[{"data":1,"prerenderedAt":957},["ShallowReactive",2],{"help:\u002Fhelp\u002Fcheckout\u002Frefunds-and-the-cash-drawer":3,"help-all-categories":242,"help-cat-articles:\u002Fhelp\u002Fcheckout\u002Frefunds-and-the-cash-drawer":362,"help-related:\u002Fhelp\u002Fcheckout\u002Frefunds-and-the-cash-drawer":363},{"id":4,"title":5,"audience":6,"body":7,"category":225,"description":226,"draft":227,"extension":228,"icon":229,"keywords":230,"meta":231,"navigation":232,"order":233,"path":234,"related":235,"seo":238,"stem":239,"updatedAt":240,"__hash__":241},"help\u002Fhelp\u002Fcheckout\u002Frefunds-and-the-cash-drawer.md","Refunds and the cash drawer","clinic",{"type":8,"value":9,"toc":203},"minimark",[10,15,23,26,30,84,88,113,119,123,128,131,161,168,174,179,183],[11,12,14],"h2",{"id":13},"find-a-past-sale","Find a past sale",[16,17,18,22],"p",{},[19,20,21],"strong",{},"POS → Sales"," (the Cart history page) lists completed carts. It defaults to the last 30 days of completed sales and accepts filters in the URL, so a report row can deep-link straight to the transactions behind it. Filters stay in the address bar, which makes a filtered view bookmarkable and shareable.",[16,24,25],{},"You can also reach a sale from a client's profile, under their sales.",[11,27,29],{"id":28},"issue-a-refund","Issue a refund",[31,32,33,38,44,48,51,55,58,62,65,69,80],"steps",{},[34,35,37],"h3",{"id":36},"open-the-refund-panel","Open the refund panel",[16,39,40,41,43],{},"From a completed sale in ",[19,42,21],{},". You don't have to open the receipt first.",[34,45,47],{"id":46},"pick-the-payment","Pick the payment",[16,49,50],{},"A sale settled with more than one tender has more than one payment. Choose which one you're refunding — the panel shows the method, the amount, and when it was collected.",[34,52,54],{"id":53},"set-the-amount","Set the amount",[16,56,57],{},"It defaults to the full amount collected on that payment. Lower it for a partial refund. You can't exceed what was collected on the payment you selected.",[34,59,61],{"id":60},"give-a-reason","Give a reason",[16,63,64],{},"Required, and captured on the audit log.",[34,66,68],{"id":67},"decide-about-stock","Decide about stock",[16,70,71,72,75,76,79],{},"On a ",[19,73,74],{},"full"," refund you can tick ",[19,77,78],{},"Restock items"," to return any product stock to inventory. Partial refunds always keep the stock where it is.",[34,81,83],{"id":82},"refund","Refund",[34,85,87],{"id":86},"what-a-refund-reverses","What a refund reverses",[89,90,91,98,104],"ul",{},[92,93,94,97],"li",{},[19,95,96],{},"Loyalty points"," — reversed. A full refund reverses them entirely; a partial refund reverses them proportionally.",[92,99,100,103],{},[19,101,102],{},"Package and membership debits"," — a redeemed session or credit is returned to the client.",[92,105,106,109,110,112],{},[19,107,108],{},"Stock"," — only on a full refund, and only if you tick ",[19,111,78],{},".",[114,115,116],"warning",{},[16,117,118],{},"One refund per submit. If the sale was split across several tenders and you're reversing the whole thing, reopen the panel for each payment.",[11,120,122],{"id":121},"the-cash-drawer","The cash drawer",[16,124,125],{},[19,126,127],{},"POS → Cash drawer",[16,129,130],{},"The drawer is a daily open-and-close cycle, and it's what makes cash countable rather than assumed.",[31,132,133,137,140,144,147,151,154,158],{},[34,134,136],{"id":135},"open-with-a-float","Open with a float",[16,138,139],{},"At the start of the day, open the drawer with your starting float — the cash you're beginning with.",[34,141,143],{"id":142},"sell-as-normal","Sell as normal",[16,145,146],{},"Every cash payment through checkout accrues against the open session.",[34,148,150],{"id":149},"count-at-close","Count at close",[16,152,153],{},"At the end of the day, count the physical cash and enter the total.",[34,155,157],{"id":156},"read-the-z-report","Read the Z-report",[16,159,160],{},"Owneli compares your count against expected — the opening float plus completed cash sales — and tells you whether you're balanced, over, or short. The close-out becomes a Z-report you can reference for tax and accounting.",[16,162,163,164,167],{},"Every closed session is kept, so ",[19,165,166],{},"No closed sessions"," on a fresh business simply means you haven't