[{"data":1,"prerenderedAt":975},["ShallowReactive",2],{"help:\u002Fhelp\u002Fclients\u002Fsend-forms-and-consents":3,"help-all-categories":318,"help-cat-articles:\u002Fhelp\u002Fclients\u002Fsend-forms-and-consents":437,"help-related:\u002Fhelp\u002Fclients\u002Fsend-forms-and-consents":438},{"id":4,"title":5,"audience":6,"body":7,"category":301,"description":302,"draft":303,"extension":304,"icon":305,"keywords":306,"meta":307,"navigation":308,"order":309,"path":310,"related":311,"seo":314,"stem":315,"updatedAt":316,"__hash__":317},"help\u002Fhelp\u002Fclients\u002Fsend-forms-and-consents.md","Send forms and consents","clinic",{"type":8,"value":9,"toc":283},"minimark",[10,14,19,25,28,31,53,56,62,66,76,111,114,118,124,214,217,220,224,231,241,245,251,255,262,273,277],[11,12,13],"p",{},"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.",[15,16,18],"h2",{"id":17},"build-a-form","Build a form",[11,20,21],{},[22,23,24],"strong",{},"Clients → Forms → New form",[11,26,27],{},"Add fields, group them into sections, and mark the ones that are required. Start from a blank form or one of the starter templates.",[11,29,30],{},"Per-form settings worth knowing:",[32,33,34,41,47],"ul",{},[35,36,37,40],"li",{},[22,38,39],{},"Category"," — how the form is grouped in the list and in a client's documents",[35,42,43,46],{},[22,44,45],{},"Signature"," — whether a signature is captured at the end",[35,48,49,52],{},[22,50,51],{},"Expiry"," — a default number of days a sent link stays live",[11,54,55],{},"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.",[57,58,59],"tip",{},[11,60,61],{},"Archive a form you no longer send instead of deleting it. Deleting orphans the submissions that reference it.",[15,63,65],{"id":64},"send-a-form","Send a form",[11,67,68,71,72,75],{},[22,69,70],{},"Clients → Submissions → Send",", or from a client's profile, or from the ",[22,73,74],{},"Send"," button in the top bar.",[77,78,79,84,87,91,94,98,101,105,108],"steps",{},[80,81,83],"h3",{"id":82},"pick-the-form","Pick the form",[11,85,86],{},"The active templates you're allowed to send.",[80,88,90],{"id":89},"pick-who-gets-it","Pick who gets it",[11,92,93],{},"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.",[80,95,97],{"id":96},"set-the-expiry","Set the expiry",[11,99,100],{},"Default seven days, adjustable. The screen tells you the exact date the link will stop working.",[80,102,104],{"id":103},"choose-the-email","Choose the email",[11,106,107],{},"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.",[80,109,74],{"id":110},"send",[11,112,113],{},"Each recipient gets their own private link. Nobody can see anybody else's answers, and the link carries no login.",[15,115,117],{"id":116},"track-a-submission","Track a submission",[11,119,120,123],{},[22,121,122],{},"Clients → Submissions"," lists everything sent. Each one moves through these states:",[125,126,127,140],"table",{},[128,129,130],"thead",{},[131,132,133,137],"tr",{},[134,135,136],"th",{},"Status",[134,138,139],{},"Meaning",[141,142,143,154,164,174,184,194,204],"tbody",{},[131,144,145,151],{},[146,147,148],"td",{},[22,149,150],{},"Draft",[146,152,153],{},"Created but not sent",[131,155,156,161],{},[146,157,158],{},[22,159,160],{},"Sent",[146,162,163],{},"Delivered, not yet opened",[131,165,166,171],{},[146,167,168],{},[22,169,170],{},"Viewed",[146,172,173],{},"The client opened the link",[131,175,176,181],{},[146,177,178],{},[22,179,180],{},"In progress",[146,182,183],{},"They started answering",[131,185,186,191],{},[146,187,188],{},[22,189,190],{},"Completed",[146,192,193],{},"Submitted, and signed if the form asked for a signature",[131,195,196,201],{},[146,197,198],{},[22,199,200],{},"Expired",[146,202,203],{},"The link passed its expiry unanswered",[131,205,206,211],{},[146,207,208],{},[22,209,210],{},"Archived",[146,212,213],{},"Filed away",[11,215,216],{},"The list flags forms that were sent more than 72 hours ago and never opened, so a stalled intake gets chased instead of forgotten.",[11,218,219],{},"You can resend, extend, or cancel outstanding forms in bulk from the