[{"data":1,"prerenderedAt":1183},["ShallowReactive",2],{"help:\u002Fhelp\u002Fcheckout\u002Fcreate-and-send-a-quote":3,"help-all-categories":297,"help-cat-articles:\u002Fhelp\u002Fcheckout\u002Fcreate-and-send-a-quote":417,"help-related:\u002Fhelp\u002Fcheckout\u002Fcreate-and-send-a-quote":418},{"id":4,"title":5,"audience":6,"body":7,"category":273,"description":274,"draft":275,"extension":276,"icon":277,"keywords":278,"meta":285,"navigation":286,"order":287,"path":288,"related":289,"seo":293,"stem":294,"updatedAt":295,"__hash__":296},"help\u002Fhelp\u002Fcheckout\u002Fcreate-and-send-a-quote.md","Create and send a quote","clinic",{"type":8,"value":9,"toc":253},"minimark",[10,14,19,104,108,123,126,130,200,203,209,213,217,226,230,233,237,243,247],[11,12,13],"p",{},"When a caller asks \"what would it cost to…\", build a quote: price one or more service combinations, then text or email them a link. The client sees a branded estimate and books the option they want — the quote converts into an appointment, not a bill.",[15,16,18],"h2",{"id":17},"how-do-i-quote-a-price-for-a-caller","How do I quote a price for a caller?",[20,21,22,27,39,43,54,58,67,71,85,89],"steps",{},[23,24,26],"h3",{"id":25},"start-a-quote","Start a quote",[11,28,29,30,34,35,38],{},"Open ",[31,32,33],"strong",{},"POS → Quotes"," and press ",[31,36,37],{},"New quote",".",[23,40,42],{"id":41},"price-the-first-option","Price the first option",[11,44,45,46,49,50,53],{},"Pick the services the caller asked about — subtotal, any ",[31,47,48],{},"Deal",", tax and total price live as you build. Give the option a headline with ",[31,51,52],{},"Option label"," if the service names alone don't tell the story.",[23,55,57],{"id":56},"add-alternatives-if-useful","Add alternatives if useful",[11,59,60,63,64,38],{},[31,61,62],{},"Set aside & price another option"," starts a second combination — \"the express version vs the full course\" — up to six options on one quote. When you're done, ",[31,65,66],{},"Continue to send",[23,68,70],{"id":69},"say-who-its-for","Say who it's for",[11,72,73,76,77,80,81,84],{},[31,74,75],{},"Who is this for?"," — toggle ",[31,78,79],{},"New caller"," (name + phone) or ",[31,82,83],{},"Existing client"," (search by name, phone, or email).",[23,86,88],{"id":87},"confirm-consent-and-send","Confirm consent and send",[11,90,91,92,95,96,99,100,103],{},"Tick ",[31,93,94],{},"The caller asked us to text this estimate"," — it's required; estimates only go to people who asked. Press ",[31,97,98],{},"Send quote",". It texts the link, falling back to email when there's no SMS consent, and you can always ",[31,101,102],{},"Copy link"," and share it yourself.",[15,105,107],{"id":106},"what-the-client-sees","What the client sees",[11,109,110,111,114,115,118,119,122],{},"A branded ",[31,112,113],{},"Your estimate"," page: each option with its services, durations, any deal, and the price breakdown, plus \"Valid through {date}\" and a disclaimer that final pricing may vary with the consultation. One option ends in ",[31,116,117],{},"Book now","; several become a pick-one list with a ",[31,120,121],{},"Book {option} — {total}"," button.",[11,124,125],{},"Booking an option deep-links into your online booking flow with the choice carried along. Once any option is booked, the whole quote closes — the other options stop offering booking.",[15,127,129],{"id":128},"quote-statuses","Quote statuses",[131,132,133,146],"table",{},[134,135,136],"thead",{},[137,138,139,143],"tr",{},[140,141,142],"th",{},"Status",[140,144,145],{},"Meaning",[147,148,149,160,170,180,190],"tbody",{},[137,150,151,157],{},[152,153,154],"td",{},[31,155,156],{},"Draft",[152,158,159],{},"Built but not delivered (delivery failed — copy the link instead)",[137,161,162,167],{},[152,163,164],{},[31,165,166],{},"Sent",[152,168,169],{},"Delivered by text or email",[137,171,172,177],{},[152,173,174],{},[31,175,176],{},"Viewed",[152,178,179],{},"The client opened the link",[137,181,182,187],{},[152,183,184],{},[31,185,186],{},"Booked",[152,188,189],{},"An option was booked — the quote's