[{"data":1,"prerenderedAt":1155},["ShallowReactive",2],{"help:\u002Fhelp\u002Fcalendar\u002Fbook-a-group-or-party":3,"help-all-categories":322,"help-cat-articles:\u002Fhelp\u002Fcalendar\u002Fbook-a-group-or-party":441,"help-related:\u002Fhelp\u002Fcalendar\u002Fbook-a-group-or-party":442},{"id":4,"title":5,"audience":6,"body":7,"category":299,"description":300,"draft":301,"extension":302,"icon":303,"keywords":304,"meta":311,"navigation":312,"order":313,"path":314,"related":315,"seo":318,"stem":319,"updatedAt":320,"__hash__":321},"help\u002Fhelp\u002Fcalendar\u002Fbook-a-group-or-party.md","Book a group or party","clinic",{"type":8,"value":9,"toc":279},"minimark",[10,23,28,31,94,97,101,108,190,193,197,205,221,232,236,243,247,251,254,258,265,269,272,276],[11,12,13,14,18,19,22],"p",{},"A party is several appointments — one per guest, each with their own service, provider and time — grouped so you can manage, check out, and cancel them together. Start one with ",[15,16,17],"strong",{},"Add → Group appointment"," in the calendar toolbar, or ",[15,20,21],{},"Group appointment"," from the empty-slot menu.",[24,25,27],"h2",{"id":26},"how-do-i-book-a-group","How do I book a group?",[11,29,30],{},"Parties are built one guest at a time: book each guest normally, and attach the bookings to the group as you go.",[32,33,34,39,56,60,66,70,83,87],"steps",{},[35,36,38],"h3",{"id":37},"start-the-party","Start the party",[11,40,41,42,44,45,47,48,51,52,55],{},"Choose ",[15,43,17],{}," (toolbar, or the phone's action button), or click an empty slot and pick ",[15,46,21],{},". A panel offers two paths: ",[15,49,50],{},"Create new appointment"," and ",[15,53,54],{},"Select existing appointment",".",[35,57,59],{"id":58},"book-the-first-guest","Book the first guest",[11,61,62,63,65],{},"With ",[15,64,50],{},", pick an open slot — the normal booking panel opens. Book the guest as usual; on save, the appointment becomes the party's first member.",[35,67,69],{"id":68},"add-the-rest","Add the rest",[11,71,72,73,76,77,79,80,55],{},"From the group panel, ",[15,74,75],{},"Add to group"," repeats the choice: book another new appointment, or ",[15,78,54],{}," — the calendar shows \"Click any appointment to add it — keep going to add more\", and you click bookings on the grid until you press ",[15,81,82],{},"Done",[35,84,86],{"id":85},"review-the-party","Review the party",[11,88,89,90,93],{},"The group panel lists every guest with their service, time, price and status, plus a ",[15,91,92],{},"Group total"," in the footer.",[11,95,96],{},"An appointment can belong to only one party — clicking one that's already grouped tells you so.",[24,98,100],{"id":99},"managing-the-party","Managing the party",[11,102,103,104,107],{},"Open any member appointment and its ",[15,105,106],{},"Part of a party"," banner opens the group panel. From there:",[109,110,111,124],"table",{},[112,113,114],"thead",{},[115,116,117,121],"tr",{},[118,119,120],"th",{},"Action",[118,122,123],{},"Where",[125,126,127,147,156,167,177],"tbody",{},[115,128,129,133],{},[130,131,132],"td",{},"Open or remove one guest",[130,134,135,136,139,140,143,144],{},"The guest's ",[15,137,138],{},"Actions"," menu — ",[15,141,142],{},"Open appointment"," \u002F ",[15,145,146],{},"Remove guest",[115,148,149,152],{},[130,150,151],{},"Add more guests",[130,153,154],{},[15,155,75],{},[115,157,158,161],{},[130,159,160],{},"Check everyone out on one bill",[130,162,163,166],{},[15,164,165],{},"⋮ → Checkout group"," — opens a single sale covering the party",[115,168,169,172],{},[130,170,171],{},"Split the party back into solo bookings",[130,173,174],{},[15,175,176],{},"⋮ → Ungroup appointments",[115,178,179,182],{},[130,180,181],{},"Cancel or no-show everyone",[130,183,184,143,187],{},[15,185,186],{},"⋮ → Cancel all",[15,188,189],{},"No-show all",[11,191,192],{},"Removing a guest cancels that guest's appointment (recorded as \"Removed from party\").",[24,194,196],{"id":195},"cancelling-or-no-showing-the-whole-party","Cancelling or no-showing the whole party",[11,198,199,51,202,204],{},[15,200,201],{},"Cancel all",[15,203,189],{}," open a confirmation with two decisions:",[206,207,208,215],"ul",{},[209,210,211,214],"li",{},[15,212,213],{},"Charge the late-cancellation fee to each guest with a card on file"," (or the no-show fee) — off by default.",[209,216,217,220],{},[15,218,219],{},"Let the client know"," — on by default for a cancellation, off for a no-show.",[222,223,224],"warning",{},[11,225,226,227,55],{},"The notification rule is applied guest by guest: any guest whose card was charged is always emailed — the checkbox locks with \"Always sent — they were charged, so we have to tell them.\" A guest's kept deposit is credited against their fee, so nobody is penalised twice. See ",[228,229,231],"a",{"href":230},"\u002Fhelp\u002Fcalendar\u002Fchoose-what-the-client-is-told","Choose whether the client is notified",[24,233,235],{"id":234},"guests-can-manage-the-group-themselves","Guests can manage the group themselves",[11,237,238,239,242],{},"Clients can book a party through your public booking site's group flow — adding guests, and paying one group deposit when your payment policy requires it. The organiser's link shows the roster and offers ",[15,240,241],{},"Cancel this group",", which cancels every guest's appointment.",[24,244,246],{"id":245},"common-questions","Common questions",[35,248,250],{"id":249},"can-each-guest-have-a-different-service-and-provider","Can each guest have a different service and provider?",[11,252,253],{},"Yes — every guest is a full appointment with its own service, provider and time. The party is the wrapper that moves and settles them together.",[35,255,257],{"id":256},"can-guests-pay-separately","Can guests pay separately?",[11,259,260,261,264],{},"Yes. ",[15,262,263],{},"Checkout group"," raises one bill for everyone; for separate bills, open each guest's appointment and check it out individually.",[35,266,268],{"id":267},"who-can-manage-a-party","Who can manage a party?",[11,270,271],{},"Anyone who can manage appointments. Staff whose access is limited to their own calendar can only act on parties booked entirely with them.",[35,273,275],{"id":274},"what-happens-to-the-group-when-i-ungroup-it","What happens to the group when I ungroup it?",[11,277,278],{},"Each appointment simply becomes a normal solo booking — nothing is cancelled or moved.",{"title":280,"searchDepth":281,"depth":281,"links":282},"",2,[283,290,291,292,293],{"id":26,"depth":281,"text":27,"children":284},[285,287,288,289],{"id":37,"depth":286,"text":38},3,{"id":58,"depth":286,"text":59},{"id":68,"depth":286,"text":69},{"id":85,"depth":286,"text":86},{"id":99,"depth":281,"text":100},{"id":195,"depth":281,"text":196},{"id":234,"depth":281,"text":235},{"id":245,"depth":281,"text":246,"children":294},[295,296,297,298],{"id":249,"depth":286,"text":250},{"id":256,"depth":286,"text":257},{"id":267,"depth":286,"text":268},{"id":274,"depth":286,"text":275},"calendar","Book several guests into one visit, manage the party from one panel, check everyone out together, and cancel or no-show the whole group.",false,"md","i-lucide-users",[305,306,307,308,309,310],"book a group appointment","party booking salon","bridal party booking","group checkout together","cancel whole group","add guest to