[{"data":1,"prerenderedAt":1077},["ShallowReactive",2],{"help:\u002Fhelp\u002Fclients\u002Fbuild-a-form":3,"help-all-categories":478,"help-cat-articles:\u002Fhelp\u002Fclients\u002Fbuild-a-form":598,"help-related:\u002Fhelp\u002Fclients\u002Fbuild-a-form":599},{"id":4,"title":5,"audience":6,"body":7,"category":462,"description":463,"draft":464,"extension":465,"icon":466,"keywords":467,"meta":468,"navigation":469,"order":470,"path":471,"related":472,"seo":474,"stem":475,"updatedAt":476,"__hash__":477},"help\u002Fhelp\u002Fclients\u002Fbuild-a-form.md","Build a form template","clinic",{"type":8,"value":9,"toc":441},"minimark",[10,17,26,31,38,41,45,50,90,94,113,116,120,130,134,197,211,215,278,282,285,295,299,307,318,321,325,332,335,361,368,374,377,381,400,404,407,411,418,427,431,434,438],[11,12,13],"p",{},[14,15,16],"strong",{},"Clients → Forms → New form",[11,18,19,20,25],{},"A form template is built once and sent as many times as you need. This page covers authoring; ",[21,22,24],"a",{"href":23},"\u002Fhelp\u002Fclients\u002Fsend-forms-and-consents","Send forms and consents"," covers sending and tracking.",[27,28,30],"h2",{"id":29},"simple-mode-and-the-full-palette","Simple mode and the full palette",[11,32,33,34,37],{},"The builder starts in ",[14,35,36],{},"simple mode",", showing only the everyday field types. Most intake forms never need more than that.",[11,39,40],{},"Switch out of simple mode when you want the advanced types — date-and-time, rating, address, file upload, and calculated fields.",[27,42,44],{"id":43},"the-field-palette","The field palette",[46,47,49],"h3",{"id":48},"layout","Layout",[51,52,53,66],"table",{},[54,55,56],"thead",{},[57,58,59,63],"tr",{},[60,61,62],"th",{},"Field",[60,64,65],{},"Use it for",[67,68,69,80],"tbody",{},[57,70,71,77],{},[72,73,74],"td",{},[14,75,76],{},"Section",[72,78,79],{},"A heading that breaks a long form into readable chunks",[57,81,82,87],{},[72,83,84],{},[14,85,86],{},"Paragraph",[72,88,89],{},"Explanatory text with no input — instructions, a disclaimer",[46,91,93],{"id":92},"text-inputs","Text inputs",[11,95,96,99,100,99,103,99,106,99,109,112],{},[14,97,98],{},"Text",", ",[14,101,102],{},"Long text",[14,104,105],{},"Email",[14,107,108],{},"Phone",[14,110,111],{},"Number",".",[11,114,115],{},"Email and phone validate what's typed, so you get a usable address rather than a typo.",[46,117,119],{"id":118},"date-and-time","Date and time",[11,121,122,99,125,99,128,112],{},[14,123,124],{},"Date",[14,126,127],{},"Time",[14,129,119],{},[46,131,133],{"id":132},"selection","Selection",[51,135,136,145],{},[54,137,138],{},[57,139,140,142],{},[60,141,62],{},[60,143,144],{},"Behaviour",[67,146,147,157,167,177,187],{},[57,148,149,154],{},[72,150,151],{},[14,152,153],{},"Checkbox",[72,155,156],{},"A single yes\u002Fno tick",[57,158,159,164],{},[72,160,161],{},[14,162,163],{},"Checkbox group",[72,165,166],{},"Pick any number from a list",[57,168,169,174],{},[72,170,171],{},[14,172,173],{},"Radio buttons",[72,175,176],{},"Pick exactly one, all options visible",[57,178,179,184],{},[72,180,181],{},[14,182,183],{},"Dropdown",[72,185,186],{},"Pick exactly one from a longer list",[57,188,189,194],{},[72,190,191],{},[14,192,193],{},"Rating",[72,195,196],{},"A star rating",[198,199,200],"tip",{},[11,201,202,203,206,207,210],{},"Use ",[14,204,205],{},"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 ",[14,208,209],{},"dropdown"," when the list is long enough that showing it all would bury the rest of the form.",[46,212,214],{"id":213},"advanced","Advanced",[51,216,217,226],{},[54,218,219],{},[57,220,221,223],{},[60,222,62],{},[60,224,225],{},"What it does",[67,227,228,238,248,258,268],{},[57,229,230,235],{},[72,231,232],{},[14,233,234],{},"Address",[72,236,237],{},"A structured address, not a free-text