job is done",[137,191,192,197],{},[152,193,194],{},[31,195,196],{},"Expired",[152,198,199],{},"Passed its valid-through date (30 days, or sooner when an included deal ends first)",[11,201,202],{},"An expired quote isn't a dead end for the client — the page invites them to get in touch for a fresh estimate.",[204,205,206],"warning",{},[11,207,208],{},"A quote can't be edited after sending — the price a client was shown stays the price they were shown. Need to change it? Build a new quote and send that.",[15,210,212],{"id":211},"common-questions","Common questions",[23,214,216],{"id":215},"is-a-quote-a-payment-request","Is a quote a payment request?",[11,218,219,220,225],{},"No. Nothing is charged from a quote — booking the option runs your normal online-booking flow, including any deposit your ",[221,222,224],"a",{"href":223},"\u002Fhelp\u002Fcheckout\u002Fdeposits-and-cancellation-fees","payment policy"," requires there.",[23,227,229],{"id":228},"why-does-it-say-it-emailed-instead-of-texting","Why does it say it emailed instead of texting?",[11,231,232],{},"The client has no SMS consent on file, so the estimate went by email instead — the send screen warns you beforehand.",[23,234,236],{"id":235},"can-i-resend-a-quote","Can I resend a quote?",[11,238,239,240,242],{},"An unbooked, unexpired quote's link keeps working — grab it with ",[31,241,102],{}," on the send screen before closing the builder. The quotes list itself is read-only; once you've left the builder, the practical route is a fresh quote.",[23,244,246],{"id":245},"the-caller-isnt-a-client-yet-do-i-have-to-create-them-first","The caller isn't a client yet — do I have to create them first?",[11,248,249,250,252],{},"No. Choose ",[31,251,79],{}," with a name and phone; a client record is created from the quote so the eventual booking lands on the right history.",{"title":254,"searchDepth":255,"depth":255,"links":256},"",2,[257,265,266,267],{"id":17,"depth":255,"text":18,"children":258},[259,261,262,263,264],{"id":25,"depth":260,"text":26},3,{"id":41,"depth":260,"text":42},{"id":56,"depth":260,"text":57},{"id":69,"depth":260,"text":70},{"id":87,"depth":260,"text":88},{"id":106,"depth":255,"text":107},{"id":128,"depth":255,"text":129},{"id":211,"depth":255,"text":212,"children":268},[269,270,271,272],{"id":215,"depth":260,"text":216},{"id":228,"depth":260,"text":229},{"id":235,"depth":260,"text":236},{"id":245,"depth":260,"text":246},"checkout","Price up to six options for a caller, text or email the estimate link, and let them book the option they choose — straight from the quote.",false,"md","i-lucide-file-text",[279,280,281,282,283,284],"send price quote to client","estimate for caller salon","quote multiple options","text price estimate","quote expired what happens","convert quote to booking",{},true,110,"\u002Fhelp\u002Fcheckout\u002Fcreate-and-send-a-quote",[290,291,292],"\u002Fhelp\u002Fcheckout\u002Ftake-a-payment","\u002Fhelp\u002Fcalendar\u002Fbook-an-appointment","\u002Fhelp\u002Fcheckout\u002Fsales-history-and-receipts",{"title":5,"description":274},"help\u002Fcheckout\u002Fcreate-and-send-a-quote","2026-08-14","DWJzRaydzE2hzP7L8hfRg5t0rJPsLthOA6hPSe65HsY",[298,309,318,326,336,346,356,366,376,386,396,407],{"id":299,"title":300,"audience":6,"description":301,"extension":302,"icon":303,"meta":304,"order":305,"slug":306,"stem":307,"__hash__":308},"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":310,"title":311,"audience":6,"description":312,"extension":302,"icon":313,"meta":314,"order":255,"slug":315,"stem":316,"__hash__":317},"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",{},"calendar","help\u002Fcategories\u002Fcalendar","s5UMHzRIeTUFi7mdsOyuSluzJBp79U9WTsTpOtbaW-E",{"id":319,"title":320,"audience":6,"description":321,"extension":302,"icon":322,"meta":323,"order":260,"slug":273,"stem":324,"__hash__":325},"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":327,"title":328,"audience":6,"description":329,"extension":302,"icon":330,"meta":331,"order":332,"slug":333,"stem":334,"__hash__":335},"