[{"data":1,"prerenderedAt":3616},["ShallowReactive",2],{"help:\u002Fhelp\u002Fclients":3,"help-all-categories":4,"help-cat-articles:\u002Fhelp\u002Fclients":128,"help-related:\u002Fhelp\u002Fclients":3615},null,[5,17,27,37,47,57,67,77,87,97,107,118],{"id":6,"title":7,"audience":8,"description":9,"extension":10,"icon":11,"meta":12,"order":13,"slug":14,"stem":15,"__hash__":16},"helpCategories\u002Fhelp\u002Fcategories\u002Fgetting-started.yml","Getting started","clinic","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":18,"title":19,"audience":8,"description":20,"extension":10,"icon":21,"meta":22,"order":23,"slug":24,"stem":25,"__hash__":26},"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",{},2,"calendar","help\u002Fcategories\u002Fcalendar","s5UMHzRIeTUFi7mdsOyuSluzJBp79U9WTsTpOtbaW-E",{"id":28,"title":29,"audience":8,"description":30,"extension":10,"icon":31,"meta":32,"order":33,"slug":34,"stem":35,"__hash__":36},"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",{},3,"checkout","help\u002Fcategories\u002Fcheckout","4PQPgJd7Z25g0SvtoqqdMlnzk3DlcJpaZhNAiNiYVW0",{"id":38,"title":39,"audience":8,"description":40,"extension":10,"icon":41,"meta":42,"order":43,"slug":44,"stem":45,"__hash__":46},"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":48,"title":49,"audience":8,"description":50,"extension":10,"icon":51,"meta":52,"order":53,"slug":54,"stem":55,"__hash__":56},"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":58,"title":59,"audience":8,"description":60,"extension":10,"icon":61,"meta":62,"order":63,"slug":64,"stem":65,"__hash__":66},"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":68,"title":69,"audience":8,"description":70,"extension":10,"icon":71,"meta":72,"order":73,"slug":74,"stem":75,"__hash__":76},"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":78,"title":79,"audience":8,"description":80,"extension":10,"icon":81,"meta":82,"order":83,"slug":84,"stem":85,"__hash__":86},"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":88,"title":89,"audience":8,"description":90,"extension":10,"icon":91,"meta":92,"order":93,"slug":94,"stem":95,"__hash__":96},"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":98,"title":99,"audience":8,"description":100,"extension":10,"icon":101,"meta":102,"order":103,"slug":104,"stem":105,"__hash__":106},"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":108,"title":109,"audience":110,"description":111,"extension":10,"icon":112,"meta":113,"order":114,"slug":115,"stem":116,"__hash__":117},"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":119,"title":120,"audience":110,"description":121,"extension":10,"icon":122,"meta":123,"order":124,"slug":125,"stem":126,"__hash__":127},"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",[129,492,743,940,1224,1484,1917,2175,2348,2545,2741,2914,3105,3302,3482],{"id":130,"title":131,"audience":8,"body":132,"category":44,"description":478,"draft":479,"extension":480,"icon":481,"keywords":482,"meta":483,"navigation":484,"order":103,"path":485,"related":486,"seo":488,"stem":489,"updatedAt":490,"__hash__":491},"help\u002Fhelp\u002Fclients\u002Fadd-and-find-clients.md","Add, find, and merge clients",{"type":133,"value":134,"toc":467},"minimark",[135,140,149,152,158,164,170,176,182,185,189,195,207,213,216,220,234,237,241,244,263,266,272,275,281,285,288,295,300,304,317,321,324,464],[136,137,139],"h2",{"id":138},"add-a-client","Add a client",[141,142,143,144,148],"p",{},"The add-client overlay opens from anywhere — ",[145,146,147],"strong",{},"Clients → Add client",", the client picker inside a booking, or the waitlist. It's the same overlay everywhere, so what you learn once holds everywhere.",[141,150,151],{},"Only a name is really needed to get started; everything else can be filled in later.",[141,153,154,157],{},[145,155,156],{},"Identity"," — full name, email, phone (with country), an optional avatar, and a birthday. Birthday can be month-and-day only if you don't have the year.",[141,159,160,163],{},[145,161,162],{},"Address"," — street, apartment or unit, city, region, postcode, country.",[141,165,166,169],{},[145,167,168],{},"Additional contact"," — a second email and phone for clients who use one address for booking and another for billing.",[141,171,172,175],{},[145,173,174],{},"Communication preferences"," — appointment emails, appointment SMS, and birthday messages, each toggled independently. SMS options only become available once a phone number is on the record.",[177,178,179],"warning",{},[141,180,181],{},"Marketing consent is separate from appointment notifications, and it is never granted silently. Turning on appointment SMS is not permission to send campaigns.",[141,183,184],{},"Owneli checks for an existing client as you type a name, email or phone, and warns you before you create a second record for the same person.",[136,186,188],{"id":187},"find-a-client","Find a client",[141,190,191,194],{},[145,192,193],{},"Clients"," is the directory. Search matches name, email and phone. The list shows last visit, lifetime value, and tags at a glance.",[141,196,197,198,202,203,206],{},"Faster still: ",[199,200,201],"code",{},"⌘K"," \u002F ",[199,204,205],{},"Ctrl+K"," searches clients from any page in the app.",[208,209,210],"note",{},[141,211,212],{},"Clients belong to the business, not to a location. By default you see everyone. Use the location filter when you specifically want to see who books at one site.",[141,214,215],{},"Some columns may be hidden for you. Contact details, dates of birth and addresses, and financial figures like lifetime spend are three separate permissions — a role can see the client list without seeing their phone numbers.",[136,217,219],{"id":218},"tags","Tags",[141,221,222,223,226,227,226,230,233],{},"Tags are how you segment: ",[199,224,225],{},"VIP",", ",[199,228,229],{},"patch-test-due",[199,231,232],{},"referred-by-staff",", whatever your business needs.",[141,235,236],{},"Select clients in the list to add or remove a tag in bulk, and filter the directory by tag. Tags also drive campaign audiences and the calendar's client-tag filter.",[136,238,240],{"id":239},"bulk-actions","Bulk actions",[141,242,243],{},"Select clients with the checkboxes and act on all of them at once:",[245,246,247,251,254,257,260],"ul",{},[248,249,250],"li",{},"Send a form",[248,252,253],{},"Add to a campaign",[248,255,256],{},"Add or remove a tag",[248,258,259],{},"Export",[248,261,262],{},"Delete",[141,264,265],{},"Your selection survives changing the search and filters, so you can search, select, search again, select more, then act.",[267,268,269],"caution",{},[141,270,271],{},"Deleting a client can't be undone. Almost always, merging or archiving is what you actually want.",[136,273,259],{"id":274},"export",[141,276,277,280],{},[145,278,279],{},"Export clients"," downloads the directory as a CSV, honouring your current filters.",[136,282,284],{"id":283},"merge-duplicates","Merge duplicates",[141,286,287],{},"Two records for the same person — one from an import, one created at the desk — split their history in half. Merging fixes it.",[141,289,290,291,294],{},"Open the client you want to keep, then ",[145,292,293],{},"Merge",". Choose the duplicate to fold in. Appointments, sales, forms, photos, loyalty and notes move onto the record you kept, and the duplicate is retired.",[177,296,297],{},[141,298,299],{},"Merging is not reversible from the interface. Confirm you have the right two records — check email, phone, and last visit — before you commit.",[136,301,303],{"id":302},"bringing-a-list-in-from-elsewhere","Bringing a list in from elsewhere",[141,305,306,307,310,311,316],{},"Don't type them. ",[145,308,309],{},"Settings → Import"," maps a CSV or Excel export column by column, de-duplicates against what you already have, and can be undone in one click. See ",[312,313,315],"a",{"href":314},"\u002Fhelp\u002Fsettings\u002Fimport-your-data","Import your data",".",[136,318,320],{"id":319},"whats-on-a-clients-profile","What's on a client's profile",[141,322,323],{},"Clicking a client opens their panel — a slide-in with everything about them, tabbed:",[325,326,327,340],"table",{},[328,329,330],"thead",{},[331,332,333,337],"tr",{},[334,335,336],"th",{},"Tab",[334,338,339],{},"What's there",[341,342,343,354,364,374,384,394,404,414,424,434,444,454],"tbody",{},[331,344,345,351],{},[346,347,348],"td",{},[145,349,350],{},"Overview",[346,352,353],{},"The snapshot: next visit, recent activity, key figures",[331,355,356,361],{},[346,357,358],{},[145,359,360],{},"Activity",[346,362,363],{},"A chronological trail of everything that has happened",[331,365,366,371],{},[346,367,368],{},[145,369,370],{},"Messages",[346,372,373],{},"The two-way message thread with this client — the same thread as the inbox",[331,375,376,381],{},[346,377,378],{},[145,379,380],{},"Appointments",[346,382,383],{},"Past and upcoming visits",[331,385,386,391],{},[346,387,388],{},[145,389,390],{},"Sales",[346,392,393],{},"Every transaction, with a link into the full sale",[331,395,396,401],{},[346,397,398],{},[145,399,400],{},"Client details",[346,402,403],{},"The editable record — contact, address, preferences",[331,405,406,411],{},[346,407,408],{},[145,409,410],{},"Items",[346,412,413],{},"Memberships, packages and gift cards they hold",[331,415,416,421],{},[346,417,418],{},[145,419,420],{},"Documents",[346,422,423],{},"Completed forms and consents",[331,425,426,431],{},[346,427,428],{},[145,429,430],{},"Photos",[346,432,433],{},"Before-and-after clinical photos, on its own permission",[331,435,436,441],{},[346,437,438],{},[145,439,440],{},"Wallet",[346,442,443],{},"Store credit and saved cards",[331,445,446,451],{},[346,447,448],{},[145,449,450],{},"Loyalty",[346,452,453],{},"Points balance, tier, and reward history",[331,455,456,461],{},[346,457,458],{},[145,459,460],{},"Reviews",[346,462,463],{},"Reviews they've left",[141,465,466],{},"The panel opens over whatever you were doing and closes back to it, so you can check a client's history mid-booking without losing the booking.",{"title":468,"searchDepth":23,"depth":23,"links":469},"",[470,471,472,473,474,475,476,477],{"id":138,"depth":23,"text":139},{"id":187,"depth":23,"text":188},{"id":218,"depth":23,"text":219},{"id":239,"depth":23,"text":240},{"id":274,"depth":23,"text":259},{"id":283,"depth":23,"text":284},{"id":302,"depth":23,"text":303},{"id":319,"depth":23,"text":320},"Create a client record, search the directory, work with tags, and combine duplicates without losing history.",false,"md","i-lucide-user-plus",[],{},true,"\u002Fhelp\u002Fclients\u002Fadd-and-find-clients",[487,314],"\u002Fhelp\u002Fclients\u002Fsend-forms-and-consents",{"title":131,"description":478},"help\u002Fclients\u002Fadd-and-find-clients","2026-09-01","c75AVP3AqyKtVwVZvb0qJGuwyGbxTBXM1KOqrXUbPUQ",{"id":493,"title":494,"audience":8,"body":495,"category":44,"description":726,"draft":479,"extension":480,"icon":727,"keywords":728,"meta":735,"navigation":484,"order":736,"path":737,"related":738,"seo":740,"stem":741,"updatedAt":490,"__hash__":742},"help\u002Fhelp\u002Fclients\u002Fread-a-clients-profile.md","Read a client's profile",{"type":133,"value":496,"toc":712},[497,500,503,508,515,519,628,632,638,642,653,658,662,668,672,676,691,695,698,702],[141,498,499],{},"Click a client anywhere — the directory, a booking, a search result — and the same slide-in profile panel opens over your current screen, with everything about them organised into tabs. Close it and you're back where you were, booking intact.",[136,501,502],{"id":319},"What's on a client's profile?",[504,505,507],"h3",{"id":506},"the-header","The header",[141,509,510,511,316],{},"Name, avatar, tags, and key facts up top, with actions for editing, merging, blocking, and more. If the client is blocked, the header says so and by whom — see ",[312,512,514],{"href":513},"\u002Fhelp\u002Fclients\u002Fblocked-and-flagged-clients","Blocked and flagged