box",[57,239,240,245],{},[72,241,242],{},[14,243,244],{},"Signature",[72,246,247],{},"Drawn on screen. This is what makes a consent a consent.",[57,249,250,255],{},[72,251,252],{},[14,253,254],{},"Initials",[72,256,257],{},"A lighter-weight acknowledgment, for initialling individual clauses",[57,259,260,265],{},[72,261,262],{},[14,263,264],{},"File upload",[72,266,267],{},"The client attaches a document or photo",[57,269,270,275],{},[72,271,272],{},[14,273,274],{},"Calculated",[72,276,277],{},"A score derived from other answers — see below",[27,279,281],{"id":280},"required-fields","Required fields",[11,283,284],{},"Mark any field as required and the form can't be submitted without it.",[286,287,288],"warning",{},[11,289,290,291,294],{},"A required field inside a section that's hidden by conditional logic is ",[14,292,293],{},"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.",[27,296,298],{"id":297},"conditional-logic","Conditional logic",[11,300,301,302,306],{},"Any field can be shown only when other answers meet a condition — \"if the client ticked ",[303,304,305],"em",{},"pregnant",", show these three questions\".",[11,308,309,310,313,314,317],{},"You can combine several conditions and choose whether ",[14,311,312],{},"all"," of them must match or ",[14,315,316],{},"any"," of them.",[11,319,320],{},"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.",[27,322,324],{"id":323},"calculated-fields","Calculated fields",[11,326,327,328,331],{},"A ",[14,329,330],{},"calculated"," field produces a score from other answers. It's how you turn a questionnaire into a triage signal.",[11,333,334],{},"How the total is built:",[336,337,338,348,353],"ul",{},[339,340,341,344,345,347],"li",{},[14,342,343],{},"Radio"," and ",[14,346,209],{}," — the selected option's score",[339,349,350,352],{},[14,351,163],{}," — the sum of every selected option's score",[339,354,355,344,357,360],{},[14,356,193],{},[14,358,359],{},"number"," — the value itself",[11,362,363,364,367],{},"You then map the total onto ",[14,365,366],{},"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.",[369,370,371],"note",{},[11,372,373],{},"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.",[11,375,376],{},"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.",[27,378,380],{"id":379},"form-settings","Form settings",[336,382,383,389,394],{},[339,384,385,388],{},[14,386,387],{},"Category"," — how the form is grouped in lists and in a client's documents",[339,390,391,393],{},[14,392,244],{}," — whether a signature is captured",[339,395,396,399],{},[14,397,398],{},"Expiry"," — the default number of days a sent link stays live",[27,401,403],{"id":402},"versions","Versions",[11,405,406],{},"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.",[27,408,410],{"id":409},"attaching-a-form-to-a-service","Attaching a form to a service",[11,412,413,414,417],{},"A service can require a form, set on the service's ",[14,415,416],{},"Forms"," tab.",[286,419,420],{},[11,421,422,423,426],{},"A service that requires a signed clinical form will ",[14,424,425],{},"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.",[27,428,430],{"id":429},"starter-templates","Starter templates",[11,432,433],{},"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.",[27,435,437],{"id":436},"archiving","Archiving",[11,439,440],{},"Archive a form you no longer send rather than deleting it. Deleting orphans the submissions that reference it.",{"title":442,"searchDepth":443,"depth":443,"links":444},"",2,[445,446,454,455,456,457,458,459,460,461],{"id":29,"depth":443,"text":30},{"id":43,"depth":443,"text":44,"children":447},[448,450,451,452,453],{"id":48,"depth":449,"text":49},3,{"id":92,"depth":449,"text":93},{"id":118,"depth":449,"text":119},{"id":132,"depth":449,"text":133},{"id":213,"depth":449,"text":214},{"id":280,"depth":443,"text":281},{"id":297,"depth":443,"text":298},{"id":323,"depth":443,"text":324},{"id":379,"depth":443,"text":380},{"id":402,"depth":443,"text":403},{"id":409,"depth":443,"text":410},{"id":429,"depth":443,"text":430},{"id":436,"depth":443,"text":437},"clients","The