[{"data":1,"prerenderedAt":1105},["ShallowReactive",2],{"help:\u002Fhelp\u002Faccount\u002Faccept-an-invitation":3,"help-all-categories":226,"help-cat-articles:\u002Fhelp\u002Faccount\u002Faccept-an-invitation":345,"help-related:\u002Fhelp\u002Faccount\u002Faccept-an-invitation":346},{"id":4,"title":5,"audience":6,"body":7,"category":204,"description":205,"draft":206,"extension":207,"icon":208,"keywords":209,"meta":216,"navigation":217,"order":218,"path":219,"related":220,"seo":222,"stem":223,"updatedAt":224,"__hash__":225},"help\u002Fhelp\u002Faccount\u002Faccept-an-invitation.md","Accept an invitation to join a business","clinic",{"type":8,"value":9,"toc":185},"minimark",[10,19,24,27,32,70,80,84,87,138,142,145,149,153,156,160,168,172],[11,12,13,14,18],"p",{},"Click the link in your invitation email, set a password, verify your phone with a 6-digit code, and you're in. If you already have a Owneli account with that email, it's a one-click ",[15,16,17],"strong",{},"Accept invitation"," instead.",[20,21,23],"h2",{"id":22},"how-do-i-accept-a-owneli-invitation","How do I accept a Owneli invitation?",[11,25,26],{},"The link opens the acceptance page, showing the business you're joining and the role you were invited as. Your email address is fixed — it's the one the invitation was sent to.",[28,29,31],"h3",{"id":30},"if-youre-new-to-owneli","If you're new to Owneli",[33,34,35,39,42,46,53,57,63,67],"steps",{},[28,36,38],{"id":37},"open-the-invitation-link","Open the invitation link",[11,40,41],{},"Check the business name and role shown at the top.",[28,43,45],{"id":44},"fill-in-your-details","Fill in your details",[11,47,48,49,52],{},"Enter your name, your mobile number, and a password of at least 8 characters, then press ",[15,50,51],{},"Continue",".",[28,54,56],{"id":55},"verify-your-phone","Verify your phone",[11,58,59,60,52],{},"A 6-digit code is texted to you. Type it in and press ",[15,61,62],{},"Verify & accept",[28,64,66],{"id":65},"youre-in","You're in",[11,68,69],{},"You're signed in automatically and taken to onboarding. If auto sign-in doesn't complete, sign in from the login page with your new password.",[71,72,73],"tip",{},[11,74,75,76,79],{},"Number can't receive texts — a landline, or a carrier hiccup? Use the ",[15,77,78],{},"email me the code instead"," option that appears; the code goes to the same mailbox the invitation arrived in.",[28,81,83],{"id":82},"if-you-already-have-a-owneli-account","If you already have a Owneli account",[11,85,86],{},"One login can belong to several businesses.",[88,89,90,103],"table",{},[91,92,93],"thead",{},[94,95,96,100],"tr",{},[97,98,99],"th",{},"Your situation",[97,101,102],{},"What you'll see",[104,105,106,118,130],"tbody",{},[94,107,108,112],{},[109,110,111],"td",{},"Signed in as the invited email",[109,113,114,115,117],{},"A one-click ",[15,116,17],{}," — no new password, no phone step",[94,119,120,123],{},[109,121,122],{},"Signed in as a different email",[109,124,125,126,129],{},"A notice that the invite belongs to another mailbox, with ",[15,127,128],{},"Sign out"," to switch",[94,131,132,135],{},[109,133,134],{},"Signed out, but the account exists",[109,136,137],{},"Sign in first, then click the invitation link again",[20,139,141],{"id":140},"what-if-the-invitation-link-doesnt-work","What if the invitation link doesn't work?",[11,143,144],{},"Invitations expire. If the page says the invitation is invalid or expired, ask the admin who invited you to send a fresh one — the old link can't be revived.",[20,146,148],{"id":147},"common-questions","Common questions",[28,150,152],{"id":151},"can-i-change-the-email-address-on-the-invitation","Can I change the email address on the invitation?",[11,154,155],{},"No — the invitation is bound to the mailbox it was sent to. If it went to the wrong address, ask the admin to cancel it and invite the right