[{"data":1,"prerenderedAt":49404},["ShallowReactive",2],{"help-all-categories:en":3,"help-articles:en":138},[4,17,27,37,47,57,67,77,87,97,107,117,128],{"id":5,"title":6,"audience":7,"description":8,"extension":9,"icon":10,"locale":11,"meta":12,"order":13,"slug":14,"stem":15,"__hash__":16},"helpCategories\u002Fhelp\u002Fcategories\u002Fgetting-started.yml","Getting started","clinic","Set up your workspace, learn the layout, and run your first day.","yml","i-lucide-compass","en",{},1,"getting-started","help\u002Fcategories\u002Fgetting-started","XWdLlczvAN2WkYFBnnFsRmqcxjJZ2gKwKvv6uq-Vz4E",{"id":18,"title":19,"audience":7,"description":20,"extension":9,"icon":21,"locale":11,"meta":22,"order":23,"slug":24,"stem":25,"__hash__":26},"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",{},2,"calendar","help\u002Fcategories\u002Fcalendar","z3KR3OktnhLsaie4PXcbGNMx2_qwpSKICgucJhJPImo",{"id":28,"title":29,"audience":7,"description":30,"extension":9,"icon":31,"locale":11,"meta":32,"order":33,"slug":34,"stem":35,"__hash__":36},"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","d3fGaGbg8UVNzV86Sm3UhMBmMVU5Uq7xuctHaJF8YEg",{"id":38,"title":39,"audience":7,"description":40,"extension":9,"icon":41,"locale":11,"meta":42,"order":43,"slug":44,"stem":45,"__hash__":46},"helpCategories\u002Fhelp\u002Fcategories\u002Fclients.yml","Clients & forms","Add and find clients, read a client profile, and send forms and consents.","i-lucide-users",{},4,"clients","help\u002Fcategories\u002Fclients","dyjAyAySpkmSCM4wiDyiDzqMd8ozhtKDP-iw7hL5GB8",{"id":48,"title":49,"audience":7,"description":50,"extension":9,"icon":51,"locale":11,"meta":52,"order":53,"slug":54,"stem":55,"__hash__":56},"helpCategories\u002Fhelp\u002Fcategories\u002Fretail.yml","Memberships, gift cards & stock","Memberships, packages and gift cards clients spend down over time, plus discounts, products and stock.","i-lucide-gift",{},5,"retail","help\u002Fcategories\u002Fretail","_LyI2n8iDSMGQx_VrxsZYiqFdvhoiBB-wdOVIQERjow",{"id":58,"title":59,"audience":7,"description":60,"extension":9,"icon":61,"locale":11,"meta":62,"order":63,"slug":64,"stem":65,"__hash__":66},"helpCategories\u002Fhelp\u002Fcategories\u002Foperations.yml","Operations","The internal side of the business, covering your written playbook, Planner boards, venue incidents, and the policies everyone signs.","i-lucide-briefcase",{},6,"operations","help\u002Fcategories\u002Foperations","luSTIvbrxAnMbbljwzuwD35YR2Xq6-n6HziARRXrq14",{"id":68,"title":69,"audience":7,"description":70,"extension":9,"icon":71,"locale":11,"meta":72,"order":73,"slug":74,"stem":75,"__hash__":76},"helpCategories\u002Fhelp\u002Fcategories\u002Fteam.yml","Team & scheduling","Invite your team, set working hours and shifts, and handle timesheets, time off, commission and payroll.","i-lucide-id-card",{},7,"team","help\u002Fcategories\u002Fteam","82p-BQ6CYYNNt1GO80K3LXk-zcP5_6Tz-OA8hzQWB0Q",{"id":78,"title":79,"audience":7,"description":80,"extension":9,"icon":81,"locale":11,"meta":82,"order":83,"slug":84,"stem":85,"__hash__":86},"helpCategories\u002Fhelp\u002Fcategories\u002Fgrowth.yml","Reports & growth","Read and export your reports, and grow with campaigns, automations, reviews, loyalty and Oryx.","i-lucide-trending-up",{},8,"growth","help\u002Fcategories\u002Fgrowth","8zQ8GEUGer6qaVxqH4V6H7Qa1R1CPcZ1gkGsL74JZSQ",{"id":88,"title":89,"audience":7,"description":90,"extension":9,"icon":91,"locale":11,"meta":92,"order":93,"slug":94,"stem":95,"__hash__":96},"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","Rh-1T4iTtJkcK-o-n1olOGqTuFb3u3HsJ3w9anPS5Ak",{"id":98,"title":99,"audience":7,"description":100,"extension":9,"icon":101,"locale":11,"meta":102,"order":103,"slug":104,"stem":105,"__hash__":106},"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","8rq4IYJIBjfrS6vI3NVuFEa6_2DFJY9hHbhft5lmpYA",{"id":108,"title":109,"audience":7,"description":110,"extension":9,"icon":111,"locale":11,"meta":112,"order":113,"slug":114,"stem":115,"__hash__":116},"helpCategories\u002Fhelp\u002Fcategories\u002Fclasses.yml","Classes","Set up class types and a weekly timetable, run the roster and check-in, and change or cancel a class.","i-lucide-users-round",{},11,"classes","help\u002Fcategories\u002Fclasses","FSCZW6YrpwxAdhnLI0Ifyxs7zSnOE5ugnsH8kDrDi-s",{"id":118,"title":119,"audience":120,"description":121,"extension":9,"icon":122,"locale":11,"meta":123,"order":124,"slug":125,"stem":126,"__hash__":127},"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","GGAAKN9iClyv52FA3Er7Af4YQtGbIzTRT303vOeiSB4",{"id":129,"title":130,"audience":120,"description":131,"extension":9,"icon":132,"locale":11,"meta":133,"order":134,"slug":135,"stem":136,"__hash__":137},"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","uo0Lw9Pu1VwWJX1_sOT4LXIaNXQ4An31M7StYYHtcBw",[139,406,699,1387,1897,2314,2937,3274,3586,3957,4539,5029,5459,6050,6284,6482,6691,7084,7303,7743,8194,8486,8871,9088,9300,9509,9717,10136,10415,10812,11208,11552,11816,12065,12464,12799,13105,13437,13692,14272,14674,14919,15344,15797,16196,16554,16970,17230,17327,17951,18494,18833,19051,19301,19504,19810,21029,21393,21562,21692,22114,22554,22929,23123,23546,23697,23975,24251,24699,25057,25368,25550,25750,26036,26306,26519,26662,26767,27078,27311,27533,27773,28025,28264,28475,28878,29856,30141,30339,30557,30771,31136,31320,31460,31654,31952,32200,32394,32680,32903,33238,33510,33813,33988,34269,34474,34732,34909,35096,35330,35458,35726,36033,36254,36450,36633,37030,37293,37705,37914,38099,38312,38537,38891,39093,39349,39594,39832,40068,40376,40615,40726,40957,41158,41367,41776,42007,42178,42468,42683,42875,43027,43583,44038,44400,44748,44886,45248,45483,45671,45872,46013,46305,46535,46642,46907,47258,47430,47804,48111,48503,48647,48839,49031,49257],{"id":140,"title":141,"audience":7,"body":142,"category":104,"description":385,"draft":386,"extension":387,"icon":388,"keywords":389,"locale":11,"meta":397,"navigation":398,"order":103,"path":399,"related":400,"seo":401,"sourceHash":402,"stem":403,"translationReviewed":386,"updatedAt":404,"__hash__":405},"help\u002Fhelp\u002Faccount\u002Flog-in-and-reset-your-password.md","Log in and reset your password",{"type":143,"value":144,"toc":358},"minimark",[145,149,154,171,175,219,223,230,234,268,272,300,303,307,314,318,322,325,329,336,340,351,355],[146,147,148],"p",{},"Sign in with your email and password, with Google, or with a one-time link emailed to you. Forgotten your password? You can reset it from the sign-in page.",[150,151,153],"h2",{"id":152},"before-you-start","Before you start",[155,156,157],"ul",{},[158,159,160,164,165,170],"li",{},[161,162,163],"strong",{},"You need an account."," If you've never been invited to a business on Owneli, ask for an invitation first. See ",[166,167,169],"a",{"href":168},"\u002Fhelp\u002Faccount\u002Faccept-an-invitation","Accept an invitation to join a business",".",[150,172,174],{"id":173},"sign-in-with-your-password","Sign in with your password",[176,177,178,183,197,201,212,216],"steps",{},[179,180,182],"h3",{"id":181},"enter-your-details","Enter your details",[146,184,185,186,189,190,193,194,170],{},"On the sign-in page, enter your ",[161,187,188],{},"Email address"," and ",[161,191,192],{},"Password",", and select ",[161,195,196],{},"Sign in",[179,198,200],{"id":199},"enter-your-code-if-asked","Enter your code, if asked",[146,202,203,204,208,209,170],{},"If ",[166,205,207],{"href":206},"\u002Fhelp\u002Faccount\u002Fsecure-your-account-with-mfa","two-factor authentication"," is on, type the 6-digit code from your authenticator app and select ",[161,210,211],{},"Verify",[179,213,215],{"id":214},"youre-in","You're in",[146,217,218],{},"You land in Owneli. If your business requires two-factor and you haven't set it up, you may be asked to do it now.",[150,220,222],{"id":221},"sign-in-with-google","Sign in with Google",[146,224,225,226,229],{},"Select ",[161,227,228],{},"Continue with Google"," and choose the Google account with the email your business invited. In the Owneli phone app, your phone's account picker opens instead. You may still be asked for your two-factor code.",[150,231,233],{"id":232},"sign-in-without-a-password","Sign in without a password",[176,235,236,240,246,250,253,257],{},[179,237,239],{"id":238},"ask-for-a-link","Ask for a link",[146,241,242,243,170],{},"Enter your email and select ",[161,244,245],{},"Email me a sign-in link",[179,247,249],{"id":248},"open-the-email","Open the email",[146,251,252],{},"Select the link in the email, or type the code from the email into the box on the sign-in page.",[179,254,256],{"id":255},"nothing-arrived","Nothing arrived?",[146,258,259,260,263,264,267],{},"Check spam, then select ",[161,261,262],{},"Resend link",", or ",[161,265,266],{},"Use a different email"," to start again.",[150,269,271],{"id":270},"reset-a-forgotten-password","Reset a forgotten password",[176,273,274,278,284,288,293,297],{},[179,275,277],{"id":276},"start","Start",[146,279,280,281,170],{},"On the sign-in page, select ",[161,282,283],{},"Forgot password?",[179,285,287],{"id":286},"ask-for-a-reset-link","Ask for a reset link",[146,289,242,290,170],{},[161,291,292],{},"Send reset link",[179,294,296],{"id":295},"set-a-new-password","Set a new password",[146,298,299],{},"Open the link in the email, choose a new password, and sign in.",[146,301,302],{},"For your security, the sign-in page never says whether an email address has an account, so you see the same message either way.",[150,304,306],{"id":305},"check-it-worked","Check it worked",[146,308,309,310,313],{},"You see ",[161,311,312],{},"Today"," with your name in the corner.",[150,315,317],{"id":316},"if-something-goes-wrong","If something goes wrong",[179,319,321],{"id":320},"no-owneli-account-matches-that-google-email","\"No Owneli account matches that Google email\"",[146,323,324],{},"The Google account you chose uses a different address from the one you were invited with. Choose another Google account, or sign in with your email.",[179,326,328],{"id":327},"i-see-access-suspended-or-waiting-on-admin-approval","I see \"Access suspended\" or \"Waiting on admin approval\"",[146,330,331,332],{},"You signed in, but your access to that business is paused or waiting. See ",[166,333,335],{"href":334},"\u002Fhelp\u002Faccount\u002Faccount-suspended-or-pending-review","Why is my account suspended or pending review?",[179,337,339],{"id":338},"i-lost-my-authenticator-app","I lost my authenticator app",[146,341,342,343,346,347],{},"On the code screen, select ",[161,344,345],{},"Use a recovery code instead"," and enter one of the codes you saved. That turns two-factor off and signs out your other devices, so set it up again straight away. Lost those codes too? An admin can reset your two-factor; owners contact Owneli support. See ",[166,348,350],{"href":349},"\u002Fhelp\u002Faccount\u002Fsecure-your-account-with-mfa#what-if-i-lose-my-phone","What if I lose my phone?",[179,352,354],{"id":353},"i-was-signed-out-everywhere","I was signed out everywhere",[146,356,357],{},"An administrator or Owneli support signed your account out on every device, usually to protect it, and you'll have had an email. Sign in again. If you didn't expect it, tell your administrator.",{"title":359,"searchDepth":23,"depth":23,"links":360},"",[361,362,367,368,373,378,379],{"id":152,"depth":23,"text":153},{"id":173,"depth":23,"text":174,"children":363},[364,365,366],{"id":181,"depth":33,"text":182},{"id":199,"depth":33,"text":200},{"id":214,"depth":33,"text":215},{"id":221,"depth":23,"text":222},{"id":232,"depth":23,"text":233,"children":369},[370,371,372],{"id":238,"depth":33,"text":239},{"id":248,"depth":33,"text":249},{"id":255,"depth":33,"text":256},{"id":270,"depth":23,"text":271,"children":374},[375,376,377],{"id":276,"depth":33,"text":277},{"id":286,"depth":33,"text":287},{"id":295,"depth":33,"text":296},{"id":305,"depth":23,"text":306},{"id":316,"depth":23,"text":317,"children":380},[381,382,383,384],{"id":320,"depth":33,"text":321},{"id":327,"depth":33,"text":328},{"id":338,"depth":33,"text":339},{"id":353,"depth":33,"text":354},"Sign in with your password, Google or an emailed link, reset a forgotten password, and what to do if you're locked out.",false,"md","i-lucide-log-in",[390,391,392,393,394,395,396],"reset my password","can't log in","forgot password","magic link login","sign in without password","login code email","sign in with google",{},true,"\u002Fhelp\u002Faccount\u002Flog-in-and-reset-your-password",[206,168,334],{"title":141,"description":385},null,"help\u002Faccount\u002Flog-in-and-reset-your-password","2026-10-11","DUB7Ykd8ttEJhKJJfU_aMquUXFYhlQ2pS3OfcPBT6Ww",{"id":407,"title":408,"audience":120,"body":409,"category":125,"description":683,"draft":386,"extension":387,"icon":684,"keywords":685,"locale":11,"meta":692,"navigation":398,"order":103,"path":693,"related":694,"seo":695,"sourceHash":402,"stem":696,"translationReviewed":386,"updatedAt":697,"__hash__":698},"help\u002Fhelp\u002Fbook-online\u002Fbook-an-appointment-online.md","How do I book an appointment online?",{"type":143,"value":410,"toc":664},[411,414,418,541,550,553,558,562,570,572,597,603,605,609,612,616,631,635,642,646,657,661],[146,412,413],{},"Open the business's booking link, choose what you'd like, pick a time and add your details. You don't need an account. If the business asks for a card or a deposit, you see exactly what's due before you enter anything.",[150,415,417],{"id":416},"book-a-visit","Book a visit",[176,419,420,424,445,449,460,464,477,481,502,506,516,520],{},[179,421,423],{"id":422},"choose-your-services","Choose your services",[146,425,426,427,429,430,433,434,437,438,441,442,170],{},"On ",[161,428,423],{},", tap ",[161,431,432],{},"+"," beside each service you want. Search, or jump to a category such as ",[161,435,436],{},"Popular",". Some businesses offer combos, marked ",[161,439,440],{},"Combo",": several services together for less. Tap ",[161,443,444],{},"Continue",[179,446,448],{"id":447},"choose-who-youd-like-to-see","Choose who you'd like to see",[146,450,451,452,455,456,459],{},"If more than one person can do your visit, ",[161,453,454],{},"Choose a professional"," lists them, each with when they're next free. Tap one, or ",[161,457,458],{},"Any professional"," for the most times. You go straight on to the times.",[179,461,463],{"id":462},"pick-a-time","Pick a time",[146,465,466,467,470,471,474,475,170],{},"Choose a day, then tap a time. If a day has nothing free, you're shown the next day with openings. Some times show ",[161,468,469],{},"Peak"," or ",[161,472,473],{},"Off-peak"," when they cost a little more or less. Your time is held for a few minutes while you finish. Tap ",[161,476,444],{},[179,478,480],{"id":479},"add-your-details","Add your details",[146,482,426,483,486,487,490,491,189,494,497,498,501],{},[161,484,485],{},"Your details",", check your visit, then enter ",[161,488,489],{},"Your name",", ",[161,492,493],{},"Email",[161,495,496],{},"Phone",". Tick ",[161,499,500],{},"Text me appointment reminders"," if you'd like them by text. Add anything the business should know, such as allergies.",[179,503,505],{"id":504},"agree-to-the-policy","Agree to the policy",[146,507,508,509,512,513,170],{},"If the business has a cancellation policy, read it and tick to agree. The box above it says what's due: ",[161,510,511],{},"Nothing to pay today",", a deposit, or ",[161,514,515],{},"A card secures your booking",[179,517,519],{"id":518},"confirm","Confirm",[146,521,522,523,526,527,530,531,534,535,470,538,170],{},"Tap ",[161,524,525],{},"Confirm booking",". If a card or deposit is needed, tap ",[161,528,529],{},"Continue to payment",", enter your card on ",[161,532,533],{},"Secure your booking",", and tap ",[161,536,537],{},"Pay & confirm",[161,539,540],{},"Save card & confirm",[542,543],"help-clip",{"frame":544,"height":545,"label":546,"poster":547,"src":548,"width":549},"phone",844,"Booking on a phone: Signature Facial is added and Continue is tapped, Choose a professional opens with Any professional picked, and tapping it goes straight to Pick a time with a row of days and the open times.","\u002Fhelp\u002Fbook-online\u002Fbook-an-appointment-online\u002Fchoose.webp","\u002Fhelp\u002Fbook-online\u002Fbook-an-appointment-online\u002Fchoose.mp4",390,[146,551,552],{},"You type your card yourself, on a secure page. The business never sees the number.",[554,555],"help-shot",{"alt":556,"frame":544,"height":545,"src":557,"width":549},"The Pick a time step on a phone: With any professional and a Change link, a row of days, a note that Wednesday has no times left so Thursday is shown, and morning and afternoon times.","\u002Fhelp\u002Fbook-online\u002Fbook-an-appointment-online\u002Ftime.webp",[150,559,561],{"id":560},"been-here-before","Been here before?",[146,563,426,564,429,566,569],{},[161,565,485],{},[161,567,568],{},"Fill in my details with a code",". Enter your email or mobile number, then the code you're sent, and your details fill themselves in. No password needed.",[150,571,306],{"id":305},[146,573,309,574,577,578,490,581,189,584,587,588,592,593,596],{},[161,575,576],{},"You're booked",", with your ",[161,579,580],{},"Booking reference",[161,582,583],{},"Add to calendar",[161,585,586],{},"Change or cancel",". A confirmation goes to your email, with a private link to ",[166,589,591],{"href":590},"\u002Fhelp\u002Fbook-online\u002Fmanage-your-booking","view or change your booking",". If the business has a form for you, ",[161,594,595],{},"Fill out before your visit"," takes you to it.",[598,599,600],"warning",{},[146,601,602],{},"Keep the link in your confirmation private. It needs no password, so anyone who has it can change your booking.",[150,604,317],{"id":316},[179,606,608],{"id":607},"that-time-was-just-taken","\"That time was just taken\"",[146,610,611],{},"Someone booked it a moment before you. Pick one of the times still open.",[179,613,615],{"id":614},"no-times-suit-me","No times suit me",[146,617,522,618,621,622,625,626,630],{},[161,619,620],{},"Notify me if a time opens"," (under a day's times it reads ",[161,623,624],{},"None of these work? Get notified when a time opens","), leave your details, and the business gets in touch if a time frees up. See ",[166,627,629],{"href":628},"\u002Fhelp\u002Fbook-online\u002Fclaim-a-waitlist-spot","Claim a waitlist spot",". Some businesses take waitlist requests only for the days and times they're open, and some don't take them online at all; then contact the business.",[179,632,634],{"id":633},"will-i-be-charged-when-i-book","Will I be charged when I book?",[146,636,637,638],{},"Only if the business takes a deposit, and only the amount shown before you enter your card. A card on file is saved without being charged. See ",[166,639,641],{"href":640},"\u002Fhelp\u002Fbook-online\u002Fadd-or-update-your-card","Why do I need to enter my card?",[179,643,645],{"id":644},"can-i-book-two-services-in-one-visit","Can I book two services in one visit?",[146,647,648,649,652,653,656],{},"Yes. Add both on the first step, and the times shown fit them together. A combo is several services together for less: ",[161,650,651],{},"What's included"," lists them, and once you add the combo, each of its services shows ",[161,654,655],{},"Included in"," the combo's name, so you don't add them again.",[179,658,660],{"id":659},"bookings-arent-open-here","\"Bookings aren't open here\"",[146,662,663],{},"This business or location isn't taking online bookings right now. Contact them to book.",{"title":359,"searchDepth":23,"depth":23,"links":665},[666,674,675,676],{"id":416,"depth":23,"text":417,"children":667},[668,669,670,671,672,673],{"id":422,"depth":33,"text":423},{"id":447,"depth":33,"text":448},{"id":462,"depth":33,"text":463},{"id":479,"depth":33,"text":480},{"id":504,"depth":33,"text":505},{"id":518,"depth":33,"text":519},{"id":560,"depth":23,"text":561},{"id":305,"depth":23,"text":306},{"id":316,"depth":23,"text":317,"children":677},[678,679,680,681,682],{"id":607,"depth":33,"text":608},{"id":614,"depth":33,"text":615},{"id":633,"depth":33,"text":634},{"id":644,"depth":33,"text":645},{"id":659,"depth":33,"text":660},"Book a visit online in a few taps. Choose your services, a professional and a time, add your details, pay any deposit, and get your confirmation.","i-lucide-calendar-plus",[686,687,688,689,690,691],"book appointment online","book a facial online","online booking salon","book without an account","deposit to book appointment","choose stylist online",{},"\u002Fhelp\u002Fbook-online\u002Fbook-an-appointment-online",[590,640,628],{"title":408,"description":683},"help\u002Fbook-online\u002Fbook-an-appointment-online","2026-10-29","MLai-lqMRtau9I3t4s7RQ7Tp9htNLM_z0sUUoAs506s",{"id":700,"title":701,"audience":7,"body":702,"category":24,"description":1372,"draft":386,"extension":387,"icon":21,"keywords":1373,"locale":11,"meta":1380,"navigation":398,"order":103,"path":1381,"related":1382,"seo":1384,"sourceHash":402,"stem":1385,"translationReviewed":386,"updatedAt":697,"__hash__":1386},"help\u002Fhelp\u002Fcalendar\u002Ffind-your-way-around.md","Find your way around the calendar",{"type":143,"value":703,"toc":1350},[704,707,713,717,720,892,896,902,986,992,999,1003,1012,1015,1061,1076,1088,1095,1102,1106,1176,1181,1185,1227,1249,1253,1268,1274,1278,1294,1296,1300,1330,1334,1339,1343],[146,705,706],{},"The calendar is where most of the day happens. It's one schedule you can look at in several ways: a column per team member for today, a week ahead, or a simple list.",[554,708],{"alt":709,"height":710,"src":711,"width":712},"The calendar in Day view: the toolbar across the top, with the Waitlist count and Add on the right, a column for each team member, coloured appointment blocks with the time, client and service, and a grey striped block of blocked time.",790,"\u002Fhelp\u002Fcalendar\u002Ffind-your-way-around\u002Fday.webp",1212,[150,714,716],{"id":715},"the-toolbar","The toolbar",[146,718,719],{},"From left to right:",[721,722,723,736],"table",{},[724,725,726],"thead",{},[727,728,729,733],"tr",{},[730,731,732],"th",{},"Control",[730,734,735],{},"What it does",[737,738,739,749,762,773,796,807,818,826,836,846,857,868,882],"tbody",{},[727,740,741,746],{},[742,743,744],"td",{},[161,745,312],{},[742,747,748],{},"Jumps back to today",[727,750,751,759],{},[742,752,753,189,756],{},[161,754,755],{},"‹",[161,757,758],{},"›",[742,760,761],{},"Step back or forward by the span you're looking at",[727,763,764,767],{},[742,765,766],{},"The date",[742,768,769,770],{},"Opens a calendar to jump to any date, with shortcuts such as ",[161,771,772],{},"In 1 week",[727,774,775,782],{},[742,776,777,778,781],{},"People icon (",[161,779,780],{},"Scheduled team",")",[742,783,784,785,788,789,470,792,795],{},"Chooses whose columns show: the team working that day, ",[161,786,787],{},"All team",", your rooms and equipment with ",[161,790,791],{},"All resources",[161,793,794],{},"All team and resources",", or the people you pick. On a very wide screen it shows its name",[727,797,798,801],{},[742,799,800],{},"Magnifying glass",[742,802,803,806],{},[161,804,805],{},"Find client",": highlights a client's bookings and lists their upcoming and past visits",[727,808,809,812],{},[742,810,811],{},"Sliders",[742,813,814,817],{},[161,815,816],{},"Open filters",": narrows what's shown, with a count while any are on",[727,819,820,823],{},[742,821,822],{},"Location",[742,824,825],{},"Which location's calendar you're looking at",[727,827,828,833],{},[742,829,830],{},[161,831,832],{},"Waitlist",[742,834,835],{},"Opens the waitlist, with how many clients are waiting",[727,837,838,841],{},[742,839,840],{},"Circular arrows",[742,842,843],{},[161,844,845],{},"Refresh",[727,847,848,851],{},[742,849,850],{},"Tag",[742,852,853,856],{},[161,854,855],{},"Colour",": colour appointments by service, team member, status or resource",[727,858,859,862],{},[742,860,861],{},"Info",[742,863,864,867],{},[161,865,866],{},"Status legend",": what each status colour means, shown while appointments are coloured by status",[727,869,870,876],{},[742,871,872,875],{},[161,873,874],{},"Day"," (or the current view)",[742,877,878,881],{},[161,879,880],{},"Calendar view",": switches the view",[727,883,884,889],{},[742,885,886],{},[161,887,888],{},"Add",[742,890,891],{},"New appointment, new quote, block time or group appointment",[150,893,895],{"id":894},"the-six-views","The six views",[146,897,898,899,901],{},"Select the view button (it shows the current view, such as ",[161,900,874],{},") and choose one. The calendar remembers your choice.",[721,903,904,917],{},[724,905,906],{},[727,907,908,911,914],{},[730,909,910],{},"View",[730,912,913],{},"What it shows",[730,915,916],{},"Good for",[737,918,919,931,947,960,973],{},[727,920,921,925,928],{},[742,922,923],{},[161,924,874],{},[742,926,927],{},"One date, a column per team member",[742,929,930],{},"The front desk during the day",[727,932,933,941,944],{},[742,934,935,189,938],{},[161,936,937],{},"3 days",[161,939,940],{},"5 days",[742,942,943],{},"That many dates side by side",[742,945,946],{},"A short look ahead",[727,948,949,954,957],{},[742,950,951],{},[161,952,953],{},"Week",[742,955,956],{},"Seven dates",[742,958,959],{},"Planning and spotting gaps",[727,961,962,967,970],{},[742,963,964],{},[161,965,966],{},"Month",[742,968,969],{},"A month at a glance",[742,971,972],{},"How busy each day is",[727,974,975,980,983],{},[742,976,977],{},[161,978,979],{},"Agenda",[742,981,982],{},"One date as a list in time order",[742,984,985],{},"Phones, or anyone who prefers a list",[554,987],{"alt":988,"height":989,"src":990,"width":991},"The Calendar view menu: Day, 3 days, 5 days, Week, Month and Agenda, then a Show cancelled appointments switch and Help with this page.",526,"\u002Fhelp\u002Fcalendar\u002Ffind-your-way-around\u002Fviews.webp",344,[146,993,994,995,998],{},"Cancelled appointments are hidden unless you turn on ",[161,996,997],{},"Show cancelled appointments"," in the same menu.",[150,1000,1002],{"id":1001},"read-an-appointment","Read an appointment",[146,1004,1005,1006,1008,1009,170],{},"Each block shows the time, the client and the service. Its colour follows the ",[161,1007,855],{}," setting: by service (the usual choice), by team member, by status, or by resource, the room or machine the visit reserves (gray when it reserves none). A device that hasn't picked follows the business's choice under ",[161,1010,1011],{},"Settings → Business → Region & formats",[146,1013,1014],{},"The small dot in the corner tells you where a live appointment stands:",[721,1016,1017,1027],{},[724,1018,1019],{},[727,1020,1021,1024],{},[730,1022,1023],{},"Dot",[730,1025,1026],{},"Meaning",[737,1028,1029,1037,1045,1053],{},[727,1030,1031,1034],{},[742,1032,1033],{},"Amber",[742,1035,1036],{},"Booked, not yet confirmed",[727,1038,1039,1042],{},[742,1040,1041],{},"Green",[742,1043,1044],{},"Confirmed",[727,1046,1047,1050],{},[742,1048,1049],{},"Blue",[742,1051,1052],{},"Checked in",[727,1054,1055,1058],{},[742,1056,1057],{},"Pulsing green",[742,1059,1060],{},"In service now",[146,1062,1063,1064,1067,1068,1071,1072,1075],{},"Finished appointments lose their colour: ",[161,1065,1066],{},"Completed"," turns grey, while ",[161,1069,1070],{},"Cancelled"," (rose) and ",[161,1073,1074],{},"No-show"," (red) are faded and struck through.",[146,1077,1078,1079,1083,1084,1087],{},"If your business uses ",[166,1080,1082],{"href":1081},"\u002Fhelp\u002Fcalendar\u002Fthe-appointment-detail-panel#add-a-status-label","status labels",", such as ",[161,1085,1086],{},"Running late",", a label's icon sits beside the dot, and a tall enough block shows the label's name too. A label never changes the block's colour or its dot.",[146,1089,1090,1091,170],{},"Grey striped blocks are blocked time, such as a lunch or a training session. See ",[166,1092,1094],{"href":1093},"\u002Fhelp\u002Fcalendar\u002Fblock-time-and-the-waitlist","Block time and the waitlist",[146,1096,1097,1098,170],{},"On a computer, rest the pointer on a block to see a preview with the client, service and price. Select it to open the ",[166,1099,1101],{"href":1100},"\u002Fhelp\u002Fcalendar\u002Fthe-appointment-detail-panel","appointment panel",[150,1103,1105],{"id":1104},"filter-the-calendar","Filter the calendar",[176,1107,1108,1112,1118,1122,1163,1167],{},[179,1109,1111],{"id":1110},"open-the-filters","Open the filters",[146,1113,1114,1115,1117],{},"Select the sliders button (",[161,1116,816],{},").",[179,1119,1121],{"id":1120},"choose-what-to-show","Choose what to show",[146,1123,1124,1125,490,1128,1131,1132,490,1135,490,1138,470,1141,1144,1145,490,1148,490,1151,490,1154,490,1157,189,1160,170],{},"Pick from ",[161,1126,1127],{},"Appointment status",[161,1129,1130],{},"Channel"," (",[161,1133,1134],{},"Admin booking",[161,1136,1137],{},"Kiosk check-in",[161,1139,1140],{},"Public booking",[161,1142,1143],{},"API","), ",[161,1146,1147],{},"Payment status",[161,1149,1150],{},"Services",[161,1152,1153],{},"Appointment creation date",[161,1155,1156],{},"Requested team member",[161,1158,1159],{},"Client tags",[161,1161,1162],{},"Client segments",[179,1164,1166],{"id":1165},"apply","Apply",[146,1168,225,1169,1171,1172,1175],{},[161,1170,1166],{},". The button counts how many filters you've chosen. ",[161,1173,1174],{},"Clear filters"," removes them all.",[598,1177,1178],{},[146,1179,1180],{},"If the calendar looks emptier than it should, check the filters first. They stay on as you move between dates, and the filters button shows a count while any are on.",[150,1182,1184],{"id":1183},"focus-on-one-team-member","Focus on one team member",[176,1186,1187,1191,1197,1201,1216,1220],{},[179,1188,1190],{"id":1189},"open-their-menu","Open their menu",[146,1192,1193,1194,1196],{},"In ",[161,1195,874],{}," view, select the team member's name at the top of their column.",[179,1198,1200],{"id":1199},"choose-a-view","Choose a view",[146,1202,1203,1204,1207,1208,490,1210,490,1212,470,1214,170],{},"Under ",[161,1205,1206],{},"View as",", choose ",[161,1209,874],{},[161,1211,937],{},[161,1213,953],{},[161,1215,966],{},[179,1217,1219],{"id":1218},"go-back-to-everyone","Go back to everyone",[146,1221,1222,1223,1226],{},"A chip in the toolbar shows whose calendar you're on, such as \"Ingrid's Week\". Select its ",[161,1224,1225],{},"✕"," to see everyone again.",[146,1228,1229,1230,1233,1234,490,1237,490,1240,490,1243,189,1246,170],{},"The same menu shows their shift today, a ",[161,1231,1232],{},"Clock in"," button, and shortcuts to ",[161,1235,1236],{},"Add appointment",[161,1238,1239],{},"Block time",[161,1241,1242],{},"Edit shift",[161,1244,1245],{},"Add time off",[161,1247,1248],{},"View team member",[150,1250,1252],{"id":1251},"select-an-empty-slot","Select an empty slot",[146,1254,1255,1256,490,1258,490,1261,189,1264,1267],{},"Select any empty time in a team member's column. A small menu opens for that exact time, with ",[161,1257,1236],{},[161,1259,1260],{},"Group appointment",[161,1262,1263],{},"New quote",[161,1265,1266],{},"Block this time",". The date, time and team member are filled in for you.",[554,1269],{"alt":1270,"height":1271,"src":1272,"width":1273},"The quick action menu for 5:45 PM: Add appointment, Group appointment, New quote and Block this time.",286,"\u002Fhelp\u002Fcalendar\u002Ffind-your-way-around\u002Fempty-slot.webp",256,[150,1275,1277],{"id":1276},"on-a-phone","On a phone",[146,1279,1280,1281,1284,1285,1287,1288,1290,1291,1293],{},"The toolbar shrinks to the date, the location, the team and a ",[161,1282,1283],{},"⋯"," menu, which holds ",[161,1286,805],{},", the views, colour, filters, the waitlist and refresh. The round ",[161,1289,432],{}," button in the corner books an appointment, blocks time, starts a group or jumps to today. ",[161,1292,979],{}," is usually the easiest view on a small screen.",[150,1295,317],{"id":316},[179,1297,1299],{"id":1298},"a-team-member-has-no-column","A team member has no column",[155,1301,1302,1315,1321],{},[158,1303,1304,1307,1308,1311,1312,170],{},[161,1305,1306],{},"\"Nobody scheduled\"",": no one has working hours that day. Set them under ",[161,1309,1310],{},"Team → Scheduling",", or select ",[161,1313,1314],{},"Show all team anyway",[158,1316,1317,1320],{},[161,1318,1319],{},"\"Assign your team to this location\"",": the team exists but nobody works at this location. Set the location on their team profile.",[158,1322,1323,1324,1326,1327,1329],{},"Otherwise, check ",[161,1325,780],{}," under the people icon (choose ",[161,1328,787],{},"), the filters, and whether a focus chip is on.",[179,1331,1333],{"id":1332},"couldnt-load-the-schedule","\"Couldn't load the schedule\"",[146,1335,1336,1337,170],{},"The calendar couldn't reach the server. It doesn't mean the day is empty. Select ",[161,1338,845],{},[179,1340,1342],{"id":1341},"the-calendar-shows-the-wrong-location","The calendar shows the wrong location",[146,1344,1345,1346,170],{},"Change it with the location button in the toolbar. See ",[166,1347,1349],{"href":1348},"\u002Fhelp\u002Fgetting-started\u002Fswitch-between-locations","Switch between locations",{"title":359,"searchDepth":23,"depth":23,"links":1351},[1352,1353,1354,1355,1360,1365,1366,1367],{"id":715,"depth":23,"text":716},{"id":894,"depth":23,"text":895},{"id":1001,"depth":23,"text":1002},{"id":1104,"depth":23,"text":1105,"children":1356},[1357,1358,1359],{"id":1110,"depth":33,"text":1111},{"id":1120,"depth":33,"text":1121},{"id":1165,"depth":33,"text":1166},{"id":1183,"depth":23,"text":1184,"children":1361},[1362,1363,1364],{"id":1189,"depth":33,"text":1190},{"id":1199,"depth":33,"text":1200},{"id":1218,"depth":33,"text":1219},{"id":1251,"depth":23,"text":1252},{"id":1276,"depth":23,"text":1277},{"id":316,"depth":23,"text":317,"children":1368},[1369,1370,1371],{"id":1298,"depth":33,"text":1299},{"id":1332,"depth":33,"text":1333},{"id":1341,"depth":33,"text":1342},"The toolbar, the six views, what the colours and dots on an appointment mean, and how to filter the calendar down to what you need.",[1374,1375,1376,1377,1378,1379],"calendar views","calendar colours meaning","filter the calendar","show one team member","team member missing from calendar","show cancelled appointments",{},"\u002Fhelp\u002Fcalendar\u002Ffind-your-way-around",[1383,1100,1093],"\u002Fhelp\u002Fcalendar\u002Fbook-an-appointment",{"title":701,"description":1372},"help\u002Fcalendar\u002Ffind-your-way-around","Z12V_K-1h5NToIirzI7ck9V8whBdPPHdQDOrmKMPIaY",{"id":1388,"title":1389,"audience":7,"body":1390,"category":34,"description":1882,"draft":386,"extension":387,"icon":1883,"keywords":1884,"locale":11,"meta":1890,"navigation":398,"order":103,"path":1891,"related":1892,"seo":1894,"sourceHash":402,"stem":1895,"translationReviewed":386,"updatedAt":697,"__hash__":1896},"help\u002Fhelp\u002Fcheckout\u002Ftake-a-payment.md","Take a payment",{"type":143,"value":1391,"toc":1861},[1392,1404,1413,1415,1451,1454,1625,1636,1638,1651,1657,1661,1664,1758,1760,1764,1771,1775,1786,1790,1804,1808,1817,1821],[146,1393,1394,1395,490,1398,189,1401,170],{},"Ring up what the client is buying, add their tip, take the payment and send their receipt. Checkout runs in three short steps: ",[161,1396,1397],{},"Cart",[161,1399,1400],{},"Tip",[161,1402,1403],{},"Payment",[554,1405,1410],{"alt":1406,"height":1407,"src":1408,"width":1409},"A finished receipt for Jordan Hayes: a Signature Facial and a Gentle Cleanser, 8.25% tax, $192.69 paid by card.",797,"\u002Fhelp\u002Fcheckout\u002Ftake-a-payment\u002Freceipt.webp",672,[146,1411,1412],{},"The finished receipt. It's emailed to the client by itself when they have an email on file.",[150,1414,153],{"id":152},[155,1416,1417,1427,1441],{},[158,1418,1419,1422,1423,1426],{},[161,1420,1421],{},"Who can do it:"," anyone whose role can run checkouts. If you don't see ",[161,1424,1425],{},"Point of sale"," in the sidebar, ask an admin.",[158,1428,1429,1432,1433,1436,1437,170],{},[161,1430,1431],{},"Taking cash?"," Open the cash drawer first, under ",[161,1434,1435],{},"Point of sale → Cash drawer",", so the cash counts towards today's close. See ",[166,1438,1440],{"href":1439},"\u002Fhelp\u002Fcheckout\u002Frefunds-and-the-cash-drawer","Refunds and the cash drawer",[158,1442,1443,1446,1447,170],{},[161,1444,1445],{},"Charging cards in Owneli"," needs a connected card processor. Without one you can still record cash, checks and payments taken on your own card machine. See ",[166,1448,1450],{"href":1449},"\u002Fhelp\u002Fsettings\u002Fconnect-payments","Connect card payments",[150,1452,1389],{"id":1453},"take-a-payment",[176,1455,1456,1460,1477,1481,1525,1531,1535,1550,1554,1564,1568,1577,1581,1609,1615,1619],{},[179,1457,1459],{"id":1458},"open-the-sale","Open the sale",[146,1461,1462,1463,1466,1467,1469,1470,1473,1474,170],{},"For a booked visit, open the appointment and select ",[161,1464,1465],{},"Checkout",": the client, services and provider are already in the cart. Checkout opens over the appointment, so you're back on it when you close checkout. For anything else, go to ",[161,1468,1425],{}," and select ",[161,1471,1472],{},"Open a cart"," under ",[161,1475,1476],{},"Begin a sale",[179,1478,1480],{"id":1479},"add-what-theyre-buying","Add what they're buying",[146,1482,1203,1483,1486,1487,490,1489,490,1492,490,1495,470,1498,1501,1502,1505,1506,1509,1510,189,1513,1516,1517,1520,1521,1524],{},[161,1484,1485],{},"Add to cart",", select ",[161,1488,1150],{},[161,1490,1491],{},"Products",[161,1493,1494],{},"Memberships",[161,1496,1497],{},"Packages",[161,1499,1500],{},"Gift card",", then select the item. Repeat for each item. Each one appears under ",[161,1503,1504],{},"Items",". On the right, ",[161,1507,1508],{},"Total"," adds them up, with ",[161,1511,1512],{},"Paid",[161,1514,1515],{},"Still owed"," below it; ",[161,1518,1519],{},"Show breakdown"," lists the subtotal, discounts, tax and tip. On a phone, the client and total sit in a strip at the top, and ",[161,1522,1523],{},"View cart"," opens it.",[554,1526],{"alt":1527,"height":1528,"src":1529,"width":1530},"Checkout on its Cart step: the Services, Products, Memberships, Packages and Gift card buttons, a Signature Facial under Items, and the Tip and Payment steps still to come; on the right, Caleb Brown's details, Can pay with, the receipt line and the $150.00 total.",701,"\u002Fhelp\u002Fcheckout\u002Ftake-a-payment\u002Fcart.webp",1200,[179,1532,1534],{"id":1533},"check-who-its-for","Check who it's for",[146,1536,1537,1538,1541,1542,1545,1546,1549],{},"The client shows at the top of the right-hand column. For a walk-in, select ",[161,1539,1540],{},"Add client"," beside ",[161,1543,1544],{},"Walk-in",", then search for them, or select ",[161,1547,1548],{},"Create new client",". A client on the sale gets the receipt, their loyalty points and their history.",[179,1551,1553],{"id":1552},"go-to-the-tip","Go to the tip",[146,1555,225,1556,1559,1560,1563],{},[161,1557,1558],{},"Continue to tip",". If the client isn't tipping, select ",[161,1561,1562],{},"No tip"," instead and skip straight to payment.",[179,1565,1567],{"id":1566},"add-the-tip","Add the tip",[146,1569,1570,1571,1574,1575,170],{},"Select a suggested percentage, or type the amount in ",[161,1572,1573],{},"Custom amount",", then select ",[161,1576,529],{},[179,1578,1580],{"id":1579},"choose-how-they-pay","Choose how they pay",[146,1582,1203,1583,1586,1587,490,1590,1593,1594,1596,1597,1600,1601,1605,1606,1608],{},[161,1584,1585],{},"Method",", select how the client is paying, such as ",[161,1588,1589],{},"Cash",[161,1591,1592],{},"External terminal"," (your own card machine) or ",[161,1595,1500],{},". The ",[161,1598,1599],{},"Amount"," is the full balance; lower it only to ",[166,1602,1604],{"href":1603},"\u002Fhelp\u002Fcheckout\u002Fsplit-and-partial-payments","split the payment",". Account credit and loyalty points are spent here too: select ",[161,1607,1166],{}," beside them, and the amount comes down to what's left.",[554,1610],{"alt":1611,"height":1612,"src":1613,"width":1614},"The payment step: $150.00 owed, the Full, half and third amount buttons, and the External terminal, Cash, Check, Gift card and Self checkout methods, each with a line under its name.",494,"\u002Fhelp\u002Fcheckout\u002Ftake-a-payment\u002Fpayment.webp",696,[179,1616,1618],{"id":1617},"charge-it","Charge it",[146,1620,225,1621,1624],{},[161,1622,1623],{},"Charge",". The button shows the exact amount, tip included. When the balance reaches zero, the sale completes.",[542,1626,1633],{"frame":1627,"height":1628,"label":1629,"poster":1630,"src":1631,"width":1632},"browser",720,"From a cart holding a Signature Facial for Caleb Brown: Continue to tip, an 18% tip, Continue to payment, Cash, then the Charge $177.00 button.","\u002Fhelp\u002Fcheckout\u002Ftake-a-payment\u002Fflow.webp","\u002Fhelp\u002Fcheckout\u002Ftake-a-payment\u002Fflow.mp4",1280,[146,1634,1635],{},"From the cart to the charge in about ten seconds.",[150,1637,306],{"id":305},[146,1639,1640,1641,1643,1644,1647,1648,170],{},"The panel shows the sale as ",[161,1642,1066],{},", with ",[161,1645,1646],{},"View receipt"," and a prompt to book the client's next visit. The client gets their receipt by email straight away if they have an email on file. The sale is listed under ",[161,1649,1650],{},"Point of sale → Sales",[146,1652,225,1653,1656],{},[161,1654,1655],{},"Done"," to close the panel.",[150,1658,1660],{"id":1659},"which-method-to-pick","Which method to pick",[146,1662,1663],{},"Only the methods that can pay this sale are offered.",[721,1665,1666,1675],{},[724,1667,1668],{},[727,1669,1670,1672],{},[730,1671,1585],{},[730,1673,1674],{},"Use it when",[737,1676,1677,1687,1696,1705,1715,1728,1744],{},[727,1678,1679,1684],{},[742,1680,1681],{},[161,1682,1683],{},"Card on file",[742,1685,1686],{},"The client has a saved card. It's listed first when there is one.",[727,1688,1689,1693],{},[742,1690,1691],{},[161,1692,1592],{},[742,1694,1695],{},"The client paid on your own card machine. Add the last four digits and the terminal name if you like, so the sale matches the terminal's receipt.",[727,1697,1698,1702],{},[742,1699,1700],{},[161,1701,1589],{},[742,1703,1704],{},"Enter what they handed you. The change due is worked out for you.",[727,1706,1707,1712],{},[742,1708,1709],{},[161,1710,1711],{},"Check",[742,1713,1714],{},"Recorded like cash.",[727,1716,1717,1721],{},[742,1718,1719],{},[161,1720,1500],{},[742,1722,1723,1724,170],{},"Enter the card's code. See ",[166,1725,1727],{"href":1726},"\u002Fhelp\u002Fcheckout\u002Fredeem-gift-cards-packages-and-memberships","Redeem gift cards, packages and memberships",[727,1729,1730,1741],{},[742,1731,1732,490,1735,490,1738],{},[161,1733,1734],{},"Package",[161,1736,1737],{},"Membership",[161,1739,1740],{},"Membership balance",[742,1742,1743],{},"The client is using a session or credit they've already paid for.",[727,1745,1746,1751],{},[742,1747,1748],{},[161,1749,1750],{},"Self checkout",[742,1752,1753,1754,170],{},"Text or email the client a secure link, and they pay on their own phone. See ",[166,1755,1757],{"href":1756},"\u002Fhelp\u002Fcheckout\u002Fsend-a-pay-by-link","Send a pay-by-link",[150,1759,317],{"id":316},[179,1761,1763],{"id":1762},"continue-to-tip-is-greyed-out","Continue to tip is greyed out",[146,1765,1766,1767,1770],{},"The cart is empty, or there's nothing left to pay. Add an item first. A sale with nothing owed shows ",[161,1768,1769],{},"Complete sale"," instead.",[179,1772,1774],{"id":1773},"required-forms-not-signed","Required forms not signed",[146,1776,1777,1778,1781,1782,1785],{},"A service on the sale needs a signed form first. Select ",[161,1779,1780],{},"Send form"," so the client can sign it, then carry on. An admin can select ",[161,1783,1784],{},"Override and proceed anyway",", which is recorded in the audit log.",[179,1787,1789],{"id":1788},"cash-taken-with-no-drawer-open","\"Cash taken with no drawer open\"",[146,1791,1792,1793,1796,1797,1800,1801,1803],{},"The payment went through, but no cash drawer was open, so this cash won't appear in a drawer count. Before you take cash, the payment step warns ",[161,1794,1795],{},"The cash drawer isn't open"," and offers ",[161,1798,1799],{},"Open drawer",". Otherwise, open it from ",[161,1802,1435],{}," before your next cash sale.",[179,1805,1807],{"id":1806},"the-client-cant-pay-today","The client can't pay today",[146,1809,225,1810,1813,1814,170],{},[161,1811,1812],{},"Save as unpaid"," on the cart. The sale completes with the balance owing, and you collect it later. See ",[166,1815,1816],{"href":1603},"Split a sale or leave a balance due",[179,1818,1820],{"id":1819},"i-need-to-stop-and-come-back-later","I need to stop and come back later",[146,1822,1823,1824,1826,1827,1830,1831,1834,1835,1837,1838,1841,1842,1845,1846,1849,1850,1852,1853,1856,1857,1860],{},"Close the checkout with ",[161,1825,1225],{},". The sale is kept, with ",[161,1828,1829],{},"Sale saved",", and you resume it from ",[161,1832,1833],{},"Draft sales"," on ",[161,1836,1425],{},". If you go to another page instead, ",[161,1839,1840],{},"This sale isn't finished"," asks first: ",[161,1843,1844],{},"Stay on sale"," keeps you there, and ",[161,1847,1848],{},"Leave"," keeps the sale in ",[161,1851,1833],{},". To throw the sale away, open the ",[161,1854,1855],{},"⋮"," at the bottom left and select ",[161,1858,1859],{},"Cancel sale","; the appointment isn't affected.",{"title":359,"searchDepth":23,"depth":23,"links":1862},[1863,1864,1873,1874,1875],{"id":152,"depth":23,"text":153},{"id":1453,"depth":23,"text":1389,"children":1865},[1866,1867,1868,1869,1870,1871,1872],{"id":1458,"depth":33,"text":1459},{"id":1479,"depth":33,"text":1480},{"id":1533,"depth":33,"text":1534},{"id":1552,"depth":33,"text":1553},{"id":1566,"depth":33,"text":1567},{"id":1579,"depth":33,"text":1580},{"id":1617,"depth":33,"text":1618},{"id":305,"depth":23,"text":306},{"id":1659,"depth":23,"text":1660},{"id":316,"depth":23,"text":317,"children":1876},[1877,1878,1879,1880,1881],{"id":1762,"depth":33,"text":1763},{"id":1773,"depth":33,"text":1774},{"id":1788,"depth":33,"text":1789},{"id":1806,"depth":33,"text":1807},{"id":1819,"depth":33,"text":1820},"Ring up a visit or a walk-in, add a tip, take the money and hand over the receipt, all in one checkout.","i-lucide-receipt",[34,1885,1886,1887,1888,1889],"ring up a sale","take payment","charge client","pos cash card","complete sale",{},"\u002Fhelp\u002Fcheckout\u002Ftake-a-payment",[1603,1893,1439],"\u002Fhelp\u002Fcheckout\u002Ftips",{"title":1389,"description":1882},"help\u002Fcheckout\u002Ftake-a-payment","RrYgNpo8ioOn-4NUjF2cimlFwkYX4_OeFkuAHBh4YmA",{"id":1898,"title":1899,"audience":7,"body":1900,"category":44,"description":2298,"draft":386,"extension":387,"icon":2299,"keywords":2300,"locale":11,"meta":2307,"navigation":398,"order":103,"path":2308,"related":2309,"seo":2311,"sourceHash":402,"stem":2312,"translationReviewed":386,"updatedAt":697,"__hash__":2313},"help\u002Fhelp\u002Fclients\u002Fadd-and-find-clients.md","Add, find, and merge clients",{"type":143,"value":1901,"toc":2270},[1902,1905,1907,1924,1928,2025,2031,2043,2047,2070,2084,2090,2111,2115,2144,2148,2153,2157,2160,2207,2214,2218,2229,2231,2238,2240,2244,2250,2254,2263,2267],[146,1903,1904],{},"Your client list holds everyone who has booked or bought from you, across every location. Add people as they come in, find anyone in seconds, and keep one record per person.",[150,1906,153],{"id":152},[155,1908,1909,1914],{},[158,1910,1911,1913],{},[161,1912,1421],{}," anyone who can manage clients. Team members who can only see their own clients see the people they're assigned to or have an appointment with.",[158,1915,1916,1919,1920],{},[161,1917,1918],{},"Some details may be hidden"," for your role, such as contact details or lifetime spend. See ",[166,1921,1923],{"href":1922},"\u002Fhelp\u002Fclients\u002Fwhy-is-a-field-hidden","Why is a field hidden?",[150,1925,1927],{"id":1926},"add-a-client","Add a client",[176,1929,1930,1934,1947,1951,1970,1980,1984,2016,2020],{},[179,1931,1933],{"id":1932},"open-the-form","Open the form",[146,1935,1936,1937,1469,1940,1943,1944,170],{},"Go to ",[161,1938,1939],{},"Clients",[161,1941,1942],{},"Add Client",". You can also add a client from the booking panel with ",[161,1945,1946],{},"New client",[179,1948,1950],{"id":1949},"fill-in-the-profile","Fill in the profile",[146,1952,1953,1954,189,1957,1959,1960,1963,1964,189,1966,1969],{},"Enter their ",[161,1955,1956],{},"First name",[161,1958,496],{},", which are required. With more than one location, choose their ",[161,1961,1962],{},"Home location"," too. Add an ",[161,1965,493],{},[161,1967,1968],{},"Birthday"," (month and day, with the year if you know it) if you have them.",[146,1971,1972,1973,1643,1976,1979],{},"If the email or phone already belongs to a client, the form says so straight away, such as ",[161,1974,1975],{},"Jordan Hayes already uses this email",[161,1977,1978],{},"Use this client"," to open their record instead. A phone number can still be shared, since families often share one.",[179,1981,1983],{"id":1982},"add-anything-else","Add anything else",[146,1985,1986,1987,490,1990,189,1993,1996,1997,2000,2001,490,2004,490,2007,490,2010,189,2013,170],{},"Use ",[161,1988,1989],{},"Additional info",[161,1991,1992],{},"Address",[161,1994,1995],{},"Emergency contacts"," as needed. Under ",[161,1998,1999],{},"Notifications",", choose what they're sent: ",[161,2002,2003],{},"Appointment emails",[161,2005,2006],{},"Appointment SMS",[161,2008,2009],{},"Marketing emails",[161,2011,2012],{},"Marketing SMS",[161,2014,2015],{},"Birthday messages",[179,2017,2019],{"id":2018},"save","Save",[146,2021,225,2022,2024],{},[161,2023,2019],{}," at the top. They appear in your list straight away.",[554,2026],{"alt":2027,"height":2028,"src":2029,"width":2030},"The Profile section of the new client form: a photo, First name and Phone marked as required, Last name, Email, Birthday as month and day with an optional year, Home location marked as required and set to Main, Gender and Pronouns.",764,"\u002Fhelp\u002Fclients\u002Fadd-and-find-clients\u002Fadd-client.webp",916,[598,2032,2033],{},[146,2034,2035,2036,2038,2039,170],{},"Marketing messages need the client's agreement. Turning on ",[161,2037,2006],{}," doesn't allow you to send them offers. See ",[166,2040,2042],{"href":2041},"\u002Fhelp\u002Fclients\u002Fmarketing-consent-and-unsubscribes","Marketing consent and unsubscribes",[150,2044,2046],{"id":2045},"find-a-client","Find a client",[146,2048,1936,2049,2051,2052,2055,2056,2060,2061,1131,2064,2060,2067,2069],{},[161,2050,1939],{}," and type in ",[161,2053,2054],{},"Search name, email, or phone…",". To find someone from any page, press ",[2057,2058,2059],"code",{},"Ctrl"," ",[2057,2062,2063],{},"K",[2057,2065,2066],{},"⌘",[2057,2068,2063],{}," on a Mac).",[146,2071,2072,2073,263,2076,2079,2080,2083],{},"Narrow the list with the tags under the search, such as ",[161,2074,2075],{},"returning",[161,2077,2078],{},"Blocked",". ",[161,2081,2082],{},"All locations"," shows everyone; choose a location to see clients who have booked there.",[554,2085],{"alt":2086,"height":2087,"src":2088,"width":2089},"The client list showing clients of Main, filtered by the returning tag: each client's name, email and phone, tags, last visit and lifetime spend, with a more actions button on each row.",590,"\u002Fhelp\u002Fclients\u002Fadd-and-find-clients\u002Fdirectory.webp",1180,[146,2091,2092,2093,2095,2096,490,2099,490,2102,490,2105,189,2108,170],{},"Select a client's name to open their profile. The ",[161,2094,1855],{}," on each row offers ",[161,2097,2098],{},"View client",[161,2100,2101],{},"Book appointment",[161,2103,2104],{},"Edit",[161,2106,2107],{},"Send Form",[161,2109,2110],{},"Delete",[150,2112,2114],{"id":2113},"work-on-many-clients-at-once","Work on many clients at once",[176,2116,2117,2121,2124,2128],{},[179,2118,2120],{"id":2119},"select-them","Select them",[146,2122,2123],{},"Tick the box beside each client, or the box at the top to select everyone on the page.",[179,2125,2127],{"id":2126},"choose-what-to-do","Choose what to do",[146,2129,2130,2131,2133,2134,490,2136,490,2139,189,2142,170],{},"The bar at the bottom offers ",[161,2132,850],{}," (add or remove a tag), ",[161,2135,2107],{},[161,2137,2138],{},"Send to campaign",[161,2140,2141],{},"Export",[161,2143,2110],{},[150,2145,2147],{"id":2146},"export-clients","Export clients",[146,2149,225,2150,2152],{},[161,2151,2141],{}," at the top of the list. It downloads all your clients as a spreadsheet file, or only the ones you've selected.",[150,2154,2156],{"id":2155},"merge-duplicates","Merge duplicates",[146,2158,2159],{},"When the same person has two records, for example one from an import and one made at the desk, their history is split. Merging puts it back together. Only admins and owners can merge.",[176,2161,2162,2166,2172,2176,2179,2183,2198,2202],{},[179,2163,2165],{"id":2164},"open-the-record-to-keep","Open the record to keep",[146,2167,2168,2169,170],{},"Open the client's profile and select ",[161,2170,2171],{},"Actions → Merge profiles",[179,2173,2175],{"id":2174},"find-the-duplicate","Find the duplicate",[146,2177,2178],{},"Search for the other record by name or email and select it.",[179,2180,2182],{"id":2181},"check-the-merge","Check the merge",[146,2184,2185,2186,2189,2190,2193,2194,2197],{},"The review shows which record you're ",[161,2187,2188],{},"Keeping"," and which you're ",[161,2191,2192],{},"Merging & removing",". Where details differ, the kept record's value wins. To keep the other record instead, select ",[161,2195,2196],{},"Swap, keep"," and their name.",[179,2199,2201],{"id":2200},"merge","Merge",[146,2203,225,2204,170],{},[161,2205,2206],{},"Merge profiles",[146,2208,2209,2210,2213],{},"Appointments, sales, forms, emails, memberships and wallet balances move to the record you kept, and the duplicate is removed. If you merged the wrong pair, select ",[161,2211,2212],{},"Undo"," in the message straight after.",[150,2215,2217],{"id":2216},"bring-in-a-list-from-elsewhere","Bring in a list from elsewhere",[146,2219,2220,2221,2224,2225,170],{},"Don't type them in one by one. ",[161,2222,2223],{},"Import"," at the top of the list matches the columns of a spreadsheet from your old system and skips people you already have. See ",[166,2226,2228],{"href":2227},"\u002Fhelp\u002Fsettings\u002Fimport-your-data","Import your data",[150,2230,306],{"id":305},[146,2232,2233,2234,170],{},"The client appears when you search for them, and their profile opens with everything you entered. See ",[166,2235,2237],{"href":2236},"\u002Fhelp\u002Fclients\u002Fread-a-clients-profile","Read a client's profile",[150,2239,317],{"id":316},[179,2241,2243],{"id":2242},"a-client-with-this-email-already-exists","\"A client with this email already exists\"",[146,2245,2246,2247,2249],{},"Someone already has that email address, and the form named them as you typed it. Select ",[161,2248,1978],{},", or search for them, instead of making a second record. If it really is a different person, use a different email.",[179,2251,2253],{"id":2252},"i-cant-find-a-client-i-know-exists","I can't find a client I know exists",[146,2255,2256,2257,2259,2260,2262],{},"Check that no tag or ",[161,2258,2078],{}," filter is on, and that ",[161,2261,2082],{}," is selected. If you only see some clients, your role shows the clients you're assigned to.",[179,2264,2266],{"id":2265},"phone-numbers-or-spend-show-as-hidden","Phone numbers or spend show as hidden",[146,2268,2269],{},"Your role doesn't include that information. Ask an admin.",{"title":359,"searchDepth":23,"depth":23,"links":2271},[2272,2273,2279,2280,2284,2285,2291,2292,2293],{"id":152,"depth":23,"text":153},{"id":1926,"depth":23,"text":1927,"children":2274},[2275,2276,2277,2278],{"id":1932,"depth":33,"text":1933},{"id":1949,"depth":33,"text":1950},{"id":1982,"depth":33,"text":1983},{"id":2018,"depth":33,"text":2019},{"id":2045,"depth":23,"text":2046},{"id":2113,"depth":23,"text":2114,"children":2281},[2282,2283],{"id":2119,"depth":33,"text":2120},{"id":2126,"depth":33,"text":2127},{"id":2146,"depth":23,"text":2147},{"id":2155,"depth":23,"text":2156,"children":2286},[2287,2288,2289,2290],{"id":2164,"depth":33,"text":2165},{"id":2174,"depth":33,"text":2175},{"id":2181,"depth":33,"text":2182},{"id":2200,"depth":33,"text":2201},{"id":2216,"depth":23,"text":2217},{"id":305,"depth":23,"text":306},{"id":316,"depth":23,"text":317,"children":2294},[2295,2296,2297],{"id":2242,"depth":33,"text":2243},{"id":2252,"depth":33,"text":2253},{"id":2265,"depth":33,"text":2266},"Add a client, find anyone in your client list, work on many clients at once, and merge duplicates without losing their history.","i-lucide-user-plus",[2301,2302,2303,2304,2305,2306],"add a new client","find a client","merge duplicate clients","export clients","bulk tag clients","client already exists",{},"\u002Fhelp\u002Fclients\u002Fadd-and-find-clients",[2236,2310,2227],"\u002Fhelp\u002Fclients\u002Fclient-tags-and-filters",{"title":1899,"description":2298},"help\u002Fclients\u002Fadd-and-find-clients","C3NGExlxjXxzS-AQmkAa2Bp9VO8AwtmfOSt1kGCHn5c",{"id":2315,"title":2316,"audience":7,"body":2317,"category":14,"description":2921,"draft":386,"extension":387,"icon":10,"keywords":2922,"locale":11,"meta":2929,"navigation":398,"order":103,"path":2930,"related":2931,"seo":2933,"sourceHash":402,"stem":2934,"translationReviewed":386,"updatedAt":2935,"__hash__":2936},"help\u002Fhelp\u002Fgetting-started\u002Fwelcome.md","Find your way around Owneli",{"type":143,"value":2318,"toc":2902},[2319,2322,2326,2329,2443,2452,2469,2473,2491,2493,2498,2582,2596,2611,2615,2647,2653,2657,2660,2662,2684,2689,2693,2696,2749,2765,2771,2775,2778,2833,2843,2847,2851,2859,2863,2873,2877,2887],[146,2320,2321],{},"Everything in Owneli is reachable from one short sidebar. Learn its shape once and you can open any page in one or two clicks.",[150,2323,2325],{"id":2324},"the-sidebar-at-a-glance","The sidebar at a glance",[146,2327,2328],{},"From top to bottom:",[721,2330,2331,2341],{},[724,2332,2333],{},[727,2334,2335,2338],{},[730,2336,2337],{},"Part",[730,2339,2340],{},"What's in it",[737,2342,2343,2352,2362,2371,2380,2389,2403,2413,2423,2433],{},[727,2344,2345,2349],{},[742,2346,2347],{},[161,2348,312],{},[742,2350,2351],{},"Your home: clock in, today's schedule, anything that needs action, and the day's numbers.",[727,2353,2354,2359],{},[742,2355,2356],{},[161,2357,2358],{},"Calendar",[742,2360,2361],{},"Every appointment, for every team member, on one grid.",[727,2363,2364,2368],{},[742,2365,2366],{},[161,2367,1425],{},[742,2369,2370],{},"Sell services, products, memberships and gift cards, and run the cash drawer.",[727,2372,2373,2377],{},[742,2374,2375],{},[161,2376,1939],{},[742,2378,2379],{},"Clients, Messages, Submissions, Forms, Care Guides, Emails.",[727,2381,2382,2386],{},[742,2383,2384],{},[161,2385,59],{},[742,2387,2388],{},"Services, Notes, Planner (once the free Planner add-on is on), Time off, Policies, Incidents.",[727,2390,2391,2396],{},[742,2392,2393],{},[161,2394,2395],{},"Retail",[742,2397,2398,2399,2402],{},"Memberships, Packages, Discounts, Products, Inventory, Purchase orders, Vendors. Under ",[161,2400,2401],{},"Sold items",": Memberships sold, Packages sold, Gift cards sold, Product orders.",[727,2404,2405,2410],{},[742,2406,2407],{},[161,2408,2409],{},"Growth",[742,2411,2412],{},"Reports, Reviews, Campaigns, Automations, Loyalty.",[727,2414,2415,2420],{},[742,2416,2417],{},[161,2418,2419],{},"Team",[742,2421,2422],{},"Team, Scheduling.",[727,2424,2425,2430],{},[742,2426,2427],{},[161,2428,2429],{},"Add-ons",[742,2431,2432],{},"The extras your business can switch on, such as Planner. For admins and owners.",[727,2434,2435,2440],{},[742,2436,2437],{},[161,2438,2439],{},"Settings",[742,2441,2442],{},"Everything you set up once: business details, locations, booking rules, payments, roles, and more.",[146,2444,2445,490,2447,189,2449,2451],{},[161,2446,312],{},[161,2448,2358],{},[161,2450,1425],{}," are always one click away. The five groups in the middle open like drawers: select a group's name to show its pages. The group that holds the page you're on opens by itself.",[2453,2454,2455],"note",{},[146,2456,2457,2458,2460,2461,1144,2464,470,2466,2468],{},"You only see what your role can open. Most staff don't see ",[161,2459,2409],{}," (which holds ",[161,2462,2463],{},"Reports",[161,2465,2429],{},[161,2467,2439],{}," at all.",[150,2470,2472],{"id":2471},"reading-the-sidebar","Reading the sidebar",[155,2474,2475,2485],{},[158,2476,2477,2480,2481,2484],{},[161,2478,2479],{},"An eye icon"," beside a link means ",[161,2482,2483],{},"View only",": you can read the page but not change anything.",[158,2486,2487,2490],{},[161,2488,2489],{},"A number"," beside a link counts things waiting on you, such as unread client messages, notes to sign, or time-off requests to approve. When a group is closed, its numbers add up on the group's name.",[150,2492,2439],{"id":94},[146,2494,2495,2497],{},[161,2496,2439],{}," is for admins. It opens on an overview: a search that finds a setting by what it does (\"no-show fee\", \"tax\"), anything that needs your attention, and six areas, each showing how its settings are set right now. Open an area and its settings are listed down the left:",[721,2499,2500,2510],{},[724,2501,2502],{},[727,2503,2504,2507],{},[730,2505,2506],{},"Area",[730,2508,2509],{},"What you set there",[737,2511,2512,2522,2532,2542,2552,2562,2572],{},[727,2513,2514,2519],{},[742,2515,2516],{},[161,2517,2518],{},"Business",[742,2520,2521],{},"Business details, Locations, Region & formats, Goals & digest",[727,2523,2524,2529],{},[742,2525,2526],{},[161,2527,2528],{},"Booking",[742,2530,2531],{},"Booking rules, Online booking, Closed periods, Cancellation reasons, Blocked time types, Status labels, Rooms & equipment, Kiosk devices",[727,2533,2534,2539],{},[742,2535,2536],{},[161,2537,2538],{},"Payments & selling",[742,2540,2541],{},"Card payments, Payment policy, Tips, Tax rates, Smart pricing, Online store, Petty cash",[727,2543,2544,2549],{},[742,2545,2546],{},[161,2547,2548],{},"Clients & messages",[742,2550,2551],{},"Texting & calls, Marketing guardrails, Reviews",[727,2553,2554,2559],{},[742,2555,2556],{},[161,2557,2558],{},"Team & access",[742,2560,2561],{},"Team members, Roles, Security & AI, Time off & notifications, Payroll, Accountants",[727,2563,2564,2569],{},[742,2565,2566],{},[161,2567,2568],{},"Plan & data",[742,2570,2571],{},"Billing, Add-ons, Import, Data & privacy, Audit log",[727,2573,2574,2579],{},[742,2575,2576],{},[161,2577,2578],{},"Just you",[742,2580,2581],{},"Profile, Language, Menu",[146,2583,2584,2585,490,2587,490,2590,189,2593,170],{},"Below each area's list are links to related pages that live elsewhere in Owneli, such as ",[161,2586,1150],{},[161,2588,2589],{},"Working hours",[161,2591,2592],{},"Discounts",[161,2594,2595],{},"Email templates",[146,2597,2598,2599,2601,2602,490,2605,189,2608,170],{},"Everyone, admin or not, can open ",[161,2600,2439],{}," from the account menu (your name or initials at the foot of the sidebar, or your initials in the top bar on a phone) to change their own ",[161,2603,2604],{},"Profile",[161,2606,2607],{},"Language",[161,2609,2610],{},"Menu",[150,2612,2614],{"id":2613},"hide-pages-you-dont-use","Hide pages you don't use",[176,2616,2617,2621,2628,2630,2637,2641],{},[179,2618,2620],{"id":2619},"open-your-menu-settings","Open your menu settings",[146,2622,2623,2624,1574,2626,170],{},"Open the account menu, select ",[161,2625,2439],{},[161,2627,2610],{},[179,2629,1121],{"id":1120},[146,2631,2632,2633,2636],{},"Turn off any page you never open. Pages marked ",[161,2634,2635],{},"Always visible"," can't be hidden.",[179,2638,2640],{"id":2639},"undo-it-any-time","Undo it any time",[146,2642,225,2643,2646],{},[161,2644,2645],{},"Restore default"," to bring every page back.",[146,2648,2649,2650,170],{},"This only changes your own sidebar. A hidden page still opens from search or a direct link. A small business also starts with a few pages hidden, marked ",[161,2651,2652],{},"Hidden: not usually needed for a business your size",[150,2654,2656],{"id":2655},"expand-or-collapse-the-sidebar","Expand or collapse the sidebar",[146,2658,2659],{},"On a computer, the sidebar starts collapsed to a column of icons. Select a group's icon to open its pages beside it, or hover over an icon to see its name. To show the full sidebar, select the small chevron on its right edge. Owneli remembers your choice on this device.",[150,2661,1277],{"id":1276},[146,2663,2664,2665,490,2667,490,2669,490,2672,189,2674,2079,2677,2679,2680,2683],{},"There's no sidebar on a phone. A tab bar runs along the bottom: ",[161,2666,312],{},[161,2668,2358],{},[161,2670,2671],{},"Sell",[161,2673,1939],{},[161,2675,2676],{},"More",[161,2678,2676],{}," lists every other page, with a ",[161,2681,2682],{},"Find a page"," search at the top.",[146,2685,2686,2687,170],{},"If an article names a sidebar page you can't see on your phone, look under ",[161,2688,2676],{},[150,2690,2692],{"id":2691},"the-top-bar","The top bar",[146,2694,2695],{},"The bar along the top of every page carries:",[155,2697,2698,2704,2713,2719,2737,2744],{},[158,2699,2700,2703],{},[161,2701,2702],{},"The business and location switchers",", which show where you're working. Select one to switch, when you belong to more than one business or work at more than one location.",[158,2705,2706,2709,2710,170],{},[161,2707,2708],{},"Setup",", a progress ring, for owners and admins while setup steps are left and the sidebar is collapsed. Select it to see what's next. With the sidebar open, the same ring sits at its foot as ",[161,2711,2712],{},"Finish setup",[158,2714,2715,2718],{},[161,2716,2717],{},"Send",": send a form, a care guide or an email to a client from any page.",[158,2720,2721,2724,2725,2728,2729,2732,2733,170],{},[161,2722,2723],{},"Ask Oryx",", the sparkles button, for admins and owners when the business uses Oryx. Press ",[2057,2726,2727],{},"Ctrl+J"," (Windows) or ",[2057,2730,2731],{},"⌘J"," (Mac) to open it from anywhere. See ",[166,2734,2736],{"href":2735},"\u002Fhelp\u002Fgrowth\u002Fmeet-oryx-your-ai-assistant","Meet Oryx, your AI assistant",[158,2738,2739,189,2741,170],{},[161,2740,2607],{},[161,2742,2743],{},"dark mode",[158,2745,2746,2748],{},[161,2747,1999],{},": the bell, with a count when something is unread.",[146,2750,2751,2752,2755,2756,2728,2759,2762,2763,170],{},"To search, select ",[161,2753,2754],{},"Search"," at the top of the sidebar, or press ",[2057,2757,2758],{},"Ctrl+K",[2057,2760,2761],{},"⌘K"," (Mac) on any page. With the sidebar collapsed, or on a phone, the search button moves to the top bar. Select the Owneli logo to go back to ",[161,2764,312],{},[146,2766,2767,2768,2770],{},"On a phone the top bar is a slim strip with only what you need from anywhere: the location (when you have a choice), search, Oryx, notifications and your initials. ",[161,2769,2717],{},", language and dark mode aren't there.",[150,2772,2774],{"id":2773},"the-account-menu","The account menu",[146,2776,2777],{},"Your name at the foot of the sidebar (your initials when it's collapsed, or in the top bar on a phone) opens the account menu:",[155,2779,2780,2785,2798,2803,2809,2819,2828],{},[158,2781,2782,2784],{},[161,2783,2723],{},", when Oryx is on for you.",[158,2786,2787,490,2790,490,2792,189,2795,170],{},[161,2788,2789],{},"My profile",[161,2791,2439],{},[161,2793,2794],{},"Help centre",[161,2796,2797],{},"Contact Owneli support",[158,2799,2800,2802],{},[161,2801,1999],{},", a switch for notifications on this device.",[158,2804,2805,2808],{},[161,2806,2807],{},"System status",", for admins.",[158,2810,2811,2814,2815,170],{},[161,2812,2813],{},"Install app",", when this browser can install Owneli. See ",[166,2816,2818],{"href":2817},"\u002Fhelp\u002Fgetting-started\u002Finstall-owneli-on-your-phone","Install Owneli on your phone",[158,2820,2821,470,2824,2827],{},[161,2822,2823],{},"Expand sidebar",[161,2825,2826],{},"Collapse sidebar",", on a computer.",[158,2829,2830,170],{},[161,2831,2832],{},"Sign out",[146,2834,2835,2836,2838,2839,2842],{},"On a phone, ",[161,2837,2607],{}," is here too, and ",[161,2840,2841],{},"Switch business"," when you belong to more than one business.",[150,2844,2846],{"id":2845},"common-questions","Common questions",[179,2848,2850],{"id":2849},"where-did-reports-go","Where did Reports go?",[146,2852,2853,2855,2856,2858],{},[161,2854,2463],{}," is the first page in the ",[161,2857,2409],{}," group of the sidebar. If you don't see it, your role doesn't include reports.",[179,2860,2862],{"id":2861},"a-page-i-need-isnt-in-my-sidebar","A page I need isn't in my sidebar",[146,2864,2865,2866,2869,2870,2872],{},"Either your role can't open it, or it's hidden in your menu. Check ",[161,2867,2868],{},"Settings → Just you → Menu"," first and select ",[161,2871,2645],{},". If it's still missing, ask an admin to add it to your role.",[179,2874,2876],{"id":2875},"where-is-the-cash-drawer","Where is the cash drawer?",[146,2878,2879,2880,2882,2883,2886],{},"Open ",[161,2881,1425],{},", then the ",[161,2884,2885],{},"Cash drawer"," tab.",[2888,2889,2890],"tip",{},[146,2891,2892,2893,2897,2898,170],{},"New business? Start with ",[166,2894,2896],{"href":2895},"\u002Fhelp\u002Fgetting-started\u002Fset-up-your-workspace","Set up your workspace",". Joining a team that's already set up? Read ",[166,2899,2901],{"href":2900},"\u002Fhelp\u002Fgetting-started\u002Fyour-day-in-owneli","Your day in Owneli",{"title":359,"searchDepth":23,"depth":23,"links":2903},[2904,2905,2906,2907,2912,2913,2914,2915,2916],{"id":2324,"depth":23,"text":2325},{"id":2471,"depth":23,"text":2472},{"id":94,"depth":23,"text":2439},{"id":2613,"depth":23,"text":2614,"children":2908},[2909,2910,2911],{"id":2619,"depth":33,"text":2620},{"id":1120,"depth":33,"text":1121},{"id":2639,"depth":33,"text":2640},{"id":2655,"depth":23,"text":2656},{"id":1276,"depth":23,"text":1277},{"id":2691,"depth":23,"text":2692},{"id":2773,"depth":23,"text":2774},{"id":2845,"depth":23,"text":2846,"children":2917},[2918,2919,2920],{"id":2849,"depth":33,"text":2850},{"id":2861,"depth":33,"text":2862},{"id":2875,"depth":33,"text":2876},"A two-minute tour of the sidebar, the top bar, the account menu and the phone tab bar, so you can reach any page in one or two taps.",[2923,2924,2925,2926,2927,2928],"where is","sidebar menu","find a page","navigation","missing menu item","where did reports go",{},"\u002Fhelp\u002Fgetting-started\u002Fwelcome",[2895,2900,2932],"\u002Fhelp\u002Fgetting-started\u002Fsearch-everything",{"title":2316,"description":2921},"help\u002Fgetting-started\u002Fwelcome","2026-10-28","jOHnv1vbACrYzHS4tS5JLE306Y5ezZH8w5UWBLgAcJk",{"id":2938,"title":2939,"audience":7,"body":2940,"category":84,"description":3259,"draft":386,"extension":387,"icon":3260,"keywords":3261,"locale":11,"meta":3267,"navigation":398,"order":103,"path":3268,"related":3269,"seo":3271,"sourceHash":402,"stem":3272,"translationReviewed":386,"updatedAt":697,"__hash__":3273},"help\u002Fhelp\u002Fgrowth\u002Ffind-and-read-a-report.md","Find and read a report",{"type":143,"value":2941,"toc":3240},[2942,2957,2959,2966,2970,3066,3071,3079,3083,3098,3102,3115,3118,3122,3128,3197,3209,3211,3214,3216,3220,3223,3227,3230,3234],[146,2943,2944,2945,2948,2949,2952,2953,2956],{},"All your reports are in one place: ",[161,2946,2947],{},"Growth → Reports"," in the sidebar. They come in two kinds. ",[161,2950,2951],{},"Dashboards"," give an overview of an area, such as sales or clients. ",[161,2954,2955],{},"Standard"," reports answer one question in a table. Which reports you see depends on your role.",[150,2958,153],{"id":152},[155,2960,2961],{},[158,2962,2963,2965],{},[161,2964,1421],{}," anyone whose role includes reports. Team members usually see only their own figures, and pay figures need their own permission.",[150,2967,2969],{"id":2968},"find-and-open-a-report","Find and open a report",[176,2971,2972,2976,3000,3004,3021,3025,3049,3053,3056,3060],{},[179,2973,2975],{"id":2974},"open-reports","Open Reports",[146,2977,225,2978,2980,2981,2984,2985,2988,2989,2992,2993,2996,2997,170],{},[161,2979,2947],{}," in the sidebar. The page opens on ",[161,2982,2983],{},"Last 30 days",", a quick look at the business with a link to the ",[161,2986,2987],{},"Performance dashboard",", and ",[161,2990,2991],{},"Your reports",": your ",[161,2994,2995],{},"Favourites"," and what you've ",[161,2998,2999],{},"Recently viewed",[179,3001,3003],{"id":3002},"search-or-start-with-a-question","Search, or start with a question",[146,3005,3006,3007,1083,3010,470,3013,3016,3017,3020],{},"Type in the search box at the top to find a report by name. Or choose a card under ",[161,3008,3009],{},"Start with a question",[161,3011,3012],{},"What am I selling?",[161,3014,3015],{},"How busy is my calendar?",". Each card lists a few reports to start with, and ",[161,3018,3019],{},"See all"," opens the whole group.",[179,3022,3024],{"id":3023},"or-browse-every-report","Or browse every report",[146,3026,3027,3028,3031,3032,490,3035,490,3037,470,3039,3041,3042,189,3045,3048],{},"On the ",[161,3029,3030],{},"Every report"," card, select ",[161,3033,3034],{},"All reports",[161,3036,2995],{},[161,3038,2951],{},[161,3040,2955],{},". On the list, the ",[161,3043,3044],{},"Show",[161,3046,3047],{},"Groups"," chips narrow it further.",[179,3050,3052],{"id":3051},"open-it","Open it",[146,3054,3055],{},"Select the report.",[179,3057,3059],{"id":3058},"choose-the-dates","Choose the dates",[146,3061,3062,3063,3065],{},"Use the date control, such as ",[161,3064,2983],{},". Your choice follows you to other reports, so you always compare like with like.",[554,3067],{"alt":3068,"height":3069,"src":3070,"width":2089},"Start with a question on the Reports page: cards for Operations (How is my business doing?), Sales (What am I selling?), Appointments (How busy is my calendar?), Clients (Are my clients coming back?), Team, Finance and Inventory, each listing three reports and See all, and the Every report card with All reports, Favourites, Dashboards and Standard.",900,"\u002Fhelp\u002Fgrowth\u002Ffind-and-read-a-report\u002Freports.webp",[2888,3072,3073],{},[146,3074,3075,3076,3078],{},"Star the reports you use every week, such as daily takings and no-shows. They appear under ",[161,3077,2995],{}," on the Reports page, on every device you use.",[150,3080,3082],{"id":3081},"compare-with-another-period","Compare with another period",[146,3084,3085,3086,3089,3090,3093,3094,3097],{},"Set ",[161,3087,3088],{},"Compare to"," to ",[161,3091,3092],{},"Previous period"," (the same length of time just before) or ",[161,3095,3096],{},"Previous year"," (the same dates a year ago). Each figure shows its earlier value and the change. For a seasonal business, the previous year is usually fairer.",[150,3099,3101],{"id":3100},"filter-and-group","Filter and group",[146,3103,3104,3105,490,3108,189,3111,3114],{},"Most reports filter by location, team member and service. Some tables also have ",[161,3106,3107],{},"Group by",[161,3109,3110],{},"Filters",[161,3112,3113],{},"Columns",". Filters are saved in the page address, so a link you share opens the same view.",[146,3116,3117],{},"Many figures link to what's behind them: select a number or a row to see the sales or appointments it adds up.",[150,3119,3121],{"id":3120},"export-or-reuse-it","Export or reuse it",[146,3123,2879,3124,3127],{},[161,3125,3126],{},"Options"," on a report:",[721,3129,3130,3139],{},[724,3131,3132],{},[727,3133,3134,3137],{},[730,3135,3136],{},"Option",[730,3138,735],{},[737,3140,3141,3151,3161,3171,3181],{},[727,3142,3143,3148],{},[742,3144,3145],{},[161,3146,3147],{},"Export CSV",[742,3149,3150],{},"Downloads every row straight away",[727,3152,3153,3158],{},[742,3154,3155],{},[161,3156,3157],{},"Export Excel (.xlsx)",[742,3159,3160],{},"A spreadsheet file",[727,3162,3163,3168],{},[742,3164,3165],{},[161,3166,3167],{},"Export PDF",[742,3169,3170],{},"A formatted PDF",[727,3172,3173,3178],{},[742,3174,3175],{},[161,3176,3177],{},"Duplicate",[742,3179,3180],{},"Starts your own copy you can change",[727,3182,3183,3188],{},[742,3184,3185],{},[161,3186,3187],{},"Add to favourites",[742,3189,3190,3191,2079,3193,3196],{},"Pins it under ",[161,3192,2995],{},[161,3194,3195],{},"Remove from favourites"," takes it off again",[146,3198,3199,3200,3204,3205,170],{},"See ",[166,3201,3203],{"href":3202},"\u002Fhelp\u002Fgrowth\u002Fexport-a-report","Export a report",". To answer your own \"X by Y\" question, see ",[166,3206,3208],{"href":3207},"\u002Fhelp\u002Fgrowth\u002Fbuild-a-custom-report","Build a custom report",[150,3210,306],{"id":305},[146,3212,3213],{},"The figures match the date range and location you chose. Change the dates and the figures update.",[150,3215,317],{"id":316},[179,3217,3219],{"id":3218},"two-people-see-different-numbers","Two people see different numbers",[146,3221,3222],{},"Check, in order: the date range, the location in the location pill, and each person's role. Team members often see only their own figures.",[179,3224,3226],{"id":3225},"no-data-for-this-range","\"No data for this range\"",[146,3228,3229],{},"Try a wider date range or another location.",[179,3231,3233],{"id":3232},"not-sure-which-report-to-open","Not sure which report to open?",[146,3235,3199,3236],{},[166,3237,3239],{"href":3238},"\u002Fhelp\u002Fgrowth\u002Fwhich-report-answers-my-question","Which report answers my question?",{"title":359,"searchDepth":23,"depth":23,"links":3241},[3242,3243,3250,3251,3252,3253,3254],{"id":152,"depth":23,"text":153},{"id":2968,"depth":23,"text":2969,"children":3244},[3245,3246,3247,3248,3249],{"id":2974,"depth":33,"text":2975},{"id":3002,"depth":33,"text":3003},{"id":3023,"depth":33,"text":3024},{"id":3051,"depth":33,"text":3052},{"id":3058,"depth":33,"text":3059},{"id":3081,"depth":23,"text":3082},{"id":3100,"depth":23,"text":3101},{"id":3120,"depth":23,"text":3121},{"id":305,"depth":23,"text":306},{"id":316,"depth":23,"text":317,"children":3255},[3256,3257,3258],{"id":3218,"depth":33,"text":3219},{"id":3225,"depth":33,"text":3226},{"id":3232,"depth":33,"text":3233},"Find the report you need, choose the dates, compare with an earlier period, filter it, and export or copy it.","i-lucide-bar-chart-3",[3262,3263,3264,3265,3266],"find a report","reports dashboard","compare to last year","report date range","favourite reports",{},"\u002Fhelp\u002Fgrowth\u002Ffind-and-read-a-report",[1439,3270],"\u002Fhelp\u002Fretail\u002Fgift-cards",{"title":2939,"description":3259},"help\u002Fgrowth\u002Ffind-and-read-a-report","GDM-Pzma4C0yLTiNyVkyrvjhzSc4nXw568Ajq0bY2tw",{"id":3275,"title":3276,"audience":7,"body":3277,"category":64,"description":3571,"draft":386,"extension":387,"icon":3572,"keywords":3573,"locale":11,"meta":3579,"navigation":398,"order":103,"path":3580,"related":3581,"seo":3583,"sourceHash":402,"stem":3584,"translationReviewed":386,"updatedAt":2935,"__hash__":3585},"help\u002Fhelp\u002Foperations\u002Fnotes-your-team-playbook.md","Notes: your team playbook",{"type":143,"value":3278,"toc":3551},[3279,3285,3287,3294,3298,3422,3431,3435,3453,3457,3475,3479,3502,3506,3513,3515,3525,3527,3531,3544,3548],[146,3280,3281,3282,170],{},"Notes are your team's written know-how: the laser protocol, the autoclave checklist, what to do if someone faints. They're searchable, keep a history of every version, and can ask the team to confirm they've read them. Notes live under ",[161,3283,3284],{},"Operations → Notes",[150,3286,153],{"id":152},[155,3288,3289],{},[158,3290,3291,3293],{},[161,3292,1421],{}," anyone whose role includes notes can read them; writing and publishing needs permission to manage notes.",[150,3295,3297],{"id":3296},"write-a-note","Write a note",[176,3299,3300,3302,3309,3313,3335,3339,3354,3358,3382,3386,3404,3408],{},[179,3301,277],{"id":276},[146,3303,1936,3304,1469,3306,170],{},[161,3305,3284],{},[161,3307,3308],{},"New note",[179,3310,3312],{"id":3311},"choose-a-category","Choose a category",[146,3314,3315,3316,490,3319,490,3322,490,3325,490,3328,470,3331,3334],{},"Choose ",[161,3317,3318],{},"Treatment",[161,3320,3321],{},"Equipment",[161,3323,3324],{},"Training",[161,3326,3327],{},"Emergency",[161,3329,3330],{},"Personal",[161,3332,3333],{},"Other",". The prompt changes to suit it.",[179,3336,3338],{"id":3337},"write-it","Write it",[146,3340,3341,3342,3345,3346,3349,3350,3353],{},"Enter a clear ",[161,3343,3344],{},"Title",", add tags (press Enter or a comma after each), and write ",[161,3347,3348],{},"The how",": what it's for, when it applies, what to watch for. Add ",[161,3351,3352],{},"Steps"," only when the order matters, such as \"press the kill switch, evacuate, call the doctor\".",[179,3355,3357],{"id":3356},"choose-who-sees-it","Choose who sees it",[146,3359,1203,3360,1207,3363,3366,3367,3370,3371,3374,3375,3378,3379,3381],{},[161,3361,3362],{},"Reach",[161,3364,3365],{},"Private"," (only you), ",[161,3368,3369],{},"My team"," (you, your managers up the line and everyone who reports to you) or ",[161,3372,3373],{},"Org-wide",". The line comes from ",[161,3376,3377],{},"Reports to"," on each person in ",[161,3380,2419],{},". Owners and admins can open every published note, whatever its reach.",[179,3383,3385],{"id":3384},"ask-for-sign-off-if-needed","Ask for sign-off, if needed",[146,3387,3388,3389,3392,3393,1207,3396,3399,3400,3403],{},"Switch on ",[161,3390,3391],{},"Require team acknowledgment"," so everyone who can see it must mark it as read. Under ",[161,3394,3395],{},"Enforcement",[161,3397,3398],{},"Soft reminder"," (a reminder in their notifications) or ",[161,3401,3402],{},"Hard block, full-screen overlay"," (they can't use the app until they confirm).",[179,3405,3407],{"id":3406},"publish-or-save","Publish or save",[146,3409,225,3410,3413,3414,3417,3418,3421],{},[161,3411,3412],{},"Publish"," to share it now, or ",[161,3415,3416],{},"Save draft"," to finish later. On a phone there's one button at the bottom: turn ",[161,3419,3420],{},"Publish now"," on to publish, or leave it off to save a draft.",[3423,3424,3425],"caution",{},[146,3426,1986,3427,3430],{},[161,3428,3429],{},"Hard block"," only for safety-critical procedures, such as lasers, sharps or emergencies. It stops people working until they confirm.",[150,3432,3434],{"id":3433},"change-a-note","Change a note",[146,3436,3437,3438,3440,3441,3444,3445,3448,3449,3452],{},"Open the note and select ",[161,3439,2104],{},". For a real change to the procedure, tick ",[161,3442,3443],{},"Bump version (material change)"," and say what changed. Everyone is asked to confirm again, and people who confirmed the old version see ",[161,3446,3447],{},"Outdated · you signed v2",". Don't bump the version for a typo, or everyone has to confirm again for nothing. ",[161,3450,3451],{},"History"," keeps every published version.",[150,3454,3456],{"id":3455},"confirm-a-note-youve-been-asked-to-read","Confirm a note you've been asked to read",[146,3458,3459,3460,3463,3464,3466,3467,3470,3471,3474],{},"Notes waiting for you show a count on ",[161,3461,3462],{},"Notes"," in the sidebar and on ",[161,3465,312],{},". Select ",[161,3468,3469],{},"Pending acks"," to see them. Read each one and select ",[161,3472,3473],{},"Acknowledge",". A hard-block note asks you to sign, with a saved signature, your typed name or a drawn one.",[150,3476,3478],{"id":3477},"find-and-look-after-notes","Find and look after notes",[146,3480,3481,3482,3485,3486,3489,3490,3493,3494,3497,3498,3501],{},"Search titles, text and tags together, and filter by ",[161,3483,3484],{},"Category"," and visibility. ",[161,3487,3488],{},"Pin"," the ones you use every day so they stay at the top. On a note, ",[161,3491,3492],{},"Unpublish"," takes it out of circulation, ",[161,3495,3496],{},"Archive"," hides it but keeps it for your records, and ",[161,3499,3500],{},"Start session"," opens it to work through with a trainee.",[150,3503,3505],{"id":3504},"notes-or-policies","Notes or policies?",[146,3507,3508,3509,170],{},"Notes are how you do the work. Policies are rules people must follow at work, such as conduct, safety duties, privacy or employment terms, with a signed record. For those, see ",[166,3510,3512],{"href":3511},"\u002Fhelp\u002Foperations\u002Fpolicies","Policies",[150,3514,306],{"id":305},[146,3516,3517,3518,3521,3522,170],{},"The note appears in the list with its category. If you asked for sign-off, it shows how many have confirmed, such as ",[161,3519,3520],{},"3 \u002F 8 acknowledged",", until ",[161,3523,3524],{},"Everyone caught up",[150,3526,317],{"id":316},[179,3528,3530],{"id":3529},"someone-cant-see-a-note","Someone can't see a note",[146,3532,3533,3534,2079,3536,3538,3539,3541,3542,170],{},"Check its ",[161,3535,3362],{},[161,3537,3369],{}," only reaches your managers and the people who report to you, so check ",[161,3540,3377],{}," on the person in ",[161,3543,2419],{},[179,3545,3547],{"id":3546},"everyone-has-to-sign-again","Everyone has to sign again",[146,3549,3550],{},"The version was bumped. That's expected after a material change.",{"title":359,"searchDepth":23,"depth":23,"links":3552},[3553,3554,3562,3563,3564,3565,3566,3567],{"id":152,"depth":23,"text":153},{"id":3296,"depth":23,"text":3297,"children":3555},[3556,3557,3558,3559,3560,3561],{"id":276,"depth":33,"text":277},{"id":3311,"depth":33,"text":3312},{"id":3337,"depth":33,"text":3338},{"id":3356,"depth":33,"text":3357},{"id":3384,"depth":33,"text":3385},{"id":3406,"depth":33,"text":3407},{"id":3433,"depth":23,"text":3434},{"id":3455,"depth":23,"text":3456},{"id":3477,"depth":23,"text":3478},{"id":3504,"depth":23,"text":3505},{"id":305,"depth":23,"text":306},{"id":316,"depth":23,"text":317,"children":3568},[3569,3570],{"id":3529,"depth":33,"text":3530},{"id":3546,"depth":33,"text":3547},"Write down how your team does things, choose who sees it, ask people to confirm they've read it, and update it so changes reach everyone.","i-lucide-notebook-text",[3574,3575,3576,3577,3578],"write a procedure","team SOP","require acknowledgment","note sign-off","training notes",{},"\u002Fhelp\u002Foperations\u002Fnotes-your-team-playbook",[3582,3511],"\u002Fhelp\u002Foperations\u002Fplanner",{"title":3276,"description":3571},"help\u002Foperations\u002Fnotes-your-team-playbook","3gIO8ZxtSQVlNib1eKcqbu7HyKWHFyk4uCmkM5Dj2Mo",{"id":3587,"title":3588,"audience":120,"body":3589,"category":135,"description":3944,"draft":386,"extension":387,"icon":132,"keywords":3945,"locale":11,"meta":3951,"navigation":398,"order":103,"path":3952,"related":3953,"seo":3954,"sourceHash":402,"stem":3955,"translationReviewed":386,"updatedAt":2935,"__hash__":3956},"help\u002Fhelp\u002Fportal\u002Fyour-account.md","Booking online and using your account",{"type":143,"value":3590,"toc":3927},[3591,3594,3598,3606,3609,3645,3659,3663,3678,3816,3819,3823,3826,3830,3866,3868,3874,3876,3880,3883,3887,3890,3894,3909,3912],[146,3592,3593],{},"You don't need an account to book a visit. If the business offers one, signing in gives you everything in one place: your visits, memberships, credit, rewards and messages.",[150,3595,3597],{"id":3596},"book-without-an-account","Book without an account",[146,3599,3600,3601,3603,3604,170],{},"Open the business's booking page, choose your services and a time, and add your details. See ",[166,3602,408],{"href":693}," Your confirmation has a private link to ",[166,3605,591],{"href":590},[150,3607,196],{"id":3608},"sign-in",[176,3610,3611,3615,3622,3626,3638,3642],{},[179,3612,3614],{"id":3613},"open-the-sign-in-page","Open the sign-in page",[146,3616,3617,3618,3621],{},"Use the link in an email from the business, or ",[161,3619,3620],{},"Your account"," on their booking page.",[179,3623,3625],{"id":3624},"enter-your-email","Enter your email",[146,3627,3628,3629,3631,3632,3635,3636,1770],{},"Type your ",[161,3630,188],{}," and tap ",[161,3633,3634],{},"Email me a sign-in code",". If your email is a Google account, you can tap ",[161,3637,228],{},[179,3639,3641],{"id":3640},"use-the-code","Use the code",[146,3643,3644],{},"Open the email and enter the code, or tap the button in it. New here? Confirming your email sets up your account.",[146,3646,3647,3648,1473,3651,3654,3655,3658],{},"There's no password to remember. If you'd like one, set it in ",[161,3649,3650],{},"Account",[161,3652,3653],{},"Sign-in & security",", then use ",[161,3656,3657],{},"Sign in with a password"," next time.",[150,3660,3662],{"id":3661},"whats-in-your-account","What's in your account",[146,3664,2835,3665,490,3668,189,3671,3674,3675,3677],{},[161,3666,3667],{},"Home",[161,3669,3670],{},"Visits",[161,3672,3673],{},"Messages"," are along the bottom, and ",[161,3676,2676],{}," holds the rest. On a computer, everything is in the menu on the left.",[721,3679,3680,3690],{},[724,3681,3682],{},[727,3683,3684,3687],{},[730,3685,3686],{},"Section",[730,3688,3689],{},"What's there",[737,3691,3692,3704,3721,3733,3747,3760,3774,3784,3794,3807],{},[727,3693,3694,3698],{},[742,3695,3696],{},[161,3697,3667],{},[742,3699,3700,3701],{},"Your next appointment, your membership, and ",[161,3702,3703],{},"Book a new visit",[727,3705,3706,3714],{},[742,3707,3708,1131,3711,3713],{},[161,3709,3710],{},"Appointments",[161,3712,3670],{}," on a phone)",[742,3715,3716,3717,170],{},"Your upcoming and past visits. See ",[166,3718,3720],{"href":3719},"\u002Fhelp\u002Fportal\u002Fyour-appointments","Your appointments",[727,3722,3723,3727],{},[742,3724,3725],{},[161,3726,3673],{},[742,3728,3729,3730,170],{},"Your conversation with the business. See ",[166,3731,3673],{"href":3732},"\u002Fhelp\u002Fportal\u002Fmessages",[727,3734,3735,3740],{},[742,3736,3737],{},[161,3738,3739],{},"Loyalty & rewards",[742,3741,3742,3743,170],{},"Your points and rewards. See ",[166,3744,3746],{"href":3745},"\u002Fhelp\u002Fportal\u002Floyalty-points-and-rewards","Loyalty points and rewards",[727,3748,3749,3753],{},[742,3750,3751],{},[161,3752,1494],{},[742,3754,3755,3756,170],{},"Your plans, what's included and what's left. See ",[166,3757,3759],{"href":3758},"\u002Fhelp\u002Fportal\u002Fyour-membership","Your membership",[727,3761,3762,3767],{},[742,3763,3764],{},[161,3765,3766],{},"Wallet",[742,3768,3769,3770,170],{},"Your credit, gift cards and saved cards. See ",[166,3771,3773],{"href":3772},"\u002Fhelp\u002Fportal\u002Fyour-wallet","Your wallet",[727,3775,3776,3781],{},[742,3777,3778],{},[161,3779,3780],{},"Purchases",[742,3782,3783],{},"Your receipts",[727,3785,3786,3791],{},[742,3787,3788],{},[161,3789,3790],{},"Documents",[742,3792,3793],{},"Agreements you've signed, if there are any",[727,3795,3796,3801],{},[742,3797,3798],{},[161,3799,3800],{},"Refer a friend",[742,3802,3803,3804,170],{},"Your referral link. See ",[166,3805,3800],{"href":3806},"\u002Fhelp\u002Fportal\u002Frefer-a-friend",[727,3808,3809,3813],{},[742,3810,3811],{},[161,3812,3650],{},[742,3814,3815],{},"Your details, notifications, language and sign-in",[146,3817,3818],{},"Not every business turns on every section.",[150,3820,3822],{"id":3821},"more-than-one-business","More than one business",[146,3824,3825],{},"If you visit several businesses that use Owneli, one sign-in covers them all. Tap the business's name at the top to switch. Each keeps its own visits, memberships and points, and looks like itself.",[150,3827,3829],{"id":3828},"your-details-and-notifications","Your details and notifications",[146,3831,1193,3832,3834,3835,490,3838,189,3840,3631,3842,3845,3846,3848,3849,490,3852,189,3855,3858,3859,3862,3863,3865],{},[161,3833,3650],{},", change your ",[161,3836,3837],{},"Full name",[161,3839,493],{},[161,3841,496],{},[161,3843,3844],{},"Save changes",". Under ",[161,3847,1999],{},", switch ",[161,3850,3851],{},"Email updates",[161,3853,3854],{},"SMS reminders",[161,3856,3857],{},"Offers by text"," on or off, and ",[161,3860,3861],{},"App notifications"," for the device you're on. If you replied STOP to the business's texts, it says so here: reply START to their number to get texts again. You can also choose your ",[161,3864,2607],{}," and sign out.",[150,3867,306],{"id":305},[146,3869,3870,3871,3873],{},"You land on ",[161,3872,3667],{},", greeted by name, with your next appointment if you have one.",[150,3875,317],{"id":316},[179,3877,3879],{"id":3878},"no-email-arrived","No email arrived",[146,3881,3882],{},"Wait a minute, then check your spam folder. You can also enter the code from the email instead of tapping the button.",[179,3884,3886],{"id":3885},"we-have-sent-a-lot-of-sign-in-emails","\"We have sent a lot of sign-in emails\"",[146,3888,3889],{},"Too many emails went out in the last hour. Wait a few minutes and try again.",[179,3891,3893],{"id":3892},"i-want-to-delete-my-account","I want to delete my account",[146,3895,1193,3896,3898,3899,429,3902,3905,3906,170],{},[161,3897,3650],{},", under ",[161,3900,3901],{},"Account deletion requests",[161,3903,3904],{},"Request account deletion",". Type your email to confirm, then tap ",[161,3907,3908],{},"Submit request",[146,3910,3911],{},"Owneli reviews every request, not the business, and aims to finish within 30 days. Asking doesn't sign you out or cancel your bookings. The businesses you visit keep the records they must hold by law, such as your visit history, treatment records and payments.",[146,3913,3914,3915,3918,3919,3922,3923,1770],{},"Your request shows under ",[161,3916,3917],{},"Your requests",". You can tap ",[161,3920,3921],{},"Cancel request"," until the review starts. Can't sign in? Use the ",[166,3924,3926],{"href":3925},"\u002Faccount-deletion","account deletion page",{"title":359,"searchDepth":23,"depth":23,"links":3928},[3929,3930,3935,3936,3937,3938,3939],{"id":3596,"depth":23,"text":3597},{"id":3608,"depth":23,"text":196,"children":3931},[3932,3933,3934],{"id":3613,"depth":33,"text":3614},{"id":3624,"depth":33,"text":3625},{"id":3640,"depth":33,"text":3641},{"id":3661,"depth":23,"text":3662},{"id":3821,"depth":23,"text":3822},{"id":3828,"depth":23,"text":3829},{"id":305,"depth":23,"text":306},{"id":316,"depth":23,"text":317,"children":3940},[3941,3942,3943],{"id":3878,"depth":33,"text":3879},{"id":3885,"depth":33,"text":3886},{"id":3892,"depth":33,"text":3893},"Sign in to your account with a business, find your visits, memberships, credit and rewards, and switch between businesses. Written for clients.",[3946,3947,3948,3949,3950],"client account sign in","client portal","sign in with a code","my visits online","switch business account",{},"\u002Fhelp\u002Fportal\u002Fyour-account",[693,590,3719],{"title":3588,"description":3944},"help\u002Fportal\u002Fyour-account","l2-OVvsKXT73Z2h0oJ237CG_IDqrM08KRSGn5psvda4",{"id":3958,"title":1494,"audience":7,"body":3959,"category":54,"description":4524,"draft":386,"extension":387,"icon":4525,"keywords":4526,"locale":11,"meta":4532,"navigation":398,"order":103,"path":4533,"related":4534,"seo":4536,"sourceHash":402,"stem":4537,"translationReviewed":386,"updatedAt":2935,"__hash__":4538},"help\u002Fhelp\u002Fretail\u002Fmemberships.md",{"type":143,"value":3960,"toc":4500},[3961,3967,3969,3989,3993,4145,4151,4157,4160,4274,4278,4292,4321,4328,4332,4350,4354,4364,4394,4398,4417,4435,4454,4458,4468,4473,4475,4481,4483,4487,4493,4497],[146,3962,3963,3964,170],{},"A membership is a plan clients pay for every month, quarter or year. Each period it gives them included sessions or money to spend, plus any perks you add, applied by themselves at checkout. Plans live under ",[161,3965,3966],{},"Retail → Memberships",[150,3968,153],{"id":152},[155,3970,3971,3976],{},[158,3972,3973,3975],{},[161,3974,1421],{}," seeing plans needs access to revenue setup; creating and changing them needs permission to manage it.",[158,3977,3978,2060,3981,3984,3985,3988],{},[161,3979,3980],{},"Decide the plan type.",[161,3982,3983],{},"Service credits"," gives included sessions each period, such as one facial a month. ",[161,3986,3987],{},"Account balance"," adds money to the member's wallet each period, to spend on any service or product.",[150,3990,3992],{"id":3991},"create-a-plan","Create a plan",[176,3994,3995,3997,4004,4008,4022,4026,4052,4056,4069,4073,4086,4090,4112,4116,4137,4139],{},[179,3996,277],{"id":276},[146,3998,1936,3999,1469,4001,170],{},[161,4000,3966],{},[161,4002,4003],{},"New plan",[179,4005,4007],{"id":4006},"describe-it","Describe it",[146,4009,1203,4010,4013,4014,4017,4018,4021],{},[161,4011,4012],{},"Details",", enter the ",[161,4015,4016],{},"Name"," and a short ",[161,4019,4020],{},"Description"," of what's included and who it's for.",[179,4023,4025],{"id":4024},"set-the-price","Set the price",[146,4027,1203,4028,4013,4031,4034,4035,490,4038,470,4041,2079,4044,4047,4048,4051],{},[161,4029,4030],{},"Billing",[161,4032,4033],{},"Price"," and choose ",[161,4036,4037],{},"Monthly",[161,4039,4040],{},"Quarterly",[161,4042,4043],{},"Annual",[161,4045,4046],{},"Sales tax"," is charged on the sale and on every renewal; leave it on ",[161,4049,4050],{},"Default (org tax)"," to use your service tax.",[179,4053,4055],{"id":4054},"choose-the-plan-type","Choose the plan type",[146,4057,1203,4058,1207,4061,470,4063,4065,4066,170],{},[161,4059,4060],{},"Plan type",[161,4062,3983],{},[161,4064,3987],{},". For an account balance, enter the ",[161,4067,4068],{},"Funds added each period",[179,4070,4072],{"id":4071},"add-the-included-sessions","Add the included sessions",[146,4074,4075,4076,1469,4079,1473,4082,4085],{},"For service credits, open ",[161,4077,4078],{},"Benefits",[161,4080,4081],{},"Add services",[161,4083,4084],{},"Included sessions",". Choose each service and how many sessions each period.",[179,4087,4089],{"id":4088},"decide-what-happens-to-unused-sessions","Decide what happens to unused sessions",[146,4091,1203,4092,1207,4095,470,4098,4101,4102,189,4105,2079,4108,4111],{},[161,4093,4094],{},"Credits & rollover",[161,4096,4097],{},"Use within the period",[161,4099,4100],{},"Carry over",". With carry over, you can set ",[161,4103,4104],{},"Rolled-over credits expire after (periods)",[161,4106,4107],{},"Maximum banked credits",[161,4109,4110],{},"Keep credits usable after cancellation (days)"," gives cancelled members time to use what they have left.",[179,4113,4115],{"id":4114},"set-the-rules","Set the rules",[146,4117,2879,4118,4121,4122,4125,4126,189,4129,4132,4133,4136],{},[161,4119,4120],{},"Rules"," and set the ",[161,4123,4124],{},"Term & commitment",", the ",[161,4127,4128],{},"Pause policy",[161,4130,4131],{},"Limits & extras"," (see below). Add your ",[161,4134,4135],{},"Terms & conditions",", which clients see when they buy.",[179,4138,2019],{"id":2018},[146,4140,225,4141,4144],{},[161,4142,4143],{},"Create membership",". Then open it again to add perks.",[554,4146],{"alt":4147,"height":4148,"src":4149,"width":4150},"Editing the Monthly Glow plan: Details, Benefits and Rules tabs, the Name and Description, Billing set to Monthly at $99.00 a month, Sales tax on Default (org tax), and Save changes at the bottom.",854,"\u002Fhelp\u002Fretail\u002Fmemberships\u002Fplan.webp",660,[146,4152,4153,4156],{},[161,4154,4155],{},"How sessions work, as clients see it"," previews the rules in plain words. Clients see it before they buy, confirm it at the counter, and it's kept with each membership as the terms they agreed to.",[150,4158,4120],{"id":4159},"rules",[721,4161,4162,4171],{},[724,4163,4164],{},[727,4165,4166,4169],{},[730,4167,4168],{},"Setting",[730,4170,735],{},[737,4172,4173,4183,4197,4207,4217,4234,4244,4254,4264],{},[727,4174,4175,4180],{},[742,4176,4177],{},[161,4178,4179],{},"Open-ended",[742,4181,4182],{},"Renews each period until the member cancels",[727,4184,4185,4190],{},[742,4186,4187],{},[161,4188,4189],{},"Fixed-term",[742,4191,4192,4193,4196],{},"Charges for the ",[161,4194,4195],{},"Number of billing cycles",", then ends",[727,4198,4199,4204],{},[742,4200,4201],{},[161,4202,4203],{},"Minimum cycles before cancel",[742,4205,4206],{},"How many periods members must stay. 0 means cancel any time.",[727,4208,4209,4214],{},[742,4210,4211],{},[161,4212,4213],{},"Early-exit fee",[742,4215,4216],{},"Charged if they cancel before the minimum. Leave it empty to block early cancelling.",[727,4218,4219,4224],{},[742,4220,4221],{},[161,4222,4223],{},"Let members pause",[742,4225,4226,4227,189,4230,4233],{},"Members can ask to pause from their account, up to the ",[161,4228,4229],{},"Max pauses",[161,4231,4232],{},"Max paused days"," you set",[727,4235,4236,4241],{},[742,4237,4238],{},[161,4239,4240],{},"Freeze fee",[742,4242,4243],{},"Charged to the card on file each time the membership is paused. Leave it empty for free pauses.",[727,4245,4246,4251],{},[742,4247,4248],{},[161,4249,4250],{},"Stop after N renewals",[742,4252,4253],{},"Billing stops after this many renewals. Leave it empty for no limit.",[727,4255,4256,4261],{},[742,4257,4258],{},[161,4259,4260],{},"Members included",[742,4262,4263],{},"Above 1, the main member can add family who share the same sessions",[727,4265,4266,4271],{},[742,4267,4268],{},[161,4269,4270],{},"Can be gifted",[742,4272,4273],{},"Lets someone buy the plan for someone else",[150,4275,4277],{"id":4276},"add-perks","Add perks",[146,4279,4280,4281,1486,4284,4287,4288,4291],{},"Open the saved plan and, under ",[161,4282,4283],{},"Perks",[161,4285,4286],{},"Add a perk",". Choose the ",[161,4289,4290],{},"Perk type",":",[155,4293,4294,4303,4309,4315],{},[158,4295,4296,470,4299,4302],{},[161,4297,4298],{},"Service discount",[161,4300,4301],{},"Product discount",": a percentage or fixed amount off all services or products, a category, or one item.",[158,4304,4305,4308],{},[161,4306,4307],{},"Free add-on",": a chosen add-on at no charge.",[158,4310,4311,4314],{},[161,4312,4313],{},"Priority booking window",": members can book up to 90 days ahead.",[158,4316,4317,4320],{},[161,4318,4319],{},"Exclusive member-only service",": a service only members can book.",[146,4322,4323,4324,4327],{},"Members get perks by themselves, with no code. ",[161,4325,4326],{},"Stacks with promo codes"," decides whether a promo code can be added on top. Leave it off, and a code is refused at checkout while the perk is on the sale.",[150,4329,4331],{"id":4330},"sell-a-membership","Sell a membership",[146,4333,4334,4335,1486,4337,4339,4340,4342,4343,4346,4347,4349],{},"At checkout, under ",[161,4336,1485],{},[161,4338,1494],{}," and choose the plan. Clients can also join from your booking site. See ",[166,4341,1389],{"href":1891},". To send a plan as a present, select ",[161,4344,4345],{},"Gift a membership"," on the ",[161,4348,1494],{}," page.",[150,4351,4353],{"id":4352},"see-whos-a-member","See who's a member",[146,4355,1936,4356,4359,4360,4363],{},[161,4357,4358],{},"Retail → Memberships sold"," to see every member, their status and ",[161,4361,4362],{},"Next renewal",". Select one to see their sessions, wallet, terms and full activity.",[155,4365,4366,4373,4380,4387],{},[158,4367,4368,4369,170],{},"To pause a membership, or approve a member's request, see ",[166,4370,4372],{"href":4371},"\u002Fhelp\u002Fretail\u002Fapprove-a-membership-pause-request","Pause a membership or approve a pause request",[158,4374,4375,4376,170],{},"To add sessions as goodwill, or give unused ones more time, see ",[166,4377,4379],{"href":4378},"\u002Fhelp\u002Fretail\u002Fgive-goodwill-sessions","Give a member extra sessions",[158,4381,4382,4383,170],{},"Selling at the counter asks you to go through the plan's rules with the client first. See ",[166,4384,4386],{"href":4385},"\u002Fhelp\u002Fretail\u002Fmembership-agreement-at-the-counter","Go through a membership's rules at the counter",[158,4388,4389,4390,170],{},"When a renewal payment fails, see ",[166,4391,4393],{"href":4392},"\u002Fhelp\u002Fretail\u002Ffix-a-failed-membership-payment","Fix a failed membership payment",[150,4395,4397],{"id":4396},"cancel-a-membership","Cancel a membership",[146,4399,4400,4401,4403,4404,4406,4407,4409,4410,3845,4413,4416],{},"Open the membership from ",[161,4402,4358],{},", or from the client's ",[161,4405,1504],{},", then open its ",[161,4408,1855],{}," menu and select ",[161,4411,4412],{},"Cancel membership",[161,4414,4415],{},"When it ends",", choose:",[155,4418,4419,4429],{},[158,4420,4421,4424,4425,4428],{},[161,4422,4423],{},"At the end of the paid period",", with its date: perks stay until then, and it won't renew. The membership then shows ",[161,4426,4427],{},"Membership ends"," and the date.",[158,4430,4431,4434],{},[161,4432,4433],{},"Now",": perks stop straight away and it won't renew. Sessions the client already has stay usable for the grace period in the plan's rules. This can't be undone.",[146,4436,225,4437,4440,4441,490,4444,490,4447,4450,4451,170],{},[161,4438,4439],{},"Cancel it",". The same menu holds ",[161,4442,4443],{},"Pause membership",[161,4445,4446],{},"Resume membership",[161,4448,4449],{},"Renew now"," and, for a family plan, ",[161,4452,4453],{},"Manage members",[150,4455,4457],{"id":4456},"stop-selling-a-plan","Stop selling a plan",[146,4459,4460,4461,4464,4465,4467],{},"Switch off ",[161,4462,4463],{},"Available for new members"," to hide it from checkout for a while, or choose ",[161,4466,3496],{}," to retire it. Either way, current members keep their benefits.",[3423,4469,4470],{},[146,4471,4472],{},"Memberships brought in with the data import are records only: no auto-renew, no renewal date and no sessions to redeem, so no card is charged. Collect the member's card and restart billing yourself when you're ready.",[150,4474,306],{"id":305},[146,4476,4477,4478,4480],{},"The plan is on the ",[161,4479,1494],{}," page with its price and included sessions, and you can add it at checkout.",[150,4482,317],{"id":316},[179,4484,4486],{"id":4485},"the-plan-isnt-at-checkout","The plan isn't at checkout",[146,4488,4489,4490,4492],{},"Check ",[161,4491,4463],{}," is ticked, the plan isn't archived, and it's valid at this location.",[179,4494,4496],{"id":4495},"a-members-discount-didnt-apply","A member's discount didn't apply",[146,4498,4499],{},"Check the perk covers the service or product, and that the membership is active, not paused or past due.",{"title":359,"searchDepth":23,"depth":23,"links":4501},[4502,4503,4513,4514,4515,4516,4517,4518,4519,4520],{"id":152,"depth":23,"text":153},{"id":3991,"depth":23,"text":3992,"children":4504},[4505,4506,4507,4508,4509,4510,4511,4512],{"id":276,"depth":33,"text":277},{"id":4006,"depth":33,"text":4007},{"id":4024,"depth":33,"text":4025},{"id":4054,"depth":33,"text":4055},{"id":4071,"depth":33,"text":4072},{"id":4088,"depth":33,"text":4089},{"id":4114,"depth":33,"text":4115},{"id":2018,"depth":33,"text":2019},{"id":4159,"depth":23,"text":4120},{"id":4276,"depth":23,"text":4277},{"id":4330,"depth":23,"text":4331},{"id":4352,"depth":23,"text":4353},{"id":4396,"depth":23,"text":4397},{"id":4456,"depth":23,"text":4457},{"id":305,"depth":23,"text":306},{"id":316,"depth":23,"text":317,"children":4521},[4522,4523],{"id":4485,"depth":33,"text":4486},{"id":4495,"depth":33,"text":4496},"Create a membership plan with included sessions or a wallet balance, set its rules and perks, sell it, and see who your members are.","i-lucide-repeat",[4527,4528,4529,4530,4531],"set up memberships","create a membership plan","sell a membership","membership billing and renewal","pause or cancel a membership",{},"\u002Fhelp\u002Fretail\u002Fmemberships",[4535,1891,2227,4385],"\u002Fhelp\u002Fretail\u002Fpackages",{"title":1494,"description":4524},"help\u002Fretail\u002Fmemberships","igS8jAvyzm3hDUdSS4UzayHlWXI92sGu3KUPzeqhrlU",{"id":4540,"title":4541,"audience":7,"body":4542,"category":94,"description":5011,"draft":386,"extension":387,"icon":5012,"keywords":5013,"locale":11,"meta":5020,"navigation":398,"order":103,"path":5021,"related":5022,"seo":5025,"sourceHash":402,"stem":5026,"translationReviewed":386,"updatedAt":5027,"__hash__":5028},"help\u002Fhelp\u002Fsettings\u002Fservices-and-pricing.md","Services and pricing",{"type":143,"value":4543,"toc":4989},[4544,4550,4555,4557,4578,4582,4700,4704,4708,4835,4840,4849,4872,4876,4885,4889,4898,4902,4914,4918,4938,4940,4943,4945,4949,4962,4966,4972,4976],[146,4545,4546,4547,170],{},"Your