[{"data":1,"prerenderedAt":1516},["ShallowReactive",2],{"help:\u002Fhelp\u002Fcheckout\u002Fredeem-gift-cards-packages-and-memberships":3,"help-all-categories":317,"help-cat-articles:\u002Fhelp\u002Fcheckout\u002Fredeem-gift-cards-packages-and-memberships":437,"help-related:\u002Fhelp\u002Fcheckout\u002Fredeem-gift-cards-packages-and-memberships":438},{"id":4,"title":5,"audience":6,"body":7,"category":292,"description":293,"draft":294,"extension":295,"icon":296,"keywords":297,"meta":304,"navigation":305,"order":306,"path":307,"related":308,"seo":313,"stem":314,"updatedAt":315,"__hash__":316},"help\u002Fhelp\u002Fcheckout\u002Fredeem-gift-cards-packages-and-memberships.md","Redeem a gift card, package, or membership at checkout","clinic",{"type":8,"value":9,"toc":272},"minimark",[10,30,35,111,114,118,158,161,174,178,187,194,198,210,214,232,236,240,247,251,254,258,261,265],[11,12,13,14,18,19,18,22,25,26,29],"p",{},"Stored value shows up as tenders on the payment step: ",[15,16,17],"strong",{},"Gift card",", ",[15,20,21],{},"Package",[15,23,24],{},"Membership",", and ",[15,27,28],{},"Membership balance",". Pick one like any other payment method — Owneli shows what it covers and leaves any remainder on the sale for the next tender.",[31,32,34],"h2",{"id":33},"which-stored-value-tender-do-i-use","Which stored-value tender do I use?",[36,37,38,54],"table",{},[39,40,41],"thead",{},[42,43,44,48,51],"tr",{},[45,46,47],"th",{},"Tender",[45,49,50],{},"What it spends",[45,52,53],{},"Appears when",[55,56,57,75,87,99],"tbody",{},[42,58,59,64,67],{},[60,61,62],"td",{},[15,63,17],{},[60,65,66],{},"The balance on a card, by code",[60,68,69,70,74],{},"Always offered — except on a sale that ",[71,72,73],"em",{},"sells"," a gift card",[42,76,77,81,84],{},[60,78,79],{},[15,80,21],{},[60,82,83],{},"A prepaid session from a client package",[60,85,86],{},"The client has an active package covering a service or product on this sale",[42,88,89,93,96],{},[60,90,91],{},[15,92,24],{},[60,94,95],{},"An included session from a service-credit membership",[60,97,98],{},"The client's membership includes a matching service",[42,100,101,105,108],{},[60,102,103],{},[15,104,28],{},[60,106,107],{},"Dollars in an account-balance membership wallet",[60,109,110],{},"The wallet has funds",[11,112,113],{},"Package, membership and membership-balance tenders need a client attached — that's whose entitlements they are.",[31,115,117],{"id":116},"redeem-a-gift-card","Redeem a gift card",[119,120,121,126,132,136,151,155],"steps",{},[122,123,125],"h3",{"id":124},"choose-gift-card","Choose Gift card",[11,127,128,129,131],{},"On the payment step, pick ",[15,130,17],{},".",[122,133,135],{"id":134},"enter-the-code","Enter the code",[11,137,138,139,142,143,146,147,150],{},"Type the 12-character code into ",[15,140,141],{},"Gift card code"," (dashes optional). The balance appears with either a ",[15,144,145],{},"Covers it"," badge or the ",[15,148,149],{},"Still owed"," amount.",[122,152,154],{"id":153},"charge-it","Charge it",[11,156,157],{},"The card is applied up to its balance. Anything left stays on the sale — collect it with the next method.",[11,159,160],{},"Common refusals, straight from the till: card not found, card expired or inactive, not valid at this location, or \"Gift card only has $X — apply that and split the rest.\"",[162,163,164],"warning",{},[11,165,166,167,169,170,173],{},"A sale that ",[15,168,73],{}," a gift card can't be ",[15,171,172],{},"paid with"," one — redeeming one card to buy another would move balance with no audit trail, so the tender disappears from the list.",[31,175,177],{"id":176},"redeem-a-package-or-membership-session","Redeem a package or membership session",[11,179,180,181,183,184,186],{},"Pick the ",[15,182,21],{}," or ",[15,185,24],{}," tender; if the client has more than one eligible benefit, a picker shows which service each covers. The redemption covers the matching service line — the priciest eligible one first — and debits a session from the client's balance. The tile shows sessions remaining, e.g. \"3 sessions left\".",[11,188,189,190,193],{},"Buying a package and its first session in the same sale? The cart offers to cover the eligible service on the spot — accept and the line shows a ",[15,191,192],{},"Package benefit · $0"," pill.",[31,195,197],{"id":196},"tips-ride-separately","Tips ride separately",[11,199,200,201,204,205,131],{},"Package, membership and membership-balance