[{"data":1,"prerenderedAt":1138},["ShallowReactive",2],{"help:\u002Fhelp\u002Fclients\u002Fmarketing-consent-and-unsubscribes":3,"help-all-categories":236,"help-cat-articles:\u002Fhelp\u002Fclients\u002Fmarketing-consent-and-unsubscribes":356,"help-related:\u002Fhelp\u002Fclients\u002Fmarketing-consent-and-unsubscribes":357},{"id":4,"title":5,"audience":6,"body":7,"category":214,"description":215,"draft":216,"extension":217,"icon":218,"keywords":219,"meta":226,"navigation":227,"order":228,"path":229,"related":230,"seo":232,"stem":233,"updatedAt":234,"__hash__":235},"help\u002Fhelp\u002Fclients\u002Fmarketing-consent-and-unsubscribes.md","Marketing consent and unsubscribes","clinic",{"type":8,"value":9,"toc":199},"minimark",[10,20,25,33,98,106,112,116,119,123,126,139,142,146,149,153,161,165,170,173,177,192,196],[11,12,13,14,19],"p",{},"Owneli keeps one authoritative yes\u002Fno per client for marketing email, recorded with a timestamp and never granted silently. ",[15,16,18],"a",{"href":17},"\u002Fhelp\u002Fgrowth\u002Fcampaigns","Campaigns"," send only to consented clients; an unsubscribe flips that one switch and stops all marketing at once — appointment notifications continue.",[21,22,24],"h2",{"id":23},"whats-the-difference-between-marketing-consent-and-appointment-notifications","What's the difference between marketing consent and appointment notifications?",[11,26,27,28,32],{},"On a client's record, under ",[29,30,31],"strong",{},"Communication preferences",", three things look similar but are legally different:",[34,35,36,52],"table",{},[37,38,39],"thead",{},[40,41,42,46,49],"tr",{},[43,44,45],"th",{},"Switch",[43,47,48],{},"Covers",[43,50,51],{},"Default",[53,54,55,69,84],"tbody",{},[40,56,57,63,66],{},[58,59,60],"td",{},[29,61,62],{},"Appointment emails \u002F SMS",[58,64,65],{},"Confirmations, reminders, reschedule notices — transactional messages about their own bookings",[58,67,68],{},"Usually on",[40,70,71,76,79],{},[58,72,73],{},[29,74,75],{},"Marketing emails",[58,77,78],{},"Campaigns, newsletters, promotions by email",[58,80,81],{},[29,82,83],{},"Off until the client consents",[40,85,86,91,94],{},[58,87,88],{},[29,89,90],{},"Marketing SMS",[58,92,93],{},"Promotional texts (requires a phone number on file)",[58,95,96],{},[29,97,83],{},[11,99,100,101,105],{},"Turning on appointment SMS is ",[102,103,104],"em",{},"not"," permission to send campaigns. Marketing consent is its own explicit choice, recorded with a timestamp.",[107,108,109],"warning",{},[11,110,111],{},"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.",[21,113,115],{"id":114},"how-consent-is-used","How consent is used",[11,117,118],{},"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.",[21,120,122],{"id":121},"unsubscribes","Unsubscribes",[11,124,125],{},"Every marketing email carries an unsubscribe link. When a client uses it:",[127,128,129,133,136],"ul",{},[130,131,132],"li",{},"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.)",[130,134,135],{},"Mail apps with a built-in \"Unsubscribe\" button work too — Owneli supports one-click unsubscribe headers.",[130,137,138],{},"Their marketing email consent is switched off immediately, with the timestamp recorded.",[11,140,141],{},"Nothing else changes: appointment confirmations and reminders continue, because those are about their bookings, not marketing.",[21,143,145],{"id":144},"re-subscribing","Re-subscribing",[11,147,148],{},"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.",[21,150,152],{"id":151},"blocked-clients","Blocked clients",[11,154,155,156,160],{},"Blocking a client also stops marketing to them, regardless of their consent state. See ",[15,157,159],{"href":158},"\u002Fhelp\u002Fclients\u002Fblocked-and-flagged-clients","Blocked and flagged clients",".",[21,162,164],{"id":163},"common-questions","Common questions",[166,167,169],"h3",{"id":168},"a-client-unsubscribed-but-still-gets-appointment-reminders-is-that-a-bug","A client unsubscribed but still gets appointment reminders. Is that a bug?",[11,171,172],{},"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.",[166,174,176],{"id":175},"where-do-i-see-whether-a-client-has-consented","Where do I see whether a client has