[{"data":1,"prerenderedAt":1302},["ShallowReactive",2],{"help:\u002Fhelp\u002Fcalendar\u002Fthe-appointment-detail-panel":3,"help-all-categories":461,"help-cat-articles:\u002Fhelp\u002Fcalendar\u002Fthe-appointment-detail-panel":580,"help-related:\u002Fhelp\u002Fcalendar\u002Fthe-appointment-detail-panel":581},{"id":4,"title":5,"audience":6,"body":7,"category":439,"description":440,"draft":441,"extension":442,"icon":443,"keywords":444,"meta":451,"navigation":452,"order":453,"path":454,"related":455,"seo":457,"stem":458,"updatedAt":459,"__hash__":460},"help\u002Fhelp\u002Fcalendar\u002Fthe-appointment-detail-panel.md","What's in the appointment detail panel","clinic",{"type":8,"value":9,"toc":420},"minimark",[10,19,24,27,76,100,104,150,154,236,240,365,377,381,385,390,394,400,404,410,414],[11,12,13,14,18],"p",{},"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 ",[15,16,17],"strong",{},"⋮"," menu.",[20,21,23],"h2",{"id":22},"what-can-i-do-from-an-open-appointment","What can I do from an open appointment?",[11,25,26],{},"Two separate tracks run an appointment, and it helps to keep them apart:",[28,29,30,46],"table",{},[31,32,33],"thead",{},[34,35,36,40,43],"tr",{},[37,38,39],"th",{},"Track",[37,41,42],{},"Values",[37,44,45],{},"Where",[47,48,49,63],"tbody",{},[34,50,51,57,60],{},[52,53,54],"td",{},[15,55,56],{},"Booking status",[52,58,59],{},"Booked → Confirmed → Completed, or No-show \u002F Cancelled",[52,61,62],{},"The status dropdown at the top",[34,64,65,70,73],{},[52,66,67],{},[15,68,69],{},"Arrival stage",[52,71,72],{},"Check in → Start service → In service",[52,74,75],{},"Buttons in the panel footer",[11,77,78,81,82,85,86,89,90,93,94,99],{},[15,79,80],{},"Completed"," is never set from the status dropdown — an appointment completes when its checkout closes, or via ",[15,83,84],{},"⋮ → Mark complete (no charge)",". Choosing ",[15,87,88],{},"No-show"," or ",[15,91,92],{},"Cancelled"," opens the matching confirmation dialog, with its money and ",[95,96,98],"a",{"href":97},"\u002Fhelp\u002Fcalendar\u002Fchoose-what-the-client-is-told","notification choices",".",[20,101,103],{"id":102},"the-front-desk-lifecycle","The front-desk lifecycle",[105,106,107,112,122,126,136,140],"steps",{},[108,109,111],"h3",{"id":110},"check-in","Check in",[11,113,114,115,117,118,121],{},"When the client arrives, press ",[15,116,111],{}," in the footer. If they're early, a dialog — ",[15,119,120],{},"Earlier than scheduled"," — asks you to confirm before proceeding.",[108,123,125],{"id":124},"start-service","Start service",[11,127,128,129,131,132,135],{},"Press ",[15,130,125],{}," when they go through. The panel then shows a pulsing ",[15,133,134],{},"In service"," pill instead of a button.",[108,137,139],{"id":138},"checkout","Checkout",[11,141,142,143,145,146,149],{},"When the visit is done, ",[15,144,139],{}," opens the sale with the client, services and provider already attached. If a sale already exists you'll see ",[15,147,148],{},"View sale"," instead. Staff without checkout permission see a hint that the front desk can ring it up.",[20,151,153],{"id":152},"what-the-panel-shows","What the panel shows",[155,156,157,183,199,209,223],"ul",{},[158,159,160,163,164,167,168,167,171,167,174,167,177,167,180,99],"li",{},[15,161,162],{},"Client header"," — visit count and lifetime spend tiles, memberships, packages with sessions left, date of birth, tags, and quick actions: ",[15,165,166],{},"Call",", ",[15,169,170],{},"Email",[15,172,173],{},"Messages",[15,175,176],{},"View profile",[15,178,179],{},"Edit client details",[15,181,182],{},"Add tag",[158,184,185,188,189,167,192,167,195,198],{},[15,186,187],{},"Clinical block"," — ",[15,190,191],{},"Staff alert",[15,193,194],{},"Allergies",[15,196,197],{},"Patch test"," status, and client notes. Fields your permissions hide render as masked, never as empty.",[158,200,201,204,205,208],{},[15,202,203],{},"Services"," — every service with duration and price, any deal or