one.",[28,157,159],{"id":158},"what-role-will-i-have","What role will I have?",[11,161,162,163,52],{},"The invitation shows it — owner, admin, manager, or staff. What each can do is capability-based; see ",[164,165,167],"a",{"href":166},"\u002Fhelp\u002Fsettings\u002Froles-and-permissions","Roles and permissions",[28,169,171],{"id":170},"what-should-i-do-first-after-joining","What should I do first after joining?",[11,173,174,175,179,180,184],{},"Take the ",[164,176,178],{"href":177},"\u002Fhelp\u002Fgetting-started\u002Fwelcome","welcome tour",", and ",[164,181,183],{"href":182},"\u002Fhelp\u002Faccount\u002Fsecure-your-account-with-mfa","turn on two-factor authentication"," — some businesses require it.",{"title":186,"searchDepth":187,"depth":187,"links":188},"",2,[189,198,199],{"id":22,"depth":187,"text":23,"children":190},[191,193,194,195,196,197],{"id":30,"depth":192,"text":31},3,{"id":37,"depth":192,"text":38},{"id":44,"depth":192,"text":45},{"id":55,"depth":192,"text":56},{"id":65,"depth":192,"text":66},{"id":82,"depth":192,"text":83},{"id":140,"depth":187,"text":141},{"id":147,"depth":187,"text":148,"children":200},[201,202,203],{"id":151,"depth":192,"text":152},{"id":158,"depth":192,"text":159},{"id":170,"depth":192,"text":171},"account","How to accept a Owneli team invitation — set your password, verify your phone, join with an existing account, and fix an expired invite link.",false,"md","i-lucide-mail-plus",[210,211,212,213,214,215],"accept invitation","join my team","invite link expired","create staff account","invitation email not working","join a second business",{},true,20,"\u002Fhelp\u002Faccount\u002Faccept-an-invitation",[221,182,177],"\u002Fhelp\u002Faccount\u002Flog-in-and-reset-your-password",{"title":5,"description":205},"help\u002Faccount\u002Faccept-an-invitation","2026-08-14","vZSxsef8fs9VAQvMv1dVdiltabV8dmEOObJIx8oPNGU",[227,238,247,256,266,276,286,296,306,316,325,335],{"id":228,"title":229,"audience":6,"description":230,"extension":231,"icon":232,"meta":233,"order":234,"slug":235,"stem":236,"__hash__":237},"helpCategories\u002Fhelp\u002Fcategories\u002Fgetting-started.yml","Getting started","Set up your workspace, learn the layout, and run your first day.","yml","i-lucide-compass",{},1,"getting-started","help\u002Fcategories\u002Fgetting-started","lTnfg_2tKvxQ9QanJ9XY3shoBHrJNWNfnxhcYaaKKPI",{"id":239,"title":240,"audience":6,"description":241,"extension":231,"icon":242,"meta":243,"order":187,"slug":244,"stem":245,"__hash__":246},"helpCategories\u002Fhelp\u002Fcategories\u002Fcalendar.yml","Calendar & booking","Book, move, and cancel appointments. Block time, work the waitlist, and read the grid at a glance.","i-lucide-calendar",{},"calendar","help\u002Fcategories\u002Fcalendar","s5UMHzRIeTUFi7mdsOyuSluzJBp79U9WTsTpOtbaW-E",{"id":248,"title":249,"audience":6,"description":250,"extension":231,"icon":251,"meta":252,"order":192,"slug":253,"stem":254,"__hash__":255},"helpCategories\u002Fhelp\u002Fcategories\u002Fcheckout.yml","Checkout & payments","Ring up a sale, take tips, handle deposits and fees, issue refunds, and close the drawer.","i-lucide-credit-card",{},"checkout","help\u002Fcategories\u002Fcheckout","4PQPgJd7Z25g0SvtoqqdMlnzk3DlcJpaZhNAiNiYVW0",{"id":257,"title":258,"audience":6,"description":259,"extension":231,"icon":260,"meta":261,"order":262,"slug":263,"stem":264,"__hash__":265},"helpCategories\u002Fhelp\u002Fcategories\u002Fclients.yml","Clients & forms","Add and find clients, read a client profile, and send forms and consents.","i-lucide-users",{},4,"clients","help\u002Fcategories\u002Fclients","u-tqzEJo2gR_wJ7x7y-EMIF3L4TP9EuBWlamwgwCC0I",{"id":267,"title":268,"audience":6,"description":269,"extension":231,"icon":270,"meta":271,"order":272,"slug":273,"stem":274,"__hash__":275},"helpCategories\u002Fhelp\u002Fcategories\u002Fretail.yml","Memberships, packages & gift