[{"data":1,"prerenderedAt":1071},["ShallowReactive",2],{"help:\u002Fhelp\u002Fcalendar\u002Fcollect-forms-at-the-kiosk":3,"help-all-categories":229,"help-cat-articles:\u002Fhelp\u002Fcalendar\u002Fcollect-forms-at-the-kiosk":349,"help-related:\u002Fhelp\u002Fcalendar\u002Fcollect-forms-at-the-kiosk":350},{"id":4,"title":5,"audience":6,"body":7,"category":207,"description":208,"draft":209,"extension":210,"icon":211,"keywords":212,"meta":219,"navigation":220,"order":221,"path":222,"related":223,"seo":225,"stem":226,"updatedAt":227,"__hash__":228},"help\u002Fhelp\u002Fcalendar\u002Fcollect-forms-at-the-kiosk.md","Collect forms at the kiosk","clinic",{"type":8,"value":9,"toc":188},"minimark",[10,19,24,115,122,126,137,152,156,160,163,167,174,178,181,185],[11,12,13,14,18],"p",{},"The kiosk at ",[15,16,17],"code",{},"\u002Fkiosk"," turns a signed-in tablet into a locked, PIN-protected screen where a client fills in and signs a form at the front desk. Staff pick the form and the client, then hand the device over — or send the form to the client's own phone with a QR code.",[20,21,23],"h2",{"id":22},"how-do-i-set-up-kiosk-mode","How do I set up kiosk mode?",[25,26,27,32,43,47,58,62,85,89,104,108],"steps",{},[28,29,31],"h3",{"id":30},"open-the-kiosk","Open the kiosk",[11,33,34,35,37,38,42],{},"Go to ",[15,36,17],{}," on the device, or use the kiosk button on the ",[39,40,41],"strong",{},"Forms"," page. The device must be signed in to Owneli — the kiosk is a staff surface, not a public one.",[28,44,46],{"id":45},"lock-it-with-a-pin","Lock it with a PIN",[11,48,49,50,53,54,57],{},"The ",[39,51,52],{},"Set Up Kiosk Mode"," screen asks for a 4-digit PIN, then ",[39,55,56],{},"Start Kiosk Mode",". You'll need this PIN to exit, so the client can't wander out of the kiosk into your calendar.",[28,59,61],{"id":60},"pick-the-form-and-the-client","Pick the form and the client",[11,63,64,65,68,69,72,73,76,77,80,81,84],{},"On ",[39,66,67],{},"Select Form & Client",", search templates with ",[39,70,71],{},"Search templates…"," and clients with ",[39,74,75],{},"Search clients…",". For someone not yet on file, ",[39,78,79],{},"New walk-in client"," takes a name and an optional email and creates them tagged ",[15,82,83],{},"walk-in",".",[28,86,88],{"id":87},"hand-the-device-over","Hand the device over",[11,90,91,92,95,96,99,100,103],{},"Choose ",[39,93,94],{},"Hand Device to Client"," — or ",[39,97,98],{},"Send to phone",", which shows a ",[39,101,102],{},"Scan to fill"," QR code the client points their camera at to open the form on their own phone.",[28,105,107],{"id":106},"done-ready-for-the-next-client","Done — ready for the next client",[11,109,110,111,114],{},"After submission the client sees ",[39,112,113],{},"Form Submitted"," — \"Please hand the device back to the staff member\" — and the kiosk resets itself for the next person.",[11,116,117,118,121],{},"To leave, press ",[39,119,120],{},"Exit Kiosk Mode"," and enter your PIN. Five wrong attempts locks the exit for 60 seconds.",[20,123,125],{"id":124},"opening-forms-from-an-appointment","Opening forms from an appointment",[11,127,128,129,132,133,136],{},"For a booked client, you don't need the kiosk page at all: open the appointment and choose ",[39,130,131],{},"⋮ → Open forms in kiosk",". Each unsigned form linked to the visit opens in its own kiosk-mode tab, ready to hand over. If everything is already signed you get an ",[39,134,135],{},"All forms signed"," toast.",[138,139,140],"warning",{},[11,141,142,143,146,147,84],{},"The kiosk collects forms — it does not check clients in. Arrival check-in happens on the appointment itself with the ",[39,144,145],{},"Check in"," button. See ",[148,149,151],"a",{"href":150},"\u002Fhelp\u002Fcalendar\u002Fthe-appointment-detail-panel","the appointment detail panel",[20,153,155],{"id":154},"common-questions","Common questions",[28,157,159],{"id":158},"can-clients-check-themselves-in-at-the-kiosk","Can clients