discount attached, plus ",[15,206,207],{},"Add service"," to extend the visit.",[158,210,211,214,215,218,219,222],{},[15,212,213],{},"Payment"," — an estimated summary: subtotal, discounts, tax, card processing fee, tip, what's paid or held as deposit, and ",[15,216,217],{},"To pay",". ",[15,220,221],{},"View breakdown"," expands the full arithmetic.",[158,224,225,228,229,232,233,99],{},[15,226,227],{},"Notes"," — the ",[15,230,231],{},"Internal note (staff only)"," and anything ",[15,234,235],{},"From the client",[20,237,239],{"id":238},"the-menu","The ⋮ menu",[28,241,242,252],{},[31,243,244],{},[34,245,246,249],{},[37,247,248],{},"Action",[37,250,251],{},"What it does",[47,253,254,267,277,287,297,307,325,335,345,355],{},[34,255,256,261],{},[52,257,258],{},[15,259,260],{},"Add \u002F Edit internal note",[52,262,263,264],{},"Staff-only note; optionally ",[15,265,266],{},"Also pin to client",[34,268,269,274],{},[52,270,271],{},[15,272,273],{},"Start consultation (tablet)",[52,275,276],{},"Opens the consultation flow",[34,278,279,284],{},[52,280,281],{},[15,282,283],{},"Open forms in kiosk",[52,285,286],{},"Opens each unsigned linked form in a kiosk-mode tab to hand to the client",[34,288,289,294],{},[52,290,291],{},[15,292,293],{},"Resend confirmation",[52,295,296],{},"Re-sends the booking confirmation",[34,298,299,304],{},[52,300,301],{},[15,302,303],{},"Open chart",[52,305,306],{},"Jumps to the clinical chart",[34,308,309,318],{},[52,310,311,314,315],{},[15,312,313],{},"Reschedule"," \u002F ",[15,316,317],{},"Reschedule by date",[52,319,320,321],{},"Move the booking — see ",[95,322,324],{"href":323},"\u002Fhelp\u002Fcalendar\u002Freschedule-cancel-and-no-shows","Reschedule, cancel, and mark a no-show",[34,326,327,332],{},[52,328,329],{},[15,330,331],{},"Mark complete (no charge)",[52,333,334],{},"Completes without a sale",[34,336,337,342],{},[52,338,339],{},[15,340,341],{},"Rebook client",[52,343,344],{},"Starts the next booking for this client",[34,346,347,352],{},[52,348,349],{},[15,350,351],{},"Automations",[52,353,354],{},"Per-appointment reminder overrides",[34,356,357,362],{},[52,358,359],{},[15,360,361],{},"View activity",[52,363,364],{},"The appointment's audit trail — who did what, when",[366,367,368],"tip",{},[11,369,370,372,373,376],{},[15,371,283],{}," tells you exactly where you stand: it toasts ",[15,374,375],{},"All forms signed"," when there's nothing left, and names the missing client if none is attached.",[20,378,380],{"id":379},"common-questions","Common questions",[108,382,384],{"id":383},"how-do-i-mark-an-appointment-as-completed","How do I mark an appointment as completed?",[11,386,387,388,99],{},"Check the client out — completing the sale completes the appointment. For a visit with nothing to charge, use ",[15,389,84],{},[108,391,393],{"id":392},"who-can-see-the-internal-note","Who can see the internal note?",[11,395,396,397,399],{},"Staff only. It never appears in client emails, the client portal, or on receipts. The ",[15,398,235],{}," note is the one the client wrote when booking.",[108,401,403],{"id":402},"how-do-i-see-whether-the-client-was-emailed","How do I see whether the client was emailed?",[11,405,406,409],{},[15,407,408],{},"⋮ → View activity"," lists lifecycle events with who (or what — \"Automation\", \"Scheduled job\") triggered them.",[108,411,413],{"id":412},"why-is-checkout-missing","Why is Checkout missing?",[11,415,416,417,419],{},"Either the appointment isn't at a checkout-eligible stage, a sale already exists (",[15,418,148],{}," shows instead), or your role lacks checkout permission.",{"title":421,"searchDepth":422,"depth":422,"links":423},"",2,[424,425,431,432,433],{"id":22,"depth":422,"text":23},{"id":102,"depth":422,"text":103,"children":426},[427,429,430],{"id":110,"depth":428,"text":111},3,{"id":124,"depth":428,"text":125},{"id":138,"depth":428,"text":139},{"id":152,"depth":422,"text":153},{"id":238,"depth":422,"text":239},{"id":379,"depth":422,"text":380,"children":434},[435,436,437,438],{"id":383,"depth":428,"text":384},{"id":392,"depth":428,"text":393},{"id":402,"depth":428,"text":403},{"id":412,"depth":428,"text":413},"calendar","Open