clients",[504,516,518],{"id":517},"the-tabs","The tabs",[325,520,521,529],{},[328,522,523],{},[331,524,525,527],{},[334,526,336],{},[334,528,339],{},[341,530,531,540,548,556,564,572,580,588,596,604,612,620],{},[331,532,533,537],{},[346,534,535],{},[145,536,350],{},[346,538,539],{},"The snapshot: next visit, recent activity, key figures, consent on file",[331,541,542,546],{},[346,543,544],{},[145,545,360],{},[346,547,363],{},[331,549,550,554],{},[346,551,552],{},[145,553,370],{},[346,555,373],{},[331,557,558,562],{},[346,559,560],{},[145,561,380],{},[346,563,383],{},[331,565,566,570],{},[346,567,568],{},[145,569,390],{},[346,571,393],{},[331,573,574,578],{},[346,575,576],{},[145,577,400],{},[346,579,403],{},[331,581,582,586],{},[346,583,584],{},[145,585,410],{},[346,587,413],{},[331,589,590,594],{},[346,591,592],{},[145,593,420],{},[346,595,423],{},[331,597,598,602],{},[346,599,600],{},[145,601,430],{},[346,603,433],{},[331,605,606,610],{},[346,607,608],{},[145,609,440],{},[346,611,443],{},[331,613,614,618],{},[346,615,616],{},[145,617,450],{},[346,619,453],{},[331,621,622,626],{},[346,623,624],{},[145,625,460],{},[346,627,463],{},[136,629,631],{"id":630},"consent-on-file","Consent on file",[141,633,634,635,637],{},"The Overview surfaces whether the client has a consent on record — a signed form or an explicit consent checkbox — and its date. The consent's content lives in the submission itself, under ",[145,636,420],{},". Viewing consent status is treated as a clinical read and is written to the audit trail.",[136,639,641],{"id":640},"when-something-is-hidden-not-empty","When something is hidden, not empty",[141,643,644,645,648,649,316],{},"Some fields — allergies, internal notes, contact details, financial figures, photos — are each behind their own permission. If your role lacks one, the field renders as a locked \"hidden by your permissions\" placeholder, ",[145,646,647],{},"never"," as \"none recorded\". A profile that looks sparse to you may be full for a colleague. See ",[312,650,652],{"href":651},"\u002Fhelp\u002Fclients\u002Fwhy-is-a-field-hidden","Why is a field hidden from me?",[177,654,655],{},[141,656,657],{},"Never treat a field you can't see as evidence of absence. \"No allergies shown\" and \"no allergies recorded\" are different claims — if the allergy field is masked for you, ask someone who can see it before treating.",[136,659,661],{"id":660},"deep-links","Deep links",[141,663,664,667],{},[199,665,666],{},"\u002Fclients\u002F\u003Cid>"," is a stable link to a client — paste it in a note or a board card and it opens the panel over the directory. Emails Owneli sends to staff use these links too.",[136,669,671],{"id":670},"common-questions","Common questions",[504,673,675],{"id":674},"where-do-i-see-what-a-client-signed","Where do I see what a client signed?",[141,677,678,680,681,685,686,690],{},[145,679,420],{}," lists completed forms and consents; open one to see the answers and signature — see ",[312,682,684],{"href":683},"\u002Fhelp\u002Fclients\u002Freview-a-submitted-form","Review a submitted form",". The Overview also shows whether ",[687,688,689],"em",{},"any"," consent is on file and its date.",[504,692,694],{"id":693},"why-does-a-clients-profile-look-emptier-to-me-than-to-my-manager","Why does a client's profile look emptier to me than to my manager?",[141,696,697],{},"Contact details, clinical fields, financials, and photos are each behind their own permission. What you lack renders as a locked placeholder, not as empty data.",[504,699,701],{"id":700},"how-do-i-edit-the-clients-details","How do I edit the client's details?",[141,703,704,705,708,709,316],{},"Open the ",[145,706,707],{},"Details"," tab, or use the edit action in the header — it opens the same overlay used to ",[312,710,711],{"href":485},"add a client",{"title":468,"searchDepth":23,"depth":23,"links":713},[714,718,719,720,721],{"id":319,"depth":23,"text":502,"children":715},[716,717],{"id":506,"depth":33,"text":507},{"id":517,"depth":33,"text":518},{"id":630,"depth":23,"text":631},{"id":640,"depth":23,"text":641},{"id":660,"depth":23,"text":661},{"id":670,"depth":23,"text":671,"children":722},[723,724,725],{"id":674,"depth":33,"text":675},{"id":693,"depth":33,"text":694},{"id":700,"depth":33,"text":701},"A tour of the client profile panel — what each tab holds, where consent lives, and how to read fields hidden by your permissions.","i-lucide-user",[729,730,731,732,733,734],"client profile","client record tabs","client history","consent on file","allergies hidden","client wallet and loyalty",{},15,"\u002Fhelp\u002Fclients\u002Fread-a-clients-profile",[485,651,739],"\u002Fhelp\u002Fclients\u002Fclient-photos",{"title":494,"description":726},"help\u002Fclients\u002Fread-a-clients-profile","GAaJiCCfiB75w4Da9oK8LSozfEdIDpAii12D10AcW2U",{"id":744,"title":745,"audience":8,"body":746,"category":44,"description":922,"draft":479,"extension":480,"icon":923,"keywords":924,"meta":931,"navigation":484,"order":932,"path":933,"related":934,"seo":936,"stem":937,"updatedAt":938,"__hash__":939},"help\u002Fhelp\u002Fclients\u002Fclient-tags-and-filters.md","Client tags and filters",{"type":133,"value":747,"toc":907},[748,765,769,796,800,824,828,831,851,855,864,877,879,883,890,894,897,901],[141,749,750,751,226,753,226,755,757,758,760,761,764],{},"Tags are free-form labels on client records — ",[199,752,225],{},[199,754,229],{},[199,756,232],{}," — and the fastest way to apply them is in bulk from the ",[145,759,193],{}," directory: select rows with the checkboxes, then ",[145,762,763],{},"Add tag",". The same tags then drive filters, campaign audiences, and calendar highlights.",[136,766,768],{"id":767},"how-do-i-tag-clients-in-bulk","How do I tag clients in bulk?",[770,771,772,776,782,786,789,793],"steps",{},[504,773,775],{"id":774},"select-clients","Select clients",[141,777,778,779,781],{},"Open ",[145,780,193],{}," and tick the checkboxes on the rows you want. Your selection survives changing the search and filters, so you can search, select, search again, and select more.",[504,783,785],{"id":784},"choose-add-tag-or-remove-tag","Choose Add tag or Remove tag",[141,787,788],{},"From the bulk-action bar that appears with a selection.",[504,790,792],{"id":791},"pick-or-type-the-tag","Pick or type the tag",[141,794,795],{},"Existing tags are suggested; typing a new name creates it.",[136,797,799],{"id":798},"filter-the-directory","Filter the directory",[245,801,802,808,818],{},[248,803,804,807],{},[145,805,806],{},"Search"," matches name, email, and phone (email\u002Fphone matching requires the contact-details permission).",[248,809,810,813,814,817],{},[145,811,812],{},"Tag chips"," — every tag in use appears as a toggle chip; turn one or more on to narrow the list, and ",[145,815,816],{},"Clear"," to reset.",[248,819,820,823],{},[145,821,822],{},"Location"," — if you have more than one location, a location pill filters to clients who book at one site. Clients are business-wide, so the default is everyone.",[136,825,827],{"id":826},"where-else-tags-work","Where else tags work",[141,829,830],{},"The same tags drive other surfaces, which is why consistent naming pays off:",[245,832,833,839,845],{},[248,834,835,838],{},[145,836,837],{},"Campaign audiences"," — target a campaign at a tag.",[248,840,841,844],{},[145,842,843],{},"Calendar filters"," — the calendar's client-tag filter highlights appointments for tagged clients.",[248,846,847,850],{},[145,848,849],{},"Search results"," — tags show alongside client matches.",[136,852,854],{"id":853},"export-what-you-filtered","Export what you filtered",[141,856,857,859,860,863],{},[145,858,279],{}," downloads a CSV honouring the current search, tag, and location filters — so \"everyone tagged ",[199,861,862],{},"lapsed"," at the downtown site\" is one filter-then-export away.",[865,866,867],"tip",{},[141,868,869,870,872,873,876],{},"Prune tags occasionally. Two spellings of the same idea (",[199,871,225],{}," and ",[199,874,875],{},"vip-client",") silently split every audience built on them.",[136,878,671],{"id":670},[504,880,882],{"id":881},"can-i-remove-a-tag-from-many-clients-at-once","Can I remove a tag from many clients at once?",[141,884,885,886,889],{},"Yes — select the clients and choose ",[145,887,888],{},"Remove tag"," from the bulk-action bar, the mirror of adding one.",[504,891,893],{"id":892},"are-tags-visible-to-clients","Are tags visible to clients?",[141,895,896],{},"No. Tags are internal — they never appear on the portal, in emails, or on receipts.",[504,898,900],{"id":899},"can-i-filter-by-more-than-one-tag","Can I filter by more than one tag?",[141,902,903,904,906],{},"Yes — toggle multiple tag chips to narrow the list, and use ",[145,905,816],{}," to reset. Your export follows whatever combination is active.",{"title":468,"searchDepth":23,"depth":23,"links":908},[909,914,915,916,917],{"id":767,"depth":23,"text":768,"children":910},[911,912,913],{"id":774,"depth":33,"text":775},{"id":784,"depth":33,"text":785},{"id":791,"depth":33,"text":792},{"id":798,"depth":23,"text":799},{"id":826,"depth":23,"text":827},{"id":853,"depth":23,"text":854},{"id":670,"depth":23,"text":671,"children":918},[919,920,921],{"id":881,"depth":33,"text":882},{"id":892,"depth":33,"text":893},{"id":899,"depth":33,"text":900},"Tag clients in bulk, filter the directory by tag and location, and reuse the same tags to build campaign audiences and calendar filters.","i-lucide-tags",[925,926,927,928,929,930],"client tags","segment clients","bulk tag clients","filter client list","client audience for campaign","export filtered clients",{},17,"\u002Fhelp\u002Fclients\u002Fclient-tags-and-filters",[485,935],"\u002Fhelp\u002Fgrowth\u002Fcampaigns",{"title":745,"description":922},"help\u002Fclients\u002Fclient-tags-and-filters","2026-08-14","dmaK_KUivOz82YOx_ftO3f0uzGptz9rS-YakYs3-UxQ",{"id":941,"title":942,"audience":8,"body":943,"category":44,"description":1214,"draft":479,"extension":480,"icon":1215,"keywords":1216,"meta":1217,"navigation":484,"order":114,"path":487,"related":1218,"seo":1220,"stem":1221,"updatedAt":1222,"__hash__":1223},"help\u002Fhelp\u002Fclients\u002Fsend-forms-and-consents.md","Send forms and consents",{"type":133,"value":944,"toc":1199},[945,948,952,957,960,963,983,986,991,994,1004,1037,1040,1044,1050,1134,1137,1140,1144,1151,1160,1164,1170,1174,1180,1189,1193],[141,946,947],{},"Forms cover intake questionnaires, medical history, consent, and post-treatment sign-off. You build a template once and send it as many times as you need.",[136,949,951],{"id":950},"build-a-form","Build a form",[141,953,954],{},[145,955,956],{},"Clients → Forms → New form",[141,958,959],{},"Add fields, group them into sections, and mark the ones that are required. Start from a blank form or one of the starter templates.",[141,961,962],{},"Per-form settings worth knowing:",[245,964,965,971,977],{},[248,966,967,970],{},[145,968,969],{},"Category"," — how the form is grouped in the list and in a client's documents",[248,972,973,976],{},[145,974,975],{},"Signature"," — whether a signature is captured at the end",[248,978,979,982],{},[145,980,981],{},"Expiry"," — a default number of days a sent link stays live",[141,984,985],{},"Each template has version history, so you can see what changed and when. A form already sent to a client keeps the version they were sent — editing a template never rewrites a completed submission.",[865,987,988],{},[141,989,990],{},"Archive a form you no longer send instead of deleting it. Deleting orphans the submissions that reference it.",[136,992,250],{"id":993},"send-a-form",[141,995,996,999,1000,1003],{},[145,997,998],{},"Clients → Submissions → Send",", or from a client's profile, or from the ",[145,1001,1002],{},"Send"," button in the top bar.",[770,1005,1006,1010,1013,1017,1020,1024,1027,1031,1034],{},[504,1007,1009],{"id":1008},"pick-the-form","Pick the form",[141,1011,1012],{},"The active templates you're allowed