[{"data":1,"prerenderedAt":1135},["ShallowReactive",2],{"help:\u002Fhelp\u002Fcalendar\u002Fchoose-what-the-client-is-told":3,"help-all-categories":267,"help-cat-articles:\u002Fhelp\u002Fcalendar\u002Fchoose-what-the-client-is-told":386,"help-related:\u002Fhelp\u002Fcalendar\u002Fchoose-what-the-client-is-told":387},{"id":4,"title":5,"audience":6,"body":7,"category":244,"description":245,"draft":246,"extension":247,"icon":248,"keywords":249,"meta":256,"navigation":257,"order":258,"path":259,"related":260,"seo":263,"stem":264,"updatedAt":265,"__hash__":266},"help\u002Fhelp\u002Fcalendar\u002Fchoose-what-the-client-is-told.md","Choose whether the client is notified when you cancel or reschedule","clinic",{"type":8,"value":9,"toc":229},"minimark",[10,23,28,38,42,136,139,143,146,163,166,176,180,187,191,196,199,203,206,210,216,220],[11,12,13,14,18,19,22],"p",{},"When you cancel, mark a no-show, or reschedule, a ",[15,16,17],"strong",{},"Let the client know"," checkbox (or ",[15,20,21],{},"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.",[24,25,27],"h2",{"id":26},"can-i-cancel-an-appointment-without-emailing-the-client","Can I cancel an appointment without emailing the client?",[11,29,30,31,33,34,37],{},"Yes. Untick ",[15,32,17],{}," 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 ",[15,35,36],{},"\"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.",[24,39,41],{"id":40},"where-the-choice-appears","Where the choice appears",[43,44,45,61],"table",{},[46,47,48],"thead",{},[49,50,51,55,58],"tr",{},[52,53,54],"th",{},"Action",[52,56,57],{},"Where",[52,59,60],{},"Default",[62,63,64,79,92,106,120],"tbody",{},[49,65,66,73,76],{},[67,68,69,72],"td",{},[15,70,71],{},"Cancel"," an appointment",[67,74,75],{},"The cancel dialog, under the fee and deposit choices",[67,77,78],{},"On — the email sends",[49,80,81,86,89],{},[67,82,83],{},[15,84,85],{},"No-show",[67,87,88],{},"The \"Mark this appointment as a no-show?\" dialog",[67,90,91],{},"Off — no email",[49,93,94,100,103],{},[67,95,96,97],{},"Cancel or no-show a ",[15,98,99],{},"party",[67,101,102],{},"The \"Cancel entire group?\" \u002F \"No-show entire party?\" dialog",[67,104,105],{},"On for cancel, off for no-show",[49,107,108,114,117],{},[67,109,110,111],{},"Cancel a ",[15,112,113],{},"recurring series",[67,115,116],{},"The same cancel dialog — the series inherits your choice",[67,118,119],{},"On",[49,121,122,127,133],{},[67,123,124],{},[15,125,126],{},"Reschedule",[67,128,129,132],{},[15,130,131],{},"Notify client about the new time"," in the reschedule panel",[67,134,135],{},"On, and your last choice is remembered",[11,137,138],{},"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.",[24,140,142],{"id":141},"when-notification-is-automatic","When notification is automatic",[11,144,145],{},"Owneli overrides an unticked box and sends the notice whenever the action took the client's money:",[147,148,149,157],"ul",{},[150,151,152,153,156],"li",{},"A ",[15,154,155],{},"late-cancellation or no-show fee"," was charged to the card on file",[150,158,152,159,162],{},[15,160,161],{},"deposit was kept"," (forfeited) instead of refunded",[11,164,165],{},"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.",[167,168,169],"warning",{},[11,170,171,172,175],{},"Suppressing the notice only suppresses the message to the ",[15,173,174],{},"client",". The fee or deposit action still happens, the audit log still records the change, and the assigned provider is still notified.",[24,177,179],{"id":178},"what-counts-as-a-reschedule-notice","What counts as a reschedule notice",[11,181,182,183,186],{},"Only a change to the ",[15,184,185],{},"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.",[24,188,190],{"id":189},"common-questions","Common