[{"data":1,"prerenderedAt":1151},["ShallowReactive",2],{"help:\u002Fhelp\u002Fclients\u002Fadd-and-find-clients":3,"help-all-categories":370,"help-cat-articles:\u002Fhelp\u002Fclients\u002Fadd-and-find-clients":490,"help-related:\u002Fhelp\u002Fclients\u002Fadd-and-find-clients":491},{"id":4,"title":5,"audience":6,"body":7,"category":354,"description":355,"draft":356,"extension":357,"icon":358,"keywords":359,"meta":360,"navigation":361,"order":362,"path":363,"related":364,"seo":366,"stem":367,"updatedAt":368,"__hash__":369},"help\u002Fhelp\u002Fclients\u002Fadd-and-find-clients.md","Add, find, and merge clients","clinic",{"type":8,"value":9,"toc":342},"minimark",[10,15,24,27,33,39,45,51,57,60,64,70,82,88,91,95,109,112,116,119,138,141,147,150,156,160,163,170,175,179,192,196,199,339],[11,12,14],"h2",{"id":13},"add-a-client","Add a client",[16,17,18,19,23],"p",{},"The add-client overlay opens from anywhere — ",[20,21,22],"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.",[16,25,26],{},"Only a name is really needed to get started; everything else can be filled in later.",[16,28,29,32],{},[20,30,31],{},"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.",[16,34,35,38],{},[20,36,37],{},"Address"," — street, apartment or unit, city, region, postcode, country.",[16,40,41,44],{},[20,42,43],{},"Additional contact"," — a second email and phone for clients who use one address for booking and another for billing.",[16,46,47,50],{},[20,48,49],{},"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.",[52,53,54],"warning",{},[16,55,56],{},"Marketing consent is separate from appointment notifications, and it is never granted silently. Turning on appointment SMS is not permission to send campaigns.",[16,58,59],{},"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.",[11,61,63],{"id":62},"find-a-client","Find a client",[16,65,66,69],{},[20,67,68],{},"Clients"," is the directory. Search matches name, email and phone. The list shows last visit, lifetime value, and tags at a glance.",[16,71,72,73,77,78,81],{},"Faster still: ",[74,75,76],"code",{},"⌘K"," \u002F ",[74,79,80],{},"Ctrl+K"," searches clients from any page in the app.",[83,84,85],"note",{},[16,86,87],{},"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.",[16,89,90],{},"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.",[11,92,94],{"id":93},"tags","Tags",[16,96,97,98,101,102,101,105,108],{},"Tags are how you segment: ",[74,99,100],{},"VIP",", ",[74,103,104],{},"patch-test-due",[74,106,107],{},"referred-by-staff",", whatever your business needs.",[16,110,111],{},"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.",[11,113,115],{"id":114},"bulk-actions","Bulk actions",[16,117,118],{},"Select clients with the checkboxes and act on all of them at once:",[120,121,122,126,129,132,135],"ul",{},[123,124,125],"li",{},"Send a form",[123,127,128],{},"Add to a campaign",[123,130,131],{},"Add or remove a tag",[123,133,134],{},"Export",[123,136,137],{},"Delete",[16,139,140],{},"Your selection survives changing the search and filters, so you can search, select, search again, select more, then act.",[142,143,144],"caution",{},[16,145,146],{},"Deleting a client can't be undone. Almost always, merging or archiving is what you actually want.",[11,148,134],{"id":149},"export",[16,151,152,155],{},[20,153,154],{},"Export clients"," downloads the directory as a CSV, honouring your current filters.",[11,157,159],{"id":158},"merge-duplicates","Merge duplicates",[16,161,162],{},"Two records for the same person — one from an import, one created at the desk — split their history in half. Merging fixes it.",[16,164,165,166,169],{},"Open the client you want to keep, then ",[20,167,168],{},"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.",[52,171,172],{},[16,173,174],{},"Merging is not reversible from the