services are what clients book: what you offer, how long each takes and what it costs. The calendar, your booking site and checkout all read from this list, under ",[161,4548,4549],{},"Operations → Services",[554,4551],{"alt":4552,"height":4553,"src":4554,"width":2089},"The Services page: Actions and New service at the top, a search box with Online-bookable only, Inactive only, Show archived and Manage order, the category tiles with their counts and New category, and services grouped by category, each category with Share link and Edit and each service with its length, team count and price.",863,"\u002Fhelp\u002Fsettings\u002Fservices-and-pricing\u002Flist.webp",[150,4556,153],{"id":152},[155,4558,4559,4568],{},[158,4560,4561,4563,4564,4567],{},[161,4562,1421],{}," anyone who can see appointments can see services. Adding and changing them needs permission to manage appointments, and the ",[161,4565,4566],{},"Actions"," menu needs permission to manage revenue setup.",[158,4569,4570,4573,4574,4577],{},[161,4571,4572],{},"Make your categories first."," Select ",[161,4575,4576],{},"New category"," under the category list for each group, such as Facials or Laser. Clients see services grouped this way when they book.",[150,4579,4581],{"id":4580},"add-a-service","Add a service",[176,4583,4584,4586,4593,4597,4618,4622,4642,4646,4658,4662,4676,4685,4689],{},[179,4585,277],{"id":276},[146,4587,1936,4588,1469,4590,170],{},[161,4589,4549],{},[161,4591,4592],{},"New service",[179,4594,4596],{"id":4595},"fill-in-the-basics","Fill in the basics",[146,4598,426,4599,4013,4602,4605,4606,189,4608,4610,4611,4613,4614,4617],{},[161,4600,4601],{},"Basic details",[161,4603,4604],{},"Service name",", choose a ",[161,4607,3484],{},[161,4609,855],{},", and write a short ",[161,4612,4020],{}," for your booking page. Add a ",[161,4615,4616],{},"Cover photo"," if you like.",[179,4619,4621],{"id":4620},"set-the-price-and-length","Set the price and length",[146,4623,1203,4624,4013,4627,4629,4630,4633,4634,4637,4638,4641],{},[161,4625,4626],{},"Pricing and duration",[161,4628,4033],{}," (leave it blank for a free consultation) and the ",[161,4631,4632],{},"Duration",". Add ",[161,4635,4636],{},"Buffer before"," for setup and ",[161,4639,4640],{},"Buffer after"," for cleaning; both block the calendar.",[179,4643,4645],{"id":4644},"choose-who-does-it","Choose who does it",[146,4647,426,4648,4651,4652,470,4654,4657],{},[161,4649,4650],{},"Team members",", select who can be booked for it. Leave it empty and everyone can. A selected team member can have their own ",[161,4653,4033],{},[161,4655,4656],{},"Duration (min)",", for example a senior therapist who charges more.",[179,4659,4661],{"id":4660},"decide-how-its-booked-online","Decide how it's booked online",[146,4663,426,4664,4667,4668,4671,4672,4675],{},[161,4665,4666],{},"Online booking",", switch on ",[161,4669,4670],{},"Available for online booking"," so clients can book it themselves, and choose the ",[161,4673,4674],{},"Price display",". Leave it off and only your team can book it.",[146,4677,4678,4681,4682,170],{},[161,4679,4680],{},"Can be given as a gift"," is on by default: clients and your team can buy this service as a gift card at today's price, which the recipient can spend on anything. Switch it off to keep it out of the gift card form. Only a service with a fixed price is offered. See ",[166,4683,4684],{"href":3270},"Gift cards",[179,4686,4688],{"id":4687},"create-it","Create it",[146,4690,4691,4692,4695,4696,4699],{},"On a wide screen, check ",[161,4693,4694],{},"How clients see it"," under the sections on the left, then select ",[161,4697,4698],{},"Create service"," at the top.",[554,4701],{"alt":4702,"height":4148,"src":4703,"width":1632},"Editing Signature Facial: on the left, Basic details, Team members and Resources under Service, Online booking, Forms and Settings under Booking & rules, a How clients see it preview and Archive service; on the right, the Service name, Category, Colour and Description; Cancel and Save changes at the top.","\u002Fhelp\u002Fsettings\u002Fservices-and-pricing\u002Feditor.webp",[150,4705,4707],{"id":4706},"other-settings-on-a-service","Other settings on a service",[721,4709,4710,4719],{},[724,4711,4712],{},[727,4713,4714,4716],{},[730,4715,3686],{},[730,4717,4718],{},"What you can set",[737,4720,4721,4741,4755,4777,4800],{},[727,4722,4723,4727],{},[742,4724,4725],{},[161,4726,4601],{},[742,4728,4729,4732,4733,4736,4737,4740],{},[161,4730,4731],{},"Processing time"," when you're free to see another client (hair colour developing), and a ",[161,4734,4735],{},"Visibility badge"," such as Popular. Once the service is saved, ",[161,4738,4739],{},"Pricing options"," (such as Short hair and Long hair, each with its own price or length), per-location prices and add-ons appear here too",[727,4742,4743,4748],{},[742,4744,4745],{},[161,4746,4747],{},"Resources",[742,4749,4750,4751,170],{},"The room or equipment it needs. Owneli reserves a free one at booking and won't offer the service where there isn't one. See ",[166,4752,4754],{"href":4753},"\u002Fhelp\u002Fsettings\u002Frooms-and-equipment","Set up rooms and equipment",[727,4756,4757,4761],{},[742,4758,4759],{},[161,4760,4666],{},[742,4762,4763,490,4766,490,4769,4772,4773,4776],{},[161,4764,4765],{},"Direct booking link",[161,4767,4768],{},"Keep the same team member",[161,4770,4771],{},"Service upselling"," (suggest up to 5 extra services), ",[161,4774,4775],{},"Membership upselling",", and limits to certain dates or days of the week",[727,4778,4779,4784],{},[742,4780,4781],{},[161,4782,4783],{},"Forms",[742,4785,4786,4787,490,4790,470,4793,4796,4797],{},"Forms that go with the service, when they're sent (",[161,4788,4789],{},"With booking confirmation",[161,4791,4792],{},"24 hours before visit",[161,4794,4795],{},"In-person only",") and whether they're ",[161,4798,4799],{},"Required",[727,4801,4802,4806],{},[742,4803,4804],{},[161,4805,2439],{},[742,4807,4808,4809,490,4812,490,4815,490,4818,490,4821,490,4824,490,4827,490,4829,189,4832],{},"The service's own ",[161,4810,4811],{},"Payment policy",[161,4813,4814],{},"Require late cancellation fee",[161,4816,4817],{},"Require no-show fee",[161,4819,4820],{},"Require patch test",[161,4822,4823],{},"Aftercare instructions",[161,4825,4826],{},"Reminder to rebook",[161,4828,4046],{},[161,4830,4831],{},"Cost of service",[161,4833,4834],{},"Minimum age",[598,4836,4837],{},[146,4838,4839],{},"If a required clinical form isn't signed, checkout won't take payment for the visit until it is.",[146,4841,4842,4844,4845,4848],{},[161,4843,4768],{}," means bookings for the service are never moved to someone else automatically, even when ",[161,4846,4847],{},"Make room for requests"," is on. Use it for treatments like injectables or laser, where clients should keep seeing the same person. Your team can still move a booking by hand.",[146,4850,4851,4852,4854,4855,490,4858,490,4861,470,4864,4867,4868,170],{},"The service's ",[161,4853,4811],{}," overrides your location's policy for any new booking that includes it: ",[161,4856,4857],{},"Inherit location policy",[161,4859,4860],{},"No card or deposit",[161,4862,4863],{},"Require card on file",[161,4865,4866],{},"Require deposit",". See ",[166,4869,4871],{"href":4870},"\u002Fhelp\u002Fsettings\u002Fpayment-policy","Set your payment policy",[150,4873,4875],{"id":4874},"order-the-menu","Order the menu",[146,4877,225,4878,4881,4882,4884],{},[161,4879,4880],{},"Manage order",". Drag categories into place, then the services in each, and select ",[161,4883,1655],{},". Clients see the same order when they book.",[150,4886,4888],{"id":4887},"prices-at-each-location","Prices at each location",[146,4890,4891,4892,4034,4894,4897],{},"With more than one location, open ",[161,4893,4566],{},[161,4895,4896],{},"By location",". Switch each service on or off for each location and enter a different price where you need one. A blank price uses the normal price.",[150,4899,4901],{"id":4900},"combos","Combos",[146,4903,4904,4905,4034,4907,4910,4911,4913],{},"A combo books several services as one item at a combined price. Open ",[161,4906,4566],{},[161,4908,4909],{},"New bundle",", then choose the services and set the price. Combos appear under ",[161,4912,4901],{}," in the list.",[150,4915,4917],{"id":4916},"stop-offering-a-service","Stop offering a service",[146,4919,3085,4920,3089,4923,4926,4927,4930,4931,189,4934,4937],{},[161,4921,4922],{},"Status",[161,4924,4925],{},"Inactive"," to hide it everywhere for now, or choose ",[161,4928,4929],{},"Archive service",". Archive rather than delete, so past visits keep their history. The ",[161,4932,4933],{},"Inactive only",[161,4935,4936],{},"Show archived"," filters list them.",[150,4939,306],{"id":305},[146,4941,4942],{},"The service appears in its category with its price, length and team count. Open the calendar and start a booking: it's in the service list. If it's bookable online, it's on your booking site too.",[150,4944,317],{"id":316},[179,4946,4948],{"id":4947},"the-service-isnt-on-the-booking-site","The service isn't on the booking site",[146,4950,4489,4951,4953,4954,4957,4958,170],{},[161,4952,4670],{}," is on, the service is ",[161,4955,4956],{},"Active",", and it's switched on at that location. Public booking must also be on for the whole business. See ",[166,4959,4961],{"href":4960},"\u002Fhelp\u002Fsettings\u002Fonline-booking","Set up online booking",[179,4963,4965],{"id":4964},"a-team-member-cant-be-booked-for-it","A team member can't be booked for it",[146,4967,4968,4969,4971],{},"Add them in the ",[161,4970,4650],{}," section, or leave it empty so everyone can. Check their working hours too.",[179,4973,4975],{"id":4974},"bringing-your-menu-from-another-system","Bringing your menu from another system",[146,4977,2879,4978,4034,4980,4982,4983,4986,4987,170],{},[161,4979,4566],{},[161,4981,2223],{}," on the services page, or use ",[161,4984,4985],{},"Settings → Plan & data → Import"," to bring everything at once. See ",[166,4988,2228],{"href":2227},{"title":359,"searchDepth":23,"depth":23,"links":4990},[4991,4992,5000,5001,5002,5003,5004,5005,5006],{"id":152,"depth":23,"text":153},{"id":4580,"depth":23,"text":4581,"children":4993},[4994,4995,4996,4997,4998,4999],{"id":276,"depth":33,"text":277},{"id":4595,"depth":33,"text":4596},{"id":4620,"depth":33,"text":4621},{"id":4644,"depth":33,"text":4645},{"id":4660,"depth":33,"text":4661},{"id":4687,"depth":33,"text":4688},{"id":4706,"depth":23,"text":4707},{"id":4874,"depth":23,"text":4875},{"id":4887,"depth":23,"text":4888},{"id":4900,"depth":23,"text":4901},{"id":4916,"depth":23,"text":4917},{"id":305,"depth":23,"text":306},{"id":316,"depth":23,"text":317,"children":5007},[5008,5009,5010],{"id":4947,"depth":33,"text":4948},{"id":4964,"depth":33,"text":4965},{"id":4974,"depth":33,"text":4975},"Add the services clients book, with their price, length, team, online booking and forms, and set different prices at each location.","i-lucide-list",[5014,5015,5016,5017,5018,5019],"add a service","service price and duration","service menu categories","buffer time","pricing options","service per location",{},"\u002Fhelp\u002Fsettings\u002Fservices-and-pricing",[2895,1383,5023,5024],"\u002Fhelp\u002Fcheckout\u002Fdeposits-and-cancellation-fees","\u002Fhelp\u002Fsettings\u002Fsmart-pricing",{"title":4541,"description":5011},"help\u002Fsettings\u002Fservices-and-pricing","2026-11-06","OOzBgH_GdzyaiRbJSaNrsFF2n_IFvHYrALw7mCxMxlI",{"id":5030,"title":5031,"audience":7,"body":5032,"category":74,"description":5449,"draft":386,"extension":387,"icon":5450,"keywords":5451,"locale":11,"meta":5452,"navigation":398,"order":103,"path":5453,"related":5454,"seo":5456,"sourceHash":402,"stem":5457,"translationReviewed":386,"updatedAt":697,"__hash__":5458},"help\u002Fhelp\u002Fteam\u002Fshifts-timesheets-and-time-off.md","Shifts, timesheets, and time off",{"type":143,"value":5033,"toc":5428},[5034,5041,5043,5067,5071,5138,5144,5204,5212,5215,5266,5279,5283,5356,5360,5383,5389,5391,5400,5402,5406,5411,5415,5421,5425],[146,5035,5036,5037,170],{},"Timesheets record the hours your team actually worked, ready to approve for payroll. Time off is how people ask for days away, and how you approve them. Working hours themselves are covered in ",[166,5038,5040],{"href":5039},"\u002Fhelp\u002Fteam\u002Fset-working-hours-and-shift-patterns","Set working hours and shift patterns",[150,5042,153],{"id":152},[155,5044,5045,5054],{},[158,5046,5047,5049,5050,5053],{},[161,5048,1421],{}," timesheets need permission to manage scheduling. Anyone whose role includes time off can request it. The ",[161,5051,5052],{},"Time-off approvers"," named in Settings approve it; with none named, admins, owners and anyone who manages time off for the whole business do.",[158,5055,5056,5059,5060,1486,5063,5066],{},[161,5057,5058],{},"Choose how hours are recorded."," On ",[161,5061,5062],{},"Team → Scheduling → Timesheets",[161,5064,5065],{},"Payroll settings"," (see below).",[150,5068,5070],{"id":5069},"approve-the-weeks-timesheets","Approve the week's timesheets",[176,5072,5073,5077,5085,5089,5100,5104,5126,5130],{},[179,5074,5076],{"id":5075},"open-timesheets","Open Timesheets",[146,5078,1936,5079,5081,5082,170],{},[161,5080,1310],{}," and open ",[161,5083,5084],{},"Timesheets",[179,5086,5088],{"id":5087},"check-the-hours","Check the hours",[146,5090,1986,5091,5093,5094,470,5096,5099],{},[161,5092,3110],{}," to narrow by ",[161,5095,4922],{},[161,5097,5098],{},"Team member",". Select a row to see clock-in and clock-out, breaks, and paid time.",[179,5101,5103],{"id":5102},"fix-anything-wrong","Fix anything wrong",[146,5105,5106,5107,5109,5110,5113,5114,189,5116,5119,5120,189,5123,170],{},"In a timesheet, select ",[161,5108,2104],{}," to correct the times. For a missed clock-in, select ",[161,5111,5112],{},"Add timesheet",", choose the ",[161,5115,5098],{},[161,5117,5118],{},"Date",", and enter ",[161,5121,5122],{},"Clocked in",[161,5124,5125],{},"Clocked out",[179,5127,5129],{"id":5128},"approve","Approve",[146,5131,225,5132,263,5135,5137],{},[161,5133,5134],{},"Approve eligible",[161,5136,5129],{}," on one timesheet. Approved timesheets are locked and go into payroll.",[554,5139],{"alt":5140,"height":5141,"src":5142,"width":5143},"The Timesheets page: Actions, Payroll settings, Approve eligible (5) and Add timesheet at the top, a week picker, Filters and sort, and timesheets showing each team member's date, clock in and out, breaks, hours worked and status such as Clocked in or Clocked out.",700,"\u002Fhelp\u002Fteam\u002Fshifts-timesheets-and-time-off\u002Ftimesheets.webp",1016,[721,5145,5146,5154],{},[724,5147,5148],{},[727,5149,5150,5152],{},[730,5151,4922],{},[730,5153,1026],{},[737,5155,5156,5165,5174,5184,5194],{},[727,5157,5158,5162],{},[742,5159,5160],{},[161,5161,5122],{},[742,5163,5164],{},"They're working now",[727,5166,5167,5171],{},[742,5168,5169],{},[161,5170,5125],{},[742,5172,5173],{},"Finished, not checked yet",[727,5175,5176,5181],{},[742,5177,5178],{},[161,5179,5180],{},"Edited",[742,5182,5183],{},"Changed by a manager",[727,5185,5186,5191],{},[742,5187,5188],{},[161,5189,5190],{},"Approved",[742,5192,5193],{},"Signed off and locked for payroll",[727,5195,5196,5201],{},[742,5197,5198],{},[161,5199,5200],{},"Voided",[742,5202,5203],{},"Removed from payroll but kept on record",[146,5205,5206,5207,4034,5209,170],{},"To share a week, open ",[161,5208,4566],{},[161,5210,5211],{},"Export this week to CSV",[150,5213,5065],{"id":5214},"payroll-settings",[721,5216,5217,5226],{},[724,5218,5219],{},[727,5220,5221,5223],{},[730,5222,4168],{},[730,5224,5225],{},"Choices",[737,5227,5228,5250],{},[727,5229,5230,5235],{},[742,5231,5232],{},[161,5233,5234],{},"Clock mode",[742,5236,5237,5240,5241,1834,5243,5245,5246,5249],{},[161,5238,5239],{},"Staff clock in & out"," (they tap ",[161,5242,1232],{},[161,5244,312],{},") or ",[161,5247,5248],{},"Automatic from shifts"," (hours follow their scheduled shift)",[727,5251,5252,5257],{},[742,5253,5254],{},[161,5255,5256],{},"Pay basis",[742,5258,5259,5262,5263],{},[161,5260,5261],{},"Actual time"," between clocking in and out, minus unpaid breaks, or ",[161,5264,5265],{},"Scheduled hours",[146,5267,225,5268,5271,5272,4867,5275,170],{},[161,5269,5270],{},"Save settings",". Changes apply to new timesheets; recorded ones keep their basis. Team members see their own hours under ",[161,5273,5274],{},"My hours",[166,5276,5278],{"href":5277},"\u002Fhelp\u002Fteam\u002Fsee-your-own-hours","See your own hours",[150,5280,5282],{"id":5281},"request-and-approve-time-off","Request and approve time off",[176,5284,5285,5289,5324,5333,5337,5344,5348],{},[179,5286,5288],{"id":5287},"request-it","Request it",[146,5290,1936,5291,1469,5294,4287,5297,1131,5300,490,5303,490,5306,490,5309,470,5312,5314,5315,5318,5319,3466,5322,170],{},[161,5292,5293],{},"Operations → Time off",[161,5295,5296],{},"Request time off",[161,5298,5299],{},"Type",[161,5301,5302],{},"Vacation",[161,5304,5305],{},"Sick day",[161,5307,5308],{},"Personal day",[161,5310,5311],{},"Unpaid leave",[161,5313,3333],{},"), the ",[161,5316,5317],{},"Dates",", and a ",[161,5320,5321],{},"Reason (optional)",[161,5323,3908],{},[146,5325,5326,5327,5329,5330,5332],{},"If you approve time off, you can also choose a ",[161,5328,5098],{}," in the panel to add time off for them. It's approved as soon as you select ",[161,5331,1245],{},", and they're told straight away.",[179,5334,5336],{"id":5335},"review-it","Review it",[146,5338,5339,5340,5343],{},"Managers see it under ",[161,5341,5342],{},"Waiting on you",", with how many teammates are also off then.",[179,5345,5347],{"id":5346},"approve-or-decline","Approve or decline",[146,5349,225,5350,470,5352,5355],{},[161,5351,5129],{},[161,5353,5354],{},"Decline",", with a note if you like. Approving blocks those dates on the calendar.",[554,5357],{"alt":5358,"height":5141,"src":5359,"width":5143},"The Time off page for 2026: Request time off, tiles for Allotted, Approved, Pending and Remaining days, and Waiting on you with a vacation request from Kofi Asante for three days, a note that one other teammate is also off then, and Decline and Approve.","\u002Fhelp\u002Fteam\u002Fshifts-timesheets-and-time-off\u002Ftime-off.webp",[146,5361,5362,5363,490,5366,490,5368,189,5371,5374,5375,5378,5379,5382],{},"The page shows your ",[161,5364,5365],{},"Allotted",[161,5367,5190],{},[161,5369,5370],{},"Pending",[161,5372,5373],{},"Remaining"," days. Only paid vacation counts against the allowance; sick, personal and unpaid days are tracked separately. When ",[161,5376,5377],{},"Team time-off visibility"," is on in Settings, ",[161,5380,5381],{},"Who's off"," shows the team's time off, with names and dates only.",[146,5384,5385,5386,170],{},"Which days count as working days, the request types, and who's emailed about requests are set under ",[161,5387,5388],{},"Settings → Team & access → Time off & notifications",[150,5390,306],{"id":305},[146,5392,5393,5394,5396,5397,5399],{},"Approved timesheets show ",[161,5395,5190],{}," and appear in the pay run. Approved time off shows on the calendar as blocked, and the person's ",[161,5398,5373],{}," goes down.",[150,5401,317],{"id":316},[179,5403,5405],{"id":5404},"nothing-to-approve","\"Nothing to approve\"",[146,5407,5408,5409,170],{},"There are no clocked-out or edited timesheets in this view. Check the week and ",[161,5410,3110],{},[179,5412,5414],{"id":5413},"someone-forgot-to-clock-out","Someone forgot to clock out",[146,5416,5417,5418,5420],{},"Open their timesheet, select ",[161,5419,2104],{},", and set the clock-out time. Then approve it.",[179,5422,5424],{"id":5423},"an-approved-timesheet-is-wrong","An approved timesheet is wrong",[146,5426,5427],{},"Approved timesheets are locked for payroll. Ask an admin; changing a timesheet in a closed pay run needs extra permission.",{"title":359,"searchDepth":23,"depth":23,"links":5429},[5430,5431,5437,5438,5443,5444],{"id":152,"depth":23,"text":153},{"id":5069,"depth":23,"text":5070,"children":5432},[5433,5434,5435,5436],{"id":5075,"depth":33,"text":5076},{"id":5087,"depth":33,"text":5088},{"id":5102,"depth":33,"text":5103},{"id":5128,"depth":33,"text":5129},{"id":5214,"depth":23,"text":5065},{"id":5281,"depth":23,"text":5282,"children":5439},[5440,5441,5442],{"id":5287,"depth":33,"text":5288},{"id":5335,"depth":33,"text":5336},{"id":5346,"depth":33,"text":5347},{"id":305,"depth":23,"text":306},{"id":316,"depth":23,"text":317,"children":5445},[5446,5447,5448],{"id":5404,"depth":33,"text":5405},{"id":5413,"depth":33,"text":5414},{"id":5423,"depth":33,"text":5424},"Check and approve the hours your team worked, fix a missed clock-in, choose how hours are recorded, and request and approve time off.","i-lucide-calendar-clock",[],{},"\u002Fhelp\u002Fteam\u002Fshifts-timesheets-and-time-off",[2900,5455],"\u002Fhelp\u002Fsettings\u002Froles-and-permissions",{"title":5031,"description":5449},"help\u002Fteam\u002Fshifts-timesheets-and-time-off","r_Kb4BsJATHF5JaWF9-e57hMwQ-0704c7WrOjQMerRk",{"id":5460,"title":3239,"audience":7,"body":5461,"category":84,"description":6036,"draft":386,"extension":387,"icon":10,"keywords":6037,"locale":11,"meta":6044,"navigation":398,"order":6045,"path":3238,"related":6046,"seo":6047,"sourceHash":402,"stem":6048,"translationReviewed":386,"updatedAt":697,"__hash__":6049},"help\u002Fhelp\u002Fgrowth\u002Fwhich-report-answers-my-question.md",{"type":143,"value":5462,"toc":6024},[5463,5471,5475,5567,5577,5581,5720,5724,5809,5813,5935,5939,5994,5996,6000,6003,6007,6013,6017],[146,5464,5465,5466,5468,5469,170],{},"Start from your question, not the report name. Several reports sound alike, such as Sales summary and Payments summary, so this page says which one holds your number. All of them are under ",[161,5467,2947],{}," in the sidebar. See ",[166,5470,2939],{"href":3268},[150,5472,5474],{"id":5473},"how-much-did-we-sell","\"How much did we sell?\"",[721,5476,5477,5487],{},[724,5478,5479],{},[727,5480,5481,5484],{},[730,5482,5483],{},"Question",[730,5485,5486],{},"Report",[737,5488,5489,5499,5513,5527,5537,5547,5557],{},[727,5490,5491,5494],{},[742,5492,5493],{},"What did we sell, net of discounts and refunds?",[742,5495,5496],{},[161,5497,5498],{},"Sales summary",[727,5500,5501,5504],{},[742,5502,5503],{},"Every completed sale, one row each?",[742,5505,5506,5509,5510,781],{},[161,5507,5508],{},"Sales list"," (line-item drill: ",[161,5511,5512],{},"Sales log (detailed)",[727,5514,5515,5518],{},[742,5516,5517],{},"What money actually arrived, by tender, after fees?",[742,5519,5520,5523,5524,781],{},[161,5521,5522],{},"Payments summary"," (row-level: ",[161,5525,5526],{},"Payment transactions",[727,5528,5529,5532],{},[742,5530,5531],{},"Day-by-day performance dashboard?",[742,5533,5534],{},[161,5535,5536],{},"Revenue overview",[727,5538,5539,5542],{},[742,5540,5541],{},"What did refunds and voids cost us?",[742,5543,5544],{},[161,5545,5546],{},"Refunds & voids",[727,5548,5549,5552],{},[742,5550,5551],{},"What did discounting cost us?",[742,5553,5554],{},[161,5555,5556],{},"Discount summary",[727,5558,5559,5562],{},[742,5560,5561],{},"Which channel or booking source drives sales?",[742,5563,5564],{},[161,5565,5566],{},"Channel & booking source",[146,5568,5569,5572,5573,170],{},[161,5570,5571],{},"Sales and payments are different."," A sale records what was sold; a payment records money arriving. A deposit paid last week for today's visit makes the two differ, and that's expected. See ",[166,5574,5576],{"href":5575},"\u002Fhelp\u002Fgrowth\u002Funderstand-the-finance-reports","Understand the finance reports",[150,5578,5580],{"id":5579},"what-do-we-owe-and-whats-in-the-bank","\"What do we owe, and what's in the bank?\"",[721,5582,5583,5591],{},[724,5584,5585],{},[727,5586,5587,5589],{},[730,5588,5483],{},[730,5590,5486],{},[737,5592,5593,5603,5613,5623,5633,5643,5653,5663,5673,5687,5697,5707],{},[727,5594,5595,5598],{},[742,5596,5597],{},"Period rollup of revenue, refunds, fees, liability movement?",[742,5599,5600],{},[161,5601,5602],{},"Finance summary",[727,5604,5605,5608],{},[742,5606,5607],{},"What do we still owe customers (gift cards, packages)?",[742,5609,5610],{},[161,5611,5612],{},"Liability summary",[727,5614,5615,5618],{},[742,5616,5617],{},"Gift card balances, day by day?",[742,5619,5620],{},[161,5621,5622],{},"Gift-card liability ledger",[727,5624,5625,5628],{},[742,5626,5627],{},"Which transactions moved that liability?",[742,5629,5630],{},[161,5631,5632],{},"Liability activity",[727,5634,5635,5638],{},[742,5636,5637],{},"Recurring revenue, churn, prepaid liability?",[742,5639,5640],{},[161,5641,5642],{},"Deferred revenue & MRR",[727,5644,5645,5648],{},[742,5646,5647],{},"Deposits taken for appointments not yet delivered?",[742,5649,5650],{},[161,5651,5652],{},"Prepayment list",[727,5654,5655,5658],{},[742,5656,5657],{},"Cash\u002Fcard inflow vs refunds and fees, bank-statement style?",[742,5659,5660],{},[161,5661,5662],{},"Cash flow statement",[727,5664,5665,5668],{},[742,5666,5667],{},"When does Stripe pay us out?",[742,5669,5670],{},[161,5671,5672],{},"Payouts",[727,5674,5675,5678],{},[742,5676,5677],{},"Tax collected for filing?",[742,5679,5680,5683,5684,781],{},[161,5681,5682],{},"Taxes summary"," (line detail: ",[161,5685,5686],{},"Taxes list",[727,5688,5689,5692],{},[742,5690,5691],{},"Did the drawer balance?",[742,5693,5694],{},[161,5695,5696],{},"Cash drawer over\u002Fshort",[727,5698,5699,5702],{},[742,5700,5701],{},"Cancellation and no-show fee income?",[742,5703,5704],{},[161,5705,5706],{},"Cancellation & no-show fees",[727,5708,5709,5712],{},[742,5710,5711],{},"Surcharge and service-charge income?",[742,5713,5714,490,5717],{},[161,5715,5716],{},"Surcharges collected",[161,5718,5719],{},"Service charges",[150,5721,5723],{"id":5722},"how-is-the-team-doing","\"How is the team doing?\"",[721,5725,5726,5734],{},[724,5727,5728],{},[727,5729,5730,5732],{},[730,5731,5483],{},[730,5733,5486],{},[737,5735,5736,5750,5760,5769,5779,5789,5799],{},[727,5737,5738,5741],{},[742,5739,5740],{},"Hours, tips, commission, total payable per person?",[742,5742,5743,4867,5746,170],{},[161,5744,5745],{},"Payroll & commission",[166,5747,5749],{"href":5748},"\u002Fhelp\u002Fteam\u002Fprepare-payroll-for-your-accountant","Prepare payroll for your accountant",[727,5751,5752,5755],{},[742,5753,5754],{},"Per-line commission with the rule math?",[742,5756,5757],{},[161,5758,5759],{},"Commission statement",[727,5761,5762,5765],{},[742,5763,5764],{},"Scheduled vs worked hours?",[742,5766,5767],{},[161,5768,2589],{},[727,5770,5771,5774],{},[742,5772,5773],{},"Labour cost from rates × hours?",[742,5775,5776],{},[161,5777,5778],{},"Wages",[727,5780,5781,5784],{},[742,5782,5783],{},"Who earned which tips?",[742,5785,5786],{},[161,5787,5788],{},"Tips",[727,5790,5791,5794],{},[742,5792,5793],{},"Utilisation and productivity per provider?",[742,5795,5796],{},[161,5797,5798],{},"Staff productivity",[727,5800,5801,5804],{},[742,5802,5803],{},"Do each person's new clients come back to them?",[742,5805,5806],{},[161,5807,5808],{},"Team retention",[150,5810,5812],{"id":5811},"what-about-clients-and-appointments","\"What about clients and appointments?\"",[721,5814,5815,5823],{},[724,5816,5817],{},[727,5818,5819,5821],{},[730,5820,5483],{},[730,5822,5486],{},[737,5824,5825,5844,5854,5864,5878,5891,5901,5919],{},[727,5826,5827,5830],{},[742,5828,5829],{},"Are clients coming back?",[742,5831,5832,490,5835,490,5838,490,5841],{},[161,5833,5834],{},"Retention overview",[161,5836,5837],{},"New vs returning clients",[161,5839,5840],{},"Rebook conversion",[161,5842,5843],{},"Service rebook interval",[727,5845,5846,5849],{},[742,5847,5848],{},"What's a client worth over time?",[742,5850,5851],{},[161,5852,5853],{},"Client lifetime value",[727,5855,5856,5859],{},[742,5857,5858],{},"Cancellations and no-shows?",[742,5860,5861],{},[161,5862,5863],{},"Cancellations & no-shows",[727,5865,5866,5869],{},[742,5867,5868],{},"Booked vs delivered appointments?",[742,5870,5871,5874,5875],{},[161,5872,5873],{},"Appointments summary"," \u002F ",[161,5876,5877],{},"Appointments list",[727,5879,5880,5883],{},[742,5881,5882],{},"Empty chair time?",[742,5884,5885,490,5888],{},[161,5886,5887],{},"Calendar gap analysis",[161,5889,5890],{},"Peak hours",[727,5892,5893,5896],{},[742,5894,5895],{},"Are forms getting completed?",[742,5897,5898],{},[161,5899,5900],{},"Form completion funnel",[727,5902,5903,5906],{},[742,5904,5905],{},"Memberships: health, revenue, who's lapsing?",[742,5907,5908,490,5911,490,5914,490,5916],{},[161,5909,5910],{},"Membership KPIs",[161,5912,5913],{},"Membership revenue",[161,5915,1494],{},[161,5917,5918],{},"Expiring soon",[727,5920,5921,5924],{},[742,5922,5923],{},"Loyalty and referrals paying off?",[742,5925,5926,490,5929,490,5932],{},[161,5927,5928],{},"Loyalty dashboard",[161,5930,5931],{},"Loyalty redemption ROI",[161,5933,5934],{},"Referral program",[150,5936,5938],{"id":5937},"wheres-my-stock","\"Where's my stock?\"",[721,5940,5941,5949],{},[724,5942,5943],{},[727,5944,5945,5947],{},[730,5946,5483],{},[730,5948,5486],{},[737,5950,5951,5961,5971,5981],{},[727,5952,5953,5956],{},[742,5954,5955],{},"What's on the shelf right now?",[742,5957,5958],{},[161,5959,5960],{},"Stock on hand",[727,5962,5963,5966],{},[742,5964,5965],{},"Every movement, and why?",[742,5967,5968],{},[161,5969,5970],{},"Stock movement log",[727,5972,5973,5976],{},[742,5974,5975],{},"What's on order from vendors?",[742,5977,5978],{},[161,5979,5980],{},"Ordered stock",[727,5982,5983,5986],{},[742,5984,5985],{},"What does sold product cost us?",[742,5987,5988,490,5991],{},[161,5989,5990],{},"Cost of goods",[161,5992,5993],{},"Inventory turnover",[150,5995,317],{"id":316},[179,5997,5999],{"id":5998},"sales-summary-and-payments-summary-disagree-which-is-wrong","Sales summary and Payments summary disagree. Which is wrong?",[146,6001,6002],{},"Neither. Sales counts what was sold in the period; Payments counts money received in the period. Deposits, pay-later, and gift-card redemptions all legitimately split the two.",[179,6004,6006],{"id":6005},"i-cant-find-a-report-by-name","I can't find a report by name",[146,6008,6009,6010,6012],{},"Use the search box on ",[161,6011,2463],{},". It searches descriptions too, so \"tips\" or \"churn\" finds the right report even if you don't know its name.",[179,6014,6016],{"id":6015},"can-i-build-a-report-that-isnt-listed","Can I build a report that isn't listed?",[146,6018,6019,6020,6023],{},"Yes. The ",[166,6021,6022],{"href":3207},"report builder"," groups your sales by what you choose and saves the view.",{"title":359,"searchDepth":23,"depth":23,"links":6025},[6026,6027,6028,6029,6030,6031],{"id":5473,"depth":23,"text":5474},{"id":5579,"depth":23,"text":5580},{"id":5722,"depth":23,"text":5723},{"id":5811,"depth":23,"text":5812},{"id":5937,"depth":23,"text":5938},{"id":316,"depth":23,"text":317,"children":6032},[6033,6034,6035],{"id":5998,"depth":33,"text":5999},{"id":6005,"depth":33,"text":6006},{"id":6015,"depth":33,"text":6016},"A guide to Owneli's reports, grouped by the question you're asking about sales, money, the team, clients, appointments and stock.",[6038,6039,6040,6041,6042,6043],"which report to use","owneli reports list","sales vs payments report","find the right report","report directory","reports explained",{},12,[3268,5575,3207],{"title":3239,"description":6036},"help\u002Fgrowth\u002Fwhich-report-answers-my-question","8E4m0klYiINFGf5l561L2r7bDzS71eK4eGK9Zh0Bi1g",{"id":6051,"title":4386,"audience":7,"body":6052,"category":54,"description":6269,"draft":386,"extension":387,"icon":6270,"keywords":6271,"locale":11,"meta":6278,"navigation":398,"order":6045,"path":4385,"related":6279,"seo":6280,"sourceHash":402,"stem":6281,"translationReviewed":386,"updatedAt":6282,"__hash__":6283},"help\u002Fhelp\u002Fretail\u002Fmembership-agreement-at-the-counter.md",{"type":143,"value":6053,"toc":6254},[6054,6057,6059,6077,6081,6124,6140,6144,6158,6162,6179,6182,6226,6233,6235,6239,6247,6251],[146,6055,6056],{},"When you sell a membership at the counter, Owneli asks you to go through how its sessions work with the client first, and records that they agreed. A client who knows what each month includes, and what happens to sessions they don't use, is far less likely to dispute a renewal later.",[150,6058,153],{"id":152},[155,6060,6061,6066],{},[158,6062,6063,6065],{},[161,6064,1421],{}," anyone who can run checkouts.",[158,6067,6068,6071,6072,6074,6075,170],{},[161,6069,6070],{},"Set the plan's rules and terms first."," What each period includes, carry-over, pauses and your own ",[161,6073,4135],{}," all come from the plan. See ",[166,6076,1494],{"href":4533},[150,6078,6080],{"id":6079},"sell-the-membership","Sell the membership",[176,6082,6083,6087,6096,6100,6107,6111,6114,6118],{},[179,6084,6086],{"id":6085},"add-the-membership-to-the-sale","Add the membership to the sale",[146,6088,1203,6089,1486,6091,6093,6094,170],{},[161,6090,1485],{},[161,6092,1494],{}," and choose the plan. See ",[166,6095,1389],{"href":1891},[179,6097,6099],{"id":6098},"move-on-from-the-cart","Move on from the cart",[146,6101,6102,6103,6106],{},"When you continue to the tip or payment step, ",[161,6104,6105],{},"How the membership sessions work"," opens.",[179,6108,6110],{"id":6109},"go-through-it-with-the-client","Go through it with the client",[146,6112,6113],{},"Read the list with them. It shows the plan's rules, such as what each period includes and what happens to unused sessions, followed by your own terms.",[179,6115,6117],{"id":6116},"record-their-answer","Record their answer",[146,6119,225,6120,6123],{},[161,6121,6122],{},"The client agreed"," once they've agreed. The sale carries on to payment, and Owneli records who confirmed it and when.",[2453,6125,6126],{},[146,6127,6128,6129,6132,6133,6135,6136,6139],{},"Not ready? Select ",[161,6130,6131],{},"Not now",". The sale carries on, but the counter won't take a card or cash for the membership until the client agrees: the ",[161,6134,1623],{}," button, such as ",[161,6137,6138],{},"Charge $95.00",", opens the rules again.",[150,6141,6143],{"id":6142},"let-the-client-agree-on-their-phone","Let the client agree on their phone",[146,6145,6146,6149,6150,6153,6154,6157],{},[166,6147,6148],{"href":1756},"Send a pay link"," instead of taking payment at the counter. The client sees ",[161,6151,6152],{},"How your membership sessions work"," on the payment page and ticks ",[161,6155,6156],{},"I have read how the sessions work and agree."," before their card details open.",[150,6159,6161],{"id":6160},"where-the-agreement-is-kept","Where the agreement is kept",[146,6163,4400,6164,4403,6166,3845,6168,6171,6172,6175,6176,1770],{},[161,6165,4358],{},[161,6167,1504],{},[161,6169,6170],{},"Sessions and agreement"," it reads, for example, ",[161,6173,6174],{},"The client agreed to how sessions work in person on"," the date, with the name of who confirmed it. An agreement made through a pay link or online reads ",[161,6177,6178],{},"online",[146,6180,6181],{},"Some memberships have no agreement, and say why:",[721,6183,6184,6194],{},[724,6185,6186],{},[727,6187,6188,6191],{},[730,6189,6190],{},"It reads",[730,6192,6193],{},"Because",[737,6195,6196,6206,6216],{},[727,6197,6198,6203],{},[742,6199,6200],{},[161,6201,6202],{},"Assigned by staff: no client agreement was needed.",[742,6204,6205],{},"You assigned the plan from the client's profile, without a sale",[727,6207,6208,6213],{},[742,6209,6210],{},[161,6211,6212],{},"Received as a gift: the rules below applied.",[742,6214,6215],{},"Someone bought it for them as a gift",[727,6217,6218,6223],{},[742,6219,6220],{},[161,6221,6222],{},"No agreement was recorded for this membership.",[742,6224,6225],{},"It was sold before agreements were recorded",[146,6227,6228,6229,170],{},"If a client disputes a membership charge with their bank, the agreement is part of the evidence Owneli puts together for you. See ",[166,6230,6232],{"href":6231},"\u002Fhelp\u002Fcheckout\u002Fcard-disputes","Respond to a card dispute",[150,6234,317],{"id":316},[179,6236,6238],{"id":6237},"go-through-how-the-membership-sessions-work-with-the-client-before-taking-payment","\"Go through how the membership sessions work with the client before taking payment\"",[146,6240,6241,6242,6244,6245,170],{},"The client hasn't agreed yet. Select ",[161,6243,1623],{}," again, go through the rules, and select ",[161,6246,6122],{},[179,6248,6250],{"id":6249},"could-not-load-the-membership-rules","\"Could not load the membership rules\"",[146,6252,6253],{},"The connection dropped while the rules were loading. Close the dialog and continue again.",{"title":359,"searchDepth":23,"depth":23,"links":6255},[6256,6257,6263,6264,6265],{"id":152,"depth":23,"text":153},{"id":6079,"depth":23,"text":6080,"children":6258},[6259,6260,6261,6262],{"id":6085,"depth":33,"text":6086},{"id":6098,"depth":33,"text":6099},{"id":6109,"depth":33,"text":6110},{"id":6116,"depth":33,"text":6117},{"id":6142,"depth":23,"text":6143},{"id":6160,"depth":23,"text":6161},{"id":316,"depth":23,"text":317,"children":6266},[6267,6268],{"id":6237,"depth":33,"text":6238},{"id":6249,"depth":33,"text":6250},"Before a client pays for a membership at the counter, go through how its sessions work and record that they agreed, or send a pay link instead.","i-lucide-clipboard-check",[6272,6273,6274,6275,6276,6277],"membership agreement","membership terms at checkout","client agreed to membership rules","how the membership sessions work","cannot take payment for membership","membership terms and conditions",{},[4533,1891,6231],{"title":4386,"description":6269},"help\u002Fretail\u002Fmembership-agreement-at-the-counter","2026-10-21","TmcaXDdoP4rj5Ix51MUbgn0CKNCkblzK8PQLWP2sYsM",{"id":6285,"title":6286,"audience":7,"body":6287,"category":84,"description":6468,"draft":386,"extension":387,"icon":6469,"keywords":6470,"locale":11,"meta":6476,"navigation":398,"order":6477,"path":3202,"related":6478,"seo":6479,"sourceHash":402,"stem":6480,"translationReviewed":386,"updatedAt":2935,"__hash__":6481},"help\u002Fhelp\u002Fgrowth\u002Fexport-a-report.md","Export a report to CSV, Excel, or PDF",{"type":143,"value":6288,"toc":6453},[6289,6295,6297,6320,6324,6357,6361,6405,6408,6410,6413,6415,6419,6422,6426,6432,6436],[146,6290,6291,6292,6294],{},"Download any report as a CSV, an Excel file or a PDF from its ",[161,6293,3126],{}," menu. The file follows what's on screen: the same dates, location and filters.",[150,6296,153],{"id":152},[155,6298,6299,6314],{},[158,6300,6301,6303,6304,6307,6308,6310,6311,6313],{},[161,6302,1421],{}," anyone who can open the report, if their role has ",[161,6305,6306],{},"Can export reports",". Without it, ",[161,6309,3126],{}," keeps ",[161,6312,3177],{}," and favourites but has no export items.",[158,6315,6316,6319],{},[161,6317,6318],{},"Set up the view first."," Choose the dates, location and filters you want in the file.",[150,6321,6323],{"id":6322},"download-a-report","Download a report",[176,6325,6326,6330,6335,6339,6344,6348],{},[179,6327,6329],{"id":6328},"open-the-report","Open the report",[146,6331,1936,6332,6334],{},[161,6333,2463],{}," and open the report.",[179,6336,6338],{"id":6337},"open-options","Open Options",[146,6340,225,6341,6343],{},[161,6342,3126],{}," at the top. On a phone it's an icon button.",[179,6345,6347],{"id":6346},"choose-a-format","Choose a format",[146,6349,3315,6350,490,6352,470,6354,6356],{},[161,6351,3147],{},[161,6353,3157],{},[161,6355,3167],{},". A CSV downloads at once; Excel and PDF take a moment to build.",[150,6358,6360],{"id":6359},"which-format-to-choose","Which format to choose",[721,6362,6363,6373],{},[724,6364,6365],{},[727,6366,6367,6370],{},[730,6368,6369],{},"Format",[730,6371,6372],{},"Best for",[737,6374,6375,6385,6395],{},[727,6376,6377,6382],{},[742,6378,6379],{},[161,6380,6381],{},"CSV",[742,6383,6384],{},"Another system, such as payroll software or your accountant's spreadsheet. Plain data with every row, not just the page you're on.",[727,6386,6387,6392],{},[742,6388,6389],{},[161,6390,6391],{},"Excel (.xlsx)",[742,6393,6394],{},"Working in a spreadsheet yourself",[727,6396,6397,6402],{},[742,6398,6399],{},[161,6400,6401],{},"PDF",[742,6403,6404],{},"A finished copy to share, such as a month-end pack",[146,6406,6407],{},"Money is exported as plain numbers, so spreadsheet formulas work straight away.",[150,6409,306],{"id":305},[146,6411,6412],{},"The file opens with the same columns and totals you saw, for the dates you chose.",[150,6414,317],{"id":316},[179,6416,6418],{"id":6417},"rows-are-missing","Rows are missing",[146,6420,6421],{},"The file follows the screen. Check the dates and the location in the location pill; a report for one location exports only that location.",[179,6423,6425],{"id":6424},"excel-or-pdf-wont-download","Excel or PDF won't download",[146,6427,6428,6429,6431],{},"They're limited to about 20 an hour for your business, to keep Owneli fast. Wait a little and try again, or use ",[161,6430,3147],{},". A very long date range may need splitting.",[179,6433,6435],{"id":6434},"can-a-report-email-itself-to-me","Can a report email itself to me?",[146,6437,6438,6439,6442,6443,6446,6447,6450,6451,170],{},"Not a single report, but the weekly digest emails you the month's results against your goals. Go to ",[161,6440,6441],{},"Settings → Business → Goals & digest",", open the ",[161,6444,6445],{},"Weekly digest"," tab and select ",[161,6448,6449],{},"Add recipient",". To send payroll to your accountant, see ",[166,6452,5749],{"href":5748},{"title":359,"searchDepth":23,"depth":23,"links":6454},[6455,6456,6461,6462,6463],{"id":152,"depth":23,"text":153},{"id":6322,"depth":23,"text":6323,"children":6457},[6458,6459,6460],{"id":6328,"depth":33,"text":6329},{"id":6337,"depth":33,"text":6338},{"id":6346,"depth":33,"text":6347},{"id":6359,"depth":23,"text":6360},{"id":305,"depth":23,"text":306},{"id":316,"depth":23,"text":317,"children":6464},[6465,6466,6467],{"id":6417,"depth":33,"text":6418},{"id":6424,"depth":33,"text":6425},{"id":6434,"depth":33,"text":6435},"Download any report as a CSV, Excel file or PDF from its Options menu, and choose the right format for your accountant or your own spreadsheet.","i-lucide-file-down",[6471,6472,6473,6474,6475],"export report csv","report to excel","report pdf download","download owneli report","export limit reached",{},14,[3268,3207,5748],{"title":6286,"description":6468},"help\u002Fgrowth\u002Fexport-a-report","9tHbNjM87-GCD6W3vICeZTEi3cI-fuSpTJJbCfaWIlw",{"id":6483,"title":6484,"audience":7,"body":6485,"category":44,"description":6674,"draft":386,"extension":387,"icon":6675,"keywords":6676,"locale":11,"meta":6682,"navigation":398,"order":6683,"path":6684,"related":6685,"seo":6687,"sourceHash":402,"stem":6688,"translationReviewed":386,"updatedAt":6689,"__hash__":6690},"help\u002Fhelp\u002Fclients\u002Fkeep-a-copy-of-your-records.md","Keep a copy of your client list and business records",{"type":143,"value":6486,"toc":6657},[6487,6490,6494,6552,6555,6557,6570,6574,6608,6611,6615,6621,6629,6631,6634,6636,6640,6643,6647,6650,6654],[146,6488,6489],{},"Download the records you need and open the files to check them. Start by choosing the right export: a client contact list, a business report and an individual client's data serve different purposes.",[150,6491,6493],{"id":6492},"choose-the-right-file","Choose the right file",[721,6495,6496,6509],{},[724,6497,6498],{},[727,6499,6500,6503,6506],{},[730,6501,6502],{},"You need",[730,6504,6505],{},"Use",[730,6507,6508],{},"What to expect",[737,6510,6511,6524,6538],{},[727,6512,6513,6516,6521],{},[742,6514,6515],{},"A contact spreadsheet",[742,6517,6518],{},[161,6519,6520],{},"Clients → Export",[742,6522,6523],{},"Names, email addresses, phone numbers, dates of birth, tags, notes and creation dates, subject to your permissions.",[727,6525,6526,6529,6535],{},[742,6527,6528],{},"Appointment, sales or other report data",[742,6530,6531,6532,6534],{},"The report's ",[161,6533,3126],{}," menu",[742,6536,6537],{},"CSV, Excel or PDF for the report's dates, location and filters.",[727,6539,6540,6543,6549],{},[742,6541,6542],{},"A copy of one client's information",[742,6544,6545,6546],{},"Their profile's ",[161,6547,6548],{},"Actions → Data requests",[742,6550,6551],{},"A readable summary or JSON data file. Photos and documents are listed; the original files are not embedded.",[146,6553,6554],{},"These exports are separate. A contact spreadsheet does not include the client's appointment history, completed forms, photos or receipts.",[150,6556,153],{"id":152},[155,6558,6559,6564,6567],{},[158,6560,6561,6563],{},[161,6562,1421],{}," exporting the client list needs permission to manage clients. Individual data requests are for owners and admins. Reports follow your access to the report.",[158,6565,6566],{},"Check the location you want to export. Select specific clients if you only need those records.",[158,6568,6569],{},"Choose a private storage location that the right people in your business can access.",[150,6571,6573],{"id":6572},"download-and-check-the-client-list","Download and check the client list",[176,6575,6576,6580,6585,6589,6594,6598,6601,6605],{},[179,6577,6579],{"id":6578},"open-clients","Open Clients",[146,6581,1936,6582,6584],{},[161,6583,1939],{}," and choose the location you need. Select individual rows if you want a smaller export.",[179,6586,6588],{"id":6587},"export-the-list","Export the list",[146,6590,225,6591,6593],{},[161,6592,2141],{},", shown as a download icon on a phone. The CSV downloads with the selected clients, or the clients in the chosen location when no rows are selected. With no location or row selection, it exports the directory.",[179,6595,6597],{"id":6596},"open-the-file","Open the file",[146,6599,6600],{},"Open the CSV in your spreadsheet app. Check the column headings, number of rows and a few known clients. A missing contact field can reflect your permissions; it does not necessarily mean the record is empty.",[179,6602,6604],{"id":6603},"label-the-copy","Label the copy",[146,6606,6607],{},"Give the saved copy a name that identifies its date and location. Keep the original download unchanged if you plan to edit a working copy for another system.",[146,6609,6610],{},"Search and tag filters do not restrict this export by themselves. Select the rows you intend to download, and check the resulting file.",[150,6612,6614],{"id":6613},"complete-your-record-set","Complete your record set",[146,6616,6617,6618,6620],{},"For appointment or financial history, open the relevant report and set its dates and location before exporting. Follow ",[166,6619,3203],{"href":3202}," to choose CSV, Excel or PDF. Keep reports for different periods clearly labelled so you do not count the same activity twice.",[146,6622,6623,6624,6628],{},"For an individual client's request, follow ",[166,6625,6627],{"href":6626},"\u002Fhelp\u002Fclients\u002Fdelete-a-client#give-a-client-a-copy-of-their-data","Give a client a copy of their data",". Review the summary or data file and arrange any required original photos or documents separately. Do not treat the contact CSV as a complete client record.",[150,6630,306],{"id":305},[146,6632,6633],{},"The files open, the selected locations and periods are correct, and the row counts match the scope you expected. If you are preparing to move systems, compare a few complete client histories before deciding your copy is sufficient.",[150,6635,317],{"id":316},[179,6637,6639],{"id":6638},"some-clients-or-fields-are-missing","Some clients or fields are missing",[146,6641,6642],{},"Check the selected rows, location and your role's field access. The directory export has a limit of 50,000 clients per file. For a larger directory, use smaller location or selected-client exports and verify the combined count.",[179,6644,6646],{"id":6645},"i-need-every-document-as-well-as-the-spreadsheet","I need every document as well as the spreadsheet",[146,6648,6649],{},"A client-list export is a contact file. An individual data export lists photos and files without packaging the originals. Identify the documents you need and arrange those copies before closing access to your records.",[179,6651,6653],{"id":6652},"the-export-is-refused","The export is refused",[146,6655,6656],{},"Ask an owner or admin to check your permissions. Repeated export requests can also hit a temporary limit; wait before trying again. Do not assume a failed download produced a usable file.",{"title":359,"searchDepth":23,"depth":23,"links":6658},[6659,6660,6661,6667,6668,6669],{"id":6492,"depth":23,"text":6493},{"id":152,"depth":23,"text":153},{"id":6572,"depth":23,"text":6573,"children":6662},[6663,6664,6665,6666],{"id":6578,"depth":33,"text":6579},{"id":6587,"depth":33,"text":6588},{"id":6596,"depth":33,"text":6597},{"id":6603,"depth":33,"text":6604},{"id":6613,"depth":23,"text":6614},{"id":305,"depth":23,"text":306},{"id":316,"depth":23,"text":317,"children":6670},[6671,6672,6673],{"id":6638,"depth":33,"text":6639},{"id":6645,"depth":33,"text":6646},{"id":6652,"depth":33,"text":6653},"Choose the right export for contacts, reports or an individual client's information, and check what the file contains.","i-lucide-download",[6677,6678,6679,6680,6681],"export my client list","download business records","client data copy","move my records","export before switching",{},15,"\u002Fhelp\u002Fclients\u002Fkeep-a-copy-of-your-records",[2308,3202,6686],"\u002Fhelp\u002Fclients\u002Fdelete-a-client",{"title":6484,"description":6674},"help\u002Fclients\u002Fkeep-a-copy-of-your-records","2026-10-13","5V72cDgcb9D0yBUT5qyjArTtYvIBvtYaw3mpL-xReX4",{"id":6692,"title":2237,"audience":7,"body":6693,"category":44,"description":7068,"draft":386,"extension":387,"icon":7069,"keywords":7070,"locale":11,"meta":7077,"navigation":398,"order":6683,"path":2236,"related":7078,"seo":7080,"sourceHash":402,"stem":7081,"translationReviewed":386,"updatedAt":7082,"__hash__":7083},"help\u002Fhelp\u002Fclients\u002Fread-a-clients-profile.md",{"type":143,"value":6694,"toc":7055},[6695,6698,6703,6707,6729,6733,6873,6877,6882,6982,6985,6989,6999,7003,7009,7014,7016,7019,7021,7025,7034,7038,7048,7052],[146,6696,6697],{},"Select a client anywhere, in the client list, a booking or a search, and their profile opens over what you were doing. Close it and you're back where you were, with any booking still in progress.",[554,6699],{"alt":6700,"height":4148,"src":6701,"width":6702},"Rosa Delgado's profile: their contact details, tags, home location and the other location they visit, Actions and Book now buttons on the left; the list of sections in the middle; and the Overview with a Due for recall card and Send recall, their wallet, total sales, appointments, rating, loyalty points, cancellations and no-shows.","\u002Fhelp\u002Fclients\u002Fread-a-clients-profile\u002Fprofile.webp",1040,[150,6704,6706],{"id":6705},"the-left-side","The left side",[146,6708,6709,6710,6713,6714,6716,6717,6720,6721,6724,6725,170],{},"The client's name, email and phone, tags (with ",[161,6711,6712],{},"Add tag","), their ",[161,6715,1962],{}," (if you manage clients, tap it to change it) and, under ",[161,6718,6719],{},"Also at",", the other locations they've visited. ",[161,6722,6723],{},"Book now"," starts a booking for them. Below are their loyalty points, birthday and when they became a client. If they're blocked, it says so, with who blocked them. See ",[166,6726,6728],{"href":6727},"\u002Fhelp\u002Fclients\u002Fblocked-and-flagged-clients","Blocked and flagged clients",[150,6730,6732],{"id":6731},"the-sections","The sections",[721,6734,6735,6743],{},[724,6736,6737],{},[727,6738,6739,6741],{},[730,6740,3686],{},[730,6742,3689],{},[737,6744,6745,6755,6765,6774,6783,6793,6806,6815,6824,6834,6843,6853,6863],{},[727,6746,6747,6752],{},[742,6748,6749],{},[161,6750,6751],{},"Overview",[742,6753,6754],{},"Their wallet, total sales, appointments, rating, loyalty points, cancellations and no-shows, any consent on file, and a reminder when they're due back",[727,6756,6757,6762],{},[742,6758,6759],{},[161,6760,6761],{},"Activity",[742,6763,6764],{},"Everything that has happened, newest first",[727,6766,6767,6771],{},[742,6768,6769],{},[161,6770,3673],{},[742,6772,6773],{},"Your text conversation with them, the same one as in the inbox",[727,6775,6776,6780],{},[742,6777,6778],{},[161,6779,3710],{},[742,6781,6782],{},"Past and upcoming visits",[727,6784,6785,6790],{},[742,6786,6787],{},[161,6788,6789],{},"Sales",[742,6791,6792],{},"Every sale, with a link to its receipt",[727,6794,6795,6800],{},[742,6796,6797],{},[161,6798,6799],{},"Client details",[742,6801,6802,6803],{},"Their contact details, emergency contacts, address, personal details and what they've agreed to be sent, including whether they've stopped ",[161,6804,6805],{},"Texts from Owneli's old shared number",[727,6807,6808,6812],{},[742,6809,6810],{},[161,6811,1504],{},[742,6813,6814],{},"Memberships, packages and gift cards they hold",[727,6816,6817,6821],{},[742,6818,6819],{},[161,6820,3790],{},[742,6822,6823],{},"Forms and consents they've completed",[727,6825,6826,6831],{},[742,6827,6828],{},[161,6829,6830],{},"Photos",[742,6832,6833],{},"Before-and-after photos, for roles allowed to see them",[727,6835,6836,6840],{},[742,6837,6838],{},[161,6839,3766],{},[742,6841,6842],{},"Account credit and saved cards",[727,6844,6845,6850],{},[742,6846,6847],{},[161,6848,6849],{},"Loyalty",[742,6851,6852],{},"Points, tier and rewards",[727,6854,6855,6860],{},[742,6856,6857],{},[161,6858,6859],{},"Reviews",[742,6861,6862],{},"Reviews they've left",[727,6864,6865,6870],{},[742,6866,6867],{},[161,6868,6869],{},"Incidents",[742,6871,6872],{},"Incidents recorded about them",[150,6874,6876],{"id":6875},"the-actions-menu","The Actions menu",[146,6878,225,6879,6881],{},[161,6880,4566],{}," under their name:",[721,6883,6884,6893],{},[724,6885,6886],{},[727,6887,6888,6891],{},[730,6889,6890],{},"Group",[730,6892,4566],{},[737,6894,6895,6907,6923,6940,6955,6968],{},[727,6896,6897,6900],{},[742,6898,6899],{},"Communication",[742,6901,6902,490,6904],{},[161,6903,3673],{},[161,6905,6906],{},"Send a form or care guide",[727,6908,6909,6912],{},[742,6910,6911],{},"Care and notes",[742,6913,6914,490,6917,490,6920],{},[161,6915,6916],{},"Add allergy",[161,6918,6919],{},"Add staff alert",[161,6921,6922],{},"Add patch test",[727,6924,6925,6928],{},[742,6926,6927],{},"Sales and rewards",[742,6929,6930,490,6933,490,6935,490,6938],{},[161,6931,6932],{},"Reward",[161,6934,2671],{},[161,6936,6937],{},"Sell gift card",[161,6939,1263],{},[727,6941,6942,6945],{},[742,6943,6944],{},"Client profile",[742,6946,6947,490,6949,490,6952,6954],{},[161,6948,6712],{},[161,6950,6951],{},"Edit client details",[161,6953,2206],{}," (admins)",[727,6956,6957,6960],{},[742,6958,6959],{},"Safety and access",[742,6961,6962,490,6965],{},[161,6963,6964],{},"File incident",[161,6966,6967],{},"Block from booking",[727,6969,6970,6973],{},[742,6971,6972],{},"Manage client",[742,6974,6975,6978,6979],{},[161,6976,6977],{},"Data requests"," (admins), ",[161,6980,6981],{},"Delete client",[146,6983,6984],{},"You only see the actions your role allows.",[150,6986,6988],{"id":6987},"consent-on-file","Consent on file",[146,6990,6991,6992,6994,6995,6998],{},"When the client has signed a consent or ticked a consent box, the Overview shows ",[161,6993,6988],{}," with the date, and ",[161,6996,6997],{},"View consent"," opens it. Looking at consent is recorded in the audit log, like any clinical record.",[150,7000,7002],{"id":7001},"hidden-is-not-the-same-as-empty","Hidden is not the same as empty",[146,7004,7005,7006],{},"Allergies, notes, contact details, spend and photos each need their own permission. If your role doesn't include one, it shows as hidden, never as \"none recorded\". A profile that looks thin to you may be full for a colleague. See ",[166,7007,7008],{"href":1922},"Why is a field hidden from me?",[598,7010,7011],{},[146,7012,7013],{},"Never treat a detail you can't see as missing. \"No allergies shown\" and \"no allergies recorded\" are different things. If allergies are hidden for you, ask someone who can see them before treating.",[150,7015,306],{"id":305},[146,7017,7018],{},"To link to a client, copy the address of their profile. It opens the same profile for anyone on your team who's allowed to see it.",[150,7020,317],{"id":316},[179,7022,7024],{"id":7023},"where-do-i-see-what-a-client-signed","Where do I see what a client signed?",[146,7026,2879,7027,7029,7030,170],{},[161,7028,3790],{}," and select the form to see the answers and signature. See ",[166,7031,7033],{"href":7032},"\u002Fhelp\u002Fclients\u002Freview-a-submitted-form","Review a submitted form",[179,7035,7037],{"id":7036},"how-do-i-change-their-details","How do I change their details?",[146,7039,225,7040,7043,7044,7047],{},[161,7041,7042],{},"Actions → Edit client details",". It opens the same form you ",[166,7045,7046],{"href":2308},"add a client"," with.",[179,7049,7051],{"id":7050},"why-does-a-profile-look-emptier-to-me-than-to-my-manager","Why does a profile look emptier to me than to my manager?",[146,7053,7054],{},"Contact details, clinical details, spend and photos each need their own permission. What you can't see shows as hidden.",{"title":359,"searchDepth":23,"depth":23,"links":7056},[7057,7058,7059,7060,7061,7062,7063],{"id":6705,"depth":23,"text":6706},{"id":6731,"depth":23,"text":6732},{"id":6875,"depth":23,"text":6876},{"id":6987,"depth":23,"text":6988},{"id":7001,"depth":23,"text":7002},{"id":305,"depth":23,"text":306},{"id":316,"depth":23,"text":317,"children":7064},[7065,7066,7067],{"id":7023,"depth":33,"text":7024},{"id":7036,"depth":33,"text":7037},{"id":7050,"depth":33,"text":7051},"What each part of the client profile holds, what's in the Actions menu, where consent shows, and how to read details hidden from your role.","i-lucide-user",[7071,7072,7073,7074,7075,7076],"client profile","client record tabs","client history","consent on file","allergies hidden","client wallet and loyalty",{},[2308,1922,7079],"\u002Fhelp\u002Fclients\u002Fclient-photos",{"title":2237,"description":7068},"help\u002Fclients\u002Fread-a-clients-profile","2026-11-05","m0KS8-6YivZfhNWQ93EBFSPisbO9BSM0S8xbE6pxv_Q",{"id":7085,"title":4379,"audience":7,"body":7086,"category":54,"description":7290,"draft":386,"extension":387,"icon":51,"keywords":7291,"locale":11,"meta":7298,"navigation":398,"order":6683,"path":4378,"related":7299,"seo":7300,"sourceHash":402,"stem":7301,"translationReviewed":386,"updatedAt":6282,"__hash__":7302},"help\u002Fhelp\u002Fretail\u002Fgive-goodwill-sessions.md",{"type":143,"value":7087,"toc":7273},[7088,7091,7093,7108,7112,7180,7194,7198,7201,7226,7236,7238,7244,7246,7250,7253,7257,7260,7264],[146,7089,7090],{},"Sometimes a member deserves more than their plan gives: a cancelled visit on your side, an illness that ate the month, a treatment that needs redoing. Add sessions to their membership as goodwill, or give their unused sessions more time, and the reason stays on the record.",[150,7092,153],{"id":152},[155,7094,7095,7100],{},[158,7096,7097,7099],{},[161,7098,1421],{}," anyone who can run checkouts and issue refunds, since it gives value away.",[158,7101,7102,7105,7106,170],{},[161,7103,7104],{},"It's for plans with included sessions."," The membership needs a plan with session rules, such as one facial a month. See ",[166,7107,1494],{"href":4533},[150,7109,7111],{"id":7110},"give-sessions-as-goodwill","Give sessions as goodwill",[176,7113,7114,7118,7129,7133,7140,7144,7159,7163,7170,7172],{},[179,7115,7117],{"id":7116},"open-the-membership","Open the membership",[146,7119,1936,7120,7122,7123,7125,7126,7128],{},[161,7121,4358],{}," and select the member. Or open the client, select ",[161,7124,1504],{},", then ",[161,7127,1494],{},", and select the membership's name.",[179,7130,7132],{"id":7131},"start-the-goodwill","Start the goodwill",[146,7134,1203,7135,1486,7137,170],{},[161,7136,6170],{},[161,7138,7139],{},"Give sessions",[179,7141,7143],{"id":7142},"choose-what-to-give","Choose what to give",[146,7145,7146,7147,7150,7151,7154,7155,7158],{},"Choose the ",[161,7148,7149],{},"Service",", from the services the plan includes. Enter how many ",[161,7152,7153],{},"Sessions",", from 1 to 50, and the ",[161,7156,7157],{},"Use by"," date.",[179,7160,7162],{"id":7161},"say-why","Say why",[146,7164,7165,7166,7169],{},"Enter a ",[161,7167,7168],{},"Reason",", such as \"Client was ill for the last two weeks of the period\". It's kept on the audit trail; the client doesn't see it.",[179,7171,2019],{"id":2018},[146,7173,225,7174,7176,7177,170],{},[161,7175,2019],{},". You see ",[161,7178,7179],{},"Sessions updated",[146,7181,7182,7183,7185,7186,7189,7190,7193],{},"The new sessions are listed under ",[161,7184,6170],{},", marked ",[161,7187,7188],{},"goodwill"," beside the service name, with how many are left and their use-by date, such as ",[161,7191,7192],{},"2 of 2 left · use by"," a date. The client can book and redeem them like any included session.",[150,7195,7197],{"id":7196},"give-sessions-more-time-or-bring-them-back","Give sessions more time, or bring them back",[146,7199,7200],{},"Every batch of sessions with some left has a button beside it:",[155,7202,7203,7212],{},[158,7204,7205,7208,7209,170],{},[161,7206,7207],{},"Extend",", while they're still valid, opens ",[161,7210,7211],{},"Give these sessions more time",[158,7213,7214,7217,7218,7221,7222,7225],{},[161,7215,7216],{},"Bring back",", once they've lapsed, opens ",[161,7219,7220],{},"Bring back lapsed sessions",". A lapsed batch reads ",[161,7223,7224],{},"lapsed"," with the date.",[146,7227,7228,7229,7231,7232,1469,7234,170],{},"Choose the new ",[161,7230,7157],{}," date, enter a ",[161,7233,7168],{},[161,7235,2019],{},[150,7237,306],{"id":305},[146,7239,7240,7241,7243],{},"The batch shows the new count or date under ",[161,7242,6170],{},". At checkout, the sessions are offered for the service like the plan's own.",[150,7245,317],{"id":316},[179,7247,7249],{"id":7248},"theres-no-give-sessions-button","There's no Give sessions button",[146,7251,7252],{},"Your role can't issue refunds, or the plan has no services included. Ask an admin, or check the plan's rules.",[179,7254,7256],{"id":7255},"theres-no-sessions-and-agreement-section","There's no Sessions and agreement section",[146,7258,7259],{},"The plan doesn't give sessions, such as an account-balance plan, and no sessions have been added before.",[179,7261,7263],{"id":7262},"save-stays-greyed-out","Save stays greyed out",[146,7265,7266,7267,7269,7270,7272],{},"Check that the ",[161,7268,7157],{}," date is after today and the ",[161,7271,7168],{}," has at least 3 characters.",{"title":359,"searchDepth":23,"depth":23,"links":7274},[7275,7276,7283,7284,7285],{"id":152,"depth":23,"text":153},{"id":7110,"depth":23,"text":7111,"children":7277},[7278,7279,7280,7281,7282],{"id":7116,"depth":33,"text":7117},{"id":7131,"depth":33,"text":7132},{"id":7142,"depth":33,"text":7143},{"id":7161,"depth":33,"text":7162},{"id":2018,"depth":33,"text":2019},{"id":7196,"depth":23,"text":7197},{"id":305,"depth":23,"text":306},{"id":316,"depth":23,"text":317,"children":7286},[7287,7288,7289],{"id":7248,"depth":33,"text":7249},{"id":7255,"depth":33,"text":7256},{"id":7262,"depth":33,"text":7263},"Add sessions to a membership as goodwill, give unused sessions more time, or bring back sessions that lapsed, with a reason on the record.",[7292,7293,7294,7295,7296,7297],"goodwill sessions","add free session to membership","extend membership sessions","sessions expired","bring back lapsed sessions","compensate a member",{},[4533,4371,4385],{"title":4379,"description":7290},"help\u002Fretail\u002Fgive-goodwill-sessions","4-3zTBCW6_HH38pb7ZH4KUicUAx4qpJHiD4SnO_bBF0",{"id":7304,"title":7305,"audience":7,"body":7306,"category":94,"description":7729,"draft":386,"extension":387,"icon":81,"keywords":7730,"locale":11,"meta":7738,"navigation":398,"order":6683,"path":5024,"related":7739,"seo":7740,"sourceHash":402,"stem":7741,"translationReviewed":386,"updatedAt":6282,"__hash__":7742},"help\u002Fhelp\u002Fsettings\u002Fsmart-pricing.md","Smart pricing for quiet and busy hours",{"type":143,"value":7307,"toc":7703},[7308,7311,7313,7328,7332,7463,7474,7482,7486,7518,7529,7533,7553,7556,7560,7563,7630,7637,7641,7661,7663,7671,7673,7677,7682,7686,7689,7693,7696,7700],[146,7309,7310],{},"Smart pricing changes a service's price by the time it's booked for. Lower prices in quiet hours bring clients in; higher prices at your busiest times earn more from the slots that always fill. You set it up once, as a weekly schedule, and every booking follows it.",[150,7312,153],{"id":152},[155,7314,7315,7320],{},[158,7316,7317,7319],{},[161,7318,1421],{}," anyone whose role can manage pricing. That's owners, admins and managers unless you've changed the roles.",[158,7321,7322,7325,7326,170],{},[161,7323,7324],{},"Your services need prices."," See ",[166,7327,4541],{"href":5021},[150,7329,7331],{"id":7330},"set-up-a-schedule","Set up a schedule",[176,7333,7334,7338,7353,7357,7368,7372,7383,7387,7420,7424,7450,7454],{},[179,7335,7337],{"id":7336},"open-smart-pricing","Open Smart pricing",[146,7339,1936,7340,1596,7343,7346,7347,7350,7351,170],{},[161,7341,7342],{},"Settings → Payments & selling → Smart pricing",[161,7344,7345],{},"Smart pricing"," page opens, on the ",[161,7348,7349],{},"Schedules"," tab. Select ",[161,7352,7331],{},[179,7354,7356],{"id":7355},"choose-the-team","Choose the team",[146,7358,3315,7359,263,7362,7365,7366,170],{},[161,7360,7361],{},"All team members",[161,7363,7364],{},"Only chosen team members"," to price certain people differently, such as a premium for a senior stylist. Select ",[161,7367,444],{},[179,7369,7371],{"id":7370},"choose-the-services","Choose the services",[146,7373,3315,7374,263,7377,7380,7381,170],{},[161,7375,7376],{},"All services",[161,7378,7379],{},"Only chosen services"," and tick them. Select ",[161,7382,444],{},[179,7384,7386],{"id":7385},"set-your-weekly-prices","Set your weekly prices",[146,7388,7389,7390,7393,7394,470,7397,490,7400,470,7403,5119,7406,7409,7410,7413,7414,7417,7418,170],{},"Turn on a day and select ",[161,7391,7392],{},"Add hours",". Set when the hours start and end, choose ",[161,7395,7396],{},"Increase",[161,7398,7399],{},"Decrease",[161,7401,7402],{},"Percent",[161,7404,7405],{},"Fixed amount",[161,7407,7408],{},"Change by",". A day can have up to 6 ranges that don't overlap. ",[161,7411,7412],{},"Copy Monday to every day"," repeats a day's hours across the week, and ",[161,7415,7416],{},"Preview"," shows a service's price with the change. Select ",[161,7419,444],{},[179,7421,7423],{"id":7422},"choose-where-and-when","Choose where and when",[146,7425,7426,7427,3845,7429,1207,7432,490,7435,7438,7439,7442,7443,7446,7447,170],{},"Pick the ",[161,7428,822],{},[161,7430,7431],{},"When it runs",[161,7433,7434],{},"Every week",[161,7436,7437],{},"Between dates"," for a season or a promotion, or ",[161,7440,7441],{},"Holidays and special days"," to pick dates, with ",[161,7444,7445],{},"Quick-fill holidays"," for Canada and the United States. Give it a ",[161,7448,7449],{},"Schedule name",[179,7451,7453],{"id":7452},"turn-it-on","Turn it on",[146,7455,7456,7457,7460,7461,170],{},"Leave ",[161,7458,7459],{},"Turn it on now"," on, or turn it off to save the schedule paused. Select ",[161,7462,2712],{},[146,7464,309,7465,7468,7469,470,7471,170],{},[161,7466,7467],{},"Schedule saved",", and the schedule appears as a card marked ",[161,7470,4956],{},[161,7472,7473],{},"Paused",[2453,7475,7476],{},[146,7477,7478,7481],{},[161,7479,7480],{},"Increases apply to online bookings only"," is on by default. Peak prices then apply only to bookings clients make online; at the desk and the register, only lower prices apply. Turn it off in the last step to charge peak prices everywhere. Decreases always apply everywhere.",[150,7483,7485],{"id":7484},"what-clients-and-your-team-see","What clients and your team see",[155,7487,7488,7503,7512],{},[158,7489,7490,7493,7494,470,7496,7498,7499,7502],{},[161,7491,7492],{},"Online:"," times with a smart price are tagged ",[161,7495,473],{},[161,7497,469],{},", with the usual price beside it, such as ",[161,7500,7501],{},"usually $120",". A peak price is always shown before the client pays.",[158,7504,7505,7508,7509,170],{},[161,7506,7507],{},"On the appointment:"," the price line says so, such as ",[161,7510,7511],{},"Off-peak · 10% off · usually $120",[158,7513,7514,7517],{},[161,7515,7516],{},"At the register:"," a service is priced for the time of its appointment, or for now when there's no appointment.",[146,7519,7520,7521,7524,7525,7528],{},"To give one client the usual price, open the appointment, select ",[161,7522,7523],{},"Remove"," beside the smart price, then ",[161,7526,7527],{},"Remove smart price",". Anyone who can manage appointments can do this. The visit goes back to its usual price, and the balance due changes to match. No card is charged and nothing is refunded at that moment.",[150,7530,7532],{"id":7531},"change-pause-or-clear-a-schedule","Change, pause or clear a schedule",[146,7534,7535,7536,7538,7539,263,7541,7544,7545,7548,7549,7552],{},"On the schedule's card, select ",[161,7537,2104],{}," to change it and ",[161,7540,3844],{},[161,7542,7543],{},"Pause"," to stop it for a while and ",[161,7546,7547],{},"Resume"," to start it again. ",[161,7550,7551],{},"Clear schedule"," removes it: its prices stop applying straight away, and bookings already made keep the price they were booked at.",[146,7554,7555],{},"Where a schedule for certain dates overlaps an every-week one, the dated one wins.",[150,7557,7559],{"id":7558},"single-rules","Single rules",[146,7561,7562],{},"For one change on its own, such as a Saturday peak, use a single rule instead of a schedule.",[176,7564,7565,7569,7577,7581,7617,7621],{},[179,7566,7568],{"id":7567},"start-a-rule","Start a rule",[146,7570,7571,7572,6446,7574,170],{},"Open the ",[161,7573,7559],{},[161,7575,7576],{},"New single rule",[179,7578,7580],{"id":7579},"set-it-up","Set it up",[146,7582,7165,7583,4287,7586,7589,7590,470,7593,4287,7596,7599,7600,7602,7603,490,7606,189,7609,4125,7612,7614,7615,170],{},[161,7584,7585],{},"Rule name",[161,7587,7588],{},"Direction",": ",[161,7591,7592],{},"Off-peak (discount)",[161,7594,7595],{},"Peak (surge)",[161,7597,7598],{},"Adjustment type"," and enter the ",[161,7601,1599],{},", then pick the ",[161,7604,7605],{},"Days",[161,7607,7608],{},"Start time",[161,7610,7611],{},"End time",[161,7613,1150],{}," and the ",[161,7616,822],{},[179,7618,7620],{"id":7619},"check-the-preview-and-save","Check the preview and save",[146,7622,7623,7626,7627,170],{},[161,7624,7625],{},"Live preview"," shows what one booking would cost. Select ",[161,7628,7629],{},"Create rule",[146,7631,7632,7633,7636],{},"Only one rule or schedule prices a slot. When two overlap, the higher ",[161,7634,7635],{},"Priority"," wins. A peak price can add up to 100%; an off-peak price can take off up to 100%.",[150,7638,7640],{"id":7639},"see-how-its-doing","See how it's doing",[146,7642,7571,7643,7646,7647,490,7650,189,7653,7656,7657,7660],{},[161,7644,7645],{},"Performance"," tab. It shows ",[161,7648,7649],{},"Smart-priced bookings",[161,7651,7652],{},"Extra from peak prices",[161,7654,7655],{},"Discount given off-peak",", and breaks them down ",[161,7658,7659],{},"By schedule or rule",". Cancelled and no-show visits are left out.",[150,7662,306],{"id":305},[146,7664,7665,7666,470,7668,7670],{},"Open your booking page and choose a service. Times inside your hours are tagged ",[161,7667,473],{},[161,7669,469],{},", and the price shows the usual one beside it.",[150,7672,317],{"id":316},[179,7674,7676],{"id":7675},"peak-prices-dont-show-at-the-desk","Peak prices don't show at the desk",[146,7678,7679,7681],{},[161,7680,7480],{}," is on. Edit the schedule and turn it off in the last step if you want peak prices at the desk and the register too.",[179,7683,7685],{"id":7684},"a-booking-still-has-the-old-price","A booking still has the old price",[146,7687,7688],{},"Bookings keep the price they were made at. Changing or clearing a schedule only affects new bookings.",[179,7690,7692],{"id":7691},"overlaps-other-hours","\"Overlaps other hours\"",[146,7694,7695],{},"Two ranges on the same day overlap. Change one so they don't touch.",[179,7697,7699],{"id":7698},"up-to-100","\"Up to +100%\"",[146,7701,7702],{},"A peak price can't more than double the usual price. Enter a smaller change.",{"title":359,"searchDepth":23,"depth":23,"links":7704},[7705,7706,7714,7715,7716,7721,7722,7723],{"id":152,"depth":23,"text":153},{"id":7330,"depth":23,"text":7331,"children":7707},[7708,7709,7710,7711,7712,7713],{"id":7336,"depth":33,"text":7337},{"id":7355,"depth":33,"text":7356},{"id":7370,"depth":33,"text":7371},{"id":7385,"depth":33,"text":7386},{"id":7422,"depth":33,"text":7423},{"id":7452,"depth":33,"text":7453},{"id":7484,"depth":23,"text":7485},{"id":7531,"depth":23,"text":7532},{"id":7558,"depth":23,"text":7559,"children":7717},[7718,7719,7720],{"id":7567,"depth":33,"text":7568},{"id":7579,"depth":33,"text":7580},{"id":7619,"depth":33,"text":7620},{"id":7639,"depth":23,"text":7640},{"id":305,"depth":23,"text":306},{"id":316,"depth":23,"text":317,"children":7724},[7725,7726,7727,7728],{"id":7675,"depth":33,"text":7676},{"id":7684,"depth":33,"text":7685},{"id":7691,"depth":33,"text":7692},{"id":7698,"depth":33,"text":7699},"Set off-peak prices that fill quiet hours and peak prices for your busiest times, on a weekly schedule, and see what they earn.",[7731,7732,7733,7734,7735,7736,7737],"off-peak pricing","peak pricing","surge pricing","discount quiet hours","happy hour prices","holiday prices","dynamic pricing",{},[5021,4960,3268],{"title":7305,"description":7729},"help\u002Fsettings\u002Fsmart-pricing","xPWQuJ9_E3Fbm3LupXsZYNgyLimAtFVpaB9gPyQRvoI",{"id":7744,"title":5040,"audience":7,"body":7745,"category":74,"description":8177,"draft":386,"extension":387,"icon":8178,"keywords":8179,"locale":11,"meta":8188,"navigation":398,"order":6683,"path":5039,"related":8189,"seo":8190,"sourceHash":402,"stem":8191,"translationReviewed":386,"updatedAt":8192,"__hash__":8193},"help\u002Fhelp\u002Fteam\u002Fset-working-hours-and-shift-patterns.md",{"type":143,"value":7746,"toc":8153},[7747,7752,7809,7813,7815,7822,7826,7878,7883,7887,7950,7953,7957,7973,8034,8040,8044,8070,8074,8106,8113,8115,8118,8120,8124,8135,8139,8146,8150],[146,7748,7749,7750,170],{},"Working hours decide when someone can be booked. Set each person's usual week once, then change single days on the week they're different. Both live under ",[161,7751,1310],{},[721,7753,7754,7764],{},[724,7755,7756],{},[727,7757,7758,7761],{},[730,7759,7760],{},"Tab",[730,7762,7763],{},"What it's for",[737,7765,7766,7776,7786,7797],{},[727,7767,7768,7773],{},[742,7769,7770],{},[161,7771,7772],{},"Availability",[742,7774,7775],{},"Each person's usual week, repeated every week",[727,7777,7778,7783],{},[742,7779,7780],{},[161,7781,7782],{},"Shifts",[742,7784,7785],{},"Changes for particular days, on top of the usual week",[727,7787,7788,7792],{},[742,7789,7790],{},[161,7791,5084],{},[742,7793,7794,7795,170],{},"What was actually worked. See ",[166,7796,5031],{"href":5453},[727,7798,7799,7804],{},[742,7800,7801],{},[161,7802,7803],{},"Pay runs",[742,7805,7806,7807,170],{},"Closing a pay period. See ",[166,7808,5749],{"href":5748},[554,7810],{"alt":7811,"height":5141,"src":7812,"width":5143},"The Availability tab: a search box and each team member's usual week, showing which days they work, their start times and their hours per week, such as Tomas Brennan working Monday, Wednesday, Friday, Saturday and Sunday for 30 hours.","\u002Fhelp\u002Fteam\u002Fset-working-hours-and-shift-patterns\u002Favailability.webp",[150,7814,153],{"id":152},[155,7816,7817],{},[158,7818,7819,7821],{},[161,7820,1421],{}," anyone with permission to manage scheduling. It's separate from booking appointments, so someone can run the rota without seeing every client.",[150,7823,7825],{"id":7824},"set-someones-usual-week","Set someone's usual week",[176,7827,7828,7832,7838,7842,7849,7853,7868,7870],{},[179,7829,7831],{"id":7830},"open-availability","Open Availability",[146,7833,1936,7834,5081,7836,170],{},[161,7835,1310],{},[161,7837,7772],{},[179,7839,7841],{"id":7840},"open-their-week","Open their week",[146,7843,7844,7845,7848],{},"Select the person. If they work at several locations, choose the location under ",[161,7846,7847],{},"Hours at","; each location keeps its own week.",[179,7850,7852],{"id":7851},"set-each-day","Set each day",[146,7854,7855,7856,7859,7860,7863,7864,7867],{},"Tick each day they work and set the start and end times. Days left unticked show ",[161,7857,7858],{},"Not working",". For a split shift, select ",[161,7861,7862],{},"Add shift"," under the day, for example 9 AM to 12 PM, then 1 PM to 5 PM; the bin removes a shift. ",[161,7865,7866],{},"Copy Monday to weekdays"," fills Tuesday to Friday from Monday, split shifts included.",[179,7869,2019],{"id":2018},[146,7871,225,7872,7176,7875,170],{},[161,7873,7874],{},"Save hours",[161,7876,7877],{},"Hours saved",[554,7879],{"alt":7880,"height":4148,"src":7881,"width":7882},"Kofi Asante's repeating shifts at Main: 21.0 hours a week, Copy Monday to weekdays and Clear all, then each day with a tick box, its hours, start and end times, a bin and Add shift, Monday and Tuesday not working, and Save hours at the bottom.","\u002Fhelp\u002Fteam\u002Fset-working-hours-and-shift-patterns\u002Fhours.webp",560,[150,7884,7886],{"id":7885},"change-one-day","Change one day",[176,7888,7889,7893,7907,7911,7914,7918,7934,7938],{},[179,7890,7892],{"id":7891},"open-shifts","Open Shifts",[146,7894,2879,7895,7897,7898,490,7901,470,7904,170],{},[161,7896,7782],{}," and go to the week with ",[161,7899,7900],{},"Previous week",[161,7902,7903],{},"Next week",[161,7905,7906],{},"This week",[179,7908,7910],{"id":7909},"select-the-day","Select the day",[146,7912,7913],{},"Select the person's shift for that day, or the empty day. The day opens straight away and says what they usually work that day.",[179,7915,7917],{"id":7916},"set-the-hours","Set the hours",[146,7919,3315,7920,7923,7924,7859,7926,7929,7930,7933],{},[161,7921,7922],{},"Different hours"," and set the times, or ",[161,7925,7858],{},[161,7927,7928],{},"Add another shift this day",", for example 9 AM to 12 PM, then 2 PM to 6 PM. ",[161,7931,7932],{},"Repeating hours"," puts the day back to their usual week.",[179,7935,7937],{"id":7936},"check-then-save","Check, then save",[146,7939,7940,7943,7944,7125,7947,7949],{},[161,7941,7942],{},"What changes"," says in a sentence what changes and what stays the same, and lists anything already booked that day. Nothing is cancelled. Select ",[161,7945,7946],{},"Save this day",[161,7948,2212],{}," within 8 seconds if you change your mind.",[146,7951,7952],{},"Shift times are always the location's local time, named above the grid. If your device is set to another time zone, a note says so.",[150,7954,7956],{"id":7955},"change-one-week","Change one week",[146,7958,7571,7959,7961,7962,7965,7966,7969,7970,4291],{},[161,7960,1855],{}," beside a person and choose ",[161,7963,7964],{},"One week only",". Set each day of that week, then select ",[161,7967,7968],{},"Save this week",". The footer counts the days you changed and shows the week's total next to what it was. Under ",[161,7971,7972],{},"More for this week",[721,7974,7975,7983],{},[724,7976,7977],{},[727,7978,7979,7981],{},[730,7980,3136],{},[730,7982,735],{},[737,7984,7985,7994,8004,8014,8024],{},[727,7986,7987,7991],{},[742,7988,7989],{},[161,7990,7412],{},[742,7992,7993],{},"Gives every day Monday's hours.",[727,7995,7996,8001],{},[742,7997,7998],{},[161,7999,8000],{},"Not working all week",[742,8002,8003],{},"Takes the whole week off.",[727,8005,8006,8011],{},[742,8007,8008],{},[161,8009,8010],{},"Repeating hours all week",[742,8012,8013],{},"Puts every day back to their usual week.",[727,8015,8016,8021],{},[742,8017,8018],{},[161,8019,8020],{},"Use a saved week",[742,8022,8023],{},"Fills the week from one of your saved weeks.",[727,8025,8026,8031],{},[742,8027,8028],{},[161,8029,8030],{},"Add to saved weeks",[742,8032,8033],{},"Saves this week to reuse, such as \"Weekends only\".",[146,8035,8036,8037,8039],{},"After saving, ",[161,8038,2212],{}," puts the week back for 8 seconds.",[150,8041,8043],{"id":8042},"remove-shifts-for-a-week-or-some-dates","Remove shifts for a week or some dates",[146,8045,7571,8046,7961,8048,7125,8051,470,8054,8057,8058,8060,8061,8063,8064,8066,8067,170],{},[161,8047,1855],{},[161,8049,8050],{},"Remove shifts",[161,8052,8053],{},"One week",[161,8055,8056],{},"Some dates"," (up to 13 weeks). Select ",[161,8059,444],{}," to see the shifts that go and anything still booked, which stays booked. Approved time off and holidays stay as they are. Select ",[161,8062,7523],{},", which names how many shifts go, then ",[161,8065,2212],{}," within 8 seconds if needed. Going on leave? Select ",[161,8068,8069],{},"Add time off instead",[150,8071,8073],{"id":8072},"speed-it-up","Speed it up",[155,8075,8076,8088],{},[158,8077,1203,8078,490,8080,8083,8084,8087],{},[161,8079,3126],{},[161,8081,8082],{},"Copy week → next week"," copies this week's changes to the next, and ",[161,8085,8086],{},"Pull last week"," brings last week's forward.",[158,8089,8090,8093,8094,8096,8097,8099,8100,8102,8103,8105],{},[161,8091,8092],{},"Saved weeks"," keeps weeks you saved, such as \"Weekends only\", ready to ",[161,8095,1166],{}," to anyone's week. Open it from ",[161,8098,7972],{},", or from ",[161,8101,8092],{}," in the ",[161,8104,1855],{}," beside a person.",[146,8107,8108,8109,8112],{},"Approved time off and fixed-date holidays are protected: copying a week leaves those days alone and lists them. Manage absence in ",[161,8110,8111],{},"Time off",", not on the shift grid.",[150,8114,306],{"id":305},[146,8116,8117],{},"Open the calendar on a day you set: the person's column is open during their hours and greyed out outside them. On the booking page, times are only offered inside their hours.",[150,8119,317],{"id":316},[179,8121,8123],{"id":8122},"someone-isnt-on-the-calendar","Someone isn't on the calendar",[146,8125,8126,8127,8130,8131,170],{},"They have no working hours, or no services. You see ",[161,8128,8129],{},"No working hours set"," in their week. Set their hours, then check ",[166,8132,8134],{"href":8133},"\u002Fhelp\u002Fteam\u002Fedit-a-team-members-profile-and-services","their services",[179,8136,8138],{"id":8137},"saving-these-hours-creates-a-collision","\"Saving these hours creates a collision\"",[146,8140,8141,8142,8145],{},"They'd be working at two locations at the same time. You can ",[161,8143,8144],{},"Save anyway",", but online booking is off for them on those days until you fix one location's hours.",[179,8147,8149],{"id":8148},"does-changing-hours-move-existing-appointments","Does changing hours move existing appointments?",[146,8151,8152],{},"No. Hours only control where new bookings can go.",{"title":359,"searchDepth":23,"depth":23,"links":8154},[8155,8156,8162,8168,8169,8170,8171,8172],{"id":152,"depth":23,"text":153},{"id":7824,"depth":23,"text":7825,"children":8157},[8158,8159,8160,8161],{"id":7830,"depth":33,"text":7831},{"id":7840,"depth":33,"text":7841},{"id":7851,"depth":33,"text":7852},{"id":2018,"depth":33,"text":2019},{"id":7885,"depth":23,"text":7886,"children":8163},[8164,8165,8166,8167],{"id":7891,"depth":33,"text":7892},{"id":7909,"depth":33,"text":7910},{"id":7916,"depth":33,"text":7917},{"id":7936,"depth":33,"text":7937},{"id":7955,"depth":23,"text":7956},{"id":8042,"depth":23,"text":8043},{"id":8072,"depth":23,"text":8073},{"id":305,"depth":23,"text":306},{"id":316,"depth":23,"text":317,"children":8173},[8174,8175,8176],{"id":8122,"depth":33,"text":8123},{"id":8137,"depth":33,"text":8138},{"id":8148,"depth":33,"text":8149},"Set each person's usual working week, change single days for one week, split a shift, and reuse weeks you saved.","i-lucide-calendar-range",[8180,8181,8182,8183,8184,8185,8186,8187],"set staff working hours","opening hours for staff","shift patterns","staff not bookable on calendar","weekly rota","saved weeks","shift templates","override shifts one week",{},[5453,8133,1381],{"title":5040,"description":8177},"help\u002Fteam\u002Fset-working-hours-and-shift-patterns","2026-10-23","IlD322o-SZ9DlkSm6RtRg3h6FW-9kgf22YKGLrbv_Eg",{"id":8195,"title":5576,"audience":7,"body":8196,"category":84,"description":8470,"draft":386,"extension":387,"icon":8471,"keywords":8472,"locale":11,"meta":8479,"navigation":398,"order":8480,"path":5575,"related":8481,"seo":8483,"sourceHash":402,"stem":8484,"translationReviewed":386,"updatedAt":404,"__hash__":8485},"help\u002Fhelp\u002Fgrowth\u002Funderstand-the-finance-reports.md",{"type":143,"value":8197,"toc":8456},[8198,8217,8221,8224,8251,8254,8339,8343,8350,8387,8397,8401,8416,8418,8422,8428,8432,8441,8445],[146,8199,8200,8201,8204,8205,8208,8209,8212,8213,8216],{},"Four numbers that all feel like \"how much money did we make\" are genuinely different things: ",[161,8202,8203],{},"sales"," (what you sold), ",[161,8206,8207],{},"payments"," (money that moved), ",[161,8210,8211],{},"revenue"," (value you delivered), and ",[161,8214,8215],{},"liabilities"," (value you still owe). Owneli keeps them in separate reports on purpose. Mixing them up is how businesses find a gift card shortfall at year end.",[150,8218,8220],{"id":8219},"why-dont-my-sales-and-payments-match","Why don't my sales and payments match?",[146,8222,8223],{},"Because selling and getting paid are different events that often happen on different days:",[155,8225,8226,8233,8239,8245],{},[158,8227,8228,8229,8232],{},"A ",[161,8230,8231],{},"deposit"," is a payment today for a sale that completes next week.",[158,8234,8228,8235,8238],{},[161,8236,8237],{},"pay-later"," sale is a sale today with the payment arriving later.",[158,8240,8228,8241,8244],{},[161,8242,8243],{},"gift-card redemption"," is revenue today paid with money you received months ago.",[158,8246,8228,8247,8250],{},[161,8248,8249],{},"package session"," is delivered today but was sold and paid for up front.",[146,8252,8253],{},"Each report answers one question honestly rather than blending them:",[721,8255,8256,8268],{},[724,8257,8258],{},[727,8259,8260,8263,8265],{},[730,8261,8262],{},"Number",[730,8264,5486],{},[730,8266,8267],{},"The question",[737,8269,8270,8283,8297,8311,8325],{},[727,8271,8272,8274,8280],{},[742,8273,6789],{},[742,8275,8276,5874,8278],{},[161,8277,5498],{},[161,8279,5508],{},[742,8281,8282],{},"What did we sell this period, net of discounts and refunds?",[727,8284,8285,8288,8294],{},[742,8286,8287],{},"Payments",[742,8289,8290,5874,8292],{},[161,8291,5522],{},[161,8293,5526],{},[742,8295,8296],{},"What money arrived, by tender, minus refunds and processor fees?",[727,8298,8299,8302,8308],{},[742,8300,8301],{},"Cash position",[742,8303,8304,490,8306],{},[161,8305,5662],{},[161,8307,5672],{},[742,8309,8310],{},"What hit the till and the bank, day by day?",[727,8312,8313,8316,8322],{},[742,8314,8315],{},"Liabilities",[742,8317,8318,490,8320],{},[161,8319,5612],{},[161,8321,5652],{},[742,8323,8324],{},"What have customers paid us for that we haven't delivered yet?",[727,8326,8327,8330,8336],{},[742,8328,8329],{},"Liability movement",[742,8331,8332,490,8334],{},[161,8333,5632],{},[161,8335,5642],{},[742,8337,8338],{},"What moved those balances, and what's the trend?",[150,8340,8342],{"id":8341},"the-deferred-revenue-model","The deferred-revenue model",[146,8344,8345,8346,8349],{},"When a client pays up front, for a gift card, a package, a prepaid membership period or a deposit, that money is ",[161,8347,8348],{},"not revenue yet",". It sits as a liability until you deliver:",[176,8351,8352,8356,8365,8369,8372,8376],{},[179,8353,8355],{"id":8354},"money-arrives","Money arrives",[146,8357,8358,8359,189,8361,8364],{},"The payment shows in ",[161,8360,5522],{},[161,8362,8363],{},"Cash flow",". The liability balance rises by the same amount.",[179,8366,8368],{"id":8367},"you-deliver-the-service","You deliver the service",[146,8370,8371],{},"The redemption shows as revenue; the liability falls. Nothing new shows in Payments, because the money already arrived.",[179,8373,8375],{"id":8374},"the-reports-stay-honest","The reports stay honest",[146,8377,8378,8380,8381,8383,8384,8386],{},[161,8379,6789],{}," tells you trading performance, ",[161,8382,8287],{}," reconciles the bank, ",[161,8385,5612],{}," tells you what you'd owe if everyone showed up tomorrow to redeem.",[598,8388,8389],{},[146,8390,8391,8392,189,8394,8396],{},"Treating gift-card and package sales as revenue on day one overstates profit and hides a real obligation. Give your accountant ",[161,8393,5612],{},[161,8395,5642],{}," with the sales figures: the outstanding balance is money you owe.",[150,8398,8400],{"id":8399},"reconciling-the-bank","Reconciling the bank",[146,8402,8403,8404,8406,8407,8409,8410,8412,8413,8415],{},"To tie Owneli to a bank statement, use ",[161,8405,5522],{}," for the tender totals, ",[161,8408,5526],{}," for row-by-row matching, ",[161,8411,5662],{}," for the daily pattern, and ",[161,8414,5672],{}," for when Stripe settles card takings to your account (card money arrives in batches, not per sale).",[150,8417,317],{"id":316},[179,8419,8421],{"id":8420},"which-single-number-is-our-revenue-this-month","Which single number is \"our revenue this month\"?",[146,8423,8424,8425,8427],{},"For trading performance, ",[161,8426,5498],{}," net sales. For accounting revenue, it's sales minus new prepayments plus redemptions. The finance reports give your accountant each part rather than a blend.",[179,8429,8431],{"id":8430},"where-do-refunds-show-up","Where do refunds show up?",[146,8433,8434,8435,8437,8438,8440],{},"Everywhere they truly belong: ",[161,8436,5546],{}," for the events, as negatives in ",[161,8439,5522],{}," for the money, and in the period when the refund happened, not the period of the sale.",[179,8442,8444],{"id":8443},"why-is-there-both-a-liability-summary-and-a-liability-activity-report","Why is there both a Liability summary and a Liability activity report?",[146,8446,8447,8448,8451,8452,8455],{},"Summary is the ",[161,8449,8450],{},"balance"," (a snapshot of what's outstanding); activity is the ",[161,8453,8454],{},"movement"," (every sold\u002Fredeemed transaction in the period). Balance questions go to one, \"what changed\" questions to the other.",{"title":359,"searchDepth":23,"depth":23,"links":8457},[8458,8459,8464,8465],{"id":8219,"depth":23,"text":8220},{"id":8341,"depth":23,"text":8342,"children":8460},[8461,8462,8463],{"id":8354,"depth":33,"text":8355},{"id":8367,"depth":33,"text":8368},{"id":8374,"depth":33,"text":8375},{"id":8399,"depth":23,"text":8400},{"id":316,"depth":23,"text":317,"children":8466},[8467,8468,8469],{"id":8420,"depth":33,"text":8421},{"id":8430,"depth":33,"text":8431},{"id":8443,"depth":33,"text":8444},"Why sales, payments, revenue and liabilities are four different numbers, which report shows each, and how to match Owneli to your bank.","i-lucide-landmark",[8473,8474,8475,8476,8477,8478],"sales vs payments difference","deferred revenue explained","liability report gift cards","finance reports owneli","revenue recognition salon","reconcile bank deposits",{},16,[3238,8482,1439],"\u002Fhelp\u002Fretail\u002Fgift-card-liability-and-expiry",{"title":5576,"description":8470},"help\u002Fgrowth\u002Funderstand-the-finance-reports","WdDhIuAx_VV6d6e0Er0V1DCkjWsMBs3mHzaOM9mPX5w",{"id":8487,"title":8488,"audience":7,"body":8489,"category":74,"description":8854,"draft":386,"extension":387,"icon":4525,"keywords":8855,"locale":11,"meta":8864,"navigation":398,"order":8480,"path":8865,"related":8866,"seo":8867,"sourceHash":402,"stem":8868,"translationReviewed":386,"updatedAt":8869,"__hash__":8870},"help\u002Fhelp\u002Fteam\u002Frepeating-shifts.md","Repeating shifts and someone's last day",{"type":143,"value":8490,"toc":8830},[8491,8494,8498,8500,8532,8536,8640,8644,8647,8651,8659,8673,8676,8680,8721,8725,8731,8738,8742,8755,8761,8765,8791,8793,8803,8805,8809,8816,8820,8823,8827],[146,8492,8493],{},"Repeating shifts are the hours someone works week after week. Each person's repeating shifts have a start date, can end on a date, and can repeat every week or every 2, 3 or 4 weeks. Days you change by hand, approved time off and holidays sit on top.",[554,8495],{"alt":8496,"height":4148,"src":8497,"width":1632},"The Shifts tab with Change Kofi Asante's shifts open: what they work this week, then One day, One week only, Every week from a date and Remove shifts, and under More, Add time off, Saved weeks, Unassign from the location, View team member and Edit team member.","\u002Fhelp\u002Fteam\u002Frepeating-shifts\u002Fname-menu.webp",[150,8499,153],{"id":152},[155,8501,8502,8507,8526],{},[158,8503,8504,8506],{},[161,8505,1421],{}," anyone with permission to manage scheduling.",[158,8508,8509,2060,8512,8515,8516,8518,8519,8522,8523,8525],{},[161,8510,8511],{},"Where:",[161,8513,8514],{},"Team → Scheduling → Shifts",". Select a shift to change that day. The ",[161,8517,1855],{}," beside each name opens ",[161,8520,8521],{},"Change their shifts",", which holds everything else on this page. ",[161,8524,7772],{}," lists each person's repeating shifts, every week of a 2-to-4-week schedule with this week marked, and opens the same page.",[158,8527,8528,8531],{},[161,8529,8530],{},"Times:"," shift times are always the location's local time, named above the grid. If your device is set to another time zone, a note says so.",[150,8533,8535],{"id":8534},"set-someones-repeating-shifts","Set someone's repeating shifts",[176,8537,8538,8542,8564,8568,8575,8579,8602,8608,8612,8623,8627],{},[179,8539,8541],{"id":8540},"open-the-page","Open the page",[146,8543,426,8544,6442,8546,8548,8549,8552,8553,8556,8557,1473,8560,8563],{},[161,8545,7782],{},[161,8547,1855],{}," beside their name and choose ",[161,8550,8551],{},"Every week from a date",". The page starts on the week you're looking at. From a day, choose ",[161,8554,8555],{},"Change every Monday instead"," (with that day's name), or ",[161,8558,8559],{},"Set repeating shifts",[161,8561,8562],{},"More for this day",", to start from that day.",[179,8565,8567],{"id":8566},"_1-starting-when","1 · Starting when?",[146,8569,8570,8571,8574],{},"Set the ",[161,8572,8573],{},"Start date",": today or later. If they work at several locations, choose the location. The time zone the hours are in shows under the date.",[179,8576,8578],{"id":8577},"_2-which-days-and-hours","2 · Which days and hours?",[146,8580,1203,8581,1207,8584,490,8586,490,8589,470,8592,8595,8596,1473,8599,8601],{},[161,8582,8583],{},"Repeats",[161,8585,7434],{},[161,8587,8588],{},"Every 2 weeks",[161,8590,8591],{},"Every 3 weeks",[161,8593,8594],{},"Every 4 weeks",". With 2 to 4 weeks you set each week, and each is headed with its dates, such as \"Week 1: Oct 25 – 31\". Week 1 is the week the start date falls in, running from your business's first day of the week (",[161,8597,8598],{},"First day of the week",[161,8600,1011],{},"). If your week starts on Monday, Saturday and Sunday sit in the same week, so \"every other weekend\" is one week of a 2-week schedule. Changing the first day of the week later does not move anyone's weeks; the next time you save their shifts, the new first day applies.",[146,8603,8604,8605,8607],{},"Tick each day they work. A ticked day starts at the location's opening hours; change the times in 5-minute steps. Select ",[161,8606,7862],{}," for a second shift on the same day, up to 10, and the bin to remove one. A note says when a shift runs past opening hours.",[179,8609,8611],{"id":8610},"_3-does-it-end","3 · Does it end?",[146,8613,8614,8615,8618,8619,8622],{},"There's no end date unless you add one. Select ",[161,8616,8617],{},"Add an end date"," and pick their last day on these shifts. ",[161,8620,8621],{},"Remove the end date"," takes it away again.",[179,8624,8626],{"id":8625},"check-what-changes-then-save","Check what changes, then save",[146,8628,8629,8630,8632,8633,8636,8637,8639],{},"Beside ",[161,8631,2019],{},", one line reads the whole schedule back, such as \"Kofi works a 2 week cycle from Sun, Oct 25, 40 hr over the cycle. Ends after Sat, Dec 5.\" ",[161,8634,8635],{},"What saving changes"," lists days you changed by hand that the new shifts replace, and appointments already booked that would fall outside the new hours, with links to them. Select ",[161,8638,2019],{},". If saving replaces days or leaves appointments outside the new hours, you're asked once more before it saves.",[554,8641],{"alt":8642,"height":5141,"src":8643,"width":5143},"Set Kofi's repeating shifts in three steps: Starting when, with the location and start date; Which days and hours, with Repeats set to Every 2 weeks and each week's days and hours; and Does it end.","\u002Fhelp\u002Fteam\u002Frepeating-shifts\u002Fset-repeating-shifts.webp",[146,8645,8646],{},"From the start date, every week follows the new shifts. Weeks before it keep their old hours, so past reports don't change.",[150,8648,8650],{"id":8649},"change-many-weeks-at-once","Change many weeks at once",[146,8652,8653,8654,8548,8656,8658],{},"Go to the week the change starts, open the ",[161,8655,1855],{},[161,8657,8551],{},". The page opens with the shifts in force on that date, so you only change what's different. When you save:",[155,8660,8661,8664,8667],{},[158,8662,8663],{},"the shifts in force stop the day before;",[158,8665,8666],{},"any shifts you had already set for later dates inside the new period are replaced;",[158,8668,8669,8670],{},"days you changed by hand from the start date are replaced. ",[161,8671,8672],{},"Approved time off and holidays are never touched.",[146,8674,8675],{},"Nothing is cancelled. If a booked appointment falls outside the new hours, it's listed before you save so you can move it.",[150,8677,8679],{"id":8678},"when-someone-is-leaving","When someone is leaving",[176,8681,8682,8686,8692,8696,8710,8714],{},[179,8683,8685],{"id":8684},"open-remove-shifts","Open Remove shifts",[146,8687,7571,8688,8548,8690,170],{},[161,8689,1855],{},[161,8691,8050],{},[179,8693,8695],{"id":8694},"choose-everything-from-a-date","Choose Everything from a date",[146,8697,3315,8698,2882,8701,8704,8705,3466,8708,170],{},[161,8699,8700],{},"Everything from a date",[161,8702,8703],{},"First day with no shifts",", usually the day after their last day. If they work at several locations, choose one or ",[161,8706,8707],{},"All their locations",[161,8709,444],{},[179,8711,8713],{"id":8712},"check-then-remove","Check, then remove",[146,8715,8716,8717,8720],{},"The panel says from which day they have no shifts, which days you changed by hand go too, and which appointments are already booked with them from that date, with links. Select ",[161,8718,8719],{},"Remove from"," the date. Their repeating shifts end the day before; nothing is cancelled, and their time off stays.",[554,8722],{"alt":8723,"height":4148,"src":8724,"width":7882},"Remove shifts for Kofi Asante, everything from a date: the day from which they have no shifts at the location, a day changed by hand that goes too, three booked appointments that stay booked with links to them, and Back and Remove from the date.","\u002Fhelp\u002Fteam\u002Frepeating-shifts\u002Fdelete-from.webp",[146,8726,8727,8728,8730],{},"This is the one change without ",[161,8729,2212],{},", which is why it shows you everything first. To give them shifts again, set new repeating shifts from a later date.",[146,8732,8733,8734,170],{},"On their last day, archive them as usual: see ",[166,8735,8737],{"href":8736},"\u002Fhelp\u002Fteam\u002Fsuspend-archive-or-offboard-a-team-member","Suspend, archive or offboard a team member",[150,8739,8741],{"id":8740},"remove-one-week-or-some-dates","Remove one week or some dates",[146,8743,8744,8745,4034,8747,470,8749,8751,8752,8754],{},"For a gap rather than a goodbye, open ",[161,8746,8050],{},[161,8748,8053],{},[161,8750,8056],{}," (any run of dates, up to 13 weeks). The check lists the shifts that go, says that time off and holidays stay as they are, and lists appointments still booked, which stay booked. Their repeating shifts carry on after the last date. Select ",[161,8753,2212],{}," within 8 seconds to put everything back.",[146,8756,8757,8758,8760],{},"Going on leave or a holiday? Select ",[161,8759,8069],{},", so the absence is recorded and approved like any other.",[150,8762,8764],{"id":8763},"change-one-day-or-one-week","Change one day or one week",[146,8766,8767,8768,8770,8771,490,8773,470,8775,1643,8777,8779,8780,8782,8783,8785,8786,8788,8789,170],{},"Select any shift on ",[161,8769,7782],{}," and the day opens straight away: ",[161,8772,7932],{},[161,8774,7922],{},[161,8776,7858],{},[161,8778,7928],{}," for a split shift. For a whole week, choose ",[161,8781,7964],{}," from the ",[161,8784,1855],{}," beside their name. Both change those dates only, list anything booked, and offer ",[161,8787,2212],{}," for 8 seconds. See ",[166,8790,5040],{"href":5039},[150,8792,306],{"id":305},[146,8794,8795,8796,8798,8799,8802],{},"Go to a week after the start date on ",[161,8797,7782],{},": the person works only on the days you set, marked ",[161,8800,8801],{},"Repeating",". On the calendar they appear on those days, and on the booking page times are offered only then.",[150,8804,317],{"id":316},[179,8806,8808],{"id":8807},"this-team-member-doesnt-offer-any-services","\"This team member doesn't offer any services\"",[146,8810,8811,8812,8815],{},"They can't be booked online until they do. Select ",[161,8813,8814],{},"Edit team member"," on the note and add their services.",[179,8817,8819],{"id":8818},"a-shift-is-marked-in-red","A shift is marked in red",[146,8821,8822],{},"Two shifts on the same day overlap, or one ends before it starts. Fix the times, then save.",[179,8824,8826],{"id":8825},"their-hours-at-another-location-collide","Their hours at another location collide",[146,8828,8829],{},"The page warns when the new shifts overlap their hours at another location. You can still save, but online booking is off for them on those days until one location changes.",{"title":359,"searchDepth":23,"depth":23,"links":8831},[8832,8833,8840,8841,8846,8847,8848,8849],{"id":152,"depth":23,"text":153},{"id":8534,"depth":23,"text":8535,"children":8834},[8835,8836,8837,8838,8839],{"id":8540,"depth":33,"text":8541},{"id":8566,"depth":33,"text":8567},{"id":8577,"depth":33,"text":8578},{"id":8610,"depth":33,"text":8611},{"id":8625,"depth":33,"text":8626},{"id":8649,"depth":23,"text":8650},{"id":8678,"depth":23,"text":8679,"children":8842},[8843,8844,8845],{"id":8684,"depth":33,"text":8685},{"id":8694,"depth":33,"text":8695},{"id":8712,"depth":33,"text":8713},{"id":8740,"depth":23,"text":8741},{"id":8763,"depth":23,"text":8764},{"id":305,"depth":23,"text":306},{"id":316,"depth":23,"text":317,"children":8850},[8851,8852,8853],{"id":8807,"depth":33,"text":8808},{"id":8818,"depth":33,"text":8819},{"id":8825,"depth":33,"text":8826},"Give someone shifts that repeat every week or every 2 to 4 weeks from a date, change many weeks at once, and remove their shifts after their last day.",[8856,8857,8858,8859,8860,8861,8862,8863],"repeating shifts","every other week rota","biweekly shifts","shift pattern from a date","staff leaving notice period","stop someone being bookable","remove shifts from a date","end date for shifts",{},"\u002Fhelp\u002Fteam\u002Frepeating-shifts",[5039,5453,8736],{"title":8488,"description":8854},"help\u002Fteam\u002Frepeating-shifts","2026-10-22","2sfXOH-cAyFVhiZw6RyTYVsCbc2mZiDh3s3bc0E1MZY",{"id":8872,"title":8873,"audience":7,"body":8874,"category":44,"description":9073,"draft":386,"extension":387,"icon":9074,"keywords":9075,"locale":11,"meta":9081,"navigation":398,"order":9082,"path":2310,"related":9083,"seo":9084,"sourceHash":402,"stem":9085,"translationReviewed":386,"updatedAt":9086,"__hash__":9087},"help\u002Fhelp\u002Fclients\u002Fclient-tags-and-filters.md","Client tags and filters",{"type":143,"value":8875,"toc":9056},[8876,8889,8891,8904,8908,8917,8921,8964,8968,8995,8999,9019,9030,9032,9035,9037,9041,9049,9053],[146,8877,8878,8879,490,8882,470,8885,8888],{},"Tags are short labels you put on clients, such as ",[2057,8880,8881],{},"vip",[2057,8883,8884],{},"patch-test-due",[2057,8886,8887],{},"referred-by-staff",". They help you find groups of clients, send them a campaign, or spot them on the calendar.",[150,8890,153],{"id":152},[155,8892,8893,8898],{},[158,8894,8895,8897],{},[161,8896,1421],{}," anyone who can manage clients.",[158,8899,8900,8903],{},[161,8901,8902],{},"Clients never see tags."," They don't appear in the client's account, emails or receipts.",[150,8905,8907],{"id":8906},"tag-one-client","Tag one client",[146,8909,2168,8910,8912,8913,8916],{},[161,8911,6712],{}," under their name, or ",[161,8914,8915],{},"Actions → Add tag",". Type the tag and save.",[150,8918,8920],{"id":8919},"tag-many-clients-at-once","Tag many clients at once",[176,8922,8923,8927,8932,8936,8947,8951,8958,8960],{},[179,8924,8926],{"id":8925},"select-the-clients","Select the clients",[146,8928,1936,8929,8931],{},[161,8930,1939],{}," and tick the box beside each client. Your selection stays as you change the search, so you can search, select, search again and select more.",[179,8933,8935],{"id":8934},"choose-tag","Choose Tag",[146,8937,8938,8939,7125,8941,470,8944,170],{},"In the bar at the bottom, select ",[161,8940,850],{},[161,8942,8943],{},"Add Tag",[161,8945,8946],{},"Remove Tag",[179,8948,8950],{"id":8949},"enter-the-tag","Enter the tag",[146,8952,8953,8954,8957],{},"To add, type the tag in ",[161,8955,8956],{},"Enter tag name",". To remove, choose it from the list.",[179,8959,1166],{"id":1165},[146,8961,225,8962,170],{},[161,8963,1166],{},[150,8965,8967],{"id":8966},"filter-your-client-list","Filter your client list",[155,8969,8970,8975,8985,8990],{},[158,8971,8972,8974],{},[161,8973,2754],{}," matches name, email and phone. Matching email and phone needs permission to see contact details.",[158,8976,8977,8980,8981,8984],{},[161,8978,8979],{},"Tags"," under the search show every tag in use. Select one or more to narrow the list: with several, you see clients who have all of them. Select ",[161,8982,8983],{},"Clear"," to reset.",[158,8986,8987,8989],{},[161,8988,2082],{}," shows everyone. Choose a location to see the clients who have booked there.",[158,8991,8992,8994],{},[161,8993,2078],{}," shows clients who are blocked from booking.",[150,8996,8998],{"id":8997},"where-else-tags-work","Where else tags work",[155,9000,9001,9011],{},[158,9002,9003,9006,9007,170],{},[161,9004,9005],{},"Campaigns:"," send a campaign to everyone with a tag. See ",[166,9008,9010],{"href":9009},"\u002Fhelp\u002Fgrowth\u002Fcampaigns","Campaigns",[158,9012,9013,2060,9016,9018],{},[161,9014,9015],{},"Calendar:",[161,9017,1159],{}," in the calendar filters shows appointments for clients with those tags.",[2888,9020,9021],{},[146,9022,9023,9024,189,9026,9029],{},"Tidy your tags now and then. Two spellings of the same idea, such as ",[2057,9025,8881],{},[2057,9027,9028],{},"vip-client",", quietly split every group you build from them.",[150,9031,306],{"id":305},[146,9033,9034],{},"The tag shows on the client's row and profile, and selecting the tag above the list shows them.",[150,9036,317],{"id":316},[179,9038,9040],{"id":9039},"i-want-to-export-a-filtered-list","I want to export a filtered list",[146,9042,9043,9045,9046,9048],{},[161,9044,2141],{}," downloads all clients, or only the ones you've selected. Filter the list, tick the clients you want, then select ",[161,9047,2141],{}," in the bar at the bottom.",[179,9050,9052],{"id":9051},"selecting-two-tags-shows-fewer-clients-than-expected","Selecting two tags shows fewer clients than expected",[146,9054,9055],{},"With more than one tag selected, the list shows clients who have every one of them. Select one tag at a time to see each group.",{"title":359,"searchDepth":23,"depth":23,"links":9057},[9058,9059,9060,9066,9067,9068,9069],{"id":152,"depth":23,"text":153},{"id":8906,"depth":23,"text":8907},{"id":8919,"depth":23,"text":8920,"children":9061},[9062,9063,9064,9065],{"id":8925,"depth":33,"text":8926},{"id":8934,"depth":33,"text":8935},{"id":8949,"depth":33,"text":8950},{"id":1165,"depth":33,"text":1166},{"id":8966,"depth":23,"text":8967},{"id":8997,"depth":23,"text":8998},{"id":305,"depth":23,"text":306},{"id":316,"depth":23,"text":317,"children":9070},[9071,9072],{"id":9039,"depth":33,"text":9040},{"id":9051,"depth":33,"text":9052},"Tag clients one at a time or in bulk, filter your client list by tag and location, and use the same tags for campaigns and the calendar.","i-lucide-tags",[9076,9077,2305,9078,9079,9080],"client tags","segment clients","filter client list","client audience for campaign","export filtered clients",{},17,[2308,9009],{"title":8873,"description":9073},"help\u002Fclients\u002Fclient-tags-and-filters","2026-10-10","MChC9GSG0hkDcYryCrH-7NX3Oi1kS__uLkabYbi97Ck",{"id":9089,"title":3208,"audience":7,"body":9090,"category":84,"description":9286,"draft":386,"extension":387,"icon":9287,"keywords":9288,"locale":11,"meta":9294,"navigation":398,"order":9295,"path":3207,"related":9296,"seo":9297,"sourceHash":402,"stem":9298,"translationReviewed":386,"updatedAt":404,"__hash__":9299},"help\u002Fhelp\u002Fgrowth\u002Fbuild-a-custom-report.md",{"type":143,"value":9091,"toc":9270},[9092,9099,9101,9116,9120,9218,9223,9227,9241,9246,9248,9251,9253,9257,9266,9268],[146,9093,9094,9095,9098],{},"The ",[161,9096,9097],{},"Report builder"," answers \"can I see sales by X?