to send.",[504,1014,1016],{"id":1015},"pick-who-gets-it","Pick who gets it",[141,1018,1019],{},"One client, several selected from the directory, or everyone carrying a particular tag. If the person isn't in the directory yet you can add them inline without leaving the send screen.",[504,1021,1023],{"id":1022},"set-the-expiry","Set the expiry",[141,1025,1026],{},"Default seven days, adjustable. The screen tells you the exact date the link will stop working.",[504,1028,1030],{"id":1029},"choose-the-email","Choose the email",[141,1032,1033],{},"An email notification goes with the form by default, using one of your email templates. You can turn it off and share the link some other way.",[504,1035,1002],{"id":1036},"send",[141,1038,1039],{},"Each recipient gets their own private link. Nobody can see anybody else's answers, and the link carries no login.",[136,1041,1043],{"id":1042},"track-a-submission","Track a submission",[141,1045,1046,1049],{},[145,1047,1048],{},"Clients → Submissions"," lists everything sent. Each one moves through these states:",[325,1051,1052,1062],{},[328,1053,1054],{},[331,1055,1056,1059],{},[334,1057,1058],{},"Status",[334,1060,1061],{},"Meaning",[341,1063,1064,1074,1084,1094,1104,1114,1124],{},[331,1065,1066,1071],{},[346,1067,1068],{},[145,1069,1070],{},"Draft",[346,1072,1073],{},"Created but not sent",[331,1075,1076,1081],{},[346,1077,1078],{},[145,1079,1080],{},"Sent",[346,1082,1083],{},"Delivered, not yet opened",[331,1085,1086,1091],{},[346,1087,1088],{},[145,1089,1090],{},"Viewed",[346,1092,1093],{},"The client opened the link",[331,1095,1096,1101],{},[346,1097,1098],{},[145,1099,1100],{},"In progress",[346,1102,1103],{},"They started answering",[331,1105,1106,1111],{},[346,1107,1108],{},[145,1109,1110],{},"Completed",[346,1112,1113],{},"Submitted, and signed if the form asked for a signature",[331,1115,1116,1121],{},[346,1117,1118],{},[145,1119,1120],{},"Expired",[346,1122,1123],{},"The link passed its expiry unanswered",[331,1125,1126,1131],{},[346,1127,1128],{},[145,1129,1130],{},"Archived",[346,1132,1133],{},"Filed away",[141,1135,1136],{},"The list flags forms that were sent more than 72 hours ago and never opened, so a stalled intake gets chased instead of forgotten.",[141,1138,1139],{},"You can resend, extend, or cancel outstanding forms in bulk from the list.",[136,1141,1143],{"id":1142},"attach-forms-to-a-service","Attach forms to a service",[141,1145,1146,1147,1150],{},"A service can require a form. Set it on the service under its ",[145,1148,1149],{},"Forms"," tab, and the form is offered — or required — as part of that booking.",[177,1152,1153],{},[141,1154,1155,1156,1159],{},"If a service requires a signed clinical form and it isn't signed, ",[145,1157,1158],{},"checkout is blocked"," for that sale. The message names the form. Send and complete it, then settle.",[136,1161,1163],{"id":1162},"filling-a-form-in-the-clinic","Filling a form in the clinic",[141,1165,1166,1169],{},[145,1167,1168],{},"Kiosk"," turns a tablet at the front desk into a self-serve station: the client picks their form, fills it in, signs, and hands the tablet back. The kiosk is PIN-protected so a client can't wander into the rest of the app, and it locks out after repeated wrong PINs.",[136,1171,1173],{"id":1172},"reading-the-answers","Reading the answers",[141,1175,1176,1177,1179],{},"Completed submissions appear on the client's ",[145,1178,420],{}," tab and in the submission list. Open one to read the answers, see the signature, and download a PDF.",[177,1181,1182],{},[141,1183,1184,1185,316],{},"Health information in forms is treated as sensitive. Access to submissions and clinical charts is permission-gated separately from the rest of the client record — see ",[312,1186,1188],{"href":1187},"\u002Fhelp\u002Fsettings\u002Froles-and-permissions","Roles and permissions",[136,1190,1192],{"id":1191},"reporting","Reporting",[141,1194,1195,1198],{},[145,1196,1197],{},"Growth → Reports → Forms funnel"," shows how many forms you send, how many are opened, and how many come back completed.",{"title":468,"searchDepth":23,"depth":23,"links":1200},[1201,1202,1209,1210,1211,1212,1213],{"id":950,"depth":23,"text":951},{"id":993,"depth":23,"text":250,"children":1203},[1204,1205,1206,1207,1208],{"id":1008,"depth":33,"text":1009},{"id":1015,"depth":33,"text":1016},{"id":1022,"depth":33,"text":1023},{"id":1029,"depth":33,"text":1030},{"id":1036,"depth":33,"text":1002},{"id":1042,"depth":23,"text":1043},{"id":1142,"depth":23,"text":1143},{"id":1162,"depth":23,"text":1163},{"id":1172,"depth":23,"text":1173},{"id":1191,"depth":23,"text":1192},"Build a form once, send it to one client or many, and track it from sent to signed.","i-lucide-clipboard-list",[],{},[485,1219],"\u002Fhelp\u002Fsettings\u002Fservices-and-pricing",{"title":942,"description":1214},"help\u002Fclients\u002Fsend-forms-and-consents","2026-07-26","kCCJiIwJL-96ku8HcLpziqgSEyQj2_pub0mDXJiA1f4",{"id":1225,"title":684,"audience":8,"body":1226,"category":44,"description":1468,"draft":479,"extension":480,"icon":1469,"keywords":1470,"meta":1477,"navigation":484,"order":1478,"path":683,"related":1479,"seo":1481,"stem":1482,"updatedAt":938,"__hash__":1483},"help\u002Fhelp\u002Fclients\u002Freview-a-submitted-form.md",{"type":133,"value":1227,"toc":1455},[1228,1233,1237,1240,1297,1300,1329,1340,1345,1349,1363,1377,1381,1384,1390,1395,1399,1406,1410,1416,1418,1422,1430,1434,1437,1441,1448,1452],[141,1229,778,1230,1232],{},[145,1231,1048],{}," and click a submission to see everything the client entered — answers, signatures, uploaded files, delivery status, and internal notes. Unsigned answers can be corrected; signed ones are locked and must be re-collected.",[136,1234,1236],{"id":1235},"whats-on-the-submission-detail-page","What's on the submission detail page?",[141,1238,1239],{},"The header shows the client, the template, and the submission's status:",[325,1241,1242,1250],{},[328,1243,1244],{},[331,1245,1246,1248],{},[334,1247,1058],{},[334,1249,1061],{},[341,1251,1252,1261,1270,1279,1288],{},[331,1253,1254,1258],{},[346,1255,1256],{},[145,1257,1080],{},[346,1259,1260],{},"Emailed to the client, not yet opened",[331,1262,1263,1267],{},[346,1264,1265],{},[145,1266,1090],{},[346,1268,1269],{},"Opened, not yet submitted",[331,1271,1272,1276],{},[346,1273,1274],{},[145,1275,1110],{},[346,1277,1278],{},"Submitted — answers are on the page",[331,1280,1281,1285],{},[346,1282,1283],{},[145,1284,1120],{},[346,1286,1287],{},"The fill-in link lapsed before they finished",[331,1289,1290,1294],{},[346,1291,1292],{},[145,1293,1130],{},[346,1295,1296],{},"Retired from the active list",[141,1298,1299],{},"Below it:",[245,1301,1302,1308,1317,1323],{},[248,1303,1304,1307],{},[145,1305,1306],{},"Response data"," — every answer, in the order the form asked. File-upload answers render as real download links.",[248,1309,1310,1313,1314,316],{},[145,1311,1312],{},"Signatures"," — each signature or initial field shows the captured signature and when it was signed, or ",[145,1315,1316],{},"Not signed",[248,1318,1319,1322],{},[145,1320,1321],{},"Email status"," — whether the form email was delivered and opened, and when the link expires.",[248,1324,1325,1328],{},[145,1326,1327],{},"Admin notes"," — a free-text notes box for staff, invisible to the client.",[141,1330,1331,1332,1335,1336,1339],{},"Use ",[199,1333,1334],{},"j","\u002F",[199,1337,1338],{},"k"," or the arrow keys to step to the previous or next submission without going back to the list.",[865,1341,1342],{},[141,1343,1344],{},"The browser tab title deliberately shows a short reference instead of the client's name, so a screen-share or a glance at your tabs doesn't leak who submitted what.",[136,1346,1348],{"id":1347},"chase-an-unfinished-form","Chase an unfinished form",[141,1350,1351,1352,226,1355,1358,1359,1362],{},"For a submission still in ",[145,1353,1354],{},"sent",[145,1356,1357],{},"viewed",", or ",[145,1360,1361],{},"expired",":",[245,1364,1365,1371],{},[248,1366,1367,1370],{},[145,1368,1369],{},"Resend"," emails the client their form link again.",[248,1372,1373,1376],{},[145,1374,1375],{},"Copy link"," copies the fill-in link so you can send it yourself, or open it for a client at the desk.",[136,1378,1380],{"id":1379},"edit-an-answer-and-when-you-cant","Edit an answer — and when you can't",[141,1382,1383],{},"If your role can manage submissions, completed responses can be edited — the pre-signature typo-fix path. Every edit is kept in an edit history.",[141,1385,1386,1389],{},[145,1387,1388],{},"Signed responses are locked."," Once a client has signed, editing any answer is refused — a consent with silently changed answers under a signature would be worthless. To correct a signed submission, re-send the form and collect a corrected, re-signed response; the original stays intact as the record of what was actually signed.",[177,1391,1392],{},[141,1393,1394],{},"Don't work around the lock by keeping corrections in the notes box for anything clinically or legally material — re-send the form. The signature must cover the answers.",[136,1396,1398],{"id":1397},"masked-answers-phi","Masked answers (PHI)",[141,1400,1401,1402,1405],{},"If a form is marked as containing protected health information and your role doesn't include clinical chart access, the answers appear masked. You can ",[145,1403,1404],{},"reveal"," them for that one submission when your work requires it — the reveal is recorded in the audit trail with your name. Accountability, not a hard wall.",[136,1407,1409],{"id":1408},"download-and-export","Download and export",[141,1411,1412,1415],{},[145,1413,1414],{},"Download PDF"," produces the completed form — answers and signatures — as a PDF for printing or external records.",[136,1417,671],{"id":670},[504,1419,1421],{"id":1420},"the-client-says-the-link-expired-what-do-i-do","The client says the link expired. What do I do?",[141,1423,1331,1424,1426,1427,1429],{},[145,1425,1369],{}," on the submission — it emails them a fresh link to the same form. Or ",[145,1428,1375],{}," and send it however you like.",[504,1431,1433],{"id":1432},"can-i-change-an-answer-after-the-client-signed","Can I change an answer after the client signed?",[141,1435,1436],{},"No. Signed responses are locked; re-send the form and collect a corrected, re-signed response. The original stays on record.",[504,1438,1440],{"id":1439},"why-are-the-answers-hidden-behind-a-mask","Why are the answers hidden behind a mask?",[141,1442,1443,1444,1447],{},"The form contains protected health information and your role doesn't include chart access. ",[145,1445,1446],{},"Reveal"," shows them for that submission and records the reveal in the audit trail.",[504,1449,1451],{"id":1450},"who-can-edit-unsigned-answers","Who can edit unsigned answers?",[141,1453,1454],{},"Anyone whose role can manage submissions — it's a capability, not a job title. Edits are kept in the response's edit history.",{"title":468,"searchDepth":23,"depth":23,"links":1456},[1457,1458,1459,1460,1461,1462],{"id":1235,"depth":23,"text":1236},{"id":1347,"depth":23,"text":1348},{"id":1379,"depth":23,"text":1380},{"id":1397,"depth":23,"text":1398},{"id":1408,"depth":23,"text":1409},{"id":670,"depth":23,"text":671,"children":1463},[1464,1465,1466,1467],{"id":1420,"depth":33,"text":1421},{"id":1432,"depth":33,"text":1433},{"id":1439,"depth":33,"text":1440},{"id":1450,"depth":33,"text":1451},"Open a client's form submission to read answers and signatures, fix unsigned responses, and see why signed answers are locked from editing.","i-lucide-file-check",[1471,1472,1473,1474,1475,1476],"view form submission","consent form not signed","edit form answers","signed response locked","resend intake form","download form