check themselves in at the kiosk?",[11,161,162],{},"No. The kiosk is for filling in forms. A staff member selects the form and client first, then hands the device over; there is no self-service name search.",[28,164,166],{"id":165},"what-if-the-walk-in-client-has-no-email","What if the walk-in client has no email?",[11,168,169,170,173],{},"Leave ",[39,171,172],{},"Email (optional for walk-ins)"," blank — the client is still created and can fill in the form. Add a real email to their profile later so they can receive receipts and reminders.",[28,175,177],{"id":176},"i-forgot-the-kiosk-pin-how-do-i-get-out","I forgot the kiosk PIN. How do I get out?",[11,179,180],{},"The PIN lives only for that browser session. Close the browser (or the tab's session) and reopen the app, then start the kiosk again with a new PIN.",[28,182,184],{"id":183},"does-the-qr-code-work-if-the-client-has-no-signal","Does the QR code work if the client has no signal?",[11,186,187],{},"The QR opens a normal web link, so the client's phone needs internet. If that's a problem, hand them the tablet instead.",{"title":189,"searchDepth":190,"depth":190,"links":191},"",2,[192,200,201],{"id":22,"depth":190,"text":23,"children":193},[194,196,197,198,199],{"id":30,"depth":195,"text":31},3,{"id":45,"depth":195,"text":46},{"id":60,"depth":195,"text":61},{"id":87,"depth":195,"text":88},{"id":106,"depth":195,"text":107},{"id":124,"depth":190,"text":125},{"id":154,"depth":190,"text":155,"children":202},[203,204,205,206],{"id":158,"depth":195,"text":159},{"id":165,"depth":195,"text":166},{"id":176,"depth":195,"text":177},{"id":183,"depth":195,"text":184},"calendar","Turn a tablet into a locked kiosk so clients fill in and sign forms on the spot, or send the form to their own phone with a QR code.",false,"md","i-lucide-tablet",[213,214,215,216,217,218],"kiosk mode tablet forms","client sign form on ipad","walk in client intake form","lock tablet for clients","qr code form to phone","exit kiosk mode pin",{},true,120,"\u002Fhelp\u002Fcalendar\u002Fcollect-forms-at-the-kiosk",[224,150],"\u002Fhelp\u002Fclients\u002Fsend-forms-and-consents",{"title":5,"description":208},"help\u002Fcalendar\u002Fcollect-forms-at-the-kiosk","2026-08-14","IRG9kS-tRN5OVNUFEu5657fRML78kKGngajR35Bz83w",[230,241,249,258,268,278,288,298,308,318,328,339],{"id":231,"title":232,"audience":6,"description":233,"extension":234,"icon":235,"meta":236,"order":237,"slug":238,"stem":239,"__hash__":240},"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":242,"title":243,"audience":6,"description":244,"extension":234,"icon":245,"meta":246,"order":190,"slug":207,"stem":247,"__hash__":248},"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":250,"title":251,"audience":6,"description":252,"extension":234,"icon":253,"meta":254,"order":195,"slug":255,"stem":256,"__hash__":257},"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":259,"title":260,"audience":6,"description":261,"extension":234,"icon":262,"meta":263,"order":264,"slug":265,"stem":266,"__hash__":267},"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":269,"title":270,"audience":6,"description":271,"extension":234,"icon":272,"meta":273,"order":274,"slug":275,"stem":276,"__hash__":277},"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":279,"title":280,"audience":6,"description":281,"extension":234,"icon":282,"meta":283,"order":284,"slug":285,"stem":286,"__hash__":287},"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":289,"title":290,"audience":6,"description":291,"extension":234,"icon":292,"meta":293,"order":294,"slug":295,"stem":296,"__hash__":297},"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":299,"title":300,"audience":6,"description":301,"extension":234,"icon":302,"meta":303,"order":304,"slug":305,"stem":306,"__hash__":307},"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":309,"title":310,"audience":6,"description":311,"extension":234,"icon":312,"meta":313,"order":314,"slug