are ",[15,202,203],{},"credit tenders",": they cover the bill, never the gratuity. A tip on a fully-redeemed visit stays as its own line and is settled by a following card or cash tender — so a package client can still tip. See ",[206,207,209],"a",{"href":208},"\u002Fhelp\u002Fcheckout\u002Ftips","Tips and tip splits",[31,211,213],{"id":212},"on-the-receipt","On the receipt",[11,215,216,217,219,220,223,224,18,226,228,229,231],{},"Each redemption prints as a payment row — ",[15,218,17],{}," (with ",[15,221,222],{},"Gift card balance remaining","), ",[15,225,21],{},[15,227,24],{},", or ",[15,230,28],{}," — so the client sees exactly what was drawn from where.",[31,233,235],{"id":234},"common-questions","Common questions",[122,237,239],{"id":238},"the-gift-card-doesnt-cover-the-whole-sale-what-now","The gift card doesn't cover the whole sale — what now?",[11,241,242,243,131],{},"Apply it anyway. The card's full balance comes off, the rest stays owing, and you pick the next tender immediately. See ",[206,244,246],{"href":245},"\u002Fhelp\u002Fcheckout\u002Fsplit-and-partial-payments","splitting a sale",[122,248,250],{"id":249},"why-isnt-the-package-tender-showing","Why isn't the Package tender showing?",[11,252,253],{},"Either no client is attached, the package isn't active (expired or used up), nothing on the sale matches what the package covers, or the package isn't valid at this location.",[122,255,257],{"id":256},"can-a-client-use-someone-elses-package-or-membership","Can a client use someone else's package or membership?",[11,259,260],{},"No — entitlements belong to the client on the sale, and the till refuses a package or membership that belongs to a different client. Gift cards, by contrast, are bearer instruments: whoever has the code can spend it.",[122,262,264],{"id":263},"what-happens-to-a-redeemed-session-if-the-sale-is-refunded","What happens to a redeemed session if the sale is refunded?",[11,266,267,268,131],{},"Refunding the payment returns the session or credit to the client. See ",[206,269,271],{"href":270},"\u002Fhelp\u002Fcheckout\u002Frefunds-and-the-cash-drawer","Refunds and the cash drawer",{"title":273,"searchDepth":274,"depth":274,"links":275},"",2,[276,277,283,284,285,286],{"id":33,"depth":274,"text":34},{"id":116,"depth":274,"text":117,"children":278},[279,281,282],{"id":124,"depth":280,"text":125},3,{"id":134,"depth":280,"text":135},{"id":153,"depth":280,"text":154},{"id":176,"depth":274,"text":177},{"id":196,"depth":274,"text":197},{"id":212,"depth":274,"text":213},{"id":234,"depth":274,"text":235,"children":287},[288,289,290,291],{"id":238,"depth":280,"text":239},{"id":249,"depth":280,"text":250},{"id":256,"depth":280,"text":257},{"id":263,"depth":280,"text":264},"checkout","Pay a sale with a gift card code, a prepaid package session, membership credit, or a membership balance — and see what each can't cover.",false,"md","i-lucide-wallet-cards",[298,299,300,301,302,303],"redeem gift card at checkout","use package session to pay","membership credit at pos","gift card balance not enough","pay with membership balance","tip on package redemption",{},true,70,"\u002Fhelp\u002Fcheckout\u002Fredeem-gift-cards-packages-and-memberships",[309,310,311,312],"\u002Fhelp\u002Fcheckout\u002Ftake-a-payment","\u002Fhelp\u002Fretail\u002Fgift-cards","\u002Fhelp\u002Fretail\u002Fpackages","\u002Fhelp\u002Fretail\u002Fmemberships",{"title":5,"description":293},"help\u002Fcheckout\u002Fredeem-gift-cards-packages-and-memberships","2026-08-14","dTiuhnKv3n2gIrxlvNVF2ipsST9W16CAAVmsjroqoqk",[318,329,338,346,356,366,376,386,396,406,416,427],{"id":319,"title":320,"audience":6,"description":321,"extension":322,"icon":323,"meta":324,"order":325,"slug":326,"stem":327,"__hash__":328},"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":330,"title":331,"audience":6,"description":332,"extension":322,"icon":333,"meta":334,"order":274,"slug":335,"stem":336,"__hash__":337},"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":339,"title":340,"audience":6,"description":341,"extension":322,"icon":342,"meta":343,"order":280,"slug":292,"stem":344,"__hash__":345},"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":347,"title":348,"audience":6,"description":349,"extension":322,"icon":350,"meta":351,"order":352,"slug":353,"stem":354,"__hash__":355},"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":357,"title":358,"audience":6,"description":359,"extension":322