\" questions the fixed reports don't. Choose the dates and what to group by, and it adds up your sales that way, with totals, a chart and the usual exports. Save the views you like and share them with your team.",[150,9100,153],{"id":152},[155,9102,9103,9108],{},[158,9104,9105,9107],{},[161,9106,1421],{}," anyone whose role includes reports.",[158,9109,9110,9113,9114],{},[161,9111,9112],{},"It uses sales."," For payments, appointments or stock, use the report for that. See ",[166,9115,3239],{"href":3238},[150,9117,9119],{"id":9118},"build-a-report","Build a report",[176,9121,9122,9126,9132,9134,9137,9141,9166,9170,9201,9205],{},[179,9123,9125],{"id":9124},"open-the-builder","Open the builder",[146,9127,1936,9128,5081,9130,170],{},[161,9129,2463],{},[161,9131,9097],{},[179,9133,3059],{"id":3058},[146,9135,9136],{},"Use the date control, as on any report.",[179,9138,9140],{"id":9139},"choose-what-to-group-by","Choose what to group by",[146,9142,1203,9143,1207,9145,490,9147,490,9149,490,9151,490,9153,490,9155,490,9157,490,9159,470,9162,9165],{},[161,9144,3107],{},[161,9146,966],{},[161,9148,953],{},[161,9150,874],{},[161,9152,822],{},[161,9154,5098],{},[161,9156,7149],{},[161,9158,3484],{},[161,9160,9161],{},"Item type",[161,9163,9164],{},"Payment method",". The table updates straight away.",[179,9167,9169],{"id":9168},"read-it","Read it",[146,9171,9172,9173,490,9175,490,9178,490,9181,189,9184,9186,9187,189,9189,9192,9193,189,9195,9197,9198,9200],{},"The columns suit the grouping: ",[161,9174,6789],{},[161,9176,9177],{},"Revenue",[161,9179,9180],{},"Discount",[161,9182,9183],{},"Tax",[161,9185,1400],{}," for most; ",[161,9188,1504],{},[161,9190,9191],{},"Qty"," for services, categories and item types; ",[161,9194,8287],{},[161,9196,1599],{}," for payment methods. ",[161,9199,1508],{}," is at the bottom and a chart shows revenue by group.",[179,9202,9204],{"id":9203},"save-it","Save it",[146,9206,7165,9207,9210,9211,9214,9215,170],{},[161,9208,9209],{},"View name",", tick ",[161,9212,9213],{},"Share with team"," if others should see it, and select ",[161,9216,9217],{},"Save view",[554,9219],{"alt":9220,"height":9221,"src":9222,"width":5143},"The Report builder at Main for the last 30 days, grouped by Month: View name, Share with team and Save view, a table of sales, revenue, discount, tax and tip for each month with a total, and a revenue chart below.",800,"\u002Fhelp\u002Fgrowth\u002Fbuild-a-custom-report\u002Fbuilder.webp",[150,9224,9226],{"id":9225},"use-saved-views","Use saved views",[146,9228,9229,9230,9233,9234,2079,9237,9240],{},"Select a saved view to load it. Views shared with the team are marked ",[161,9231,9232],{},"shared"," and everyone with reports access sees them, each through their own permissions and locations. To start from someone else's view, load it and choose ",[161,9235,9236],{},"Options → Duplicate",[161,9238,9239],{},"Delete view"," removes one you made.",[2888,9242,9243],{},[146,9244,9245],{},"Each view has its own web address, so you can bookmark \"revenue by team member, last 30 days\".",[150,9247,306],{"id":305},[146,9249,9250],{},"Your view appears in the list of saved views. Selecting it later loads the same grouping.",[150,9252,317],{"id":316},[179,9254,9256],{"id":9255},"can-i-group-by-two-things-like-team-member-by-month","Can I group by two things, like team member by month?",[146,9258,9259,9260,9262,9263,9265],{},"Not in one table. Choose one month and group by ",[161,9261,5098],{},", or export ",[161,9264,5508],{}," and use a spreadsheet.",[179,9267,3226],{"id":3225},[146,9269,3229],{},{"title":359,"searchDepth":23,"depth":23,"links":9271},[9272,9273,9280,9281,9282],{"id":152,"depth":23,"text":153},{"id":9118,"depth":23,"text":9119,"children":9274},[9275,9276,9277,9278,9279],{"id":9124,"depth":33,"text":9125},{"id":3058,"depth":33,"text":3059},{"id":9139,"depth":33,"text":9140},{"id":9168,"depth":33,"text":9169},{"id":9203,"depth":33,"text":9204},{"id":9225,"depth":23,"text":9226},{"id":305,"depth":23,"text":306},{"id":316,"depth":23,"text":317,"children":9283},[9284,9285],{"id":9255,"depth":33,"text":9256},{"id":3225,"depth":33,"text":3226},"Group your sales by month, team member, service, payment method and more in the Report builder, then save and share the view.","i-lucide-table-2",[9289,9290,9291,9292,9293],"custom report builder","group sales by staff","saved report views","report by service category","share report with team",{},18,[3268,3202,3238],{"title":3208,"description":9286},"help\u002Fgrowth\u002Fbuild-a-custom-report","_ZlAtix0DAkYy-Q8LgGG_ji3vE-44UQrHiuixgJNZVM",{"id":9301,"title":169,"audience":7,"body":9302,"category":104,"description":9495,"draft":386,"extension":387,"icon":9496,"keywords":9497,"locale":11,"meta":9504,"navigation":398,"order":124,"path":168,"related":9505,"seo":9506,"sourceHash":402,"stem":9507,"translationReviewed":386,"updatedAt":404,"__hash__":9508},"help\u002Fhelp\u002Faccount\u002Faccept-an-invitation.md",{"type":143,"value":9303,"toc":9479},[9304,9307,9309,9317,9321,9383,9387,9390,9439,9442,9444,9453,9455,9459,9462,9466,9469,9473],[146,9305,9306],{},"When a business adds you to its team, you get an email invitation. Open the link, set a password, and you're in. If you already use Owneli with that email, you just accept.",[150,9308,153],{"id":152},[155,9310,9311],{},[158,9312,9313,9316],{},[161,9314,9315],{},"You need the invitation email."," The link is tied to the address it was sent to.",[150,9318,9320],{"id":9319},"accept-as-someone-new-to-owneli","Accept as someone new to Owneli",[176,9322,9323,9327,9330,9332,9351,9355,9372,9374],{},[179,9324,9326],{"id":9325},"open-the-link","Open the link",[146,9328,9329],{},"Select the link in your invitation email. The page shows the business you're joining and your role.",[179,9331,480],{"id":479},[146,9333,9334,9335,7125,9337,9340,9341,9344,9345,9348,9349,170],{},"Enter ",[161,9336,489],{},[161,9338,9339],{},"Set your password"," (at least 8 characters) and ",[161,9342,9343],{},"Confirm password",". Add a ",[161,9346,9347],{},"Phone number"," if you'd like shift reminders by text; it's optional. Select ",[161,9350,444],{},[179,9352,9354],{"id":9353},"verify-your-phone-if-you-added-one","Verify your phone, if you added one",[146,9356,9357,9358,9361,9362,470,9365,263,9368,9371],{},"Enter the code texted to you and select ",[161,9359,9360],{},"Verify & accept",". If it doesn't arrive, select ",[161,9363,9364],{},"Resend code",[161,9366,9367],{},"Email me the code instead",[161,9369,9370],{},"Skip for now"," and verify it later.",[179,9373,215],{"id":214},[146,9375,309,9376,9379,9380,9382],{},[161,9377,9378],{},"Account created!"," and you're signed in. If not, select ",[161,9381,196],{}," and use your new password.",[150,9384,9386],{"id":9385},"accept-with-an-account-you-already-have","Accept with an account you already have",[146,9388,9389],{},"One sign-in can belong to several businesses.",[721,9391,9392,9402],{},[724,9393,9394],{},[727,9395,9396,9399],{},[730,9397,9398],{},"Situation",[730,9400,9401],{},"What you see",[737,9403,9404,9415,9428],{},[727,9405,9406,9409],{},[742,9407,9408],{},"Signed in with the invited email",[742,9410,9411,9414],{},[161,9412,9413],{},"Accept Invitation",": select it and the business is added to your account",[727,9416,9417,9420],{},[742,9418,9419],{},"Signed in with a different email",[742,9421,9422,3466,9425,9427],{},[161,9423,9424],{},"This invitation is for a different account",[161,9426,2832],{},", then open the link again.",[727,9429,9430,9433],{},[742,9431,9432],{},"Signed out, with an existing account",[742,9434,9435,9438],{},[161,9436,9437],{},"Sign in to accept",". You come straight back to finish joining.",[146,9440,9441],{},"After joining, switch between businesses from the organisation switcher.",[150,9443,306],{"id":305},[146,9445,9446,9447,4867,9449,170],{},"You land in Owneli and see the business's name. Your first steps are waiting on ",[161,9448,312],{},[166,9450,9452],{"href":9451},"\u002Fhelp\u002Fgetting-started\u002Fcomplete-your-onboarding","Complete your onboarding",[150,9454,317],{"id":316},[179,9456,9458],{"id":9457},"invalid-invitation","\"Invalid Invitation\"",[146,9460,9461],{},"The link has expired or been cancelled. Ask the person who invited you to send a new one.",[179,9463,9465],{"id":9464},"can-i-use-a-different-email-address","Can I use a different email address?",[146,9467,9468],{},"No. The invitation belongs to the address it was sent to. If it's the wrong one, ask for it to be cancelled and sent to the right address.",[179,9470,9472],{"id":9471},"what-should-i-do-first","What should I do first?",[146,9474,9475,9476,170],{},"Set up two-factor sign-in; some businesses require it. See ",[166,9477,9478],{"href":206},"Secure your account with two-factor authentication",{"title":359,"searchDepth":23,"depth":23,"links":9480},[9481,9482,9488,9489,9490],{"id":152,"depth":23,"text":153},{"id":9319,"depth":23,"text":9320,"children":9483},[9484,9485,9486,9487],{"id":9325,"depth":33,"text":9326},{"id":479,"depth":33,"text":480},{"id":9353,"depth":33,"text":9354},{"id":214,"depth":33,"text":215},{"id":9385,"depth":23,"text":9386},{"id":305,"depth":23,"text":306},{"id":316,"depth":23,"text":317,"children":9491},[9492,9493,9494],{"id":9457,"depth":33,"text":9458},{"id":9464,"depth":33,"text":9465},{"id":9471,"depth":33,"text":9472},"Open your invitation link, set a password and you're in, or accept with the Owneli account you already have.","i-lucide-mail-plus",[9498,9499,9500,9501,9502,9503],"accept invitation","join my team","invite link expired","create staff account","invitation email not working","join a second business",{},[399,206,2930],{"title":169,"description":9495},"help\u002Faccount\u002Faccept-an-invitation","oVacJf0jVtUbfl1GbC88NGJYncb7UTx8MU7q4T6Bdik",{"id":9510,"title":9511,"audience":120,"body":9512,"category":125,"description":9703,"draft":386,"extension":387,"icon":41,"keywords":9704,"locale":11,"meta":9711,"navigation":398,"order":124,"path":9712,"related":9713,"seo":9714,"sourceHash":402,"stem":9715,"translationReviewed":386,"updatedAt":5027,"__hash__":9716},"help\u002Fhelp\u002Fbook-online\u002Fbook-for-a-group.md","How do I book for a group or party?",{"type":143,"value":9513,"toc":9683},[9514,9521,9524,9612,9614,9624,9628,9635,9640,9642,9646,9653,9657,9662,9666,9669,9673,9676,9680],[146,9515,9516,9517,9520],{},"If a business takes group bookings, its page has ",[161,9518,9519],{},"Book a group",". You organise it: choose services for each guest, pick a time for everyone, and the whole group is booked at once.",[150,9522,9519],{"id":9523},"book-a-group",[176,9525,9526,9528,9533,9537,9544,9548,9560,9564,9577,9579,9586,9588,9591,9593],{},[179,9527,277],{"id":276},[146,9529,9530,9531,170],{},"On the business's page, tap ",[161,9532,9519],{},[179,9534,9536],{"id":9535},"add-your-guests","Add your guests",[146,9538,9539,9540,9543],{},"You're the first guest. Tap ",[161,9541,9542],{},"Add a guest"," for each person, up to 8 in all. Give the group a name if you like, such as \"Sarah's bridal party\".",[179,9545,9547],{"id":9546},"choose-each-guests-services","Choose each guest's services",[146,9549,9550,9551,9554,9555,9557,9558,170],{},"For each guest, tap ",[161,9552,9553],{},"Select services",", choose what they'd like, and tap ",[161,9556,1655],{},". Everyone can have something different. Tap ",[161,9559,444],{},[179,9561,9563],{"id":9562},"choose-how-youd-like-to-be-seen","Choose how you'd like to be seen",[146,9565,9566,9567,470,9570,1473,9573,9576],{},"If the business offers it, choose ",[161,9568,9569],{},"At the same time",[161,9571,9572],{},"One after another",[161,9574,9575],{},"How would you like to be seen?"," At the same time, everyone starts together. One after another, each person starts after the one before finishes, often with the same professional.",[179,9578,463],{"id":462},[146,9580,9581,9582,9585],{},"Choose a day and a time. Each time shows when the group finishes, such as \"to 11:30\". When people start at different times, ",[161,9583,9584],{},"Each person's time"," shows who starts when.",[179,9587,480],{"id":479},[146,9589,9590],{},"You're the organiser: enter your name and an email or phone for the confirmation. Your guests only need a name.",[179,9592,519],{"id":518},[146,9594,522,9595,9598,9599,9601,9602,534,9605,9608,9609,170],{},[161,9596,9597],{},"Book the group",". If the business takes a deposit for groups, tap ",[161,9600,529],{},", enter your card under ",[161,9603,9604],{},"Secure your group",[161,9606,9607],{},"Pay"," and the amount ",[161,9610,9611],{},"& book",[150,9613,306],{"id":305},[146,9615,309,9616,9619,9620,9623],{},[161,9617,9618],{},"Your group is booked!"," with the day and the group's times, and each guest gets their own confirmation. Tap ",[161,9621,9622],{},"Manage your group"," to see everyone's appointment. If you start at different times, your own confirmation email lists everyone's time too.",[150,9625,9627],{"id":9626},"manage-the-group","Manage the group",[146,9629,9630,9631,9634],{},"The group link lists everyone in the order they start, with each guest's times, service, professional and status. As the organiser, you can tap ",[161,9632,9633],{},"Cancel this group"," to cancel everyone. To change one guest, contact the business.",[598,9636,9637],{},[146,9638,9639],{},"Cancelling the group cancels every guest's appointment at once and can't be undone. Any deposit follows the business's cancellation terms.",[150,9641,317],{"id":316},[179,9643,9645],{"id":9644},"no-times-together-that-day","No times together that day",[146,9647,9648,9649,9652],{},"When no time fits everyone at once, you're offered times where some or all of you are seen one after another. Pick one of those, or tap ",[161,9650,9651],{},"Find a day for everyone together"," to look for a day in the next two weeks.",[179,9654,9656],{"id":9655},"no-times-one-after-another","No times one after another",[146,9658,9659,9660,170],{},"That day has no times to see everyone one after another. Try another date, or choose ",[161,9661,9569],{},[179,9663,9665],{"id":9664},"group-booking-isnt-available-here","\"Group booking isn't available here\"",[146,9667,9668],{},"This business or location isn't taking group bookings online. Contact them to book.",[179,9670,9672],{"id":9671},"can-one-guest-cancel-without-cancelling-the-group","Can one guest cancel without cancelling the group?",[146,9674,9675],{},"Not from the group link, which acts on everyone. Ask the business to change one guest.",[179,9677,9679],{"id":9678},"who-pays-the-deposit","Who pays the deposit?",[146,9681,9682],{},"The organiser, when booking. The deposit holds the whole group, and the rest is paid at the visit.",{"title":359,"searchDepth":23,"depth":23,"links":9684},[9685,9694,9695,9696],{"id":9523,"depth":23,"text":9519,"children":9686},[9687,9688,9689,9690,9691,9692,9693],{"id":276,"depth":33,"text":277},{"id":9535,"depth":33,"text":9536},{"id":9546,"depth":33,"text":9547},{"id":9562,"depth":33,"text":9563},{"id":462,"depth":33,"text":463},{"id":479,"depth":33,"text":480},{"id":518,"depth":33,"text":519},{"id":305,"depth":23,"text":306},{"id":9626,"depth":23,"text":9627},{"id":316,"depth":23,"text":317,"children":9697},[9698,9699,9700,9701,9702],{"id":9644,"depth":33,"text":9645},{"id":9655,"depth":33,"text":9656},{"id":9664,"depth":33,"text":9665},{"id":9671,"depth":33,"text":9672},{"id":9678,"depth":33,"text":9679},"Book up to 8 people in one go. Choose each guest's services, pick a time together or one after another, and manage the whole group from one link.",[9705,9706,9707,9708,9709,9710],"group booking salon","book a party spa","book for several people","bridal party booking","cancel group booking","group appointments one after another",{},"\u002Fhelp\u002Fbook-online\u002Fbook-for-a-group",[693,590],{"title":9511,"description":9703},"help\u002Fbook-online\u002Fbook-for-a-group","A3XkhZtsehXyX9ISYTPpXbRRXCkbKobxPsD8YMwJO8A",{"id":9718,"title":9719,"audience":7,"body":9720,"category":24,"description":10123,"draft":386,"extension":387,"icon":684,"keywords":10124,"locale":11,"meta":10131,"navigation":398,"order":124,"path":1383,"related":10132,"seo":10133,"sourceHash":402,"stem":10134,"translationReviewed":386,"updatedAt":697,"__hash__":10135},"help\u002Fhelp\u002Fcalendar\u002Fbook-an-appointment.md","Book an appointment",{"type":143,"value":9721,"toc":10100},[9722,9725,9727,9742,9745,9853,9858,9863,9867,9971,9974,9978,10005,10008,10016,10018,10027,10029,10033,10045,10049,10056,10060,10065,10069,10072,10076,10083,10087,10093,10097],[146,9723,9724],{},"Every booking is made in one panel that slides in from the right. Pick a slot, choose the client and services, and book. The whole thing takes a few seconds once you know where everything is.",[150,9726,153],{"id":152},[155,9728,9729,9734],{},[158,9730,9731,9733],{},[161,9732,1421],{}," anyone who can manage appointments.",[158,9735,9736,9739,9740,170],{},[161,9737,9738],{},"Team members need working hours"," to show on the calendar. See ",[166,9741,701],{"href":1381},[150,9743,9719],{"id":9744},"book-an-appointment",[176,9746,9747,9751,9764,9768,9776,9778,9807,9811,9821,9823,9844,9848],{},[179,9748,9750],{"id":9749},"pick-the-slot","Pick the slot",[146,9752,9753,9754,9756,9757,9760,9761,170],{},"On the calendar, select an empty time in the team member's column and choose ",[161,9755,1236],{},". The date, time and team member are filled in. You can also select ",[161,9758,9759],{},"Add → New appointment","; the calendar then asks you to ",[161,9762,9763],{},"Pick an open slot",[179,9765,9767],{"id":9766},"choose-the-client","Choose the client",[146,9769,1203,9770,9772,9773,9775],{},[161,9771,1540],{},", type their name, email or phone, and select them. For someone new, select ",[161,9774,1946],{},", add their details, and you come straight back with them on the booking.",[179,9777,7371],{"id":7370},[146,9779,225,9780,9783,9784,9786,9787,9790,9791,9793,9794,9798,9799,9802,9803,9806],{},[161,9781,9782],{},"Choose services",", pick one or more, and select ",[161,9785,1655],{},". Services the team member doesn't do are marked, such as ",[161,9788,9789],{},"Not offered by Hana",". A combo, marked ",[161,9792,440],{},", is one pick that adds all its services at the combo price; see ",[166,9795,9797],{"href":9796},"\u002Fhelp\u002Fcalendar\u002Fbook-multiple-services-in-one-visit","Book multiple services in one visit",". For a regular, ",[161,9800,9801],{},"Recently booked for"," shows their last services with a ",[161,9804,9805],{},"Rebook"," button.",[179,9808,9810],{"id":9809},"check-the-time-and-team-member","Check the time and team member",[146,9812,9813,9814,2079,9817,9820],{},"The top of the panel shows the date, time and team member. To change them, select ",[161,9815,9816],{},"Change",[161,9818,9819],{},"Best times"," suggests slots, and the open times for the day are listed below.",[179,9822,1983],{"id":1982},[146,9824,9825,9826,9829,9830,470,9833,9835,9836,9839,9840,9843],{},"Each service has its own deal picker, which reads ",[161,9827,9828],{},"No deal"," until you choose one. Below the services, choose a ",[161,9831,9832],{},"Room",[161,9834,3321],{}," if the service needs one (a free room is picked for you), an ",[161,9837,9838],{},"Internal note"," for the team, or ",[161,9841,9842],{},"Repeat",". See the table below.",[179,9845,9847],{"id":9846},"book-it","Book it",[146,9849,9850,9851,170],{},"Check the total at the bottom, then select ",[161,9852,2101],{},[542,9854],{"frame":1627,"height":1628,"label":9855,"poster":9856,"src":9857,"width":1632},"Choosing a service for a booking: Choose services opens the list, Signature Facial is selected, and Done adds it to the booking.","\u002Fhelp\u002Fcalendar\u002Fbook-an-appointment\u002Fservices.webp","\u002Fhelp\u002Fcalendar\u002Fbook-an-appointment\u002Fservices.mp4",[554,9859],{"alt":9860,"height":4148,"src":9861,"width":9862},"A booking ready to confirm: Caleb Brown on the left; on the right the date, time and team member, a Rebook card for their last service, Signature Facial with its No deal picker, Add service, the room, and the total with the Book appointment button.","\u002Fhelp\u002Fcalendar\u002Fbook-an-appointment\u002Fbuilt.webp",760,[150,9864,9866],{"id":9865},"more-options-on-a-booking","More options on a booking",[721,9868,9869,9877],{},[724,9870,9871],{},[727,9872,9873,9875],{},[730,9874,3136],{},[730,9876,735],{},[737,9878,9879,9893,9907,9917,9931,9940,9962],{},[727,9880,9881,9887],{},[742,9882,9883,189,9885],{},[161,9884,9832],{},[161,9886,3321],{},[742,9888,9889,9890,170],{},"Reserves what the service needs. Equipment already in use shows as ",[161,9891,9892],{},"in use",[727,9894,9895,9900],{},[742,9896,9897],{},[161,9898,9899],{},"Deal",[742,9901,9902,9903,9906],{},"Applies a deal to that service. A service in a combo shows ",[161,9904,9905],{},"Combo deal"," and the saving instead.",[727,9908,9909,9914],{},[742,9910,9911],{},[161,9912,9913],{},"Treatment course",[742,9915,9916],{},"Links this visit to a course the client is partway through",[727,9918,9919,9924],{},[742,9920,9921],{},[161,9922,9923],{},"Appointment format",[742,9925,9926,9927,9930],{},"In person or video. For video, add a ",[161,9928,9929],{},"Video link",", or leave it blank to use the team member's own link.",[727,9932,9933,9937],{},[742,9934,9935],{},[161,9936,9838],{},[742,9938,9939],{},"For the team only. The client never sees it.",[727,9941,9942,9946],{},[742,9943,9944],{},[161,9945,9842],{},[742,9947,9948,490,9951,490,9953,470,9955,9957,9958,9961],{},[161,9949,9950],{},"Weekly",[161,9952,8588],{},[161,9954,8594],{},[161,9956,4037],{},", for a ",[161,9959,9960],{},"Number of visits"," from 2 to 26, including this one",[727,9963,9964,9968],{},[742,9965,9966],{},[161,9967,4811],{},[742,9969,9970],{},"What the client must do to secure the booking (see below)",[146,9972,9973],{},"A repeating booking books every visit at once. If some times clash, the message says how many were skipped.",[150,9975,9977],{"id":9976},"payment-terms-for-this-booking","Payment terms for this booking",[146,9979,9980,9981,9984,9985,9987,9988,9991,9992,490,9995,470,9998,2079,10001,10004],{},"If your business asks for a card or a deposit, the panel shows what applies, such as ",[161,9982,9983],{},"Deposit due now"," and the amount. To change it for this booking only, select the ",[161,9986,1855],{}," at the bottom and ",[161,9989,9990],{},"Edit payment policy",", then choose ",[161,9993,9994],{},"No policy applied",[161,9996,9997],{},"Require a deposit upfront",[161,9999,10000],{},"Capture card details only",[161,10002,10003],{},"Waive payment policy for this client"," drops the card and fees for this appointment.",[146,10006,10007],{},"When a card or deposit is needed, the client is sent a secure link to add it after you book.",[598,10009,10010],{},[146,10011,10012,10013,170],{},"Waiving the policy also means you can't charge a late-cancellation or no-show fee for this booking, because no card is captured. See ",[166,10014,10015],{"href":5023},"Deposits, cancellation and no-show fees",[150,10017,306],{"id":305},[146,10019,10020,10023,10024,10026],{},[161,10021,10022],{},"Appointment booked"," appears and the block shows on the calendar. Select it to open the ",[166,10025,1101],{"href":1100},". The confirmation and reminders go out on their own, as your automations are set up.",[150,10028,317],{"id":316},[179,10030,10032],{"id":10031},"the-book-appointment-button-is-grey","The Book appointment button is grey",[146,10034,10035,10036,490,10039,470,10042,170],{},"The line above it says what's missing, such as ",[161,10037,10038],{},"Pick a client to book",[161,10040,10041],{},"Pick a service to book",[161,10043,10044],{},"Pick a date and time to book",[179,10046,10048],{"id":10047},"schedule-outside-working-hours","\"Schedule outside working hours\"",[146,10050,10051,10052,10055],{},"The team member isn't working at that time. Tick ",[161,10053,10054],{},"Book anyway"," to book it, for example for a regular who comes in before opening.",[179,10057,10059],{"id":10058},"no-open-slots-on-this-day","\"No open slots on this day\"",[146,10061,10062,10063,170],{},"Try another team member or date with ",[161,10064,9816],{},[179,10066,10068],{"id":10067},"slot-just-got-taken","\"Slot just got taken\"",[146,10070,10071],{},"Someone else booked that time first. Pick another slot.",[179,10073,10075],{"id":10074},"booked-overlaps-another-appointment","\"Booked, overlaps another appointment\"",[146,10077,10078,10079,170],{},"Your business allows overlapping bookings, so it went through. The message names the appointment it overlaps. See ",[166,10080,10082],{"href":10081},"\u002Fhelp\u002Fcalendar\u002Fdouble-booking-and-overlaps","Double booking and overlaps",[179,10084,10086],{"id":10085},"book-a-blocked-client","\"Book a blocked client?\"",[146,10088,10089,10090,10092],{},"The client has been blocked. You can still select ",[161,10091,10054],{},", and the override is recorded in the audit log.",[179,10094,10096],{"id":10095},"no-room-is-free-for-this-time","\"No room is free for this time\"",[146,10098,10099],{},"Every room the service needs is taken. Pick another slot.",{"title":359,"searchDepth":23,"depth":23,"links":10101},[10102,10103,10111,10112,10113,10114],{"id":152,"depth":23,"text":153},{"id":9744,"depth":23,"text":9719,"children":10104},[10105,10106,10107,10108,10109,10110],{"id":9749,"depth":33,"text":9750},{"id":9766,"depth":33,"text":9767},{"id":7370,"depth":33,"text":7371},{"id":9809,"depth":33,"text":9810},{"id":1982,"depth":33,"text":1983},{"id":9846,"depth":33,"text":9847},{"id":9865,"depth":23,"text":9866},{"id":9976,"depth":23,"text":9977},{"id":305,"depth":23,"text":306},{"id":316,"depth":23,"text":317,"children":10115},[10116,10117,10118,10119,10120,10121,10122],{"id":10031,"depth":33,"text":10032},{"id":10047,"depth":33,"text":10048},{"id":10058,"depth":33,"text":10059},{"id":10067,"depth":33,"text":10068},{"id":10074,"depth":33,"text":10075},{"id":10085,"depth":33,"text":10086},{"id":10095,"depth":33,"text":10096},"Book a client from the calendar, with services, team member and time, plus rooms, repeats and the payment terms for this booking.",[10125,10126,10127,10128,10129,10130],"book an appointment","book a client over the phone","new appointment","repeat appointment weekly","book outside working hours","waive deposit for one booking",{},[1381,9796,5023],{"title":9719,"description":10123},"help\u002Fcalendar\u002Fbook-an-appointment","j1VIYoA5TWAwhekctzuu4biC1cIkFpwmbvtNWoeM4YI",{"id":10137,"title":10138,"audience":7,"body":10139,"category":34,"description":10402,"draft":386,"extension":387,"icon":10403,"keywords":10404,"locale":11,"meta":10410,"navigation":398,"order":124,"path":1893,"related":10411,"seo":10412,"sourceHash":402,"stem":10413,"translationReviewed":386,"updatedAt":697,"__hash__":10414},"help\u002Fhelp\u002Fcheckout\u002Ftips.md","Tips and tip splits",{"type":143,"value":10140,"toc":10381},[10141,10144,10146,10157,10161,10195,10200,10204,10207,10247,10250,10254,10319,10325,10329,10332,10334,10347,10356,10358,10362,10367,10371,10374,10378],[146,10142,10143],{},"Record the tip a client chooses to leave, and make sure it reaches the people who did the work. The client always decides: Owneli never adds a tip on its own.",[150,10145,153],{"id":152},[146,10147,10148,10149,10152,10153,170],{},"Tips must be turned on for your business. An admin does that under ",[161,10150,10151],{},"Settings → Payments & selling → Tips",", which also sets the suggested amounts and how tips are split. See ",[166,10154,10156],{"href":10155},"\u002Fhelp\u002Fsettings\u002Ftip-policy","Set your tip policy",[150,10158,10160],{"id":10159},"add-a-tip-at-checkout","Add a tip at checkout",[176,10162,10163,10167,10172,10176,10184,10188],{},[179,10164,10166],{"id":10165},"go-to-the-tip-step","Go to the tip step",[146,10168,10169,10170,170],{},"In the cart, select ",[161,10171,1558],{},[179,10173,10175],{"id":10174},"enter-what-the-client-left","Enter what the client left",[146,10177,10178,10179,10181,10182,170],{},"Select one of the suggested percentages, or type the amount in ",[161,10180,1573],{},". If they're not tipping, select ",[161,10183,1562],{},[179,10185,10187],{"id":10186},"carry-on-to-payment","Carry on to payment",[146,10189,225,10190,1596,10192,10194],{},[161,10191,529],{},[161,10193,1623],{}," button includes the tip.",[554,10196],{"alt":10197,"height":10198,"src":10199,"width":5141},"The tip step: Enter the tip the client left, the provider it is for, 15%, 18%, 20% and 25% buttons with their dollar amounts, a No tip button, and a Custom amount field.",374,"\u002Fhelp\u002Fcheckout\u002Ftips\u002Ftip-step.webp",[150,10201,10203],{"id":10202},"split-a-tip-between-providers","Split a tip between providers",[146,10205,10206],{},"When more than one team member worked the visit, the tip is divided by your business's default split. To change it for this sale:",[176,10208,10209,10213,10219,10223,10238,10242],{},[179,10210,10212],{"id":10211},"open-the-split","Open the split",[146,10214,10215,10216,170],{},"On the tip step, select ",[161,10217,10218],{},"Split tip between providers",[179,10220,10222],{"id":10221},"move-the-amounts","Move the amounts",[146,10224,10225,10226,10229,10230,10233,10234,10237],{},"Each provider is listed with the minutes they worked. Change their amounts until the panel shows ",[161,10227,10228],{},"Balanced",". Use ",[161,10231,10232],{},"Add team member"," to include someone, or ",[161,10235,10236],{},"Remove from split"," to take them out.",[179,10239,10241],{"id":10240},"carry-on","Carry on",[146,10243,225,10244,10246],{},[161,10245,529],{},". Your split is saved before the sale closes, so it wins over the automatic one.",[146,10248,10249],{},"You can only save a split that adds up to the whole tip. If saving it fails, the sale still goes through and the default split is used.",[150,10251,10253],{"id":10252},"who-gets-the-tip","Who gets the tip",[721,10255,10256,10266],{},[724,10257,10258],{},[727,10259,10260,10263],{},[730,10261,10262],{},"Sale",[730,10264,10265],{},"Where the tip goes",[737,10267,10268,10276,10296,10304],{},[727,10269,10270,10273],{},[742,10271,10272],{},"A visit with one provider",[742,10274,10275],{},"All of it to them",[727,10277,10278,10281],{},[742,10279,10280],{},"A visit with several providers",[742,10282,10283,10284,490,10287,490,10290,470,10293],{},"Divided by your default split: ",[161,10285,10286],{},"By effort (time)",[161,10288,10289],{},"By service value",[161,10291,10292],{},"Equal",[161,10294,10295],{},"Primary provider only",[727,10297,10298,10301],{},[742,10299,10300],{},"A walk-in sale with services",[742,10302,10303],{},"Divided over the providers on the service lines",[727,10305,10306,10309],{},[742,10307,10308],{},"A sale with no provider, such as retail only",[742,10310,10311,10312,263,10315,10318],{},"To ",[161,10313,10314],{},"The cashier who rang the sale",[161,10316,10317],{},"A shared house \u002F unassigned pool",", depending on your settings",[146,10320,1078,10321,10324],{},[161,10322,10323],{},"Tip out to support staff",", a share of each provider's tip goes into a support pool. That re-divides the tip; it never adds to what the client pays.",[150,10326,10328],{"id":10327},"tips-on-prepaid-visits","Tips on prepaid visits",[146,10330,10331],{},"Packages, memberships and account credit pay for the visit, not the tip. On a fully covered visit, the tip is left for a card or cash payment, so the client can still tip.",[150,10333,306],{"id":305},[146,10335,10336,10337,10339,10340,10343,10344,10346],{},"The receipt shows the ",[161,10338,1400],{}," on its own line. ",[161,10341,10342],{},"Reports → Tips"," shows tips by provider, split into cash and card, and ",[161,10345,5745],{}," includes them in each person's pay.",[2888,10348,10349],{},[146,10350,10351,10352,10355],{},"Cash tips are usually handed over on the day, from the drawer's ",[161,10353,10354],{},"Tips to pay out",". Card tips are usually paid with wages. Payroll keeps the two apart so nobody is paid twice.",[150,10357,317],{"id":316},[179,10359,10361],{"id":10360},"theres-no-tip-step","There's no tip step",[146,10363,10364,10365,1770],{},"Tips are turned off for your business or this location. The cart's button reads ",[161,10366,529],{},[179,10368,10370],{"id":10369},"split-tip-between-providers-isnt-there","Split tip between providers isn't there",[146,10372,10373],{},"The visit has only one provider, so there's nothing to split.",[179,10375,10377],{"id":10376},"the-split-wont-save","The split won't save",[146,10379,10380],{},"The amounts must add up to the whole tip. The panel shows what's left to assign.",{"title":359,"searchDepth":23,"depth":23,"links":10382},[10383,10384,10389,10394,10395,10396,10397],{"id":152,"depth":23,"text":153},{"id":10159,"depth":23,"text":10160,"children":10385},[10386,10387,10388],{"id":10165,"depth":33,"text":10166},{"id":10174,"depth":33,"text":10175},{"id":10186,"depth":33,"text":10187},{"id":10202,"depth":23,"text":10203,"children":10390},[10391,10392,10393],{"id":10211,"depth":33,"text":10212},{"id":10221,"depth":33,"text":10222},{"id":10240,"depth":33,"text":10241},{"id":10252,"depth":23,"text":10253},{"id":10327,"depth":23,"text":10328},{"id":305,"depth":23,"text":306},{"id":316,"depth":23,"text":317,"children":10398},[10399,10400,10401],{"id":10360,"depth":33,"text":10361},{"id":10369,"depth":33,"text":10370},{"id":10376,"depth":33,"text":10377},"Add the tip a client leaves at checkout, divide it between the providers who did the work, and see where it shows up afterwards.","i-lucide-hand-coins",[10405,10406,10407,10408,10409],"add a tip at checkout","split tip between staff","who gets the tip","tip on package visit","cash tips payroll",{},[10155,1891,5748],{"title":10138,"description":10402},"help\u002Fcheckout\u002Ftips","o5v2BGRr71EC3JQT3yx2IUMuvpPNDEEkM7A5qjY0of0",{"id":10416,"title":10417,"audience":7,"body":10418,"category":44,"description":10797,"draft":386,"extension":387,"icon":10798,"keywords":10799,"locale":11,"meta":10806,"navigation":398,"order":124,"path":10807,"related":10808,"seo":10809,"sourceHash":402,"stem":10810,"translationReviewed":386,"updatedAt":2935,"__hash__":10811},"help\u002Fhelp\u002Fclients\u002Fsend-forms-and-consents.md","Send forms and consents",{"type":143,"value":10419,"toc":10774},[10420,10423,10425,10441,10445,10528,10534,10541,10548,10552,10559,10563,10568,10649,10659,10663,10704,10719,10721,10738,10740,10744,10753,10757,10763,10767],[146,10421,10422],{},"Intake questionnaires, medical history and consents go out as forms. Each client gets their own private link, fills it in on their phone, and their answers come back to their profile.",[150,10424,153],{"id":152},[155,10426,10427,10432],{},[158,10428,10429,10431],{},[161,10430,1421],{}," anyone who can send forms.",[158,10433,10434,7325,10437,170],{},[161,10435,10436],{},"The form must exist.",[166,10438,10440],{"href":10439},"\u002Fhelp\u002Fclients\u002Fbuild-a-form","Build a form",[150,10442,10444],{"id":10443},"send-a-form","Send a form",[176,10446,10447,10449,10464,10466,10479,10483,10495,10499,10519,10523],{},[179,10448,277],{"id":276},[146,10450,1936,10451,1469,10454,10456,10457,10459,10460,10463],{},[161,10452,10453],{},"Clients → Submissions",[161,10455,2107],{},". You can also use ",[161,10458,2717],{}," in the top bar, or ",[161,10461,10462],{},"Actions → Send a form or care guide"," on a client's profile.",[179,10465,9767],{"id":9766},[146,10467,1203,10468,10471,10472,10475,10476,170],{},[161,10469,10470],{},"Select Client",", search and select them. Choose ",[161,10473,10474],{},"Multiple"," to send to several at once. Someone new? Select ",[161,10477,10478],{},"Add a new client",[179,10480,10482],{"id":10481},"choose-the-form","Choose the form",[146,10484,1203,10485,10488,10489,10492,10493,170],{},[161,10486,10487],{},"Select Form Template",", pick the form. ",[161,10490,10491],{},"Recently Used"," ones come first. Select ",[161,10494,444],{},[179,10496,10498],{"id":10497},"set-the-email-and-expiry","Set the email and expiry",[146,10500,10501,10504,10505,10508,10509,10512,10513,10516,10517,170],{},[161,10502,10503],{},"Send email to client"," sends the link by email, using ",[161,10506,10507],{},"Default form request email"," unless you choose another ",[161,10510,10511],{},"Email Template","; or turn it off and share the link yourself. Under ",[161,10514,10515],{},"Expires in",", choose how long the link works: it says the exact date, such as \"Form will expire on Thursday, November 5, 2026\". Select ",[161,10518,444],{},[179,10520,10522],{"id":10521},"confirm-and-send","Confirm and send",[146,10524,10525,10526,170],{},"Check the summary and select ",[161,10527,2107],{},[554,10529],{"alt":10530,"height":10531,"src":10532,"width":10533},"The Configure step: a Send email to client switch with the Email Template set to Default form request email, and Expires in set to 7 days with the date the form will expire.",481,"\u002Fhelp\u002Fclients\u002Fsend-forms-and-consents\u002Fconfigure.webp",894,[146,10535,10536,10537,10540],{},"If the client already has an open copy of the form, you're warned that sending again creates a second link, with ",[161,10538,10539],{},"View existing submission"," to resend the first one instead.",[146,10542,10543,10544,4034,10546,9048],{},"To send to many clients from your list, select them on ",[161,10545,1939],{},[161,10547,2107],{},[150,10549,10551],{"id":10550},"ask-for-a-new-signature","Ask for a new signature",[146,10553,10554,10555,10558],{},"When a client has signed a form before, the Configure step offers ",[161,10556,10557],{},"Send for Re-Signature",". They see their previous answers (read-only) and only add a new date and signature.",[150,10560,10562],{"id":10561},"follow-a-form","Follow a form",[146,10564,10565,10567],{},[161,10566,10453],{}," lists every form you've sent, newest first, with search and filters.",[721,10569,10570,10578],{},[724,10571,10572],{},[727,10573,10574,10576],{},[730,10575,4922],{},[730,10577,1026],{},[737,10579,10580,10590,10600,10610,10620,10629,10639],{},[727,10581,10582,10587],{},[742,10583,10584],{},[161,10585,10586],{},"Draft",[742,10588,10589],{},"Created but not sent yet",[727,10591,10592,10597],{},[742,10593,10594],{},[161,10595,10596],{},"Sent",[742,10598,10599],{},"Sent, not opened yet",[727,10601,10602,10607],{},[742,10603,10604],{},[161,10605,10606],{},"Viewed",[742,10608,10609],{},"Opened, nothing saved yet",[727,10611,10612,10617],{},[742,10613,10614],{},[161,10615,10616],{},"In Progress",[742,10618,10619],{},"Started, but not submitted",[727,10621,10622,10626],{},[742,10623,10624],{},[161,10625,1066],{},[742,10627,10628],{},"Submitted, and signed if the form asks for a signature",[727,10630,10631,10636],{},[742,10632,10633],{},[161,10634,10635],{},"Expired",[742,10637,10638],{},"The link ran out before they submitted",[727,10640,10641,10646],{},[742,10642,10643],{},[161,10644,10645],{},"Archived",[742,10647,10648],{},"Hidden from the active list",[146,10650,10651,10652,10655,10656,170],{},"Forms nobody has opened show how long they've waited, such as \"Not viewed · 3 days\", so you know who to chase. Select several to ",[161,10653,10654],{},"Resend"," them or extend their expiry together. Each row's menu also has ",[161,10657,10658],{},"Copy link",[150,10660,10662],{"id":10661},"make-a-form-required-for-a-service","Make a form required for a service",[176,10664,10665,10669,10675,10679,10694,10698],{},[179,10666,10668],{"id":10667},"open-the-service","Open the service",[146,10670,10671,10672,10674],{},"Open the service and select its ",[161,10673,4783],{}," section.",[179,10676,10678],{"id":10677},"attach-the-form","Attach the form",[146,10680,225,10681,10684,10685,1207,10688,490,10690,470,10692,170],{},[161,10682,10683],{},"Attach a form"," and choose it. Under ",[161,10686,10687],{},"Send when",[161,10689,4789],{},[161,10691,4792],{},[161,10693,4795],{},[179,10695,10697],{"id":10696},"make-it-required","Make it required",[146,10699,10700,10701,10703],{},"Turn on ",[161,10702,4799],{},": the client must complete it before their visit. Save the service.",[598,10705,10706],{},[146,10707,10708,10709,1643,10711,470,10713,10715,10716,10718],{},"If a required form isn't signed, the sale can't be paid. The cart shows ",[161,10710,1774],{},[161,10712,1780],{},[161,10714,10654],{}," for each one. An admin or owner can tick ",[161,10717,1784],{},"; the override is recorded in the audit log.",[150,10720,306],{"id":305},[146,10722,10723,10724,10726,10727,7125,10729,10731,10732,2079,10734,10737],{},"The form shows under ",[161,10725,10453],{}," as ",[161,10728,10596],{},[161,10730,1066],{}," when the client submits it. The completed form is on the client's profile under ",[161,10733,3790],{},[161,10735,10736],{},"Reports → Form completion funnel"," shows how many forms are opened and completed.",[150,10739,317],{"id":316},[179,10741,10743],{"id":10742},"the-client-says-the-link-doesnt-work","The client says the link doesn't work",[146,10745,10746,10747,1469,10750,10752],{},"It has expired. Find the form in ",[161,10748,10749],{},"Submissions",[161,10751,10654],{},", which sends a fresh link.",[179,10754,10756],{"id":10755},"the-client-didnt-get-the-email","The client didn't get the email",[146,10758,10759,10760,10762],{},"Check their email address on their profile, then ",[161,10761,10658],{}," and send it another way, such as a text message.",[179,10764,10766],{"id":10765},"filling-a-form-in-at-the-front-desk","Filling a form in at the front desk",[146,10768,10769,10770,170],{},"Hand the client a tablet. See ",[166,10771,10773],{"href":10772},"\u002Fhelp\u002Fcalendar\u002Fcollect-forms-at-the-kiosk","Check clients in and collect forms at the kiosk",{"title":359,"searchDepth":23,"depth":23,"links":10775},[10776,10777,10784,10785,10786,10791,10792],{"id":152,"depth":23,"text":153},{"id":10443,"depth":23,"text":10444,"children":10778},[10779,10780,10781,10782,10783],{"id":276,"depth":33,"text":277},{"id":9766,"depth":33,"text":9767},{"id":10481,"depth":33,"text":10482},{"id":10497,"depth":33,"text":10498},{"id":10521,"depth":33,"text":10522},{"id":10550,"depth":23,"text":10551},{"id":10561,"depth":23,"text":10562},{"id":10661,"depth":23,"text":10662,"children":10787},[10788,10789,10790],{"id":10667,"depth":33,"text":10668},{"id":10677,"depth":33,"text":10678},{"id":10696,"depth":33,"text":10697},{"id":305,"depth":23,"text":306},{"id":316,"depth":23,"text":317,"children":10793},[10794,10795,10796],{"id":10742,"depth":33,"text":10743},{"id":10755,"depth":33,"text":10756},{"id":10765,"depth":33,"text":10766},"Send a form to one client or many, follow it from sent to signed, and make a form required before a service can be paid for.","i-lucide-clipboard-list",[10800,10801,10802,10803,10804,10805],"send intake form","send consent form to client","form link expired","resend form","required form before treatment","forms sent but not opened",{},"\u002Fhelp\u002Fclients\u002Fsend-forms-and-consents",[10439,7032,10772],{"title":10417,"description":10797},"help\u002Fclients\u002Fsend-forms-and-consents","OAHUOZGYCyhP1MkJh2phXK_ktHRoqCFfs-u_qklyygU",{"id":10813,"title":2896,"audience":7,"body":10814,"category":14,"description":11194,"draft":386,"extension":387,"icon":11195,"keywords":11196,"locale":11,"meta":11203,"navigation":398,"order":124,"path":2895,"related":11204,"seo":11205,"sourceHash":402,"stem":11206,"translationReviewed":386,"updatedAt":2935,"__hash__":11207},"help\u002Fhelp\u002Fgetting-started\u002Fset-up-your-workspace.md",{"type":143,"value":10815,"toc":11174},[10816,10819,10821,10836,10840,10843,10867,10870,10874,10877,10995,10999,11006,11105,11107,11115,11117,11121,11124,11145,11149,11164,11168],[146,10817,10818],{},"Get a new business ready to take bookings by working through the setup checklist. It checks your real data and ticks each step off by itself as you finish it.",[150,10820,153],{"id":152},[155,10822,10823,10828],{},[158,10824,10825,10827],{},[161,10826,1421],{}," the owner or an admin. Nobody else sees the checklist.",[158,10829,10830,10833,10834,170],{},[161,10831,10832],{},"Moving from another system?"," Import your clients, services and products first. It ticks several steps at once. See ",[166,10835,2228],{"href":2227},[150,10837,10839],{"id":10838},"open-the-checklist","Open the checklist",[146,10841,10842],{},"The checklist appears in three places, and they all show the same list:",[155,10844,10845,10855,10861],{},[158,10846,10847,10848,10850,10851,10854],{},"on ",[161,10849,312],{},", as the ",[161,10852,10853],{},"Finish setting up Owneli"," card;",[158,10856,10857,10858,10860],{},"in the top bar, as ",[161,10859,2708],{}," with a small progress ring, while the sidebar is collapsed;",[158,10862,10863,10864,10866],{},"at the foot of the sidebar, as ",[161,10865,2712],{},", when the sidebar is open.",[146,10868,10869],{},"Select any step in the list to go straight to the page where you do it.",[150,10871,10873],{"id":10872},"the-seven-required-steps","The seven required steps",[146,10875,10876],{},"Work through them in this order. Each one makes the next one work.",[176,10878,10879,10883,10907,10911,10924,10928,10937,10941,10954,10958,10967,10971,10981,10985],{},[179,10880,10882],{"id":10881},"set-your-brand-colour-and-logo","Set your brand colour and logo",[146,10884,1936,10885,10888,10889,1473,10892,10895,10896,1469,10899,10902,10903,170],{},[161,10886,10887],{},"Settings → Business → Business details",". Upload your ",[161,10890,10891],{},"Logo",[161,10893,10894],{},"Branding",", then choose a design in ",[161,10897,10898],{},"Brand studio",[161,10900,10901],{},"Use this brand",". Clients see both on your venue page, booking page, emails and receipts. See ",[166,10904,10906],{"href":10905},"\u002Fhelp\u002Fsettings\u002Fbrand-and-appearance","Brand and appearance",[179,10908,10910],{"id":10909},"add-your-first-location","Add your first location",[146,10912,1936,10913,1469,10916,10919,10920,170],{},[161,10914,10915],{},"Settings → Business → Locations",[161,10917,10918],{},"Add location",". Enter the address, time zone and opening hours. Online booking can't work until a location exists. See ",[166,10921,10923],{"href":10922},"\u002Fhelp\u002Fsettings\u002Fmultiple-locations","Working with multiple locations",[179,10925,10927],{"id":10926},"add-at-least-one-service","Add at least one service",[146,10929,1936,10930,1469,10932,10934,10935,170],{},[161,10931,4549],{},[161,10933,4592],{},". Give it a name, a length and a price. Nothing can be booked or sold until a service exists. See ",[166,10936,4541],{"href":5021},[179,10938,10940],{"id":10939},"invite-your-team","Invite your team",[146,10942,1936,10943,1469,10946,10949,10950,170],{},[161,10944,10945],{},"Team → Team",[161,10947,10948],{},"Invite Team Member",". Each person gets their own login, calendar and timesheet. If you work alone, this step is marked optional. See ",[166,10951,10953],{"href":10952},"\u002Fhelp\u002Fteam\u002Finvite-a-team-member","Invite a team member",[179,10955,10957],{"id":10956},"assign-your-team-to-a-location","Assign your team to a location",[146,10959,1203,10960,10962,10963,10966],{},[161,10961,10945],{},", open each person, including yourself, and choose where they work under ",[161,10964,10965],{},"Locations",". The calendar can only book people who work somewhere.",[179,10968,10970],{"id":10969},"set-staff-working-hours","Set staff working hours",[146,10972,1936,10973,10975,10976,10978,10979,170],{},[161,10974,1310],{},". On ",[161,10977,7772],{},", select each person and set their usual days and times. Without hours, nobody can be booked. See ",[166,10980,5040],{"href":5039},[179,10982,10984],{"id":10983},"add-your-first-client","Add your first client",[146,10986,1936,10987,1469,10989,10991,10992,170],{},[161,10988,1939],{},[161,10990,1942],{},", or import your client list. See ",[166,10993,10994],{"href":2308},"Add, find and merge clients",[150,10996,10998],{"id":10997},"optional-steps","Optional steps",[146,11000,11001,11002,11005],{},"These are marked ",[161,11003,11004],{},"Optional"," and don't count towards your progress. Do the ones your business needs.",[721,11007,11008,11021],{},[724,11009,11010],{},[727,11011,11012,11015,11018],{},[730,11013,11014],{},"Step",[730,11016,11017],{},"Where",[730,11019,11020],{},"Why",[737,11022,11023,11037,11054,11069,11086],{},[727,11024,11025,11030,11034],{},[742,11026,11027],{},[161,11028,11029],{},"Import your existing data",[742,11031,11032],{},[161,11033,4985],{},[742,11035,11036],{},"Bring clients, services, products and more from Fresha or another system.",[727,11038,11039,11044,11049],{},[742,11040,11041],{},[161,11042,11043],{},"Turn on public booking",[742,11045,11046],{},[161,11047,11048],{},"Settings → Booking → Online booking",[742,11050,11051,11052,170],{},"Let clients book themselves online. See ",[166,11053,4961],{"href":4960},[727,11055,11056,11061,11066],{},[742,11057,11058],{},[161,11059,11060],{},"Stock the retail shelf",[742,11062,11063],{},[161,11064,11065],{},"Retail → Products",[742,11067,11068],{},"Only if you sell products.",[727,11070,11071,11076,11081],{},[742,11072,11073],{},[161,11074,11075],{},"Connect payments",[742,11077,11078],{},[161,11079,11080],{},"Settings → Payments & selling → Card payments",[742,11082,11083,11084,170],{},"Take cards, deposits and membership payments. See ",[166,11085,1450],{"href":1449},[727,11087,11088,11093,11098],{},[742,11089,11090],{},[161,11091,11092],{},"Set your tax rate",[742,11094,11095],{},[161,11096,11097],{},"Settings → Payments & selling → Tax rates",[742,11099,11100,11101,170],{},"Charge the right tax on every sale. See ",[166,11102,11104],{"href":11103},"\u002Fhelp\u002Fsettings\u002Ftax-rates","Set up tax rates",[150,11106,306],{"id":305},[146,11108,11109,11110,189,11112,11114],{},"Each step shows a tick as soon as the app sees it done. You don't need to save anything on the checklist itself. When all the required steps are ticked, the card, ",[161,11111,2708],{},[161,11113,2712],{}," disappear for good.",[150,11116,317],{"id":316},[179,11118,11120],{"id":11119},"a-step-wont-tick","A step won't tick",[146,11122,11123],{},"The checklist reads your data, so something is still missing:",[155,11125,11126,11131,11136],{},[158,11127,11128,11130],{},[161,11129,10957],{}," stays open while any active team member has no location. Check everyone, including yourself.",[158,11132,11133,11135],{},[161,11134,10970],{}," needs at least one person with hours.",[158,11137,11138,11140,11141,11144],{},[161,11139,11043],{}," only ticks when booking is switched on ",[161,11142,11143],{},"and"," you have a location, a service and someone's working hours.",[179,11146,11148],{"id":11147},"the-card-has-gone-from-today","The card has gone from Today",[146,11150,11151,11152,3466,11155,10459,11157,11159,11160,11163],{},"You may have selected ",[161,11153,11154],{},"Snooze for a week",[161,11156,2708],{},[161,11158,2712],{}," at the foot of the sidebar, to open the checklist, then select ",[161,11161,11162],{},"Show on Today"," to bring the card back.",[179,11165,11167],{"id":11166},"nobody-can-be-booked-yet","Nobody can be booked yet",[146,11169,11170,11171,170],{},"Every bookable person needs a location, working hours and at least one service. See ",[166,11172,11173],{"href":8133},"Edit a team member's profile and services",{"title":359,"searchDepth":23,"depth":23,"links":11175},[11176,11177,11178,11187,11188,11189],{"id":152,"depth":23,"text":153},{"id":10838,"depth":23,"text":10839},{"id":10872,"depth":23,"text":10873,"children":11179},[11180,11181,11182,11183,11184,11185,11186],{"id":10881,"depth":33,"text":10882},{"id":10909,"depth":33,"text":10910},{"id":10926,"depth":33,"text":10927},{"id":10939,"depth":33,"text":10940},{"id":10956,"depth":33,"text":10957},{"id":10969,"depth":33,"text":10970},{"id":10983,"depth":33,"text":10984},{"id":10997,"depth":23,"text":10998},{"id":305,"depth":23,"text":306},{"id":316,"depth":23,"text":317,"children":11190},[11191,11192,11193],{"id":11119,"depth":33,"text":11120},{"id":11147,"depth":33,"text":11148},{"id":11166,"depth":33,"text":11167},"Work through the setup checklist, from your logo to your first client, and get your business ready to take bookings.","i-lucide-list-checks",[11197,11198,11199,11200,11201,11202],"setup checklist","getting started","new business setup","finish setting up","checklist won't tick","first steps",{},[2930,5021,2227],{"title":2896,"description":11194},"help\u002Fgetting-started\u002Fset-up-your-workspace","SGxann7Me3v7ir3gmJUbu1dDYeYQvDOTx1kQ2h8oNKc",{"id":11209,"title":11210,"audience":7,"body":11211,"category":84,"description":11537,"draft":386,"extension":387,"icon":11538,"keywords":11539,"locale":11,"meta":11545,"navigation":398,"order":124,"path":11546,"related":11547,"seo":11549,"sourceHash":402,"stem":11550,"translationReviewed":386,"updatedAt":404,"__hash__":11551},"help\u002Fhelp\u002Fgrowth\u002Freviews.md","Collecting and managing reviews",{"type":143,"value":11212,"toc":11515},[11213,11220,11222,11229,11233,11262,11265,11269,11280,11285,11325,11333,11337,11381,11399,11403,11434,11441,11445,11464,11469,11471,11479,11481,11485,11493,11497,11500,11504],[146,11214,11215,11216,11219],{},"Owneli can ask every client for a review the day after their visit. Reviews arrive under ",[161,11217,11218],{},"Growth → Reviews",", where you read them, reply in public, and choose which ones show on your booking pages.",[150,11221,153],{"id":152},[155,11223,11224],{},[158,11225,11226,11228],{},[161,11227,1421],{}," anyone whose role includes reviews can read them; team members usually see only their own. Replying, approving and hiding need permission to manage reviews.",[150,11230,11232],{"id":11231},"start-collecting-reviews","Start collecting reviews",[176,11234,11235,11239,11248,11252,11255,11259],{},[179,11236,11238],{"id":11237},"open-the-review-request","Open the review request",[146,11240,1936,11241,11244,11245,170],{},[161,11242,11243],{},"Growth → Automations"," and find ",[161,11246,11247],{},"Review request",[179,11249,11251],{"id":11250},"switch-it-on","Switch it on",[146,11253,11254],{},"Use its switch. It's off until you turn it on.",[179,11256,11258],{"id":11257},"check-the-message","Check the message",[146,11260,11261],{},"Open it to choose the channel and check the email. It goes out a day after each completed appointment. Visits before you switched it on aren't asked.",[146,11263,11264],{},"The client's link opens a short page: a star rating, a would-you-recommend question and an optional comment, with no sign-in. Once they submit, the link shows their review. They can edit it for 30 days.",[150,11266,11268],{"id":11267},"read-your-reviews","Read your reviews",[146,11270,1936,11271,2079,11273,11275,11276,11279],{},[161,11272,11218],{},[161,11274,6751],{}," shows your rating, response rate, public rating, the rating trend and ratings per team member and per service. ",[161,11277,11278],{},"What clients say"," summarises what clients liked and what could improve, once you have five written reviews.",[554,11281],{"alt":11282,"height":11283,"src":11284,"width":5143},"The Reviews page on All reviews: an average of 4.6 out of 5 from 17 reviews, the star distribution, a search box, and filters for Show, Replies, Rating, Team member, Service, Sort and Status, with Draft replies for unanswered reviews at the top.",600,"\u002Fhelp\u002Fgrowth\u002Freviews\u002Foverview.webp",[146,11286,426,11287,11290,11291,490,11293,490,11296,490,11299,490,11301,189,11303,11305,11306,490,11309,470,11312,11315,11316,490,11319,470,11322,170],{},[161,11288,11289],{},"All reviews",", search the review text, filter by ",[161,11292,3044],{},[161,11294,11295],{},"Replies",[161,11297,11298],{},"Rating",[161,11300,5098],{},[161,11302,7149],{},[161,11304,4922],{},", and sort by ",[161,11307,11308],{},"Most recent",[161,11310,11311],{},"Highest rating",[161,11313,11314],{},"Lowest rating",". A review shows ",[161,11317,11318],{},"Submitted",[161,11320,11321],{},"Not answered yet",[161,11323,11324],{},"Flagged",[2888,11326,11327],{},[146,11328,11329,11330,11332],{},"Sort by ",[161,11331,11314],{}," once a week. That's your to-do list.",[150,11334,11336],{"id":11335},"reply-to-a-review","Reply to a review",[176,11338,11339,11343,11349,11351,11367,11371],{},[179,11340,11342],{"id":11341},"start-a-reply","Start a reply",[146,11344,11345,11346,170],{},"Under the review, select ",[161,11347,11348],{},"Write a reply",[179,11350,3338],{"id":3337},[146,11352,3628,11353,1311,11356,470,11359,11362,11363,11366],{},[161,11354,11355],{},"Public reply",[161,11357,11358],{},"AI reply",[161,11360,11361],{},"AI draft"," to have one written in your business's voice, then edit it. ",[161,11364,11365],{},"Enhance"," polishes what you've typed.",[179,11368,11370],{"id":11369},"post-it","Post it",[146,11372,11373,11374,11377,11378,170],{},"Tick ",[161,11375,11376],{},"Email the client when I post this"," if you like, and select ",[161,11379,11380],{},"Reply",[146,11382,11383,11384,470,11387,11390,11391,11394,11395,11398],{},"Your reply shows under the review wherever it appears: your booking page, team profiles and product pages. You can ",[161,11385,11386],{},"Edit reply",[161,11388,11389],{},"Delete reply"," later. ",[161,11392,11393],{},"Draft replies for unanswered reviews"," writes drafts for recent reviews; they wait under ",[161,11396,11397],{},"AI drafts"," until you post or discard them.",[150,11400,11402],{"id":11401},"approve-reviews-before-they-show","Approve reviews before they show",[146,11404,1203,11405,490,11408,11411,11412,11415,11416,263,11419,11422,11423,11426,11427,1643,11429,189,11431,170],{},[161,11406,11407],{},"Settings → Clients & messages → Reviews",[161,11409,11410],{},"Approve before showing"," decides what happens to new reviews: ",[161,11413,11414],{},"Publish every review straight away"," (the usual choice), ",[161,11417,11418],{},"Hold every review for approval",[161,11420,11421],{},"Hold low ratings for approval",". Held reviews wait under ",[161,11424,11425],{},"Waiting for approval"," on the reviews page and on ",[161,11428,312],{},[161,11430,5129],{},[161,11432,11433],{},"Hide",[146,11435,11436,11437,11440],{},"A visitor can ",[161,11438,11439],{},"Report this review"," on your booking page; it's taken down and waits with your held reviews. Your public rating counts approved reviews only.",[150,11442,11444],{"id":11443},"invite-happy-clients-to-post-publicly","Invite happy clients to post publicly",[146,11446,11447,11448,11451,11452,11455,11456,11459,11460,170],{},"On the same settings page, choose where to ",[161,11449,11450],{},"Share reviews on",", paste your ",[161,11453,11454],{},"Public review link",", and set ",[161,11457,11458],{},"Only ask when the rating is",". Clients who rate that high or higher are invited to repost. To invite them to post on Google with one tap, plus one reminder if they skip, see ",[166,11461,11463],{"href":11462},"\u002Fhelp\u002Fgrowth\u002Fboost-your-google-rating","Boost your Google rating",[598,11465,11466],{},[146,11467,11468],{},"Google asks businesses not to invite only happy clients. Rules on asking for reviews vary by platform and place, so check them before you choose.",[150,11470,306],{"id":305},[146,11472,9094,11473,11475,11476,11478],{},[161,11474,11247],{}," card shows it's on, and new reviews appear under ",[161,11477,11289],{}," a day or two after visits. A reply you post shows under the review on your booking page.",[150,11480,317],{"id":316},[179,11482,11484],{"id":11483},"no-reviews-are-coming-in","No reviews are coming in",[146,11486,4489,11487,11489,11490,11492],{},[161,11488,11247],{}," is on in ",[161,11491,11243],{},". Only visits completed after you switched it on are asked.",[179,11494,11496],{"id":11495},"the-client-didnt-get-my-reply-email","The client didn't get my reply email",[146,11498,11499],{},"They may have no email address on file. Your reply is still posted.",[179,11501,11503],{"id":11502},"where-can-i-see-reviews-over-time","Where can I see reviews over time?",[146,11505,1203,11506,490,11508,11510,11511,11514],{},[161,11507,2463],{},[161,11509,6859],{}," lists every review and ",[161,11512,11513],{},"Review rating trend"," shows whether your average is moving.",{"title":359,"searchDepth":23,"depth":23,"links":11516},[11517,11518,11523,11524,11529,11530,11531,11532],{"id":152,"depth":23,"text":153},{"id":11231,"depth":23,"text":11232,"children":11519},[11520,11521,11522],{"id":11237,"depth":33,"text":11238},{"id":11250,"depth":33,"text":11251},{"id":11257,"depth":33,"text":11258},{"id":11267,"depth":23,"text":11268},{"id":11335,"depth":23,"text":11336,"children":11525},[11526,11527,11528],{"id":11341,"depth":33,"text":11342},{"id":3337,"depth":33,"text":3338},{"id":11369,"depth":33,"text":11370},{"id":11401,"depth":23,"text":11402},{"id":11443,"depth":23,"text":11444},{"id":305,"depth":23,"text":306},{"id":316,"depth":23,"text":317,"children":11533},[11534,11535,11536],{"id":11483,"depth":33,"text":11484},{"id":11495,"depth":33,"text":11496},{"id":11502,"depth":33,"text":11503},"Ask clients for a review after each visit, read and reply to reviews, choose which show on your booking pages, and invite happy clients to post publicly.","i-lucide-star",[11540,11541,11542,11543,11544],"collect reviews","review request email","reply to a review","approve reviews before showing","client feedback",{},"\u002Fhelp\u002Fgrowth\u002Freviews",[11548,3268],"\u002Fhelp\u002Fgrowth\u002Fautomations",{"title":11210,"description":11537},"help\u002Fgrowth\u002Freviews","FJxSOxnu5oJdJFXe6wyhhjeL7eedfB4cVIuEohdkxDo",{"id":11553,"title":11554,"audience":7,"body":11555,"category":64,"description":11802,"draft":386,"extension":387,"icon":11803,"keywords":11804,"locale":11,"meta":11811,"navigation":398,"order":124,"path":3582,"related":11812,"seo":11813,"sourceHash":402,"stem":11814,"translationReviewed":386,"updatedAt":2935,"__hash__":11815},"help\u002Fhelp\u002Foperations\u002Fplanner.md","Planner: plan the week",{"type":143,"value":11556,"toc":11784},[11557,11563,11565,11585,11589,11602,11605,11609,11693,11696,11700,11711,11717,11724,11728,11755,11757,11766,11768,11772,11777,11781],[146,11558,11559,11560,170],{},"Planner is for work that isn't an appointment: the equipment check, the reorder run, a campaign to draft, a room to deep-clean before Friday. Each board has columns of cards you move as work progresses. Planner lives under ",[161,11561,11562],{},"Operations → Planner",[150,11564,153],{"id":152},[155,11566,11567,11572],{},[158,11568,11569,11571],{},[161,11570,1421],{}," anyone whose role includes boards. You see boards shared with you and every card assigned to you.",[158,11573,11574,11577,11578,11581,11582,11584],{},[161,11575,11576],{},"Planner is a free add-on."," If ",[161,11579,11580],{},"Planner"," isn't under ",[161,11583,59],{},", the business hasn't turned it on yet. Businesses that made a board before Planner became an add-on have it on already.",[150,11586,11588],{"id":11587},"turn-on-planner","Turn on Planner",[146,11590,11591,11592,11595,11596,11598,11599,11601],{},"An admin goes to ",[161,11593,11594],{},"Settings → Plan & data → Add-ons",", opens ",[161,11597,11580],{}," and turns it on, or selects ",[161,11600,11588],{}," on the Planner page. It costs nothing.",[146,11603,11604],{},"Turning Planner off hides it again but keeps every board and card, so they are all there when it comes back on. Recurring cards wait while it is off and make one card when it is turned on again.",[150,11606,11608],{"id":11607},"create-a-board","Create a board",[176,11610,11611,11613,11620,11624,11643,11647,11656,11658,11674,11676],{},[179,11612,277],{"id":276},[146,11614,1936,11615,1469,11617,170],{},[161,11616,11562],{},[161,11618,11619],{},"New board",[179,11621,11623],{"id":11622},"choose-a-starting-point","Choose a starting point",[146,11625,1203,11626,11629,11630,490,11633,470,11636,193,11639,11642],{},[161,11627,11628],{},"Start from",", pick ",[161,11631,11632],{},"Treatment room ops",[161,11634,11635],{},"Campaign planning",[161,11637,11638],{},"Personal todo",[161,11640,11641],{},"Use this",". Or start from nothing.",[179,11644,11646],{"id":11645},"name-it","Name it",[146,11648,11649,11650,11652,11653,170],{},"Enter the ",[161,11651,3344],{}," and say ",[161,11654,11655],{},"What's it for",[179,11657,3357],{"id":3356},[146,11659,1203,11660,1207,11662,3366,11664,3370,11666,11668,11669,3378,11671,11673],{},[161,11661,3362],{},[161,11663,3365],{},[161,11665,3369],{},[161,11667,3373],{}," (everyone). The line comes from ",[161,11670,3377],{},[161,11672,2419],{},". Owners and admins can open every board, whatever its reach.",[179,11675,4688],{"id":4687},[146,11677,225,11678,11681,11682,490,11685,490,11688,189,11690,11692],{},[161,11679,11680],{},"Create board",". It starts with four columns: ",[161,11683,11684],{},"Backlog",[161,11686,11687],{},"In progress",[161,11689,2078],{},[161,11691,1655],{},". You can rename, recolour, reorder or add columns afterwards.",[146,11694,11695],{},"People assigned to a card always see it, whatever the board's reach.",[150,11697,11699],{"id":11698},"work-with-cards","Work with cards",[146,11701,11702,11703,11706,11707,11710],{},"Add a card to a column and open it to give it a title and details, ",[161,11704,11705],{},"assignees",", a ",[161,11708,11709],{},"due date",", linked notes, attachments (images and PDFs up to 10 MB, one as the cover) and comments. Drag cards between columns as the work moves.",[146,11712,11713,11716],{},[161,11714,11715],{},"My cards"," in Planner collects every card assigned to you, on every board. Start your day there.",[2888,11718,11719],{},[146,11720,11721,11722,170],{},"Link the procedure note to the card, so whoever does the job has the instructions in front of them. See ",[166,11723,3276],{"href":3580},[150,11725,11727],{"id":11726},"recurring-cards","Recurring cards",[146,11729,11730,11731,1469,11733,11736,11737,11740,11741,490,11743,490,11746,470,11748,11750,11751,11754],{},"For jobs that come round regularly, such as weekly cleaning or monthly equipment checks, open the board's ",[161,11732,11727],{},[161,11734,11735],{},"New",". Choose every day, every few days, certain weekdays or monthly, and the time. Each one shows its ",[161,11738,11739],{},"Next"," run and how often it has fired. You can ",[161,11742,7543],{},[161,11744,11745],{},"Activate",[161,11747,2104],{},[161,11749,2110],{}," it, or ",[161,11752,11753],{},"Spawn a card now"," to make one early. Deleting a recurrence leaves cards it already made.",[150,11756,306],{"id":305},[146,11758,11759,11760,11763,11764,170],{},"The board appears under ",[161,11761,11762],{},"All boards"," with its card count. Assigned cards show on each person's ",[161,11765,11715],{},[150,11767,317],{"id":316},[179,11769,11771],{"id":11770},"someone-cant-see-the-board","Someone can't see the board",[146,11773,3533,11774,11776],{},[161,11775,3362],{},". If they only need one card, assign them to it.",[179,11778,11780],{"id":11779},"what-happens-when-i-delete-a-column","What happens when I delete a column?",[146,11782,11783],{},"Its cards are deleted too, and the confirmation says how many. Drag the cards to another column first if you want to keep them.",{"title":359,"searchDepth":23,"depth":23,"links":11785},[11786,11787,11788,11795,11796,11797,11798],{"id":152,"depth":23,"text":153},{"id":11587,"depth":23,"text":11588},{"id":11607,"depth":23,"text":11608,"children":11789},[11790,11791,11792,11793,11794],{"id":276,"depth":33,"text":277},{"id":11622,"depth":33,"text":11623},{"id":11645,"depth":33,"text":11646},{"id":3356,"depth":33,"text":3357},{"id":4687,"depth":33,"text":4688},{"id":11698,"depth":23,"text":11699},{"id":11726,"depth":23,"text":11727},{"id":305,"depth":23,"text":306},{"id":316,"depth":23,"text":317,"children":11799},[11800,11801],{"id":11770,"depth":33,"text":11771},{"id":11779,"depth":33,"text":11780},"Plan work that isn't an appointment on boards of cards, assign people and due dates, and set up cards that repeat on a schedule.","i-lucide-kanban",[11805,11806,11807,11808,11809,11810],"boards","kanban board","team tasks","recurring task","assign a card","my cards",{},[3580,2900],{"title":11554,"description":11802},"help\u002Foperations\u002Fplanner","ZomJVxHb5IRRQBEtxZZzeArlAf0Hw3XrokVYnH7RJCs",{"id":11817,"title":11818,"audience":120,"body":11819,"category":135,"description":12057,"draft":386,"extension":387,"icon":31,"keywords":12058,"locale":11,"meta":12059,"navigation":398,"order":124,"path":12060,"related":12061,"seo":12062,"sourceHash":402,"stem":12063,"translationReviewed":386,"updatedAt":404,"__hash__":12064},"help\u002Fhelp\u002Fportal\u002Fpaying-and-managing-your-visit.md","Paying and managing your visit",{"type":143,"value":11820,"toc":12048},[11821,11824,11829,11833,12009,12013,12020,12024,12027,12029,12039,12041,12045],[146,11822,11823],{},"A business may send you several kinds of links by email or text. They look alike but do different things. This page explains each one and where to read more.",[2453,11825,11826],{},[146,11827,11828],{},"Each link is private to you, so don't forward it. Whoever opens it can act as you.",[150,11830,11832],{"id":11831},"the-links-at-a-glance","The links at a glance",[721,11834,11835,11849],{},[724,11836,11837],{},[727,11838,11839,11842,11844,11847],{},[730,11840,11841],{},"Link",[730,11843,7763],{},[730,11845,11846],{},"How long it works",[730,11848,2676],{},[737,11850,11851,11867,11884,11899,11916,11931,11945,11962,11977,11992],{},[727,11852,11853,11856,11859,11862],{},[742,11854,11855],{},"Your booking",[742,11857,11858],{},"See your appointment. To reschedule or cancel, you confirm your booking email first.",[742,11860,11861],{},"Until a while after your visit",[742,11863,11864],{},[166,11865,11866],{"href":590},"Manage your booking",[727,11868,11869,11872,11875,11878],{},[742,11870,11871],{},"Payment link",[742,11873,11874],{},"Pay a bill on your phone, with an optional tip",[742,11876,11877],{},"24 hours",[742,11879,11880],{},[166,11881,11883],{"href":11882},"\u002Fhelp\u002Fbook-online\u002Fpay-a-payment-link","Pay a payment link",[727,11885,11886,11889,11892,11895],{},[742,11887,11888],{},"Card request",[742,11890,11891],{},"Add a card on file without it being charged",[742,11893,11894],{},"7 days",[742,11896,11897],{},[166,11898,641],{"href":640},[727,11900,11901,11904,11907,11910],{},[742,11902,11903],{},"Form or consent",[742,11905,11906],{},"Fill in and sign a form before your visit",[742,11908,11909],{},"Set by the business",[742,11911,11912],{},[166,11913,11915],{"href":11914},"\u002Fhelp\u002Fbook-online\u002Ffill-in-a-form","Fill in a form",[727,11917,11918,11920,11923,11925],{},[742,11919,1400],{},[742,11921,11922],{},"Leave an optional tip after your visit",[742,11924,11909],{},[742,11926,11927],{},[166,11928,11930],{"href":11929},"\u002Fhelp\u002Fbook-online\u002Ftip-or-review-after-your-visit","Tip or review",[727,11932,11933,11936,11939,11941],{},[742,11934,11935],{},"Review",[742,11937,11938],{},"Rate your visit. You can change it for 30 days.",[742,11940,11909],{},[742,11942,11943],{},[166,11944,11930],{"href":11929},[727,11946,11947,11950,11953,11956],{},[742,11948,11949],{},"Care guide",[742,11951,11952],{},"Read pre-care or after-care instructions",[742,11954,11955],{},"Shown on the guide",[742,11957,11958],{},[166,11959,11961],{"href":11960},"\u002Fhelp\u002Fbook-online\u002Fyour-after-care-page","Your care guide",[727,11963,11964,11966,11969,11972],{},[742,11965,1500],{},[742,11967,11968],{},"See a gift card's balance and history",[742,11970,11971],{},"While the card has a balance",[742,11973,11974],{},[166,11975,4684],{"href":11976},"\u002Fhelp\u002Fbook-online\u002Fgift-cards-online",[727,11978,11979,11982,11985,11988],{},[742,11980,11981],{},"Waitlist offer",[742,11983,11984],{},"Claim a time that opened up",[742,11986,11987],{},"Shown on the offer",[742,11989,11990],{},[166,11991,629],{"href":628},[727,11993,11994,11997,12000,12003],{},[742,11995,11996],{},"Receipt",[742,11998,11999],{},"See and print your receipt",[742,12001,12002],{},"Kept",[742,12004,12005],{},[166,12006,12008],{"href":12007},"\u002Fhelp\u002Fbook-online\u002Ffind-your-receipt","Find your receipt",[150,12010,12012],{"id":12011},"paying-safely","Paying safely",[146,12014,12015,12016,170],{},"Whenever a card is needed, you type it yourself on a secure page from the payment processor, Stripe. The business never sees or types your number. See ",[166,12017,12019],{"href":12018},"\u002Fhelp\u002Fportal\u002Fsaved-cards-and-payment-security","How your card details are kept safe",[150,12021,12023],{"id":12022},"cancelling-and-fees","Cancelling and fees",[146,12025,12026],{},"A business may stop online changes close to your appointment, and may charge a late-cancellation or no-show fee. Both are shown when you book and in your confirmation. If you paid a deposit, cancelling shows what happens to it before you confirm.",[150,12028,306],{"id":305},[146,12030,12031,12032,470,12035,12038],{},"Each page confirms what you did, such as ",[161,12033,12034],{},"You're all paid",[161,12036,12037],{},"You're all set",", and most send a confirmation email.",[150,12040,317],{"id":316},[179,12042,12044],{"id":12043},"a-link-has-stopped-working","A link has stopped working",[146,12046,12047],{},"Most links expire on purpose, or stop once used. Contact the business and ask for a new one. There's nothing to fix from the page itself.",{"title":359,"searchDepth":23,"depth":23,"links":12049},[12050,12051,12052,12053,12054],{"id":11831,"depth":23,"text":11832},{"id":12011,"depth":23,"text":12012},{"id":12022,"depth":23,"text":12023},{"id":305,"depth":23,"text":306},{"id":316,"depth":23,"text":317,"children":12055},[12056],{"id":12043,"depth":33,"text":12044},"What each link a business sends you does, from managing a booking and paying by link to adding a card, tipping and reviewing, and how long each one lasts.",[],{},"\u002Fhelp\u002Fportal\u002Fpaying-and-managing-your-visit",[3952],{"title":11818,"description":12057},"help\u002Fportal\u002Fpaying-and-managing-your-visit","DF3Qf7YUgXUymONojEx1ylgEF6niLGzp574G8IOSbUY",{"id":12066,"title":1497,"audience":7,"body":12067,"category":54,"description":12450,"draft":386,"extension":387,"icon":12451,"keywords":12452,"locale":11,"meta":12459,"navigation":398,"order":124,"path":4535,"related":12460,"seo":12461,"sourceHash":402,"stem":12462,"translationReviewed":386,"updatedAt":2935,"__hash__":12463},"help\u002Fhelp\u002Fretail\u002Fpackages.md",{"type":143,"value":12068,"toc":12429},[12069,12075,12080,12082,12089,12093,12217,12221,12226,12230,12233,12275,12279,12285,12299,12302,12306,12323,12327,12340,12344,12400,12402,12411,12413,12417,12420,12424],[146,12070,12071,12072,170],{},"A package is something a client pays for once and uses over time: a 5-pack of facials, a course of laser sessions, or a discount on their next few visits. Packages live under ",[161,12073,12074],{},"Retail → Packages",[554,12076],{"alt":12077,"height":12078,"src":12079,"width":5143},"The Packages page: Packages and Holders tabs, New package at the top right, and three packages for sale with their price, sessions, expiry and number of holders, such as Laser 6-pack at $1,500.00 for 6 sessions.",644,"\u002Fhelp\u002Fretail\u002Fpackages\u002Flist.webp",[150,12081,153],{"id":152},[155,12083,12084],{},[158,12085,12086,12088],{},[161,12087,1421],{}," seeing packages needs access to revenue setup; creating and changing them needs permission to manage it.",[150,12090,12092],{"id":12091},"create-a-package","Create a package",[176,12094,12095,12097,12104,12106,12118,12122,12130,12162,12168,12172,12190,12194,12210,12212],{},[179,12096,277],{"id":276},[146,12098,1936,12099,1469,12101,170],{},[161,12100,12074],{},[161,12102,12103],{},"New package",[179,12105,4007],{"id":4006},[146,12107,426,12108,4013,12110,4605,12112,12114,12115,12117],{},[161,12109,4012],{},[161,12111,4016],{},[161,12113,3484],{}," (clients see it online), and write a ",[161,12116,4020],{},", such as the saving or a gift idea.",[179,12119,12121],{"id":12120},"add-whats-included","Add what's included",[146,12123,1203,12124,1486,12126,12129],{},[161,12125,4078],{},[161,12127,12128],{},"Add benefit"," and choose a type:",[155,12131,12132,12144,12150],{},[158,12133,12134,12137,12138,12140,12141,170],{},[161,12135,12136],{},"Service sessions",": a number of ",[161,12139,7153],{}," for one service, several (shared between them), or ",[161,12142,12143],{},"Any service",[158,12145,12146,12149],{},[161,12147,12148],{},"Product quantities",": a number of products, collected at checkout.",[158,12151,12152,470,12155,12158,12159,170],{},[161,12153,12154],{},"Amount discount",[161,12156,12157],{},"Percentage discount",": money off chosen services, products or gift cards for a number of ",[161,12160,12161],{},"Uses",[146,12163,225,12164,12167],{},[161,12165,12166],{},"Save benefit",". Add as many benefits as you need.",[179,12169,12171],{"id":12170},"set-the-price-and-expiry","Set the price and expiry",[146,12173,1203,12174,4013,12177,12179,12180,12182,12183,12186,12187,170],{},[161,12175,12176],{},"Pricing",[161,12178,4033],{}," and check the ",[161,12181,4046],{},". Set ",[161,12184,12185],{},"Expires after"," a number of days, weeks, months or years from purchase, or leave ",[161,12188,12189],{},"Never expires",[179,12191,12193],{"id":12192},"choose-the-settings","Choose the settings",[146,12195,426,12196,9210,12198,12201,12202,12205,12206,12209],{},[161,12197,2439],{},[161,12199,12200],{},"Let clients buy this online"," to show it on your booking site. Turn on ",[161,12203,12204],{},"Multi-session course"," for a series of treatments, and set the ",[161,12207,12208],{},"Weeks between sessions",". Owneli then tracks progress and reminds the client to book the next one.",[179,12211,2019],{"id":2018},[146,12213,225,12214,170],{},[161,12215,12216],{},"Create package",[554,12218],{"alt":12219,"height":4148,"src":12220,"width":1632},"Editing the Laser 6-pack package: a note that changes apply to future sales only, Details and Settings tabs, the Name with its colour, Category, Description, and Benefits holding Service sessions for 6 sessions across 2 services, with Close and Save changes at the top right.","\u002Fhelp\u002Fretail\u002Fpackages\u002Feditor.webp",[2453,12222,12223],{},[146,12224,12225],{},"Changes to a package only apply to future sales. Clients who already own it keep what they bought.",[150,12227,12229],{"id":12228},"discount-benefits","Discount benefits",[146,12231,12232],{},"A discount benefit has its own limits:",[721,12234,12235,12243],{},[724,12236,12237],{},[727,12238,12239,12241],{},[730,12240,4168],{},[730,12242,735],{},[737,12244,12245,12255,12265],{},[727,12246,12247,12252],{},[742,12248,12249],{},[161,12250,12251],{},"Minimum purchase amount",[742,12253,12254],{},"The sale must reach this before the discount applies",[727,12256,12257,12262],{},[742,12258,12259],{},[161,12260,12261],{},"Can be combined with deals",[742,12263,12264],{},"Lets it apply alongside a deal or promo code. Off, a code is refused while it's on the sale.",[727,12266,12267,12272],{},[742,12268,12269],{},[161,12270,12271],{},"In-store use only",[742,12273,12274],{},"Only at the counter, never in online checkout",[150,12276,12278],{"id":12277},"sell-and-redeem-a-package","Sell and redeem a package",[146,12280,12281,12282,12284],{},"At checkout, add the package like any other item. See ",[166,12283,1389],{"href":1891},". Clients can also buy it on your booking site if you allowed it.",[146,12286,12287,12288,12290,12291,12294,12295,12298],{},"When the client comes back for an included service, choose ",[161,12289,1734],{}," as the payment method on the payment step and select ",[161,12292,12293],{},"Redeem 1 session",". It covers that service and uses one session. See ",[166,12296,12297],{"href":1726},"Redeem a gift card, package, or membership",". A tip on that visit is paid separately, by card or cash.",[146,12300,12301],{},"Refunding the whole sale that used a session gives the session back.",[150,12303,12305],{"id":12304},"see-who-holds-a-package","See who holds a package",[146,12307,1936,12308,12311,12312,12315,12316,12318,12319,12322],{},[161,12309,12310],{},"Retail → Packages sold",", or the ",[161,12313,12314],{},"Holders"," tab on ",[161,12317,1497],{},". Each holder shows what's left, such as ",[161,12320,12321],{},"3\u002F5 sessions",", and when it expires. Use it to find clients who bought and haven't come back.",[150,12324,12326],{"id":12325},"stop-selling-a-package","Stop selling a package",[146,12328,4460,12329,1834,12331,12333,12334,12336,12337,12339],{},[161,12330,4956],{},[161,12332,2439],{}," to pause it, or choose ",[161,12335,3496],{}," from its row's ",[161,12338,1855],{}," menu. Either way it leaves checkout, and current holders keep what they bought.",[150,12341,12343],{"id":12342},"packages-versus-memberships","Packages versus memberships",[721,12345,12346,12356],{},[724,12347,12348],{},[727,12349,12350,12352,12354],{},[730,12351],{},[730,12353,1734],{},[730,12355,1737],{},[737,12357,12358,12368,12379,12390],{},[727,12359,12360,12362,12365],{},[742,12361,1403],{},[742,12363,12364],{},"Once, up front",[742,12366,12367],{},"Every period",[727,12369,12370,12373,12376],{},[742,12371,12372],{},"What it gives",[742,12374,12375],{},"A set number of sessions, products or discounts",[742,12377,12378],{},"Sessions or wallet money each period, plus perks",[727,12380,12381,12384,12387],{},[742,12382,12383],{},"Ends",[742,12385,12386],{},"When it's used up or expires",[742,12388,12389],{},"When it's cancelled or its term ends",[727,12391,12392,12394,12397],{},[742,12393,6372],{},[742,12395,12396],{},"A course of treatment",[742,12398,12399],{},"Regulars and steady revenue",[150,12401,306],{"id":305},[146,12403,12404,12405,12407,12408,12410],{},"The package is on the ",[161,12406,1497],{}," tab with its price and benefits, and you can add it at checkout. After a sale, the client appears under ",[161,12409,12314],{}," with the full amount left.",[150,12412,317],{"id":316},[179,12414,12416],{"id":12415},"package-isnt-offered-as-a-payment-method","Package isn't offered as a payment method",[146,12418,12419],{},"The client on the sale doesn't hold a package that covers this service, or it has expired or been used up. Check the client is attached to the sale.",[179,12421,12423],{"id":12422},"the-package-isnt-on-the-booking-site","The package isn't on the booking site",[146,12425,11373,12426,12428],{},[161,12427,12200],{},", and check it's active and valid at that location.",{"title":359,"searchDepth":23,"depth":23,"links":12430},[12431,12432,12440,12441,12442,12443,12444,12445,12446],{"id":152,"depth":23,"text":153},{"id":12091,"depth":23,"text":12092,"children":12433},[12434,12435,12436,12437,12438,12439],{"id":276,"depth":33,"text":277},{"id":4006,"depth":33,"text":4007},{"id":12120,"depth":33,"text":12121},{"id":12170,"depth":33,"text":12171},{"id":12192,"depth":33,"text":12193},{"id":2018,"depth":33,"text":2019},{"id":12228,"depth":23,"text":12229},{"id":12277,"depth":23,"text":12278},{"id":12304,"depth":23,"text":12305},{"id":12325,"depth":23,"text":12326},{"id":12342,"depth":23,"text":12343},{"id":305,"depth":23,"text":306},{"id":316,"depth":23,"text":317,"children":12447},[12448,12449],{"id":12415,"depth":33,"text":12416},{"id":12422,"depth":33,"text":12423},"Create a package of sessions, products or discounts, set its price and expiry, sell and redeem it, and see who holds one.","i-lucide-package",[12453,12454,12455,12456,12457,12458],"packages","create a package","prepaid sessions","course of treatments","package holders","sell a package",{},[4533,1891],{"title":1497,"description":12450},"help\u002Fretail\u002Fpackages","PTdt2wx3LIKf9_8FcXAqKB89G4LXwUXJ36b5IhPKrpA",{"id":12465,"title":12466,"audience":7,"body":12467,"category":94,"description":12786,"draft":386,"extension":387,"icon":12787,"keywords":12788,"locale":11,"meta":12794,"navigation":398,"order":124,"path":5455,"related":12795,"seo":12796,"sourceHash":402,"stem":12797,"translationReviewed":386,"updatedAt":697,"__hash__":12798},"help\u002Fhelp\u002Fsettings\u002Froles-and-permissions.md","Roles and permissions",{"type":143,"value":12468,"toc":12767},[12469,12475,12528,12530,12543,12547,12620,12624,12629,12637,12641,12650,12654,12711,12715,12718,12720,12725,12727,12731,12740,12744,12753,12757],[146,12470,12471,12472,170],{},"A role decides what a team member can see and do in Owneli. Every business starts with four, and you can change them or add your own, such as Receptionist, under ",[161,12473,12474],{},"Settings → Team & access → Roles",[721,12476,12477,12486],{},[724,12478,12479],{},[727,12480,12481,12484],{},[730,12482,12483],{},"Role",[730,12485,7763],{},[737,12487,12488,12498,12508,12518],{},[727,12489,12490,12495],{},[742,12491,12492],{},[161,12493,12494],{},"Owner",[742,12496,12497],{},"Everything, including transferring ownership and requiring two-factor sign-in for everyone. It always gets new features too, so the owner can never be locked out.",[727,12499,12500,12505],{},[742,12501,12502],{},[161,12503,12504],{},"Admin",[742,12506,12507],{},"Runs the business: team, settings and everything day to day",[727,12509,12510,12515],{},[742,12511,12512],{},[161,12513,12514],{},"Manager",[742,12516,12517],{},"Runs the floor: clients, forms, time off. Can't change settings or invite people.",[727,12519,12520,12525],{},[742,12521,12522],{},[161,12523,12524],{},"Staff",[742,12526,12527],{},"A team member who sees their own calendar, clients and sales. What they can do is up to you.",[150,12529,153],{"id":152},[155,12531,12532,12537],{},[158,12533,12534,12536],{},[161,12535,1421],{}," admins and owners.",[158,12538,12539,12542],{},[161,12540,12541],{},"Start from the closest role."," It's quicker to change a copy of Staff than to tick every box from nothing.",[150,12544,12546],{"id":12545},"create-a-custom-role","Create a custom role",[176,12548,12549,12551,12558,12560,12568,12572,12592,12596,12614,12616],{},[179,12550,277],{"id":276},[146,12552,1936,12553,1469,12555,170],{},[161,12554,12474],{},[161,12556,12557],{},"New role",[179,12559,11646],{"id":11645},[146,12561,7165,12562,12565,12566,170],{},[161,12563,12564],{},"Role name",", such as Receptionist, and a short ",[161,12567,4020],{},[179,12569,12571],{"id":12570},"switch-on-what-it-needs","Switch on what it needs",[146,12573,12574,12575,12578,12579,490,12581,470,12583,12585,12586,470,12589,170],{},"Each ",[161,12576,12577],{},"Permission area"," (such as ",[161,12580,2358],{},[161,12582,6789],{},[161,12584,1939],{},") has a switch. Turn on an area, then tick what the role may do in it, such as ",[161,12587,12588],{},"Can view appointments",[161,12590,12591],{},"Can refund payments",[179,12593,12595],{"id":12594},"choose-whose-records","Choose whose records",[146,12597,12598,12599,1207,12602,490,12605,490,12608,470,12611,170],{},"Where an area offers ",[161,12600,12601],{},"Data scope",[161,12603,12604],{},"Everyone's",[161,12606,12607],{},"Only their own",[161,12609,12610],{},"Assigned only",[161,12612,12613],{},"Their location",[179,12615,2019],{"id":2018},[146,12617,225,12618,170],{},[161,12619,2019],{},[554,12621],{"alt":12622,"height":4148,"src":12623,"width":1632},"Editing the Staff permission role: Role name and Description, the Permission area list (Calendar, Scheduling & timesheets, Sales, Clients and more), and the Calendar area switched on with Can view appointments ticked and its data scope set to Only their own.","\u002Fhelp\u002Fsettings\u002Froles-and-permissions\u002Feditor.webp",[146,12625,12626,12627,170],{},"Then give the role to people. See ",[166,12628,10953],{"href":10952},[598,12630,12631],{},[146,12632,12633,12634,12636],{},"A permission without the right scope looks broken. Someone who can view appointments with ",[161,12635,12607],{}," sees only their own calendar.",[150,12638,12640],{"id":12639},"see-what-a-role-sees","See what a role sees",[146,12642,1203,12643,1486,12646,12649],{},[161,12644,12645],{},"Settings → Team & access → Team members",[161,12647,12648],{},"Preview as…"," and choose a role. The app shows exactly what that role sees, with a banner at the top to leave the preview. Do this before you hand a new role to anyone.",[150,12651,12653],{"id":12652},"things-that-are-split-on-purpose","Things that are split on purpose",[155,12655,12656,12664,12674,12684,12692,12705],{},[158,12657,12658,12660,12661,12663],{},[161,12659,2885],{}," is separate from ",[161,12662,6789],{},", so someone can ring up sales without opening and counting the till.",[158,12665,1193,12666,490,12668,12660,12671,12673],{},[161,12667,6789],{},[161,12669,12670],{},"Can void sales",[161,12672,12591],{},", so someone can refund without being able to cancel a sale or a gift card outright.",[158,12675,1193,12676,490,12678,12660,12680,12683],{},[161,12677,2463],{},[161,12679,6306],{},[161,12681,12682],{},"Can view reports",", for roles that may see the numbers but not download them.",[158,12685,12686,12660,12689,12691],{},[161,12687,12688],{},"Scheduling & timesheets",[161,12690,2358],{},", so someone can run the rota without seeing every client.",[158,12693,12694,12695,490,12698,189,12701,12704],{},"Client ",[161,12696,12697],{},"contact details",[161,12699,12700],{},"personal info",[161,12702,12703],{},"spending and wallet"," each have their own tick, as do client photos and clinical charts. Hidden details are removed before they reach the screen, not just covered up.",[158,12706,12707,12710],{},[161,12708,12709],{},"Inventory & Retail"," splits products, stock, transfers and purchasing, so a buyer can order without counting stock.",[150,12712,12714],{"id":12713},"read-the-sidebar","Read the sidebar",[146,12716,12717],{},"People only see the pages they can open. An eye beside a link means they can read the page but not change it.",[150,12719,306],{"id":305},[146,12721,1986,12722,12724],{},[161,12723,12648],{}," with the new role. The pages and buttons you expect are there, and the rest are gone. The role list shows how many people have each role.",[150,12726,317],{"id":316},[179,12728,12730],{"id":12729},"someone-says-a-page-is-missing","Someone says a page is missing",[146,12732,12733,12734,12736,12737,12739],{},"Check their role has the area switched on and, where offered, a wide enough ",[161,12735,12601],{},". Then try ",[161,12738,12648],{}," with their role.",[179,12741,12743],{"id":12742},"can-i-delete-a-built-in-role","Can I delete a built-in role?",[146,12745,12746,12747,12750,12751,170],{},"No. Owner, Admin, Manager and Staff are marked ",[161,12748,12749],{},"System",". You can change what they can do but not their names. Custom roles can be deleted with ",[161,12752,2110],{},[179,12754,12756],{"id":12755},"who-changed-a-role","Who changed a role?",[146,12758,12759,12760,4867,12763,170],{},"Every role and permission change is in the ",[161,12761,12762],{},"Audit log",[166,12764,12766],{"href":12765},"\u002Fhelp\u002Fsettings\u002Faudit-log","Read the audit log",{"title":359,"searchDepth":23,"depth":23,"links":12768},[12769,12770,12777,12778,12779,12780,12781],{"id":152,"depth":23,"text":153},{"id":12545,"depth":23,"text":12546,"children":12771},[12772,12773,12774,12775,12776],{"id":276,"depth":33,"text":277},{"id":11645,"depth":33,"text":11646},{"id":12570,"depth":33,"text":12571},{"id":12594,"depth":33,"text":12595},{"id":2018,"depth":33,"text":2019},{"id":12639,"depth":23,"text":12640},{"id":12652,"depth":23,"text":12653},{"id":12713,"depth":23,"text":12714},{"id":305,"depth":23,"text":306},{"id":316,"depth":23,"text":317,"children":12782},[12783,12784,12785],{"id":12729,"depth":33,"text":12730},{"id":12742,"depth":33,"text":12743},{"id":12755,"depth":33,"text":12756},"The four built-in roles, how to make your own, how to choose whose records a role reaches, and how to see the app as a role sees it.","i-lucide-shield-check",[12789,12790,12791,12792,12793],"create a custom role","staff permissions","what can staff see","receptionist role","data scope",{},[5453,3268],{"title":12466,"description":12786},"help\u002Fsettings\u002Froles-and-permissions","W9exoypm1EBHCb1pcxPpaEU9Bqruv_jO2OKh32cvrmI",{"id":12800,"title":10953,"audience":7,"body":12801,"category":74,"description":13092,"draft":386,"extension":387,"icon":2299,"keywords":13093,"locale":11,"meta":13100,"navigation":398,"order":124,"path":10952,"related":13101,"seo":13102,"sourceHash":402,"stem":13103,"translationReviewed":386,"updatedAt":8192,"__hash__":13104},"help\u002Fhelp\u002Fteam\u002Finvite-a-team-member.md",{"type":143,"value":12802,"toc":13073},[12803,12806,12808,12820,12823,12930,12935,12939,12957,12967,12971,12974,13006,13012,13014,13020,13022,13026,13037,13041,13044,13048,13051,13055],[146,12804,12805],{},"Add someone to your team and Owneli emails them an invitation. Once they accept, you can book them, give them services and pay them.",[150,12807,153],{"id":152},[155,12809,12810,12814],{},[158,12811,12812,12536],{},[161,12813,1421],{},[158,12815,12816,12819],{},[161,12817,12818],{},"You need their first name and email",", and with more than one location, where they'll work. Everything else can be added later.",[150,12821,10953],{"id":12822},"invite-a-team-member",[176,12824,12825,12827,12837,12841,12860,12866,12872,12876,12889,12893,12903,12912,12915,12919],{},[179,12826,277],{"id":276},[146,12828,1936,12829,12831,12832,1596,12834,12836],{},[161,12830,2419],{}," in the sidebar and select ",[161,12833,10948],{},[161,12835,10232],{}," panel opens.",[179,12838,12840],{"id":12839},"add-their-details","Add their details",[146,12842,426,12843,12845,12846,189,12848,12850,12851,490,12854,189,12856,12859],{},[161,12844,2604],{},", enter their ",[161,12847,1956],{},[161,12849,493],{},", and if you like their ",[161,12852,12853],{},"Last name",[161,12855,9347],{},[161,12857,12858],{},"Job title"," (clients see the job title online).",[146,12861,12862,12863,12865],{},"If your business has more than one location, choose their ",[161,12864,1962],{},": where their calendar opens. With one location, it's chosen for you.",[146,12867,7456,12868,12871],{},[161,12869,12870],{},"Takes bookings"," on if clients will book them. Turn it off for people who don't see clients, such as a receptionist or a bookkeeper: they won't appear on the calendar or on your booking site.",[179,12873,12875],{"id":12874},"choose-their-role","Choose their role",[146,12877,2879,12878,12880,12881,12883,12884,4867,12887,170],{},[161,12879,2439],{}," in the panel's menu and choose a ",[161,12882,12483],{},". Custom roles show ",[161,12885,12886],{},"· Custom",[166,12888,12466],{"href":5455},[179,12890,12892],{"id":12891},"add-the-rest-now-or-later","Add the rest now or later",[146,12894,1203,12895,490,12897,189,12899,12902],{},[161,12896,1150],{},[161,12898,10965],{},[161,12900,12901],{},"Wages and timesheets",", choose what they do, every location they work at and how they're paid.",[146,12904,12905,12906,12908,12909,12911],{},"If they take bookings, ",[161,12907,2589],{}," sets their usual week at their home location: tick the days they work, set the times, and select ",[161,12910,7866],{}," to repeat Monday. Their hours are saved when they accept, so they can be booked straight away.",[146,12913,12914],{},"You can also do all of this after they join.",[179,12916,12918],{"id":12917},"send-it","Send it",[146,12920,12921,12922,1486,12925,7176,12927,170],{},"The box at the top of the panel's menu lists what is still needed, and sections you've filled in get a tick. Select a name in the box to go straight to that field. When it reads ",[161,12923,12924],{},"Ready to add",[161,12926,888],{},[161,12928,12929],{},"Invitation sent",[554,12931],{"alt":12932,"height":12933,"src":12934,"width":5143},"The Your team page filtered to Westside: Manage members and Invite Team Member at the top, a search box, location filter, My reports only and Include offboarded, and team members with their role, locations, job title, employment, hire date and status.",589,"\u002Fhelp\u002Fteam\u002Finvite-a-team-member\u002Fteam.webp",[150,12936,12938],{"id":12937},"before-they-accept","Before they accept",[146,12940,12941,12942,12945,12946,12948,12949,1486,12952,470,12954,170],{},"They appear in the team list as ",[161,12943,12944],{},"Invited",". To send the email again or cancel it, go to ",[161,12947,12645],{}," and, under ",[161,12950,12951],{},"Pending invitations",[161,12953,10654],{},[161,12955,12956],{},"Revoke",[146,12958,12959,12960,12962,12963,12966],{},"Once they accept, they show as ",[161,12961,4956],{},". You may see ",[161,12964,12965],{},"Onboarding"," while they finish their first steps.",[150,12968,12970],{"id":12969},"make-them-bookable","Make them bookable",[146,12972,12973],{},"Accepting the invitation creates their account. To be booked, they also need services and working hours. If you didn't add them in the invitation, do these straight away:",[721,12975,12976,12984],{},[724,12977,12978],{},[727,12979,12980,12982],{},[730,12981,11014],{},[730,12983,11020],{},[737,12985,12986,12996],{},[727,12987,12988,12993],{},[742,12989,12990],{},[166,12991,12992],{"href":8133},"Assign their services",[742,12994,12995],{},"They're only offered for services they're assigned to",[727,12997,12998,13003],{},[742,12999,13000],{},[166,13001,13002],{"href":5039},"Set their working hours",[742,13004,13005],{},"Without hours, they're never shown as free on the calendar",[146,13007,13008,13009,170],{},"Hours set in the invitation are at their home location. Add hours at their other locations in ",[161,13010,13011],{},"Scheduling",[150,13013,306],{"id":305},[146,13015,13016,13017,13019],{},"They're in the team list as ",[161,13018,4956],{},", with their role. Start a booking for one of their services: they're in the team member list.",[150,13021,317],{"id":316},[179,13023,13025],{"id":13024},"the-invitation-email-didnt-arrive","The invitation email didn't arrive",[146,13027,13028,13029,13031,13032,13034,13035,170],{},"Ask them to check spam. Check the email address under ",[161,13030,12951],{},"; if it's wrong, select ",[161,13033,12956],{}," and invite them again. Otherwise select ",[161,13036,10654],{},[179,13038,13040],{"id":13039},"the-hours-i-set-arent-in-scheduling","The hours I set aren't in Scheduling",[146,13042,13043],{},"They're saved when the person accepts, not before. If you use repeating shifts and their start date is after the day they accepted, their hours begin on their start date.",[179,13045,13047],{"id":13046},"i-cant-see-invite-team-member","I can't see Invite Team Member",[146,13049,13050],{},"Only admins and owners can invite. Ask one of them.",[179,13052,13054],{"id":13053},"can-i-change-their-role-later","Can I change their role later?",[146,13056,13057,13058,13060,13061,4034,13063,1311,13066,13068,13069,1473,13071,170],{},"Yes. Open them in ",[161,13059,2419],{},", open ",[161,13062,4566],{},[161,13064,13065],{},"Edit permission role",[161,13067,2104],{}," and change the ",[161,13070,12483],{},[161,13072,2439],{},{"title":359,"searchDepth":23,"depth":23,"links":13074},[13075,13076,13083,13084,13085,13086],{"id":152,"depth":23,"text":153},{"id":12822,"depth":23,"text":10953,"children":13077},[13078,13079,13080,13081,13082],{"id":276,"depth":33,"text":277},{"id":12839,"depth":33,"text":12840},{"id":12874,"depth":33,"text":12875},{"id":12891,"depth":33,"text":12892},{"id":12917,"depth":33,"text":12918},{"id":12937,"depth":23,"text":12938},{"id":12969,"depth":23,"text":12970},{"id":305,"depth":23,"text":306},{"id":316,"depth":23,"text":317,"children":13087},[13088,13089,13090,13091],{"id":13024,"depth":33,"text":13025},{"id":13039,"depth":33,"text":13040},{"id":13046,"depth":33,"text":13047},{"id":13053,"depth":33,"text":13054},"Invite a new team member by email, choose their role, set their usual week, resend or cancel the invitation, and make them bookable once they join.",[13094,13095,13096,13097,13098,13099],"invite team member","add staff to owneli","send staff invitation","team member roles","staff invite not accepted","resend invitation",{},[8133,5455,5039],{"title":10953,"description":13092},"help\u002Fteam\u002Finvite-a-team-member","mwC0AegwNNy1k7UoXa40-0IYBanNE1HdgcXoghJuI1E",{"id":13106,"title":7033,"audience":7,"body":13107,"category":44,"description":13421,"draft":386,"extension":387,"icon":13422,"keywords":13423,"locale":11,"meta":13431,"navigation":398,"order":13432,"path":7032,"related":13433,"seo":13434,"sourceHash":402,"stem":13435,"translationReviewed":386,"updatedAt":697,"__hash__":13436},"help\u002Fhelp\u002Fclients\u002Freview-a-submitted-form.md",{"type":143,"value":13108,"toc":13396},[13109,13112,13114,13121,13125,13178,13184,13194,13198,13226,13230,13261,13267,13275,13279,13291,13303,13308,13312,13323,13330,13334,13344,13348,13357,13359,13370,13372,13376,13382,13386,13389,13393],[146,13110,13111],{},"When a client completes a form, everything they entered is on one page: their answers, their signature, and when it was sent and opened. A clinician can sign it off once they've read it.",[150,13113,153],{"id":152},[155,13115,13116],{},[158,13117,13118,13120],{},[161,13119,1421],{}," anyone who can see submissions. Editing answers needs permission to manage submissions, and signing off needs permission to manage clinical charts.",[150,13122,13124],{"id":13123},"open-a-submitted-form","Open a submitted form",[176,13126,13127,13131,13138,13142,13151,13155,13169,13173],{},[179,13128,13130],{"id":13129},"find-it","Find it",[146,13132,1936,13133,13135,13136,170],{},[161,13134,10453],{}," and select the form. You can also open it from the client's profile, under ",[161,13137,3790],{},[179,13139,13141],{"id":13140},"read-the-answers","Read the answers",[146,13143,13144,13147,13148,170],{},[161,13145,13146],{},"Form Response"," lists every answer in the order the form asked. Uploaded files are links you can open. Each signature shows when it was signed, or ",[161,13149,13150],{},"Not signed",[179,13152,13154],{"id":13153},"check-the-details","Check the details",[146,13156,13157,13158,4125,13161,13164,13165,13168],{},"On the right are the ",[161,13159,13160],{},"Client",[161,13162,13163],{},"Timeline"," (created, sent, viewed, completed), the ",[161,13166,13167],{},"Email Status"," (sent, opened, clicked) and when the link expires.",[179,13170,13172],{"id":13171},"add-a-note","Add a note",[146,13174,1986,13175,13177],{},[161,13176,3462],{}," for anything the team should know. The client never sees it.",[554,13179],{"alt":13180,"height":13181,"src":13182,"width":13183},"A completed Laser hair removal consent, with the Submissions button above it and Download PDF and Archive beside the title: the answers under Form Response, marked as locked because the client signed, the drawn signature with its date, and the client, timeline and email status on the right.",802,"\u002Fhelp\u002Fclients\u002Freview-a-submitted-form\u002Fsubmission.webp",1187,[146,13185,13186,13187,470,13190,13193],{},"Press ",[2057,13188,13189],{},"k",[2057,13191,13192],{},"j"," to go to the previous or next submission without going back to the list.",[150,13195,13197],{"id":13196},"add-intake-answers-to-the-clients-record","Add intake answers to the client's record",[146,13199,13200,13201,470,13204,13207,13208,13210,13211,13214,13215,263,13218,13221,13222,13225],{},"When a form asks for allergies or a date of birth, and the form's builder set that field to ",[161,13202,13203],{},"Offer as an allergy",[161,13205,13206],{},"Offer as the date of birth",", the submission and the client's ",[161,13209,6751],{}," show ",[161,13212,13213],{},"From the intake, not on the record yet",". Each answer shows what's on the record now. Select ",[161,13216,13217],{},"Add to record",[161,13219,13220],{},"Replace"," for a date of birth that differs, or ",[161,13223,13224],{},"Dismiss",". Nothing changes until you choose, and only someone who can edit client records can add them.",[150,13227,13229],{"id":13228},"sign-off-as-a-clinician","Sign off as a clinician",[176,13231,13232,13235,13238,13242,13252,13256],{},[179,13233,13141],{"id":13234},"read-the-answers-1",[146,13236,13237],{},"Read everything the client entered.",[179,13239,13241],{"id":13240},"add-a-note-if-needed","Add a note if needed",[146,13243,1203,13244,13247,13248,13251],{},[161,13245,13246],{},"Clinician sign-off",", type a ",[161,13249,13250],{},"Note"," if the team should know something before treatment. It's printed on the PDF.",[179,13253,13255],{"id":13254},"sign-off","Sign off",[146,13257,225,13258,13260],{},[161,13259,13255],{},". It records your name and the time, can't be undone, and locks the answers.",[554,13262],{"alt":13263,"height":13264,"src":13265,"width":13266},"The Clinician sign-off card: an explanation that signing off records your review and locks the answers, an optional Note, and the Sign off button.",330,"\u002Fhelp\u002Fclients\u002Freview-a-submitted-form\u002Fsign-off.webp",625,[146,13268,13269,13270,13272,13273,170],{},"A form can be set to need a clinician's sign-off. Completed copies of it then wait on ",[161,13271,312],{}," until someone signs them off. See ",[166,13274,10440],{"href":10439},[150,13276,13278],{"id":13277},"chase-a-form-that-isnt-finished","Chase a form that isn't finished",[146,13280,13281,13282,490,13284,470,13286,4125,13288,13290],{},"For a form that's ",[161,13283,10596],{},[161,13285,10606],{},[161,13287,10635],{},[161,13289,1855],{}," at the top offers:",[155,13292,13293,13298],{},[158,13294,13295,13297],{},[161,13296,10654],{}," to email the client a fresh link;",[158,13299,13300,13302],{},[161,13301,10658],{}," to send it yourself, or open it for a client at the desk.",[598,13304,13305],{},[146,13306,13307],{},"The link belongs to this client and this form. Anyone you share it with can submit as the client, so only send it to them.",[150,13309,13311],{"id":13310},"fix-an-answer","Fix an answer",[146,13313,13314,13315,1541,13317,13319,13320,13322],{},"If