an appointment to check clients in, change status, add services, see payments and forms, and reach every appointment action.",false,"md","i-lucide-panel-right-open",[445,446,447,448,449,450],"open appointment details","check in a client","change appointment status","mark appointment complete","resend confirmation email","appointment activity log",{},true,110,"\u002Fhelp\u002Fcalendar\u002Fthe-appointment-detail-panel",[323,456,97],"\u002Fhelp\u002Fcheckout\u002Ftake-a-payment",{"title":5,"description":440},"help\u002Fcalendar\u002Fthe-appointment-detail-panel","2026-08-14","Zl1s_daIBi17AggWTKK-z1fabuNv5rryLsOfT9jZ5OI",[462,473,481,489,499,509,519,529,539,549,559,570],{"id":463,"title":464,"audience":6,"description":465,"extension":466,"icon":467,"meta":468,"order":469,"slug":470,"stem":471,"__hash__":472},"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":474,"title":475,"audience":6,"description":476,"extension":466,"icon":477,"meta":478,"order":422,"slug":439,"stem":479,"__hash__":480},"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":482,"title":483,"audience":6,"description":484,"extension":466,"icon":485,"meta":486,"order":428,"slug":138,"stem":487,"__hash__":488},"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",{},"help\u002Fcategories\u002Fcheckout","4PQPgJd7Z25g0SvtoqqdMlnzk3DlcJpaZhNAiNiYVW0",{"id":490,"title":491,"audience":6,"description":492,"extension":466,"icon":493,"meta":494,"order":495,"slug":496,"stem":497,"__hash__":498},"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":500,"title":501,"audience":6,"description":502,"extension":466,"icon":503,"meta":504,"order":505,"slug":506,"stem":507,"__hash__":508},"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":510,"title":511,"audience":6,"description":512,"extension":466,"icon":513,"meta":514,"order":515,"slug":516,"stem":517,"__hash__":518},"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":520,"title":521,"audience":6,"description":522,"extension":466,"icon":523,"meta":524,"order":525,"slug":526,"stem":527,"__hash__":528},"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":530,"title":531,"audience":6,"description":532,"extension":466,"icon":533,"meta":534,"order":535,"slug":536,"stem":537,"__hash__":538},"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":540,"title":541,"audience":6,"description":542,"extension":466,"icon":543,"meta":544,"order":545,"slug":546,"stem":547,"__hash__":548},"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":550,"title":551,"audience":6,"description":552,"extension":466,"icon":553,"meta":554,"order":555,"slug":556,"stem":557,"__hash__":558},"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":560,"title":561,"audience":562,"description":563,"extension":466,"icon":564,"meta":565,"order":566,"slug":567,"stem":568,"__hash__":569},"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":571,"title":572,"audience":562,"description":573,"extension":466,"icon":574,"meta":575,"order":576,"slug":577,"stem":578,"__hash__":579},"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",[],[582,788,1074],{"id":583,"title":324,"audience":6,"body":584,"category":439,"description":775,"draft":441,"extension":442,"icon":776,"keywords":777,"meta":778,"navigation":452,"order":779,"path":323,"related":780,"seo":784,"stem":785,"updatedAt":786,"__hash__":787},"help\u002Fhelp\u002Fcalendar\u002Freschedule-cancel-and-no-shows.md",{"type":8,"value":585,"toc":759},[586,589,593,604,607,610,636,643,648,652,657,661,664,684,687,691,698,708,711,715,718,721,726,729,734,738,741,745],[11,587,588],{},"Every change to a booking happens from the appointment panel — click the block on the calendar to open it.",[20,590,592],{"id":591},"check-a-client-in","Check a client in",[11,594,595,596,599,600,603],{},"The