pdf",{},22,[487,1480,651],"\u002Fhelp\u002Fclients\u002Fbuild-a-form",{"title":684,"description":1468},"help\u002Fclients\u002Freview-a-submitted-form","4TZjyeL1bq62dt6qTp6i0o79a7qgrz5N72U7wArdUu0",{"id":1485,"title":1486,"audience":8,"body":1487,"category":44,"description":1908,"draft":479,"extension":480,"icon":1909,"keywords":1910,"meta":1911,"navigation":484,"order":1912,"path":1480,"related":1913,"seo":1914,"stem":1915,"updatedAt":1222,"__hash__":1916},"help\u002Fhelp\u002Fclients\u002Fbuild-a-form.md","Build a form template",{"type":133,"value":1488,"toc":1890},[1489,1493,1499,1503,1510,1513,1517,1521,1555,1559,1576,1579,1583,1593,1597,1660,1672,1676,1737,1741,1744,1753,1757,1764,1774,1777,1781,1788,1791,1814,1821,1826,1829,1833,1850,1854,1857,1861,1867,1876,1880,1883,1887],[141,1490,1491],{},[145,1492,956],{},[141,1494,1495,1496,1498],{},"A form template is built once and sent as many times as you need. This page covers authoring; ",[312,1497,942],{"href":487}," covers sending and tracking.",[136,1500,1502],{"id":1501},"simple-mode-and-the-full-palette","Simple mode and the full palette",[141,1504,1505,1506,1509],{},"The builder starts in ",[145,1507,1508],{},"simple mode",", showing only the everyday field types. Most intake forms never need more than that.",[141,1511,1512],{},"Switch out of simple mode when you want the advanced types — date-and-time, rating, address, file upload, and calculated fields.",[136,1514,1516],{"id":1515},"the-field-palette","The field palette",[504,1518,1520],{"id":1519},"layout","Layout",[325,1522,1523,1533],{},[328,1524,1525],{},[331,1526,1527,1530],{},[334,1528,1529],{},"Field",[334,1531,1532],{},"Use it for",[341,1534,1535,1545],{},[331,1536,1537,1542],{},[346,1538,1539],{},[145,1540,1541],{},"Section",[346,1543,1544],{},"A heading that breaks a long form into readable chunks",[331,1546,1547,1552],{},[346,1548,1549],{},[145,1550,1551],{},"Paragraph",[346,1553,1554],{},"Explanatory text with no input — instructions, a disclaimer",[504,1556,1558],{"id":1557},"text-inputs","Text inputs",[141,1560,1561,226,1564,226,1567,226,1570,226,1573,316],{},[145,1562,1563],{},"Text",[145,1565,1566],{},"Long text",[145,1568,1569],{},"Email",[145,1571,1572],{},"Phone",[145,1574,1575],{},"Number",[141,1577,1578],{},"Email and phone validate what's typed, so you get a usable address rather than a typo.",[504,1580,1582],{"id":1581},"date-and-time","Date and time",[141,1584,1585,226,1588,226,1591,316],{},[145,1586,1587],{},"Date",[145,1589,1590],{},"Time",[145,1592,1582],{},[504,1594,1596],{"id":1595},"selection","Selection",[325,1598,1599,1608],{},[328,1600,1601],{},[331,1602,1603,1605],{},[334,1604,1529],{},[334,1606,1607],{},"Behaviour",[341,1609,1610,1620,1630,1640,1650],{},[331,1611,1612,1617],{},[346,1613,1614],{},[145,1615,1616],{},"Checkbox",[346,1618,1619],{},"A single yes\u002Fno tick",[331,1621,1622,1627],{},[346,1623,1624],{},[145,1625,1626],{},"Checkbox group",[346,1628,1629],{},"Pick any number from a list",[331,1631,1632,1637],{},[346,1633,1634],{},[145,1635,1636],{},"Radio buttons",[346,1638,1639],{},"Pick exactly one, all options visible",[331,1641,1642,1647],{},[346,1643,1644],{},[145,1645,1646],{},"Dropdown",[346,1648,1649],{},"Pick exactly one from a longer list",[331,1651,1652,1657],{},[346,1653,1654],{},[145,1655,1656],{},"Rating",[346,1658,1659],{},"A star rating",[865,1661,1662],{},[141,1663,1331,1664,1667,1668,1671],{},[145,1665,1666],{},"radio buttons"," when there are five or fewer options and you want the client to see them all — a medical yes\u002Fno\u002Funsure. Use a ",[145,1669,1670],{},"dropdown"," when the list is long enough that showing it all would bury the rest of the form.",[504,1673,1675],{"id":1674},"advanced","Advanced",[325,1677,1678,1687],{},[328,1679,1680],{},[331,1681,1682,1684],{},[334,1683,1529],{},[334,1685,1686],{},"What it does",[341,1688,1689,1698,1707,1717,1727],{},[331,1690,1691,1695],{},[346,1692,1693],{},[145,1694,162],{},[346,1696,1697],{},"A structured address, not a free-text box",[331,1699,1700,1704],{},[346,1701,1702],{},[145,1703,975],{},[346,1705,1706],{},"Drawn on screen. This is what makes a consent a consent.",[331,1708,1709,1714],{},[346,1710,1711],{},[145,1712,1713],{},"Initials",[346,1715,1716],{},"A lighter-weight acknowledgment, for initialling individual clauses",[331,1718,1719,1724],{},[346,1720,1721],{},[145,1722,1723],{},"File upload",[346,1725,1726],{},"The client attaches a document or photo",[331,1728,1729,1734],{},[346,1730,1731],{},[145,1732,1733],{},"Calculated",[346,1735,1736],{},"A score derived from other answers — see below",[136,1738,1740],{"id":1739},"required-fields","Required fields",[141,1742,1743],{},"Mark any field as required and the form can't be submitted without it.",[177,1745,1746],{},[141,1747,1748,1749,1752],{},"A required field inside a section that's hidden by conditional logic is ",[145,1750,1751],{},"not"," enforced while it's hidden. That's correct behaviour — you can't require an answer to a question the client was never shown — but it means \"required\" alone doesn't guarantee you'll get an answer. Check your conditions.",[136,1754,1756],{"id":1755},"conditional-logic","Conditional logic",[141,1758,1759,1760,1763],{},"Any field can be shown only when other answers meet a condition — \"if the client ticked ",[687,1761,1762],{},"pregnant",", show these three questions\".",[141,1765,1766,1767,1770,1771,1773],{},"You can combine several conditions and choose whether ",[145,1768,1769],{},"all"," of them must match or ",[145,1772,689],{}," of them.",[141,1775,1776],{},"The same rules are evaluated on the server when the form is submitted, so a client can't bypass a condition by fiddling with the page.",[136,1778,1780],{"id":1779},"calculated-fields","Calculated fields",[141,1782,1783,1784,1787],{},"A ",[145,1785,1786],{},"calculated"," field produces a score from other answers. It's how you turn a questionnaire into a triage signal.",[141,1789,1790],{},"How the total is built:",[245,1792,1793,1801,1806],{},[248,1794,1795,872,1798,1800],{},[145,1796,1797],{},"Radio",[145,1799,1670],{}," — the selected option's score",[248,1802,1803,1805],{},[145,1804,1626],{}," — the sum of every selected option's score",[248,1807,1808,872,1810,1813],{},[145,1809,1656],{},[145,1811,1812],{},"number"," — the value itself",[141,1815,1816,1817,1820],{},"You then map the total onto ",[145,1818,1819],{},"bands"," — a label for each range, with the total falling into the lowest band whose maximum it fits under. A total above every band lands in the highest one.",[208,1822,1823],{},[141,1824,1825],{},"Scoring is deliberately bounded to summing option scores and mapping to bands. There is no general formula engine — that's a safety decision, not an omission. If you need something more elaborate, calculate it outside the form.",[141,1827,1828],{},"The live preview computes the score exactly the way the server does, so what you see while authoring is what the client's submission will record.",[136,1830,1832],{"id":1831},"form-settings","Form settings",[245,1834,1835,1840,1845],{},[248,1836,1837,1839],{},[145,1838,969],{}," — how the form is grouped in lists and in a client's documents",[248,1841,1842,1844],{},[145,1843,975],{}," — whether a signature is captured",[248,1846,1847,1849],{},[145,1848,981],{}," — the default number of days a sent link stays live",[136,1851,1853],{"id":1852},"versions","Versions",[141,1855,1856],{},"Every form has version history. A form already sent keeps the version the client was sent — editing a template never rewrites a submission somebody has already completed.",[136,1858,1860],{"id":1859},"attaching-a-form-to-a-service","Attaching a form to a service",[141,1862,1863,1864,1866],{},"A service can require a form, set on the service's ",[145,1865,1149],{}," tab.",[177,1868,1869],{},[141,1870,1871,1872,1875],{},"A service that requires a signed clinical form will ",[145,1873,1874],{},"block checkout"," until the form is signed. Test the whole path — send, complete, sign, check out — before you put a required form on a service you sell every day.",[136,1877,1879],{"id":1878},"starter-templates","Starter templates",[141,1881,1882],{},"The builder ships with starter templates. Starting from one and cutting what you don't need is usually faster than starting from an empty form, and you're less likely to forget a standard question.",[136,1884,1886],{"id":1885},"archiving","Archiving",[141,1888,1889],{},"Archive a form you no longer send rather than deleting it. Deleting orphans the submissions that reference it.",{"title":468,"searchDepth":23,"depth":23,"links":1891},[1892,1893,1900,1901,1902,1903,1904,1905,1906,1907],{"id":1501,"depth":23,"text":1502},{"id":1515,"depth":23,"text":1516,"children":1894},[1895,1896,1897,1898,1899],{"id":1519,"depth":33,"text":1520},{"id":1557,"depth":33,"text":1558},{"id":1581,"depth":33,"text":1582},{"id":1595,"depth":33,"text":1596},{"id":1674,"depth":33,"text":1675},{"id":1739,"depth":23,"text":1740},{"id":1755,"depth":23,"text":1756},{"id":1779,"depth":23,"text":1780},{"id":1831,"depth":23,"text":1832},{"id":1852,"depth":23,"text":1853},{"id":1859,"depth":23,"text":1860},{"id":1878,"depth":23,"text":1879},{"id":1885,"depth":23,"text":1886},"The field palette, sections, conditional logic, scored questions, and signatures — everything the form builder can do.","i-lucide-file-text",[],{},25,[487,1219],{"title":1486,"description":1908},"help\u002Fclients\u002Fbuild-a-form","WMoP9GihXdPlY9PaXndVnFL0KQXbEhIjVcZcwApPie0",{"id":1918,"title":1919,"audience":8,"body":1920,"category":44,"description":2165,"draft":479,"extension":480,"icon":2166,"keywords":2167,"meta":2168,"navigation":484,"order":2169,"path":2170,"related":2171,"seo":2172,"stem":2173,"updatedAt":490,"__hash__":2174},"help\u002Fhelp\u002Fclients\u002Femails-and-care-guides.md","Email templates and care guides",{"type":133,"value":1921,"toc":2148},[1922,1926,1931,1934,1938,1953,1957,1960,1966,1970,1975,1981,1985,1988,1992,1998,2001,2007,2011,2020,2023,2030,2035,2039,2044,2047,2051,2060,2063,2066,2072,2075,2078,2084,2088,2097,2101],[136,1923,1925],{"id":1924},"email-templates","Email templates",[141,1927,1928],{},[145,1929,1930],{},"Clients → Emails",[141,1932,1933],{},"A template is a reusable email you send to clients — pre-care instructions, a post-treatment check-in, an appointment note.",[504,1935,1937],{"id":1936},"create-one","Create one",[141,1939,1940,1941,1944,1945,1948,1949,1952],{},"Give it a name, a ",[145,1942,1943],{},"subject",", and a ",[145,1946,1947],{},"message",". Choose a ",[145,1950,1951],{},"category"," so the list stays navigable: Pre-care, Post-care, Reminder, Confirmation, Notification, Marketing, or Other.",[504,1954,1956],{"id":1955},"variables","Variables",[141,1958,1959],{},"Templates support variables — placeholders like the client's name that fill in when the email is sent. The template card shows how many variables a template uses, and the subject field hints at the syntax as you type.",[141,1961,1962,1965],{},[145,1963,1964],{},"Send a test"," to yourself before you use a template for real. The test renders with sample values, so you see exactly what a client would.",[504,1967,1969],{"id":1968},"branding","Branding",[208,1971,1972],{},[141,1973,1974],{},"Every email you send is wrapped automatically in your logo, brand colours and business address — the same design as your automated messages. You write the content; the chrome is handled.",[141,1976,1977,1978,316],{},"Set your brand under ",[145,1979,1980],{},"Settings → Organization details",[504,1982,1984],{"id":1983},"attachments","Attachments",[141,1986,1987],{},"Up to 5 files, 10MB each — PDFs, images, documents.",[504,1989,1991],{"id":1990},"sending","Sending",[141,1993,1994,1997],{},[145,1995,1996],{},"Compose"," walks you through it: choose who you're emailing, then either use a template or write a custom email. You review the rendered result before it goes.",[141,1999,2000],{},"You can send to one client or to several at once, and schedule a send rather than firing immediately.",[141,2002,2003,2006],{},[145,2004,2005],{},"Sent