the client hasn't signed, someone who can manage submissions can select ",[161,13316,2104],{},[161,13318,13146],{},", correct an answer and ",[161,13321,3844],{},". Every edit is recorded with who made it and when.",[146,13324,13325,13326,13329],{},"Once a client has signed, or a clinician has signed off, the answers are locked: ",[161,13327,13328],{},"Signed by the client, so the answers are locked. Send the form again to correct them."," A consent with answers changed under the signature would be worthless. Send the form again and collect a corrected, signed copy; the original stays on record.",[150,13331,13333],{"id":13332},"hidden-answers","Hidden answers",[146,13335,13336,13337,3466,13340,13343],{},"If a form holds health information and your role can't see clinical charts, its answers show ",[161,13338,13339],{},"Clinical information hidden",[161,13341,13342],{},"Reveal"," when your work needs it. Each reveal is recorded with your name.",[150,13345,13347],{"id":13346},"download-or-archive","Download or archive",[146,13349,225,13350,13353,13354,13356],{},[161,13351,13352],{},"Download PDF"," for a copy with the answers and signatures. ",[161,13355,3496],{}," hides the form from the active list.",[150,13358,306],{"id":305},[146,13360,13361,13362,13365,13366,13369],{},"A signed-off form shows ",[161,13363,13364],{},"Signed off by"," and your name. An edited answer shows ",[161,13367,13368],{},"Edited by"," with the name and date.",[150,13371,317],{"id":316},[179,13373,13375],{"id":13374},"the-client-says-the-link-expired","The client says the link expired",[146,13377,225,13378,13381],{},[161,13379,13380],{},"⋮ → Resend"," on the form. They get a fresh link.",[179,13383,13385],{"id":13384},"i-cant-edit-an-answer","I can't edit an answer",[146,13387,13388],{},"The client has signed, or a clinician has signed it off. Send the form again for a corrected copy.",[179,13390,13392],{"id":13391},"theres-no-sign-off-button","There's no Sign off button",[146,13394,13395],{},"The form isn't completed yet, or your role can't manage clinical charts.",{"title":359,"searchDepth":23,"depth":23,"links":13397},[13398,13399,13405,13406,13411,13412,13413,13414,13415,13416],{"id":152,"depth":23,"text":153},{"id":13123,"depth":23,"text":13124,"children":13400},[13401,13402,13403,13404],{"id":13129,"depth":33,"text":13130},{"id":13140,"depth":33,"text":13141},{"id":13153,"depth":33,"text":13154},{"id":13171,"depth":33,"text":13172},{"id":13196,"depth":23,"text":13197},{"id":13228,"depth":23,"text":13229,"children":13407},[13408,13409,13410],{"id":13234,"depth":33,"text":13141},{"id":13240,"depth":33,"text":13241},{"id":13254,"depth":33,"text":13255},{"id":13277,"depth":23,"text":13278},{"id":13310,"depth":23,"text":13311},{"id":13332,"depth":23,"text":13333},{"id":13346,"depth":23,"text":13347},{"id":305,"depth":23,"text":306},{"id":316,"depth":23,"text":317,"children":13417},[13418,13419,13420],{"id":13374,"depth":33,"text":13375},{"id":13384,"depth":33,"text":13385},{"id":13391,"depth":33,"text":13392},"Open a client's form to read their answers and signature, sign it off as a clinician, fix unsigned answers, and download a PDF.","i-lucide-file-check",[13424,13425,13426,13427,13428,13429,13430],"view form submission","consent form not signed","edit form answers","signed response locked","clinician sign off form","resend intake form","download form pdf",{},22,[10807,10439,1922],{"title":7033,"description":13421},"help\u002Fclients\u002Freview-a-submitted-form","xO8ANKBMcvo53zXVuqQVvWXZKRLLvVT9JpkokwS_3M4",{"id":13438,"title":9797,"audience":7,"body":13439,"category":24,"description":13677,"draft":386,"extension":387,"icon":13678,"keywords":13679,"locale":11,"meta":13686,"navigation":398,"order":13687,"path":9796,"related":13688,"seo":13689,"sourceHash":402,"stem":13690,"translationReviewed":386,"updatedAt":697,"__hash__":13691},"help\u002Fhelp\u002Fcalendar\u002Fbook-multiple-services-in-one-visit.md",{"type":143,"value":13440,"toc":13654},[13441,13444,13448,13495,13498,13502,13515,13521,13524,13528,13531,13535,13538,13593,13597,13600,13604,13613,13620,13622,13629,13631,13635,13640,13644,13647,13651],[146,13442,13443],{},"One appointment can hold several services, such as a facial then a peel. They run back to back as one visit, with one confirmation for the client and one sale at checkout.",[150,13445,13447],{"id":13446},"book-more-than-one-service","Book more than one service",[176,13449,13450,13454,13459,13463,13468,13472,13488,13490],{},[179,13451,13453],{"id":13452},"open-the-service-list","Open the service list",[146,13455,13456,13457,170],{},"In the booking panel, select ",[161,13458,9782],{},[179,13460,13462],{"id":13461},"pick-each-service","Pick each service",[146,13464,13465,13466,170],{},"Select every service the client wants. The bottom of the list counts what you've chosen. Select ",[161,13467,1655],{},[179,13469,13471],{"id":13470},"check-the-order-and-options","Check the order and options",[146,13473,13474,13475,13477,13478,13481,13482,1311,13484,13487],{},"The services are listed under ",[161,13476,1150],{}," in the order they'll run. If a service has options, choose one in ",[161,13479,13480],{},"Pricing option",": the time and price follow the option. Remove a service with its ",[161,13483,1225],{},[161,13485,13486],{},"Add service"," for another.",[179,13489,9847],{"id":9846},[146,13491,13492,13493,170],{},"The total at the bottom adds up the time and price of the whole visit. Select ",[161,13494,2101],{},[146,13496,13497],{},"A visit can hold up to 11 services: the first plus 10 more.",[150,13499,13501],{"id":13500},"book-a-combo","Book a combo",[146,13503,13504,13505,13507,13508,13510,13511,13514],{},"A combo is a set of services sold together for less. In ",[161,13506,9782],{},", combos sit at the top of their category, marked ",[161,13509,440],{},", with the saving and a line such as ",[161,13512,13513],{},"Includes Signature Facial and LED Therapy",". Selecting a combo is one pick: it adds all its services and counts once.",[146,13516,13517,13518,13520],{},"On the booking, the combo's services are grouped under the combo's name with the saving. Each shows ",[161,13519,9905],{}," and how much it takes off, in place of a deal picker, because the combo's saving is what applies. Only combos whose every service is offered at this location are listed.",[146,13522,13523],{},"Selecting one of the combo's services in the list as well adds it again, as a service of its own.",[150,13525,13527],{"id":13526},"how-the-visit-is-timed","How the visit is timed",[146,13529,13530],{},"The first service starts at the time you picked, and each one after it starts when the one before ends. Prices and times are kept as booked, so later changes to your service list don't change an existing appointment.",[150,13532,13534],{"id":13533},"give-a-service-to-another-team-member","Give a service to another team member",[146,13536,13537],{},"Every service is booked with the team member you picked. To have someone else do one of them:",[176,13539,13540,13544,13547,13551,13559,13563,13582,13586],{},[179,13541,13543],{"id":13542},"open-the-appointment","Open the appointment",[146,13545,13546],{},"Select it on the calendar.",[179,13548,13550],{"id":13549},"edit-the-service","Edit the service",[146,13552,1203,13553,1486,13555,13558],{},[161,13554,1150],{},[161,13556,13557],{},"Edit service"," on the line to change.",[179,13560,13562],{"id":13561},"change-it","Change it",[146,13564,7146,13565,13567,13568,490,13571,470,13573,13575,13576,13578,13579,170],{},[161,13566,5098],{},". You can also change the ",[161,13569,13570],{},"Service price",[161,13572,4632],{},[161,13574,9899],{}," here. For a service booked in a combo, ",[161,13577,9899],{}," names the combo and its saving instead, such as ",[161,13580,13581],{},"Bridal Prep combo · $25.45 off",[179,13583,13585],{"id":13584},"apply-and-save","Apply and save",[146,13587,225,13588,7125,13590,13592],{},[161,13589,1166],{},[161,13591,3844],{}," at the bottom of the panel. The change only happens when you save.",[554,13594],{"alt":13595,"height":4148,"src":13596,"width":9862},"The Edit service panel for Hydrafacial on Daniel Pereira's visit: Service, Team member, Service price and Duration fields, the Deal line naming its combo (Bridal Prep combo · $25.45 off), a total, and Remove, Cancel and Apply buttons.","\u002Fhelp\u002Fcalendar\u002Fbook-multiple-services-in-one-visit\u002Fedit-service.webp",[146,13598,13599],{},"A service done by a different team member shows as its own block in their column. You can drag that block on its own.",[150,13601,13603],{"id":13602},"add-a-service-to-a-booked-visit","Add a service to a booked visit",[146,13605,13606,13607,13609,13610,13612],{},"Open the appointment and select ",[161,13608,13486],{},". Any active service can be added, and services set up as good pairings come first. Select ",[161,13611,3844],{},". The payment summary updates straight away.",[2888,13614,13615],{},[146,13616,13617,13618,170],{},"A deposit is worked out once for the whole visit, not per service. See ",[166,13619,10015],{"href":5023},[150,13621,306],{"id":305},[146,13623,13624,13625,13628],{},"The block on the calendar lists each service, and the appointment panel shows each with its time, team member and price. At checkout, every service is on the sale with the person who did it, so commission and ",[166,13626,13627],{"href":1893},"tips"," follow who did what.",[150,13630,317],{"id":316},[179,13632,13634],{"id":13633},"two-services-need-to-happen-at-the-same-time","Two services need to happen at the same time",[146,13636,13637,13638,170],{},"Services in one visit always run one after the other. For two people working at the same time, book the second service as its own appointment. See ",[166,13639,10082],{"href":10081},[179,13641,13643],{"id":13642},"the-services-are-in-the-wrong-order","The services are in the wrong order",[146,13645,13646],{},"Before booking, remove them and add them again in the order you want. The first one sets the start time.",[179,13648,13650],{"id":13649},"an-appointment-needs-at-least-one-service","\"An appointment needs at least one service\"",[146,13652,13653],{},"You tried to remove the only service. Add another first, or cancel the appointment instead.",{"title":359,"searchDepth":23,"depth":23,"links":13655},[13656,13662,13663,13664,13670,13671,13672],{"id":13446,"depth":23,"text":13447,"children":13657},[13658,13659,13660,13661],{"id":13452,"depth":33,"text":13453},{"id":13461,"depth":33,"text":13462},{"id":13470,"depth":33,"text":13471},{"id":9846,"depth":33,"text":9847},{"id":13500,"depth":23,"text":13501},{"id":13526,"depth":23,"text":13527},{"id":13533,"depth":23,"text":13534,"children":13665},[13666,13667,13668,13669],{"id":13542,"depth":33,"text":13543},{"id":13549,"depth":33,"text":13550},{"id":13561,"depth":33,"text":13562},{"id":13584,"depth":33,"text":13585},{"id":13602,"depth":23,"text":13603},{"id":305,"depth":23,"text":306},{"id":316,"depth":23,"text":317,"children":13673},[13674,13675,13676],{"id":13633,"depth":33,"text":13634},{"id":13642,"depth":33,"text":13643},{"id":13649,"depth":33,"text":13650},"Put several services on one appointment, choose pricing options, give a service to a different team member, and add services to a booked visit.","i-lucide-layers",[13680,13681,13682,13683,13684,13685],"book two services together","multiple services one appointment","different provider per service","add service to existing appointment","service pricing options","book a combo",{},25,[1383,1100,1891],{"title":9797,"description":13677},"help\u002Fcalendar\u002Fbook-multiple-services-in-one-visit","c_u-gamzqVGYxW4Co0FRhs3Sbp7HTQlAI6gCl5gk_PA",{"id":13693,"title":13694,"audience":7,"body":13695,"category":44,"description":14257,"draft":386,"extension":387,"icon":14258,"keywords":14259,"locale":11,"meta":14267,"navigation":398,"order":13687,"path":10439,"related":14268,"seo":14269,"sourceHash":402,"stem":14270,"translationReviewed":386,"updatedAt":2935,"__hash__":14271},"help\u002Fhelp\u002Fclients\u002Fbuild-a-form.md","Build a form template",{"type":143,"value":13696,"toc":14232},[13697,13703,13705,13718,13721,13819,13825,13829,13947,13953,13966,13976,13980,13983,13988,13992,13997,14018,14021,14025,14032,14130,14134,14144,14148,14158,14162,14177,14181,14187,14189,14197,14199,14203,14209,14213,14220,14224],[146,13698,13699,13700,13702],{},"Build a form once and send it as often as you like. This page covers building it; ",[166,13701,10417],{"href":10807}," covers sending it.",[150,13704,153],{"id":152},[155,13706,13707,13712],{},[158,13708,13709,13711],{},[161,13710,1421],{}," anyone who can manage forms.",[158,13713,13714,13717],{},[161,13715,13716],{},"Check the starter templates"," first. Starting from one and removing what you don't need is usually quicker than a blank form.",[150,13719,10440],{"id":13720},"build-a-form",[176,13722,13723,13727,13739,13741,13760,13764,13780,13784,13801,13805,13813,13815],{},[179,13724,13726],{"id":13725},"start-a-new-form","Start a new form",[146,13728,1936,13729,1469,13732,13735,13736,170],{},[161,13730,13731],{},"Clients → Forms",[161,13733,13734],{},"New form",". To begin from a ready-made form, select ",[161,13737,13738],{},"Start from a template",[179,13740,11646],{"id":11645},[146,13742,7165,13743,4605,13746,12578,13748,490,13751,470,13754,13757,13758,170],{},[161,13744,13745],{},"Template Name",[161,13747,3484],{},[161,13749,13750],{},"Intake Forms",[161,13752,13753],{},"Consent Forms",[161,13755,13756],{},"Medical History","), and add a short ",[161,13759,4020],{},[179,13761,13763],{"id":13762},"add-fields","Add fields",[146,13765,1203,13766,13769,13770,13773,13774,13777,13778,170],{},[161,13767,13768],{},"Add Fields",", select the field types you need. ",[161,13771,13772],{},"Simple"," shows the everyday types; select ",[161,13775,13776],{},"All fields"," for the rest. Select a field to change its question, options and whether it's ",[161,13779,4799],{},[179,13781,13783],{"id":13782},"choose-the-layout","Choose the layout",[146,13785,1203,13786,1207,13789,13792,13793,13796,13797,13800],{},[161,13787,13788],{},"Form layout",[161,13790,13791],{},"Clinical"," (a document, best for intake and consent), ",[161,13794,13795],{},"Conversational"," (one question at a time, for short surveys of up to 15 fields) or ",[161,13798,13799],{},"Upload PDF"," (your own PDF, with a signature at the bottom).",[179,13802,13804],{"id":13803},"preview-it","Preview it",[146,13806,225,13807,2079,13809,13812],{},[161,13808,7416],{},[161,13810,13811],{},"Fill with sample answers"," shows how it looks filled in.",[179,13814,2019],{"id":2018},[146,13816,225,13817,170],{},[161,13818,3844],{},[554,13820],{"alt":13821,"height":13822,"src":13823,"width":13824},"The New client intake template in the builder: History, Export PDF, Preview, Delete and Save changes at the top; Template Name, Category, Status and Description; the Use as a provider chart switch; and the Clinical, Conversational and Upload PDF layouts.",820,"\u002Fhelp\u002Fclients\u002Fbuild-a-form\u002Fbuilder.webp",1148,[150,13826,13828],{"id":13827},"field-types","Field types",[721,13830,13831,13840],{},[724,13832,13833],{},[727,13834,13835,13837],{},[730,13836,6890],{},[730,13838,13839],{},"Fields",[737,13841,13842,13858,13879,13895,13923],{},[727,13843,13844,13849],{},[742,13845,13846],{},[161,13847,13848],{},"Layout",[742,13850,13851,13853,13854,13857],{},[161,13852,3686],{}," (a heading that splits a long form), ",[161,13855,13856],{},"Paragraph"," (text with no answer, such as instructions)",[727,13859,13860,13865],{},[742,13861,13862],{},[161,13863,13864],{},"Text Inputs",[742,13866,13867,490,13870,490,13873,490,13875,490,13877],{},[161,13868,13869],{},"Text",[161,13871,13872],{},"Long Text",[161,13874,493],{},[161,13876,496],{},[161,13878,8262],{},[727,13880,13881,13886],{},[742,13882,13883],{},[161,13884,13885],{},"Date & Time",[742,13887,13888,490,13890,490,13893],{},[161,13889,5118],{},[161,13891,13892],{},"Time",[161,13894,13885],{},[727,13896,13897,13902],{},[742,13898,13899],{},[161,13900,13901],{},"Selection",[742,13903,13904,13907,13908,13911,13912,13915,13916,13919,13920,13922],{},[161,13905,13906],{},"Checkbox"," (one yes\u002Fno), ",[161,13909,13910],{},"Checkbox Group"," (pick any), ",[161,13913,13914],{},"Radio Buttons"," (pick one, all shown), ",[161,13917,13918],{},"Dropdown"," (pick one from a list), ",[161,13921,11298],{}," (1 to 5 stars)",[727,13924,13925,13930],{},[742,13926,13927],{},[161,13928,13929],{},"Advanced",[742,13931,13932,490,13934,13937,13938,490,13941,490,13944],{},[161,13933,1992],{},[161,13935,13936],{},"Signature"," (drawn or typed), ",[161,13939,13940],{},"Initials",[161,13942,13943],{},"File Upload",[161,13945,13946],{},"Calculated score",[146,13948,13949,13950,13952],{},"Email and phone check what's typed, so you get a usable address. ",[161,13951,13936],{}," is what makes a consent a consent.",[146,13954,13955,13956,1207,13959,470,13961,13963,13964,170],{},"A text, choice or date field can also feed the client's record: under ",[161,13957,13958],{},"Client record",[161,13960,13203],{},[161,13962,13206],{},". Answers then wait for your team to add them to the record. See ",[166,13965,7033],{"href":7032},[2888,13967,13968],{},[146,13969,1986,13970,13972,13973,13975],{},[161,13971,13914],{}," for five options or fewer, so the client sees them all, such as yes, no or unsure. Use a ",[161,13974,13918],{}," for long lists.",[150,13977,13979],{"id":13978},"show-questions-only-when-needed","Show questions only when needed",[146,13981,13982],{},"Any field can appear only when other answers match, for example \"if the client ticked pregnant, show these three questions\". Combine several conditions and choose whether all or any must match. The same rules are checked when the form is submitted.",[598,13984,13985],{},[146,13986,13987],{},"A required field that's hidden by a condition isn't required while it's hidden. You can't require an answer to a question the client never saw, so check your conditions if an answer must always come back.",[150,13989,13991],{"id":13990},"score-a-questionnaire","Score a questionnaire",[146,13993,8228,13994,13996],{},[161,13995,13946],{}," adds up other answers into a total:",[155,13998,13999,14006,14011],{},[158,14000,14001,189,14003,14005],{},[161,14002,13914],{},[161,14004,13918],{}," add the chosen option's score;",[158,14007,14008,14010],{},[161,14009,13910],{}," adds the scores of every option ticked;",[158,14012,14013,189,14015,14017],{},[161,14014,11298],{},[161,14016,8262],{}," add their value.",[146,14019,14020],{},"Then set bands, a label for each range of totals, to turn the score into a signal such as \"low\", \"medium\" or \"high\". The preview scores exactly as a real submission will.",[150,14022,14024],{"id":14023},"form-settings","Form settings",[146,14026,14027,14028,14031],{},"Below the fields, ",[161,14029,14030],{},"Form Settings"," lets you choose:",[721,14033,14034,14042],{},[724,14035,14036],{},[727,14037,14038,14040],{},[730,14039,4168],{},[730,14041,735],{},[737,14043,14044,14054,14064,14077,14087,14097,14107,14117],{},[727,14045,14046,14051],{},[742,14047,14048],{},[161,14049,14050],{},"Expiry (days)",[742,14052,14053],{},"How long a sent link works",[727,14055,14056,14061],{},[742,14057,14058],{},[161,14059,14060],{},"Confirmation Message",[742,14062,14063],{},"What the client sees after submitting",[727,14065,14066,14074],{},[742,14067,14068,189,14071],{},[161,14069,14070],{},"Send Reminders",[161,14072,14073],{},"Reminder Days",[742,14075,14076],{},"Reminds the client before the link expires",[727,14078,14079,14084],{},[742,14080,14081],{},[161,14082,14083],{},"Allow Save Draft",[742,14085,14086],{},"Lets the client save and finish later",[727,14088,14089,14094],{},[742,14090,14091],{},[161,14092,14093],{},"Show Progress",[742,14095,14096],{},"Shows how far through they are",[727,14098,14099,14104],{},[742,14100,14101],{},[161,14102,14103],{},"Require All Signatures",[742,14105,14106],{},"Every signature field must be signed",[727,14108,14109,14114],{},[742,14110,14111],{},[161,14112,14113],{},"Allow Re-Sign",[742,14115,14116],{},"Returning clients review their previous answers and only sign again",[727,14118,14119,14124],{},[742,14120,14121],{},[161,14122,14123],{},"Needs a clinician's sign-off",[742,14125,14126,14127,14129],{},"Completed copies wait on ",[161,14128,312],{}," until a clinician signs them off",[150,14131,14133],{"id":14132},"use-it-as-a-provider-chart","Use it as a provider chart",[146,14135,10700,14136,14139,14140,14143],{},[161,14137,14138],{},"Use as a provider chart"," for a form your team fills in during a visit, such as a treatment record. It's never sent to clients. Providers open it from an appointment with ",[161,14141,14142],{},"Open clinical chart",". Clinical charting must be turned on in Settings.",[150,14145,14147],{"id":14146},"reuse-a-group-of-questions","Reuse a group of questions",[146,14149,14150,14151,14154,14155,170],{},"Save fields you use on many forms, such as a medical history block, with ",[161,14152,14153],{},"Save current fields as group",". Insert them into another form from ",[161,14156,14157],{},"Saved Groups",[150,14159,14161],{"id":14160},"let-ai-draft-it","Let AI draft it",[146,14163,426,14164,1486,14166,14169,14170,14173,14174,170],{},[161,14165,13731],{},[161,14167,14168],{},"Digitize a paper form"," to open Form Studio. Describe the form you need, or attach a photo or PDF of a paper form, and it drafts the fields. Select ",[161,14171,14172],{},"Save Form",", then refine it in the builder. An admin turns Form Studio on under ",[161,14175,14176],{},"Settings → Team & access → Security & AI",[150,14178,14180],{"id":14179},"versions","Versions",[146,14182,14183,14184,14186],{},"Every saved change is kept. Select ",[161,14185,3451],{}," to compare versions or restore an older one. A form already sent keeps the version the client received, so editing a template never changes a completed submission.",[150,14188,306],{"id":305},[146,14190,14191,14192,10726,14194,14196],{},"The form appears under ",[161,14193,13731],{},[161,14195,4956],{},", ready to send. Send it to yourself first to try the whole path: send, complete, sign and, if it's required for a service, check out.",[150,14198,317],{"id":316},[179,14200,14202],{"id":14201},"conversational-says-too-long","Conversational says \"Too long\"",[146,14204,14205,14206,14208],{},"Conversational layout takes up to 15 fields. Use ",[161,14207,13791],{}," for longer forms.",[179,14210,14212],{"id":14211},"i-cant-find-a-field-type","I can't find a field type",[146,14214,225,14215,2079,14217,14219],{},[161,14216,13776],{},[161,14218,13772],{}," hides the advanced types.",[179,14221,14223],{"id":14222},"should-i-delete-a-form-i-no-longer-use","Should I delete a form I no longer use?",[146,14225,14226,14227,3089,14229,14231],{},"Set its ",[161,14228,4922],{},[161,14230,4925],{}," instead. Deleting it can't be undone.",{"title":359,"searchDepth":23,"depth":23,"links":14233},[14234,14235,14243,14244,14245,14246,14247,14248,14249,14250,14251,14252],{"id":152,"depth":23,"text":153},{"id":13720,"depth":23,"text":10440,"children":14236},[14237,14238,14239,14240,14241,14242],{"id":13725,"depth":33,"text":13726},{"id":11645,"depth":33,"text":11646},{"id":13762,"depth":33,"text":13763},{"id":13782,"depth":33,"text":13783},{"id":13803,"depth":33,"text":13804},{"id":2018,"depth":33,"text":2019},{"id":13827,"depth":23,"text":13828},{"id":13978,"depth":23,"text":13979},{"id":13990,"depth":23,"text":13991},{"id":14023,"depth":23,"text":14024},{"id":14132,"depth":23,"text":14133},{"id":14146,"depth":23,"text":14147},{"id":14160,"depth":23,"text":14161},{"id":14179,"depth":23,"text":14180},{"id":305,"depth":23,"text":306},{"id":316,"depth":23,"text":317,"children":14253},[14254,14255,14256],{"id":14201,"depth":33,"text":14202},{"id":14211,"depth":33,"text":14212},{"id":14222,"depth":33,"text":14223},"Build an intake, consent or survey form with the field types, sections, conditions, scores and signatures you need, or have AI draft it.","i-lucide-file-text",[14260,14261,14262,14263,14264,14265,14266],"create a form","consent form template","intake form builder","conditional questions","form signature field","digitize a paper form","provider chart form",{},[10807,7032,5021],{"title":13694,"description":14257},"help\u002Fclients\u002Fbuild-a-form","YnT0Nt5RAuDqzd-Qa5P69QjDRyJh_MHVMC7Brwm_tOI",{"id":14273,"title":9478,"audience":7,"body":14274,"category":104,"description":14657,"draft":386,"extension":387,"icon":12787,"keywords":14658,"locale":11,"meta":14668,"navigation":398,"order":14669,"path":206,"related":14670,"seo":14671,"sourceHash":402,"stem":14672,"translationReviewed":386,"updatedAt":404,"__hash__":14673},"help\u002Fhelp\u002Faccount\u002Fsecure-your-account-with-mfa.md",{"type":143,"value":14275,"toc":14628},[14276,14283,14285,14298,14302,14351,14355,14358,14361,14364,14393,14396,14399,14403,14417,14427,14431,14437,14465,14468,14477,14500,14504,14566,14569,14571,14574,14576,14580,14590,14595,14599,14602,14606,14614,14618,14621,14625],[146,14277,14278,14279,14282],{},"Two-factor authentication asks for a code from an app on your phone when you sign in, so a stolen password alone can't open your business. Turn it on under ",[161,14280,14281],{},"Settings → Just you → Profile",": scan a QR code, confirm a 6-digit code, and save the recovery codes you're shown once.",[150,14284,153],{"id":152},[155,14286,14287,14293],{},[158,14288,14289,14292],{},[161,14290,14291],{},"Install an authenticator app,"," such as Google Authenticator, Authy, 1Password or Microsoft Authenticator.",[158,14294,14295,14297],{},[161,14296,1421],{}," everyone, for their own account.",[150,14299,14301],{"id":14300},"turn-on-two-factor-authentication","Turn on two-factor authentication",[176,14303,14304,14308,14323,14327,14330,14334,14340,14344],{},[179,14305,14307],{"id":14306},"open-your-profile-settings","Open your profile settings",[146,14309,1936,14310,3845,14312,14315,14316,14319,14320,170],{},[161,14311,14281],{},[161,14313,14314],{},"Security",", on the ",[161,14317,14318],{},"Two-factor authentication (2FA)"," row, select ",[161,14321,14322],{},"Enable 2FA",[179,14324,14326],{"id":14325},"scan-the-qr-code","Scan the QR code",[146,14328,14329],{},"Scan it with your authenticator app. Can't scan? Type the setup key shown beside the QR code into the app instead.",[179,14331,14333],{"id":14332},"confirm-with-a-code","Confirm with a code",[146,14335,14336,14337,170],{},"Enter the 6-digit code the app now shows and select ",[161,14338,14339],{},"Verify & Enable",[179,14341,14343],{"id":14342},"save-your-recovery-codes","Save your recovery codes",[146,14345,14346,14347,14350],{},"Owneli immediately generates single-use recovery codes and shows them ",[161,14348,14349],{},"once",". Copy or download them into a password manager. When you close the dialog, they can't be viewed again.",[150,14352,14354],{"id":14353},"what-changes-at-sign-in","What changes at sign-in",[146,14356,14357],{},"After your email and password (or magic link), you're asked for the current 6-digit code from your authenticator app. Enter it and you're in.",[150,14359,350],{"id":14360},"what-if-i-lose-my-phone",[146,14362,14363],{},"Use one of your recovery codes:",[176,14365,14366,14370,14375,14379,14382,14386],{},[179,14367,14369],{"id":14368},"sign-in-as-usual","Sign in as usual",[146,14371,14372,14373,170],{},"Enter your email and password (or use a magic link). When you're asked for the 6-digit code, choose ",[161,14374,345],{},[179,14376,14378],{"id":14377},"enter-a-recovery-code","Enter a recovery code",[146,14380,14381],{},"Type one of your saved codes, with or without the dash. Each code works once.",[179,14383,14385],{"id":14384},"set-two-factor-up-again","Set two-factor up again",[146,14387,14388,14389,14392],{},"The code turns two-factor ",[161,14390,14391],{},"off"," for your account and signs you out of every other device, so a lost phone can't be used to get back in. If your business requires two-factor, you're taken straight to set it up again; otherwise you'll see a reminder to do it. Either way, set it up again and save the new codes.",[146,14394,14395],{},"We email you whenever a recovery code is used. If you didn't use one, change your password and contact your business's administrator.",[146,14397,14398],{},"After five wrong codes you'll need to wait 15 minutes before trying again.",[179,14400,14402],{"id":14401},"lost-your-recovery-codes-too","Lost your recovery codes too?",[155,14404,14405,14411],{},[158,14406,14407,14410],{},[161,14408,14409],{},"Team members:"," ask an admin of your business to reset your two-factor (see below). You can then sign in with your password and set it up again.",[158,14412,14413,14416],{},[161,14414,14415],{},"The business owner:"," nobody inside the business can reset the owner's two-factor. Use a recovery code, or contact Owneli support, who will verify it's really you before doing anything.",[146,14418,14419,14420,14422,14423,14426],{},"From ",[161,14421,14281],{}," you can always see how many codes remain, with a warning when only a few are left, and ",[161,14424,14425],{},"regenerate"," a fresh set. Regenerating invalidates every code from the previous batch.",[150,14428,14430],{"id":14429},"resetting-a-team-members-two-factor","Resetting a team member's two-factor",[146,14432,14433,14434,14436],{},"For someone who has lost their phone ",[161,14435,11143],{}," their recovery codes.",[176,14438,14439,14443,14451,14455],{},[179,14440,14442],{"id":14441},"open-their-profile","Open their profile",[146,14444,1936,14445,14447,14448,2886],{},[161,14446,2419],{},", open the team member, and choose the ",[161,14449,14450],{},"Offboarding",[179,14452,14454],{"id":14453},"reset-two-factor","Reset two-factor",[146,14456,14457,14458,14461,14462,14464],{},"In the ",[161,14459,14460],{},"Two-factor authentication"," card, choose ",[161,14463,14454],{}," and confirm.",[146,14466,14467],{},"This removes their authenticator and recovery codes, signs them out of every device, emails them, and adds an entry to your audit log. It applies to their whole Owneli login, so if they also work for another business, their two-factor is off there too until they set it up again.",[146,14469,14470,14472,14473,14476],{},[161,14471,1421],{}," anyone with permission to manage the team, ",[161,14474,14475],{},"with two-factor turned on for their own account"," and used at this sign-in. You can't reset:",[155,14478,14479,14486,14493],{},[158,14480,14481,14482,14485],{},"the ",[161,14483,14484],{},"owner's"," two-factor (the owner uses a recovery code or contacts Owneli support),",[158,14487,14488,14489,14492],{},"your ",[161,14490,14491],{},"own"," (use a recovery code when you sign in),",[158,14494,14495,14496,14499],{},"someone whose ",[161,14497,14498],{},"role is above yours"," (for example, a manager can't reset an admin).",[150,14501,14503],{"id":14502},"requiring-it-for-the-whole-team","Requiring it for the whole team",[721,14505,14506,14518],{},[724,14507,14508],{},[727,14509,14510,14513,14516],{},[730,14511,14512],{},"Action",[730,14514,14515],{},"Who can do it",[730,14517,11017],{},[737,14519,14520,14530,14540,14555],{},[727,14521,14522,14525,14528],{},[742,14523,14524],{},"Turn it on for yourself",[742,14526,14527],{},"Everyone",[742,14529,14281],{},[727,14531,14532,14535,14538],{},[742,14533,14534],{},"See who has it on",[742,14536,14537],{},"Admins",[742,14539,14176],{},[727,14541,14542,14548,14553],{},[742,14543,14544,14547],{},[161,14545,14546],{},"Require"," it for everyone",[742,14549,14550],{},[161,14551,14552],{},"Owner only",[742,14554,14176],{},[727,14556,14557,14560,14563],{},[742,14558,14559],{},"Reset a team member's two-factor",[742,14561,14562],{},"People who manage the team (not the owner's, not your own)",[742,14564,14565],{},"Team → member → Offboarding",[146,14567,14568],{},"Once enforced, everyone is prompted to enrol at sign-in. Admins can use the roster to chase stragglers before flipping enforcement on.",[150,14570,306],{"id":305},[146,14572,14573],{},"The two-factor row shows it's on, and the next time you sign in you're asked for a code from your app.",[150,14575,317],{"id":316},[179,14577,14579],{"id":14578},"why-am-i-asked-to-set-up-two-factor-after-signing-in","Why am I asked to set up two-factor after signing in?",[146,14581,14582,14583,14585,14586,14589],{},"Owners and admins who have not enrolled may see an optional setup reminder. ",[161,14584,6131],{}," pauses that reminder for seven days for your account in this browser. ",[161,14587,14588],{},"Don't remind me"," dismisses the optional reminder for that account in this browser. Clearing browser storage or using a different device can make it appear again.",[146,14591,14592,14593,170],{},"These choices do not disable two-factor authentication or override your business's requirement to use it. You can still turn it on at any time in ",[161,14594,14281],{},[179,14596,14598],{"id":14597},"which-authenticator-apps-work","Which authenticator apps work?",[146,14600,14601],{},"Any app that makes six-digit codes (TOTP), such as Google Authenticator, Authy, 1Password or Microsoft Authenticator.",[179,14603,14605],{"id":14604},"how-do-i-turn-two-factor-off","How do I turn two-factor off?",[146,14607,1203,14608,1486,14610,14613],{},[161,14609,14281],{},[161,14611,14612],{},"Disable 2FA"," on the two-factor row. If your business requires it, expect to be prompted to enrol again.",[179,14615,14617],{"id":14616},"are-recovery-codes-shown-again-later","Are recovery codes shown again later?",[146,14619,14620],{},"No. They're displayed exactly once when generated. If you didn't save them, regenerate a new set; the old ones stop working.",[179,14622,14624],{"id":14623},"can-owneli-support-turn-off-my-two-factor","Can Owneli support turn off my two-factor?",[146,14626,14627],{},"Only after verifying it's really you, which includes calling you back on the details we already hold, and never on the first call. Owneli support will never ask for your password, a sign-in code or a recovery code.",{"title":359,"searchDepth":23,"depth":23,"links":14629},[14630,14631,14637,14638,14644,14648,14649,14650],{"id":152,"depth":23,"text":153},{"id":14300,"depth":23,"text":14301,"children":14632},[14633,14634,14635,14636],{"id":14306,"depth":33,"text":14307},{"id":14325,"depth":33,"text":14326},{"id":14332,"depth":33,"text":14333},{"id":14342,"depth":33,"text":14343},{"id":14353,"depth":23,"text":14354},{"id":14360,"depth":23,"text":350,"children":14639},[14640,14641,14642,14643],{"id":14368,"depth":33,"text":14369},{"id":14377,"depth":33,"text":14378},{"id":14384,"depth":33,"text":14385},{"id":14401,"depth":33,"text":14402},{"id":14429,"depth":23,"text":14430,"children":14645},[14646,14647],{"id":14441,"depth":33,"text":14442},{"id":14453,"depth":33,"text":14454},{"id":14502,"depth":23,"text":14503},{"id":305,"depth":23,"text":306},{"id":316,"depth":23,"text":317,"children":14651},[14652,14653,14654,14655,14656],{"id":14578,"depth":33,"text":14579},{"id":14597,"depth":33,"text":14598},{"id":14604,"depth":33,"text":14605},{"id":14616,"depth":33,"text":14617},{"id":14623,"depth":33,"text":14624},"How to set up two-factor authentication (2FA) in Owneli with an authenticator app, save recovery codes, and get back in if you lose your phone.",[14659,14660,14661,14662,14663,14664,14665,14666,14667],"two factor authentication","set up 2fa","mfa setup","authenticator app","recovery codes","lost my phone 2fa","locked out of 2fa","use a recovery code","reset a team member's two-factor",{},30,[399,5455],{"title":9478,"description":14657},"help\u002Faccount\u002Fsecure-your-account-with-mfa","hlYvDgQPW1IhZ3yoL-YICPqbIqYIyj-MBtM2KvJE9gM",{"id":14675,"title":14676,"audience":120,"body":14677,"category":125,"description":14905,"draft":386,"extension":387,"icon":14906,"keywords":14907,"locale":11,"meta":14914,"navigation":398,"order":14669,"path":590,"related":14915,"seo":14916,"sourceHash":402,"stem":14917,"translationReviewed":386,"updatedAt":5027,"__hash__":14918},"help\u002Fhelp\u002Fbook-online\u002Fmanage-your-booking.md","Reschedule or cancel your appointment from the link",{"type":143,"value":14678,"toc":14881},[14679,14682,14684,14698,14702,14706,14754,14758,14761,14765,14804,14808,14811,14814,14832,14836,14839,14842,14844,14847,14849,14853,14856,14860,14863,14867,14874,14878],[146,14680,14681],{},"Your booking confirmation has a private link to your appointment. Open it to see the details, then move or cancel your visit. If cancelling would cost anything, you see the amount before you confirm.",[150,14683,153],{"id":152},[155,14685,14686,14692],{},[158,14687,14688,14691],{},[161,14689,14690],{},"You need the link"," from your confirmation email or text. Lost it? Ask the business to send it again, or sign in to your account with them.",[158,14693,14694,14697],{},[161,14695,14696],{},"To make changes, you confirm it's you"," by signing in with the email you booked with. It takes a moment, needs no password, and sets up your account if you don't have one.",[554,14699],{"alt":14700,"frame":544,"height":545,"src":14701,"width":549},"An appointment opened from its private link on a phone: the date and time, the location, the service, who it's booked for and with whom, and the client's note.","\u002Fhelp\u002Fbook-online\u002Fmanage-your-booking\u002Fbooking.webp",[150,14703,14705],{"id":14704},"reschedule","Reschedule",[176,14707,14708,14712,14719,14723,14732,14736,14745,14747],{},[179,14709,14711],{"id":14710},"open-your-appointment","Open your appointment",[146,14713,14714,14715,14718],{},"Tap the link in your confirmation. If you're asked, tap ",[161,14716,14717],{},"Continue with email"," and follow the sign-in email.",[179,14720,14722],{"id":14721},"tap-reschedule","Tap Reschedule",[146,14724,14725,14728,14729,170],{},[161,14726,14727],{},"Pick a new time"," opens with a row of days. If a day has no times, tap ",[161,14730,14731],{},"Find next available",[179,14733,14735],{"id":14734},"choose-a-time","Choose a time",[146,14737,14738,14739,14741,14742,14744],{},"Tap a day, then a time. Nothing changes yet. Some times show ",[161,14740,469],{}," (costs more) or ",[161,14743,473],{}," (costs less).",[179,14746,519],{"id":518},[146,14748,14749,14750,14753],{},"Check the new day and time, and the new price if it changes, then tap ",[161,14751,14752],{},"Confirm new time",". Your appointment moves; it isn't cancelled and rebooked.",[554,14755],{"alt":14756,"frame":544,"height":545,"src":14757,"width":549},"The Pick a new time sheet on a phone: a row of days, a message that the chosen day has no times, and a Find next available button.","\u002Fhelp\u002Fbook-online\u002Fmanage-your-booking\u002Freschedule.webp",[146,14759,14760],{},"If the new time costs more, the difference is added to what you pay at your visit. Nothing is charged when you reschedule. A cheaper time lowers it.",[150,14762,14764],{"id":14763},"cancel","Cancel",[176,14766,14767,14771,14777,14781,14784,14788,14793,14796],{},[179,14768,14770],{"id":14769},"tap-cancel-booking","Tap Cancel booking",[146,14772,14773,14774,170],{},"On your appointment, tap ",[161,14775,14776],{},"Cancel booking",[179,14778,14780],{"id":14779},"check-what-it-costs","Check what it costs",[146,14782,14783],{},"If a fee applies, the sheet says so, such as \"A $40 cancellation fee applies\". If you paid a deposit, it says what happens to it.",[179,14785,14787],{"id":14786},"add-a-reason-if-you-like","Add a reason if you like",[146,14789,14790,14792],{},[161,14791,5321],{}," helps the business, but you can leave it blank.",[179,14794,519],{"id":14795},"confirm-1",[146,14797,522,14798,263,14800,14803],{},[161,14799,14776],{},[161,14801,14802],{},"Keep booking"," if you've changed your mind. Cancelling can't be undone.",[554,14805],{"alt":14806,"frame":544,"height":545,"src":14807,"width":549},"The Cancel booking sheet on a phone: an optional Reason box, and Keep booking and Cancel booking buttons.","\u002Fhelp\u002Fbook-online\u002Fmanage-your-booking\u002Fcancel.webp",[146,14809,14810],{},"Each business sets its own cancellation policy, and this screen shows theirs.",[150,14812,533],{"id":14813},"secure-your-booking",[146,14815,14816,14817,14819,14820,14822,14823,5245,14826,14829,14830],{},"If the business needs a card or a deposit and you haven't added one yet, your appointment says ",[161,14818,533],{},". Tap ",[161,14821,9607],{}," and the deposit amount (such as ",[161,14824,14825],{},"Pay $40.00 deposit",[161,14827,14828],{},"Add card & confirm",", and enter your card on the secure form. The business never sees the number. See ",[166,14831,641],{"href":640},[150,14833,14835],{"id":14834},"reply-to-the-reminder-instead","Reply to the reminder instead",[146,14837,14838],{},"If your reminder text ends with a line like \"Reply 1 to confirm, 2 to cancel\", you can answer it instead of opening the link. Reply with the confirm word and your appointment is confirmed. Reply with the cancel word and it's cancelled under the business's cancellation policy, with a text back saying what happened. Only a reply that is exactly the word counts.",[146,14840,14841],{},"Cancelling by text is only possible while it's free. If a fee or a kept deposit would apply, nothing is cancelled and the reply gives the amount and the link so you can decide. A reply to an older reminder for a time that has since changed does nothing, and neither does a reply once the appointment has started.",[150,14843,306],{"id":305},[146,14845,14846],{},"Your appointment shows the new time, or that it's cancelled, and you get a confirmation by email.",[150,14848,317],{"id":316},[179,14850,14852],{"id":14851},"changes-within-of-your-visit-are-by-phone","\"Changes within … of your visit are by phone\"",[146,14854,14855],{},"You're too close to your appointment to change it online. The business sets how close. Call them on the number shown, or, if the business shows no number here, contact them the way you usually do.",[179,14857,14859],{"id":14858},"this-private-link-has-expired","\"This private link has expired\"",[146,14861,14862],{},"Sign in to your account with the business to see your visits, or ask them for a new link.",[179,14864,14866],{"id":14865},"this-appointment-is-not-linked-to-your-current-account","\"This appointment is not linked to your current account\"",[146,14868,14869,14870,14873],{},"You're signed in with a different email. Tap ",[161,14871,14872],{},"Use booking email"," and sign in with the email you booked with.",[179,14875,14877],{"id":14876},"the-time-i-picked-was-taken","The time I picked was taken",[146,14879,14880],{},"Someone booked it a moment before you. Pick another time.",{"title":359,"searchDepth":23,"depth":23,"links":14882},[14883,14884,14890,14896,14897,14898,14899],{"id":152,"depth":23,"text":153},{"id":14704,"depth":23,"text":14705,"children":14885},[14886,14887,14888,14889],{"id":14710,"depth":33,"text":14711},{"id":14721,"depth":33,"text":14722},{"id":14734,"depth":33,"text":14735},{"id":518,"depth":33,"text":519},{"id":14763,"depth":23,"text":14764,"children":14891},[14892,14893,14894,14895],{"id":14769,"depth":33,"text":14770},{"id":14779,"depth":33,"text":14780},{"id":14786,"depth":33,"text":14787},{"id":14795,"depth":33,"text":519},{"id":14813,"depth":23,"text":533},{"id":14834,"depth":23,"text":14835},{"id":305,"depth":23,"text":306},{"id":316,"depth":23,"text":317,"children":14900},[14901,14902,14903,14904],{"id":14851,"depth":33,"text":14852},{"id":14858,"depth":33,"text":14859},{"id":14865,"depth":33,"text":14866},{"id":14876,"depth":33,"text":14877},"Use the private link in your booking confirmation to see your appointment, then reschedule, cancel or secure it, with any fee shown before you confirm.","i-lucide-calendar-cog",[14908,14909,14910,14911,14912,14913],"reschedule my appointment online","cancel my booking","change my appointment time","booking confirmation link","cancellation fee appointment","manage my booking",{},[693,640,3719],{"title":14676,"description":14905},"help\u002Fbook-online\u002Fmanage-your-booking","jvhjgfoH2HpnVKIZyAaKpG9nCyfCvyPJpH5llOO-97Y",{"id":14920,"title":14921,"audience":7,"body":14922,"category":24,"description":15328,"draft":386,"extension":387,"icon":15329,"keywords":15330,"locale":11,"meta":15337,"navigation":398,"order":14669,"path":15338,"related":15339,"seo":15341,"sourceHash":402,"stem":15342,"translationReviewed":386,"updatedAt":5027,"__hash__":15343},"help\u002Fhelp\u002Fcalendar\u002Freschedule-cancel-and-no-shows.md","Reschedule, cancel, and mark a no-show",{"type":143,"value":14923,"toc":15293},[14924,14927,14929,14944,14946,15002,15013,15015,15104,15111,15115,15153,15157,15163,15170,15190,15195,15199,15208,15212,15215,15221,15223,15253,15255,15259,15262,15266,15269,15273,15276,15280,15286,15290],[146,14925,14926],{},"Every change to a booking starts from the appointment. Moving it keeps it as the same appointment, so the client's history stays in one piece instead of a cancellation plus a new booking.",[150,14928,153],{"id":152},[155,14930,14931,14936],{},[158,14932,14933,14935],{},[161,14934,1421],{}," anyone who can manage appointments. Staff can only change their own calendar unless their role allows more.",[158,14937,14938,14941,14942,170],{},[161,14939,14940],{},"Fees"," can only be charged when a card was captured for the booking. See ",[166,14943,10015],{"href":5023},[150,14945,14705],{"id":14704},[176,14947,14948,14950,14956,14960,14977,14981,14984,14988,14991,14993],{},[179,14949,13543],{"id":13542},[146,14951,14952,14953,14955],{},"Select it on the calendar, then the ",[161,14954,1855],{}," at the bottom of the panel.",[179,14957,14959],{"id":14958},"choose-how-to-pick-the-new-time","Choose how to pick the new time",[146,14961,14962,14964,14965,14968,14969,490,14972,189,14974,14976],{},[161,14963,14705],{}," lets you select a new slot on the calendar: a bar at the top shows what you're moving and lets you change day. ",[161,14966,14967],{},"Reschedule by date…"," lets you choose a ",[161,14970,14971],{},"New date",[161,14973,7608],{},[161,14975,5098],{}," from a form instead.",[179,14978,14980],{"id":14979},"check-the-new-time","Check the new time",[146,14982,14983],{},"Owneli checks the slot. If it's outside the team member's shift, tick to book it anyway.",[179,14985,14987],{"id":14986},"decide-whether-to-tell-the-client","Decide whether to tell the client",[146,14989,14990],{},"The box to notify the client is ticked, so they're sent the new time. Untick it if you've already told them.",[179,14992,519],{"id":518},[146,14994,225,14995,14998,14999,15001],{},[161,14996,14997],{},"Update"," (or ",[161,15000,14705],{},", if you used the form).",[146,15003,15004,15005,15009,15010,15012],{},"You can also drag the block to a new time or another team member's column. See ",[166,15006,15008],{"href":15007},"\u002Fhelp\u002Fcalendar\u002Fdrag-resize-and-rebook-from-the-grid","Drag, resize and rebook from the grid",". After a move, ",[161,15011,2212],{}," puts it back.",[150,15014,14764],{"id":14763},[176,15016,15017,15020,15029,15033,15055,15059,15076,15080,15087,15090,15096,15099],{},[179,15018,13543],{"id":15019},"open-the-appointment-1",[146,15021,15022,15023,15026,15027,170],{},"Select it on the calendar, select its status at the top (such as ",[161,15024,15025],{},"Booked","), and choose ",[161,15028,1070],{},[179,15030,15032],{"id":15031},"give-a-reason","Give a reason",[146,15034,15035,15036,1083,15038,470,15041,15044,15045,15047,15048,15050,15051,15054],{},"Choose a ",[161,15037,7168],{},[161,15039,15040],{},"Client cancelled",[161,15042,15043],{},"Booked by mistake",", and add a ",[161,15046,13250],{}," if it helps. Both are optional, but a reason lets ",[161,15049,2463],{}," count cancellations by reason. Your business's list is under ",[161,15052,15053],{},"Settings → Booking → Cancellation reasons",", where you can add, rename, reorder and archive reasons. When a client cancels online, or a party is cancelled, Owneli records the reason itself.",[179,15056,15058],{"id":15057},"decide-about-the-deposit","Decide about the deposit",[146,15060,15061,15062,2079,15065,15068,15069,470,15072,15075],{},"If the client paid a deposit, choose under ",[161,15063,15064],{},"What happens to the deposit",[161,15066,15067],{},"Follow the policy"," shows what the policy keeps and refunds. ",[161,15070,15071],{},"Refund all",[161,15073,15074],{},"Keep all"," needs a reason.",[179,15077,15079],{"id":15078},"decide-about-the-fee","Decide about the fee",[146,15081,15082,15083,15086],{},"If the cancellation is inside your policy's window, you can tick ",[161,15084,15085],{},"Charge $X cancellation fee to the card on file",". It's off until you tick it.",[179,15088,14987],{"id":15089},"decide-whether-to-tell-the-client-1",[146,15091,15092,15095],{},[161,15093,15094],{},"Let the client know"," is ticked by default. If a fee is charged, the client is always told.",[179,15097,4439],{"id":15098},"cancel-it",[146,15100,225,15101,170],{},[161,15102,15103],{},"Cancel appointment",[146,15105,15106,15107,15110],{},"For a repeating appointment, tick ",[161,15108,15109],{},"Cancel every upcoming visit in this series"," to cancel the rest of the series too.",[150,15112,15114],{"id":15113},"mark-a-no-show","Mark a no-show",[176,15116,15117,15121,15126,15130,15137,15140,15145,15147],{},[179,15118,15120],{"id":15119},"choose-no-show","Choose No-show",[146,15122,15123,15124,170],{},"Open the appointment, select its status and choose ",[161,15125,1074],{},[179,15127,15129],{"id":15128},"decide-about-the-deposit-and-fee","Decide about the deposit and fee",[146,15131,15132,15133,15136],{},"As with a cancellation, choose what happens to any deposit, and tick ",[161,15134,15135],{},"Charge $X no-show fee to the card on file"," if you want to charge it.",[179,15138,14987],{"id":15139},"decide-whether-to-tell-the-client-2",[146,15141,15142,15144],{},[161,15143,15094],{}," is off by default for a no-show, since they already know. It's always sent if they were charged.",[179,15146,519],{"id":14795},[146,15148,225,15149,15152],{},[161,15150,15151],{},"Mark no-show",". The slot is freed and the no-show is recorded on the client.",[150,15154,15156],{"id":15155},"undo-a-cancel-or-no-show","Undo a cancel or no-show",[146,15158,15159,15160,15162],{},"Right after you cancel or mark a no-show, a message offers ",[161,15161,2212],{}," for 30 seconds. It puts the appointment back on the calendar, unless someone has booked the slot since. A booking that was confirmed comes back confirmed.",[146,15164,15165,15166,15169],{},"If you charged a cancellation or no-show fee, Undo asks ",[161,15167,15168],{},"Refund the $X fee too?"," first, because the booking can't come back while the client is still paying for missing it:",[155,15171,15172,15185],{},[158,15173,15174,15177,15178,189,15181,15184],{},[161,15175,15176],{},"Refund and undo"," sends the fee back to the client's card and restores the booking in one step. You see ",[161,15179,15180],{},"Appointment restored",[161,15182,15183],{},"$X fee refunded",". If the refund doesn't go through, the booking stays cancelled or a no-show.",[158,15186,15187,15189],{},[161,15188,6131],{}," leaves everything as it is, fee included.",[146,15191,15192,15193,170],{},"Refunding the fee needs permission to issue refunds. You can also refund the fee from the sale first, then undo. A fee the client has disputed with their bank can't be refunded while the bank reviews it, so the booking stays as it is. See ",[166,15194,6232],{"href":6231},[150,15196,15198],{"id":15197},"fill-the-gap","Fill the gap",[146,15200,15201,15202,15205,15206,170],{},"After a cancellation, Owneli looks at your waitlist. If someone is waiting for that kind of slot, a message names them, with ",[161,15203,15204],{},"Notify them"," to tell them a spot has opened. See ",[166,15207,1094],{"href":1093},[150,15209,15211],{"id":15210},"cancelled-by-text-reply","Cancelled by text reply",[146,15213,15214],{},"A client can also cancel by answering their reminder text with your cancel phrase. The cancellation then follows the same rules as the manage link: your online cutoff, and whether online cancelling is allowed. One difference: a text cancel never takes money. If cancelling at that moment would cost the client anything, a late fee or a kept deposit, nothing is cancelled and the reply gives the amount, the link and your phone number instead.",[146,15216,15217,15218,15220],{},"A visit cancelled this way shows the reason ",[161,15219,15211],{}," and its activity reads the same, so Reports tell text cancels from link cancels. Because it was only allowed while it was free, no cancellation fee can be charged for it afterwards, not by the deposit settlement and not by hand.",[150,15222,306],{"id":305},[155,15224,15225,15231,15237,15243],{},[158,15226,15227,15228,15230],{},"The block moves, or shows as cancelled or a no-show. Cancelled appointments are hidden unless ",[161,15229,997],{}," is on.",[158,15232,15233,15234,15236],{},"A message confirms what happened, such as ",[161,15235,1070],{}," with any fee and deposit decision.",[158,15238,15239,15242],{},[161,15240,15241],{},"⋮ → View activity"," on the appointment lists the change and who made it.",[158,15244,15245,15248,15249,15252],{},[161,15246,15247],{},"Reports → Cancellations & no-shows"," shows rates by client, service and team member. ",[161,15250,15251],{},"Reports → Cancellation & no-show fees"," lists every fee charged.",[150,15254,317],{"id":316},[179,15256,15258],{"id":15257},"slot-taken","\"Slot taken\"",[146,15260,15261],{},"Someone booked that time first. Pick another slot.",[179,15263,15265],{"id":15264},"the-fee-option-isnt-there","The fee option isn't there",[146,15267,15268],{},"The booking has no card captured, the cancellation is outside the policy window, or no fee is set.",[179,15270,15272],{"id":15271},"that-slot-was-taken-so-it-cant-be-restored","\"That slot was taken, so it can't be restored\"",[146,15274,15275],{},"Undo couldn't put the appointment back because the time was booked again. Book the client into a new time.",[179,15277,15279],{"id":15278},"a-fee-was-charged-for-this-booking","\"A fee was charged for this booking\"",[146,15281,15282,15283,15285],{},"The booking still holds its fee, so it can't be restored on its own. Undo again and choose ",[161,15284,15176],{},", or refund the fee from the sale, then undo.",[179,15287,15289],{"id":15288},"the-client-wasnt-told-about-the-change","The client wasn't told about the change",[146,15291,15292],{},"The message says when the client couldn't be notified, for example because they have no email on file or have turned notifications off.",{"title":359,"searchDepth":23,"depth":23,"links":15294},[15295,15296,15303,15311,15317,15318,15319,15320,15321],{"id":152,"depth":23,"text":153},{"id":14704,"depth":23,"text":14705,"children":15297},[15298,15299,15300,15301,15302],{"id":13542,"depth":33,"text":13543},{"id":14958,"depth":33,"text":14959},{"id":14979,"depth":33,"text":14980},{"id":14986,"depth":33,"text":14987},{"id":518,"depth":33,"text":519},{"id":14763,"depth":23,"text":14764,"children":15304},[15305,15306,15307,15308,15309,15310],{"id":15019,"depth":33,"text":13543},{"id":15031,"depth":33,"text":15032},{"id":15057,"depth":33,"text":15058},{"id":15078,"depth":33,"text":15079},{"id":15089,"depth":33,"text":14987},{"id":15098,"depth":33,"text":4439},{"id":15113,"depth":23,"text":15114,"children":15312},[15313,15314,15315,15316],{"id":15119,"depth":33,"text":15120},{"id":15128,"depth":33,"text":15129},{"id":15139,"depth":33,"text":14987},{"id":14795,"depth":33,"text":519},{"id":15155,"depth":23,"text":15156},{"id":15197,"depth":23,"text":15198},{"id":15210,"depth":23,"text":15211},{"id":305,"depth":23,"text":306},{"id":316,"depth":23,"text":317,"children":15322},[15323,15324,15325,15326,15327],{"id":15257,"depth":33,"text":15258},{"id":15264,"depth":33,"text":15265},{"id":15271,"depth":33,"text":15272},{"id":15278,"depth":33,"text":15279},{"id":15288,"depth":33,"text":15289},"Move a booking to a new time, cancel it cleanly, decide what happens to a deposit, and choose whether to charge a fee.","i-lucide-calendar-x",[15331,15332,15333,15334,15335,15336],"reschedule appointment","move appointment to another day","cancel appointment","mark no-show","undo cancel","cancel recurring appointments",{},"\u002Fhelp\u002Fcalendar\u002Freschedule-cancel-and-no-shows",[15007,5023,15340],"\u002Fhelp\u002Fcalendar\u002Fchoose-what-the-client-is-told",{"title":14921,"description":15328},"help\u002Fcalendar\u002Freschedule-cancel-and-no-shows","-FslvPvqxLqE__LPC7ddFAlVZI5PF5hAHctpFC9uS00",{"id":15345,"title":10015,"audience":7,"body":15346,"category":34,"description":15784,"draft":386,"extension":387,"icon":12787,"keywords":15785,"locale":11,"meta":15792,"navigation":398,"order":14669,"path":5023,"related":15793,"seo":15794,"sourceHash":402,"stem":15795,"translationReviewed":386,"updatedAt":2935,"__hash__":15796},"help\u002Fhelp\u002Fcheckout\u002Fdeposits-and-cancellation-fees.md",{"type":143,"value":15347,"toc":15755},[15348,15351,15353,15379,15383,15437,15443,15447,15458,15462,15526,15529,15533,15541,15557,15561,15611,15615,15646,15652,15656,15670,15674,15677,15679,15703,15705,15709,15712,15716,15733,15737,15742,15746],[146,15349,15350],{},"Your payment policy decides what a client commits to when they book: nothing, a card on file, or a deposit. It also decides what a late cancellation or a no-show costs. This article covers what happens day to day: at booking, at checkout, and when you charge a fee.",[150,15352,153],{"id":152},[155,15354,15355,15363,15373],{},[158,15356,15357,15360,15361,170],{},[161,15358,15359],{},"Card payments"," must be connected. See ",[166,15362,1450],{"href":1449},[158,15364,15365,1473,15368,4867,15371,170],{},[161,15366,15367],{},"An admin sets the policy",[161,15369,15370],{},"Settings → Payments & selling → Payment policy",[166,15372,4871],{"href":4870},[158,15374,15375,15378],{},[161,15376,15377],{},"Charging a fee"," needs a card captured for that booking, by a deposit or a card on file.",[150,15380,15382],{"id":15381},"the-three-choices","The three choices",[721,15384,15385,15398],{},[724,15386,15387],{},[727,15388,15389,15392,15395],{},[730,15390,15391],{},"Policy",[730,15393,15394],{},"At booking",[730,15396,15397],{},"Can you charge a fee later?",[737,15399,15400,15413,15425],{},[727,15401,15402,15407,15410],{},[742,15403,15404],{},[161,15405,15406],{},"No policy",[742,15408,15409],{},"Nothing is asked for",[742,15411,15412],{},"No, there's no card to charge",[727,15414,15415,15419,15422],{},[742,15416,15417],{},[161,15418,1683],{},[742,15420,15421],{},"The client adds a card. Nothing is charged.",[742,15423,15424],{},"Yes",[727,15426,15427,15432,15435],{},[742,15428,15429],{},[161,15430,15431],{},"Deposit",[742,15433,15434],{},"The client pays a deposit",[742,15436,15424],{},[554,15438],{"alt":15439,"height":15440,"src":15441,"width":15442},"The When clients book section of Payment policy: three choices side by side, No policy, Deposit and Card on file (selected), each with one line explaining it, and Learn more.",137,"\u002Fhelp\u002Fcheckout\u002Fdeposits-and-cancellation-fees\u002Fchoices.webp",728,[150,15444,15446],{"id":15445},"how-big-the-deposit-is","How big the deposit is",[155,15448,15449,15452,15455],{},[158,15450,15451],{},"A deposit is a percentage of the visit or a fixed amount. It's never more than the service price.",[158,15453,15454],{},"On a visit with several services, one deposit is worked out for all of them together. A fixed $25 deposit is $25 for the visit, not $25 per service.",[158,15456,15457],{},"A service with its own deposit adds that deposit on top.",[150,15459,15461],{"id":15460},"when-the-policy-applies","When the policy applies",[721,15463,15464,15472],{},[724,15465,15466],{},[727,15467,15468,15470],{},[730,15469,4168],{},[730,15471,735],{},[737,15473,15474,15484,15494,15507,15518],{},[727,15475,15476,15481],{},[742,15477,15478],{},[161,15479,15480],{},"Only for visits over",[742,15482,15483],{},"Below this amount, nothing is asked for. Leave it at 0 to apply to every booking.",[727,15485,15486,15491],{},[742,15487,15488],{},[161,15489,15490],{},"Require a deposit for large bookings",[742,15492,15493],{},"A booking at or over a total, or a visit longer than a number of hours, takes a deposit even when the policy only asks for a card.",[727,15495,15496,15501],{},[742,15497,15498,15499],{},"A service's own ",[161,15500,4811],{},[742,15502,15503,15504,15506],{},"Set in the service's ",[161,15505,2439],{}," section. It overrides the location's policy for any appointment that includes it, at any price.",[727,15508,15509,15512],{},[742,15510,15511],{},"A location's own policy",[742,15513,1203,15514,15517],{},[161,15515,15516],{},"Each location",", a location can use its own policy in full instead of the business one.",[727,15519,15520,15523],{},[742,15521,15522],{},"One booking",[742,15524,15525],{},"Staff booking from the calendar can change what this client must do for this appointment.",[146,15527,15528],{},"When the services on one visit disagree, the strictest wins: a deposit beats a card, and a card beats nothing.",[150,15530,15532],{"id":15531},"at-checkout","At checkout",[146,15534,15535,15536,15538,15539,170],{},"The deposit already shows as ",[161,15537,1512],{}," and comes off what the client owes. Take the rest as usual. See ",[166,15540,1389],{"href":1891},[146,15542,15543,15544,3845,15547,1207,15550,470,15553,15556],{},"If the bill ends up smaller than the deposit, for example after a discount, the cart shows ",[161,15545,15546],{},"Deposit is $X more than this bill",[161,15548,15549],{},"Where the unused deposit goes",[161,15551,15552],{},"Refund to card",[161,15554,15555],{},"Keep as credit",". It happens when you complete the sale.",[150,15558,15560],{"id":15559},"charge-a-late-cancellation-fee","Charge a late-cancellation fee",[176,15562,15563,15565,15573,15575,15581,15583,15595,15599,15604,15606],{},[179,15564,13543],{"id":13542},[146,15566,15567,15568,15570,15571,170],{},"On the calendar, open the appointment. Select its status (such as ",[161,15569,15025],{},") and choose ",[161,15572,1070],{},[179,15574,15032],{"id":15031},[146,15576,15577,15578],{},"Answer ",[161,15579,15580],{},"Why are you cancelling?",[179,15582,15058],{"id":15057},[146,15584,15061,15585,2079,15587,15589,15590,470,15592,15594],{},[161,15586,15064],{},[161,15588,15067],{}," shows what the policy keeps and refunds. Choosing ",[161,15591,15071],{},[161,15593,15074],{}," instead needs a reason, which goes in the booking's activity log.",[179,15596,15598],{"id":15597},"charge-the-fee","Charge the fee",[146,15600,11373,15601,15603],{},[161,15602,15085],{},". It's off until you tick it, so you can let a regular off. It only appears when the cancellation falls inside the policy's window.",[179,15605,519],{"id":518},[146,15607,225,15608,15610],{},[161,15609,15103],{},". When money is taken, the client is always told.",[150,15612,15614],{"id":15613},"charge-a-no-show-fee","Charge a no-show fee",[176,15616,15617,15621,15625,15628,15633,15636,15640,15642],{},[179,15618,15620],{"id":15619},"mark-the-no-show","Mark the no-show",[146,15622,15123,15623,170],{},[161,15624,1074],{},[179,15626,15058],{"id":15627},"decide-about-the-deposit-1",[146,15629,15630,15631,170],{},"As with a cancellation, choose under ",[161,15632,15064],{},[179,15634,15598],{"id":15635},"charge-the-fee-1",[146,15637,11373,15638,170],{},[161,15639,15135],{},[179,15641,519],{"id":14795},[146,15643,225,15644,15152],{},[161,15645,15151],{},[146,15647,15648,15649,170],{},"If the deposit doesn't cover the whole fee, the box reads ",[161,15650,15651],{},"Charge the remaining $X to the card on file",[150,15653,15655],{"id":15654},"when-the-client-cancels-themselves","When the client cancels themselves",[155,15657,15658,15664],{},[158,15659,15660,15663],{},[161,15661,15662],{},"Outside the window:"," free. A deposit is refunded in full.",[158,15665,15666,15669],{},[161,15667,15668],{},"Inside the window:"," online, they're asked to pay the cancellation fee. Rescheduling inside the window is blocked rather than charged.",[150,15671,15673],{"id":15672},"what-the-client-is-told","What the client is told",[146,15675,15676],{},"At booking, the client sees the terms in plain words: the deposit, the free-cancellation window and the fees, in dollars. The same terms are on their booking page. Each booking keeps the terms it was made under, so changing the policy only affects new bookings.",[150,15678,306],{"id":305},[155,15680,15681,15686,15689],{},[158,15682,15233,15683,170],{},[161,15684,15685],{},"Cancellation fee charged: $40",[158,15687,15688],{},"The fee and any deposit decision appear in the appointment's activity.",[158,15690,15691,15693,15694,15696,15697,189,15700,15702],{},[161,15692,15251],{}," lists every fee charged. ",[161,15695,15247],{}," shows rates by client, service and provider. ",[161,15698,15699],{},"Reports → Prepayment list",[161,15701,5642],{}," show money taken for work not yet done.",[150,15704,317],{"id":316},[179,15706,15708],{"id":15707},"theres-no-fee-box-when-i-cancel","There's no fee box when I cancel",[146,15710,15711],{},"The booking has no card captured, the cancellation is outside the window, or no fee is set for this kind of cancellation.",[179,15713,15715],{"id":15714},"fee-couldnt-be-charged-no-card-on-file","\"Fee couldn't be charged: no card on file\"",[146,15717,15718,15719,470,15722,15725,15726,3466,15729,15732],{},"The booking has no usable card. The appointment shows ",[161,15720,15721],{},"Cancellation fee owed",[161,15723,15724],{},"No-show fee owed"," with the amount ",[161,15727,15728],{},"To pay",[161,15730,15731],{},"Collect fee"," on the appointment to take it another way.",[179,15734,15736],{"id":15735},"the-client-says-they-didnt-recognise-the-fee","The client says they didn't recognise the fee",[146,15738,15739,15740,170],{},"They were emailed when it was charged, and it's labelled clearly on their statement. If they dispute it with their bank, see ",[166,15741,6232],{"href":6231},[179,15743,15745],{"id":15744},"the-deposit-couldnt-be-returned","The deposit couldn't be returned",[146,15747,15748,15749,263,15752,15754],{},"The sale is flagged for you. At checkout, select ",[161,15750,15751],{},"Retry refund",[161,15753,15555],{}," if the client agrees.",{"title":359,"searchDepth":23,"depth":23,"links":15756},[15757,15758,15759,15760,15761,15762,15769,15775,15776,15777,15778],{"id":152,"depth":23,"text":153},{"id":15381,"depth":23,"text":15382},{"id":15445,"depth":23,"text":15446},{"id":15460,"depth":23,"text":15461},{"id":15531,"depth":23,"text":15532},{"id":15559,"depth":23,"text":15560,"children":15763},[15764,15765,15766,15767,15768],{"id":13542,"depth":33,"text":13543},{"id":15031,"depth":33,"text":15032},{"id":15057,"depth":33,"text":15058},{"id":15597,"depth":33,"text":15598},{"id":518,"depth":33,"text":519},{"id":15613,"depth":23,"text":15614,"children":15770},[15771,15772,15773,15774],{"id":15619,"depth":33,"text":15620},{"id":15627,"depth":33,"text":15058},{"id":15635,"depth":33,"text":15598},{"id":14795,"depth":33,"text":519},{"id":15654,"depth":23,"text":15655},{"id":15672,"depth":23,"text":15673},{"id":305,"depth":23,"text":306},{"id":316,"depth":23,"text":317,"children":15779},[15780,15781,15782,15783],{"id":15707,"depth":33,"text":15708},{"id":15714,"depth":33,"text":15715},{"id":15735,"depth":33,"text":15736},{"id":15744,"depth":33,"text":15745},"What a client is asked for at booking, how a deposit comes off the bill, and how to charge a late-cancellation or no-show fee.",[15786,15787,15788,15789,15790,15791],"deposit at booking","charge no show fee","late cancellation fee","deposit more than the bill","refund deposit","card on file to book",{},[4870,15338,6231],{"title":10015,"description":15784},"help\u002Fcheckout\u002Fdeposits-and-cancellation-fees","_uJBpUiF4foV3uktj23Ky4M83dTDftPUg2X1uREGlt4",{"id":15798,"title":15799,"audience":7,"body":15800,"category":44,"description":16180,"draft":386,"extension":387,"icon":16181,"keywords":16182,"locale":11,"meta":16189,"navigation":398,"order":14669,"path":16190,"related":16191,"seo":16193,"sourceHash":402,"stem":16194,"translationReviewed":386,"updatedAt":9086,"__hash__":16195},"help\u002Fhelp\u002Fclients\u002Femails-and-care-guides.md","Email templates and care guides",{"type":143,"value":15801,"toc":16151},[15802,15812,15814,15831,15835,15901,15906,15910,15961,15968,15972,16049,16053,16064,16069,16072,16076,16124,16126,16132,16134,16138,16141,16145],[146,15803,15804,15805,15807,15808,15811],{},"Two tools for written instructions. ",[161,15806,2595],{}," are messages you send when you choose, such as a post-treatment check-in. ",[161,15809,15810],{},"Care guides"," are pages of pre-care or after-care instructions that each client gets a private link to, and can come back to.",[150,15813,153],{"id":152},[155,15815,15816,15821],{},[158,15817,15818,15820],{},[161,15819,1421],{}," anyone who can manage email templates or care guides. Sending needs permission to send emails.",[158,15822,15823,15826,15827,170],{},[161,15824,15825],{},"Automatic emails",", such as confirmations and reminders, are set up separately. See ",[166,15828,15830],{"href":15829},"\u002Fhelp\u002Fclients\u002Fsystem-emails","System emails",[150,15832,15834],{"id":15833},"make-an-email-template","Make an email template",[176,15836,15837,15841,15854,15856,15887,15891,15894,15898],{},[179,15838,15840],{"id":15839},"start-a-template","Start a template",[146,15842,1936,15843,15846,15847,15850,15851,170],{},[161,15844,15845],{},"Clients → Emails",", select the ",[161,15848,15849],{},"Custom"," tab, then ",[161,15852,15853],{},"New Template",[179,15855,3338],{"id":3337},[146,15857,15858,15859,15862,15863,15866,15867,490,15870,490,15873,490,15876,490,15879,490,15882,470,15885,170],{},"Give it a name, a ",[161,15860,15861],{},"Subject"," and a ",[161,15864,15865],{},"Message",". Choose a category: ",[161,15868,15869],{},"Pre-Care",[161,15871,15872],{},"Post-Care",[161,15874,15875],{},"Reminder",[161,15877,15878],{},"Confirmation",[161,15880,15881],{},"Notification",[161,15883,15884],{},"Marketing",[161,15886,3333],{},[179,15888,15890],{"id":15889},"add-details-that-fill-themselves-in","Add details that fill themselves in",[146,15892,15893],{},"Insert variables, such as the client's name, that are filled in when the email is sent.",[179,15895,15897],{"id":15896},"test-and-save","Test and save",[146,15899,15900],{},"Send a test to yourself to see exactly what a client gets, then save.",[146,15902,15903,15904,170],{},"Every email is wrapped in your logo, brand colours and business address automatically. You write the words; the design is handled. Set your brand under ",[161,15905,10887],{},[150,15907,15909],{"id":15908},"send-an-email","Send an email",[176,15911,15912,15914,15921,15925,15936,15940,15947,15951],{},[179,15913,277],{"id":276},[146,15915,426,15916,1486,15918,170],{},[161,15917,15845],{},[161,15919,15920],{},"Compose Email",[179,15922,15924],{"id":15923},"choose-who","Choose who",[146,15926,1203,15927,1207,15930,470,15933,15935],{},[161,15928,15929],{},"Who are you emailing?",[161,15931,15932],{},"Single",[161,15934,10474],{}," and search for the clients.",[179,15937,15939],{"id":15938},"write-or-pick-a-template","Write or pick a template",[146,15941,15942,15943,15946],{},"Choose a template, or select ",[161,15944,15945],{},"Write custom instead",". Add up to 5 attachments, 10 MB each.",[179,15948,15950],{"id":15949},"review-and-send","Review and send",[146,15952,15953,15954,15957,15958,170],{},"Check the preview. Send now, or turn on ",[161,15955,15956],{},"Schedule for later"," and choose a date and time. Select ",[161,15959,15960],{},"Send Email",[146,15962,15963,15964,15967],{},"If some of the clients you picked have no email address, you're told how many will be skipped. ",[161,15965,15966],{},"Sent Emails"," lists what went out.",[150,15969,15971],{"id":15970},"make-a-care-guide","Make a care guide",[176,15973,15974,15978,15986,15990,16002,16006,16027,16031,16037,16041],{},[179,15975,15977],{"id":15976},"start-a-guide","Start a guide",[146,15979,1936,15980,1469,15983,170],{},[161,15981,15982],{},"Clients → Care Guides",[161,15984,15985],{},"New care guide",[179,15987,15989],{"id":15988},"choose-how-to-write-it","Choose how to write it",[146,15991,15992,15995,15996,15999,16000,170],{},[161,15993,15994],{},"Rich editor"," is best for short instructions with headings, lists and links. ",[161,15997,15998],{},"Upload HTML"," shows your own designed page exactly as it is. Or select one of the starting points under ",[161,16001,13738],{},[179,16003,16005],{"id":16004},"add-the-details","Add the details",[146,16007,7165,16008,16010,16011,7589,16013,490,16016,470,16019,16022,16023,16026],{},[161,16009,3344],{},", such as \"Green Peel post-care\", and choose a ",[161,16012,3484],{},[161,16014,16015],{},"Pre-care",[161,16017,16018],{},"Post-care",[161,16020,16021],{},"General",". A ",[161,16024,16025],{},"Treatment tag"," helps you filter later.",[179,16028,16030],{"id":16029},"set-the-link-expiry","Set the link expiry",[146,16032,16033,16036],{},[161,16034,16035],{},"Default link expiry (days)"," is how long each client's link works. You can change it each time you send.",[179,16038,16040],{"id":16039},"publish-it","Publish it",[146,16042,10700,16043,1469,16045,16048],{},[161,16044,3412],{},[161,16046,16047],{},"Save care guide",". Drafts can't be sent.",[150,16050,16052],{"id":16051},"send-a-care-guide","Send a care guide",[146,16054,225,16055,16057,16058,16060,16061,16063],{},[161,16056,2717],{}," on the guide, use ",[161,16059,2717],{}," in the top bar, or choose ",[161,16062,10462],{}," on the client's profile. Each client gets their own link, which works for the number of days set on the guide.",[598,16065,16066],{},[146,16067,16068],{},"Care guides are only shared by private links and are never shown to search engines, so your instructions stay yours.",[146,16070,16071],{},"The list shows how often each guide was sent this month and when it was last updated.",[150,16073,16075],{"id":16074},"which-to-use","Which to use",[721,16077,16078,16087],{},[724,16079,16080],{},[727,16081,16082,16085],{},[730,16083,16084],{},"You want to",[730,16086,6505],{},[737,16088,16089,16097,16105,16114],{},[727,16090,16091,16094],{},[742,16092,16093],{},"Send one message to a client",[742,16095,16096],{},"An email template, or a custom email",[727,16098,16099,16102],{},[742,16100,16101],{},"Give instructions the client will come back to",[742,16103,16104],{},"A care guide",[727,16106,16107,16110],{},[742,16108,16109],{},"Change what an automatic email says",[742,16111,16112],{},[166,16113,15830],{"href":15829},[727,16115,16116,16119],{},[742,16117,16118],{},"Reach a whole group at once",[742,16120,8228,16121],{},[166,16122,16123],{"href":9009},"campaign",[150,16125,306],{"id":305},[146,16127,16128,16129,16131],{},"A sent email appears under ",[161,16130,15966],{},". A care guide's count of sends this month goes up.",[150,16133,317],{"id":316},[179,16135,16137],{"id":16136},"the-client-says-the-care-guide-link-stopped-working","The client says the care guide link stopped working",[146,16139,16140],{},"Links expire after the number of days set on the guide, and deleting a guide stops every link to it. Send it again.",[179,16142,16144],{"id":16143},"should-i-delete-a-guide-i-no-longer-use","Should I delete a guide I no longer use?",[146,16146,16147,16148,16150],{},"Turn off ",[161,16149,3412],{}," instead. Deleting it stops every client's link, including ones they've bookmarked.",{"title":359,"searchDepth":23,"depth":23,"links":16152},[16153,16154,16160,16166,16173,16174,16175,16176],{"id":152,"depth":23,"text":153},{"id":15833,"depth":23,"text":15834,"children":16155},[16156,16157,16158,16159],{"id":15839,"depth":33,"text":15840},{"id":3337,"depth":33,"text":3338},{"id":15889,"depth":33,"text":15890},{"id":15896,"depth":33,"text":15897},{"id":15908,"depth":23,"text":15909,"children":16161},[16162,16163,16164,16165],{"id":276,"depth":33,"text":277},{"id":15923,"depth":33,"text":15924},{"id":15938,"depth":33,"text":15939},{"id":15949,"depth":33,"text":15950},{"id":15970,"depth":23,"text":15971,"children":16167},[16168,16169,16170,16171,16172],{"id":15976,"depth":33,"text":15977},{"id":15988,"depth":33,"text":15989},{"id":16004,"depth":33,"text":16005},{"id":16029,"depth":33,"text":16030},{"id":16039,"depth":33,"text":16040},{"id":16051,"depth":23,"text":16052},{"id":16074,"depth":23,"text":16075},{"id":305,"depth":23,"text":306},{"id":316,"depth":23,"text":317,"children":16177},[16178,16179],{"id":16136,"depth":33,"text":16137},{"id":16143,"depth":33,"text":16144},"Write reusable emails, send one to a client or many, and share pre-care and after-care guides by private link.","i-lucide-mail",[16183,16184,16185,16186,16187,16188],"email template","send email to client","schedule an email","aftercare instructions","care guide link","pre care email",{},"\u002Fhelp\u002Fclients\u002Femails-and-care-guides",[15829,16192,9009],"\u002Fhelp\u002Fclients\u002Fbuild-an-email-with-the-ai-helper",{"title":15799,"description":16180},"help\u002Fclients\u002Femails-and-care-guides","1Y7aGv1d0AU8jn2kUh4LCZEywm_zgpJo8cRUabvu93o",{"id":16197,"title":2901,"audience":7,"body":16198,"category":14,"description":16540,"draft":386,"extension":387,"icon":16541,"keywords":16542,"locale":11,"meta":16549,"navigation":398,"order":14669,"path":2900,"related":16550,"seo":16551,"sourceHash":402,"stem":16552,"translationReviewed":386,"updatedAt":2935,"__hash__":16553},"help\u002Fhelp\u002Fgetting-started\u002Fyour-day-in-owneli.md",{"type":143,"value":16199,"toc":16520},[16200,16205,16209,16256,16265,16269,16272,16409,16417,16421,16431,16435,16479,16481,16485,16490,16494,16501,16505,16512],[146,16201,16202,16204],{},[161,16203,312],{}," is your home screen. Open it at the start of a shift to clock in, see who's coming, and clear anything waiting on you.",[150,16206,16208],{"id":16207},"start-your-shift","Start your shift",[176,16210,16211,16215,16220,16223,16235,16239,16245,16249],{},[179,16212,16214],{"id":16213},"open-today","Open Today",[146,16216,225,16217,16219],{},[161,16218,312],{}," in the sidebar, or the Owneli logo. On a phone, it's the first tab.",[179,16221,1232],{"id":16222},"clock-in",[146,16224,14457,16225,3031,16228,16230,16231,16234],{},[161,16226,16227],{},"Clock",[161,16229,1232],{},". The card changes to ",[161,16232,16233],{},"On the clock"," and shows when you started. If a shift is scheduled for you, the card shows its hours.",[179,16236,16238],{"id":16237},"read-todays-schedule","Read today's schedule",[146,16240,16241,16244],{},[161,16242,16243],{},"Today's schedule"," lists the day's appointments: time, client, service, and the provider's initials. Select a row to open the appointment.",[179,16246,16248],{"id":16247},"clear-action-required","Clear Action required",[146,16250,16251,16252,16255],{},"Work down ",[161,16253,16254],{},"Action required"," and deal with each item. Selecting an item takes you to the page where you resolve it.",[2453,16257,16258],{},[146,16259,16260,16261,16264],{},"Some businesses record hours from the rota instead of a clock. Then the card reads ",[161,16262,16263],{},"Automatic hours"," and there's nothing to clock. Ask a manager if your hours look wrong.",[150,16266,16268],{"id":16267},"whats-on-today","What's on Today",[146,16270,16271],{},"What you see depends on your role. A provider sees their own day; a manager or owner sees the whole floor.",[721,16273,16274,16282],{},[724,16275,16276],{},[727,16277,16278,16280],{},[730,16279,3686],{},[730,16281,7763],{},[737,16283,16284,16294,16307,16323,16346,16355,16365,16375,16395],{},[727,16285,16286,16291],{},[742,16287,16288],{},[161,16289,16290],{},"Who's waiting",[742,16292,16293],{},"Clients who've checked in and are waiting to be seen.",[727,16295,16296,16300],{},[742,16297,16298],{},[161,16299,16243],{},[742,16301,16302,16303,16306],{},"The day's appointments, with how many are done. ",[161,16304,16305],{},"Open calendar"," jumps to the full grid.",[727,16308,16309,16316],{},[742,16310,16311,189,16313],{},[161,16312,16227],{},[161,16314,16315],{},"Hours this week",[742,16317,16318,16319,16322],{},"Clock in and out, and see your hours so far. ",[161,16320,16321],{},"View my hours"," opens your timesheet.",[727,16324,16325,16330],{},[742,16326,16327],{},[161,16328,16329],{},"Quick actions",[742,16331,16332,16333,490,16336,490,16339,490,16341,189,16343,170],{},"One-tap shortcuts: ",[161,16334,16335],{},"Walk-in · add + waitlist",[161,16337,16338],{},"New appointment",[161,16340,1946],{},[161,16342,1780],{},[161,16344,16345],{},"New sale",[727,16347,16348,16352],{},[742,16349,16350],{},[161,16351,16254],{},[742,16353,16354],{},"Everything waiting on a person: policies and notes to sign, online bookings to confirm, card disputes, forms waiting for your sign-off, client blocks due for review, and more.",[727,16356,16357,16362],{},[742,16358,16359],{},[161,16360,16361],{},"Revenue opportunities",[742,16363,16364],{},"Clients overdue for a return visit, and packages about to expire with sessions unused. Book them, message them, snooze or dismiss.",[727,16366,16367,16372],{},[742,16368,16369],{},[161,16370,16371],{},"My tips",[742,16373,16374],{},"Your tips today and over the last 30 days, split cash and card.",[727,16376,16377,16382],{},[742,16378,16379],{},[161,16380,16381],{},"How it's going",[742,16383,1203,16384,16387,16388,189,16391,16394],{},[161,16385,16386],{},"Your business",": the last 30 days of sales as a graph, then this month's ",[161,16389,16390],{},"Top team members",[161,16392,16393],{},"Top services"," against last month. Shown to roles that can see the whole team's reports.",[727,16396,16397,16402],{},[742,16398,16399],{},[161,16400,16401],{},"At a glance",[742,16403,16404,16405,16408],{},"Forms pending, form completion rate, total clients and emails this week, with your ",[161,16406,16407],{},"Targets"," for the month when an admin has set them. Shown to roles that can see reports.",[146,16410,16411,16412,16414,16415,170],{},"New businesses also see the ",[161,16413,10853],{}," card at the top. See ",[166,16416,2896],{"href":2895},[150,16418,16420],{"id":16419},"a-client-walks-in","A client walks in",[146,16422,225,16423,16425,16426,16428,16429,170],{},[161,16424,16335],{}," in ",[161,16427,16329],{},". Add their name and phone, then put them on the waitlist with the service and the time of day that suits them. To book them straight into a free slot instead, use ",[161,16430,16338],{},[150,16432,16434],{"id":16433},"end-your-shift","End your shift",[176,16436,16437,16441,16454,16458,16468,16472],{},[179,16438,16440],{"id":16439},"check-out-your-clients","Check out your clients",[146,16442,16443,16444,16446,16447,16449,16450,16453],{},"Make sure every appointment in ",[161,16445,16243],{}," shows ",[161,16448,1655],{},". A row reading ",[161,16451,16452],{},"Not checked out"," still needs its sale.",[179,16455,16457],{"id":16456},"count-the-cash-drawer","Count the cash drawer",[146,16459,16460,16461,7125,16463,16465,16466,170],{},"If you handle cash, open ",[161,16462,1425],{},[161,16464,2885],{},", and close and count it. See ",[166,16467,1440],{"href":1439},[179,16469,16471],{"id":16470},"clock-out","Clock out",[146,16473,225,16474,8102,16476,16478],{},[161,16475,16471],{},[161,16477,16227],{}," card, then confirm.",[150,16480,317],{"id":316},[179,16482,16484],{"id":16483},"the-clock-says-no-shift-scheduled-today","The clock says \"No shift scheduled today.\"",[146,16486,16487,16488,170],{},"You have no shift today, or nobody has set your working hours yet. You can still clock in. Ask a manager to set your hours so your shifts show up. See ",[166,16489,5040],{"href":5039},[179,16491,16493],{"id":16492},"my-schedule-is-empty-but-the-calendar-isnt","My schedule is empty but the calendar isn't",[146,16495,16496,16497,16500],{},"Today shows the location named next to ",[161,16498,16499],{},"Showing",". Switch location in the top bar. If your role only covers your own appointments, you only see yours.",[179,16502,16504],{"id":16503},"i-cant-see-the-schedule-at-all","I can't see the schedule at all",[146,16506,16507,16508,16511],{},"If Today says ",[161,16509,16510],{},"Your bookings aren't shown here",", your role doesn't include appointments. Ask an owner or admin to add them.",[2888,16513,16514],{},[146,16515,16516,16517,16519],{},"The numbers on Today are a quick pulse, not a report. For anything you'll act on, open ",[161,16518,2463],{},", where you can filter, compare and export.",{"title":359,"searchDepth":23,"depth":23,"links":16521},[16522,16528,16529,16530,16535],{"id":16207,"depth":23,"text":16208,"children":16523},[16524,16525,16526,16527],{"id":16213,"depth":33,"text":16214},{"id":16222,"depth":33,"text":1232},{"id":16237,"depth":33,"text":16238},{"id":16247,"depth":33,"text":16248},{"id":16267,"depth":23,"text":16268},{"id":16419,"depth":23,"text":16420},{"id":16433,"depth":23,"text":16434,"children":16531},[16532,16533,16534],{"id":16439,"depth":33,"text":16440},{"id":16456,"depth":33,"text":16457},{"id":16470,"depth":33,"text":16471},{"id":316,"depth":23,"text":317,"children":16536},[16537,16538,16539],{"id":16483,"depth":33,"text":16484},{"id":16492,"depth":33,"text":16493},{"id":16503,"depth":33,"text":16504},"What Today shows you, how to clock in, and the order most people work through the screen during a shift.","i-lucide-sun",[16543,16544,16545,16546,16547,16548],"today page","home screen","clock in","action required","what do I do first","walk in client",{},[2930,1381,5453],{"title":2901,"description":16540},"help\u002Fgetting-started\u002Fyour-day-in-owneli","psOzLTQ50-TzIEjFMZzvCYqoFXi0Dim8h4-QYPL8zlA",{"id":16555,"title":16556,"audience":7,"body":16557,"category":84,"description":16957,"draft":386,"extension":387,"icon":16958,"keywords":16959,"locale":11,"meta":16965,"navigation":398,"order":14669,"path":11548,"related":16966,"seo":16967,"sourceHash":402,"stem":16968,"translationReviewed":386,"updatedAt":404,"__hash__":16969},"help\u002Fhelp\u002Fgrowth\u002Fautomations.md","Automations",{"type":143,"value":16558,"toc":16938},[16559,16564,16566,16583,16587,16630,16634,16638,16833,16837,16871,16875,16881,16886,16890,16893,16899,16901,16911,16913,16920,16922,16926,16929,16933],[146,16560,16561,16562,170],{},"Automations are the messages Owneli sends for you without anyone pressing send: reminders, booking confirmations, review requests, birthday notes. Switch on the ones you want, choose how they're sent, and they run by themselves. They live under ",[161,16563,11243],{},[150,16565,153],{"id":152},[155,16567,16568,16573],{},[158,16569,16570,16572],{},[161,16571,1421],{}," admins and owners change automations. Other roles with access can view them.",[158,16574,16575,16578,16579,170],{},[161,16576,16577],{},"Texts cost credits."," Email and app notifications are free; texts use your messaging balance. See ",[166,16580,16582],{"href":16581},"\u002Fhelp\u002Fgrowth\u002Fsms-credits-and-balance","SMS credits and your messaging balance",[150,16584,16586],{"id":16585},"switch-on-an-automation","Switch on an automation",[176,16588,16589,16593,16602,16604,16607,16611,16617,16619],{},[179,16590,16592],{"id":16591},"open-automations","Open automations",[146,16594,1936,16595,16597,16598,16601],{},[161,16596,11243],{}," and find the message under ",[161,16599,16600],{},"Browse automations",", or search for it.",[179,16603,11251],{"id":11250},[146,16605,16606],{},"Use the switch on its card. You see it's active.",[179,16608,16610],{"id":16609},"choose-how-its-sent","Choose how it's sent",[146,16612,16613,16614,16616],{},"Open it and go to ",[161,16615,4012],{},". Choose the channels: email, SMS and app notification. Not every automation can send texts or notifications; those that can show the options.",[179,16618,11258],{"id":11257},[146,16620,225,16621,16624,16625,16629],{},[161,16622,16623],{},"Configure message"," to see and change what clients receive. See ",[166,16626,16628],{"href":16627},"\u002Fhelp\u002Fcalendar\u002Fappointment-reminders","Set up appointment reminders"," for an example.",[554,16631],{"alt":16632,"height":9221,"src":16633,"width":5143},"The Automations page: Custom rules and Create automation at the top, tiles for active automations, custom rules and messages sent, the messaging balance with Top up, and the list of groups from Reminders to Client loyalty beside a search box.","\u002Fhelp\u002Fgrowth\u002Fautomations\u002Fcatalogue.webp",[150,16635,16637],{"id":16636},"whats-in-the-catalogue","What's in the catalogue",[721,16639,16640,16651],{},[724,16641,16642],{},[727,16643,16644,16646,16648],{},[730,16645,6890],{},[730,16647,16556],{},[730,16649,16650],{},"On unless you change it",[737,16652,16653,16675,16706,16722,16748,16766,16789,16803],{},[727,16654,16655,16660,16671],{},[742,16656,16657],{},[161,16658,16659],{},"Reminders",[742,16661,16662,490,16665,490,16668],{},[161,16663,16664],{},"48-hour reminder",[161,16666,16667],{},"24-hour reminder",[161,16669,16670],{},"3-hour reminder",[742,16672,16673],{},[161,16674,16667],{},[727,16676,16677,16682,16703],{},[742,16678,16679],{},[161,16680,16681],{},"Appointment updates",[742,16683,16684,490,16686,490,16689,490,16691,490,16694,490,16697,490,16700],{},[161,16685,16338],{},[161,16687,16688],{},"Rescheduled",[161,16690,1070],{},[161,16692,16693],{},"No-show follow-up",[161,16695,16696],{},"Thank you for visiting",[161,16698,16699],{},"Thank you for tipping",[161,16701,16702],{},"Aftercare",[742,16704,16705],{},"New appointment, Rescheduled, Cancelled, No-show follow-up, Aftercare",[727,16707,16708,16713,16719],{},[742,16709,16710],{},[161,16711,16712],{},"Feedback & reviews",[742,16714,16715,4867,16717,170],{},[161,16716,11247],{},[166,16718,11210],{"href":11546},[742,16720,16721],{},"None",[727,16723,16724,16729,16745],{},[742,16725,16726],{},[161,16727,16728],{},"Increase bookings",[742,16730,16731,490,16734,490,16737,490,16739,490,16742],{},[161,16732,16733],{},"Rebook reminder",[161,16735,16736],{},"Expiring benefits",[161,16738,1968],{},[161,16740,16741],{},"Win-back",[161,16743,16744],{},"Reward loyal clients",[742,16746,16747],{},"Rebook reminder, Expiring benefits",[727,16749,16750,16755,16763],{},[742,16751,16752],{},[161,16753,16754],{},"Waitlist updates",[742,16756,16757,490,16760],{},[161,16758,16759],{},"Added to waitlist",[161,16761,16762],{},"A slot opened up",[742,16764,16765],{},"Both",[727,16767,16768,16773,16787],{},[742,16769,16770],{},[161,16771,16772],{},"Lobby & queue",[742,16774,16775,490,16777,490,16780,490,16783,16786],{},[161,16776,1052],{},[161,16778,16779],{},"First wait threshold",[161,16781,16782],{},"Second wait threshold",[161,16784,16785],{},"Next in line"," (texts to guests checked in at the kiosk)",[742,16788,16721],{},[727,16790,16791,16796,16801],{},[742,16792,16793],{},[161,16794,16795],{},"Celebrate milestones",[742,16797,16798],{},[161,16799,16800],{},"Welcome new clients",[742,16802,16800],{},[727,16804,16805,16810,16830],{},[742,16806,16807],{},[161,16808,16809],{},"Client loyalty",[742,16811,16812,490,16815,490,16818,490,16821,490,16824,490,16827],{},[161,16813,16814],{},"Points earned",[161,16816,16817],{},"New tier reached",[161,16819,16820],{},"Reward available",[161,16822,16823],{},"Referral friend booked",[161,16825,16826],{},"Referral reward available",[161,16828,16829],{},"Referred friend welcome",[742,16831,16832],{},"The three referral messages",[150,16834,16836],{"id":16835},"make-your-own-rule","Make your own rule",[146,16838,1203,16839,1486,16842,16845,16846,1207,16849,12578,16852,470,16855,16858,16859,470,16861,16864,16865,1574,16868,170],{},[161,16840,16841],{},"Custom rules",[161,16843,16844],{},"Create automation",". Give it an ",[161,16847,16848],{},"Automation Name",[161,16850,16851],{},"When this happens",[161,16853,16854],{},"Before an appointment",[161,16856,16857],{},"Form is completed","), the action (",[161,16860,15909],{},[161,16862,16863],{},"Send another form",") and the ",[161,16866,16867],{},"Delay before action",[161,16869,16870],{},"Create",[150,16872,16874],{"id":16873},"quiet-hours","Quiet hours",[146,16876,16877,16878,170],{},"Reminders and marketing never go out in the middle of the night. They wait until your sending window opens, 9:00 to 20:00 in your business's time zone unless you change it under ",[161,16879,16880],{},"Settings → Clients & messages → Marketing guardrails",[2453,16882,16883],{},[146,16884,16885],{},"Confirmations, cancellations and receipts aren't held back. Someone who books at 11 pm gets their confirmation at once, because a confirmation nine hours late is worse.",[150,16887,16889],{"id":16888},"consent","Consent",[146,16891,16892],{},"Appointment messages and marketing need separate consent. Agreeing to appointment texts isn't agreeing to marketing. Clients can turn off appointment emails, appointment texts and birthday messages separately, from their profile or their account.",[146,16894,16895,16896,170],{},"To stop a reminder for one booking only, use the automations panel on that appointment. See ",[166,16897,16898],{"href":1100},"What's in the appointment detail panel",[150,16900,7640],{"id":7639},[146,16902,16903,16904,16907,16908,16910],{},"Open an automation and choose ",[161,16905,16906],{},"Stats"," for the last 30, 90 or 365 days: messages sent, clients reached, and, for marketing automations, the bookings and sales it's credited with. \"Sent\" means the provider accepted the message; delivery is shown separately. Custom rules also keep a ",[161,16909,3451],{}," of every run, including failed and skipped ones.",[150,16912,306],{"id":305},[146,16914,16915,16916,16919],{},"The card shows it's on, and ",[161,16917,16918],{},"Messages sent"," at the top counts what went out in the last 30 days. Book a test visit for yourself with your own email to see the confirmation and reminder arrive.",[150,16921,317],{"id":316},[179,16923,16925],{"id":16924},"clients-arent-getting-texts","Clients aren't getting texts",[146,16927,16928],{},"Check the automation has SMS switched on, the client has a mobile number and hasn't opted out, and your messaging balance isn't empty. When it runs out, texts stop and emails carry on.",[179,16930,16932],{"id":16931},"automation-or-campaign","Automation or campaign?",[146,16934,16935,16936,170],{},"If your sentence has \"when\" in it (\"when a client books\"), it's an automation. If it has \"everyone who\", it's a ",[166,16937,16123],{"href":9009},{"title":359,"searchDepth":23,"depth":23,"links":16939},[16940,16941,16947,16948,16949,16950,16951,16952,16953],{"id":152,"depth":23,"text":153},{"id":16585,"depth":23,"text":16586,"children":16942},[16943,16944,16945,16946],{"id":16591,"depth":33,"text":16592},{"id":11250,"depth":33,"text":11251},{"id":16609,"depth":33,"text":16610},{"id":11257,"depth":33,"text":11258},{"id":16636,"depth":23,"text":16637},{"id":16835,"depth":23,"text":16836},{"id":16873,"depth":23,"text":16874},{"id":16888,"depth":23,"text":16889},{"id":7639,"depth":23,"text":7640},{"id":305,"depth":23,"text":306},{"id":316,"depth":23,"text":317,"children":16954},[16955,16956],{"id":16924,"depth":33,"text":16925},{"id":16931,"depth":33,"text":16932},"Switch on the messages Owneli sends for you, such as reminders, confirmations and review requests, choose how they're sent, make your own rules, and see how they perform.","i-lucide-zap",[16960,16961,11541,16962,16963,16964],"automatic messages","appointment reminder","birthday message","quiet hours","custom automation rule",{},[9009,11546,1383],{"title":16556,"description":16957},"help\u002Fgrowth\u002Fautomations","LWRLZQ70EVycKWa70NYosIRENV47bRsDUlKZrtYqdnc",{"id":16971,"title":16972,"audience":7,"body":16973,"category":64,"description":17218,"draft":386,"extension":387,"icon":12787,"keywords":17219,"locale":11,"meta":17225,"navigation":398,"order":14669,"path":3511,"related":17226,"seo":17227,"sourceHash":402,"stem":17228,"translationReviewed":386,"updatedAt":2935,"__hash__":17229},"help\u002Fhelp\u002Foperations\u002Fpolicies.md","Policies: reading, signing and writing",{"type":143,"value":16974,"toc":17195},[16975,16981,16983,16993,16997,17041,17045,17118,17122,17136,17141,17145,17159,17163,17168,17170,17179,17181,17185,17190,17192],[146,16976,16977,16978,170],{},"Policies are the rules your team agrees to: code of conduct, health and safety, privacy, attendance, the employee handbook. Everyone reads and signs them, and each signature is kept against the exact version signed. Policies live under ",[161,16979,16980],{},"Operations → Policies",[150,16982,153],{"id":152},[155,16984,16985],{},[158,16986,16987,16989,16990,16992],{},[161,16988,1421],{}," everyone can read and sign policies. Writing and publishing them needs permission to manage policies. If you can only read, an eye shows beside ",[161,16991,3512],{}," in the sidebar.",[150,16994,16996],{"id":16995},"sign-a-policy","Sign a policy",[176,16998,16999,17001,17010,17012,17018,17022],{},[179,17000,3052],{"id":3051},[146,17002,17003,17004,17006,17007,170],{},"When a policy needs your signature, it opens over the app when you next sign in, and stays until you sign it. You can also go to ",[161,17005,16980],{},", where it shows ",[161,17008,17009],{},"Needs your signature",[179,17011,9169],{"id":9168},[146,17013,17014,17015],{},"Read the policy through. The summary at the top says what it's about. When it opens over the app, scroll to the end first: until you do, you see ",[161,17016,17017],{},"Read to the end of the policy to acknowledge it.",[179,17019,17021],{"id":17020},"acknowledge-it","Acknowledge it",[146,17023,225,17024,17026,17027,17030,17031,17034,17035,7176,17038,4428],{},[161,17025,3473],{},". Choose ",[161,17028,17029],{},"Type name"," and type your full legal name, or ",[161,17032,17033],{},"Draw signature"," and sign, then select ",[161,17036,17037],{},"I acknowledge",[161,17039,17040],{},"You acknowledged this policy on",[150,17042,17044],{"id":17043},"write-a-policy","Write a policy",[176,17046,17047,17049,17056,17060,17084,17088,17099,17103,17109,17112],{},[179,17048,277],{"id":276},[146,17050,1936,17051,1469,17053,170],{},[161,17052,16980],{},[161,17054,17055],{},"New policy",[179,17057,17059],{"id":17058},"choose-how-to-start","Choose how to start",[146,17061,3315,17062,17065,17066,17069,17070,17073,17074,470,17077,4867,17080,170],{},[161,17063,17064],{},"Start from template"," (filled in with your business details), ",[161,17067,17068],{},"Draft with AI"," (when the AI assistant is on), ",[161,17071,17072],{},"Upload a document"," (PDF, .docx or HTML), ",[161,17075,17076],{},"Paste HTML",[161,17078,17079],{},"Start blank",[166,17081,17083],{"href":17082},"\u002Fhelp\u002Foperations\u002Fimport-a-policy-from-a-document","Import a policy from a document",[179,17085,17087],{"id":17086},"fill-it-in","Fill it in",[146,17089,11649,17090,11706,17092,17094,17095,17098],{},[161,17091,3344],{},[161,17093,3484],{}," and a one-line ",[161,17096,17097],{},"Summary","; many people read only the summary closely, so make it count. Edit the text.",[179,17100,17102],{"id":17101},"ask-for-signatures","Ask for signatures",[146,17104,3388,17105,17108],{},[161,17106,17107],{},"Require acknowledgment",". Employees then see it when they sign in until they've signed.",[179,17110,3412],{"id":17111},"publish",[146,17113,17114,17115,17117],{},"Check the text, then select ",[161,17116,3412],{},". Employees are emailed that there's a new policy.",[150,17119,17121],{"id":17120},"change-a-policy","Change a policy",[146,17123,17124,17125,17128,17129,17132,17133,17135],{},"Open it and select ",[161,17126,17127],{},"Edit policy",". For a change to what people are agreeing to, tick ",[161,17130,17131],{},"Material change: require everyone to re-acknowledge",". Earlier signatures stay on record, but everyone must sign the new version. Don't use it for a typo. For an uploaded policy, ",[161,17134,13220],{}," swaps the file; the old one stays in the history.",[598,17137,17138],{},[146,17139,17140],{},"Deleting a policy also removes everyone's signed record of it. Edit or replace it instead unless you're sure.",[150,17142,17144],{"id":17143},"see-who-has-signed","See who has signed",[146,17146,17147,17148,17151,17152,4867,17155,170],{},"Each policy shows how many have signed, such as ",[161,17149,17150],{},"6 \u002F 8",". For each employee and what they're missing, select ",[161,17153,17154],{},"Compliance",[166,17156,17158],{"href":17157},"\u002Fhelp\u002Foperations\u002Fpolicy-compliance-tracking","Track policy compliance",[150,17160,17162],{"id":17161},"policies-or-notes","Policies or notes?",[146,17164,17165,17166,170],{},"Policies are rules people agree to, with a signed record. Notes are how you do the work, such as a treatment procedure. For those, see ",[166,17167,3276],{"href":3580},[150,17169,306],{"id":305},[146,17171,17172,17173,263,17176,17178],{},"The policy shows ",[161,17174,17175],{},"Published",[161,17177,3469],{}," while people still need to sign, with the number signed.",[150,17180,317],{"id":316},[179,17182,17184],{"id":17183},"someone-says-they-werent-asked-to-sign","Someone says they weren't asked to sign",[146,17186,4489,17187,17189],{},[161,17188,17107],{}," is on and the policy is published. The request appears when they next sign in.",[179,17191,3547],{"id":3546},[146,17193,17194],{},"The policy was saved as a material change. That's expected.",{"title":359,"searchDepth":23,"depth":23,"links":17196},[17197,17198,17203,17210,17211,17212,17213,17214],{"id":152,"depth":23,"text":153},{"id":16995,"depth":23,"text":16996,"children":17199},[17200,17201,17202],{"id":3051,"depth":33,"text":3052},{"id":9168,"depth":33,"text":9169},{"id":17020,"depth":33,"text":17021},{"id":17043,"depth":23,"text":17044,"children":17204},[17205,17206,17207,17208,17209],{"id":276,"depth":33,"text":277},{"id":17058,"depth":33,"text":17059},{"id":17086,"depth":33,"text":17087},{"id":17101,"depth":33,"text":17102},{"id":17111,"depth":33,"text":3412},{"id":17120,"depth":23,"text":17121},{"id":17143,"depth":23,"text":17144},{"id":17161,"depth":23,"text":17162},{"id":305,"depth":23,"text":306},{"id":316,"depth":23,"text":317,"children":17215},[17216,17217],{"id":17183,"depth":33,"text":17184},{"id":3546,"depth":33,"text":3547},"Sign the policies your business asks you to read, and write, publish and update policies with a signed record for every version.",[17220,17221,17222,17223,17224],"employee handbook","sign a policy","code of conduct","policy acknowledgment","write a policy",{},[3580,5455],{"title":16972,"description":17218},"help\u002Foperations\u002Fpolicies","hVNg-gPn2xM3gM9zwkLCat4T3eZebaYdrWR9KZVJx1s",{"id":17231,"title":17232,"audience":120,"body":17233,"category":135,"description":17314,"draft":386,"extension":387,"icon":684,"keywords":17315,"locale":11,"meta":17321,"navigation":398,"order":14669,"path":17322,"related":17323,"seo":17324,"sourceHash":402,"stem":17325,"translationReviewed":386,"updatedAt":2935,"__hash__":17326},"help\u002Fhelp\u002Fportal\u002Fbook-your-next-appointment.md","Book your next appointment from your account",{"type":143,"value":17234,"toc":17302},[17235,17238,17242,17271,17276,17278,17286,17288,17292,17295,17299],[146,17236,17237],{},"When you're signed in to your account, booking your next visit saves typing: your name, email and phone are filled in, and the visit appears in your account as soon as it's booked.",[150,17239,17241],{"id":17240},"book-from-your-account","Book from your account",[176,17243,17244,17248,17255,17259,17262,17266],{},[179,17245,17247],{"id":17246},"start-from-home","Start from Home",[146,17249,17250,17251,1834,17253,170],{},"Sign in and tap ",[161,17252,3703],{},[161,17254,3667],{},[179,17256,17258],{"id":17257},"choose-a-location","Choose a location",[146,17260,17261],{},"If the business has more than one location, choose the one you'd like to visit. Each shows when it next has a time free.",[179,17263,17265],{"id":17264},"book-as-usual","Book as usual",[146,17267,17268,17269],{},"Choose your services, the professional you'd like to see and a time. Your details are already filled in. See ",[166,17270,408],{"href":693},[2888,17272,17273],{},[146,17274,17275],{},"Use your account with more than one business? Booking starts from the business you're looking at. Tap its name at the top to switch first.",[150,17277,306],{"id":305},[146,17279,17280,17281,1131,17283,17285],{},"The new visit appears under ",[161,17282,3710],{},[161,17284,3670],{}," on a phone) as soon as you confirm, and a confirmation email arrives.",[150,17287,317],{"id":316},[179,17289,17291],{"id":17290},"the-visit-doesnt-show-in-my-account","The visit doesn't show in my account",[146,17293,17294],{},"You booked with a different email from the one you sign in with. Ask the business to link it, and book with your sign-in email next time.",[179,17296,17298],{"id":17297},"do-i-have-to-book-through-my-account","Do I have to book through my account?",[146,17300,17301],{},"No. The business's booking page works without an account. Your account just saves typing and keeps everything together.",{"title":359,"searchDepth":23,"depth":23,"links":17303},[17304,17309,17310],{"id":17240,"depth":23,"text":17241,"children":17305},[17306,17307,17308],{"id":17246,"depth":33,"text":17247},{"id":17257,"depth":33,"text":17258},{"id":17264,"depth":33,"text":17265},{"id":305,"depth":23,"text":306},{"id":316,"depth":23,"text":317,"children":17311},[17312,17313],{"id":17290,"depth":33,"text":17291},{"id":17297,"depth":33,"text":17298},"Book your next visit from your account, with your details already filled in, so it appears straight away with your other visits.",[17316,17317,17318,17319,17320],"book appointment from my account","rebook my appointment online","book next visit salon","client portal booking","book again same salon",{},"\u002Fhelp\u002Fportal\u002Fbook-your-next-appointment",[3719,693],{"title":17232,"description":17314},"help\u002Fportal\u002Fbook-your-next-appointment","bFIVgppR3h-CePOFFA4UcPdThmlGmWzR-pYqXwdLqEQ",{"id":17328,"title":4684,"audience":7,"body":17329,"category":54,"description":17938,"draft":386,"extension":387,"icon":51,"keywords":17939,"locale":11,"meta":17946,"navigation":398,"order":14669,"path":3270,"related":17947,"seo":17948,"sourceHash":402,"stem":17949,"translationReviewed":386,"updatedAt":5027,"__hash__":17950},"help\u002Fhelp\u002Fretail\u002Fgift-cards.md",{"type":143,"value":17330,"toc":17909},[17331,17342,17347,17349,17359,17363,17449,17457,17461,17471,17482,17486,17497,17500,17507,17547,17556,17560,17571,17588,17591,17603,17607,17610,17672,17676,17680,17716,17719,17768,17773,17777,17838,17840,17857,17859,17863,17868,17872,17881,17885,17890,17894],[146,17332,17333,17334,17338,17339,170],{},"Gift cards can be sold at checkout, bought by clients on your booking site, or issued by you as a gift. You can also sell printed cards from a rack at your till: see ",[166,17335,17337],{"href":17336},"\u002Fhelp\u002Fretail\u002Fprinted-gift-cards","Printed gift cards",". Every card, however it started, is listed under ",[161,17340,17341],{},"Retail → Gift cards sold",[554,17343],{"alt":17344,"height":17345,"src":17346,"width":712},"The Gift cards sold page: Issue a card at the top right, the All cards and Printed cards switch, a search box and All statuses filter, Balance overview open with Outstanding liability, Active cards and Redeemed all-time, and the newest card with its code, purchaser, recipient, dates, status, values and a more-actions button.",743,"\u002Fhelp\u002Fretail\u002Fgift-cards\u002Flist.webp",[150,17348,153],{"id":152},[155,17350,17351],{},[158,17352,17353,17355,17356,17358],{},[161,17354,1421],{}," anyone