cards","The things clients buy once and spend down over time, and how each one behaves at checkout.","i-lucide-gift",{},5,"retail","help\u002Fcategories\u002Fretail","wVVr_rc_P9p2RZWwy0XKsNB9fQ7XtQxxIz4qnixkGkg",{"id":277,"title":278,"audience":6,"description":279,"extension":231,"icon":280,"meta":281,"order":282,"slug":283,"stem":284,"__hash__":285},"helpCategories\u002Fhelp\u002Fcategories\u002Foperations.yml","Operations","The internal side of the business, covering your written playbook, task boards, venue incidents, and the policies everyone signs.","i-lucide-briefcase",{},6,"operations","help\u002Fcategories\u002Foperations","kSPRTYYbOW5LBNuaYXGv0C4IE7BqS2n-OkCSI97f-cM",{"id":287,"title":288,"audience":6,"description":289,"extension":231,"icon":290,"meta":291,"order":292,"slug":293,"stem":294,"__hash__":295},"helpCategories\u002Fhelp\u002Fcategories\u002Fteam.yml","Team & scheduling","Working hours, the weekly roster, clock-in, timesheets, and time off.","i-lucide-id-card",{},7,"team","help\u002Fcategories\u002Fteam","1cMbCRwUmewb4t_DwUJ7jJUjntx-odU8jRDgBredsPs",{"id":297,"title":298,"audience":6,"description":299,"extension":231,"icon":300,"meta":301,"order":302,"slug":303,"stem":304,"__hash__":305},"helpCategories\u002Fhelp\u002Fcategories\u002Fgrowth.yml","Reports & growth","Read the numbers, export them, and find the report you actually need.","i-lucide-trending-up",{},8,"growth","help\u002Fcategories\u002Fgrowth","3XyCU-DkoYi7xSPz0tDRohlYkNBUS0YsLo-insknI8o",{"id":307,"title":308,"audience":6,"description":309,"extension":231,"icon":310,"meta":311,"order":312,"slug":313,"stem":314,"__hash__":315},"helpCategories\u002Fhelp\u002Fcategories\u002Fsettings.yml","Settings & admin","Services and pricing, who can see what, and moving your data in from another system.","i-lucide-settings",{},9,"settings","help\u002Fcategories\u002Fsettings","rdLQHp7tfAu5iySbsypfXu1kOuujDAuLVk6yGidNvtQ",{"id":317,"title":318,"audience":6,"description":319,"extension":231,"icon":320,"meta":321,"order":322,"slug":204,"stem":323,"__hash__":324},"helpCategories\u002Fhelp\u002Fcategories\u002Faccount.yml","Your login and profile","Your own login, password, two-factor security, profile, and language.","i-lucide-user-circle",{},10,"help\u002Fcategories\u002Faccount","8JZPH_8Q-lnEEFgysE9gCwyd1pzUe2hfAebATuQ5Pog",{"id":326,"title":327,"audience":328,"description":329,"extension":231,"icon":330,"meta":331,"order":218,"slug":332,"stem":333,"__hash__":334},"helpCategories\u002Fhelp\u002Fcategories\u002Fbook-online.yml","Book online","client","Booking, paying, and managing your visit from your venue's booking page and the private links they send you.","i-lucide-globe",{},"book-online","help\u002Fcategories\u002Fbook-online","dUBIoELt-ci1vqbw_VX1VA6PGJV8V-9x4ZmpAk1aXXE",{"id":336,"title":337,"audience":328,"description":338,"extension":231,"icon":339,"meta":340,"order":341,"slug":342,"stem":343,"__hash__":344},"helpCategories\u002Fhelp\u002Fcategories\u002Fportal.yml","Your account and visits","Booking from your account, managing your visits, and using your wallet, memberships and rewards.","i-lucide-user-round",{},21,"portal","help\u002Fcategories\u002Fportal","D8_zQhv9hO2b9PYDADw-ebh1yZUuC0UcBt3DDZbMAH4",[],[347,599,834],{"id":348,"title":349,"audience":6,"body":350,"category":204,"description":585,"draft":206,"extension":207,"icon":586,"keywords":587,"meta":594,"navigation":217,"order":322,"path":221,"related":595,"seo":596,"stem":597,"updatedAt":224,"__hash__":598},"help\u002Fhelp\u002Faccount\u002Flog-in-and-reset-your-password.md","Log in and reset your password",{"type":8,"value":351,"toc":562},[352,364,368,371,408,441,445,479,488,492,518,524,526,530,533,537,544,548,555,559],[11,353,354,355,359,360,363],{},"Sign in at ",[356,357,358],"code",{},"\u002Fauth\u002Flogin"," with your email and password — or skip the password