list.",[15,221,223],{"id":222},"attach-forms-to-a-service","Attach forms to a service",[11,225,226,227,230],{},"A service can require a form. Set it on the service under its ",[22,228,229],{},"Forms"," tab, and the form is offered — or required — as part of that booking.",[232,233,234],"warning",{},[11,235,236,237,240],{},"If a service requires a signed clinical form and it isn't signed, ",[22,238,239],{},"checkout is blocked"," for that sale. The message names the form. Send and complete it, then settle.",[15,242,244],{"id":243},"filling-a-form-in-the-clinic","Filling a form in the clinic",[11,246,247,250],{},[22,248,249],{},"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.",[15,252,254],{"id":253},"reading-the-answers","Reading the answers",[11,256,257,258,261],{},"Completed submissions appear on the client's ",[22,259,260],{},"Documents"," tab and in the submission list. Open one to read the answers, see the signature, and download a PDF.",[232,263,264],{},[11,265,266,267,272],{},"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 ",[268,269,271],"a",{"href":270},"\u002Fhelp\u002Fsettings\u002Froles-and-permissions","Roles and permissions",".",[15,274,276],{"id":275},"reporting","Reporting",[11,278,279,282],{},[22,280,281],{},"Growth → Reports → Forms funnel"," shows how many forms you send, how many are opened, and how many come back completed.",{"title":284,"searchDepth":285,"depth":285,"links":286},"",2,[287,288,296,297,298,299,300],{"id":17,"depth":285,"text":18},{"id":64,"depth":285,"text":65,"children":289},[290,292,293,294,295],{"id":82,"depth":291,"text":83},3,{"id":89,"depth":291,"text":90},{"id":96,"depth":291,"text":97},{"id":103,"depth":291,"text":104},{"id":110,"depth":291,"text":74},{"id":116,"depth":285,"text":117},{"id":222,"depth":285,"text":223},{"id":243,"depth":285,"text":244},{"id":253,"depth":285,"text":254},{"id":275,"depth":285,"text":276},"clients","Build a form once, send it to one client or many, and track it from sent to signed.",false,"md","i-lucide-clipboard-list",[],{},true,20,"\u002Fhelp\u002Fclients\u002Fsend-forms-and-consents",[312,313],"\u002Fhelp\u002Fclients\u002Fadd-and-find-clients","\u002Fhelp\u002Fsettings\u002Fservices-and-pricing",{"title":5,"description":302},"help\u002Fclients\u002Fsend-forms-and-consents","2026-07-26","kCCJiIwJL-96ku8HcLpziqgSEyQj2_pub0mDXJiA1f4",[319,330,339,348,357,367,377,387,397,407,417,427],{"id":320,"title":321,"audience":6,"description":322,"extension":323,"icon":324,"meta":325,"order":326,"slug":327,"stem":328,"__hash__":329},"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":331,"title":332,"audience":6,"description":333,"extension":323,"icon":334,"meta":335,"order":285,"slug":336,"stem":337,"__hash__":338},"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":340,"title":341,"audience":6,"description":342,"extension":323,"icon":343,"meta":344,"order":291,"slug":345,"stem":346,"__hash__":347},"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":349,"title":350,"audience":6,"description":351,"extension":323,"icon":352,"meta":353,"order":354,"slug":301,"stem":355,"__hash__":356},"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":358,"title":359,"audience":6,"description":360,"extension":323,"icon":361,"meta":362,"order":363,"slug":364,"stem":365,"__hash__":366},"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":368,"title":369,"audience":6,"description":370,"extension":323,"icon":371,"meta":372,"order":373,"slug":374,"stem":375,"__hash__":376},"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":378,"title":379,"audience":6,"description":380,"extension":323,"icon":381,"meta":382,"order":383,"slug":384,"stem":385,"__hash__":386},"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":388,"title":389,"audience":6,"description":390,"extension":323,"icon":391,"meta":392,"order":393,"slug":394,"stem":395,"__hash__":396},"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":398,"title":399,"audience":6,"description":400,"extension":323,"icon":401,"meta":402,"order":403,"slug":404,"stem":405,"__hash__":406},"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