who takes payments can sell a card at checkout. Seeing the list needs access to revenue setup; issuing a card from it needs permission to manage it. Voiding needs the ",[161,17357,12670],{}," permission.",[150,17360,17362],{"id":17361},"sell-a-gift-card-at-checkout","Sell a gift card at checkout",[176,17364,17365,17369,17375,17379,17388,17392,17405,17409,17436,17440],{},[179,17366,17368],{"id":17367},"open-the-gift-card-form","Open the gift card form",[146,17370,4334,17371,1486,17373,170],{},[161,17372,1485],{},[161,17374,1500],{},[179,17376,17378],{"id":17377},"set-the-amount","Set the amount",[146,17380,11649,17381,9344,17384,17387],{},[161,17382,17383],{},"Face value",[161,17385,17386],{},"Note (optional)"," if you want something on the receipt line.",[179,17389,17391],{"id":17390},"choose-how-its-delivered","Choose how it's delivered",[146,17393,1203,17394,1207,17397,17400,17401,17404],{},[161,17395,17396],{},"How should this card be delivered?",[161,17398,17399],{},"Send to recipient now"," to email their code when the sale is paid, or ",[161,17402,17403],{},"Hand to buyer"," if the buyer gives it themselves.",[179,17406,17408],{"id":17407},"add-the-recipient","Add the recipient",[146,17410,11649,17411,17414,17415,5314,17417,15862,17420,3845,17423,17426,17427,470,17429,2079,17432,17435],{},[161,17412,17413],{},"Recipient email"," (needed for ",[161,17416,17399],{},[161,17418,17419],{},"Recipient name",[161,17421,17422],{},"Gift message",[161,17424,17425],{},"Choose a design",", pick a look for their email, such as ",[161,17428,1968],{},[161,17430,17431],{},"Spa",[161,17433,17434],{},"Preview the card"," shows what they'll get.",[179,17437,17439],{"id":17438},"add-it-to-the-sale","Add it to the sale",[146,17441,17442,17443,17446,17447,170],{},"Select the add button, for example ",[161,17444,17445],{},"Add $50.00 gift card",", then take payment as usual. See ",[166,17448,1389],{"href":1891},[2453,17450,17451],{},[146,17452,17453,17454,17456],{},"A sale that includes a gift card can't be paid for with another gift card, so ",[161,17455,1500],{}," isn't offered as a payment method for it.",[150,17458,17460],{"id":17459},"give-a-treatment-instead-of-an-amount","Give a treatment instead of an amount",[146,17462,17463,17464,470,17466,17026,17468,17470],{},"At checkout and on your booking site, the gift card form offers ",[161,17465,1599],{},[161,17467,3318],{},[161,17469,3318],{},", pick the service and, when it has options, the option. The card holds the treatment's price on that day, locked at purchase, and the email tells the recipient it's enough for that treatment today. It can be spent on anything, so if the price rises later the recipient pays the difference, and if it falls the rest stays on the card.",[146,17472,17473,17474,17476,17477,17479,17480,170],{},"Every active service with a fixed price can be given unless you switch it off: open the service and, under ",[161,17475,4666],{},", turn off ",[161,17478,4680],{},". Services with a \"from\" price, a hidden price or no price aren't offered. See ",[166,17481,4541],{"href":5021},[150,17483,17485],{"id":17484},"send-a-gift-card-on-a-date","Send a gift card on a date",[146,17487,1203,17488,1207,17490,17493,17494,170],{},[161,17489,17396],{},[161,17491,17492],{},"On a date"," and pick the day, from tomorrow up to a year ahead. The card is issued and paid for at the sale, and the email goes at 9:00 that morning in the location's time zone. A gift for today is ",[161,17495,17496],{},"Send now",[146,17498,17499],{},"Until it goes, the code stays hidden: the buyer's receipt shows who it's for and when it sends, with the last four characters of the code; the recipient doesn't see it in their wallet; and the desk doesn't offer it as credit. Your team can still read the code on the card's panel.",[146,17501,17502,17503,17506],{},"The panel's ",[161,17504,17505],{},"Delivery"," card says when it sends. From it you can:",[721,17508,17509,17517],{},[724,17510,17511],{},[727,17512,17513,17515],{},[730,17514,14512],{},[730,17516,735],{},[737,17518,17519,17528,17537],{},[727,17520,17521,17525],{},[742,17522,17523],{},[161,17524,9816],{},[742,17526,17527],{},"Move the date, or correct the recipient's name, email, mobile or message",[727,17529,17530,17534],{},[742,17531,17532],{},[161,17533,17496],{},[742,17535,17536],{},"Send the email straight away instead of waiting",[727,17538,17539,17544],{},[742,17540,17541],{},[161,17542,17543],{},"Don't send",[742,17545,17546],{},"Keep the card active without emailing it, and hand the code over another way",[146,17548,17549,189,17552,17555],{},[161,17550,17551],{},"Resend to recipient",[161,17553,17554],{},"Let the buyer send it"," aren't offered while a gift is waiting, so a code can never go out twice. Refunding or voiding the card cancels the send. A dated or treatment gift is one card for one person: add another line for a second gift.",[150,17557,17559],{"id":17558},"text-the-gift-too","Text the gift too",[146,17561,17562,17563,17566,17567,17570],{},"When your business's own texting line is live and registered for gift card texts (set up under ",[161,17564,17565],{},"Settings → Clients & messages → Texting & calls","), the gift card form also asks for the ",[161,17568,17569],{},"Recipient mobile",", at checkout and on your booking site. The email is still needed: the text goes as well, never instead.",[146,17572,17573,17574,17576,17577,470,17580,17583,17584,17587],{},"The text leaves from your own line when the email goes, at the sale or at 9:00 on the chosen day. It goes only to a number that belongs to one of your clients who hasn't opted out of your texts, and never in your quiet hours. Otherwise the email goes alone, and the ",[161,17575,17505],{}," card says why, for example ",[161,17578,17579],{},"Sent by email (this number has not agreed to texts)",[161,17581,17582],{},"Sent by email (it was quiet hours, so no text)",". A text that went shows in the delivery history as ",[161,17585,17586],{},"by text"," with the last four digits of the number.",[146,17589,17590],{},"A texting line registered before gift card texts were added doesn't offer the mobile: those gifts go by email.",[146,17592,17593,17594,4346,17596,17598,17599,17602],{},"To add, correct or remove the mobile before the gift goes, use ",[161,17595,9816],{},[161,17597,17505],{}," card. ",[161,17600,17601],{},"Remove number"," clears it.",[150,17604,17606],{"id":17605},"issue-a-card-as-a-gift-from-you","Issue a card as a gift from you",[146,17608,17609],{},"Use this for goodwill: an apology, a prize, a thank-you to a partner. Nobody pays for it.",[176,17611,17612,17614,17621,17625,17630,17634,17646,17650,17663,17667],{},[179,17613,277],{"id":276},[146,17615,1936,17616,1469,17618,170],{},[161,17617,17341],{},[161,17619,17620],{},"Issue a card",[179,17622,17624],{"id":17623},"choose-the-amount","Choose the amount",[146,17626,17627,17628,170],{},"Pick an amount from $25 to $250, or enter a ",[161,17629,1573],{},[179,17631,17633],{"id":17632},"add-a-recipient-if-any","Add a recipient, if any",[146,17635,1203,17636,4013,17639,490,17641,15862,17643,17645],{},[161,17637,17638],{},"For someone special (optional)",[161,17640,17419],{},[161,17642,17413],{},[161,17644,17422],{},". With an email, the card is sent to them.",[179,17647,17649],{"id":17648},"choose-where-its-valid","Choose where it's valid",[146,17651,1203,17652,17655,17656,17658,17659,17662],{},[161,17653,17654],{},"Valid at",", leave ",[161,17657,2082],{},", or choose ",[161,17660,17661],{},"Selected locations"," and tick them.",[179,17664,17666],{"id":17665},"issue-it","Issue it",[146,17668,225,17669,17671],{},[161,17670,17620],{},". A message shows the new card's code.",[554,17673],{"alt":17674,"height":4148,"src":17675,"width":7882},"The Issue gift card panel: amount buttons from $25.00 to $250.00 with $100.00 chosen, Custom amount, For someone special (optional) with Recipient name, Recipient email and Gift message, Valid at with All locations or Selected locations, and Issue a card at the bottom.","\u002Fhelp\u002Fretail\u002Fgift-cards\u002Fissue.webp",[150,17677,17679],{"id":17678},"find-and-manage-a-card","Find and manage a card",[146,17681,17682,17683,17686,17687,17690,17691,17693,17694,490,17697,17700,17701,17703,17704,490,17707,490,17710,490,17713,1117],{},"The switch at the top shows ",[161,17684,17685],{},"All cards","; ",[161,17688,17689],{},"Printed cards"," holds your printed batches and their stock. Search the list by code, recipient or purchaser, or filter by ",[161,17692,4922],{},". Select a card to open its panel: the ",[161,17695,17696],{},"Code",[161,17698,17699],{},"Balance",", who it's for, where it can be used, its expiry, and every ",[161,17702,6761],{}," line (",[161,17705,17706],{},"Issued",[161,17708,17709],{},"Redeemed",[161,17711,17712],{},"Refunded",[161,17714,17715],{},"Adjusted",[146,17717,17718],{},"From the panel:",[721,17720,17721,17729],{},[724,17722,17723],{},[727,17724,17725,17727],{},[730,17726,14512],{},[730,17728,735],{},[737,17730,17731,17740,17749,17758],{},[727,17732,17733,17737],{},[742,17734,17735],{},[161,17736,17551],{},[742,17738,17739],{},"Emails the card to the recipient again",[727,17741,17742,17746],{},[742,17743,17744],{},[161,17745,17554],{},[742,17747,17748],{},"Emails the buyer a link to choose a design, write a message and send the card themselves, so you don't take those details over the phone",[727,17750,17751,17755],{},[742,17752,17753],{},[161,17754,15552],{},[742,17756,17757],{},"For account credit kept from a deposit: sends it back to the card that paid the deposit",[727,17759,17760,17765],{},[742,17761,17762],{},[161,17763,17764],{},"Void card",[742,17766,17767],{},"Clears the balance so the card can't be spent",[3423,17769,17770],{},[146,17771,17772],{},"Voiding can't be undone. Use it for a card issued by mistake or one you believe has been stolen, not to tidy up old balances.",[150,17774,17776],{"id":17775},"card-statuses","Card statuses",[721,17778,17779,17787],{},[724,17780,17781],{},[727,17782,17783,17785],{},[730,17784,4922],{},[730,17786,1026],{},[737,17788,17789,17798,17808,17817,17826],{},[727,17790,17791,17795],{},[742,17792,17793],{},[161,17794,4956],{},[742,17796,17797],{},"Has a balance and can be spent",[727,17799,17800,17805],{},[742,17801,17802],{},[161,17803,17804],{},"Depleted",[742,17806,17807],{},"Spent down to zero",[727,17809,17810,17814],{},[742,17811,17812],{},[161,17813,10635],{},[742,17815,17816],{},"Past its expiry date. Only cards imported from another system can have one.",[727,17818,17819,17823],{},[742,17820,17821],{},[161,17822,5200],{},[742,17824,17825],{},"Cancelled by your team",[727,17827,17828,17833],{},[742,17829,17830],{},[161,17831,17832],{},"Not sold yet",[742,17834,17835,17836,170],{},"A printed card that hasn't been sold. It has no value, and shows only when you filter for it. See ",[166,17837,17337],{"href":17336},[150,17839,306],{"id":305},[146,17841,17842,17843,17845,17846,1473,17849,17852,17853,17856],{},"The card is in the list as ",[161,17844,4956],{}," with its full balance, and ",[161,17847,17848],{},"Outstanding liability",[161,17850,17851],{},"Balance overview"," has gone up by the same amount. If you sent it to a recipient, ",[161,17854,17855],{},"Shared with"," in its panel shows their email.",[150,17858,317],{"id":316},[179,17860,17862],{"id":17861},"the-recipient-didnt-get-the-email","The recipient didn't get the email",[146,17864,17865,17866,170],{},"Check the address in the card's panel, ask them to look in spam, then select ",[161,17867,17551],{},[179,17869,17871],{"id":17870},"a-scheduled-gift-didnt-send","A scheduled gift didn't send",[146,17873,17874,17875,17878,17879,170],{},"The people who handle payment problems get a notice naming the card by the last four characters of its code and saying why: the card was empty, had no email address, or the send didn't finish. The card's panel shows ",[161,17876,17877],{},"Failed"," with the reason. Fix what it names, then use ",[161,17880,17551],{},[179,17882,17884],{"id":17883},"a-client-wants-to-check-their-balance","A client wants to check their balance",[146,17886,17887,17888,170],{},"They can open the link in their email, or enter the code on your booking site. Clients with an account also see their cards in their wallet. To redeem a card at checkout, see ",[166,17889,12297],{"href":1726},[179,17891,17893],{"id":17892},"where-do-i-see-what-we-owe-on-gift-cards","Where do I see what we owe on gift cards?",[146,17895,2879,17896,17898,17899,17901,17902,1473,17904,4867,17906,170],{},[161,17897,17851],{}," at the top of the list for ",[161,17900,17848],{},", and the ",[161,17903,5622],{},[161,17905,2463],{},[166,17907,17908],{"href":8482},"Gift card liability and expiry",{"title":359,"searchDepth":23,"depth":23,"links":17910},[17911,17912,17919,17920,17921,17922,17929,17930,17931,17932],{"id":152,"depth":23,"text":153},{"id":17361,"depth":23,"text":17362,"children":17913},[17914,17915,17916,17917,17918],{"id":17367,"depth":33,"text":17368},{"id":17377,"depth":33,"text":17378},{"id":17390,"depth":33,"text":17391},{"id":17407,"depth":33,"text":17408},{"id":17438,"depth":33,"text":17439},{"id":17459,"depth":23,"text":17460},{"id":17484,"depth":23,"text":17485},{"id":17558,"depth":23,"text":17559},{"id":17605,"depth":23,"text":17606,"children":17923},[17924,17925,17926,17927,17928],{"id":276,"depth":33,"text":277},{"id":17623,"depth":33,"text":17624},{"id":17632,"depth":33,"text":17633},{"id":17648,"depth":33,"text":17649},{"id":17665,"depth":33,"text":17666},{"id":17678,"depth":23,"text":17679},{"id":17775,"depth":23,"text":17776},{"id":305,"depth":23,"text":306},{"id":316,"depth":23,"text":317,"children":17933},[17934,17935,17936,17937],{"id":17861,"depth":33,"text":17862},{"id":17870,"depth":33,"text":17871},{"id":17883,"depth":33,"text":17884},{"id":17892,"depth":33,"text":17893},"Sell a gift card at checkout, issue one as a gift from you, send it to the recipient, and void or resend a card from the list.",[17940,17941,17942,17943,17944,17945],"set up gift cards","issue a gift card","sell a gift card","redeem a gift card at checkout","void a gift card","gift card codes",{},[1891,4535,17336],{"title":4684,"description":17938},"help\u002Fretail\u002Fgift-cards","HDqsi1V4p1lbZuUpOTKB8vfpzHSRQNE8efulZR6Xo_E",{"id":17952,"title":17953,"audience":7,"body":17954,"category":94,"description":18486,"draft":386,"extension":387,"icon":18487,"keywords":18488,"locale":11,"meta":18489,"navigation":398,"order":14669,"path":2227,"related":18490,"seo":18491,"sourceHash":402,"stem":18492,"translationReviewed":386,"updatedAt":404,"__hash__":18493},"help\u002Fhelp\u002Fsettings\u002Fimport-your-data.md","Import your data from Fresha or another system",{"type":143,"value":17955,"toc":18453},[17956,17962,17964,17984,17988,17992,18009,18016,18029,18033,18036,18043,18047,18050,18070,18074,18216,18218,18221,18230,18234,18237,18248,18252,18258,18263,18267,18270,18308,18312,18333,18337,18353,18357,18360,18393,18397,18417,18419,18423,18434,18438,18441,18445],[146,17957,17958,17959,17961],{},"Bring your clients, services, products, team, memberships, packages, gift cards, loyalty balances, appointments and sales over from Fresha or another system under ",[161,17960,4985],{},". Nothing is written until you've seen exactly what will happen: every column is shown beside your own data, a dry run shows what would be created or matched, and the whole import can be undone afterwards.",[150,17963,153],{"id":152},[155,17965,17966,17970,17976],{},[158,17967,17968,12536],{},[161,17969,1421],{},[158,17971,17972,17975],{},[161,17973,17974],{},"Export your files"," from the old system first. See below.",[158,17977,17978,1473,17981,17983],{},[161,17979,17980],{},"Create your packages and membership plans first",[161,17982,2395],{},", so sold packages and memberships have a plan to match by name.",[150,17985,17987],{"id":17986},"get-your-files-out","Get your files out",[179,17989,17991],{"id":17990},"from-fresha","From Fresha",[155,17993,17994,17999,18003],{},[158,17995,17996,17998],{},[161,17997,1939],{}," → Options → Export to CSV",[158,18000,18001,17998],{},[161,18002,2419],{},[158,18004,18005,18006,18008],{},"Everything else via ",[161,18007,2463],{},": Client list (it carries loyalty points), Service list, Product list, Membership list, Packages list, Gift card list, Waitlist detail, Stock movement summary, Appointment list, Sales log detail",[146,18010,18011,18012,18015],{},"For sales, export ",[161,18013,18014],{},"Sales log detail",". The plain Sales list has one row per sale without the items sold, so the importer refuses it and tells you which report to use.",[598,18017,18018],{},[146,18019,18020,18021,18024,18025,18028],{},"Set every date range to ",[161,18022,18023],{},"All Time",", and always export the ",[161,18026,18027],{},"detail"," report, not the summary. A summary report is one row of totals and percentages. The importer recognises it, refuses it and tells you to fetch the detail version instead.",[179,18030,18032],{"id":18031},"from-anything-else","From anything else",[146,18034,18035],{},"Upload a CSV, tab-separated (.tsv or .txt) or Excel (.xlsx) file with a header row and one row per record. Exports from Square, Vagaro, Boulevard, Mindbody, Acuity, Pabau, GlossGenius, Booksy, Timely, Jane, HoneyBook, Dubsado, Studio Ninja and most other booking tools are recognised. A report with a title above the column names is fine, and every sheet of a workbook becomes its own file. Up to 15,000 rows per file.",[146,18037,18038,18039,18042],{},"Columns with no home in Owneli, such as a tattoo placement, a gallery link or a contract status, can be kept in each record's notes with ",[161,18040,18041],{},"Keep these in notes"," instead of being left out.",[150,18044,18046],{"id":18045},"what-wont-come-across","What won't come across",[146,18048,18049],{},"Three things, and it's worth knowing why before you start:",[155,18051,18052,18058,18064],{},[158,18053,18054,18057],{},[161,18055,18056],{},"Saved cards."," For PCI reasons card details move processor-to-processor, never through a file. You re-collect them.",[158,18059,18060,18063],{},[161,18061,18062],{},"Forms, consents and photos."," These aren't part of a standard export from any of these platforms.",[158,18065,18066,18069],{},[161,18067,18068],{},"Mid-cycle membership billing."," Never resumed automatically. See the warning below.",[150,18071,18073],{"id":18072},"import-your-files","Import your files",[176,18075,18076,18080,18086,18089,18093,18096,18099,18119,18122,18126,18129,18181,18184,18187,18200,18203,18206],{},[179,18077,18079],{"id":18078},"source","Source",[146,18081,1203,18082,18085],{},[161,18083,18084],{},"Where is this data from?",", choose Fresha, Zenoti, Mangomint or Generic CSV, so Owneli recognises the file layout. Then drop your files in.",[146,18087,18088],{},"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.",[179,18090,18092],{"id":18091},"map-columns","Map columns",[146,18094,18095],{},"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 one you chose to leave out. Nothing is dropped silently.",[146,18097,18098],{},"Three kinds of column:",[155,18100,18101,18107,18113],{},[158,18102,18103,18106],{},[161,18104,18105],{},"Mapped:"," it has a destination. Recognised automatically, suggested by AI, or set by you.",[158,18108,18109,18112],{},[161,18110,18111],{},"Needs a decision:"," it wasn't recognised. Point it at a field to keep it, or acknowledge the loss explicitly and continue.",[158,18114,18115,18118],{},[161,18116,18117],{},"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.",[146,18120,18121],{},"You confirm each file's mapping before you can move on.",[179,18123,18125],{"id":18124},"dry-run","Dry run",[146,18127,18128],{},"Nothing has been written yet. The numbers on this screen are exactly what the import will do:",[721,18130,18131,18140],{},[724,18132,18133],{},[727,18134,18135,18138],{},[730,18136,18137],{},"Column",[730,18139,1026],{},[737,18141,18142,18151,18161,18171],{},[727,18143,18144,18148],{},[742,18145,18146],{},[161,18147,16870],{},[742,18149,18150],{},"New records that will be added",[727,18152,18153,18158],{},[742,18154,18155],{},[161,18156,18157],{},"Match existing",[742,18159,18160],{},"Rows that match records you already have. They're linked, not duplicated.",[727,18162,18163,18168],{},[742,18164,18165],{},[161,18166,18167],{},"Skip",[742,18169,18170],{},"Rows that won't be imported",[727,18172,18173,18178],{},[742,18174,18175],{},[161,18176,18177],{},"Errors",[742,18179,18180],{},"Rows that failed validation",[146,18182,18183],{},"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.",[146,18185,18186],{},"If anything blocks the import, the screen says so plainly and nothing can be written until you resolve it.",[146,18188,18189,18192,18193,189,18196,18199],{},[161,18190,18191],{},"Consent."," Marketing consent follows your file. A new client is opted in to email or SMS only where the file's own consent column for that channel says yes (Fresha's ",[161,18194,18195],{},"Accepts Marketing",[161,18197,18198],{},"Accepts SMS Marketing",", for example). The consent date comes from the file when it has one, otherwise it is the time of the import, and the client keeps a note of where the consent came from. A no, a blank, or a file with no consent column leaves the client opted out, and clients you already have keep the consent they have. The check shows how many new clients will be opted in and why. Before you continue, confirm you have a lawful basis to hold and contact these clients.",[179,18201,2223],{"id":18202},"import",[146,18204,18205],{},"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.",[146,18207,225,18208,18211,18212,18215],{},[161,18209,18210],{},"Continue to dry run"," to check, then ",[161,18213,18214],{},"Run import",". The import runs in the background, so you can leave the page and come back.",[150,18217,306],{"id":305},[146,18219,18220],{},"You get a per-entity breakdown of created, matched, skipped and errored, plus a downloadable report.",[2453,18222,18223],{},[146,18224,18225,18226,18229],{},"A record count can legitimately be ",[161,18227,18228],{},"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.",[150,18231,18233],{"id":18232},"importing-in-stages","Importing in stages",[146,18235,18236],{},"You don't have to import everything at once. Import your services today and your clients next week, and a later file links to what an earlier import brought in:",[155,18238,18239,18242,18245],{},[158,18240,18241],{},"Appointments find their client by the old system's client ID, then email, then phone, then name. A \"Last, First\" name is read either way. A client who matches by name only but has a different email is never linked; the row is reported instead.",[158,18243,18244],{},"Services are matched by name, and team members by name or by a first name only one person here has. If only one person here takes bookings, an export with no staff column is booked with them.",[158,18246,18247],{},"Importing the same file again, or a newer export of it, never creates duplicates. Records already here are matched and kept exactly as they are: an import never overwrites changes you've made since, and rows missing from the newer file are never deleted.",[150,18249,18251],{"id":18250},"undoing-an-import","Undoing an import",[146,18253,18254,18257],{},[161,18255,18256],{},"Roll back import"," deletes only the rows this import created. Rows that matched existing records are left untouched.",[3423,18259,18260],{},[146,18261,18262],{},"Rollback permanently deletes everything the import created and cannot itself be undone. If imported rows are already in use, such as an imported client with an appointment booked, rollback is blocked and you're told exactly what is holding it.",[150,18264,18266],{"id":18265},"loyalty-points-gift-cards-and-packages","Loyalty points, gift cards and packages",[146,18268,18269],{},"These are what the business owes its clients, so they come across as balances, never as sales.",[155,18271,18272,18283,18289,18299],{},[158,18273,18274,18277,18278,18282],{},[161,18275,18276],{},"Loyalty points."," When a file carries points balances, the mapping step asks once what one point was worth in the old system. Each client gets one opening balance worth the same money at your own point value, labelled ",[18279,18280,18281],"em",{},"Imported from Fresha balance",". It expires on your own expiry rule, counted from the import day. The old system's tier is not copied: tiers are worked out again from your own thresholds. Importing the file again never adds a second balance.",[158,18284,18285,18288],{},[161,18286,18287],{},"A second client file."," The Client list adds the points balance, a staff alert and notes to clients you already have. It never overwrites a staff alert that is already set, and rollback takes back exactly what it added.",[158,18290,18291,18294,18295,18298],{},[161,18292,18293],{},"Gift cards."," Each card keeps its code, remaining balance, issue and expiry dates, purchaser and recipient. Its history shows one ",[18279,18296,18297],{},"Imported balance"," entry for what is still owed. A code already used here is refused.",[158,18300,18301,18304,18305,18307],{},[161,18302,18303],{},"Packages."," Each sold package is matched to a package of the same name in ",[161,18306,12074],{},", so create those first. A row naming a package that doesn't exist here is reported and not imported. Remaining sessions and the expiry date come across.",[150,18309,18311],{"id":18310},"sales-history","Sales history",[155,18313,18314,18317,18320,18323,18330],{},[158,18315,18316],{},"A membership line is linked to the matching membership plan when there is one; otherwise it is kept as a plain line and reported.",[158,18318,18319],{},"Walk-in sales, and sales whose client can't be found or whose name fits more than one client, are kept without a client and listed for review, so your sales totals stay complete.",[158,18321,18322],{},"Walk-in appointments with no client are listed and not imported, because every appointment here belongs to a client. Their sales still come across.",[158,18324,18325,18326,18329],{},"Imported receipts say ",[18279,18327,18328],{},"Imported from Fresha"," and can't be refunded here, because the money was taken in the old system.",[158,18331,18332],{},"Fees the old system charged on a visit, such as a no-show fee, are noted on the appointment rather than added to it, because the fee is already in the sales.",[150,18334,18336],{"id":18335},"memberships-import-as-records-only","Memberships import as records only",[3423,18338,18339,18350],{},[146,18340,18341,18342,18345,18346,18349],{},"Imported memberships are ",[161,18343,18344],{},"records only",". Auto-renew is off, no renewal date is set, and no redeemable credits are granted. ",[161,18347,18348],{},"No card is ever charged."," The price comes from your own membership plan of the same name, never from what the old system's report says was paid. A membership naming a plan you don't have creates that plan inactive, at no price, for you to set up.",[146,18351,18352],{},"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.",[150,18354,18356],{"id":18355},"suggested-order","Suggested order",[146,18358,18359],{},"Although the importer handles dependencies itself, importing in stages makes problems easier to isolate:",[176,18361,18362,18364,18367,18371,18374,18376,18379,18383,18386,18390],{},[179,18363,1939],{"id":44},[146,18365,18366],{},"The biggest file and the one everything else references. Check the matched-versus-created split carefully.",[179,18368,18370],{"id":18369},"services-and-products","Services and products",[146,18372,18373],{},"Your catalogue. Review prices and durations after import.",[179,18375,2419],{"id":74},[146,18377,18378],{},"Then set their working hours. Imported team members don't appear on the calendar until they have hours.",[179,18380,18382],{"id":18381},"memberships-packages-gift-cards-waitlist-and-stock","Memberships, packages, gift cards, waitlist and stock",[146,18384,18385],{},"Records only for memberships; see the warning above. Create your packages before importing sold packages.",[179,18387,18389],{"id":18388},"appointments-and-sales","Appointments and sales",[146,18391,18392],{},"History last. These reference everything else, so import them once the rest is settled.",[150,18394,18396],{"id":18395},"after-the-import","After the import",[155,18398,18399,18404,18409,18414],{},[158,18400,18401,18402,170],{},"Set working hours for imported team members under ",[161,18403,1310],{},[158,18405,18406,18407,170],{},"Check imported prices and durations under ",[161,18408,4549],{},[158,18410,18411,18412,170],{},"Look for duplicate clients and merge them. See ",[166,18413,1899],{"href":2308},[158,18415,18416],{},"Collect card details again for anyone on a membership.",[150,18418,317],{"id":316},[179,18420,18422],{"id":18421},"the-importer-refused-a-file","The importer refused a file",[146,18424,18425,18426,18428,18429,18431,18432,170],{},"It's probably a summary report. Export the ",[161,18427,18027],{}," version with the date range set to ",[161,18430,18023],{},". For Fresha sales, use ",[161,18433,18014],{},[179,18435,18437],{"id":18436},"appointments-or-sales-didnt-link-to-a-client","Appointments or sales didn't link to a client",[146,18439,18440],{},"They're listed in the result for review. Appointments match clients by the old system's client ID, then email, phone and name. Import or fix the client, then import the file again: nothing already imported is duplicated.",[179,18442,18444],{"id":18443},"i-want-to-start-again","I want to start again",[146,18446,225,18447,18449,18450,18452],{},[161,18448,18256],{}," on the import. See ",[161,18451,18251],{}," above.",{"title":359,"searchDepth":23,"depth":23,"links":18454},[18455,18456,18460,18461,18467,18468,18469,18470,18471,18472,18473,18480,18481],{"id":152,"depth":23,"text":153},{"id":17986,"depth":23,"text":17987,"children":18457},[18458,18459],{"id":17990,"depth":33,"text":17991},{"id":18031,"depth":33,"text":18032},{"id":18045,"depth":23,"text":18046},{"id":18072,"depth":23,"text":18073,"children":18462},[18463,18464,18465,18466],{"id":18078,"depth":33,"text":18079},{"id":18091,"depth":33,"text":18092},{"id":18124,"depth":33,"text":18125},{"id":18202,"depth":33,"text":2223},{"id":305,"depth":23,"text":306},{"id":18232,"depth":23,"text":18233},{"id":18250,"depth":23,"text":18251},{"id":18265,"depth":23,"text":18266},{"id":18310,"depth":23,"text":18311},{"id":18335,"depth":23,"text":18336},{"id":18355,"depth":23,"text":18356,"children":18474},[18475,18476,18477,18478,18479],{"id":44,"depth":33,"text":1939},{"id":18369,"depth":33,"text":18370},{"id":74,"depth":33,"text":2419},{"id":18381,"depth":33,"text":18382},{"id":18388,"depth":33,"text":18389},{"id":18395,"depth":23,"text":18396},{"id":316,"depth":23,"text":317,"children":18482},[18483,18484,18485],{"id":18421,"depth":33,"text":18422},{"id":18436,"depth":33,"text":18437},{"id":18443,"depth":33,"text":18444},"Move clients, loyalty balances, gift cards, packages, memberships and more, mapped column by column, de-duplicated, and reversible in one click.","i-lucide-upload",[],{},[2895,2308,4533],{"title":17953,"description":18486},"help\u002Fsettings\u002Fimport-your-data","vQQ5EBsZRf-oFc56XqFBAZRPc1Gc1td4bP3u77AsKmg",{"id":18495,"title":11173,"audience":7,"body":18496,"category":74,"description":18819,"draft":386,"extension":387,"icon":18820,"keywords":18821,"locale":11,"meta":18828,"navigation":398,"order":14669,"path":8133,"related":18829,"seo":18830,"sourceHash":402,"stem":18831,"translationReviewed":386,"updatedAt":8192,"__hash__":18832},"help\u002Fhelp\u002Fteam\u002Fedit-a-team-members-profile-and-services.md",{"type":143,"value":18497,"toc":18802},[18498,18509,18511,18527,18531,18571,18575,18583,18587,18598,18605,18609,18751,18757,18759,18762,18764,18768,18782,18786,18791,18795],[146,18499,18500,18501,18503,18504,470,18506,18508],{},"Everything about a team member lives in their panel under ",[161,18502,2419],{},": their profile, the services they do, where they work, their pay and their HR records. If someone is missing when you book, their ",[161,18505,1150],{},[161,18507,10965],{}," is usually why.",[150,18510,153],{"id":152},[155,18512,18513],{},[158,18514,18515,18517,18518,189,18520,18523,18524,18526],{},[161,18516,1421],{}," admins and owners see every section. Managers can open the people who report to them. ",[161,18519,9607],{},[161,18521,18522],{},"Banking"," need permission to manage the team, and ",[161,18525,6869],{}," is for admins and owners.",[150,18528,18530],{"id":18529},"choose-the-services-they-do","Choose the services they do",[176,18532,18533,18537,18542,18545,18552,18556,18561,18563],{},[179,18534,18536],{"id":18535},"open-their-panel","Open their panel",[146,18538,1936,18539,18541],{},[161,18540,2419],{}," and select the person.",[179,18543,2104],{"id":18544},"edit",[146,18546,225,18547,7125,18549,18551],{},[161,18548,2104],{},[161,18550,1150],{}," in the menu on the left. Your services are listed by category.",[179,18553,18555],{"id":18554},"tick-what-they-do","Tick what they do",[146,18557,18558,18559,170],{},"Tick each service they perform, or ",[161,18560,7376],{},[179,18562,2019],{"id":2018},[146,18564,225,18565,7176,18567,18570],{},[161,18566,2019],{},[161,18568,18569],{},"Team member updated",". New bookings use it straight away; existing appointments don't change.",[554,18572],{"alt":18573,"height":4148,"src":18574,"width":1632},"Editing Kofi Asante with Services open: the section menu on the left (Profile, Addresses, Emergency contacts, Services, Locations, Settings, Professional registration, Public profile, Wages and timesheets, Commissions) with a tick beside the sections already filled in, and on the right a search box, All services, and services ticked by category, with Cancel and Save at the top.","\u002Fhelp\u002Fteam\u002Fedit-a-team-members-profile-and-services\u002Fservices.webp",[598,18576,18577],{},[146,18578,18579,18580,170],{},"Someone with no services is never offered when booking, even with working hours. They need both services and ",[166,18581,18582],{"href":5039},"working hours",[150,18584,18586],{"id":18585},"choose-where-they-work","Choose where they work",[146,18588,225,18589,18591,18592,18595,18596,170],{},[161,18590,10965],{}," and tick every location they work at. Select ",[161,18593,18594],{},"Make home"," on their main one: their calendar opens there, and payroll and reports group them there. They can be booked at every location they work at. Select ",[161,18597,2019],{},[146,18599,18600,18601,18604],{},"If a change clashes with their upcoming schedule, you see ",[161,18602,18603],{},"This change creates a collision",". You can still save; fix the schedule afterwards.",[150,18606,18608],{"id":18607},"the-sections-of-the-panel","The sections of the panel",[721,18610,18611,18619],{},[724,18612,18613],{},[727,18614,18615,18617],{},[730,18616,3686],{},[730,18618,3689],{},[737,18620,18621,18630,18640,18649,18658,18668,18677,18686,18695,18704,18717,18726,18739],{},[727,18622,18623,18627],{},[742,18624,18625],{},[161,18626,6751],{},[742,18628,18629],{},"A summary of the person",[727,18631,18632,18637],{},[742,18633,18634],{},[161,18635,18636],{},"Insights",[742,18638,18639],{},"How they're performing",[727,18641,18642,18646],{},[742,18643,18644],{},[161,18645,2604],{},[742,18647,18648],{},"Name, contact details, job title, calendar colour, and whether they take bookings",[727,18650,18651,18655],{},[742,18652,18653],{},[161,18654,1150],{},[742,18656,18657],{},"The services they do",[727,18659,18660,18665],{},[742,18661,18662],{},[161,18663,18664],{},"Employment",[742,18666,18667],{},"Employment type, start date, manager, weekly hours",[727,18669,18670,18674],{},[742,18671,18672],{},[161,18673,10965],{},[742,18675,18676],{},"Where they work and their home location",[727,18678,18679,18683],{},[742,18680,18681],{},[161,18682,3330],{},[742,18684,18685],{},"Addresses and emergency contacts",[727,18687,18688,18692],{},[742,18689,18690],{},[161,18691,8111],{},[742,18693,18694],{},"Their allowance and requests",[727,18696,18697,18701],{},[742,18698,18699],{},[161,18700,17154],{},[742,18702,18703],{},"Policies they've read and signed",[727,18705,18706,18710],{},[742,18707,18708],{},[161,18709,9607],{},[742,18711,18712,18713,170],{},"Wages, timesheets and commission. See ",[166,18714,18716],{"href":18715},"\u002Fhelp\u002Fteam\u002Fcommission-and-compensation","Commission and compensation",[727,18718,18719,18723],{},[742,18720,18721],{},[161,18722,18522],{},[742,18724,18725],{},"Where they're paid",[727,18727,18728,18732],{},[742,18729,18730],{},[161,18731,6869],{},[742,18733,18734,18735,170],{},"Private HR records. See ",[166,18736,18738],{"href":18737},"\u002Fhelp\u002Fteam\u002Flog-an-employee-incident","Log an employee incident",[727,18740,18741,18745],{},[742,18742,18743],{},[161,18744,14450],{},[742,18746,18747,18748,170],{},"Stop access and hand over their work. See ",[166,18749,18750],{"href":8736},"Suspend, archive, or offboard a team member",[146,18752,18753,18754,18756],{},"The panel shows each section; to change the profile, services, settings or pay, select ",[161,18755,2104],{}," at the top. Once someone has joined, only the owner can change their name and phone.",[150,18758,306],{"id":305},[146,18760,18761],{},"Start a booking for one of the services you ticked: the person is in the team member list. On the booking page, they're offered for those services at their locations.",[150,18763,317],{"id":316},[179,18765,18767],{"id":18766},"a-client-cant-book-them-online","A client can't book them online",[146,18769,18770,18771,18773,18774,18776,18777,18779,18780,170],{},"Check, in order: ",[161,18772,12870],{}," is on in their ",[161,18775,2604],{},", the service is ticked on their ",[161,18778,1150],{},", they work at that location, they have working hours that day, and the service is bookable online. See ",[166,18781,4541],{"href":5021},[179,18783,18785],{"id":18784},"not-assigned-to-any-location","\"Not assigned to any location\"",[146,18787,18788,18789,170],{},"They won't appear on any calendar. Tick at least one location on their ",[161,18790,10965],{},[179,18792,18794],{"id":18793},"can-team-members-change-their-own-details","Can team members change their own details?",[146,18796,18797,18798,170],{},"Yes, their photo, contact details and notifications, from their own profile. See ",[166,18799,18801],{"href":18800},"\u002Fhelp\u002Faccount\u002Fyour-profile-and-notification-preferences","Update your profile and personal details",{"title":359,"searchDepth":23,"depth":23,"links":18803},[18804,18805,18811,18812,18813,18814],{"id":152,"depth":23,"text":153},{"id":18529,"depth":23,"text":18530,"children":18806},[18807,18808,18809,18810],{"id":18535,"depth":33,"text":18536},{"id":18544,"depth":33,"text":2104},{"id":18554,"depth":33,"text":18555},{"id":2018,"depth":33,"text":2019},{"id":18585,"depth":23,"text":18586},{"id":18607,"depth":23,"text":18608},{"id":305,"depth":23,"text":306},{"id":316,"depth":23,"text":317,"children":18815},[18816,18817,18818],{"id":18766,"depth":33,"text":18767},{"id":18784,"depth":33,"text":18785},{"id":18793,"depth":33,"text":18794},"Open a team member's panel to choose the services they do and the locations they work at, and find their profile, pay and HR records.","i-lucide-user-cog",[18822,18823,18824,18825,18826,18827],"edit staff profile","assign services to staff","staff not showing when booking","team member services","staff locations","team detail panel",{},[10952,18715,5039],{"title":11173,"description":18819},"help\u002Fteam\u002Fedit-a-team-members-profile-and-services","Pgs6cs0vEpztwglyiuKFWzMaRNG6ZwJSJc4xE346ddU",{"id":18834,"title":18835,"audience":7,"body":18836,"category":104,"description":19032,"draft":386,"extension":387,"icon":19033,"keywords":19034,"locale":11,"meta":19044,"navigation":398,"order":19045,"path":19046,"related":19047,"seo":19048,"sourceHash":402,"stem":19049,"translationReviewed":386,"updatedAt":8869,"__hash__":19050},"help\u002Fhelp\u002Faccount\u002Fis-this-really-owneli.md","Is this really Owneli?",{"type":143,"value":18837,"toc":19016},[18838,18841,18845,18848,18880,18883,18887,18897,18916,18919,18923,18926,18929,18933,18936,19000,19002,19006,19009,19013],[146,18839,18840],{},"Scammers pretend to be the software a business runs on, because a business trusts it. A caller sounds friendly and urgent, says your account has a problem, and asks for one small thing. This page lists what Owneli will and won't do, so you can say no with confidence.",[150,18842,18844],{"id":18843},"what-owneli-never-asks-for","What Owneli never asks for",[146,18846,18847],{},"Whoever is asking, and however urgent it sounds, Owneli will never:",[155,18849,18850,18856,18862,18868,18874],{},[158,18851,18852,18855],{},[161,18853,18854],{},"Call you out of the blue"," about a problem with your account.",[158,18857,18858,18861],{},[161,18859,18860],{},"Ask for your password",", a sign-in code, a two-factor code or a recovery code.",[158,18863,18864,18867],{},[161,18865,18866],{},"Ask you to install software"," or share your screen so we can \"fix\" something.",[158,18869,18870,18873],{},[161,18871,18872],{},"Ask you to add someone to your team."," Owneli staff never need a team account in your business.",[158,18875,18876,18879],{},[161,18877,18878],{},"Ask for a client's card number",", or ask you to move money to fix a billing problem.",[146,18881,18882],{},"If someone asks for any of these, hang up or don't reply. It isn't us.",[150,18884,18886],{"id":18885},"how-owneli-support-looks-at-your-account","How Owneli support looks at your account",[146,18888,18889,18890,18892,18893,18896],{},"When you need a hand, open the account menu and select ",[161,18891,2797],{},". Owners and admins can send us a message from there, or create an ",[161,18894,18895],{},"Access code"," while they're talking to us and read it out. Everyone else reaches the contact page with our support address.",[155,18898,18899,18902,18905],{},[158,18900,18901],{},"The code works once and expires after 10 minutes.",[158,18903,18904],{},"It lets support view your account, read-only, for up to 30 minutes. Support can see what you see but can't change anything, take payments or download data.",[158,18906,18907,18908,18911,18912,18915],{},"Every time support viewed your account is listed under ",[161,18909,18910],{},"Support sessions",", and you can select ",[161,18913,18914],{},"End session"," on one that's still running.",[146,18917,18918],{},"Only create a code in a conversation you started. If someone contacts you first and asks for one, don't share it.",[150,18920,18922],{"id":18921},"emails-that-say-something-changed","Emails that say something changed",[146,18924,18925],{},"When your password, sign-in email, phone number or two-factor changes, or a Google or Apple sign-in is added or removed, Owneli emails you a security notice. When someone is invited as an administrator, made an administrator, given ownership or invited as an outside accountant, every owner and administrator gets an email and a notification.",[146,18927,18928],{},"These notices tell you what changed and when. They never contain a link to sign in. A sign-in or reset link only arrives when you have just asked for one, so an unexpected email asking you to \"confirm your account\" through a link is not from us.",[150,18930,18932],{"id":18931},"if-you-think-you-shared-something","If you think you shared something",[146,18934,18935],{},"Act straight away. Each step closes a different door.",[176,18937,18938,18942,18952,18954,18959,18963,18976,18980,18990,18994],{},[179,18939,18941],{"id":18940},"change-your-password","Change your password",[146,18943,1203,18944,1486,18946,18949,18950,170],{},[161,18945,14281],{},[161,18947,18948],{},"Change password",". You're emailed a one-time link to set a new one. See ",[166,18951,141],{"href":399},[179,18953,14301],{"id":14300},[146,18955,18956,18957,170],{},"A stolen password alone can't open an account with two-factor on. See ",[166,18958,9478],{"href":206},[179,18960,18962],{"id":18961},"check-your-team","Check your team",[146,18964,1936,18965,18967,18968,18970,18971,1486,18973,18975],{},[161,18966,12645],{},". Suspend anyone you don't recognise straight away, as ",[166,18969,18750],{"href":8736}," shows. Under ",[161,18972,12951],{},[161,18974,12956],{}," on any you didn't send.",[179,18977,18979],{"id":18978},"end-any-support-session-you-didnt-ask-for","End any support session you didn't ask for",[146,18981,2879,18982,18984,18985,193,18987,18989],{},[161,18983,2797],{}," from the account menu, look under ",[161,18986,18910],{},[161,18988,18914],{}," on any that's still running.",[179,18991,18993],{"id":18992},"tell-us","Tell us",[146,18995,18996,18997,18999],{},"Send us a message from ",[161,18998,2797],{}," and say what happened. We'll help you check your account.",[150,19001,2846],{"id":2845},[179,19003,19005],{"id":19004},"a-caller-knew-my-name-and-my-business-is-that-proof","A caller knew my name and my business. Is that proof?",[146,19007,19008],{},"No. Your business name, address and phone number are public, and your name is often on your website. Knowing them proves nothing.",[179,19010,19012],{"id":19011},"the-email-came-from-an-address-with-owneli-in-it","The email came from an address with \"owneli\" in it",[146,19014,19015],{},"Anyone can put a word in an email address. What matters is what the email asks you to do. If it asks for a password, a code, a payment or a new team member, it isn't us.",{"title":359,"searchDepth":23,"depth":23,"links":19017},[19018,19019,19020,19021,19028],{"id":18843,"depth":23,"text":18844},{"id":18885,"depth":23,"text":18886},{"id":18921,"depth":23,"text":18922},{"id":18931,"depth":23,"text":18932,"children":19022},[19023,19024,19025,19026,19027],{"id":18940,"depth":33,"text":18941},{"id":14300,"depth":33,"text":14301},{"id":18961,"depth":33,"text":18962},{"id":18978,"depth":33,"text":18979},{"id":18992,"depth":33,"text":18993},{"id":2845,"depth":23,"text":2846,"children":19029},[19030,19031],{"id":19004,"depth":33,"text":19005},{"id":19011,"depth":33,"text":19012},"How to tell a real Owneli call or email from a scam, what we never ask for, and what to do if you shared something.","i-lucide-shield-alert",[19035,19036,19037,19038,19039,19040,19041,19042,19043],"someone called saying they are from owneli","owneli support scam","fake owneli email","phishing email","asked for my password","asked for my sign-in code","asked to add a technician to my team","support access code","was this you email",{},35,"\u002Fhelp\u002Faccount\u002Fis-this-really-owneli",[206,8736,399],{"title":18835,"description":19032},"help\u002Faccount\u002Fis-this-really-owneli","oKRLxKdGLUONUh-uM0h_hm8nMEbt7EtsBoCFJ8AwF3c",{"id":19052,"title":19053,"audience":7,"body":19054,"category":24,"description":19286,"draft":386,"extension":387,"icon":19287,"keywords":19288,"locale":11,"meta":19295,"navigation":398,"order":19045,"path":15340,"related":19296,"seo":19298,"sourceHash":402,"stem":19299,"translationReviewed":386,"updatedAt":9086,"__hash__":19300},"help\u002Fhelp\u002Fcalendar\u002Fchoose-what-the-client-is-told.md","Choose whether the client is notified when you cancel or reschedule",{"type":143,"value":19055,"toc":19269},[19056,19059,19063,19157,19160,19163,19167,19193,19197,19204,19212,19215,19220,19224,19227,19229,19234,19236,19240,19243,19247,19250,19254,19260,19264],[146,19057,19058],{},"When you cancel, mark a no-show or move an appointment, a box decides whether the client hears about it. You choose, except when the client was charged: then they're always told.",[150,19060,19062],{"id":19061},"where-the-choice-appears","Where the choice appears",[721,19064,19065,19078],{},[724,19066,19067],{},[727,19068,19069,19072,19075],{},[730,19070,19071],{},"What you're doing",[730,19073,19074],{},"The box",[730,19076,19077],{},"Ticked to start with?",[737,19079,19080,19092,19107,19118,19129,19143],{},[727,19081,19082,19085,19090],{},[742,19083,19084],{},"Cancelling",[742,19086,19087,19089],{},[161,19088,15094],{}," in the cancel dialog",[742,19091,15424],{},[727,19093,19094,19097,19104],{},[742,19095,19096],{},"Marking a no-show",[742,19098,19099,16425,19101],{},[161,19100,15094],{},[161,19102,19103],{},"Mark this appointment as a no-show?",[742,19105,19106],{},"No",[727,19108,19109,19112,19115],{},[742,19110,19111],{},"Cancelling or marking a no-show for a group",[742,19113,19114],{},"The same box in the group's dialog",[742,19116,19117],{},"Yes for a cancel, no for a no-show",[727,19119,19120,19123,19127],{},[742,19121,19122],{},"Cancelling a repeating series",[742,19124,19125,19089],{},[161,19126,15094],{},[742,19128,15424],{},[727,19130,19131,19136,19141],{},[742,19132,19133,19134],{},"Moving by dragging, or with ",[161,19135,14705],{},[742,19137,19138],{},[161,19139,19140],{},"Notify {name} about reschedule",[742,19142,15424],{},[727,19144,19145,19150,19155],{},[742,19146,19147,19148],{},"Moving with ",[161,19149,14967],{},[742,19151,19152],{},[161,19153,19154],{},"Notify client about the new time",[742,19156,15424],{},[146,19158,19159],{},"The two move boxes share one setting: if you untick one, it stays unticked next time until you tick it again.",[146,19161,19162],{},"A cancellation is news the client needs, so it's on. A \"you missed your appointment\" message often isn't wanted for a regular you'd rather call, so a no-show is off.",[150,19164,19166],{"id":19165},"cancel-without-telling-the-client","Cancel without telling the client",[176,19168,19169,19173,19177,19181,19186,19188],{},[179,19170,19172],{"id":19171},"start-the-cancellation","Start the cancellation",[146,19174,15123,19175,170],{},[161,19176,1070],{},[179,19178,19180],{"id":19179},"untick-the-box","Untick the box",[146,19182,19183,19184,170],{},"Untick ",[161,19185,15094],{},[179,19187,4439],{"id":15098},[146,19189,225,19190,19192],{},[161,19191,15103],{},". No cancellation email or text goes out.",[150,19194,19196],{"id":19195},"when-the-client-is-always-told","When the client is always told",[146,19198,19199,19200,19203],{},"If the cancellation or no-show takes the client's money, the box is ticked and locked, with ",[161,19201,19202],{},"Always sent: they were charged, so we have to tell them."," That happens when:",[155,19205,19206,19209],{},[158,19207,19208],{},"a late-cancellation or no-show fee is charged to their card, or",[158,19210,19211],{},"some or all of their deposit is kept.",[146,19213,19214],{},"In a group, it's decided guest by guest: a guest who was charged is told, while the others follow your choice.",[598,19216,19217],{},[146,19218,19219],{},"Unticking the box only stops the message to the client. The fee or deposit decision still happens, and the change is still recorded in the appointment's activity.",[150,19221,19223],{"id":19222},"what-counts-as-a-move","What counts as a move",[146,19225,19226],{},"Only a new start time sends a reschedule message. Making an appointment longer or shorter without moving its start sends nothing, though its reminders are re-timed. If a reschedule message can't be sent, for example because the client has no email, the confirmation says so.",[150,19228,306],{"id":305},[146,19230,13606,19231,19233],{},[161,19232,15241],{}," to see the change and who made it.",[150,19235,317],{"id":316},[179,19237,19239],{"id":19238},"the-client-got-a-message-even-though-i-unticked-the-box","The client got a message even though I unticked the box",[146,19241,19242],{},"They were charged a fee, or their deposit was kept. The box shows a lock when that applies.",[179,19244,19246],{"id":19245},"does-unticking-also-stop-the-text","Does unticking also stop the text?",[146,19248,19249],{},"Yes. A text for a booking change only goes out after its email, so stopping the email stops both.",[179,19251,19253],{"id":19252},"does-a-client-get-one-message-per-visit-when-i-cancel-a-series","Does a client get one message per visit when I cancel a series?",[146,19255,19256,19257,19259],{},"No. If ",[161,19258,15094],{}," is ticked, they get one cancellation message for the whole series.",[179,19261,19263],{"id":19262},"does-skipping-the-message-skip-the-fee-too","Does skipping the message skip the fee too?",[146,19265,19266,19267,170],{},"No. The fee and deposit are separate choices in the same dialog. See ",[166,19268,10015],{"href":5023},{"title":359,"searchDepth":23,"depth":23,"links":19270},[19271,19272,19277,19278,19279,19280],{"id":19061,"depth":23,"text":19062},{"id":19165,"depth":23,"text":19166,"children":19273},[19274,19275,19276],{"id":19171,"depth":33,"text":19172},{"id":19179,"depth":33,"text":19180},{"id":15098,"depth":33,"text":4439},{"id":19195,"depth":23,"text":19196},{"id":19222,"depth":23,"text":19223},{"id":305,"depth":23,"text":306},{"id":316,"depth":23,"text":317,"children":19281},[19282,19283,19284,19285],{"id":19238,"depth":33,"text":19239},{"id":19245,"depth":33,"text":19246},{"id":19252,"depth":33,"text":19253},{"id":19262,"depth":33,"text":19263},"Use the Let the client know box on cancellations, no-shows and moves, and see when Owneli tells the client anyway.","i-lucide-mail-question",[19289,19290,19291,19292,19293,19294],"cancel appointment without notifying client","let the client know checkbox","stop cancellation email","no show notification","reschedule email to client","why did the client get an email",{},[15338,5023,19297],"\u002Fhelp\u002Fcalendar\u002Fmanage-a-recurring-series",{"title":19053,"description":19286},"help\u002Fcalendar\u002Fchoose-what-the-client-is-told","5l7hpSIdCA7M4z9dniVRg6w7HQU3tUe4CNTC5LF5qEY",{"id":19302,"title":15830,"audience":7,"body":19303,"category":44,"description":19490,"draft":386,"extension":387,"icon":19491,"keywords":19492,"locale":11,"meta":19499,"navigation":398,"order":19045,"path":15829,"related":19500,"seo":19501,"sourceHash":402,"stem":19502,"translationReviewed":386,"updatedAt":9086,"__hash__":19503},"help\u002Fhelp\u002Fclients\u002Fsystem-emails.md",{"type":143,"value":19304,"toc":19473},[19305,19308,19310,19321,19325,19354,19358,19394,19416,19419,19424,19428,19434,19436,19446,19448,19452,19459,19463,19466,19470],[146,19306,19307],{},"System emails are the ones Owneli sends by itself: booking confirmations, reminders, receipts and more. Each has a set design with a few lines you can reword, so you change the voice without risking the facts.",[150,19309,153],{"id":152},[155,19311,19312],{},[158,19313,19314,19316,19317,19320],{},[161,19315,1421],{}," anyone who can manage email templates. The ",[161,19318,19319],{},"Account & security"," emails, such as sign-in and password messages, can only be edited by an owner, because a changed password email could be used for phishing.",[150,19322,19324],{"id":19323},"find-the-automatic-emails","Find the automatic emails",[146,19326,1936,19327,19329,19330,19332,19333,490,19335,490,19337,490,19340,490,19342,189,19344,19346,19347,470,19350,19353],{},[161,19328,15845],{}," and select the ",[161,19331,12749],{}," tab. They're grouped by what sends them: ",[161,19334,3710],{},[161,19336,6789],{},[161,19338,19339],{},"Lifecycle",[161,19341,59],{},[161,19343,15884],{},[161,19345,19319],{},". Each shows ",[161,19348,19349],{},"Customised",[161,19351,19352],{},"Default",", and you can filter by either.",[150,19355,19357],{"id":19356},"change-an-emails-wording","Change an email's wording",[176,19359,19360,19362,19365,19369,19375,19379,19385,19387],{},[179,19361,3052],{"id":3051},[146,19363,19364],{},"Select the email. The text you can change is on one side and a live preview on the other, for desktop or mobile.",[179,19366,19368],{"id":19367},"reword-the-text","Reword the text",[146,19370,19371,19372,19374],{},"Change the ",[161,19373,15861],{}," and each line of copy. Required lines can't be left empty.",[179,19376,19378],{"id":19377},"insert-details","Insert details",[146,19380,225,19381,19384],{},[161,19382,19383],{},"Insert"," to add details that fill themselves in, such as the client's name or the appointment time.",[179,19386,2019],{"id":2018},[146,19388,225,19389,19391,19392,170],{},[161,19390,3844],{},". The next email of that kind uses your wording, and it's marked ",[161,19393,19349],{},[721,19395,19396,19406],{},[724,19397,19398],{},[727,19399,19400,19403],{},[730,19401,19402],{},"You control",[730,19404,19405],{},"Owneli controls",[737,19407,19408],{},[727,19409,19410,19413],{},[742,19411,19412],{},"The words in each editable line, and where details such as the client's name go",[742,19414,19415],{},"The layout, your logo and colours, the booking or sale details, the links and buttons, and when it's sent",[146,19417,19418],{},"That split is on purpose: your voice, without a reminder that forgets to say when the appointment is.",[2888,19420,19421],{},[146,19422,19423],{},"Preview your booking confirmation and your 24-hour reminder at least once. They're the emails clients see most.",[150,19425,19427],{"id":19426},"go-back-to-the-original","Go back to the original",[146,19429,225,19430,19433],{},[161,19431,19432],{},"Reset to default"," and confirm. Your changes are discarded and the built-in wording is used again. This can't be undone.",[150,19435,306],{"id":305},[146,19437,19438,19439,19441,19442,19445],{},"The email shows ",[161,19440,19349],{}," in the list. ",[161,19443,19444],{},"Used by"," on the email's page shows what sends it.",[150,19447,317],{"id":316},[179,19449,19451],{"id":19450},"can-i-stop-a-system-email-being-sent","Can I stop a system email being sent?",[146,19453,19454,19455,189,19457,170],{},"The email's template doesn't decide that. Whether it sends depends on the feature that sends it, often an automation. See ",[166,19456,16556],{"href":11548},[166,19458,16628],{"href":16627},[179,19460,19462],{"id":19461},"i-changed-the-wording-but-an-email-went-out-with-the-old-text","I changed the wording but an email went out with the old text",[146,19464,19465],{},"Changes apply from the moment you save. Emails already sent keep what they said.",[179,19467,19469],{"id":19468},"i-cant-edit-a-security-email","I can't edit a security email",[146,19471,19472],{},"Only an owner can. Everyone else can preview it.",{"title":359,"searchDepth":23,"depth":23,"links":19474},[19475,19476,19477,19483,19484,19485],{"id":152,"depth":23,"text":153},{"id":19323,"depth":23,"text":19324},{"id":19356,"depth":23,"text":19357,"children":19478},[19479,19480,19481,19482],{"id":3051,"depth":33,"text":3052},{"id":19367,"depth":33,"text":19368},{"id":19377,"depth":33,"text":19378},{"id":2018,"depth":33,"text":2019},{"id":19426,"depth":23,"text":19427},{"id":305,"depth":23,"text":306},{"id":316,"depth":23,"text":317,"children":19486},[19487,19488,19489],{"id":19450,"depth":33,"text":19451},{"id":19461,"depth":33,"text":19462},{"id":19468,"depth":33,"text":19469},"See every automatic email Owneli sends, such as confirmations, receipts and reminders, and change their wording without breaking them.","i-lucide-mail-open",[19493,19494,19495,19496,19497,19498],"automatic emails","customise confirmation email","edit appointment reminder text","system email templates","receipt email wording","reset email to default",{},[16190,16627,11548],{"title":15830,"description":19490},"help\u002Fclients\u002Fsystem-emails","yQBIqIy7G3YVau0kiDFpGEaU5tRbf2QNFEUbqDBmTrA",{"id":19505,"title":19506,"audience":7,"body":19507,"category":14,"description":19796,"draft":386,"extension":387,"icon":11195,"keywords":19797,"locale":11,"meta":19804,"navigation":398,"order":19045,"path":19805,"related":19806,"seo":19807,"sourceHash":402,"stem":19808,"translationReviewed":386,"updatedAt":2935,"__hash__":19809},"help\u002Fhelp\u002Fgetting-started\u002Fsafe-switching-checklist.md","Switch systems without losing track of your clients",{"type":143,"value":19508,"toc":19777},[19509,19512,19514,19530,19534,19537,19607,19614,19618,19686,19690,19743,19745,19748,19750,19754,19757,19761,19764,19768],[146,19510,19511],{},"Make the switch in stages: preserve the old records, check the import, and try the new booking link before sharing it. Finish with one calendar your whole team uses and a clear plan for anything that did not transfer.",[150,19513,153],{"id":152},[155,19515,19516,19521,19524,19527],{},[158,19517,19518,19520],{},[161,19519,1421],{}," the owner or an admin who can manage settings.",[158,19522,19523],{},"Keep access to the old system until you have checked the records you need.",[158,19525,19526],{},"Choose a switch date and tell the team which system to use until then. Two calendars accepting bookings can create conflicts.",[158,19528,19529],{},"Keep an untouched copy of each export. Make corrections in a separate working copy.",[150,19531,19533],{"id":19532},"prepare-the-files","Prepare the files",[146,19535,19536],{},"Get detail exports with one row per record and the widest date range you need. A totals report or a PDF is useful for comparison, but is not an import file.",[721,19538,19539,19549],{},[724,19540,19541],{},[727,19542,19543,19546],{},[730,19544,19545],{},"Moving from",[730,19547,19548],{},"Start here",[737,19550,19551,19564,19578,19599],{},[727,19552,19553,19556],{},[742,19554,19555],{},"Fresha",[742,19557,19558,19559,10229,19561,19563],{},"Follow the report-by-report list in ",[166,19560,2228],{"href":2227},[161,19562,18014],{}," for sales.",[727,19565,19566,19569],{},[742,19567,19568],{},"Vagaro",[742,19570,19571,19572,170],{},"The business owner can export the customer list as Excel. Choose the spreadsheet, rather than PDF. See ",[166,19573,19577],{"href":19574,"rel":19575},"https:\u002F\u002Fsupport.vagaro.com\u002Fhc\u002Fen-us\u002Farticles\u002F360006371094-Export-Your-Customer-List",[19576],"nofollow","Vagaro's customer export guide",[727,19579,19580,19583],{},[742,19581,19582],{},"Square",[742,19584,19585,19586,19589,19590,19593,19594,170],{},"Export the customer directory from the dashboard's ",[161,19587,19588],{},"Import \u002F Export"," menu. Follow the ",[161,19591,19592],{},"Export customer data"," section in ",[166,19595,19598],{"href":19596,"rel":19597},"https:\u002F\u002Fsquareup.com\u002Fhelp\u002Fus\u002Fen\u002Farticle\u002F7871-export-card-on-file-to-third-party-payment-processors",[19576],"Square's export guide",[727,19600,19601,19604],{},[742,19602,19603],{},"GlossGenius or another system",[742,19605,19606],{},"Obtain a client spreadsheet and any separate history or balance files from your provider. Check what each file contains before uploading it.",[146,19608,19609,19610,19613],{},"Owneli accepts CSV, tab-separated files and Excel workbooks, with up to 15,000 rows per file. Select ",[161,19611,19612],{},"Generic CSV"," for a provider without its own source option. This is a file import; it does not keep the two systems in sync.",[150,19615,19617],{"id":19616},"check-the-switch","Check the switch",[176,19619,19620,19624,19633,19637,19651,19655,19660,19664,19667,19671,19679,19683],{},[179,19621,19623],{"id":19622},"preview-your-first-file","Preview your first file",[146,19625,2879,19626,19628,19629,19632],{},[161,19627,4985],{},". Upload the file and review the column mapping against its sample values. Use the ",[166,19630,19631],{"href":2227},"import guide"," for the exact controls and supported records.",[179,19634,19636],{"id":19635},"compare-the-dry-run","Compare the dry run",[146,19638,225,19639,19641,19642,490,19644,490,19646,189,19648,19650],{},[161,19640,18210],{},". Review ",[161,19643,16870],{},[161,19645,18157],{},[161,19647,18167],{},[161,19649,18177],{},", including the rows behind any warnings. Check email and SMS consent separately; having a contact address is not an opt-in.",[179,19652,19654],{"id":19653},"import-the-checked-records","Import the checked records",[146,19656,225,19657,19659],{},[161,19658,18214],{}," when the preview matches what you intend. Keep the result report with the source file. Create package and membership plans before importing balances that need to match those plans.",[179,19661,19663],{"id":19662},"check-individual-examples","Check individual examples",[146,19665,19666],{},"Open several imported clients and their upcoming appointments. Compare names, contact details, services, staff, location and start times with the old system. Check a gift card or package balance separately from sales totals.",[179,19668,19670],{"id":19669},"test-the-new-booking-link","Test the new booking link",[146,19672,19673,19674,19678],{},"Follow ",[166,19675,19677],{"href":19676},"\u002Fhelp\u002Fgetting-started\u002Ftest-your-booking-link-on-a-phone","Test your booking link on a phone",". Have the person covering reception check where the visit appears, as well as what the client sees.",[179,19680,19682],{"id":19681},"move-the-public-links","Move the public links",[146,19684,19685],{},"At your agreed switch time, update the booking links on your website, social profiles and any printed QR codes. Stop new bookings through the old system. Reconcile any appointments changed between the export and the switch before opening the day.",[150,19687,19689],{"id":19688},"plan-for-records-that-need-separate-handling","Plan for records that need separate handling",[721,19691,19692,19702],{},[724,19693,19694],{},[727,19695,19696,19699],{},[730,19697,19698],{},"Record",[730,19700,19701],{},"What to check before switching",[737,19703,19704,19712,19720,19727,19735],{},[727,19705,19706,19709],{},[742,19707,19708],{},"Forms, consents, photos and files",[742,19710,19711],{},"These do not transfer through this importer. Keep the originals and decide how your team will access them.",[727,19713,19714,19717],{},[742,19715,19716],{},"Saved cards",[742,19718,19719],{},"Card details do not move in a spreadsheet. Arrange payment details again through the payment flow.",[727,19721,19722,19724],{},[742,19723,1494],{},[742,19725,19726],{},"Imported memberships are records only: auto-renew is off, there is no next renewal date, and no redeemable credits are granted. Review billing separately.",[727,19728,19729,19732],{},[742,19730,19731],{},"Gift cards and packages",[742,19733,19734],{},"Check remaining value or sessions and expiry dates. These are balances owed to clients, not new sales.",[727,19736,19737,19740],{},[742,19738,19739],{},"Staff and services",[742,19741,19742],{},"Check working hours, locations, services, prices and durations. Imported records alone do not make every person bookable.",[150,19744,306],{"id":305},[146,19746,19747],{},"Your next appointments match the old calendar, checked balances match the source files, and your team can find the records they need. Your public links lead to the correct Owneli location. Keep the comparison files until your review is complete.",[150,19749,317],{"id":316},[179,19751,19753],{"id":19752},"the-number-imported-is-lower-than-the-spreadsheet","The number imported is lower than the spreadsheet",[146,19755,19756],{},"Read the result report before trying again. Matching existing records, skipped rows and several service rows becoming one appointment can change the count. Investigate any difference you cannot explain.",[179,19758,19760],{"id":19759},"a-newer-export-did-not-update-an-existing-appointment","A newer export did not update an existing appointment",[146,19762,19763],{},"Imports match existing records rather than overwriting changes already made in Owneli. Review changes made during the switch and correct the affected records deliberately.",[179,19765,19767],{"id":19766},"i-need-to-undo-the-import","I need to undo the import",[146,19769,19770,19772,19773,19776],{},[161,19771,18256],{}," deletes records that import created; it leaves matched records alone. It can be blocked when imported records are already in use. Read ",[166,19774,18251],{"href":19775},"\u002Fhelp\u002Fsettings\u002Fimport-your-data#undoing-an-import"," before confirming, because rollback cannot itself be undone.",{"title":359,"searchDepth":23,"depth":23,"links":19778},[19779,19780,19781,19789,19790,19791],{"id":152,"depth":23,"text":153},{"id":19532,"depth":23,"text":19533},{"id":19616,"depth":23,"text":19617,"children":19782},[19783,19784,19785,19786,19787,19788],{"id":19622,"depth":33,"text":19623},{"id":19635,"depth":33,"text":19636},{"id":19653,"depth":33,"text":19654},{"id":19662,"depth":33,"text":19663},{"id":19669,"depth":33,"text":19670},{"id":19681,"depth":33,"text":19682},{"id":19688,"depth":23,"text":19689},{"id":305,"depth":23,"text":306},{"id":316,"depth":23,"text":317,"children":19792},[19793,19794,19795],{"id":19752,"depth":33,"text":19753},{"id":19759,"depth":33,"text":19760},{"id":19766,"depth":33,"text":19767},"Check your files, balances and next appointments before moving your team and booking links to Owneli.",[19798,19799,19800,19801,19802,19803],"switch booking software","move from Vagaro","move from GlossGenius","move from Square","import client history","migration checklist",{},"\u002Fhelp\u002Fgetting-started\u002Fsafe-switching-checklist",[2227,19676,6684],{"title":19506,"description":19796},"help\u002Fgetting-started\u002Fsafe-switching-checklist","ngtkSyCwBzID-E1SqufnP-V08rCTnxW-HZffWuHxxOE",{"id":19811,"title":17337,"audience":7,"body":19812,"category":54,"description":21011,"draft":386,"extension":387,"icon":31,"keywords":21012,"locale":11,"meta":21023,"navigation":398,"order":19045,"path":17336,"related":21024,"seo":21025,"sourceHash":402,"stem":21026,"translationReviewed":386,"updatedAt":21027,"__hash__":21028},"help\u002Fhelp\u002Fretail\u002Fprinted-gift-cards.md",{"type":143,"value":19813,"toc":20962},[19814,19817,19826,19830,19893,19898,19900,19923,19927,19998,20002,20007,20011,20018,20022,20090,20093,20100,20105,20109,20112,20190,20199,20203,20206,20210,20215,20251,20260,20315,20326,20330,20338,20342,20399,20405,20412,20417,20421,20424,20544,20549,20553,20561,20564,20568,20571,20575,20578,20606,20609,20613,20616,20646,20652,20705,20708,20712,20716,20750,20754,20757,20802,20807,20809,20868,20877,20882,20884,20898,20909,20913,20917,20920,20924,20927,20931,20934,20938,20941,20945,20948,20952,20955,20959],[146,19815,19816],{},"A printed gift card works like the ones on a supermarket rack: the card itself is worth nothing. Owneli makes a unique number for every card, a print shop puts that number on your design, and the card only takes its value when a client buys it at your till. A card that walks out of the rack unpaid has nothing on it.",[554,19818,19823],{"alt":19819,"height":19820,"src":19821,"width":19822},"The back of a printed gift card: Demo Clinic and $50 in a brand-coloured band, CARD NUMBER with the number in large type, a QR code, a wide barcode, and two lines of small print saying the card has no value until it is activated and where to check the balance.",342,"\u002Fhelp\u002Fretail\u002Fprinted-gift-cards\u002Fcard-back.webp",522,[146,19824,19825],{},"The back of a card from the print file: the number in type, as a barcode for your scanner, and as a QR code for a camera.",[150,19827,19829],{"id":19828},"how-it-works","How it works",[721,19831,19832,19843],{},[724,19833,19834],{},[727,19835,19836,19838,19840],{},[730,19837,11014],{},[730,19839,11017],{},[730,19841,19842],{},"What happens",[737,19844,19845,19858,19869,19881],{},[727,19846,19847,19850,19855],{},[742,19848,19849],{},"1. Make a batch",[742,19851,19852],{},[161,19853,19854],{},"Retail → Gift cards sold → Printed cards",[742,19856,19857],{},"Owneli makes a unique number for every card. The cards are blank: no value, not owed to anyone.",[727,19859,19860,19863,19866],{},[742,19861,19862],{},"2. Print",[742,19864,19865],{},"Your card printer",[742,19867,19868],{},"You send the print file. The printer puts each number, barcode and QR code on its own card.",[727,19870,19871,19874,19878],{},[742,19872,19873],{},"3. Sell",[742,19875,19876],{},[161,19877,1425],{},[742,19879,19880],{},"You scan or type the card's number and take payment. The card holds the value from that moment.",[727,19882,19883,19886,19890],{},[742,19884,19885],{},"4. Spend",[742,19887,19888],{},[161,19889,1425],{},[742,19891,19892],{},"The holder pays with it like any gift card, and checks the balance online.",[146,19894,19895,19896,170],{},"Everything after the sale is the same as for a gift card sold by email: redeeming, refunds, voiding and the liability report. See ",[166,19897,4684],{"href":3270},[150,19899,153],{"id":152},[155,19901,19902,19911,19917],{},[158,19903,19904,19906,19907,19910],{},[161,19905,1421],{}," making a batch and downloading its print file need permission to manage revenue setup, and seeing the ",[161,19908,19909],{},"Stock"," tab needs permission to view it. Selling a card at the till needs point-of-sale permission. Voiding a lost card or a whole batch needs permission to void sales.",[158,19912,19913,19916],{},[161,19914,19915],{},"A scanner helps."," Any USB or Bluetooth barcode scanner that types like a keyboard works. A 2D scanner reads both the barcode and the QR code. Typing the number works too.",[158,19918,19919,19922],{},[161,19920,19921],{},"Leave time for printing."," Card printers usually need two to three weeks, so order well before the holidays.",[150,19924,19926],{"id":19925},"make-a-batch","Make a batch",[176,19928,19929,19933,19940,19944,19949,19953,19968,19972,19982,19986],{},[179,19930,19932],{"id":19931},"open-printed-cards","Open Printed cards",[146,19934,1936,19935,19937,19938,4699],{},[161,19936,17341],{}," and switch to ",[161,19939,17689],{},[179,19941,19943],{"id":19942},"start-a-batch","Start a batch",[146,19945,225,19946,170],{},[161,19947,19948],{},"New batch",[179,19950,19952],{"id":19951},"name-it-and-choose-how-many","Name it and choose how many",[146,19954,19955,19956,19959,19960,19963,19964,19967],{},"Give the batch a ",[161,19957,19958],{},"Batch name"," you'll recognise, such as ",[161,19961,19962],{},"Holiday 2026",". It's for you and isn't printed. Enter the ",[161,19965,19966],{},"Number of cards",", up to 1,000 per batch. Printers spoil a few, so make the batch slightly bigger than your order.",[179,19969,19971],{"id":19970},"fixed-value-or-any-amount","Fixed value or any amount",[146,19973,7456,19974,19977,19978,19981],{},[161,19975,19976],{},"Printed value"," empty for cards the till loads with whatever the client chooses. Enter a value, such as ",[161,19979,19980],{},"50",", for cards printed with that amount: every card in the batch then sells for exactly that, and the value appears on the card.",[179,19983,19985],{"id":19984},"say-where-the-box-is-going","Say where the box is going",[146,19987,7146,19988,19991,19992,19994,19995,170],{},[161,19989,19990],{},"Location holding the cards",", add any ",[161,19993,3462],{}," (the printer, the order number, where the box is kept), and select ",[161,19996,19997],{},"Create batch",[554,19999],{"alt":20000,"height":4148,"src":20001,"width":7882},"The New batch panel: Batch name Holiday 2026, Number of cards 200, Printed value $50, Location holding the cards Main, a note about the print shop and the back office, and Create batch at the bottom.","\u002Fhelp\u002Fretail\u002Fprinted-gift-cards\u002Fnew-batch.webp",[2888,20003,20004],{},[146,20005,20006],{},"Fixed or open? Fixed-value cards are quickest at the till and easiest to display, with one price on each rack. Open-value cards let a client choose the amount. You can have both: make one batch of each.",[150,20008,20010],{"id":20009},"download-the-print-file","Download the print file",[146,20012,20013,20014,20017],{},"As soon as the batch is created, Owneli offers its files. You'll find the same files later under ",[161,20015,20016],{},"Download"," on the batch.",[554,20019],{"alt":20020,"height":4148,"src":20021,"width":7882},"The batch just created: Your 200 card numbers are ready, with four downloads: Card backs with numbers (PDF), Card front (PDF), Proof sheet, 8 per page (PDF), and Numbers for the printer (CSV).","\u002Fhelp\u002Fretail\u002Fprinted-gift-cards\u002Fcreated.webp",[721,20023,20024,20037],{},[724,20025,20026],{},[727,20027,20028,20031,20034],{},[730,20029,20030],{},"File",[730,20032,20033],{},"What it is",[730,20035,20036],{},"Who it's for",[737,20038,20039,20051,20064,20077],{},[727,20040,20041,20046,20049],{},[742,20042,20043],{},[161,20044,20045],{},"Card backs with numbers (PDF)",[742,20047,20048],{},"One page per card, at card size with bleed: your name and brand colour, the number, a barcode and a QR code",[742,20050,19865],{},[727,20052,20053,20058,20061],{},[742,20054,20055],{},[161,20056,20057],{},"Card front (PDF)",[742,20059,20060],{},"One branded front for every card",[742,20062,20063],{},"Your printer, if you don't have your own front design",[727,20065,20066,20071,20074],{},[742,20067,20068],{},[161,20069,20070],{},"Proof sheet, 8 per page (PDF)",[742,20072,20073],{},"Eight cards at actual size on a Letter page, with crop marks",[742,20075,20076],{},"You: print it in the office to check the look and scan a few numbers",[727,20078,20079,20084,20087],{},[742,20080,20081],{},[161,20082,20083],{},"Numbers for the printer (CSV)",[742,20085,20086],{},"Every number, dashed and plain, in order",[742,20088,20089],{},"A printer that lays the numbers onto its own design",[146,20091,20092],{},"The words on the card are printed in the language Owneli is set to when you download, so switch the language first if your clients read French or Spanish.",[554,20094,20097],{"alt":20095,"height":19820,"src":20096,"width":19822},"The branded card front: Demo Clinic in large type on the brand colour, GIFT CARD at the bottom left and $50 at the bottom right.","\u002Fhelp\u002Fretail\u002Fprinted-gift-cards\u002Fcard-front.webp",[146,20098,20099],{},"The card front Owneli makes from your brand. Use your own artwork instead if you have it.",[3423,20101,20102],{},[146,20103,20104],{},"The print file holds every number in the box. The numbers are worthless until a card is sold, but treat the file like the box itself: send it only to your printer. Every download is recorded in your audit log.",[150,20106,20108],{"id":20107},"what-to-ask-the-print-shop-for","What to ask the print shop for",[146,20110,20111],{},"Send this list with the files. Any shop that prints plastic membership or gift cards can do it.",[721,20113,20114,20123],{},[724,20115,20116],{},[727,20117,20118,20121],{},[730,20119,20120],{},"Ask for",[730,20122,11020],{},[737,20124,20125,20136,20146,20159,20169,20180],{},[727,20126,20127,20133],{},[742,20128,20129,20132],{},[161,20130,20131],{},"CR80 size",", 85.6 × 54 mm (3.375 × 2.125 in)",[742,20134,20135],{},"The standard credit-card size, which fits wallets and card racks",[727,20137,20138,20143],{},[742,20139,20140],{},[161,20141,20142],{},"1\u002F8 in (3 mm) bleed",[742,20144,20145],{},"The file already includes it, so the colour runs to the edge after trimming",[727,20147,20148,20156],{},[742,20149,20150,263,20153],{},[161,20151,20152],{},"30 mil PVC plastic",[161,20154,20155],{},"16 pt or heavier card stock",[742,20157,20158],{},"Plastic feels like a bank card; heavy card stock is a cheaper paper option. A matte or laminated finish is fine.",[727,20160,20161,20166],{},[742,20162,20163],{},[161,20164,20165],{},"Variable data printing",[742,20167,20168],{},"Every card gets its own number, barcode and QR code from the file. Also called numbered or personalised printing.",[727,20170,20171,20177],{},[742,20172,20173,20176],{},[161,20174,20175],{},"Barcode and QR code in pure black on white"," (100% K)",[742,20178,20179],{},"Scanners need the contrast. Keep foil, glitter, spot gloss and magnetic stripes off them.",[727,20181,20182,20187],{},[742,20183,20184],{},[161,20185,20186],{},"A printed proof first",[742,20188,20189],{},"Scan two or three proof cards at your till before you approve the full run",[554,20191,20196],{"alt":20192,"height":20193,"src":20194,"width":20195},"The proof sheet: eight card backs at actual size on a Letter page, two across and four down, each with crop marks at its corners.",792,"\u002Fhelp\u002Fretail\u002Fprinted-gift-cards\u002Fproof-sheet.webp",612,[146,20197,20198],{},"The proof sheet. Print it on card stock at the office, cut one out, and scan it at the till: it should show as ready to activate.",[150,20200,20202],{"id":20201},"store-the-blanks","Store the blanks",[146,20204,20205],{},"Keep the box with the rest of your stock, and put out a handful at a time. A blank card has no value, so a card that goes missing from the rack costs only the printing. Even so, keep the box out of reach, because a stolen card that is later activated by mistake would carry real money.",[150,20207,20209],{"id":20208},"see-what-each-location-has-left","See what each location has left",[146,20211,9094,20212,20214],{},[161,20213,19909],{}," tab answers \"how many cards does Westside have left?\" at a glance.",[176,20216,20217,20221,20227,20231,20237,20241],{},[179,20218,20220],{"id":20219},"open-stock","Open Stock",[146,20222,1936,20223,9991,20225,170],{},[161,20224,19854],{},[161,20226,19909],{},[179,20228,20230],{"id":20229},"pick-the-locations","Pick the locations",[146,20232,20233,20234,20236],{},"Stock follows the location in the top bar. Choose one location to see its cards, or ",[161,20235,2082],{}," to compare them side by side. Whoever sees every location also sees the boxes that no location holds.",[179,20238,20240],{"id":20239},"read-the-counts","Read the counts",[146,20242,20243,20244,20246,20247,20250],{},"The three tiles add up every batch you can see. ",[161,20245,4896],{}," gives each location's totals, and ",[161,20248,20249],{},"By batch"," lists every box underneath with its location and value.",[554,20252,20257],{"alt":20253,"height":20254,"src":20255,"width":20256},"The Stock tab for all locations: 296 cards on hand, 34 sold and 0 voided; by location, Main has 294 on hand and 6 sold out of 300 printed, and Westside has 2 on hand and 28 sold out of 30, marked Running low; by batch, Spring 2027 at Main for $25.00 each, Front desk rack at Westside for any amount, and Holiday 2026 at Main for $50.00 each, each with a Void button.",624,"\u002Fhelp\u002Fretail\u002Fprinted-gift-cards\u002Fstock.webp",976,[146,20258,20259],{},"All locations at once: Westside's rack is nearly empty, so it's time to send a few cards over from Main.",[721,20261,20262,20271],{},[724,20263,20264],{},[727,20265,20266,20268],{},[730,20267,18137],{},[730,20269,20270],{},"What it counts",[737,20272,20273,20286,20296,20305],{},[727,20274,20275,20280],{},[742,20276,20277],{},[161,20278,20279],{},"On hand",[742,20281,20282,20283,170],{},"Blank cards ready to sell. A card waiting in a sale that isn't paid yet still counts here, and the batch says how many are ",[161,20284,20285],{},"in a sale",[727,20287,20288,20293],{},[742,20289,20290],{},[161,20291,20292],{},"Sold",[742,20294,20295],{},"Cards activated at the till, whatever has happened to them since",[727,20297,20298,20302],{},[742,20299,20300],{},[161,20301,5200],{},[742,20303,20304],{},"Blanks voided before anyone bought them",[727,20306,20307,20312],{},[742,20308,20309],{},[161,20310,20311],{},"Printed",[742,20313,20314],{},"Every card in the location's batches",[146,20316,20317,20318,20321,20322,20325],{},"On hand, sold and voided always add up to the cards printed. A location shows ",[161,20319,20320],{},"Running low"," when fewer than one in ten of its sold and unsold cards is still on hand, and ",[161,20323,20324],{},"None left"," when it has nothing to sell.",[554,20327],{"alt":20328,"height":545,"src":20329,"width":549,"frame":544},"The Stock tab on a phone: the On hand, Sold and Voided tiles, then By location as cards, Main with 294 on hand and Westside with 2 on hand marked Running low.","\u002Fhelp\u002Fretail\u002Fprinted-gift-cards\u002Fstock-phone.webp",[2453,20331,20332],{},[146,20333,20334,20335,20337],{},"Someone whose role is limited to one location sees only that location's stock and batches, even with ",[161,20336,2082],{}," chosen.",[150,20339,20341],{"id":20340},"sell-a-printed-card-at-the-till","Sell a printed card at the till",[176,20343,20344,20346,20356,20360,20367,20371,20378,20380,20386,20390],{},[179,20345,17368],{"id":17367},[146,20347,4334,20348,1486,20350,20352,20353,170],{},[161,20349,1485],{},[161,20351,1500],{},", then switch to ",[161,20354,20355],{},"Printed card",[179,20357,20359],{"id":20358},"scan-the-card","Scan the card",[146,20361,20362,20363,20366],{},"Scan the barcode or QR code on the back, or type the 12 characters into ",[161,20364,20365],{},"Card number",". Dashes and capitals don't matter.",[179,20368,20370],{"id":20369},"check-its-ready","Check it's ready",[146,20372,20373,20374,20377],{},"A blank card shows ",[161,20375,20376],{},"Blank card from Holiday 2026, ready to activate",". A card printed with a value shows that value, and the amount is set for you.",[179,20379,17378],{"id":17377},[146,20381,20382,20383,170],{},"For a card without a printed value, enter the ",[161,20384,20385],{},"Amount to load",[179,20387,20389],{"id":20388},"add-it-and-take-payment","Add it and take payment",[146,20391,225,20392,20394,20395,20398],{},[161,20393,11745],{},", for example ",[161,20396,20397],{},"Activate $50.00 card",", then take payment as usual. The card becomes active, with its value, the moment the sale is paid.",[554,20400],{"alt":20401,"height":20402,"src":20403,"width":20404},"The till's gift card form with Printed card selected: the card number 27PT-FMVV-2569, a green note saying Blank card from Holiday 2026, ready to activate, Printed with $50.00, and the Activate $50.00 card button.",486,"\u002Fhelp\u002Fretail\u002Fprinted-gift-cards\u002Ftill-ready.webp",460,[554,20406,20409],{"alt":20407,"height":545,"src":20408,"width":549,"frame":544},"The same form on a phone: Printed card selected, a blank card from the Open value cards batch ready to activate, Amount to load $75, and Activate $75.00 card.","\u002Fhelp\u002Fretail\u002Fprinted-gift-cards\u002Ftill-phone.webp",[146,20410,20411],{},"On a phone or tablet till, the form is the same. Type the amount the client chose for an open-value card.",[2453,20413,20414],{},[146,20415,20416],{},"Nothing is emailed for a printed card: the client walks out holding it. The sale's receipt shows the last four characters of the card number, not the whole number.",[150,20418,20420],{"id":20419},"when-the-till-refuses-a-card","When the till refuses a card",[146,20422,20423],{},"The till checks the card the moment it's scanned, before any money is taken, and says why it won't sell it.",[721,20425,20426,20439],{},[724,20427,20428],{},[727,20429,20430,20433,20436],{},[730,20431,20432],{},"The till says",[730,20434,20435],{},"What it means",[730,20437,20438],{},"What to do",[737,20440,20441,20454,20467,20480,20493,20505,20518,20531],{},[727,20442,20443,20448,20451],{},[742,20444,20445],{},[161,20446,20447],{},"That card is already active with $50.00 on it. It cannot be sold again.",[742,20449,20450],{},"Someone already bought this card",[742,20452,20453],{},"Hand it back to its owner, or take another card from the rack",[727,20455,20456,20461,20464],{},[742,20457,20458],{},[161,20459,20460],{},"That card is in another sale that has not finished.",[742,20462,20463],{},"Another till, or an earlier sale at yours, has this card in its cart",[742,20465,20466],{},"Finish or void that sale, or remove the card from it",[727,20468,20469,20474,20477],{},[742,20470,20471],{},[161,20472,20473],{},"That card was just sold in another sale.",[742,20475,20476],{},"Another till has just been paid for it",[742,20478,20479],{},"Take another card",[727,20481,20482,20487,20490],{},[742,20483,20484],{},[161,20485,20486],{},"That card was voided and cannot be sold.",[742,20488,20489],{},"It was reported lost or damaged",[742,20491,20492],{},"Take another card, and put the voided one aside",[727,20494,20495,20500,20503],{},[742,20496,20497],{},[161,20498,20499],{},"That card was already sold and used.",[742,20501,20502],{},"It has been spent down to nothing",[742,20504,20479],{},[727,20506,20507,20512,20515],{},[742,20508,20509],{},[161,20510,20511],{},"That is a digital gift card.",[742,20513,20514],{},"The number belongs to a card sent by email",[742,20516,20517],{},"To sell a printed card, scan one from the rack",[727,20519,20520,20525,20528],{},[742,20521,20522],{},[161,20523,20524],{},"No printed card has that number.",[742,20526,20527],{},"A typing slip, or a card from another business",[742,20529,20530],{},"Check the number and try again",[727,20532,20533,20538,20541],{},[742,20534,20535],{},[161,20536,20537],{},"This card is printed with $50.00 and sells for exactly that.",[742,20539,20540],{},"The amount was changed on a fixed-value card",[742,20542,20543],{},"Sell it at its printed value",[554,20545],{"alt":20546,"height":20547,"src":20548,"width":20404},"The till refusing a card: the card number field outlined in red, and the message That card is already active with $50.00 on it. It cannot be sold again.",413,"\u002Fhelp\u002Fretail\u002Fprinted-gift-cards\u002Ftill-refused.webp",[150,20550,20552],{"id":20551},"redeem-a-card-and-check-the-balance","Redeem a card and check the balance",[146,20554,20555,20556,20558,20559,170],{},"A sold printed card is spent at checkout like any gift card: choose ",[161,20557,1500],{}," as the payment method and scan or type the number. A card can pay part of a bill, and the rest goes on another payment method. See ",[166,20560,12297],{"href":1726},[146,20562,20563],{},"The holder checks what's left by entering the number on your booking site, or on the balance page printed on the card. It shows the balance and every time the card was used.",[554,20565],{"alt":20566,"height":545,"src":20567,"width":549,"frame":544},"The gift card balance page on a phone for a sold printed card: ACTIVE, an available balance of $75.00 with $0.00 used, Book at Demo Clinic, redeemable at Demo Clinic, and the activity line Issued +$75.00.","\u002Fhelp\u002Fretail\u002Fprinted-gift-cards\u002Fbalance-phone.webp",[146,20569,20570],{},"An unsold card can't pay for anything, and the balance page answers its number exactly as it would a number that doesn't exist. So nobody can use the page to find out which numbers are real cards waiting on your rack.",[150,20572,20574],{"id":20573},"lost-stolen-or-damaged-blanks","Lost, stolen or damaged blanks",[146,20576,20577],{},"Void a blank that's lost, stolen or damaged, so it can never be sold. For one card:",[176,20579,20580,20584,20595,20599],{},[179,20581,20583],{"id":20582},"find-the-card","Find the card",[146,20585,1936,20586,20588,20589,20591,20592,20594],{},[161,20587,17341],{},", stay on ",[161,20590,17685],{},", and set the status filter to ",[161,20593,17832],{},". Search for its number.",[179,20596,20598],{"id":20597},"void-it","Void it",[146,20600,20601,20602,20605],{},"Open the row's menu and choose ",[161,20603,20604],{},"Void",", then confirm.",[146,20607,20608],{},"A blank that's sitting in an unfinished sale can't be voided until it's removed from that sale. A voided number is never reused, by you or any other business.",[179,20610,20612],{"id":20611},"a-whole-box-void-the-batch","A whole box: void the batch",[146,20614,20615],{},"When a box goes missing, is stolen, or comes back misprinted, void every blank left in it at once:",[176,20617,20618,20622,20629,20633,20636,20640],{},[179,20619,20621],{"id":20620},"find-the-batch","Find the batch",[146,20623,426,20624,20626,20627,170],{},[161,20625,19909],{},", find the box under ",[161,20628,20249],{},[179,20630,20632],{"id":20631},"choose-void","Choose Void",[146,20634,20635],{},"The confirmation says how many blank cards will be voided and how many cards already sold keep working.",[179,20637,20639],{"id":20638},"type-the-batch-name","Type the batch name",[146,20641,20642,20643,170],{},"Type the batch's name to confirm, then choose ",[161,20644,20645],{},"Void blank cards",[554,20647],{"alt":20648,"height":20649,"src":20650,"width":20651},"Void the blank cards in Holiday 2026? The confirmation says 194 blank cards will be voided and 6 cards already sold keep working, with the batch name typed into Type the batch name to confirm and the Void blank cards button.",392,"\u002Fhelp\u002Fretail\u002Fprinted-gift-cards\u002Fvoid-batch.webp",448,[721,20653,20654,20663],{},[724,20655,20656],{},[727,20657,20658,20661],{},[730,20659,20660],{},"After the void",[730,20662,19842],{},[737,20664,20665,20675,20685,20695],{},[727,20666,20667,20672],{},[742,20668,20669],{},[161,20670,20671],{},"Blank cards from the batch",[742,20673,20674],{},"Voided. The till refuses them and the balance page answers as if they don't exist.",[727,20676,20677,20682],{},[742,20678,20679],{},[161,20680,20681],{},"Cards already sold from it",[742,20683,20684],{},"Keep working: they can be spent, checked online and refunded as before",[727,20686,20687,20692],{},[742,20688,20689],{},[161,20690,20691],{},"A card in a sale that isn't paid yet",[742,20693,20694],{},"Left for that sale. If the sale is paid the card activates as normal. If it's cancelled, void the batch again to catch it.",[727,20696,20697,20702],{},[742,20698,20699],{},[161,20700,20701],{},"What you owe",[742,20703,20704],{},"Unchanged. Blanks were never counted.",[146,20706,20707],{},"Voiding a batch is recorded in the audit log, with who did it and how many cards it voided. Voiding a lost card or a whole batch needs permission to void sales, and someone limited to one location can only void that location's batches.",[554,20709],{"alt":20710,"height":5141,"src":20711,"width":5143},"The Gift cards sold list filtered to Not sold yet: printed cards with no purchaser or recipient, the status Not sold yet, no original value and a balance of $0.00.","\u002Fhelp\u002Fretail\u002Fprinted-gift-cards\u002Funsold.webp",[150,20713,20715],{"id":20714},"refunds","Refunds",[721,20717,20718,20728],{},[724,20719,20720],{},[727,20721,20722,20725],{},[730,20723,20724],{},"You refund",[730,20726,20727],{},"What happens to the card",[737,20729,20730,20740],{},[727,20731,20732,20737],{},[742,20733,20734],{},[161,20735,20736],{},"The sale of the card",[742,20738,20739],{},"Refund it in full, and only while nothing has been spent from the card. The card is then voided, so the money can't be both refunded and spent, and it can't go back on the rack.",[727,20741,20742,20747],{},[742,20743,20744],{},[161,20745,20746],{},"Something paid for with the card",[742,20748,20749],{},"The value goes back onto the card",[150,20751,20753],{"id":20752},"liability-blanks-dont-count","Liability: blanks don't count",[146,20755,20756],{},"Money taken for a gift card is owed to the holder until it's spent. A printed card only starts counting the moment it's sold, so 500 blank cards in a box add nothing to what you owe, and nor does a card sitting in a sale that hasn't been paid.",[721,20758,20759,20772],{},[724,20760,20761],{},[727,20762,20763,20766],{},[730,20764,20765],{},"The card is",[730,20767,20768,20769,20771],{},"Counted in ",[161,20770,17848],{},"?",[737,20773,20774,20781,20788,20795],{},[727,20775,20776,20779],{},[742,20777,20778],{},"Blank, in the box or on the rack",[742,20780,19106],{},[727,20782,20783,20786],{},[742,20784,20785],{},"In a sale that isn't paid yet",[742,20787,19106],{},[727,20789,20790,20792],{},[742,20791,20292],{},[742,20793,20794],{},"Yes, its remaining balance",[727,20796,20797,20800],{},[742,20798,20799],{},"Used up or voided",[742,20801,19106],{},[146,20803,20804,20805,170],{},"The liability belongs to the location that sold the card, wherever the box was sent. See ",[166,20806,17908],{"href":8482},[150,20808,17776],{"id":17775},[721,20810,20811,20819],{},[724,20812,20813],{},[727,20814,20815,20817],{},[730,20816,4922],{},[730,20818,1026],{},[737,20820,20821,20830,20842,20851,20859],{},[727,20822,20823,20827],{},[742,20824,20825],{},[161,20826,17832],{},[742,20828,20829],{},"A blank card from a batch. No value. Shown only when you filter for it.",[727,20831,20832,20837],{},[742,20833,20834],{},[161,20835,20836],{},"In a sale",[742,20838,20839,20840,4913],{},"Added to a sale that isn't paid yet. Another till can't sell it. Shown as ",[161,20841,17832],{},[727,20843,20844,20848],{},[742,20845,20846],{},[161,20847,4956],{},[742,20849,20850],{},"Sold. Has a balance and can be spent.",[727,20852,20853,20857],{},[742,20854,20855],{},[161,20856,17804],{},[742,20858,17807],{},[727,20860,20861,20865],{},[742,20862,20863],{},[161,20864,5200],{},[742,20866,20867],{},"Lost, stolen or damaged before it was sold (on its own or with its whole batch), or its sale was refunded",[146,20869,20870,20871,20873,20874,20876],{},"Each batch on ",[161,20872,17689],{}," shows how many of its cards are sold, how many are still blank, and how many were voided before anyone bought them. ",[161,20875,19909],{}," adds them up per location.",[554,20878],{"alt":20879,"height":20880,"src":20881,"width":1612},"The Holiday 2026 batch: 200 cards at $50.00 each for Main, a progress bar, and 1 sold, 199 not sold yet, created Oct 18, 2026 by Julian Mercer, with a Download button.",159,"\u002Fhelp\u002Fretail\u002Fprinted-gift-cards\u002Fbatch.webp",[150,20883,306],{"id":305},[146,20885,20886,20887,20889,20890,20892,20893,1473,20895,20897],{},"After a sale, the card shows ",[161,20888,4956],{}," with its value in ",[161,20891,17341],{},", and its batch shows one more sold. ",[161,20894,17848],{},[161,20896,17851],{}," has gone up by the card's value.",[146,20899,20900,20901,20903,20904,2988,20906,20908],{},"After voiding a batch, ",[161,20902,19909],{}," shows it with nothing on hand and its blanks under ",[161,20905,5200],{},[161,20907,17848],{}," hasn't moved.",[150,20910,20912],{"id":20911},"faq","FAQ",[179,20914,20916],{"id":20915},"can-a-client-top-up-a-printed-card","Can a client top up a printed card?",[146,20918,20919],{},"Not yet. Sell them another card.",[179,20921,20923],{"id":20922},"can-i-sell-a-card-from-one-locations-box-at-another-location","Can I sell a card from one location's box at another location?",[146,20925,20926],{},"Yes. The batch's location records where the box went. The card can be sold at any of your locations, and its liability belongs to the location that sold it.",[179,20928,20930],{"id":20929},"do-printed-cards-expire","Do printed cards expire?",[146,20932,20933],{},"No. Like every gift card sold in Owneli, they have no expiry date.",[179,20935,20937],{"id":20936},"can-i-use-cards-a-printer-has-already-numbered","Can I use cards a printer has already numbered?",[146,20939,20940],{},"Not yet. Owneli makes the numbers, so each one is unique and print-safe: 12 characters without the easily confused I, O, 0 and 1.",[179,20942,20944],{"id":20943},"do-i-need-a-barcode-scanner","Do I need a barcode scanner?",[146,20946,20947],{},"No. Typing the 12 characters works the same way. A scanner is just faster at a busy till.",[179,20949,20951],{"id":20950},"what-if-i-sell-a-printed-card-by-mistake","What if I sell a printed card by mistake?",[146,20953,20954],{},"Refund the sale before the card is used, and the card is voided. Then sell the right card.",[179,20956,20958],{"id":20957},"a-box-went-missing-after-wed-sold-a-few-what-happens-to-those","A box went missing after we'd sold a few. What happens to those?",[146,20960,20961],{},"Nothing. Void the batch: the cards already sold keep their balance and keep working, and only the blanks left in the box are voided.",{"title":359,"searchDepth":23,"depth":23,"links":20963},[20964,20965,20966,20973,20974,20975,20976,20981,20988,20989,20990,20998,20999,21000,21001,21002],{"id":19828,"depth":23,"text":19829},{"id":152,"depth":23,"text":153},{"id":19925,"depth":23,"text":19926,"children":20967},[20968,20969,20970,20971,20972],{"id":19931,"depth":33,"text":19932},{"id":19942,"depth":33,"text":19943},{"id":19951,"depth":33,"text":19952},{"id":19970,"depth":33,"text":19971},{"id":19984,"depth":33,"text":19985},{"id":20009,"depth":23,"text":20010},{"id":20107,"depth":23,"text":20108},{"id":20201,"depth":23,"text":20202},{"id":20208,"depth":23,"text":20209,"children":20977},[20978,20979,20980],{"id":20219,"depth":33,"text":20220},{"id":20229,"depth":33,"text":20230},{"id":20239,"depth":33,"text":20240},{"id":20340,"depth":23,"text":20341,"children":20982},[20983,20984,20985,20986,20987],{"id":17367,"depth":33,"text":17368},{"id":20358,"depth":33,"text":20359},{"id":20369,"depth":33,"text":20370},{"id":17377,"depth":33,"text":17378},{"id":20388,"depth":33,"text":20389},{"id":20419,"depth":23,"text":20420},{"id":20551,"depth":23,"text":20552},{"id":20573,"depth":23,"text":20574,"children":20991},[20992,20993,20994,20995,20996,20997],{"id":20582,"depth":33,"text":20583},{"id":20597,"depth":33,"text":20598},{"id":20611,"depth":33,"text":20612},{"id":20620,"depth":33,"text":20621},{"id":20631,"depth":33,"text":20632},{"id":20638,"depth":33,"text":20639},{"id":20714,"depth":23,"text":20715},{"id":20752,"depth":23,"text":20753},{"id":17775,"depth":23,"text":17776},{"id":305,"depth":23,"text":306},{"id":20911,"depth":23,"text":20912,"children":21003},[21004,21005,21006,21007,21008,21009,21010],{"id":20915,"depth":33,"text":20916},{"id":20922,"depth":33,"text":20923},{"id":20929,"depth":33,"text":20930},{"id":20936,"depth":33,"text":20937},{"id":20943,"depth":33,"text":20944},{"id":20950,"depth":33,"text":20951},{"id":20957,"depth":33,"text":20958},"Make a batch of card numbers, send the print file to a card printer, and activate each printed card at the till when a client buys it.",[21013,21014,21015,21016,21017,21018,21019,21020,21021,21022],"printed gift cards","physical gift cards","plastic gift cards","activate a gift card at the till","gift card print file","gift card barcode","sell gift cards in store","holiday gift cards","card stock by location","void a batch of printed cards",{},[3270,8482,1726],{"title":17337,"description":21011},"help\u002Fretail\u002Fprinted-gift-cards","2026-10-19","8Awt01p9r8O-P3llYGOxh6bQiLlp6N8eQ61b6MybnWc",{"id":21030,"title":18801,"audience":7,"body":21031,"category":104,"description":21376,"draft":386,"extension":387,"icon":7069,"keywords":21377,"locale":11,"meta":21386,"navigation":398,"order":21387,"path":18800,"related":21388,"seo":21390,"sourceHash":402,"stem":21391,"translationReviewed":386,"updatedAt":2935,"__hash__":21392},"help\u002Fhelp\u002Faccount\u002Fyour-profile-and-notification-preferences.md",{"type":143,"value":21032,"toc":21353},[21033,21042,21097,21099,21107,21111,21141,21145,21181,21185,21211,21215,21221,21224,21230,21272,21279,21283,21295,21304,21313,21315,21321,21323,21327,21336,21340,21343,21347],[146,21034,21035,21036,21038,21039,21041],{},"Your details are in two places. ",[161,21037,2789],{}," holds your personal and emergency details. ",[161,21040,14281],{}," holds how you appear to others, your email signature, and your password and two-factor sign-in.",[721,21043,21044,21053],{},[724,21045,21046],{},[727,21047,21048,21051],{},[730,21049,21050],{},"Page",[730,21052,3689],{},[737,21054,21055,21079],{},[727,21056,21057,21062],{},[742,21058,21059,21061],{},[161,21060,2789],{}," (from your account menu)",[742,21063,21064,490,21067,490,21070,490,21073,490,21075,21078],{},[161,21065,21066],{},"Full legal name",[161,21068,21069],{},"Preferred name",[161,21071,21072],{},"Date of birth",[161,21074,496],{},[161,21076,21077],{},"Video meeting link",", home address, emergency contact, your saved signature, and your job details (read only)",[727,21080,21081,21085],{},[742,21082,21083],{},[161,21084,14281],{},[742,21086,21087,21089,21090,490,21093,189,21095],{},[161,21088,3837],{},", your ",[161,21091,21092],{},"Email signature",[161,21094,192],{},[161,21096,14318],{},[150,21098,153],{"id":152},[155,21100,21101],{},[158,21102,21103,21106],{},[161,21104,21105],{},"Some fields are locked."," Once you've finished onboarding, only the owner can change your legal name and phone, because they feed payroll and records. You can ask for a change.",[150,21108,21110],{"id":21109},"update-your-personal-details","Update your personal details",[176,21112,21113,21117,21122,21126,21132,21134],{},[179,21114,21116],{"id":21115},"open-my-profile","Open My profile",[146,21118,21119,21120,170],{},"Open your account menu (your name or picture) and choose ",[161,21121,2789],{},[179,21123,21125],{"id":21124},"change-what-you-need","Change what you need",[146,21127,21128,21129,21131],{},"Update your preferred name, date of birth, home address, emergency contact or ",[161,21130,21077],{}," (used for video appointments without a link of their own).",[179,21133,2019],{"id":2018},[146,21135,225,21136,7176,21138,170],{},[161,21137,3844],{},[161,21139,21140],{},"Profile saved",[150,21142,21144],{"id":21143},"ask-to-change-your-name-or-phone","Ask to change your name or phone",[176,21146,21147,21151,21161,21165,21171,21175],{},[179,21148,21150],{"id":21149},"start-the-request","Start the request",[146,21152,426,21153,1486,21155,470,21158,170],{},[161,21154,2789],{},[161,21156,21157],{},"Request a name change from the owner",[161,21159,21160],{},"Request a phone change from the owner",[179,21162,21164],{"id":21163},"enter-the-new-value","Enter the new value",[146,21166,21167,21168,170],{},"Type it, add a note if you like, and select ",[161,21169,21170],{},"Send request",[179,21172,21174],{"id":21173},"wait-for-the-owner","Wait for the owner",[146,21176,309,21177,21180],{},[161,21178,21179],{},"Request sent to the owner",". They review and apply it; you carry on as normal.",[150,21182,21184],{"id":21183},"your-email-signature","Your email signature",[146,21186,1203,21187,21189,21190,7589,21192,490,21194,490,21197,490,21199,15862,21202,2079,21205,21207,21208,21210],{},[161,21188,14281],{},", fill in ",[161,21191,21092],{},[161,21193,4016],{},[161,21195,21196],{},"Title \u002F Role",[161,21198,496],{},[161,21200,21201],{},"Website",[161,21203,21204],{},"Photo URL",[161,21206,7416],{}," shows how it looks. Select ",[161,21209,3844],{}," in the bar at the bottom. It's added to emails you send clients from Owneli.",[150,21212,21214],{"id":21213},"your-saved-signature","Your saved signature",[146,21216,21217,21218,21220],{},"After you sign a form or policy, your drawn signature is kept on ",[161,21219,2789],{}," so future sign-offs take one tap. Remove it any time and draw a new one next time.",[150,21222,1999],{"id":21223},"notifications",[146,21225,21226,21227,170],{},"Notifications arrive in the bell in the top bar: bookings, approvals and anything that needs you. You can show ",[161,21228,21229],{},"Unread only",[146,21231,21232,21233,1469,21235,21238,21239,470,21242,21245,21246,490,21249,189,21252,21254,21255,21258,21259,21262,21263,21265,21266,11455,21269,21271],{},"To choose what reaches you, open ",[161,21234,2789],{},[161,21236,21237],{},"Open My notifications",", or use the settings button in the bell. Each kind of notification, such as ",[161,21240,21241],{},"New bookings",[161,21243,21244],{},"Client messages",", has its own ",[161,21247,21248],{},"In app",[161,21250,21251],{},"Push",[161,21253,493],{}," switches. Under ",[161,21256,21257],{},"How you hear",", you can keep only the alerts about your own clients and appointments (",[161,21260,21261],{},"Only mine","), choose which ",[161,21264,10965],{}," reach you, turn on ",[161,21267,21268],{},"Push on this device",[161,21270,16874],{}," when your phone stays silent.",[146,21273,21274,21275,21278],{},"These choices are yours alone and change nothing for your team. Security alerts are ",[161,21276,21277],{},"Always on",", and the bell always shows your own appointments.",[150,21280,21282],{"id":21281},"ask-to-delete-your-owneli-account","Ask to delete your Owneli account",[146,21284,426,21285,3898,21287,1486,21289,21291,21292,21294],{},[161,21286,2789],{},[161,21288,3901],{},[161,21290,3904],{},", type your email to confirm, and select ",[161,21293,3908],{},". Owneli reviews every request before removing an account, and aims to finish within 30 days. Asking doesn't sign you out or change your