done a first close yet.",[169,170,171],"note",{},[16,172,173],{},"The cash drawer is its own permission, separate from the ability to ring up sales. A cashier can take payments without holding the power to open, count and reconcile the till — the classic cashier-versus-shift-lead split.",[114,175,176],{},[16,177,178],{},"Some actions are blocked while a drawer is open — you'll be told to close and count it first. If something refuses with a message about an open drawer, that's why.",[11,180,182],{"id":181},"reporting","Reporting",[89,184,185,191,197],{},[92,186,187,190],{},[19,188,189],{},"Growth → Reports → Cash drawer over\u002Fshort"," — expected versus counted for every closed session, with the opening float included so the variance is exactly what the count was off by",[92,192,193,196],{},[19,194,195],{},"Growth → Reports → Refunds & voids"," — every refund with its reason",[92,198,199,202],{},[19,200,201],{},"Growth → Reports → Payment transactions"," — every payment, by method",{"title":204,"searchDepth":205,"depth":205,"links":206},"",2,[207,208,218,224],{"id":13,"depth":205,"text":14},{"id":28,"depth":205,"text":29,"children":209},[210,212,213,214,215,216,217],{"id":36,"depth":211,"text":37},3,{"id":46,"depth":211,"text":47},{"id":53,"depth":211,"text":54},{"id":60,"depth":211,"text":61},{"id":67,"depth":211,"text":68},{"id":82,"depth":211,"text":83},{"id":86,"depth":211,"text":87},{"id":121,"depth":205,"text":122,"children":219},[220,221,222,223],{"id":135,"depth":211,"text":136},{"id":142,"depth":211,"text":143},{"id":149,"depth":211,"text":150},{"id":156,"depth":211,"text":157},{"id":181,"depth":205,"text":182},"checkout","Issue a refund against the right payment, decide what happens to stock and loyalty, and close out the till.",false,"md","i-lucide-banknote",[],{},true,40,"\u002Fhelp\u002Fcheckout\u002Frefunds-and-the-cash-drawer",[236,237],"\u002Fhelp\u002Fcheckout\u002Ftake-a-payment","\u002Fhelp\u002Fgrowth\u002Ffind-and-read-a-report",{"title":5,"description":226},"help\u002Fcheckout\u002Frefunds-and-the-cash-drawer","2026-09-01","y1CNRvrgbASi9G6rRpn5218Je0alOR_3vzmwlALFQ_o",[243,254,263,271,281,291,301,311,321,331,341,352],{"id":244,"title":245,"audience":6,"description":246,"extension":247,"icon":248,"meta":249,"order":250,"slug":251,"stem":252,"__hash__":253},"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":255,"title":256,"audience":6,"description":257,"extension":247,"icon":258,"meta":259,"order":205,"slug":260,"stem":261,"__hash__":262},"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":264,"title":265,"audience":6,"description":266,"extension":247,"icon":267,"meta":268,"order":211,"slug":225,"stem":269,"__hash__":270},"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":272,"title":273,"audience":6,"description":274,"extension":247,"icon":275,"meta":276,"order":277,"slug":278,"stem":279,"__hash__":280},"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":282,"title":283,"audience":6,"description":284,"extension":247,"icon":285,"meta":286,"order":287,"slug":288,"stem":289,"__hash__":290},"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":292,"title":293,"audience":6,"description":294,"extension":247,"icon":295,"meta":296,"order":297,"slug":298,"stem":299,"__hash__":300},"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":302,"title":303,"audience":6,"description":304,"extension":247,"icon":305,"meta":306,"order":307,"slug":308,"stem":309,"__hash__":310},"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":312,"title":313,"audience":6,"description":314,"extension":247,"icon":315,"meta":316,"order":317,"slug":318,"stem":319,"__hash__":320},"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":322,"title":323,"audience":6,"description":324,"extension":247,"icon":325,"meta":326,"order":327,"slug":328,"stem":329,"__hash__":330},"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":332,"title":333,"audience":6,"description":334,"extension":247,"icon":335,"meta":336,"order":337,"slug":338,"stem":339,"__hash__":340},"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":342,"title":343,"audience":344,"description":345,"extension":247,"icon":346,"meta":347,"order":348,"slug":349,"stem":350,"__hash__":351},"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":353,"title":354,"audience":344,"description":355,"extension":247,"icon":356,"meta":357,"order":358,"slug":359,"stem":360,"__hash__":361},"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",[],[364,655],{"id":365,"title":366,"audience":6,"body":367,"category":225,"description":644,"draft":227,"extension":228,"icon":645,"keywords":646,"meta":647,"navigation":232,"order":337,"path":236,"related":648,"seo":651,"stem":652,"updatedAt":653,"__hash__":654},"help\u002Fhelp\u002Fcheckout\u002Ftake-a-payment.md","Take