-lucide-ticket-percent",[26192,26193,26194,26195,26196,26197],"create discount code","flash sale auto apply","last minute offer","promotion setup","discount not applying at checkout","limit discount uses",{},"\u002Fhelp\u002Fretail\u002Fcreate-discounts-and-deals",[1197,3041,3237],{"title":25976,"description":26189},"help\u002Fretail\u002Fcreate-discounts-and-deals","xVmHAz4f4aEeuGZl2PeNVO5BFl-4Yw4xFw77iefTGjY",{"id":26205,"title":26206,"audience":7,"body":26207,"category":93,"description":26379,"draft":387,"extension":388,"icon":24550,"keywords":26380,"meta":26387,"navigation":398,"order":25364,"path":26388,"related":26389,"seo":26390,"stem":26391,"updatedAt":403,"__hash__":26392},"help\u002Fhelp\u002Fsettings\u002Frooms-and-equipment.md","Set up rooms and equipment",{"type":132,"value":26208,"toc":26364},[26209,26222,26232,26236,26264,26268,26304,26309,26314,26318,26325,26329,26336,26341,26343,26347,26350,26354,26357,26361],[135,26210,26211,26212,26214,26215,26218,26219,21708],{},"Create your rooms and equipment as ",[144,26213,3102],{},", link them to the services that need them, and the calendar reserves one per booking — refusing to put two appointments on the same machine at the same time. They live under ",[144,26216,26217],{},"Settings → Scheduling & booking → Resources"," (the page itself is ",[139,26220,26221],{},"\u002Fresources",[135,26223,26224,26227,26228,26231],{},[144,26225,26226],{},"Who can do this:"," anyone with the ",[144,26229,26230],{},"appointments — manage"," capability — it's not tied to a role tier.",[149,26233,26235],{"id":26234},"how-do-i-create-a-room-or-a-piece-of-equipment","How do I create a room or a piece of equipment?",[200,26237,26238,26242,26245,26249,26257,26261],{},[203,26239,26241],{"id":26240},"add-the-resource","Add the resource",[135,26243,26244],{},"Click the add button and name it the way your team talks about it — \"Room 2\", \"IPL laser\", not an asset code.",[203,26246,26248],{"id":26247},"pick-its-kind","Pick its kind",[135,26250,26251,7160,26253,26256],{},[144,26252,24427],{},[144,26254,26255],{},"equipment",", plus an optional free-form type (\"Laser\", \"Chair\") — types become a filter once more than one exists.",[203,26258,26260],{"id":26259},"save-it","Save it",[135,26262,26263],{},"The resource appears in the list, ready to be attached to services.",[149,26265,26267],{"id":26266},"how-do-resources-connect-to-bookings","How do resources connect to bookings?",[157,26269,26270,26278],{},[160,26271,26272],{},[163,26273,26274,26276],{},[166,26275,8093],{},[166,26277,1939],{},[173,26279,26280,26288,26296],{},[163,26281,26282,26285],{},[178,26283,26284],{},"You link a service to a resource",[178,26286,26287],{},"Done once, in the service's settings",[163,26289,26290,26293],{},[178,26291,26292],{},"Someone books that service",[178,26294,26295],{},"A matching resource is reserved for the appointment's duration",[163,26297,26298,26301],{},[178,26299,26300],{},"The resource is already taken",[178,26302,26303],{},"The calendar shows it busy and won't double-book it",[135,26305,26306,26307,212],{},"When staff book manually, equipment already taken at that time shows as busy in the booking panel — see ",[221,26308,5809],{"href":914},[276,26310,26311],{},[135,26312,26313],{},"If two services can never run at once because they share one machine, don't police it in anyone's head — link both services to the same equipment resource and the calendar enforces it for you.",[149,26315,26317],{"id":26316},"reading-the-list","Reading the list",[135,26319,26320,26321,26324],{},"Each resource row shows ",[144,26322,26323],{},"how many services pin it"," — the direct answer to \"what breaks if I retire this?\". Filter by kind or type, or search by name.",[149,26326,26328],{"id":26327},"archiving-a-resource","Archiving a resource",[135,26330,26331,26332,26335],{},"Archive rather than delete: history stays intact, and the ",[144,26333,26334],{},"Show archived"," toggle brings it back into view.",[530,26337,26338],{},[135,26339,26340],{},"Check the linked-services count before archiving. Archiving a resource that services still require is how bookings stop being conflict-checked the way you expect.",[149,26342,325],{"id":324},[203,26344,26346],{"id":26345},"whats-the-difference-between-a-room-and-equipment","What's the difference between a room and equipment?",[135,26348,26349],{},"Only the category (and its filter). Both behave identically: reserved per booking, conflict-checked by the calendar.",[203,26351,26353],{"id":26352},"can-one-appointment-reserve-several-resources","Can one appointment reserve several resources?",[135,26355,26356],{},"A visit with multiple services reserves what each service needs — a room for the facial and the laser for the laser step.",[203,26358,26360],{"id":26359},"do-resources-belong-to-a-location","Do resources belong to a location?",[135,26362,26363],{},"Resources are managed in one list for the business. ",{"title":363,"searchDepth":22,"depth":22,"links":26365},[26366,26371,26372,26373,26374],{"id":26234,"depth":22,"text":26235,"children":26367},[26368,26369,26370],{"id":26240,"depth":32,"text":26241},{"id":26247,"depth":32,"text":26248},{"id":26259,"depth":32,"text":26260},{"id":26266,"depth":22,"text":26267},{"id":26316,"depth":22,"text":26317},{"id":26327,"depth":22,"text":26328},{"id":324,"depth":22,"text":325,"children":26375},[26376,26377,26378],{"id":26345,"depth":32,"text":26346},{"id":26352,"depth":32,"text":26353},{"id":26359,"depth":32,"text":26360},"How to create bookable rooms and equipment in Owneli, attach them to services, and let the calendar prevent double-booking a machine.",[26381,26382,26383,26384,26385,26386],"treatment rooms setup","equipment booking","resources calendar","prevent double booking machine","assign room to service","laser scheduling",{},"\u002Fhelp\u002Fsettings\u002Frooms-and-equipment",[3237,914],{"title":26206,"description":26379},"help\u002Fsettings\u002Frooms-and-equipment","ePigl8Eu4QapvDLJNNj4XIRXuLSfuprBB7b0gNCApuA",{"id":26394,"title":26395,"audience":109,"body":26396,"category":114,"description":26479,"draft":387,"extension":388,"icon":14858,"keywords":26480,"meta":26486,"navigation":398,"order":26487,"path":26488,"related":26489,"seo":26490,"stem":26491,"updatedAt":403,"__hash__":26492},"help\u002Fhelp\u002Fbook-online\u002Fshop-products-online.md","Shop products from your salon online",{"type":132,"value":26397,"toc":26466},[26398,26404,26408,26443,26445,26449,26452,26456,26459,26463],[135,26399,4560,26400,26403],{},[144,26401,26402],{},"Shop"," on the venue's booking site, add products to your bag, choose pickup or shipping at checkout, and pay by card on the secure form. You get an order confirmation by email.",[149,26405,26407],{"id":26406},"how-do-i-order","How do I order?",[200,26409,26410,26414,26417,26421,26431,26435,26438,26440],{},[203,26411,26413],{"id":26412},"browse-and-fill-your-bag","Browse and fill your bag",[135,26415,26416],{},"Filter by category, open a product for details, and pick a variant (size, shade) where offered. Some venues also sell sets — several products together at a combined price. Out-of-stock variants can't be added.",[203,26418,26420],{"id":26419},"check-out-and-choose-how-youll-get-it","Check out and choose how you'll get it",[135,26422,26423,26424,26427,26428,26430],{},"Depending on the venue: ",[144,26425,26426],{},"pickup"," at the venue, ",[144,26429,17890],{}," to your address, or — where offered — reserving items to collect at an upcoming appointment. Shipping asks for your address, and any shipping cost is added to the total shown before you pay.",[203,26432,26434],{"id":26433},"enter-your-details-and-pay","Enter your details and pay",[135,26436,26437],{},"Name and email, then your card on the secure payment form. As everywhere else, you type the card yourself — the venue never sees the number.",[203,26439,468],{"id":467},[135,26441,26442],{},"Your order confirmation arrives by email. The venue prepares the order and contacts you when it's ready for pickup or on its way.",[149,26444,325],{"id":324},[203,26446,26448],{"id":26447},"when-do-i-pay-for-a-pickup-order","When do I pay for a pickup order?",[135,26450,26451],{},"At checkout, when you place the order — pickup just means no shipping cost and you collect it.",[203,26453,26455],{"id":26454},"can-i-return-a-product","Can I return a product?",[135,26457,26458],{},"Returns and exchanges are the venue's own policy — contact them directly with your order confirmation.",[203,26460,26462],{"id":26461},"why-is-the-shop-missing-from-the-site","Why is the shop missing from the site?",[135,26464,26465],{},"Not every venue sells online. If there's no Shop tab, they don't — ask in person.",{"title":363,"searchDepth":22,"depth":22,"links":26467},[26468,26474],{"id":26406,"depth":22,"text":26407,"children":26469},[26470,26471,26472,26473],{"id":26412,"depth":32,"text":26413},{"id":26419,"depth":32,"text":26420},{"id":26433,"depth":32,"text":26434},{"id":467,"depth":32,"text":468},{"id":324,"depth":22,"text":325,"children":26475},[26476,26477,26478],{"id":26447,"depth":32,"text":26448},{"id":26454,"depth":32,"text":26455},{"id":26461,"depth":32,"text":26462},"Buy retail products from your venue's online shop — browse, fill your bag, choose pickup or shipping, and pay securely by card from your phone.",[26481,26482,26483,26484,26485],"buy salon products online","salon online shop","skincare pickup order","ship salon products","order products from my spa",{},110,"\u002Fhelp\u002Fbook-online\u002Fshop-products-online",[590,19166],{"title":26395,"description":26479},"help\u002Fbook-online\u002Fshop-products-online","XieZyy5iBCWwBRd6q7MqRjPSU4YkDxFyCx7ftTF7Fb0",{"id":26494,"title":26495,"audience":7,"body":26496,"category":23,"description":26879,"draft":387,"extension":388,"icon":26880,"keywords":26881,"meta":26888,"navigation":398,"order":26487,"path":8643,"related":26889,"seo":26890,"stem":26891,"updatedAt":403,"__hash__":26892},"help\u002Fhelp\u002Fcalendar\u002Fthe-appointment-detail-panel.md","What's in the appointment detail panel",{"type":132,"value":26497,"toc":26863},[26498,26504,26508,26511,26553,26570,26574,26616,26620,26691,26695,26811,26822,26824,26828,26833,26837,26843,26847,26853,26857],[135,26499,26500,26501,26503],{},"Click any appointment block on the calendar to open its detail panel — the appointment's home. From here you check the client in, change status, add services, see what's owed, open forms, and reach every other action through the ",[144,26502,19874],{}," menu.",[149,26505,26507],{"id":26506},"what-can-i-do-from-an-open-appointment","What can I do from an open appointment?",[135,26509,26510],{},"Two separate tracks run an appointment, and it helps to keep them apart:",[157,26512,26513,26525],{},[160,26514,26515],{},[163,26516,26517,26520,26523],{},[166,26518,26519],{},"Track",[166,26521,26522],{},"Values",[166,26524,9174],{},[173,26526,26527,26540],{},[163,26528,26529,26534,26537],{},[178,26530,26531],{},[144,26532,26533],{},"Booking status",[178,26535,26536],{},"Booked → Confirmed → Completed, or No-show \u002F Cancelled",[178,26538,26539],{},"The status dropdown at the top",[163,26541,26542,26547,26550],{},[178,26543,26544],{},[144,26545,26546],{},"Arrival stage",[178,26548,26549],{},"Check in → Start service → In service",[178,26551,26552],{},"Buttons in the panel footer",[135,26554,26555,26557,26558,26561,26562,7160,26564,26566,26567,212],{},[144,26556,782],{}," is never set from the status dropdown — an appointment completes when its checkout closes, or via ",[144,26559,26560],{},"⋮ → Mark complete (no charge)",". Choosing ",[144,26563,798],{},[144,26565,790],{}," opens the matching confirmation dialog, with its money and ",[221,26568,26569],{"href":12238},"notification choices",[149,26571,26573],{"id":26572},"the-front-desk-lifecycle","The front-desk lifecycle",[200,26575,26576,26580,26590,26594,26603,26606],{},[203,26577,26579],{"id":26578},"check-in","Check in",[135,26581,26582,26583,26585,26586,26589],{},"When the client arrives, press ",[144,26584,26579],{}," in the footer. If they're early, a dialog — ",[144,26587,26588],{},"Earlier than scheduled"," — asks you to confirm before proceeding.",[203,26591,26593],{"id":26592},"start-service","Start service",[135,26595,209,26596,26598,26599,26602],{},[144,26597,26593],{}," when they go through. The panel then shows a pulsing ",[144,26600,26601],{},"In service"," pill instead of a button.",[203,26604,26605],{"id":33},"Checkout",[135,26607,26608,26609,26611,26612,26615],{},"When the visit is done, ",[144,26610,26605],{}," opens the sale with the client, services and provider already attached. If a sale already exists you'll see ",[144,26613,26614],{},"View sale"," instead. Staff without checkout permission see a hint that the front desk can ring it up.",[149,26617,26619],{"id":26618},"what-the-panel-shows","What the panel shows",[716,26621,26622,26643,26658,26666,26679],{},[719,26623,26624,26627,26628,1295,26631,1295,26633,1295,26635,1295,26638,1295,26641,212],{},[144,26625,26626],{},"Client header"," — visit count and lifetime spend tiles, memberships, packages with sessions left, date of birth, tags, and quick actions: ",[144,26629,26630],{},"Call",[144,26632,8020],{},[144,26634,1429],{},[144,26636,26637],{},"View profile",[144,26639,26640],{},"Edit client details",[144,26642,5120],{},[719,26644,26645,16960,26648,1295,26651,1295,26654,26657],{},[144,26646,26647],{},"Clinical block",[144,26649,26650],{},"Staff alert",[144,26652,26653],{},"Allergies",[144,26655,26656],{},"Patch test"," status, and client notes. Fields your permissions hide render as masked, never as empty.",[719,26659,26660,26662,26663,26665],{},[144,26661,8477],{}," — every service with duration and price, any deal or discount attached, plus ",[144,26664,8481],{}," to extend the visit.",[719,26667,26668,26670,26671,26674,26675,26678],{},[144,26669,7454],{}," — an estimated summary: subtotal, discounts, tax, card processing fee, tip, what's paid or held as deposit, and ",[144,26672,26673],{},"To pay",". ",[144,26676,26677],{},"View breakdown"," expands the full arithmetic.",[719,26680,26681,26683,26684,26687,26688,212],{},[144,26682,2345],{}," — the ",[144,26685,26686],{},"Internal note (staff only)"," and anything ",[144,26689,26690],{},"From the client",[149,26692,26694],{"id":26693},"the-menu","The ⋮ menu",[157,26696,26697,26705],{},[160,26698,26699],{},[163,26700,26701,26703],{},[166,26702,1936],{},[166,26704,494],{},[173,26706,26707,26720,26730,26740,26750,26760,26774,26784,26793,26802],{},[163,26708,26709,26714],{},[178,26710,26711],{},[144,26712,26713],{},"Add \u002F Edit internal note",[178,26715,26716,26717],{},"Staff-only note; optionally ",[144,26718,26719],{},"Also pin to client",[163,26721,26722,26727],{},[178,26723,26724],{},[144,26725,26726],{},"Start consultation (tablet)",[178,26728,26729],{},"Opens the consultation flow",[163,26731,26732,26737],{},[178,26733,26734],{},[144,26735,26736],{},"Open forms in kiosk",[178,26738,26739],{},"Opens each unsigned linked form in a kiosk-mode tab to hand to the client",[163,26741,26742,26747],{},[178,26743,26744],{},[144,26745,26746],{},"Resend confirmation",[178,26748,26749],{},"Re-sends the booking confirmation",[163,26751,26752,26757],{},[178,26753,26754],{},[144,26755,26756],{},"Open chart",[178,26758,26759],{},"Jumps to the clinical chart",[163,26761,26762,26769],{},[178,26763,26764,1272,26766],{},[144,26765,9492],{},[144,26767,26768],{},"Reschedule by date",[178,26770,26771,26772],{},"Move the booking — see ",[221,26773,9467],{"href":915},[163,26775,26776,26781],{},[178,26777,26778],{},[144,26779,26780],{},"Mark complete (no charge)",[178,26782,26783],{},"Completes without a sale",[163,26785,26786,26790],{},[178,26787,26788],{},[144,26789,21242],{},[178,26791,26792],{},"Starts the next booking for this client",[163,26794,26795,26799],{},[178,26796,26797],{},[144,26798,10393],{},[178,26800,26801],{},"Per-appointment reminder overrides",[163,26803,26804,26808],{},[178,26805,26806],{},[144,26807,25540],{},[178,26809,26810],{},"The appointment's audit trail — who did what, when",[276,26812,26813],{},[135,26814,26815,26817,26818,26821],{},[144,26816,26736],{}," tells you exactly where you stand: it toasts ",[144,26819,26820],{},"All forms signed"," when there's nothing left, and names the missing client if none is attached.",[149,26823,325],{"id":324},[203,26825,26827],{"id":26826},"how-do-i-mark-an-appointment-as-completed","How do I mark an appointment as completed?",[135,26829,26830,26831,212],{},"Check the client out — completing the sale completes the appointment. For a visit with nothing to charge, use ",[144,26832,26560],{},[203,26834,26836],{"id":26835},"who-can-see-the-internal-note","Who can see the internal note?",[135,26838,26839,26840,26842],{},"Staff only. It never appears in client emails, the client portal, or on receipts. The ",[144,26841,26690],{}," note is the one the client wrote when booking.",[203,26844,26846],{"id":26845},"how-do-i-see-whether-the-client-was-emailed","How do I see whether the client was emailed?",[135,26848,26849,26852],{},[144,26850,26851],{},"⋮ → View activity"," lists lifecycle events with who (or what — \"Automation\", \"Scheduled job\") triggered them.",[203,26854,26856],{"id":26855},"why-is-checkout-missing","Why is Checkout missing?",[135,26858,26859,26860,26862],{},"Either the appointment isn't at a checkout-eligible stage, a sale already exists (",[144,26861,26614],{}," shows instead), or your role lacks checkout permission.",{"title":363,"searchDepth":22,"depth":22,"links":26864},[26865,26866,26871,26872,26873],{"id":26506,"depth":22,"text":26507},{"id":26572,"depth":22,"text":26573,"children":26867},[26868,26869,26870],{"id":26578,"depth":32,"text":26579},{"id":26592,"depth":32,"text":26593},{"id":33,"depth":32,"text":26605},{"id":26618,"depth":22,"text":26619},{"id":26693,"depth":22,"text":26694},{"id":324,"depth":22,"text":325,"children":26874},[26875,26876,26877,26878],{"id":26826,"depth":32,"text":26827},{"id":26835,"depth":32,"text":26836},{"id":26845,"depth":32,"text":26846},{"id":26855,"depth":32,"text":26856},"Open