place in the business.",[146,21296,21297,21298,21300,21301,21303],{},"Your requests are listed under ",[161,21299,3917],{}," with their status, and ",[161,21302,3921],{}," works until the review starts.",[2453,21305,21306],{},[146,21307,21308,21309,21312],{},"Leaving a job is different. Your employer archives you in their business and keeps your pay and appointment history; your Owneli account stays. Closing a whole business is separate too: its active owner uses ",[161,21310,21311],{},"Request business closure"," in the same section, and Owneli reviews ownership, billing, balances and record retention first.",[150,21314,306],{"id":305},[146,21316,21317,21318,21320],{},"Your changes show on ",[161,21319,2789],{}," after saving, and your email signature appears in the next email you send.",[150,21322,317],{"id":316},[179,21324,21326],{"id":21325},"how-do-i-change-my-password","How do I change my password?",[146,21328,1203,21329,1486,21331,21333,21334,170],{},[161,21330,14281],{},[161,21332,18948],{},". You're emailed a one-time link. See ",[166,21335,141],{"href":399},[179,21337,21339],{"id":21338},"can-i-change-my-sign-in-email","Can I change my sign-in email?",[146,21341,21342],{},"Not yourself. Contact Owneli support to change your email address.",[179,21344,21346],{"id":21345},"who-sets-my-job-title-and-holiday-allowance","Who sets my job title and holiday allowance?",[146,21348,21349,21350,21352],{},"An admin. They're shown on ",[161,21351,2789],{}," but you can't edit them.",{"title":359,"searchDepth":23,"depth":23,"links":21354},[21355,21356,21361,21366,21367,21368,21369,21370,21371],{"id":152,"depth":23,"text":153},{"id":21109,"depth":23,"text":21110,"children":21357},[21358,21359,21360],{"id":21115,"depth":33,"text":21116},{"id":21124,"depth":33,"text":21125},{"id":2018,"depth":33,"text":2019},{"id":21143,"depth":23,"text":21144,"children":21362},[21363,21364,21365],{"id":21149,"depth":33,"text":21150},{"id":21163,"depth":33,"text":21164},{"id":21173,"depth":33,"text":21174},{"id":21183,"depth":23,"text":21184},{"id":21213,"depth":23,"text":21214},{"id":21223,"depth":23,"text":1999},{"id":21281,"depth":23,"text":21282},{"id":305,"depth":23,"text":306},{"id":316,"depth":23,"text":317,"children":21372},[21373,21374,21375],{"id":21325,"depth":33,"text":21326},{"id":21338,"depth":33,"text":21339},{"id":21345,"depth":33,"text":21346},"Update your personal details, ask the owner to change your legal name or phone, set your email signature and choose your notifications.",[21378,21379,21380,21381,21382,21383,16963,21384,21385],"update my profile","change my name","change phone number","email signature","emergency contact","notification settings","turn off notifications","delete my account",{},40,[206,21389],"\u002Fhelp\u002Faccount\u002Fwork-in-your-language",{"title":18801,"description":21376},"help\u002Faccount\u002Fyour-profile-and-notification-preferences","WT6givmdEW1rNbVat7j_uUZJXx3-Y4gf4zp5_L9ne18",{"id":21394,"title":641,"audience":120,"body":21395,"category":125,"description":21549,"draft":386,"extension":387,"icon":31,"keywords":21550,"locale":11,"meta":21557,"navigation":398,"order":21387,"path":640,"related":21558,"seo":21559,"sourceHash":402,"stem":21560,"translationReviewed":386,"updatedAt":404,"__hash__":21561},"help\u002Fhelp\u002Fbook-online\u002Fadd-or-update-your-card.md",{"type":143,"value":21396,"toc":21534},[21397,21400,21404,21434,21437,21442,21446,21449,21486,21489,21493,21503,21505,21511,21513,21517,21520,21524,21527,21531],[146,21398,21399],{},"Some businesses keep a card on file to protect their appointments from no-shows. It isn't charged when you add it. Rather than taking your number over the phone, they send you a secure link to enter it yourself, so the business never sees the number.",[150,21401,21403],{"id":21402},"add-your-card-from-the-link","Add your card from the link",[176,21405,21406,21408,21411,21415,21424,21426],{},[179,21407,9326],{"id":9325},[146,21409,21410],{},"Open the link the business sent you by email or text. It's addressed to you and needs no password or account.",[179,21412,21414],{"id":21413},"enter-your-card","Enter your card",[146,21416,426,21417,9601,21420,21423],{},[161,21418,21419],{},"Add a card to your file",[161,21421,21422],{},"Your card details",". The form is provided by the payment processor, Stripe, and your number goes straight to them.",[179,21425,9204],{"id":9203},[146,21427,522,21428,7176,21431,21433],{},[161,21429,21430],{},"Save card",[161,21432,12037],{},", and you can close the page.",[146,21435,21436],{},"The business only sees the card type, the last four digits and the expiry date.",[598,21438,21439],{},[146,21440,21441],{},"The link is yours alone. Don't share it.",[150,21443,21445],{"id":21444},"what-the-card-can-be-charged-for","What the card can be charged for",[146,21447,21448],{},"Only what the business told you when you booked:",[721,21450,21451,21460],{},[724,21452,21453],{},[727,21454,21455,21457],{},[730,21456,1623],{},[730,21458,21459],{},"When",[737,21461,21462,21470,21478],{},[727,21463,21464,21467],{},[742,21465,21466],{},"A late-cancellation or no-show fee",[742,21468,21469],{},"Under the policy shown when you booked",[727,21471,21472,21475],{},[742,21473,21474],{},"A deposit",[742,21476,21477],{},"If one was needed to confirm your booking",[727,21479,21480,21483],{},[742,21481,21482],{},"A membership renewal",[742,21484,21485],{},"If you joined a plan that renews",[146,21487,21488],{},"Those terms are shown before you confirm a booking. That's the time to read them and ask questions. If a fee is ever charged, you get an email saying how much, to which card and when.",[150,21490,21492],{"id":21491},"change-or-remove-your-card","Change or remove your card",[146,21494,21495,21496,21498,21499,21502],{},"If the business offers you an account, sign in and open ",[161,21497,3766],{}," to add or remove cards. A removed card is deleted at the payment processor too, so it can't be charged again. See ",[166,21500,21501],{"href":12018},"Saved cards and payment security",". No account? Ask the business to send a new card link.",[150,21504,306],{"id":305},[146,21506,21507,21508,21510],{},"The page says ",[161,21509,12037],{},". If you open the link again, it says a card was already added.",[150,21512,317],{"id":316},[179,21514,21516],{"id":21515},"this-link-has-expired","\"This link has expired\"",[146,21518,21519],{},"Card links work for 7 days. Ask the business to send a new one.",[179,21521,21523],{"id":21522},"link-not-found","\"Link not found\"",[146,21525,21526],{},"The business has sent you a newer link since. Use the latest one, or ask them for a fresh link.",[179,21528,21530],{"id":21529},"can-i-read-my-card-number-over-the-phone-instead","Can I read my card number over the phone instead?",[146,21532,21533],{},"The team has nowhere to type it in. The link is the only way, and the safer one.",{"title":359,"searchDepth":23,"depth":23,"links":21535},[21536,21541,21542,21543,21544],{"id":21402,"depth":23,"text":21403,"children":21537},[21538,21539,21540],{"id":9325,"depth":33,"text":9326},{"id":21413,"depth":33,"text":21414},{"id":9203,"depth":33,"text":9204},{"id":21444,"depth":23,"text":21445},{"id":21491,"depth":23,"text":21492},{"id":305,"depth":23,"text":306},{"id":316,"depth":23,"text":317,"children":21545},[21546,21547,21548],{"id":21515,"depth":33,"text":21516},{"id":21522,"depth":33,"text":21523},{"id":21529,"depth":33,"text":21530},"Why a business may ask for a card on file, how the secure card link works, what the card can be charged for, and how to change or remove it.",[21551,21552,21553,21554,21555,21556],"add card to booking","card on file link","why do they need my card","change my saved card","remove my card","no-show fee card",{},[590,12018],{"title":641,"description":21549},"help\u002Fbook-online\u002Fadd-or-update-your-card","k9ssTAZRu0KiTtD2dk1rQh8tHttAo_lKzTUfMWEMXqM",{"id":21563,"title":21564,"audience":120,"body":21565,"category":125,"description":21680,"draft":386,"extension":387,"icon":21681,"keywords":21682,"locale":11,"meta":21687,"navigation":398,"order":21387,"path":11914,"related":21688,"seo":21689,"sourceHash":402,"stem":21690,"translationReviewed":386,"updatedAt":404,"__hash__":21691},"help\u002Fhelp\u002Fbook-online\u002Ffill-in-a-form.md","How do I fill in a form I was sent?",{"type":143,"value":21566,"toc":21665},[21567,21570,21573,21616,21619,21624,21628,21631,21633,21642,21644,21648,21651,21655,21658,21662],[146,21568,21569],{},"Some businesses ask you to fill in a form before your visit, such as a health questionnaire or a consent. You get a private link, answer on your phone, and only the business sees your answers.",[150,21571,11915],{"id":21572},"fill-in-a-form",[176,21574,21575,21579,21585,21589,21596,21600,21603,21607],{},[179,21576,21578],{"id":21577},"open-your-private-link","Open your private link",[146,21580,21581,21582,170],{},"Tap the link in the email or text. It shows the business's name and, if it's for a visit, ",[161,21583,21584],{},"Your appointment",[179,21586,21588],{"id":21587},"answer-the-questions","Answer the questions",[146,21590,21591,21592,21595],{},"Work through the form. To finish later, tap ",[161,21593,21594],{},"Save Progress",". You can carry on later on the same device, or have a link sent to your email to finish on another device.",[179,21597,21599],{"id":21598},"sign-where-asked","Sign where asked",[146,21601,21602],{},"Draw your signature with your finger, or type your name. Required signatures must be done before you can submit.",[179,21604,21606],{"id":21605},"submit","Submit",[146,21608,522,21609,7176,21612,21615],{},[161,21610,21611],{},"Submit Form",[161,21613,21614],{},"Form Submitted",", and a confirmation email is sent to you.",[146,21617,21618],{},"If you lose your connection, your answers are kept on your phone and sent automatically when you're back online.",[2453,21620,21621],{},[146,21622,21623],{},"Don't forward the link. It's private to you, and anyone who opens it sees the form in your name.",[150,21625,21627],{"id":21626},"signing-an-updated-form","Signing an updated form",[146,21629,21630],{},"If you're asked to sign a form again, your previous answers are shown but locked. You only add a new date and signature.",[150,21632,306],{"id":305},[146,21634,309,21635,21637,21638,21641],{},[161,21636,21614],{},". If you open the link again, it says ",[161,21639,21640],{},"Already submitted",": the business has your answers.",[150,21643,317],{"id":316},[179,21645,21647],{"id":21646},"this-form-has-expired","\"This form has expired\"",[146,21649,21650],{},"Form links stop working after a while on purpose. Ask the business for a new one. Their contact details are on the page.",[179,21652,21654],{"id":21653},"i-made-a-mistake-after-submitting","I made a mistake after submitting",[146,21656,21657],{},"A signed form can't be changed. Contact the business and they'll send you a new form to correct it.",[179,21659,21661],{"id":21660},"who-can-see-my-answers","Who can see my answers?",[146,21663,21664],{},"Only the business. Health information is kept confidential and stored securely.",{"title":359,"searchDepth":23,"depth":23,"links":21666},[21667,21673,21674,21675],{"id":21572,"depth":23,"text":11915,"children":21668},[21669,21670,21671,21672],{"id":21577,"depth":33,"text":21578},{"id":21587,"depth":33,"text":21588},{"id":21598,"depth":33,"text":21599},{"id":21605,"depth":33,"text":21606},{"id":21626,"depth":23,"text":21627},{"id":305,"depth":23,"text":306},{"id":316,"depth":23,"text":317,"children":21676},[21677,21678,21679],{"id":21646,"depth":33,"text":21647},{"id":21653,"depth":33,"text":21654},{"id":21660,"depth":33,"text":21661},"Open the private form link the business sent, answer on your phone, sign with your finger or by typing your name, and submit. No account needed.","i-lucide-clipboard-pen",[21683,21684,21685,10802,21686],"fill in consent form online","intake form link","sign form on my phone","health questionnaire before appointment",{},[590],{"title":21564,"description":21680},"help\u002Fbook-online\u002Ffill-in-a-form","z52yjlq9NcClQUQ0ak_7IzrVJ7KKxwsB0xphWHlTmLo",{"id":21693,"title":1094,"audience":7,"body":21694,"category":24,"description":22101,"draft":386,"extension":387,"icon":5450,"keywords":22102,"locale":11,"meta":22109,"navigation":398,"order":21387,"path":1093,"related":22110,"seo":22111,"sourceHash":402,"stem":22112,"translationReviewed":386,"updatedAt":697,"__hash__":22113},"help\u002Fhelp\u002Fcalendar\u002Fblock-time-and-the-waitlist.md",{"type":143,"value":21695,"toc":22075},[21696,21699,21702,21773,21777,21780,21784,21807,21818,21822,21827,21831,21835,21911,21915,21933,21937,21942,21960,21965,21969,21977,22020,22023,22025,22052,22054,22058,22066,22070],[146,21697,21698],{},"Two tools keep the calendar honest. Blocked time keeps a lunch or a training session from being booked. The waitlist keeps track of clients who wanted a slot you didn't have, so you can call them when one opens.",[150,21700,1239],{"id":21701},"block-time",[176,21703,21704,21708,21717,21721,21743,21747,21757,21761,21767,21769],{},[179,21705,21707],{"id":21706},"pick-the-time","Pick the time",[146,21709,9753,21710,21712,21713,21716],{},[161,21711,1266],{},". Or select ",[161,21714,21715],{},"Add → Block time",", then select the time.",[179,21718,21720],{"id":21719},"choose-the-type","Choose the type",[146,21722,21723,21724,21726,21727,490,21730,490,21733,490,21735,490,21738,490,21740,21742],{},"Check the ",[161,21725,5098],{},", then choose a type: ",[161,21728,21729],{},"Lunch",[161,21731,21732],{},"Break",[161,21734,3324],{},[161,21736,21737],{},"Meeting",[161,21739,3330],{},[161,21741,3333],{},", or one your business added.",[179,21744,21746],{"id":21745},"set-the-times","Set the times",[146,21748,21749,21750,189,21753,21756],{},"A new block starts at the next quarter hour today (or noon on another day) and runs for the type's usual length. Change ",[161,21751,21752],{},"From",[161,21754,21755],{},"To"," if you need to; the length shows underneath.",[179,21758,21760],{"id":21759},"add-a-reason","Add a reason",[146,21762,21763,21764,21766],{},"Type a ",[161,21765,7168],{}," if it helps, such as \"Supplier visit\". It shows on the block.",[179,21768,2019],{"id":2018},[146,21770,225,21771,170],{},[161,21772,1239],{},[554,21774],{"alt":21775,"height":4148,"src":21776,"width":7882},"The Block time panel: Team member, a Type choice of Lunch, Break, Training, Meeting, Personal or Other, the date, From and To times with the length, an optional Reason, and the Block time button.","\u002Fhelp\u002Fcalendar\u002Fblock-time-and-the-waitlist\u002Fblock.webp",[146,21778,21779],{},"Blocked time shows as a grey striped block with its type's emoji, so it never looks like a booking. Online booking won't offer it.",[179,21781,21783],{"id":21782},"your-own-blocked-time-types","Your own blocked time types",[146,21785,1203,21786,21789,21790,21793,21794,21796,21797,470,21799,21802,21803,1311,21805,170],{},[161,21787,21788],{},"Settings → Booking → Blocked time types",", add a type with a name, an emoji and a usual length, such as \"Admin time, 30 minutes\". ",[161,21791,21792],{},"Counts as"," sets its calendar icon and, unless you choose otherwise under ",[161,21795,9607],{},", whether the time is paid inside a shift, by your payroll rule for that kind. Choose ",[161,21798,1512],{},[161,21800,21801],{},"Unpaid"," to decide for the type itself. A change to pay applies to blocks saved from then on; blocks already on timesheets keep their pay. Rename, reorder or archive a type; one no block uses can be deleted. To change or remove it, select the block, edit it and select ",[161,21804,2019],{},[161,21806,7523],{},[2888,21808,21809],{},[146,21810,21811,21812,21814,21815,21817],{},"Use blocked time for one-offs. For something that happens every week, such as Wednesday afternoons off, change the person's hours under ",[161,21813,1310],{},". For days away, use ",[161,21816,5293],{},": once approved, the person isn't bookable on those days.",[150,21819,21821],{"id":21820},"the-waitlist","The waitlist",[146,21823,225,21824,21826],{},[161,21825,832],{}," in the calendar toolbar. The count beside it shows how many clients are waiting.",[554,21828],{"alt":21829,"height":4148,"src":21830,"width":4150},"The Waitlist panel: Add to waitlist, the sort order, the Auto-offer when a slot frees up switch, the Waiting, Expired and Booked tabs, and the waiting clients, each with their phone, dates, service and price, team member, any note, a more-actions button and Book appointment.","\u002Fhelp\u002Fcalendar\u002Fblock-time-and-the-waitlist\u002Fwaitlist.webp",[179,21832,21834],{"id":21833},"add-a-client-to-the-waitlist","Add a client to the waitlist",[176,21836,21837,21841,21847,21849,21854,21858,21864,21868,21901,21904],{},[179,21838,21840],{"id":21839},"start-an-entry","Start an entry",[146,21842,21843,21844,170],{},"In the waitlist, select ",[161,21845,21846],{},"Add to waitlist",[179,21848,9767],{"id":9766},[146,21850,21851,21852,170],{},"Search for the client and select them, then select ",[161,21853,11739],{},[179,21855,21857],{"id":21856},"choose-the-service","Choose the service",[146,21859,21860,21861,170],{},"Pick what they want. Choose a team member, or leave ",[161,21862,21863],{},"Any team member",[179,21865,21867],{"id":21866},"choose-when","Choose when",[146,21869,1203,21870,21873,21874,14998,21876,21879,21880,490,21883,490,21886,470,21889,21892,21893,189,21895,10229,21897,21900],{},[161,21871,21872],{},"Preferred date and time",", pick a ",[161,21875,5118],{},[161,21877,21878],{},"Any date",") and a time: ",[161,21881,21882],{},"Any time",[161,21884,21885],{},"Morning",[161,21887,21888],{},"Afternoon",[161,21890,21891],{},"Evening",", or a ",[161,21894,21752],{},[161,21896,21755],{},[161,21898,21899],{},"Add another time"," if they can do several.",[179,21902,2019],{"id":21903},"save-1",[146,21905,21906,21907,1574,21909,170],{},"Add any ",[161,21908,3462],{},[161,21910,2019],{},[179,21912,21914],{"id":21913},"book-someone-from-the-waitlist","Book someone from the waitlist",[146,21916,21917,21918,1469,21921,21923,21924,21926,21927,490,21929,189,21931,170],{},"Find them under ",[161,21919,21920],{},"Waiting",[161,21922,2101],{},". The booking panel opens with their details. Their ",[161,21925,1855],{}," menu also has ",[161,21928,2098],{},[161,21930,3673],{},[161,21932,7523],{},[150,21934,21936],{"id":21935},"fill-a-cancelled-slot","Fill a cancelled slot",[146,21938,21939,21940,170],{},"When an appointment is cancelled or marked as a no-show, Owneli checks the waitlist for a match. A message names the best match, with ",[161,21941,15204],{},[146,21943,21944,21945,21948,21949,470,21952,21955,21956,21959],{},"To have Owneli do this for you, turn on ",[161,21946,21947],{},"Auto-offer when a slot frees up"," in the waitlist. Choose ",[161,21950,21951],{},"Best match only",[161,21953,21954],{},"Notify all matches",". Matching clients get a one-tap link to claim the slot, and ",[161,21957,21958],{},"Pending offers"," shows each offer with the time it has left.",[598,21961,21962],{},[146,21963,21964],{},"Auto-offer is off until someone turns it on. Until then, the waitlist is a list for the front desk to work through.",[150,21966,21968],{"id":21967},"choose-who-gets-offered-first","Choose who gets offered first",[146,21970,21971,21972,21974,21975,4291],{},"The order is set for the whole business under ",[161,21973,11048],{},", in ",[161,21976,832],{},[721,21978,21979,21988],{},[724,21980,21981],{},[727,21982,21983,21985],{},[730,21984,3136],{},[730,21986,21987],{},"Who comes first",[737,21989,21990,22000,22010],{},[727,21991,21992,21997],{},[742,21993,21994],{},[161,21995,21996],{},"Highest value first",[742,21998,21999],{},"The entry worth the most (the default)",[727,22001,22002,22007],{},[742,22003,22004],{},[161,22005,22006],{},"Longest waiting first",[742,22008,22009],{},"Whoever joined earliest",[727,22011,22012,22017],{},[742,22013,22014],{},[161,22015,22016],{},"Manual only",[742,22018,22019],{},"Nobody is sorted or offered automatically. The team chooses.",[146,22021,22022],{},"You can also re-sort the list for yourself with the sort button at the top of the waitlist.",[150,22024,306],{"id":305},[155,22026,22027,22033,22046],{},[158,22028,22029,22030,170],{},"A new block appears on the calendar straight away, with ",[161,22031,22032],{},"Time blocked",[158,22034,22035,22036,1643,22038,22040,22041,22043,22044,170],{},"A new waitlist entry appears under ",[161,22037,21920],{},[161,22039,16759],{},". Once booked, it moves to ",[161,22042,15025],{},". Entries past their dates move to ",[161,22045,10635],{},[158,22047,22048,22051],{},[161,22049,22050],{},"⋮ → Waitlist reports"," shows how many entries you take, how many are booked, and how long clients wait.",[150,22053,317],{"id":316},[179,22055,22057],{"id":22056},"end-time-must-be-after-the-start-time","\"End time must be after the start time\"",[146,22059,9094,22060,22062,22063,22065],{},[161,22061,21755],{}," time is earlier than ",[161,22064,21752],{},". Fix one of them.",[179,22067,22069],{"id":22068},"a-client-on-the-waitlist-didnt-get-an-offer","A client on the waitlist didn't get an offer",[146,22071,22072,22073,170],{},"Auto-offer is off, their dates or times don't match the freed slot, or the priority is ",[161,22074,22016],{},{"title":359,"searchDepth":23,"depth":23,"links":22076},[22077,22085,22094,22095,22096,22097],{"id":21701,"depth":23,"text":1239,"children":22078},[22079,22080,22081,22082,22083,22084],{"id":21706,"depth":33,"text":21707},{"id":21719,"depth":33,"text":21720},{"id":21745,"depth":33,"text":21746},{"id":21759,"depth":33,"text":21760},{"id":2018,"depth":33,"text":2019},{"id":21782,"depth":33,"text":21783},{"id":21820,"depth":23,"text":21821,"children":22086},[22087,22088,22089,22090,22091,22092,22093],{"id":21833,"depth":33,"text":21834},{"id":21839,"depth":33,"text":21840},{"id":9766,"depth":33,"text":9767},{"id":21856,"depth":33,"text":21857},{"id":21866,"depth":33,"text":21867},{"id":21903,"depth":33,"text":2019},{"id":21913,"depth":33,"text":21914},{"id":21935,"depth":23,"text":21936},{"id":21967,"depth":23,"text":21968},{"id":305,"depth":23,"text":306},{"id":316,"depth":23,"text":317,"children":22098},[22099,22100],{"id":22056,"depth":33,"text":22057},{"id":22068,"depth":33,"text":22069},"Block out time nobody can book, and keep a waitlist of clients who want an earlier slot, with offers sent when one opens.",[22103,22104,22105,22106,22107,22108],"block time on calendar","lunch break on calendar","add client to waitlist","waitlist auto offer","fill a cancelled slot","waitlist priority",{},[1381,15338,5453],{"title":1094,"description":22101},"help\u002Fcalendar\u002Fblock-time-and-the-waitlist","OsopNtIj-ZjwgHJi-DUwRYJvuzj0qtcjb7Aok3lYxAQ",{"id":22115,"title":1440,"audience":7,"body":22116,"category":34,"description":22538,"draft":386,"extension":387,"icon":22539,"keywords":22540,"locale":11,"meta":22548,"navigation":398,"order":21387,"path":1439,"related":22549,"seo":22551,"sourceHash":402,"stem":22552,"translationReviewed":386,"updatedAt":5027,"__hash__":22553},"help\u002Fhelp\u002Fcheckout\u002Frefunds-and-the-cash-drawer.md",{"type":143,"value":22117,"toc":22508},[22118,22121,22123,22140,22144,22237,22241,22244,22248,22275,22280,22284,22290,22294,22297,22317,22320,22324,22327,22389,22397,22405,22412,22416,22433,22437,22458,22460,22480,22482,22486,22489,22493,22496,22498,22501,22505],[146,22119,22120],{},"Give a client their money back, all of it or part of it, and keep the cash drawer honest from the morning float to the evening count.",[150,22122,153],{"id":152},[155,22124,22125,22134],{},[158,22126,22127,22129,22130,22133],{},[161,22128,20715],{}," need the refund permission. Without it, there's no ",[161,22131,22132],{},"Refund"," button on your sales.",[158,22135,22136,22139],{},[161,22137,22138],{},"The cash drawer"," has its own permission, separate from taking payments. Counting, closing and correcting it needs the drawer's manage permission.",[150,22141,22143],{"id":22142},"refund-a-sale","Refund a sale",[176,22145,22146,22150,22162,22166,22174,22178,22185,22189,22207,22209,22214,22218,22229,22232],{},[179,22147,22149],{"id":22148},"find-the-sale","Find the sale",[146,22151,1936,22152,22154,22155,490,22157,189,22159,22161],{},[161,22153,1650],{}," and find the sale. Use ",[161,22156,21752],{},[161,22158,21755],{},[161,22160,805],{}," to narrow the list.",[179,22163,22165],{"id":22164},"open-the-refund-panel","Open the refund panel",[146,22167,225,22168,22170,22171,22173],{},[161,22169,22132],{}," on the sale's row. You can also select ",[161,22172,22132],{}," at the top of its receipt.",[179,22175,22177],{"id":22176},"pick-the-payment","Pick the payment",[146,22179,22180,22181,22184],{},"A sale paid with more than one method has more than one payment. Under ",[161,22182,22183],{},"Refund from",", choose the one you're refunding. Each shows its method, when it was taken and how much is left to refund.",[179,22186,22188],{"id":22187},"choose-what-to-refund","Choose what to refund",[146,22190,1203,22191,1207,22194,22197,22198,22200,22201,22203,22204,170],{},[161,22192,22193],{},"What to refund",[161,22195,22196],{},"Whole sale"," for everything left on that payment, ",[161,22199,1504],{}," to pick the items coming back, or ",[161,22202,1599],{}," to type a sum. An item comes back at what the client paid for it, after its share of any deal or discount. Only services and products can come back on their own: anything else on the sale, such as a gift card, package or membership, shows ",[161,22205,22206],{},"Goes back only with the whole sale",[179,22208,15032],{"id":15031},[146,22210,7165,22211,22213],{},[161,22212,7168],{},". It's required and goes in the audit log.",[179,22215,22217],{"id":22216},"decide-about-stock","Decide about stock",[146,22219,22220,22221,470,22223,9210,22225,22228],{},"For ",[161,22222,22196],{},[161,22224,1504],{},[161,22226,22227],{},"Restock items"," to put the products back in stock at this location. A refund by amount always leaves stock where it is.",[179,22230,22132],{"id":22231},"refund",[146,22233,225,22234,22236],{},[161,22235,22132],{}," and the amount. The money goes back to the client by the method they paid with.",[554,22238],{"alt":22239,"height":4148,"src":22240,"width":7882},"The refund panel for Jordan Hayes's $192.69 card sale: Refund from Card, What to refund with Whole sale, Items and Amount, a required Reason, Restock items, and Refund $192.69.","\u002Fhelp\u002Fcheckout\u002Frefunds-and-the-cash-drawer\u002Frefund.webp",[146,22242,22243],{},"You can refund a sale more than once. After a partial refund, the panel offers only what's left, and each refund keeps its own reason.",[179,22245,22247],{"id":22246},"what-a-refund-reverses","What a refund reverses",[155,22249,22250,22256,22262,22268],{},[158,22251,22252,22255],{},[161,22253,22254],{},"Loyalty points"," earned on what comes back are taken back. A refund by amount takes back the same share of the points.",[158,22257,22258,22261],{},[161,22259,22260],{},"Commission"," follows the items refunded.",[158,22263,22264,22267],{},[161,22265,22266],{},"Package and membership use"," comes back to the client on a whole-sale refund.",[158,22269,22270,22272,22273,170],{},[161,22271,19909],{}," returns only when you tick ",[161,22274,22227],{},[2453,22276,22277],{},[146,22278,22279],{},"A card refund sends the client the full amount you refund. The card processing fee on the original charge isn't returned to you. The exception is money Owneli took by mistake, such as a payment link that collected more than the sale owed: refunding that returns the fee too.",[179,22281,22283],{"id":22282},"refunding-a-gift-that-hasnt-been-sent-yet","Refunding a gift that hasn't been sent yet",[146,22285,22286,22287,170],{},"A gift card sold to be sent on a later date can be refunded with the whole sale like any other. The refund voids the card and cancels the send, so the recipient never gets the email. The card's panel shows ",[161,22288,22289],{},"Not sent",[179,22291,22293],{"id":22292},"refunding-a-membership-renewal","Refunding a membership renewal",[146,22295,22296],{},"When the payment is an automatic membership renewal, the panel shows the period it paid for and how much of it the client has used, and suggests a refund of the charge minus what was used. Then choose what happens to the membership:",[155,22298,22299,22305,22311],{},[158,22300,22301,22304],{},[161,22302,22303],{},"Refund and end now"," removes the renewal's unused credits, turns auto-renew off and ends the membership today.",[158,22306,22307,22310],{},[161,22308,22309],{},"Refund and end at period end"," keeps the credits until the period ends, then ends the membership.",[158,22312,22313,22316],{},[161,22314,22315],{},"Goodwill refund only"," leaves the membership as it is.",[146,22318,22319],{},"Credits already used are never taken back.",[150,22321,22323],{"id":22322},"run-the-cash-drawer","Run the cash drawer",[146,22325,22326],{},"The drawer turns a day of cash into a count you can check. Open it in the morning, sell as normal, and count it at night.",[176,22328,22329,22333,22347,22351,22354,22358,22369,22373],{},[179,22330,22332],{"id":22331},"open-the-drawer","Open the drawer",[146,22334,1936,22335,3845,22337,22340,22341,22344,22345,170],{},[161,22336,1435],{},[161,22338,22339],{},"Start of day",", enter your ",[161,22342,22343],{},"Opening float",", the cash you're starting with, and select ",[161,22346,1799],{},[179,22348,22350],{"id":22349},"sell-as-normal","Sell as normal",[146,22352,22353],{},"Every cash payment and cash refund counts against the open drawer.",[179,22355,22357],{"id":22356},"count-the-drawer","Count the drawer",[146,22359,22360,22361,22364,22365,22368],{},"At the end of the day, under ",[161,22362,22363],{},"End of day",", count every note and coin and type the total in ",[161,22366,22367],{},"Counted total",". The expected amount shows as a guide.",[179,22370,22372],{"id":22371},"close-it","Close it",[146,22374,225,22375,22378,22379,22382,22383,22385,22386,170],{},[161,22376,22377],{},"Close drawer",". If the count is more than $20 short or over, Owneli asks ",[161,22380,22381],{},"Close with a difference?",": add a ",[161,22384,13250],{}," saying why, then select ",[161,22387,22388],{},"Close anyway",[554,22390,22394],{"alt":22391,"height":22392,"src":22393,"width":1614},"The Start of day card: Open the drawer, an Opening float field, an optional note and the Open drawer button.",445,"\u002Fhelp\u002Fcheckout\u002Frefunds-and-the-cash-drawer\u002Fopen-drawer.webp",[146,22395,22396],{},"Morning: open the drawer with your float.",[554,22398,22402],{"alt":22399,"height":22400,"src":22401,"width":1614},"The End of day card: Count the drawer, a Counted total field with the expected amount under it, an optional note and the Close drawer button.",416,"\u002Fhelp\u002Fcheckout\u002Frefunds-and-the-cash-drawer\u002Fcount-drawer.webp",[146,22403,22404],{},"Evening: count it and close it.",[146,22406,22407,22408,22411],{},"The close becomes a Z-report under ",[161,22409,22410],{},"Z-report history",", comparing your count with what was expected: the float, plus cash sales, minus cash refunds, cash drops and tip pay-outs.",[179,22413,22415],{"id":22414},"during-the-day","During the day",[155,22417,22418,22424],{},[158,22419,22420,22423],{},[161,22421,22422],{},"Record a cash drop"," when you move cash to the safe or the bank, so the count at close still adds up.",[158,22425,22426,22428,22429,22432],{},[161,22427,10354],{}," lists cash tips waiting for each team member. Select ",[161,22430,22431],{},"Pay out"," to record handing them over.",[179,22434,22436],{"id":22435},"correct-a-closed-count","Correct a closed count",[146,22438,22439,22440,1469,22442,22445,22446,15862,22449,1574,22451,22454,22455,170],{},"Typed the wrong figure? Open the closed session in ",[161,22441,22410],{},[161,22443,22444],{},"Correct count",". Enter the ",[161,22447,22448],{},"Corrected count",[161,22450,7168],{},[161,22452,22453],{},"Save correction",". The original count stays on record beside the correction, and the session shows ",[161,22456,22457],{},"Corrected",[150,22459,306],{"id":305},[155,22461,22462,22474],{},[158,22463,22464,22465,189,22467,22470,22471,170],{},"A refund appears on the original receipt as ",[161,22466,17712],{},[161,22468,22469],{},"Net paid",", and in ",[161,22472,22473],{},"Reports → Refunds & voids",[158,22475,22476,22477,22479],{},"A closed drawer appears at the top of ",[161,22478,22410],{},", marked balanced, over or short.",[150,22481,317],{"id":316},[179,22483,22485],{"id":22484},"theres-no-refund-button-on-a-sale","There's no Refund button on a sale",[146,22487,22488],{},"Your role can't refund, or there's nothing left to refund on that sale. A sale saved as unpaid has no payment to refund yet.",[179,22490,22492],{"id":22491},"the-refund-is-more-than-one-payment-can-cover","The refund is more than one payment can cover",[146,22494,22495],{},"Each refund comes from one payment. For a sale paid with several methods, refund each payment in turn.",[179,22497,1789],{"id":1788},[146,22499,22500],{},"A cash payment was taken with no drawer open, so it isn't in any count. The next drawer you open includes it in its expected total.",[179,22502,22504],{"id":22503},"an-action-says-to-close-the-drawer-first","An action says to close the drawer first",[146,22506,22507],{},"Some actions, such as archiving a team member, wait until their open drawer is counted and closed.",{"title":359,"searchDepth":23,"depth":23,"links":22509},[22510,22511,22523,22531,22532],{"id":152,"depth":23,"text":153},{"id":22142,"depth":23,"text":22143,"children":22512},[22513,22514,22515,22516,22517,22518,22519,22520,22521,22522],{"id":22148,"depth":33,"text":22149},{"id":22164,"depth":33,"text":22165},{"id":22176,"depth":33,"text":22177},{"id":22187,"depth":33,"text":22188},{"id":15031,"depth":33,"text":15032},{"id":22216,"depth":33,"text":22217},{"id":22231,"depth":33,"text":22132},{"id":22246,"depth":33,"text":22247},{"id":22282,"depth":33,"text":22283},{"id":22292,"depth":33,"text":22293},{"id":22322,"depth":23,"text":22323,"children":22524},[22525,22526,22527,22528,22529,22530],{"id":22331,"depth":33,"text":22332},{"id":22349,"depth":33,"text":22350},{"id":22356,"depth":33,"text":22357},{"id":22371,"depth":33,"text":22372},{"id":22414,"depth":33,"text":22415},{"id":22435,"depth":33,"text":22436},{"id":305,"depth":23,"text":306},{"id":316,"depth":23,"text":317,"children":22533},[22534,22535,22536,22537],{"id":22484,"depth":33,"text":22485},{"id":22491,"depth":33,"text":22492},{"id":1788,"depth":33,"text":1789},{"id":22503,"depth":33,"text":22504},"Refund a whole sale, chosen items or an amount, see what a refund reverses, and open, count, close and correct the cash drawer.","i-lucide-banknote",[22541,22542,22543,22544,22545,22546,22547],"refund one item from a sale","partial refund","refund a sale twice","restock a refunded product","cash drawer over short","correct a drawer count","open the till",{},[22550,1891,3268],"\u002Fhelp\u002Fcheckout\u002Fsales-history-and-receipts",{"title":1440,"description":22538},"help\u002Fcheckout\u002Frefunds-and-the-cash-drawer","nkR7hOujFYsMivilq2JNWTSojsCZ95zHt4C5NZEaWs0",{"id":22555,"title":22556,"audience":7,"body":22557,"category":44,"description":22913,"draft":386,"extension":387,"icon":22914,"keywords":22915,"locale":11,"meta":22922,"navigation":398,"order":21387,"path":22923,"related":22924,"seo":22926,"sourceHash":402,"stem":22927,"translationReviewed":386,"updatedAt":5027,"__hash__":22928},"help\u002Fhelp\u002Fclients\u002Fmessages-and-the-inbox.md","Messages and the inbox",{"type":143,"value":22558,"toc":22894},[22559,22566,22568,22584,22588,22592,22631,22634,22639,22643,22672,22677,22681,22782,22786,22809,22812,22817,22821,22826,22830,22839,22849,22851,22861,22863,22867,22873,22877,22887,22891],[146,22560,22561,22562,22565],{},"Every conversation with a client, by text or through their online account, is in one place: ",[161,22563,22564],{},"Clients → Messages",". Each client has one thread, so you never switch apps to answer.",[150,22567,153],{"id":152},[155,22569,22570,22575],{},[158,22571,22572,22574],{},[161,22573,1421],{}," anyone who can use the inbox. It's a separate permission from seeing client details, so someone can answer messages without seeing the whole client list.",[158,22576,22577,22580,22581,22583],{},[161,22578,22579],{},"Replying by text"," needs your business's own texting line, set up under ",[161,22582,17565],{},". Until you have one, your clients get email instead of texts. A client's reply to a recent text from Owneli's old shared number still lands in your inbox, and they get an automatic answer with your phone and booking link.",[554,22585],{"alt":22586,"height":710,"src":22587,"width":712},"The Messages inbox: conversations listed on the left with All, Unread, Unassigned and Closed filters; Jordan Hayes's thread on the right with Assign to me and Close; and the reply box with Portal and SMS channels.","\u002Fhelp\u002Fclients\u002Fmessages-and-the-inbox\u002Finbox.webp",[150,22589,22591],{"id":22590},"reply-to-a-client","Reply to a client",[176,22593,22594,22598,22607,22611,22622,22626],{},[179,22595,22597],{"id":22596},"open-the-conversation","Open the conversation",[146,22599,1936,22600,22602,22603,22606],{},[161,22601,22564],{}," and select the conversation. Use ",[161,22604,22605],{},"Unread"," to see what nobody has opened yet.",[179,22608,22610],{"id":22609},"choose-the-channel","Choose the channel",[146,22612,22613,22614,22617,22618,22621],{},"Under the thread, choose ",[161,22615,22616],{},"Portal"," (a message to their online account) or ",[161,22619,22620],{},"SMS"," (a text). It starts on the channel the client last used. A channel that can't be used is greyed out and says why.",[179,22623,22625],{"id":22624},"type-and-send","Type and send",[146,22627,22628,22629,170],{},"Type your reply and select ",[161,22630,2717],{},[146,22632,22633],{},"To start a new conversation, select the pencil button above the list and choose the client.",[598,22635,22636],{},[146,22637,22638],{},"Portal messages are free. Texts come out of your messaging balance, and a long text counts as more than one message.",[150,22640,22642],{"id":22641},"share-the-work","Share the work",[155,22644,22645,22655,22669],{},[158,22646,22647,22650,22651,22654],{},[161,22648,22649],{},"Assign to me"," marks a conversation as yours. ",[161,22652,22653],{},"Unassigned"," shows the ones nobody has taken.",[158,22656,22657,22660,22661,22664,22665,22668],{},[161,22658,22659],{},"Close"," files a conversation that's finished. ",[161,22662,22663],{},"Closed"," shows them, and ",[161,22666,22667],{},"Reopen"," brings one back.",[158,22670,22671],{},"When anyone opens a thread, it's marked read for everyone, so \"unread\" really means nobody has looked yet.",[146,22673,22674,22675,16992],{},"New messages appear as they arrive, and the unread count shows on ",[161,22676,3673],{},[150,22678,22680],{"id":22679},"when-a-channel-cant-be-used","When a channel can't be used",[721,22682,22683,22691],{},[724,22684,22685],{},[727,22686,22687,22689],{},[730,22688,15865],{},[730,22690,20438],{},[737,22692,22693,22706,22716,22729,22741,22756,22769],{},[727,22694,22695,22700],{},[742,22696,22697],{},[161,22698,22699],{},"This client texted STOP",[742,22701,22702,22703,22705],{},"They've opted out of texts from you. Use ",[161,22704,22616],{},". Texts only start again if they reply START.",[727,22707,22708,22713],{},[742,22709,22710],{},[161,22711,22712],{},"No phone on file",[742,22714,22715],{},"Add their mobile number to their profile.",[727,22717,22718,22723],{},[742,22719,22720],{},[161,22721,22722],{},"SMS isn't enabled for this business",[742,22724,22725,22726,22728],{},"An admin needs to set up texting. Use ",[161,22727,22616],{}," meanwhile.",[727,22730,22731,22736],{},[742,22732,22733],{},[161,22734,22735],{},"Client has no portal account",[742,22737,22738,22739,1770],{},"Reply by ",[161,22740,22620],{},[727,22742,22743,22748],{},[742,22744,22745],{},[161,22746,22747],{},"Text replies need your own texting line",[742,22749,22750,22751,10229,22754,22728],{},"Your business has no texting line of its own yet. An admin selects ",[161,22752,22753],{},"Set up a texting line",[161,22755,22616],{},[727,22757,22758,22763],{},[742,22759,22760],{},[161,22761,22762],{},"Text replies start once carriers approve your texting line",[742,22764,22765,22766,22768],{},"Your line is in carrier review. Use ",[161,22767,22616],{}," until it's approved.",[727,22770,22771,22776],{},[742,22772,22773],{},[161,22774,22775],{},"Couldn't send: out of SMS balance",[742,22777,22778,22779,170],{},"An admin tops up the balance under ",[161,22780,22781],{},"Settings → Plan & data → Billing → Messaging wallet",[150,22783,22785],{"id":22784},"who-you-can-text","Who you can text",[155,22787,22788,22793,22801],{},[158,22789,22790,22792],{},[161,22791,11295],{}," are service messages. You can reply by text to any client with a phone number who hasn't texted STOP.",[158,22794,22795,22798,22799,170],{},[161,22796,22797],{},"Reminders and booking updates by text"," stop if the client turns off appointment texts. See ",[166,22800,16628],{"href":16627},[158,22802,22803,22806,22807,170],{},[161,22804,22805],{},"Marketing texts"," need the client's agreement. See ",[166,22808,2042],{"href":2041},[146,22810,22811],{},"Owneli never texts someone who texted STOP to your business. There's no way around that from the inbox. A STOP to Owneli's old shared number only stops texts from that number: replies from your own line still reach them.",[3423,22813,22814],{},[146,22815,22816],{},"A reply you type sends straight away, at any hour. Only automated messages wait for quiet hours, so check the time before texting a client late in the evening.",[150,22818,22820],{"id":22819},"see-every-automated-message","See every automated message",[146,22822,225,22823,22825],{},[161,22824,3451],{}," at the top of Messages to see every automated email and text that went out, such as confirmations and reminders, with whether each was sent or failed. Select one to read it.",[150,22827,22829],{"id":22828},"replies-to-reminders-and-the-after-hours-reply","Replies to reminders and the after-hours reply",[146,22831,22832,22833,470,22836,22838],{},"A client who answers a reminder text with the confirm or cancel phrase is handled by Owneli. The thread shows their text and a note such as ",[161,22834,22835],{},"Confirmed by text reply",[161,22837,15211],{},", so you can see what happened and undo it as you would any change. A confirmed reply is marked read; a cancellation stays unread so the team sees the freed slot.",[146,22840,22841,22842,22845,22846,22848],{},"While a location is closed and its after-hours reply is on, the inbox shows a banner saying so and when it opens again. Each person who texts meanwhile gets one automatic reply for the whole closure. ",[161,22843,22844],{},"Pause until then"," switches the reply off for that closure, for example when someone is still answering texts late, and it comes back on by itself at the next opening. In ",[161,22847,2082],{}," the banner names each closed location and pauses them together.",[150,22850,306],{"id":305},[146,22852,22853,22854,2988,22857,22860],{},"Your reply appears in the thread with its channel and time, then ",[161,22855,22856],{},"Delivered",[161,22858,22859],{},"Read"," once the client opens it in their account.",[150,22862,317],{"id":316},[179,22864,22866],{"id":22865},"the-client-says-they-didnt-get-my-text","The client says they didn't get my text",[146,22868,22869,22870,22872],{},"Check the thread for a failed message and its reason. If they texted STOP, use ",[161,22871,22616],{}," or call them.",[179,22874,22876],{"id":22875},"i-cant-find-a-conversation","I can't find a conversation",[146,22878,22879,22880,22882,22883,22886],{},"Check the filter: ",[161,22881,22663],{}," conversations don't show under ",[161,22884,22885],{},"All",". Or search by name.",[179,22888,22890],{"id":22889},"a-conversation-is-from-a-number-i-dont-know","A conversation is from a number I don't know",[146,22892,22893],{},"It's someone who isn't a client yet. Reply as usual, or add them as a client.",{"title":359,"searchDepth":23,"depth":23,"links":22895},[22896,22897,22902,22903,22904,22905,22906,22907,22908],{"id":152,"depth":23,"text":153},{"id":22590,"depth":23,"text":22591,"children":22898},[22899,22900,22901],{"id":22596,"depth":33,"text":22597},{"id":22609,"depth":33,"text":22610},{"id":22624,"depth":33,"text":22625},{"id":22641,"depth":23,"text":22642},{"id":22679,"depth":23,"text":22680},{"id":22784,"depth":23,"text":22785},{"id":22819,"depth":23,"text":22820},{"id":22828,"depth":23,"text":22829},{"id":305,"depth":23,"text":306},{"id":316,"depth":23,"text":317,"children":22909},[22910,22911,22912],{"id":22865,"depth":33,"text":22866},{"id":22875,"depth":33,"text":22876},{"id":22889,"depth":33,"text":22890},"Reply to clients by text or through their account from one inbox, assign and close conversations, and see why a channel can't be used.","i-lucide-message-circle",[22916,22917,22918,22919,22920,22921],"reply to a client text","two way texting","client messages","sms not available","client texted stop","message history",{},"\u002Fhelp\u002Fclients\u002Fmessages-and-the-inbox",[2041,16627,11548,22925],"\u002Fhelp\u002Fclients\u002Freply-from-a-notification",{"title":22556,"description":22913},"help\u002Fclients\u002Fmessages-and-the-inbox","JrZWPPpPxXhUyFEI2NvaUDeT4gsZKRDkIRwu9tJgB78",{"id":22930,"title":9452,"audience":7,"body":22931,"category":14,"description":23110,"draft":386,"extension":387,"icon":6270,"keywords":23111,"locale":11,"meta":23118,"navigation":398,"order":21387,"path":9451,"related":23119,"seo":23120,"sourceHash":402,"stem":23121,"translationReviewed":386,"updatedAt":2935,"__hash__":23122},"help\u002Fhelp\u002Fgetting-started\u002Fcomplete-your-onboarding.md",{"type":143,"value":22932,"toc":23093},[22933,22938,22940,22945,22949,23034,23039,23041,23053,23057,23065,23068,23070,23074,23077,23081,23084,23088],[146,22934,22935,22936,170],{},"The first time you join a business as a team member, Owneli walks you through a short welcome. It takes about two minutes: a few details about you, an emergency contact, and any workplace policies you need to sign. Then you land on ",[161,22937,312],{},[150,22939,153],{"id":152},[146,22941,22942,22943,170],{},"You need to have accepted your invitation and signed in. See ",[166,22944,169],{"href":168},[150,22946,22948],{"id":22947},"go-through-the-welcome","Go through the welcome",[176,22950,22951,22953,22959,22961,22978,22982,23001,23005,23021,23025],{},[179,22952,277],{"id":276},[146,22954,22955,22956,170],{},"The first screen names the business you've joined. Select ",[161,22957,22958],{},"Get started",[179,22960,480],{"id":479},[146,22962,1203,22963,22340,22966,22968,22969,490,22971,189,22973,22975,22976,170],{},[161,22964,22965],{},"About you",[161,22967,21066],{},". It's the only required field. ",[161,22970,21069],{},[161,22972,496],{},[161,22974,21072],{}," are optional. Select ",[161,22977,444],{},[179,22979,22981],{"id":22980},"add-a-contact-for-emergencies","Add a contact for emergencies",[146,22983,1203,22984,22987,22988,22991,22992,22995,22996,263,22998,23000],{},[161,22985,22986],{},"Contact + emergency",", add your ",[161,22989,22990],{},"Home address"," and an ",[161,22993,22994],{},"Emergency contact",". All of it is optional. Select ",[161,22997,444],{},[161,22999,9370],{}," to fill it in later.",[179,23002,23004],{"id":23003},"sign-each-policy","Sign each policy",[146,23006,23007,23008,23010,23011,23013,23014,17030,23016,23018,23019,170],{},"If the business has policies for you to sign, each one appears in turn. Scroll to the end of it first: until you do, ",[161,23009,17037],{}," stays off and you see ",[161,23012,17017],{}," Then sign: choose ",[161,23015,17029],{},[161,23017,17033],{}," and sign with your finger or mouse. Select ",[161,23020,17037],{},[179,23022,23024],{"id":23023},"finish","Finish",[146,23026,23027,23028,1486,23031,170],{},"When you see ",[161,23029,23030],{},"You're ready to go",[161,23032,23033],{},"Go to Today",[146,23035,9094,23036,23038],{},[161,23037,3512],{}," step only appears when something is waiting for you.",[150,23040,306],{"id":305},[146,23042,23043,23044,23046,23047,23049,23050,23052],{},"You're on ",[161,23045,312],{}," with the sidebar showing. Your signed policies are listed under ",[161,23048,16980],{},", and your details are on ",[161,23051,2789],{}," (open the account menu from your name or initials at the foot of the sidebar).",[150,23054,23056],{"id":23055},"what-you-can-skip","What you can skip",[146,23058,23059,23060,23062,23063,170],{},"Your address, date of birth and emergency contact can wait. ",[161,23061,9370],{}," takes you straight to the policies, and you can add the rest any time from ",[161,23064,2789],{},[146,23066,23067],{},"Policies can't be skipped. They're a legal sign-off, so you finish the welcome only after you've signed them.",[150,23069,317],{"id":316},[179,23071,23073],{"id":23072},"i-closed-the-page-halfway-through","I closed the page halfway through",[146,23075,23076],{},"Sign in again on the same device and the welcome picks up at the step you left. On a different device it starts from the beginning, but anything you already saved is kept.",[179,23078,23080],{"id":23079},"a-policy-appeared-over-my-screen-after-id-finished","A policy appeared over my screen after I'd finished",[146,23082,23083],{},"The business published a new policy, or a new version of one you signed. It opens over the page you're on and can't be closed until you sign it. Read it and sign it the same way, and you're back to work. Report pages are the exception: you can read them first and sign afterwards.",[179,23085,23087],{"id":23086},"my-name-or-phone-is-locked-on-my-profile","My name or phone is locked on My profile",[146,23089,23090,23091,170],{},"After onboarding, your legal name and phone change by request to the owner. See ",[166,23092,18801],{"href":18800},{"title":359,"searchDepth":23,"depth":23,"links":23094},[23095,23096,23103,23104,23105],{"id":152,"depth":23,"text":153},{"id":22947,"depth":23,"text":22948,"children":23097},[23098,23099,23100,23101,23102],{"id":276,"depth":33,"text":277},{"id":479,"depth":33,"text":480},{"id":22980,"depth":33,"text":22981},{"id":23003,"depth":33,"text":23004},{"id":23023,"depth":33,"text":23024},{"id":305,"depth":23,"text":306},{"id":23055,"depth":23,"text":23056},{"id":316,"depth":23,"text":317,"children":23106},[23107,23108,23109],{"id":23072,"depth":33,"text":23073},{"id":23079,"depth":33,"text":23080},{"id":23086,"depth":33,"text":23087},"Finish the short welcome steps the first time you sign in, sign any workplace policies, and land on Today ready to work.",[23112,23113,23114,23115,23116,23117],"first login setup","onboarding wizard","sign workplace policies","skip onboarding steps","emergency contact details","why did onboarding come back",{},[168,2900,3511],{"title":9452,"description":23110},"help\u002Fgetting-started\u002Fcomplete-your-onboarding","sqUBi1TbMXxVfxawHk-VhEsS0c64lV5oVoVMbpu7VcM",{"id":23124,"title":9010,"audience":7,"body":23125,"category":84,"description":23533,"draft":386,"extension":387,"icon":23534,"keywords":23535,"locale":11,"meta":23541,"navigation":398,"order":21387,"path":9009,"related":23542,"seo":23543,"sourceHash":402,"stem":23544,"translationReviewed":386,"updatedAt":7082,"__hash__":23545},"help\u002Fhelp\u002Fgrowth\u002Fcampaigns.md",{"type":143,"value":23126,"toc":23511},[23127,23133,23135,23170,23174,23343,23347,23352,23356,23379,23385,23389,23446,23450,23453,23458,23460,23468,23470,23474,23480,23484,23487,23491,23500,23504],[146,23128,23129,23130,170],{},"A campaign sends one message to many clients by email, text or app notification: a newsletter, a flash sale, a win-back offer. It can follow up with people who didn't respond, and shows the bookings and revenue it brought in. Campaigns live under ",[161,23131,23132],{},"Growth → Campaigns",[150,23134,153],{"id":152},[155,23136,23137,23142,23148,23155],{},[158,23138,23139,23141],{},[161,23140,1421],{}," anyone with permission to manage campaigns.",[158,23143,23144,23147],{},[161,23145,23146],{},"Only consenting clients are reached."," Clients who haven't agreed to marketing, or have unsubscribed, are left out before you see any numbers. Agreeing to appointment reminders isn't agreeing to marketing.",[158,23149,23150,23152,23153,170],{},[161,23151,16577],{}," Email is free; texts use your messaging balance. See ",[166,23154,16582],{"href":16581},[158,23156,23157,23160,23161,470,23164,23167,23168,170],{},[161,23158,23159],{},"Campaign texts need your own numbers."," A text or multichannel campaign needs your business's own texting line, and its texts leave from your marketing number. Until both are ready, the campaign shows ",[161,23162,23163],{},"Campaign texts need your own texting line",[161,23165,23166],{},"Campaign texts need a marketing number",", and its texts won't send. Email campaigns aren't affected. An admin sets both up under ",[161,23169,17565],{},[150,23171,23173],{"id":23172},"send-a-campaign","Send a campaign",[176,23175,23176,23180,23204,23206,23221,23225,23232,23236,23255,23259,23294,23298,23327,23330],{},[179,23177,23179],{"id":23178},"start-from-a-goal","Start from a goal",[146,23181,1936,23182,1469,23184,3845,23187,23190,23191,490,23194,470,23197,23200,23201,170],{},[161,23183,23132],{},[161,23185,23186],{},"New campaign",[161,23188,23189],{},"What's your goal?",", pick one, such as ",[161,23192,23193],{},"Send a newsletter",[161,23195,23196],{},"Recover lost clients",[161,23198,23199],{},"Fill this week's gaps",". Owneli sets up the audience, channel and follow-ups for you. Or choose ",[161,23202,23203],{},"Start from scratch",[179,23205,22610],{"id":22609},[146,23207,3315,23208,23211,23212,490,23214,470,23217,23220],{},[161,23209,23210],{},"Multichannel"," (email and text), ",[161,23213,493],{},[161,23215,23216],{},"Text message",[161,23218,23219],{},"Push notification",". Each shows how many clients it would reach.",[179,23222,23224],{"id":23223},"choose-a-template-and-design-it","Choose a template and design it",[146,23226,23227,23228,23231],{},"Pick a template, or ",[161,23229,23230],{},"Blank canvas",", then change the words, pictures and buttons. It starts with your logo and colours.",[179,23233,23235],{"id":23234},"set-the-details","Set the details",[146,23237,7165,23238,23241,23242,497,23244,23247,23248,470,23251,23254],{},[161,23239,23240],{},"Campaign name"," (only you see it) and the email ",[161,23243,15861],{},[161,23245,23246],{},"A\u002FB test the subject line"," to try two subjects. Add an offer if you like: ",[161,23249,23250],{},"Pick existing deal",[161,23252,23253],{},"Create a new offer",", and it applies when these clients book.",[179,23256,23258],{"id":23257},"choose-the-audience","Choose the audience",[146,23260,1203,23261,23264,23265,23267,23268,23270,23271,470,23274,23277,23278,470,23281,2079,23284,23286,23287,189,23290,23293],{},[161,23262,23263],{},"Choose your audience",", pick a ready-made group on ",[161,23266,2955],{},", or build your own on ",[161,23269,15849],{}," with conditions such as ",[161,23272,23273],{},"No visit in the last N days",[161,23275,23276],{},"Has tag",", matching ",[161,23279,23280],{},"All conditions",[161,23282,23283],{},"Any condition",[161,23285,3362],{}," shows how many clients will get it ",[161,23288,23289],{},"By email",[161,23291,23292],{},"By text",", and the credits it uses.",[179,23295,23297],{"id":23296},"choose-when-it-runs","Choose when it runs",[146,23299,3315,23300,23303,23304,470,23306,263,23309,23312,23313,23316,23317,490,23320,470,23323,23326],{},[161,23301,23302],{},"One-time blast"," and send ",[161,23305,4433],{},[161,23307,23308],{},"Scheduled",[161,23310,23311],{},"Always-on"," to reach each client the day they qualify. Under ",[161,23314,23315],{},"Follow-ups",", re-send to ",[161,23318,23319],{},"Recipients who haven't opened",[161,23321,23322],{},"haven't clicked",[161,23324,23325],{},"haven't booked",", after 1 to 7 days.",[179,23328,2717],{"id":23329},"send",[146,23331,225,23332,263,23334,23337,23338,4034,23340,170],{},[161,23333,2717],{},[161,23335,23336],{},"Schedule",". To try it first, open ",[161,23339,3126],{},[161,23341,23342],{},"Send test email",[554,23344],{"alt":23345,"height":9862,"src":23346,"width":5143},"What's your goal? with Start from scratch at the top right, Grow goals such as Welcome new clients (always-on) and Grow by referral (one-time blast), and Retain goals including Send a newsletter, Recover lost clients and Reward your regulars.","\u002Fhelp\u002Fgrowth\u002Fcampaigns\u002Fgoals.webp",[2888,23348,23349],{},[146,23350,23351],{},"Anyone who books is left out of follow-ups, so nobody is chased for an offer they've already taken.",[150,23353,23355],{"id":23354},"always-on-campaigns","Always-on campaigns",[146,23357,23358,23359,23362,23363,23365,23366,490,23368,470,23370,23372,23373,490,23375,470,23377,170],{},"An always-on campaign checks your clients every day and reaches each one when they match, such as a birthday month or 90 days since a visit. Set a ",[161,23360,23361],{},"Re-entry cooldown"," (30 days to 1 year) so the same person isn't sent it again too soon. They're on the ",[161,23364,23311],{}," tab as ",[161,23367,10586],{},[161,23369,4956],{},[161,23371,7473],{},"; use the row's menu to ",[161,23374,11745],{},[161,23376,7543],{},[161,23378,7547],{},[146,23380,23381,23382,23384],{},"Automated marketing waits outside your quiet hours and respects your limits on how many messages one client gets. Set these under ",[161,23383,16880],{},". A one-time blast you send yourself is never held back.",[150,23386,23388],{"id":23387},"statuses","Statuses",[721,23390,23391,23399],{},[724,23392,23393],{},[727,23394,23395,23397],{},[730,23396,4922],{},[730,23398,1026],{},[737,23400,23401,23410,23419,23429,23437],{},[727,23402,23403,23407],{},[742,23404,23405],{},[161,23406,10586],{},[742,23408,23409],{},"Being prepared",[727,23411,23412,23416],{},[742,23413,23414],{},[161,23415,23308],{},[742,23417,23418],{},"Waiting for its send time",[727,23420,23421,23426],{},[742,23422,23423],{},[161,23424,23425],{},"Sending",[742,23427,23428],{},"Going out now",[727,23430,23431,23435],{},[742,23432,23433],{},[161,23434,10596],{},[742,23436,22856],{},[727,23438,23439,23443],{},[742,23440,23441],{},[161,23442,1070],{},[742,23444,23445],{},"Stopped before sending",[150,23447,23449],{"id":23448},"what-owneli-handles-and-whats-yours","What Owneli handles, and what's yours",[146,23451,23452],{},"Owneli leaves out clients who haven't consented or have unsubscribed, honours email and text opt-outs separately, adds an unsubscribe link and your business details to emails, and records who was sent what and when.",[3423,23454,23455],{},[146,23456,23457],{},"Marketing rules (such as CAN-SPAM, CASL, GDPR and TCPA) vary by place and channel. Getting consent lawfully, and honouring an opt-out that reaches you outside Owneli, is up to you. Check what applies to your business.",[150,23459,306],{"id":305},[146,23461,23462,23463,14998,23465,23467],{},"The campaign shows ",[161,23464,10596],{},[161,23466,23308],{},"). Open it to see how many were sent, opened and clicked, and the revenue it brought in. For text campaigns, your messaging balance goes down by the credits used.",[150,23469,317],{"id":316},[179,23471,23473],{"id":23472},"no-reachable-clients-match","\"No reachable clients match\"",[146,23475,23476,23477,23479],{},"The clients in your audience have no valid email or phone, haven't agreed to marketing, or have unsubscribed. Widen the audience and check ",[161,23478,3362],{}," again.",[179,23481,23483],{"id":23482},"some-clients-cant-be-texted","Some clients can't be texted",[146,23485,23486],{},"Only US and Canadian mobile numbers can receive texts.",[179,23488,23490],{"id":23489},"your-marketing-number-is-in-review","\"Your marketing number is in review\"",[146,23492,23493,23494,23497,23498,170],{},"Carriers are still approving your marketing number, usually within a few business days. The campaign's texts won't send until then. If it says ",[161,23495,23496],{},"Your marketing number wasn't approved",", fix the details and resubmit the number in ",[161,23499,17565],{},[179,23501,23503],{"id":23502},"campaign-or-automation","Campaign or automation?",[146,23505,23506,23507,23510],{},"A campaign goes to a group you choose, when you choose. An ",[166,23508,23509],{"href":11548},"automation"," sends to one client when something happens to them, such as a reminder before a visit.",{"title":359,"searchDepth":23,"depth":23,"links":23512},[23513,23514,23523,23524,23525,23526,23527],{"id":152,"depth":23,"text":153},{"id":23172,"depth":23,"text":23173,"children":23515},[23516,23517,23518,23519,23520,23521,23522],{"id":23178,"depth":33,"text":23179},{"id":22609,"depth":33,"text":22610},{"id":23223,"depth":33,"text":23224},{"id":23234,"depth":33,"text":23235},{"id":23257,"depth":33,"text":23258},{"id":23296,"depth":33,"text":23297},{"id":23329,"depth":33,"text":2717},{"id":23354,"depth":23,"text":23355},{"id":23387,"depth":23,"text":23388},{"id":23448,"depth":23,"text":23449},{"id":305,"depth":23,"text":306},{"id":316,"depth":23,"text":317,"children":23528},[23529,23530,23531,23532],{"id":23472,"depth":33,"text":23473},{"id":23482,"depth":33,"text":23483},{"id":23489,"depth":33,"text":23490},{"id":23502,"depth":33,"text":23503},"Send a newsletter, offer or win-back message by email, text or app notification, choose who gets it, follow up automatically, and stay within consent rules.","i-lucide-megaphone",[23536,23537,23538,23539,23540],"send a marketing email","text campaign","newsletter","win back lost clients","always-on campaign",{},[11548,2308,3268],{"title":9010,"description":23533},"help\u002Fgrowth\u002Fcampaigns","FDdEdwKXn3CqW4lxus6pNwFuH97-rFdNf6MJWd91BXg",{"id":23547,"title":17158,"audience":7,"body":23548,"category":64,"description":23686,"draft":386,"extension":387,"icon":12787,"keywords":23687,"locale":11,"meta":23693,"navigation":398,"order":21387,"path":17157,"related":402,"seo":23694,"sourceHash":402,"stem":23695,"translationReviewed":386,"updatedAt":2935,"__hash__":23696},"help\u002Fhelp\u002Foperations\u002Fpolicy-compliance-tracking.md",{"type":143,"value":23549,"toc":23671},[23550,23553,23555,23570,23574,23620,23623,23627,23633,23635,23644,23646,23650,23653,23657,23664,23668],[146,23551,23552],{},"The compliance page shows, for the whole team at once, who has signed every published policy and exactly what each person still owes. Use it before an audit or when chasing new starters.",[150,23554,153],{"id":152},[155,23556,23557,23561],{},[158,23558,23559,12536],{},[161,23560,1421],{},[158,23562,23563,23566,23567,23569],{},[161,23564,23565],{},"Only policies that ask for a signature count."," Policies published with ",[161,23568,17107],{}," off aren't tracked.",[150,23571,23573],{"id":23572},"see-who-still-needs-to-sign","See who still needs to sign",[176,23575,23576,23580,23586,23590,23605,23609],{},[179,23577,23579],{"id":23578},"open-compliance","Open compliance",[146,23581,1936,23582,1469,23584,170],{},[161,23583,16980],{},[161,23585,17154],{},[179,23587,23589],{"id":23588},"read-the-summary","Read the summary",[146,23591,23592,23593,490,23596,490,23599,189,23602,170],{},"The tiles show ",[161,23594,23595],{},"Employees tracked",[161,23597,23598],{},"Published policies",[161,23600,23601],{},"Fully compliant",[161,23603,23604],{},"Behind on acks",[179,23606,23608],{"id":23607},"find-the-gaps","Find the gaps",[146,23610,23611,23612,23615,23616,23619],{},"Each employee shows how many policies they've signed, such as ",[161,23613,23614],{},"4 \u002F 6 acknowledged",", and lists the ones still missing. Tick ",[161,23617,23618],{},"Behind on acks only"," to hide people who are up to date, or search for someone.",[146,23621,23622],{},"A policy someone signed in an older version counts as missing. They signed the earlier text, not the current one. The person who wrote a policy isn't asked to sign it, so it doesn't count against them.",[150,23624,23626],{"id":23625},"close-the-gaps","Close the gaps",[146,23628,23629,23630,23632],{},"Employees see what they owe on ",[161,23631,312],{}," and are asked to sign when they next sign in. New starters are taken to unsigned policies as part of their first steps. Signatures always come from the employee on their own account; nobody can sign for someone else.",[150,23634,306],{"id":305},[146,23636,23637,23638,3466,23641,23643],{},"When everyone has signed, the page says ",[161,23639,23640],{},"Everyone is caught up",[161,23642,845],{}," to update it after people sign.",[150,23645,317],{"id":316},[179,23647,23649],{"id":23648},"a-new-starter-shows-as-behind-on-day-one","A new starter shows as behind on day one",[146,23651,23652],{},"That's expected: every published policy is waiting for them. It usually clears once they've signed in and worked through their first steps.",[179,23654,23656],{"id":23655},"no-published-policies-require-acknowledgment-yet","\"No published policies require acknowledgment yet\"",[146,23658,23659,23660,4867,23662,170],{},"None of your published policies ask for a signature. Edit a policy and switch on ",[161,23661,17107],{},[166,23663,3512],{"href":3511},[179,23665,23667],{"id":23666},"everyone-is-behind-on-one-policy","Everyone is behind on one policy",[146,23669,23670],{},"It was changed as a material change, so everyone must sign the new version.",{"title":359,"searchDepth":23,"depth":23,"links":23672},[23673,23674,23679,23680,23681],{"id":152,"depth":23,"text":153},{"id":23572,"depth":23,"text":23573,"children":23675},[23676,23677,23678],{"id":23578,"depth":33,"text":23579},{"id":23588,"depth":33,"text":23589},{"id":23607,"depth":33,"text":23608},{"id":23625,"depth":23,"text":23626},{"id":305,"depth":23,"text":306},{"id":316,"depth":23,"text":317,"children":23682},[23683,23684,23685],{"id":23648,"depth":33,"text":23649},{"id":23655,"depth":33,"text":23656},{"id":23666,"depth":33,"text":23667},"See which team members have signed every policy that asks for a signature, what each person still owes, and who signed an older version.",[23688,23689,23690,23691,23692],"policy acknowledgement tracking","who signed the policy","staff compliance dashboard","unsigned policies","policy signed old version",{},{"title":17158,"description":23686},"help\u002Foperations\u002Fpolicy-compliance-tracking","yTnlDkDW_2uxii9A-7-6zcDaH4DY_XfxVCMvsX3Fcc8",{"id":23698,"title":23699,"audience":7,"body":23700,"category":64,"description":23961,"draft":386,"extension":387,"icon":23962,"keywords":23963,"locale":11,"meta":23969,"navigation":398,"order":21387,"path":23970,"related":23971,"seo":23972,"sourceHash":402,"stem":23973,"translationReviewed":386,"updatedAt":404,"__hash__":23974},"help\u002Fhelp\u002Foperations\u002Frecord-and-follow-up-on-incidents.md","Record and follow up on venue incidents",{"type":143,"value":23701,"toc":23942},[23702,23708,23713,23715,23721,23750,23756,23759,23763,23837,23840,23844,23851,23862,23865,23868,23872,23881,23884,23888,23895,23902,23907,23909,23919,23922,23925,23927,23933,23935,23939],[146,23703,1986,23704,23707],{},[161,23705,23706],{},"Operations → Incidents"," to keep a record of something that happened at your venue: what occurred, who was involved, what your team did, and what still needs attention. An incident can concern a client, a visitor without a client record, or an event with no identifiable person.",[146,23709,23710,23711,170],{},"This is separate from the confidential HR log on a team member's profile. For attendance, performance, or employee conduct records, see ",[166,23712,18738],{"href":18737},[150,23714,153],{"id":152},[146,23716,23717,23718,23720],{},"Access follows your role's ",[161,23719,6869],{}," permissions:",[721,23722,23723,23733],{},[724,23724,23725],{},[727,23726,23727,23730],{},[730,23728,23729],{},"Permission",[730,23731,23732],{},"What you can do",[737,23734,23735,23742],{},[727,23736,23737,23739],{},[742,23738,910],{},[742,23740,23741],{},"Read the incident list and individual records.",[727,23743,23744,23747],{},[742,23745,23746],{},"Manage",[742,23748,23749],{},"View records, file incidents, update the response, close or reopen a matter, and download reports.",[146,23751,23752,23753,23755],{},"Client access and blocking have separate permissions. Being able to file an incident does not give you access to every client's profile or contact details. Ask an administrator to review ",[166,23754,12466],{"href":5455}," if an action is missing.",[146,23757,23758],{},"Incident records are internal. They are not displayed to the person named in the client portal.",[150,23760,23762],{"id":23761},"file-an-incident","File an incident",[176,23764,23765,23767,23774,23778,23781,23785,23797,23801,23814,23817,23821,23824,23827,23831],{},[179,23766,1933],{"id":1932},[146,23768,1936,23769,4034,23771,23773],{},[161,23770,23706],{},[161,23772,6964],{},". On mobile, use the add button in the page header.",[179,23775,23777],{"id":23776},"record-when-and-where-it-happened","Record when and where it happened",[146,23779,23780],{},"Enter the date and time the event occurred. You can record a past event, but not a future one. Check the location, especially if your business has several venues. The form may select your active location or your only location automatically.",[179,23782,23784],{"id":23783},"identify-the-subject","Identify the subject",[146,23786,23787,23788,11706,23790,263,23793,23796],{},"Choose an existing ",[161,23789,120],{},[161,23791,23792],{},"visitor",[161,23794,23795],{},"no identifiable person",". For a visitor, provide a name or a factual description. You do not need to create a client account just to document an event.",[179,23798,23800],{"id":23799},"describe-the-event","Describe the event",[146,23802,23803,23804,490,23807,263,23810,23813],{},"Choose a category and a severity of ",[161,23805,23806],{},"minor",[161,23808,23809],{},"serious",[161,23811,23812],{},"critical",". Add a short summary and a detailed description of what happened.",[146,23815,23816],{},"Categories cover solicitation of sexual services, harassment, threats or violence, theft, payment issues, intoxication, property damage, trespass, safety, privacy, and other events.",[179,23818,23820],{"id":23819},"record-the-response-and-people-involved","Record the response and people involved",[146,23822,23823],{},"Add any action already taken and any planned follow-up. If police were notified, record that and add the police reference if available. This records a notification you have already made; it does not contact the police.",[146,23825,23826],{},"You can add witnesses, affected people, and responders. Select a staff member or enter another person's name, with relevant contact information and notes. A record supports up to 20 people in this section.",[179,23828,23830],{"id":23829},"review-and-file","Review and file",[146,23832,23833,23834,170],{},"Check the subject, time, category, severity, description, and people before saving. The record receives an incident reference, identifies who filed it, and starts as ",[161,23835,23836],{},"Open",[146,23838,23839],{},"Write observable facts and distinguish what you witnessed from what someone told you. For example, “At 14:10, the visitor knocked a display onto the floor; Alex witnessed it” is more useful than a judgement about the visitor's character. Include only information needed to document the event and the response.",[150,23841,23843],{"id":23842},"update-the-response","Update the response",[146,23845,23846,23847,23850],{},"Open the incident and select ",[161,23848,23849],{},"Edit response",". You can update:",[155,23852,23853,23856,23859],{},[158,23854,23855],{},"Action taken.",[158,23857,23858],{},"Planned follow-up.",[158,23860,23861],{},"Whether police were notified and the police reference.",[146,23863,23864],{},"Save your changes when finished. Follow-up is a written record; it does not automatically schedule a task or send a reminder.",[146,23866,23867],{},"The original narrative, subject, category, severity, date, location, and people involved cannot be edited after filing. If you need to correct or clarify the original account, explain the correction in the follow-up, with a date and context, so readers can understand what changed.",[150,23869,23871],{"id":23870},"close-or-reopen-the-matter","Close or reopen the matter",[146,23873,3315,23874,23877,23878,23880],{},[161,23875,23876],{},"Close incident"," when the required response is complete. Closing keeps the record available; it does not delete it. Choose ",[161,23879,22667],{}," if further attention is needed.",[146,23882,23883],{},"Use the incident list's status and category filters to find open matters or review similar events.",[150,23885,23887],{"id":23886},"block-a-client-when-appropriate","Block a client when appropriate",[146,23889,23890,23891,23894],{},"Filing an incident does ",[161,23892,23893],{},"not"," automatically block the client.",[146,23896,23897,23898,23901],{},"For a linked client, users with the required client-management permission can choose ",[161,23899,23900],{},"Block client",". The block form suggests a reason and includes the incident reference. Review and confirm it separately. Some reasons, including the safety designation, require additional authority.",[146,23903,23904,23905,170],{},"The incident shows the client's current blocked status. Closing the incident does not unblock the client. Manage that separately using ",[166,23906,6728],{"href":6727},[150,23908,6323],{"id":6322},[146,23910,23911,23912,23914,23915,23918],{},"Users with ",[161,23913,23746],{}," permission can choose ",[161,23916,23917],{},"Download report"," to save a PDF. The report includes the incident record and your business branding, where configured. Its timestamps use the incident location's time zone, falling back to the business time zone and then UTC.",[146,23920,23921],{},"The download is recorded in the audit log. Client contact and sensitive details follow the exporting user's permissions, so a report may omit information the user cannot access. Review the PDF before sharing it through your business's chosen process. Downloading does not send it to police, insurers, or the client.",[146,23923,23924],{},"Repeated exports are limited. If you see a message about too many reports, wait before trying again.",[150,23926,306],{"id":305},[146,23928,23929,23930,23932],{},"The incident appears in the list with its reference, category, severity and ",[161,23931,23836],{}," status, and shows who filed it.",[150,23934,317],{"id":316},[179,23936,23938],{"id":23937},"i-can-no-longer-open-a-record","I can no longer open a record",[146,23940,23941],{},"Your role may no longer have access, you may be signed in to a different business, or the linked client's record may have been restricted following an erasure request. A restricted record cannot be opened or exported through the ordinary incident screens. Ask your administrator to review the restriction rather than creating a duplicate record to bypass it.",{"title":359,"searchDepth":23,"depth":23,"links":23943},[23944,23945,23953,23954,23955,23956,23957,23958],{"id":152,"depth":23,"text":153},{"id":23761,"depth":23,"text":23762,"children":23946},[23947,23948,23949,23950,23951,23952],{"id":1932,"depth":33,"text":1933},{"id":23776,"depth":33,"text":23777},{"id":23783,"depth":33,"text":23784},{"id":23799,"depth":33,"text":23800},{"id":23819,"depth":33,"text":23820},{"id":23829,"depth":33,"text":23830},{"id":23842,"depth":23,"text":23843},{"id":23870,"depth":23,"text":23871},{"id":23886,"depth":23,"text":23887},{"id":6322,"depth":23,"text":6323},{"id":305,"depth":23,"text":306},{"id":316,"depth":23,"text":317,"children":23959},[23960],{"id":23937,"depth":33,"text":23938},"File a factual record of a venue incident, document your response, close or reopen the matter, and download a report.","i-lucide-siren",[23964,23965,23966,23967,23968],"venue incident report","client incident","visitor safety harassment theft","police insurance report pdf","incident follow up",{},"\u002Fhelp\u002Foperations\u002Frecord-and-follow-up-on-incidents",[6727,18737,5455,3511],{"title":23699,"description":23961},"help\u002Foperations\u002Frecord-and-follow-up-on-incidents","S0-lVQ-oVHW6HBqqGboyiVebpXVxVPWcxs-tUlxxN-s",{"id":23976,"title":23977,"audience":120,"body":23978,"category":135,"description":24238,"draft":386,"extension":387,"icon":24239,"keywords":24240,"locale":11,"meta":24246,"navigation":398,"order":21387,"path":3719,"related":24247,"seo":24248,"sourceHash":402,"stem":24249,"translationReviewed":386,"updatedAt":697,"__hash__":24250},"help\u002Fhelp\u002Fportal\u002Fyour-appointments.md","See, reschedule, or cancel your appointments",{"type":143,"value":23979,"toc":24217},[23980,23983,23987,23997,23999,24004,24008,24015,24018,24085,24088,24092,24131,24139,24142,24151,24155,24182,24186,24189,24191,24195,24198,24200,24203,24207,24210,24214],[146,23981,23982],{},"See every visit you've booked, move one to a time that suits you better, or cancel it, all from your account. Anything that would cost you money is shown before you confirm.",[554,23984],{"alt":23985,"frame":544,"height":545,"src":23986,"width":549},"The Appointments screen on a phone: an upcoming Chemical Peel with Add to calendar, Share, Cancel and Reschedule buttons.","\u002Fhelp\u002Fportal\u002Fyour-appointments\u002Fappointments.webp",[2888,23988,23989],{},[146,23990,23991,23992,23996],{},"Prefer to watch? ",[166,23993,23995],{"href":23994},"\u002Fhelp\u002Facademy\u002Ffind-your-visits-and-next-booking","Find your visits without calling the front desk"," shows it in a minute.",[150,23998,153],{"id":152},[146,24000,24001,24002,170],{},"Sign in to your account with the email you book with. See ",[166,24003,3588],{"href":3952},[150,24005,24007],{"id":24006},"see-your-appointments","See your appointments",[146,24009,2879,24010,24012,24013,170],{},[161,24011,3710],{},". On a phone, tap the calendar icon at the bottom of the screen. Upcoming visits are at the top and past ones are under ",[161,24014,3451],{},[146,24016,24017],{},"Each visit shows the service, the day and time, who it's with, and its status:",[721,24019,24020,24028],{},[724,24021,24022],{},[727,24023,24024,24026],{},[730,24025,4922],{},[730,24027,20435],{},[737,24029,24030,24039,24048,24057,24066,24075],{},[727,24031,24032,24036],{},[742,24033,24034],{},[161,24035,23308],{},[742,24037,24038],{},"Booked, waiting for the venue to confirm it",[727,24040,24041,24045],{},[742,24042,24043],{},[161,24044,1044],{},[742,24046,24047],{},"The venue has confirmed it",[727,24049,24050,24054],{},[742,24051,24052],{},[161,24053,1066],{},[742,24055,24056],{},"The visit happened",[727,24058,24059,24063],{},[742,24060,24061],{},[161,24062,1070],{},[742,24064,24065],{},"It was called off",[727,24067,24068,24072],{},[742,24069,24070],{},[161,24071,1074],{},[742,24073,24074],{},"The venue recorded that you didn't come",[727,24076,24077,24082],{},[742,24078,24079],{},[161,24080,24081],{},"Not recorded",[742,24083,24084],{},"The time passed without the venue marking it",[146,24086,24087],{},"Times are always in the venue's own time zone: the time on the clock where your visit happens.",[150,24089,24091],{"id":24090},"move-a-visit-to-a-new-time","Move a visit to a new time",[176,24093,24094,24096,24099,24103,24113,24117,24120,24122],{},[179,24095,14722],{"id":14721},[146,24097,24098],{},"It's on the visit you want to move. A sheet opens with the current day and its open times.",[179,24100,24102],{"id":24101},"pick-a-day","Pick a day",[146,24104,24105,24106,24109,24110],{},"Tap the date under ",[161,24107,24108],{},"Pick a new day"," to choose another day. If the day is full, you'll see ",[161,24111,24112],{},"No open times that day. Try another.",[179,24114,24116],{"id":24115},"tap-a-time","Tap a time",[146,24118,24119],{},"Tapping a time only selects it. Nothing moves yet, so a stray tap can't reschedule you.",[179,24121,519],{"id":518},[146,24123,24124,24125,14819,24127,24130],{},"Check the summary, then tap ",[161,24126,14752],{},[161,24128,24129],{},"Back"," to pick again.",[542,24132,24136],{"frame":544,"height":545,"label":24133,"poster":24134,"src":24135,"width":549},"Reschedule tapped on a Chemical Peel, the open times load, 10:00 AM is chosen, and the sheet asks to confirm the new time.","\u002Fhelp\u002Fportal\u002Fyour-appointments\u002Freschedule.webp","\u002Fhelp\u002Fportal\u002Fyour-appointments\u002Freschedule.mp4",[146,24137,24138],{},"Moving a visit takes three taps.",[146,24140,24141],{},"Your booking moves; it isn't cancelled and rebooked. You get an updated confirmation by email.",[598,24143,24144],{},[146,24145,24146,24147,24150],{},"Some services cost more at busy times and less at quiet ones. If your new time changes the price, the sheet shows the new price before you confirm, and the button reads ",[161,24148,24149],{},"Confirm new time & price",". Nothing is charged then: any difference is settled at your visit.",[150,24152,24154],{"id":24153},"cancel-a-visit","Cancel a visit",[176,24156,24157,24161,24164,24168,24171,24173],{},[179,24158,24160],{"id":24159},"tap-cancel","Tap Cancel",[146,24162,24163],{},"It's on the visit you want to cancel.",[179,24165,24167],{"id":24166},"read-what-it-will-cost","Read what it will cost",[146,24169,24170],{},"The sheet says whether cancelling now charges a fee, keeps your deposit, or refunds it. If it says nothing about money, cancelling costs you nothing.",[179,24172,519],{"id":14795},[146,24174,24175,24176,14819,24178,24181],{},"Add a reason if you like, then tap ",[161,24177,15103],{},[161,24179,24180],{},"Keep it"," to change your mind.",[554,24183],{"alt":24184,"frame":544,"height":545,"src":24185,"width":549},"The Cancel appointment sheet: confirmation for Chemical Peel, an optional reason box, and the Keep it and Cancel appointment buttons.","\u002Fhelp\u002Fportal\u002Fyour-appointments\u002Fcancel.webp",[146,24187,24188],{},"A cancelled visit can't be restored. To come back, book again.",[150,24190,317],{"id":316},[179,24192,24194],{"id":24193},"the-reschedule-and-cancel-buttons-have-gone","The Reschedule and Cancel buttons have gone",[146,24196,24197],{},"You're inside the venue's cutoff, a set number of hours before the visit when online changes close. The visit shows a message such as \"Changes within 24h are by phone\" with the venue's number. Call them.",[179,24199,14877],{"id":14876},[146,24201,24202],{},"Someone booked that time while you were choosing. The open times reload; pick another.",[179,24204,24206],{"id":24205},"a-past-visit-says-not-recorded","A past visit says Not recorded",[146,24208,24209],{},"The venue didn't mark the visit as completed or missed. It doesn't affect you. Ask the venue if it matters for a package or membership session.",[179,24211,24213],{"id":24212},"i-dont-see-a-visit-i-booked","I don't see a visit I booked",[146,24215,24216],{},"You booked it with a different email from the one you sign in with. Sign in with that email, or ask the venue to update your details.",{"title":359,"searchDepth":23,"depth":23,"links":24218},[24219,24220,24221,24227,24232],{"id":152,"depth":23,"text":153},{"id":24006,"depth":23,"text":24007},{"id":24090,"depth":23,"text":24091,"children":24222},[24223,24224,24225,24226],{"id":14721,"depth":33,"text":14722},{"id":24101,"depth":33,"text":24102},{"id":24115,"depth":33,"text":24116},{"id":518,"depth":33,"text":519},{"id":24153,"depth":23,"text":24154,"children":24228},[24229,24230,24231],{"id":24159,"depth":33,"text":24160},{"id":24166,"depth":33,"text":24167},{"id":14795,"depth":33,"text":519},{"id":316,"depth":23,"text":317,"children":24233},[24234,24235,24236,24237],{"id":24193,"depth":33,"text":24194},{"id":14876,"depth":33,"text":14877},{"id":24205,"depth":33,"text":24206},{"id":24212,"depth":33,"text":24213},"See your upcoming and past visits in your account, move a visit to a new time, or cancel it, with any fee shown before you confirm.","i-lucide-calendar-days",[24241,24242,24243,14910,24244,24245],"see my appointments online","reschedule my appointment","cancel my appointment online","upcoming appointments salon","cancellation fee",{},[17322,590],{"title":23977,"description":24238},"help\u002Fportal\u002Fyour-appointments","PCKbBuLEG2isJ2ylRrRlA9KF6Fd_LQWAlcPa--_qTwI",{"id":24252,"title":24253,"audience":7,"body":24254,"category":54,"description":24683,"draft":386,"extension":387,"icon":24684,"keywords":24685,"locale":11,"meta":24692,"navigation":398,"order":21387,"path":24693,"related":24694,"seo":24696,"sourceHash":402,"stem":24697,"translationReviewed":386,"updatedAt":404,"__hash__":24698},"help\u002Fhelp\u002Fretail\u002Fproducts-and-stock.md","Products and stock",{"type":143,"value":24255,"toc":24655},[24256,24262,24266,24268,24275,24279,24398,24402,24406,24425,24429,24480,24494,24498,24501,24559,24571,24575,24586,24590,24617,24619,24625,24627,24631,24636,24640,24648,24652],[146,24257,24258,24259,24261],{},"Products are the physical things you sell: retail skincare, take-home kits, items added at the till. They live under ",[161,24260,11065],{},", and each one tracks its own stock at every location.",[554,24263],{"alt":24264,"height":9862,"src":24265,"width":5143},"The Products page at Main: Actions and Add product at the top, a search box with All, Low stock, Active and Archived filters, category chips, and product cards showing price, margin, SKU, category and how many are in stock.","\u002Fhelp\u002Fretail\u002Fproducts-and-stock\u002Flist.webp",[150,24267,153],{"id":152},[155,24269,24270],{},[158,24271,24272,24274],{},[161,24273,1421],{}," seeing products needs access to products; adding and changing them needs permission to manage them. Correcting stock needs permission to manage stock.",[150,24276,24278],{"id":24277},"add-a-product","Add a product",[176,24280,24281,24283,24290,24292,24305,24309,24319,24321,24333,24337,24350,24354,24371,24375,24391,24393],{},[179,24282,277],{"id":276},[146,24284,1936,24285,1469,24287,170],{},[161,24286,11065],{},[161,24288,24289],{},"Add product",[179,24291,4007],{"id":4006},[146,24293,11649,24294,24296,24297,490,24300,189,24302,24304],{},[161,24295,4016],{},", and if you like a ",[161,24298,24299],{},"SKU",[161,24301,3484],{},[161,24303,4020],{},". The description is shown to clients in the cart and the online store.",[179,24306,24308],{"id":24307},"add-a-barcode-and-image","Add a barcode and image",[146,24310,11649,24311,24314,24315,24318],{},[161,24312,24313],{},"Barcode"," (EAN or UPC) to scan it at the till. Select ",[161,24316,24317],{},"Upload image"," for a PNG, JPEG, WebP or GIF up to 5 MB.",[179,24320,4025],{"id":4024},[146,24322,11649,24323,17901,24326,24329,24330,170],{},[161,24324,24325],{},"Sell price",[161,24327,24328],{},"Cost"," if you want margin figures. Once both are set, you see the margin, for example ",[161,24331,24332],{},"52% margin",[179,24334,24336],{"id":24335},"set-the-stock","Set the stock",[146,24338,24339,24340,24342,24343,12182,24346,24349],{},"Enter how many you have ",[161,24341,20279],{},". Leave it blank for things you don't want to count, and the product shows ",[161,24344,24345],{},"Not tracked",[161,24347,24348],{},"Low-stock alert at"," to flag it in stock reports when it runs low.",[179,24351,24353],{"id":24352},"set-reordering","Set reordering",[146,24355,24356,24357,11706,24360,15862,24363,24366,24367,170],{},"Set a ",[161,24358,24359],{},"Reorder point",[161,24361,24362],{},"Reorder quantity",[161,24364,24365],{},"Preferred vendor"," so it appears on the reorder list when it runs low. See ",[166,24368,24370],{"href":24369},"\u002Fhelp\u002Fretail\u002Freorder-low-stock","Reorder low stock",[179,24372,24374],{"id":24373},"choose-where-its-sold","Choose where it's sold",[146,24376,1203,24377,9210,24380,24383,24384,24387,24388,24390],{},[161,24378,24379],{},"Online store",[161,24381,24382],{},"Show in online store"," to list it on your shop, or ",[161,24385,24386],{},"Professional only"," to keep it off the shop. Under ",[161,24389,10965],{},", switch off any location that doesn't sell it, or enter a different price there.",[179,24392,2019],{"id":2018},[146,24394,225,24395,170],{},[161,24396,24397],{},"Create product",[554,24399],{"alt":24400,"height":4148,"src":24401,"width":4150},"The Add product panel: Name, SKU, Category, Barcode for scanning at the register, Description, and Image with Upload image, with Cancel and Create product at the bottom.","\u002Fhelp\u002Fretail\u002Fproducts-and-stock\u002Fadd.webp",[150,24403,24405],{"id":24404},"sizes-and-shades","Sizes and shades",[146,24407,24408,24409,1486,24412,24415,24416,263,24418,24421,24422,170],{},"Open the product and, under ",[161,24410,24411],{},"Variants",[161,24413,24414],{},"Add variant"," for each size or shade, such as \"50 ml\". Each one has its own stock, and can have its own price and ",[161,24417,24328],{},[161,24419,24420],{},"Inherit"," the product's. Select ",[161,24423,24424],{},"Save variants",[150,24426,24428],{"id":24427},"read-the-product-list","Read the product list",[721,24430,24431,24440],{},[724,24432,24433],{},[727,24434,24435,24438],{},[730,24436,24437],{},"Shows",[730,24439,1026],{},[737,24441,24442,24452,24462,24471],{},[727,24443,24444,24449],{},[742,24445,24446],{},[161,24447,24448],{},"12 in stock",[742,24450,24451],{},"Normal",[727,24453,24454,24459],{},[742,24455,24456],{},[161,24457,24458],{},"3 left",[742,24460,24461],{},"At or below its low-stock alert",[727,24463,24464,24469],{},[742,24465,24466],{},[161,24467,24468],{},"Out of stock",[742,24470,20324],{},[727,24472,24473,24477],{},[742,24474,24475],{},[161,24476,24345],{},[742,24478,24479],{},"Stock isn't counted",[146,24481,24482,24483,490,24485,470,24487,24490,24491,24493],{},"Filter by ",[161,24484,3484],{},[161,24486,4922],{},[161,24488,24489],{},"Low stock",". With ",[161,24492,2082],{}," selected, figures add up every location.",[150,24495,24497],{"id":24496},"correct-stock-by-hand","Correct stock by hand",[146,24499,24500],{},"For a damaged bottle or a delivery that came without a purchase order:",[176,24502,24503,24507,24513,24517,24526,24530],{},[179,24504,24506],{"id":24505},"choose-the-location","Choose the location",[146,24508,24509,24510,24512],{},"Choose the location in the location pill in the top bar. You can't adjust stock with ",[161,24511,2082],{}," selected.",[179,24514,24516],{"id":24515},"open-the-product","Open the product",[146,24518,24519,24520,1486,24523,170],{},"Open the product. Under ",[161,24521,24522],{},"Stock by location",[161,24524,24525],{},"Record adjustment",[179,24527,24529],{"id":24528},"record-it","Record it",[146,24531,3315,24532,470,24534,4013,24536,21873,24539,1131,24541,490,24544,490,24547,470,24550,24553,24554,24556,24557,170],{},[161,24533,888],{},[161,24535,7523],{},[161,24537,24538],{},"Quantity",[161,24540,7168],{},[161,24542,24543],{},"Found \u002F correction",[161,24545,24546],{},"Damaged",[161,24548,24549],{},"Lost \u002F stolen",[161,24551,24552],{},"Correction","), and add ",[161,24555,3462],{}," if you like. Select ",[161,24558,19698],{},[146,24560,24561,24562,24566,24567,170],{},"To check every product at once, run a ",[166,24563,24565],{"href":24564},"\u002Fhelp\u002Fretail\u002Frun-a-stock-count","stock count",". To move stock between locations, use a ",[166,24568,24570],{"href":24569},"\u002Fhelp\u002Fretail\u002Ftransfer-stock-between-locations","transfer",[150,24572,24574],{"id":24573},"selling-and-refunds","Selling and refunds",[146,24576,24577,24578,24582,24583,24585],{},"Add products at checkout like anything else. See ",[166,24579,24581],{"href":24580},"\u002Fhelp\u002Fcheckout\u002Fsell-a-product","Sell a product",". A sale takes the stock from the location it happened at. When you refund the whole sale or chosen items, tick ",[161,24584,22227],{}," to put them back. A refund by amount leaves stock as it is.",[150,24587,24589],{"id":24588},"bundles","Bundles",[146,24591,24592,24593,13060,24595,4034,24597,7125,24599,24601,24602,24605,24606,2079,24609,24612,24613,24616],{},"A bundle sells several products together at one price, such as a \"Morning Glow Routine\". On ",[161,24594,11065],{},[161,24596,4566],{},[161,24598,24589],{},[161,24600,4909],{},". Name it, add the ",[161,24603,24604],{},"Products in this bundle",", and set the ",[161,24607,24608],{},"Bundle price",[161,24610,24611],{},"Bought separately"," shows what they'd cost on their own, so the saving is clear. Untick ",[161,24614,24615],{},"Available to sell"," to hide it.",[150,24618,306],{"id":305},[146,24620,24621,24622,24624],{},"The product appears in the list with its stock, and in the checkout catalogue. If you ticked ",[161,24623,24382],{},", it's on your shop too.",[150,24626,317],{"id":316},[179,24628,24630],{"id":24629},"switch-to-a-specific-location-to-adjust-stock-here","\"Switch to a specific location to adjust stock here\"",[146,24632,24633,24635],{},[161,24634,2082],{}," is selected. Choose one location in the location pill, then record the adjustment.",[179,24637,24639],{"id":24638},"the-product-isnt-in-the-checkout-catalogue","The product isn't in the checkout catalogue",[146,24641,24642,24643,24645,24646,170],{},"Check it's ",[161,24644,4956],{},", not archived, and switched on for this location under ",[161,24647,10965],{},[179,24649,24651],{"id":24650},"can-i-delete-a-product","Can I delete a product?",[146,24653,24654],{},"Archive it instead. It disappears from checkout, and past sales keep their history.",{"title":359,"searchDepth":23,"depth":23,"links":24656},[24657,24658,24668,24669,24670,24675,24676,24677,24678],{"id":152,"depth":23,"text":153},{"id":24277,"depth":23,"text":24278,"children":24659},[24660,24661,24662,24663,24664,24665,24666,24667],{"id":276,"depth":33,"text":277},{"id":4006,"depth":33,"text":4007},{"id":24307,"depth":33,"text":24308},{"id":4024,"depth":33,"text":4025},{"id":24335,"depth":33,"text":24336},{"id":24352,"depth":33,"text":24353},{"id":24373,"depth":33,"text":24374},{"id":2018,"depth":33,"text":2019},{"id":24404,"depth":23,"text":24405},{"id":24427,"depth":23,"text":24428},{"id":24496,"depth":23,"text":24497,"children":24671},[24672,24673,24674],{"id":24505,"depth":33,"text":24506},{"id":24515,"depth":33,"text":24516},{"id":24528,"depth":33,"text":24529},{"id":24573,"depth":23,"text":24574},{"id":24588,"depth":23,"text":24589},{"id":305,"depth":23,"text":306},{"id":316,"depth":23,"text":317,"children":24679},[24680,24681,24682],{"id":24629,"depth":33,"text":24630},{"id":24638,"depth":33,"text":24639},{"id":24650,"depth":33,"text":24651},"Add the products you sell, set prices and stock levels per location, add sizes or shades, correct stock by hand, and group products into bundles.","i-lucide-shopping-bag",[24686,24687,24688,24689,24690,24691],"add a product","retail products","track stock","product variants sizes","adjust stock","product bundle",{},"\u002Fhelp\u002Fretail\u002Fproducts-and-stock",[24695,1891,24564,24569,24369],"\u002Fhelp\u002Fretail\u002Fpurchase-orders-and-vendors",{"title":24253,"description":24683},"help\u002Fretail\u002Fproducts-and-stock","9mu-ocrLk9HzzJAikaN3NxEB4b7QDiLTtvXzOI9oIZc",{"id":24700,"title":10923,"audience":7,"body":24701,"category":94,"description":25043,"draft":386,"extension":387,"icon":25044,"keywords":25045,"locale":11,"meta":25052,"navigation":398,"order":21387,"path":10922,"related":25053,"seo":25054,"sourceHash":402,"stem":25055,"translationReviewed":386,"updatedAt":21027,"__hash__":25056},"help\u002Fhelp\u002Fsettings\u002Fmultiple-locations.md",{"type":143,"value":24702,"toc":25022},[24703,24708,24712,24714,24726,24730,24820,24829,24833,24862,24866,24927,24932,24936,24945,24949,24954,24966,24968,24978,24980,24984,24992,24996,25006,25010],[146,24704,24705,24706,170],{},"A location is a place you work from, with its own address, time zone, opening hours, team and prices. Clients choose a location first when they book online. You add and manage locations under ",[161,24707,10915],{},[554,24709],{"alt":24710,"height":13822,"src":24711,"width":5143},"Locations in the Business area of Settings: the rail with Business details, Locations, Region & formats and Goals & digest, then Show archived and Add location, and a card for each location, such as Main marked Listed and Primary, with its address, new clients, average appointment and online share for the last 30 days, a menu and Manage.","\u002Fhelp\u002Fsettings\u002Fmultiple-locations\u002Flocations.webp",[150,24713,153],{"id":152},[155,24715,24716,24720],{},[158,24717,24718,12536],{},[161,24719,1421],{},[158,24721,24722,24725],{},[161,24723,24724],{},"Know the time zone."," Every time on the calendar and in reminders follows the location's time zone.",[150,24727,24729],{"id":24728},"add-a-location","Add a location",[176,24731,24732,24734,24740,24744,24760,24764,24769,24773,24791,24795,24805,24809],{},[179,24733,277],{"id":276},[146,24735,1936,24736,1469,24738,170],{},[161,24737,10915],{},[161,24739,10918],{},[179,24741,24743],{"id":24742},"business-details","Business details",[146,24745,11649,24746,24749,24750,24753,24754,24757,24758,170],{},[161,24747,24748],{},"Location name"," clients see, an ",[161,24751,24752],{},"Internal location name"," for your team if you like, the ",[161,24755,24756],{},"Booking link"," name, and the location's phone and email. Select ",[161,24759,444],{},[179,24761,24763],{"id":24762},"categories","Categories",[146,24765,24766,24767,170],{},"Choose what kind of business this location is, then select ",[161,24768,444],{},[179,24770,24772],{"id":24771},"address-and-billing","Address and billing",[146,24774,24775,24776,24779,24780,3845,24783,24786,24787,24790],{},"Enter the address, or tick ",[161,24777,24778],{},"I don't have a business address (mobile and online services only)",". Check the ",[161,24781,24782],{},"Time zone",[161,24784,24785],{},"Billing details for client sales",", add the company name and ",[161,24788,24789],{},"Tax \u002F VAT number"," for receipts.",[179,24792,24794],{"id":24793},"opening-hours","Opening hours",[146,24796,24797,24798,24801,24802,170],{},"Set the days and hours you're open. They're your team's default hours there, and clients see them when booking. For holidays and other days you're closed, add a closed period under ",[161,24799,24800],{},"Settings → Booking → Closed periods",", for one location, several, or all of them at once. See ",[166,24803,4961],{"href":24804},"\u002Fhelp\u002Fsettings\u002Fonline-booking#close-for-a-holiday",[179,24806,24808],{"id":24807},"starting-point","Starting point",[146,24810,3315,24811,24814,24815,3466,24817,170],{},[161,24812,24813],{},"Copy setup from an existing location"," to bring over prices, products, hours, tax defaults and which memberships and gift cards work there, or ",[161,24816,23203],{},[161,24818,24819],{},"Save location",[146,24821,24822,24823,24825,24826,24828],{},"Next, add your team to the new location: in ",[161,24824,2419],{},", open each person and tick it on their ",[161,24827,10965],{}," tab. Someone can work at several locations, with one as their home.",[150,24830,24832],{"id":24831},"publish-it-online","Publish it online",[146,24834,24835,24836,24838,24839,24842,24843,24845,24846,24849,24850,24853,24854,24857,24858,170],{},"Each location has its own public page and booking link. On the location's card, open the ",[161,24837,1855],{}," menu and choose ",[161,24840,24841],{},"Edit profile",", then work through the steps: details, opening hours, venue images and amenities. Select ",[161,24844,3412],{}," when it's ready; ",[161,24847,24848],{},"Before you can publish"," lists anything missing. ",[161,24851,24852],{},"Unlist"," takes it off the web again, and ",[161,24855,24856],{},"Copy profile link"," gives you the address to share. See ",[166,24859,24861],{"href":24860},"\u002Fhelp\u002Fsettings\u002Fonline-presence","Publish your online presence page",[150,24863,24865],{"id":24864},"what-belongs-to-a-location-and-whats-shared","What belongs to a location and what's shared",[721,24867,24868,24878],{},[724,24869,24870],{},[727,24871,24872,24875],{},[730,24873,24874],{},"Per location",[730,24876,24877],{},"Shared by the whole business",[737,24879,24880,24888,24896,24904,24912,24919],{},[727,24881,24882,24885],{},[742,24883,24884],{},"Appointments and working hours",[742,24886,24887],{},"Clients: one person, one history, wherever they visit",[727,24889,24890,24893],{},[742,24891,24892],{},"Stock on hand (each product has its own count)",[742,24894,24895],{},"The product and service lists, though each location can have its own prices",[727,24897,24898,24901],{},[742,24899,24900],{},"Which services are offered and their prices",[742,24902,24903],{},"Memberships, packages and gift cards, which can be used at any location they're valid for",[727,24905,24906,24909],{},[742,24907,24908],{},"Payment policy and booking rules, if the location overrides them",[742,24910,24911],{},"Forms, notes, policies and boards",[727,24913,24914,24917],{},[742,24915,24916],{},"The cash drawer, sales and receipts",[742,24918,12466],{},[727,24920,24921,24924],{},[742,24922,24923],{},"Its public page and booking link",[742,24925,24926],{},"Tax rates (a location can have its own defaults)",[146,24928,24929,24930,170],{},"To switch which location you're looking at, use the location pill in the top bar. See ",[166,24931,1349],{"href":1348},[150,24933,24935],{"id":24934},"the-primary-location","The primary location",[146,24937,24938,24939,24941,24942,170],{},"One location is the primary. It's used whenever something needs a location and none was chosen. To change it, open the ",[161,24940,1855],{}," menu on another location and choose ",[161,24943,24944],{},"Set as primary",[150,24946,24948],{"id":24947},"archive-a-location","Archive a location",[598,24950,24951],{},[146,24952,24953],{},"Move team members to another location before you archive. Archiving keeps the location's history, but removes it from the location pill, from booking and from new activity.",[146,24955,24956,24957,24959,24960,24962,24963,24965],{},"Open the location's ",[161,24958,1855],{}," menu, choose ",[161,24961,3496],{},", then confirm. ",[161,24964,4936],{}," lists archived locations.",[150,24967,306],{"id":305},[146,24969,24970,24971,24974,24975,24977],{},"The location appears in the list and in the location pill in the top bar. Choose ",[161,24972,24973],{},"Copy booking link"," from its ",[161,24976,1855],{}," menu and open the link: clients can book at the new location once services and working hours are set there.",[150,24979,317],{"id":316},[179,24981,24983],{"id":24982},"times-on-the-calendar-are-an-hour-out","Times on the calendar are an hour out",[146,24985,24986,24987,1473,24989,170],{},"Check the location's ",[161,24988,24782],{},[161,24990,24991],{},"Edit details",[179,24993,24995],{"id":24994},"a-service-isnt-offered-at-the-new-location","A service isn't offered at the new location",[146,24997,2879,24998,7125,25000,25003,25004,170],{},[161,24999,4549],{},[161,25001,25002],{},"Actions → By location",", and switch the service on there. See ",[166,25005,4541],{"href":5021},[179,25007,25009],{"id":25008},"where-do-i-compare-locations","Where do I compare locations?",[146,25011,1203,25012,490,25014,25017,25018,25021],{},[161,25013,2463],{},[161,25015,25016],{},"Performance by location"," shows revenue, visits and staff side by side. ",[161,25019,25020],{},"Cross-location redemptions"," shows plans and gift cards sold at one location and used at another.",{"title":359,"searchDepth":23,"depth":23,"links":25023},[25024,25025,25033,25034,25035,25036,25037,25038],{"id":152,"depth":23,"text":153},{"id":24728,"depth":23,"text":24729,"children":25026},[25027,25028,25029,25030,25031,25032],{"id":276,"depth":33,"text":277},{"id":24742,"depth":33,"text":24743},{"id":24762,"depth":33,"text":24763},{"id":24771,"depth":33,"text":24772},{"id":24793,"depth":33,"text":24794},{"id":24807,"depth":33,"text":24808},{"id":24831,"depth":23,"text":24832},{"id":24864,"depth":23,"text":24865},{"id":24934,"depth":23,"text":24935},{"id":24947,"depth":23,"text":24948},{"id":305,"depth":23,"text":306},{"id":316,"depth":23,"text":317,"children":25039},[25040,25041,25042],{"id":24982,"depth":33,"text":24983},{"id":24994,"depth":33,"text":24995},{"id":25008,"depth":33,"text":25009},"Add a location, publish its page, see what each location keeps for itself and what the business shares, and archive a location you've closed.","i-lucide-map-pin",[25046,25047,25048,25049,25050,25051],"add a location","second location","multi location business","archive a location","primary location","what is per location",{},[5021,24693,3268],{"title":10923,"description":25043},"help\u002Fsettings\u002Fmultiple-locations","iAf0uBaT6ktZlg-U5rCl_6J0KGrDAOzijJk_Xfpd86M",{"id":25058,"title":18716,"audience":7,"body":25059,"category":74,"description":25354,"draft":386,"extension":387,"icon":25355,"keywords":25356,"locale":11,"meta":25363,"navigation":398,"order":21387,"path":18715,"related":25364,"seo":25365,"sourceHash":402,"stem":25366,"translationReviewed":386,"updatedAt":697,"__hash__":25367},"help\u002Fhelp\u002Fteam\u002Fcommission-and-compensation.md",{"type":143,"value":25060,"toc":25335},[25061,25067,25069,25082,25086,25183,25190,25194,25239,25243,25246,25250,25283,25288,25290,25303,25305,25309,25314,25318,25325,25329],[146,25062,25063,25064,25066],{},"Owneli works out commission by itself from the rules on each team member's ",[161,25065,9607],{}," section. Every amount it pays is recorded with the rule and the maths behind it, so you can always explain a number.",[150,25068,153],{"id":152},[155,25070,25071,25076],{},[158,25072,25073,25075],{},[161,25074,1421],{}," anyone with permission to manage the team. Regular staff can't see other people's pay.",[158,25077,25078,25081],{},[161,25079,25080],{},"Check how they're employed."," Employees and contractors earn commission; booth renters don't.",[150,25083,25085],{"id":25084},"add-a-commission","Add a commission",[176,25087,25088,25092,25104,25106,25121,25123,25155,25159,25171,25175],{},[179,25089,25091],{"id":25090},"open-their-pay","Open their pay",[146,25093,1936,25094,25096,25097,3845,25099,1486,25102,170],{},[161,25095,2419],{},", select the person, and open ",[161,25098,9607],{},[161,25100,25101],{},"Commissions",[161,25103,25085],{},[179,25105,21720],{"id":21719},[146,25107,1203,25108,1207,25111,25114,25115,25118,25119,170],{},[161,25109,25110],{},"How is this commission calculated?",[161,25112,25113],{},"Fixed rate"," (one rate on every qualifying sale, such as 20% of services) or ",[161,25116,25117],{},"Tiered"," (the rate climbs as their sales in a period grow). Select ",[161,25120,444],{},[179,25122,23235],{"id":23234},[146,25124,15035,25125,470,25128,7614,25130,25133,25134,25137,25138,25141,25142,490,25144,189,25146,2079,25149,25152,25153,170],{},[161,25126,25127],{},"Percentage",[161,25129,7405],{},[161,25131,25132],{},"Rate",", and what it ",[161,25135,25136],{},"Applies to",", such as services or products. For tiered, set the ",[161,25139,25140],{},"Sales period"," and each tier's ",[161,25143,21752],{},[161,25145,21755],{},[161,25147,25148],{},"Earns",[161,25150,25151],{},"For a $100 sale"," shows what they'd earn. Select ",[161,25154,444],{},[179,25156,25158],{"id":25157},"set-the-dates","Set the dates",[146,25160,25161,25162,189,25165,25167,25168,170],{},"Choose when it ",[161,25163,25164],{},"Starts",[161,25166,12383],{},", and, if you like, only certain ",[161,25169,25170],{},"Days of the week",[179,25172,25174],{"id":25173},"apply-it","Apply it",[146,25176,225,25177,7176,25180,170],{},[161,25178,25179],{},"Apply