front desk lifecycle runs ",[15,597,598],{},"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 ",[15,601,602],{},"Today",", so anyone can see who has arrived without asking.",[11,605,606],{},"You can undo a stage if you tap ahead by mistake.",[20,608,313],{"id":609},"reschedule",[105,611,612,616,619,623,629,633],{},[108,613,615],{"id":614},"drag-the-block","Drag the block",[11,617,618],{},"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.",[108,620,622],{"id":621},"or-use-the-panel","Or use the panel",[11,624,625,626,628],{},"Open the appointment and choose ",[15,627,313],{}," for a date further out than the current view, or when you want to pick from open slots rather than eyeball the grid.",[108,630,632],{"id":631},"confirm","Confirm",[11,634,635],{},"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.",[11,637,638,639,642],{},"An ",[15,640,641],{},"Undo"," appears briefly after a move — one click puts it back.",[366,644,645],{},[11,646,647],{},"Rescheduling keeps the same appointment, so the client's history stays a single thread rather than a cancellation plus a new booking.",[20,649,651],{"id":650},"cancel","Cancel",[11,653,625,654,656],{},[15,655,651],{},". You'll be asked for a reason, and — depending on the booking — for two money decisions.",[108,658,660],{"id":659},"the-deposit","The deposit",[11,662,663],{},"If a deposit was captured when the booking was made, you decide what happens to it:",[155,665,666,672,678],{},[158,667,668,671],{},[15,669,670],{},"Refund"," — the deposit goes back to the client",[158,673,674,677],{},[15,675,676],{},"Forfeit"," — you keep it, as the late-cancellation charge",[158,679,680,683],{},[15,681,682],{},"Leave it"," — take no action now and resolve it later",[11,685,686],{},"Whichever you pick, a payment record and an audit entry are written. The money is never silently kept or silently lost.",[108,688,690],{"id":689},"the-fee","The fee",[11,692,693,694,697],{},"If your business has a late-cancellation fee configured, you can also charge it. ",[15,695,696],{},"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.",[699,700,701],"warning",{},[11,702,703,704,707],{},"A forfeited deposit is credited against the fee. Owneli will not charge the full fee ",[15,705,706],{},"and"," keep the full deposit for the same cancellation.",[11,709,710],{},"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.",[108,712,714],{"id":713},"filling-the-slot","Filling the slot",[11,716,717],{},"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.",[20,719,88],{"id":720},"no-show",[11,722,625,723,725],{},[15,724,88],{},". The slot is released immediately so a walk-in can take it, and the no-show is recorded against the client.",[11,727,728],{},"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.",[699,730,731],{},[11,732,733],{},"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.",[20,735,737],{"id":736},"what-the-client-sees","What the client sees",[11,739,740],{},"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.",[20,742,744],{"id":743},"reporting-on-this","Reporting on this",[155,746,747,753],{},[158,748,749,752],{},[15,750,751],{},"Growth → Reports → Cancellations & no-shows"," — no-show rate by client, service and provider",[158,754,755,758],{},[15,756,757],{},"Growth → Reports → Cancellation & no-show fees"," — every fee charged, with the appointment behind it",{"title":421,"searchDepth":422,"depth":422,"links":760},[761,762,767,772,773,774],{"id":591,"depth":422,"text":592},{"id":609,"depth":422,"text":313,"children":763},[764,765,766],{"id":614,"depth":428,"text":615},{"id":621,"depth":428,"text":622},{"id":631,"depth":428,"text":632},{"id":650,"depth":422,"text":651,"children":768},[769,770,771],{"id":659,"depth":428,"text":660},{"id":689,"depth":428,"text":690},{"id":713,"depth":428,"text":714},{"id":720,"depth":422,"text":88},{"id":736,"depth":422,"text":737},{"id":743,"depth":422,"text":744},"Move a booking, cancel it cleanly, handle