questions",[192,193,195],"h3",{"id":194},"why-did-the-client-get-an-email-when-i-unticked-the-box","Why did the client get an email when I unticked the box?",[11,197,198],{},"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.",[192,200,202],{"id":201},"does-unticking-also-stop-the-sms","Does unticking also stop the SMS?",[11,204,205],{},"Yes. The SMS for a lifecycle event only fires after its email is sent, so suppressing the email suppresses both.",[192,207,209],{"id":208},"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?",[11,211,212,213,215],{},"No. One cancellation notice is sent for the earliest upcoming visit, standing in for the whole series — if you left ",[15,214,17],{}," ticked.",[192,217,219],{"id":218},"does-skipping-the-notice-skip-the-cancellation-fee-too","Does skipping the notice skip the cancellation fee too?",[11,221,222,223,228],{},"No. The fee and deposit decisions are separate controls in the same dialog. See ",[224,225,227],"a",{"href":226},"\u002Fhelp\u002Fcheckout\u002Fdeposits-and-cancellation-fees","Deposits, cancellation and no-show fees",".",{"title":230,"searchDepth":231,"depth":231,"links":232},"",2,[233,234,235,236,237],{"id":26,"depth":231,"text":27},{"id":40,"depth":231,"text":41},{"id":141,"depth":231,"text":142},{"id":178,"depth":231,"text":179},{"id":189,"depth":231,"text":190,"children":238},[239,241,242,243],{"id":194,"depth":240,"text":195},3,{"id":201,"depth":240,"text":202},{"id":208,"depth":240,"text":209},{"id":218,"depth":240,"text":219},"calendar","Control the \"Let the client know\" checkbox on cancellations, no-shows and reschedules — and learn when Owneli emails the client anyway.",false,"md","i-lucide-mail-question",[250,251,252,253,254,255],"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",{},true,35,"\u002Fhelp\u002Fcalendar\u002Fchoose-what-the-client-is-told",[261,226,262],"\u002Fhelp\u002Fcalendar\u002Freschedule-cancel-and-no-shows","\u002Fhelp\u002Fcalendar\u002Fmanage-a-recurring-series",{"title":5,"description":245},"help\u002Fcalendar\u002Fchoose-what-the-client-is-told","2026-08-14","4dG9yZMaRiMNzeklS5QKMCqal9AuU5X79qSzkptVv-8",[268,279,287,296,306,316,326,336,346,356,366,376],{"id":269,"title":270,"audience":6,"description":271,"extension":272,"icon":273,"meta":274,"order":275,"slug":276,"stem":277,"__hash__":278},"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":280,"title":281,"audience":6,"description":282,"extension":272,"icon":283,"meta":284,"order":231,"slug":244,"stem":285,"__hash__":286},"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":288,"title":289,"audience":6,"description":290,"extension":272,"icon":291,"meta":292,"order":240,"slug":293,"stem":294,"__hash__":295},"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":297,"title":298,"audience":6,"description":299,"extension":272,"icon":300,"meta":301,"order":302,"slug":303,"stem":304,"__hash__":305},"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":307,"title":308,"audience":6,"description":309,"extension":272,"icon":310,"meta":311,"order":312,"slug":313,"stem":314,"__hash__":315},"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":317,"title":318,"audience":6,"description":319,"extension":272,"icon":320,"meta":321,"order":322,"slug":323,"stem":324,"__hash__":325},"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":327,"title":328,"audience":6,"description":329,"extension":272,"icon":330,"meta":331,"order":332,"slug":333,"stem":334,"__hash__":335},"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":337,"title":338,"audience":6,"description":339,"extension":272,"icon":340,"meta":341,"order":342,"slug":343,"stem":344,"__hash__":345},"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