":408,"title":409,"audience":6,"description":410,"extension":323,"icon":411,"meta":412,"order":413,"slug":414,"stem":415,"__hash__":416},"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":418,"title":419,"audience":420,"description":421,"extension":323,"icon":422,"meta":423,"order":309,"slug":424,"stem":425,"__hash__":426},"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",{},"book-online","help\u002Fcategories\u002Fbook-online","dUBIoELt-ci1vqbw_VX1VA6PGJV8V-9x4ZmpAk1aXXE",{"id":428,"title":429,"audience":420,"description":430,"extension":323,"icon":431,"meta":432,"order":433,"slug":434,"stem":435,"__hash__":436},"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",[],[439,779],{"id":440,"title":441,"audience":6,"body":442,"category":301,"description":770,"draft":303,"extension":304,"icon":771,"keywords":772,"meta":773,"navigation":308,"order":413,"path":312,"related":774,"seo":775,"stem":776,"updatedAt":777,"__hash__":778},"help\u002Fhelp\u002Fclients\u002Fadd-and-find-clients.md","Add, find, and merge clients",{"type":8,"value":443,"toc":760},[444,448,455,458,464,470,476,482,487,490,494,500,512,518,521,525,539,542,546,549,565,568,574,577,583,587,590,597,602,606,617,621,624,757],[15,445,447],{"id":446},"add-a-client","Add a client",[11,449,450,451,454],{},"The add-client overlay opens from anywhere — ",[22,452,453],{},"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.",[11,456,457],{},"Only a name is really needed to get started; everything else can be filled in later.",[11,459,460,463],{},[22,461,462],{},"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.",[11,465,466,469],{},[22,467,468],{},"Address"," — street, apartment or unit, city, region, postcode, country.",[11,471,472,475],{},[22,473,474],{},"Additional contact"," — a second email and phone for clients who use one address for booking and another for billing.",[11,477,478,481],{},[22,479,480],{},"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.",[232,483,484],{},[11,485,486],{},"Marketing consent is separate from appointment notifications, and it is never granted silently. Turning on appointment SMS is not permission to send campaigns.",[11,488,489],{},"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.",[15,491,493],{"id":492},"find-a-client","Find a client",[11,495,496,499],{},[22,497,498],{},"Clients"," is the directory. Search matches name, email and phone. The list shows last visit, lifetime value, and tags at a glance.",[11,501,502,503,507,508,511],{},"Faster still: ",[504,505,506],"code",{},"⌘K"," \u002F ",[504,509,510],{},"Ctrl+K"," searches clients from any page in the app.",[513,514,515],"note",{},[11,516,517],{},"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.",[11,519,520],{},"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.",[15,522,524],{"id":523},"tags","Tags",[11,526,527,528,531,532,531,535,538],{},"Tags are how you segment: ",[504,529,530],{},"VIP",", ",[504,533,534],{},"patch-test-due",[504,536,537],{},"referred-by-staff",", whatever your business needs.",[11,540,541],{},"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.",[15,543,545],{"id":544},"bulk-actions","Bulk actions",[11,547,548],{},"Select clients with the checkboxes and act on all of them at once:",[32,550,551,553,556,559,562],{},[35,552,65],{},[35,554,555],{},"Add to a campaign",[35,557,558],{},"Add or remove a tag",[35,560,561],{},"Export",[35,563,564],{},"Delete",[11,566,567],{},"Your selection survives changing the search and filters, so you can search, select, search again, select more, then act.",[569,570,571],"caution",{},[11,572,573],{},"Deleting a client can't be undone. Almost always, merging or archiving is what you actually want.",[15,575,561],{"id":576},"export",[11,578,579,582],{},[22,580,581],{},"Export clients"," downloads the directory as a CSV, honouring your current filters.",[15,584,586],{"id":585},"merge-duplicates","Merge duplicates",[11,588,589],{},"Two records for the same person — one from an import, one created at the desk — split their history in half. Merging fixes it.",[11,591,592,593,596],{},"Open