,"icon":360,"meta":361,"order":362,"slug":363,"stem":364,"__hash__":365},"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":367,"title":368,"audience":6,"description":369,"extension":322,"icon":370,"meta":371,"order":372,"slug":373,"stem":374,"__hash__":375},"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":377,"title":378,"audience":6,"description":379,"extension":322,"icon":380,"meta":381,"order":382,"slug":383,"stem":384,"__hash__":385},"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":387,"title":388,"audience":6,"description":389,"extension":322,"icon":390,"meta":391,"order":392,"slug":393,"stem":394,"__hash__":395},"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":397,"title":398,"audience":6,"description":399,"extension":322,"icon":400,"meta":401,"order":402,"slug":403,"stem":404,"__hash__":405},"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":407,"title":408,"audience":6,"description":409,"extension":322,"icon":410,"meta":411,"order":412,"slug":413,"stem":414,"__hash__":415},"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":417,"title":418,"audience":419,"description":420,"extension":322,"icon":421,"meta":422,"order":423,"slug":424,"stem":425,"__hash__":426},"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":428,"title":429,"audience":419,"description":430,"extension":322,"icon":431,"meta":432,"order":433,"slug":434,"stem":435,"__hash__":436},"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",[],[439,717,974,1195],{"id":440,"title":441,"audience":6,"body":442,"category":292,"description":708,"draft":294,"extension":295,"icon":709,"keywords":710,"meta":711,"navigation":305,"order":412,"path":309,"related":712,"seo":713,"stem":714,"updatedAt":715,"__hash__":716},"help\u002Fhelp\u002Fcheckout\u002Ftake-a-payment.md","Take a payment",{"type":8,"value":443,"toc":698},[444,450,454,457,470,480,484,487,490,493,513,518,522,525,624,635,639,642,645,648,651,657,660,664,667,671,681,685,688],[11,445,446,447,131],{},"Everything you sell — services, retail products, memberships, packages, gift cards — goes through one cart. Checkout runs in three steps: ",[15,448,449],{},"Cart → Tip → Payment",[31,451,453],{"id":452},"start-a-sale","Start a sale",[11,455,456],{},"Two ways in:",[458,459,460,467],"ul",{},[461,462,463,466],"li",{},[15,464,465],{},"POS → Sell",", then start a new sale. Use this for a walk-in buying product, or a gift card.",[461,468,469],{},"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.",[11,471,472,473,476,477,131],{},"An open sale can be left and picked up later: ",[15,474,475],{},"Save as draft"," parks it, and you resume it from ",[15,478,479],{},"POS",[31,481,483],{"id":482},"build-the-cart","Build the cart",[11,485,486],{},"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.",[11,488,489],{},"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.",[11,491,492],{},"From the sale menu you can also:",[458,494,495,501,507],{},[461,496,497,500],{},[15,498,499],{},"Add cart discount"," — a fixed amount, a percentage, or a configured deal code. Discounts apply to their scoped subtotal and the total updates immediately.",[461,502,503,506],{},[15,504,505],{},"Add service charge"," — an auto-gratuity or surcharge line, if your business uses them.",[461,508,509,512],{},[15,510,511],{},"Add a sale note"," — internal, kept with the sale.",[162,514,515],{},[11,516,517],{},"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.",[31,519,521],{"id":520},"choose-a-tender","Choose a tender",[11,523,524],{},"Only the tenders that can actually settle this sale are offered:",[36,526,527,536],{},[39,528,529],{},[42,530,531,533],{},[45,532,47],{},[45,534,535],{},"What it is",[55,537,538,548,558,568,578,587,596,605,614],{},[42,539,540,545],{},[60,541,542],{},[15,543,544],{},"Card on file",[60,546,547],{},"Charge the client's saved card. Leads the list when there is one, because it's the fastest.",[42,549,550,555],{},[60,551,552],{},[15,553,554],{},"External terminal",[60,556,557],{},"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.",[42,559,560,565],{},[60,561,562],{},[15,563,564],{},"Cash",[60,566,567],{},"Enter what they handed over; change due is calculated for you.",[42,569,570,575],{},[60,571,572],{},[15,573,574],{},"Check",[60,576,577],{},"Recorded like cash.",[42,579,580,584],{},[60,581,582],{},[15,583,17],{},[60,585,586],{},"Enter the code. The card's balance is applied, capped at the