":347,"title":348,"audience":6,"description":349,"extension":272,"icon":350,"meta":351,"order":352,"slug":353,"stem":354,"__hash__":355},"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":357,"title":358,"audience":6,"description":359,"extension":272,"icon":360,"meta":361,"order":362,"slug":363,"stem":364,"__hash__":365},"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":367,"title":368,"audience":174,"description":369,"extension":272,"icon":370,"meta":371,"order":372,"slug":373,"stem":374,"__hash__":375},"helpCategories\u002Fhelp\u002Fcategories\u002Fbook-online.yml","Book online","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":377,"title":378,"audience":174,"description":379,"extension":272,"icon":380,"meta":381,"order":382,"slug":383,"stem":384,"__hash__":385},"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",[],[388,594,921],{"id":389,"title":390,"audience":6,"body":391,"category":244,"description":582,"draft":246,"extension":247,"icon":583,"keywords":584,"meta":585,"navigation":257,"order":586,"path":261,"related":587,"seo":590,"stem":591,"updatedAt":592,"__hash__":593},"help\u002Fhelp\u002Fcalendar\u002Freschedule-cancel-and-no-shows.md","Reschedule, cancel, and mark a no-show",{"type":8,"value":392,"toc":566},[393,396,400,411,414,417,444,451,457,460,465,469,472,492,495,499,506,515,518,522,525,528,533,536,541,545,548,552],[11,394,395],{},"Every change to a booking happens from the appointment panel — click the block on the calendar to open it.",[24,397,399],{"id":398},"check-a-client-in","Check a client in",[11,401,402,403,406,407,410],{},"The front desk lifecycle runs ",[15,404,405],{},"Booked → Checked in → In service → Done",". Advance it from the appointment panel as the visit progresses. The stage shows on the calendar block and on ",[15,408,409],{},"Today",", so anyone can see who has arrived without asking.",[11,412,413],{},"You can undo a stage if you tap ahead by mistake.",[24,415,126],{"id":416},"reschedule",[418,419,420,424,427,431,437,441],"steps",{},[192,421,423],{"id":422},"drag-the-block","Drag the block",[11,425,426],{},"On the calendar grid, drag an appointment to a new time or a different team member's column. A confirmation appears before anything is saved.",[192,428,430],{"id":429},"or-use-the-panel","Or use the panel",[11,432,433,434,436],{},"Open the appointment and choose ",[15,435,126],{}," for a date further out than the current view, or when you want to pick from open slots rather than eyeball the grid.",[192,438,440],{"id":439},"confirm","Confirm",[11,442,443],{},"Owneli checks the new slot for clashes and for the provider's working hours before committing. A move outside working hours warns you and lets you proceed.",[11,445,446,447,450],{},"An ",[15,448,449],{},"Undo"," appears briefly after a move — one click puts it back.",[452,453,454],"tip",{},[11,455,456],{},"Rescheduling keeps the same appointment, so the client's history stays a single thread rather than a cancellation plus a new booking.",[24,458,71],{"id":459},"cancel",[11,461,433,462,464],{},[15,463,71],{},". You'll be asked for a reason, and — depending on the booking — for two money decisions.",[192,466,468],{"id":467},"the-deposit","The deposit",[11,470,471],{},"If a deposit was captured when the booking was made, you decide what happens to it:",[147,473,474,480,486],{},[150,475,476,479],{},[15,477,478],{},"Refund"," — the deposit goes back to the client",[150,481,482,485],{},[15,483,484],{},"Forfeit"," — you keep it, as the late-cancellation charge",[150,487,488,491],{},[15,489,490],{},"Leave it"," — take no action now and resolve it later",[11,493,494],{},"Whichever you pick, a payment record and an audit entry are