interface. Confirm you have the right two records — check email, phone, and last visit — before you commit.",[11,176,178],{"id":177},"bringing-a-list-in-from-elsewhere","Bringing a list in from elsewhere",[16,180,181,182,185,186,191],{},"Don't type them. ",[20,183,184],{},"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 ",[187,188,190],"a",{"href":189},"\u002Fhelp\u002Fsettings\u002Fimport-your-data","Import your data",".",[11,193,195],{"id":194},"whats-on-a-clients-profile","What's on a client's profile",[16,197,198],{},"Clicking a client opens their panel — a slide-in with everything about them, tabbed:",[200,201,202,215],"table",{},[203,204,205],"thead",{},[206,207,208,212],"tr",{},[209,210,211],"th",{},"Tab",[209,213,214],{},"What's there",[216,217,218,229,239,249,259,269,279,289,299,309,319,329],"tbody",{},[206,219,220,226],{},[221,222,223],"td",{},[20,224,225],{},"Overview",[221,227,228],{},"The snapshot: next visit, recent activity, key figures",[206,230,231,236],{},[221,232,233],{},[20,234,235],{},"Activity",[221,237,238],{},"A chronological trail of everything that has happened",[206,240,241,246],{},[221,242,243],{},[20,244,245],{},"Messages",[221,247,248],{},"The two-way message thread with this client — the same thread as the inbox",[206,250,251,256],{},[221,252,253],{},[20,254,255],{},"Appointments",[221,257,258],{},"Past and upcoming visits",[206,260,261,266],{},[221,262,263],{},[20,264,265],{},"Sales",[221,267,268],{},"Every transaction, with a link into the full sale",[206,270,271,276],{},[221,272,273],{},[20,274,275],{},"Client details",[221,277,278],{},"The editable record — contact, address, preferences",[206,280,281,286],{},[221,282,283],{},[20,284,285],{},"Items",[221,287,288],{},"Memberships, packages and gift cards they hold",[206,290,291,296],{},[221,292,293],{},[20,294,295],{},"Documents",[221,297,298],{},"Completed forms and consents",[206,300,301,306],{},[221,302,303],{},[20,304,305],{},"Photos",[221,307,308],{},"Before-and-after clinical photos, on its own permission",[206,310,311,316],{},[221,312,313],{},[20,314,315],{},"Wallet",[221,317,318],{},"Store credit and saved cards",[206,320,321,326],{},[221,322,323],{},[20,324,325],{},"Loyalty",[221,327,328],{},"Points balance, tier, and reward history",[206,330,331,336],{},[221,332,333],{},[20,334,335],{},"Reviews",[221,337,338],{},"Reviews they've left",[16,340,341],{},"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":343,"searchDepth":344,"depth":344,"links":345},"",2,[346,347,348,349,350,351,352,353],{"id":13,"depth":344,"text":14},{"id":62,"depth":344,"text":63},{"id":93,"depth":344,"text":94},{"id":114,"depth":344,"text":115},{"id":149,"depth":344,"text":134},{"id":158,"depth":344,"text":159},{"id":177,"depth":344,"text":178},{"id":194,"depth":344,"text":195},"clients","Create a client record, search the directory, work with tags, and combine duplicates without losing history.",false,"md","i-lucide-user-plus",[],{},true,10,"\u002Fhelp\u002Fclients\u002Fadd-and-find-clients",[365,189],"\u002Fhelp\u002Fclients\u002Fsend-forms-and-consents",{"title":5,"description":355},"help\u002Fclients\u002Fadd-and-find-clients","2026-09-01","c75AVP3AqyKtVwVZvb0qJGuwyGbxTBXM1KOqrXUbPUQ",[371,382,391,401,410,420,430,440,450,460,469,480],{"id":372,"title":373,"audience":6,"description":374,"extension":375,"icon":376,"meta":377,"order":378,"slug":379,"stem":380,"__hash__":381},"helpCategories\u002Fhelp\u002Fcategories\u002Fgetting-started.yml","Getting started","Set up your workspace, learn the layout, and run your first day.","yml","i-lucide-compass",{},1,"getting-started","help\u002Fcategories\u002Fgetting-started","lTnfg_2tKvxQ9QanJ9XY3shoBHrJNWNfnxhcYaaKKPI",{"id":383,"title":384,"audience":6,"description":385,"extension":375,"icon":386,"meta":387,"order":344,"slug":388,"stem":389,"__hash__":390},"helpCategories\u002Fhelp\u002Fcategories\u002Fcalendar.yml","Calendar & booking","Book, move, and cancel appointments. Block time, work the waitlist, and read the grid at a glance.","i-lucide-calendar",{},"calendar","help\u002Fcategories\u002Fcalendar","s5UMHzRIeTUFi7mdsOyuSluzJBp79U9WTsTpOtbaW-E",{"id":392,"title":393,"audience":6,"description":394,"extension":375,"icon":395,"meta":396,"order":397,"slug":398,"stem":399,"__hash__":400},"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":402,"title":403,"audience":6,"description":404,"extension":375,"icon":405,"meta":406,"order":407,"slug":354,"stem":408,"__hash__":409},"helpCategories\u002Fhelp\u002Fcategories\u002Fclients.yml","Clients & forms","Add and find clients, read a client profile, and send forms and consents.","i-lucide-users",{},4,"help\u002Fcategories\u002Fclients","u-tqzEJo2gR_wJ7x7y-EMIF3L4TP9EuBWlamwgwCC0I",{"id":411,"title":412,"audience":6,"description":413,"extension":375,"icon":414,"meta":415,"order":416,"slug":417,"stem":418,"__hash__":419},"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":421,"title":422,"audience":6,"description":423,"extension":375,"icon":424,"meta":425,"order":426,"slug":427,"stem":428,"__hash__":429},"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":431,"title":432,"audience":6,"description":433,"extension":375,"icon":434,"meta":435,"order":436,"slug":437,"stem":438,"__hash__":439},"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":441,"title":442,"audience":6,"description":443,"extension":375,"icon":444,"meta":445,"order":446,"slug":447,"stem":448,"__hash__":449},"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":451,"title":452,"audience":6,"description":453,"extension":375,"icon":454,"meta":455,"order":456,"slug":457,"stem":458,"__hash__":459},"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":461,"title":462,"audience":6,"description":463,"extension":375,"icon":464,"meta":465,"order":362,"slug":466,"stem":467,"__hash__":468},"helpCategories\u002Fhelp\u002Fcategories\u002Faccount.yml","Your login and profile","Your own login, password, two-factor security, profile, and language.","i-lucide-user-circle",{},"account","help\u002Fcategories\u002Faccount","8JZPH_8Q-lnEEFgysE9gCwyd1pzUe2hfAebATuQ5Pog",{"id":470,"title":471,"audience":472,"description":473,"extension":375,"icon":474,"meta":475,"order":476,"slug":477,"stem":478,"__hash__":479},"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":481,"title":482,"audience":472,"description":483,"extension":375,"icon":484,"meta":485,"order":486,"slug":487,"stem":488,"__hash__":489},"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",[],[492,779],{"id":493,"title":494,"audience":6,"body":495,"category":354,"description":769,"draft":356,"extension":357,"icon":770,"keywords":771,"meta":772,"navigation":361,"order":476,"path":365,"related":773,"seo":775,"stem":776,"updatedAt":777,"__hash__":778},"help\u002Fhelp\u002Fclients\u002Fsend-forms-and-consents.md","Send forms and consents",{"type":8,"value":496,"toc":754},[497,500,504,509,512,515,535,538,544,547,557,592,595,599,605,689,692,695,699,706,715,719,725,729,735,744,748],[16,498,499],{},"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.",[11,501,503],{"id":502},"build-a-form","Build a form",[16,505,506],{},[20,507,508],{},"Clients → Forms → New form",[16,510,511],{},"Add fields, group them into sections, and mark the ones that are required. Start from a blank form or one of the starter templates.",[16,513,514],{},"Per-form settings worth knowing:",[120,516,517,523,529],{},[123,518,519,522],{},[20,520,521],{},"Category"," — how the form is grouped in the list and in a client's documents",[123,524,525,528],{},[20,526,527],{},"Signature"," — whether a signature is captured at the