[{"data":1,"prerenderedAt":1275},["ShallowReactive",2],{"help:\u002Fhelp\u002Fcalendar\u002Fbook-multiple-services-in-one-visit":3,"help-all-categories":246,"help-cat-articles:\u002Fhelp\u002Fcalendar\u002Fbook-multiple-services-in-one-visit":366,"help-related:\u002Fhelp\u002Fcalendar\u002Fbook-multiple-services-in-one-visit":367},{"id":4,"title":5,"audience":6,"body":7,"category":223,"description":224,"draft":225,"extension":226,"icon":227,"keywords":228,"meta":234,"navigation":235,"order":236,"path":237,"related":238,"seo":242,"stem":243,"updatedAt":244,"__hash__":245},"help\u002Fhelp\u002Fcalendar\u002Fbook-multiple-services-in-one-visit.md","Book multiple services in one visit","clinic",{"type":8,"value":9,"toc":202},"minimark",[10,19,24,82,86,89,92,96,140,144,150,161,165,169,176,180,188,192,195,199],[11,12,13,14,18],"p",{},"One appointment can carry several services — a facial then a massage, a colour then a cut — each with its own duration, price, and even its own provider. Pick them all in the booking panel's ",[15,16,17],"strong",{},"Choose services"," overlay and they book as one visit, not three.",[20,21,23],"h2",{"id":22},"how-do-i-book-more-than-one-service","How do I book more than one service?",[25,26,27,32,42,46,57,61,68,72,75,79],"steps",{},[28,29,31],"h3",{"id":30},"open-the-service-picker","Open the service picker",[11,33,34,35,37,38,41],{},"In the booking panel, open ",[15,36,17],{}," and search by service name. Tap each service you want — the footer counts the selection — then ",[15,39,40],{},"Done",".",[28,43,45],{"id":44},"review-the-services-rail","Review the Services rail",[11,47,48,49,52,53,56],{},"The chosen services stack in the ",[15,50,51],{},"Services"," rail with a running count. Remove any with its ✕, or ",[15,54,55],{},"Add service"," to keep going (up to 10 beyond the first).",[28,58,60],{"id":59},"pick-pricing-options","Pick pricing options",[11,62,63,64,67],{},"A service with variants shows a ",[15,65,66],{},"Pricing option"," field — the duration and price follow the option you choose, not the base service.",[28,69,71],{"id":70},"assign-providers","Assign providers",[11,73,74],{},"Each service can go to a different team member, so a visit that starts with one person and finishes with another is still one appointment.",[28,76,78],{"id":77},"book-it","Book it",[11,80,81],{},"The footer totals the full visit — combined duration, combined price, any deposit due.",[20,83,85],{"id":84},"how-the-visit-is-timed","How the visit is timed",[11,87,88],{},"Services run back to back: the first service anchors the start time, and each additional service begins when the previous one ends. The visit's total duration is the sum of its parts.",[11,90,91],{},"Prices and durations are snapshotted at booking — later edits to your service catalog don't rewrite an existing appointment.",[20,93,95],{"id":94},"how-it-looks-on-the-grid","How it looks on the grid",[97,98,99,112],"table",{},[100,101,102],"thead",{},[103,104,105,109],"tr",{},[106,107,108],"th",{},"Situation",[106,110,111],{},"On the calendar",[113,114,115,124,132],"tbody",{},[103,116,117,121],{},[118,119,120],"td",{},"All services with one provider",[118,122,123],{},"One block, listing each service",[103,125,126,129],{},[118,127,128],{},"Services assigned to different providers",[118,130,131],{},"The visit fans out into a block in each provider's column",[103,133,134,137],{},[118,135,136],{},"A single reassigned service line",[118,138,139],{},"Its own small block, which can be dragged independently — moving it moves just that line",[20,141,143],{"id":142},"adding-a-service-to-a-booked-appointment","Adding a service to a booked appointment",[11,145,146,147,149],{},"Open the appointment and press ",[15,148,55],{}," in the Services section. Any active service can be added — services configured as pairings for what's already booked surface first. The payment summary updates immediately.",[151,152,153],"tip",{},[11,154,155,156,41],{},"Deposits are sized once against the whole visit, not per service — a fixed $25 deposit is $25 for the visit. See ",[157,158,160],"a",{"href":159},"\u002Fhelp\u002Fcheckout\u002Fdeposits-and-cancellation-fees","Deposits, cancellation and no-show fees",[20,162,164],{"id":163},"common-questions","Common questions",[28,166,168],{"id":167},"can-two-services-run-at-the-same-time-instead-of-back-to-back","Can two services run at the same time instead of back to back?",[11,170,171,172,41],{},"They book sequentially by default. To overlap providers deliberately, book the second service as its own appointment at the same time — see ",[157,173,175],{"href":174},"\u002Fhelp\u002Fcalendar\u002Fdouble-booking-and-overlaps","Double-booking and overlaps",[28,177,179],{"id":178},"how-does-checkout-handle-multiple-providers","How does checkout handle multiple providers?",[11,181,182,183,187],{},"The sale carries every service with its provider attached, so commission and ",[157,184,186],{"href":185},"\u002Fhelp\u002Fcheckout\u002Ftips","tip splits"," follow who did what.",[28,189,191],{"id":190},"can-i-reorder-the-services","Can I reorder the services?",[11,193,194],{},"The first service you pick anchors the visit and the rest follow in order. To change the order, remove and re-add services in the sequence you want before booking.",[28,196,198],{"id":197},"is-a-multi-service-visit-one-confirmation-email-or-several","Is a multi-service visit one confirmation email or several?",[11,200,201],{},"One — the visit is a single appointment, so the client gets one confirmation and one set of reminders.",{"title":203,"searchDepth":204,"depth":204,"links":205},"",2,[206,214,215,216,217],{"id":22,"depth":204,"text":23,"children":207},[208,210,211,212,213],{"id":30,"depth":209,"text":31},3,{"id":44,"depth":209,"text":45},{"id":59,"depth":209,"text":60},{"id":70,"depth":209,"text":71},{"id":77,"depth":209,"text":78},{"id":84,"depth":204,"text":85},{"id":94,"depth":204,"text":95},{"id":142,"depth":204,"text":143},{"id":163,"depth":204,"text":164,"children":218},[219,220,221,222],{"id":167,"depth":209,"text":168},{"id":178,"depth":209,"text":179},{"id":190,"depth":209,"text":191},{"id":197,"depth":209,"text":198},"calendar","Stack several services on one appointment, give each its own provider, pick pricing options, and see how the visit renders on the grid.",false,"md","i-lucide-layers",[229,230,231,232,233],"book two services together","multiple services one appointment","different provider per service","add service to existing appointment","service pricing options",{},true,25,"\u002Fhelp\u002Fcalendar\u002Fbook-multiple-services-in-one-visit",[239,240,241],"\u002Fhelp\u002Fcalendar\u002Fbook-an-appointment","\u002Fhelp\u002Fcalendar\u002Fthe-appointment-detail-panel","\u002Fhelp\u002Fcheckout\u002Ftake-a-payment",{"title":5,"description":224},"help\u002Fcalendar\u002Fbook-multiple-services-in-one-visit","2026-08-14","ErF_gTB7ULSS0WHWIT2bg2Flo_wWj4ZVE23q_HZOw7s",[247,258,266,275,285,295,305,315,325,335,345,356],{"id":248,"title":249,"audience":6,"description":250,"extension":251,"icon":252,"meta":253,"order":254,"slug":255,"stem":256,"__hash__":257},"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":259,"title":260,"audience":6,"description":261,"extension":251,"icon":262,"meta":263,"order":204,"slug":223,"stem":264,"__hash__":265},"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":267,"title":268,"audience":6,"description":269,"extension":251,"icon":270,"meta":271,"order":209,"slug":272,"stem":273,"__hash__":274},"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":276,"title":277,"audience":6,"description":278,"extension":251,"icon":279,"meta":280,"order":281,"slug":282,"stem":283,"__hash__":284},"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":286,"title":287,"audience":6,"description":288,"extension":251,"icon":289,"meta":290,"order":291,"slug":292,"stem":293,"__hash__":294},"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":296,"title":297,"audience":6,"description":298,"extension":251,"icon":299,"meta":300,"order":301,"slug":302,"stem":303,"__hash__":304},"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":306,"title":307,"audience":6,"description