the client you want to keep, then ",[22,594,595],{},"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.",[232,598,599],{},[11,600,601],{},"Merging is not reversible from the interface. Confirm you have the right two records — check email, phone, and last visit — before you commit.",[15,603,605],{"id":604},"bringing-a-list-in-from-elsewhere","Bringing a list in from elsewhere",[11,607,608,609,612,613,272],{},"Don't type them. ",[22,610,611],{},"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 ",[268,614,616],{"href":615},"\u002Fhelp\u002Fsettings\u002Fimport-your-data","Import your data",[15,618,620],{"id":619},"whats-on-a-clients-profile","What's on a client's profile",[11,622,623],{},"Clicking a client opens their panel — a slide-in with everything about them, tabbed:",[125,625,626,636],{},[128,627,628],{},[131,629,630,633],{},[134,631,632],{},"Tab",[134,634,635],{},"What's there",[141,637,638,648,658,668,678,688,698,708,717,727,737,747],{},[131,639,640,645],{},[146,641,642],{},[22,643,644],{},"Overview",[146,646,647],{},"The snapshot: next visit, recent activity, key figures",[131,649,650,655],{},[146,651,652],{},[22,653,654],{},"Activity",[146,656,657],{},"A chronological trail of everything that has happened",[131,659,660,665],{},[146,661,662],{},[22,663,664],{},"Messages",[146,666,667],{},"The two-way message thread with this client — the same thread as the inbox",[131,669,670,675],{},[146,671,672],{},[22,673,674],{},"Appointments",[146,676,677],{},"Past and upcoming visits",[131,679,680,685],{},[146,681,682],{},[22,683,684],{},"Sales",[146,686,687],{},"Every transaction, with a link into the full sale",[131,689,690,695],{},[146,691,692],{},[22,693,694],{},"Client details",[146,696,697],{},"The editable record — contact, address, preferences",[131,699,700,705],{},[146,701,702],{},[22,703,704],{},"Items",[146,706,707],{},"Memberships, packages and gift cards they hold",[131,709,710,714],{},[146,711,712],{},[22,713,260],{},[146,715,716],{},"Completed forms and consents",[131,718,719,724],{},[146,720,721],{},[22,722,723],{},"Photos",[146,725,726],{},"Before-and-after clinical photos, on its own permission",[131,728,729,734],{},[146,730,731],{},[22,732,733],{},"Wallet",[146,735,736],{},"Store credit and saved cards",[131,738,739,744],{},[146,740,741],{},[22,742,743],{},"Loyalty",[146,745,746],{},"Points balance, tier, and reward history",[131,748,749,754],{},[146,750,751],{},[22,752,753],{},"Reviews",[146,755,756],{},"Reviews they've left",[11,758,759],{},"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":284,"searchDepth":285,"depth":285,"links":761},[762,763,764,765,766,767,768,769],{"id":446,"depth":285,"text":447},{"id":492,"depth":285,"text":493},{"id":523,"depth":285,"text":524},{"id":544,"depth":285,"text":545},{"id":576,"depth":285,"text":561},{"id":585,"depth":285,"text":586},{"id":604,"depth":285,"text":605},{"id":619,"depth":285,"text":620},"Create a client record, search the directory, work with tags, and combine duplicates without losing history.","i-lucide-user-plus",[],{},[310,615],{"title":441,"description":770},"help\u002Fclients\u002Fadd-and-find-clients","2026-09-01","c75AVP3AqyKtVwVZvb0qJGuwyGbxTBXM1KOqrXUbPUQ",{"id":780,"title":781,"audience":6,"body":782,"category":404,"description":965,"draft":303,"extension":304,"icon":966,"keywords":967,"meta":968,"navigation":308,"order":413,"path":313,"related":969,"seo":972,"stem":973,"updatedAt":316,"__hash__":974},"help\u002Fhelp\u002Fsettings\u002Fservices-and-pricing.md","Services and pricing",{"type":8,"value":783,"toc":948},[784,787,792,796,803,806,810,813,817,820,823,826,833,837,840,844,847,850,855,864,867,874,878,881,885,888,892,899,902,906,912,915,919,927,932,934],[11,785,786],{},"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.",[11,788,789],{},[22,790,791],{},"Operations → Services",[15,793,795],{"id":794},"organise-with-categories","Organise with categories",[11,797,798,799,802],{},"Group services into categories so the booking experience reads cleanly rather than as one long alphabetical list. Use ",[22,800,801],{},"Manage