written. The money is never silently kept or silently lost.",[192,496,498],{"id":497},"the-fee","The fee",[11,500,501,502,505],{},"If your business has a late-cancellation fee configured, you can also charge it. ",[15,503,504],{},"It is off by default."," Staff-initiated cancellations don't charge automatically — clinics usually waive a fee when they're the ones cancelling, or when a client calls in politely.",[167,507,508],{},[11,509,510,511,514],{},"A forfeited deposit is credited against the fee. Owneli will not charge the full fee ",[15,512,513],{},"and"," keep the full deposit for the same cancellation.",[11,516,517],{},"When a client cancels themselves through their own booking link, the policy is applied automatically according to your cancellation window. The manual control described here is for the front desk.",[192,519,521],{"id":520},"filling-the-slot","Filling the slot",[11,523,524],{},"After a cancellation Owneli looks at your waitlist and, if it finds a match, offers to promote someone into the freed slot. If your business has automatic waitlist offers turned on, one-tap claim links go out to matching clients without you doing anything.",[24,526,85],{"id":527},"no-show",[11,529,433,530,532],{},[15,531,85],{},". The slot is released immediately so a walk-in can take it, and the no-show is recorded against the client.",[11,534,535],{},"Like cancellation, charging the no-show fee is an explicit opt-in — you see the exact amount before you confirm — and a captured deposit can be refunded or forfeited against it.",[167,537,538],{},[11,539,540],{},"No-show fees and late-cancellation fees can only be charged where a card was captured for that booking. If the booking was taken with no card, there is nothing to charge and the option won't do anything.",[24,542,544],{"id":543},"what-the-client-sees","What the client sees",[11,546,547],{},"Cancellations and reschedules trigger the matching client notification automatically, and a cancellation email discloses a fee if one was charged. You don't have to write it.",[24,549,551],{"id":550},"reporting-on-this","Reporting on this",[147,553,554,560],{},[150,555,556,559],{},[15,557,558],{},"Growth → Reports → Cancellations & no-shows"," — no-show rate by client, service and provider",[150,561,562,565],{},[15,563,564],{},"Growth → Reports → Cancellation & no-show fees"," — every fee charged, with the appointment behind it",{"title":230,"searchDepth":231,"depth":231,"links":567},[568,569,574,579,580,581],{"id":398,"depth":231,"text":399},{"id":416,"depth":231,"text":126,"children":570},[571,572,573],{"id":422,"depth":240,"text":423},{"id":429,"depth":240,"text":430},{"id":439,"depth":240,"text":440},{"id":459,"depth":231,"text":71,"children":575},[576,577,578],{"id":467,"depth":240,"text":468},{"id":497,"depth":240,"text":498},{"id":520,"depth":240,"text":521},{"id":527,"depth":231,"text":85},{"id":543,"depth":231,"text":544},{"id":550,"depth":231,"text":551},"Move a booking, cancel it cleanly, handle the deposit, and decide whether a fee is charged.","i-lucide-calendar-x",[],{},30,[588,226,589],"\u002Fhelp\u002Fcalendar\u002Fbook-an-appointment","\u002Fhelp\u002Fcalendar\u002Fblock-time-and-the-waitlist",{"title":390,"description":582},"help\u002Fcalendar\u002Freschedule-cancel-and-no-shows","2026-09-01","0oa_4sNZKD0C8C1urXvUS38btlJ0G3kYyxFsjl-QiNQ",{"id":595,"title":227,"audience":6,"body":596,"category":293,"description":911,"draft":246,"extension":247,"icon":912,"keywords":913,"meta":914,"navigation":257,"order":586,"path":226,"related":915,"seo":917,"stem":918,"updatedAt":919,"__hash__":920},"help\u002Fhelp\u002Fcheckout\u002Fdeposits-and-cancellation-fees.md",{"type":8,"value":597,"toc":891},[598,601,606,610,613,657,669,673,684,688,695,699,702,712,717,721,724,728,737,743,747,750,785,789,796,802,811,815,818,836,846,850,853,857,864,868],[11,599,600],{},"This