party",{},true,50,"\u002Fhelp\u002Fcalendar\u002Fbook-a-group-or-party",[316,230,317],"\u002Fhelp\u002Fcalendar\u002Fbook-an-appointment","\u002Fhelp\u002Fcheckout\u002Ftake-a-payment",{"title":5,"description":300},"help\u002Fcalendar\u002Fbook-a-group-or-party","2026-09-01","6lt-ccqywJDS_UsT2nHijfk949GquM40OpAKPIYa6z4",[323,334,342,351,360,370,380,390,400,410,420,431],{"id":324,"title":325,"audience":6,"description":326,"extension":327,"icon":328,"meta":329,"order":330,"slug":331,"stem":332,"__hash__":333},"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":335,"title":336,"audience":6,"description":337,"extension":327,"icon":338,"meta":339,"order":281,"slug":299,"stem":340,"__hash__":341},"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",{},"help\u002Fcategories\u002Fcalendar","s5UMHzRIeTUFi7mdsOyuSluzJBp79U9WTsTpOtbaW-E",{"id":343,"title":344,"audience":6,"description":345,"extension":327,"icon":346,"meta":347,"order":286,"slug":348,"stem":349,"__hash__":350},"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":352,"title":353,"audience":6,"description":354,"extension":327,"icon":303,"meta":355,"order":356,"slug":357,"stem":358,"__hash__":359},"helpCategories\u002Fhelp\u002Fcategories\u002Fclients.yml","Clients & forms","Add and find clients, read a client profile, and send forms and consents.",{},4,"clients","help\u002Fcategories\u002Fclients","u-tqzEJo2gR_wJ7x7y-EMIF3L4TP9EuBWlamwgwCC0I",{"id":361,"title":362,"audience":6,"description":363,"extension":327,"icon":364,"meta":365,"order":366,"slug":367,"stem":368,"__hash__":369},"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":371,"title":372,"audience":6,"description":373,"extension":327,"icon":374,"meta":375,"order":376,"slug":377,"stem":378,"__hash__":379},"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":381,"title":382,"audience":6,"description":383,"extension":327,"icon":384,"meta":385,"order":386,"slug":387,"stem":388,"__hash__":389},"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":391,"title":392,"audience":6,"description":393,"extension":327,"icon":394,"meta":395,"order":396,"slug":397,"stem":398,"__hash__":399},"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":401,"title":402,"audience":6,"description":403,"extension":327,"icon":404,"meta":405,"order":406,"slug":407,"stem":408,"__hash__":409},"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":411,"title":412,"audience":6,"description":413,"extension":327,"icon":414,"meta":415,"order":416,"slug":417,"stem":418,"__hash__":419},"helpCategories\u002Fhelp\u002Fcategories\u002Faccount.yml","Your login and profile","Your own login, password, two-factor security, profile, and language.","i-lucide-user-circle",{},10,"account","help\u002Fcategories\u002Faccount","8JZPH_8Q-lnEEFgysE9gCwyd1pzUe2hfAebATuQ5Pog",{"id":421,"title":422,"audience":423,"description":424,"extension":327,"icon":425,"meta":426,"order":427,"slug":428,"stem":429,"__hash__":430},"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",{},20,"book-online","help\u002Fcategories\u002Fbook-online","dUBIoELt-ci1vqbw_VX1VA6PGJV8V-9x4ZmpAk1aXXE",{"id":432,"title":433,"audience":423,"description":434,"extension":327,"icon":435,"meta":436,"order":437,"slug":438,"stem":439,"__hash__":440},"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",[],[443,640,870],{"id":444,"title":445,"audience":6,"body":446,"category":299,"description":630,"draft":301,"extension":302,"icon":631,"keywords":632,"meta":633,"navigation":312,"order":427,"path":316,"related":634,"seo":637,"stem":638,"updatedAt":320,"__hash__":639},"help\u002Fhelp\u002Fcalendar\u002Fbook-an-appointment.md","Book an appointment",{"type":8,"value":447,"toc":615},[448,451,455,478,482,563,567,570,583,587,590,594,602,606,609],[11,449,450],{},"Bookings are made in one panel that slides in from the right. You can open it from anywhere in the app, so you never have to navigate to the calendar first just to take a booking over the phone.",[24,452,454],{"id":453},"open-the-booking-panel","Open the booking panel",[206,456,457,460,467],{},[209,458,459],{},"Click an empty slot on the calendar — the date, time, and team member are pre-filled from where you clicked",[209,461,462,463,466],{},"Use ",[15,464,465],{},"Add → New appointment"," in the calendar toolbar",[209,468,469,470,143,474,477],{},"Use the search palette (",[471,472,473],"code",{},"⌘K",[471,475,476],{},"Ctrl+K",")",[24,479,481],{"id":480},"build-the-booking","Build the booking",[32,483,484,488,495,498,502,505,508,512,515,518,522,529,532,536,556,560],{},[35,485,487],{"id":486},"pick-the-client","Pick the client",[11,489,490,491,494],{},"Search by name, email, or phone. If they're new, ",[15,492,493],{},"New client"," opens the add-client overlay without losing your booking — you come straight back with them attached.",[11,496,497],{},"Once a client is attached you'll see a snapshot beside the form: their upcoming visits, what they usually book, and any tags. Recent services appear as one-tap cards, so rebooking a regular is a single click.",[35,499,501],{"id":500},"choose-services","Choose services",[11,503,504],{},"Pick one or more. Each service you add extends the visit and stacks in the summary with its own duration and price.",[11,506,507],{},"Where a service has pricing options or variants, choose one — the duration and price follow the option, not the base service. If the client holds a membership that discounts this service, the member price is shown.",[35,509,511],{"id":510},"assign-a-provider","Assign a provider",[11,513,514],{},"Each service can go to a different team member, so a visit that starts with one person and finishes with another books as one appointment rather than two.",[11,516,517],{},"Only staff who are bookable and have working hours that day appear.",[35,519,521],{"id":520},"pick-a-time","Pick a time",[11,523,524,525,528],{},"Open slots for the selected date are offered. If the day is full, ",[15,526,527],{},"Find next available"," jumps to the next date that fits.",[11,530,531],{},"You can still book outside working hours — the panel warns you that the slot is off-hours and lets you book anyway. That's how you take the 7am regular who arrives before the doors open.",[35,533,535],{"id":534},"add-anything-else","Add anything else",[206,537,538,544,550],{},[209,539,540,543],{},[15,541,542],{},"Resources"," — if the service needs a room or a machine, it's reserved with the booking. Equipment already taken at that time is shown as busy.",[209,545,546,549],{},[15,547,548],{},"Internal note"," — visible to staff only, never to the client.",[209,551,552,555],{},[15,553,554],{},"Repeat"," — weekly, every two weeks, every four weeks, or monthly, for a set number of occurrences. Owneli books the whole series at once and tells you if any occurrence had to be skipped because of a clash.",[35,557,559],{"id":558},"book-it","Book it",[11,561,562],{},"The footer shows the full visit — total duration, total price, and any deposit due. Confirm and the block appears on the grid.",[24,564,566],{"id":565},"payment-terms-for-this-booking","Payment terms for this booking",[11,568,569],{},"If your business requires a card on file or a deposit, the panel shows what applies and what's due. You can override it for this one booking — no card, card on file, or deposit — without changing your business-wide policy.",[222,571,572],{},[11,573,574,575,578,579,55],{},"Overriding down to \"no card\" for a booking waives the deposit ",[15,576,577],{},"and"," the ability to charge that client a late-cancellation or no-show fee later. Fees can only be collected where a card was captured. See ",[228,580,582],{"href":581},"\u002Fhelp\u002Fcheckout\u002Fdeposits-and-cancellation-fees","Deposits, cancellation and no-show fees",[24,584,586],{"id":585},"double-bookings","Double bookings",[11,588,589],{},"By default an overlapping booking is refused. If your business has overlapping bookings enabled, the booking succeeds and you get a notice naming the appointment it stacked on, so a deliberate double-book never looks like an accident.",[24,591,593],{"id":592},"group-bookings","Group bookings",[11,595,596,597,18,599,601],{},"To book several guests into one visit, use ",[15,598,17],{},[15,600,21],{}," from the empty-slot menu. Each guest gets their