an appointment to check clients in, change status, add services, see payments and forms, and reach every appointment action.","i-lucide-panel-right-open",[26882,26883,26884,26885,26886,26887],"open appointment details","check in a client","change appointment status","mark appointment complete","resend confirmation email","appointment activity log",{},[915,1197,12238],{"title":26495,"description":26879},"help\u002Fcalendar\u002Fthe-appointment-detail-panel","Zl1s_daIBi17AggWTKK-z1fabuNv5rryLsOfT9jZ5OI",{"id":26894,"title":26895,"audience":7,"body":26896,"category":33,"description":27125,"draft":387,"extension":388,"icon":9058,"keywords":27126,"meta":27133,"navigation":398,"order":26487,"path":27134,"related":27135,"seo":27136,"stem":27137,"updatedAt":403,"__hash__":27138},"help\u002Fhelp\u002Fcheckout\u002Fcreate-and-send-a-quote.md","Create and send a quote",{"type":132,"value":26897,"toc":27108},[26898,26901,26905,26982,26984,26997,27000,27004,27060,27063,27068,27070,27074,27081,27085,27088,27092,27098,27102],[135,26899,26900],{},"When a caller asks \"what would it cost to…\", build a quote: price one or more service combinations, then text or email them a link. The client sees a branded estimate and books the option they want — the quote converts into an appointment, not a bill.",[149,26902,26904],{"id":26903},"how-do-i-quote-a-price-for-a-caller","How do I quote a price for a caller?",[200,26906,26907,26911,26919,26923,26934,26938,26947,26951,26965,26969],{},[203,26908,26910],{"id":26909},"start-a-quote","Start a quote",[135,26912,5134,26913,19446,26916,212],{},[144,26914,26915],{},"POS → Quotes",[144,26917,26918],{},"New quote",[203,26920,26922],{"id":26921},"price-the-first-option","Price the first option",[135,26924,26925,26926,26929,26930,26933],{},"Pick the services the caller asked about — subtotal, any ",[144,26927,26928],{},"Deal",", tax and total price live as you build. Give the option a headline with ",[144,26931,26932],{},"Option label"," if the service names alone don't tell the story.",[203,26935,26937],{"id":26936},"add-alternatives-if-useful","Add alternatives if useful",[135,26939,26940,26943,26944,212],{},[144,26941,26942],{},"Set aside & price another option"," starts a second combination — \"the express version vs the full course\" — up to six options on one quote. When you're done, ",[144,26945,26946],{},"Continue to send",[203,26948,26950],{"id":26949},"say-who-its-for","Say who it's for",[135,26952,26953,26956,26957,26960,26961,26964],{},[144,26954,26955],{},"Who is this for?"," — toggle ",[144,26958,26959],{},"New caller"," (name + phone) or ",[144,26962,26963],{},"Existing client"," (search by name, phone, or email).",[203,26966,26968],{"id":26967},"confirm-consent-and-send","Confirm consent and send",[135,26970,25484,26971,26974,26975,26978,26979,26981],{},[144,26972,26973],{},"The caller asked us to text this estimate"," — it's required; estimates only go to people who asked. Press ",[144,26976,26977],{},"Send quote",". It texts the link, falling back to email when there's no SMS consent, and you can always ",[144,26980,8330],{}," and share it yourself.",[149,26983,6666],{"id":6665},[135,26985,24624,26986,26989,26990,26993,26994,23194],{},[144,26987,26988],{},"Your estimate"," page: each option with its services, durations, any deal, and the price breakdown, plus \"Valid through {date}\" and a disclaimer that final pricing may vary with the consultation. One option ends in ",[144,26991,26992],{},"Book now","; several become a pick-one list with a ",[144,26995,26996],{},"Book {option} — {total}",[135,26998,26999],{},"Booking an option deep-links into your online booking flow with the choice carried along. Once any option is booked, the whole quote closes — the other options stop offering booking.",[149,27001,27003],{"id":27002},"quote-statuses","Quote statuses",[157,27005,27006,27014],{},[160,27007,27008],{},[163,27009,27010,27012],{},[166,27011,756],{},[166,27013,3428],{},[173,27015,27016,27025,27034,27042,27051],{},[163,27017,27018,27022],{},[178,27019,27020],{},[144,27021,6329],{},[178,27023,27024],{},"Built but not delivered (delivery failed — copy the link instead)",[163,27026,27027,27031],{},[178,27028,27029],{},[144,27030,6339],{},[178,27032,27033],{},"Delivered by text or email",[163,27035,27036,27040],{},[178,27037,27038],{},[144,27039,6349],{},[178,27041,6352],{},[163,27043,27044,27048],{},[178,27045,27046],{},[144,27047,12842],{},[178,27049,27050],{},"An option was booked — the quote's job is done",[163,27052,27053,27057],{},[178,27054,27055],{},[144,27056,6378],{},[178,27058,27059],{},"Passed its valid-through date (30 days, or sooner when an included deal ends first)",[135,27061,27062],{},"An expired quote isn't a dead end for the client — the page invites them to get in touch for a fresh estimate.",[530,27064,27065],{},[135,27066,27067],{},"A quote can't be edited after sending — the price a client was shown stays the price they were shown. Need to change it? Build a new quote and send that.",[149,27069,325],{"id":324},[203,27071,27073],{"id":27072},"is-a-quote-a-payment-request","Is a quote a payment request?",[135,27075,27076,27077,27080],{},"No. Nothing is charged from a quote — booking the option runs your normal online-booking flow, including any deposit your ",[221,27078,27079],{"href":3140},"payment policy"," requires there.",[203,27082,27084],{"id":27083},"why-does-it-say-it-emailed-instead-of-texting","Why does it say it emailed instead of texting?",[135,27086,27087],{},"The client has no SMS consent on file, so the estimate went by email instead — the send screen warns you beforehand.",[203,27089,27091],{"id":27090},"can-i-resend-a-quote","Can I resend a quote?",[135,27093,27094,27095,27097],{},"An unbooked, unexpired quote's link keeps working — grab it with ",[144,27096,8330],{}," on the send screen before closing the builder. The quotes list itself is read-only; once you've left the builder, the practical route is a fresh quote.",[203,27099,27101],{"id":27100},"the-caller-isnt-a-client-yet-do-i-have-to-create-them-first","The caller isn't a client yet — do I have to create them first?",[135,27103,27104,27105,27107],{},"No. Choose ",[144,27106,26959],{}," with a name and phone; a client record is created from the quote so the eventual booking lands on the right history.",{"title":363,"searchDepth":22,"depth":22,"links":27109},[27110,27117,27118,27119],{"id":26903,"depth":22,"text":26904,"children":27111},[27112,27113,27114,27115,27116],{"id":26909,"depth":32,"text":26910},{"id":26921,"depth":32,"text":26922},{"id":26936,"depth":32,"text":26937},{"id":26949,"depth":32,"text":26950},{"id":26967,"depth":32,"text":26968},{"id":6665,"depth":22,"text":6666},{"id":27002,"depth":22,"text":27003},{"id":324,"depth":22,"text":325,"children":27120},[27121,27122,27123,27124],{"id":27072,"depth":32,"text":27073},{"id":27083,"depth":32,"text":27084},{"id":27090,"depth":32,"text":27091},{"id":27100,"depth":32,"text":27101},"Price up to six options for a caller, text or email the estimate link, and let them book the option they choose — straight from the quote.",[27127,27128,27129,27130,27131,27132],"send price quote to client","estimate for caller salon","quote multiple options","text price estimate","quote expired what happens","convert quote to booking",{},"\u002Fhelp\u002Fcheckout\u002Fcreate-and-send-a-quote",[1197,914,23277],{"title":26895,"description":27125},"help\u002Fcheckout\u002Fcreate-and-send-a-quote","DWJzRaydzE2hzP7L8hfRg5t0rJPsLthOA6hPSe65HsY",{"id":27140,"title":27141,"audience":7,"body":27142,"category":53,"description":27320,"draft":387,"extension":388,"icon":27321,"keywords":27322,"meta":27328,"navigation":398,"order":26487,"path":5096,"related":27329,"seo":27330,"stem":27331,"updatedAt":403,"__hash__":27332},"help\u002Fhelp\u002Fretail\u002Fgift-card-liability-and-expiry.md","Gift card liability and expiry",{"type":132,"value":27143,"toc":27310},[27144,27147,27151,27161,27199,27204,27208,27261,27269,27271,27277,27282,27284,27288,27294,27298,27301,27305],[135,27145,27146],{},"Every unredeemed gift-card dollar is money your business owes a customer. Selling a card isn't revenue yet — it becomes revenue when the card is redeemed against a service or product. Owneli tracks this in dedicated liability reports so the outstanding balance is always visible, not a surprise at year end.",[149,27148,27150],{"id":27149},"why-isnt-a-gift-card-sale-just-revenue","Why isn't a gift card sale just revenue?",[135,27152,27153,27154,27157,27158,6080],{},"Because the customer hasn't received anything yet. The cash is in your till, but you owe them the service. Accountants call this ",[144,27155,27156],{},"deferred revenue"," or a ",[144,27159,27160],{},"liability",[157,27162,27163,27173],{},[160,27164,27165],{},[163,27166,27167,27170],{},[166,27168,27169],{},"Event",[166,27171,27172],{},"Effect on your books",[173,27174,27175,27183,27191],{},[163,27176,27177,27180],{},[178,27178,27179],{},"Card sold",[178,27181,27182],{},"Cash in, liability up — not revenue",[163,27184,27185,27188],{},[178,27186,27187],{},"Card redeemed",[178,27189,27190],{},"Liability down, revenue recognised",[163,27192,27193,27196],{},[178,27194,27195],{},"Card expires unredeemed",[178,27197,27198],{},"Liability may be released (\"breakage\") — a decision for your accountant, and regulated in many places",[135,27200,27201,27202,212],{},"This is the same model Owneli applies to packages and prepaid memberships — see ",[221,27203,3733],{"href":3732},[149,27205,27207],{"id":27206},"the-reports-that-track-it","The reports that track it",[157,27209,27210,27222],{},[160,27211,27212],{},[163,27213,27214,27219],{},[166,27215,27216,27217,3669],{},"Report (in ",[144,27218,1818],{},[166,27220,27221],{},"Question it answers",[173,27223,27224,27234,27243,27252],{},[163,27225,27226,27231],{},[178,27227,27228],{},[144,27229,27230],{},"Gift-card liability ledger",[178,27232,27233],{},"Issued vs redeemed value and the outstanding redeemable balance, including the expired portion",[163,27235,27236,27240],{},[178,27237,27238],{},[144,27239,3769],{},[178,27241,27242],{},"Everything you owe customers right now — gift cards plus remaining package sessions",[163,27244,27245,27249],{},[178,27246,27247],{},[144,27248,3779],{},[178,27250,27251],{},"Every transaction that moved a liability bucket in the period: sold, redeemed",[163,27253,27254,27258],{},[178,27255,27256],{},[144,27257,3789],{},[178,27259,27260],{},"The liability position alongside recurring revenue",[276,27262,27263],{},[135,27264,27265,27266,27268],{},"Reconcile monthly: outstanding balance this month = last month's balance + issued − redeemed (± expiry adjustments). If the ledger and your accounts drift, the ",[144,27267,3779],{}," report shows exactly which transactions moved the number.",[149,27270,6243],{"id":11308},[135,27272,27273,27274,27276],{},"Cards can be issued with or without an expiry date; the gift-cards list flags cards expiring soon, and an expired card shows the ",[144,27275,6378],{}," status and can no longer be redeemed. The value left on expired cards is reported separately in the liability ledger.",[530,27278,27279],{},[135,27280,27281],{},"Gift-card expiry is regulated — many jurisdictions restrict or prohibit it, and some require unclaimed value to be remitted to the state. Whether to set expiry dates, and what to do with expired balances, is a decision for your business and its advisers. Owneli records the facts; it doesn't make the accounting election for you.",[149,27283,325],{"id":324},[203,27285,27287],{"id":27286},"can-i-write-off-old-dormant-card-balances","Can I write off old, dormant card balances?",[135,27289,27290,27291,27293],{},"Not unilaterally — dormant value is still a legal liability in most places until expiry (where permitted) or escheatment rules apply. Take the ",[144,27292,27230],{}," to your accountant.",[203,27295,27297],{"id":27296},"a-card-expired-but-the-client-wants-to-use-it-can-i-honour-it","A card expired but the client wants to use it — can I honour it?",[135,27299,27300],{},"An expired card can't be redeemed as-is. If you choose to honour it, issue a fresh card or apply a manual discount for the amount, so the ledger stays truthful. ",[203,27302,27304],{"id":27303},"do-gift-cards-pay-commission-when-sold","Do gift cards pay commission when sold?",[135,27306,27307,27308,212],{},"Selling a gift card can carry commission if a rule covers gift-card sales; redemptions don't pay commission. See ",[221,27309,11990],{"href":11989},{"title":363,"searchDepth":22,"depth":22,"links":27311},[27312,27313,27314,27315],{"id":27149,"depth":22,"text":27150},{"id":27206,"depth":22,"text":27207},{"id":11308,"depth":22,"text":6243},{"id":324,"depth":22,"text":325,"children":27316},[27317,27318,27319],{"id":27286,"depth":32,"text":27287},{"id":27296,"depth":32,"text":27297},{"id":27303,"depth":32,"text":27304},"Understand outstanding gift-card balances as money you owe, track them in the liability reports, and decide how to handle expiry.","i-lucide-scale",[27323,27324,27325,27326,27327],"gift card liability","outstanding gift card balance","gift card expiry rules","unredeemed gift cards report","gift card breakage",{},[1201,3732,4178],{"title":27141,"description":27320},"help\u002Fretail\u002Fgift-card-liability-and-expiry","fkgX7ghGlRSAFwM8fFcgV4UJc9MrPsSCQy1mWXj9f5U",{"id":27334,"title":27335,"audience":7,"body":27336,"category":93,"description":27517,"draft":387,"extension":388,"icon":27518,"keywords":27519,"meta":27526,"navigation":398,"order":26487,"path":27527,"related":27528,"seo":27529,"stem":27530,"updatedAt":403,"__hash__":27531},"help\u002Fhelp\u002Fsettings\u002Fbrand-and-appearance.md","Brand and appearance",{"type":132,"value":27337,"toc":27502},[27338,27345,27349,27405,27409,27449,27454,27458,27474,27476,27480,27483,27487,27490,27494],[135,27339,27340,27341,27344],{},"Everything a client sees carries your brand, not Owneli's — and it's all themed from one place: ",[144,27342,27343],{},"Settings → Workspace → Organization details"," (admins only). Set your logo, colours, and email identity once and they flow through your booking page, client portal, and every email.",[149,27346,27348],{"id":27347},"what-does-the-organization-details-tab-control","What does the Organization details tab control?",[157,27350,27351,27359],{},[160,27352,27353],{},[163,27354,27355,27357],{},[166,27356,2569],{},[166,27358,1661],{},[173,27360,27361,27371,27385,27395],{},[163,27362,27363,27368],{},[178,27364,27365],{},[144,27366,27367],{},"Business identity",[178,27369,27370],{},"Business name; logo upload (image file up to 2 MB)",[163,27372,27373,27378],{},[178,27374,27375],{},[144,27376,27377],{},"Brand colours",[178,27379,27380,27381,27384],{},"Primary + accent colour, curated presets, and a light\u002Fdark ",[144,27382,27383],{},"brand mode"," for client-facing surfaces",[163,27386,27387,27392],{},[178,27388,27389],{},[144,27390,27391],{},"Email identity",[178,27393,27394],{},"From name, reply-to address, business email signature, footer text",[163,27396,27397,27402],{},[178,27398,27399],{},[144,27400,27401],{},"Public contact",[178,27403,27404],{},"The contact email and phone shown to clients",[149,27406,27408],{"id":27407},"how-do-i-set-my-brand","How do I set my brand?",[200,27410,27411,27415,27418,27422,27427,27431,27441,27443],{},[203,27412,27414],{"id":27413},"upload-your-logo","Upload your logo",[135,27416,27417],{},"Click the logo control and pick an image file up to 2 MB. It appears on client-facing pages and emails.",[203,27419,27421],{"id":27420},"choose-your-colours","Choose your colours",[135,27423,27424,27425,212],{},"Pick a preset — Clinical Blue, Forest, Slate, Plum, Terracotta, Midnight — or set your exact primary and accent values. Choose light or dark ",[144,27426,27383],{},[203,27428,27430],{"id":27429},"set-your-email-identity","Set your email identity",[135,27432,1923,27433,27436,27437,27440],{},[144,27434,27435],{},"from name"," is what clients see in their inbox; ",[144,27438,27439],{},"reply-to"," is where their replies land; the signature and footer are appended to business emails.",[203,27442,4705],{"id":4704},[135,27444,27445,27446,27448],{},"The tab tracks unsaved changes and shows a bar until you ",[144,27447,4705],{}," or discard. Changes apply immediately once saved.",[276,27450,27451],{},[135,27452,27453],{},"There's exactly one brand chain — you never re-enter colours per page or per email. If your booking page and your emails ever look like different brands, that's a bug, not a setting: they read from the same place.",[149,27455,27457],{"id":27456},"personal-vs-business-email-signature","Personal vs business email signature",[135,27459,27460,27461,27464,27465,27468,27469,17274,27471,212],{},"The signature here is the ",[144,27462,27463],{},"business"," signature on automated emails. Your ",[144,27466,27467],{},"personal"," signature for one-to-one client emails — your name, title, photo — lives under ",[144,27470,9074],{},[221,27472,27473],{"href":12611},"Update your profile",[149,27475,325],{"id":324},[203,27477,27479],{"id":27478},"where-do-my-brand-colours-actually-show-up","Where do my brand colours actually show up?",[135,27481,27482],{},"The public venue and booking pages, the client portal, and client emails. The staff app keeps its own interface style.",[203,27484,27486],{"id":27485},"what-logo-size-works-best","What logo size works best?",[135,27488,27489],{},"Any common image format up to 2 MB. A wide, transparent-background version renders best across email and web.",[203,27491,27493],{"id":27492},"can-each-location-have-its-own-branding","Can each location have its own branding?",[135,27495,27496,27497,27501],{},"No — branding is business-wide. Locations differ in content (photos, hours, address) via their ",[221,27498,27500],{"href":27499},"\u002Fhelp\u002Fsettings\u002Fonline-presence","presence page",", not in