":308,"extension":251,"icon":309,"meta":310,"order":311,"slug":312,"stem":313,"__hash__":314},"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":316,"title":317,"audience":6,"description":318,"extension":251,"icon":319,"meta":320,"order":321,"slug":322,"stem":323,"__hash__":324},"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":326,"title":327,"audience":6,"description":328,"extension":251,"icon":329,"meta":330,"order":331,"slug":332,"stem":333,"__hash__":334},"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":336,"title":337,"audience":6,"description":338,"extension":251,"icon":339,"meta":340,"order":341,"slug":342,"stem":343,"__hash__":344},"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":346,"title":347,"audience":348,"description":349,"extension":251,"icon":350,"meta":351,"order":352,"slug":353,"stem":354,"__hash__":355},"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":357,"title":358,"audience":348,"description":359,"extension":251,"icon":360,"meta":361,"order":362,"slug":363,"stem":364,"__hash__":365},"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",[],[368,567,990],{"id":369,"title":370,"audience":6,"body":371,"category":223,"description":556,"draft":225,"extension":226,"icon":557,"keywords":558,"meta":559,"navigation":235,"order":352,"path":239,"related":560,"seo":563,"stem":564,"updatedAt":565,"__hash__":566},"help\u002Fhelp\u002Fcalendar\u002Fbook-an-appointment.md","Book an appointment",{"type":8,"value":372,"toc":541},[373,376,380,406,410,488,492,495,507,511,514,518,529,533,536],[11,374,375],{},"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.",[20,377,379],{"id":378},"open-the-booking-panel","Open the booking panel",[381,382,383,387,394],"ul",{},[384,385,386],"li",{},"Click an empty slot on the calendar — the date, time, and team member are pre-filled from where you clicked",[384,388,389,390,393],{},"Use ",[15,391,392],{},"Add → New appointment"," in the calendar toolbar",[384,395,396,397,401,402,405],{},"Use the search palette (",[398,399,400],"code",{},"⌘K"," \u002F ",[398,403,404],{},"Ctrl+K",")",[20,407,409],{"id":408},"build-the-booking","Build the booking",[25,411,412,416,423,426,429,432,435,439,442,445,449,456,459,463,483,485],{},[28,413,415],{"id":414},"pick-the-client","Pick the client",[11,417,418,419,422],{},"Search by name, email, or phone. If they're new, ",[15,420,421],{},"New client"," opens the add-client overlay without losing your booking — you come straight back with them attached.",[11,424,425],{},"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.",[28,427,17],{"id":428},"choose-services",[11,430,431],{},"Pick one or more. Each service you add extends the visit and stacks in the summary with its own duration and price.",[11,433,434],{},"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.",[28,436,438],{"id":437},"assign-a-provider","Assign a provider",[11,440,441],{},"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.",[11,443,444],{},"Only staff who are bookable and have working hours that day appear.",[28,446,448],{"id":447},"pick-a-time","Pick a time",[11,450,451,452,455],{},"Open slots for the selected date are offered. If the day is full, ",[15,453,454],{},"Find next available"," jumps to the next date that fits.",[11,457,458],{},"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.",[28,460,462],{"id":461},"add-anything-else","Add anything else",[381,464,465,471,477],{},[384,466,467,470],{},[15,468,469],{},"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.",[384,472,473,476],{},[15,474,475],{},"Internal note"," — visible to staff only, never to the client.",[384,478,479,482],{},[15,480,481],{},"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.",[28,484,78],{"id":77},[11,486,487],{},"The footer shows the full visit — total duration, total price, and any deposit due. Confirm and the block appears on the grid.",[20,489,491],{"id":490},"payment-terms-for-this-booking","Payment terms for this booking",[11,493,494],{},"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.",[496,497,498],"warning",{},[11,499,500,501,504,505,41],{},"Overriding