the deposit, and decide whether a fee is charged.","i-lucide-calendar-x",[],{},30,[781,782,783],"\u002Fhelp\u002Fcalendar\u002Fbook-an-appointment","\u002Fhelp\u002Fcheckout\u002Fdeposits-and-cancellation-fees","\u002Fhelp\u002Fcalendar\u002Fblock-time-and-the-waitlist",{"title":324,"description":775},"help\u002Fcalendar\u002Freschedule-cancel-and-no-shows","2026-09-01","0oa_4sNZKD0C8C1urXvUS38btlJ0G3kYyxFsjl-QiNQ",{"id":789,"title":790,"audience":6,"body":791,"category":138,"description":1062,"draft":441,"extension":442,"icon":1063,"keywords":1064,"meta":1065,"navigation":452,"order":555,"path":456,"related":1066,"seo":1070,"stem":1071,"updatedAt":1072,"__hash__":1073},"help\u002Fhelp\u002Fcheckout\u002Ftake-a-payment.md","Take a payment",{"type":8,"value":792,"toc":1052},[793,799,803,806,817,827,831,834,837,840,860,865,869,872,976,990,994,997,1000,1003,1006,1012,1015,1019,1022,1026,1036,1040,1043],[11,794,795,796,99],{},"Everything you sell — services, retail products, memberships, packages, gift cards — goes through one cart. Checkout runs in three steps: ",[15,797,798],{},"Cart → Tip → Payment",[20,800,802],{"id":801},"start-a-sale","Start a sale",[11,804,805],{},"Two ways in:",[155,807,808,814],{},[158,809,810,813],{},[15,811,812],{},"POS → Sell",", then start a new sale. Use this for a walk-in buying product, or a gift card.",[158,815,816],{},"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.",[11,818,819,820,823,824,99],{},"An open sale can be left and picked up later: ",[15,821,822],{},"Save as draft"," parks it, and you resume it from ",[15,825,826],{},"POS",[20,828,830],{"id":829},"build-the-cart","Build the cart",[11,832,833],{},"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.",[11,835,836],{},"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.",[11,838,839],{},"From the sale menu you can also:",[155,841,842,848,854],{},[158,843,844,847],{},[15,845,846],{},"Add cart discount"," — a fixed amount, a percentage, or a configured deal code. Discounts apply to their scoped subtotal and the total updates immediately.",[158,849,850,853],{},[15,851,852],{},"Add service charge"," — an auto-gratuity or surcharge line, if your business uses them.",[158,855,856,859],{},[15,857,858],{},"Add a sale note"," — internal, kept with the sale.",[699,861,862],{},[11,863,864],{},"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.",[20,866,868],{"id":867},"choose-a-tender","Choose a tender",[11,870,871],{},"Only the tenders that can actually settle this sale are offered:",[28,873,874,884],{},[31,875,876],{},[34,877,878,881],{},[37,879,880],{},"Tender",[37,882,883],{},"What it is",[47,885,886,896,906,916,926,936,946,956,966],{},[34,887,888,893],{},[52,889,890],{},[15,891,892],{},"Card on file",[52,894,895],{},"Charge the client's saved card. Leads the list when there is one, because it's the fastest.",[34,897,898,903],{},[52,899,900],{},[15,901,902],{},"External terminal",[52,904,905],{},"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.",[34,907,908,913],{},[52,909,910],{},[15,911,912],{},"Cash",[52,914,915],{},"Enter what they handed over; change due is calculated for you.",[34,917,918,923],{},[52,919,920],{},[15,921,922],{},"Check",[52,924,925],{},"Recorded like cash.",[34,927,928,933],{},[52,929,930],{},[15,931,932],{},"Gift card",[52,934,935],{},"Enter the code. The card's balance is applied, capped at the balance.",[34,937,938,943],{},[52,939,940],{},[15,941,942],{},"Membership balance",[52,944,945],{},"Spend down an account-balance membership's wallet.",[34,947,948,953],{},[52,949,950],{},[15,951,952],{},"Package",[52,954,955],{},"Redeem a prepaid session against an eligible service line.",[34,957,958,963],{},[52,959,960],{},[15,961,962],{},"Membership",[52,964,965],{},"Redeem an included session from a service-credit membership.",[34,967,968,973],{},[52,969,970],{},[15,971,972],{},"Self checkout",[52,974,975],{},"Text or email a secure link — the client enters their own card