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":337,"title":338,"audience":6,"description":339,"extension":302,"icon":340,"meta":341,"order":342,"slug":343,"stem":344,"__hash__":345},"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":347,"title":348,"audience":6,"description":349,"extension":302,"icon":350,"meta":351,"order":352,"slug":353,"stem":354,"__hash__":355},"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":357,"title":358,"audience":6,"description":359,"extension":302,"icon":360,"meta":361,"order":362,"slug":363,"stem":364,"__hash__":365},"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":367,"title":368,"audience":6,"description":369,"extension":302,"icon":370,"meta":371,"order":372,"slug":373,"stem":374,"__hash__":375},"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":377,"title":378,"audience":6,"description":379,"extension":302,"icon":380,"meta":381,"order":382,"slug":383,"stem":384,"__hash__":385},"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":387,"title":388,"audience":6,"description":389,"extension":302,"icon":390,"meta":391,"order":392,"slug":393,"stem":394,"__hash__":395},"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":397,"title":398,"audience":399,"description":400,"extension":302,"icon":401,"meta":402,"order":403,"slug":404,"stem":405,"__hash__":406},"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":408,"title":409,"audience":399,"description":410,"extension":302,"icon":411,"meta":412,"order":413,"slug":414,"stem":415,"__hash__":416},"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",[],[419,708,908],{"id":420,"title":421,"audience":6,"body":422,"category":273,"description":696,"draft":275,"extension":276,"icon":697,"keywords":698,"meta":699,"navigation":286,"order":392,"path":290,"related":700,"seo":704,"stem":705,"updatedAt":706,"__hash__":707},"help\u002Fhelp\u002Fcheckout\u002Ftake-a-payment.md","Take a payment",{"type":8,"value":423,"toc":686},[424,430,434,437,450,460,464,467,470,473,493,498,502,505,609,623,627,630,633,636,639,645,648,652,655,659,669,673,676],[11,425,426,427,38],{},"Everything you sell — services, retail products, memberships, packages, gift cards — goes through one cart. Checkout runs in three steps: ",[31,428,429],{},"Cart → Tip → Payment",[15,431,433],{"id":432},"start-a-sale","Start a sale",[11,435,436],{},"Two ways in:",[438,439,440,447],"ul",{},[441,442,443,446],"li",{},[31,444,445],{},"POS → Sell",", then start a new sale. Use this for a walk-in buying product, or a gift card.",[441,448,449],{},"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.",[11,451,452,453,456,457,38],{},"An open sale can be left and picked up later: ",[31,454,455],{},"Save as draft"," parks it, and you resume it from ",[31,458,459],{},"POS",[15,461,463],{"id":462},"build-the-cart","Build the cart",[11,465,466],{},"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.",[11,468,469],{},"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.",[11,471,472],{},"From the sale menu you can also:",[438,474,475,481,487],{},[441,476,477,480],{},[31,478,479],{},"Add cart discount"," — a fixed amount, a percentage, or a configured deal code. Discounts apply to their scoped subtotal and the total updates immediately.",[441,482,483,486],{},[31,484,485],{},"Add service charge"," — an auto-gratuity or surcharge line, if your business uses them.",[441,488,489,492],{},[31,490,491],{},"Add a sale note"," — internal, kept with the sale.",[204,494,495],{},[11,496,497],{},"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.",[15,499,501],{"id":500},"choose-a-tender","Choose a tender",[11,503,504],{},"Only the tenders that can actually settle this sale are offered:",[131,506,507,517],{},[134,508,509],{},[137,510,511,514],{},[140,512,513],{},"Tender",[140,515,516],{},"What it is",[147,518,519,529,539,549,559,569,579,589,599],{},[137,520,521,526],{},[152,522,523],{},[31,524,525],{},"Card on file",[152,527,528],{},"Charge the client's saved card. Leads the list when there is one, because it's the fastest.",[137,530,531,536],{},[152,532,533],{},[31,534,535],{},"External