is the most consequential set of settings in the app: it decides whether a client is asked for money before they've been seen, and whether you can charge them when they don't turn up. It's worth reading in full before you turn any of it on.",[11,602,603],{},[15,604,605],{},"Settings → Payments → Payment policy",[24,607,609],{"id":608},"the-three-modes","The three modes",[11,611,612],{},"Everything starts with one choice.",[43,614,615,625],{},[46,616,617],{},[49,618,619,622],{},[52,620,621],{},"Mode",[52,623,624],{},"What happens at booking",[62,626,627,637,647],{},[49,628,629,634],{},[67,630,631],{},[15,632,633],{},"No policy",[67,635,636],{},"Nothing is asked for. No card, no deposit.",[49,638,639,644],{},[67,640,641],{},[15,642,643],{},"Card on file",[67,645,646],{},"A card is required to book. The client is not charged at booking.",[49,648,649,654],{},[67,650,651],{},[15,652,653],{},"Deposit",[67,655,656],{},"A deposit is required to book, and it's taken at booking.",[658,659,660],"caution",{},[11,661,662,663,665,666,668],{},"Under ",[15,664,633],{}," you cannot charge a late-cancellation or no-show fee — there is no card to charge. Enabling a fee while the mode is ",[15,667,633],{}," does nothing. The booking screen won't even disclose the fee, because it can never be collected.",[24,670,672],{"id":671},"sizing-the-deposit","Sizing the deposit",[11,674,675,676,679,680,683],{},"A deposit is either a ",[15,677,678],{},"percentage"," of the visit or a ",[15,681,682],{},"fixed amount",". A percentage of an $800 course is a very different number from a percentage of a $40 add-on, so pick deliberately.",[192,685,687],{"id":686},"across-a-multi-service-visit","Across a multi-service visit",[11,689,690,691,694],{},"When a visit has several services, all the services without their own override are pooled and the deposit is sized ",[15,692,693],{},"once"," against that pooled subtotal. So a fixed $25 deposit charges $25 for the visit, not $25 per service; a 20% deposit applies to the whole pool.",[24,696,698],{"id":697},"cancellation-and-no-show-fees","Cancellation and no-show fees",[11,700,701],{},"Both can be a percentage of the visit or a fixed amount, and each is switched on independently.",[11,703,704,707,708,711],{},[15,705,706],{},"Late cancellation"," also has a ",[15,709,710],{},"window",", in hours. Cancel earlier than the window and it's free. Cancel inside the window and the fee applies.",[11,713,714,716],{},[15,715,85],{}," has no window — it applies when the appointment is marked as a no-show.",[24,718,720],{"id":719},"the-minimum-appointment-value","The minimum appointment value",[11,722,723],{},"Set a minimum and the card \u002F deposit requirement only applies to bookings above it. A $15 brow tidy books with nothing; a $300 course requires the deposit. The disclosure the client sees reflects this — \"applies to appointments over $150\".",[24,725,727],{"id":726},"escalation","Escalation",[11,729,730,731,733,734,736],{},"Optionally, a booking whose total crosses a threshold can be forced to take a deposit even when your normal mode is ",[15,732,633],{}," or ",[15,735,643],{},". Set the threshold and, if you want, a different sizing for the escalated deposit.",[11,738,739,740,742],{},"Escalation is skipped entirely when your mode is already ",[15,741,653],{},", and it never produces a deposit step with nothing due.",[24,744,746],{"id":745},"overrides","Overrides",[11,748,749],{},"Policy is resolved in this order, most specific first:",[418,751,752,756,762,766,769,773,776,780],{},[192,753,755],{"id":754},"the-individual-booking","The