emails"," lists what went out, so you can confirm delivery rather than assume it.",[136,2008,2010],{"id":2009},"system-emails","System emails",[141,2012,2013,2014,2017,2018],{},"The ",[145,2015,2016],{},"System"," tab on ",[145,2019,1930],{},[141,2021,2022],{},"These are the branded emails the app sends automatically — confirmations, reminders, receipts, and the rest. They're managed for you and already use your logo and colours.",[141,2024,2025,2026,2029],{},"Open any one to ",[145,2027,2028],{},"preview exactly what your clients receive",". Each has editable copy slots — the specific lines you might want to word differently — while the structure, branding and data tokens stay intact.",[865,2031,2032],{},[141,2033,2034],{},"Preview your booking confirmation and your reminder at least once. They're the two emails your clients see most, and most businesses never look at them.",[136,2036,2038],{"id":2037},"care-guides","Care guides",[141,2040,2041],{},[145,2042,2043],{},"Clients → Care Guides",[141,2045,2046],{},"Care guides are your proprietary pre-care and post-care instructions: what to do before a peel, how to look after skin afterwards, when to call.",[504,2048,2050],{"id":2049},"how-theyre-shared","How they're shared",[177,2052,2053],{},[141,2054,2055,2056,2059],{},"Care guides are shared ",[145,2057,2058],{},"only"," through tokenised links, one per client, and are never indexed by search engines. Your protocols don't end up on Google.",[141,2061,2062],{},"Each client gets their own unique link they can bookmark and re-read. Links carry a default expiry, set per guide.",[504,2064,1937],{"id":2065},"create-one-1",[141,2067,2068,2069,2071],{},"Author it once and reuse it for every client receiving that treatment. Set a ",[145,2070,1951],{}," — Pre-care, Post-care, or General — and publish it when it's ready. Drafts aren't sendable.",[141,2073,2074],{},"The list shows how many times each guide was sent this month and when it was last updated, so you can see which ones are actually earning their place.",[504,2076,1991],{"id":2077},"sending-1",[141,2079,2080,2081,2083],{},"Send from the guide itself, from a client's profile, or from the ",[145,2082,1002],{}," button in the top bar — the same picker that handles forms and emails.",[504,2085,2087],{"id":2086},"deleting","Deleting",[267,2089,2090],{},[141,2091,2092,2093,2096],{},"Deleting a care guide also ",[145,2094,2095],{},"invalidates every active client link",". Anyone who bookmarked it loses access. Unpublish instead if you just want to stop sending it.",[136,2098,2100],{"id":2099},"which-one-to-use","Which one to use",[325,2102,2103,2113],{},[328,2104,2105],{},[331,2106,2107,2110],{},[334,2108,2109],{},"You want to…",[334,2111,2112],{},"Use",[341,2114,2115,2123,2131,2138],{},[331,2116,2117,2120],{},[346,2118,2119],{},"Send a one-off message to a client",[346,2121,2122],{},"Email template, or compose custom",[331,2124,2125,2128],{},[346,2126,2127],{},"Give a client instructions they'll re-read",[346,2129,2130],{},"Care guide",[331,2132,2133,2136],{},[346,2134,2135],{},"Change what an automatic email says",[346,2137,2010],{},[331,2139,2140,2143],{},[346,2141,2142],{},"Reach a whole segment at once",[346,2144,2145],{},[312,2146,2147],{"href":935},"Campaign",{"title":468,"searchDepth":23,"depth":23,"links":2149},[2150,2157,2158,2164],{"id":1924,"depth":23,"text":1925,"children":2151},[2152,2153,2154,2155,2156],{"id":1936,"depth":33,"text":1937},{"id":1955,"depth":33,"text":1956},{"id":1968,"depth":33,"text":1969},{"id":1983,"depth":33,"text":1984},{"id":1990,"depth":33,"text":1991},{"id":2009,"depth":23,"text":2010},{"id":2037,"depth":23,"text":2038,"children":2159},[2160,2161,2162,2163],{"id":2049,"depth":33,"text":2050},{"id":2065,"depth":33,"text":1937},{"id":2077,"depth":33,"text":1991},{"id":2086,"depth":33,"text":2087},{"id":2099,"depth":23,"text":2100},"Write reusable emails with variables, customise the built-in system emails, and share pre- and post-care guides by private link.","i-lucide-mail",[],{},30,"\u002Fhelp\u002Fclients\u002Femails-and-care-guides",[487,935],{"title":1919,"description":2165},"help\u002Fclients\u002Femails-and-care-guides","OlccewbPcB5jPcdyLOwNXyAOkB8Jrhok8Z9cVR1CY_o",{"id":2176,"title":2010,"audience":8,"body":2177,"category":44,"description":2333,"draft":479,"extension":480,"icon":2334,"keywords":2335,"meta":2342,"navigation":484,"order":2343,"path":2344,"related":3,"seo":2345,"stem":2346,"updatedAt":938,"__hash__":2347},"help\u002Fhelp\u002Fclients\u002Fsystem-emails.md",{"type":133,"value":2178,"toc":2317},[2179,2182,2186,2191,2195,2225,2228,2232,2264,2267,2271,2277,2282,2284,2288,2298,2302,2310,2314],[141,2180,2181],{},"System emails are the messages Owneli sends automatically — booking confirmations, reminders, receipts, lifecycle messages. You don't write them from scratch: each has a designed layout with editable text slots, so you can change the wording without breaking the parts that must be correct.",[136,2183,2185],{"id":2184},"where-do-i-find-the-automatic-emails","Where do I find the automatic emails?",[141,2187,778,2188,2190],{},[145,2189,1930],{}," and switch to the system templates. They're grouped by what triggers them — the appointment family, the sales family (receipts and payment messages), and the lifecycle family — with each card showing what the email is for, what sends it, and whether you've customised it.",[136,2192,2194],{"id":2193},"how-do-i-customise-one","How do I customise one?",[770,2196,2197,2201,2204,2208,2211,2215,2218,2222],{},[504,2198,2200],{"id":2199},"open-the-template","Open the template",[141,2202,2203],{},"Click its card. You'll see the editable slots on one side and a live preview on the other.",[504,2205,2207],{"id":2206},"edit-the-text-slots","Edit the text slots",[141,2209,2210],{},"Each slot is a labelled piece of the message — a greeting, a closing line, a policy note. Required slots can't be emptied.",[504,2212,2214],{"id":2213},"use-data-tokens","Use data tokens",[141,2216,2217],{},"Chips like the client's name or the appointment time drop into your text and are filled per-send with real values from the booking.",[504,2219,2221],{"id":2220},"save","Save",[141,2223,2224],{},"From now on, that email goes out with your wording. The card is marked as customised.",[141,2226,2227],{},"Editing requires the email-templates management permission.",[136,2229,2231],{"id":2230},"what-you-can-and-cant-change","What you can and can't change",[325,2233,2234,2242],{},[328,2235,2236],{},[331,2237,2238,2240],{},[334,2239],{},[334,2241],{},[341,2243,2244,2254],{},[331,2245,2246,2251],{},[346,2247,2248],{},[145,2249,2250],{},"You control",[346,2252,2253],{},"The wording of each text slot, plus where personal details drop in via tokens",[331,2255,2256,2261],{},[346,2257,2258],{},[145,2259,2260],{},"Owneli controls",[346,2262,2263],{},"The layout, the booking\u002Fsale facts, the links and buttons, when it sends",[141,2265,2266],{},"That split is the point: your voice, without the risk of a reminder that forgets to say when the appointment is.",[136,2268,2270],{"id":2269},"reverting","Reverting",[141,2272,2273,2276],{},[145,2274,2275],{},"Reset"," returns a customised template to the stock wording — useful when an experiment didn't land.",[177,2278,2279],{},[141,2280,2281],{},"The account-security email family (login and password messages) is owner-only. Everyone else can preview those templates but not edit them — a tampered password email is a phishing vector, so the surface is deliberately small.",[136,2283,671],{"id":670},[504,2285,2287],{"id":2286},"whats-the-difference-between-system-emails-and-my-email-templates","What's the difference between system emails and my email templates?",[141,2289,2290,2291,2294,2295,316],{},"System emails send themselves when something happens; ",[312,2292,2293],{"href":2170},"your own templates"," are ones you compose and send deliberately. Both live under ",[145,2296,2297],{},"Emails",[504,2299,2301],{"id":2300},"can-i-turn-a-system-email-off","Can I turn a system email off?",[141,2303,2304,2305,2309],{},"Sending is governed by the triggering feature (and, for some, an ",[312,2306,2308],{"href":2307},"\u002Fhelp\u002Fgrowth\u002Fautomations","automation","), not by the template. The template page links to the controlling automation where one exists.",[504,2311,2313],{"id":2312},"do-my-changes-apply-to-emails-already-sent","Do my changes apply to emails already sent?",[141,2315,2316],{},"No — a template change affects sends from that moment on.",{"title":468,"searchDepth":23,"depth":23,"links":2318},[2319,2320,2326,2327,2328],{"id":2184,"depth":23,"text":2185},{"id":2193,"depth":23,"text":2194,"children":2321},[2322,2323,2324,2325],{"id":2199,"depth":33,"text":2200},{"id":2206,"depth":33,"text":2207},{"id":2213,"depth":33,"text":2214},{"id":2220,"depth":33,"text":2221},{"id":2230,"depth":23,"text":2231},{"id":2269,"depth":23,"text":2270},{"id":670,"depth":23,"text":671,"children":2329},[2330,2331,2332],{"id":2286,"depth":33,"text":2287},{"id":2300,"depth":33,"text":2301},{"id":2312,"depth":33,"text":2313},"See every automatic email Owneli sends — confirmations, receipts, reminders — and customise their wording without breaking them.","i-lucide-mail-open",[2336,2337,2338,2339,2340,2341],"automatic emails","customise confirmation email","edit appointment reminder text","system email templates","receipt email wording","reset email to default",{},35,"\u002Fhelp\u002Fclients\u002Fsystem-emails",{"title":2010,"description":2333},"help\u002Fclients\u002Fsystem-emails","P5twrLP7G2Q0P4Xl3aD8bSqQDKBOouNtB5eD1G_aP8w",{"id":2349,"title":2350,"audience":8,"body":2351,"category":44,"description":2535,"draft":479,"extension":480,"icon":2536,"keywords":2537,"meta":2538,"navigation":484,"order":2539,"path":2540,"related":2541,"seo":2542,"stem":2543,"updatedAt":490,"__hash__":2544},"help\u002Fhelp\u002Fclients\u002Fmessages-and-the-inbox.md","Messages and the inbox",{"type":133,"value":2352,"toc":2524},[2353,2358,2361,2365,2368,2375,2379,2382,2388,2397,2401,2412,2415,2419,2422,2469,2474,2478,2483,2486,2489,2493,2496,2502,2510,2514,2517,2521],[141,2354,2355],{},[145,2356,2357],{},"Clients → Messages",[141,2359,2360],{},"The inbox is one thread per client, combining text messages and messages sent through the client portal. You don't switch apps to answer a client.",[136,2362,2364],{"id":2363},"the-layout","The layout",[141,2366,2367],{},"On a desktop it's two panes — the conversation list on the left, the thread on the right. On a phone it's a single column: tap a conversation to open it, back to return.",[141,2369,2370,2371,2374],{},"Filter the list by ",[145,2372,2373],{},"Unread",", or search it.",[136,2376,2378],{"id":2377},"live-updates","Live updates",[141,2380,2381],{},"New inbound messages arrive without a reload, and a toast appears when one lands — unless you're already reading the inbox, in which case it just appears in the list.",[141,2383,2384,2385,2387],{},"The unread count also shows as a badge on ",[145,2386,370],{}," in the sidebar.",[208,2389,2390],{},[141,2391,2392,2393,2396],{},"The read cursor is ",[145,2394,2395],{},"shared across the front desk",". When one person opens a thread, it clears as read for everyone. That's deliberate: it stops three people answering the same message, and it means \"unread\" genuinely means \"nobody has looked at this.