field palette, sections, conditional logic, scored questions, and signatures — everything the form builder can do.",false,"md","i-lucide-file-text",[],{},true,25,"\u002Fhelp\u002Fclients\u002Fbuild-a-form",[23,473],"\u002Fhelp\u002Fsettings\u002Fservices-and-pricing",{"title":5,"description":463},"help\u002Fclients\u002Fbuild-a-form","2026-07-26","WMoP9GihXdPlY9PaXndVnFL0KQXbEhIjVcZcwApPie0",[479,490,499,508,517,527,537,547,557,567,577,588],{"id":480,"title":481,"audience":6,"description":482,"extension":483,"icon":484,"meta":485,"order":486,"slug":487,"stem":488,"__hash__":489},"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":491,"title":492,"audience":6,"description":493,"extension":483,"icon":494,"meta":495,"order":443,"slug":496,"stem":497,"__hash__":498},"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":500,"title":501,"audience":6,"description":502,"extension":483,"icon":503,"meta":504,"order":449,"slug":505,"stem":506,"__hash__":507},"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",{},"checkout","help\u002Fcategories\u002Fcheckout","4PQPgJd7Z25g0SvtoqqdMlnzk3DlcJpaZhNAiNiYVW0",{"id":509,"title":510,"audience":6,"description":511,"extension":483,"icon":512,"meta":513,"order":514,"slug":462,"stem":515,"__hash__":516},"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":518,"title":519,"audience":6,"description":520,"extension":483,"icon":521,"meta":522,"order":523,"slug":524,"stem":525,"__hash__":526},"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":528,"title":529,"audience":6,"description":530,"extension":483,"icon":531,"meta":532,"order":533,"slug":534,"stem":535,"__hash__":536},"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":538,"title":539,"audience":6,"description":540,"extension":483,"icon":541,"meta":542,"order":543,"slug":544,"stem":545,"__hash__":546},"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":548,"title":549,"audience":6,"description":550,"extension":483,"icon":551,"meta":552,"order":553,"slug":554,"stem":555,"__hash__":556},"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":558,"title":559,"audience":6,"description":560,"extension":483,"icon":561,"meta":562,"order":563,"slug":564,"stem":565,"__hash__":566},"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":568,"title":569,"audience":6,"description":570,"extension":483,"icon":571,"meta":572,"order":573,"slug":574,"stem":575,"__hash__":576},"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":578,"title":579,"audience":580,"description":581,"extension":483,"icon":582,"meta":583,"order":584,"slug":585,"stem":586,"__hash__":587},"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":589,"title":590,"audience":580,"description":591,"extension":483,"icon":592,"meta":593,"order":594,"slug":595,"stem":596,"__hash__":597},"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",[],[600,880],{"id":601,"title":24,"audience":6,"body":602,"category":462,"description":871,"draft":464,"extension":465,"icon":872,"keywords":873,"meta":874,"navigation":469,"order":584,"path":23,"related":875,"seo":877,"stem":878,"updatedAt":476,"__hash__":879},"help\u002Fhelp\u002Fclients\u002Fsend-forms-and-consents.md",{"type":8,"value":603,"toc":856},[604,607,611,615,618,621,638,641,646,650,660,694,697,701,707,791,794,797,801,807,816,820,826,830,837,846,850],[11,605,606],{},"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.",[27,608,610],{"id":609},"build-a-form","Build a form",[11,612,613],{},[14,614,16],{},[11,616,617],{},"Add fields, group them into sections, and mark the ones that are required. Start