Owneli Academy
Situações reais.
Próximos passos claros.
Uma agenda com poucas marcações. Uma decisão de preços. Um cliente que tenciona regressar. Resolva desafios diários do negócio e descubra como as funcionalidades do Owneli ajudam.
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31 guias apresentados
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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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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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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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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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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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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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 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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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 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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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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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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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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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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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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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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