on your branded page.",[977,978,979],"note",{},[11,980,981,982,985,986,989],{},"A cart that ",[15,983,984],{},"sells"," a gift card can't be ",[15,987,988],{},"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.",[20,991,993],{"id":992},"splitting-across-tenders","Splitting across tenders",[11,995,996],{},"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.",[11,998,999],{},"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.",[11,1001,1002],{},"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.",[20,1004,972],{"id":1005},"self-checkout",[11,1007,1008,1009,1011],{},"Choose ",[15,1010,972],{},", 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.",[11,1013,1014],{},"Needs a client attached, a balance to collect, and a connected payment processor.",[20,1016,1018],{"id":1017},"card-surcharges","Card surcharges",[11,1020,1021],{},"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.",[20,1023,1025],{"id":1024},"when-the-client-cant-pay-today","When the client can't pay today",[11,1027,1028,1031,1032,1035],{},[15,1029,1030],{},"Save as unpaid"," completes the sale and leaves the balance owing. The sale shows as ",[15,1033,1034],{},"Completed · balance due",", and you collect the balance later from the same sale.",[20,1037,1039],{"id":1038},"close-out","Close out",[11,1041,1042],{},"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.",[366,1044,1045],{},[11,1046,1047,1048,1051],{},"Cancelling a sale voids the cart and its lines. It does ",[15,1049,1050],{},"not"," touch the appointment — you can start a fresh checkout for the same visit afterwards.",{"title":421,"searchDepth":422,"depth":422,"links":1053},[1054,1055,1056,1057,1058,1059,1060,1061],{"id":801,"depth":422,"text":802},{"id":829,"depth":422,"text":830},{"id":867,"depth":422,"text":868},{"id":992,"depth":422,"text":993},{"id":1005,"depth":422,"text":972},{"id":1017,"depth":422,"text":1018},{"id":1024,"depth":422,"text":1025},{"id":1038,"depth":422,"text":1039},"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",[],{},[1067,1068,1069],"\u002Fhelp\u002Fcheckout\u002Ftips","\u002Fhelp\u002Fcheckout\u002Frefunds-and-the-cash-drawer","\u002Fhelp\u002Fretail\u002Fgift-cards",{"title":790,"description":1062},"help\u002Fcheckout\u002Ftake-a-payment","2026-07-26","bRjO-9Pm_e54NESUrnbW45Q_fIOb94VnzOKzG6EkvIU",{"id":1075,"title":1076,"audience":6,"body":1077,"category":439,"description":1286,"draft":441,"extension":442,"icon":1287,"keywords":1288,"meta":1295,"navigation":452,"order":1296,"path":97,"related":1297,"seo":1299,"stem":1300,"updatedAt":459,"__hash__":1301},"help\u002Fhelp\u002Fcalendar\u002Fchoose-what-the-client-is-told.md","Choose whether the client is notified when you cancel or reschedule",{"type":8,"value":1078,"toc":1274},[1079,1090,1094,1104,1108,1191,1194,1198,1201,1216,1219,1227,1231,1238,1240,1244,1247,1251,1254,1258,1264,1268],[11,1080,1081,1082,1085,1086,1089],{},"When you cancel, mark a no-show, or reschedule, a ",[15,1083,1084],{},"Let the client know"," checkbox (or ",[15,1087,1088],{},"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.",[20,1091,1093],{"id":1092},"can-i-cancel-an-appointment-without-emailing-the-client","Can I cancel an appointment without emailing the client?",[11,1095,1096,1097,1099,1100,1103],{},"Yes. Untick ",[15,1098,1084],{}," 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 ",[15,1101,1102],{},"\"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.",[20,1105,1107],{"id":1106},"where-the-choice-appears","Where the choice appears",[28,1109,1110,1121],{},[31,1111,1112],{},[34,1113,1114,1116,1118],{},[37,1115,248],{},[37,1117,45],{},[37,1119,1120],{},"Default",[47,1122,1123,1136,1148,1162,1176],{},[34,1124,1125,1130,1133],{},[52,1126,1127,1129],{},[15,1128,651],{}," an appointment",[52,1131,1132],{},"The cancel dialog, under the fee and deposit choices",[52,1134,1135],{},"On — the email sends",[34,1137,1138,1142,1145],{},[52,1139,1140],{},[15,1141,88],{},[52,1143,1144],{},"The \"Mark this appointment as a no-show?