Aplikacioni

Owneli Academy

Situata reale.
Hapa të qartë të radhës.

Një kalendar bosh. Një vendim mbi çmimet. Një klient që dëshiron të rikthehet. Trajtoni sfidat e përditshme të biznesit dhe mësoni funksionet e Owneli që ju vijnë në ndihmë.

31 udhëzues praktikë Shikoni videon ose ndiqni hapat

Filloni këtu
The quote estimate with its subtotal, tax and total.
The client portal appointments screen with upcoming and past visits.
Një pyetje për çmimin mund të ketë një hap të qartë vijues.

E përshtatur për ditën tuaj

Çfarë ju sjell këtu?

Zgjidhni një rol për një rrugëtim mësimor të shkurtër dhe praktik. Mund të eksploroni lirisht çdo drejtim.

Rrugëtimi i sugjeruar për ju

I run a business

20 udhëzues të shfaqur

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

Për partnerët8 hapa

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.

Eksploroni këtë situatë
The Owneli New quote panel with the Choose what to quote control.
Udhëzues praktik

Për partnerët4 hapa

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.

Eksploroni këtë situatë
The Owneli calendar day view with the date, location and provider columns.
Udhëzues praktik

Për partnerët4 hapa

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.

Eksploroni këtë situatë
Scheduled shifts for one week with repeating hours and the week selector.
Udhëzues praktik

Për partnerët3 hapa

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

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

Eksploroni këtë situatë
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.
Udhëzues praktik

Për partnerët6 hapa

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.

Eksploroni këtë situatë
The Incidents page under Operations, with its privacy note and the File incident button.
Udhëzues praktik

Për partnerët6 hapa

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.

Eksploroni këtë situatë
A team member's panel open on the Incidents tab, with its privacy note.
Udhëzues praktik

Për partnerët3 hapa

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.

Eksploroni këtë situatë
The appointment panel with the deposit paid at booking.
Udhëzues praktik

Për partnerët7 hapa

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.

Eksploroni këtë situatë
The open drawer form with a starting float entered.
Udhëzues praktik

Për partnerët6 hapa

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.

Eksploroni këtë situatë
The Needs attention list with a chargeback and the unpaid sales reminder.
Udhëzues praktik

Për partnerët4 hapa

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.

Eksploroni këtë situatë
Today's Action required list with a client dispute and the days left to respond.
Udhëzues praktik

Për partnerët5 hapa

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.

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

Për partnerët6 hapa

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.

Eksploroni këtë situatë
Gift cards sold with the Printed cards view selected.
Udhëzues praktik

Për partnerët7 hapa

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.

Eksploroni këtë situatë
A new cart with the gift card form open.
Udhëzues praktik

Për partnerët7 hapa

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.

Eksploroni këtë situatë
The Service profitability report, with Signature Facial in the By service table and its Margin column.
Udhëzues praktik

Për partnerët6 hapa

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.

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

Për partnerët4 hapa

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.

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

Për partnerët5 hapa

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.

Eksploroni këtë situatë
The Rebook reminder overview showing its trigger and current status.
Udhëzues praktik

Për partnerët5 hapa

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.

Eksploroni këtë situatë
The waitlist search results for a seeded fictional client.
Udhëzues praktik

Për partnerët4 hapa

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.

Eksploroni këtë situatë
The Sales report directory with sales, payment and liability report choices.
Udhëzues praktik

Për partnerët4 hapa

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.

Eksploroni këtë situatë

Po kërkoni një përgjigje specifike?

Biblioteka e ndihmës përmban referencën e plotë, përfshirë lejet, cilësimet dhe përjashtimet.

Shfletoni artikujt e ndihmës