commission",[161,25181,25182],{},"Commission added",[146,25184,25185,25186,25189],{},"To set up several people the same way, use ",[161,25187,25188],{},"Copy commissions from"," and pick a member.",[150,25191,25193],{"id":25192},"advanced-options","Advanced options",[721,25195,25196,25204],{},[724,25197,25198],{},[727,25199,25200,25202],{},[730,25201,3136],{},[730,25203,735],{},[737,25205,25206,25219,25229],{},[727,25207,25208,25216],{},[742,25209,25210,470,25213],{},[161,25211,25212],{},"Progressive",[161,25214,25215],{},"Retroactive",[742,25217,25218],{},"For tiered rates: each band pays only on the sales inside it, or the highest band reached pays on the whole period",[727,25220,25221,25226],{},[742,25222,25223],{},[161,25224,25225],{},"Commission base",[742,25227,25228],{},"Pay on the price after discounts, take tax off first, or deduct product cost or service consumables first",[727,25230,25231,25236],{},[742,25232,25233],{},[161,25234,25235],{},"Level",[742,25237,25238],{},"The rung this person sits on, such as Senior. Someone with no rule of their own uses their level's rule.",[150,25240,25242],{"id":25241},"which-rule-wins","Which rule wins",[146,25244,25245],{},"When a sale closes, each line uses the most specific rule that covers it: one set for that item, then the person's own rule, then their role, their level, their location, and finally a business-wide rule. Two rules never split a line.",[150,25247,25249],{"id":25248},"packages-and-memberships","Packages and memberships",[146,25251,1203,25252,25255,25256,25258,25259,189,25261,25263,25264,25267,25268,25271,25272,25275,25276,3466,25279,25282],{},[161,25253,25254],{},"Revenue recognition",", at the bottom of anyone's ",[161,25257,9607],{}," section, choose for ",[161,25260,1497],{},[161,25262,1494],{}," when they pay commission: ",[161,25265,25266],{},"When sold"," (the seller earns it all at the sale), ",[161,25269,25270],{},"When redeemed"," (the person who does each session earns it then), or ",[161,25273,25274],{},"Split sold \u002F redeemed",", with the ",[161,25277,25278],{},"Share paid at sale",[161,25280,25281],{},"Save recognition",". It applies to the whole business. A change applies from now on; it never changes past periods by itself.",[2453,25284,25285],{},[146,25286,25287],{},"If you change how someone is employed and then recalculate a past period, the recalculation uses how they're employed today.",[150,25289,306],{"id":305},[146,25291,25292,25293,25296,25297,25300,25301,170],{},"After their next sale, open ",[161,25294,25295],{},"Reports → Commission statement",". Their line shows the amount, and selecting it shows ",[161,25298,25299],{},"Why this commission",": the rule, the base and the calculation. Team members see their own commission in ",[166,25302,5274],{"href":5277},[150,25304,317],{"id":316},[179,25306,25308],{"id":25307},"someones-commission-is-zero","Someone's commission is zero",[146,25310,25311,25312,170],{},"Check, in order: they aren't a booth renter, a rule covers what they sold, the rule's dates and days include the sale, and, for packages, the policy isn't ",[161,25313,25270],{},[179,25315,25317],{"id":25316},"a-team-member-thinks-a-commission-line-is-wrong","A team member thinks a commission line is wrong",[146,25319,25320,25321,25324],{},"They can select ",[161,25322,25323],{},"Dispute this"," on the line in their statement. You review it and, if needed, post a correction. The original line is never edited.",[179,25326,25328],{"id":25327},"commission-staff-had-a-slow-week","Commission staff had a slow week",[146,25330,3199,25331,170],{},[166,25332,25334],{"href":25333},"\u002Fhelp\u002Fteam\u002Fpay-commission-staff-minimum-wage","Make sure commission staff earn minimum wage",{"title":359,"searchDepth":23,"depth":23,"links":25336},[25337,25338,25345,25346,25347,25348,25349],{"id":152,"depth":23,"text":153},{"id":25084,"depth":23,"text":25085,"children":25339},[25340,25341,25342,25343,25344],{"id":25090,"depth":33,"text":25091},{"id":21719,"depth":33,"text":21720},{"id":23234,"depth":33,"text":23235},{"id":25157,"depth":33,"text":25158},{"id":25173,"depth":33,"text":25174},{"id":25192,"depth":23,"text":25193},{"id":25241,"depth":23,"text":25242},{"id":25248,"depth":23,"text":25249},{"id":305,"depth":23,"text":306},{"id":316,"depth":23,"text":317,"children":25350},[25351,25352,25353],{"id":25307,"depth":33,"text":25308},{"id":25316,"depth":33,"text":25317},{"id":25327,"depth":33,"text":25328},"Add fixed or tiered commission for a team member, choose when packages and memberships pay, and see why each commission was paid.","i-lucide-percent",[25357,25358,25359,25360,25361,25362],"staff commission setup","commission not showing","commission calculation","tiered commission","commission on packages and memberships","worker classification commission",{},[5748,5277,3238],{"title":18716,"description":25354},"help\u002Fteam\u002Fcommission-and-compensation","4xtpFJhX2KM-caViotayyN-SyfHtR80s_e5jXn-LZV0",{"id":25369,"title":25370,"audience":7,"body":25371,"category":44,"description":25535,"draft":386,"extension":387,"icon":25536,"keywords":25537,"locale":11,"meta":25544,"navigation":398,"order":25545,"path":22925,"related":25546,"seo":25547,"sourceHash":402,"stem":25548,"translationReviewed":386,"updatedAt":2935,"__hash__":25549},"help\u002Fhelp\u002Fclients\u002Freply-from-a-notification.md","Reply to a client from a notification on Android",{"type":143,"value":25372,"toc":25519},[25373,25386,25388,25418,25422,25449,25455,25459,25467,25471,25478,25483,25487,25490,25492,25496,25505,25509,25512,25516],[146,25374,25375,25376,25379,25380,189,25382,25385],{},"When a client writes to you, the ",[161,25377,25378],{},"Owneli for Business"," app on Android shows the message as a notification with ",[161,25381,11380],{},[161,25383,25384],{},"Mark as read",". Answer a quick question without opening the app, or clear it once you've seen it.",[150,25387,153],{"id":152},[155,25389,25390,25399,25410],{},[158,25391,25392,25395,25396,25398],{},[161,25393,25394],{},"Use the Android app."," This works in ",[161,25397,25378],{}," from Google Play, with notifications allowed for it. Notifications in a browser, and on an iPhone, don't have these buttons yet.",[158,25400,25401,25403,25404,25406,25407,25409],{},[161,25402,1421],{}," anyone who can reply in the inbox can use ",[161,25405,11380],{},". Someone who can only read the inbox sees ",[161,25408,25384],{}," alone.",[158,25411,25412,25415,25416,15230],{},[161,25413,25414],{},"Notifications on."," Open the account menu and check ",[161,25417,1999],{},[150,25419,25421],{"id":25420},"reply-from-the-notification","Reply from the notification",[176,25423,25424,25428,25431,25435,25440,25442],{},[179,25425,25427],{"id":25426},"open-the-notification","Open the notification",[146,25429,25430],{},"Pull down the notification shade. Messages in the same conversation stack in one notification.",[179,25432,25434],{"id":25433},"select-reply","Select Reply",[146,25436,225,25437,25439],{},[161,25438,11380],{},". If your phone is locked, it asks you to unlock it first.",[179,25441,22625],{"id":22624},[146,25443,25444,25445,25448],{},"Type your answer and select send. It appears under ",[161,25446,25447],{},"You"," in the notification.",[146,25450,25451,25452,25454],{},"Your reply goes on the channel the conversation last used, such as a text or the client's online account, exactly as if you'd sent it from ",[161,25453,22564],{},". A text reply uses your messaging balance like any other.",[150,25456,25458],{"id":25457},"mark-a-message-as-read","Mark a message as read",[146,25460,225,25461,25463,25464,25466],{},[161,25462,25384],{},". The notification goes away, and the conversation is marked read in ",[161,25465,3673],{}," up to that message, just as opening it in the app would.",[150,25468,25470],{"id":25469},"if-a-reply-cant-be-sent","If a reply can't be sent",[146,25472,25473,25474,25477],{},"If the conversation's channel can't carry your reply, the notification changes to ",[161,25475,25476],{},"Not sent, tap to open",". Nothing is sent later on its own. Tap it: the conversation opens with your reply waiting in the message box, so you can check the channel and send it from there.",[146,25479,25480,25481,170],{},"This happens when, for example, the client texted STOP, texting is off for your business, your business has no texting line of its own yet, or the client has no online account. See ",[166,25482,22556],{"href":22923},[150,25484,25486],{"id":25485},"privacy-on-a-locked-screen","Privacy on a locked screen",[146,25488,25489],{},"The message text is hidden on a locked screen. Both buttons ask you to unlock your phone first.",[150,25491,2846],{"id":2845},[179,25493,25495],{"id":25494},"i-dont-see-reply-or-mark-as-read","I don't see Reply or Mark as read",[146,25497,25498,25499,25501,25502,25504],{},"Update ",[161,25500,25378],{}," from Google Play. Older versions show a plain notification. If you still only see ",[161,25503,25384],{},", your role can read the inbox but not reply.",[179,25506,25508],{"id":25507},"can-i-choose-a-different-channel-from-the-notification","Can I choose a different channel from the notification?",[146,25510,25511],{},"No. The notification always replies on the channel the conversation last used. To use another one, open the conversation and choose the channel there.",[179,25513,25515],{"id":25514},"my-reply-says-it-wasnt-sent-but-im-signed-in","My reply says it wasn't sent, but I'm signed in",[146,25517,25518],{},"The phone may have signed out of that account, or your business's idle timeout has passed. Open the app, sign in again, and send it from the conversation.",{"title":359,"searchDepth":23,"depth":23,"links":25520},[25521,25522,25527,25528,25529,25530],{"id":152,"depth":23,"text":153},{"id":25420,"depth":23,"text":25421,"children":25523},[25524,25525,25526],{"id":25426,"depth":33,"text":25427},{"id":25433,"depth":33,"text":25434},{"id":22624,"depth":33,"text":22625},{"id":25457,"depth":23,"text":25458},{"id":25469,"depth":23,"text":25470},{"id":25485,"depth":23,"text":25486},{"id":2845,"depth":23,"text":2846,"children":25531},[25532,25533,25534],{"id":25494,"depth":33,"text":25495},{"id":25507,"depth":33,"text":25508},{"id":25514,"depth":33,"text":25515},"Answer a client's message, or mark it read, straight from the notification on your Android phone, and what happens when a reply can't be sent.","i-lucide-message-square-reply",[25538,25539,25540,25541,25542,25543],"reply from notification","android message notification","quick reply","mark as read notification","not sent tap to open","owneli for business app",{},42,[22923,2817],{"title":25370,"description":25535},"help\u002Fclients\u002Freply-from-a-notification","5lK3sA1oxs_NsZk79ucckspcoRW9yKQdWxbTuZ3eNiY",{"id":25551,"title":25552,"audience":7,"body":25553,"category":34,"description":25733,"draft":386,"extension":387,"icon":25734,"keywords":25735,"locale":11,"meta":25743,"navigation":398,"order":25744,"path":25745,"related":25746,"seo":25747,"sourceHash":402,"stem":25748,"translationReviewed":386,"updatedAt":6282,"__hash__":25749},"help\u002Fhelp\u002Fcheckout\u002Fundo-a-sale.md","Undo a sale that took no money",{"type":143,"value":25554,"toc":25719},[25555,25558,25560,25575,25579,25627,25630,25641,25643,25668,25671,25673,25677,25680,25712,25716],[146,25556,25557],{},"When a sale was covered entirely by a client's package sessions, membership credits or points, it closes at $0 with no payment, so there is nothing to refund. If it was rung up by mistake, for the wrong client or the wrong service, undo it instead: the client gets their sessions, credits and points back, the sale is voided, and its appointment goes back on the calendar to be checked out again.",[150,25559,153],{"id":152},[155,25561,25562,25567],{},[158,25563,25564,25566],{},[161,25565,1421],{}," admins and owners, or anyone whose role can void sales.",[158,25568,25569,25572,25573,170],{},[161,25570,25571],{},"The sale took no money."," If any part was paid by card, cash or gift card, refund it instead. See ",[166,25574,1440],{"href":1439},[150,25576,25578],{"id":25577},"undo-the-sale","Undo the sale",[176,25580,25581,25585,25596,25600,25610,25612,25617,25619],{},[179,25582,25584],{"id":25583},"open-the-sales-receipt","Open the sale's receipt",[146,25586,1936,25587,25589,25590,25592,25593,170],{},[161,25588,1650],{}," and select the sale. You can also open it from the client's profile, under ",[161,25591,6789],{},", or from the calendar: select the appointment, then ",[161,25594,25595],{},"View sale",[179,25597,25599],{"id":25598},"choose-undo-sale","Choose Undo sale",[146,25601,25602,25603,25606,25607,25609],{},"On the receipt, select ",[161,25604,25605],{},"Undo sale",". On a phone, and in the calendar's sale panel, it's in the ",[161,25608,1855],{}," menu.",[179,25611,15032],{"id":15031},[146,25613,7165,25614,25616],{},[161,25615,7168],{},", such as \"Redeemed on the wrong client\". It's kept on the audit log.",[179,25618,519],{"id":518},[146,25620,225,25621,7176,25623,25626],{},[161,25622,25605],{},[161,25624,25625],{},"Sale undone",": the sessions, credits and points are back on the client's account.",[146,25628,25629],{},"Undoing a sale also takes back the commission it earned and puts any product it included back in stock. It can't be reversed, but you can check the appointment out again.",[2888,25631,25632],{},[146,25633,25634,25635,25637,25638,25640],{},"Just finished the checkout? The finished sale's ",[161,25636,1855],{}," menu has ",[161,25639,25605],{},", which opens the receipt.",[150,25642,306],{"id":305},[155,25644,25645,25656,25662],{},[158,25646,25647,25648,25651,25652,16425,25654,170],{},"The receipt says ",[161,25649,25650],{},"This sale was voided",", and the sale shows as ",[161,25653,5200],{},[161,25655,1650],{},[158,25657,25658,25659,25661],{},"On the client's ",[161,25660,1504],{},", the package or membership shows the sessions back.",[158,25663,25664,25665,25667],{},"On the calendar, the appointment is back and offers ",[161,25666,1465],{},", so you can ring it up the right way.",[146,25669,25670],{},"If you check the appointment out again, the client isn't thanked for the visit twice.",[150,25672,317],{"id":316},[179,25674,25676],{"id":25675},"i-dont-see-undo-sale","I don't see Undo sale",[146,25678,25679],{},"Undo sale shows only when every part of it can be reversed. It's missing when:",[155,25681,25682,25688,25694,25700,25706],{},[158,25683,25684,25687],{},[161,25685,25686],{},"Money was taken."," Refund the sale instead.",[158,25689,25690,25693],{},[161,25691,25692],{},"The sale still owes a balance."," Collect it or finish the sale first.",[158,25695,25696,25699],{},[161,25697,25698],{},"The sale sold a package, membership or gift card",", rather than using one. Adjust that item from the client's profile instead.",[158,25701,25702,25705],{},[161,25703,25704],{},"The sale was imported"," from your previous system.",[158,25707,25708,25711],{},[161,25709,25710],{},"Your role can't void sales."," Ask an admin or owner.",[179,25713,25715],{"id":25714},"this-sale-took-a-payment-so-refund-it-instead","\"This sale took a payment, so refund it instead\"",[146,25717,25718],{},"A payment was added to the sale since you opened it. Refund it instead.",{"title":359,"searchDepth":23,"depth":23,"links":25720},[25721,25722,25728,25729],{"id":152,"depth":23,"text":153},{"id":25577,"depth":23,"text":25578,"children":25723},[25724,25725,25726,25727],{"id":25583,"depth":33,"text":25584},{"id":25598,"depth":33,"text":25599},{"id":15031,"depth":33,"text":15032},{"id":518,"depth":33,"text":519},{"id":305,"depth":23,"text":306},{"id":316,"depth":23,"text":317,"children":25730},[25731,25732],{"id":25675,"depth":33,"text":25676},{"id":25714,"depth":33,"text":25715},"Undo a sale paid only with package sessions, membership credits or points, so the client gets them back and the sale is voided.","i-lucide-undo-2",[25736,25737,25738,25739,25740,25741,25742],"undo sale","give back package session","wrong client redeemed session","return membership credit","void a zero dollar sale","redeemed by mistake","check out an appointment again",{},45,"\u002Fhelp\u002Fcheckout\u002Fundo-a-sale",[1439,1726,22550],{"title":25552,"description":25733},"help\u002Fcheckout\u002Fundo-a-sale","P79ILUzUBELoVQQ_5lY563PvHal2bbpmocdmQyMEc4s",{"id":25751,"title":2042,"audience":7,"body":25752,"category":44,"description":26022,"draft":386,"extension":387,"icon":26023,"keywords":26024,"locale":11,"meta":26031,"navigation":398,"order":25744,"path":2041,"related":26032,"seo":26033,"sourceHash":402,"stem":26034,"translationReviewed":386,"updatedAt":5027,"__hash__":26035},"help\u002Fhelp\u002Fclients\u002Fmarketing-consent-and-unsubscribes.md",{"type":143,"value":25753,"toc":26004},[25754,25757,25761,25767,25822,25828,25833,25837,25876,25887,25891,25894,25905,25908,25912,25915,25955,25958,25962,25965,25969,25974,25976,25984,25986,25990,25997,26001],[146,25755,25756],{},"Campaigns and offers only go to clients who agreed to them. Each client has a separate yes or no for marketing emails and marketing texts, recorded with the date, and never switched on without them.",[150,25758,25760],{"id":25759},"appointment-messages-versus-marketing","Appointment messages versus marketing",[146,25762,25763,25764,25766],{},"On a client's profile, under ",[161,25765,1999],{},", there are two groups:",[721,25768,25769,25784],{},[724,25770,25771],{},[727,25772,25773,25775,25778,25781],{},[730,25774,6890],{},[730,25776,25777],{},"Switch",[730,25779,25780],{},"Covers",[730,25782,25783],{},"To start with",[737,25785,25786,25804],{},[727,25787,25788,25792,25798,25801],{},[742,25789,25790],{},[161,25791,3710],{},[742,25793,25794,490,25796],{},[161,25795,2003],{},[161,25797,2006],{},[742,25799,25800],{},"Confirmations, reminders and changes to their own bookings, and a reminder before a package or membership runs out",[742,25802,25803],{},"On",[727,25805,25806,25810,25816,25819],{},[742,25807,25808],{},[161,25809,15884],{},[742,25811,25812,490,25814],{},[161,25813,2009],{},[161,25815,2012],{},[742,25817,25818],{},"Campaigns, newsletters and offers",[742,25820,25821],{},"Off until the client agrees",[146,25823,25824,25825,25827],{},"Turning on ",[161,25826,2006],{}," isn't permission to send offers. Marketing is a separate choice the client makes.",[598,25829,25830],{},[146,25831,25832],{},"Only turn on a marketing switch when the client actually agreed: on a form, in person at the desk, or online. Turning it on \"so they get our offers\" is exactly what the separate switches are there to prevent.",[150,25834,25836],{"id":25835},"record-a-clients-agreement","Record a client's agreement",[176,25838,25839,25843,25847,25851,25856,25860,25869,25871],{},[179,25840,25842],{"id":25841},"open-their-details","Open their details",[146,25844,2168,25845,170],{},[161,25846,7042],{},[179,25848,25850],{"id":25849},"go-to-notifications","Go to Notifications",[146,25852,225,25853,25855],{},[161,25854,1999],{}," in the list of sections.",[179,25857,25859],{"id":25858},"turn-on-what-they-agreed-to","Turn on what they agreed to",[146,25861,10700,25862,470,25864,2079,25866,25868],{},[161,25863,2009],{},[161,25865,2012],{},[161,25867,2012],{}," needs a phone number on file.",[179,25870,2019],{"id":2018},[146,25872,225,25873,25875],{},[161,25874,3844],{},". The date is recorded with their choice.",[146,25877,25878,25879,7589,25881,490,25883,189,25885,170],{},"Clients can also change these themselves in their account, under ",[161,25880,1999],{},[161,25882,3851],{},[161,25884,3854],{},[161,25886,3857],{},[150,25888,25890],{"id":25889},"when-a-client-unsubscribes","When a client unsubscribes",[146,25892,25893],{},"Every marketing email has an unsubscribe link. When a client uses it:",[155,25895,25896,25899,25902],{},[158,25897,25898],{},"They see a page asking them to confirm with one more click, so email scanners that open links can't unsubscribe people by accident.",[158,25900,25901],{},"The unsubscribe button some mail apps show works too.",[158,25903,25904],{},"Their marketing email agreement is switched off straight away, with the date.",[146,25906,25907],{},"Appointment confirmations and reminders keep coming, because they're about the client's own bookings.",[150,25909,25911],{"id":25910},"when-a-client-texts-stop","When a client texts STOP",[146,25913,25914],{},"What STOP stops depends on the number the client replied to:",[721,25916,25917,25927],{},[724,25918,25919],{},[727,25920,25921,25924],{},[730,25922,25923],{},"They replied STOP to",[730,25925,25926],{},"What stops",[737,25928,25929,25937,25945],{},[727,25930,25931,25934],{},[742,25932,25933],{},"Your booking line, the number reminders come from",[742,25935,25936],{},"Every text from your business, marketing and appointment",[727,25938,25939,25942],{},[742,25940,25941],{},"Your separate marketing number, if you have one",[742,25943,25944],{},"Marketing texts only. Reminders keep coming.",[727,25946,25947,25950],{},[742,25948,25949],{},"Owneli's old shared number",[742,25951,25952,25953,170],{},"Texts from that number only, which no longer sends your texts. Texts from your own line still reach them. Their profile shows it under ",[161,25954,6805],{},[146,25956,25957],{},"They can reply START to the same number to turn texts back on.",[150,25959,25961],{"id":25960},"when-a-client-texts-cancel","When a client texts CANCEL",[146,25963,25964],{},"Carriers treat CANCEL as a STOP word, in every language, so a client who answers a reminder with \"Cancel\" is opted out of your texts rather than cancelling their visit, and the visit stays booked. When that phone has a reminder open, the text lands in the inbox unread with a note saying so, such as \"Texted CANCEL, which carriers treat as STOP\", so you can ask whether they meant the appointment. This is why the cancel phrase for reminder replies can never be a STOP, HELP or START word.",[150,25966,25968],{"id":25967},"blocked-clients","Blocked clients",[146,25970,25971,25972,170],{},"Blocking a client stops all marketing to them, whatever they agreed to, including campaigns already under way. See ",[166,25973,6728],{"href":6727},[150,25975,306],{"id":305},[146,25977,25978,25979,2079,25981,25983],{},"Open the client's details and look at ",[161,25980,1999],{},[166,25982,9010],{"href":9009}," only send to clients whose marketing switch is on.",[150,25985,317],{"id":316},[179,25987,25989],{"id":25988},"a-client-unsubscribed-but-still-gets-reminders","A client unsubscribed but still gets reminders",[146,25991,25992,25993,189,25995,170],{},"That's expected. Unsubscribing removes marketing only. Reminders follow ",[161,25994,2003],{},[161,25996,2006],{},[179,25998,26000],{"id":25999},"can-i-sign-a-client-back-up-after-they-unsubscribed","Can I sign a client back up after they unsubscribed?",[146,26002,26003],{},"Only if they ask you to. Their request is the agreement; then turn the switch back on.",{"title":359,"searchDepth":23,"depth":23,"links":26005},[26006,26007,26013,26014,26015,26016,26017,26018],{"id":25759,"depth":23,"text":25760},{"id":25835,"depth":23,"text":25836,"children":26008},[26009,26010,26011,26012],{"id":25841,"depth":33,"text":25842},{"id":25849,"depth":33,"text":25850},{"id":25858,"depth":33,"text":25859},{"id":2018,"depth":33,"text":2019},{"id":25889,"depth":23,"text":25890},{"id":25910,"depth":23,"text":25911},{"id":25960,"depth":23,"text":25961},{"id":25967,"depth":23,"text":25968},{"id":305,"depth":23,"text":306},{"id":316,"depth":23,"text":317,"children":26019},[26020,26021],{"id":25988,"depth":33,"text":25989},{"id":25999,"depth":33,"text":26000},"How a client's agreement to marketing emails and texts is recorded, what unsubscribing changes, and why appointment messages still arrive.","i-lucide-mail-check",[26025,26026,26027,26028,26029,26030,22920],"marketing consent","client unsubscribed","email opt out","sms marketing consent","unsubscribe link","still getting appointment reminders",{},[9009,16627,22923],{"title":2042,"description":26022},"help\u002Fclients\u002Fmarketing-consent-and-unsubscribes","c3GC6U9MDHZM-5h8yiWfw4UBMkjXn0Z8vfk4L-i5HFY",{"id":26037,"title":26038,"audience":7,"body":26039,"category":14,"description":26294,"draft":386,"extension":387,"icon":26295,"keywords":26296,"locale":11,"meta":26301,"navigation":398,"order":25744,"path":19676,"related":26302,"seo":26303,"sourceHash":402,"stem":26304,"translationReviewed":386,"updatedAt":2935,"__hash__":26305},"help\u002Fhelp\u002Fgetting-started\u002Ftest-your-booking-link-on-a-phone.md","Test your booking link on a phone before sharing it",{"type":143,"value":26040,"toc":26275},[26041,26044,26046,26062,26066,26145,26149,26152,26155,26220,26226,26229,26231,26234,26236,26240,26255,26259,26262,26266],[146,26042,26043],{},"Try the journey a new client takes before putting your booking link on your website or social profile. The public booking page works in a phone browser without an account or an app download.",[150,26045,153],{"id":152},[155,26047,26048,26053,26059],{},[158,26049,26050,26052],{},[161,26051,1421],{}," anyone with the public link can try the guest journey. Changing booking settings needs the owner's or an admin's access.",[158,26054,10700,26055,26058],{},[166,26056,26057],{"href":4960},"online booking"," and set up a location, an online service and staff working hours.",[158,26060,26061],{},"Decide whether you are only reviewing the screens or making a real booking. A live booking can send confirmations, reserve staff time and take the payment shown.",[150,26063,26065],{"id":26064},"walk-through-as-a-new-client","Walk through as a new client",[176,26067,26068,26072,26083,26087,26090,26094,26102,26105,26113,26117,26122,26126,26131,26135],{},[179,26069,26071],{"id":26070},"copy-the-public-link","Copy the public link",[146,26073,2879,26074,3466,26076,1541,26079,26082],{},[161,26075,11048],{},[161,26077,26078],{},"Copy",[161,26080,26081],{},"Your public link",". Use the location or service link you actually plan to share.",[179,26084,26086],{"id":26085},"open-it-on-your-phone","Open it on your phone",[146,26088,26089],{},"Paste the link into a private browser window on your phone. Check the business name, logo and location before choosing a service. A private window helps you see the new-client journey without your saved sign-in details.",[179,26091,26093],{"id":26092},"choose-the-visit","Choose the visit",[146,26095,426,26096,26098,26099,26101],{},[161,26097,423],{},", add a service and select ",[161,26100,444],{},". Check that its name, duration and price make sense without an explanation from reception. Repeat later with a longer service or a combination clients commonly book.",[179,26103,454],{"id":26104},"choose-a-professional",[146,26106,26107,26108,26110,26111,170],{},"When more than one person can do the visit, ",[161,26109,454],{}," opens next. Try both a named professional and ",[161,26112,458],{},[179,26114,26116],{"id":26115},"find-a-suitable-time","Find a suitable time",[146,26118,426,26119,26121],{},[161,26120,463],{},", choose a day and an available time. Confirm that the selected location and time are the ones you expected.",[179,26123,26125],{"id":26124},"review-the-details-and-policy","Review the details and policy",[146,26127,426,26128,26130],{},[161,26129,485],{},", check the visit summary, contact fields and cancellation terms. Look for the amount due now or the card requirement. Try the fields with the phone keyboard open and make sure the next action stays reachable.",[179,26132,26134],{"id":26133},"choose-where-the-test-stops","Choose where the test stops",[146,26136,26137,26138,490,26140,470,26142,26144],{},"For a screen review, stop before ",[161,26139,525],{},[161,26141,537],{},[161,26143,540],{},". You have checked the journey but have not proved that a booking, payment or email succeeds. Close the page when finished; a temporary time hold expires under your booking rules.",[150,26146,26148],{"id":26147},"if-you-complete-a-live-test-booking","If you complete a live test booking",[146,26150,26151],{},"Use your own contact details and a time you have agreed with the team. Read the payment amount and cancellation terms first. A production checkout is real, and cancelling a visit does not by itself prove a payment was refunded.",[146,26153,26154],{},"Check all of these after confirmation:",[721,26156,26157,26166],{},[724,26158,26159],{},[727,26160,26161,26163],{},[730,26162,1711],{},[730,26164,26165],{},"What success looks like",[737,26167,26168,26180,26191,26199,26209],{},[727,26169,26170,26173],{},[742,26171,26172],{},"On the phone",[742,26174,26175,26177,26178,170],{},[161,26176,576],{}," appears with your name and the correct date, time, services, location and ",[161,26179,580],{},[727,26181,26182,26185],{},[742,26183,26184],{},"At the front desk",[742,26186,26187,26188,26190],{},"The appointment is on ",[161,26189,2358],{}," for the correct professional and location. Ask the person covering reception to find it.",[727,26192,26193,26196],{},[742,26194,26195],{},"In your inbox",[742,26197,26198],{},"The confirmation arrives at the address you entered. Open its private booking link and check the visit details.",[727,26200,26201,26203],{},[742,26202,4783],{},[742,26204,26205,26206,26208],{},"If the visit has forms, open them under ",[161,26207,595],{},". The confirmation page offers these after booking; do not assume the booking itself means they are completed.",[727,26210,26211,26214],{},[742,26212,26213],{},"Changing the visit",[742,26215,26216,26219],{},[161,26217,26218],{},"View or change your booking"," shows the options allowed by your settings and cancellation cutoff.",[146,26221,26222,26223,170],{},"Cancel the test visit when you finish so it does not keep the slot occupied. If money moved, check its payment and refund status separately using ",[166,26224,26225],{"href":5023},"Deposits and cancellation fees",[146,26227,26228],{},"Keep the private booking-management link to yourself. Share the business's public link with clients, not your test appointment's link.",[150,26230,306],{"id":305},[146,26232,26233],{},"You can explain each step using what is on the phone, without extra instructions. The location, service, price and policy are clear. If you completed a booking, the phone confirmation and staff calendar agree.",[150,26235,317],{"id":316},[179,26237,26239],{"id":26238},"a-service-or-time-is-missing","A service or time is missing",[146,26241,26242,26243,26245,26246,490,26249,26252,26253,170],{},"Check the service's ",[161,26244,4670],{}," setting, its location and the working hours of someone who offers it. Check ",[161,26247,26248],{},"Minimum notice",[161,26250,26251],{},"Booking window"," and any required resources. See ",[166,26254,4961],{"href":4960},[179,26256,26258],{"id":26257},"reception-did-not-notice-the-test-booking","Reception did not notice the test booking",[146,26260,26261],{},"First check whether it exists on the correct calendar. A saved appointment and a delivered notification are separate checks. Review who should see new bookings and their notification settings before relying on an email alert.",[179,26263,26265],{"id":26264},"the-confirmation-page-appeared-but-no-email-arrived","The confirmation page appeared but no email arrived",[146,26267,26268,26269,26271,26272,26274],{},"Check the address you entered and the spam folder. Confirm the appointment on ",[161,26270,2358],{}," before trying again, so you do not create a second visit. See ",[166,26273,15830],{"href":15829}," to review the business's email setup.",{"title":359,"searchDepth":23,"depth":23,"links":26276},[26277,26278,26287,26288,26289],{"id":152,"depth":23,"text":153},{"id":26064,"depth":23,"text":26065,"children":26279},[26280,26281,26282,26283,26284,26285,26286],{"id":26070,"depth":33,"text":26071},{"id":26085,"depth":33,"text":26086},{"id":26092,"depth":33,"text":26093},{"id":26104,"depth":33,"text":454},{"id":26115,"depth":33,"text":26116},{"id":26124,"depth":33,"text":26125},{"id":26133,"depth":33,"text":26134},{"id":26147,"depth":23,"text":26148},{"id":305,"depth":23,"text":306},{"id":316,"depth":23,"text":317,"children":26290},[26291,26292,26293],{"id":26238,"depth":33,"text":26239},{"id":26257,"depth":33,"text":26258},{"id":26264,"depth":33,"text":26265},"Walk through the guest booking journey and check the location, service, price and next steps your clients will see.","i-lucide-smartphone",[26297,26298,689,26299,26300],"test online booking","booking on a phone","booking link before launch","check client booking flow",{},[4960,693,4870],{"title":26038,"description":26294},"help\u002Fgetting-started\u002Ftest-your-booking-link-on-a-phone","qrTc7A67VLfTE2h5pYuJwouZRfHFOmAHo0PlD9KLOzM",{"id":26307,"title":26308,"audience":7,"body":26309,"category":74,"description":26505,"draft":386,"extension":387,"icon":26506,"keywords":26507,"locale":11,"meta":26513,"navigation":398,"order":25744,"path":26514,"related":26515,"seo":26516,"sourceHash":402,"stem":26517,"translationReviewed":386,"updatedAt":6689,"__hash__":26518},"help\u002Fhelp\u002Fteam\u002Fcheck-commission-on-a-membership-visit.md","Check commission on a membership visit",{"type":143,"value":26310,"toc":26494},[26311,26314,26318,26321,26373,26382,26385,26389,26392,26395,26398,26402,26405,26447,26450,26454,26462,26468,26470,26474,26480,26484,26487,26491],[146,26312,26313],{},"A client uses a membership session and owes nothing for the service today. That does not, by itself, mean the provider earns no commission. Owneli uses the membership commission rule and when you chose to recognise it.",[150,26315,26317],{"id":26316},"does-the-seller-or-the-provider-earn-it","Does the seller or the provider earn it?",[146,26319,26320],{},"The membership policy determines when commission is recorded. An applicable commission rule must exist as well.",[721,26322,26323,26335],{},[724,26324,26325],{},[727,26326,26327,26329,26332],{},[730,26328,15391],{},[730,26330,26331],{},"At the membership sale",[730,26333,26334],{},"At a covered service checkout",[737,26336,26337,26349,26361],{},[727,26338,26339,26343,26346],{},[742,26340,26341],{},[161,26342,25266],{},[742,26344,26345],{},"The seller earns the applicable sale commission.",[742,26347,26348],{},"No membership redemption commission is added.",[727,26350,26351,26355,26358],{},[742,26352,26353],{},[161,26354,25270],{},[742,26356,26357],{},"No membership sale commission is added.",[742,26359,26360],{},"The provider earns the applicable redemption commission.",[727,26362,26363,26367,26370],{},[742,26364,26365],{},[161,26366,25274],{},[742,26368,26369],{},"The seller earns the configured sale share.",[742,26371,26372],{},"The provider earns the remaining share of the applicable redemption commission.",[146,26374,26375,26376,26378,26379,26381],{},"The default is ",[161,26377,25266],{},". A rule can override the business policy. See ",[166,26380,18716],{"href":18715}," for setup.",[146,26383,26384],{},"Sale and redemption can have different values and rules. A split does not promise two equal money amounts.",[150,26386,26388],{"id":26387},"what-value-does-a-covered-session-use","What value does a covered session use?",[146,26390,26391],{},"For a service paid with a membership session credit, Owneli uses the service line's list value to calculate redemption commission. The membership coverage that reduces the client's bill to zero does not reduce that commission base to zero.",[146,26393,26394],{},"The covered line counts as a membership redemption. It does not also earn ordinary service commission for the same line. A rule that applies only to services does not cover membership redemptions.",[146,26396,26397],{},"This is different from a membership that only gives a percentage discount. Check whether the client used a session credit or received a discount before comparing two visits.",[150,26399,26401],{"id":26400},"a-worked-example","A worked example",[146,26403,26404],{},"Suppose a service line is $100, one membership session covers it, and the applicable membership rule pays 30%. There are no commission deductions or provider splits.",[721,26406,26407,26417],{},[724,26408,26409],{},[727,26410,26411,26414],{},[730,26412,26413],{},"Policy on that rule",[730,26415,26416],{},"Commission recorded for this covered visit",[737,26418,26419,26428,26437],{},[727,26420,26421,26425],{},[742,26422,26423],{},[161,26424,25266],{},[742,26426,26427],{},"$0 at redemption. Check the earlier membership sale separately.",[727,26429,26430,26434],{},[742,26431,26432],{},[161,26433,25270],{},[742,26435,26436],{},"$100 × 30% = $30 for the provider.",[727,26438,26439,26444],{},[742,26440,26441,26443],{},[161,26442,25274],{},", with 50% paid at sale",[742,26445,26446],{},"$100 × 30% × 50% = $15 for the provider at redemption.",[146,26448,26449],{},"These are illustration amounts. Your rate, deductions, rule dates and provider assignments determine the actual result.",[150,26451,26453],{"id":26452},"where-do-i-check-the-result","Where do I check the result?",[146,26455,2879,26456,26458,26459,26461],{},[161,26457,25295],{}," after the checkout closes. Select the commission line to open ",[161,26460,25299],{}," and inspect its rule, base and calculation. Check the provider and reporting period too.",[146,26463,26464,26465,26467],{},"Managers with access can review the team's figures. A team member sees their own statement. Use ",[166,26466,18716],{"href":18715}," if a line is missing or disputed.",[150,26469,2846],{"id":2845},[179,26471,26473],{"id":26472},"does-marking-an-appointment-complete-pay-the-provider","Does marking an appointment complete pay the provider?",[146,26475,26476,26477,26479],{},"No. This commission calculation runs when the sale closes. Recording earnings and paying a person are separate steps. Follow ",[166,26478,5749],{"href":5748}," to review the pay run.",[179,26481,26483],{"id":26482},"why-is-the-amount-zero-or-missing","Why is the amount zero or missing?",[146,26485,26486],{},"Check the recognition policy first, then whether a membership rule covers this provider and date. Also confirm that the checkout is closed and a membership session actually covered the service. Booth renters do not earn commission through these rules.",[179,26488,26490],{"id":26489},"will-changing-the-policy-correct-earlier-visits","Will changing the policy correct earlier visits?",[146,26492,26493],{},"No. A policy change applies going forward. It does not silently rewrite the commissions already recorded. Review past figures separately before changing payroll.",{"title":359,"searchDepth":23,"depth":23,"links":26495},[26496,26497,26498,26499,26500],{"id":26316,"depth":23,"text":26317},{"id":26387,"depth":23,"text":26388},{"id":26400,"depth":23,"text":26401},{"id":26452,"depth":23,"text":26453},{"id":2845,"depth":23,"text":2846,"children":26501},[26502,26503,26504],{"id":26472,"depth":33,"text":26473},{"id":26482,"depth":33,"text":26483},{"id":26489,"depth":33,"text":26490},"Understand why a covered visit can earn commission, check the calculation, and separate earnings from money paid to staff.","i-lucide-calculator",[26508,26509,26510,26511,26512],"commission on a membership visit","membership paid for service","zero checkout commission","commission when redeemed","membership provider pay",{},"\u002Fhelp\u002Fteam\u002Fcheck-commission-on-a-membership-visit",[18715,1726,5748],{"title":26308,"description":26505},"help\u002Fteam\u002Fcheck-commission-on-a-membership-visit","NL0vojnbHLMUWknEbsHVk2K4I0d2lO-e4SBmoyihccI",{"id":26520,"title":335,"audience":7,"body":26521,"category":104,"description":26646,"draft":386,"extension":387,"icon":26647,"keywords":26648,"locale":11,"meta":26655,"navigation":398,"order":26656,"path":334,"related":26657,"seo":26659,"sourceHash":402,"stem":26660,"translationReviewed":386,"updatedAt":6282,"__hash__":26661},"help\u002Fhelp\u002Faccount\u002Faccount-suspended-or-pending-review.md",{"type":143,"value":26522,"toc":26636},[26523,26526,26528,26536,26540,26598,26603,26605,26610,26612,26616,26619,26623,26626,26630],[146,26524,26525],{},"If you sign in and see one of these screens instead of the app, your password worked but your access to that business is waiting for approval, paused or ended. Here's what each means and what to do.",[150,26527,153],{"id":152},[155,26529,26530],{},[158,26531,26532,26535],{},[161,26533,26534],{},"These screens are about one business."," If you belong to several, your access to the others isn't affected.",[150,26537,26539],{"id":26538},"what-each-screen-means","What each screen means",[721,26541,26542,26554],{},[724,26543,26544],{},[727,26545,26546,26549,26551],{},[730,26547,26548],{},"Screen",[730,26550,20435],{},[730,26552,26553],{},"What happens next",[737,26555,26556,26572,26585],{},[727,26557,26558,26563,26566],{},[742,26559,26560],{},[161,26561,26562],{},"Waiting on admin approval",[742,26564,26565],{},"Your account is set up, but the business approves new team members first",[742,26567,26568,26569,170],{},"An admin approves you. The page checks every 30 seconds and lets you in, or select ",[161,26570,26571],{},"Check now",[727,26573,26574,26579,26582],{},[742,26575,26576],{},[161,26577,26578],{},"Access suspended",[742,26580,26581],{},"An admin has paused your access. Your record and history are kept.",[742,26583,26584],{},"An admin restores your access. Ask your manager if you think it's a mistake.",[727,26586,26587,26592,26595],{},[742,26588,26589],{},[161,26590,26591],{},"Access ended",[742,26593,26594],{},"You've left the business, or your account was closed",[742,26596,26597],{},"Contact the business if you think it's a mistake",[146,26599,26600,26601,170],{},"From these screens you can only ",[161,26602,2832],{},[150,26604,306],{"id":305},[146,26606,26607,26608,170],{},"Once an admin approves or restores you, the page takes you into the app, usually to ",[161,26609,312],{},[150,26611,317],{"id":316},[179,26613,26615],{"id":26614},"ive-been-waiting-a-long-time-for-approval","I've been waiting a long time for approval",[146,26617,26618],{},"Approval needs a person. Remind whoever invited you; the page lets you in as soon as they approve.",[179,26620,26622],{"id":26621},"was-my-work-deleted-when-i-was-suspended","Was my work deleted when I was suspended?",[146,26624,26625],{},"No. Your appointments, sales and timesheets stay as they were.",[179,26627,26629],{"id":26628},"the-sign-in-page-says-my-account-is-deactivated","The sign-in page says my account is deactivated",[146,26631,26632,26633,26635],{},"That's the same as ",[161,26634,26591],{},". Contact the business; there's nothing to fix on your side.",{"title":359,"searchDepth":23,"depth":23,"links":26637},[26638,26639,26640,26641],{"id":152,"depth":23,"text":153},{"id":26538,"depth":23,"text":26539},{"id":305,"depth":23,"text":306},{"id":316,"depth":23,"text":317,"children":26642},[26643,26644,26645],{"id":26614,"depth":33,"text":26615},{"id":26621,"depth":33,"text":26622},{"id":26628,"depth":33,"text":26629},"What the Waiting on admin approval, Access suspended and Access ended screens mean, and what to do about each.","i-lucide-lock",[26649,26650,26651,26652,26653,26654],"account suspended","pending review","access ended","locked out of account","waiting for approval","account deactivated",{},50,[399,5455,26658],"\u002Fhelp\u002Faccount\u002Fwhen-owneli-closes-a-business",{"title":335,"description":26646},"help\u002Faccount\u002Faccount-suspended-or-pending-review","JTsM8T60P_xN_XkJcgXt4ewWq1JeRC3s2DDpQwv4I3Q",{"id":26663,"title":26664,"audience":120,"body":26665,"category":125,"description":26755,"draft":386,"extension":387,"icon":26756,"keywords":26757,"locale":11,"meta":26762,"navigation":398,"order":26656,"path":11960,"related":26763,"seo":26764,"sourceHash":402,"stem":26765,"translationReviewed":386,"updatedAt":404,"__hash__":26766},"help\u002Fhelp\u002Fbook-online\u002Fyour-after-care-page.md","Your pre-care and aftercare instructions",{"type":143,"value":26666,"toc":26742},[26667,26670,26674,26709,26714,26716,26719,26721,26725,26728,26732,26735,26739],[146,26668,26669],{},"A business may send you a care guide: instructions for before your appointment or after it. The link opens your guide with your name at the top. You don't need to sign in, and you can come back to it until it expires.",[150,26671,26673],{"id":26672},"read-your-care-guide","Read your care guide",[176,26675,26676,26678,26688,26692,26695,26699],{},[179,26677,9326],{"id":9325},[146,26679,26680,26681,470,26684,26687],{},"Tap the link in the email or text. The guide is headed ",[161,26682,26683],{},"Before your appointment",[161,26685,26686],{},"After your appointment",", and says when it's available until.",[179,26689,26691],{"id":26690},"follow-the-instructions","Follow the instructions",[146,26693,26694],{},"Read what to do and what to avoid. Come back to the link whenever you need it.",[179,26696,26698],{"id":26697},"ask-a-question-if-you-need-to","Ask a question if you need to",[146,26700,26701,26702,26705,26706,170],{},"At the bottom, tap ",[161,26703,26704],{},"Contact"," and the business's name, or ",[161,26707,26708],{},"Email us",[598,26710,26711],{},[146,26712,26713],{},"Care guide links expire. If you'll want the instructions later, save the text or take a screenshot while the link works.",[150,26715,306],{"id":305},[146,26717,26718],{},"The guide opens with your name and the date it's available until.",[150,26720,317],{"id":316},[179,26722,26724],{"id":26723},"this-care-guide-is-no-longer-available","\"This care guide is no longer available\"",[146,26726,26727],{},"The link has expired or been withdrawn. Contact the business using the details on the page, and they can send it again.",[179,26729,26731],{"id":26730},"something-doesnt-feel-right-after-my-treatment","Something doesn't feel right after my treatment",[146,26733,26734],{},"Contact the business straight away using the details at the bottom of the guide. If it feels like an emergency, get medical help first.",[179,26736,26738],{"id":26737},"can-anyone-else-open-my-care-guide","Can anyone else open my care guide?",[146,26740,26741],{},"Anyone with the link can, since it needs no password. Keep it to yourself.",{"title":359,"searchDepth":23,"depth":23,"links":26743},[26744,26749,26750],{"id":26672,"depth":23,"text":26673,"children":26745},[26746,26747,26748],{"id":9325,"depth":33,"text":9326},{"id":26690,"depth":33,"text":26691},{"id":26697,"depth":33,"text":26698},{"id":305,"depth":23,"text":306},{"id":316,"depth":23,"text":317,"children":26751},[26752,26753,26754],{"id":26723,"depth":33,"text":26724},{"id":26730,"depth":33,"text":26731},{"id":26737,"depth":33,"text":26738},"Read the care guide the business sent for before or after your treatment, ask a question, and get a new link if it has expired.","i-lucide-heart-pulse",[26758,26759,26760,26761],"aftercare instructions link","pre-care before treatment","care instructions expired","what to do after facial",{},[11914],{"title":26664,"description":26755},"help\u002Fbook-online\u002Fyour-after-care-page","sN4f96OrB2k0X2QqqutiKAjC3r3PFvQexHHgD3KfNeE",{"id":26768,"title":26769,"audience":7,"body":26770,"category":24,"description":27065,"draft":386,"extension":387,"icon":41,"keywords":27066,"locale":11,"meta":27072,"navigation":398,"order":26656,"path":27073,"related":27074,"seo":27075,"sourceHash":402,"stem":27076,"translationReviewed":386,"updatedAt":9086,"__hash__":27077},"help\u002Fhelp\u002Fcalendar\u002Fbook-a-group-or-party.md","Book a group or party",{"type":143,"value":26771,"toc":27042},[26772,26775,26777,26784,26788,26850,26856,26860,26867,26939,26942,26946,26987,26995,26999,27005,27007,27015,27017,27021,27024,27028,27035,27039],[146,26773,26774],{},"A party is a set of appointments, one per guest, each with its own service, team member and time. Grouping them lets you see, check out and cancel them together, for a bridal party or friends booking a spa day.",[150,26776,153],{"id":152},[155,26778,26779],{},[158,26780,26781,26783],{},[161,26782,1421],{}," anyone who can manage appointments. Staff who can only see their own calendar can only manage parties booked entirely with them.",[150,26785,26787],{"id":26786},"book-a-party","Book a party",[176,26789,26790,26794,26809,26813,26819,26823,26839,26843],{},[179,26791,26793],{"id":26792},"start-the-party","Start the party",[146,26795,225,26796,26799,26800,26802,26803,470,26806,170],{},[161,26797,26798],{},"Add → Group appointment",", or select an empty slot and choose ",[161,26801,1260],{},". You can start with ",[161,26804,26805],{},"Create new appointment",[161,26807,26808],{},"Select existing appointment",[179,26810,26812],{"id":26811},"book-the-first-guest","Book the first guest",[146,26814,26815,26816,26818],{},"With ",[161,26817,26805],{},", pick an open slot. The usual booking panel opens: book the guest as normal, and they become the party's first guest.",[179,26820,26822],{"id":26821},"add-the-rest","Add the rest",[146,26824,26825,26826,26829,26830,26832,26833,26836,26837,170],{},"In the party panel, select ",[161,26827,26828],{},"Add to group",". Book another new appointment, or choose ",[161,26831,26808],{},": the calendar says ",[161,26834,26835],{},"Click any appointment to add it, and keep going to add more",". Select each booking to add, then ",[161,26838,1655],{},[179,26840,26842],{"id":26841},"check-the-party","Check the party",[146,26844,26845,26846,26849],{},"The party panel lists every guest with their service, time, price and status, and the ",[161,26847,26848],{},"Group total"," at the bottom.",[146,26851,26852,26853,170],{},"An appointment can only be in one party. If you select one that's already grouped, you're told ",[161,26854,26855],{},"That appointment is already in a group",[150,26857,26859],{"id":26858},"manage-the-party","Manage the party",[146,26861,26862,26863,26866],{},"Open any guest's appointment and select the ",[161,26864,26865],{},"Part of a party"," banner to open the party panel.",[721,26868,26869,26879],{},[724,26870,26871],{},[727,26872,26873,26876],{},[730,26874,26875],{},"To do this",[730,26877,26878],{},"Select",[737,26880,26881,26897,26906,26916,26926],{},[727,26882,26883,26886],{},[742,26884,26885],{},"Open or remove one guest",[742,26887,26888,26889,7125,26891,470,26894],{},"The guest's ",[161,26890,4566],{},[161,26892,26893],{},"Open appointment",[161,26895,26896],{},"Remove guest",[727,26898,26899,26902],{},[742,26900,26901],{},"Add more guests",[742,26903,26904],{},[161,26905,26828],{},[727,26907,26908,26911],{},[742,26909,26910],{},"Check everyone out on one bill",[742,26912,26913],{},[161,26914,26915],{},"⋮ → Checkout group",[727,26917,26918,26921],{},[742,26919,26920],{},"Turn the party back into separate bookings",[742,26922,26923],{},[161,26924,26925],{},"⋮ → Ungroup appointments",[727,26927,26928,26931],{},[742,26929,26930],{},"Cancel or no-show everyone",[742,26932,26933,470,26936],{},[161,26934,26935],{},"⋮ → Cancel all",[161,26937,26938],{},"No-show all",[146,26940,26941],{},"Removing a guest cancels their appointment. Ungrouping cancels nothing: each appointment simply becomes a normal booking.",[150,26943,26945],{"id":26944},"cancel-or-no-show-the-whole-party","Cancel or no-show the whole party",[176,26947,26948,26952,26958,26962,26968,26972,26977,26979],{},[179,26949,26951],{"id":26950},"choose-the-action","Choose the action",[146,26953,26825,26954,470,26956,170],{},[161,26955,26935],{},[161,26957,26938],{},[179,26959,26961],{"id":26960},"decide-about-fees","Decide about fees",[146,26963,11373,26964,26967],{},[161,26965,26966],{},"Charge the late-cancellation fee to each guest with a card on file"," (or the no-show fee) if you want to. It's off until you tick it.",[179,26969,26971],{"id":26970},"decide-whether-to-tell-the-guests","Decide whether to tell the guests",[146,26973,26974,26976],{},[161,26975,15094],{}," is ticked for a cancellation and unticked for a no-show.",[179,26978,519],{"id":518},[146,26980,225,26981,470,26984,26986],{},[161,26982,26983],{},"Cancel group",[161,26985,15151],{},". Only guests still booked are changed.",[598,26988,26989],{},[146,26990,26991,26992,170],{},"Guests are handled one by one. Any guest who was charged is always told, even if you unticked the box. A guest's deposit counts towards their fee, so nobody pays twice. See ",[166,26993,26994],{"href":15340},"Choose whether the client is notified",[150,26996,26998],{"id":26997},"parties-booked-online","Parties booked online",[146,27000,27001,27002,27004],{},"Clients can book a party on your booking site, adding guests and paying one group deposit when your payment policy asks for one. The organiser's link shows everyone in the group, with ",[161,27003,9633],{}," to cancel every guest's appointment.",[150,27006,306],{"id":305},[146,27008,27009,27010,27012,27013,170],{},"Each guest's appointment shows ",[161,27011,26865],{},", and the party panel shows everyone with the ",[161,27014,26848],{},[150,27016,317],{"id":316},[179,27018,27020],{"id":27019},"can-each-guest-have-a-different-service-and-team-member","Can each guest have a different service and team member?",[146,27022,27023],{},"Yes. Every guest is a full appointment with its own service, team member and time.",[179,27025,27027],{"id":27026},"can-guests-pay-separately","Can guests pay separately?",[146,27029,27030,27031,27034],{},"Yes. Instead of ",[161,27032,27033],{},"Checkout group",", open each guest's appointment and check it out on its own.",[179,27036,27038],{"id":27037},"could-not-open-group-checkout","\"Could not open group checkout\"",[146,27040,27041],{},"Check out each guest from their own appointment for now.",{"title":359,"searchDepth":23,"depth":23,"links":27043},[27044,27045,27051,27052,27058,27059,27060],{"id":152,"depth":23,"text":153},{"id":26786,"depth":23,"text":26787,"children":27046},[27047,27048,27049,27050],{"id":26792,"depth":33,"text":26793},{"id":26811,"depth":33,"text":26812},{"id":26821,"depth":33,"text":26822},{"id":26841,"depth":33,"text":26842},{"id":26858,"depth":23,"text":26859},{"id":26944,"depth":23,"text":26945,"children":27053},[27054,27055,27056,27057],{"id":26950,"depth":33,"text":26951},{"id":26960,"depth":33,"text":26961},{"id":26970,"depth":33,"text":26971},{"id":518,"depth":33,"text":519},{"id":26997,"depth":23,"text":26998},{"id":305,"depth":23,"text":306},{"id":316,"depth":23,"text":317,"children":27061},[27062,27063,27064],{"id":27019,"depth":33,"text":27020},{"id":27026,"depth":33,"text":27027},{"id":27037,"depth":33,"text":27038},"Book several guests as one party, manage them from one panel, check everyone out together, and cancel or no-show the whole group.",[27067,27068,9708,27069,27070,27071],"book a group appointment","party booking salon","group checkout together","cancel whole group","add guest to party",{},"\u002Fhelp\u002Fcalendar\u002Fbook-a-group-or-party",[1383,15340,1891],{"title":26769,"description":27065},"help\u002Fcalendar\u002Fbook-a-group-or-party","lBkJySGOy26XO0DF2YfXWxragYycVWPg4t8dZ1SvAIs",{"id":27079,"title":27080,"audience":7,"body":27081,"category":34,"description":27297,"draft":386,"extension":387,"icon":24684,"keywords":27298,"locale":11,"meta":27305,"navigation":398,"order":26656,"path":24580,"related":27306,"seo":27308,"sourceHash":402,"stem":27309,"translationReviewed":386,"updatedAt":697,"__hash__":27310},"help\u002Fhelp\u002Fcheckout\u002Fsell-a-product.md","Sell a product at the POS",{"type":143,"value":27082,"toc":27280},[27083,27086,27088,27096,27100,27144,27150,27159,27166,27170,27226,27229,27231,27237,27239,27243,27249,27253,27259,27263,27268,27272],[146,27084,27085],{},"Add skincare, kits and other retail products to any sale, on their own or alongside a service. Owneli checks stock as you add them and takes it off the shelf when the sale is paid.",[150,27087,153],{"id":152},[146,27089,27090,27091,27093,27094,170],{},"The product needs to exist under ",[161,27092,11065],{}," and be available at this location. See ",[166,27095,24253],{"href":24693},[150,27097,27099],{"id":27098},"add-a-product-to-a-sale","Add a product to a sale",[176,27101,27102,27106,27113,27117,27124,27128,27131,27135],{},[179,27103,27105],{"id":27104},"open-the-products-list","Open the products list",[146,27107,27108,27109,1486,27111,170],{},"In the cart, under ",[161,27110,1485],{},[161,27112,1491],{},[179,27114,27116],{"id":27115},"find-the-product","Find the product",[146,27118,27119,27120,27123],{},"Type in ",[161,27121,27122],{},"Search products or scan a barcode…",", or click into it and scan the product. A scanned barcode, or one typed in followed by Enter, adds the product straight away and leaves the list open, so you can scan a basket one item after another. Anything else you type searches.",[179,27125,27127],{"id":27126},"pick-the-size-or-shade","Pick the size or shade",[146,27129,27130],{},"A product with options shows how many it has and a starting price. Select it, then select the exact option.",[179,27132,27134],{"id":27133},"check-the-line","Check the line",[146,27136,27137,27138,27140,27141,170],{},"The product appears under ",[161,27139,1504],{}," at its price for this location, with its tax. Carry on to ",[166,27142,27143],{"href":1891},"take the payment",[554,27145],{"alt":27146,"height":27147,"src":27148,"width":27149},"The Products list of the item picker, under Add to cart: one box to search or scan a barcode, and products grouped by category, each with its stock count and price.",439,"\u002Fhelp\u002Fcheckout\u002Fsell-a-product\u002Fproducts.webp",652,[2888,27151,27152],{},[146,27153,27154,27155,27158],{},"Star a bestseller to pin it to ",[161,27156,27157],{},"Quick sale"," at the top of the list. You can pin up to eight.",[146,27160,27161,27162,27165],{},"You can also start a sale by scanning: on ",[161,27163,27164],{},"Point of sale → Sell",", scan a product and a new cart opens with it.",[150,27167,27169],{"id":27168},"when-stock-moves","When stock moves",[721,27171,27172,27181],{},[724,27173,27174],{},[727,27175,27176,27178],{},[730,27177,19842],{},[730,27179,27180],{},"Detail",[737,27182,27183,27194,27202,27210,27218],{},[727,27184,27185,27188],{},[742,27186,27187],{},"An item is out of stock",[742,27189,27190,27191,27193],{},"It shows ",[161,27192,24468],{}," and can't be added.",[727,27195,27196,27199],{},[742,27197,27198],{},"Stock is counted per location",[742,27200,27201],{},"Plenty at another location doesn't help this sale.",[727,27203,27204,27207],{},[742,27205,27206],{},"Items already in this cart count",[742,27208,27209],{},"You can't oversell by adding the same item twice.",[727,27211,27212,27215],{},[742,27213,27214],{},"A product without stock tracking",[742,27216,27217],{},"Always sells.",[727,27219,27220,27223],{},[742,27221,27222],{},"Stock comes off the shelf",[742,27224,27225],{},"When the sale completes, including a sale saved as unpaid. Not when you add the line.",[146,27227,27228],{},"A product bundle takes each item in it off the shelf when the sale completes.",[150,27230,306],{"id":305},[146,27232,27233,27234,27236],{},"The product is listed under ",[161,27235,1504],{},", and the total on the right includes it. After the sale, its stock at this location drops by the quantity sold.",[150,27238,317],{"id":316},[179,27240,27242],{"id":27241},"no-product-matches-that-barcode","\"No product matches that barcode\"",[146,27244,27245,27246,27248],{},"No active product or option has that barcode. Check the product under ",[161,27247,11065],{},": a size or shade has its own barcode field, separate from the product's.",[179,27250,27252],{"id":27251},"it-says-out-of-stock-but-its-on-the-shelf","It says out of stock, but it's on the shelf",[146,27254,27255,27256,170],{},"The stock record is behind. Correct it with a stock adjustment or a count, then add the product. See ",[166,27257,27258],{"href":24564},"Run a stock count",[179,27260,27262],{"id":27261},"the-product-isnt-in-the-list","The product isn't in the list",[146,27264,27265,27266,170],{},"It's archived, paused, or not sold at this location. Check the product's locations under ",[161,27267,11065],{},[179,27269,27271],{"id":27270},"does-a-refund-put-it-back-in-stock","Does a refund put it back in stock?",[146,27273,27274,27275,27277,27278,170],{},"Only if you tick ",[161,27276,22227],{}," when refunding. See ",[166,27279,1440],{"href":1439},{"title":359,"searchDepth":23,"depth":23,"links":27281},[27282,27283,27289,27290,27291],{"id":152,"depth":23,"text":153},{"id":27098,"depth":23,"text":27099,"children":27284},[27285,27286,27287,27288],{"id":27104,"depth":33,"text":27105},{"id":27115,"depth":33,"text":27116},{"id":27126,"depth":33,"text":27127},{"id":27133,"depth":33,"text":27134},{"id":27168,"depth":23,"text":27169},{"id":305,"depth":23,"text":306},{"id":316,"depth":23,"text":317,"children":27292},[27293,27294,27295,27296],{"id":27241,"depth":33,"text":27242},{"id":27251,"depth":33,"text":27252},{"id":27261,"depth":33,"text":27262},{"id":27270,"depth":33,"text":27271},"Add retail products to a sale by searching, scanning a barcode or tapping a favourite, and know when stock comes off the shelf.",[27299,27300,27301,27302,27303,27304],"sell retail product pos","scan barcode at checkout","product out of stock at till","quick sale favourites","when does stock decrease","sell product with service",{},[1891,24693,27307],"\u002Fhelp\u002Fcheckout\u002Ftaxes-at-checkout",{"title":27080,"description":27297},"help\u002Fcheckout\u002Fsell-a-product","zwZbcNkmZJyTYMJQCUNW5EeAWleBynhaE6kxkYTWPc0",{"id":27312,"title":27313,"audience":7,"body":27314,"category":44,"description":27519,"draft":386,"extension":387,"icon":27520,"keywords":27521,"locale":11,"meta":27528,"navigation":398,"order":26656,"path":7079,"related":27529,"seo":27530,"sourceHash":402,"stem":27531,"translationReviewed":386,"updatedAt":2935,"__hash__":27532},"help\u002Fhelp\u002Fclients\u002Fclient-photos.md","Client photos",{"type":143,"value":27315,"toc":27502},[27316,27322,27324,27339,27343,27405,27409,27417,27421,27460,27468,27471,27473,27479,27481,27485,27488,27492,27495,27499],[146,27317,27318,27319,27321],{},"Each client's profile has a ",[161,27320,6830],{}," section for before, after and progress shots. Photos have their own permissions, separate from the rest of the profile, because clinical images are the most sensitive thing you hold.",[150,27323,153],{"id":152},[155,27325,27326,27331],{},[158,27327,27328,27330],{},[161,27329,1421],{}," seeing photos, adding them and deleting them are three separate permissions. Having access to a client's profile doesn't include their photos.",[158,27332,27333,27336,27337,170],{},[161,27334,27335],{},"Get consent first."," If your consent form covers photography, make sure it's signed. It's on the same profile, under ",[161,27338,3790],{},[150,27340,27342],{"id":27341},"add-photos","Add photos",[176,27344,27345,27349,27355,27359,27366,27370,27396,27400],{},[179,27346,27348],{"id":27347},"open-the-clients-photos","Open the client's photos",[146,27350,2168,27351,7125,27353,170],{},[161,27352,6830],{},[161,27354,27342],{},[179,27356,27358],{"id":27357},"choose-the-files","Choose the files",[146,27360,27361,27362,27365],{},"Drag photos onto the box or tap to choose them: PNG, JPG or WebP, up to 15 MB each. On a phone or tablet, select ",[161,27363,27364],{},"Take photo"," to use the camera.",[179,27367,27369],{"id":27368},"describe-them","Describe them",[146,27371,15035,27372,7589,27375,490,27378,470,27381,27384,27385,4125,27388,27391,27392,27395],{},[161,27373,27374],{},"Stage",[161,27376,27377],{},"Before",[161,27379,27380],{},"After",[161,27382,27383],{},"Progress",". Add the ",[161,27386,27387],{},"Date taken",[161,27389,27390],{},"Treatment area"," (such as \"Left cheek\") and a ",[161,27393,27394],{},"Caption"," if useful.",[179,27397,27399],{"id":27398},"upload","Upload",[146,27401,225,27402,27404],{},[161,27403,27399],{},". A message says how many were added, and names any file that was too large.",[150,27406,27408],{"id":27407},"compare-two-photos","Compare two photos",[146,27410,1193,27411,1486,27413,27416],{},[161,27412,6830],{},[161,27414,27415],{},"Compare",", then pick two photos. They show side by side, such as a before and an after.",[150,27418,27420],{"id":27419},"who-can-see-photos","Who can see photos",[721,27422,27423,27432],{},[724,27424,27425],{},[727,27426,27427,27429],{},[730,27428,23729],{},[730,27430,27431],{},"Lets someone",[737,27433,27434,27444,27452],{},[727,27435,27436,27439],{},[742,27437,27438],{},"View photos",[742,27440,2879,27441,27443],{},[161,27442,6830],{}," and see the gallery",[727,27445,27446,27449],{},[742,27447,27448],{},"Add and edit photos",[742,27450,27451],{},"Upload photos and change their details",[727,27453,27454,27457],{},[742,27455,27456],{},"Delete photos",[742,27458,27459],{},"Remove a photo. This is separate on purpose.",[146,27461,27462,27463,27465,27466],{},"Someone without permission to see photos doesn't have ",[161,27464,6830],{}," on the profile at all. That doesn't mean the client has none. See ",[166,27467,7008],{"href":1922},[146,27469,27470],{},"Clients can't see these photos in their own account. They're for your team only.",[150,27472,306],{"id":305},[146,27474,27475,27476,27478],{},"The new photos appear in ",[161,27477,6830],{},", labelled with their stage and date.",[150,27480,317],{"id":316},[179,27482,27484],{"id":27483},"over-15mb","\"Over 15MB\"",[146,27486,27487],{},"The photo is too large. Send a smaller copy from your phone or camera, or export it at a lower size.",[179,27489,27491],{"id":27490},"i-cant-see-a-clients-photos-but-a-colleague-can","I can't see a client's photos but a colleague can",[146,27493,27494],{},"Seeing photos is its own permission. Ask an admin to add it to your role if your work needs it.",[179,27496,27498],{"id":27497},"i-cant-delete-a-photo","I can't delete a photo",[146,27500,27501],{},"Deleting needs its own permission, even if you can add photos. Ask an admin.",{"title":359,"searchDepth":23,"depth":23,"links":27503},[27504,27505,27511,27512,27513,27514],{"id":152,"depth":23,"text":153},{"id":27341,"depth":23,"text":27342,"children":27506},[27507,27508,27509,27510],{"id":27347,"depth":33,"text":27348},{"id":27357,"depth":33,"text":27358},{"id":27368,"depth":33,"text":27369},{"id":27398,"depth":33,"text":27399},{"id":27407,"depth":23,"text":27408},{"id":27419,"depth":23,"text":27420},{"id":305,"depth":23,"text":306},{"id":316,"depth":23,"text":317,"children":27515},[27516,27517,27518],{"id":27483,"depth":33,"text":27484},{"id":27490,"depth":33,"text":27491},{"id":27497,"depth":33,"text":27498},"Add before, after and progress photos to a client's profile, compare two side by side, and control who on your team can see them.","i-lucide-image",[27522,27523,27524,27525,27526,27527],"before and after photos","client photo gallery","upload treatment photos","compare before and after","who can see client photos","delete client photo",{},[2236,1922,10807],{"title":27313,"description":27519},"help\u002Fclients\u002Fclient-photos","1ltVTzaBaSnLIzWQ97q7XW8tTWNeKBm83EeAKslbN8M",{"id":27534,"title":27535,"audience":7,"body":27536,"category":14,"description":27759,"draft":386,"extension":387,"icon":27760,"keywords":27761,"locale":11,"meta":27768,"navigation":398,"order":26656,"path":2932,"related":27769,"seo":27770,"sourceHash":402,"stem":27771,"translationReviewed":386,"updatedAt":2935,"__hash__":27772},"help\u002Fhelp\u002Fgetting-started\u002Fsearch-everything.md","Search everything",{"type":143,"value":27537,"toc":27746},[27538,27541,27545,27578,27589,27593,27702,27705,27713,27715,27719,27724,27728,27734,27738],[146,27539,27540],{},"Search finds clients, services, products, forms and more from any page, so you never have to remember which list something lives in.",[150,27542,27544],{"id":27543},"search-for-something","Search for something",[176,27546,27547,27551,27560,27564,27567,27571],{},[179,27548,27550],{"id":27549},"open-search","Open search",[146,27552,225,27553,2755,27555,2728,27557,27559],{},[161,27554,2754],{},[2057,27556,2758],{},[2057,27558,2761],{}," (Mac). When the sidebar is collapsed, and on a phone, the search button is in the top bar.",[179,27561,27563],{"id":27562},"type-a-few-letters","Type a few letters",[146,27565,27566],{},"Type part of a name, an email, a phone number or a product code. Results appear as you type, grouped by kind.",[179,27568,27570],{"id":27569},"open-a-result","Open a result",[146,27572,27573,27574,27577],{},"Select the result, or move to it with the arrow keys and press ",[2057,27575,27576],{},"Enter",". You go straight to it: a client opens their profile, a service opens the service, and so on.",[146,27579,27580,27581,27584,27585,27588],{},"Before you type, search shows ",[161,27582,27583],{},"Upcoming appointments"," for the next seven days and ",[161,27586,27587],{},"Recently added clients",", so the person you're about to see is one tap away.",[150,27590,27592],{"id":27591},"what-search-finds","What search finds",[721,27594,27595,27604],{},[724,27596,27597],{},[727,27598,27599,27601],{},[730,27600,6890],{},[730,27602,27603],{},"Matches on",[737,27605,27606,27615,27624,27632,27641,27650,27659,27668,27676,27685,27694],{},[727,27607,27608,27612],{},[742,27609,27610],{},[161,27611,1939],{},[742,27613,27614],{},"Name, and email or phone if your role can see contact details",[727,27616,27617,27621],{},[742,27618,27619],{},[161,27620,2419],{},[742,27622,27623],{},"Name or email",[727,27625,27626,27630],{},[742,27627,27628],{},[161,27629,1150],{},[742,27631,4016],{},[727,27633,27634,27638],{},[742,27635,27636],{},[161,27637,1491],{},[742,27639,27640],{},"Name or SKU",[727,27642,27643,27648],{},[742,27644,27645],{},[161,27646,27647],{},"Vendors",[742,27649,4016],{},[727,27651,27652,27657],{},[742,27653,27654],{},[161,27655,27656],{},"Form templates",[742,27658,4016],{},[727,27660,27661,27665],{},[742,27662,27663],{},[161,27664,2595],{},[742,27666,27667],{},"Name or subject",[727,27669,27670,27674],{},[742,27671,27672],{},[161,27673,3512],{},[742,27675,3344],{},[727,27677,27678,27683],{},[742,27679,27680],{},[161,27681,27682],{},"Care Guides",[742,27684,3344],{},[727,27686,27687,27691],{},[742,27688,27689],{},[161,27690,10749],{},[742,27692,27693],{},"Client or form name",[727,27695,27696,27700],{},[742,27697,27698],{},[161,27699,16556],{},[742,27701,4016],{},[146,27703,27704],{},"Each group shows its five best matches. You only see groups your role can open, and archived services, products and vendors don't appear.",[2888,27706,27707],{},[146,27708,27709,27710,27712],{},"Start with what you want to do, like \"book\", \"new client\", \"invite\" or \"checkout\", and a ",[161,27711,16329],{}," row offers the shortcut.",[150,27714,317],{"id":316},[179,27716,27718],{"id":27717},"a-client-doesnt-come-up-when-i-search-their-phone-number","A client doesn't come up when I search their phone number",[146,27720,27721,27722],{},"Matching by email or phone needs permission to see client contact details. Search by name instead, or ask an admin. See ",[166,27723,7008],{"href":1922},[179,27725,27727],{"id":27726},"i-only-see-five-results","I only see five results",[146,27729,27730,27731,27733],{},"Each group shows its top five. Type more of the name, or open the full list page (for example ",[161,27732,1939],{},"), whose own search pages through everything.",[179,27735,27737],{"id":27736},"search-doesnt-find-words-inside-a-form-or-a-note","Search doesn't find words inside a form or a note",[146,27739,27740,27741,470,27743,27745],{},"Search matches names, titles, subjects, emails, phones and SKUs. It doesn't read the answers inside submissions or the text of notes. Use the search on the ",[161,27742,3462],{},[161,27744,10749],{}," page instead.",{"title":359,"searchDepth":23,"depth":23,"links":27747},[27748,27753,27754],{"id":27543,"depth":23,"text":27544,"children":27749},[27750,27751,27752],{"id":27549,"depth":33,"text":27550},{"id":27562,"depth":33,"text":27563},{"id":27569,"depth":33,"text":27570},{"id":27591,"depth":23,"text":27592},{"id":316,"depth":23,"text":317,"children":27755},[27756,27757,27758],{"id":27717,"depth":33,"text":27718},{"id":27726,"depth":33,"text":27727},{"id":27736,"depth":33,"text":27737},"Find any client, service, product, form or teammate from any page, and jump straight to it.","i-lucide-search",[27762,27763,27764,27765,27766,27767],"global search","search shortcut ctrl k","find a client fast","search keyboard shortcut","command palette","can't find a client in search",{},[2930,2308,1922],{"title":27535,"description":27759},"help\u002Fgetting-started\u002Fsearch-everything","0KrC5-__dXXczFAii_DQQWt0AeT4UsbcbeyEBV1_Wis",{"id":27774,"title":27775,"audience":7,"body":27776,"category":84,"description":28011,"draft":386,"extension":387,"icon":28012,"keywords":28013,"locale":11,"meta":28019,"navigation":398,"order":26656,"path":28020,"related":28021,"seo":28022,"sourceHash":402,"stem":28023,"translationReviewed":386,"updatedAt":2935,"__hash__":28024},"help\u002Fhelp\u002Fgrowth\u002Floyalty-and-referrals.md","Loyalty and referrals",{"type":143,"value":27777,"toc":27994},[27778,27785,27787,27800,27804,27844,27847,27851,27874,27898,27902,27919,27923,27929,27946,27948,27959,27961,27965,27968,27972,27977,27981],[146,27779,27780,27781,170],{},"Once loyalty is set up, clients earn points by themselves when they pay. This article covers the day to day: using points at checkout, checking and correcting a client's balance, approving referrals, and seeing how it's going. To set loyalty up, see ",[166,27782,27784],{"href":27783},"\u002Fhelp\u002Fsettings\u002Fconfigure-loyalty","Configure loyalty points, tiers, and referrals",[150,27786,153],{"id":152},[155,27788,27789,27794],{},[158,27790,27791,27793],{},[161,27792,1421],{}," anyone who takes payments can apply and adjust points. Approving referrals is for admins and owners.",[158,27795,27796,27799],{},[161,27797,27798],{},"The client must be on the sale."," Points belong to a client, so attach them before taking payment.",[150,27801,27803],{"id":27802},"use-points-at-checkout","Use points at checkout",[176,27805,27806,27810,27817,27821,27837,27841],{},[179,27807,27809],{"id":27808},"attach-the-client","Attach the client",[146,27811,27812,27813,27816],{},"At checkout, add the client to the sale. Their points show under ",[161,27814,27815],{},"Can pay with"," in the right-hand column.",[179,27818,27820],{"id":27819},"apply-the-points","Apply the points",[146,27822,27823,27824,1643,27827,27830,27831,7176,27833,27836],{},"On the payment step, the points row reads, for example, ",[161,27825,27826],{},"$5.00 off with 500 points",[161,27828,27829],{},"Loyalty points: 1,200 available"," under it. Select ",[161,27832,1166],{},[161,27834,27835],{},"Loyalty applied",", and the amount comes down to what's left.",[179,27838,27840],{"id":27839},"take-payment","Take payment",[146,27842,27843],{},"Take the rest as usual. The receipt shows the points used.",[146,27845,27846],{},"How many points can be used, and in what steps, follows your settings, such as the most a sale can be paid with points.",[150,27848,27850],{"id":27849},"check-or-correct-a-clients-points","Check or correct a client's points",[146,27852,27853,27854,27856,27857,27860,27861,1131,27864,490,27867,490,27869,490,27871,27873],{},"Open the client's profile and their ",[161,27855,6849],{}," section. It shows their ",[161,27858,27859],{},"Available balance",", tier, ",[161,27862,27863],{},"Recent activity",[161,27865,27866],{},"Earned",[161,27868,17709],{},[161,27870,17715],{},[161,27872,10635],{},") and the people they've referred.",[146,27875,27876,27877,1207,27880,470,27882,4013,27885,15862,27887,1083,27889,470,27892,193,27894,27897],{},"To fix a balance, select ",[161,27878,27879],{},"Adjust points",[161,27881,888],{},[161,27883,27884],{},"Deduct",[161,27886,1599],{},[161,27888,7168],{},[161,27890,27891],{},"Goodwill gesture",[161,27893,24552],{},[161,27895,27896],{},"Apply adjustment",". Every change is recorded in the audit log.",[150,27899,27901],{"id":27900},"approve-referrals","Approve referrals",[146,27903,27904,27905,27908,27909,13060,27912,27915,27916,170],{},"If you set ",[161,27906,27907],{},"Hold for review after",", a burst of referrals from one client waits for you. Go to ",[161,27910,27911],{},"Growth → Loyalty",[161,27913,27914],{},"Referrals",", and accept or reject each one. Rewards for a referral are taken back if the friend's first visit is refunded inside your ",[161,27917,27918],{},"Clawback window",[150,27920,27922],{"id":27921},"what-clients-see","What clients see",[146,27924,27925,27926,170],{},"In their account, clients see their points, their tier, the rewards they can use, and their personal referral link. See ",[166,27927,27928],{"href":3745},"Loyalty points, tiers, and rewards",[146,27930,27931,27932,490,27934,490,27936,490,27938,490,27940,189,27942,4867,27944,170],{},"Six automations keep them informed: ",[161,27933,16814],{},[161,27935,16817],{},[161,27937,16820],{},[161,27939,16823],{},[161,27941,16826],{},[161,27943,16829],{},[166,27945,16556],{"href":11548},[150,27947,306],{"id":305},[146,27949,27950,27951,27953,27954,27956,27957,170],{},"After a paid visit, the client's ",[161,27952,27863],{}," shows the points ",[161,27955,27866],{},". After you apply points, it shows them ",[161,27958,17709],{},[150,27960,317],{"id":316},[179,27962,27964],{"id":27963},"the-points-row-isnt-showing","The points row isn't showing",[146,27966,27967],{},"The client isn't on the sale, loyalty is off, or they don't have enough points to redeem yet. Points are offered on the payment step, not in the cart.",[179,27969,27971],{"id":27970},"points-disappeared-after-a-refund","Points disappeared after a refund",[146,27973,27974,27975,170],{},"Refunds take back the points earned on what was refunded. See ",[166,27976,1440],{"href":1439},[179,27978,27980],{"id":27979},"how-is-the-programme-doing","How is the programme doing?",[146,27982,1203,27983,490,27985,27987,27988,27990,27991,27993],{},[161,27984,2463],{},[161,27986,5928],{}," shows points issued, redeemed and expired; ",[161,27989,5931],{}," compares points earned with points used; and ",[161,27992,5934],{}," shows who referred whom.",{"title":359,"searchDepth":23,"depth":23,"links":27995},[27996,27997,28002,28003,28004,28005,28006],{"id":152,"depth":23,"text":153},{"id":27802,"depth":23,"text":27803,"children":27998},[27999,28000,28001],{"id":27808,"depth":33,"text":27809},{"id":27819,"depth":33,"text":27820},{"id":27839,"depth":33,"text":27840},{"id":27849,"depth":23,"text":27850},{"id":27900,"depth":23,"text":27901},{"id":27921,"depth":23,"text":27922},{"id":305,"depth":23,"text":306},{"id":316,"depth":23,"text":317,"children":28007},[28008,28009,28010],{"id":27963,"depth":33,"text":27964},{"id":27970,"depth":33,"text":27971},{"id":27979,"depth":33,"text":27980},"Use a client's points at checkout, check or correct their balance, approve held referrals, and see how your loyalty programme is doing.","i-lucide-gem",[28014,28015,28016,28017,28018],"loyalty points at checkout","redeem points","adjust client points","referral approvals","loyalty reports",{},"\u002Fhelp\u002Fgrowth\u002Floyalty-and-referrals",[1891,11548,3952],{"title":27775,"description":28011},"help\u002Fgrowth\u002Floyalty-and-referrals","lzT5OD01qQq7x1b3P6eSYd5u7Ln4iLARuzS1A11ZQJE",{"id":28026,"title":17083,"audience":7,"body":28027,"category":64,"description":28251,"draft":386,"extension":387,"icon":28252,"keywords":28253,"locale":11,"meta":28260,"navigation":398,"order":26656,"path":17082,"related":402,"seo":28261,"sourceHash":402,"stem":28262,"translationReviewed":386,"updatedAt":404,"__hash__":28263},"help\u002Fhelp\u002Foperations\u002Fimport-a-policy-from-a-document.md",{"type":143,"value":28028,"toc":28233},[28029,28032,28034,28047,28051,28124,28127,28134,28138,28186,28191,28193,28207,28209,28213,28216,28220,28226,28230],[146,28030,28031],{},"If your policies already exist as documents, upload them instead of retyping. Owneli keeps your file as the official copy, which employees can download, and shows its text in the app for them to read and sign.",[150,28033,153],{"id":152},[155,28035,28036,28041],{},[158,28037,28038,28040],{},[161,28039,1421],{}," anyone with permission to manage policies.",[158,28042,28043,28046],{},[161,28044,28045],{},"Use a file with real text:"," a PDF, Word document (.docx) or HTML file, up to 50 MB. A scanned PDF that's only pictures has no text to read; run it through text recognition first, or paste the text.",[150,28048,28050],{"id":28049},"upload-a-policy-document","Upload a policy document",[176,28052,28053,28055,28064,28068,28075,28077,28096,28098,28103,28107,28115,28119],{},[179,28054,277],{"id":276},[146,28056,1936,28057,1486,28059,28061,28062,170],{},[161,28058,16980],{},[161,28060,17055],{},", and choose ",[161,28063,17072],{},[179,28065,28067],{"id":28066},"add-the-file","Add the file",[146,28069,28070,28071,28074],{},"Drop your file on ",[161,28072,28073],{},"Drop your policy here",", or click to choose it.",[179,28076,4007],{"id":4006},[146,28078,11649,28079,4605,28081,12578,28083,490,28086,470,28089,28092,28093,28095],{},[161,28080,3344],{},[161,28082,3484],{},[161,28084,28085],{},"Code of conduct",[161,28087,28088],{},"Health & safety",[161,28090,28091],{},"Employee handbook","), and write the ",[161,28094,17097],{}," people see in lists and when asked to sign.",[179,28097,17102],{"id":17101},[146,28099,3388,28100,28102],{},[161,28101,17107],{}," so every employee signs it at their next sign-in. Each signature is kept against the file you uploaded.",[179,28104,28106],{"id":28105},"create-the-draft","Create the draft",[146,28108,225,28109,7176,28112,170],{},[161,28110,28111],{},"Upload and create draft",[161,28113,28114],{},"Policy created from upload",[179,28116,28118],{"id":28117},"check-and-publish","Check and publish",[146,28120,28121,28122,170],{},"Read the extracted text, tidy any headings or lists, then select ",[161,28123,3412],{},[146,28125,28126],{},"An HTML file shows exactly as designed, with its fonts, colours and tables. For a PDF or Word file, the text is pulled out for reading in the app, and the original stays downloadable.",[598,28128,28129],{},[146,28130,28131,28132,170],{},"Nobody is asked to sign a draft. Publishing is what sends the policy to the team and starts tracking who has signed. See ",[166,28133,17158],{"href":17157},[150,28135,28137],{"id":28136},"other-ways-to-start","Other ways to start",[721,28139,28140,28148],{},[724,28141,28142],{},[727,28143,28144,28146],{},[730,28145,3136],{},[730,28147,6372],{},[737,28149,28150,28159,28168,28177],{},[727,28151,28152,28156],{},[742,28153,28154],{},[161,28155,17064],{},[742,28157,28158],{},"Common policies, filled in with your business details",[727,28160,28161,28165],{},[742,28162,28163],{},[161,28164,17068],{},[742,28166,28167],{},"Writing a new policy with the AI assistant, when it's on for your business",[727,28169,28170,28174],{},[742,28171,28172],{},[161,28173,17076],{},[742,28175,28176],{},"Text copied from another system",[727,28178,28179,28183],{},[742,28180,28181],{},[161,28182,17079],{},[742,28184,28185],{},"Writing it yourself",[146,28187,28188,28189,170],{},"Every option creates a draft for you to check before publishing. See ",[166,28190,3512],{"href":3511},[150,28192,306],{"id":305},[146,28194,28195,28196,16425,28199,28201,28202,263,28204,28206],{},"The policy appears under ",[161,28197,28198],{},"Drafts",[161,28200,16980],{},". After you publish it, it shows ",[161,28203,17175],{},[161,28205,3469],{}," while people sign.",[150,28208,317],{"id":316},[179,28210,28212],{"id":28211},"only-pdf-docx-and-html-files-are-supported","\"Only PDF, .docx, and .html files are supported\"",[146,28214,28215],{},"Save the file as one of those types and upload it again.",[179,28217,28219],{"id":28218},"the-text-came-out-empty-or-garbled","The text came out empty or garbled",[146,28221,28222,28223,28225],{},"The file is probably a scan with no text. Use text recognition on it first, or choose ",[161,28224,17076],{}," and paste the text.",[179,28227,28229],{"id":28228},"i-dont-see-draft-with-ai","I don't see Draft with AI",[146,28231,28232],{},"The AI assistant isn't switched on for your business.",{"title":359,"searchDepth":23,"depth":23,"links":28234},[28235,28236,28244,28245,28246],{"id":152,"depth":23,"text":153},{"id":28049,"depth":23,"text":28050,"children":28237},[28238,28239,28240,28241,28242,28243],{"id":276,"depth":33,"text":277},{"id":28066,"depth":33,"text":28067},{"id":4006,"depth":33,"text":4007},{"id":17101,"depth":33,"text":17102},{"id":28105,"depth":33,"text":28106},{"id":28117,"depth":33,"text":28118},{"id":28136,"depth":23,"text":28137},{"id":305,"depth":23,"text":306},{"id":316,"depth":23,"text":317,"children":28247},[28248,28249,28250],{"id":28211,"depth":33,"text":28212},{"id":28218,"depth":33,"text":28219},{"id":28228,"depth":33,"text":28229},"Upload an existing PDF, Word or HTML policy, ask everyone to sign it, and check the extracted text before you publish.","i-lucide-file-up",[28254,28255,28256,28257,28258,28259],"upload policy pdf","import employee handbook","paste policy text","policy from word document","ai policy writer","create workplace policy",{},{"title":17083,"description":28251},"help\u002Foperations\u002Fimport-a-policy-from-a-document","fPRda6HEINvMv4fNO-PLg5yTragKBkWsRpJBfrQlnes",{"id":28265,"title":28266,"audience":120,"body":28267,"category":135,"description":28461,"draft":386,"extension":387,"icon":28462,"keywords":28463,"locale":11,"meta":28470,"navigation":398,"order":26656,"path":3772,"related":28471,"seo":28472,"sourceHash":402,"stem":28473,"translationReviewed":386,"updatedAt":404,"__hash__":28474},"help\u002Fhelp\u002Fportal\u002Fyour-wallet.md","Your wallet: store credit, cards, gift cards and receipts",{"type":143,"value":28268,"toc":28447},[28269,28278,28282,28291,28357,28364,28369,28373,28416,28418,28421,28423,28427,28430,28434,28440,28444],[146,28270,28271,28272,28274,28275,28277],{},"Two parts of your account cover money. ",[161,28273,3766],{}," shows what you can spend: store credit, gift cards and saved cards. ",[161,28276,3780],{}," lists every receipt from your visits.",[150,28279,28281],{"id":28280},"whats-in-your-wallet","What's in your Wallet",[146,28283,28284,28285,28287,28288,28290],{},"Sign in and open ",[161,28286,3766],{}," (under ",[161,28289,2676],{}," on a phone).",[721,28292,28293,28301],{},[724,28294,28295],{},[727,28296,28297,28299],{},[730,28298,3686],{},[730,28300,3689],{},[737,28302,28303,28313,28323,28332,28341],{},[727,28304,28305,28310],{},[742,28306,28307],{},[161,28308,28309],{},"Store credit",[742,28311,28312],{},"Credit you can spend when you pay, for example from a membership top-up or a left-over deposit",[727,28314,28315,28320],{},[742,28316,28317],{},[161,28318,28319],{},"Where it comes from",[742,28321,28322],{},"What your credit and balances came from",[727,28324,28325,28329],{},[742,28326,28327],{},[161,28328,27863],{},[742,28330,28331],{},"What you've added and spent recently",[727,28333,28334,28338],{},[742,28335,28336],{},[161,28337,4684],{},[742,28339,28340],{},"Gift cards you hold or sent, with their balances",[727,28342,28343,28347],{},[742,28344,28345],{},[161,28346,19716],{},[742,28348,28349,28350,490,28353,28356],{},"Cards on file: ",[161,28351,28352],{},"Add card",[161,28354,28355],{},"Make default"," or remove one",[146,28358,28359,28360,28363],{},"Credit on a paused or unpaid membership shows as ",[161,28361,28362],{},"on hold"," and can be spent once the plan is active again.",[146,28365,28366,28367,170],{},"For saved cards, see ",[166,28368,12019],{"href":12018},[150,28370,28372],{"id":28371},"find-a-receipt","Find a receipt",[176,28374,28375,28379,28394,28398,28403,28407],{},[179,28376,28378],{"id":28377},"open-purchases","Open Purchases",[146,28380,28284,28381,28287,28383,28385,28386,490,28389,7614,28392,170],{},[161,28382,3780],{},[161,28384,2676],{}," on a phone). It shows what you've spent over your ",[161,28387,28388],{},"Lifetime",[161,28390,28391],{},"This year",[161,28393,2983],{},[179,28395,28397],{"id":28396},"open-a-receipt","Open a receipt",[146,28399,522,28400,28402],{},[161,28401,1646],{}," on the one you want. Each item, discount, tax and tip is listed, with how you paid.",[179,28404,28406],{"id":28405},"print-or-save-it","Print or save it",[146,28408,522,28409,17026,28412,28415],{},[161,28410,28411],{},"Print",[161,28413,28414],{},"Save as PDF"," on the print screen to keep a copy.",[150,28417,306],{"id":305},[146,28419,28420],{},"Your balances match what you expect, and each receipt opens with its items and total.",[150,28422,317],{"id":316},[179,28424,28426],{"id":28425},"i-cant-add-a-card","I can't add a card",[146,28428,28429],{},"The business hasn't set up card payments yet. The page says so when that's the case.",[179,28431,28433],{"id":28432},"my-gift-card-isnt-there","My gift card isn't there",[146,28435,28436,28437,170],{},"It shows once it's linked to your account with the business. You can always check its balance from its link or code. See ",[166,28438,28439],{"href":11976},"Buy a gift card and check its balance",[179,28441,28443],{"id":28442},"can-the-business-add-a-card-for-me","Can the business add a card for me?",[146,28445,28446],{},"No. You always enter cards yourself, on a secure form from the payment processor.",{"title":359,"searchDepth":23,"depth":23,"links":28448},[28449,28450,28455,28456],{"id":28280,"depth":23,"text":28281},{"id":28371,"depth":23,"text":28372,"children":28451},[28452,28453,28454],{"id":28377,"depth":33,"text":28378},{"id":28396,"depth":33,"text":28397},{"id":28405,"depth":33,"text":28406},{"id":305,"depth":23,"text":306},{"id":316,"depth":23,"text":317,"children":28457},[28458,28459,28460],{"id":28425,"depth":33,"text":28426},{"id":28432,"depth":33,"text":28433},{"id":28442,"depth":33,"text":28443},"See your store credit, gift cards and saved cards in your Wallet, and find every receipt in Purchases.","i-lucide-wallet",[28464,28465,28466,28467,28468,28469],"store credit balance","my saved cards","gift card balance in my account","find my receipt","salon receipts online","remove card on file",{},[12018,3758],{"title":28266,"description":28461},"help\u002Fportal\u002Fyour-wallet","JKYfTL2wG5h-yxcPJGMY_yiZJkZ4MyfyNu_lx8pn9tM",{"id":28476,"title":28477,"audience":7,"body":28478,"category":54,"description":28866,"draft":386,"extension":387,"icon":10798,"keywords":28867,"locale":11,"meta":28873,"navigation":398,"order":26656,"path":24695,"related":28874,"seo":28875,"sourceHash":402,"stem":28876,"translationReviewed":386,"updatedAt":404,"__hash__":28877},"help\u002Fhelp\u002Fretail\u002Fpurchase-orders-and-vendors.md","Purchase orders and vendors",{"type":143,"value":28479,"toc":28837},[28480,28483,28485,28498,28502,28544,28550,28554,28636,28641,28646,28650,28686,28690,28697,28699,28757,28761,28766,28775,28779,28785,28787,28797,28799,28803,28808,28812,28817,28821],[146,28481,28482],{},"A purchase order records what you've ordered from a supplier and when it should arrive. When the delivery comes, you receive it against the order, and stock goes up at the location it was delivered to.",[150,28484,153],{"id":152},[155,28486,28487,28492],{},[158,28488,28489,28491],{},[161,28490,1421],{}," seeing orders and vendors needs access to purchasing; creating and changing them needs permission to manage it.",[158,28493,28494,28497],{},[161,28495,28496],{},"Pick one location."," Each order delivers to one location. Choose it in the location pill in the top bar.",[150,28499,28501],{"id":28500},"add-a-vendor","Add a vendor",[176,28503,28504,28506,28514,28518,28538,28540],{},[179,28505,277],{"id":276},[146,28507,1936,28508,1469,28511,170],{},[161,28509,28510],{},"Retail → Vendors",[161,28512,28513],{},"New vendor",[179,28515,28517],{"id":28516},"fill-in-the-details","Fill in the details",[146,28519,11649,28520,28522,28523,490,28526,490,28528,490,28530,490,28532,28535,28536,170],{},[161,28521,4016],{},", and if you like the ",[161,28524,28525],{},"Contact name",[161,28527,493],{},[161,28529,496],{},[161,28531,21201],{},[161,28533,28534],{},"Payment terms"," (such as Net 30) and ",[161,28537,3462],{},[179,28539,2019],{"id":2018},[146,28541,225,28542,170],{},[161,28543,16870],{},[146,28545,28546,28547,28549],{},"To stop ordering from a vendor, open it and choose ",[161,28548,3496],{},". It no longer appears for new orders, and past orders keep their history.",[150,28551,28553],{"id":28552},"raise-a-purchase-order","Raise a purchase order",[176,28555,28556,28559,28573,28577,28586,28590,28608,28612,28623,28627],{},[179,28557,277],{"id":28558},"start-1",[146,28560,1936,28561,1469,28564,2079,28567,28570,28571,170],{},[161,28562,28563],{},"Retail → Purchase orders",[161,28565,28566],{},"New PO",[161,28568,28569],{},"Delivering to"," shows the location it's for. To order from the reorder list instead, see ",[166,28572,24370],{"href":24369},[179,28574,28576],{"id":28575},"choose-the-vendor-and-date","Choose the vendor and date",[146,28578,7146,28579,28582,28583,7158],{},[161,28580,28581],{},"Vendor"," and, if you know it, the ",[161,28584,28585],{},"Expected by",[179,28587,28589],{"id":28588},"add-the-lines","Add the lines",[146,28591,225,28592,28595,28596,189,28598,28601,28602,28605,28606,170],{},[161,28593,28594],{},"Add line",". For each, pick a product (and its size or shade, if it has them) and enter the ",[161,28597,9191],{},[161,28599,28600],{},"Unit price",". For something not in your catalogue, such as a display stand, choose ",[161,28603,28604],{},"Free-form item"," and type a ",[161,28607,4020],{},[179,28609,28611],{"id":28610},"add-tax-and-shipping","Add tax and shipping",[146,28613,9094,28614,28617,28618,189,28620,170],{},[161,28615,28616],{},"Subtotal"," adds up the lines. Enter any ",[161,28619,9183],{},[161,28621,28622],{},"Shipping",[179,28624,28626],{"id":28625},"save-or-send","Save or send",[146,28628,225,28629,28631,28632,28635],{},[161,28630,3416],{}," to finish later, or ",[161,28633,28634],{},"Save & send"," once you've placed the order.",[554,28637],{"alt":28638,"height":28639,"src":28640,"width":712},"The Purchase orders page delivering to Main: Vendors and New PO at the top, status filters, and four orders with their vendor, lines, ETA (a date, Arrived or None), status (Draft, Sent, Received, Cancelled) and total.",609,"\u002Fhelp\u002Fretail\u002Fpurchase-orders-and-vendors\u002Flist.webp",[2453,28642,28643],{},[146,28644,28645],{},"Sending marks the order as sent in Owneli. It doesn't email the vendor, so place the order with them as you normally would.",[150,28647,28649],{"id":28648},"receive-a-delivery","Receive a delivery",[176,28651,28652,28656,28667,28671,28678,28680],{},[179,28653,28655],{"id":28654},"open-the-order","Open the order",[146,28657,1936,28658,1469,28660,28663,28664,170],{},[161,28659,28563],{},[161,28661,28662],{},"Receive"," on the order's row, or open the order and select ",[161,28665,28666],{},"Receive items",[179,28668,28670],{"id":28669},"enter-what-arrived","Enter what arrived",[146,28672,28673,28674,28677],{},"For each line, enter how many arrived. ",[161,28675,28676],{},"Fill remainder"," fills in everything still outstanding.",[179,28679,24529],{"id":24528},[146,28681,225,28682,28685],{},[161,28683,28684],{},"Record receipt",". Stock goes up at the order's location.",[554,28687],{"alt":28688,"height":13822,"src":28689,"width":712},"A sent purchase order from SkinScript Distribution: a Purchase orders back button, Edit and Cancel at the top, four lines with ordered, received, unit and total, the subtotal, tax, shipping and total, and the Receive items box with Fill remainder and a quantity for the first product.","\u002Fhelp\u002Fretail\u002Fpurchase-orders-and-vendors\u002Freceive.webp",[146,28691,28692,28693,28696],{},"Receive what actually arrived, not what the invoice says. If part of the order is missing, it shows ",[161,28694,28695],{},"Partially received"," until the rest comes.",[150,28698,23388],{"id":23387},[721,28700,28701,28709],{},[724,28702,28703],{},[727,28704,28705,28707],{},[730,28706,4922],{},[730,28708,1026],{},[737,28710,28711,28720,28729,28738,28748],{},[727,28712,28713,28717],{},[742,28714,28715],{},[161,28716,10586],{},[742,28718,28719],{},"Being prepared. Nothing is ordered yet.",[727,28721,28722,28726],{},[742,28723,28724],{},[161,28725,10596],{},[742,28727,28728],{},"Ordered from the vendor",[727,28730,28731,28735],{},[742,28732,28733],{},[161,28734,28695],{},[742,28736,28737],{},"Some items have arrived",[727,28739,28740,28745],{},[742,28741,28742],{},[161,28743,28744],{},"Received",[742,28746,28747],{},"Everything has arrived",[727,28749,28750,28754],{},[742,28751,28752],{},[161,28753,1070],{},[742,28755,28756],{},"Closed. Nothing more can be received.",[150,28758,28760],{"id":28759},"change-or-cancel-an-order","Change or cancel an order",[146,28762,225,28763,28765],{},[161,28764,2104],{}," to change the lines, quantities or prices, until the order is received or cancelled. You can't lower a line below what's already been received. An order with a free-form line only lets you change the expected date and notes.",[146,28767,28768,28769,7125,28771,28774],{},"To cancel, open the order, select ",[161,28770,14764],{},[161,28772,28773],{},"Cancel order",". It stays in the list as a record.",[150,28776,28778],{"id":28777},"low-stock-emails","Low-stock emails",[146,28780,28781,28782,28784],{},"Once a day, the business owner gets an email listing products at or below their ",[161,28783,24348],{}," level. A product isn't repeated for 7 days, and is left out if an open order already covers it.",[150,28786,306],{"id":305},[146,28788,28789,28790,263,28793,28796],{},"After you record a receipt, you see ",[161,28791,28792],{},"Receipts saved",[161,28794,28795],{},"Fully received"," when nothing is left. The list shows units received out of the total, and the product's stock has gone up at that location.",[150,28798,317],{"id":316},[179,28800,28802],{"id":28801},"pick-a-specific-location-before-creating-a-po","\"Pick a specific location before creating a PO\"",[146,28804,28805,28807],{},[161,28806,2082],{}," is selected. Choose a location in the location pill, then try again.",[179,28809,28811],{"id":28810},"the-vendor-isnt-in-the-list","The vendor isn't in the list",[146,28813,28814,28815,170],{},"It may be archived. Add it again under ",[161,28816,28510],{},[179,28818,28820],{"id":28819},"where-can-i-see-whats-on-order","Where can I see what's on order?",[146,28822,28823,28825,28826,3845,28829,490,28831,28833,28834,28836],{},[161,28824,28563],{}," shows each order's status and ",[161,28827,28828],{},"ETA",[161,28830,2463],{},[161,28832,5960],{}," shows current stock and ",[161,28835,5970],{}," shows each receipt.",{"title":359,"searchDepth":23,"depth":23,"links":28838},[28839,28840,28845,28852,28857,28858,28859,28860,28861],{"id":152,"depth":23,"text":153},{"id":28500,"depth":23,"text":28501,"children":28841},[28842,28843,28844],{"id":276,"depth":33,"text":277},{"id":28516,"depth":33,"text":28517},{"id":2018,"depth":33,"text":2019},{"id":28552,"depth":23,"text":28553,"children":28846},[28847,28848,28849,28850,28851],{"id":28558,"depth":33,"text":277},{"id":28575,"depth":33,"text":28576},{"id":28588,"depth":33,"text":28589},{"id":28610,"depth":33,"text":28611},{"id":28625,"depth":33,"text":28626},{"id":28648,"depth":23,"text":28649,"children":28853},[28854,28855,28856],{"id":28654,"depth":33,"text":28655},{"id":28669,"depth":33,"text":28670},{"id":24528,"depth":33,"text":24529},{"id":23387,"depth":23,"text":23388},{"id":28759,"depth":23,"text":28760},{"id":28777,"depth":23,"text":28778},{"id":305,"depth":23,"text":306},{"id":316,"depth":23,"text":317,"children":28862},[28863,28864,28865],{"id":28801,"depth":33,"text":28802},{"id":28810,"depth":33,"text":28811},{"id":28819,"depth":33,"text":28820},"Add the suppliers you order from, raise a purchase order, mark it sent, and receive the delivery in full or in part so your stock goes up.",[28868,28869,28870,28871,28872],"purchase order","receive stock delivery","add a vendor supplier","partial delivery","low stock email",{},[24693,3268],{"title":28477,"description":28866},"help\u002Fretail\u002Fpurchase-orders-and-vendors","MBRfX7-cWtnfa7TCuMp62qpKwHm0OKaa_vXm6b4PYLQ",{"id":28879,"title":4961,"audience":7,"body":28880,"category":94,"description":29834,"draft":386,"extension":387,"icon":122,"keywords":29835,"locale":11,"meta":29851,"navigation":398,"order":26656,"path":4960,"related":29852,"seo":29853,"sourceHash":402,"stem":29854,"translationReviewed":386,"updatedAt":5027,"__hash__":29855},"help\u002Fhelp\u002Fsettings\u002Fonline-booking.md",{"type":143,"value":28881,"toc":29801},[28882,28891,28893,28917,28921,28978,28983,28987,28991,29079,29090,29096,29107,29111,29155,29159,29163,29184,29194,29198,29294,29299,29303,29317,29327,29337,29341,29357,29367,29371,29377,29424,29427,29430,29436,29483,29486,29501,29543,29556,29559,29586,29599,29607,29611,29631,29635,29643,29691,29697,29704,29707,29711,29722,29724,29729,29731,29735,29740,29744,29749,29753,29771,29775,29792,29796],[146,28883,28884,28885,28887,28888,170],{},"Online booking gives clients a page where they choose a service, a time and, if you like, a professional, without making an account. You turn it on under ",[161,28886,11048],{}," and set its rules under ",[161,28889,28890],{},"Settings → Booking → Booking rules",[150,28892,153],{"id":152},[155,28894,28895,28900,28906],{},[158,28896,28897,28899],{},[161,28898,1421],{}," admins and owners with permission to manage online booking.",[158,28901,28902,28905],{},[161,28903,28904],{},"Three things must exist:"," a location, at least one service, and working hours for your team. Without all three, clients find nothing to book, and the page tells you what's missing.",[158,28907,28908,28911,28912,28914,28915,170],{},[161,28909,28910],{},"Services must allow it."," Each service needs ",[161,28913,4670],{}," on. See ",[166,28916,4541],{"href":5021},[150,28918,28920],{"id":28919},"turn-on-online-booking","Turn on online booking",[176,28922,28923,28927,28931,28933,28940,28944,28954,28958,28965,28969],{},[179,28924,28926],{"id":28925},"open-the-setting","Open the setting",[146,28928,1936,28929,170],{},[161,28930,11048],{},[179,28932,11251],{"id":11250},[146,28934,1203,28935,4667,28937,170],{},[161,28936,1140],{},[161,28938,28939],{},"Accept bookings from the public link",[179,28941,28943],{"id":28942},"choose-what-guests-can-change","Choose what guests can change",[146,28945,28946,28947,189,28950,28953],{},"Switch ",[161,28948,28949],{},"Guests can reschedule",[161,28951,28952],{},"Guests can cancel"," on or off. With cancel off, guests are asked to call you instead.",[179,28955,28957],{"id":28956},"add-a-welcome-line","Add a welcome line",[146,28959,28960,28961,28964],{},"Write a line or two in ",[161,28962,28963],{},"Intro copy",". It sits under your business name on the booking page.",[179,28966,28968],{"id":28967},"save-and-share","Save and share",[146,28970,225,28971,3466,28973,1541,28975,28977],{},[161,28972,3844],{},[161,28974,26078],{},[161,28976,26081],{}," to share it, or the open icon beside that to try the page.",[554,28979],{"alt":28980,"height":28981,"src":28982,"width":1628},"Online booking in Settings with its On status: the Public booking section, with Accept bookings from the public link switched on.",168,"\u002Fhelp\u002Fsettings\u002Fonline-booking\u002Fpublic.webp",[150,28984,28986],{"id":28985},"set-the-booking-rules","Set the booking rules",[146,28988,2879,28989,4291],{},[161,28990,28890],{},[721,28992,28993,29002],{},[724,28994,28995],{},[727,28996,28997,28999],{},[730,28998,4168],{},[730,29000,29001],{},"What it controls",[737,29003,29004,29013,29022,29032,29042,29052,29069],{},[727,29005,29006,29010],{},[742,29007,29008],{},[161,29009,26248],{},[742,29011,29012],{},"How soon before a slot a client can still book it, so nobody books 9:00 at 8:57",[727,29014,29015,29019],{},[742,29016,29017],{},[161,29018,26251],{},[742,29020,29021],{},"How far ahead clients can book",[727,29023,29024,29029],{},[742,29025,29026],{},[161,29027,29028],{},"Time slot interval",[742,29030,29031],{},"The gap between start times offered, such as every 15 minutes",[727,29033,29034,29039],{},[742,29035,29036],{},[161,29037,29038],{},"Cancellation cutoff",[742,29040,29041],{},"Clients can't cancel or reschedule online within this time before the visit",[727,29043,29044,29049],{},[742,29045,29046],{},[161,29047,29048],{},"Hold a chosen time for",[742,29050,29051],{},"How long a client has to finish booking after picking a time. Nobody else can take it meanwhile.",[727,29053,29054,29059],{},[742,29055,29056],{},[161,29057,29058],{},"Buffers",[742,29060,29061,29062,189,29065,29068],{},"Time kept free ",[161,29063,29064],{},"Before appointment",[161,29066,29067],{},"After appointment",". A service's own buffer wins.",[727,29070,29071,29076],{},[742,29072,29073],{},[161,29074,29075],{},"Let clients choose their provider",[742,29077,29078],{},"Shows a \"choose a professional\" step. Off, clients just pick a time and you're assigned whoever is free.",[146,29080,225,29081,29083,29084,1486,29086,29089],{},[161,29082,3844],{}," in the bar at the bottom. Under ",[161,29085,15516],{},[161,29087,29088],{},"Override"," on a location to give it its own rules.",[554,29091],{"alt":29092,"height":29093,"src":29094,"width":29095},"Booking rules in Settings: under When clients can book, Minimum notice set to No minimum notice, Booking window 60 days ahead, Time slot interval 30 minutes, Cancellation cutoff Any time before, Show your phone number when online changes are closed switched on, Hold a chosen time for 5 minutes, and Let clients keep holding a time switched off.",740,"\u002Fhelp\u002Fsettings\u002Fonline-booking\u002Frules.webp",876,[2453,29097,29098],{},[146,29099,9094,29100,29102,29103,29106],{},[161,29101,29038],{}," decides whether a client can cancel online at all. Whether they're charged is your ",[166,29104,29105],{"href":4870},"payment policy",". If the cutoff is shorter than the fee window, clients can cancel online and still be charged.",[150,29108,29110],{"id":29109},"also-on-the-booking-rules-tab","Also on the Booking rules tab",[721,29112,29113,29121],{},[724,29114,29115],{},[727,29116,29117,29119],{},[730,29118,3686],{},[730,29120,735],{},[737,29122,29123,29140],{},[727,29124,29125,29130],{},[742,29126,29127],{},[161,29128,29129],{},"Scheduling recommendations",[742,29131,26815,29132,29135,29136,29139],{},[161,29133,29134],{},"Show recommended times"," on, your team sees suggested times when booking from the calendar, for example to ",[161,29137,29138],{},"Favor compact schedules",". It never changes what's available.",[727,29141,29142,29146],{},[742,29143,29144],{},[161,29145,16361],{},[742,29147,26815,29148,29151,29152,29154],{},[161,29149,29150],{},"Show revenue opportunities on Today"," on, ",[161,29153,312],{}," lists clients overdue for a return visit and packages about to expire with sessions left.",[150,29156,29158],{"id":29157},"closed-periods-the-waitlist-and-group-booking","Closed periods, the waitlist and group booking",[179,29160,29162],{"id":29161},"close-for-a-holiday","Close for a holiday",[146,29164,1936,29165,1469,29167,4287,29170,189,29172,15044,29175,29177,29178,470,29180,1574,29182,170],{},[161,29166,24800],{},[161,29168,29169],{},"Add closed period",[161,29171,8573],{},[161,29173,29174],{},"End date",[161,29176,4020],{}," such as \"Public holiday\". With more than one location, choose ",[161,29179,2082],{},[161,29181,17661],{},[161,29183,888],{},[146,29185,29186,29187,29189,29190,29193],{},"Clients can't book online on those days. Bookings already made stay on the calendar, so move or cancel them yourself. ",[161,29188,2082],{}," covers the locations you have now: a location you add later isn't included, so add it to the period then. A period that has ended moves to ",[161,29191,29192],{},"Past","; you can open it but not change it, because