":315,"stem":316,"__hash__":317},"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":319,"title":320,"audience":6,"description":321,"extension":234,"icon":322,"meta":323,"order":324,"slug":325,"stem":326,"__hash__":327},"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":329,"title":330,"audience":331,"description":332,"extension":234,"icon":333,"meta":334,"order":335,"slug":336,"stem":337,"__hash__":338},"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":340,"title":341,"audience":331,"description":342,"extension":234,"icon":343,"meta":344,"order":345,"slug":346,"stem":347,"__hash__":348},"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",[],[351,646],{"id":352,"title":353,"audience":6,"body":354,"category":265,"description":635,"draft":209,"extension":210,"icon":636,"keywords":637,"meta":638,"navigation":220,"order":335,"path":224,"related":639,"seo":642,"stem":643,"updatedAt":644,"__hash__":645},"help\u002Fhelp\u002Fclients\u002Fsend-forms-and-consents.md","Send forms and consents",{"type":8,"value":355,"toc":620},[356,359,363,368,371,374,396,399,405,409,419,452,455,459,465,555,558,561,565,571,580,584,590,594,601,610,614],[11,357,358],{},"Forms cover intake questionnaires, medical history, consent, and post-treatment sign-off. You build a template once and send it as many times as you need.",[20,360,362],{"id":361},"build-a-form","Build a form",[11,364,365],{},[39,366,367],{},"Clients → Forms → New form",[11,369,370],{},"Add fields, group them into sections, and mark the ones that are required. Start from a blank form or one of the starter templates.",[11,372,373],{},"Per-form settings worth knowing:",[375,376,377,384,390],"ul",{},[378,379,380,383],"li",{},[39,381,382],{},"Category"," — how the form is grouped in the list and in a client's documents",[378,385,386,389],{},[39,387,388],{},"Signature"," — whether a signature is captured at the end",[378,391,392,395],{},[39,393,394],{},"Expiry"," — a default number of days a sent link stays live",[11,397,398],{},"Each template has version history, so you can see what changed and when. A form already sent to a client keeps the version they were sent — editing a template never rewrites a completed submission.",[400,401,402],"tip",{},[11,403,404],{},"Archive a form you no longer send instead of deleting it. Deleting orphans the submissions that reference it.",[20,406,408],{"id":407},"send-a-form","Send a form",[11,410,411,414,415,418],{},[39,412,413],{},"Clients → Submissions → Send",", or from a client's profile, or from the ",[39,416,417],{},"Send"," button in the top bar.",[25,420,421,425,428,432,435,439,442,446,449],{},[28,422,424],{"id":423},"pick-the-form","Pick the form",[11,426,427],{},"The active templates you're allowed to send.",[28,429,431],{"id":430},"pick-who-gets-it","Pick who gets it",[11,433,434],{},"One client, several selected from the directory, or everyone carrying a particular tag. If the person isn't in the directory yet you can add them inline without leaving the send screen.",[28,436,438],{"id":437},"set-the-expiry","Set the expiry",[11,440,441],{},"Default seven days, adjustable. The screen tells you the exact date the link will stop working.",[28,443,445],{"id":444},"choose-the-email","Choose the email",[11,447,448],{},"An email notification goes with the form by default, using one of your email templates. You can turn it off and share the link some other way.",[28,450,417],{"id":451},"send",[11,453,454],{},"Each recipient gets their own private link. Nobody can see anybody else's answers, and the link carries no login.",[20,456,458],{"id":457},"track-a-submission","Track a submission",[11,460,461,464],{},[39,462,463],{},"Clients → Submissions"," lists everything sent. Each one moves through these states:",[466,467,468,481],"table",{},[469,470,471],"thead",{},[472,473,474,478],"tr",{},[475,476,477],"th",{},"Status",[475,479,480],{},"Meaning",[482,483,484,495,505,515,525,535,545],"tbody",{},[472,485,486,492],{},[487,488,489],"td",{},[39,490,491],{},"Draft",[487,493,494],{},"Created