individual booking",[11,757,758,759,228],{},"Whoever takes the booking can override the terms for that one appointment. See ",[224,760,761],{"href":588},"Book an appointment",[192,763,765],{"id":764},"the-service","The service",[11,767,768],{},"A single service can carry its own policy — \"the laser course always takes a deposit, everything else doesn't\". Set it on the service.",[192,770,772],{"id":771},"the-location","The location",[11,774,775],{},"A location can replace the business policy entirely. It's a whole-policy override, not a per-field merge — the mode and the fee rules are interdependent, so a location either uses its own or inherits the business one.",[192,777,779],{"id":778},"the-business","The business",[11,781,782,783,228],{},"Your default, under ",[15,784,605],{},[192,786,788],{"id":787},"how-overrides-combine-on-one-visit","How overrides combine on one visit",[11,790,791,792,795],{},"When services on one visit disagree, ",[15,793,794],{},"the strictest requirement wins for the visit",": no policy \u003C card on file \u003C deposit. One service that requires a deposit pulls the whole visit into a single deposit step.",[11,797,798,799,801],{},"A service explicitly set to ",[15,800,633],{}," weakens only its own line. It won't rescue the visit if another service still requires a card.",[167,803,804],{},[11,805,806,807,810],{},"Explicit per-service overrides are treated as deliberate configuration and are ",[15,808,809],{},"not"," subject to the minimum-appointment-value threshold. If you set a service to require a deposit, it requires one at any price.",[24,812,814],{"id":813},"charging-a-fee-in-practice","Charging a fee in practice",[11,816,817],{},"The two paths behave differently, on purpose.",[147,819,820,826],{},[150,821,822,825],{},[15,823,824],{},"The client cancels themselves"," through their own booking link — the policy is applied automatically. The window is checked, the fee resolved, the card charged.",[150,827,828,831,832,835],{},[15,829,830],{},"The front desk cancels or marks a no-show"," — the fee is ",[15,833,834],{},"off by default",". You see the resolved amount and confirm it explicitly. Clinics usually waive when they're the ones cancelling, or when a regular calls in.",[11,837,838,839,733,842,845],{},"If a deposit was captured, you also choose whether to ",[15,840,841],{},"refund",[15,843,844],{},"forfeit"," it. A forfeited deposit is credited against the fee, so the same cancellation is never penalised twice. Every outcome writes a payment record and an audit entry.",[24,847,849],{"id":848},"what-the-client-is-told","What the client is told",[11,851,852],{},"At booking, the client sees a plain-language summary generated from your settings — the deposit required, the free-cancellation window, and the fee amounts. It's also on their manage-booking page. You don't have to write or maintain that copy; changing the policy changes what they're shown.",[24,854,856],{"id":855},"prerequisites","Prerequisites",[11,858,859,860,863],{},"Deposits and fees need a connected payment processor — ",[15,861,862],{},"Settings → Payments",". Without it there's nothing to capture a card with.",[24,865,867],{"id":866},"reporting","Reporting",[147,869,870,876,881],{},[150,871,872,875],{},[15,873,874],{},"Growth → Reports → Cancellation fees"," — every fee charged, and the appointment behind it",[150,877,878,559],{},[15,879,880],{},"Growth → Reports → No-shows",[150,882,883,886,887,890],{},[15,884,885],{},"Growth → Reports → Prepayments"," and ",[15,888,889],{},"Deferred revenue"," — money taken for work not yet