order"," to drag categories into the order you want, and services within each category.",[11,804,805],{},"The order you set here is the order clients see when booking.",[15,807,809],{"id":808},"configure-a-service","Configure a service",[11,811,812],{},"Open a service and you get six tabs.",[80,814,816],{"id":815},"basic","Basic",[11,818,819],{},"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.",[80,821,822],{"id":384},"Team",[11,824,825],{},"Choose who can be booked for this service. Leave it empty and everyone on the team is bookable for it.",[11,827,828,829,832],{},"Selected members can also carry their ",[22,830,831],{},"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.",[80,834,836],{"id":835},"resources","Resources",[11,838,839],{},"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.",[80,841,843],{"id":842},"booking","Booking",[11,845,846],{},"Whether the service is bookable online, and the rules that apply when it is.",[80,848,229],{"id":849},"forms",[11,851,852,853,272],{},"Attach a form or consent to the service. It's offered — or required — as part of that booking. See ",[268,854,5],{"href":310},[232,856,857],{},[11,858,859,860,863],{},"A service that requires a signed clinical form will ",[22,861,862],{},"block checkout"," until the form is signed. That's a deliberate safety gate, not a bug.",[80,865,866],{"id":404},"Settings",[11,868,869,870,272],{},"Anything else that's specific to this service, including its own payment policy override. See ",[268,871,873],{"href":872},"\u002Fhelp\u002Fcheckout\u002Fdeposits-and-cancellation-fees","Deposits, cancellation and no-show fees",[15,875,877],{"id":876},"filtering-the-catalog","Filtering the catalog",[11,879,880],{},"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.",[15,882,884],{"id":883},"bundles","Bundles",[11,886,887],{},"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.",[15,889,891],{"id":890},"per-location-menus","Per-location menus",[11,893,894,895,898],{},"With more than one location, ",[22,896,897],{},"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.",[11,900,901],{},"With a single location the matrix is hidden — every service simply uses its base price.",[15,903,905],{"id":904},"smart-pricing","Smart pricing",[11,907,908,911],{},[22,909,910],{},"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.",[11,913,914],{},"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.",[15,916,918],{"id":917},"importing-a-catalog","Importing a catalog",[11,920,921,922,924,925,272],{},"If you're coming from another system, don't retype the list. ",[22,923,611],{}," brings services in with durations and prices mapped column by column. See ",[268,926,616],{"href":615},[232,928,929],{},[11,930,931],{},"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.",[15,933,276],{"id":275},[32,935,936,942],{},[35,937,938,941],{},[22,939,940],{},"Growth → Reports → Services"," — revenue and volume by service",[35,943,944,947],{},[22,945,946],{},"Growth → Reports → Peak hours"," — when demand actually lands, which is what smart pricing rules should be built from",{"title":284,"searchDepth":285,"depth":285,"links":949},[950,951,959,960,961,962,963,964],{"id":794,"depth":285,"text":795},{"id":808,"depth":285,"text":809,"children":952},[953,954,955,956,957,958],{"id":815,"depth":291,"text":816},{"id":384,"depth":291,"text":822},{"id":835,"depth":291,"text":836},{"id":842,"depth":291,"text":843},{"id":849,"depth":291,"text":229},{"id":404,"depth":291,"text":866},{"id":876,"depth":285,"text":877},{"id":883,"depth":285,"text":884},{"id":890,"depth":285,"text":891},{"id":904,"depth":285,"text":905},{"id":917,"depth":285,"text":918},{"id":275,"depth":285,"text":276},"Build the catalog that drives booking and checkout — durations, prices, who can perform what, and per-location overrides.","i-lucide-list",[],{},[970,971,872],"\u002Fhelp\u002Fgetting-started\u002Fset-up-your-workspace","\u002Fhelp\u002Fcalendar\u002Fbook-an-appointment",{"title":781,"description":965},"help\u002Fsettings\u002Fservices-and-pricing","SRhXZdhmtcBvxxwQ8JXugj-lbJwg29J5t86wSzvQK7s",1790210902895]