\"",[136,2398,2400],{"id":2399},"replying","Replying",[141,2402,2403,2404,2407,2408,2411],{},"Pick a channel at the bottom of the thread — ",[145,2405,2406],{},"Portal"," or ",[145,2409,2410],{},"SMS"," — then type and send.",[141,2413,2414],{},"The composer defaults to whichever channel the client last reached you on. If that channel isn't available, it falls back to one that is.",[504,2416,2418],{"id":2417},"when-a-channel-is-unavailable","When a channel is unavailable",[141,2420,2421],{},"The channel button is disabled and tells you why. There are three common reasons, and each has the same fix — use the other channel.",[325,2423,2424,2434],{},[328,2425,2426],{},[331,2427,2428,2431],{},[334,2429,2430],{},"Message",[334,2432,2433],{},"What it means",[341,2435,2436,2446,2459],{},[331,2437,2438,2443],{},[346,2439,2440],{},[687,2441,2442],{},"The client hasn't consented to SMS",[346,2444,2445],{},"They haven't opted in to text. Use the portal channel.",[331,2447,2448,2453],{},[346,2449,2450],{},[687,2451,2452],{},"Out of SMS balance",[346,2454,2455,2456,316],{},"Your messaging balance is exhausted. Top it up under ",[145,2457,2458],{},"Settings → Billing → Messaging wallet",[331,2460,2461,2466],{},[346,2462,2463],{},[687,2464,2465],{},"SMS isn't enabled for this business",[346,2467,2468],{},"Text messaging hasn't been switched on for your business at all.",[177,2470,2471],{},[141,2472,2473],{},"Portal messages are free. SMS is charged per segment against your messaging balance, and a long message costs more than one segment.",[136,2475,2477],{"id":2476},"consent","Consent",[267,2479,2480],{},[141,2481,2482],{},"Owneli will not send an SMS to a client who has not consented to SMS. This is enforced at the sending layer, not just hidden in the interface — there is no way to route around it from the inbox.",[141,2484,2485],{},"Consent is per-client and per-purpose. Appointment SMS and marketing SMS are separate permissions, set on the client's record or by the client themselves in their account.",[141,2487,2488],{},"A client who replies to you by text has clearly initiated contact, but that is not the same as a stored consent flag. If someone asks you to text them, record the consent on their profile.",[136,2490,2492],{"id":2491},"quiet-hours","Quiet hours",[141,2494,2495],{},"Client-facing sends respect your business's quiet-hours window — by default 9:00 to 20:00 in your own timezone. Outside it, queued SMS is held until the window reopens.",[141,2497,2498,2499,316],{},"This applies to automated and marketing messages. See ",[312,2500,2501],{"href":2307},"Automations",[177,2503,2504],{},[141,2505,2506,2509],{},[145,2507,2508],{},"Needs confirmation:"," whether a manually-typed reply sent from the inbox is subject to the same quiet-hours deferral as a queued automated message has not been verified. Assume it may be held, and don't rely on the inbox for a genuinely time-critical message late at night — phone them.",[136,2511,2513],{"id":2512},"where-else-messages-appear","Where else messages appear",[141,2515,2516],{},"A client's conversation is also visible from their profile, so whoever is looking after them has the context without opening the inbox separately.",[136,2518,2520],{"id":2519},"permissions","Permissions",[141,2522,2523],{},"Inbox access is its own capability, split out from the client record — so \"can reply to clients\" grants independently of \"can see client details\". Someone can be given the front desk's messaging job without being given the whole client database.",{"title":468,"searchDepth":23,"depth":23,"links":2525},[2526,2527,2528,2531,2532,2533,2534],{"id":2363,"depth":23,"text":2364},{"id":2377,"depth":23,"text":2378},{"id":2399,"depth":23,"text":2400,"children":2529},[2530],{"id":2417,"depth":33,"text":2418},{"id":2476,"depth":23,"text":2477},{"id":2491,"depth":23,"text":2492},{"id":2512,"depth":23,"text":2513},{"id":2519,"depth":23,"text":2520},"One thread per client across SMS and the portal — how replies are routed, why a channel is sometimes unavailable, and what consent means here.","i-lucide-message-circle",[],{},40,"\u002Fhelp\u002Fclients\u002Fmessages-and-the-inbox",[485,2307],{"title":2350,"description":2535},"help\u002Fclients\u002Fmessages-and-the-inbox","wr5yjFT8FYwRWzJB-Vwa5IQY2ESfD60miGJCvYkFAa4",{"id":2546,"title":2547,"audience":8,"body":2548,"category":44,"description":2725,"draft":479,"extension":480,"icon":2726,"keywords":2727,"meta":2734,"navigation":484,"order":2735,"path":2736,"related":2737,"seo":2738,"stem":2739,"updatedAt":938,"__hash__":2740},"help\u002Fhelp\u002Fclients\u002Fmarketing-consent-and-unsubscribes.md","Marketing consent and unsubscribes",{"type":133,"value":2549,"toc":2713},[2550,2557,2561,2567,2626,2632,2637,2641,2644,2648,2651,2662,2665,2669,2672,2676,2681,2683,2687,2690,2694,2706,2710],[141,2551,2552,2553,2556],{},"Owneli keeps one authoritative yes\u002Fno per client for marketing email, recorded with a timestamp and never granted silently. ",[312,2554,2555],{"href":935},"Campaigns"," send only to consented clients; an unsubscribe flips that one switch and stops all marketing at once — appointment notifications continue.",[136,2558,2560],{"id":2559},"whats-the-difference-between-marketing-consent-and-appointment-notifications","What's the difference between marketing consent and appointment notifications?",[141,2562,2563,2564,2566],{},"On a client's record, under ",[145,2565,174],{},", three things look similar but are legally different:",[325,2568,2569,2582],{},[328,2570,2571],{},[331,2572,2573,2576,2579],{},[334,2574,2575],{},"Switch",[334,2577,2578],{},"Covers",[334,2580,2581],{},"Default",[341,2583,2584,2597,2612],{},[331,2585,2586,2591,2594],{},[346,2587,2588],{},[145,2589,2590],{},"Appointment emails \u002F SMS",[346,2592,2593],{},"Confirmations, reminders, reschedule notices — transactional messages about their own bookings",[346,2595,2596],{},"Usually on",[331,2598,2599,2604,2607],{},[346,2600,2601],{},[145,2602,2603],{},"Marketing emails",[346,2605,2606],{},"Campaigns, newsletters, promotions by email",[346,2608,2609],{},[145,2610,2611],{},"Off until the client consents",[331,2613,2614,2619,2622],{},[346,2615,2616],{},[145,2617,2618],{},"Marketing SMS",[346,2620,2621],{},"Promotional texts (requires a phone number on file)",[346,2623,2624],{},[145,2625,2611],{},[141,2627,2628,2629,2631],{},"Turning on appointment SMS is ",[687,2630,1751],{}," permission to send campaigns. Marketing consent is its own explicit choice, recorded with a timestamp.",[177,2633,2634],{},[141,2635,2636],{},"Only tick a marketing toggle when the client actually agreed — on a form, verbally at the desk, or online. Ticking it \"so they get our offers\" is exactly the consent violation the separation exists to prevent.",[136,2638,2640],{"id":2639},"how-consent-is-used","How consent is used",[141,2642,2643],{},"Campaigns send only to clients whose marketing consent is on. There is a single source of truth for email marketing consent on the client record — every campaign, automation, and evergreen send checks the same field, so a client who opted out is out everywhere at once.",[136,2645,2647],{"id":2646},"unsubscribes","Unsubscribes",[141,2649,2650],{},"Every marketing email carries an unsubscribe link. When a client uses it:",[245,2652,2653,2656,2659],{},[248,2654,2655],{},"They land on a confirmation page and click once to confirm. (The extra click exists so email scanners that pre-open links don't unsubscribe people by accident.)",[248,2657,2658],{},"Mail apps with a built-in \"Unsubscribe\" button work too — Owneli supports one-click unsubscribe headers.",[248,2660,2661],{},"Their marketing email consent is switched off immediately, with the timestamp recorded.",[141,2663,2664],{},"Nothing else changes: appointment confirmations and reminders continue, because those are about their bookings, not marketing.",[136,2666,2668],{"id":2667},"re-subscribing","Re-subscribing",[141,2670,2671],{},"A client who unsubscribed can opt back in — but the request has to come from them. Record it the same way as any consent: their explicit ask, then the toggle.",[136,2673,2675],{"id":2674},"blocked-clients","Blocked clients",[141,2677,2678,2679,316],{},"Blocking a client also stops marketing to them, regardless of their consent state. See ",[312,2680,514],{"href":513},[136,2682,671],{"id":670},[504,2684,2686],{"id":2685},"a-client-unsubscribed-but-still-gets-appointment-reminders-is-that-a-bug","A client unsubscribed but still gets appointment reminders. Is that a bug?",[141,2688,2689],{},"No. Unsubscribing removes marketing consent only. Confirmations and reminders are transactional messages about their own bookings, controlled by the separate appointment-email\u002FSMS toggles on their record.",[504,2691,2693],{"id":2692},"where-do-i-see-whether-a-client-has-consented","Where do I see whether a client has consented?",[141,2695,2696,2697,2699,2700,2703,2704,316],{},"On their profile's ",[145,2698,707],{}," tab, in the ",[145,2701,2702],{},"Marketing"," section of the communication preferences — see ",[312,2705,494],{"href":737},[504,2707,2709],{"id":2708},"can-i-re-subscribe-a-client-who-opted-out","Can I re-subscribe a client who opted out?",[141,2711,2712],{},"Only if they ask you to. Their explicit request is the consent; then turn the toggle back on. Doing it without their request is the violation the timestamped record exists to catch.",{"title":468,"searchDepth":23,"depth":23,"links":2714},[2715,2716,2717,2718,2719,2720],{"id":2559,"depth":23,"text":2560},{"id":2639,"depth":23,"text":2640},{"id":2646,"depth":23,"text":2647},{"id":2667,"depth":23,"text":2668},{"id":2674,"depth":23,"text":2675},{"id":670,"depth":23,"text":671,"children":2721},[2722,2723,2724],{"id":2685,"depth":33,"text":2686},{"id":2692,"depth":33,"text":2693},{"id":2708,"depth":33,"text":2709},"How marketing consent is recorded per client, what the unsubscribe link changes, and why appointment reminders keep sending after an opt-out.","i-lucide-mail-check",[2728,2729,2730,2731,2732,2733],"marketing consent","client unsubscribed","email opt out","sms marketing consent","unsubscribe link","still getting appointment reminders",{},45,"\u002Fhelp\u002Fclients\u002Fmarketing-consent-and-unsubscribes",[935,485],{"title":2547,"description":2725},"help\u002Fclients\u002Fmarketing-consent-and-unsubscribes","qjNNAL56XapmbO2au3phM5rQeMzJDgXrosi55G6eHhU",{"id":2742,"title":2743,"audience":8,"body":2744,"category":44,"description":2901,"draft":479,"extension":480,"icon":2902,"keywords":2903,"meta":2909,"navigation":484,"order":2910,"path":739,"related":3,"seo":2911,"stem":2912,"updatedAt":938,"__hash__":2913},"help\u002Fhelp\u002Fclients\u002Fclient-photos.md","Client photos",{"type":133,"value":2745,"toc":2887},[2746,2752,2756,2798,2802,2808,2852,2857,2864,2866,2870,2873,2877,2880,2884],[141,2747,2748,2749,2751],{},"Each client has a photo gallery on their profile — the ",[145,2750,430],{}," tab — for before, after, and progress shots. Photos sit behind their own permission, separate from the rest of the record, because clinical images are the most sensitive thing you hold.",[136,2753,2755],{"id":2754},"how-do-i-add-photos-to-a-client","How do I add photos to a client?",[770,2757,2758,2762,2767,2771,2774,2778,2791,2795],{},[504,2759,2761],{"id":2760},"open-the-clients-photos-tab","Open the client's Photos tab",[141,2763,2764,2765,316],{},"Find the client and open their profile panel, then ",[145,2766,430],{},[504,2768,2770],{"id":2769},"open-the-uploader","Open the uploader",[141,2772,2773],{},"Click the upload action — a panel slides in beside the profile.",[504,2775,2777],{"id":2776},"choose-the-phase","Choose the phase",[141,2779,2780,2781,226,2784,1358,2787,2790],{},"Mark each photo ",[145,2782,2783],{},"Before",[145,2785,2786],{},"After",[145,2788,2789],{},"Progress"," so the gallery reads as a treatment story, not a pile of images.",[504,2792,2794],{"id":2793},"drop-in-the-files","Drop in the files",[141,2796,2797],{},"Drag photos onto the dropzone or browse for them, then upload. A confirmation counts what went up; anything too large is called out by name.",[136,2799,2801],{"id":2800},"who-can-see-add-and-delete-photos","Who can see, add, and delete photos?",[141,2803,2804,2805,2807],{},"Photo access is a capability of its own — granting someone the client record does ",[687,2806,1751],{}," grant them the