Topic
Clients & forms
Add and find clients, read a client profile, and send forms and consents.
Contents
Articles
15Add, find, and merge clientsCreate a client record, search the directory, work with tags, and combine duplicates without losing history.Read a client's profileA tour of the client profile panel — what each tab holds, where consent lives, and how to read fields hidden by your permissions.Client tags and filtersTag clients in bulk, filter the directory by tag and location, and reuse the same tags to build campaign audiences and calendar filters.Send forms and consentsBuild a form once, send it to one client or many, and track it from sent to signed.Review a submitted formOpen a client's form submission to read answers and signatures, fix unsigned responses, and see why signed answers are locked from editing.Build a form templateThe field palette, sections, conditional logic, scored questions, and signatures — everything the form builder can do.Email templates and care guidesWrite reusable emails with variables, customise the built-in system emails, and share pre- and post-care guides by private link.System emailsSee every automatic email Owneli sends — confirmations, receipts, reminders — and customise their wording without breaking them.Messages and the inboxOne thread per client across SMS and the portal — how replies are routed, why a channel is sometimes unavailable, and what consent means here.Marketing consent and unsubscribesHow marketing consent is recorded per client, what the unsubscribe link changes, and why appointment reminders keep sending after an opt-out.Client photosUpload before, after, and progress photos to a client's gallery, and control who on your team can view, add, or delete them.Why is a field hidden from me?What the locked "hidden by your permissions" placeholder means on a client record, and why hidden is never the same as empty.Blocked and flagged clientsBlock a client from booking online, what a block does and doesn't stop, and how to set a review date or lift the block later.Delete a client (GDPR erasure)When you can delete a client outright, why records with appointment history are handled differently, and what erasure keeps and why.Build an email or form with the AI helperDescribe the email template or intake form you need in plain language and let the AI assistant draft it, then review and save it yourself.
Elsewhere