done",{"title":230,"searchDepth":231,"depth":231,"links":892},[893,894,897,898,899,900,907,908,909,910],{"id":608,"depth":231,"text":609},{"id":671,"depth":231,"text":672,"children":895},[896],{"id":686,"depth":240,"text":687},{"id":697,"depth":231,"text":698},{"id":719,"depth":231,"text":720},{"id":726,"depth":231,"text":727},{"id":745,"depth":231,"text":746,"children":901},[902,903,904,905,906],{"id":754,"depth":240,"text":755},{"id":764,"depth":240,"text":765},{"id":771,"depth":240,"text":772},{"id":778,"depth":240,"text":779},{"id":787,"depth":240,"text":788},{"id":813,"depth":231,"text":814},{"id":848,"depth":231,"text":849},{"id":855,"depth":231,"text":856},{"id":866,"depth":231,"text":867},"The three payment-policy modes, how a deposit is sized across a multi-service visit, and exactly when a fee can be charged.","i-lucide-shield-check",[],{},[261,916,588],"\u002Fhelp\u002Fcheckout\u002Ftake-a-payment",{"title":227,"description":911},"help\u002Fcheckout\u002Fdeposits-and-cancellation-fees","2026-07-26","75NZaIiVEhZyP5-WS0x8c3vCsiSvZJWqnOQUJRyjkHU",{"id":922,"title":923,"audience":6,"body":924,"category":244,"description":1121,"draft":246,"extension":247,"icon":1122,"keywords":1123,"meta":1129,"navigation":257,"order":1130,"path":262,"related":1131,"seo":1132,"stem":1133,"updatedAt":265,"__hash__":1134},"help\u002Fhelp\u002Fcalendar\u002Fmanage-a-recurring-series.md","Book and manage a recurring series",{"type":8,"value":925,"toc":1105},[926,952,956,991,995,998,1006,1010,1013,1017,1023,1029,1059,1065,1075,1077,1081,1084,1088,1091,1095,1098,1102],[11,927,928,929,932,933,936,937,936,940,943,944,947,948,951],{},"To book a standing appointment, set ",[15,930,931],{},"Repeat"," in the booking panel to ",[15,934,935],{},"Weekly",", ",[15,938,939],{},"Every 2 weeks",[15,941,942],{},"Every 4 weeks",", or ",[15,945,946],{},"Monthly",", and choose the ",[15,949,950],{},"Number of visits",". Owneli books every occurrence up front — real appointments on the grid, not a rule that materialises later.",[24,953,955],{"id":954},"how-do-i-set-up-a-repeating-appointment","How do I set up a repeating appointment?",[418,957,958,962,967,971,984,988],{},[192,959,961],{"id":960},"build-the-booking-as-normal","Build the booking as normal",[11,963,964,965,228],{},"Client, services, provider, time — see ",[224,966,761],{"href":588},[192,968,970],{"id":969},"choose-the-repeat","Choose the repeat",[11,972,973,974,976,977,980,981,983],{},"Set ",[15,975,931],{}," to a frequency other than ",[15,978,979],{},"Does not repeat",", and ",[15,982,950],{}," — which includes this first visit, from 2 to 26.",[192,985,987],{"id":986},"book-it","Book it",[11,989,990],{},"Every occurrence is created at once, each at the same clinic wall-clock time (daylight-saving changes don't shift the hour). The confirmation tells you how many were booked — \"Booked 12 visits\".",[192,992,994],{"id":993},"skipped-occurrences","Skipped occurrences",[11,996,997],{},"An occurrence that can't be booked — a clash, a time block, a busy room — is skipped rather than failing the series, and the confirmation warns you how many were skipped so you can place those visits by hand. If nothing could be booked at all, the series isn't created.",[11,999,1000,1001,1005],{},"Each occurrence sends its own confirmation and ",[224,1002,1004],{"href":1003},"\u002Fhelp\u002Fcalendar\u002Fappointment-reminders","reminders",". A repeat icon on the calendar block marks members of a series.",[24,1007,1009],{"id":1008},"changing-one-visit","Changing one visit",[11,1011,1012],{},"Reschedules and edits always act on the single occurrence you opened — drag it, resize it, or change its services without touching the rest. There is no series-wide edit; a permanent time change means cancelling the remaining visits and rebooking the series at the new time.",[24,1014,1016],{"id":1015},"ending-the-series","Ending the series",[11,1018,1019,1020,1022],{},"Open any occurrence and choose ",[15,1021,71],{},". Alongside the usual reason, fee and deposit choices, a series member gets one more checkbox:",[11,1024,1025,1028],{},[15,1026,1027],{},"Cancel this and all upcoming repeats"," — \"Also cancels the remaining future visits in this recurring series.