Owneli Academy

Real situations.
Clear next steps.

A quiet calendar. A pricing decision. A client who means to return. Work through everyday business problems and learn the Owneli tasks that help.

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31 practical walkthroughs Watch or follow the steps

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The quote estimate with its subtotal, tax and total.

The client portal appointments screen with upcoming and past visits.

A price enquiry can have a clear next step.

Built around your day

What brings you here?

Choose a role for a short, practical learning path. You can explore any path.

Learn through a real situation

What is happening today?

The Owneli New quote panel with the Choose what to quote control.

Walkthrough

For partners4 steps

A caller wants prices. Give them a next step.

Build a clear estimate, compare options, and show a caller how to move from a price enquiry to booking.

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The Owneli calendar day view with the date, location and provider columns.

Walkthrough

For partners4 steps

Book the whole visit while the client is on the phone.

Find the booking controls, choose the client and services, and check the complete visit before confirming.

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Scheduled shifts for one week with repeating hours and the week selector.

Walkthrough

For partners3 steps

Someone is starting late this week. Adjust the right schedule.

Understand the difference between repeating availability and a change for a particular week.

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An appointment preview card over the Owneli calendar.

Walkthrough

For partners3 steps

Your next client is arriving. Get the visit in view.

Move from the calendar to appointment details and back with the time, services and client context in view.

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A fictional client portal home screen with the next appointment and Book a new visit.

Walkthrough

For clients6 steps

Find your visits without calling the front desk.

See where your bookings live in the client portal, book your next visit and find it with the others.

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The client portal More menu listing Memberships.

Walkthrough

For clients3 steps

Check what your membership includes before you book.

Find your plan, review its status and included benefits, and understand where requests are handled.

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The Incidents page under Operations, with its privacy note and the File incident button.

Walkthrough

For partners6 steps

Something happened at the venue. Record it while it's fresh.

File a factual incident record with the response and a witness, then follow it up and close it.

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A team member's panel open on the Incidents tab, with its privacy note.

Walkthrough

For partners3 steps

A team member was late again. Keep a fair, private record.

Log a factual incident on a team member's record, see who can read it, and how a pattern is flagged.

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The Add team member panel with a name and email address entered, Takes bookings on, and Ready to add at the top of its list.

Walkthrough

For partners6 steps

Someone new starts soon. Invite them with the right access.

Invite a team member, choose their role, services and location, and track the invitation until they join.

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The invitation page showing the business and the Staff role.

Walkthrough

For partners5 steps

You've been invited to the team. Set up your account.

Accept a team invitation, create your login, turn on two-factor sign-in if your business asks, complete the welcome steps and find your way on day one.

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Today for a new business, with the setup list at 0 of 6.

Walkthrough

For partners8 steps

Your business is new. Get it ready for its first booking.

Work through the setup list on Today: your brand, a location, a service, your hours and a first client, then online booking and payments.

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Today's Action required list with a client dispute and the days left to respond.

Walkthrough

For partners5 steps

A client disputed a card charge. Find it before the deadline.

See where a chargeback shows up, what each stage means, how long you have to answer and what is held from your payouts.

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A dispute for a service not received, with the tip to show check-in and completion times.

Walkthrough

For partners6 steps

Answer a card dispute with the evidence that wins it.

Use the evidence Owneli gathers, add your explanation and files, and know what winning, losing or accepting costs.

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One quote option with a Hydrafacial and a serum, and its subtotal, tax and total.

Walkthrough

For partners6 steps

Send a quote with options, then follow it up.

Price a treatment and a product side by side, send the estimate with consent, and use its status to follow up before it expires.

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A fictional client estimate with two options and its valid-through date.

Walkthrough

For clients5 steps

Your estimate arrived. Book the option you want.

Open the estimate link, compare the options, and book the one you choose at the quoted price.

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The checkout opened on its Cart step, with tiles for services, products, memberships and gift cards.

Walkthrough

For partners8 steps

A client is at the desk. Take their payment.

Ring up a visit from cart to receipt: the client, a service and a product, a discount, the tip they choose, and cash with change.

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The open drawer form with a starting float entered.

Walkthrough

For partners6 steps

Start the day with a float. End it with a count.

Open the cash drawer, record cash drops and tip pay-outs, then count it at close and read the Z-report.

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Walkthrough

For partners6 steps

A client returns a product. Find the sale and refund it.

Find a past sale, open its receipt, and refund one item back to the way it was paid.

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The online orders list with new, ready, shipped and completed orders.

Walkthrough

For partners4 steps

An online order is waiting. Get it to the client.

Find a new storefront order, mark it ready when it is packed, and complete it when the client collects.

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The Needs attention list with a chargeback and the unpaid sales reminder.

Walkthrough

For partners4 steps

Some payments need a person. Clear them first.

See what lands in Needs attention, take ownership of an item, and go straight to the action that resolves it.

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A preview of the visit on the calendar, with the client, service and price.

Walkthrough

For partners5 steps

The treatment is done. Check the visit out from the calendar.

Open the appointment, check it out with its services already in the cart, take the tip and the card payment, and close the visit.

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Walkthrough

For partners8 steps

A client wants to commit. Sell a membership, a package and a gift card.

Sell a membership, a package of sessions and a gift card in one sale, go through the membership terms with the client, then pay for the next visit with a package session.

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The appointment panel with the deposit paid at booking.

Walkthrough

For partners7 steps

A client cancels late and another never arrives. Apply your payment policy.

Cancel a booking inside the cancellation window and keep its deposit as the fee, mark a no-show, and collect the no-show fee at the till when there is no card to charge.

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Gift cards sold with the Printed cards view selected.

Walkthrough

For partners7 steps

Print a batch of gift cards for the holidays.

Make a batch of numbered cards, download the print file and proof sheet, and know exactly what to ask a card printer for.

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A new cart with the gift card form open.

Walkthrough

For partners7 steps

A client brings a gift card from the rack. Sell it.

Scan a printed card at the till, confirm its value, take the payment and see the card go live.

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The Rebook reminder overview showing its trigger and current status.

Walkthrough

For partners5 steps

Clients are due back. Review your rebook reminder.

Review the business default, a service-specific rebooking interval and the conversion report before saving changes.

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The waitlist search results for a seeded fictional client.

Walkthrough

For partners4 steps

A client needs another time. Prepare a waitlist request.

Record the client’s preferred times and service in an unsaved waitlist request, then review the handover.

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The Sales report directory with sales, payment and liability report choices.

Walkthrough

For partners4 steps

Sales and cash differ. Read the right report.

Use sales and payment reports to separate sales, money collected and value still owed to clients.

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The Service profitability report, with Signature Facial in the By service table and its Margin column.

Walkthrough

For partners6 steps

Your calendar is full. Check what each service earns.

A practical pricing check using the full appointment time, direct costs and the effect of a discount.

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The Cancellations & no-shows report for last month, with the Lost and No-show rate tiles.

Walkthrough

For partners4 steps

Clients miss visits. Make the next step clear.

Find where missed visits happen, check what the reminder tells clients and offer a freed slot to someone waiting.

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The Return visits list on Today, with a client, the service and the line showing the interval, the last visit and the due date.

Walkthrough

For partners5 steps

Clients mean to return. Make rebooking easier.

Use relevant, well-timed nudges to make the next visit easier to arrange, and measure what happens afterwards.

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