end",[123,530,531,534],{},[20,532,533],{},"Expiry"," — a default number of days a sent link stays live",[16,536,537],{},"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.",[539,540,541],"tip",{},[16,542,543],{},"Archive a form you no longer send instead of deleting it. Deleting orphans the submissions that reference it.",[11,545,125],{"id":546},"send-a-form",[16,548,549,552,553,556],{},[20,550,551],{},"Clients → Submissions → Send",", or from a client's profile, or from the ",[20,554,555],{},"Send"," button in the top bar.",[558,559,560,565,568,572,575,579,582,586,589],"steps",{},[561,562,564],"h3",{"id":563},"pick-the-form","Pick the form",[16,566,567],{},"The active templates you're allowed to send.",[561,569,571],{"id":570},"pick-who-gets-it","Pick who gets it",[16,573,574],{},"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.",[561,576,578],{"id":577},"set-the-expiry","Set the expiry",[16,580,581],{},"Default seven days, adjustable. The screen tells you the exact date the link will stop working.",[561,583,585],{"id":584},"choose-the-email","Choose the email",[16,587,588],{},"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.",[561,590,555],{"id":591},"send",[16,593,594],{},"Each recipient gets their own private link. Nobody can see anybody else's answers, and the link carries no login.",[11,596,598],{"id":597},"track-a-submission","Track a submission",[16,600,601,604],{},[20,602,603],{},"Clients → Submissions"," lists everything sent. Each one moves through these states:",[200,606,607,617],{},[203,608,609],{},[206,610,611,614],{},[209,612,613],{},"Status",[209,615,616],{},"Meaning",[216,618,619,629,639,649,659,669,679],{},[206,620,621,626],{},[221,622,623],{},[20,624,625],{},"Draft",[221,627,628],{},"Created but not sent",[206,630,631,636],{},[221,632,633],{},[20,634,635],{},"Sent",[221,637,638],{},"Delivered, not yet opened",[206,640,641,646],{},[221,642,643],{},[20,644,645],{},"Viewed",[221,647,648],{},"The client opened the link",[206,650,651,656],{},[221,652,653],{},[20,654,655],{},"In progress",[221,657,658],{},"They started answering",[206,660,661,666],{},[221,662,663],{},[20,664,665],{},"Completed",[221,667,668],{},"Submitted, and signed if the form asked for a signature",[206,670,671,676],{},[221,672,673],{},[20,674,675],{},"Expired",[221,677,678],{},"The link passed its expiry unanswered",[206,680,681,686],{},[221,682,683],{},[20,684,685],{},"Archived",[221,687,688],{},"Filed away",[16,690,691],{},"The list flags forms that were sent more than 72 hours ago and never opened, so a stalled intake gets chased instead of forgotten.",[16,693,694],{},"You can resend, extend, or cancel outstanding forms in bulk from the list.",[11,696,698],{"id":697},"attach-forms-to-a-service","Attach forms to a service",[16,700,701,702,705],{},"A service can require a form. Set it on the service under its ",[20,703,704],{},"Forms"," tab, and the form is offered — or required — as part of that booking.",[52,707,708],{},[16,709,710,711,714],{},"If a service requires a signed clinical form and it isn't signed, ",[20,712,713],{},"checkout is blocked"," for that sale. The message names the form. Send and complete it, then settle.",[11,716,718],{"id":717},"filling-a-form-in-the-clinic","Filling a form in the clinic",[16,720,721,724],{},[20,722,723],{},"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.",[11,726,728],{"id":727},"reading-the-answers","Reading the answers",[16,730,731,732,734],{},"Completed submissions appear on the client's ",[20,733,295],{}," tab and in the submission list. Open one to read the answers, see the signature, and download a PDF.",[52,736,737],{},[16,738,739,740,191],{},"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 ",[187,741,743],{"href":742},"\u002Fhelp\u002Fsettings\u002Froles-and-permissions","Roles and