entirely and have Owneli email you a one-time sign-in link. Forgot your password? ",[15,361,362],{},"Forgot password?"," on the login page emails you a reset link.",[20,365,367],{"id":366},"how-do-i-log-in-to-owneli","How do I log in to Owneli?",[11,369,370],{},"Two ways in, both starting from your email address:",[88,372,373,383],{},[91,374,375],{},[94,376,377,380],{},[97,378,379],{},"Method",[97,381,382],{},"When to use it",[104,384,385,398],{},[94,386,387,392],{},[109,388,389],{},[15,390,391],{},"Password",[109,393,394,395],{},"The everyday route — email + password, then ",[15,396,397],{},"Sign in",[94,399,400,405],{},[109,401,402],{},[15,403,404],{},"Magic link",[109,406,407],{},"You forgot the password, or you're on a device you'd rather not type it on",[33,409,410,414,419,423,430,434],{},[28,411,413],{"id":412},"enter-your-email-and-password","Enter your email and password",[11,415,416,417,52],{},"Press ",[15,418,397],{},[28,420,422],{"id":421},"enter-your-two-factor-code-if-asked","Enter your two-factor code if asked",[11,424,425,426,429],{},"If ",[164,427,428],{"href":182},"two-factor authentication"," is on for your account, type the 6-digit code from your authenticator app.",[28,431,433],{"id":432},"you-land-in-the-app","You land in the app",[11,435,436,437,440],{},"If your business requires two-factor and you haven't set it up yet, a ",[15,438,439],{},"Secure your account"," screen may offer to set it up first — you can do it now or later.",[20,442,444],{"id":443},"how-do-i-sign-in-without-a-password","How do I sign in without a password?",[33,446,447,451,457,461,464,468],{},[28,448,450],{"id":449},"send-yourself-the-link","Send yourself the link",[11,452,453,454,52],{},"Enter your email on the login page and press ",[15,455,456],{},"Send magic link",[28,458,460],{"id":459},"open-the-email","Open the email",[11,462,463],{},"You can either click the sign-in link, or type the one-time code from the email into the field that appears on the login page — both work.",[28,465,467],{"id":466},"didnt-arrive","Didn't arrive?",[11,469,470,471,474,475,478],{},"Use ",[15,472,473],{},"Resend link",", or ",[15,476,477],{},"Use a different email"," to start over.",[71,480,481],{},[11,482,483,484,487],{},"The magic link only works for accounts that already exist. If you've never been invited to a Owneli business, ",[164,485,486],{"href":219},"ask for an invitation"," first.",[20,489,491],{"id":490},"how-do-i-reset-a-forgotten-password","How do I reset a forgotten password?",[33,493,494,498,501,505,511,515],{},[28,495,497],{"id":496},"click-forgot-password","Click \"Forgot password?\"",[11,499,500],{},"It's on the login page, next to the password field.",[28,502,504],{"id":503},"enter-your-email","Enter your email",[11,506,416,507,510],{},[15,508,509],{},"Send reset link",". A confirmation screen tells you it's on the way.",[28,512,514],{"id":513},"set-a-new-password","Set a new password",[11,516,517],{},"Follow the link in the email to the reset page, choose a new password, and sign in as usual.",[519,520,521],"note",{},[11,522,523],{},"For security, the login page never confirms whether an email address has an account — a failed magic link or reset shows the same generic message either way.",[20,525,148],{"id":147},[28,527,529],{"id":528},"why-does-it-say-my-account-has-been-deactivated","Why does it say my account has been deactivated?",[11,531,532],{},"An administrator has ended your access to that business. Contact the business directly — there's nothing to fix on your side.",[28,534,536],{"id":535},"i-signed-in-but-see-access-suspended-or-pending-review-what-now","I signed in but see \"Access suspended\" or \"Pending review\" — what now?",[11,538,539,540],{},"Those are membership states, not login failures. See ",[164,541,543],{"href":542},"\u002Fhelp\u002Faccount\u002Faccount-suspended-or-pending-review","Why