down to \"no card\" for a booking waives the deposit ",[15,502,503],{},"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 ",[157,506,160],{"href":159},[20,508,510],{"id":509},"double-bookings","Double bookings",[11,512,513],{},"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.",[20,515,517],{"id":516},"group-bookings","Group bookings",[11,519,520,521,524,525,528],{},"To book several guests into one visit, use ",[15,522,523],{},"Add → Group appointment"," in the calendar toolbar, or ",[15,526,527],{},"Group appointment"," from the empty-slot menu. Each guest gets their own service and provider, and they move, check in, and check out together.",[20,530,532],{"id":531},"after-the-appointment-is-booked","After the appointment is booked",[11,534,535],{},"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.",[151,537,538],{},[11,539,540],{},"Confirmation emails and reminders go out automatically based on your automation settings — you don't send them by hand.",{"title":203,"searchDepth":204,"depth":204,"links":542},[543,544,552,553,554,555],{"id":378,"depth":204,"text":379},{"id":408,"depth":204,"text":409,"children":545},[546,547,548,549,550,551],{"id":414,"depth":209,"text":415},{"id":428,"depth":209,"text":17},{"id":437,"depth":209,"text":438},{"id":447,"depth":209,"text":448},{"id":461,"depth":209,"text":462},{"id":77,"depth":209,"text":78},{"id":490,"depth":204,"text":491},{"id":509,"depth":204,"text":510},{"id":516,"depth":204,"text":517},{"id":531,"depth":204,"text":532},"Build a booking from the calendar — client, services, provider, time — plus repeats, resources, and per-booking payment terms.","i-lucide-calendar-plus",[],{},[561,562,159],"\u002Fhelp\u002Fcalendar\u002Ffind-your-way-around","\u002Fhelp\u002Fcalendar\u002Freschedule-cancel-and-no-shows",{"title":370,"description":556},"help\u002Fcalendar\u002Fbook-an-appointment","2026-09-01","ooMBrRZqK4Rsj4YDfn_1kEncmLcAVprsjqqyf0yW8_w",{"id":568,"title":569,"audience":6,"body":570,"category":223,"description":975,"draft":225,"extension":226,"icon":976,"keywords":977,"meta":984,"navigation":235,"order":985,"path":240,"related":986,"seo":987,"stem":988,"updatedAt":244,"__hash__":989},"help\u002Fhelp\u002Fcalendar\u002Fthe-appointment-detail-panel.md","What's in the appointment detail panel",{"type":8,"value":571,"toc":959},[572,579,583,586,629,651,655,698,702,780,784,907,918,920,924,929,933,939,943,949,953],[11,573,574,575,578],{},"Click any appointment block on the calendar to open its detail panel — the appointment's home. From here you check the client in, change status, add services, see what's owed, open forms, and reach every other action through the ",[15,576,577],{},"⋮"," menu.",[20,580,582],{"id":581},"what-can-i-do-from-an-open-appointment","What can I do from an open appointment?",[11,584,585],{},"Two separate tracks run an appointment, and it helps to keep them apart:",[97,587,588,601],{},[100,589,590],{},[103,591,592,595,598],{},[106,593,594],{},"Track",[106,596,597],{},"Values",[106,599,600],{},"Where",[113,602,603,616],{},[103,604,605,610,613],{},[118,606,607],{},[15,608,609],{},"Booking status",[118,611,612],{},"Booked → Confirmed → Completed, or No-show \u002F Cancelled",[118,614,615],{},"The status dropdown at the top",[103,617,618,623,626],{},[118,619,620],{},[15,621,622],{},"Arrival stage",[118,624,625],{},"Check in → Start service → In service",[118,627,628],{},"Buttons in the panel footer",[11,630,631,634,635,638,639,642,643,646,647,41],{},[15,632,633],{},"Completed"," is never set from the status dropdown — an appointment completes when its checkout closes, or via ",[15,636,637],{},"⋮ → Mark complete (no charge)",". Choosing ",[15,640,641],{},"No-show"," or ",[15,644,645],{},"Cancelled"," opens the matching confirmation dialog, with its money and ",[157,648,650],{"href":649},"\u002Fhelp\u002Fcalendar\u002Fchoose-what-the-client-is-told","notification choices",[20,652,654],{"id":653},"the-front-desk-lifecycle","The front-desk lifecycle",[25,656,657,661,671,675,685,688],{},[28,658,660],{"id":659},"check-in","Check