from a blank form or one of the starter templates.",[11,619,620],{},"Per-form settings worth knowing:",[336,622,623,628,633],{},[339,624,625,627],{},[14,626,387],{}," — how the form is grouped in the list and in a client's documents",[339,629,630,632],{},[14,631,244],{}," — whether a signature is captured at the end",[339,634,635,637],{},[14,636,398],{}," — a default number of days a sent link stays live",[11,639,640],{},"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.",[198,642,643],{},[11,644,645],{},"Archive a form you no longer send instead of deleting it. Deleting orphans the submissions that reference it.",[27,647,649],{"id":648},"send-a-form","Send a form",[11,651,652,655,656,659],{},[14,653,654],{},"Clients → Submissions → Send",", or from a client's profile, or from the ",[14,657,658],{},"Send"," button in the top bar.",[661,662,663,667,670,674,677,681,684,688,691],"steps",{},[46,664,666],{"id":665},"pick-the-form","Pick the form",[11,668,669],{},"The active templates you're allowed to send.",[46,671,673],{"id":672},"pick-who-gets-it","Pick who gets it",[11,675,676],{},"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.",[46,678,680],{"id":679},"set-the-expiry","Set the expiry",[11,682,683],{},"Default seven days, adjustable. The screen tells you the exact date the link will stop working.",[46,685,687],{"id":686},"choose-the-email","Choose the email",[11,689,690],{},"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.",[46,692,658],{"id":693},"send",[11,695,696],{},"Each recipient gets their own private link. Nobody can see anybody else's answers, and the link carries no login.",[27,698,700],{"id":699},"track-a-submission","Track a submission",[11,702,703,706],{},[14,704,705],{},"Clients → Submissions"," lists everything sent. Each one moves through these states:",[51,708,709,719],{},[54,710,711],{},[57,712,713,716],{},[60,714,715],{},"Status",[60,717,718],{},"Meaning",[67,720,721,731,741,751,761,771,781],{},[57,722,723,728],{},[72,724,725],{},[14,726,727],{},"Draft",[72,729,730],{},"Created but not sent",[57,732,733,738],{},[72,734,735],{},[14,736,737],{},"Sent",[72,739,740],{},"Delivered, not yet opened",[57,742,743,748],{},[72,744,745],{},[14,746,747],{},"Viewed",[72,749,750],{},"The client opened the link",[57,752,753,758],{},[72,754,755],{},[14,756,757],{},"In progress",[72,759,760],{},"They started answering",[57,762,763,768],{},[72,764,765],{},[14,766,767],{},"Completed",[72,769,770],{},"Submitted, and signed if the form asked for a signature",[57,772,773,778],{},[72,774,775],{},[14,776,777],{},"Expired",[72,779,780],{},"The link passed its expiry unanswered",[57,782,783,788],{},[72,784,785],{},[14,786,787],{},"Archived",[72,789,790],{},"Filed away",[11,792,793],{},"The list flags forms that were sent more than 72 hours ago and never opened, so a stalled intake gets chased instead of forgotten.",[11,795,796],{},"You can resend, extend, or cancel outstanding forms in bulk from the list.",[27,798,800],{"id":799},"attach-forms-to-a-service","Attach forms to a service",[11,802,803,804,806],{},"A service can require a form. Set it on the service under its ",[14,805,416],{}," tab, and the form is offered — or required — as part of that booking.",[286,808,809],{},[11,810,811,812,815],{},"If a service requires a signed clinical form and it isn't signed, ",[14,813,814],{},"checkout is blocked"," for that sale. The message names the form. Send and complete it, then settle.",[27,817,819],{"id":818},"filling-a-form-in-the-clinic","Filling a form in the clinic",[11,821,822,825],{},[14,823,824],{},"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.",[27,827,829],{"id":828},"reading-the-answers","Reading the answers",[11,831,832,833,836],{},"Completed submissions appear on the client's ",[14,834,835],{},"Documents"," tab and in the