consented?",[11,178,179,180,183,184,187,188,160],{},"On their profile's ",[29,181,182],{},"Details"," tab, in the ",[29,185,186],{},"Marketing"," section of the communication preferences — see ",[15,189,191],{"href":190},"\u002Fhelp\u002Fclients\u002Fread-a-clients-profile","Read a client's profile",[166,193,195],{"id":194},"can-i-re-subscribe-a-client-who-opted-out","Can I re-subscribe a client who opted out?",[11,197,198],{},"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":200,"searchDepth":201,"depth":201,"links":202},"",2,[203,204,205,206,207,208],{"id":23,"depth":201,"text":24},{"id":114,"depth":201,"text":115},{"id":121,"depth":201,"text":122},{"id":144,"depth":201,"text":145},{"id":151,"depth":201,"text":152},{"id":163,"depth":201,"text":164,"children":209},[210,212,213],{"id":168,"depth":211,"text":169},3,{"id":175,"depth":211,"text":176},{"id":194,"depth":211,"text":195},"clients","How marketing consent is recorded per client, what the unsubscribe link changes, and why appointment reminders keep sending after an opt-out.",false,"md","i-lucide-mail-check",[220,221,222,223,224,225],"marketing consent","client unsubscribed","email opt out","sms marketing consent","unsubscribe link","still getting appointment reminders",{},true,45,"\u002Fhelp\u002Fclients\u002Fmarketing-consent-and-unsubscribes",[17,231],"\u002Fhelp\u002Fclients\u002Fadd-and-find-clients",{"title":5,"description":215},"help\u002Fclients\u002Fmarketing-consent-and-unsubscribes","2026-08-14","qjNNAL56XapmbO2au3phM5rQeMzJDgXrosi55G6eHhU",[237,248,257,266,275,285,295,305,315,325,335,346],{"id":238,"title":239,"audience":6,"description":240,"extension":241,"icon":242,"meta":243,"order":244,"slug":245,"stem":246,"__hash__":247},"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":249,"title":250,"audience":6,"description":251,"extension":241,"icon":252,"meta":253,"order":201,"slug":254,"stem":255,"__hash__":256},"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":258,"title":259,"audience":6,"description":260,"extension":241,"icon":261,"meta":262,"order":211,"slug":263,"stem":264,"__hash__":265},"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":267,"title":268,"audience":6,"description":269,"extension":241,"icon":270,"meta":271,"order":272,"slug":214,"stem":273,"__hash__":274},"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":276,"title":277,"audience":6,"description":278,"extension":241,"icon":279,"meta":280,"order":281,"slug":282,"stem":283,"__hash__":284},"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":286,"title":287,"audience":6,"description":288,"extension":241,"icon":289,"meta":290,"order":291,"slug":292,"stem":293,"__hash__":294},"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":296,"title":297,"audience":6,"description":298,"extension":241,"icon":299,"meta":300,"order":301,"slug":302,"stem":303,"__hash__":304},"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":306,"title":307,"audience":6,"description":308,"extension":241,"icon":309,"meta":310,"order":311,"slug":312,"stem":313,"__hash__":314},"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":316,"title":317,"audience":6,"description":318,"extension":241,"icon":319,"meta":320,"order":321,"slug":322,"stem":323,"__hash__":324},"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":326,"title":327,"audience":6,"description":328,"extension":241,"icon":329,"meta":330,"order":331,"slug":332,"stem":333,"__hash__":334},"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":336,"title":337,"audience":338,"description":339,"extension":241,"icon":340,"meta":341,"order":342,"slug":343,"stem":344,"__hash__":345},"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":347,"title":348,"audience":338,"description":349,"extension":241,"icon":350,"meta":351,"order":352,"slug":353,"stem":354,"__hash__":355},"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",[],[358,799],{"id":359,"title":18,"audience":6,"body":360,"category":312,"description":788,"draft":216,"extension":217,"icon":789,"keywords":790,"meta":791,"navigation":227,"order":792,"path":17,"related":793,"seo":795,"stem":796,"updatedAt":797,"__hash__":798},"help\u002Fhelp\u002Fgrowth\u002Fcampaigns.md",{"type":8,"value":361,"toc":768},[362,367,370,381,385,400,407,417,420,424,590,594,657,674,678,690,693,707,710,714,720,724,727,731,747,751],[11,363,364],{},[29,365,366],{},"Growth → Campaigns",[11,368,369],{},"A campaign is a broadcast: design once, deliver by email and text, follow up with people who didn't engage, and see the revenue it produced.",[11,371,372,373,376,377,380],{},"The page has two tabs — ",[29,374,375],{},"Blasts"," (one-time sends) and ",[29,378,379],{},"Always-on"," (campaigns that run themselves).",[21,382,384],{"id":383},"send-a-newsletter","Send a newsletter",[11,386,387,388,391,392,395,396,399],{},"Choose ",[29,389,390],{},"Start a campaign ? Send a newsletter"," for an email update to clients who have opted into marketing. Start with ",[29,393,394],{},"Monthly newsletter"," or ",[29,397,398],{},"Community update",", then replace the sample copy with your news, useful advice, and booking links.",[11,401,402,403,406],{},"The template starts with your business accent colour, logo, and name. You can adjust the design before sending. Emails include your business identity, mailing address, an unsubscribe link, and a discreet ",[29,404,405],{},"Powered by Owneli"," footer.",[11,408,409,410,395,413,416],{},"Review the audience, send yourself a test, and choose ",[29,411,412],{},"Now",[29,414,415],{},"Scheduled",". The newsletter recipe creates one email campaign with no automatic follow-ups. ?Monthly? describes the template; it does not automatically send every month. Create and review a new edition for each send.",[11,418,419],{},"Clients who withdraw email marketing consent or become blocked before delivery are excluded. If an email address changes after scheduling, that queued email is suppressed; review the audience before sending another edition.",[21,421,423],{"id":422},"build-a-campaign","Build a campaign",[425,426,427,431,441,445,456,491,502,509,513,520,530,534,537,541,544,548,551,555,563,573,577,580,586],"steps",{},[166,428,430],{"id":429},"start-from-a-goal","Start from a goal",[11,432,433,436,437,440],{},[29,434,435],{},"New campaign"," asks what outcome you're after and sets up the audience, channel and follow-ups for you. ",[29,438,439],{},"Start from scratch"," if you'd rather build it yourself.",[166,442,444],{"id":443},"choose-your-audience","Choose your audience",[11,446,447,448,451,452,455],{},"Two modes. ",[29,449,450],{},"Standard"," offers ready-made segments. ",[29,453,454],{},"Custom"," lets you stack conditions:",[127,457,458,461,464,467,470,473,476,479,482,485,488],{},[130,459,460],{},"Added in the last N days",[130,462,463],{},"Visited in the last N days",[130,465,466],{},"No visit in the last N days",[130,468,469],{},"Has tag",[130,471,472],{},"Visited location",[130,474,475],{},"Birthday month",[130,477,478],{},"At least N sales in a window",[130,480,481],{},"First visit upcoming",[130,483,484],{},"Has no-showed before",[130,486,487],{},"Has an active membership",[130,489,490],{},"Recently engaged a campaign",[11,492,493,494,497,498,501],{},"Then choose whether clients must match ",[29,495,496],{},"all"," conditions or ",[29,499,500],{},"any"," of them.",[11,503,504,505,508],{},"A useful audience can be saved as a named ",[29,506,507],{},"segment"," and loaded into future campaigns.",[166,510,512],{"id":511},"check-the-reach","Check the reach",[11,514,515,516,519],{},"The audience panel shows how many ",[29,517,518],{},"reachable"," clients match, split by email (free) and text (costs credits). You can preview a sample of who's included.",[521,522,523],"note",{},[11,524,525,526,529],{},"The reach figure is who will ",[29,527,528],{},"actually receive"," it. Consent and deliverability are already filtered in — clients who never opted in, have no valid address, or have unsubscribed are not in that number.",[166,531,533],{"id":532},"pick-a-channel","Pick a channel",[11,535,536],{},"Email, SMS, both, WhatsApp, or push. SMS and WhatsApp share the same opt-in and the same messaging balance.",[166,538,540],{"id":539},"write-it","Write it",[11,542,543],{},"Start from a template or write from scratch. You can also A\u002FB test the subject line: half the audience gets subject A, half gets subject B, and the winner sends to everyone else automatically