terminal",[152,537,538],{},"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.",[137,540,541,546],{},[152,542,543],{},[31,544,545],{},"Cash",[152,547,548],{},"Enter what they handed over; change due is calculated for you.",[137,550,551,556],{},[152,552,553],{},[31,554,555],{},"Check",[152,557,558],{},"Recorded like cash.",[137,560,561,566],{},[152,562,563],{},[31,564,565],{},"Gift card",[152,567,568],{},"Enter the code. The card's balance is applied, capped at the balance.",[137,570,571,576],{},[152,572,573],{},[31,574,575],{},"Membership balance",[152,577,578],{},"Spend down an account-balance membership's wallet.",[137,580,581,586],{},[152,582,583],{},[31,584,585],{},"Package",[152,587,588],{},"Redeem a prepaid session against an eligible service line.",[137,590,591,596],{},[152,592,593],{},[31,594,595],{},"Membership",[152,597,598],{},"Redeem an included session from a service-credit membership.",[137,600,601,606],{},[152,602,603],{},[31,604,605],{},"Self checkout",[152,607,608],{},"Text or email a secure link — the client enters their own card on your branded page.",[610,611,612],"note",{},[11,613,614,615,618,619,622],{},"A cart that ",[31,616,617],{},"sells"," a gift card can't be ",[31,620,621],{},"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.",[15,624,626],{"id":625},"splitting-across-tenders","Splitting across tenders",[11,628,629],{},"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.",[11,631,632],{},"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.",[11,634,635],{},"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.",[15,637,605],{"id":638},"self-checkout",[11,640,641,642,644],{},"Choose ",[31,643,605],{},", 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.",[11,646,647],{},"Needs a client attached, a balance to collect, and a connected payment processor.",[15,649,651],{"id":650},"card-surcharges","Card surcharges",[11,653,654],{},"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.",[15,656,658],{"id":657},"when-the-client-cant-pay-today","When the client can't pay today",[11,660,661,664,665,668],{},[31,662,663],{},"Save as unpaid"," completes the sale and leaves the balance owing. The sale shows as ",[31,666,667],{},"Completed · balance due",", and you collect the balance later from the same sale.",[15,670,672],{"id":671},"close-out","Close out",[11,674,675],{},"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.",[677,678,679],"tip",{},[11,680,681,682,685],{},"Cancelling a sale voids the cart and its lines. It does ",[31,683,684],{},"not"," touch the appointment — you can start a fresh checkout for the same visit afterwards.",{"title":254,"searchDepth":255,"depth":255,"links":687},[688,689,690,691,692,693,694,695],{"id":432,"depth":255,"text":433},{"id":462,"depth":255,"text":463},{"id":500,"depth":255,"text":501},{"id":625,"depth":255,"text":626},{"id":638,"depth":255,"text":605},{"id":650,"depth":255,"text":651},{"id":657,"depth":255,"text":658},{"id":671,"depth":255,"text":672},"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",[],{},[701,702,703],"\u002Fhelp\u002Fcheckout\u002Ftips","\u002Fhelp\u002Fcheckout\u002Frefunds-and-the-cash-drawer","\u002Fhelp\u002Fretail\u002Fgift-cards",{"title":421,"description":696},"help\u002Fcheckout\u002Ftake-a-payment","2026-07-26","bRjO-9Pm_e54NESUrnbW45Q_fIOb94VnzOKzG6EkvIU",{"id":709,"title":710,"audience":6,"body":711,"category":315,"description":897,"draft":275,"extension":276,"icon":898,"keywords":899,"meta":900,"navigation":286,"order":403,"path":291,"related":901,"seo":904,"stem":905,"updatedAt":906,"__hash__":907},"help\u002Fhelp\u002Fcalendar\u002Fbook-an-appointment.md","Book an appointment",{"type":8,"value":712,"toc":882},[713,716,720,744,748,829,833,836,848,852,855,859,870,874,877],[11,714,715],{},"Bookings are made in one panel that slides in from the right. You can open it from anywhere in the app, so you never have to navigate to the calendar first just to take a booking over the phone.",[15,717,719],{"id":718},"open-the-booking-panel","Open the booking panel",[438,721,722,725,732],{},[441,723,724],{},"Click