is my account suspended or pending review?",[28,545,547],{"id":546},"i-lost-my-authenticator-app-and-cant-get-past-the-code-screen","I lost my authenticator app and can't get past the code screen",[11,549,550,551,554],{},"See the recovery section of ",[164,552,553],{"href":182},"Secure your account with two-factor authentication"," — an admin or the owner can disable your two-factor so you can re-enrol.",[28,556,558],{"id":557},"can-i-stay-signed-in","Can I stay signed in?",[11,560,561],{},"Yes — sessions persist on trusted devices. If your business sets an inactivity timeout, you'll be signed out after that idle period.",{"title":186,"searchDepth":187,"depth":187,"links":563},[564,569,574,579],{"id":366,"depth":187,"text":367,"children":565},[566,567,568],{"id":412,"depth":192,"text":413},{"id":421,"depth":192,"text":422},{"id":432,"depth":192,"text":433},{"id":443,"depth":187,"text":444,"children":570},[571,572,573],{"id":449,"depth":192,"text":450},{"id":459,"depth":192,"text":460},{"id":466,"depth":192,"text":467},{"id":490,"depth":187,"text":491,"children":575},[576,577,578],{"id":496,"depth":192,"text":497},{"id":503,"depth":192,"text":504},{"id":513,"depth":192,"text":514},{"id":147,"depth":187,"text":148,"children":580},[581,582,583,584],{"id":528,"depth":192,"text":529},{"id":535,"depth":192,"text":536},{"id":546,"depth":192,"text":547},{"id":557,"depth":192,"text":558},"How to log in to Owneli with a password or a magic link, reset a forgotten password, and fix the most common can't-log-in problems.","i-lucide-log-in",[588,589,590,591,592,593],"reset my password","can't log in","forgot password","magic link login","sign in without password","login code email",{},[182,219,542],{"title":349,"description":585},"help\u002Faccount\u002Flog-in-and-reset-your-password","8Ft7WPOOaQyRaUtMBfTlkHhy5NuO4Q8yXwlS_AD-TeE",{"id":600,"title":553,"audience":6,"body":601,"category":204,"description":817,"draft":206,"extension":207,"icon":818,"keywords":819,"meta":827,"navigation":217,"order":828,"path":182,"related":829,"seo":830,"stem":831,"updatedAt":832,"__hash__":833},"help\u002Fhelp\u002Faccount\u002Fsecure-your-account-with-mfa.md",{"type":8,"value":602,"toc":800},[603,610,614,620,667,671,674,678,684,694,698,751,754,756,760,771,776,780,783,787,793,797],[11,604,605,606,609],{},"Turn on two-factor authentication in ",[15,607,608],{},"Settings → Profile",": scan a QR code with any authenticator app, confirm a 6-digit code, and save the recovery codes you're shown once. From then on, sign-in asks for a code from your app — so a stolen password alone can't open your business.",[20,611,613],{"id":612},"how-do-i-turn-on-two-factor-authentication","How do I turn on two-factor authentication?",[11,615,616,619],{},[15,617,618],{},"Before you start:"," install any standard authenticator app — Google Authenticator, Authy, 1Password, Microsoft Authenticator. Every user can do this for their own account; no admin permission needed.",[33,621,622,626,639,643,646,650,656,660],{},[28,623,625],{"id":624},"open-your-profile-settings","Open your profile settings",[11,627,628,629,631,632,635,636,52],{},"Go to ",[15,630,608],{},", find the ",[15,633,634],{},"Two-factor authentication"," row in the Security section, and click ",[15,637,638],{},"Enable",[28,640,642],{"id":641},"scan-the-qr-code","Scan the QR code",[11,644,645],{},"Scan it with your authenticator app. Can't scan? Type the setup key shown beside the QR code into the app instead.",[28,647,649],{"id":648},"confirm-with-a-code","Confirm with a code",[11,651,652,653,52],{},"Enter the 6-digit code the app now shows and press ",[15,654,655],{},"Verify & enable",[28,657,659],{"id":658},"save-your-recovery-codes","Save your recovery codes",[11,661,662,663,666],{},"Owneli immediately generates single-use recovery codes and shows them ",[15,664,665],{},"once",". Copy