gallery:",[325,2809,2810,2820],{},[328,2811,2812],{},[331,2813,2814,2817],{},[334,2815,2816],{},"Permission",[334,2818,2819],{},"Allows",[341,2821,2822,2832,2842],{},[331,2823,2824,2829],{},[346,2825,2826],{},[145,2827,2828],{},"View photos",[346,2830,2831],{},"Open the Photos tab and see the gallery",[331,2833,2834,2839],{},[346,2835,2836],{},[145,2837,2838],{},"Manage photos",[346,2840,2841],{},"Upload and organise photos",[331,2843,2844,2849],{},[346,2845,2846],{},[145,2847,2848],{},"Delete photos",[346,2850,2851],{},"Remove photos — deliberately separate from managing",[141,2853,2854,2855,316],{},"If your role lacks photo access, the tab shows a locked \"hidden by your permissions\" state — not an empty gallery. See ",[312,2856,652],{"href":651},[177,2858,2859],{},[141,2860,2861,2862,316],{},"Photograph with consent. If your intake or consent form covers photography, make sure it's signed before the camera comes out — the signed form lives on the same profile, under ",[145,2863,420],{},[136,2865,671],{"id":670},[504,2867,2869],{"id":2868},"why-cant-i-see-a-clients-photos-when-a-colleague-can","Why can't I see a client's photos when a colleague can?",[141,2871,2872],{},"Viewing photos is its own permission. Ask an admin to add the photo capability to your role if your work needs it.",[504,2874,2876],{"id":2875},"the-photos-tab-looks-empty-does-that-mean-none-were-taken","The Photos tab looks empty — does that mean none were taken?",[141,2878,2879],{},"Only if you have photo access. Without it the tab renders as hidden, and you can't distinguish \"no photos\" from \"photos you can't see\".",[504,2881,2883],{"id":2882},"can-clients-see-their-own-photos","Can clients see their own photos?",[141,2885,2886],{},"Photos are internal to the business — they aren't shown in the client portal.",{"title":468,"searchDepth":23,"depth":23,"links":2888},[2889,2895,2896],{"id":2754,"depth":23,"text":2755,"children":2890},[2891,2892,2893,2894],{"id":2760,"depth":33,"text":2761},{"id":2769,"depth":33,"text":2770},{"id":2776,"depth":33,"text":2777},{"id":2793,"depth":33,"text":2794},{"id":2800,"depth":23,"text":2801},{"id":670,"depth":23,"text":671,"children":2897},[2898,2899,2900],{"id":2868,"depth":33,"text":2869},{"id":2875,"depth":33,"text":2876},{"id":2882,"depth":33,"text":2883},"Upload before, after, and progress photos to a client's gallery, and control who on your team can view, add, or delete them.","i-lucide-image",[2904,2905,2906,2907,2908],"before and after photos","client photo gallery","upload treatment photos","who can see client photos","delete client photo",{},50,{"title":2743,"description":2901},"help\u002Fclients\u002Fclient-photos","L10-iAvXi0N3YI-06nKq7WXRBKXok_4iqjeknGlBKfk",{"id":2915,"title":652,"audience":8,"body":2916,"category":44,"description":3092,"draft":479,"extension":480,"icon":3093,"keywords":3094,"meta":3100,"navigation":484,"order":3101,"path":651,"related":3,"seo":3102,"stem":3103,"updatedAt":938,"__hash__":3104},"help\u002Fhelp\u002Fclients\u002Fwhy-is-a-field-hidden.md",{"type":133,"value":2917,"toc":3081},[2918,2921,2925,2928,2991,2994,2998,3004,3007,3012,3016,3045,3049,3058,3060,3064,3067,3071,3074,3078],[141,2919,2920],{},"A dashed box with a lock icon in place of a field means your role doesn't include permission to see that data. The information may well exist — Owneli shows you a lock precisely so you can't mistake \"hidden from you\" for \"nothing recorded\".",[136,2922,2924],{"id":2923},"what-does-the-locked-placeholder-mean","What does the locked placeholder mean?",[141,2926,2927],{},"Client data is split into separately-permissioned slices. A role can see the client list without any of these:",[325,2929,2930,2940],{},[328,2931,2932],{},[331,2933,2934,2937],{},[334,2935,2936],{},"Slice",[334,2938,2939],{},"Examples",[341,2941,2942,2952,2962,2972,2981],{},[331,2943,2944,2949],{},[346,2945,2946],{},[145,2947,2948],{},"Contact details",[346,2950,2951],{},"Email, phone, date of birth, address",[331,2953,2954,2959],{},[346,2955,2956],{},[145,2957,2958],{},"Clinical fields",[346,2960,2961],{},"Allergies, internal clinical notes",[331,2963,2964,2969],{},[346,2965,2966],{},[145,2967,2968],{},"Financials",[346,2970,2971],{},"Lifetime spend, sale amounts",[331,2973,2974,2978],{},[346,2975,2976],{},[145,2977,430],{},[346,2979,2980],{},"The before\u002Fafter gallery",[331,2982,2983,2988],{},[346,2984,2985],{},[145,2986,2987],{},"PHI form answers",[346,2989,2990],{},"Submissions marked as containing health information",[141,2992,2993],{},"Whichever slices your role lacks render as the locked placeholder wherever they'd appear — the profile, search results, lists.",[136,2995,2997],{"id":2996},"hidden-is-never-none","Hidden is never \"none\"",[141,2999,3000,3001],{},"This is the rule that matters clinically: ",[145,3002,3003],{},"a masked field must never be read as empty.",[141,3005,3006],{},"\"No allergies recorded\" is a clinical assertion — someone checked and found none. A lock is a different statement: the record may hold allergies you are not permitted to see. Owneli will never show you \"none recorded\" for a field it is hiding from you.",[177,3008,3009],{},[141,3010,3011],{},"Before treating, if the allergy or clinical-notes field is locked for you, ask a colleague with clinical access to check it. Never infer safety from a field you can't see.",[136,3013,3015],{"id":3014},"knock-on-effects-youll-notice","Knock-on effects you'll notice",[245,3017,3018,3028,3034],{},[248,3019,3020,3023,3024,316],{},[145,3021,3022],{},"Search:"," without contact-details access, searching clients by email or phone finds nothing — search by name instead. See ",[312,3025,3027],{"href":3026},"\u002Fhelp\u002Fgetting-started\u002Fsearch-everything","Search everything",[248,3029,3030,3033],{},[145,3031,3032],{},"Directory columns:"," the lifetime-spend column disappears without financial access.",[248,3035,3036,3039,3040,3042,3043,316],{},[145,3037,3038],{},"Submissions:"," PHI answers appear masked, with an audited ",[145,3041,1446],{}," if your role can open submissions. See ",[312,3044,684],{"href":683},[136,3046,3048],{"id":3047},"getting-access","Getting access",[141,3050,3051,3052,3055,3056,316],{},"Permissions are capabilities attached to roles, not fixed job titles — an admin can grant exactly the slice your work needs in ",[145,3053,3054],{},"Settings",", without making you an admin. See ",[312,3057,1188],{"href":1187},[136,3059,671],{"id":670},[504,3061,3063],{"id":3062},"is-the-field-hidden-or-just-empty","Is the field hidden or just empty?",[141,3065,3066],{},"If you can see the field's normal empty state (\"Add allergies…\"), it's empty. If you see the dashed lock placeholder, it's hidden — and its real contents are unknown to you.",[504,3068,3070],{"id":3069},"who-decides-what-i-can-see","Who decides what I can see?",[141,3072,3073],{},"Your role's capability grants, set by an admin or the owner. The same role applies everywhere in the app, so a field hidden on the profile is also hidden in search and lists.",[504,3075,3077],{"id":3076},"does-revealing-masked-form-answers-get-reported","Does revealing masked form answers get reported?",[141,3079,3080],{},"Yes — each reveal writes an audit-trail entry with your name, the model being accountability rather than a hard block.",{"title":468,"searchDepth":23,"depth":23,"links":3082},[3083,3084,3085,3086,3087],{"id":2923,"depth":23,"text":2924},{"id":2996,"depth":23,"text":2997},{"id":3014,"depth":23,"text":3015},{"id":3047,"depth":23,"text":3048},{"id":670,"depth":23,"text":671,"children":3088},[3089,3090,3091],{"id":3062,"depth":33,"text":3063},{"id":3069,"depth":33,"text":3070},{"id":3076,"depth":33,"text":3077},"What the locked \"hidden by your permissions\" placeholder means on a client record, and why hidden is never the same as empty.","i-lucide-lock",[3095,3096,733,3097,3098,3099],"hidden by your permissions","can't see client email","masked field","permission to view client details","locked field on client profile",{},55,{"title":652,"description":3092},"help\u002Fclients\u002Fwhy-is-a-field-hidden","YndrvRH8uAB3OlQqeB3hXDi9ZQkY2UsnlPcmo5KEJlw",{"id":3106,"title":514,"audience":8,"body":3107,"category":44,"description":3288,"draft":479,"extension":480,"icon":3289,"keywords":3290,"meta":3297,"navigation":484,"order":3298,"path":513,"related":3,"seo":3299,"stem":3300,"updatedAt":938,"__hash__":3301},"help\u002Fhelp\u002Fclients\u002Fblocked-and-flagged-clients.md",{"type":133,"value":3108,"toc":3273},[3109,3112,3116,3183,3186,3190,3193,3231,3235,3241,3250,3252,3256,3259,3263,3266,3270],[141,3110,3111],{},"Blocking a client stops them booking online and receiving marketing, while keeping their record and history intact. It's a soft block: staff can still book them deliberately, and nothing already on the calendar is touched.",[136,3113,3115],{"id":3114},"what-does-blocking-a-client-actually-do","What does blocking a client actually do?",[325,3117,3118,3128],{},[328,3119,3120],{},[331,3121,3122,3125],{},[334,3123,3124],{},"Surface",[334,3126,3127],{},"Blocked client",[341,3129,3130,3140,3150,3160,3173],{},[331,3131,3132,3137],{},[346,3133,3134],{},[145,3135,3136],{},"Online \u002F portal booking",[346,3138,3139],{},"Refused",[331,3141,3142,3147],{},[346,3143,3144],{},[145,3145,3146],{},"Marketing emails and SMS",[346,3148,3149],{},"Stopped",[331,3151,3152,3157],{},[346,3153,3154],{},[145,3155,3156],{},"Staff booking at the desk",[346,3158,3159],{},"Allowed, with a warning you can override — the override is audited",[331,3161,3162,3167],{},[346,3163,3164],{},[145,3165,3166],{},"Existing future appointments",[346,3168,3169,3172],{},[145,3170,3171],{},"Untouched"," — never auto-cancelled",[331,3174,3175,3180],{},[346,3176,3177],{},[145,3178,3179],{},"Their record and history",[346,3181,3182],{},"Fully intact",[141,3184,3185],{},"When you block, any upcoming appointments are listed for you to review — cancel them yourself if that's the intent; Owneli won't decide for you.",[136,3187,3189],{"id":3188},"how-do-i-block-a-client","How do I block a client?",[141,3191,3192],{},"You need permission to manage clients.",[770,3194,3195,3199,3202,3206,3217,3221,3224,3228],{},[504,3196,3198],{"id":3197},"open-the-client-and-choose-block","Open the client and choose Block",[141,3200,3201],{},"From the profile panel's header actions.",[504,3203,3205],{"id":3204},"pick-a-reason","Pick a reason",[141,3207,3208,3209,3212,3213,3216],{},"Choose from the fixed list — repeated no-shows, payment issues, behaviour, and so on. ",[145,3210,3211],{},"Other"," requires a note explaining it. The ",[145,3214,3215],{},"Safety concern"," reason is reserved for admins and owners, because it carries more weight and more liability.",[504,3218,3220],{"id":3219},"add-a-note-and-an-optional-review-date","Add a note and an optional review date",[141,3222,3223],{},"The note is internal. A review date is a nudge to reconsider the block later — it doesn't auto-unblock.",[504,3225,3227],{"id":3226},"confirm","Confirm",[141,3229,3230],{},"The profile header now shows the block, when it was applied, and by whom. If the client has upcoming appointments, the confirmation tells you how many to review.",[136,3232,3234],{"id":3233},"unblock","Unblock",[141,3236,3237,3238,3240],{},"Open the same panel on a blocked client and choose ",[145,3239,3234],{},". The block details are cleared and online booking works again. A safety-concern block can only be lifted by an admin or owner.",[865,3242,3243],{},[141,3244,3245,3246,316],{},"Blocking is not deleting. If the goal is removing the person's data rather than refusing service, see ",[312,3247,3249],{"href":3248},"\u002Fhelp\u002Fclients\u002Fdelete-a-client","Delete a client",[136,3251,671],{"id":670},[504,3253,3255],{"id":3254},"will-the-client-know-theyre-blocked","Will the client know they're blocked?",[141,3257,3258],{},"They aren't notified. They'll simply find online booking unavailable to them; how you