brand.",{"title":363,"searchDepth":22,"depth":22,"links":27503},[27504,27505,27511,27512],{"id":27347,"depth":22,"text":27348},{"id":27407,"depth":22,"text":27408,"children":27506},[27507,27508,27509,27510],{"id":27413,"depth":32,"text":27414},{"id":27420,"depth":32,"text":27421},{"id":27429,"depth":32,"text":27430},{"id":4704,"depth":32,"text":4705},{"id":27456,"depth":22,"text":27457},{"id":324,"depth":22,"text":325,"children":27513},[27514,27515,27516],{"id":27478,"depth":32,"text":27479},{"id":27485,"depth":32,"text":27486},{"id":27492,"depth":32,"text":27493},"How to set your logo, brand colours, and email sender identity in Owneli — one place that themes your booking page, portal, and emails.","i-lucide-palette",[27520,27521,27522,27523,27524,27525],"upload logo","brand colors","customize booking page","email from name","reply to address","white label branding",{},"\u002Fhelp\u002Fsettings\u002Fbrand-and-appearance",[27499,10221],{"title":27335,"description":27517},"help\u002Fsettings\u002Fbrand-and-appearance","4-fTcScRRpNk5cxFPy5oVxNhrR9wDwGPI4XtYm4KDHA",{"id":27533,"title":27534,"audience":109,"body":27535,"category":114,"description":27620,"draft":387,"extension":388,"icon":9058,"keywords":27621,"meta":27627,"navigation":398,"order":27628,"path":27629,"related":27630,"seo":27631,"stem":27632,"updatedAt":403,"__hash__":27633},"help\u002Fhelp\u002Fbook-online\u002Faccept-a-quote.md","How do I accept a price estimate?",{"type":132,"value":27536,"toc":27607},[27537,27540,27544,27550,27553,27557,27584,27586,27590,27593,27597,27600,27604],[135,27538,27539],{},"Open the estimate link, pick the option you want (if there's more than one), and tap the book button — you're taken into the venue's booking flow with those services already chosen, so you just pick a time and confirm.",[149,27541,27543],{"id":27542},"what-does-the-estimate-show","What does the estimate show?",[135,27545,27546,27547,212],{},"A page in the venue's branding with each service's price and duration, any discount, service charge, and tax, the total — and the date the estimate is ",[144,27548,27549],{},"valid through",[135,27551,27552],{},"Some estimates offer alternatives — say, a lighter and a fuller treatment plan. Each option is a card with its own breakdown; tap the one you want (only one can be selected).",[149,27554,27556],{"id":27555},"how-do-i-accept-it","How do I accept it?",[200,27558,27559,27563,27566,27570,27573,27577],{},[203,27560,27562],{"id":27561},"choose-your-option","Choose your option",[135,27564,27565],{},"Skip this if there's only one.",[203,27567,27569],{"id":27568},"tap-the-book-button","Tap the book button",[135,27571,27572],{},"The booking flow opens with the estimate's services already in place.",[203,27574,27576],{"id":27575},"pick-a-time-and-confirm","Pick a time and confirm",[135,27578,27579,27580,27583],{},"The same as any ",[221,27581,27582],{"href":590},"online booking",", including any deposit the venue requires. Once booked, the estimate page shows which option you went with.",[149,27585,325],{"id":324},[203,27587,27589],{"id":27588},"the-estimate-has-expired-are-the-prices-still-good","The estimate has expired — are the prices still good?",[135,27591,27592],{},"Not necessarily. Prices aren't promised beyond the valid-through date — ask the venue for a fresh estimate; their details are on the page.",[203,27594,27596],{"id":27595},"can-i-book-part-of-an-estimate","Can I book part of an estimate?",[135,27598,27599],{},"An option books as a whole. If you want a different mix, ask the venue to send a revised estimate.",[203,27601,27603],{"id":27602},"does-accepting-commit-me-to-pay","Does accepting commit me to pay?",[135,27605,27606],{},"Accepting means booking, so the venue's normal booking and cancellation terms apply from there — shown to you during the booking flow.",{"title":363,"searchDepth":22,"depth":22,"links":27608},[27609,27610,27615],{"id":27542,"depth":22,"text":27543},{"id":27555,"depth":22,"text":27556,"children":27611},[27612,27613,27614],{"id":27561,"depth":32,"text":27562},{"id":27568,"depth":32,"text":27569},{"id":27575,"depth":32,"text":27576},{"id":324,"depth":22,"text":325,"children":27616},[27617,27618,27619],{"id":27588,"depth":32,"text":27589},{"id":27595,"depth":32,"text":27596},{"id":27602,"depth":32,"text":27603},"Open the estimate link your salon or clinic sent, compare the treatment options, and book the one you want before the valid-through date passes.",[27622,27623,27624,27625,27626],"accept a quote salon","price estimate link","treatment quote online","book from an estimate","quote expired",{},120,"\u002Fhelp\u002Fbook-online\u002Faccept-a-quote",[590],{"title":27534,"description":27620},"help\u002Fbook-online\u002Faccept-a-quote","9MY_awREhT5K5skH5G8Fp9HIHRwfEs8W76Vm-85pDFE",{"id":27635,"title":27636,"audience":7,"body":27637,"category":23,"description":27814,"draft":387,"extension":388,"icon":27815,"keywords":27816,"meta":27823,"navigation":398,"order":27628,"path":27824,"related":27825,"seo":27826,"stem":27827,"updatedAt":403,"__hash__":27828},"help\u002Fhelp\u002Fcalendar\u002Fcollect-forms-at-the-kiosk.md","Collect forms at the kiosk",{"type":132,"value":27638,"toc":27798},[27639,27646,27650,27732,27739,27743,27753,27764,27766,27770,27773,27777,27784,27788,27791,27795],[135,27640,27641,27642,27645],{},"The kiosk at ",[139,27643,27644],{},"\u002Fkiosk"," turns a signed-in tablet into a locked, PIN-protected screen where a client fills in and signs a form at the front desk. Staff pick the form and the client, then hand the device over — or send the form to the client's own phone with a QR code.",[149,27647,27649],{"id":27648},"how-do-i-set-up-kiosk-mode","How do I set up kiosk mode?",[200,27651,27652,27656,27664,27668,27678,27682,27704,27708,27721,27725],{},[203,27653,27655],{"id":27654},"open-the-kiosk","Open the kiosk",[135,27657,4678,27658,27660,27661,27663],{},[139,27659,27644],{}," on the device, or use the kiosk button on the ",[144,27662,3117],{}," page. The device must be signed in to Owneli — the kiosk is a staff surface, not a public one.",[203,27665,27667],{"id":27666},"lock-it-with-a-pin","Lock it with a PIN",[135,27669,1923,27670,27673,27674,27677],{},[144,27671,27672],{},"Set Up Kiosk Mode"," screen asks for a 4-digit PIN, then ",[144,27675,27676],{},"Start Kiosk Mode",". You'll need this PIN to exit, so the client can't wander out of the kiosk into your calendar.",[203,27679,27681],{"id":27680},"pick-the-form-and-the-client","Pick the form and the client",[135,27683,27684,27685,27688,27689,27692,27693,27696,27697,27700,27701,212],{},"On ",[144,27686,27687],{},"Select Form & Client",", search templates with ",[144,27690,27691],{},"Search templates…"," and clients with ",[144,27694,27695],{},"Search clients…",". For someone not yet on file, ",[144,27698,27699],{},"New walk-in client"," takes a name and an optional email and creates them tagged ",[139,27702,27703],{},"walk-in",[203,27705,27707],{"id":27706},"hand-the-device-over","Hand the device over",[135,27709,1139,27710,20394,27713,27716,27717,27720],{},[144,27711,27712],{},"Hand Device to Client",[144,27714,27715],{},"Send to phone",", which shows a ",[144,27718,27719],{},"Scan to fill"," QR code the client points their camera at to open the form on their own phone.",[203,27722,27724],{"id":27723},"done-ready-for-the-next-client","Done — ready for the next client",[135,27726,27727,27728,27731],{},"After submission the client sees ",[144,27729,27730],{},"Form Submitted"," — \"Please hand the device back to the staff member\" — and the kiosk resets itself for the next person.",[135,27733,27734,27735,27738],{},"To leave, press ",[144,27736,27737],{},"Exit Kiosk Mode"," and enter your PIN. Five wrong attempts locks the exit for 60 seconds.",[149,27740,27742],{"id":27741},"opening-forms-from-an-appointment","Opening forms from an appointment",[135,27744,27745,27746,27749,27750,27752],{},"For a booked client, you don't need the kiosk page at all: open the appointment and choose ",[144,27747,27748],{},"⋮ → Open forms in kiosk",". Each unsigned form linked to the visit opens in its own kiosk-mode tab, ready to hand over. If everything is already signed you get an ",[144,27751,26820],{}," toast.",[530,27754,27755],{},[135,27756,27757,27758,27760,27761,212],{},"The kiosk collects forms — it does not check clients in. Arrival check-in happens on the appointment itself with the ",[144,27759,26579],{}," button. See ",[221,27762,27763],{"href":8643},"the appointment detail panel",[149,27765,325],{"id":324},[203,27767,27769],{"id":27768},"can-clients-check-themselves-in-at-the-kiosk","Can clients check themselves in at the kiosk?",[135,27771,27772],{},"No. The kiosk is for filling in forms. A staff member selects the form and client first, then hands the device over; there is no self-service name search.",[203,27774,27776],{"id":27775},"what-if-the-walk-in-client-has-no-email","What if the walk-in client has no email?",[135,27778,27779,27780,27783],{},"Leave ",[144,27781,27782],{},"Email (optional for walk-ins)"," blank — the client is still created and can fill in the form. Add a real email to their profile later so they can receive receipts and reminders.",[203,27785,27787],{"id":27786},"i-forgot-the-kiosk-pin-how-do-i-get-out","I forgot the kiosk PIN. How do I get out?",[135,27789,27790],{},"The PIN lives only for that browser session. Close the browser (or the tab's session) and reopen the app, then start the kiosk again with a new PIN.",[203,27792,27794],{"id":27793},"does-the-qr-code-work-if-the-client-has-no-signal","Does the QR code work if the client has no signal?",[135,27796,27797],{},"The QR opens a normal web link, so the client's phone needs internet. If that's a problem, hand them the tablet instead.",{"title":363,"searchDepth":22,"depth":22,"links":27799},[27800,27807,27808],{"id":27648,"depth":22,"text":27649,"children":27801},[27802,27803,27804,27805,27806],{"id":27654,"depth":32,"text":27655},{"id":27666,"depth":32,"text":27667},{"id":27680,"depth":32,"text":27681},{"id":27706,"depth":32,"text":27707},{"id":27723,"depth":32,"text":27724},{"id":27741,"depth":22,"text":27742},{"id":324,"depth":22,"text":325,"children":27809},[27810,27811,27812,27813],{"id":27768,"depth":32,"text":27769},{"id":27775,"depth":32,"text":27776},{"id":27786,"depth":32,"text":27787},{"id":27793,"depth":32,"text":27794},"Turn a tablet into a locked kiosk so clients fill in and sign forms on the spot, or send the form to their own phone with a QR code.","i-lucide-tablet",[27817,27818,27819,27820,27821,27822],"kiosk mode tablet forms","client sign form on ipad","walk in client intake form","lock tablet for clients","qr code form to phone","exit kiosk mode pin",{},"\u002Fhelp\u002Fcalendar\u002Fcollect-forms-at-the-kiosk",[1542,8643],{"title":27636,"description":27814},"help\u002Fcalendar\u002Fcollect-forms-at-the-kiosk","IRG9kS-tRN5OVNUFEu5657fRML78kKGngajR35Bz83w",{"id":27830,"title":27831,"audience":7,"body":27832,"category":33,"description":28070,"draft":387,"extension":388,"icon":28071,"keywords":28072,"meta":28079,"navigation":398,"order":27628,"path":23277,"related":28080,"seo":28081,"stem":28082,"updatedAt":1545,"__hash__":28083},"help\u002Fhelp\u002Fcheckout\u002Fsales-history-and-receipts.md","Find a past sale and resend a receipt",{"type":132,"value":27833,"toc":28055},[27834,27847,27851,27899,27902,27906,27909,27954,27957,27961,27991,28004,28014,28016,28020,28029,28033,28041,28045,28048,28052],[135,27835,27836,27837,27839,27840,1295,27843,27846],{},"Every sale lives in ",[144,27838,1915],{}," (the Cart history page) — filter by date, status and client, and click a row to open its receipt or reopen the cart. From a receipt you can ",[144,27841,27842],{},"Email receipt",[144,27844,27845],{},"Print",", or start a refund.",[149,27848,27850],{"id":27849},"how-do-i-find-a-past-sale","How do I find a past sale?",[200,27852,27853,27857,27862,27866,27889,27893],{},[203,27854,27856],{"id":27855},"open-history","Open History",[135,27858,27859,27861],{},[144,27860,1915],{}," defaults to the last 30 days of completed sales.",[203,27863,27865],{"id":27864},"filter","Filter",[135,27867,1878,27868,1272,27871,27874,27875,16960,27877,1295,27879,1295,27881,270,27883,27885,27886,27888],{},[144,27869,27870],{},"From",[144,27872,27873],{},"To"," dates, pick a ",[144,27876,756],{},[144,27878,782],{},[144,27880,23182],{},[144,27882,14196],{},[144,27884,3477],{}," — and search with ",[144,27887,1259],{},". Filters live in the address bar, so a filtered view is bookmarkable, and report cells deep-link straight into the transactions behind them.",[203,27890,27892],{"id":27891},"open-the-row","Open the row",[135,27894,27895,27896,212],{},"A settled sale opens its receipt. Anything still owing or still open reopens in the POS instead — that's how you resume a draft or ",[221,27897,27898],{"href":21626},"collect an unpaid balance",[135,27900,27901],{},"Each row shows the client (or \"Walk-in\"), date, cashier, status, and the total — with \"owes\" flagged on unpaid sales. Sales are also reachable from the client's profile.",[149,27903,27905],{"id":27904},"resend-or-print-a-receipt","Resend or print a receipt",[135,27907,27908],{},"On the receipt page:",[157,27910,27911,27919],{},[160,27912,27913],{},[163,27914,27915,27917],{},[166,27916,1936],{},[166,27918,2345],{},[173,27920,27921,27934,27943],{},[163,27922,27923,27927],{},[178,27924,27925],{},[144,27926,27842],{},[178,27928,27929,27930,27933],{},"Sends to the client's email; shows ",[144,27931,27932],{},"No email on file"," when there isn't one — you can supply an address for a walk-in",[163,27935,27936,27940],{},[178,27937,27938],{},[144,27939,27845],{},[178,27941,27942],{},"A clean print layout, ready for a counter printer",[163,27944,27945,27949],{},[178,27946,27947],{},[144,27948,9550],{},[178,27950,27951,27952],{},"Opens the refund panel, if you hold the refund permission — see ",[221,27953,12938],{"href":1200},[135,27955,27956],{},"The receipt email also carries a \"view this receipt online\" link — a private page showing the same receipt, so the client always has a copy without an account.",[149,27958,27960],{"id":27959},"what-a-receipt-shows","What a receipt shows",[135,27962,27963,27964,1295,27967,27969,27970,27973,27974,27977,27978,1295,27981,27984,27985,699,27988,212],{},"Business details and tax ID, date and reference, who served, each item with quantity and price, then the money block: ",[144,27965,27966],{},"Subtotal",[144,27968,19066],{}," (with the reason), ",[144,27971,27972],{},"Tax"," broken out per rate, ",[144,27975,27976],{},"Card processing fee"," if one applied, ",[144,27979,27980],{},"Tip",[144,27982,27983],{},"Total"," — and, after any refund, ",[144,27986,27987],{},"Refunded",[144,27989,27990],{},"Net paid",[135,27992,27993,27994,699,27997,28000,28001,28003],{},"Every tender prints as its own payment row — Card, Cash (with ",[144,27995,27996],{},"Cash tendered",[144,27998,27999],{},"Change given","), Gift card (with ",[144,28002,21606],{},"), Package, Membership, Payment link, Card on file — so a split or redeemed sale reads exactly as it happened.",[276,28005,28006],{},[135,28007,28008,28009,1272,28011,28013],{},"There's no separate refund receipt: a refund appears on the original receipt as ",[144,28010,27987],{},[144,28012,27990],{},", keeping the whole story of the sale on one document.",[149,28015,325],{"id":324},[203,28017,28019],{"id":28018},"the-client-wants-their-receipt-again-do-i-reprint-or-resend","The client wants their receipt again — do I reprint or resend?",[135,28021,28022,28023,28025,28026,28028],{},"Either. ",[144,28024,27842],{}," re-sends it; ",[144,28027,27845],{}," gives a paper copy. The online receipt link in the email keeps working too.",[203,28030,28032],{"id":28031},"what-does-the-unpaid-filter-show","What does the Unpaid filter show?",[135,28034,28035,28036,28038,28039,212],{},"Completed sales that still owe money — closed with ",[144,28037,1161],{},". Click through to reopen and ",[144,28040,23193],{},[203,28042,28044],{"id":28043},"can-i-edit-a-completed-sale","Can I edit a completed sale?",[135,28046,28047],{},"No — completed sales are final. Correct money with a refund; correct the record by refunding and re-ringing.",[203,28049,28051],{"id":28050},"who-can-see-sales-history","Who can see sales history?",[135,28053,28054],{},"Anyone with POS view access. Refunding from a row additionally requires the refund permission, and voided sales require the void permission to create.",{"title":363,"searchDepth":22,"depth":22,"links":28056},[28057,28062,28063,28064],{"id":27849,"depth":22,"text":27850,"children":28058},[28059,28060,28061],{"id":27855,"depth":32,"text":27856},{"id":27864,"depth":32,"text":27865},{"id":27891,"depth":32,"text":27892},{"id":27904,"depth":22,"text":27905},{"id":27959,"depth":22,"text":27960},{"id":324,"depth":22,"text":325,"children":28065},[28066,28067,28068,28069],{"id":28018,"depth":32,"text":28019},{"id":28031,"depth":32,"text":28032},{"id":28043,"depth":32,"text":28044},{"id":28050,"depth":32,"text":28051},"Search sales history by date, status and client, reopen unpaid or draft sales, and resend a receipt by email, print it, or share its online link.","i-lucide-history",[28073,28074,28075,28076,28077,28078],"find a past sale","resend receipt to client","print receipt pos","unpaid sales list","what does the receipt show","reopen a sale",{},[1197,1200,21626],{"title":27831,"description":28070},"help\u002Fcheckout\u002Fsales-history-and-receipts","R1anek5zM3G5hiyuHZDTHWANQ70HinJjV-GIbt7M6rI",{"id":28085,"title":28086,"audience":7,"body":28087,"category":93,"description":28319,"draft":387,"extension":388,"icon":111,"keywords":28320,"meta":28327,"navigation":398,"order":27628,"path":27499,"related":28328,"seo":28329,"stem":28330,"updatedAt":403,"__hash__":28331},"help\u002Fhelp\u002Fsettings\u002Fonline-presence.md","Publish your online presence page",{"type":132,"value":28088,"toc":28304},[28089,28105,28118,28122,28183,28187,28226,28230,28233,28258,28270,28272,28276,28285,28289,28295,28299],[135,28090,28091,28092,28095,28096,28099,28100,28102,28103,212],{},"Every