own service and provider, and they move, check in, and check out together.",[24,603,605],{"id":604},"after-the-appointment-is-booked","After the appointment is booked",[11,607,608],{},"The block on the grid is the appointment's home. Clicking it opens the detail panel where you check the client in, add services, take payment, reschedule, or cancel.",[610,611,612],"tip",{},[11,613,614],{},"Confirmation emails and reminders go out automatically based on your automation settings — you don't send them by hand.",{"title":280,"searchDepth":281,"depth":281,"links":616},[617,618,626,627,628,629],{"id":453,"depth":281,"text":454},{"id":480,"depth":281,"text":481,"children":619},[620,621,622,623,624,625],{"id":486,"depth":286,"text":487},{"id":500,"depth":286,"text":501},{"id":510,"depth":286,"text":511},{"id":520,"depth":286,"text":521},{"id":534,"depth":286,"text":535},{"id":558,"depth":286,"text":559},{"id":565,"depth":281,"text":566},{"id":585,"depth":281,"text":586},{"id":592,"depth":281,"text":593},{"id":604,"depth":281,"text":605},"Build a booking from the calendar — client, services, provider, time — plus repeats, resources, and per-booking payment terms.","i-lucide-calendar-plus",[],{},[635,636,581],"\u002Fhelp\u002Fcalendar\u002Ffind-your-way-around","\u002Fhelp\u002Fcalendar\u002Freschedule-cancel-and-no-shows",{"title":445,"description":630},"help\u002Fcalendar\u002Fbook-an-appointment","ooMBrRZqK4Rsj4YDfn_1kEncmLcAVprsjqqyf0yW8_w",{"id":641,"title":642,"audience":6,"body":643,"category":299,"description":853,"draft":301,"extension":302,"icon":854,"keywords":855,"meta":862,"navigation":312,"order":863,"path":230,"related":864,"seo":866,"stem":867,"updatedAt":868,"__hash__":869},"help\u002Fhelp\u002Fcalendar\u002Fchoose-what-the-client-is-told.md","Choose whether the client is notified when you cancel or reschedule",{"type":8,"value":644,"toc":841},[645,655,659,669,673,759,762,766,769,784,787,795,799,806,808,812,815,819,822,826,832,836],[11,646,647,648,650,651,654],{},"When you cancel, mark a no-show, or reschedule, a ",[15,649,219],{}," checkbox (or ",[15,652,653],{},"Notify client"," on reschedules) decides whether the client gets an email. You choose — except when their money was taken, in which case the notice is always sent.",[24,656,658],{"id":657},"can-i-cancel-an-appointment-without-emailing-the-client","Can I cancel an appointment without emailing the client?",[11,660,661,662,664,665,668],{},"Yes. Untick ",[15,663,219],{}," in the cancel dialog and no cancellation email or SMS goes out. The one exception: if the cancellation takes the client's money — a cancellation fee is charged, or their deposit is kept — the checkbox locks on and shows ",[15,666,667],{},"\"Always sent — they were charged, so we have to tell them.\""," A client whose card was charged must always be told, so a silent charge can never happen.",[24,670,672],{"id":671},"where-the-choice-appears","Where the choice appears",[109,674,675,686],{},[112,676,677],{},[115,678,679,681,683],{},[118,680,120],{},[118,682,123],{},[118,684,685],{},"Default",[125,687,688,702,715,729,743],{},[115,689,690,696,699],{},[130,691,692,695],{},[15,693,694],{},"Cancel"," an appointment",[130,697,698],{},"The cancel dialog, under the fee and deposit choices",[130,700,701],{},"On — the email sends",[115,703,704,709,712],{},[130,705,706],{},[15,707,708],{},"No-show",[130,710,711],{},"The \"Mark this appointment as a no-show?\" dialog",[130,713,714],{},"Off — no email",[115,716,717,723,726],{},[130,718,719,720],{},"Cancel or no-show a ",[15,721,722],{},"party",[130,724,725],{},"The \"Cancel entire group?\" \u002F \"No-show entire party?