communicate the decision is up to you.",[504,3260,3262],{"id":3261},"why-did-a-blocked-client-still-show-up-on-the-calendar","Why did a blocked client still show up on the calendar?",[141,3264,3265],{},"Either the appointment predated the block — existing bookings are never auto-cancelled — or a staff member booked them past the warning, which the audit trail records.",[504,3267,3269],{"id":3268},"does-the-review-date-unblock-automatically","Does the review date unblock automatically?",[141,3271,3272],{},"No. It's a reminder for a human decision; the block stays until someone lifts it.",{"title":468,"searchDepth":23,"depth":23,"links":3274},[3275,3276,3282,3283],{"id":3114,"depth":23,"text":3115},{"id":3188,"depth":23,"text":3189,"children":3277},[3278,3279,3280,3281],{"id":3197,"depth":33,"text":3198},{"id":3204,"depth":33,"text":3205},{"id":3219,"depth":33,"text":3220},{"id":3226,"depth":33,"text":3227},{"id":3233,"depth":23,"text":3234},{"id":670,"depth":23,"text":671,"children":3284},[3285,3286,3287],{"id":3254,"depth":33,"text":3255},{"id":3261,"depth":33,"text":3262},{"id":3268,"depth":33,"text":3269},"Block 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.","i-lucide-ban",[3291,3292,3293,3294,3295,3296],"block a client","stop client booking online","client no show repeatedly","unblock client","ban client from salon","safety concern client",{},60,{"title":514,"description":3288},"help\u002Fclients\u002Fblocked-and-flagged-clients","jJfqZnt87bvJ2WmgwWEl9cdAX-RrO5YKTn8VboZMrhw",{"id":3303,"title":3304,"audience":8,"body":3305,"category":44,"description":3468,"draft":479,"extension":480,"icon":3469,"keywords":3470,"meta":3477,"navigation":484,"order":3478,"path":3248,"related":3,"seo":3479,"stem":3480,"updatedAt":938,"__hash__":3481},"help\u002Fhelp\u002Fclients\u002Fdelete-a-client.md","Delete a client (GDPR erasure)",{"type":133,"value":3306,"toc":3454},[3307,3314,3318,3345,3354,3357,3361,3364,3421,3424,3428,3431,3433,3437,3440,3444,3447,3451],[141,3308,3309,3310,3313],{},"A client with no appointment history can be deleted outright from their profile. A client ",[687,3311,3312],{},"with"," history can't be — their clinical and financial records carry legal retention duties — so an erasure request on a real client means scrubbing identity while restricting retained records, not wiping the row.",[136,3315,3317],{"id":3316},"can-i-just-delete-the-client","Can I just delete the client?",[770,3319,3320,3324,3327,3331,3334,3338],{},[504,3321,3323],{"id":3322},"open-the-client-and-choose-delete","Open the client and choose Delete",[141,3325,3326],{},"From the profile panel's header actions. You need the delete-clients permission.",[504,3328,3330],{"id":3329},"confirm-the-name","Confirm the name",[141,3332,3333],{},"Deleting is permanent — the confirmation shows exactly who you're removing.",[504,3335,3337],{"id":3336},"done-or-told-why-not","Done — or told why not",[141,3339,3340,3341,3344],{},"If the client has appointment history, Owneli refuses with: ",[687,3342,3343],{},"\"This client has appointment history and cannot be deleted. Merge or archive instead.\""," That refusal is deliberate, not a bug.",[267,3346,3347],{},[141,3348,3349,3350,3353],{},"Deletion can't be undone. For duplicates, ",[312,3351,3352],{"href":485},"merge"," instead — merging keeps the history on the surviving record.",[141,3355,3356],{},"Every deletion is written to the audit trail as a critical event, including who the client was.",[136,3358,3360],{"id":3359},"what-happens-on-a-gdpr-erasure-request","What happens on a GDPR erasure request?",[141,3362,3363],{},"When a client with real history exercises their right to erasure, wiping everything would itself be unlawful — treatment records, consents, and financial records have retention obligations. Owneli's model:",[325,3365,3366,3376],{},[328,3367,3368],{},[331,3369,3370,3373],{},[334,3371,3372],{},"Data",[334,3374,3375],{},"Treatment",[341,3377,3378,3388,3401,3411],{},[331,3379,3380,3385],{},[346,3381,3382],{},[145,3383,3384],{},"Identity and contact details",[346,3386,3387],{},"Scrubbed",[331,3389,3390,3395],{},[346,3391,3392],{},[145,3393,3394],{},"Treatment records, consents",[346,3396,3397,3400],{},[145,3398,3399],{},"Archived and restricted"," — retained for the legal period, but ordinary screens refuse to show them",[331,3402,3403,3408],{},[346,3404,3405],{},[145,3406,3407],{},"Operational leftovers",[346,3409,3410],{},"Deleted",[331,3412,3413,3418],{},[346,3414,3415],{},[145,3416,3417],{},"Financial\u002Faudit skeleton",[346,3419,3420],{},"Kept, as required",[141,3422,3423],{},"An erased client's restricted records answer with \"these records have been restricted following an erasure request\" — honestly acknowledging they exist without serving them. Scheduling and financial skeletons stay visible where the law requires them; the clinical free text does not.",[136,3425,3427],{"id":3426},"exporting-the-clients-data-first","Exporting the client's data first",[141,3429,3430],{},"GDPR also gives clients the right to a copy of their data (Article 15). Owneli can assemble everything the business holds about a client into a single downloadable archive, and logs the export in the audit trail.",[136,3432,671],{"id":670},[504,3434,3436],{"id":3435},"why-is-the-delete-option-failing-for-me-even-though-i-can-see-it","Why is the Delete option failing for me even though I can see it?",[141,3438,3439],{},"Deleting is doubly gated: your role needs the delete capability, and the database additionally restricts deletion to admins and owners. If the delete is refused with a permission error, ask an admin to run it.",[504,3441,3443],{"id":3442},"the-client-asked-to-be-deleted-what-should-i-actually-do","The client asked to \"be deleted\" — what should I actually do?",[141,3445,3446],{},"If they have no history, delete. If they do, treat it as an erasure request: their identity is removed from everyday use while legally-retained records are locked away. Explain that some records must be kept for the statutory period.",[504,3448,3450],{"id":3449},"is-archiving-the-same-as-deleting","Is archiving the same as deleting?",[141,3452,3453],{},"No. A merge or archive keeps history intact under a surviving record; deletion and erasure remove the person from operational use. When in doubt, prefer the reversible option.",{"title":468,"searchDepth":23,"depth":23,"links":3455},[3456,3461,3462,3463],{"id":3316,"depth":23,"text":3317,"children":3457},[3458,3459,3460],{"id":3322,"depth":33,"text":3323},{"id":3329,"depth":33,"text":3330},{"id":3336,"depth":33,"text":3337},{"id":3359,"depth":23,"text":3360},{"id":3426,"depth":23,"text":3427},{"id":670,"depth":23,"text":671,"children":3464},[3465,3466,3467],{"id":3435,"depth":33,"text":3436},{"id":3442,"depth":33,"text":3443},{"id":3449,"depth":33,"text":3450},"When you can delete a client outright, why records with appointment history are handled differently, and what erasure keeps and why.","i-lucide-user-x",[3471,3472,3473,3474,3475,3476],"delete a client","gdpr right to be forgotten","erase client data","client asked to delete their data","can't delete client","export client data gdpr",{},65,{"title":3304,"description":3468},"help\u002Fclients\u002Fdelete-a-client","DBIwHtLV_P-9GU_iv4kUHJNhiAjzPrgjzI2BBnDIUP8",{"id":3483,"title":3484,"audience":8,"body":3485,"category":44,"description":3600,"draft":479,"extension":480,"icon":3601,"keywords":3602,"meta":3609,"navigation":484,"order":3610,"path":3611,"related":3,"seo":3612,"stem":3613,"updatedAt":938,"__hash__":3614},"help\u002Fhelp\u002Fclients\u002Fbuild-an-email-with-the-ai-helper.md","Build an email or form with the AI helper",{"type":133,"value":3486,"toc":3585},[3487,3490,3494,3542,3546,3557,3562,3564,3568,3571,3575,3578,3582],[141,3488,3489],{},"Instead of assembling a template block by block, describe what you want — \"a warm follow-up for first-time facial clients with an aftercare reminder\" — and the AI helper drafts it while you watch. Nothing is sent or published by the AI; you review, refine, and save.",[136,3491,3493],{"id":3492},"how-does-the-ai-email-builder-work","How does the AI email builder work?",[770,3495,3496,3500,3510,3514,3517,3521,3524,3528,3531,3535],{},[504,3497,3499],{"id":3498},"open-the-helper","Open the helper",[141,3501,3502,3503,3505,3506,3509],{},"From ",[145,3504,1930],{},", choose the AI-assisted option (it lives at ",[199,3507,3508],{},"\u002Femails\u002Fagent",").",[504,3511,3513],{"id":3512},"describe-the-email","Describe the email",[141,3515,3516],{},"Type what you need in the chat: purpose, tone, what it must mention. The assistant thinks out loud and builds a draft.",[504,3518,3520],{"id":3519},"watch-the-preview","Watch the preview",[141,3522,3523],{},"The draft renders beside the conversation as a real email preview, using your business's email styling.",[504,3525,3527],{"id":3526},"refine-in-conversation","Refine in conversation",[141,3529,3530],{},"\"Shorter\", \"mention the 24-hour cancellation policy\", \"friendlier opening\" — each reply updates the draft.",[504,3532,3534],{"id":3533},"save-as-a-template","Save as a template",[141,3536,3537,3538,3541],{},"When it's right, save it. It becomes an ordinary ",[312,3539,3540],{"href":2170},"email template"," — editable, sendable, and yours.",[136,3543,3545],{"id":3544},"the-form-helper-works-the-same-way","The form helper works the same way",[141,3547,3548,3549,3552,3553,316],{},"The same conversational flow exists for building form templates — describe the intake or consent form you need and review the drafted fields. The result saves as a normal ",[312,3550,3551],{"href":1480},"form template",". There's also a matching helper for drafting ",[312,3554,3556],{"href":3555},"\u002Fhelp\u002Foperations\u002Fimport-a-policy-from-a-document","workplace policies",[177,3558,3559],{},[141,3560,3561],{},"The AI drafts; you're the author. Read the whole draft before saving — especially anything that states policy, prices, or medical guidance. A confident-sounding wrong sentence is still wrong.",[136,3563,671],{"id":670},[504,3565,3567],{"id":3566},"why-dont-i-see-the-ai-option","Why don't I see the AI option?",[141,3569,3570],{},"The AI assistant is a feature your business enables in its settings. If it's off — or your role doesn't include it — the option doesn't appear. Ask an admin.",[504,3572,3574],{"id":3573},"does-the-ai-send-anything-to-clients","Does the AI send anything to clients?",[141,3576,3577],{},"No. It only produces drafts. Sending is always a separate, human action through the normal sending flows.",[504,3579,3581],{"id":3580},"can-it-edit-an-existing-template","Can it edit an existing template?",[141,3583,3584],{},"Start a conversation describing the change you want and save the result as a template. For small tweaks, the ordinary template editor is faster.",{"title":468,"searchDepth":23,"depth":23,"links":3586},[3587,3594,3595],{"id":3492,"depth":23,"text":3493,"children":3588},[3589,3590,3591,3592,3593],{"id":3498,"depth":33,"text":3499},{"id":3512,"depth":33,"text":3513},{"id":3519,"depth":33,"text":3520},{"id":3526,"depth":33,"text":3527},{"id":3533,"depth":33,"text":3534},{"id":3544,"depth":23,"text":3545},{"id":670,"depth":23,"text":671,"children":3596},[3597,3598,3599],{"id":3566,"depth":33,"text":3567},{"id":3573,"depth":33,"text":3574},{"id":3580,"depth":33,"text":3581},"Describe the email template or intake form you need in plain language and let the AI assistant draft it, then review and save it yourself.","i-lucide-sparkles",[3603,3604,3605,3606,3607,3608],"ai email builder","generate email template","ai form builder","create intake form with ai","ai assistant draft","ai helper not available",{},70,"\u002Fhelp\u002Fclients\u002Fbuild-an-email-with-the-ai-helper",{"title":3484,"description":3600},"help\u002Fclients\u002Fbuild-an-email-with-the-ai-helper","185pnpaUgLLc_S9EjeXCfEZJTRhlh3LZQ70jCdX3Fgk",[],1790210902425]