permissions",[11,745,747],{"id":746},"reporting","Reporting",[16,749,750,753],{},[20,751,752],{},"Growth → Reports → Forms funnel"," shows how many forms you send, how many are opened, and how many come back completed.",{"title":343,"searchDepth":344,"depth":344,"links":755},[756,757,764,765,766,767,768],{"id":502,"depth":344,"text":503},{"id":546,"depth":344,"text":125,"children":758},[759,760,761,762,763],{"id":563,"depth":397,"text":564},{"id":570,"depth":397,"text":571},{"id":577,"depth":397,"text":578},{"id":584,"depth":397,"text":585},{"id":591,"depth":397,"text":555},{"id":597,"depth":344,"text":598},{"id":697,"depth":344,"text":698},{"id":717,"depth":344,"text":718},{"id":727,"depth":344,"text":728},{"id":746,"depth":344,"text":747},"Build a form once, send it to one client or many, and track it from sent to signed.","i-lucide-clipboard-list",[],{},[363,774],"\u002Fhelp\u002Fsettings\u002Fservices-and-pricing",{"title":494,"description":769},"help\u002Fclients\u002Fsend-forms-and-consents","2026-07-26","kCCJiIwJL-96ku8HcLpziqgSEyQj2_pub0mDXJiA1f4",{"id":780,"title":781,"audience":6,"body":782,"category":457,"description":1140,"draft":356,"extension":357,"icon":1141,"keywords":1142,"meta":1143,"navigation":361,"order":1144,"path":189,"related":1145,"seo":1148,"stem":1149,"updatedAt":777,"__hash__":1150},"help\u002Fhelp\u002Fsettings\u002Fimport-your-data.md","Import your data from Fresha or another system",{"type":8,"value":783,"toc":1116},[784,788,795,799,803,822,835,839,842,846,849,869,873,1000,1004,1007,1016,1020,1026,1031,1035,1050,1054,1057,1090,1094],[16,785,786],{},[20,787,184],{},[16,789,790,791,794],{},"The importer is built around one promise: ",[20,792,793],{},"nothing is written until you've seen exactly what will happen."," Every column in every file is shown with your own sample data beside it, a dry run tells you what would be created and what would be matched, and the whole thing can be undone in a single click afterwards.",[11,796,798],{"id":797},"get-your-files-out","Get your files out",[561,800,802],{"id":801},"from-fresha","From Fresha",[120,804,805,810,815],{},[123,806,807,809],{},[20,808,68],{}," → Options → Export to CSV",[123,811,812,809],{},[20,813,814],{},"Team",[123,816,817,818,821],{},"Everything else via ",[20,819,820],{},"Reports",": Service list, Product list, Membership list, Waitlist detail, Stock movement summary, Appointment list, Sales log detail",[52,823,824],{},[16,825,826,827,830,831,834],{},"Set every date range to ",[20,828,829],{},"All Time",", and always export the ",[20,832,833],{},"detail"," report, not the summary. A summary report is one row of totals and percentages — the importer will recognise it and refuse it, telling you to fetch the detail version instead.",[561,836,838],{"id":837},"from-anything-else","From anything else",[16,840,841],{},"Upload a CSV or Excel file with a header row and one row per record. Owneli detects what the file is and shows you every column before anything is written. Up to 15,000 rows per file.",[11,843,845],{"id":844},"what-wont-come-across","What won't come across",[16,847,848],{},"Three things, and it's worth knowing why before you start:",[120,850,851,857,863],{},[123,852,853,856],{},[20,854,855],{},"Saved cards."," For PCI reasons card details move processor-to-processor, never through a file. You re-collect them.",[123,858,859,862],{},[20,860,861],{},"Forms, consents and photos."," These aren't part of a standard export from any of these platforms.",[123,864,865,868],{},[20,866,867],{},"Mid-cycle membership billing."," Never resumed automatically. See the warning below.",[11,870,872],{"id":871},"the-four-steps","The four steps",[558,874,875,879,882,885,889,892,895,915,918,922,925,978,981,984,990,994,997],{},[561,876,878],{"id":877},"source","Source",[16,880,881],{},"Tell Owneli where