balance.",[42,588,589,593],{},[60,590,591],{},[15,592,28],{},[60,594,595],{},"Spend down an account-balance membership's wallet.",[42,597,598,602],{},[60,599,600],{},[15,601,21],{},[60,603,604],{},"Redeem a prepaid session against an eligible service line.",[42,606,607,611],{},[60,608,609],{},[15,610,24],{},[60,612,613],{},"Redeem an included session from a service-credit membership.",[42,615,616,621],{},[60,617,618],{},[15,619,620],{},"Self checkout",[60,622,623],{},"Text or email a secure link — the client enters their own card on your branded page.",[625,626,627],"note",{},[11,628,629,630,169,632,634],{},"A cart that ",[15,631,73],{},[15,633,172],{}," a gift card. Redeeming one card to buy another moves balance with no audit trail, so that tender is removed from the list.",[31,636,638],{"id":637},"splitting-across-tenders","Splitting across tenders",[11,640,641],{},"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.",[11,643,644],{},"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.",[11,646,647],{},"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.",[31,649,620],{"id":650},"self-checkout",[11,652,653,654,656],{},"Choose ",[15,655,620],{},", 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.",[11,658,659],{},"Needs a client attached, a balance to collect, and a connected payment processor.",[31,661,663],{"id":662},"card-surcharges","Card surcharges",[11,665,666],{},"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.",[31,668,670],{"id":669},"when-the-client-cant-pay-today","When the client can't pay today",[11,672,673,676,677,680],{},[15,674,675],{},"Save as unpaid"," completes the sale and leaves the balance owing. The sale shows as ",[15,678,679],{},"Completed · balance due",", and you collect the balance later from the same sale.",[31,682,684],{"id":683},"close-out","Close out",[11,686,687],{},"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.",[689,690,691],"tip",{},[11,692,693,694,697],{},"Cancelling a sale voids the cart and its lines. It does ",[15,695,696],{},"not"," touch the appointment — you can start a fresh checkout for the same visit afterwards.",{"title":273,"searchDepth":274,"depth":274,"links":699},[700,701,702,703,704,705,706,707],{"id":452,"depth":274,"text":453},{"id":482,"depth":274,"text":483},{"id":520,"depth":274,"text":521},{"id":637,"depth":274,"text":638},{"id":650,"depth":274,"text":620},{"id":662,"depth":274,"text":663},{"id":669,"depth":274,"text":670},{"id":683,"depth":274,"text":684},"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",[],{},[208,270,310],{"title":441,"description":708},"help\u002Fcheckout\u002Ftake-a-payment","2026-07-26","bRjO-9Pm_e54NESUrnbW45Q_fIOb94VnzOKzG6EkvIU",{"id":718,"title":719,"audience":6,"body":720,"category":363,"description":959,"draft":294,"extension":295,"icon":360,"keywords":960,"meta":967,"navigation":305,"order":968,"path":310,"related":969,"seo":970,"stem":971,"updatedAt":972,"__hash__":973},"help\u002Fhelp\u002Fretail\u002Fgift-cards.md","Gift cards",{"type":8,"value":721,"toc":948},[722,727,730,734,778,782,793,800,803,807,810,819,823,829,832,836,890,893,897,907,911,914,917,921,924,928],[11,723,724],{},[15,725,726],{},"Retail → Gift cards",[11,728,729],{},"Cards sold at checkout appear here automatically. Issuing one directly from this page is for comps and goodwill — the apology card, the influencer gift, the staff perk.",[31,731,733],{"id":732},"the-three-numbers-at-the-top","The three numbers at the top",[36,735,736,746],{},[39,737,738],{},[42,739,740,743],{},[45,741,742],{},"Tile",[45,744,745],{},"What it means",[55,747,748,758,768],{},[42,749,750,755],{},[60,751,752],{},[15,753,754],{},"Outstanding",[60,756,757],{},"Total balance on active cards. This is a liability — money you've been paid for work you still owe.",[42,759,760,765],{},[60,761,762],{},[15,763,764],{},"Active cards",[60,766,767],{},"How many cards can currently be redeemed.",[42,769,770,775],{},[60,771,772],{},[15,773,774],{},"Redeemed total",[60,776,777],{},"All-time gift card spend.",[31,779,781],{"id":780},"issue-a-card","Issue a card",[11,783,784,785,788,789,792],{},"Click ",[15,786,787],{},"Issue card",", then pick an amount — a preset ($25 to $250) or a custom figure — and optionally a recipient name, email, and gift message, plus which locations the card is valid at. If you supply a recipient email, the card is delivered to them, and you can ",[15,790,791],{},"Resend to recipient"," from the list