\" dialog",[130,727,728],{},"On for cancel, off for no-show",[115,730,731,737,740],{},[130,732,733,734],{},"Cancel a ",[15,735,736],{},"recurring series",[130,738,739],{},"The same cancel dialog — the series inherits your choice",[130,741,742],{},"On",[115,744,745,750,756],{},[130,746,747],{},[15,748,749],{},"Reschedule",[130,751,752,755],{},[15,753,754],{},"Notify client about the new time"," in the reschedule panel",[130,757,758],{},"On, and your last choice is remembered",[11,760,761],{},"The defaults follow how each action is usually used: a cancellation is news the client needs, while a no-show notice (\"you missed your appointment\") is often deliberately skipped for a regular you'd rather call.",[24,763,765],{"id":764},"when-notification-is-automatic","When notification is automatic",[11,767,768],{},"Owneli overrides an unticked box and sends the notice whenever the action took the client's money:",[206,770,771,778],{},[209,772,773,774,777],{},"A ",[15,775,776],{},"late-cancellation or no-show fee"," was charged to the card on file",[209,779,773,780,783],{},[15,781,782],{},"deposit was kept"," (forfeited) instead of refunded",[11,785,786],{},"In a party, this is decided guest by guest: a guest who was charged is emailed even if you unticked the box, while guests who weren't charged stay silent.",[222,788,789],{},[11,790,791,792,794],{},"Suppressing the notice only suppresses the message to the ",[15,793,423],{},". The fee or deposit action still happens, the audit log still records the change, and the assigned provider is still notified.",[24,796,798],{"id":797},"what-counts-as-a-reschedule-notice","What counts as a reschedule notice",[11,800,801,802,805],{},"Only a change to the ",[15,803,804],{},"start time"," triggers the reschedule email. Extending or shortening the appointment without moving its start — say 2 hours to 2 hours 30 — sends nothing, though the reminder timing is quietly re-armed to match. If the notify send fails, the confirmation toast turns into a warning so you know the client wasn't reached.",[24,807,246],{"id":245},[35,809,811],{"id":810},"why-did-the-client-get-an-email-when-i-unticked-the-box","Why did the client get an email when I unticked the box?",[11,813,814],{},"Because money moved. A charged fee or a kept deposit always sends the notice — the checkbox shows a lock and amber text when this applies. In a party, any charged guest is notified individually.",[35,816,818],{"id":817},"does-unticking-also-stop-the-sms","Does unticking also stop the SMS?",[11,820,821],{},"Yes. The SMS for a lifecycle event only fires after its email is sent, so suppressing the email suppresses both.",[35,823,825],{"id":824},"if-i-cancel-a-whole-repeating-series-does-the-client-get-one-email-per-visit","If I cancel a whole repeating series, does the client get one email per visit?",[11,827,828,829,831],{},"No. One cancellation notice is sent for the earliest upcoming visit, standing in for the whole series — if you left ",[15,830,219],{}," ticked.",[35,833,835],{"id":834},"does-skipping-the-notice-skip-the-cancellation-fee-too","Does skipping the notice skip the cancellation fee too?",[11,837,838,839,55],{},"No. The fee and deposit decisions are separate controls in the same dialog. See ",[228,840,582],{"href":581},{"title":280,"searchDepth":281,"depth":281,"links":842},[843,844,845,846,847],{"id":657,"depth":281,"text":658},{"id":671,"depth":281,"text":672},{"id":764,"depth":281,"text":765},{"id":797,"depth":281,"text":798},{"id":245,"depth":281,"text":246,"children":848},[849,850,851,852],{"id":810,"depth":286,"text":811},{"id":817,"depth":286,"text":818},{"id":824,"depth":286,"text":825},{"id":834,"depth":286,"text":835},"Control the \"Let the client know\" checkbox on cancellations, no-shows and reschedules — and learn when Owneli emails the client anyway.","i-lucide-mail-question",[856,857,858,859,860,861],"cancel appointment without notifying client","let the client know checkbox","stop cancellation email","no show notification","reschedule email to client","why did the client get an