location gets a public venue page — where clients land from your booking link, Google profile, or Instagram bio. Build it with the guided wizard under ",[144,28093,28094],{},"Settings → Workspace → Locations → (your location) → Presence",", pass the readiness checks, and ",[144,28097,28098],{},"publish"," to flip it from ",[144,28101,15165],{}," to ",[144,28104,15161],{},[135,28106,28107,28110,28111,28114,28115,28117],{},[144,28108,28109],{},"Who can publish:"," the ",[144,28112,28113],{},"online booking — manage"," capability ",[4543,28116,5933],{}," manager level or above — putting a business's public page live is a deliberate act.",[149,28119,28121],{"id":28120},"what-goes-on-the-presence-page","What goes on the presence page?",[157,28123,28124,28133],{},[160,28125,28126],{},[163,28127,28128,28130],{},[166,28129,2569],{},[166,28131,28132],{},"Content",[173,28134,28135,28145,28155,28164,28174],{},[163,28136,28137,28142],{},[178,28138,28139],{},[144,28140,28141],{},"The basics",[178,28143,28144],{},"Address (or \"no physical address\" for mobile businesses), phone, email, directions",[163,28146,28147,28152],{},[178,28148,28149],{},[144,28150,28151],{},"Description",[178,28153,28154],{},"What you do, in your own words",[163,28156,28157,28161],{},[178,28158,28159],{},[144,28160,1489],{},[178,28162,28163],{},"Uploaded images with a chosen cover — pages with real photos convert",[163,28165,28166,28171],{},[178,28167,28168],{},[144,28169,28170],{},"Amenities, highlights, values",[178,28172,28173],{},"Picked from built-in lists (parking, accessibility, and so on)",[163,28175,28176,28180],{},[178,28177,28178],{},[144,28179,15145],{},[178,28181,28182],{},"Shown on the page",[149,28184,28186],{"id":28185},"how-do-i-publish-the-page","How do I publish the page?",[200,28188,28189,28193,28202,28206,28209,28213,28216,28218],{},[203,28190,28192],{"id":28191},"open-the-locations-presence-page","Open the location's Presence page",[135,28194,28195,28198,28199,212],{},[144,28196,28197],{},"Settings → Workspace → Locations",", open the location, go to ",[144,28200,28201],{},"Presence",[203,28203,28205],{"id":28204},"work-through-the-wizard","Work through the wizard",[135,28207,28208],{},"Fill each section above. You can save and come back — nothing is public yet.",[203,28210,28212],{"id":28211},"pass-the-readiness-checks","Pass the readiness checks",[135,28214,28215],{},"The page runs a checklist of what's still missing, with required items marked. Fix what's flagged.",[203,28217,2244],{"id":28098},[135,28219,28220,28221,28102,28223,28225],{},"When the checks pass, publish flips the page from ",[144,28222,15165],{},[144,28224,15161],{}," — live at your venue URL immediately. You can unlist again at any time.",[149,28227,28229],{"id":28228},"after-its-live","After it's live",[135,28231,28232],{},"The Presence page becomes a small dashboard for that location:",[716,28234,28235,28241,28247],{},[719,28236,28237,28240],{},[144,28238,28239],{},"KPIs"," — new clients, average appointment value, share of bookings arriving online.",[719,28242,28243,28246],{},[144,28244,28245],{},"Recent activity"," — bookings and conversions attributed to the page.",[719,28248,28249,28252,28253,28257],{},[144,28250,28251],{},"Related add-ons"," — shortcuts to ",[221,28254,28256],{"href":28255},"\u002Fhelp\u002Fsettings\u002Fgoogle-reserve","Get found on Google"," and the Google rating boost.",[276,28259,28260],{},[135,28261,28262,28263,28265,28266,28269],{},"Your brand colours and logo come from ",[221,28264,27335],{"href":27527}," — the presence wizard is about this location's ",[4543,28267,28268],{},"content",", not styling.",[149,28271,325],{"id":324},[203,28273,28275],{"id":28274},"whats-the-difference-between-unlisted-and-listed","What's the difference between unlisted and listed?",[135,28277,28278,28280,28281,28284],{},[144,28279,15165],{}," pages aren't reachable by the public; ",[144,28282,28283],{},"listed"," pages are live at your venue URL. Publishing is the switch between them.",[203,28286,28288],{"id":28287},"do-clients-need-the-presence-page-to-book-online","Do clients need the presence page to book online?",[135,28290,28291,28292,28294],{},"It's the front door — your booking flow lives behind it. Turn on ",[221,28293,27582],{"href":18289}," and publish the page together.",[203,28296,28298],{"id":28297},"i-have-several-locations-one-page-or-many","I have several locations — one page or many?",[135,28300,28301,28302,212],{},"One page per location, each with its own content, photos, hours, and URL. See ",[221,28303,14869],{"href":15254},{"title":363,"searchDepth":22,"depth":22,"links":28305},[28306,28307,28313,28314],{"id":28120,"depth":22,"text":28121},{"id":28185,"depth":22,"text":28186,"children":28308},[28309,28310,28311,28312],{"id":28191,"depth":32,"text":28192},{"id":28204,"depth":32,"text":28205},{"id":28211,"depth":32,"text":28212},{"id":28098,"depth":32,"text":2244},{"id":28228,"depth":22,"text":28229},{"id":324,"depth":22,"text":325,"children":28315},[28316,28317,28318],{"id":28274,"depth":32,"text":28275},{"id":28287,"depth":32,"text":28288},{"id":28297,"depth":32,"text":28298},"How to build and publish each location's public page in Owneli — profile, photos, hours, readiness checks, and going from unlisted to listed.",[28321,28322,28323,28324,28325,28326],"publish my booking page","public venue page","business profile page","add photos to booking page","unlisted vs listed","online presence",{},[18289,27527,15254],{"title":28086,"description":28319},"help\u002Fsettings\u002Fonline-presence","iO9_3v5pdUSdohm2pJeD6P93yWYmleShuDuoIBW3OZs",{"id":28333,"title":28334,"audience":109,"body":28335,"category":114,"description":28437,"draft":387,"extension":388,"icon":6921,"keywords":28438,"meta":28444,"navigation":398,"order":28445,"path":28446,"related":28447,"seo":28448,"stem":28449,"updatedAt":403,"__hash__":28450},"help\u002Fhelp\u002Fbook-online\u002Ftip-or-review-after-your-visit.md","Leave a tip or a review after your visit",{"type":132,"value":28336,"toc":28424},[28337,28340,28344,28347,28367,28370,28374,28395,28400,28403,28405,28407,28410,28414,28417,28421],[135,28338,28339],{},"After a visit you may get a tip link, a review link, or both. Tipping is entirely optional — nothing is pre-selected and \"No thanks\" is one tap. A review is a star rating, a would-you-recommend question, and an optional comment, submitted once.",[149,28341,28343],{"id":28342},"how-does-the-tip-link-work","How does the tip link work?",[135,28345,28346],{},"The page shows your visit — who looked after you and the total — with suggested amounts based on it. Three things are true by design:",[716,28348,28349,28355,28361],{},[719,28350,28351,28354],{},[144,28352,28353],{},"Nothing is pre-selected."," The default is zero.",[719,28356,28357,28360],{},[144,28358,28359],{},"Presets are suggestions."," Tap one, or type any amount of your own.",[719,28362,28363,28366],{},[144,28364,28365],{},"\"No thanks\" is one tap."," Declining is a first-class choice.",[135,28368,28369],{},"If you tip, you enter your card on the secure form — the venue never sees your card number. Already tipped, at the venue or through the link before? The page shows that instead of asking again.",[149,28371,28373],{"id":28372},"how-does-the-review-link-work","How does the review link work?",[200,28375,28376,28380,28383,28387,28390,28392],{},[203,28377,28379],{"id":28378},"rate-your-visit","Rate your visit",[135,28381,28382],{},"Tap a star rating and answer whether you'd recommend the venue.",[203,28384,28386],{"id":28385},"add-a-comment-if-you-like","Add a comment if you like",[135,28388,28389],{},"It's optional.",[203,28391,12655],{"id":12654},[135,28393,28394],{},"Your review goes to the venue.",[530,28396,28397],{},[135,28398,28399],{},"Once submitted, a review can't be edited or resubmitted from the link — it's one and done.",[135,28401,28402],{},"If you rate the visit highly, the page may invite you to share your review on Google, Yelp, or Facebook — entirely optional, on the platform's own site.",[149,28404,325],{"id":324},[203,28406,19139],{"id":19138},[135,28408,28409],{},"No. The page is built so that not tipping is as easy as tipping.",[203,28411,28413],{"id":28412},"can-i-change-my-review-later","Can I change my review later?",[135,28415,28416],{},"Not from the link. If something important changed, contact the venue directly.",[203,28418,28420],{"id":28419},"the-review-link-says-invalid-or-expired-why","The review link says invalid or expired — why?",[135,28422,28423],{},"It was already used or timed out. Nothing to fix on your end.",{"title":363,"searchDepth":22,"depth":22,"links":28425},[28426,28427,28432],{"id":28342,"depth":22,"text":28343},{"id":28372,"depth":22,"text":28373,"children":28428},[28429,28430,28431],{"id":28378,"depth":32,"text":28379},{"id":28385,"depth":32,"text":28386},{"id":12654,"depth":32,"text":12655},{"id":324,"depth":22,"text":325,"children":28433},[28434,28435,28436],{"id":19138,"depth":32,"text":19139},{"id":28412,"depth":32,"text":28413},{"id":28419,"depth":32,"text":28420},"The two follow-up links your salon may send after a visit — tipping is always optional with nothing pre-selected, and reviews are one-time only.",[28439,28440,28441,28442,28443],"tip after appointment link","do i have to tip","leave a review salon","edit my review","star rating link",{},130,"\u002Fhelp\u002Fbook-online\u002Ftip-or-review-after-your-visit",[19164,19166],{"title":28334,"description":28437},"help\u002Fbook-online\u002Ftip-or-review-after-your-visit","RxfSZaqo3NfTp4CDWki2BhldXV4Sm51xSooum5zwCiA",{"id":28452,"title":28453,"audience":7,"body":28454,"category":23,"description":28610,"draft":387,"extension":388,"icon":111,"keywords":28611,"meta":28617,"navigation":398,"order":28445,"path":25586,"related":28618,"seo":28619,"stem":28620,"updatedAt":403,"__hash__":28621},"help\u002Fhelp\u002Fcalendar\u002Ftime-zones-on-the-calendar.md","How time zones work on the calendar",{"type":132,"value":28455,"toc":28600},[28456,28463,28467,28470,28521,28524,28533,28535,28538,28564,28567,28571,28574,28576,28580,28586,28590,28593,28597],[135,28457,28458,28459,28462],{},"The calendar always shows appointments in the ",[144,28460,28461],{},"clinic's"," time zone — the zone of the location you're viewing — no matter where you or your device happen to be. A 2 PM booking at your New York location sits at 2 PM on the grid even if you're checking it from Los Angeles.",[149,28464,28466],{"id":28465},"which-time-zone-does-the-calendar-use","Which time zone does the calendar use?",[135,28468,28469],{},"Owneli resolves the display zone in this order:",[157,28471,28472,28482],{},[160,28473,28474],{},[163,28475,28476,28478,28480],{},[166,28477,18919],{},[166,28479,11465],{},[166,28481,24908],{},[173,28483,28484,28498,28510],{},[163,28485,28486,28488,28495],{},[178,28487,18930],{},[178,28489,28490,28491,28494],{},"The active ",[144,28492,28493],{},"location's"," time zone",[178,28496,28497],{},"The location editor",[163,28499,28500,28502,28505],{},[178,28501,18943],{},[178,28503,28504],{},"The business default",[178,28506,28507],{},[144,28508,28509],{},"Settings → Defaults → Timezone",[163,28511,28512,28515,28518],{},[178,28513,28514],{},"3",[178,28516,28517],{},"Your browser's zone",[178,28519,28520],{},"Fallback only",[135,28522,28523],{},"Appointments are stored as absolute moments in time, so nothing shifts when you change these settings — only how the grid labels the hours.",[276,28525,28526],{},[135,28527,28528,28529,28532],{},"When you change the business default and your locations use a different zone, Owneli asks ",[144,28530,28531],{},"\"Update location timezones?\""," so the calendar and the default stay in agreement. The location's zone is what the calendar actually follows.",[149,28534,17250],{"id":17249},[135,28536,28537],{},"Clients always see the salon's local time — the time they should walk through your door:",[716,28539,28540,28546,28552,28558],{},[719,28541,28542,28545],{},[144,28543,28544],{},"Confirmation and reminder emails"," show the time in your location's zone with the zone label spelled out, e.g. \"3:00 PM EDT\".",[719,28547,28548,28551],{},[144,28549,28550],{},"The public booking page"," offers slots in the location's zone.",[719,28553,28554,28557],{},[144,28555,28556],{},"The manage-booking link"," shows the visit in the same zone.",[719,28559,28560,28563],{},[144,28561,28562],{},"Reminder SMS"," say \"today\" or \"tomorrow\" resolved in the clinic's zone at the moment of sending.",[135,28565,28566],{},"So a client booking your Toronto clinic from a phone set to London time still sees Toronto times — deliberately, because the appointment happens in Toronto.",[149,28568,28570],{"id":28569},"multiple-locations","Multiple locations",[135,28572,28573],{},"Each location carries its own time zone, and its calendar renders in it. One caveat: when you look at a client's history across locations, the times render in the zone of the location you're currently working in, not each visit's own location.",[149,28575,325],{"id":324},[203,28577,28579],{"id":28578},"the-calendar-shows-the-wrong-times-what-do-i-check","The calendar shows the wrong times — what do I check?",[135,28581,28582,28583,28585],{},"Check the active location's time zone in the location editor first, then ",[144,28584,28509],{},". The location's zone wins.",[203,28587,28589],{"id":28588},"do-clients-in-another-time-zone-see-their-local-time","Do clients in another time zone see their local time?",[135,28591,28592],{},"No — they see the salon's local time, labelled with the zone (\"EDT\"). That's the time to arrive, which is the number that matters.",[203,28594,28596],{"id":28595},"if-i-change-the-time-zone-do-existing-appointments-move","If I change the time zone, do existing appointments move?",[135,28598,28599],{},"No. Appointments are stored as absolute moments; changing the zone only changes the labels on the grid and in future emails.",{"title":363,"searchDepth":22,"depth":22,"links":28601},[28602,28603,28604,28605],{"id":28465,"depth":22,"text":28466},{"id":17249,"depth":22,"text":17250},{"id":28569,"depth":22,"text":28570},{"id":324,"depth":22,"text":325,"children":28606},[28607,28608,28609],{"id":28578,"depth":32,"text":28579},{"id":28588,"depth":32,"text":28589},{"id":28595,"depth":32,"text":28596},"The calendar always shows your clinic's local time, not the viewer's. Learn where the time zone is set and what clients see in emails.",[28612,28613,28614,28615,28616],"calendar wrong time zone","appointment time zone in emails","change business time zone","clinic time vs client time","location timezone setting",{},[912,19245,15254],{"title":28453,"description":28610},"help\u002Fcalendar\u002Ftime-zones-on-the-calendar","V-tTgyUi0hZi_c6k0gi0iEIl9WRmSQJ_csoO0EWZgy0",{"id":28623,"title":28624,"audience":7,"body":28625,"category":33,"description":28821,"draft":387,"extension":388,"icon":7526,"keywords":28822,"meta":28828,"navigation":398,"order":28445,"path":28829,"related":28830,"seo":28831,"stem":28832,"updatedAt":403,"__hash__":28833},"help\u002Fhelp\u002Fcheckout\u002Fhandle-an-online-order.md","Handle an online store order",{"type":132,"value":28626,"toc":28807},[28627,28647,28651,28689,28736,28743,28747,28752,28769,28772,28774,28778,28781,28785,28788,28792,28797,28801],[135,28628,28629,28630,28632,28633,28636,28637,28640,28641,28636,28644,212],{},"Orders from your online shop land in ",[144,28631,18243],{},", already paid. Your job is fulfilment: mark a pickup order ",[144,28634,28635],{},"Mark ready"," then ",[144,28638,28639],{},"Mark picked up",", or a shipment ",[144,28642,28643],{},"Mark shipped",[144,28645,28646],{},"Mark delivered",[149,28648,28650],{"id":28649},"how-do-i-fulfil-an-online-order","How do I fulfil an online order?",[200,28652,28653,28655,28663,28667,28679,28683],{},[203,28654,20367],{"id":20366},[135,28656,28657,28659,28660,212],{},[144,28658,18243],{}," lists every storefront order, newest first, with filter pills — ",[144,28661,28662],{},"All \u002F New \u002F Ready \u002F Shipped \u002F Completed \u002F Cancelled",[203,28664,28666],{"id":28665},"read-the-order","Read the order",[135,28668,28669,28670,1295,28673,270,28676,212],{},"Each row shows the buyer, the items, the total, and a chip for how they chose to receive it: ",[144,28671,28672],{},"Pickup",[144,28674,28675],{},"Ship",[144,28677,28678],{},"Reserved for visit",[203,28680,28682],{"id":28681},"advance-it","Advance it",[135,28684,28685,28686,28688],{},"The action button matches the order type — one press per stage, and the order moves to ",[144,28687,782],{}," at the end.",[157,28690,28691,28704],{},[160,28692,28693],{},[163,28694,28695,28698,28701],{},[166,28696,28697],{},"Order type",[166,28699,28700],{},"First action",[166,28702,28703],{},"Final action",[173,28705,28706,28722],{},[163,28707,28708,28714,28718],{},[178,28709,28710,1272,28712],{},[144,28711,28672],{},[144,28713,28678],{},[178,28715,28716],{},[144,28717,28635],{},[178,28719,28720],{},[144,28721,28639],{},[163,28723,28724,28728,28732],{},[178,28725,28726],{},[144,28727,28675],{},[178,28729,28730],{},[144,28731,28643],{},[178,28733,28734],{},[144,28735,28646],{},[135,28737,28738,28739,28742],{},"There is no accept step — an order only appears once its payment succeeded, so a ",[144,28740,28741],{},"New"," order is already yours to fulfil. Stock was deducted and the buyer's receipt emailed at the moment of payment.",[149,28744,28746],{"id":28745},"cancelling-and-refunding","Cancelling and refunding",[135,28748,28749,28751],{},[144,28750,9531],{}," is available on any order that isn't already completed or cancelled — and it's a status change only.",[530,28753,28754],{},[135,28755,28756,28757,28759,28760,28763,28764,28766,28767,212],{},"Cancelling an order does ",[144,28758,1181],{}," refund the buyer or restock the items. Issue the refund from the sale itself — find it in ",[221,28761,28762],{"href":23277},"sales history",", open the refund panel, and tick ",[144,28765,13003],{}," on a full refund to return the stock. See ",[221,28768,12938],{"href":1200},[135,28770,28771],{},"Completed and cancelled orders are locked — there's no un-cancel or reopen.",[149,28773,325],{"id":324},[203,28775,28777],{"id":28776},"does-the-buyer-get-an-email-when-i-mark-the-order-ready-or-shipped","Does the buyer get an email when I mark the order ready or shipped?",[135,28779,28780],{},"No — status changes are internal bookkeeping. The buyer's only automatic email is the receipt at payment. If they need to know their order is ready, contact them directly.",[203,28782,28784],{"id":28783},"the-buyer-paid-wheres-the-money","The buyer paid — where's the money?",[135,28786,28787],{},"Settled to your connected payment processor at order time, like any card sale. The order shows in sales history alongside your in-store sales.",[203,28789,28791],{"id":28790},"an-item-in-the-order-is-actually-out-of-stock-what-do-i-do","An item in the order is actually out of stock — what do I do?",[135,28793,28794,28795,212],{},"The storefront checks stock at payment, but if you can't fulfil, refund the affected amount from the sale and contact the buyer. Then correct the stock record so the shop stops offering it — see ",[221,28796,14501],{"href":14861},[203,28798,28800],{"id":28799},"can-i-add-tracking-numbers-to-a-shipment","Can I add tracking numbers to a shipment?",[135,28802,28803,28804,28806],{},"Not currently — ",[144,28805,28643],{}," records the status only. Share tracking with the buyer directly.",{"title":363,"searchDepth":22,"depth":22,"links":28808},[28809,28814,28815],{"id":28649,"depth":22,"text":28650,"children":28810},[28811,28812,28813],{"id":20366,"depth":32,"text":20367},{"id":28665,"depth":32,"text":28666},{"id":28681,"depth":32,"text":28682},{"id":28745,"depth":22,"text":28746},{"id":324,"depth":22,"text":325,"children":28816},[28817,28818,28819,28820],{"id":28776,"depth":32,"text":28777},{"id":28783,"depth":32,"text":28784},{"id":28790,"depth":32,"text":28791},{"id":28799,"depth":32,"text":28800},"Work the online orders queue — mark pickup orders ready and collected, mark shipments shipped and delivered, and cancel or refund an order.",[28823,28824,28825,28826,28827],"fulfil online store order","mark order shipped","online order ready for pickup","cancel online order refund","shop orders queue",{},"\u002Fhelp\u002Fcheckout\u002Fhandle-an-online-order",[23277,1200,14861],{"title":28624,"description":28821},"help\u002Fcheckout\u002Fhandle-an-online-order","1SPKWbjBr9hv60y8HiI187Ydv0VtSNIf2GrV8qbxP6w",{"id":28835,"title":28836,"audience":7,"body":28837,"category":93,"description":29045,"draft":387,"extension":388,"icon":29046,"keywords":29047,"meta":29054,"navigation":398,"order":28445,"path":29055,"related":29056,"seo":29057,"stem":29058,"updatedAt":403,"__hash__":29059},"help\u002Fhelp\u002Fsettings\u002Fonline-shop.md","Set up the online shop",{"type":132,"value":28838,"toc":29034},[28839,28849,28858,28862,28868,28942,28949,28953,28967,28969,28972,28985,28989,29007,29009,29013,29018,29022,29025,29029],[135,28840,28841,28842,28845,28846,28848],{},"Turn on the shop in ",[144,28843,28844],{},"Settings → Storefront & integrations → Store",", flip on the things you sell — products, gift cards, memberships — and set your shipping rate and returns note. The shop appears on your public venue page, and orders land in ",[144,28847,18243],{}," for your team to fulfil.",[135,28850,28851,28853,28854,28857],{},[144,28852,26226],{}," the tab needs the ",[144,28855,28856],{},"store — manage"," capability; two sections inside need more (noted below).",[149,28859,28861],{"id":28860},"what-can-i-turn-on-in-the-store-settings","What can I turn on in the store settings?",[135,28863,28864,28867],{},[144,28865,28866],{},"Store enabled"," is the master switch. Below it, business-wide feature toggles:",[157,28869,28870,28880],{},[160,28871,28872],{},[163,28873,28874,28877],{},[166,28875,28876],{},"Toggle",[166,28878,28879],{},"What it sells or shows",[173,28881,28882,28891,28900,28909,28918,28932],{},[163,28883,28884,28888],{},[178,28885,28886],{},[144,28887,2676],{},[178,28889,28890],{},"Gift cards purchasable online",[163,28892,28893,28897],{},[178,28894,28895],{},[144,28896,2608],{},[178,28898,28899],{},"Membership plans purchasable online",[163,28901,28902,28906],{},[178,28903,28904],{},[144,28905,1519],{},[178,28907,28908],{},"Client reviews on the storefront",[163,28910,28911,28915],{},[178,28912,28913],{},[144,28914,3152],{},[178,28916,28917],{},"Product bundles",[163,28919,28920,28925],{},[178,28921,28922],{},[144,28923,28924],{},"Subscriptions",[178,28926,28927,28928,28931],{},"Repeat product orders, with a configurable ",[144,28929,28930],{},"subscribe discount"," %",[163,28933,28934,28939],{},[178,28935,28936],{},[144,28937,28938],{},"Recommendations",[178,28940,28941],{},"Suggested products",[135,28943,28944,28945,28948],{},"These toggles are org-wide on purpose — ",[4543,28946,28947],{},"what your brand sells online"," is a brand decision, the same at every location.",[149,28950,28952],{"id":28951},"economics","Economics",[716,28954,28955,28961],{},[719,28956,28957,28960],{},[144,28958,28959],{},"Flat shipping rate"," — charged to ship an order.",[719,28962,28963,28966],{},[144,28964,28965],{},"Returns note"," — your returns policy text, shown to buyers.",[149,28968,18153],{"id":18152},[135,28970,28971],{},"What legitimately varies by site — shipping rate, returns note, subscribe discount, or \"not sold online at this location\" — can be overridden per location at the bottom of the tab.",[317,28973,28974],{},[135,28975,28976,28977,28980,28981,28984],{},"Location overrides save through the location record, so they additionally require the ",[144,28978,28979],{},"locations — manage"," capability — roles without it won't see the section. The ",[144,28982,28983],{},"package lifecycle emails"," switch on this tab saves through organization settings and is admin-only.",[149,28986,28988],{"id":28987},"where-the-catalog-comes-from","Where the catalog comes from",[135,28990,28991,28992,28995,28996,28999,29000,1295,29003,29006],{},"The store tab decides ",[4543,28993,28994],{},"whether"," there's a shop — ",[4543,28997,28998],{},"what's in it"," comes from your ",[221,29001,29002],{"href":14861},"product catalog",[221,29004,29005],{"href":1201},"gift cards",", and membership plans.",[149,29008,325],{"id":324},[203,29010,29012],{"id":29011},"where-do-online-orders-show-up","Where do online orders show up?",[135,29014,29015,29017],{},[144,29016,18243],{},", ready for your team to fulfil.",[203,29019,29021],{"id":29020},"can-one-location-opt-out-of-the-shop","Can one location opt out of the shop?",[135,29023,29024],{},"Yes — use its per-location override to disable selling online at that location while the rest of the business stays live.",[203,29026,29028],{"id":29027},"do-online-sales-respect-stock-levels","Do online sales respect stock levels?",[135,29030,29031,29032,212],{},"Products sell from the same catalog and stock as the POS — keep counts honest in ",[221,29033,14501],{"href":14861},{"title":363,"searchDepth":22,"depth":22,"links":29035},[29036,29037,29038,29039,29040],{"id":28860,"depth":22,"text":28861},{"id":28951,"depth":22,"text":28952},{"id":18152,"depth":22,"text":18153},{"id":28987,"depth":22,"text":28988},{"id":324,"depth":22,"text":325,"children":29041},[29042,29043,29044],{"id":29011,"depth":32,"text":29012},{"id":29020,"depth":32,"text":29021},{"id":29027,"depth":32,"text":29028},"How to turn on your Owneli online store, choose what's sold — products, gift cards, memberships — and set shipping, returns, and overrides.","i-lucide-store",[29048,29049,29050,29051,29052,29053],"sell products online","online store setup","sell gift cards online","storefront settings","shipping rate","online shop toggle",{},"\u002Fhelp\u002Fsettings\u002Fonline-shop",[14861,1201,27499],{"title":28836,"description":29045},"help\u002Fsettings\u002Fonline-shop","n5tSC7BgWlGVx6Xy4-PUZsZT5nfqhZ-FdTGKJZE8nIk",{"id":29061,"title":29062,"audience":109,"body":29063,"category":114,"description":29159,"draft":387,"extension":388,"icon":1194,"keywords":29160,"meta":29166,"navigation":398,"order":29167,"path":19166,"related":29168,"seo":29169,"stem":29170,"updatedAt":403,"__hash__":29171},"help\u002Fhelp\u002Fbook-online\u002Ffind-your-receipt.md","Where do I find my receipt?",{"type":132,"value":29064,"toc":29145},[29065,29074,29078,29081,29085,29106,29110,29119,29121,29125,29128,29132,29138,29142],[135,29066,4560,29067,29070,29071,29073],{},[144,29068,29069],{},"view this receipt online"," link in the email your venue sent after you paid — it shows your itemised copy with no sign-in needed. Tap ",[144,29072,27845],{}," to print it or save it as a PDF.",[149,29075,29077],{"id":29076},"whats-on-my-receipt","What's on my receipt?",[135,29079,29080],{},"Every item, discounts, tax, tip, the total, and how it was paid — the venue's name and address at the top, so it works for expenses or insurance claims.",[149,29082,29084],{"id":29083},"how-do-i-save-it-as-a-pdf","How do I save it as a PDF?",[200,29086,29087,29091,29094,29096,29099,29103],{},[203,29088,29090],{"id":29089},"open-the-receipt-link","Open the receipt link",[135,29092,29093],{},"From the email — no sign-in needed.",[203,29095,17659],{"id":17658},[135,29097,29098],{},"Your device's print screen opens.",[203,29100,29102],{"id":29101},"choose-save-as-pdf","Choose Save as PDF",[135,29104,29105],{},"On most phones and computers it's an option on that same print screen.",[149,29107,29109],{"id":29108},"where-are-all-my-past-receipts","Where are all my past receipts?",[135,29111,29112,29113,29115,29116,212],{},"If your venue offers a client account, sign in and open ",[144,29114,17548],{}," — every receipt from your visits is listed, each openable and printable. See ",[221,29117,29118],{"href":17713},"Your wallet",[149,29120,325],{"id":324},[203,29122,29124],{"id":29123},"the-link-says-receipt-not-found-why","The link says receipt not found — why?",[135,29126,29127],{},"The link may be mistyped (they're long — open it directly rather than retyping) or no longer valid. Ask the venue to resend it; it takes them a moment.",[203,29129,29131],{"id":29130},"i-never-got-a-receipt-email-can-i-still-get-one","I never got a receipt email — can I still get one?",[135,29133,29134,29135,29137],{},"Yes — ask the venue to send or resend it, or find it under ",[144,29136,17548],{}," if you have an account.",[203,29139,29141],{"id":29140},"is-my-receipt-private","Is my receipt private?",[135,29143,29144],{},"Anyone with the link can open it, so treat the link like the receipt itself.",{"title":363,"searchDepth":22,"depth":22,"links":29146},[29147,29148,29153,29154],{"id":29076,"depth":22,"text":29077},{"id":29083,"depth":22,"text":29084,"children":29149},[29150,29151,29152],{"id":29089,"depth":32,"text":29090},{"id":17658,"depth":32,"text":17659},{"id":29101,"depth":32,"text":29102},{"id":29108,"depth":22,"text":29109},{"id":324,"depth":22,"text":325,"children":29155},[29156,29157,29158],{"id":29123,"depth":32,"text":29124},{"id":29130,"depth":32,"text":29131},{"id":29140,"depth":32,"text":29141},"Open the receipt link from your email to see your itemised copy, print it or save it as a PDF, and find every past receipt in your online account.",[29161,29162,29163,29164,29165],"find my salon receipt","receipt link email","save receipt as pdf","itemised receipt salon","past receipts online",{},140,[17713,19164],{"title":29062,"description":29159},"help\u002Fbook-online\u002Ffind-your-receipt","j9AwwpVzZD50Yj6m91Uf6Op_Ch03ohE-L4SZfA0FWzg",{"id":29173,"title":29174,"audience":7,"body":29175,"category":33,"description":29328,"draft":387,"extension":388,"icon":15536,"keywords":29329,"meta":29336,"navigation":398,"order":29167,"path":16458,"related":29337,"seo":29338,"stem":29339,"updatedAt":403,"__hash__":29340},"help\u002Fhelp\u002Fcheckout\u002Ftaxes-at-checkout.md","How taxes apply at checkout",{"type":132,"value":29176,"toc":29317},[29177,29183,29187,29240,29247,29251,29257,29261,29276,29281,29283,29287,29294,29298,29303,29307,29310,29314],[135,29178,29179,29180,29182],{},"Tax is applied automatically: every service and product line picks up its tax rate the moment it's added to the cart, from the rates configured under ",[144,29181,6600],{},". Nothing is typed at the till — if a sale's tax looks wrong, the fix is in settings, not at checkout.",[149,29184,29186],{"id":29185},"where-does-each-lines-tax-rate-come-from","Where does each line's tax rate come from?",[157,29188,29189,29199],{},[160,29190,29191],{},[163,29192,29193,29196],{},[166,29194,29195],{},"Line type",[166,29197,29198],{},"Rate used",[173,29200,29201,29210,29219,29226,29233],{},[163,29202,29203,29205],{},[178,29204,844],{},[178,29206,29207,29208],{},"The service's own tax rate if set, else the ",[144,29209,25124],{},[163,29211,29212,29215],{},[178,29213,29214],{},"Product",[178,29216,1923,29217],{},[144,29218,25136],{},[163,29220,29221,29223],{},[178,29222,1084],{},[178,29224,29225],{},"The package's own rate if set, else the default service tax — packages are prepaid services",[163,29227,29228,29230],{},[178,29229,1064],{},[178,29231,29232],{},"No tax — tax is charged when the card is spent, not when it's bought",[163,29234,29235,29238],{},[178,29236,29237],{},"Membership, tip, service charge",[178,29239,25168],{},[135,29241,29242,29243,29246],{},"Rates are ",[144,29244,29245],{},"named",", and a rate can be composite — several components (say GST + PST) whose percentages add up to the rate charged. Prices in Owneli are tax-exclusive: tax is added on top and shown as its own line, never buried in the price.",[149,29248,29250],{"id":29249},"discounts-change-the-tax","Discounts change the tax",[135,29252,29253,29254,212],{},"Tax is calculated on the discounted amount, at both line and cart level — discount first, then tax. A comped line carries no tax. See ",[221,29255,29256],{"href":19597},"Apply a discount or deal",[149,29258,29260],{"id":29259},"what-you-see-at-the-till-and-on-the-receipt","What you see at the till and on the receipt",[716,29262,29263,29269],{},[719,29264,29265,29266,29268],{},"The checkout summary shows one ",[144,29267,27972],{}," row. On a mixed cart — some lines taxed, some not — an \"On …\" note names exactly which lines the tax applies to, so a part-taxed total never looks like an error.",[719,29270,29271,29272,29275],{},"The receipt breaks tax out ",[144,29273,29274],{},"per rate",", with composite rates expanded into their components — the split you need for remittance.",[276,29277,29278],{},[135,29279,29280],{},"The rate is stamped onto the line when it's added and snapshotted on the completed sale — changing a tax rate in settings affects future sales, and history keeps the tax that was actually charged.",[149,29282,325],{"id":324},[203,29284,29286],{"id":29285},"why-is-one-line-on-the-sale-not-taxed","Why is one line on the sale not taxed?",[135,29288,29289,29290,29293],{},"It's a line type that doesn't carry tax (gift card, membership, tip, service charge), or its service resolves to a \"No tax\" rate. The summary's \"On …\" note lists what ",[4543,29291,29292],{},"is"," taxed.",[203,29295,29297],{"id":29296},"can-i-change-the-tax-on-a-single-sale-at-the-register","Can I change the tax on a single sale at the register?",[135,29299,29300,29301,212],{},"No — there's no per-sale tax override at the POS. Tax follows the item's configured rate; fix the service's rate or the defaults under ",[144,29302,6600],{},[203,29304,29306],{"id":29305},"how-do-i-charge-two-taxes-like-gst-and-qst","How do I charge two taxes, like GST and QST?",[135,29308,29309],{},"Create one composite rate with both as components. The till charges the sum; the receipt and reports show the per-component split.",[203,29311,29313],{"id":29312},"is-tax-charged-on-a-gift-card-purchase","Is tax charged on a gift card purchase?",[135,29315,29316],{},"No. The card is stored value — tax applies later, on the items it's redeemed against. That's also why gift cards are excluded from cart discounts.",{"title":363,"searchDepth":22,"depth":22,"links":29318},[29319,29320,29321,29322],{"id":29185,"depth":22,"text":29186},{"id":29249,"depth":22,"text":29250},{"id":29259,"depth":22,"text":29260},{"id":324,"depth":22,"text":325,"children":29323},[29324,29325,29326,29327],{"id":29285,"depth":32,"text":29286},{"id":29296,"depth":32,"text":29297},{"id":29305,"depth":32,"text":29306},{"id":29312,"depth":32,"text":29313},"Where each line's tax rate comes from, how composite rates and discounts affect the maths, and how tax appears on the receipt.",[29330,29331,29332,29333,29334,29335],"sales tax at checkout","why is tax wrong on sale","service tax vs product tax","composite tax rate gst pst","tax on discounted price","no tax on gift card",{},[1197,19597,23277],{"title":29174,"description":29328},"help\u002Fcheckout\u002Ftaxes-at-checkout","1q9PYk29k5R4ZH5U1bP7hlsSB29G8dX_pXMQBu_AXQw",{"id":29342,"title":29343,"audience":7,"body":29344,"category":93,"description":29535,"draft":387,"extension":388,"icon":17319,"keywords":29536,"meta":29543,"navigation":398,"order":29167,"path":29544,"related":29545,"seo":29546,"stem":29547,"updatedAt":403,"__hash__":29548},"help\u002Fhelp\u002Fsettings\u002Fconfigure-loyalty.md","Configure loyalty points, tiers, and referrals",{"type":132,"value":29345,"toc":29523},[29346,29356,29361,29365,29414,29418,29455,29459,29462,29466,29473,29477,29488,29493,29495,29499,29502,29506,29513,29517],[135,29347,29348,29349,29352,29353,29355],{},"The loyalty engine — points, rewards, tiers, and referrals — is configured at ",[144,29350,29351],{},"Settings → Storefront & integrations → Add-ons → Loyalty"," (admins only). Enable the add-on, then work through its four tabs. ",[221,29354,16846],{"href":17322}," covers running it day to day.",[317,29357,29358],{},[135,29359,29360],{},"Loyalty is an add-on: if your plan bills it as paid, configuration stays locked until billing is active.",[149,29362,29364],{"id":29363},"what-do-the-four-loyalty-tabs-configure","What do the