but not sent",[472,496,497,502],{},[487,498,499],{},[39,500,501],{},"Sent",[487,503,504],{},"Delivered, not yet opened",[472,506,507,512],{},[487,508,509],{},[39,510,511],{},"Viewed",[487,513,514],{},"The client opened the link",[472,516,517,522],{},[487,518,519],{},[39,520,521],{},"In progress",[487,523,524],{},"They started answering",[472,526,527,532],{},[487,528,529],{},[39,530,531],{},"Completed",[487,533,534],{},"Submitted, and signed if the form asked for a signature",[472,536,537,542],{},[487,538,539],{},[39,540,541],{},"Expired",[487,543,544],{},"The link passed its expiry unanswered",[472,546,547,552],{},[487,548,549],{},[39,550,551],{},"Archived",[487,553,554],{},"Filed away",[11,556,557],{},"The list flags forms that were sent more than 72 hours ago and never opened, so a stalled intake gets chased instead of forgotten.",[11,559,560],{},"You can resend, extend, or cancel outstanding forms in bulk from the list.",[20,562,564],{"id":563},"attach-forms-to-a-service","Attach forms to a service",[11,566,567,568,570],{},"A service can require a form. Set it on the service under its ",[39,569,41],{}," tab, and the form is offered — or required — as part of that booking.",[138,572,573],{},[11,574,575,576,579],{},"If a service requires a signed clinical form and it isn't signed, ",[39,577,578],{},"checkout is blocked"," for that sale. The message names the form. Send and complete it, then settle.",[20,581,583],{"id":582},"filling-a-form-in-the-clinic","Filling a form in the clinic",[11,585,586,589],{},[39,587,588],{},"Kiosk"," turns a tablet at the front desk into a self-serve station: the client picks their form, fills it in, signs, and hands the tablet back. The kiosk is PIN-protected so a client can't wander into the rest of the app, and it locks out after repeated wrong PINs.",[20,591,593],{"id":592},"reading-the-answers","Reading the answers",[11,595,596,597,600],{},"Completed submissions appear on the client's ",[39,598,599],{},"Documents"," tab and in the submission list. Open one to read the answers, see the signature, and download a PDF.",[138,602,603],{},[11,604,605,606,84],{},"Health information in forms is treated as sensitive. Access to submissions and clinical charts is permission-gated separately from the rest of the client record — see ",[148,607,609],{"href":608},"\u002Fhelp\u002Fsettings\u002Froles-and-permissions","Roles and permissions",[20,611,613],{"id":612},"reporting","Reporting",[11,615,616,619],{},[39,617,618],{},"Growth → Reports → Forms funnel"," shows how many forms you send, how many are opened, and how many come back completed.",{"title":189,"searchDepth":190,"depth":190,"links":621},[622,623,630,631,632,633,634],{"id":361,"depth":190,"text":362},{"id":407,"depth":190,"text":408,"children":624},[625,626,627,628,629],{"id":423,"depth":195,"text":424},{"id":430,"depth":195,"text":431},{"id":437,"depth":195,"text":438},{"id":444,"depth":195,"text":445},{"id":451,"depth":195,"text":417},{"id":457,"depth":190,"text":458},{"id":563,"depth":190,"text":564},{"id":582,"depth":190,"text":583},{"id":592,"depth":190,"text":593},{"id":612,"depth":190,"text":613},"Build a form once, send it to one client or many, and track it from sent to signed.","i-lucide-clipboard-list",[],{},[640,641],"\u002Fhelp\u002Fclients\u002Fadd-and-find-clients","\u002Fhelp\u002Fsettings\u002Fservices-and-pricing",{"title":353,"description":635},"help\u002Fclients\u002Fsend-forms-and-consents","2026-07-26","kCCJiIwJL-96ku8HcLpziqgSEyQj2_pub0mDXJiA1f4",{"id":647,"title":648,"audience":6,"body":649,"category":207,"description":1055,"draft":209,"extension":210,"icon":1056,"keywords":1057,"meta":1064,"navigation":220,"order":1065,"path":150,"related":1066,"seo":1068,"stem":1069,"updatedAt":227,"__hash__":1070},"help\u002Fhelp\u002Fcalendar\u002Fthe-appointment-detail-panel.md","What's in the appointment