an empty slot on the calendar — the date, time, and team member are pre-filled from where you clicked",[441,726,727,728,731],{},"Use ",[31,729,730],{},"Add → New appointment"," in the calendar toolbar",[441,733,734,735,739,740,743],{},"Use the search palette (",[736,737,738],"code",{},"⌘K"," \u002F ",[736,741,742],{},"Ctrl+K",")",[15,745,747],{"id":746},"build-the-booking","Build the booking",[20,749,750,754,761,764,768,771,774,778,781,784,788,795,798,802,822,826],{},[23,751,753],{"id":752},"pick-the-client","Pick the client",[11,755,756,757,760],{},"Search by name, email, or phone. If they're new, ",[31,758,759],{},"New client"," opens the add-client overlay without losing your booking — you come straight back with them attached.",[11,762,763],{},"Once a client is attached you'll see a snapshot beside the form: their upcoming visits, what they usually book, and any tags. Recent services appear as one-tap cards, so rebooking a regular is a single click.",[23,765,767],{"id":766},"choose-services","Choose services",[11,769,770],{},"Pick one or more. Each service you add extends the visit and stacks in the summary with its own duration and price.",[11,772,773],{},"Where a service has pricing options or variants, choose one — the duration and price follow the option, not the base service. If the client holds a membership that discounts this service, the member price is shown.",[23,775,777],{"id":776},"assign-a-provider","Assign a provider",[11,779,780],{},"Each service can go to a different team member, so a visit that starts with one person and finishes with another books as one appointment rather than two.",[11,782,783],{},"Only staff who are bookable and have working hours that day appear.",[23,785,787],{"id":786},"pick-a-time","Pick a time",[11,789,790,791,794],{},"Open slots for the selected date are offered. If the day is full, ",[31,792,793],{},"Find next available"," jumps to the next date that fits.",[11,796,797],{},"You can still book outside working hours — the panel warns you that the slot is off-hours and lets you book anyway. That's how you take the 7am regular who arrives before the doors open.",[23,799,801],{"id":800},"add-anything-else","Add anything else",[438,803,804,810,816],{},[441,805,806,809],{},[31,807,808],{},"Resources"," — if the service needs a room or a machine, it's reserved with the booking. Equipment already taken at that time is shown as busy.",[441,811,812,815],{},[31,813,814],{},"Internal note"," — visible to staff only, never to the client.",[441,817,818,821],{},[31,819,820],{},"Repeat"," — weekly, every two weeks, every four weeks, or monthly, for a set number of occurrences. Owneli books the whole series at once and tells you if any occurrence had to be skipped because of a clash.",[23,823,825],{"id":824},"book-it","Book it",[11,827,828],{},"The footer shows the full visit — total duration, total price, and any deposit due. Confirm and the block appears on the grid.",[15,830,832],{"id":831},"payment-terms-for-this-booking","Payment terms for this booking",[11,834,835],{},"If your business requires a card on file or a deposit, the panel shows what applies and what's due. You can override it for this one booking — no card, card on file, or deposit — without changing your business-wide policy.",[204,837,838],{},[11,839,840,841,844,845,38],{},"Overriding down to \"no card\" for a booking waives the deposit ",[31,842,843],{},"and"," the ability to charge that client a late-cancellation or no-show fee later. Fees can only be collected where a card was captured. See ",[221,846,847],{"href":223},"Deposits, cancellation and no-show fees",[15,849,851],{"id":850},"double-bookings","Double bookings",[11,853,854],{},"By default an overlapping booking is refused. If your business has overlapping bookings enabled, the booking succeeds and you get a notice naming the appointment it stacked on, so a deliberate double-book never looks like an accident.",[15,856,858],{"id":857},"group-bookings","Group bookings",[11,860,861,862,865,866,869],{},"To book several guests