four loyalty tabs configure?",[157,29366,29367,29376],{},[160,29368,29369],{},[163,29370,29371,29373],{},[166,29372,1397],{},[166,29374,29375],{},"What it defines",[173,29377,29378,29387,29396,29405],{},[163,29379,29380,29384],{},[178,29381,29382],{},[144,29383,16857],{},[178,29385,29386],{},"How points are earned and what they're worth",[163,29388,29389,29393],{},[178,29390,29391],{},[144,29392,16863],{},[178,29394,29395],{},"What points buy",[163,29397,29398,29402],{},[178,29399,29400],{},[144,29401,16860],{},[178,29403,29404],{},"The status ladder and its earn multipliers",[163,29406,29407,29411],{},[178,29408,29409],{},[144,29410,16866],{},[178,29412,29413],{},"Refer-a-friend rewards for both sides",[149,29415,29417],{"id":29416},"points-the-currency","Points — the currency",[716,29419,29420,29426,29432,29438,29444,29449],{},[719,29421,29422,29425],{},[144,29423,29424],{},"Earning rules"," — how actions convert to points (e.g. points per amount spent), each with an optional minimum qualifying amount and a cap per period.",[719,29427,29428,29431],{},[144,29429,29430],{},"Point value"," — what a point is worth when redeemed.",[719,29433,29434,29437],{},[144,29435,29436],{},"Redemption limits"," — minimum points to redeem, maximum share of a sale points can cover, and the redemption increment.",[719,29439,29440,29443],{},[144,29441,29442],{},"Accrual basis"," — earn on pre-tax or post-tax amounts.",[719,29445,29446,29448],{},[144,29447,6243],{}," — how many months points live.",[719,29450,29451,29454],{},[144,29452,29453],{},"Reverse on refund"," — claw points back when the earning sale is refunded.",[149,29456,29458],{"id":29457},"rewards-what-points-buy","Rewards — what points buy",[135,29460,29461],{},"Money-off or percentage rewards, each with its own point cost range, increment, and expiry once claimed.",[149,29463,29465],{"id":29464},"tiers-the-status-ladder","Tiers — the status ladder",[135,29467,29468,29469,29472],{},"Each tier carries a name, colour, a spend threshold to reach it, a spend to stay, a qualification window, and an ",[144,29470,29471],{},"earn multiplier"," so higher tiers earn faster. The tab renders the ladder visually, highest tier on top.",[149,29474,29476],{"id":29475},"referrals-refer-a-friend","Referrals — refer a friend",[135,29478,29479,29480,29483,29484,29487],{},"Configure what the ",[144,29481,29482],{},"referrer"," gets, what the ",[144,29485,29486],{},"new client"," gets, whether it's restricted to genuinely new clients, caps per referrer per period, and reward expiry.",[530,29489,29490],{},[135,29491,29492],{},"Changing point values or earning rules applies from that moment forward — it doesn't rewrite balances clients already hold. Devaluing earned points is a trust decision, not just a settings change; announce it before you do it.",[149,29494,325],{"id":324},[203,29496,29498],{"id":29497},"do-clients-see-their-points","Do clients see their points?",[135,29500,29501],{},"Yes — balances, tier, and rewards appear in the client portal, and staff see them on the client profile.",[203,29503,29505],{"id":29504},"can-points-cover-a-whole-sale","Can points cover a whole sale?",[135,29507,29508,29509,29512],{},"Only up to the ",[144,29510,29511],{},"maximum share"," you set in redemption limits — cap it below 100% if you want every sale to carry some cash.",[203,29514,29516],{"id":29515},"what-happens-to-points-on-a-refund","What happens to points on a refund?",[135,29518,219,29519,29522],{},[144,29520,29521],{},"reverse on refund"," is on, the points earned by that sale are clawed back; off, the client keeps them.",{"title":363,"searchDepth":22,"depth":22,"links":29524},[29525,29526,29527,29528,29529,29530],{"id":29363,"depth":22,"text":29364},{"id":29416,"depth":22,"text":29417},{"id":29457,"depth":22,"text":29458},{"id":29464,"depth":22,"text":29465},{"id":29475,"depth":22,"text":29476},{"id":324,"depth":22,"text":325,"children":29531},[29532,29533,29534],{"id":29497,"depth":32,"text":29498},{"id":29504,"depth":32,"text":29505},{"id":29515,"depth":32,"text":29516},"How to set up the Owneli loyalty program — points earning rules, rewards, tier ladders with multipliers, and refer-a-friend rewards.",[29537,29538,29539,29540,29541,29542],"loyalty program setup","points per dollar","reward tiers","refer a friend program","points expiry","redeem points settings",{},"\u002Fhelp\u002Fsettings\u002Fconfigure-loyalty",[17322],{"title":29343,"description":29535},"help\u002Fsettings\u002Fconfigure-loyalty","gmwORb3j9Ukfo-AoHeYTJUTSfSanu26R0onxvCcUhAA",{"id":29550,"title":29551,"audience":109,"body":29552,"category":114,"description":29672,"draft":387,"extension":388,"icon":29673,"keywords":29674,"meta":29680,"navigation":398,"order":29681,"path":29682,"related":29683,"seo":29684,"stem":29685,"updatedAt":403,"__hash__":29686},"help\u002Fhelp\u002Fbook-online\u002Funsubscribe-from-marketing.md","How do I unsubscribe from marketing emails?",{"type":132,"value":29553,"toc":29663},[29554,29560,29564,29601,29604,29609,29613,29640,29642,29646,29649,29653,29656,29660],[135,29555,9352,29556,29559],{},[144,29557,29558],{},"unsubscribe"," in the footer of any marketing email, then tap the confirmation button on the page that opens — you're unsubscribed from that venue's marketing. Booking emails like confirmations and reminders still arrive.",[149,29561,29563],{"id":29562},"what-stops-and-what-doesnt","What stops, and what doesn't?",[157,29565,29566,29576],{},[160,29567,29568],{},[163,29569,29570,29573],{},[166,29571,29572],{},"Email type",[166,29574,29575],{},"After unsubscribing",[173,29577,29578,29586,29594],{},[163,29579,29580,29583],{},[178,29581,29582],{},"Promotions, newsletters, campaigns",[178,29584,29585],{},"Stops",[163,29587,29588,29591],{},[178,29589,29590],{},"Booking confirmations and reminders",[178,29592,29593],{},"Still arrives",[163,29595,29596,29599],{},[178,29597,29598],{},"Receipts and forms",[178,29600,29593],{},[135,29602,29603],{},"The emails your bookings need aren't marketing, so they keep coming. Unsubscribing also applies only to the venue that sent the email — if you visit several businesses, each has its own list.",[317,29605,29606],{},[135,29607,29608],{},"The extra confirmation tap is deliberate: it stops email scanners that follow links from unsubscribing you by accident.",[149,29610,29612],{"id":29611},"how-do-i-change-my-mind-or-stop-texts-too","How do I change my mind, or stop texts too?",[716,29614,29615,29624,29634],{},[719,29616,29617,29620,29621,29623],{},[144,29618,29619],{},"Client account:"," sign in and open ",[144,29622,2646],{}," — email updates and SMS reminders are toggles you can flip any time.",[719,29625,29626,29629,29630,29633],{},[144,29627,29628],{},"Text messages:"," reply ",[144,29631,29632],{},"STOP"," to the message itself.",[719,29635,29636,29639],{},[144,29637,29638],{},"No account:"," just ask the venue to update your preferences.",[149,29641,325],{"id":324},[203,29643,29645],{"id":29644},"why-am-i-still-getting-appointment-emails","Why am I still getting appointment emails?",[135,29647,29648],{},"Because they're about your bookings, not advertising — confirmations, reminders, and receipts always send. To stop those, you'd need to stop booking or ask the venue directly.",[203,29650,29652],{"id":29651},"does-unsubscribing-affect-my-appointments","Does unsubscribing affect my appointments?",[135,29654,29655],{},"No. Your bookings, account, and everything else are untouched.",[203,29657,29659],{"id":29658},"i-unsubscribed-but-got-another-promotion-what-should-i-do","I unsubscribed but got another promotion — what should I do?",[135,29661,29662],{},"Campaigns already queued may arrive shortly after. If marketing keeps coming beyond that, contact the venue — they can check your preference on your record.",{"title":363,"searchDepth":22,"depth":22,"links":29664},[29665,29666,29667],{"id":29562,"depth":22,"text":29563},{"id":29611,"depth":22,"text":29612},{"id":324,"depth":22,"text":325,"children":29668},[29669,29670,29671],{"id":29644,"depth":32,"text":29645},{"id":29651,"depth":32,"text":29652},{"id":29658,"depth":32,"text":29659},"Stop a salon's marketing emails with the unsubscribe link — exactly what stops, what you'll still receive, and how to change your mind later on.","i-lucide-mail-x",[29675,29676,29677,29678,29679],"unsubscribe salon emails","stop marketing emails","stop promotional texts","opt out of salon newsletter","still getting emails after unsubscribing",{},150,"\u002Fhelp\u002Fbook-online\u002Funsubscribe-from-marketing",[2720],{"title":29551,"description":29672},"help\u002Fbook-online\u002Funsubscribe-from-marketing","VAEY58TDshDpUUsUpduzTo17OOhIWQxwjliQ4JXWB-g",{"id":29688,"title":29689,"audience":7,"body":29690,"category":33,"description":29909,"draft":387,"extension":388,"icon":22645,"keywords":29910,"meta":29916,"navigation":398,"order":29681,"path":29917,"related":29918,"seo":29919,"stem":29920,"updatedAt":403,"__hash__":29921},"help\u002Fhelp\u002Fcheckout\u002Fsurcharges-and-service-charges.md","Card surcharges, cash discounts, and service charges",{"type":132,"value":29691,"toc":29898},[29692,29713,29717,29802,29812,29816,29835,29842,29847,29850,29865,29867,29871,29874,29878,29884,29888,29891,29895],[135,29693,29694,29695,29698,29699,29702,29703,29705,29706,29708,29709,29712],{},"Owneli offers two ways to pass card costs on — a ",[144,29696,29697],{},"card surcharge"," added to card payments, or a ",[144,29700,29701],{},"cash discount"," taken off non-card ones — plus a separate ",[144,29704,984],{}," action for a flat fee line on any sale. Configure the card-fee mode under ",[144,29707,9921],{},", in the payment policy's ",[144,29710,29711],{},"Card fees"," section.",[149,29714,29716],{"id":29715},"whats-the-difference-between-a-surcharge-and-a-cash-discount","What's the difference between a surcharge and a cash discount?",[157,29718,29719,29735],{},[160,29720,29721],{},[163,29722,29723,29725,29730],{},[166,29724],{},[166,29726,29727],{},[144,29728,29729],{},"Surcharge",[166,29731,29732],{},[144,29733,29734],{},"Cash discount",[173,29736,29737,29754,29765,29775,29790],{},[163,29738,29739,29741,29748],{},[178,29740,1939],{},[178,29742,29743,29744,29747],{},"A percentage is ",[144,29745,29746],{},"added"," when the client pays by card",[178,29749,29743,29750,29753],{},[144,29751,29752],{},"taken off"," when they don't",[163,29755,29756,29759,29762],{},[178,29757,29758],{},"Cap",[178,29760,29761],{},"3% maximum",[178,29763,29764],{},"No cap",[163,29766,29767,29770,29773],{},[178,29768,29769],{},"Legal guard",[178,29771,29772],{},"Disabled in Connecticut and Massachusetts, and until you confirm card-network registration",[178,29774,7790],{},[163,29776,29777,29780,29783],{},[178,29778,29779],{},"At the till",[178,29781,29782],{},"Automatic on card tenders",[178,29784,29785,29786,29789],{},"A green chip — ",[144,29787,29788],{},"Apply {pct}% cash discount"," — the cashier taps",[163,29791,29792,29794,29799],{},[178,29793,21597],{},[178,29795,29796,29797],{},"Its own labelled row, e.g. ",[144,29798,27976],{},[178,29800,29801],{},"An ordinary discount with your configured label",[135,29803,29804,29805,699,29808,29811],{},"Both use the ",[144,29806,29807],{},"Card fee percentage",[144,29809,29810],{},"Receipt label"," you configure; per-location overrides replace the business setting wholesale.",[149,29813,29815],{"id":29814},"how-the-surcharge-is-applied","How the surcharge is applied",[716,29817,29818,29827,29832],{},[719,29819,29820,29822,29823,29826],{},[144,29821,1034],{}," payments: surcharged by default, because Owneli can't see whether the tapped card was credit or debit. If it was debit, tick ",[144,29824,29825],{},"Debit card — waive the fee"," before charging.",[719,29828,29829,29831],{},[144,29830,1024],{},": surcharged only when the saved card is a credit card — debit cards on file are never surcharged.",[719,29833,29834],{},"Cash, check, gift card, package and membership tenders: never surcharged.",[135,29836,29837,29838,29841],{},"The disclosure is up front: before you charge, the screen shows the fee line and ",[144,29839,29840],{},"Total charged to card"," — payment plus tip plus surcharge — and the charge button reads that full amount. The percentage is computed server-side from your policy, so a stale screen can't over- or under-charge.",[530,29843,29844],{},[135,29845,29846],{},"Surcharging is regulated. Owneli enforces the 3% cap and the state exclusions, and won't surcharge until you've acknowledged card-network registration — but confirming what's lawful for your business is on you.",[149,29848,3865],{"id":29849},"service-charges",[135,29851,29852,29855,29856,29859,29860,29862,29863,212],{},[144,29853,29854],{},"⋮ → Add service charge"," on a sale opens a small panel: a ",[144,29857,29858],{},"Charge label"," (default \"Service charge\") and an ",[144,29861,19466],{},", added as its own cart line — use it for an event gratuity, a call-out fee, or any flat charge. It prints as a normal line item, carries no tax, and isn't a tip — it doesn't enter ",[221,29864,8597],{"href":1199},[149,29866,325],{"id":324},[203,29868,29870],{"id":29869},"why-wasnt-the-surcharge-added-to-a-card-payment","Why wasn't the surcharge added to a card payment?",[135,29872,29873],{},"Either the card-fee mode is off, the saved card was debit, someone ticked the debit waiver, or your location's rules (state exclusion, missing registration acknowledgement) disable it.",[203,29875,29877],{"id":29876},"is-the-surcharge-applied-to-the-tip","Is the surcharge applied to the tip?",[135,29879,29880,29881,29883],{},"The surcharge percentage applies to the card payment amount; ",[144,29882,29840],{}," shows exactly what will land on the card before you commit.",[203,29885,29887],{"id":29886},"can-the-cash-discount-apply-automatically","Can the cash discount apply automatically?",[135,29889,29890],{},"No — it's a one-tap chip at the till, and it only offers itself when no other manual discount is on the sale. It applies as a normal percentage discount, so tax recalculates correctly.",[203,29892,29894],{"id":29893},"is-a-service-charge-shared-with-providers-like-a-tip","Is a service charge shared with providers like a tip?",[135,29896,29897],{},"No. A service charge is revenue on the sale, deliberately unattributed — if the client meant it as gratuity, take it as a tip instead so it flows through tip splits.",{"title":363,"searchDepth":22,"depth":22,"links":29899},[29900,29901,29902,29903],{"id":29715,"depth":22,"text":29716},{"id":29814,"depth":22,"text":29815},{"id":29849,"depth":22,"text":3865},{"id":324,"depth":22,"text":325,"children":29904},[29905,29906,29907,29908],{"id":29869,"depth":32,"text":29870},{"id":29876,"depth":32,"text":29877},{"id":29886,"depth":32,"text":29887},{"id":29893,"depth":32,"text":29894},"Pass card processing costs on with a surcharge or cash discount, add a service charge line, and see how each prints on the receipt.",[29911,29912,29913,29914,29915],"card surcharge at checkout","credit card processing fee customer","cash discount program","add service charge to sale","waive surcharge debit card",{},"\u002Fhelp\u002Fcheckout\u002Fsurcharges-and-service-charges",[1197,1199,23277],{"title":29689,"description":29909},"help\u002Fcheckout\u002Fsurcharges-and-service-charges","Ph19E93Gj6m_UCytcq9N-0G_9zku4InNOZJFYBae318",{"id":29923,"title":29924,"audience":7,"body":29925,"category":93,"description":30103,"draft":387,"extension":388,"icon":30104,"keywords":30105,"meta":30111,"navigation":398,"order":29681,"path":30112,"related":30113,"seo":30114,"stem":30115,"updatedAt":403,"__hash__":30116},"help\u002Fhelp\u002Fsettings\u002Fembed-booking.md","Embed booking on your website",{"type":132,"value":29926,"toc":30087},[29927,29938,29946,29950,29989,29993,30026,30038,30042,30048,30052,30057,30059,30063,30066,30070,30076,30080],[135,29928,29929,29930,29933,29934,29937],{},"Copy the embed snippet from ",[144,29931,29932],{},"Settings → Scheduling & booking → Booking → Online booking"," and paste it into your website's HTML — any element carrying the ",[139,29935,29936],{},"data-workroom-book"," attribute becomes a \"Book now\" launcher that opens your booking flow in an overlay, without sending clients away from your site.",[135,29939,29940,29942,29943,29945],{},[144,29941,9084],{}," public ",[221,29944,27582],{"href":18289}," must be turned on — the embed is a doorway into it.",[149,29947,29949],{"id":29948},"how-do-i-embed-the-booking-widget","How do I embed the booking widget?",[200,29951,29952,29956,29965,29969,29975,29979,29982,29986],{},[203,29953,29955],{"id":29954},"open-the-online-booking-settings","Open the online booking settings",[135,29957,29958,29961,29962,29964],{},[144,29959,29960],{},"Settings → Scheduling & booking → Booking",", then the ",[144,29963,18045],{}," sub-tab.",[203,29966,29968],{"id":29967},"copy-the-snippet","Copy the snippet",[135,29970,1923,29971,29974],{},[144,29972,29973],{},"Embed on your website"," field shows a ready-made snippet. Click to copy it.",[203,29976,29978],{"id":29977},"paste-it-into-your-site","Paste it into your site",[135,29980,29981],{},"Directly into your HTML, or via your site builder's custom-HTML \u002F embed block (Squarespace, Wix, WordPress all have one).",[203,29983,29985],{"id":29984},"test-it","Test it",[135,29987,29988],{},"Load your site and click the button — your booking flow opens in an overlay on top of the page.",[149,29990,29992],{"id":29991},"whats-in-the-snippet","What's in the snippet",[157,29994,29995,30004],{},[160,29996,29997],{},[163,29998,29999,30002],{},[166,30000,30001],{},"Part",[166,30003,494],{},[173,30005,30006,30016],{},[163,30007,30008,30013],{},[178,30009,30010],{},[139,30011,30012],{},"\u003Cscript src=\"...