detail panel",{"type":8,"value":650,"toc":1039},[651,658,662,665,708,729,733,775,779,859,863,988,998,1000,1004,1009,1013,1019,1023,1029,1033],[11,652,653,654,657],{},"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 ",[39,655,656],{},"⋮"," menu.",[20,659,661],{"id":660},"what-can-i-do-from-an-open-appointment","What can I do from an open appointment?",[11,663,664],{},"Two separate tracks run an appointment, and it helps to keep them apart:",[466,666,667,680],{},[469,668,669],{},[472,670,671,674,677],{},[475,672,673],{},"Track",[475,675,676],{},"Values",[475,678,679],{},"Where",[482,681,682,695],{},[472,683,684,689,692],{},[487,685,686],{},[39,687,688],{},"Booking status",[487,690,691],{},"Booked → Confirmed → Completed, or No-show \u002F Cancelled",[487,693,694],{},"The status dropdown at the top",[472,696,697,702,705],{},[487,698,699],{},[39,700,701],{},"Arrival stage",[487,703,704],{},"Check in → Start service → In service",[487,706,707],{},"Buttons in the panel footer",[11,709,710,712,713,716,717,720,721,724,725,84],{},[39,711,531],{}," is never set from the status dropdown — an appointment completes when its checkout closes, or via ",[39,714,715],{},"⋮ → Mark complete (no charge)",". Choosing ",[39,718,719],{},"No-show"," or ",[39,722,723],{},"Cancelled"," opens the matching confirmation dialog, with its money and ",[148,726,728],{"href":727},"\u002Fhelp\u002Fcalendar\u002Fchoose-what-the-client-is-told","notification choices",[20,730,732],{"id":731},"the-front-desk-lifecycle","The front-desk lifecycle",[25,734,735,738,748,752,762,765],{},[28,736,145],{"id":737},"check-in",[11,739,740,741,743,744,747],{},"When the client arrives, press ",[39,742,145],{}," in the footer. If they're early, a dialog — ",[39,745,746],{},"Earlier than scheduled"," — asks you to confirm before proceeding.",[28,749,751],{"id":750},"start-service","Start service",[11,753,754,755,757,758,761],{},"Press ",[39,756,751],{}," when they go through. The panel then shows a pulsing ",[39,759,760],{},"In service"," pill instead of a button.",[28,763,764],{"id":255},"Checkout",[11,766,767,768,770,771,774],{},"When the visit is done, ",[39,769,764],{}," opens the sale with the client, services and provider already attached. If a sale already exists you'll see ",[39,772,773],{},"View sale"," instead. Staff without checkout permission see a hint that the front desk can ring it up.",[20,776,778],{"id":777},"what-the-panel-shows","What the panel shows",[375,780,781,806,822,832,846],{},[378,782,783,786,787,790,791,790,794,790,797,790,800,790,803,84],{},[39,784,785],{},"Client header"," — visit count and lifetime spend tiles, memberships, packages with sessions left, date of birth, tags, and quick actions: ",[39,788,789],{},"Call",", ",[39,792,793],{},"Email",[39,795,796],{},"Messages",[39,798,799],{},"View profile",[39,801,802],{},"Edit client details",[39,804,805],{},"Add tag",[378,807,808,811,812,790,815,790,818,821],{},[39,809,810],{},"Clinical block"," — ",[39,813,814],{},"Staff alert",[39,816,817],{},"Allergies",[39,819,820],{},"Patch test"," status, and client notes. Fields your permissions hide render as masked, never as empty.",[378,823,824,827,828,831],{},[39,825,826],{},"Services"," — every service with duration and price, any deal or discount attached, plus ",[39,829,830],{},"Add service"," to extend the visit.",[378,833,834,837,838,841,842,845],{},[39,835,836],{},"Payment"," — an estimated summary: subtotal, discounts, tax, card processing fee, tip, what's paid or held as deposit, and ",[39,839,840],{},"To pay",". ",[39,843,844],{},"View breakdown"," expands the full arithmetic.",[378,847,848,851,852,855,856,84],{},[39,849,850],{},"Notes"," — the ",[39,853,854],{},"Internal note (staff only)"," and anything ",[39,857,858],{},"From the client",[20,860,862],{"id":861},"the-menu","The ⋮ menu",[466,864,865,875],{},[469,866,867],{},[472,868,869,872],{},[475,870,871],{},"Action",[475,873,874],{},"What it