in",[11,662,663,664,666,667,670],{},"When the client arrives, press ",[15,665,660],{}," in the footer. If they're early, a dialog — ",[15,668,669],{},"Earlier than scheduled"," — asks you to confirm before proceeding.",[28,672,674],{"id":673},"start-service","Start service",[11,676,677,678,680,681,684],{},"Press ",[15,679,674],{}," when they go through. The panel then shows a pulsing ",[15,682,683],{},"In service"," pill instead of a button.",[28,686,687],{"id":272},"Checkout",[11,689,690,691,693,694,697],{},"When the visit is done, ",[15,692,687],{}," opens the sale with the client, services and provider already attached. If a sale already exists you'll see ",[15,695,696],{},"View sale"," instead. Staff without checkout permission see a hint that the front desk can ring it up.",[20,699,701],{"id":700},"what-the-panel-shows","What the panel shows",[381,703,704,729,745,753,767],{},[384,705,706,709,710,713,714,713,717,713,720,713,723,713,726,41],{},[15,707,708],{},"Client header"," — visit count and lifetime spend tiles, memberships, packages with sessions left, date of birth, tags, and quick actions: ",[15,711,712],{},"Call",", ",[15,715,716],{},"Email",[15,718,719],{},"Messages",[15,721,722],{},"View profile",[15,724,725],{},"Edit client details",[15,727,728],{},"Add tag",[384,730,731,734,735,713,738,713,741,744],{},[15,732,733],{},"Clinical block"," — ",[15,736,737],{},"Staff alert",[15,739,740],{},"Allergies",[15,742,743],{},"Patch test"," status, and client notes. Fields your permissions hide render as masked, never as empty.",[384,746,747,749,750,752],{},[15,748,51],{}," — every service with duration and price, any deal or discount attached, plus ",[15,751,55],{}," to extend the visit.",[384,754,755,758,759,762,763,766],{},[15,756,757],{},"Payment"," — an estimated summary: subtotal, discounts, tax, card processing fee, tip, what's paid or held as deposit, and ",[15,760,761],{},"To pay",". ",[15,764,765],{},"View breakdown"," expands the full arithmetic.",[384,768,769,772,773,776,777,41],{},[15,770,771],{},"Notes"," — the ",[15,774,775],{},"Internal note (staff only)"," and anything ",[15,778,779],{},"From the client",[20,781,783],{"id":782},"the-menu","The ⋮ menu",[97,785,786,796],{},[100,787,788],{},[103,789,790,793],{},[106,791,792],{},"Action",[106,794,795],{},"What it does",[113,797,798,811,821,831,841,851,867,877,887,897],{},[103,799,800,805],{},[118,801,802],{},[15,803,804],{},"Add \u002F Edit internal note",[118,806,807,808],{},"Staff-only note; optionally ",[15,809,810],{},"Also pin to client",[103,812,813,818],{},[118,814,815],{},[15,816,817],{},"Start consultation (tablet)",[118,819,820],{},"Opens the consultation flow",[103,822,823,828],{},[118,824,825],{},[15,826,827],{},"Open forms in kiosk",[118,829,830],{},"Opens each unsigned linked form in a kiosk-mode tab to hand to the client",[103,832,833,838],{},[118,834,835],{},[15,836,837],{},"Resend confirmation",[118,839,840],{},"Re-sends the booking confirmation",[103,842,843,848],{},[118,844,845],{},[15,846,847],{},"Open chart",[118,849,850],{},"Jumps to the clinical chart",[103,852,853,861],{},[118,854,855,401,858],{},[15,856,857],{},"Reschedule",[15,859,860],{},"Reschedule by date",[118,862,863,864],{},"Move the booking — see ",[157,865,866],{"href":562},"Reschedule, cancel, and mark a no-show",[103,868,869,874],{},[118,870,871],{},[15,872,873],{},"Mark complete (no charge)",[118,875,876],{},"Completes without a sale",[103,878,879,884],{},[118,880,881],{},[15,882,883],{},"Rebook client",[118,885,886],{},"Starts the next booking for this client",[103,888,889,894],{},[118,890,891],{},[15,892,893],{},"Automations",[118,895,896],{},"Per-appointment reminder overrides",[103,898,899,904],{},[118,900,901],{},[15,902,903],{},"View activity",[118,905,906],{},"The appointment's audit trail — who did what, when",[151,908,909],{},[11,910,911,913,914,917],{},[15,912,827],{}," tells you exactly where you stand: it toasts ",[15,915,916],{},"All forms signed"," when there's nothing left, and names the missing client if none is