later.",[11,794,795,796,799],{},"Designs — Birthday, Thank You, Congrats, Holiday, Minimal, Spa — are chosen when a card is ",[15,797,798],{},"sold",", at checkout or on your online store, not when you issue one from this page.",[11,801,802],{},"Each card gets a unique code. Codes are shown in a monospaced style everywhere, because people read them aloud and type them in.",[31,804,806],{"id":805},"sell-one-at-checkout","Sell one at checkout",[11,808,809],{},"Add a gift card to the cart like any other item. The client pays, and the card is issued.",[625,811,812],{},[11,813,629,814,169,816,818],{},[15,815,73],{},[15,817,172],{}," a gift card. Redeeming one card to buy another moves balance around with no audit trail, so that tender is removed from the list for those sales.",[31,820,822],{"id":821},"redeem-a-card","Redeem a card",[11,824,825,826,828],{},"At checkout, choose ",[15,827,17],{}," and enter the code. The balance is applied up to whatever is owed.",[11,830,831],{},"If the card doesn't cover the whole sale, the remainder stays on the sale and you collect it with another tender — the screen tells you exactly how much was applied and how much is left.",[31,833,835],{"id":834},"card-states","Card states",[36,837,838,848],{},[39,839,840],{},[42,841,842,845],{},[45,843,844],{},"State",[45,846,847],{},"Meaning",[55,849,850,860,870,880],{},[42,851,852,857],{},[60,853,854],{},[15,855,856],{},"Active",[60,858,859],{},"Has a balance and can be redeemed",[42,861,862,867],{},[60,863,864],{},[15,865,866],{},"Depleted",[60,868,869],{},"Spent down to zero",[42,871,872,877],{},[60,873,874],{},[15,875,876],{},"Expired",[60,878,879],{},"Passed its expiry date",[42,881,882,887],{},[60,883,884],{},[15,885,886],{},"Voided",[60,888,889],{},"Cancelled by an admin",[11,891,892],{},"The card detail panel shows a full ledger — issued, redeemed, refunded, adjusted — so you can always answer \"where did this balance go?\"",[31,894,896],{"id":895},"voiding-a-card","Voiding a card",[898,899,900],"caution",{},[11,901,902,903,906],{},"Voiding clears the remaining balance and stops the card being redeemed. ",[15,904,905],{},"It can't be undone."," Use it for a card issued in error or one you have good reason to believe is compromised — not as a way to tidy up old balances.",[31,908,910],{"id":909},"expiry","Expiry",[11,912,913],{},"Cards can carry an expiry date or none. The card's detail panel shows the exact date and flags a card that has expired or is about to.",[11,915,916],{},"Gift-card expiry is regulated in many places, and the rules vary by jurisdiction. Setting expiry dates is a decision for your business and its advisers, not a default Owneli picks for you.",[31,918,920],{"id":919},"checking-a-balance","Checking a balance",[11,922,923],{},"Clients can check a card's balance from their own link without signing in. Card holders with a portal account also see their cards on the portal wallet.",[31,925,927],{"id":926},"reporting","Reporting",[458,929,930,936,942],{},[461,931,932,935],{},[15,933,934],{},"Growth → Reports → Gift card liability"," — outstanding balance over time, the number your accountant will ask for",[461,937,938,941],{},[15,939,940],{},"Growth → Reports → Gift cards"," — issued, redeemed, and expired",[461,943,944,947],{},[15,945,946],{},"Growth → Reports → Liability activity"," — movement in and out of the liability",{"title":273,"searchDepth":274,"depth":274,"links":949},[950,951,952,953,954,955,956,957,958],{"id":732,"depth":274,"text":733},{"id":780,"depth":274,"text":781},{"id":805,"depth":274,"text":806},{"id":821,"depth":274,"text":822},{"id":834,"depth":274,"text":835},{"id":895,"depth":274,"text":896},{"id":909,"depth":274,"text":910},{"id":919,"depth":274,"text":920},{"id":926,"depth":274,"text":927},"Issue a card, redeem it at checkout, and keep an eye on outstanding balance — which is money you owe.",[961,962,963,964,965,966],"set up gift cards","issue a gift card","sell a gift card","redeem a gift card at checkout","void a gift card","gift card codes",{},30,[309,311],{"title":719,"description":959},"help\u002Fretail\u002Fgift-cards","2026-09-01","WTjbxu6jyC4-LUh3lODS8-nMZHbB8qavZEFl5jvlH_I",{"id":975,"title":976,"audience":6,"body":977,"category":363,"description":1187,"draft":294,"extension":295,"icon":1188,"keywords":1189,"meta":1190,"navigation":305,"order":423,"path":311,"related":1191,"seo":1192,"stem":1193,"updatedAt":715,"__hash__":1194},"help\u002Fhelp\u002Fretail\u002Fpackages.md","Packages",{"type":8,"value":978,"toc":1171},[979,982,987,997,1001,1045,1048,1052,1055,1059,1065,1070,1074,1077,1080,1086,1090,1093,1097,1155,1157],[11,980,981],{},"A