Owneli Academy

Situações reais.
Próximos passos claros.

Uma agenda vazia. Uma decisão de preços. Um cliente querendo retornar. Resolva problemas do dia a dia da empresa e conheça as tarefas da Owneli que ajudam.

Comece com uma ligação real Encontre seu caminho

31 passos a passo práticos Assista ou siga os passos

Comece aqui

The quote estimate with its subtotal, tax and total.

The client portal appointments screen with upcoming and past visits.

Uma consulta de preço pode ter um próximo passo claro.

Criado em torno do seu dia a dia

O que você procura hoje?

Escolha uma função para uma trilha de aprendizado curta e prática. Você pode explorar qualquer trilha.

Sua trilha sugerida

I run a business

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

Passo a passo

Para parceiros8 passos

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.

Explorar esta situação

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

Passo a passo

Para parceiros4 passos

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.

Explorar esta situação

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

Passo a passo

Para parceiros4 passos

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.

Explorar esta situação

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

Passo a passo

Para parceiros3 passos

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

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

Explorar esta situação

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.

Passo a passo

Para parceiros6 passos

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.

Explorar esta situação

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

Passo a passo

Para parceiros6 passos

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.

Explorar esta situação

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

Passo a passo

Para parceiros3 passos

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.

Explorar esta situação

The appointment panel with the deposit paid at booking.

Passo a passo

Para parceiros7 passos

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.

Explorar esta situação

The open drawer form with a starting float entered.

Passo a passo

Para parceiros6 passos

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.

Explorar esta situação

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

Passo a passo

Para parceiros4 passos

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.

Explorar esta situação

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

Passo a passo

Para parceiros5 passos

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.

Explorar esta situação

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

Passo a passo

Para parceiros6 passos

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.

Explorar esta situação

Gift cards sold with the Printed cards view selected.

Passo a passo

Para parceiros7 passos

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.

Explorar esta situação

A new cart with the gift card form open.

Passo a passo

Para parceiros7 passos

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.

Explorar esta situação

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

Passo a passo

Para parceiros6 passos

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.

Explorar esta situação

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

Passo a passo

Para parceiros4 passos

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.

Explorar esta situação

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

Passo a passo

Para parceiros5 passos

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.

Explorar esta situação

The Rebook reminder overview showing its trigger and current status.

Passo a passo

Para parceiros5 passos

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.

Explorar esta situação

The waitlist search results for a seeded fictional client.

Passo a passo

Para parceiros4 passos

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.

Explorar esta situação

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

Passo a passo

Para parceiros4 passos

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.

Explorar esta situação

Procurando uma resposta específica?

A biblioteca de ajuda tem a referência completa, incluindo permissões, configurações e exceções.

Explorar artigos de ajuda