attached.",[20,919,164],{"id":163},[28,921,923],{"id":922},"how-do-i-mark-an-appointment-as-completed","How do I mark an appointment as completed?",[11,925,926,927,41],{},"Check the client out — completing the sale completes the appointment. For a visit with nothing to charge, use ",[15,928,637],{},[28,930,932],{"id":931},"who-can-see-the-internal-note","Who can see the internal note?",[11,934,935,936,938],{},"Staff only. It never appears in client emails, the client portal, or on receipts. The ",[15,937,779],{}," note is the one the client wrote when booking.",[28,940,942],{"id":941},"how-do-i-see-whether-the-client-was-emailed","How do I see whether the client was emailed?",[11,944,945,948],{},[15,946,947],{},"⋮ → View activity"," lists lifecycle events with who (or what — \"Automation\", \"Scheduled job\") triggered them.",[28,950,952],{"id":951},"why-is-checkout-missing","Why is Checkout missing?",[11,954,955,956,958],{},"Either the appointment isn't at a checkout-eligible stage, a sale already exists (",[15,957,696],{}," shows instead), or your role lacks checkout permission.",{"title":203,"searchDepth":204,"depth":204,"links":960},[961,962,967,968,969],{"id":581,"depth":204,"text":582},{"id":653,"depth":204,"text":654,"children":963},[964,965,966],{"id":659,"depth":209,"text":660},{"id":673,"depth":209,"text":674},{"id":272,"depth":209,"text":687},{"id":700,"depth":204,"text":701},{"id":782,"depth":204,"text":783},{"id":163,"depth":204,"text":164,"children":970},[971,972,973,974],{"id":922,"depth":209,"text":923},{"id":931,"depth":209,"text":932},{"id":941,"depth":209,"text":942},{"id":951,"depth":209,"text":952},"Open an appointment to check clients in, change status, add services, see payments and forms, and reach every appointment action.","i-lucide-panel-right-open",[978,979,980,981,982,983],"open appointment details","check in a client","change appointment status","mark appointment complete","resend confirmation email","appointment activity log",{},110,[562,241,649],{"title":569,"description":975},"help\u002Fcalendar\u002Fthe-appointment-detail-panel","Zl1s_daIBi17AggWTKK-z1fabuNv5rryLsOfT9jZ5OI",{"id":991,"title":992,"audience":6,"body":993,"category":272,"description":1264,"draft":225,"extension":226,"icon":1265,"keywords":1266,"meta":1267,"navigation":235,"order":341,"path":241,"related":1268,"seo":1271,"stem":1272,"updatedAt":1273,"__hash__":1274},"help\u002Fhelp\u002Fcheckout\u002Ftake-a-payment.md","Take a payment",{"type":8,"value":994,"toc":1254},[995,1001,1005,1008,1019,1029,1033,1036,1039,1042,1062,1067,1071,1074,1178,1192,1196,1199,1202,1205,1208,1214,1217,1221,1224,1228,1238,1242,1245],[11,996,997,998,41],{},"Everything you sell — services, retail products, memberships, packages, gift cards — goes through one cart. Checkout runs in three steps: ",[15,999,1000],{},"Cart → Tip → Payment",[20,1002,1004],{"id":1003},"start-a-sale","Start a sale",[11,1006,1007],{},"Two ways in:",[381,1009,1010,1016],{},[384,1011,1012,1015],{},[15,1013,1014],{},"POS → Sell",", then start a new sale. Use this for a walk-in buying product, or a gift card.",[384,1017,1018],{},"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.",[11,1020,1021,1022,1025,1026,41],{},"An open sale can be left and picked up later: ",[15,1023,1024],{},"Save as draft"," parks it, and you resume it from ",[15,1027,1028],{},"POS",[20,1030,1032],{"id":1031},"build-the-cart","Build the cart",[11,1034,1035],{},"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.",[11,1037,1038],{},"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.",[11,1040,1041],{},"From the sale menu you can also:",[381,1043,1044,1050,1056],{},[384,1045,1046,1049],{},[15,1047,1048],{},"Add cart discount"," — a fixed amount, a percentage, or a configured deal code. Discounts apply to their scoped subtotal and the total updates immediately.",[384,1051,1052,1055],{},[15,1053,1054],{},"Add service charge"," — an auto-gratuity or surcharge line, if your business uses them.",[384,1057,1058,1061],{},[15,1059,1060],{},"Add a sale note"," — internal, kept with the