submission list. Open one to read the answers, see the signature, and download a PDF.",[286,838,839],{},[11,840,841,842,112],{},"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 ",[21,843,845],{"href":844},"\u002Fhelp\u002Fsettings\u002Froles-and-permissions","Roles and permissions",[27,847,849],{"id":848},"reporting","Reporting",[11,851,852,855],{},[14,853,854],{},"Growth → Reports → Forms funnel"," shows how many forms you send, how many are opened, and how many come back completed.",{"title":442,"searchDepth":443,"depth":443,"links":857},[858,859,866,867,868,869,870],{"id":609,"depth":443,"text":610},{"id":648,"depth":443,"text":649,"children":860},[861,862,863,864,865],{"id":665,"depth":449,"text":666},{"id":672,"depth":449,"text":673},{"id":679,"depth":449,"text":680},{"id":686,"depth":449,"text":687},{"id":693,"depth":449,"text":658},{"id":699,"depth":443,"text":700},{"id":799,"depth":443,"text":800},{"id":818,"depth":443,"text":819},{"id":828,"depth":443,"text":829},{"id":848,"depth":443,"text":849},"Build a form once, send it to one client or many, and track it from sent to signed.","i-lucide-clipboard-list",[],{},[876,473],"\u002Fhelp\u002Fclients\u002Fadd-and-find-clients",{"title":24,"description":871},"help\u002Fclients\u002Fsend-forms-and-consents","kCCJiIwJL-96ku8HcLpziqgSEyQj2_pub0mDXJiA1f4",{"id":881,"title":882,"audience":6,"body":883,"category":564,"description":1067,"draft":464,"extension":465,"icon":1068,"keywords":1069,"meta":1070,"navigation":469,"order":573,"path":473,"related":1071,"seo":1074,"stem":1075,"updatedAt":476,"__hash__":1076},"help\u002Fhelp\u002Fsettings\u002Fservices-and-pricing.md","Services and pricing",{"type":8,"value":884,"toc":1050},[885,888,893,897,904,907,911,914,918,921,924,927,934,938,941,945,948,951,956,963,966,973,977,980,984,987,991,998,1001,1005,1011,1014,1018,1029,1034,1036],[11,886,887],{},"The service catalog is what you offer, how long each thing takes, and what it costs. Everything downstream reads from it — the calendar's booking panel, the public booking page, and checkout.",[11,889,890],{},[14,891,892],{},"Operations → Services",[27,894,896],{"id":895},"organise-with-categories","Organise with categories",[11,898,899,900,903],{},"Group services into categories so the booking experience reads cleanly rather than as one long alphabetical list. Use ",[14,901,902],{},"Manage order"," to drag categories into the order you want, and services within each category.",[11,905,906],{},"The order you set here is the order clients see when booking.",[27,908,910],{"id":909},"configure-a-service","Configure a service",[11,912,913],{},"Open a service and you get six tabs.",[46,915,917],{"id":916},"basic","Basic",[11,919,920],{},"Name, description, category, duration, price, and calendar colour. Duration is what reserves time on the grid, so include cleanup and turnaround if you need the room protected.",[46,922,923],{"id":544},"Team",[11,925,926],{},"Choose who can be booked for this service. Leave it empty and everyone on the team is bookable for it.",[11,928,929,930,933],{},"Selected members can also carry their ",[14,931,932],{},"own price or duration"," for this service — leave those blank to inherit the service default. That's how a senior provider charges more for the same treatment without you duplicating the service.",[46,935,937],{"id":936},"resources","Resources",[11,939,940],{},"If the service needs a room or a machine, attach it here. Owneli then reserves the resource alongside the provider, and a booking that would double-book the equipment is refused.",[46,942,944],{"id":943},"booking","Booking",[11,946,947],{},"Whether the service is bookable online, and the rules that apply when it is.",[46,949,416],{"id":950},"forms",[11,952,953,954,112],{},"Attach a form or consent to the service. It's offered — or required — as part of that booking. See ",[21,955,24],{"href":23},[286,957,958],{},[11,959,422,960,962],{},[14,961,425],{}," until the form is signed. That's a deliberate safety gate, not a bug.",[46,964,965],{"id":564},"Settings",[11,967,968,969,112],{},"Anything else that's specific to this service, including its own payment policy override. See ",[21,970,972],{"href":971},"\u002Fhelp\u002Fcheckout\u002Fdeposits-and-cancellation-fees","Deposits, cancellation and no-show fees",[27,974,976],{"id":975},"filtering-the-catalog","Filtering the catalog",[11,978,979],{},"The list filters by category, by online-bookable only, by inactive only, and can show archived services. Archive rather than delete: deleting a service orphans the history that references it.",[27,981,983],{"id":982},"bundles","Bundles",[11,985,986],{},"A bundle presents several services as one bookable item at a combined price, with the saving shown as a percentage. It books as a single appointment.",[27,988,990],{"id":989},"per-location-menus","Per-location menus",[11,992,993,994,997],{},"With more than one location, ",[14,995,996],{},"By location"," opens a matrix: turn each service on or off per location and set location-specific prices. Empty price cells inherit the base price.",[11,999,1000],{},"With a single location the matrix is hidden — every service simply uses its base price.",[27,1002,1004],{"id":1003},"smart-pricing","Smart pricing",[11,1006,1007,1010],{},[14,1008,1009],{},"Settings → Payments → Smart pricing"," lets you charge more during busy windows and less during quiet ones. Off-peak rules nudge demand into your dead hours; peak rules capture your busiest ones.",[11,1012,1013],{},"Peak surges are capped, and both directions are always disclosed to the client before payment — a slot that costs more says so, and a slot that costs less says how much they saved.",[27,1015,1017],{"id":1016},"importing-a-catalog","Importing a catalog",[11,1019,1020,1021,1024,1025,112],{},"If you're coming from another system, don't retype the list. ",[14,1022,1023],{},"Settings → Import"," brings services in with durations and prices mapped column by column. See ",[21,1026,1028],{"href":1027},"\u002Fhelp\u002Fsettings\u002Fimport-your-data","Import your data",[286,1030,1031],{},[11,1032,1033],{},"Service identifiers in exports from other platforms are not always unique. Check the dry-run counts against your source file before running an import of services.",[27,1035,849],{"id":848},[336,1037,1038,1044],{},[339,1039,1040,1043],{},[14,1041,1042],{},"Growth → Reports → Services"," — revenue and volume by service",[339,1045,1046,1049],{},[14,1047,1048],{},"Growth → Reports → Peak hours"," — when demand actually lands, which is what smart pricing rules should be built from",{"title":442,"searchDepth":443,"depth":443,"links":1051},[1052,1053,1061,1062,1063,1064,1065,1066],{"id":895,"depth":443,"text":896},{"id":909,"depth":443,"text":910,"children":1054},[1055,1056,1057,1058,1059,1060],{"id":916,"depth":449,"text":917},{"id":544,"depth":449,"text":923},{"id":936,"depth":449,"text":937},{"id":943,"depth":449,"text":944},{"id":950,"depth":449,"text":416},{"id":564,"depth":449,"text":965},{"id":975,"depth":443,"text":976},{"id":982,"depth":443,"text":983},{"id":989,"depth":443,"text":990},{"id":1003,"depth":443,"text":1004},{"id":1016,"depth":443,"text":1017},{"id":848,"depth":443,"text":849},"Build the catalog that drives booking and checkout — durations, prices, who can perform what, and per-location overrides.","i-lucide-list",[],{},[1072,1073,971],"\u002Fhelp\u002Fgetting-started\u002Fset-up-your-workspace","\u002Fhelp\u002Fcalendar\u002Fbook-an-appointment",{"title":882,"description":1067},"help\u002Fsettings\u002Fservices-and-pricing","SRhXZdhmtcBvxxwQ8JXugj-lbJwg29J5t86wSzvQK7s",1790210902486]