\u002Fembed\u002Fbook.js\" async>",[178,30014,30015],{},"Loads the booking widget once per page",[163,30017,30018,30023],{},[178,30019,30020],{},[139,30021,30022],{},"\u003Ca data-workroom-book=\"your-business\">Book now\u003C\u002Fa>",[178,30024,30025],{},"The trigger — any element carrying this attribute opens the booking overlay",[276,30027,30028],{},[135,30029,30030,30031,30034,30035,30037],{},"Style the trigger however you like — the snippet's ",[139,30032,30033],{},"\u003Ca>"," is just a starting point. Put the ",[139,30036,29936],{}," attribute on your existing \"Book now\" button and it becomes the launcher without changing its design.",[149,30039,30041],{"id":30040},"how-embedded-bookings-behave","How embedded bookings behave",[135,30043,30044,30045,30047],{},"The client picks a service, provider, and time exactly as on your venue page, and your ",[221,30046,27079],{"href":20622}," applies as usual. Bookings arrive in Owneli like any other online booking.",[149,30049,30051],{"id":30050},"the-simpler-alternative","The simpler alternative",[135,30053,30054,30055,212],{},"If editing HTML isn't an option — or your \"website\" is an Instagram bio — link straight to your public booking URL instead. It's shown on the same settings pane, and as a QR code under ",[221,30056,28256],{"href":28255},[149,30058,325],{"id":324},[203,30060,30062],{"id":30061},"does-the-embed-work-on-site-builders-like-wix-or-squarespace","Does the embed work on site builders like Wix or Squarespace?",[135,30064,30065],{},"Yes — paste the snippet into the builder's custom-HTML or embed block.",[203,30067,30069],{"id":30068},"can-i-have-several-book-buttons-on-one-page","Can I have several book buttons on one page?",[135,30071,30072,30073,30075],{},"Yes. Load the script once; every element with the ",[139,30074,29936],{}," attribute becomes a trigger.",[203,30077,30079],{"id":30078},"will-it-slow-my-site-down","Will it slow my site down?",[135,30081,30082,30083,30086],{},"The script loads asynchronously (",[139,30084,30085],{},"async","), so it doesn't block your page rendering.",{"title":363,"searchDepth":22,"depth":22,"links":30088},[30089,30095,30096,30097,30098],{"id":29948,"depth":22,"text":29949,"children":30090},[30091,30092,30093,30094],{"id":29954,"depth":32,"text":29955},{"id":29967,"depth":32,"text":29968},{"id":29977,"depth":32,"text":29978},{"id":29984,"depth":32,"text":29985},{"id":29991,"depth":22,"text":29992},{"id":30040,"depth":22,"text":30041},{"id":30050,"depth":22,"text":30051},{"id":324,"depth":22,"text":325,"children":30099},[30100,30101,30102],{"id":30061,"depth":32,"text":30062},{"id":30068,"depth":32,"text":30069},{"id":30078,"depth":32,"text":30079},"How to add the Owneli booking widget to your own website — copy the two-line embed snippet and turn any button into a book-now launcher.","i-lucide-code",[30106,30107,30108,30109,30110],"embed booking widget","book now button website","booking widget code","add booking to my site","squarespace wix booking embed",{},"\u002Fhelp\u002Fsettings\u002Fembed-booking",[18289,28255],{"title":29924,"description":30103},"help\u002Fsettings\u002Fembed-booking","_Cg_u--Ay19TXQBl9Avqoe_3Nu_K7hSZd-sJCaeoi5k",{"id":30118,"title":30119,"audience":7,"body":30120,"category":93,"description":30361,"draft":387,"extension":388,"icon":30362,"keywords":30363,"meta":30371,"navigation":398,"order":30372,"path":30373,"related":30374,"seo":30375,"stem":30376,"updatedAt":403,"__hash__":30377},"help\u002Fhelp\u002Fsettings\u002Fconversion-tracking.md","Set up conversion tracking",{"type":132,"value":30121,"toc":30346},[30122,30129,30133,30136,30203,30245,30249,30301,30310,30314,30320,30322,30326,30329,30333,30336,30340],[135,30123,30124,30125,30128],{},"Conversion tracking tells your ad platforms which clicks turned into real bookings and purchases, so Google and Meta optimise toward clients — not just visitors. Connect it once at ",[144,30126,30127],{},"Settings → Storefront & integrations → Add-ons → Conversion tracking"," (admins only).",[149,30130,30132],{"id":30131},"how-do-i-connect-google-and-meta-tracking-to-owneli","How do I connect Google and Meta tracking to Owneli?",[135,30134,30135],{},"Paste the IDs from each platform into the form. Owneli validates the format as you type, so a typo'd ID is caught at the field instead of silently never firing.",[157,30137,30138,30151],{},[160,30139,30140],{},[163,30141,30142,30145,30148],{},[166,30143,30144],{},"Network",[166,30146,30147],{},"What you need",[166,30149,30150],{},"Where to find it",[173,30152,30153,30170,30190],{},[163,30154,30155,30160,30167],{},[178,30156,30157],{},[144,30158,30159],{},"Google Analytics 4",[178,30161,30162,30163,30166],{},"Measurement ID (",[139,30164,30165],{},"G-…","), optionally an API secret",[178,30168,30169],{},"GA4 Admin → Data streams",[163,30171,30172,30177,30187],{},[178,30173,30174],{},[144,30175,30176],{},"Google Ads",[178,30178,30179,30180,30183,30184,30186],{},"Conversion ID (",[139,30181,30182],{},"AW-…",") ",[144,30185,5933],{}," conversion label",[178,30188,30189],{},"Google Ads → Goals → Conversions",[163,30191,30192,30197,30200],{},[178,30193,30194],{},[144,30195,30196],{},"Meta (Facebook\u002FInstagram)",[178,30198,30199],{},"Pixel ID, optionally a Conversions API token",[178,30201,30202],{},"Meta Events Manager",[200,30204,30205,30209,30212,30216,30223,30227,30238,30242],{},[203,30206,30208],{"id":30207},"enable-the-add-on","Enable the add-on",[135,30210,30211],{},"Open the page and turn conversion tracking on.",[203,30213,30215],{"id":30214},"paste-your-ids","Paste your IDs",[135,30217,30218,30219,30222],{},"Fill in each network you use. For Google Ads, the conversion ID alone fires nothing — the ",[144,30220,30221],{},"label"," is required with it.",[203,30224,30226],{"id":30225},"choose-the-conversion-event","Choose the conversion event",[135,30228,30229,30230,30233,30234,30237],{},"Pick what counts as a conversion: ",[144,30231,30232],{},"Schedule"," (a booking) or ",[144,30235,30236],{},"Purchase"," (a sale).",[203,30239,30241],{"id":30240},"save-and-test","Save and test",[135,30243,30244],{},"The status panel shows a dot per network. For Meta and GA4, use the built-in test to confirm the server-side connection is reachable; Meta also gets a deep link to its Test Events screen.",[149,30246,30248],{"id":30247},"what-the-status-dots-mean","What the status dots mean",[157,30250,30251,30259],{},[160,30252,30253],{},[163,30254,30255,30257],{},[166,30256,756],{},[166,30258,3428],{},[173,30260,30261,30271,30281,30291],{},[163,30262,30263,30268],{},[178,30264,30265],{},[144,30266,30267],{},"Reachable",[178,30269,30270],{},"Server-side sending is configured and the test passed",[163,30272,30273,30278],{},[178,30274,30275],{},[144,30276,30277],{},"Untested",[178,30279,30280],{},"Configured with a server secret, but not yet tested",[163,30282,30283,30288],{},[178,30284,30285],{},[144,30286,30287],{},"Browser only",[178,30289,30290],{},"Only the in-page tag fires — see the warning below",[163,30292,30293,30298],{},[178,30294,30295],{},[144,30296,30297],{},"Error",[178,30299,30300],{},"The test failed — recheck the secret or token",[530,30302,30303],{},[135,30304,30305,30306,30309],{},"A Meta pixel ",[144,30307,30308],{},"without"," a Conversions API token is browser-only: ad blockers silently drop those conversions, so your ads report fewer bookings than really happened. Add the CAPI token for reliable counting. Google Ads is browser-tag only by design and has no server test.",[149,30311,30313],{"id":30312},"eu-consent","EU consent",[135,30315,30316,30317,30319],{},"If you serve EU visitors, turn on the ",[144,30318,30313],{}," option so tracking respects the visitor's consent choice.",[149,30321,325],{"id":324},[203,30323,30325],{"id":30324},"where-do-conversions-get-tracked-from","Where do conversions get tracked from?",[135,30327,30328],{},"Your public venue pages — online booking and the online shop. Staff-side POS sales aren't ad conversions and don't fire.",[203,30330,30332],{"id":30331},"do-i-need-all-three-networks","Do I need all three networks?",[135,30334,30335],{},"No. Configure only the platforms you actually advertise on; each fires independently.",[203,30337,30339],{"id":30338},"why-does-google-ads-show-no-conversions","Why does Google Ads show no conversions?",[135,30341,30342,30343,30345],{},"Check that both the conversion ID ",[144,30344,5933],{}," the label are filled in — the ID alone fires nothing — and remember browser-only tags undercount when ad blockers are present.",{"title":363,"searchDepth":22,"depth":22,"links":30347},[30348,30354,30355,30356],{"id":30131,"depth":22,"text":30132,"children":30349},[30350,30351,30352,30353],{"id":30207,"depth":32,"text":30208},{"id":30214,"depth":32,"text":30215},{"id":30225,"depth":32,"text":30226},{"id":30240,"depth":32,"text":30241},{"id":30247,"depth":22,"text":30248},{"id":30312,"depth":22,"text":30313},{"id":324,"depth":22,"text":325,"children":30357},[30358,30359,30360],{"id":30324,"depth":32,"text":30325},{"id":30331,"depth":32,"text":30332},{"id":30338,"depth":32,"text":30339},"Connect Google Analytics 4, Google Ads, and Meta Pixel to Owneli so online bookings and purchases report back to your ad platforms.","i-lucide-radar",[30364,30365,30366,30367,30368,30369,30370],"conversion tracking","google analytics booking tracking","meta pixel setup","facebook pixel bookings","google ads conversion","track ad conversions","ga4 measurement id",{},160,"\u002Fhelp\u002Fsettings\u002Fconversion-tracking",[27499,5287],{"title":30119,"description":30361},"help\u002Fsettings\u002Fconversion-tracking","BxCZZUr_1Hlsf-GGUyRO7C7T3_HruH9N5LermqiWSvE",{"id":30379,"title":28256,"audience":7,"body":30380,"category":93,"description":30505,"draft":387,"extension":388,"icon":15251,"keywords":30506,"meta":30513,"navigation":398,"order":30514,"path":28255,"related":30515,"seo":30516,"stem":30517,"updatedAt":403,"__hash__":30518},"help\u002Fhelp\u002Fsettings\u002Fgoogle-reserve.md",{"type":132,"value":30381,"toc":30490},[30382,30388,30392,30399,30437,30441,30458,30462,30465,30467,30471,30474,30478,30481,30485],[135,30383,30384,30385,30128],{},"You can let clients book you straight from Google Search and Maps by adding your Owneli booking link to your Google Business Profile. Owneli gives you the link (and a QR code) for each location at ",[144,30386,30387],{},"Settings → Storefront & integrations → Add-ons → Get found on Google",[149,30389,30391],{"id":30390},"how-do-i-add-my-booking-link-to-google","How do I add my booking link to Google?",[135,30393,30394,30395,30398],{},"The page lists every location with its booking URL, a ",[144,30396,30397],{},"Copy"," button, and a QR code. Then it's a two-minute edit on Google's side:",[200,30400,30401,30405,30411,30415,30423,30427,30430,30434],{},[203,30402,30404],{"id":30403},"open-your-google-business-profile","Open your Google Business Profile",[135,30406,30407,30408,212],{},"Search your business name on Google while signed in as its owner, then choose ",[144,30409,30410],{},"Edit profile",[203,30412,30414],{"id":30413},"find-the-bookings-section","Find the bookings section",[135,30416,4678,30417,270,30420,212],{},[144,30418,30419],{},"Bookings",[144,30421,30422],{},"Add a link → Appointment \u002F Bookings",[203,30424,30426],{"id":30425},"paste-your-booking-link","Paste your booking link",[135,30428,30429],{},"Copy the location's link from Owneli and paste it into Google. Save.",[203,30431,30433],{"id":30432},"check-the-result","Check the result",[135,30435,30436],{},"Your profile on Search and Maps now shows a booking link — clients tap it and land directly in your online booking flow.",[149,30438,30440],{"id":30439},"before-you-start","Before you start",[716,30442,30443,30449],{},[719,30444,30445,30446,30448],{},"Public ",[221,30447,27582],{"href":18289}," must be live, or the link dead-ends.",[719,30450,30451,30452,30455,30456,212],{},"Each location has its ",[144,30453,30454],{},"own"," link — a multi-location business pastes the matching link into the matching Google profile. See ",[221,30457,14869],{"href":15254},[149,30459,30461],{"id":30460},"what-the-qr-codes-are-for","What the QR codes are for",[135,30463,30464],{},"The same page renders a QR code per location. Print it for the front desk, a window sticker, or business cards — scanning it opens the location's booking page.",[149,30466,325],{"id":324},[203,30468,30470],{"id":30469},"is-this-the-official-reserve-with-google-integration","Is this the official \"Reserve with Google\" integration?",[135,30472,30473],{},"It's the booking-link approach: your profile links out to your own booking page. There's no separate feed or partner software to install, and it works for any business Google lets add a booking link.",[203,30475,30477],{"id":30476},"which-link-do-i-use-if-i-have-several-locations","Which link do I use if I have several locations?",[135,30479,30480],{},"Each Google Business Profile represents one place — paste that location's link from the list, not another location's.",[203,30482,30484],{"id":30483},"do-bookings-from-google-look-different-in-owneli","Do bookings from Google look different in Owneli?",[135,30486,30487,30488,212],{},"No — they arrive as normal online bookings, subject to your booking rules and ",[221,30489,27079],{"href":20622},{"title":363,"searchDepth":22,"depth":22,"links":30491},[30492,30498,30499,30500],{"id":30390,"depth":22,"text":30391,"children":30493},[30494,30495,30496,30497],{"id":30403,"depth":32,"text":30404},{"id":30413,"depth":32,"text":30414},{"id":30425,"depth":32,"text":30426},{"id":30432,"depth":32,"text":30433},{"id":30439,"depth":22,"text":30440},{"id":30460,"depth":22,"text":30461},{"id":324,"depth":22,"text":325,"children":30501},[30502,30503,30504],{"id":30469,"depth":32,"text":30470},{"id":30476,"depth":32,"text":30477},{"id":30483,"depth":32,"text":30484},"Put your Owneli booking link on your Google Business Profile so clients can book straight from Google Search and Maps — no extra software.",[30507,30508,30509,30510,30511,30512],"book from google","google business profile booking link","google maps book button","reserve with google","google booking button","qr code booking link",{},170,[27499,18289,30112],{"title":28256,"description":30505},"help\u002Fsettings\u002Fgoogle-reserve","zxfj3muisIiP1XJx9CsxjIfYldq8QZBrRe1QXpAWbTQ",{"id":30520,"title":30521,"audience":7,"body":30522,"category":93,"description":30709,"draft":387,"extension":388,"icon":30710,"keywords":30711,"meta":30718,"navigation":398,"order":30719,"path":30720,"related":30721,"seo":30722,"stem":30723,"updatedAt":403,"__hash__":30724},"help\u002Fhelp\u002Fsettings\u002Faudit-log.md","Read the audit log",{"type":132,"value":30523,"toc":30695},[30524,30530,30534,30545,30549,30552,30625,30653,30658,30662,30672,30674,30678,30681,30685,30688,30692],[135,30525,30526,30527,212],{},"The audit log is the permanent record of who did what in your business — role changes, refunds, deletions, permission edits, and every other sensitive action, each stamped with the person and the time. Open it from ",[144,30528,30529],{},"Settings → Compliance & data → Audit log",[149,30531,30533],{"id":30532},"who-can-see-the-audit-log","Who can see the audit log?",[135,30535,30536,30537,30540,30541,30544],{},"Access is its own capability — ",[144,30538,30539],{},"audit — view"," — not a role tier. That means a compliance reviewer can be granted read access to the log without being made an admin. The full-page log at ",[139,30542,30543],{},"\u002Fsettings\u002Faudit"," is additionally admin-gated.",[149,30546,30548],{"id":30547},"how-do-i-find-a-specific-change","How do I find a specific change?",[135,30550,30551],{},"The log is filterable from every angle:",[157,30553,30554,30563],{},[160,30555,30556],{},[163,30557,30558,30560],{},[166,30559,27865],{},[166,30561,30562],{},"Use it to answer",[173,30564,30565,30575,30584,30593,30603,30616],{},[163,30566,30567,30572],{},[178,30568,30569],{},[144,30570,30571],{},"Entity type",[178,30573,30574],{},"\"Show me everything that happened to gift cards\"",[163,30576,30577,30581],{},[178,30578,30579],{},[144,30580,1936],{},[178,30582,30583],{},"\"Show me every deletion\"",[163,30585,30586,30590],{},[178,30587,30588],{},[144,30589,849],{},[178,30591,30592],{},"\"What did this person change?