into one visit, use ",[31,863,864],{},"Add → Group appointment"," in the calendar toolbar, or ",[31,867,868],{},"Group appointment"," from the empty-slot menu. Each guest gets their own service and provider, and they move, check in, and check out together.",[15,871,873],{"id":872},"after-the-appointment-is-booked","After the appointment is booked",[11,875,876],{},"The block on the grid is the appointment's home. Clicking it opens the detail panel where you check the client in, add services, take payment, reschedule, or cancel.",[677,878,879],{},[11,880,881],{},"Confirmation emails and reminders go out automatically based on your automation settings — you don't send them by hand.",{"title":254,"searchDepth":255,"depth":255,"links":883},[884,885,893,894,895,896],{"id":718,"depth":255,"text":719},{"id":746,"depth":255,"text":747,"children":886},[887,888,889,890,891,892],{"id":752,"depth":260,"text":753},{"id":766,"depth":260,"text":767},{"id":776,"depth":260,"text":777},{"id":786,"depth":260,"text":787},{"id":800,"depth":260,"text":801},{"id":824,"depth":260,"text":825},{"id":831,"depth":255,"text":832},{"id":850,"depth":255,"text":851},{"id":857,"depth":255,"text":858},{"id":872,"depth":255,"text":873},"Build a booking from the calendar — client, services, provider, time — plus repeats, resources, and per-booking payment terms.","i-lucide-calendar-plus",[],{},[902,903,223],"\u002Fhelp\u002Fcalendar\u002Ffind-your-way-around","\u002Fhelp\u002Fcalendar\u002Freschedule-cancel-and-no-shows",{"title":710,"description":897},"help\u002Fcalendar\u002Fbook-an-appointment","2026-09-01","ooMBrRZqK4Rsj4YDfn_1kEncmLcAVprsjqqyf0yW8_w",{"id":909,"title":910,"audience":6,"body":911,"category":273,"description":1168,"draft":275,"extension":276,"icon":1169,"keywords":1170,"meta":1177,"navigation":286,"order":1178,"path":292,"related":1179,"seo":1180,"stem":1181,"updatedAt":906,"__hash__":1182},"help\u002Fhelp\u002Fcheckout\u002Fsales-history-and-receipts.md","Find a past sale and resend a receipt",{"type":8,"value":912,"toc":1153},[913,928,932,989,992,996,999,1048,1051,1055,1087,1101,1111,1113,1117,1126,1130,1139,1143,1146,1150],[11,914,915,916,919,920,923,924,927],{},"Every sale lives in ",[31,917,918],{},"POS → Sales"," (the Cart history page) — filter by date, status and client, and click a row to open its receipt or reopen the cart. From a receipt you can ",[31,921,922],{},"Email receipt",", ",[31,925,926],{},"Print",", or start a refund.",[15,929,931],{"id":930},"how-do-i-find-a-past-sale","How do I find a past sale?",[20,933,934,938,943,947,978,982],{},[23,935,937],{"id":936},"open-history","Open History",[11,939,940,942],{},[31,941,918],{}," defaults to the last 30 days of completed sales.",[23,944,946],{"id":945},"filter","Filter",[11,948,949,950,739,953,956,957,959,960,923,963,923,966,969,970,973,974,977],{},"Set ",[31,951,952],{},"From",[31,954,955],{},"To"," dates, pick a ",[31,958,142],{}," — ",[31,961,962],{},"Completed",[31,964,965],{},"Unpaid",[31,967,968],{},"Open",", or ",[31,971,972],{},"Voided"," — and search with ",[31,975,976],{},"Find a client",". Filters live in the address bar, so a filtered view is bookmarkable, and report cells deep-link straight into the transactions behind them.",[23,979,981],{"id":980},"open-the-row","Open the row",[11,983,984,985,38],{},"A settled sale opens its receipt. Anything still owing or still open reopens in the POS instead — that's how you resume a draft or ",[221,986,988],{"href":987},"\u002Fhelp\u002Fcheckout\u002Fsplit-and-partial-payments","collect an unpaid balance",[11,990,991],{},"Each row shows the client (or \"Walk-in\"), date, cashier, status, and the total — with \"owes\" flagged on unpaid sales. Sales are also reachable from the client's profile.",[15,993,995],{"id":994},"resend-or-print-a-receipt","Resend or print a receipt",[11,997,998],{},"On the receipt page:",[131,1000,1001,1011],{},[134,1002,1003],{},[137,1004,1005,1008],{},[140,1006,1007],{},"Action",[140,1009,1010],{},"Notes",[147,1012,1013,1026,1035],{},[137,1014,1015,1019],{},[152,1016,1017],{},[31,1018,922],{},[152,1020,1021,1022,1025],{},"Sends