\" dialog",[52,1146,1147],{},"Off — no email",[34,1149,1150,1156,1159],{},[52,1151,1152,1153],{},"Cancel or no-show a ",[15,1154,1155],{},"party",[52,1157,1158],{},"The \"Cancel entire group?\" \u002F \"No-show entire party?\" dialog",[52,1160,1161],{},"On for cancel, off for no-show",[34,1163,1164,1170,1173],{},[52,1165,1166,1167],{},"Cancel a ",[15,1168,1169],{},"recurring series",[52,1171,1172],{},"The same cancel dialog — the series inherits your choice",[52,1174,1175],{},"On",[34,1177,1178,1182,1188],{},[52,1179,1180],{},[15,1181,313],{},[52,1183,1184,1187],{},[15,1185,1186],{},"Notify client about the new time"," in the reschedule panel",[52,1189,1190],{},"On, and your last choice is remembered",[11,1192,1193],{},"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.",[20,1195,1197],{"id":1196},"when-notification-is-automatic","When notification is automatic",[11,1199,1200],{},"Owneli overrides an unticked box and sends the notice whenever the action took the client's money:",[155,1202,1203,1210],{},[158,1204,1205,1206,1209],{},"A ",[15,1207,1208],{},"late-cancellation or no-show fee"," was charged to the card on file",[158,1211,1205,1212,1215],{},[15,1213,1214],{},"deposit was kept"," (forfeited) instead of refunded",[11,1217,1218],{},"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.",[699,1220,1221],{},[11,1222,1223,1224,1226],{},"Suppressing the notice only suppresses the message to the ",[15,1225,562],{},". The fee or deposit action still happens, the audit log still records the change, and the assigned provider is still notified.",[20,1228,1230],{"id":1229},"what-counts-as-a-reschedule-notice","What counts as a reschedule notice",[11,1232,1233,1234,1237],{},"Only a change to the ",[15,1235,1236],{},"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.",[20,1239,380],{"id":379},[108,1241,1243],{"id":1242},"why-did-the-client-get-an-email-when-i-unticked-the-box","Why did the client get an email when I unticked the box?",[11,1245,1246],{},"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.",[108,1248,1250],{"id":1249},"does-unticking-also-stop-the-sms","Does unticking also stop the SMS?",[11,1252,1253],{},"Yes. The SMS for a lifecycle event only fires after its email is sent, so suppressing the email suppresses both.",[108,1255,1257],{"id":1256},"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?",[11,1259,1260,1261,1263],{},"No. One cancellation notice is sent for the earliest upcoming visit, standing in for the whole series — if you left ",[15,1262,1084],{}," ticked.",[108,1265,1267],{"id":1266},"does-skipping-the-notice-skip-the-cancellation-fee-too","Does skipping the notice skip the cancellation fee too?",[11,1269,1270,1271,99],{},"No. The fee and deposit decisions are separate controls in the same dialog. See ",[95,1272,1273],{"href":782},"Deposits, cancellation and no-show fees",{"title":421,"searchDepth":422,"depth":422,"links":1275},[1276,1277,1278,1279,1280],{"id":1092,"depth":422,"text":1093},{"id":1106,"depth":422,"text":1107},{"id":1196,"depth":422,"text":1197},{"id":1229,"depth":422,"text":1230},{"id":379,"depth":422,"text":380,"children":1281},[1282,1283,1284,1285],{"id":1242,"depth":428,"text":1243},{"id":1249,"depth":428,"text":1250},{"id":1256,"depth":428,"text":1257},{"id":1266,"depth":428,"text":1267},"Control the \"Let the client know\" checkbox on cancellations, no-shows and reschedules — and learn when Owneli emails the client anyway.","i-lucide-mail-question",[1289,1290,1291,1292,1293,1294],"cancel appointment without notifying client","let the client know checkbox","stop cancellation email","no show notification","reschedule email to client","why did the client get an email",{},35,[323,782,1298],"\u002Fhelp\u002Fcalendar\u002Fmanage-a-recurring-series",{"title":1076,"description":1286},"help\u002Fcalendar\u002Fchoose-what-the-client-is-told","4dG9yZMaRiMNzeklS5QKMCqal9AuU5X79qSzkptVv-8",1790218957175]