\"",[163,30594,30595,30600],{},[178,30596,30597],{},[144,30598,30599],{},"Client",[178,30601,30602],{},"\"Everything that touched this client's record\"",[163,30604,30605,30610],{},[178,30606,30607],{},[144,30608,30609],{},"Severity",[178,30611,30612,30613,30615],{},"Info, notice, or ",[144,30614,14172],{}," — the shortlist worth reviewing",[163,30617,30618,30622],{},[178,30619,30620],{},[144,30621,1861],{},[178,30623,30624],{},"Bound the search to the period in question",[200,30626,30627,30631,30635,30639,30642,30646],{},[203,30628,30630],{"id":30629},"open-the-log","Open the log",[135,30632,30633,212],{},[144,30634,30529],{},[203,30636,30638],{"id":30637},"narrow-it-down","Narrow it down",[135,30640,30641],{},"Combine filters — a team member plus a date range plus an action gets you from \"50 pages\" to \"the six entries that matter\".",[203,30643,30645],{"id":30644},"open-an-entry","Open an entry",[135,30647,30648,30649,30652],{},"Each entry shows who, what, and when. Where a record was changed, the ",[144,30650,30651],{},"diff viewer"," shows the before and after values side by side, so \"someone edited the price\" becomes \"changed from $120 to $90\".",[276,30654,30655],{},[135,30656,30657],{},"Other pages deep-link here pre-filtered — a client profile or a form submission can jump you straight to its own audit trail, already scoped to that record.",[149,30659,30661],{"id":30660},"can-audit-entries-be-edited-or-deleted","Can audit entries be edited or deleted?",[135,30663,30664,30665,30667,30668,212],{},"No. The log is append-only by design and is ",[144,30666,1181],{}," touched by your data-retention purge — entries can't be edited or removed, by anyone, including the owner. That immutability is what makes it evidence rather than notes. See ",[221,30669,30671],{"href":30670},"\u002Fhelp\u002Fsettings\u002Fdata-privacy-and-retention","Data privacy and retention",[149,30673,325],{"id":324},[203,30675,30677],{"id":30676},"does-the-log-capture-reads-or-only-changes","Does the log capture reads or only changes?",[135,30679,30680],{},"It records actions and changes — the things that alter state or move money. It isn't a keystroke recorder.",[203,30682,30684],{"id":30683},"how-far-back-does-it-go","How far back does it go?",[135,30686,30687],{},"To the beginning of your workspace. Retention purges skip the audit log entirely.",[203,30689,30691],{"id":30690},"can-i-export-it","Can I export it?",[135,30693,30694],{},"Use the date and entity filters to scope what you need on screen. ",{"title":363,"searchDepth":22,"depth":22,"links":30696},[30697,30698,30703,30704],{"id":30532,"depth":22,"text":30533},{"id":30547,"depth":22,"text":30548,"children":30699},[30700,30701,30702],{"id":30629,"depth":32,"text":30630},{"id":30637,"depth":32,"text":30638},{"id":30644,"depth":32,"text":30645},{"id":30660,"depth":22,"text":30661},{"id":324,"depth":22,"text":325,"children":30705},[30706,30707,30708],{"id":30676,"depth":32,"text":30677},{"id":30683,"depth":32,"text":30684},{"id":30690,"depth":32,"text":30691},"See who did what and when in Owneli — filter the audit log by person, client, action, or date, and read the before\u002Fafter of any change.","i-lucide-shield-alert",[30712,30713,30714,30715,30716,30717],"audit log","who changed this","activity history","track staff changes","who deleted a client","audit trail",{},180,"\u002Fhelp\u002Fsettings\u002Faudit-log",[3613,30670],{"title":30521,"description":30709},"help\u002Fsettings\u002Faudit-log","etNUA2Dtb8G1PWHXC01q76Smz9Njmy9DJgC9aKIFCQk",{"id":30726,"title":30671,"audience":7,"body":30727,"category":93,"description":30896,"draft":387,"extension":388,"icon":30897,"keywords":30898,"meta":30905,"navigation":398,"order":30906,"path":30670,"related":30907,"seo":30908,"stem":30909,"updatedAt":403,"__hash__":30910},"help\u002Fhelp\u002Fsettings\u002Fdata-privacy-and-retention.md",{"type":132,"value":30728,"toc":30880},[30729,30735,30739,30775,30780,30784,30819,30823,30830,30834,30841,30848,30857,30859,30863,30866,30870,30873,30877],[135,30730,30731,30732,30128],{},"Owneli can automatically purge data older than a retention period you choose, with a dry-run preview before anything is deleted and legal holds to exempt records you must keep. It's configured at ",[144,30733,30734],{},"Settings → Compliance & data → Data & privacy",[149,30736,30738],{"id":30737},"how-do-i-set-a-data-retention-period","How do I set a data retention period?",[200,30740,30741,30745,30752,30756,30759,30763,30770,30772],{},[203,30742,30744],{"id":30743},"turn-on-automatic-retention","Turn on automatic retention",[135,30746,30747,30748,30751],{},"Flip ",[144,30749,30750],{},"Enable automatic data purge"," on.",[203,30753,30755],{"id":30754},"choose-the-period","Choose the period",[135,30757,30758],{},"Set the retention window in days — anywhere from 30 to 3650 (ten years). Data older than this becomes eligible for deletion.",[203,30760,30762],{"id":30761},"preview-before-you-commit","Preview before you commit",[135,30764,30765,30766,30769],{},"Click the preview button. Owneli runs a ",[144,30767,30768],{},"dry run"," and shows exactly how many records would be eligible under the period you typed — before anything is actually purged.",[203,30771,4705],{"id":4704},[135,30773,30774],{},"The retention policy saves with the rest of your workspace defaults.",[1334,30776,30777],{},[135,30778,30779],{},"A purge is permanent. Always run the preview and read the numbers before saving a shorter period — \"365\" where you meant \"3650\" is a very different policy.",[149,30781,30783],{"id":30782},"what-never-gets-purged","What never gets purged",[157,30785,30786,30795],{},[160,30787,30788],{},[163,30789,30790,30792],{},[166,30791,20978],{},[166,30793,30794],{},"Why",[173,30796,30797,30809],{},[163,30798,30799,30804],{},[178,30800,30801],{},[144,30802,30803],{},"The audit log",[178,30805,30806,30807,212],{},"Append-only and immutable — it's your evidence trail. See ",[221,30808,30521],{"href":30720},[163,30810,30811,30816],{},[178,30812,30813],{},[144,30814,30815],{},"Records under a legal hold",[178,30817,30818],{},"Explicitly exempted until the hold is released.",[149,30820,30822],{"id":30821},"legal-holds","Legal holds",[135,30824,30825,30826,30829],{},"A legal hold pins specific records so the retention purge skips them — for a dispute, an investigation, or a regulatory request. Active holds are listed on this tab, and an admin can ",[144,30827,30828],{},"release"," a hold when the obligation ends, returning those records to the normal retention rules.",[149,30831,30833],{"id":30832},"clinical-charting-health-information","Clinical charting (health information)",[135,30835,30836,30837,30840],{},"The same tab carries the ",[144,30838,30839],{},"clinical charting"," switch. It's off by default because it changes what kind of data your workspace stores: turning it on enables treatment charts on appointments, which is protected health information.",[135,30842,30843,30844,30847],{},"Clinical charts get their ",[144,30845,30846],{},"own retention period"," — separate from, and typically much longer than, general data retention, because health-record laws commonly require charts be kept for many years.",[530,30849,30850],{},[135,30851,30852,30853,30856],{},"Deleting a client on request (a GDPR-style erasure) is a separate flow from retention. Clinical treatment records are ",[144,30854,30855],{},"archived and access-restricted"," rather than destroyed, because retention law overrides the erasure request for health records.",[149,30858,325],{"id":324},[203,30860,30862],{"id":30861},"does-retention-delete-my-audit-history","Does retention delete my audit history?",[135,30864,30865],{},"No — the audit log is excluded entirely.",[203,30867,30869],{"id":30868},"can-i-see-what-a-different-period-would-delete-without-changing-anything","Can I see what a different period would delete without changing anything?",[135,30871,30872],{},"Yes. Type the candidate number of days and run the preview; it's a dry run and deletes nothing.",[203,30874,30876],{"id":30875},"who-can-change-these-settings","Who can change these settings?",[135,30878,30879],{},"Admins. Access to read the audit log is a separate capability, so review and configuration can be held by different people.",{"title":363,"searchDepth":22,"depth":22,"links":30881},[30882,30888,30889,30890,30891],{"id":30737,"depth":22,"text":30738,"children":30883},[30884,30885,30886,30887],{"id":30743,"depth":32,"text":30744},{"id":30754,"depth":32,"text":30755},{"id":30761,"depth":32,"text":30762},{"id":4704,"depth":32,"text":4705},{"id":30782,"depth":22,"text":30783},{"id":30821,"depth":22,"text":30822},{"id":30832,"depth":22,"text":30833},{"id":324,"depth":22,"text":325,"children":30892},[30893,30894,30895],{"id":30861,"depth":32,"text":30862},{"id":30868,"depth":32,"text":30869},{"id":30875,"depth":32,"text":30876},"Set automatic data retention in Owneli, preview what a purge would delete, use legal holds, and control clinical charting for health records.","i-lucide-database",[30899,30900,30901,30902,30903,30904],"data retention policy","auto delete old data","gdpr retention","legal hold","clinical charting phi","purge client data",{},190,[30720,3613],{"title":30671,"description":30896},"help\u002Fsettings\u002Fdata-privacy-and-retention","YoQ7U7z-ziAfnoHEkvwqG8nU4bP9k3TvlxPpbfmJWLw",{"id":30912,"title":30913,"audience":7,"body":30914,"category":93,"description":31100,"draft":387,"extension":388,"icon":31101,"keywords":31102,"meta":31108,"navigation":398,"order":31109,"path":18992,"related":31110,"seo":31111,"stem":31112,"updatedAt":403,"__hash__":31113},"help\u002Fhelp\u002Fsettings\u002Fworkspace-defaults.md","Workspace defaults — currency, timezone, and formats",{"type":132,"value":30915,"toc":31090},[30916,30923,30927,31028,31037,31041,31047,31052,31056,31067,31069,31073,31076,31080,31083,31087],[135,30917,30918,30919,30922],{},"Workspace defaults are the business-wide basics — currency, timezone, date and time formats, and a handful of behaviour switches. Admins set them at ",[144,30920,30921],{},"Settings → Workspace → Defaults",", and they apply to everyone in the business.",[149,30924,30926],{"id":30925},"what-can-i-set-in-workspace-defaults","What can I set in workspace defaults?",[157,30928,30929,30937],{},[160,30930,30931],{},[163,30932,30933,30935],{},[166,30934,2805],{},[166,30936,4633],{},[173,30938,30939,30949,30958,30968,30978,30988,30998,31008,31018],{},[163,30940,30941,30946],{},[178,30942,30943],{},[144,30944,30945],{},"Country & currency",[178,30947,30948],{},"The currency every price, sale, and report is denominated in",[163,30950,30951,30955],{},[178,30952,30953],{},[144,30954,15141],{},[178,30956,30957],{},"The business default timezone",[163,30959,30960,30965],{},[178,30961,30962],{},[144,30963,30964],{},"Date format",[178,30966,30967],{},"How dates render throughout the app",[163,30969,30970,30975],{},[178,30971,30972],{},[144,30973,30974],{},"Time format",[178,30976,30977],{},"12-hour or 24-hour clocks",[163,30979,30980,30985],{},[178,30981,30982],{},[144,30983,30984],{},"First day of week",[178,30986,30987],{},"Which day calendars and week views start on",[163,30989,30990,30995],{},[178,30991,30992],{},[144,30993,30994],{},"Form expiry",[178,30996,30997],{},"How many days a sent form link stays valid by default",[163,30999,31000,31005],{},[178,31001,31002],{},[144,31003,31004],{},"PDF receipts",[178,31006,31007],{},"Whether receipts are attached to receipt emails as a PDF",[163,31009,31010,31015],{},[178,31011,31012],{},[144,31013,31014],{},"Session timeout",[178,31016,31017],{},"Auto sign-out after a period of inactivity (0 = never)",[163,31019,31020,31025],{},[178,31021,31022],{},[144,31023,31024],{},"Booking notifications",[178,31026,31027],{},"Whether admins are notified on new online bookings",[135,31029,31030,31031,31033,31034,212],{},"Time-off request types, business days, and approvers live on their own ",[144,31032,3376],{}," tab; retention and clinical charting live under ",[221,31035,31036],{"href":30670},"Data & privacy",[149,31038,31040],{"id":31039},"timezone-the-one-setting-with-a-follow-up-question","Timezone: the one setting with a follow-up question",[135,31042,31043,31044,31046],{},"The calendar reads each ",[144,31045,28493],{}," timezone, not this default. So when you change the default timezone here, Owneli offers to update your locations to match — accept it unless your locations genuinely sit in different zones.",[530,31048,31049],{},[135,31050,31051],{},"If you decline the location update, the calendar keeps showing each location's own timezone and this default quietly won't move it — which looks like the setting \"didn't work\". It did; the locations just kept their own values.",[149,31053,31055],{"id":31054},"personal-vs-business-settings","Personal vs business settings",[135,31057,31058,31059,31062,31063,31066],{},"Your interface ",[144,31060,31061],{},"language"," is personal — every user picks their own under ",[221,31064,31065],{"href":12613},"Work in your language",". Everything on the Defaults tab is business-wide: your date format choice is what the whole team sees.",[149,31068,325],{"id":324},[203,31070,31072],{"id":31071},"can-different-locations-use-different-currencies","Can different locations use different currencies?",[135,31074,31075],{},"No — currency is one per business. Locations can differ in timezone, hours, and policies, not currency.",[203,31077,31079],{"id":31078},"does-changing-the-date-format-affect-my-data","Does changing the date format affect my data?",[135,31081,31082],{},"No. It's display formatting only; stored dates are unchanged.",[203,31084,31086],{"id":31085},"what-does-session-timeout-do","What does session timeout do?",[135,31088,31089],{},"After the set minutes of inactivity, users are signed out and must sign in again — useful on shared front-desk devices. Zero disables it.",{"title":363,"searchDepth":22,"depth":22,"links":31091},[31092,31093,31094,31095],{"id":30925,"depth":22,"text":30926},{"id":31039,"depth":22,"text":31040},{"id":31054,"depth":22,"text":31055},{"id":324,"depth":22,"text":325,"children":31096},[31097,31098,31099],{"id":31071,"depth":32,"text":31072},{"id":31078,"depth":32,"text":31079},{"id":31085,"depth":32,"text":31086},"Set your business currency, timezone, date and time format, first day of the week, and other workspace-wide defaults in Owneli.","i-lucide-sliders",[31103,31104,31105,31106,31107,18993],"change currency","change timezone","date format settings","first day of week","24 hour time format",{},200,[15254,12613],{"title":30913,"description":31100},"help\u002Fsettings\u002Fworkspace-defaults","luMf9_dM_1Ko9kmb3UrLT2KBwQFE41xFkJysHP0hdz0",{"id":31115,"title":31116,"audience":7,"body":31117,"category":93,"description":31274,"draft":387,"extension":388,"icon":31275,"keywords":31276,"meta":31282,"navigation":398,"order":31283,"path":31284,"related":31285,"seo":31286,"stem":31287,"updatedAt":403,"__hash__":31288},"help\u002Fhelp\u002Fsettings\u002Ftransfer-ownership.md","Transfer ownership of your business",{"type":132,"value":31118,"toc":31259},[31119,31130,31132,31146,31150,31180,31184,31187,31225,31231,31236,31238,31242,31245,31249,31252,31256],[135,31120,31121,31122,31125,31126,31129],{},"Only the current owner can transfer ownership, and only to an ",[144,31123,31124],{},"active admin"," in the business. The transfer happens in ",[144,31127,31128],{},"Settings → Team & access → Team",", and it's guarded by a typed confirmation because it's immediate and changes who ultimately controls the workspace.",[149,31131,30440],{"id":30439},[716,31133,31134,31140],{},[719,31135,31136,31137,212],{},"You must be signed in as the ",[144,31138,31139],{},"owner",[719,31141,31142,31143,31145],{},"The new owner must already be an ",[144,31144,31124],{},". If they're staff or a manager, promote them to admin first through the normal role change — the transfer deliberately doesn't auto-promote anyone.",[149,31147,31149],{"id":31148},"how-do-i-transfer-ownership","How do I transfer ownership?",[200,31151,31152,31156,31161,31165,31168,31172,31175,31177],{},[203,31153,31155],{"id":31154},"open-the-team-settings","Open the team settings",[135,31157,4678,31158,31160],{},[144,31159,31128],{}," and open the transfer-ownership action.",[203,31162,31164],{"id":31163},"pick-the-new-owner","Pick the new owner",[135,31166,31167],{},"The picker lists only eligible people: active admins other than you.",[203,31169,31171],{"id":31170},"type-the-confirmation-phrase","Type the confirmation phrase",[135,31173,31174],{},"The dialog asks you to type an exact phrase naming the business and the recipient — the same pattern as deleting a repository on GitHub. This is what stops an accidental click-through.",[203,31176,2524],{"id":2523},[135,31178,31179],{},"Ownership moves immediately. The recipient becomes the owner; you remain in the business with your new (non-owner) role.",[149,31181,31183],{"id":31182},"what-the-owner-role-actually-means","What the owner role actually means",[135,31185,31186],{},"The owner is a deliberate superuser — granted every capability, including ones added in future releases, so no update can ever lock the owner out. A few actions are owner-reserved on top of admin:",[157,31188,31189,31198],{},[160,31190,31191],{},[163,31192,31193,31196],{},[166,31194,31195],{},"Owner-only action",[166,31197,9174],{},[173,31199,31200,31210,31217],{},[163,31201,31202,31208],{},[178,31203,31204,31205,31207],{},"Enforcing ",[221,31206,224],{"href":223}," org-wide",[178,31209,9197],{},[163,31211,31212,31215],{},[178,31213,31214],{},"Transferring ownership",[178,31216,31128],{},[163,31218,31219,31222],{},[178,31220,31221],{},"Directly editing team members' locked legal names",[178,31223,31224],{},"Profile change requests route to the owner",[135,31226,31227,31228,31230],{},"See ",[221,31229,5647],{"href":3613}," for the full model.",[1334,31232,31233],{},[135,31234,31235],{},"There is no undo button. The only way back is the new owner transferring ownership to you — which requires their cooperation. Treat this like handing over the keys, because that's exactly what it is.",[149,31237,325],{"id":324},[203,31239,31241],{"id":31240},"why-isnt-the-person-i-want-listed","Why isn't the person I want listed?",[135,31243,31244],{},"They're not an active admin. Promote them to admin (and make sure their account is active, not invited or suspended), then reopen the dialog.",[203,31246,31248],{"id":31247},"what-happens-to-my-account-after-transferring","What happens to my account after transferring?",[135,31250,31251],{},"Nothing is deleted — you keep your account and history, minus the owner-reserved powers.",[203,31253,31255],{"id":31254},"can-support-transfer-ownership-for-us","Can support transfer ownership for us?",[135,31257,31258],{},"The in-app flow is the intended path. If the owner is unreachable (left the company, lost access), contact support — that's an identity-verification conversation, not a settings toggle.",{"title":363,"searchDepth":22,"depth":22,"links":31260},[31261,31262,31268,31269],{"id":30439,"depth":22,"text":30440},{"id":31148,"depth":22,"text":31149,"children":31263},[31264,31265,31266,31267],{"id":31154,"depth":32,"text":31155},{"id":31163,"depth":32,"text":31164},{"id":31170,"depth":32,"text":31171},{"id":2523,"depth":32,"text":2524},{"id":31182,"depth":22,"text":31183},{"id":324,"depth":22,"text":325,"children":31270},[31271,31272,31273],{"id":31240,"depth":32,"text":31241},{"id":31247,"depth":32,"text":31248},{"id":31254,"depth":32,"text":31255},"Hand the owner role of your Owneli workspace to another person safely — who's eligible, what changes, and the typed confirmation step.","i-lucide-crown",[31277,31278,31279,31280,31281],"transfer ownership","change business owner","make someone else owner","new owner workroom","sell my business account",{},210,"\u002Fhelp\u002Fsettings\u002Ftransfer-ownership",[3613,223],{"title":31116,"description":31274},"help\u002Fsettings\u002Ftransfer-ownership","3zNRWnXCC4G7vNWiiEVHG4lIjsd141btUoZYOgBI4VE",1790210899680]