a payment",{"type":8,"value":368,"toc":634},[369,375,379,382,393,403,407,410,413,416,436,441,445,448,558,571,575,578,581,584,587,593,596,600,603,607,617,621,624],[16,370,371,372,112],{},"Everything you sell — services, retail products, memberships, packages, gift cards — goes through one cart. Checkout runs in three steps: ",[19,373,374],{},"Cart → Tip → Payment",[11,376,378],{"id":377},"start-a-sale","Start a sale",[16,380,381],{},"Two ways in:",[89,383,384,390],{},[92,385,386,389],{},[19,387,388],{},"POS → Sell",", then start a new sale. Use this for a walk-in buying product, or a gift card.",[92,391,392],{},"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.",[16,394,395,396,399,400,112],{},"An open sale can be left and picked up later: ",[19,397,398],{},"Save as draft"," parks it, and you resume it from ",[19,401,402],{},"POS",[11,404,406],{"id":405},"build-the-cart","Build the cart",[16,408,409],{},"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.",[16,411,412],{},"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.",[16,414,415],{},"From the sale menu you can also:",[89,417,418,424,430],{},[92,419,420,423],{},[19,421,422],{},"Add cart discount"," — a fixed amount, a percentage, or a configured deal code. Discounts apply to their scoped subtotal and the total updates immediately.",[92,425,426,429],{},[19,427,428],{},"Add service charge"," — an auto-gratuity or surcharge line, if your business uses them.",[92,431,432,435],{},[19,433,434],{},"Add a sale note"," — internal, kept with the sale.",[114,437,438],{},[16,439,440],{},"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.",[11,442,444],{"id":443},"choose-a-tender","Choose a tender",[16,446,447],{},"Only the tenders that can actually settle this sale are offered:",[449,450,451,464],"table",{},[452,453,454],"thead",{},[455,456,457,461],"tr",{},[458,459,460],"th",{},"Tender",[458,462,463],{},"What it is",[465,466,467,478,488,498,508,518,528,538,548],"tbody",{},[455,468,469,475],{},[470,471,472],"td",{},[19,473,474],{},"Card on file",[470,476,477],{},"Charge the client's saved card. Leads the list when there is one, because it's the fastest.",[455,479,480,485],{},[470,481,482],{},[19,483,484],{},"External terminal",[470,486,487],{},"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.",[455,489,490,495],{},[470,491,492],{},[19,493,494],{},"Cash",[470,496,497],{},"Enter what they handed over; change due is calculated for you.",[455,499,500,505],{},[470,501,502],{},[19,503,504],{},"Check",[470,506,507],{},"Recorded like cash.",[455,509,510,515],{},[470,511,512],{},[19,513,514],{},"Gift card",[470,516,517],{},"Enter the code. The card's balance is applied, capped at the balance.",[455,519,520,525],{},[470,521,522],{},[19,523,524],{},"Membership balance",[470,526,527],{},"Spend down an account-balance membership's wallet.",[455,529,530,535],{},[470,531,532],{},[19,533,534],{},"Package",[470,536,537],{},"Redeem a prepaid session against an eligible service line.",[455,539,540,545],{},[470,541,542],{},[19,543,544],{},"Membership",[470,546,547],{},"Redeem an included session from a service-credit membership.",[455,549,550,555],{},[470,551,552],{},[19,553,554],{},"Self checkout",[470,556,557],{},"Text or email a secure link — the client enters their own card on your branded page.",[169,559,560],{},[16,561,562,563,566,567,570],{},"A cart that ",[19,564,565],{},"sells"," a gift card can't be ",[19,568,569],{},"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.",[11,572,574],{"id":573},"splitting-across-tenders","Splitting across tenders",[16,576,577],{},"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.",[16,579,580],{},"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.",[16,582,583],{},"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.",[11,585,554],{"id":586},"self-checkout",[16,588,589,590,592],{},"Choose ",[19,591,554],{},", 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.",[16,594,595],{},"Needs a client attached, a balance to collect, and a connected payment processor.",[11,597,599],{"id":598},"card-surcharges","Card surcharges",[16,601,602],{},"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.",[11,604,606],{"id":605},"when-the-client-cant-pay-today","When the client can't pay today",[16,608,609,612,613,616],{},[19,610,611],{},"Save as unpaid"," completes the sale and leaves the balance owing. The sale shows as ",[19,614,615],{},"Completed · balance due",", and you collect the balance later from the same sale.",[11,618,620],{"id":619},"close-out","Close out",[16,622,623],{},"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.",[625,626,627],"tip",{},[16,628,629,630,633],{},"Cancelling a sale voids the cart and its lines. It does ",[19,631,632],{},"not"," touch the appointment — you can start a fresh checkout for the same visit afterwards.",{"title":204,"searchDepth":205,"depth":205,"links":635},[636,637,638,639,640,641,642,643],{"id":377,"depth":205,"text":378},{"id":405,"depth":205,"text":406},{"id":443,"depth":205,"text":444},{"id":573,"depth":205,"text":574},{"id":586,"depth":205,"text":554},{"id":598,"depth":205,"text":599},{"id":605,"depth":205,"text":606},{"id":619,"depth":205,"text":620},"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",[],{},[649,234,650],"\u002Fhelp\u002Fcheckout\u002Ftips","\u002Fhelp\u002Fretail\u002Fgift-cards",{"title":366,"description":644},"help\u002Fcheckout\u002Ftake-a-payment","2026-07-26","bRjO-9Pm_e54NESUrnbW45Q_fIOb94VnzOKzG6EkvIU",{"id":656,"title":657,"audience":6,"body":658,"category":318,"description":949,"draft":227,"extension":228,"icon":950,"keywords":951,"meta":952,"navigation":232,"order":337,"path":237,"related":953,"seo":954,"stem":955,"updatedAt":240,"__hash__":956},"help\u002Fhelp\u002Fgrowth\u002Ffind-and-read-a-report.md","Find and read a report",{"type":8,"value":659,"toc":936},[660,666,670,684,688,691,694,698,704,708,711,718,722,729,743,746,750,753,757,763,767,774,832,836,842,846,849,854,858],[16,661,662,665],{},[19,663,664],{},"Growth → Reports"," is one hub for around seventy reports. The hub itself is the important part: once you know how it's organised, finding the right one takes seconds instead of scrolling.",[11,667,669],{"id":668},"two-tiers","Two tiers",[89,671,672,678],{},[92,673,674,677],{},[19,675,676],{},"Dashboards"," — a designed overview of one area. Performance, sales, clients, operations. Start here when you don't yet know what you're looking for.",[92,679,680,683],{},[19,681,682],{},"Standard reports"," — a single focused table. Use these when you already know the question.",[11,685,687],{"id":686},"seven-categories","Seven categories",[16,689,690],{},"Sales · Operations · Appointments · Team · Clients · Inventory · Finance",[16,692,693],{},"Two filter rows under the search box narrow the grid — one by tier, one by category — and the search box matches names and descriptions. Nothing is buried in a submenu.",[11,695,697],{"id":696},"favourites","Favourites",[16,699,700,701,703],{},"Star a report and it lands under the ",[19,702,697],{}," filter. Most people end up with five or six they open every week — the daily takings, the no-show rate, the drawer variance — and never touch the rest.",[11,705,707],{"id":706},"date-range","Date range",[16,709,710],{},"Every report shares one range control, and your choice carries as you move between reports. That's deliberate: comparing two reports over different windows is how people reach wrong conclusions.",[16,712,713,714,717],{},"Relative presets like \"Last 30 days\" re-derive their dates each time you come back, so a bookmarked report is never stale. ",[19,715,716],{},"Custom"," pins a fixed window.",[11,719,721],{"id":720},"comparison","Comparison",[16,723,724,725,728],{},"Set ",[19,726,727],{},"Compare to"," and every figure gains its prior-period counterpart plus the change between them:",[89,730,731,737],{},[92,732,733,736],{},[19,734,735],{},"Previous period"," — the same length of time immediately before",[92,738,739,742],{},[19,740,741],{},"Previous year"," — the same window a year earlier",[16,744,745],{},"For a seasonal business, previous year is usually the honest