to the client's email; shows ",[31,1023,1024],{},"No email on file"," when there isn't one — you can supply an address for a walk-in",[137,1027,1028,1032],{},[152,1029,1030],{},[31,1031,926],{},[152,1033,1034],{},"A clean print layout, ready for a counter printer",[137,1036,1037,1042],{},[152,1038,1039],{},[31,1040,1041],{},"Refund",[152,1043,1044,1045],{},"Opens the refund panel, if you hold the refund permission — see ",[221,1046,1047],{"href":702},"Refunds and the cash drawer",[11,1049,1050],{},"The receipt email also carries a \"view this receipt online\" link — a private page showing the same receipt, so the client always has a copy without an account.",[15,1052,1054],{"id":1053},"what-a-receipt-shows","What a receipt shows",[11,1056,1057,1058,923,1061,1064,1065,1068,1069,1072,1073,923,1076,1079,1080,1083,1084,38],{},"Business details and tax ID, date and reference, who served, each item with quantity and price, then the money block: ",[31,1059,1060],{},"Subtotal",[31,1062,1063],{},"Discount"," (with the reason), ",[31,1066,1067],{},"Tax"," broken out per rate, ",[31,1070,1071],{},"Card processing fee"," if one applied, ",[31,1074,1075],{},"Tip",[31,1077,1078],{},"Total"," — and, after any refund, ",[31,1081,1082],{},"Refunded"," and ",[31,1085,1086],{},"Net paid",[11,1088,1089,1090,1083,1093,1096,1097,1100],{},"Every tender prints as its own payment row — Card, Cash (with ",[31,1091,1092],{},"Cash tendered",[31,1094,1095],{},"Change given","), Gift card (with ",[31,1098,1099],{},"Gift card balance remaining","), Package, Membership, Payment link, Card on file — so a split or redeemed sale reads exactly as it happened.",[677,1102,1103],{},[11,1104,1105,1106,739,1108,1110],{},"There's no separate refund receipt: a refund appears on the original receipt as ",[31,1107,1082],{},[31,1109,1086],{},", keeping the whole story of the sale on one document.",[15,1112,212],{"id":211},[23,1114,1116],{"id":1115},"the-client-wants-their-receipt-again-do-i-reprint-or-resend","The client wants their receipt again — do I reprint or resend?",[11,1118,1119,1120,1122,1123,1125],{},"Either. ",[31,1121,922],{}," re-sends it; ",[31,1124,926],{}," gives a paper copy. The online receipt link in the email keeps working too.",[23,1127,1129],{"id":1128},"what-does-the-unpaid-filter-show","What does the Unpaid filter show?",[11,1131,1132,1133,1135,1136,38],{},"Completed sales that still owe money — closed with ",[31,1134,663],{},". Click through to reopen and ",[31,1137,1138],{},"Collect payment",[23,1140,1142],{"id":1141},"can-i-edit-a-completed-sale","Can I edit a completed sale?",[11,1144,1145],{},"No — completed sales are final. Correct money with a refund; correct the record by refunding and re-ringing.",[23,1147,1149],{"id":1148},"who-can-see-sales-history","Who can see sales history?",[11,1151,1152],{},"Anyone with POS view access. Refunding from a row additionally requires the refund permission, and voided sales require the void permission to create.",{"title":254,"searchDepth":255,"depth":255,"links":1154},[1155,1160,1161,1162],{"id":930,"depth":255,"text":931,"children":1156},[1157,1158,1159],{"id":936,"depth":260,"text":937},{"id":945,"depth":260,"text":946},{"id":980,"depth":260,"text":981},{"id":994,"depth":255,"text":995},{"id":1053,"depth":255,"text":1054},{"id":211,"depth":255,"text":212,"children":1163},[1164,1165,1166,1167],{"id":1115,"depth":260,"text":1116},{"id":1128,"depth":260,"text":1129},{"id":1141,"depth":260,"text":1142},{"id":1148,"depth":260,"text":1149},"Search sales history by date, status and client, reopen unpaid or draft sales, and resend a receipt by email, print it, or share its online link.","i-lucide-history",[1171,1172,1173,1174,1175,1176],"find a past sale","resend receipt to client","print receipt pos","unpaid sales list","what does the receipt show","reopen a sale",{},120,[290,702,987],{"title":910,"description":1168},"help\u002Fcheckout\u002Fsales-history-and-receipts","R1anek5zM3G5hiyuHZDTHWANQ70HinJjV-GIbt7M6rI",1790218957280]