sale.",[496,1063,1064],{},[11,1065,1066],{},"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.",[20,1068,1070],{"id":1069},"choose-a-tender","Choose a tender",[11,1072,1073],{},"Only the tenders that can actually settle this sale are offered:",[97,1075,1076,1086],{},[100,1077,1078],{},[103,1079,1080,1083],{},[106,1081,1082],{},"Tender",[106,1084,1085],{},"What it is",[113,1087,1088,1098,1108,1118,1128,1138,1148,1158,1168],{},[103,1089,1090,1095],{},[118,1091,1092],{},[15,1093,1094],{},"Card on file",[118,1096,1097],{},"Charge the client's saved card. Leads the list when there is one, because it's the fastest.",[103,1099,1100,1105],{},[118,1101,1102],{},[15,1103,1104],{},"External terminal",[118,1106,1107],{},"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.",[103,1109,1110,1115],{},[118,1111,1112],{},[15,1113,1114],{},"Cash",[118,1116,1117],{},"Enter what they handed over; change due is calculated for you.",[103,1119,1120,1125],{},[118,1121,1122],{},[15,1123,1124],{},"Check",[118,1126,1127],{},"Recorded like cash.",[103,1129,1130,1135],{},[118,1131,1132],{},[15,1133,1134],{},"Gift card",[118,1136,1137],{},"Enter the code. The card's balance is applied, capped at the balance.",[103,1139,1140,1145],{},[118,1141,1142],{},[15,1143,1144],{},"Membership balance",[118,1146,1147],{},"Spend down an account-balance membership's wallet.",[103,1149,1150,1155],{},[118,1151,1152],{},[15,1153,1154],{},"Package",[118,1156,1157],{},"Redeem a prepaid session against an eligible service line.",[103,1159,1160,1165],{},[118,1161,1162],{},[15,1163,1164],{},"Membership",[118,1166,1167],{},"Redeem an included session from a service-credit membership.",[103,1169,1170,1175],{},[118,1171,1172],{},[15,1173,1174],{},"Self checkout",[118,1176,1177],{},"Text or email a secure link — the client enters their own card on your branded page.",[1179,1180,1181],"note",{},[11,1182,1183,1184,1187,1188,1191],{},"A cart that ",[15,1185,1186],{},"sells"," a gift card can't be ",[15,1189,1190],{},"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.",[20,1193,1195],{"id":1194},"splitting-across-tenders","Splitting across tenders",[11,1197,1198],{},"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.",[11,1200,1201],{},"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.",[11,1203,1204],{},"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.",[20,1206,1174],{"id":1207},"self-checkout",[11,1209,1210,1211,1213],{},"Choose ",[15,1212,1174],{},", 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.",[11,1215,1216],{},"Needs a client attached, a balance to collect, and a connected payment processor.",[20,1218,1220],{"id":1219},"card-surcharges","Card surcharges",[11,1222,1223],{},"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.",[20,1225,1227],{"id":1226},"when-the-client-cant-pay-today","When the client can't pay today",[11,1229,1230,1233,1234,1237],{},[15,1231,1232],{},"Save as unpaid"," completes the sale and leaves the balance owing. The sale shows as ",[15,1235,1236],{},"Completed · balance due",", and you collect the balance later from the same sale.",[20,1239,1241],{"id":1240},"close-out","Close out",[11,1243,1244],{},"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.",[151,1246,1247],{},[11,1248,1249,1250,1253],{},"Cancelling a sale voids the cart and its lines. It does ",[15,1251,1252],{},"not"," touch the appointment — you can start a fresh checkout for the same visit afterwards.",{"title":203,"searchDepth":204,"depth":204,"links":1255},[1256,1257,1258,1259,1260,1261,1262,1263],{"id":1003,"depth":204,"text":1004},{"id":1031,"depth":204,"text":1032},{"id":1069,"depth":204,"text":1070},{"id":1194,"depth":204,"text":1195},{"id":1207,"depth":204,"text":1174},{"id":1219,"depth":204,"text":1220},{"id":1226,"depth":204,"text":1227},{"id":1240,"depth":204,"text":1241},"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",[],{},[185,1269,1270],"\u002Fhelp\u002Fcheckout\u002Frefunds-and-the-cash-drawer","\u002Fhelp\u002Fretail\u002Fgift-cards",{"title":992,"description":1264},"help\u002Fcheckout\u002Ftake-a-payment","2026-07-26","bRjO-9Pm_e54NESUrnbW45Q_fIOb94VnzOKzG6EkvIU",1790218956632]