comparison.",[11,747,749],{"id":748},"filters","Filters",[16,751,752],{},"Most reports filter by location, team member, and service or category. Filters live in the URL, so a filtered report can be bookmarked or pasted into a message and the recipient sees exactly what you saw.",[11,754,756],{"id":755},"drilling-in","Drilling in",[16,758,759,760,762],{},"Numbers link through to what's behind them. A sales figure opens the underlying transactions in ",[19,761,21],{}," with the same filters applied. A report is a starting point, not a dead end.",[11,764,766],{"id":765},"exporting","Exporting",[16,768,769,770,773],{},"The ",[19,771,772],{},"Options"," menu on any report:",[449,775,776,786],{},[452,777,778],{},[455,779,780,783],{},[458,781,782],{},"Action",[458,784,785],{},"What happens",[465,787,788,798,812,822],{},[455,789,790,795],{},[470,791,792],{},[19,793,794],{},"Export CSV",[470,796,797],{},"Downloads immediately in the browser",[455,799,800,805],{},[470,801,802],{},[19,803,804],{},"Export Excel",[470,806,807,808],{},"Generates an ",[809,810,811],"code",{},".xlsx",[455,813,814,819],{},[470,815,816],{},[19,817,818],{},"Export PDF",[470,820,821],{},"Generates a formatted PDF",[455,823,824,829],{},[470,825,826],{},[19,827,828],{},"Add to favourites",[470,830,831],{},"Pins it under the Favourites filter",[11,833,835],{"id":834},"build-your-own","Build your own",[16,837,838,841],{},[19,839,840],{},"Reports → Builder"," groups sales data by a dimension you choose — month, week, day, location, staff, service, category, item kind, or payment method — and returns count, revenue, discount, tax, tip and quantity for each group. It answers most \"can I see X by Y?\" questions without waiting for a new report to be built. A builder configuration can be duplicated and kept.",[11,843,845],{"id":844},"what-you-can-see","What you can see",[16,847,848],{},"Reporting is permission-gated, and staff-tier roles are scoped to their own data by default — a provider sees their own performance, not the whole floor's. Compensation and earnings are a separate permission again, so someone can see their own pay without seeing a colleague's.",[114,850,851],{},[16,852,853],{},"If two people compare the same report and disagree about the number, check three things before assuming a bug: the date range, the location filter, and each person's data scope.",[11,855,857],{"id":856},"which-report-answers-what","Which report answers what",[449,859,860,870],{},[452,861,862],{},[455,863,864,867],{},[458,865,866],{},"Question",[458,868,869],{},"Where to look",[465,871,872,880,888,896,904,912,920,928],{},[455,873,874,877],{},[470,875,876],{},"How did today go?",[470,878,879],{},"Performance dashboard",[455,881,882,885],{},[470,883,884],{},"What did we take, and how?",[470,886,887],{},"Sales summary · Payment transactions",[455,889,890,893],{},[470,891,892],{},"Is the till right?",[470,894,895],{},"Cash drawer over\u002Fshort",[455,897,898,901],{},[470,899,900],{},"Who isn't turning up?",[470,902,903],{},"Cancellations & no-shows · Cancellation & no-show fees",[455,905,906,909],{},[470,907,908],{},"What do we owe?",[470,910,911],{},"Liabilities · Gift card liability · Deferred revenue",[455,913,914,917],{},[470,915,916],{},"Are clients coming back?",[470,918,919],{},"Retention · Rebook conversion · New vs returning",[455,921,922,925],{},[470,923,924],{},"What should we reorder?",[470,926,927],{},"Stock on hand · Reorder",[455,929,930,933],{},[470,931,932],{},"What do we owe the team?",[470,934,935],{},"Payroll & commission · Wages · Tips",{"title":204,"searchDepth":205,"depth":205,"links":937},[938,939,940,941,942,943,944,945,946,947,948],{"id":668,"depth":205,"text":669},{"id":686,"depth":205,"text":687},{"id":696,"depth":205,"text":697},{"id":706,"depth":205,"text":707},{"id":720,"depth":205,"text":721},{"id":748,"depth":205,"text":749},{"id":755,"depth":205,"text":756},{"id":765,"depth":205,"text":766},{"id":834,"depth":205,"text":835},{"id":844,"depth":205,"text":845},{"id":856,"depth":205,"text":857},"How the reporting hub is organised, how ranges and comparisons work, and how to get the numbers out.","i-lucide-bar-chart-3",[],{},[234,650],{"title":657,"description":949},"help\u002Fgrowth\u002Ffind-and-read-a-report","9pb6AxvJUnJWj8hY-B1TKO0fhwRqiTG3EMJ8VUcvJFk",1790210901974]