email",{},35,[636,581,865],"\u002Fhelp\u002Fcalendar\u002Fmanage-a-recurring-series",{"title":642,"description":853},"help\u002Fcalendar\u002Fchoose-what-the-client-is-told","2026-08-14","4dG9yZMaRiMNzeklS5QKMCqal9AuU5X79qSzkptVv-8",{"id":871,"title":872,"audience":6,"body":873,"category":348,"description":1143,"draft":301,"extension":302,"icon":1144,"keywords":1145,"meta":1146,"navigation":312,"order":416,"path":317,"related":1147,"seo":1151,"stem":1152,"updatedAt":1153,"__hash__":1154},"help\u002Fhelp\u002Fcheckout\u002Ftake-a-payment.md","Take a payment",{"type":8,"value":874,"toc":1133},[875,881,885,888,899,909,913,916,919,922,942,947,951,954,1058,1072,1076,1079,1082,1085,1088,1093,1096,1100,1103,1107,1117,1121,1124],[11,876,877,878,55],{},"Everything you sell — services, retail products, memberships, packages, gift cards — goes through one cart. Checkout runs in three steps: ",[15,879,880],{},"Cart → Tip → Payment",[24,882,884],{"id":883},"start-a-sale","Start a sale",[11,886,887],{},"Two ways in:",[206,889,890,896],{},[209,891,892,895],{},[15,893,894],{},"POS → Sell",", then start a new sale. Use this for a walk-in buying product, or a gift card.",[209,897,898],{},"From a completed appointment — open the appointment and check out. The services, provider and client come across already attached, which is what you want almost every time.",[11,900,901,902,905,906,55],{},"An open sale can be left and picked up later: ",[15,903,904],{},"Save as draft"," parks it, and you resume it from ",[15,907,908],{},"POS",[24,910,912],{"id":911},"build-the-cart","Build the cart",[11,914,915],{},"Add lines from the item picker: services, products, memberships, packages, gift cards. Quantities, taxes and any per-service tax override are calculated as you add.",[11,917,918],{},"Attach a client if one isn't already attached. You can complete a walk-in sale without a client, but you lose loyalty points, package and membership redemption, receipts by email, and the sale's place in that person's history.",[11,920,921],{},"From the sale menu you can also:",[206,923,924,930,936],{},[209,925,926,929],{},[15,927,928],{},"Add cart discount"," — a fixed amount, a percentage, or a configured deal code. Discounts apply to their scoped subtotal and the total updates immediately.",[209,931,932,935],{},[15,933,934],{},"Add service charge"," — an auto-gratuity or surcharge line, if your business uses them.",[209,937,938,941],{},[15,939,940],{},"Add a sale note"," — internal, kept with the sale.",[222,943,944],{},[11,945,946],{},"If a service on the cart requires a signed clinical form and it isn't signed, checkout is blocked. Send and complete the form first — the message names which one.",[24,948,950],{"id":949},"choose-a-tender","Choose a tender",[11,952,953],{},"Only the tenders that can actually settle this sale are offered:",[109,955,956,966],{},[112,957,958],{},[115,959,960,963],{},[118,961,962],{},"Tender",[118,964,965],{},"What it is",[125,967,968,978,988,998,1008,1018,1028,1038,1048],{},[115,969,970,975],{},[130,971,972],{},[15,973,974],{},"Card on file",[130,976,977],{},"Charge the client's saved card. Leads the list when there is one, because it's the fastest.",[115,979,980,985],{},[130,981,982],{},[15,983,984],{},"External terminal",[130,986,987],{},"The client tapped or inserted on your standalone card machine. Record it here with an optional last-4 and terminal reference so the sale ties to the terminal receipt.",[115,989,990,995],{},[130,991,992],{},[15,993,994],{},"Cash",[130,996,997],{},"Enter what they handed over; change due is calculated for you.",[115,999,1000,1005],{},[130,1001,1002],{},[15,1003,1004],{},"Check",[130,1006,1007],{},"Recorded like cash.",[115,1009,1010,1015],{},[130,1011,1012],{},[15,1013,1014],{},"Gift card",[130,1016,1017],{},"Enter the code. The card's balance is applied, capped at the balance.",[115,1019,1020,1025],{},[130,1021,1022],{},[15,1023,1024],{},"Membership balance",[130,1026,1027],{},"Spend down