package is a prepaid bundle of sessions. The client pays once and redeems one at a time — a 5-pack of facials, a course of laser, a microneedling series.",[11,983,984],{},[15,985,986],{},"Retail → Packages",[11,988,989,990,992,993,996],{},"The page has two tabs: ",[15,991,976],{}," (the templates you sell) and ",[15,994,995],{},"Holders"," (the clients who currently hold one).",[31,998,1000],{"id":999},"create-a-package","Create a package",[119,1002,1003,1007,1010,1014,1017,1021,1024,1028,1034,1038],{},[122,1004,1006],{"id":1005},"name-and-describe-it","Name and describe it",[11,1008,1009],{},"The description is your pitch — savings, schedule, gift idea. It appears where the package is offered.",[122,1011,1013],{"id":1012},"set-sessions-and-price","Set sessions and price",[11,1015,1016],{},"Enter the number of sessions and the total price. Owneli shows the implied per-session price, which is the number that does the selling.",[122,1018,1020],{"id":1019},"set-an-expiry","Set an expiry",[11,1022,1023],{},"Days from purchase. Leave it blank for no expiry.",[122,1025,1027],{"id":1026},"restrict-which-services-it-covers","Restrict which services it covers",[11,1029,1030,1033],{},[15,1031,1032],{},"Eligible services"," limits redemption to a specific set. Leave it empty and the package can be redeemed against any service you offer.",[122,1035,1037],{"id":1036},"optionally-make-it-a-course","Optionally make it a course",[11,1039,1040,1041,1044],{},"A ",[15,1042,1043],{},"multi-session course"," tracks progress and prompts the client to book each next session. Set the number of weeks between sessions — that drives the next-session due date and the rebooking nudge.",[11,1046,1047],{},"You can also give a package its own calendar colour, so a redeemed session is visually distinct on the grid.",[31,1049,1051],{"id":1050},"selling-one","Selling one",[11,1053,1054],{},"Add the package to a cart at checkout, like any other item. It's also sellable from the public storefront if published.",[31,1056,1058],{"id":1057},"redeeming-a-session","Redeeming a session",[11,1060,1061,1062,1064],{},"When a package holder is checked out for an eligible service, ",[15,1063,21],{}," appears as a tender. Choosing it covers that service line and decrements one session.",[625,1066,1067],{},[11,1068,1069],{},"A package covers the bill, not the gratuity. A tip on a package-redeemed visit is settled by a following card or cash tender, so the client can still tip.",[31,1071,1073],{"id":1072},"refunds-and-packages","Refunds and packages",[11,1075,1076],{},"Refunding a sale that consumed a package session returns the session to the client. On a full refund of the package purchase itself, the whole entitlement is reversed.",[31,1078,995],{"id":1079},"holders",[11,1081,1082,1083,1085],{},"The ",[15,1084,995],{}," tab lists every client with a live package: how many sessions remain, when it expires, and where they are in a course. It's the list to work when you want to chase people who bought and haven't come back.",[31,1087,1089],{"id":1088},"archiving-and-pausing","Archiving and pausing",[11,1091,1092],{},"Paused packages don't appear in the checkout picker. Archiving does the same and takes them off your sale surfaces — existing holders keep what they bought either way.",[31,1094,1096],{"id":1095},"packages-versus-memberships","Packages versus memberships",[36,1098,1099,1109],{},[39,1100,1101],{},[42,1102,1103,1105,1107],{},[45,1104],{},[45,1106,21],{},[45,1108,24],{},[55,1110,1111,1122,1133,1144],{},[42,1112,1113,1116,1119],{},[60,1114,1115],{},"Payment",[60,1117,1118],{},"Once, upfront",[60,1120,1121],{},"Recurring",[42,1123,1124,1127,1130],{},[60,1125,1126],{},"What it grants",[60,1128,1129],{},"A fixed number of sessions",[60,1131,1132],{},"Sessions or wallet funds each period, plus perks",[42,1134,1135,1138,1141],{},[60,1136,1137],{},"Runs out",[60,1139,1140],{},"When sessions are used or it expires",[60,1142,1143],{},"When it's cancelled or the term ends",[42,1145,1146,1149,1152],{},[60,1147,1148],{},"Best for",[60,1150,1151],{},"A defined course of treatment",[60,1153,1154],{},"Ongoing retention and predictable revenue",[31,1156,927],{"id":926},[458,1158,1159,1165],{},[461,1160,1161,1164],{},[15,1162,1163],{},"Growth → Reports → Packages"," — sold, redeemed, and outstanding",[461,1166,1167,1170],{},[15,1168,1169],{},"Growth → Reports → Liabilities"," — the value of sessions sold and not yet delivered",{"title":273,"searchDepth":274,"depth":274,"links":1172},[1173,1180,1181,1182,1183,1184,1185,1186],{"id":999,"depth":274,"text":1000,"children":1174},[1175,1176,1177,1178,1179],{"id":1005,"depth":280,"text":1006},{"id":1012,"depth":280,"text":1013},{"id":1019,"depth":280,"text":1020},{"id":1026,"depth":280,"text":1027},{"id":1036,"depth":280,"text":1037},{"id":1050,"depth":274,"text":1051},{"id":1057,"depth":274,"text":1058},{"id":1072,"depth":274,"text":1073},{"id":1079,"depth":274,"text":995},{"id":1088,"depth":274,"text":1089},{"id":1095,"depth":274,"text":1096},{"id":926,"depth":274,"text":927},"Sell prepaid session bundles, track who holds what, and redeem a session at checkout.","i-lucide-package",[],{},[312,309],{"title":976,"description":1187},"help\u002Fretail\u002Fpackages","WDB6eDoN-Nrb0mJvIxN4CdTnIcOUqpvLbvRDgLxPHnE",{"id":1196,"title":1197,"audience":6,"body":1198,"category":363,"description":1502,"draft":294,"extension":295,"icon":1503,"keywords":1504,"meta":1510,"navigation":305,"order":412,"path":312,"related":1511,"seo":1513,"stem":1514,"updatedAt":715,"__hash__":1515},"help\u002Fhelp\u002Fretail\u002Fmemberships.md","Memberships",{"type":8,"value":1199,"toc":1489},[1200,1203,1208,1212,1215,1219,1226,1229,1254,1258,1265,1269,1357,1362,1366,1369,1389,1392,1396,1399,1406,1410,1424,1426,1429,1433,1440,1443,1451,1453],[11,1201,1202],{},"A membership is a recurring plan a client subscribes to. It ships with a discount, included sessions, or both — applied automatically at checkout, with no code to remember.",[11,1204,1205],{},[15,1206,1207],{},"Retail → Memberships",[31,1209,1211],{"id":1210},"the-two-plan-types","The two plan types",[11,1213,1214],{},"Choose one when you create the plan. It changes what the member actually receives each period.",[122,1216,1218],{"id":1217},"service-credits","Service credits",[11,1220,1221,1222,1225],{},"The member gets a number of ",[15,1223,1224],{},"included sessions"," each period — three facials a month, one laser session a quarter. At checkout, an eligible service is covered by a credit instead of being charged.",[11,1227,1228],{},"Options that matter here:",[458,1230,1231,1242,1248],{},[461,1232,1233,1236,1237,1241],{},[15,1234,1235],{},"Roll over unused sessions"," — how many unused sessions per service carry into the next period. ",[1238,1239,1240],"code",{},"0"," means use it or lose it.",[461,1243,1244,1247],{},[15,1245,1246],{},"Banked credits expire after"," — rolled-over credits lapse this many months after they were granted. Leave empty for never.",[461,1249,1250,1253],{},[15,1251,1252],{},"Keep credits usable after cancellation"," — after a cancellation, banked credits stay redeemable for this many days.",[122,1255,1257],{"id":1256},"account-balance","Account balance",[11,1259,1260,1261,1264],{},"The member gets ",[15,1262,1263],{},"funds added to a wallet"," each period. The balance accumulates and can be spent toward any service or product at checkout — much more like store credit than a session pass.",[31,1266,1268],{"id":1267},"billing-and-term","Billing and term",[36,1270,1271,1281],{},[39,1272,1273],{},[42,1274,1275,1278],{},[45,1276,1277],{},"Setting",[45,1279,1280],{},"What it does",[55,1282,1283,1294,1304,1314,1324,1337,1347],{},[42,1284,1285,1291],{},[60,1286,1287,1290],{},[15,1288,1289],{},"Price"," and interval",[60,1292,1293],{},"Monthly, quarterly, or annual",[42,1295,1296,1301],{},[60,1297,1298],{},[15,1299,1300],{},"Auto-renew",[60,1302,1303],{},"New members default to renewing automatically",[42,1305,1306,1311],{},[60,1307,1308],{},[15,1309,1310],{},"Open-ended",[60,1312,1313],{},"Renews each period until the member cancels",[42,1315,1316,1321],{},[60,1317,1318],{},[15,1319,1320],{},"Fixed-term",[60,1322,1323],{},"Runs for a set number of billing cycles, then ends",[42,1325,1326,1331],{},[60,1327,1328],{},[15,1329,1330],{},"Minimum cycles before cancel",[60,1332,1333,1334,1336],{},"Members must stay this many cycles. ",[1238,1335,1240],{}," = cancel anytime",[42,1338,1339,1344],{},[60,1340,1341],{},[15,1342,1343],{},"Early-exit fee",[60,1345,1346],{},"Charged if they cancel before the commitment ends. Leave it empty to block early cancellation