or download them into a password manager. When you close the dialog, they can't be viewed again.",[20,668,670],{"id":669},"what-changes-at-sign-in","What changes at sign-in",[11,672,673],{},"After your email and password (or magic link), you're asked for the current 6-digit code from your authenticator app. Enter it and you're in.",[20,675,677],{"id":676},"what-if-i-lose-my-phone","What if I lose my phone?",[679,680,681],"warning",{},[11,682,683],{},"Recovery codes can't yet be typed in at the sign-in screen — self-service redemption is a planned follow-up. If you're locked out, contact an admin or the owner of your business: they can disable your two-factor so you can sign in and re-enrol. Keep your recovery codes available for that conversation.",[11,685,686,687,689,690,693],{},"From ",[15,688,608],{}," you can always see how many codes remain and ",[15,691,692],{},"regenerate"," a fresh set — regenerating invalidates every code from the previous batch.",[20,695,697],{"id":696},"requiring-it-for-the-whole-team","Requiring it for the whole team",[88,699,700,713],{},[91,701,702],{},[94,703,704,707,710],{},[97,705,706],{},"Action",[97,708,709],{},"Who can do it",[97,711,712],{},"Where",[104,714,715,725,736],{},[94,716,717,720,723],{},[109,718,719],{},"Enrol yourself",[109,721,722],{},"Everyone",[109,724,608],{},[94,726,727,730,733],{},[109,728,729],{},"See who has enrolled (roster)",[109,731,732],{},"Admins",[109,734,735],{},"Settings → Team & access → Security",[94,737,738,744,749],{},[109,739,740,743],{},[15,741,742],{},"Require"," two-factor org-wide",[109,745,746],{},[15,747,748],{},"Owner only",[109,750,735],{},[11,752,753],{},"Once enforced, everyone is prompted to enrol at sign-in. Admins can use the roster to chase stragglers before flipping enforcement on.",[20,755,148],{"id":147},[28,757,759],{"id":758},"why-am-i-asked-to-set-up-two-factor-after-signing-in","Why am I asked to set up two-factor after signing in?",[11,761,762,763,766,767,770],{},"Owners and admins who have not enrolled may see an optional setup reminder. ",[15,764,765],{},"Not now"," pauses that reminder for seven days for your account in this browser. ",[15,768,769],{},"Don't remind me"," dismisses the optional reminder for that account in this browser. Clearing browser storage or using a different device can make it appear again.",[11,772,773,774,52],{},"These choices do not disable two-factor authentication or override your business's requirement to use it. You can still turn it on at any time in ",[15,775,608],{},[28,777,779],{"id":778},"which-authenticator-apps-work","Which authenticator apps work?",[11,781,782],{},"Any TOTP app — Google Authenticator, Authy, 1Password, Microsoft Authenticator, and the rest.",[28,784,786],{"id":785},"how-do-i-turn-two-factor-off","How do I turn two-factor off?",[11,788,789,792],{},[15,790,791],{},"Settings → Profile → Disable"," on the two-factor row. If your business requires it, expect to be prompted to enrol again.",[28,794,796],{"id":795},"are-recovery-codes-shown-again-later","Are recovery codes shown again later?",[11,798,799],{},"No. They're displayed exactly once when generated. If you didn't save them, regenerate a new batch — the old ones stop working.",{"title":186,"searchDepth":187,"depth":187,"links":801},[802,808,809,810,811],{"id":612,"depth":187,"text":613,"children":803},[804,805,806,807],{"id":624,"depth":192,"text":625},{"id":641,"depth":192,"text":642},{"id":648,"depth":192,"text":649},{"id":658,"depth":192,"text":659},{"id":669,"depth":187,"text":670},{"id":676,"depth":187,"text":677},{"id":696,"depth":187,"text":697},{"id":147,"depth":187,"text":148,"children":812},[813,814,815,816],{"id":758,"depth":192,"text":759},{"id":778,"depth":192,"text":779},{"id":785,"depth":192,"text":786},{"id":795,"depth":192,"text":796},"How to set up two-factor authentication (2FA) in Owneli with an authenticator app, save recovery codes, and get back in if you lose your phone.","i-lucide-shield-check",[820,821,822,823,824,825,826],"two factor authentication","set up 2fa","mfa setup","authenticator app","recovery codes","lost my phone 2fa","locked out of 2fa",{},30,[221,166],{"title":553,"description":817},"help\u002Faccount\u002Fsecure-your-account-with-mfa","2026-09-19","Dq7ePg8DKKeXYQ1oinqtn73s6w_UWFwtFOwYYLP3FuY",{"id":835,"title":836,"audience":6,"body":837,"category":235,"description":1095,"draft":206,"extension":207,"icon":232,"keywords":1096,"meta":1097,"navigation":217,"order":322,"path":177,"related":1098,"seo":1101,"stem":1102,"updatedAt":1103,"__hash__":1104},"help\u002Fhelp\u002Fgetting-started\u002Fwelcome.md","Find your way around Owneli",{"type":8,"value":838,"toc":1085},[839,842,846,849,871,874,878,881,944,964,966,971,974,978,981,995,999,1002,1006,1019,1023,1026,1071,1078,1082],[11,840,841],{},"Owneli runs a whole practice — clients, calendar, point of sale, retail, and team — from one sidebar. That sidebar is deliberately short. Once you know its shape, you can find anything in one or two clicks.",[20,843,845],{"id":844},"the-three-spines","The three spines",[11,847,848],{},"Three items sit at the top and are always one click away, whether the sidebar is expanded or collapsed to icons:",[850,851,852,859,865],"ul",{},[853,854,855,858],"li",{},[15,856,857],{},"Today"," — your home. Clock in, see what's booked, clear anything that needs action, and check the day's numbers. This is also what the app logo links to.",[853,860,861,864],{},[15,862,863],{},"Calendar"," — every appointment, for every team member, on one grid.",[853,866,867,870],{},[15,868,869],{},"POS"," — sales. Ring up services, products, memberships, and gift cards, and close out the cash drawer.",[11,872,873],{},"These are the surfaces you open every working hour, so they never hide behind a menu.",[20,875,877],{"id":876},"the-five-groups","The five groups",[11,879,880],{},"Everything else lives in one of five groups. Each is a single icon when the sidebar is collapsed; click it to slide out a rail with the full list.",[88,882,883,893],{},[91,884,885],{},[94,886,887,890],{},[97,888,889],{},"Group",[97,891,892],{},"What's inside",[104,894,895,905,914,924,934],{},[94,896,897,902],{},[109,898,899],{},[15,900,901],{},"Clients",[109,903,904],{},"Clients, Messages, Submissions, Forms, Care Guides, Emails",[94,906,907,911],{},[109,908,909],{},[15,910,278],{},[109,912,913],{},"Services, Notes, Boards, Time off, Policies",[94,915,916,921],{},[109,917,918],{},[15,919,920],{},"Retail",[109,922,923],{},"Memberships, Packages, Gift cards, Discounts, Products, Reorder this week, Purchase orders, Vendors",[94,925,926,931],{},[109,927,928],{},[15,929,930],{},"Team",[109,932,933],{},"Team, Scheduling",[94,935,936,941],{},[109,937,938],{},[15,939,940],{},"Growth",[109,942,943],{},"Reports, Reviews, Campaigns, Automations, Loyalty",[519,945,946],{},[11,947,948,949,951,952,955,956,959,960,963],{},"You may not see all of these. Every link is permission-gated, so the sidebar only ever shows what your role can actually open. ",[15,950,940],{}," and ",[15,953,954],{},"Settings"," are hidden from most staff roles entirely. On top of that, some links (Team, Time off, Boards, Vendors and the like) can be hidden per person — automatically for a small workspace, or by your own choices under ",[15,957,958],{},"Settings → Menu",". A hidden page is still reachable by search and direct link, and ",[15,961,962],{},"Restore default"," brings the menu back.",[20,965,954],{"id":313},[11,967,968,970],{},[15,969,954],{}," is the last icon, and it's admin-only. It absorbs everything you configure once and rarely touch again: business details and locations, booking rules, payment processor and payment policy, tips, tax rates, roles