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.

Start with a real call Find your path

31 practical walkthroughs Watch or follow the steps

Start here

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.

Your suggested path

I run a business

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

Walkthrough

For partners8 steps

01. 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.

Explore this situation

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

Walkthrough

For partners4 steps

02. 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.

Explore this situation

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

Walkthrough

For partners4 steps

03. 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.

Explore this situation

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

Walkthrough

For partners3 steps

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

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

Explore this situation

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

05. 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.

Explore this situation

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

Walkthrough

For partners6 steps

06. 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.

Explore this situation

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

Walkthrough

For partners3 steps

07. 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.

Explore this situation

The appointment panel with the deposit paid at booking.

Walkthrough

For partners7 steps

08. 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.

Explore this situation

The open drawer form with a starting float entered.

Walkthrough

For partners6 steps

09. 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.

Explore this situation

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

Walkthrough

For partners4 steps

10. 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.

Explore this situation

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

Walkthrough

For partners5 steps

11. 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.

Explore this situation

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

Walkthrough

For partners6 steps

12. 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.

Explore this situation

Gift cards sold with the Printed cards view selected.

Walkthrough

For partners7 steps

13. 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.

Explore this situation

A new cart with the gift card form open.

Walkthrough

For partners7 steps

14. 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.

Explore this situation

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

Walkthrough

For partners6 steps

15. 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.

Explore this situation

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

Walkthrough

For partners4 steps

16. 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.

Explore this situation

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

17. 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.

Explore this situation

The Rebook reminder overview showing its trigger and current status.

Walkthrough

For partners5 steps

18. Clients are due back. Review your rebook reminder.

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

Explore this situation

The waitlist search results for a seeded fictional client.

Walkthrough

For partners4 steps

19. 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.

Explore this situation

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

Walkthrough

For partners4 steps

20. Sales and cash differ. Read the right report.

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

Explore this situation

Looking for one specific answer?

The help library has the full reference, including permissions, settings and exceptions.

Browse help articles