entirely",[42,1348,1349,1354],{},[60,1350,1351],{},[15,1352,1353],{},"Stop after N renewals",[60,1355,1356],{},"Auto-billing stops after this many renewals. Empty = unlimited",[162,1358,1359],{},[11,1360,1361],{},"Automatic billing needs a connected payment processor and a card on file. Until those exist, billing is manual — the plan still tracks correctly, but no card is charged on its own.",[31,1363,1365],{"id":1364},"pausing","Pausing",[11,1367,1368],{},"If you allow it, members can request a pause from their client portal. You control:",[458,1370,1371,1377,1383],{},[461,1372,1373,1376],{},[15,1374,1375],{},"Max pauses"," — per membership, lifetime",[461,1378,1379,1382],{},[15,1380,1381],{},"Max paused days"," — the total time a membership can sit paused",[461,1384,1385,1388],{},[15,1386,1387],{},"Freeze fee"," — charged once to the card on file each time it's paused. Leave empty for free freezes",[11,1390,1391],{},"Pause requests land in your queue for approval — you'll see a count on the memberships page.",[31,1393,1395],{"id":1394},"perks","Perks",[11,1397,1398],{},"Beyond the headline benefit, a plan can carry perks: a percentage or amount off services or products, a free add-on, or access to a member-only service. Perks are added after the plan is saved.",[11,1400,1401,1402,1405],{},"Each perk declares whether it ",[15,1403,1404],{},"stacks with discount codes"," or not, so a member using a promo code doesn't accidentally compound two discounts you never intended to combine.",[31,1407,1409],{"id":1408},"sharing-and-gifting","Sharing and gifting",[458,1411,1412,1418],{},[461,1413,1414,1417],{},[15,1415,1416],{},"Members included"," — above 1, a primary member can add family members who redeem the same pool",[461,1419,1420,1423],{},[15,1421,1422],{},"Can be gifted"," — lets a buyer purchase the plan for someone else",[31,1425,1051],{"id":1050},[11,1427,1428],{},"At checkout, add the membership to the cart like any other item. It's also sellable from your public storefront if you've published it there.",[31,1430,1432],{"id":1431},"archiving","Archiving",[11,1434,1435,1436,1439],{},"Archiving a plan removes it from the checkout picker. ",[15,1437,1438],{},"Current subscribers keep their benefits"," — you're closing it to new sign-ups, not cancelling anyone.",[11,1441,1442],{},"Pausing a plan has the same \"disappears from the picker\" effect without archiving it.",[898,1444,1445],{},[11,1446,1447,1450],{},[15,1448,1449],{},"Imported memberships are records only."," When a membership comes in through the data importer, auto-renew is off, no renewal date is set, and no redeemable credits are granted. No card is ever charged. This is deliberate — resuming somebody else's mid-cycle billing on a card you've just imported is not something software should do quietly. Re-collect payment details and restart billing yourself when you're ready.",[31,1452,927],{"id":926},[458,1454,1455,1461,1467,1473,1479],{},[461,1456,1457,1460],{},[15,1458,1459],{},"Membership KPIs"," — active members, churn, growth",[461,1462,1463,1466],{},[15,1464,1465],{},"Membership revenue"," — recurring revenue by plan",[461,1468,1469,1472],{},[15,1470,1471],{},"Memberships expiring"," — who's about to lapse",[461,1474,1475,1478],{},[15,1476,1477],{},"Memberships list"," — every member and their state",[461,1480,1481,1484,1485,1488],{},[15,1482,1483],{},"Liabilities"," and ",[15,1486,1487],{},"Deferred revenue"," — unredeemed value you still owe",{"title":273,"searchDepth":274,"depth":274,"links":1490},[1491,1495,1496,1497,1498,1499,1500,1501],{"id":1210,"depth":274,"text":1211,"children":1492},[1493,1494],{"id":1217,"depth":280,"text":1218},{"id":1256,"depth":280,"text":1257},{"id":1267,"depth":274,"text":1268},{"id":1364,"depth":274,"text":1365},{"id":1394,"depth":274,"text":1395},{"id":1408,"depth":274,"text":1409},{"id":1050,"depth":274,"text":1051},{"id":1431,"depth":274,"text":1432},{"id":926,"depth":274,"text":927},"Build a recurring plan, choose between service credits and an account balance, and understand how billing, pausing and cancellation behave.","i-lucide-repeat",[1505,1506,1507,1508,1509],"set up memberships","create a membership plan","sell a membership","membership billing and renewal","pause or cancel a membership",{},[311,309,1512],"\u002Fhelp\u002Fsettings\u002Fimport-your-data",{"title":1197,"description":1502},"help\u002Fretail\u002Fmemberships","Wx2b4bQVnEV0-KhiFxIjSwgqzBKbNm1lK9jctLLpg5E",1790218957360]