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.
What's on a client's profile?
The header
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 Blocked and flagged clients.
The tabs
| Tab | What's there |
|---|---|
| Overview | The snapshot: next visit, recent activity, key figures, consent on file |
| Activity | A chronological trail of everything that has happened |
| Messages | The two-way message thread with this client — the same thread as the inbox |
| Appointments | Past and upcoming visits |
| Sales | Every transaction, with a link into the full sale |
| Client details | The editable record — contact, address, preferences |
| Items | Memberships, packages and gift cards they hold |
| Documents | Completed forms and consents |
| Photos | Before-and-after clinical photos, on its own permission |
| Wallet | Store credit and saved cards |
| Loyalty | Points balance, tier, and reward history |
| Reviews | Reviews they've left |
Consent on file
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 Documents. Viewing consent status is treated as a clinical read and is written to the audit trail.
When something is hidden, not empty
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, never as "none recorded". A profile that looks sparse to you may be full for a colleague. See Why is a field hidden from me?.
Deep links
/clients/<id> 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.
Common questions
Where do I see what a client signed?
Documents lists completed forms and consents; open one to see the answers and signature — see Review a submitted form. The Overview also shows whether any consent is on file and its date.
Why does a client's profile look emptier to me than to my manager?
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.
How do I edit the client's details?
Open the Details tab, or use the edit action in the header — it opens the same overlay used to add a client.