and permissions, the online store, the audit log, and data import.",[11,972,973],{},"The rule of thumb: if you'd open a page less than once a week, it's in Settings.",[20,975,977],{"id":976},"reading-the-sidebar","Reading the sidebar",[11,979,980],{},"Two small markers carry real meaning:",[850,982,983,989],{},[853,984,985,988],{},[15,986,987],{},"An eye icon"," next to a link means you can open the page but not change anything. It saves you a click into a page where every button is disabled.",[853,990,991,994],{},[15,992,993],{},"An amber number"," is a count of things waiting on you — pending time-off approvals, notes awaiting acknowledgement, unread client messages. When the sidebar is collapsed, the same signal shows as an amber dot on the group icon.",[20,996,998],{"id":997},"collapsing-the-sidebar","Collapsing the sidebar",[11,1000,1001],{},"Click the small chevron chip on the sidebar's right edge to collapse it to icons and win back screen width. Your choice is remembered across sessions and devices.",[20,1003,1005],{"id":1004},"on-a-phone","On a phone",[11,1007,1008,1009,1012,1013,1016,1017,52],{},"Below tablet width there is no sidebar. Owneli becomes a tab-bar app: ",[15,1010,1011],{},"Today · Calendar · Sell · Clients · More"," along the bottom of the screen. The first four are the same spine surfaces; ",[15,1014,1015],{},"More"," opens the full directory — every page from the sidebar groups above, a \"Find a page\" search, and your account actions (My profile, Settings, System status, Sign out). If an instruction in these articles names a sidebar item you can't see on your phone, it's under ",[15,1018,1015],{},[20,1020,1022],{"id":1021},"the-top-bar","The top bar",[11,1024,1025],{},"Along the top of every page:",[850,1027,1028,1042,1048,1054,1060,1065],{},[853,1029,1030,1033,1034,1037,1038,1041],{},[15,1031,1032],{},"Search"," (or ",[356,1035,1036],{},"⌘K"," \u002F ",[356,1039,1040],{},"Ctrl+K",") — jump to any client, appointment, or page.",[853,1043,1044,1047],{},[15,1045,1046],{},"Location switcher"," — if your business has more than one location, this scopes what you're looking at. An organisation switcher appears beside it only if you belong to more than one business.",[853,1049,1050,1053],{},[15,1051,1052],{},"Send"," — one entry point for sending a form, sharing a care page, or emailing a client, so you don't have to navigate to three different list pages.",[853,1055,1056,1059],{},[15,1057,1058],{},"Language"," — English, Spanish, and French.",[853,1061,1062,52],{},[15,1063,1064],{},"Light\u002Fdark mode",[853,1066,1067,1070],{},[15,1068,1069],{},"Notifications"," — the bell, with a red count when something is unread.",[71,1072,1073],{},[11,1074,1075,1077],{},[356,1076,1036],{}," is the fastest way to move around once you know client names. It searches clients and pages together.",[20,1079,1081],{"id":1080},"whats-next","What's next",[11,1083,1084],{},"If you're standing up a new business, work through the setup checklist. If someone else already set things up and you're joining an existing team, go straight to your day.",{"title":186,"searchDepth":187,"depth":187,"links":1086},[1087,1088,1089,1090,1091,1092,1093,1094],{"id":844,"depth":187,"text":845},{"id":876,"depth":187,"text":877},{"id":313,"depth":187,"text":954},{"id":976,"depth":187,"text":977},{"id":997,"depth":187,"text":998},{"id":1004,"depth":187,"text":1005},{"id":1021,"depth":187,"text":1022},{"id":1080,"depth":187,"text":1081},"A two-minute tour of the sidebar — the three spines, the five groups, and where configuration hides.",[],{},[1099,1100],"\u002Fhelp\u002Fgetting-started\u002Fset-up-your-workspace","\u002Fhelp\u002Fgetting-started\u002Fyour-day-in-workroom",{"title":836,"description":1095},"help\u002Fgetting-started\u002Fwelcome","2026-09-01","0Jmix1z5TVe5oMcNG76Kw93WvAzLH6qzoknkeUTTIQU",1790218954956]