after the test window.",[166,545,547],{"id":546},"attach-an-offer","Attach an offer",[11,549,550],{},"Optionally link a deal so it auto-applies when these clients book. Pick an existing active deal or create a new one.",[166,552,554],{"id":553},"choose-when-to-send","Choose when to send",[11,556,557,559,560,562],{},[29,558,412],{},", or ",[29,561,415],{}," for a date and time.",[11,564,565,566,568,569,572],{},"Or make it ",[29,567,379],{},": it checks your clients daily and reaches each one the moment they qualify. Set a ",[29,570,571],{},"re-entry cooldown"," — 30, 60, 90, 180 days or a year — so the same person isn't re-enrolled endlessly.",[166,574,576],{"id":575},"add-follow-ups","Add follow-ups",[11,578,579],{},"Automatically re-send to recipients who didn't engage: those who haven't opened, haven't clicked, or haven't booked, after 1 to 7 days.",[581,582,583],"tip",{},[11,584,585],{},"Anyone who books is excluded from follow-ups automatically. You will never chase someone for not responding to an offer they already took.",[166,587,589],{"id":588},"review-and-send","Review and send",[21,591,593],{"id":592},"statuses","Statuses",[34,595,596,606],{},[37,597,598],{},[40,599,600,603],{},[43,601,602],{},"Status",[43,604,605],{},"Meaning",[53,607,608,618,627,637,647],{},[40,609,610,615],{},[58,611,612],{},[29,613,614],{},"Draft",[58,616,617],{},"Being built",[40,619,620,624],{},[58,621,622],{},[29,623,415],{},[58,625,626],{},"Waiting for its send time",[40,628,629,634],{},[58,630,631],{},[29,632,633],{},"Sending",[58,635,636],{},"In flight",[40,638,639,644],{},[58,640,641],{},[29,642,643],{},"Sent",[58,645,646],{},"Delivered",[40,648,649,654],{},[58,650,651],{},[29,652,653],{},"Cancelled",[58,655,656],{},"Stopped before sending",[11,658,659,660,662,663,559,666,669,670,673],{},"Always-on campaigns are ",[29,661,614],{},", ",[29,664,665],{},"Active",[29,667,668],{},"Paused",", and show how many clients are enrolled and when they were last checked. ",[29,671,672],{},"Check now"," runs an evaluation immediately.",[21,675,677],{"id":676},"consent-and-the-law","Consent and the law",[679,680,681,687],"caution",{},[11,682,683,684,686],{},"Marketing consent is separate from appointment notifications, and it is never granted implicitly. A client who agreed to appointment reminders has ",[29,685,104],{}," agreed to marketing.",[11,688,689],{},"Marketing email and SMS are regulated — CAN-SPAM, CASL, GDPR, TCPA and their local equivalents all have things to say about consent, sender identity, and how easy it must be to unsubscribe. Requirements differ by jurisdiction and by channel, and they change. Confirm what applies to your business before you run marketing.",[11,691,692],{},"What Owneli does for you:",[127,694,695,698,701,704],{},[130,696,697],{},"Filters non-consenting and unsubscribed clients out of every audience, before the count you see",[130,699,700],{},"Honours per-client opt-outs for email, SMS and birthday messages independently",[130,702,703],{},"Defers marketing sends outside your quiet-hours window (default 9:00–20:00 in your business's timezone)",[130,705,706],{},"Records who was sent what, and when",[11,708,709],{},"What remains yours: obtaining consent lawfully in the first place, your sender identity and physical address where required, and honouring an opt-out that arrives outside the app.",[21,711,713],{"id":712},"sms-costs","SMS costs",[11,715,716,717,160],{},"Text is charged per segment against your messaging balance. The audience panel shows the credit cost before you send, and a longer message that uses unicode characters costs more segments per message. Check ",[29,718,719],{},"Settings → Billing → Messaging wallet",[21,721,723],{"id":722},"when-an-audience-empties","When an audience empties",[11,725,726],{},"If a campaign reports no matching clients, it usually means they have no valid email or phone, or have unsubscribed. Edit the audience and check the reach figure again.",[21,728,730],{"id":729},"campaigns-versus-automations","Campaigns versus automations",[11,732,733,734,737,738,742,743,746],{},"A campaign is ",[29,735,736],{},"broadcast"," — you pick an audience and a time. An ",[15,739,741],{"href":740},"\u002Fhelp\u002Fgrowth\u002Fautomations","automation"," is ",[29,744,745],{},"triggered"," — it fires when something happens to one client.",[21,748,750],{"id":749},"reporting","Reporting",[127,752,753,759,765],{},[130,754,755,758],{},[29,756,757],{},"Growth → Reports → Attribution"," — revenue traced back to campaigns",[130,760,761,764],{},[29,762,763],{},"Growth → Reports → Channel rollup"," — how each channel performs",[130,766,767],{},"Each campaign carries its own sent, opened, clicked and revenue figures",{"title":200,"searchDepth":201,"depth":201,"links":769},[770,771,782,783,784,785,786,787],{"id":383,"depth":201,"text":384},{"id":422,"depth":201,"text":423,"children":772},[773,774,775,776,777,778,779,780,781],{"id":429,"depth":211,"text":430},{"id":443,"depth":211,"text":444},{"id":511,"depth":211,"text":512},{"id":532,"depth":211,"text":533},{"id":539,"depth":211,"text":540},{"id":546,"depth":211,"text":547},{"id":553,"depth":211,"text":554},{"id":575,"depth":211,"text":576},{"id":588,"depth":211,"text":589},{"id":592,"depth":201,"text":593},{"id":676,"depth":201,"text":677},{"id":712,"depth":201,"text":713},{"id":722,"depth":201,"text":723},{"id":729,"depth":201,"text":730},{"id":749,"depth":201,"text":750},"Build an audience, choose a channel, schedule the send, add follow-ups — and stay on the right side of consent rules.","i-lucide-megaphone",[],{},40,[740,231,794],"\u002Fhelp\u002Fgrowth\u002Ffind-and-read-a-report",{"title":18,"description":788},"help\u002Fgrowth\u002Fcampaigns","2026-09-22","Mpbo5infG1BV5pMRW6jd1m8-Q0LcyO9W0KZiQgrplVY",{"id":800,"title":801,"audience":6,"body":802,"category":214,"description":1128,"draft":216,"extension":217,"icon":1129,"keywords":1130,"meta":1131,"navigation":227,"order":331,"path":231,"related":1132,"seo":1134,"stem":1135,"updatedAt":1136,"__hash__":1137},"help\u002Fhelp\u002Fclients\u002Fadd-and-find-clients.md","Add, find, and merge clients",{"type":8,"value":803,"toc":1118},[804,808,815,818,824,830,836,841,846,849,853,859,871,876,879,883,896,899,903,906,923,926,931,934,940,944,947,954,959,963,974,978,981,1115],[21,805,807],{"id":806},"add-a-client","Add a client",[11,809,810,811,814],{},"The add-client overlay opens from anywhere — ",[29,812,813],{},"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.",[11,816,817],{},"Only a name is really needed to get started; everything else can be filled in later.",[11,819,820,823],{},[29,821,822],{},"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.",[11,825,826,829],{},[29,827,828],{},"Address"," — street, apartment or unit, city, region, postcode, country.",[11,831,832,835],{},[29,833,834],{},"Additional contact"," — a second email and phone for clients who use one address for booking and another for billing.",[11,837,838,840],{},[29,839,31],{}," — appointment emails, appointment SMS, and birthday messages, each toggled independently. SMS options only become available once a phone number is on the record.",[107,842,843],{},[11,844,845],{},"Marketing consent is separate from appointment notifications, and it is never granted silently. Turning on appointment SMS is not permission to send campaigns.",[11,847,848],{},"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.",[21,850,852],{"id":851},"find-a-client","Find a client",[11,854,855,858],{},[29,856,857],{},"Clients"," is the directory. Search matches name, email and phone. The list shows last visit, lifetime value, and tags at a glance.",[11,860,861,862,866,867,870],{},"Faster still: ",[863,864,865],"code",{},"⌘K"," \u002F ",[863,868,869],{},"Ctrl+K"," searches clients from any page in the app.",[521,872,873],{},[11,874,875],{},"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.",[11,877,878],{},"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.",[21,880,882],{"id":881},"tags","Tags",[11,884,885,886,662,889,662,892,895],{},"Tags are how you segment: ",[863,887,888],{},"VIP",[863,890,891],{},"patch-test-due",[863,893,894],{},"referred-by-staff",", whatever your business needs.",[11,897,898],{},"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.",[21,900,902],{"id":901},"bulk-actions","Bulk actions",[11,904,905],{},"Select clients with the checkboxes and act on all of them at