an account-balance membership's wallet.",[115,1029,1030,1035],{},[130,1031,1032],{},[15,1033,1034],{},"Package",[130,1036,1037],{},"Redeem a prepaid session against an eligible service line.",[115,1039,1040,1045],{},[130,1041,1042],{},[15,1043,1044],{},"Membership",[130,1046,1047],{},"Redeem an included session from a service-credit membership.",[115,1049,1050,1055],{},[130,1051,1052],{},[15,1053,1054],{},"Self checkout",[130,1056,1057],{},"Text or email a secure link — the client enters their own card on your branded page.",[1059,1060,1061],"note",{},[11,1062,1063,1064,1067,1068,1071],{},"A cart that ",[15,1065,1066],{},"sells"," a gift card can't be ",[15,1069,1070],{},"paid with"," a gift card. Redeeming one card to buy another moves balance with no audit trail, so that tender is removed from the list.",[24,1073,1075],{"id":1074},"splitting-across-tenders","Splitting across tenders",[11,1077,1078],{},"If a tender doesn't cover the balance, the remainder stays on the sale and you pick the next method. Repeat until it's settled.",[11,1080,1081],{},"Quick presets offer the full balance, a half, and a third; rounding lands on the first tender so you never end on a stray cent.",[11,1083,1084],{},"Package, membership and membership-balance are credit tenders — they cover the bill, not the gratuity. A tip on those sales is settled by a following card or cash tender, so a client can still tip on a fully-redeemed visit.",[24,1086,1054],{"id":1087},"self-checkout",[11,1089,41,1090,1092],{},[15,1091,1054],{},", enter their mobile or email, and send. They open the link, enter their card on your branded page, and the sale closes itself here — you never see or type their card number. The screen updates on its own; there's nothing to refresh.",[11,1094,1095],{},"Needs a client attached, a balance to collect, and a connected payment processor.",[24,1097,1099],{"id":1098},"card-surcharges","Card surcharges",[11,1101,1102],{},"If your business passes card processing costs on, the surcharge is shown before you charge, not after. For a card on file, Owneli knows whether it's credit or debit and only surcharges where your rules say so. For an external terminal the funding type is unknown, so the surcharge is applied by default and you can waive it for a debit card.",[24,1104,1106],{"id":1105},"when-the-client-cant-pay-today","When the client can't pay today",[11,1108,1109,1112,1113,1116],{},[15,1110,1111],{},"Save as unpaid"," completes the sale and leaves the balance owing. The sale shows as ",[15,1114,1115],{},"Completed · balance due",", and you collect the balance later from the same sale.",[24,1118,1120],{"id":1119},"close-out","Close out",[11,1122,1123],{},"Confirm the payment. The receipt is ready to view, email, or resend, and a rebooking prompt appears so you can put the next visit in the diary before they leave.",[610,1125,1126],{},[11,1127,1128,1129,1132],{},"Cancelling a sale voids the cart and its lines. It does ",[15,1130,1131],{},"not"," touch the appointment — you can start a fresh checkout for the same visit afterwards.",{"title":280,"searchDepth":281,"depth":281,"links":1134},[1135,1136,1137,1138,1139,1140,1141,1142],{"id":883,"depth":281,"text":884},{"id":911,"depth":281,"text":912},{"id":949,"depth":281,"text":950},{"id":1074,"depth":281,"text":1075},{"id":1087,"depth":281,"text":1054},{"id":1098,"depth":281,"text":1099},{"id":1105,"depth":281,"text":1106},{"id":1119,"depth":281,"text":1120},"Build a cart, apply a discount, pick a tender, split across several — and what to do when the client can't pay today.","i-lucide-receipt",[],{},[1148,1149,1150],"\u002Fhelp\u002Fcheckout\u002Ftips","\u002Fhelp\u002Fcheckout\u002Frefunds-and-the-cash-drawer","\u002Fhelp\u002Fretail\u002Fgift-cards",{"title":872,"description":1143},"help\u002Fcheckout\u002Ftake-a-payment","2026-07-26","bRjO-9Pm_e54NESUrnbW45Q_fIOb94VnzOKzG6EkvIU",1790218956596]