the data came from — Fresha, Zenoti, Mangomint, or a generic CSV — so it recognises the file layout. Then drop your files in.",[16,883,884],{},"Each file is analysed and labelled with what it appears to be. If a file can't be read as a list of records, it's marked as such and skipped; your other files are unaffected. Anything the importer isn't sure about, you'll set by hand on the next step.",[561,886,888],{"id":887},"map-columns","Map columns",[16,890,891],{},"Every column in every file is listed, next to your own sample values, with the field it will import into. A column with no destination is a column you chose to leave out — never a silent drop.",[16,893,894],{},"Three kinds of column:",[120,896,897,903,909],{},[123,898,899,902],{},[20,900,901],{},"Mapped"," — has a destination. Recognised automatically, suggested by AI, or set by you.",[123,904,905,908],{},[20,906,907],{},"Needs a decision"," — not recognised. Point it at a field to keep it, or acknowledge the loss explicitly and continue.",[123,910,911,914],{},[20,912,913],{},"Not imported by design"," — recognised, and deliberately left out, with the reason shown. Tax and commission columns are in this bucket: they're calculated by Owneli's own engines from your configuration, and importing someone else's numbers would put two sources of truth in conflict.",[16,916,917],{},"You confirm each file's mapping before you can move on.",[561,919,921],{"id":920},"dry-run","Dry run",[16,923,924],{},"Nothing has been written yet. The numbers on this screen are exactly what the import will do:",[200,926,927,936],{},[203,928,929],{},[206,930,931,934],{},[209,932,933],{},"Column",[209,935,616],{},[216,937,938,948,958,968],{},[206,939,940,945],{},[221,941,942],{},[20,943,944],{},"Create",[221,946,947],{},"New records that will be added",[206,949,950,955],{},[221,951,952],{},[20,953,954],{},"Match existing",[221,956,957],{},"Rows that resolve to records you already have — these are linked, not duplicated",[206,959,960,965],{},[221,961,962],{},[20,963,964],{},"Skip",[221,966,967],{},"Rows that won't be imported",[206,969,970,975],{},[221,971,972],{},[20,973,974],{},"Errors",[221,976,977],{},"Rows that failed validation",[16,979,980],{},"Validation problems are listed with row numbers matching your spreadsheet, where row 1 is the header, and can be downloaded as a CSV so you can fix the source file.",[16,982,983],{},"If anything blocks the import, the screen says so plainly and nothing can be written until you resolve it.",[16,985,986,989],{},[20,987,988],{},"Consent."," Before you continue you choose the marketing consent to apply to imported clients — email, SMS, both, or neither — and confirm you have a lawful basis to hold and contact them. Nobody is silently opted in.",[561,991,993],{"id":992},"import","Import",[16,995,996],{},"Files are written in dependency order, not the order you uploaded them: whatever other rows point at is created first. Services before the memberships and appointments that name them; sales last, because a sale line can reference anything.",[16,998,999],{},"The import runs in the background. You can leave the page and come back.",[11,1001,1003],{"id":1002},"reading-the-result","Reading the result",[16,1005,1006],{},"You get a per-entity breakdown of created, matched, skipped and errored, plus a downloadable report.",[83,1008,1009],{},[16,1010,1011,1012,1015],{},"A record count can legitimately be ",[20,1013,1014],{},"lower"," than the source row count. Some exports write one row per requested service; rows sharing a reference merge into a single record. The dry run says so explicitly when it happens, and nothing was dropped.",[11,1017,1019],{"id":1018},"undoing-an-import","Undoing an import",[16,1021,1022,1025],{},[20,1023,1024],{},"Roll back"," deletes only the rows this import