\"",[43,1030,1031,1041],{},[46,1032,1033],{},[49,1034,1035,1038],{},[52,1036,1037],{},"What it touches",[52,1039,1040],{},"What it leaves alone",[62,1042,1043,1051],{},[49,1044,1045,1048],{},[67,1046,1047],{},"This occurrence, with the full fee\u002Fdeposit handling",[67,1049,1050],{},"Past and completed visits",[49,1052,1053,1056],{},[67,1054,1055],{},"Every future scheduled or confirmed occurrence",[67,1057,1058],{},"Anything already cancelled",[11,1060,1061,1062,1064],{},"If ",[15,1063,17],{}," is ticked, one cancellation notice goes out for the earliest upcoming visit, standing in for the whole series — not one email per occurrence. Fees apply only to the occurrence you opened, never to the future ones.",[452,1066,1067],{},[11,1068,1069,1070,1074],{},"To end a series but keep next week's visit, cancel from the occurrence ",[1071,1072,1073],"em",{},"after"," the one you want to keep — only visits from that point forward are cancelled.",[24,1076,190],{"id":189},[192,1078,1080],{"id":1079},"can-i-change-the-time-of-every-future-visit-at-once","Can I change the time of every future visit at once?",[11,1082,1083],{},"No — each occurrence is edited individually. For a permanent change, cancel the remaining repeats and book a fresh series at the new time.",[192,1085,1087],{"id":1086},"does-the-client-pay-a-deposit-for-every-visit-in-the-series","Does the client pay a deposit for every visit in the series?",[11,1089,1090],{},"No. Payment-policy steps (card on file, deposits) aren't applied to series bookings made from the calendar — the series books without a payment step.",[192,1092,1094],{"id":1093},"one-visit-in-the-series-was-skipped-why","One visit in the series was skipped — why?",[11,1096,1097],{},"Its slot clashed with another booking, a time block, off-hours, or a required room being taken. The booking confirmation counts the skips; find the gap on the grid and book that visit manually.",[192,1099,1101],{"id":1100},"if-i-cancel-the-series-is-the-client-charged-a-fee-for-every-visit","If I cancel the series, is the client charged a fee for every visit?",[11,1103,1104],{},"No. Fee and deposit handling applies only to the occurrence you cancelled from; the remaining repeats are cancelled without fees.",{"title":230,"searchDepth":231,"depth":231,"links":1106},[1107,1113,1114,1115],{"id":954,"depth":231,"text":955,"children":1108},[1109,1110,1111,1112],{"id":960,"depth":240,"text":961},{"id":969,"depth":240,"text":970},{"id":986,"depth":240,"text":987},{"id":993,"depth":240,"text":994},{"id":1008,"depth":231,"text":1009},{"id":1015,"depth":231,"text":1016},{"id":189,"depth":231,"text":190,"children":1116},[1117,1118,1119,1120],{"id":1079,"depth":240,"text":1080},{"id":1086,"depth":240,"text":1087},{"id":1093,"depth":240,"text":1094},{"id":1100,"depth":240,"text":1101},"Repeat a booking weekly, fortnightly, or monthly, handle skipped clashes, and cancel one visit or the whole remaining series.","i-lucide-repeat",[1124,1125,1126,1127,1128],"recurring appointment weekly","repeat booking every 4 weeks","cancel all future appointments","standing appointment series","edit one appointment in a series",{},60,[588,261,259],{"title":923,"description":1121},"help\u002Fcalendar\u002Fmanage-a-recurring-series","1Gdmuh_WdX0GkDvPupxWwYYdGeOeLtNfwqOY8xXWn8c",1790218956651]