does",[482,876,877,890,900,910,920,930,948,958,968,978],{},[472,878,879,884],{},[487,880,881],{},[39,882,883],{},"Add \u002F Edit internal note",[487,885,886,887],{},"Staff-only note; optionally ",[39,888,889],{},"Also pin to client",[472,891,892,897],{},[487,893,894],{},[39,895,896],{},"Start consultation (tablet)",[487,898,899],{},"Opens the consultation flow",[472,901,902,907],{},[487,903,904],{},[39,905,906],{},"Open forms in kiosk",[487,908,909],{},"Opens each unsigned linked form in a kiosk-mode tab to hand to the client",[472,911,912,917],{},[487,913,914],{},[39,915,916],{},"Resend confirmation",[487,918,919],{},"Re-sends the booking confirmation",[472,921,922,927],{},[487,923,924],{},[39,925,926],{},"Open chart",[487,928,929],{},"Jumps to the clinical chart",[472,931,932,941],{},[487,933,934,937,938],{},[39,935,936],{},"Reschedule"," \u002F ",[39,939,940],{},"Reschedule by date",[487,942,943,944],{},"Move the booking — see ",[148,945,947],{"href":946},"\u002Fhelp\u002Fcalendar\u002Freschedule-cancel-and-no-shows","Reschedule, cancel, and mark a no-show",[472,949,950,955],{},[487,951,952],{},[39,953,954],{},"Mark complete (no charge)",[487,956,957],{},"Completes without a sale",[472,959,960,965],{},[487,961,962],{},[39,963,964],{},"Rebook client",[487,966,967],{},"Starts the next booking for this client",[472,969,970,975],{},[487,971,972],{},[39,973,974],{},"Automations",[487,976,977],{},"Per-appointment reminder overrides",[472,979,980,985],{},[487,981,982],{},[39,983,984],{},"View activity",[487,986,987],{},"The appointment's audit trail — who did what, when",[400,989,990],{},[11,991,992,994,995,997],{},[39,993,906],{}," tells you exactly where you stand: it toasts ",[39,996,135],{}," when there's nothing left, and names the missing client if none is attached.",[20,999,155],{"id":154},[28,1001,1003],{"id":1002},"how-do-i-mark-an-appointment-as-completed","How do I mark an appointment as completed?",[11,1005,1006,1007,84],{},"Check the client out — completing the sale completes the appointment. For a visit with nothing to charge, use ",[39,1008,715],{},[28,1010,1012],{"id":1011},"who-can-see-the-internal-note","Who can see the internal note?",[11,1014,1015,1016,1018],{},"Staff only. It never appears in client emails, the client portal, or on receipts. The ",[39,1017,858],{}," note is the one the client wrote when booking.",[28,1020,1022],{"id":1021},"how-do-i-see-whether-the-client-was-emailed","How do I see whether the client was emailed?",[11,1024,1025,1028],{},[39,1026,1027],{},"⋮ → View activity"," lists lifecycle events with who (or what — \"Automation\", \"Scheduled job\") triggered them.",[28,1030,1032],{"id":1031},"why-is-checkout-missing","Why is Checkout missing?",[11,1034,1035,1036,1038],{},"Either the appointment isn't at a checkout-eligible stage, a sale already exists (",[39,1037,773],{}," shows instead), or your role lacks checkout permission.",{"title":189,"searchDepth":190,"depth":190,"links":1040},[1041,1042,1047,1048,1049],{"id":660,"depth":190,"text":661},{"id":731,"depth":190,"text":732,"children":1043},[1044,1045,1046],{"id":737,"depth":195,"text":145},{"id":750,"depth":195,"text":751},{"id":255,"depth":195,"text":764},{"id":777,"depth":190,"text":778},{"id":861,"depth":190,"text":862},{"id":154,"depth":190,"text":155,"children":1050},[1051,1052,1053,1054],{"id":1002,"depth":195,"text":1003},{"id":1011,"depth":195,"text":1012},{"id":1021,"depth":195,"text":1022},{"id":1031,"depth":195,"text":1032},"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",[1058,1059,1060,1061,1062,1063],"open appointment details","check in a client","change appointment status","mark appointment complete","resend confirmation email","appointment activity log",{},110,[946,1067,727],"\u002Fhelp\u002Fcheckout\u002Ftake-a-payment",{"title":648,"description":1055},"help\u002Fcalendar\u002Fthe-appointment-detail-panel","Zl1s_daIBi17AggWTKK-z1fabuNv5rryLsOfT9jZ5OI",1790218956955]