created. Rows that matched existing records are left untouched.",[142,1027,1028],{},[16,1029,1030],{},"Rollback permanently deletes everything the import created and cannot itself be undone. If imported rows are already in use — an imported client with an appointment booked against them, for example — rollback is blocked and you're told exactly what is holding it.",[11,1032,1034],{"id":1033},"memberships-import-as-records-only","Memberships import as records only",[142,1036,1037,1047],{},[16,1038,1039,1040,1043,1044],{},"Imported memberships are ",[20,1041,1042],{},"records only",". Auto-renew is off, no renewal date is set, and no redeemable credits are granted. ",[20,1045,1046],{},"No card is ever charged.",[16,1048,1049],{},"This is deliberate and not configurable. Resuming somebody else's mid-cycle billing against cards you have just imported is not a thing software should do quietly. Re-collect payment details and restart billing yourself when you're ready.",[11,1051,1053],{"id":1052},"suggested-order","Suggested order",[16,1055,1056],{},"Although the importer handles dependencies itself, importing in stages makes problems easier to isolate:",[558,1058,1059,1061,1064,1068,1071,1073,1076,1080,1083,1087],{},[561,1060,68],{"id":354},[16,1062,1063],{},"The biggest file and the one everything else references. Check the matched-versus-created split carefully.",[561,1065,1067],{"id":1066},"services-and-products","Services and products",[16,1069,1070],{},"Your catalog. Review prices and durations after import.",[561,1072,814],{"id":437},[16,1074,1075],{},"Then set their working hours — imported team members won't appear on the calendar until they have hours.",[561,1077,1079],{"id":1078},"memberships-waitlist-and-stock","Memberships, waitlist and stock",[16,1081,1082],{},"Records only for memberships; see the warning above.",[561,1084,1086],{"id":1085},"appointments-and-sales","Appointments and sales",[16,1088,1089],{},"History last. These reference everything else, so import them once the rest is settled.",[11,1091,1093],{"id":1092},"after-the-import","After the import",[120,1095,1096,1102,1108,1113],{},[123,1097,1098,1099],{},"Set working hours for imported team members — ",[20,1100,1101],{},"Team → Scheduling",[123,1103,1104,1105],{},"Review imported prices and durations — ",[20,1106,1107],{},"Operations → Services",[123,1109,1110,1111],{},"Look for duplicate clients and merge them — see ",[187,1112,5],{"href":363},[123,1114,1115],{},"Re-collect payment details for anyone on a membership",{"title":343,"searchDepth":344,"depth":344,"links":1117},[1118,1122,1123,1129,1130,1131,1132,1139],{"id":797,"depth":344,"text":798,"children":1119},[1120,1121],{"id":801,"depth":397,"text":802},{"id":837,"depth":397,"text":838},{"id":844,"depth":344,"text":845},{"id":871,"depth":344,"text":872,"children":1124},[1125,1126,1127,1128],{"id":877,"depth":397,"text":878},{"id":887,"depth":397,"text":888},{"id":920,"depth":397,"text":921},{"id":992,"depth":397,"text":993},{"id":1002,"depth":344,"text":1003},{"id":1018,"depth":344,"text":1019},{"id":1033,"depth":344,"text":1034},{"id":1052,"depth":344,"text":1053,"children":1133},[1134,1135,1136,1137,1138],{"id":354,"depth":397,"text":68},{"id":1066,"depth":397,"text":1067},{"id":437,"depth":397,"text":814},{"id":1078,"depth":397,"text":1079},{"id":1085,"depth":397,"text":1086},{"id":1092,"depth":344,"text":1093},"Move clients, services, products, team, memberships and more — mapped column by column, de-duplicated, and reversible in one click.","i-lucide-upload",[],{},30,[1146,363,1147],"\u002Fhelp\u002Fgetting-started\u002Fset-up-your-workspace","\u002Fhelp\u002Fretail\u002Fmemberships",{"title":781,"description":1140},"help\u002Fsettings\u002Fimport-your-data","xDD0qfc0ryBwYt_R5M6hJ92l3wL3GJTAiwp_6wdsssA",1790210902439]