once:",[127,907,908,911,914,917,920],{},[130,909,910],{},"Send a form",[130,912,913],{},"Add to a campaign",[130,915,916],{},"Add or remove a tag",[130,918,919],{},"Export",[130,921,922],{},"Delete",[11,924,925],{},"Your selection survives changing the search and filters, so you can search, select, search again, select more, then act.",[679,927,928],{},[11,929,930],{},"Deleting a client can't be undone. Almost always, merging or archiving is what you actually want.",[21,932,919],{"id":933},"export",[11,935,936,939],{},[29,937,938],{},"Export clients"," downloads the directory as a CSV, honouring your current filters.",[21,941,943],{"id":942},"merge-duplicates","Merge duplicates",[11,945,946],{},"Two records for the same person — one from an import, one created at the desk — split their history in half. Merging fixes it.",[11,948,949,950,953],{},"Open the client you want to keep, then ",[29,951,952],{},"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.",[107,955,956],{},[11,957,958],{},"Merging is not reversible from the interface. Confirm you have the right two records — check email, phone, and last visit — before you commit.",[21,960,962],{"id":961},"bringing-a-list-in-from-elsewhere","Bringing a list in from elsewhere",[11,964,965,966,969,970,160],{},"Don't type them. ",[29,967,968],{},"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 ",[15,971,973],{"href":972},"\u002Fhelp\u002Fsettings\u002Fimport-your-data","Import your data",[21,975,977],{"id":976},"whats-on-a-clients-profile","What's on a client's profile",[11,979,980],{},"Clicking a client opens their panel — a slide-in with everything about them, tabbed:",[34,982,983,993],{},[37,984,985],{},[40,986,987,990],{},[43,988,989],{},"Tab",[43,991,992],{},"What's there",[53,994,995,1005,1015,1025,1035,1045,1055,1065,1075,1085,1095,1105],{},[40,996,997,1002],{},[58,998,999],{},[29,1000,1001],{},"Overview",[58,1003,1004],{},"The snapshot: next visit, recent activity, key figures",[40,1006,1007,1012],{},[58,1008,1009],{},[29,1010,1011],{},"Activity",[58,1013,1014],{},"A chronological trail of everything that has happened",[40,1016,1017,1022],{},[58,1018,1019],{},[29,1020,1021],{},"Messages",[58,1023,1024],{},"The two-way message thread with this client — the same thread as the inbox",[40,1026,1027,1032],{},[58,1028,1029],{},[29,1030,1031],{},"Appointments",[58,1033,1034],{},"Past and upcoming visits",[40,1036,1037,1042],{},[58,1038,1039],{},[29,1040,1041],{},"Sales",[58,1043,1044],{},"Every transaction, with a link into the full sale",[40,1046,1047,1052],{},[58,1048,1049],{},[29,1050,1051],{},"Client details",[58,1053,1054],{},"The editable record — contact, address, preferences",[40,1056,1057,1062],{},[58,1058,1059],{},[29,1060,1061],{},"Items",[58,1063,1064],{},"Memberships, packages and gift cards they hold",[40,1066,1067,1072],{},[58,1068,1069],{},[29,1070,1071],{},"Documents",[58,1073,1074],{},"Completed forms and consents",[40,1076,1077,1082],{},[58,1078,1079],{},[29,1080,1081],{},"Photos",[58,1083,1084],{},"Before-and-after clinical photos, on its own permission",[40,1086,1087,1092],{},[58,1088,1089],{},[29,1090,1091],{},"Wallet",[58,1093,1094],{},"Store credit and saved cards",[40,1096,1097,1102],{},[58,1098,1099],{},[29,1100,1101],{},"Loyalty",[58,1103,1104],{},"Points balance, tier, and reward history",[40,1106,1107,1112],{},[58,1108,1109],{},[29,1110,1111],{},"Reviews",[58,1113,1114],{},"Reviews they've left",[11,1116,1117],{},"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":200,"searchDepth":201,"depth":201,"links":1119},[1120,1121,1122,1123,1124,1125,1126,1127],{"id":806,"depth":201,"text":807},{"id":851,"depth":201,"text":852},{"id":881,"depth":201,"text":882},{"id":901,"depth":201,"text":902},{"id":933,"depth":201,"text":919},{"id":942,"depth":201,"text":943},{"id":961,"depth":201,"text":962},{"id":976,"depth":201,"text":977},"Create a client record, search the directory, work with tags, and combine duplicates without losing history.","i-lucide-user-plus",[],{},[1133,972],"\u002Fhelp\u002Fclients\u002Fsend-forms-and-consents",{"title":801,"description":1128},"help\u002Fclients\u002Fadd-and-find-clients","2026-09-01","c75AVP3AqyKtVwVZvb0qJGuwyGbxTBXM1KOqrXUbPUQ",1790218958406]