your reports still count it.",[179,29195,29197],{"id":29196},"more-choices-and-switches","More choices and switches",[721,29199,29200,29210],{},[724,29201,29202],{},[727,29203,29204,29206,29208],{},[730,29205,4168],{},[730,29207,11017],{},[730,29209,735],{},[737,29211,29212,29224,29235,29249,29265,29280],{},[727,29213,29214,29218,29221],{},[742,29215,29216],{},[161,29217,26248],{},[742,29219,29220],{},"Booking rules",[742,29222,29223],{},"Includes 15 and 30 minutes, and 4, 5, 6, 7 and 14 days.",[727,29225,29226,29230,29232],{},[742,29227,29228],{},[161,29229,29028],{},[742,29231,29220],{},[742,29233,29234],{},"Includes 90 minutes and 2 hours.",[727,29236,29237,29242,29244],{},[742,29238,29239],{},[161,29240,29241],{},"Show your phone number when online changes are closed",[742,29243,29220],{},[742,29245,29246,29247,170],{},"On, a client inside the cancellation cutoff sees your number so they can call. Off, they're asked to contact you. A location can set its own under ",[161,29248,15516],{},[727,29250,29251,29256,29262],{},[742,29252,29253],{},[161,29254,29255],{},"Clients can book for a group online",[742,29257,29258,29259],{},"Booking rules, under ",[161,29260,29261],{},"Online group booking",[742,29263,29264],{},"Off removes group booking from your booking page. Your team can still book a group from the calendar.",[727,29266,29267,29272,29277],{},[742,29268,29269],{},[161,29270,29271],{},"Clients can join the waitlist online",[742,29273,29274,29275],{},"Online booking, under ",[161,29276,832],{},[742,29278,29279],{},"Off removes \"Notify me if a time opens\" from your booking page. Your team can still add anyone to the waitlist.",[727,29281,29282,29287,29291],{},[742,29283,29284],{},[161,29285,29286],{},"Only during opening hours",[742,29288,29274,29289],{},[161,29290,832],{},[742,29292,29293],{},"Clients can only ask for days and times the location is open, and not for its closed periods.",[146,29295,29296,29297,170],{},"Each switch starts the way online booking worked before it existed: everything on except ",[161,29298,29286],{},[179,29300,29302],{"id":29301},"who-gets-any-professional","Who gets \"Any professional\"",[146,29304,1203,29305,29308,29309,29312,29313,29316],{},[161,29306,29307],{},"Booking rules → Any professional",", choose who gets a booking when the client picks \"Any professional\": whoever is least booked that day (the usual rule), this week or over two weeks; each person in turn; or ",[161,29310,29311],{},"Your own order",", which you set by moving people up and down. Switch on ",[161,29314,29315],{},"Returning clients go to the person they saw last"," to send a client back to the person who did their last completed visit, when that person is free and the client is signed in or gave their email before picking a time.",[146,29318,29319,29320,29322,29323,29326],{},"To leave someone out of \"Any professional\" while clients can still book them by name, open them in ",[161,29321,2419],{}," and switch off ",[161,29324,29325],{},"Include in \"Any professional\" online",". While clients can't choose a team member online, at least one person must stay in.",[146,29328,29329,29330,29333,29334,29336],{},"A booking where the client picked the person is now marked ",[161,29331,29332],{},"Requested by the client",", which a requested-provider bonus and the reports use. On the calendar, switch on ",[161,29335,29332],{}," when you book for a client who asked for someone.",[179,29338,29340],{"id":29339},"online-suggestions-and-checkout-info","Online suggestions and checkout info",[146,29342,1203,29343,29346,29347,490,29350,470,29353,29356],{},[161,29344,29345],{},"Booking rules → Online suggestions",", switch off ",[161,29348,29349],{},"Suggest services",[161,29351,29352],{},"Suggest a membership",[161,29354,29355],{},"Suggest a package"," for the whole business. A service's own suggestions show only while the matching switch is on. With packages on, the confirmation screen suggests one package that includes the service booked, best value first.",[146,29358,1203,29359,29362,29363,29366],{},[161,29360,29361],{},"Online booking → Public booking",", write ",[161,29364,29365],{},"Important info at checkout",", up to 1,000 characters, such as parking or what to bring. Clients read it before they confirm a booking, and before they pay for a gift card, membership, package or shop order.",[179,29368,29370],{"id":29369},"gap-control","Gap control",[146,29372,1203,29373,29376],{},[161,29374,29375],{},"Booking rules → Gap control",", choose which start times clients see online:",[721,29378,29379,29388],{},[724,29380,29381],{},[727,29382,29383,29386],{},[730,29384,29385],{},"Choice",[730,29387,27922],{},[737,29389,29390,29400,29414],{},[727,29391,29392,29397],{},[742,29393,29394],{},[161,29395,29396],{},"Show every time",[742,29398,29399],{},"Every free start time. This is how online booking has always worked.",[727,29401,29402,29407],{},[742,29403,29404],{},[161,29405,29406],{},"Reduce gaps",[742,29408,29409,29410,29413],{},"Times that would leave a gap shorter than ",[161,29411,29412],{},"Shortest gap to leave"," (10 to 60 minutes) before or after the visit are hidden.",[727,29415,29416,29421],{},[742,29417,29418],{},[161,29419,29420],{},"No gaps",[742,29422,29423],{},"Only times right next to a booking, a break or the start or end of the team member's day.",[146,29425,29426],{},"Gaps are counted for each team member, with the service's buffers and their bookings, holds and blocked time. A location with its own booking rules can have its own gap control. It applies to online booking only: your team can still book any free time from the calendar, and a client moving their own booking still sees every free time.",[179,29428,4847],{"id":29429},"make-room-for-requests",[146,29431,3388,29432,29435],{},[161,29433,29434],{},"Booking rules → Make room for requests"," to let a client book someone by name when that person's time is taken only by an \"Any professional\" booking. If another team member can do that service, works then, is free and charges the same, the \"Any professional\" booking moves to them and the client who asked gets the time.",[155,29437,29438,29444,29450,29456,29464,29467,29470],{},[158,29439,29440,29441,29443],{},"It's off until you turn it on. A booking where the client asked for someone, or one marked ",[161,29442,29332],{},", is never moved.",[158,29445,29446,29449],{},[161,29447,29448],{},"Stop moving bookings"," keeps bookings close to their start where they are, 24 hours before by default.",[158,29451,29452,29455],{},[161,29453,29454],{},"Include bookings your team made"," also moves bookings your team made after you turned this on.",[158,29457,29458,29459,29461,29462,1117],{},"Only a booking with one service and no add-ons moves, and never one that's part of a series or a group, already checked in, or for a service set to ",[161,29460,4768],{}," (see ",[166,29463,4541],{"href":5021},[158,29465,29466],{},"Rooms and equipment come along: the moved booking keeps its room or machine, and the client who asked gets another free one of the same type. If they need the one the moved booking had, the moved booking switches to a free one of the same type. When no room or machine works out, the time isn't offered.",[158,29468,29469],{},"The move, any room switch and the new booking happen together, so nobody else can take the time in between. The moved booking gets a note saying why, the move is in the audit log, and the moved client's reminder names their new team member. Any commission follows the person who does the visit.",[158,29471,29472,29475,29476,29478,29479,29482],{},[161,29473,29474],{},"Email the client when their booking moves to another team member"," is on to start. The moved client gets one email, in their language, saying who they'll see now; the time stays the same. It follows your ",[161,29477,16688],{}," email's on and off switch in ",[161,29480,29481],{},"Emails",". The same switch decides whether \"Tell the client about the change\" starts ticked when your team moves a booking to someone else by hand.",[179,29484,29261],{"id":29485},"online-group-booking",[146,29487,1203,29488,29491,29492,29495,29496,470,29498,29500],{},[161,29489,29490],{},"Booking rules → Online group booking",", choose how the guests in a group booked online can be seen. ",[161,29493,29494],{},"Guests can be seen one after another"," is on to start with, so clients choose ",[161,29497,9569],{},[161,29499,9572],{}," when they pick a time.",[721,29502,29503,29512],{},[724,29504,29505],{},[727,29506,29507,29509],{},[730,29508,29385],{},[730,29510,29511],{},"How the guests are booked",[737,29513,29514,29523,29532],{},[727,29515,29516,29520],{},[742,29517,29518],{},[161,29519,9569],{},[742,29521,29522],{},"Everyone starts together, each with a different team member. This is how group booking has always worked.",[727,29524,29525,29529],{},[742,29526,29527],{},[161,29528,9572],{},[742,29530,29531],{},"Each guest starts after the one before finishes, the organiser first and then in the order they were added. One team member sees them all when they have room; otherwise the next guest goes to someone else.",[727,29533,29534,29537],{},[742,29535,29536],{},"Some together, the rest after",[742,29538,29539,29540,29542],{},"Some guests start together with different team members, and the rest start after the first of them finishes. Clients don't choose this: it's offered, with times one after another, when they chose ",[161,29541,9569],{}," and no time that day fits everyone together.",[146,29544,29545,29548,29549,29552,29553,29555],{},[161,29546,29547],{},"Longest wait between guests"," is how long a guest can wait after the one before finishes: ",[161,29550,29551],{},"No wait",", or 5 to 60 minutes. It's 15 minutes to start with. Start times stay on your ",[161,29554,29028],{},", so the wait includes the time to the next start: with 30-minute slots, a 45-minute visit at 10:00 ends at 10:45, and the next guest starts at 11:00 at the earliest. When one team member sees two guests in a row, the buffers between their visits come on top of the wait.",[146,29557,29558],{},"What clients see:",[155,29560,29561,29567,29573,29579],{},[158,29562,29563,29564,29566],{},"Each time on the booking page shows when the group finishes, such as \"to 11:30\". After they pick a time where guests start at different times, ",[161,29565,9584],{}," lists each guest with their service and times, and it shows again before they book and once they've booked.",[158,29568,29569,29570,29572],{},"On a day with no time for everyone together, they're offered times where some or all of them are seen one after another. ",[161,29571,9651],{}," looks for a day in the next two weeks that fits everyone at once.",[158,29574,29575,29576,29578],{},"The group link lists the guests in the order they start, each with their own times. Cancelling the group cancels every guest, and the ",[161,29577,29038],{}," counts from the first guest's time.",[158,29580,29581,29582,29585],{},"When guests start at different times, the organiser's confirmation email lists each guest's time under ",[161,29583,29584],{},"Your group's times",", with a link to the group. Each guest still gets their own confirmation.",[146,29587,29588,29589,29591,29592,29595,29596,170],{},"On your calendar, each guest is their own appointment at their own time, and opening one shows ",[161,29590,26865],{},". Guests one team member sees one after another sit back to back in that person's column, and the party panel lists everyone in the order they start. With ",[161,29593,29594],{},"Send emails to booked team members"," on, a team member with more than one guest in the group gets one email that lists them all under ",[161,29597,29598],{},"Your guests in this group",[146,29600,4460,29601,29603,29604,29606],{},[161,29602,29494],{}," to offer only times where everyone starts together, as before. ",[161,29605,29547],{}," is hidden while it's off.",[150,29608,29610],{"id":29609},"share-booking-links","Share booking links",[146,29612,1203,29613,16425,29616,29618,29619,29622,29623,29626,29627,170],{},[161,29614,29615],{},"Links and QR codes",[161,29617,11048],{},", make a short link or QR code that opens your booking page, some services, one person, a plan, gift cards or your shop. Each saved link shows its visits and bookings. See ",[166,29620,29615],{"href":29621},"\u002Fhelp\u002Fsettings\u002Flinks-and-qr-codes",". To put a ",[161,29624,29625],{},"Book"," button on your own website, see ",[166,29628,29630],{"href":29629},"\u002Fhelp\u002Fsettings\u002Fembed-booking","Embed booking on your website",[150,29632,29634],{"id":29633},"get-emails-about-online-bookings","Get emails about online bookings",[146,29636,29637,16425,29640,29642],{},[161,29638,29639],{},"Email notifications",[161,29641,11048],{}," decides who is emailed when a client books, reschedules or cancels online. That covers the booking page, group bookings, waitlist offers, the client's manage link, the client portal, and a whole group cancelled from its own link. Bookings your team makes aren't emailed.",[721,29644,29645,29654],{},[724,29646,29647],{},[727,29648,29649,29651],{},[730,29650,29385],{},[730,29652,29653],{},"Who gets the email",[737,29655,29656,29665,29681],{},[727,29657,29658,29662],{},[742,29659,29660],{},[161,29661,29594],{},[742,29663,29664],{},"On to start with. The team member the client booked with. When a client cancels or reschedules, the managers who run the calendar get one too.",[727,29666,29667,29672],{},[742,29668,29669],{},[161,29670,29671],{},"Send emails to owners and admins",[742,29673,29674,29675,1473,29678,170],{},"Off to start with. Every owner and admin. This used to be ",[161,29676,29677],{},"Email me about new online bookings",[161,29679,29680],{},"Time off & notifications",[727,29682,29683,29688],{},[742,29684,29685],{},[161,29686,29687],{},"Send emails to specific addresses",[742,29689,29690],{},"Off to start with. Up to 10 addresses separated by commas, such as a front desk inbox.",[146,29692,225,29693,29696],{},[161,29694,29695],{},"Save email notifications"," under the choices.",[146,29698,29699,29700,29703],{},"Each address gets one email per booking, reschedule or cancellation, even when it is on more than one list. A group counts as one booking: the team member of each other guest hears about their own guest. The email shows the client's name, the services, the team member, the time and the booking reference. It never shows the client's phone number or email address. Your team's copy has an ",[161,29701,29702],{},"Open in calendar"," button. An address that isn't on your team gets no button, a line saying your team can see the booking in Owneli, and a line saying your business added the address and to ask you to remove it.",[146,29705,29706],{},"The bell in the top bar shows these bookings to your team whatever you choose here.",[179,29708,29710],{"id":29709},"add-addresses-for-one-location","Add addresses for one location",[146,29712,2879,29713,29715,29716,29719,29720,15230],{},[161,29714,10915],{},", choose the location, and add addresses under ",[161,29717,29718],{},"Booking emails",". They get the emails for bookings at that location, on top of the business list, while ",[161,29721,29687],{},[150,29723,306],{"id":305},[146,29725,2879,29726,29728],{},[161,29727,26081],{}," in a private browser window. Your services appear and you can pick a time. Booking yourself a test visit shows it on the calendar; cancel it afterwards.",[150,29730,317],{"id":316},[179,29732,29734],{"id":29733},"set-up-a-location-a-service-and-staff-working-hours-first","\"Set up a location, a service and staff working hours first\"",[146,29736,29737,29738,170],{},"Add whatever it lists. Working hours are set for each team member under ",[161,29739,1310],{},[179,29741,29743],{"id":29742},"a-service-is-missing-from-the-booking-page","A service is missing from the booking page",[146,29745,4489,29746,29748],{},[161,29747,4670],{}," on the service, that it's active, and that it's switched on at that location.",[179,29750,29752],{"id":29751},"no-times-are-offered","No times are offered",[146,29754,29755,29756,189,29758,29760,29761,1834,29763,470,29765,29767,29768,29770],{},"Check the team's working hours that day, the ",[161,29757,26248],{},[161,29759,26251],{},", and that someone who does the service is working. With ",[161,29762,29370],{},[161,29764,29406],{},[161,29766,29420],{},", fewer times are offered on purpose; choose ",[161,29769,29396],{}," to see them all.",[179,29772,29774],{"id":29773},"a-group-isnt-offered-times-one-after-another","A group isn't offered times one after another",[146,29776,29777,29778,29780,29781,29783,29784,1834,29786,29788,29789,29791],{},"The next guest can only start on your ",[161,29779,29028],{},", within ",[161,29782,29547],{}," of the one before finishing. If the next start is further away than that, choose a longer wait. With ",[161,29785,29370],{},[161,29787,29406],{},", a wait shorter than ",[161,29790,29412],{}," between two guests with the same team member isn't offered either.",[179,29793,29795],{"id":29794},"the-link-shows-page-not-found","The link shows \"page not found\"",[146,29797,29798,29800],{},[161,29799,28939],{}," is off. Switch it on and save.",{"title":359,"searchDepth":23,"depth":23,"links":29802},[29803,29804,29811,29812,29813,29822,29823,29826,29827],{"id":152,"depth":23,"text":153},{"id":28919,"depth":23,"text":28920,"children":29805},[29806,29807,29808,29809,29810],{"id":28925,"depth":33,"text":28926},{"id":11250,"depth":33,"text":11251},{"id":28942,"depth":33,"text":28943},{"id":28956,"depth":33,"text":28957},{"id":28967,"depth":33,"text":28968},{"id":28985,"depth":23,"text":28986},{"id":29109,"depth":23,"text":29110},{"id":29157,"depth":23,"text":29158,"children":29814},[29815,29816,29817,29818,29819,29820,29821],{"id":29161,"depth":33,"text":29162},{"id":29196,"depth":33,"text":29197},{"id":29301,"depth":33,"text":29302},{"id":29339,"depth":33,"text":29340},{"id":29369,"depth":33,"text":29370},{"id":29429,"depth":33,"text":4847},{"id":29485,"depth":33,"text":29261},{"id":29609,"depth":23,"text":29610},{"id":29633,"depth":23,"text":29634,"children":29824},[29825],{"id":29709,"depth":33,"text":29710},{"id":305,"depth":23,"text":306},{"id":316,"depth":23,"text":317,"children":29828},[29829,29830,29831,29832,29833],{"id":29733,"depth":33,"text":29734},{"id":29742,"depth":33,"text":29743},{"id":29751,"depth":33,"text":29752},{"id":29773,"depth":33,"text":29774},{"id":29794,"depth":33,"text":29795},"Turn on your public booking page, choose what clients can change, set notice, buffers and time slots, choose who is emailed about online bookings, and share booking links.",[29836,29837,29838,29839,29840,29841,29842,29843,29844,29845,29846,29847,29848,29849,29850],"turn on online booking","public booking link","minimum notice booking","booking window","clients choose provider","guests cancel online","closed period holiday","waitlist online switch","gap control online booking","make room for requested professional","booking email notifications","email me about new online bookings","front desk email","group booking one after another","back to back group appointments",{},[29621,10922,5023,5021],{"title":4961,"description":29834},"help\u002Fsettings\u002Fonline-booking","aGdmL3Br6Ttf2sWFjsdIn00DAK0j0Ut-KrGdI-X2s0M",{"id":29857,"title":5749,"audience":7,"body":29858,"category":74,"description":30128,"draft":386,"extension":387,"icon":22539,"keywords":30129,"locale":11,"meta":30136,"navigation":398,"order":26656,"path":5748,"related":30137,"seo":30138,"sourceHash":402,"stem":30139,"translationReviewed":386,"updatedAt":697,"__hash__":30140},"help\u002Fhelp\u002Fteam\u002Fprepare-payroll-for-your-accountant.md",{"type":143,"value":29859,"toc":30109},[29860,29863,29865,29910,29914,30005,30010,30015,30018,30022,30029,30034,30038,30053,30057,30068,30070,30078,30080,30084,30089,30093,30102,30106],[146,29861,29862],{},"Owneli prepares payroll; it doesn't pay people or work out tax. At the end of each pay period you generate a pay run, check and freeze it, pay your team yourself, and mark it paid. Your accountant can read it all, or you can send them the figures.",[150,29864,153],{"id":152},[155,29866,29867,29871,29902],{},[158,29868,29869,12536],{},[161,29870,1421],{},[158,29872,29873,29876,29877,29880,29881,29884,29885,4125,29888,29891,29892,189,29895,29898,29899,170],{},[161,29874,29875],{},"Set your pay schedule once."," Go to ",[161,29878,29879],{},"Settings → Team & access → Payroll"," and set ",[161,29882,29883],{},"How often you pay",", when the ",[161,29886,29887],{},"First period starts",[161,29889,29890],{},"Pay day",", and your ",[161,29893,29894],{},"Country",[161,29896,29897],{},"Province or state"," (pay rules depend on them). Select ",[161,29900,29901],{},"Save schedule",[158,29903,29904,29907,29908,170],{},[161,29905,29906],{},"Approve timesheets"," for the period first. See ",[166,29909,5031],{"href":5453},[150,29911,29913],{"id":29912},"run-payroll-for-a-period","Run payroll for a period",[176,29915,29916,29920,29947,29951,29968,29972,29980,29984,29987,29991],{},[179,29917,29919],{"id":29918},"generate-the-run","Generate the run",[146,29921,1936,29922,5081,29924,3845,29926,29929,29930,29933,29934,29937,29938,1486,29940,29943,29944,170],{},[161,29923,1310],{},[161,29925,7803],{},[161,29927,29928],{},"Up next",", a period that has ended shows ",[161,29931,29932],{},"Ready to run",": select ",[161,29935,29936],{},"Generate pay run",". If the period's run is already open as a ",[161,29939,10586],{},[161,29941,29942],{},"Open run"," on its card instead. Every run, paid or not, is under ",[161,29945,29946],{},"All pay runs",[179,29948,29950],{"id":29949},"check-each-person","Check each person",[146,29952,29953,29954,29956,29957,4013,29960,29962,29963,193,29965,170],{},"Each line shows their hours, wages, tips and commission. If a timesheet isn't approved yet, you're told; select ",[161,29955,11935],{}," to check it. To change someone's pay, select ",[161,29958,29959],{},"Add an adjustment",[161,29961,1599],{}," (negative to take away) and a ",[161,29964,7168],{},[161,29966,29967],{},"Post adjustment",[179,29969,29971],{"id":29970},"approve-and-freeze","Approve and freeze",[146,29973,225,29974,29976,29977,29979],{},[161,29975,29971],{},". The figures stop changing. You can ",[161,29978,22667],{}," it if a timesheet changes.",[179,29981,29983],{"id":29982},"pay-your-team","Pay your team",[146,29985,29986],{},"Pay everyone the way you normally do, outside Owneli.",[179,29988,29990],{"id":29989},"mark-it-paid","Mark it paid",[146,29992,225,29993,29996,29997,30000,30001,30004],{},[161,29994,29995],{},"Mark paid",". Note ",[161,29998,29999],{},"How you paid it"," for your records, and leave ",[161,30002,30003],{},"Email everyone their earnings summary"," on to send each person a summary of what they earned. Confirm.",[554,30006],{"alt":30007,"height":30008,"src":30009,"width":712},"The Pay runs page: under Up next, draft pay run #2 for Sep 20 to Oct 3, 2026 with its total and Open run #2; tiles for the amount not yet paid and the last paid run; and All pay runs listing each run's period, pay date, status (Paid, Draft, Replaced), people and total.",940,"\u002Fhelp\u002Fteam\u002Fprepare-payroll-for-your-accountant\u002Fpay-runs.webp",[598,30011,30012],{},[146,30013,30014],{},"Marking a run paid locks it for good. To correct it later, post an adjustment in the next run. Adjustments are permanent; to undo one, post an equal and opposite one.",[146,30016,30017],{},"An earnings summary shows what someone earned before deductions. It isn't a payslip and shows no tax or net pay.",[150,30019,30021],{"id":30020},"what-a-run-includes","What a run includes",[146,30023,30024,30025,30028],{},"Clocked hours and wages, tips split by card and cash, and commission. With overtime switched on under ",[161,30026,30027],{},"Overtime on pay runs"," in payroll settings, runs add the overtime premium for hourly employees. Holiday pay and tax aren't worked out; your accountant handles those.",[146,30030,30031,30032,170],{},"For staff paid mostly by commission, see ",[166,30033,25334],{"href":25333},[150,30035,30037],{"id":30036},"give-your-accountant-access","Give your accountant access",[146,30039,1936,30040,1469,30043,30046,30047,189,30050,30052],{},[161,30041,30042],{},"Settings → Team & access → Accountants",[161,30044,30045],{},"Invite accountant",". They can read and export your payroll and financial records, and change nothing. They must use two-factor sign-in. ",[161,30048,30049],{},"Change access",[161,30051,7523],{}," are beside each accountant.",[150,30054,30056],{"id":30055},"or-send-them-the-figures","Or send them the figures",[146,30058,1936,30059,13060,30061,30063,30064,30067],{},[161,30060,2463],{},[161,30062,5745],{}," and set the dates to your pay period. Select ",[161,30065,30066],{},"Send to accountant",", enter up to 10 email addresses and a note, and send. They get a PDF summary and a CSV for their payroll software.",[150,30069,306],{"id":305},[146,30071,30072,30073,1473,30075,170],{},"The run shows as paid with the date, and each person's earnings summary appears in their ",[161,30074,5274],{},[161,30076,30077],{},"Earnings summaries",[150,30079,317],{"id":316},[179,30081,30083],{"id":30082},"set-a-pay-schedule-first","\"Set a pay schedule first\"",[146,30085,30086,30087,170],{},"Owneli doesn't know where your pay periods start. Set it under ",[161,30088,29879],{},[179,30090,30092],{"id":30091},"someones-hours-are-missing-or-low","Someone's hours are missing or low",[146,30094,30095,30096,30098,30099,30101],{},"Only timesheets in the period count. Check ",[161,30097,5084],{}," for missed clock-ins, add them, and approve them. If the run is already frozen, ",[161,30100,22667],{}," it.",[179,30103,30105],{"id":30104},"a-timesheet-changed-after-the-run-was-paid","A timesheet changed after the run was paid",[146,30107,30108],{},"The difference is carried into the next run as a correction, so the paid run stays as it was.",{"title":359,"searchDepth":23,"depth":23,"links":30110},[30111,30112,30119,30120,30121,30122,30123],{"id":152,"depth":23,"text":153},{"id":29912,"depth":23,"text":29913,"children":30113},[30114,30115,30116,30117,30118],{"id":29918,"depth":33,"text":29919},{"id":29949,"depth":33,"text":29950},{"id":29970,"depth":33,"text":29971},{"id":29982,"depth":33,"text":29983},{"id":29989,"depth":33,"text":29990},{"id":30020,"depth":23,"text":30021},{"id":30036,"depth":23,"text":30037},{"id":30055,"depth":23,"text":30056},{"id":305,"depth":23,"text":306},{"id":316,"depth":23,"text":317,"children":30124},[30125,30126,30127],{"id":30082,"depth":33,"text":30083},{"id":30091,"depth":33,"text":30092},{"id":30104,"depth":33,"text":30105},"Generate a pay run for each pay period, check and freeze it, mark it paid, and give your accountant access or send them the figures.",[30130,30131,30132,30133,30134,30135],"payroll export","send payroll to accountant","staff hours and tips report","payroll csv","pay period summary","tips card vs cash payroll",{},[5453,18715,3202],{"title":5749,"description":30128},"help\u002Fteam\u002Fprepare-payroll-for-your-accountant","0i_ouxhukf3PiBOxG-DrPJc7iOLm8jzhh4Z2BH9pHoA",{"id":30142,"title":30143,"audience":7,"body":30144,"category":104,"description":30324,"draft":386,"extension":387,"icon":30325,"keywords":30326,"locale":11,"meta":30333,"navigation":398,"order":30334,"path":26658,"related":30335,"seo":30336,"sourceHash":402,"stem":30337,"translationReviewed":386,"updatedAt":6282,"__hash__":30338},"help\u002Fhelp\u002Faccount\u002Fwhen-owneli-closes-a-business.md","When Owneli closes a business",{"type":143,"value":30145,"toc":30313},[30146,30149,30153,30185,30188,30192,30199,30219,30222,30226,30249,30256,30260,30263,30267,30274,30285,30287,30291,30301,30305],[146,30147,30148],{},"Owneli can close a business on its platform, and reopen it later. Only Owneli can do this, never someone inside the business. While a business is closed, nothing is booked, charged or sent, and nothing is deleted.",[150,30150,30152],{"id":30151},"what-stops-while-its-closed","What stops while it's closed",[155,30154,30155,30161,30167,30173,30179],{},[158,30156,30157,30160],{},[161,30158,30159],{},"Bookings and payments."," Clients can't book or pay online, and the team can't take payments.",[158,30162,30163,30166],{},[161,30164,30165],{},"Every public page and link."," The booking site and venue page, the shop, and every link the business sent, such as pay links, booking links, quotes, waitlist offers, gift cards, forms and care pages, show that the business is closed. Kiosk check-in isn't available.",[158,30168,30169,30172],{},[161,30170,30171],{},"Messages and automations."," No emails, texts, reminders or campaigns go out.",[158,30174,30175,30178],{},[161,30176,30177],{},"Memberships."," Every running membership is paused, so nobody is billed and no sessions expire.",[158,30180,30181,30184],{},[161,30182,30183],{},"Owneli's own charges,"," such as messaging top-ups.",[146,30186,30187],{},"Payouts of money the business already took carry on as usual with the card processor.",[150,30189,30191],{"id":30190},"what-the-owners-and-team-see","What the owners and team see",[146,30193,30194,30195,30198],{},"Each owner gets an email, such as ",[161,30196,30197],{},"Demo Clinic is closed on Owneli",", saying what has stopped and how to contact Owneli support.",[146,30200,30201,30202,1083,30205,30208,30209,30212,30213,30216,30217,170],{},"When anyone on the team opens Owneli, they see ",[161,30203,30204],{},"Business closed",[161,30206,30207],{},"Demo Clinic is closed",", with the date Owneli closed it and ",[161,30210,30211],{},"Nothing has been deleted",". Someone who also works at another business can select ",[161,30214,30215],{},"Go to"," and that business's name. Everyone can ",[161,30218,2832],{},[146,30220,30221],{},"To talk about reopening, the business owner contacts Owneli support.",[150,30223,30225],{"id":30224},"what-the-businesss-clients-see","What the business's clients see",[155,30227,30228,30237,30243],{},[158,30229,30230,30233,30234,30236],{},[161,30231,30232],{},"On any page or link of the business:"," a page such as ",[161,30235,30207],{},", which says the business isn't taking bookings or payments online right now, and tells anyone with a booking, a gift card or a membership to contact the business directly.",[158,30238,30239,30242],{},[161,30240,30241],{},"In their account:"," the business leaves their online account while it's closed, and comes back when it reopens.",[158,30244,30245,30248],{},[161,30246,30247],{},"In search:"," the business doesn't appear in Owneli's search for businesses.",[146,30250,30251,30252,30255],{},"When Owneli closes a business, it can also email each client with an upcoming appointment, once per appointment. The email, such as ",[161,30253,30254],{},"About your appointment with Demo Clinic on"," the date, says the business is closed for now and the appointment may not go ahead as booked, but hasn't been cancelled. It gives the location's phone number, if the business has one, and never says why the business closed.",[150,30257,30259],{"id":30258},"what-is-kept","What is kept",[146,30261,30262],{},"Everything. Clients, appointments, sales, gift cards, memberships and records stay exactly as they were. Upcoming appointments aren't cancelled.",[150,30264,30266],{"id":30265},"when-it-reopens","When it reopens",[146,30268,30269,30270,30273],{},"Owners get an email, such as ",[161,30271,30272],{},"Demo Clinic is open again on Owneli",", and the business picks up where it left off:",[155,30275,30276,30279,30282],{},[158,30277,30278],{},"Clients can book and pay again, and the team can sign in and work as normal.",[158,30280,30281],{},"Messages and automations start again. Messages that were due more than a day ago, and reminders for visits that have already passed, aren't sent. Receipts are still sent.",[158,30283,30284],{},"Memberships paused for the closure resume, with their dates moved forward by the time the business was closed, so members lose no paid time or sessions.",[150,30286,2846],{"id":2845},[179,30288,30290],{"id":30289},"can-we-close-our-own-business","Can we close our own business?",[146,30292,30293,30294,3898,30296,1486,30298,30300],{},"Not in the app. The business's active owner can ask Owneli: on ",[161,30295,2789],{},[161,30297,3901],{},[161,30299,21311],{},". Owneli reviews ownership, billing, balances and record retention first.",[179,30302,30304],{"id":30303},"is-this-the-same-as-access-suspended","Is this the same as Access suspended?",[146,30306,30307,30308,30310,30311],{},"No. ",[161,30309,26578],{}," is about one person's access to a business. A closed business is closed for everyone. See ",[166,30312,335],{"href":334},{"title":359,"searchDepth":23,"depth":23,"links":30314},[30315,30316,30317,30318,30319,30320],{"id":30151,"depth":23,"text":30152},{"id":30190,"depth":23,"text":30191},{"id":30224,"depth":23,"text":30225},{"id":30258,"depth":23,"text":30259},{"id":30265,"depth":23,"text":30266},{"id":2845,"depth":23,"text":2846,"children":30321},[30322,30323],{"id":30289,"depth":33,"text":30290},{"id":30303,"depth":33,"text":30304},"What stops while Owneli has closed a business, what the team and the business's clients see, what is kept, and what happens when it reopens.","i-lucide-store",[30327,30328,30329,30330,30331,30332],"business closed","business is closed screen","owneli closed my business","reopen my business","clients cannot book business closed","account closed by owneli",{},55,[334,18800],{"title":30143,"description":30324},"help\u002Faccount\u002Fwhen-owneli-closes-a-business","U_rc2XWRP4fav22kHfnyNCkMf8RTWI6IxdDIt6ZHZXo",{"id":30340,"title":7008,"audience":7,"body":30341,"category":44,"description":30545,"draft":386,"extension":387,"icon":26647,"keywords":30546,"locale":11,"meta":30552,"navigation":398,"order":30334,"path":1922,"related":30553,"seo":30554,"sourceHash":402,"stem":30555,"translationReviewed":386,"updatedAt":2935,"__hash__":30556},"help\u002Fhelp\u002Fclients\u002Fwhy-is-a-field-hidden.md",{"type":143,"value":30342,"toc":30530},[30343,30346,30350,30353,30405,30408,30412,30418,30421,30426,30430,30477,30481,30509,30511,30514,30516,30520,30523,30527],[146,30344,30345],{},"A dashed box with a lock where a detail should be means your role doesn't include permission to see it. The information may well be there. Owneli shows a lock so you can't mistake \"hidden from you\" for \"nothing recorded\".",[150,30347,30349],{"id":30348},"what-can-be-hidden","What can be hidden",[146,30351,30352],{},"A role can see the client list without any of these:",[721,30354,30355,30364],{},[724,30356,30357],{},[727,30358,30359,30361],{},[730,30360,27180],{},[730,30362,30363],{},"For example",[737,30365,30366,30374,30382,30390,30397],{},[727,30367,30368,30371],{},[742,30369,30370],{},"Contact details",[742,30372,30373],{},"Email, phone, date of birth, address",[727,30375,30376,30379],{},[742,30377,30378],{},"Clinical details",[742,30380,30381],{},"Allergies, staff alerts, client notes",[727,30383,30384,30387],{},[742,30385,30386],{},"Spend",[742,30388,30389],{},"Lifetime spend, sale amounts",[727,30391,30392,30394],{},[742,30393,6830],{},[742,30395,30396],{},"The before-and-after gallery",[727,30398,30399,30402],{},[742,30400,30401],{},"Health answers on forms",[742,30403,30404],{},"Forms marked as holding health information",[146,30406,30407],{},"Whatever your role doesn't include shows as hidden wherever it would appear: the profile, lists and search. In the client list, contact details show as \"hidden\".",[150,30409,30411],{"id":30410},"hidden-is-never-none","Hidden is never \"none\"",[146,30413,30414,30415],{},"This is the rule that matters for treatment: ",[161,30416,30417],{},"a hidden detail must never be read as empty.",[146,30419,30420],{},"\"No allergies recorded\" means someone checked and found none. A lock means the record may hold allergies you're not allowed to see. Owneli never shows \"none recorded\" for something it's hiding from you.",[598,30422,30423],{},[146,30424,30425],{},"Before treating, if allergies or clinical notes are locked for you, ask a colleague who can see them. Never assume it's safe because you can't see anything.",[150,30427,30429],{"id":30428},"what-else-youll-notice","What else you'll notice",[155,30431,30432,30440,30446,30464],{},[158,30433,30434,30437,30438,170],{},[161,30435,30436],{},"Search:"," without contact details, searching by email or phone finds nothing. Search by name. See ",[166,30439,27535],{"href":2932},[158,30441,30442,30445],{},[161,30443,30444],{},"Client list:"," the spend column is empty without permission to see spend.",[158,30447,30448,30451,30452,30454,30455,490,30457,490,30459,470,30461,30463],{},[161,30449,30450],{},"Profile sections:"," a section that is all hidden detail isn't listed at all. Without photos, there's no ",[161,30453,6830],{},"; without spend, there's no ",[161,30456,6789],{},[161,30458,1504],{},[161,30460,3766],{},[161,30462,6849],{},". A missing section doesn't mean there's nothing in it.",[158,30465,30466,30469,30470,1643,30472,30474,30475,170],{},[161,30467,30468],{},"Forms:"," health answers show ",[161,30471,13339],{},[161,30473,13342],{}," if you can open submissions. Each reveal is recorded with your name. See ",[166,30476,7033],{"href":7032},[150,30478,30480],{"id":30479},"get-access","Get access",[176,30482,30483,30487,30490,30494,30502,30506],{},[179,30484,30486],{"id":30485},"ask-an-admin","Ask an admin",[146,30488,30489],{},"Tell an admin or the owner which detail your work needs.",[179,30491,30493],{"id":30492},"they-update-your-role","They update your role",[146,30495,30496,30497,30499,30500,170],{},"They change your role under ",[161,30498,12474],{},", adding only what you need, without making you an admin. See ",[166,30501,12466],{"href":5455},[179,30503,30505],{"id":30504},"reopen-the-profile","Reopen the profile",[146,30507,30508],{},"Once your role changes, the detail shows the next time you open the profile.",[150,30510,306],{"id":305},[146,30512,30513],{},"The locked box is replaced by the real detail, or by its normal empty state if nothing is recorded.",[150,30515,317],{"id":316},[179,30517,30519],{"id":30518},"is-it-hidden-or-just-empty","Is it hidden or just empty?",[146,30521,30522],{},"If you see the normal empty state, such as an \"Add allergy\" prompt, it's empty. If you see the dashed lock, it's hidden, and you don't know what's there.",[179,30524,30526],{"id":30525},"who-decides-what-i-can-see","Who decides what I can see?",[146,30528,30529],{},"Your role, set by an admin or the owner. It applies everywhere, so something hidden on the profile is hidden in search and lists too.",{"title":359,"searchDepth":23,"depth":23,"links":30531},[30532,30533,30534,30535,30540,30541],{"id":30348,"depth":23,"text":30349},{"id":30410,"depth":23,"text":30411},{"id":30428,"depth":23,"text":30429},{"id":30479,"depth":23,"text":30480,"children":30536},[30537,30538,30539],{"id":30485,"depth":33,"text":30486},{"id":30492,"depth":33,"text":30493},{"id":30504,"depth":33,"text":30505},{"id":305,"depth":23,"text":306},{"id":316,"depth":23,"text":317,"children":30542},[30543,30544],{"id":30518,"depth":33,"text":30519},{"id":30525,"depth":33,"text":30526},"What the locked \"hidden\" box on a client's profile means, why hidden is never the same as empty, and how to get access.",[30547,30548,7075,30549,30550,30551],"hidden by your permissions","can't see client email","masked field","permission to view client details","locked field on client profile",{},[5455,2236,7032],{"title":7008,"description":30545},"help\u002Fclients\u002Fwhy-is-a-field-hidden","145Gd6ybi8u_F9RXm23VEznPm2gWKSyAwY8PYDq3Fx4",{"id":30558,"title":4393,"audience":7,"body":30559,"category":54,"description":30758,"draft":386,"extension":387,"icon":31,"keywords":30759,"locale":11,"meta":30766,"navigation":398,"order":30334,"path":4392,"related":30767,"seo":30768,"sourceHash":402,"stem":30769,"translationReviewed":386,"updatedAt":404,"__hash__":30770},"help\u002Fhelp\u002Fretail\u002Ffix-a-failed-membership-payment.md",{"type":143,"value":30560,"toc":30742},[30561,30568,30572,30621,30627,30632,30636,30694,30701,30705,30711,30713,30719,30721,30725,30728,30732,30735,30739],[146,30562,30563,30564,30567],{},"When a membership's renewal charge is declined, the membership becomes ",[161,30565,30566],{},"Past due"," and Owneli tries the card again a few times, emailing the client each time. If every try fails, it lapses. You have that time to get a working card or take payment another way.",[150,30569,30571],{"id":30570},"what-happens-after-a-declined-renewal","What happens after a declined renewal",[721,30573,30574,30582],{},[724,30575,30576],{},[727,30577,30578,30580],{},[730,30579,27374],{},[730,30581,19842],{},[737,30583,30584,30595,30603,30611],{},[727,30585,30586,30589],{},[742,30587,30588],{},"First try fails",[742,30590,30591,30592,30594],{},"The membership becomes ",[161,30593,30566],{},". The client is emailed with a link to update their card in their account.",[727,30596,30597,30600],{},[742,30598,30599],{},"More tries",[742,30601,30602],{},"The card is tried again 1 day later, then 3 days after that, then 7 days after that: four tries over about 11 days.",[727,30604,30605,30608],{},[742,30606,30607],{},"A try works",[742,30609,30610],{},"The membership is active again, and the new period's visits or credit are added as usual.",[727,30612,30613,30616],{},[742,30614,30615],{},"Every try fails",[742,30617,30591,30618,30620],{},[161,30619,10635],{},", and the client is told.",[146,30622,30623,30624,170],{},"While it's past due, the client's sessions are locked. In their account, the plan shows ",[161,30625,30626],{},"Payment due",[598,30628,30629],{},[146,30630,30631],{},"Nothing stops the clock while you look into it. If the card isn't fixed in time, the membership lapses by itself.",[150,30633,30635],{"id":30634},"get-the-payment","Get the payment",[176,30637,30638,30642,30655,30659,30670,30674,30683,30687],{},[179,30639,30641],{"id":30640},"find-the-membership","Find the membership",[146,30643,30644,30645,10726,30648,30651,30652,30654],{},"It's listed in ",[161,30646,30647],{},"Point of sale → Needs attention",[161,30649,30650],{},"Membership past due",". Or open the client's profile and select ",[161,30653,1504],{},": the membership shows the next try's date.",[179,30656,30658],{"id":30657},"get-a-working-card","Get a working card",[146,30660,30661,30662,30665,30666,30669],{},"The quickest fix is the client updating their own card from the email they got. From ",[161,30663,30664],{},"Needs attention"," you can select ",[161,30667,30668],{},"Send card-update link"," to send them a secure link. Staff never type card numbers.",[179,30671,30673],{"id":30672},"try-the-card-again","Try the card again",[146,30675,30676,30677,16425,30680,30682],{},"Once there's a new card, select ",[161,30678,30679],{},"Charge card again",[161,30681,30664],{},". If it works, the membership is active again. If it's declined, it counts as one of the tries.",[179,30684,30686],{"id":30685},"or-renew-and-take-payment-yourself","Or renew and take payment yourself",[146,30688,25658,30689,1486,30691,30693],{},[161,30690,1504],{},[161,30692,4449],{},". The period rolls forward and the past-due state clears, but no card is charged. Ring up the plan's price as a normal sale so the money is actually taken.",[3423,30695,30696],{},[146,30697,30698,30700],{},[161,30699,4449],{}," gives the period's benefits straight away. Take the payment at the same time, or you've given a period away for free.",[150,30702,30704],{"id":30703},"after-it-has-lapsed","After it has lapsed",[146,30706,30707,30708,30710],{},"An expired membership stops billing. ",[161,30709,4449],{}," starts it again. A cancelled membership can't be renewed: sell a new plan instead.",[150,30712,306],{"id":305},[146,30714,30715,30716,30718],{},"The membership no longer shows as past due, it leaves ",[161,30717,30664],{},", and the client's sessions unlock.",[150,30720,317],{"id":316},[179,30722,30724],{"id":30723},"a-member-was-charged-days-after-their-renewal-date","A member was charged days after their renewal date",[146,30726,30727],{},"That's a retry working. The successful try is the renewal, just late.",[179,30729,30731],{"id":30730},"does-pausing-a-past-due-membership-help","Does pausing a past-due membership help?",[146,30733,30734],{},"It stops billing while it's frozen, but the debt stays: when it resumes, it's past due again. Fix the card before it resumes.",[179,30736,30738],{"id":30737},"the-client-says-they-never-got-a-warning","The client says they never got a warning",[146,30740,30741],{},"The emails go to the email on their profile. Check they have one and that the emails aren't in spam. A client with no email gets no warnings.",{"title":359,"searchDepth":23,"depth":23,"links":30743},[30744,30745,30751,30752,30753],{"id":30570,"depth":23,"text":30571},{"id":30634,"depth":23,"text":30635,"children":30746},[30747,30748,30749,30750],{"id":30640,"depth":33,"text":30641},{"id":30657,"depth":33,"text":30658},{"id":30672,"depth":33,"text":30673},{"id":30685,"depth":33,"text":30686},{"id":30703,"depth":23,"text":30704},{"id":305,"depth":23,"text":306},{"id":316,"depth":23,"text":317,"children":30754},[30755,30756,30757],{"id":30723,"depth":33,"text":30724},{"id":30730,"depth":33,"text":30731},{"id":30737,"depth":33,"text":30738},"What happens when a membership renewal is declined, how Owneli retries the card, and how to get the payment before the membership lapses.",[30760,30761,30762,30763,30764,30765],"membership payment failed","membership past due","failed card charge membership","membership dunning","membership expired after failed payment","retry membership billing",{},[4533,4371,1891],{"title":4393,"description":30758},"help\u002Fretail\u002Ffix-a-failed-membership-payment","h1lIxVGHe6p6KtxjWi5c6FW5CCDTTM5rNJtNL2FvzYk",{"id":30772,"title":29615,"audience":7,"body":30773,"category":94,"description":31120,"draft":386,"extension":387,"icon":31121,"keywords":31122,"locale":11,"meta":31131,"navigation":398,"order":30334,"path":29621,"related":31132,"seo":31133,"sourceHash":402,"stem":31134,"translationReviewed":386,"updatedAt":2935,"__hash__":31135},"help\u002Fhelp\u002Fsettings\u002Flinks-and-qr-codes.md",{"type":143,"value":30774,"toc":31099},[30775,30778,30780,30794,30798,30884,30888,30891,30984,30988,31003,31007,31047,31050,31054,31064,31066,31076,31078,31082,31085,31089,31092,31096],[146,30776,30777],{},"Make a link or QR code that opens exactly what you want to share: your whole booking page, a few services, one person on your team, a membership, a package, gift cards, your shop or group booking. Every link you create is saved with its visits and bookings, so you can see which posts and flyers work.",[150,30779,153],{"id":152},[155,30781,30782,30787],{},[158,30783,30784,30786],{},[161,30785,1421],{}," admins and owners, and any role allowed to configure online booking.",[158,30788,30789,7325,30792,170],{},[161,30790,30791],{},"Turn on online booking first.",[166,30793,4961],{"href":4960},[150,30795,30797],{"id":30796},"make-a-link","Make a link",[176,30799,30800,30802,30808,30812,30824,30828,30844,30848,30858,30862,30876,30878],{},[179,30801,28926],{"id":28925},[146,30803,1936,30804,11244,30806,170],{},[161,30805,11048],{},[161,30807,29615],{},[179,30809,30811],{"id":30810},"choose-what-it-opens","Choose what it opens",[146,30813,30814,30815,470,30817,30820,30821,30823],{},"Select a card, such as ",[161,30816,1150],{},[161,30818,30819],{},"A team member",". A card only shows when you have something to share there, for example ",[161,30822,1497],{}," appears once a package is sold online.",[179,30825,30827],{"id":30826},"narrow-it-down","Narrow it down",[146,30829,1203,30830,30833,30834,30836,30837,30839,30840,30843],{},[161,30831,30832],{},"What it opens",", keep ",[161,30835,7376],{}," or switch to ",[161,30838,9782],{},". Search, then tick single services, or tick ",[161,30841,30842],{},"Whole category"," so services you add to that category later are included too. The count shows how many services the link offers.",[179,30845,30847],{"id":30846},"who-and-where","Who and where",[146,30849,30850,30851,30854,30855,170],{},"Pick one person, or leave ",[161,30852,30853],{},"Anyone who offers it",". Only people who perform the chosen services are listed. With more than one location, choose one or ",[161,30856,30857],{},"Let the client choose",[179,30859,30861],{"id":30860},"extras","Extras",[146,30863,3085,30864,30867,30868,30871,30872,30875],{},[161,30865,30866],{},"Where you'll post it",", such as Instagram, so reports show where bookings came from. Add an ",[161,30869,30870],{},"Offer"," to apply one of your active promo codes when the client books. The ",[161,30873,30874],{},"Link name"," fills in for you; change it if you like.",[179,30877,4688],{"id":4687},[146,30879,225,30880,30883],{},[161,30881,30882],{},"Create link",". Copy the short link, download the QR code as PNG or SVG, preview it, or share it from your phone.",[150,30885,30887],{"id":30886},"shortcuts-from-your-records","Shortcuts from your records",[146,30889,30890],{},"You can also start a link from where the thing lives:",[721,30892,30893,30902],{},[724,30894,30895],{},[727,30896,30897,30899],{},[730,30898,11017],{},[730,30900,30901],{},"What to select",[737,30903,30904,30920,30933,30945,30958,30972],{},[727,30905,30906,30909],{},[742,30907,30908],{},"A service",[742,30910,30911,30913,30914,30916,30917],{},[161,30912,1150],{},", open the service, ",[161,30915,4666],{}," section, ",[161,30918,30919],{},"Share booking link",[727,30921,30922,30925],{},[742,30923,30924],{},"A service category",[742,30926,30927,490,30929,30932],{},[161,30928,1150],{},[161,30930,30931],{},"Share link"," beside the category name",[727,30934,30935,30937],{},[742,30936,30819],{},[742,30938,30939,30941,30942],{},[161,30940,2419],{},", open the person, ",[161,30943,30944],{},"Actions → Share booking link",[727,30946,30947,30950],{},[742,30948,30949],{},"A membership",[742,30951,30952,30954,30955,30957],{},[161,30953,1494],{},", open the plan, the link button beside the panel (on a phone, ",[161,30956,30931],{}," at the top)",[727,30959,30960,30963],{},[742,30961,30962],{},"A package",[742,30964,30965,4125,30967,30969,30970],{},[161,30966,1497],{},[161,30968,1855],{}," menu on the package, ",[161,30971,30931],{},[727,30973,30974,30977],{},[742,30975,30976],{},"A product",[742,30978,30979,30981,30982,30957],{},[161,30980,1491],{},", open the product, the link button beside the panel (on a phone, ",[161,30983,30931],{},[150,30985,30987],{"id":30986},"change-a-link-later","Change a link later",[146,30989,1193,30990,13060,30993,30996,30997,30999,31000,170],{},[161,30991,30992],{},"Your links",[161,30994,30995],{},"⋮ → Edit",". The short link and any QR code you already printed keep working and open your new choice. ",[161,30998,3496],{}," stops a link; it then opens your booking page instead, and you can restore it from ",[161,31001,31002],{},"Show archived links",[150,31004,31006],{"id":31005},"how-results-are-counted","How results are counted",[721,31008,31009,31017],{},[724,31010,31011],{},[727,31012,31013,31015],{},[730,31014,8262],{},[730,31016,20435],{},[737,31018,31019,31028,31038],{},[727,31020,31021,31025],{},[742,31022,31023],{},[161,31024,3670],{},[742,31026,31027],{},"One person opening the link. Opening it again the same day counts once. Link previews made by Instagram or WhatsApp don't count.",[727,31029,31030,31035],{},[742,31031,31032],{},[161,31033,31034],{},"Bookings",[742,31036,31037],{},"Visits booked by someone who opened the link on the same device within 30 days. If they opened two of your links, the last one gets the booking. A visit with two services counts once.",[727,31039,31040,31044],{},[742,31041,31042],{},[161,31043,15025],{},[742,31045,31046],{},"What clients pay for those bookings after any offer, before tax, as priced when they booked. A $150 facial booked with 10% off counts as $135. Cancellations and no-shows are listed under the bookings.",[146,31048,31049],{},"Pick the period with the date button above the list. Visits and bookings show for people who can see reports.",[150,31051,31053],{"id":31052},"put-a-link-on-your-website","Put a link on your website",[146,31055,31056,31057,31060,31061,31063],{},"For a services or team member link, open the link and select ",[161,31058,31059],{},"Use as a website button",". Copy the code and paste it where the button should go. It opens that exact link over your page, the same way the button in ",[166,31062,29630],{"href":29629}," does.",[150,31065,306],{"id":305},[146,31067,31068,31069,31072,31073,31075],{},"Open the short link in a private browser window. You land on what you chose, for example a menu with only your facials and a ",[161,31070,31071],{},"See all services"," button. Your visit shows under ",[161,31074,3670],{}," a moment later.",[150,31077,317],{"id":316},[179,31079,31081],{"id":31080},"the-qr-code-wont-scan","The QR code won't scan",[146,31083,31084],{},"Print it at least 2 cm wide on a white background. If you changed your brand colour to a light one, the code stays dark so cameras can read it.",[179,31086,31088],{"id":31087},"the-offer-isnt-applied","The offer isn't applied",[146,31090,31091],{},"The offer only applies while it is active, has a code and has uses left. When it ends, the link still works without it.",[179,31093,31095],{"id":31094},"a-link-opens-the-booking-page-instead-of-my-choice","A link opens the booking page instead of my choice",[146,31097,31098],{},"The link was archived, or what it pointed to was removed. Edit the link and choose again.",{"title":359,"searchDepth":23,"depth":23,"links":31100},[31101,31102,31110,31111,31112,31113,31114,31115],{"id":152,"depth":23,"text":153},{"id":30796,"depth":23,"text":30797,"children":31103},[31104,31105,31106,31107,31108,31109],{"id":28925,"depth":33,"text":28926},{"id":30810,"depth":33,"text":30811},{"id":30826,"depth":33,"text":30827},{"id":30846,"depth":33,"text":30847},{"id":30860,"depth":33,"text":30861},{"id":4687,"depth":33,"text":4688},{"id":30886,"depth":23,"text":30887},{"id":30986,"depth":23,"text":30987},{"id":31005,"depth":23,"text":31006},{"id":31052,"depth":23,"text":31053},{"id":305,"depth":23,"text":306},{"id":316,"depth":23,"text":317,"children":31116},[31117,31118,31119],{"id":31080,"depth":33,"text":31081},{"id":31087,"depth":33,"text":31088},{"id":31094,"depth":33,"text":31095},"Make a short link or QR code that opens exactly what you choose, and see how many visits and bookings each one brings in.","i-lucide-qr-code",[31123,31124,31125,31126,31127,31128,31129,31130],"booking link","share link","qr code","link for one service","instagram bio link","link builder","track bookings from a link","link with a promo code",{},[4960,29629,10922],{"title":29615,"description":31120},"help\u002Fsettings\u002Flinks-and-qr-codes","OcPT56IkvMZsRR8WnojcdTaYbKFeczlNY9kAZC2Efk8",{"id":31137,"title":31138,"audience":7,"body":31139,"category":104,"description":31300,"draft":386,"extension":387,"icon":31301,"keywords":31302,"locale":11,"meta":31314,"navigation":398,"order":31315,"path":21389,"related":31316,"seo":31317,"sourceHash":402,"stem":31318,"translationReviewed":386,"updatedAt":7082,"__hash__":31319},"help\u002Fhelp\u002Faccount\u002Fwork-in-your-language.md","Change your language in Owneli",{"type":143,"value":31140,"toc":31285},[31141,31144,31146,31153,31157,31194,31199,31202,31206,31209,31224,31227,31241,31246,31250,31253,31255,31258,31260,31264,31271,31275,31278,31282],[146,31142,31143],{},"Owneli works in English, Spanish, French, Greek, Albanian, Brazilian Portuguese and European Portuguese. Your language is your own choice and changes only your screens. Clients get messages in their own preferred language, or your business's default.",[150,31145,153],{"id":152},[155,31147,31148],{},[158,31149,31150,31152],{},[161,31151,1421],{}," everyone can change their own language. The business's default email language is for admins and owners.",[150,31154,31156],{"id":31155},"change-your-language","Change your language",[176,31158,31159,31161,31166,31170],{},[179,31160,28926],{"id":28925},[146,31162,1936,31163,170],{},[161,31164,31165],{},"Settings → Just you → Language",[179,31167,31169],{"id":31168},"choose-a-language","Choose a language",[146,31171,225,31172,490,31175,490,31178,490,31181,490,31184,490,31187,470,31190,31193],{},[161,31173,31174],{},"English",[161,31176,31177],{},"Español",[161,31179,31180],{},"Français",[161,31182,31183],{},"Ελληνικά",[161,31185,31186],{},"Shqip",[161,31188,31189],{},"Português (Brasil)",[161,31191,31192],{},"Português (Portugal)",". Owneli switches straight away; there's nothing to save.",[146,31195,31196,31197,170],{},"On a computer or tablet, the language button in the top bar does the same. On a phone, tap your initials in the top bar and choose ",[161,31198,2607],{},[146,31200,31201],{},"Spanish is Latin American Spanish, and French follows Canadian conventions. Portuguese has separate Brazilian and European options.",[150,31203,31205],{"id":31204},"which-language-clients-get","Which language clients get",[146,31207,31208],{},"Automated emails and texts, such as confirmations and reminders, and the receipts and PDFs Owneli sends, use:",[31210,31211,31212,31218],"ol",{},[158,31213,31214,31217],{},[161,31215,31216],{},"The client's own preferred language",", set on their profile. This always wins.",[158,31219,31220,31223],{},[161,31221,31222],{},"Your business's default",", when the client hasn't chosen one, or has chosen a language Owneli doesn't write in, such as German.",[146,31225,31226],{},"All seven language options work for emails, texts, receipts and PDFs.",[146,31228,31229,31230,31233,31234,31237,31238,31240],{},"To set the business default, an admin goes to the same page and, under ",[161,31231,31232],{},"Email language",", chooses the ",[161,31235,31236],{},"Default email language"," and selects ",[161,31239,3844],{}," in the bar at the bottom. It's also the language of emails to your team, such as invitations.",[2888,31242,31243],{},[146,31244,31245],{},"If your clients speak different languages, set each client's preferred language on their profile rather than changing the business default.",[150,31247,31249],{"id":31248},"phone-calls","Phone calls",[146,31251,31252],{},"When someone calls your Owneli phone line, the recorded voice speaks English, French or Spanish. Calls with a Greek, Albanian, Brazilian Portuguese or European Portuguese language preference use English. Texts can still use any of those languages.",[150,31254,306],{"id":305},[146,31256,31257],{},"Menus and buttons appear in your chosen language. Your teammates' screens don't change.",[150,31259,2846],{"id":2845},[179,31261,31263],{"id":31262},"why-do-dates-or-prices-look-different-from-a-teammates","Why do dates or prices look different from a teammate's?",[146,31265,31266,31267,170],{},"In Spanish, French, Greek, Albanian and both Portuguese variants, dates follow the selected language conventions. In English, they follow your device's region. Prices are always in your business's currency. Their layout follows the selected language and Portuguese variant, such as 1 234,50 $ in French. Times follow your business's 12-hour or 24-hour clock, except in French, which always uses the 24-hour clock. See ",[166,31268,31270],{"href":31269},"\u002Fhelp\u002Fsettings\u002Fworkspace-defaults","Region & formats",[179,31272,31274],{"id":31273},"are-the-help-articles-and-videos-in-my-language","Are the help articles and videos in my language?",[146,31276,31277],{},"Help articles are available for all seven language choices. Use the language menu at the top of the help centre to switch. Academy videos remain available in English, Spanish, French and Greek. Albanian and Portuguese articles show an English screenshot with a language notice when a capture in the selected language is not available. English Help clips also display a language notice.",[179,31279,31281],{"id":31280},"a-client-got-an-email-in-the-wrong-language","A client got an email in the wrong language",[146,31283,31284],{},"Check the preferred language on their profile. Without one, they get the business default.",{"title":359,"searchDepth":23,"depth":23,"links":31286},[31287,31288,31292,31293,31294,31295],{"id":152,"depth":23,"text":153},{"id":31155,"depth":23,"text":31156,"children":31289},[31290,31291],{"id":28925,"depth":33,"text":28926},{"id":31168,"depth":33,"text":31169},{"id":31204,"depth":23,"text":31205},{"id":31248,"depth":23,"text":31249},{"id":305,"depth":23,"text":306},{"id":2845,"depth":23,"text":2846,"children":31296},[31297,31298,31299],{"id":31262,"depth":33,"text":31263},{"id":31273,"depth":33,"text":31274},{"id":31280,"depth":33,"text":31281},"Switch Owneli to English, Spanish, French, Greek, Albanian, Brazilian Portuguese or European Portuguese for yourself, and choose the language your business uses for client emails and texts.","i-lucide-languages",[31303,31304,31305,31306,31307,31308,31309,31310,31311,31186,31312,31313],"change language","switch to spanish","switch to french","switch to greek","ελληνικά","interface language","client email language","language settings","switch to Albanian","Brazilian Portuguese","European Portuguese",{},60,[18800,31269],{"title":31138,"description":31300},"help\u002Faccount\u002Fwork-in-your-language","189Cl7E1urdcFw-Xi6DmKpQAK2_qRyO2PuACsI6wQcU",{"id":31321,"title":31322,"audience":120,"body":31323,"category":125,"description":31448,"draft":386,"extension":387,"icon":31,"keywords":31449,"locale":11,"meta":31455,"navigation":398,"order":31315,"path":11882,"related":31456,"seo":31457,"sourceHash":402,"stem":31458,"translationReviewed":386,"updatedAt":404,"__hash__":31459},"help\u002Fhelp\u002Fbook-online\u002Fpay-a-payment-link.md","How do I pay a payment link?",{"type":143,"value":31324,"toc":31431},[31325,31328,31330,31333,31337,31394,31396,31403,31405,31407,31410,31414,31417,31421,31424,31428],[146,31326,31327],{},"A business can send you a link to pay your bill on your own phone. You see exactly what you're paying for, choose whether to tip, and enter your card yourself, so the business never sees the number.",[150,31329,153],{"id":152},[146,31331,31332],{},"You need the link from the business's text or email. Payment links work for 24 hours.",[150,31334,31336],{"id":31335},"pay-your-bill","Pay your bill",[176,31338,31339,31341,31351,31355,31366,31370,31378,31380,31386,31389],{},[179,31340,9326],{"id":9325},[146,31342,31343,31344,490,31346,7614,31349,170],{},"Tap the link. The page shows each item, any ",[161,31345,9180],{},[161,31347,31348],{},"Taxes",[161,31350,1508],{},[179,31352,31354],{"id":31353},"choose-a-tip-if-offered","Choose a tip, if offered",[146,31356,31357,31358,31361,31362,31365],{},"If your visit was with a named professional, you see ",[161,31359,31360],{},"Add a tip"," and their name. Tap an amount, choose ",[161,31363,31364],{},"Set a custom tip",", or leave it. It's optional, and 100% goes to your provider.",[179,31367,31369],{"id":31368},"agree-to-membership-terms-if-shown","Agree to membership terms, if shown",[146,31371,31372,31373,31375,31376],{},"If you're paying for a membership, read ",[161,31374,6152],{}," and tick ",[161,31377,6156],{},[179,31379,21414],{"id":21413},[146,31381,1203,31382,31385],{},[161,31383,31384],{},"Card details",", enter your card. It's handled by the payment processor, Stripe.",[179,31387,9607],{"id":31388},"pay",[146,31390,522,31391,31393],{},[161,31392,9607],{}," and the amount.",[150,31395,306],{"id":305},[146,31397,309,31398,31400,31401,170],{},[161,31399,12034],{},", and the business is told straight away. If you open the link again, it shows the payment is complete. Your receipt arrives by email. See ",[166,31402,12008],{"href":12007},[150,31404,317],{"id":316},[179,31406,21516],{"id":21515},[146,31408,31409],{},"Payment links work for 24 hours. No money was taken. Ask the business to send a new one.",[179,31411,31413],{"id":31412},"this-link-was-cancelled","\"This link was cancelled\"",[146,31415,31416],{},"The business cancelled it, and no money was taken. Contact them if you still need to pay.",[179,31418,31420],{"id":31419},"payment-link-not-found","\"Payment link not found\"",[146,31422,31423],{},"It may have been used already. Contact the business if you still need to pay.",[179,31425,31427],{"id":31426},"is-it-safe-to-pay-through-the-link","Is it safe to pay through the link?",[146,31429,31430],{},"Yes. Your card goes straight to Stripe. The link is yours alone, so don't share it.",{"title":359,"searchDepth":23,"depth":23,"links":31432},[31433,31434,31441,31442],{"id":152,"depth":23,"text":153},{"id":31335,"depth":23,"text":31336,"children":31435},[31436,31437,31438,31439,31440],{"id":9325,"depth":33,"text":9326},{"id":31353,"depth":33,"text":31354},{"id":31368,"depth":33,"text":31369},{"id":21413,"depth":33,"text":21414},{"id":31388,"depth":33,"text":9607},{"id":305,"depth":23,"text":306},{"id":316,"depth":23,"text":317,"children":31443},[31444,31445,31446,31447],{"id":21515,"depth":33,"text":21516},{"id":31412,"depth":33,"text":31413},{"id":31419,"depth":33,"text":31420},{"id":31426,"depth":33,"text":31427},"Open the payment link the business sent, check what you're paying for, add a tip if you'd like, and pay securely by card from your phone.",[31450,31451,31452,31453,31454],"pay my salon bill online","payment link from salon","pay by link","is a payment link safe","payment link expired",{},[640,12007],{"title":31322,"description":31448},"help\u002Fbook-online\u002Fpay-a-payment-link","IwO1G5lVoEpDt0UWTVP0ueftkWuUqGvKRuQSORc-JUs",{"id":31461,"title":31462,"audience":7,"body":31463,"category":24,"description":31642,"draft":386,"extension":387,"icon":4525,"keywords":31643,"locale":11,"meta":31649,"navigation":398,"order":31315,"path":19297,"related":31650,"seo":31651,"sourceHash":402,"stem":31652,"translationReviewed":386,"updatedAt":2935,"__hash__":31653},"help\u002Fhelp\u002Fcalendar\u002Fmanage-a-recurring-series.md","Book and manage a recurring series",{"type":143,"value":31464,"toc":31621},[31465,31468,31470,31482,31486,31532,31535,31542,31546,31549,31553,31585,31592,31598,31600,31605,31607,31611,31614,31618],[146,31466,31467],{},"For a client who comes in on a regular rhythm, book the whole run at once. Every visit is a real appointment on the calendar from the start, so you can see the gaps and clashes straight away.",[150,31469,153],{"id":152},[155,31471,31472,31476],{},[158,31473,31474,9733],{},[161,31475,1421],{},[158,31477,31478,31481],{},[161,31479,31480],{},"Payment policy isn't applied to a series."," A repeating booking doesn't send a card or deposit link. If you need one, book the first visit on its own.",[150,31483,31485],{"id":31484},"book-a-repeating-appointment","Book a repeating appointment",[176,31487,31488,31492,31497,31501,31513,31517,31522,31524],{},[179,31489,31491],{"id":31490},"build-the-booking-as-usual","Build the booking as usual",[146,31493,31494,31495,170],{},"Choose the client, services, team member and time. See ",[166,31496,9719],{"href":1383},[179,31498,31500],{"id":31499},"choose-how-often","Choose how often",[146,31502,3085,31503,3089,31505,490,31507,490,31509,470,31511,170],{},[161,31504,9842],{},[161,31506,9950],{},[161,31508,8588],{},[161,31510,8594],{},[161,31512,4037],{},[179,31514,31516],{"id":31515},"choose-how-many","Choose how many",[146,31518,3085,31519,31521],{},[161,31520,9960],{},", from 2 to 26. It includes this first visit.",[179,31523,9847],{"id":9846},[146,31525,225,31526,31528,31529,170],{},[161,31527,2101],{},". Every visit is booked at the same time of day, even across a clock change. The message says how many, such as ",[161,31530,31531],{},"Booked 12 visits",[146,31533,31534],{},"If a visit can't be booked, because of a clash, blocked time, the team member's hours or a busy room, it's skipped and the rest still book. The message says how many were skipped, so you can place those by hand.",[146,31536,31537,31538,31541],{},"Each visit gets its own confirmation and ",[166,31539,31540],{"href":16627},"reminders",". A repeat icon on the block shows it's part of a series.",[150,31543,31545],{"id":31544},"change-one-visit","Change one visit",[146,31547,31548],{},"Moving, resizing or editing always changes just the visit you opened. There's no way to change every visit at once. For a permanent new time, cancel the rest of the series and book a new one.",[150,31550,31552],{"id":31551},"end-the-series","End the series",[176,31554,31555,31559,31564,31568,31572,31576,31579,31581],{},[179,31556,31558],{"id":31557},"open-any-visit-in-the-series","Open any visit in the series",[146,31560,31561,31562,170],{},"Select it on the calendar, select its status and choose ",[161,31563,1070],{},[179,31565,31567],{"id":31566},"tick-the-series-box","Tick the series box",[146,31569,11373,31570,170],{},[161,31571,15109],{},[179,31573,31575],{"id":31574},"decide-about-this-visits-fee-and-deposit","Decide about this visit's fee and deposit",[146,31577,31578],{},"The fee and deposit choices apply to the visit you opened only. The other visits are cancelled without fees.",[179,31580,4439],{"id":15098},[146,31582,225,31583,170],{},[161,31584,15103],{},[598,31586,31587],{},[146,31588,31589,31591],{},[161,31590,15109],{}," cancels every upcoming visit in the series from today, not just the ones after the visit you opened. To keep some visits, cancel the others one at a time instead.",[146,31593,31594,31595,31597],{},"Past and completed visits, and visits already cancelled, aren't touched. If ",[161,31596,15094],{}," is ticked, the client gets one cancellation message for the series, not one per visit.",[150,31599,306],{"id":305},[146,31601,31602,31603,15230],{},"The message says how many upcoming visits were cancelled, such as \"Cancelled 8 upcoming repeats\". They disappear from the calendar unless ",[161,31604,997],{},[150,31606,317],{"id":316},[179,31608,31610],{"id":31609},"a-visit-in-the-series-was-skipped","A visit in the series was skipped",[146,31612,31613],{},"Its time clashed with another booking, blocked time, the team member's hours or a busy room. Find the gap on the calendar and book that visit yourself.",[179,31615,31617],{"id":31616},"could-not-cancel-the-rest-of-the-series","\"Could not cancel the rest of the series\"",[146,31619,31620],{},"The visit you opened is cancelled, but the rest weren't. Try again from another visit in the series. Staff can only cancel visits in their own column.",{"title":359,"searchDepth":23,"depth":23,"links":31622},[31623,31624,31630,31631,31637,31638],{"id":152,"depth":23,"text":153},{"id":31484,"depth":23,"text":31485,"children":31625},[31626,31627,31628,31629],{"id":31490,"depth":33,"text":31491},{"id":31499,"depth":33,"text":31500},{"id":31515,"depth":33,"text":31516},{"id":9846,"depth":33,"text":9847},{"id":31544,"depth":23,"text":31545},{"id":31551,"depth":23,"text":31552,"children":31632},[31633,31634,31635,31636],{"id":31557,"depth":33,"text":31558},{"id":31566,"depth":33,"text":31567},{"id":31574,"depth":33,"text":31575},{"id":15098,"depth":33,"text":4439},{"id":305,"depth":23,"text":306},{"id":316,"depth":23,"text":317,"children":31639},[31640,31641],{"id":31609,"depth":33,"text":31610},{"id":31616,"depth":33,"text":31617},"Repeat a booking weekly, every two or four weeks, or monthly, handle skipped clashes, and cancel one visit or the rest of the series.",[31644,31645,31646,31647,31648],"recurring appointment weekly","repeat booking every 4 weeks","cancel all future appointments","standing appointment series","edit one appointment in a series",{},[1383,15338,15340],{"title":31462,"description":31642},"help\u002Fcalendar\u002Fmanage-a-recurring-series","VjOXyu9KZMk_pf1C4dCssSHx9V1qBx1dEjB-GMggdDs",{"id":31655,"title":31656,"audience":7,"body":31657,"category":34,"description":31937,"draft":386,"extension":387,"icon":31938,"keywords":31939,"locale":11,"meta":31946,"navigation":398,"order":31315,"path":31947,"related":31948,"seo":31949,"sourceHash":402,"stem":31950,"translationReviewed":386,"updatedAt":697,"__hash__":31951},"help\u002Fhelp\u002Fcheckout\u002Fapply-a-discount-or-deal.md","Apply a discount or deal at checkout",{"type":143,"value":31658,"toc":31913},[31659,31662,31664,31671,31675,31762,31768,31773,31777,31823,31826,31830,31842,31846,31860,31866,31868,31876,31878,31882,31885,31889,31892,31896,31899,31903,31906,31910],[146,31660,31661],{},"Take money off a sale with one of your deals, a promo code the client has, or a one-off discount you type in. Deals that need no code apply themselves as soon as the cart opens.",[150,31663,153],{"id":152},[146,31665,31666,31667,31670],{},"Anyone who can run checkouts can apply a deal or a promo code. Typing in a discount of your own needs ",[161,31668,31669],{},"Can give manual discounts at checkout"," in your role. Taking a sale all the way down to zero needs permission to void sales.",[150,31672,31674],{"id":31673},"discount-the-whole-sale","Discount the whole sale",[176,31676,31677,31681,31691,31695,31709,31711,31752,31756],{},[179,31678,31680],{"id":31679},"open-the-discount-panel","Open the Discount panel",[146,31682,10169,31683,31686,31687,1469,31689,170],{},[161,31684,31685],{},"Add cart discount"," under the items. You can also open ",[161,31688,1855],{},[161,31690,31685],{},[179,31692,31694],{"id":31693},"choose-the-kind-of-discount","Choose the kind of discount",[146,31696,31697,31698,31701,31702,31704,31705,31708],{},"Pick a tab: ",[161,31699,31700],{},"Deals"," for one of your configured offers, ",[161,31703,17696],{}," for a promo code, or ",[161,31706,31707],{},"Manual"," for a one-off discount.",[179,31710,17087],{"id":17086},[155,31712,31713,31719,31731],{},[158,31714,31715,31718],{},[161,31716,31717],{},"Deals:"," select the deal. Search if the list is long.",[158,31720,31721,31724,31725,1469,31728,170],{},[161,31722,31723],{},"Code:"," type it in ",[161,31726,31727],{},"Discount code",[161,31729,31730],{},"Apply discount",[158,31732,31733,31736,31737,470,31739,31741,31742,31745,31746,31748,31749,31751],{},[161,31734,31735],{},"Manual:"," choose ",[161,31738,7402],{},[161,31740,1599],{},", enter the value in ",[161,31743,31744],{},"Amount off",", add a ",[161,31747,7168],{}," such as \"Loyalty thank-you\", and select ",[161,31750,31730],{},". It comes off everything in the sale except tips and gift cards. A percentage stays a percentage, so adding or removing an item later works it out again.",[179,31753,31755],{"id":31754},"check-the-cart","Check the cart",[146,31757,31758,31759,31761],{},"The discount appears under ",[161,31760,2592],{}," with the amount taken off, and the total updates.",[554,31763],{"alt":31764,"height":31765,"src":31766,"width":31767},"The Discount panel on its Manual tab: Amount off set to Percent with 10 % in the value field, the line Comes off everything in the sale except tips and gift cards, a Reason box and the Apply discount button.",386,"\u002Fhelp\u002Fcheckout\u002Fapply-a-discount-or-deal\u002Fdiscount.webp",544,[146,31769,9094,31770,31772],{},[161,31771,7168],{}," on a manual discount is saved on the sale and in the audit log.",[150,31774,31776],{"id":31775},"discount-one-item","Discount one item",[176,31778,31779,31783,31790,31794,31816,31818],{},[179,31780,31782],{"id":31781},"open-the-item","Open the item",[146,31784,10169,31785,31787,31788,170],{},[161,31786,2104],{}," on the item. Its panel opens, such as ",[161,31789,13557],{},[179,31791,31793],{"id":31792},"add-the-discount","Add the discount",[146,31795,1203,31796,1486,31798,31801,31802,31805,31806,470,31808,7599,31810,31812,31813,31815],{},[161,31797,2592],{},[161,31799,31800],{},"Add a deal"," to pick one of the deals that cover this item here, or ",[161,31803,31804],{},"Custom discount"," to type your own: choose ",[161,31807,7402],{},[161,31809,1599],{},[161,31811,31744],{},", with a ",[161,31814,7168],{}," if it helps.",[179,31817,1166],{"id":1165},[146,31819,225,31820,31822],{},[161,31821,1166],{},". The item shows each discount and what it takes off.",[146,31824,31825],{},"An item can take up to 10 discounts. They come off in the order you added them, each worked out on the price, and together they can't take off more than the item's price. A combo saving comes off first. Tax is worked out on the discounted price.",[150,31827,31829],{"id":31828},"remove-a-discount","Remove a discount",[146,31831,31832,31833,31835,31836,31838,31839,31841],{},"Select the ",[161,31834,1225],{}," beside it under ",[161,31837,2592],{},", or open the item with ",[161,31840,2104],{}," and remove it there. A deal that applied itself won't come back during this sale.",[150,31843,31845],{"id":31844},"deals-that-apply-themselves","Deals that apply themselves",[146,31847,31848,31849,31852,31853,31855,31856,170],{},"Deals set up without a code under ",[161,31850,31851],{},"Retail → Discounts"," apply as soon as the cart opens, if the sale qualifies and the deal is valid at this location. They're listed by name under ",[161,31854,2592],{},". A deal the sale doesn't qualify for is skipped without a message. See ",[166,31857,31859],{"href":31858},"\u002Fhelp\u002Fretail\u002Fcreate-discounts-and-deals","Create discounts and deals",[146,31861,31862,31863,170],{},"A member's own price or perk from their membership also applies itself and shows as an ",[161,31864,31865],{},"Auto-applied perk",[150,31867,306],{"id":305},[146,31869,31870,31872,31873,31875],{},[161,31871,1519],{}," on the right lists the discount as its own line, with the new total. The receipt prints it as ",[161,31874,9180],{},", with the reason for a manual one.",[150,31877,317],{"id":316},[179,31879,31881],{"id":31880},"the-code-says-already-applied","The code says \"Already applied\"",[146,31883,31884],{},"The code is already on this sale. It's only ever taken once, so the client isn't discounted twice.",[179,31886,31888],{"id":31887},"the-code-doesnt-work","The code doesn't work",[146,31890,31891],{},"It may have expired, reached its usage limit, need a minimum spend, not cover what's in the cart, or already have been used by this client. The message under the code says which.",[179,31893,31895],{"id":31894},"i-cant-take-the-sale-down-to-zero","I can't take the sale down to zero",[146,31897,31898],{},"A sale written down to nothing counts as a void, which needs the void permission. Ask a manager.",[179,31900,31902],{"id":31901},"a-gift-card-or-the-tip-isnt-discounted","A gift card or the tip isn't discounted",[146,31904,31905],{},"Gift cards and tips are never included in a manual discount: a discounted gift card would create credit nobody paid for.",[179,31907,31909],{"id":31908},"can-i-combine-a-deal-and-a-manual-discount","Can I combine a deal and a manual discount?",[146,31911,31912],{},"Yes. The manual discount applies to what's left after the deal, so nothing is taken off twice.",{"title":359,"searchDepth":23,"depth":23,"links":31914},[31915,31916,31922,31927,31928,31929,31930],{"id":152,"depth":23,"text":153},{"id":31673,"depth":23,"text":31674,"children":31917},[31918,31919,31920,31921],{"id":31679,"depth":33,"text":31680},{"id":31693,"depth":33,"text":31694},{"id":17086,"depth":33,"text":17087},{"id":31754,"depth":33,"text":31755},{"id":31775,"depth":23,"text":31776,"children":31923},[31924,31925,31926],{"id":31781,"depth":33,"text":31782},{"id":31792,"depth":33,"text":31793},{"id":1165,"depth":33,"text":1166},{"id":31828,"depth":23,"text":31829},{"id":31844,"depth":23,"text":31845},{"id":305,"depth":23,"text":306},{"id":316,"depth":23,"text":317,"children":31931},[31932,31933,31934,31935,31936],{"id":31880,"depth":33,"text":31881},{"id":31887,"depth":33,"text":31888},{"id":31894,"depth":33,"text":31895},{"id":31901,"depth":33,"text":31902},{"id":31908,"depth":33,"text":31909},"Take money off a sale or a single item with a deal, a promo code or a manual discount, and remove one that shouldn't be there.","i-lucide-badge-percent",[31940,31941,31942,31943,31944,31945],"add discount at checkout","apply promo code pos","discount one item only","remove auto applied deal","comp a sale to zero","staff discount reason",{},"\u002Fhelp\u002Fcheckout\u002Fapply-a-discount-or-deal",[1891,31858,27307],{"title":31656,"description":31937},"help\u002Fcheckout\u002Fapply-a-discount-or-deal","uCG1L8tau7RGZLyaP7ZvaqHLGvb4S-aY0VEeS_TdCkc",{"id":31953,"title":6728,"audience":7,"body":31954,"category":44,"description":32186,"draft":386,"extension":387,"icon":32187,"keywords":32188,"locale":11,"meta":32195,"navigation":398,"order":31315,"path":6727,"related":32196,"seo":32197,"sourceHash":402,"stem":32198,"translationReviewed":386,"updatedAt":9086,"__hash__":32199},"help\u002Fhelp\u002Fclients\u002Fblocked-and-flagged-clients.md",{"type":143,"value":31955,"toc":32169},[31956,31959,31963,32016,32019,32021,32040,32044,32111,32117,32121,32130,32138,32140,32153,32155,32159,32162,32166],[146,31957,31958],{},"Blocking a client stops them booking online and getting marketing, while keeping their record and history. Your team can still book them on purpose, and nothing already booked is cancelled.",[150,31960,31962],{"id":31961},"what-a-block-does","What a block does",[721,31964,31965,31974],{},[724,31966,31967],{},[727,31968,31969,31971],{},[730,31970],{},[730,31972,31973],{},"For a blocked client",[737,31975,31976,31984,31992,32000,32008],{},[727,31977,31978,31981],{},[742,31979,31980],{},"Online booking and their account",[742,31982,31983],{},"Refused, with a general message",[727,31985,31986,31989],{},[742,31987,31988],{},"Marketing emails and texts",[742,31990,31991],{},"Stopped",[727,31993,31994,31997],{},[742,31995,31996],{},"Booking by your team",[742,31998,31999],{},"Allowed, after a warning. The override is recorded in the audit log.",[727,32001,32002,32005],{},[742,32003,32004],{},"Appointments already booked",[742,32006,32007],{},"Kept. Nothing is cancelled for you.",[727,32009,32010,32013],{},[742,32011,32012],{},"Their record and history",[742,32014,32015],{},"Kept in full",[146,32017,32018],{},"The client isn't told they're blocked. They simply can't book online.",[150,32020,153],{"id":152},[155,32022,32023,32032],{},[158,32024,32025,32027,32028,32031],{},[161,32026,1421],{}," anyone who can manage clients. Only admins and owners can use the ",[161,32029,32030],{},"Safety concern"," reason, or lift a block given for it.",[158,32033,32034,32037,32038,170],{},[161,32035,32036],{},"Think about a deposit first."," For repeated no-shows, asking for a deposit may be enough. The profile suggests it when a client has several no-shows. See ",[166,32039,10015],{"href":5023},[150,32041,32043],{"id":32042},"block-a-client","Block a client",[176,32045,32046,32050,32055,32059,32083,32085,32090,32094,32103,32107],{},[179,32047,32049],{"id":32048},"open-the-block-panel","Open the block panel",[146,32051,2168,32052,170],{},[161,32053,32054],{},"Actions → Block from booking",[179,32056,32058],{"id":32057},"choose-a-reason","Choose a reason",[146,32060,32061,32062,7589,32064,490,32067,490,32070,490,32073,490,32076,470,32078,2079,32080,32082],{},"Pick a ",[161,32063,7168],{},[161,32065,32066],{},"Repeated no-shows",[161,32068,32069],{},"Late cancellations",[161,32071,32072],{},"Payment issues",[161,32074,32075],{},"Policy violation",[161,32077,32030],{},[161,32079,3333],{},[161,32081,3333],{}," needs a note.",[179,32084,13172],{"id":13171},[146,32086,9094,32087,32089],{},[161,32088,9838],{}," is for your team only.",[179,32091,32093],{"id":32092},"set-a-review-date-if-you-like","Set a review date if you like",[146,32095,8228,32096,32099,32100,32102],{},[161,32097,32098],{},"Review date"," reminds you to reconsider. When it's due, it shows on ",[161,32101,312],{},". It doesn't lift the block by itself.",[179,32104,32106],{"id":32105},"block","Block",[146,32108,225,32109,170],{},[161,32110,23900],{},[146,32112,32113,32114,32116],{},"If the client has appointments coming up, you're told how many. They stay booked: check them on the ",[161,32115,3710],{}," tab and cancel any yourself if that's what you want.",[150,32118,32120],{"id":32119},"lift-a-block","Lift a block",[146,32122,2168,32123,7125,32126,32129],{},[161,32124,32125],{},"Actions → Unblock from booking",[161,32127,32128],{},"Unblock",". Online booking, their account and marketing work again.",[2888,32131,32132],{},[146,32133,32134,32135,170],{},"Blocking isn't deleting. To remove someone's data rather than refuse service, see ",[166,32136,32137],{"href":6686},"Delete a client",[150,32139,306],{"id":305},[146,32141,32142,32143,32145,32146,32148,32149,32152],{},"The profile shows ",[161,32144,2078],{},", when, and by whom. The client list's ",[161,32147,2078],{}," filter shows every blocked client. Booking them from the calendar asks ",[161,32150,32151],{},"Book a blocked client?"," first.",[150,32154,317],{"id":316},[179,32156,32158],{"id":32157},"a-blocked-client-is-still-on-the-calendar","A blocked client is still on the calendar",[146,32160,32161],{},"The appointment was made before the block, or a team member booked them past the warning, which the audit log records.",[179,32163,32165],{"id":32164},"i-cant-choose-safety-concern","I can't choose Safety concern",[146,32167,32168],{},"Only admins and owners can use it.",{"title":359,"searchDepth":23,"depth":23,"links":32170},[32171,32172,32173,32180,32181,32182],{"id":31961,"depth":23,"text":31962},{"id":152,"depth":23,"text":153},{"id":32042,"depth":23,"text":32043,"children":32174},[32175,32176,32177,32178,32179],{"id":32048,"depth":33,"text":32049},{"id":32057,"depth":33,"text":32058},{"id":13171,"depth":33,"text":13172},{"id":32092,"depth":33,"text":32093},{"id":32105,"depth":33,"text":32106},{"id":32119,"depth":23,"text":32120},{"id":305,"depth":23,"text":306},{"id":316,"depth":23,"text":317,"children":32183},[32184,32185],{"id":32157,"depth":33,"text":32158},{"id":32164,"depth":33,"text":32165},"Block a client from booking online, see what a block does and doesn't stop, and set a review date or lift the block later.","i-lucide-ban",[32189,32190,32191,32192,32193,32194],"block a client","stop client booking online","client no show repeatedly","unblock client","ban client from salon","safety concern client",{},[2236,5023,6686],{"title":6728,"description":32186},"help\u002Fclients\u002Fblocked-and-flagged-clients","ZTpl0zoJy9dKxwuAKBrrUQR8MS-Z1WxqBz58c4DrSko",{"id":32201,"title":2818,"audience":7,"body":32202,"category":14,"description":32381,"draft":386,"extension":387,"icon":26295,"keywords":32382,"locale":11,"meta":32389,"navigation":398,"order":31315,"path":2817,"related":32390,"seo":32391,"sourceHash":402,"stem":32392,"translationReviewed":386,"updatedAt":2935,"__hash__":32393},"help\u002Fhelp\u002Fgetting-started\u002Finstall-owneli-on-your-phone.md",{"type":143,"value":32203,"toc":32360},[32204,32207,32209,32220,32224,32247,32252,32256,32279,32292,32304,32308,32314,32316,32319,32323,32334,32336,32340,32343,32347,32350,32354],[146,32205,32206],{},"Put Owneli on your home screen in under a minute, straight from your browser. It then opens full screen with its own icon, stays signed in, and updates itself.",[150,32208,153],{"id":152},[146,32210,32211,32212,32215,32216,32219],{},"Sign in to Owneli in your phone's browser: ",[161,32213,32214],{},"Safari"," on an iPhone or iPad, ",[161,32217,32218],{},"Chrome"," on Android.",[150,32221,32223],{"id":32222},"on-an-iphone-or-ipad","On an iPhone or iPad",[176,32225,32226,32230,32233,32237,32240,32244],{},[179,32227,32229],{"id":32228},"tap-the-share-button","Tap the Share button",[146,32231,32232],{},"It's the square with an arrow, in Safari's toolbar.",[179,32234,32236],{"id":32235},"choose-add-to-home-screen","Choose Add to Home Screen",[146,32238,32239],{},"Scroll down the list to find it.",[179,32241,32243],{"id":32242},"tap-add","Tap Add",[146,32245,32246],{},"Owneli lands beside your other apps.",[146,32248,32249,32250,170],{},"Owneli also offers these steps itself: open the account menu (your initials in the top bar) and choose ",[161,32251,2813],{},[150,32253,32255],{"id":32254},"on-android","On Android",[176,32257,32258,32262,32265,32269,32272,32276],{},[179,32259,32261],{"id":32260},"open-the-account-menu","Open the account menu",[146,32263,32264],{},"Tap your initials in the top bar.",[179,32266,32268],{"id":32267},"choose-install-app","Choose Install app",[146,32270,32271],{},"Chrome asks you to confirm.",[179,32273,32275],{"id":32274},"tap-install","Tap Install",[146,32277,32278],{},"The Owneli icon appears on your home screen and in your app drawer.",[146,32280,203,32281,32283,32284,24838,32286,470,32288,32291],{},[161,32282,2813],{}," isn't in the menu, open Chrome's ",[161,32285,1855],{},[161,32287,2813],{},[161,32289,32290],{},"Add to Home screen"," there.",[2888,32293,32294],{},[146,32295,32296,32297,32299,32300,4867,32302,170],{},"On Android you can instead install ",[161,32298,25378],{}," from Google Play. It signs in the same way, and its notifications carry buttons such as ",[161,32301,11380],{},[166,32303,25370],{"href":22925},[150,32305,32307],{"id":32306},"on-a-computer","On a computer",[146,32309,32310,32311,32313],{},"In Chrome or Edge, select ",[161,32312,2813],{}," in the account menu, or the install icon at the right of the address bar. Owneli then runs in its own window, which suits a front-desk computer.",[150,32315,306],{"id":305},[146,32317,32318],{},"Open Owneli from its icon. It fills the screen with no browser address bar, and you're still signed in.",[150,32320,32322],{"id":32321},"updates","Updates",[146,32324,32325,32326,32329,32330,32333],{},"You never update Owneli by hand. When a new version is ready, Owneli shows ",[161,32327,32328],{},"A new version of Owneli is ready"," with a ",[161,32331,32332],{},"Reload"," button. Select it, or just close and reopen the app.",[150,32335,317],{"id":316},[179,32337,32339],{"id":32338},"i-dont-see-install-app","I don't see Install app",[146,32341,32342],{},"It's already installed on this device, or your browser can't install apps. On an iPhone, use Safari: other browsers there can't add Owneli to the home screen.",[179,32344,32346],{"id":32345},"owneli-doesnt-work-without-a-connection","Owneli doesn't work without a connection",[146,32348,32349],{},"That's expected. Appointments, clients and sales are live, so you need a connection to see or change them. Nothing you do offline is saved for later, so wait for the connection to come back before you try again.",[179,32351,32353],{"id":32352},"im-not-getting-notifications","I'm not getting notifications",[146,32355,32356,32357,32359],{},"Open the account menu and check ",[161,32358,1999],{}," is on, then allow notifications when your phone asks.",{"title":359,"searchDepth":23,"depth":23,"links":32361},[32362,32363,32368,32373,32374,32375,32376],{"id":152,"depth":23,"text":153},{"id":32222,"depth":23,"text":32223,"children":32364},[32365,32366,32367],{"id":32228,"depth":33,"text":32229},{"id":32235,"depth":33,"text":32236},{"id":32242,"depth":33,"text":32243},{"id":32254,"depth":23,"text":32255,"children":32369},[32370,32371,32372],{"id":32260,"depth":33,"text":32261},{"id":32267,"depth":33,"text":32268},{"id":32274,"depth":33,"text":32275},{"id":32306,"depth":23,"text":32307},{"id":305,"depth":23,"text":306},{"id":32321,"depth":23,"text":32322},{"id":316,"depth":23,"text":317,"children":32377},[32378,32379,32380],{"id":32338,"depth":33,"text":32339},{"id":32345,"depth":33,"text":32346},{"id":32352,"depth":33,"text":32353},"Add Owneli to your phone's home screen or your computer, so it opens full screen with its own icon and keeps itself up to date.",[32383,32384,32385,32386,32387,32388],"install app on phone","add to home screen","owneli mobile app","pwa install","does it work offline","install on iphone android",{},[2900,2930],{"title":2818,"description":32381},"help\u002Fgetting-started\u002Finstall-owneli-on-your-phone","P-B7ZytXaOvjwMGf5J1ZHUDMcLwS4b88Zd7GlRgVq-c",{"id":32395,"title":16582,"audience":7,"body":32396,"category":84,"description":32666,"draft":386,"extension":387,"icon":32667,"keywords":32668,"locale":11,"meta":32675,"navigation":398,"order":31315,"path":16581,"related":32676,"seo":32677,"sourceHash":402,"stem":32678,"translationReviewed":386,"updatedAt":5027,"__hash__":32679},"help\u002Fhelp\u002Fgrowth\u002Fsms-credits-and-balance.md",{"type":143,"value":32397,"toc":32649},[32398,32405,32407,32428,32432,32503,32507,32511,32541,32551,32560,32563,32567,32584,32591,32594,32599,32603,32610,32612,32623,32625,32629,32635,32639,32642,32646],[146,32399,32400,32401,170],{},"Text messages are paid from a prepaid messaging balance. Top it up by card, or let it top itself up when it runs low, so reminders and campaigns keep sending. Email and app notifications are free. The balance is in Canadian or US dollars; see ",[166,32402,32404],{"href":32403},"\u002Fhelp\u002Fgrowth\u002Fmessaging-wallet-currency","Which currency your messaging balance is in",[150,32406,153],{"id":152},[155,32408,32409,32413,32419],{},[158,32410,32411,12536],{},[161,32412,1421],{},[158,32414,32415,32418],{},[161,32416,32417],{},"Use the website."," Top-ups aren't available in the phone apps.",[158,32420,32421,32424,32425,170],{},[161,32422,32423],{},"Connect card payments first."," Top-ups unlock once Stripe is connected. See ",[166,32426,32427],{"href":1449},"Connect card payments with Stripe",[150,32429,32431],{"id":32430},"top-up-your-balance","Top up your balance",[176,32433,32434,32438,32453,32457,32477,32479],{},[179,32435,32437],{"id":32436},"open-the-wallet","Open the wallet",[146,32439,1936,32440,5081,32443,3845,32446,32449,32450,32452],{},[161,32441,32442],{},"Settings → Plan & data → Billing",[161,32444,32445],{},"Messaging wallet",[161,32447,32448],{},"Text and WhatsApp"," you see your balance and what a text costs. ",[161,32451,20320],{}," shows when the balance is nearly empty.",[179,32454,32456],{"id":32455},"choose-an-amount","Choose an amount",[146,32458,225,32459,3845,32462,32465,32466,32469,32470,32472,32473,3466,32475,170],{},[161,32460,32461],{},"Top up",[161,32463,32464],{},"Set top-up amount",", choose an amount, such as the one marked ",[161,32467,32468],{},"Recommended",". Each says about how many texts it buys. Or choose ",[161,32471,15849],{}," and enter your own ",[161,32474,1599],{},[161,32476,444],{},[179,32478,9607],{"id":31388},[146,32480,1203,32481,32484,32485,32488,32489,32492,32493,32495,32496,2988,32499,32502],{},[161,32482,32483],{},"Confirm top-up payment",", pay with your saved card or ",[161,32486,32487],{},"Use a different card",", and check ",[161,32490,32491],{},"Billed to"," and the total. Select ",[161,32494,9607],{}," with the amount. You see the amount ",[161,32497,32498],{},"added to your messaging balance",[161,32500,32501],{},"Your balance is now"," the new total.",[554,32504],{"alt":32505,"height":9221,"src":32506,"width":5143},"The Messaging wallet tab of Billing in Settings: Email included, Text and WhatsApp on one shared balance marked running low, Turn on auto top-ups and Top up, and the balance history under it.","\u002Fhelp\u002Fgrowth\u002Fsms-credits-and-balance\u002Fwallet.webp",[150,32508,32510],{"id":32509},"top-up-automatically","Top up automatically",[146,32512,32513,32514,12182,32517,189,32520,32523,32524,1486,32527,3466,32530,7176,32533,32536,32537,32540],{},"In the wallet, select ",[161,32515,32516],{},"Turn on auto top-ups",[161,32518,32519],{},"When balance drops to",[161,32521,32522],{},"Automatically top up with",", and under ",[161,32525,32526],{},"Card to charge",[161,32528,32529],{},"Add a card",[161,32531,32532],{},"Turn on",[161,32534,32535],{},"Auto top-ups are on",", and the wallet shows ",[161,32538,32539],{},"Auto top-up on"," with your two amounts. Each time the balance drops that far, the card is charged and the balance refills.",[146,32542,32543,32544,32547,32548,32291],{},"To change it later, select ",[161,32545,32546],{},"Edit auto top-ups",". To stop it, select ",[161,32549,32550],{},"Turn off auto top-ups",[2888,32552,32553],{},[146,32554,32555,32556,32559],{},"Set the threshold above what your busiest day uses. ",[161,32557,32558],{},"Balance history"," shows what each day's texts cost.",[146,32561,32562],{},"If the card is declined several times, auto top-up switches off and tells you; update the card and save to turn it back on.",[150,32564,32566],{"id":32565},"what-a-text-costs","What a text costs",[146,32568,32569,32570,32572,32573,32575,32576,490,32579,189,32581,170],{},"Texts are charged per segment. A short text is one segment; a long one, or one with emoji, uses several and costs more. ",[161,32571,32558],{}," shows each ",[161,32574,23216],{}," with its segments, plus every ",[161,32577,32578],{},"Top-up",[161,32580,22132],{},[161,32582,32583],{},"Adjustment",[146,32585,32586,32587,32590],{},"Texts from campaigns, automations such as reminders, and replies from the ",[166,32588,32589],{"href":22923},"inbox"," all use the balance. Texts clients send you are free.",[146,32592,32593],{},"Texts leave only from your business's own texting line. Until you have one, nothing is texted or charged, and reminders still go by email.",[598,32595,32596],{},[146,32597,32598],{},"When the balance is empty, texts are skipped, not saved for later. Reminders still go by email. If texts seem to be missing, check the balance first.",[150,32600,32602],{"id":32601},"replies-and-the-after-hours-reply","Replies and the after-hours reply",[146,32604,32605,32606,32609],{},"Replies to reminders use the balance too: the thank-you for a confirmation, the reply to a cancellation, and the one automatic reply a text gets while you're closed are each a paid text from your own line. Turning replies on also adds a line to each reminder, which often tips a reminder with a manage link from one segment to two, and the preview under ",[161,32607,32608],{},"Settings → Messaging → Replies to reminders"," shows the count. A confirmation or cancellation still happens when the balance is empty; only the reply text is skipped, and the thread says so.",[150,32611,306],{"id":305},[146,32613,32614,32615,32617,32618,32620,32621,170],{},"The balance under ",[161,32616,32448],{}," shows the new amount, and ",[161,32619,32558],{}," lists the ",[161,32622,32578],{},[150,32624,317],{"id":316},[179,32626,32628],{"id":32627},"card-payments-unlock-once-stripe-is-connected","\"Card payments unlock once Stripe is connected\"",[146,32630,32631,32632,32634],{},"Connect card payments under ",[161,32633,11080],{},", then come back.",[179,32636,32638],{"id":32637},"auto-top-up-is-paused","Auto top-up is paused",[146,32640,32641],{},"Your bank asked to approve a payment, or the card was declined. Top up once by hand, approve it, then save auto top-up again.",[179,32643,32645],{"id":32644},"can-i-get-unused-balance-back","Can I get unused balance back?",[146,32647,32648],{},"Contact Owneli support.",{"title":359,"searchDepth":23,"depth":23,"links":32650},[32651,32652,32657,32658,32659,32660,32661],{"id":152,"depth":23,"text":153},{"id":32430,"depth":23,"text":32431,"children":32653},[32654,32655,32656],{"id":32436,"depth":33,"text":32437},{"id":32455,"depth":33,"text":32456},{"id":31388,"depth":33,"text":9607},{"id":32509,"depth":23,"text":32510},{"id":32565,"depth":23,"text":32566},{"id":32601,"depth":23,"text":32602},{"id":305,"depth":23,"text":306},{"id":316,"depth":23,"text":317,"children":32662},[32663,32664,32665],{"id":32627,"depth":33,"text":32628},{"id":32637,"depth":33,"text":32638},{"id":32644,"depth":33,"text":32645},"Top up the prepaid balance your text messages use, switch on automatic top-ups, and see what each text cost.","i-lucide-message-square-dot",[32669,32670,32671,32672,32673,32674],"sms credits","buy sms balance","text message cost","auto top up sms","sms not sending no balance","messaging balance",{},[9009,22923,11548,32403],{"title":16582,"description":32666},"help\u002Fgrowth\u002Fsms-credits-and-balance","hhqin4Lm3-6V2WHhMNSJ3xqQ2yJkYxtLZKGX7Pe-K1k",{"id":32681,"title":32682,"audience":120,"body":32683,"category":135,"description":32889,"draft":386,"extension":387,"icon":32890,"keywords":32891,"locale":11,"meta":32898,"navigation":398,"order":31315,"path":3758,"related":32899,"seo":32900,"sourceHash":402,"stem":32901,"translationReviewed":386,"updatedAt":404,"__hash__":32902},"help\u002Fhelp\u002Fportal\u002Fyour-membership.md","Manage your membership or package",{"type":143,"value":32684,"toc":32873},[32685,32690,32694,32756,32770,32774,32801,32808,32814,32818,32826,32830,32833,32835,32841,32843,32847,32856,32860,32863,32867],[146,32686,32687,32689],{},[161,32688,1494],{}," in your account shows every plan and package you have: what's included, what's left, and your next charge. You can pause, resume or cancel a plan yourself.",[150,32691,32693],{"id":32692},"read-your-plan","Read your plan",[721,32695,32696,32705],{},[724,32697,32698],{},[727,32699,32700,32703],{},[730,32701,32702],{},"The plan says",[730,32704,20435],{},[737,32706,32707,32716,32727,32736,32746],{},[727,32708,32709,32713],{},[742,32710,32711],{},[161,32712,4956],{},[742,32714,32715],{},"Running as normal, with the renewal date and next charge",[727,32717,32718,32724],{},[742,32719,32720,32723],{},[161,32721,32722],{},"Frozen, resumes"," and a date",[742,32725,32726],{},"Paused until then",[727,32728,32729,32733],{},[742,32730,32731],{},[161,32732,30626],{},[742,32734,32735],{},"The last renewal payment failed. Your sessions are locked until it's paid.",[727,32737,32738,32743],{},[742,32739,32740],{},[161,32741,32742],{},"Ended",[742,32744,32745],{},"The plan is over",[727,32747,32748,32753],{},[742,32749,32750],{},[161,32751,32752],{},"Access ends",[742,32754,32755],{},"You've cancelled, or the plan doesn't renew. No more charges.",[146,32757,32758,32759,32762,32763,32766,32767,32769],{},"Included services show what's left, such as ",[161,32760,32761],{},"2 of 3 left",". Sessions carried over from last period are shown, such as ",[161,32764,32765],{},"4 left (3 included + 1 rolled over)",", and credits about to expire are flagged. Packages appear on the same page with their sessions left. Tap ",[161,32768,3451],{}," on a plan to see every session used or added.",[150,32771,32773],{"id":32772},"pause-your-membership","Pause your membership",[176,32775,32776,32780,32786,32790,32793,32795],{},[179,32777,32779],{"id":32778},"open-your-plan","Open your plan",[146,32781,28284,32782,28287,32784,28290],{},[161,32783,1494],{},[161,32785,2676],{},[179,32787,32789],{"id":32788},"tap-pause","Tap Pause",[146,32791,32792],{},"Choose how many days. The screen shows how many pauses and pause days you have left on the plan.",[179,32794,519],{"id":518},[146,32796,32797,32798,170],{},"It shows the date your next charge moves to. Confirm, and the plan reads ",[161,32799,32800],{},"Frozen",[146,32802,32803,32804,32807],{},"If your plan doesn't let you pause it yourself, the button reads ",[161,32805,32806],{},"Request pause",". Your request goes to the business, and you're told once they've reviewed it.",[146,32809,32810,32811,32813],{},"To come back early, tap ",[161,32812,7547],{},". Your billing and credits pick back up, and your paid time shifts forward to make up for the pause.",[150,32815,32817],{"id":32816},"cancel-your-membership","Cancel your membership",[146,32819,522,32820,32822,32823,32825],{},[161,32821,14764],{}," on the plan and confirm. You keep your benefits until the end of the period you've paid for, and the plan then shows ",[161,32824,32752],{},". Some plans have a minimum term or an early-exit fee, which is shown on the plan.",[150,32827,32829],{"id":32828},"when-youre-charged","When you're charged",[146,32831,32832],{},"On the same date each period: monthly, every three months or yearly. The plan shows your next charge. In a shorter month, the charge falls on the last day, then goes back to your usual date: a plan that renews on the 31st is charged on 28 February, then on 31 March.",[150,32834,306],{"id":305},[146,32836,32837,32838,32840],{},"The plan's status changes, such as ",[161,32839,32800],{}," after a pause, and shows the new date of your next charge.",[150,32842,317],{"id":316},[179,32844,32846],{"id":32845},"i-cant-use-my-sessions","I can't use my sessions",[146,32848,32849,32850,32852,32853,32855],{},"If the plan shows ",[161,32851,30626],{},", update your default card in ",[166,32854,3766],{"href":3772}," or speak to the business. Sessions on a frozen plan are on hold until it resumes.",[179,32857,32859],{"id":32858},"do-unused-sessions-carry-over","Do unused sessions carry over?",[146,32861,32862],{},"Only if your plan allows it. When it does, the plan says how many carried over.",[179,32864,32866],{"id":32865},"will-i-be-charged-after-i-cancel","Will I be charged after I cancel?",[146,32868,32869,32870,32872],{},"No. Once you've cancelled, the plan shows ",[161,32871,32752],{},", and you keep your benefits until then.",{"title":359,"searchDepth":23,"depth":23,"links":32874},[32875,32876,32881,32882,32883,32884],{"id":32692,"depth":23,"text":32693},{"id":32772,"depth":23,"text":32773,"children":32877},[32878,32879,32880],{"id":32778,"depth":33,"text":32779},{"id":32788,"depth":33,"text":32789},{"id":518,"depth":33,"text":519},{"id":32816,"depth":23,"text":32817},{"id":32828,"depth":23,"text":32829},{"id":305,"depth":23,"text":306},{"id":316,"depth":23,"text":317,"children":32885},[32886,32887,32888],{"id":32845,"depth":33,"text":32846},{"id":32858,"depth":33,"text":32859},{"id":32865,"depth":33,"text":32866},"See what your membership or package includes and what's left, pause or resume it, cancel it, and know when you'll be charged.","i-lucide-badge-check",[32892,32893,32894,32895,32896,32897],"pause my membership","cancel my membership","membership sessions left","freeze my plan","package sessions remaining","when does my membership renew",{},[3772,12018],{"title":32682,"description":32889},"help\u002Fportal\u002Fyour-membership","UrVHos-l7nH_RDuPNcfhHdCSbr-3FjSsdd4OBUx1NXU",{"id":32904,"title":4372,"audience":7,"body":32905,"category":54,"description":33223,"draft":386,"extension":387,"icon":33224,"keywords":33225,"locale":11,"meta":33233,"navigation":398,"order":31315,"path":4371,"related":33234,"seo":33235,"sourceHash":402,"stem":33236,"translationReviewed":386,"updatedAt":6282,"__hash__":33237},"help\u002Fhelp\u002Fretail\u002Fapprove-a-membership-pause-request.md",{"type":143,"value":32906,"toc":33199},[32907,32910,32912,32926,32930,32933,33021,33024,33039,33043,33046,33103,33106,33111,33115,33126,33137,33139,33169,33171,33175,33178,33182,33185,33189,33192,33196],[146,32908,32909],{},"A paused membership stops billing until it resumes, and its renewal date and unused sessions move forward by the time paused. You can pause one yourself from the client's profile, or approve a pause a member asked for from their account.",[150,32911,153],{"id":152},[155,32913,32914,32918],{},[158,32915,32916,6065],{},[161,32917,1421],{},[158,32919,32920,32923,32924,170],{},[161,32921,32922],{},"The plan sets the member's own limits:"," how many pauses and paused days a member gets, and any freeze fee. See ",[166,32925,1494],{"href":4533},[150,32927,32929],{"id":32928},"pause-a-membership-yourself","Pause a membership yourself",[146,32931,32932],{},"Use this when a client asks at the desk or on the phone, for example for an injury or a long trip.",[176,32934,32935,32937,32949,32953,32967,32971,32988,32992,33003,33005],{},[179,32936,7117],{"id":7116},[146,32938,32939,32940,7125,32942,3466,32944,32946,32947,170],{},"Open the client, select ",[161,32941,1504],{},[161,32943,1494],{},[161,32945,1855],{}," beside the membership and choose ",[161,32948,4443],{},[179,32950,32952],{"id":32951},"choose-when-it-starts","Choose when it starts",[146,32954,1203,32955,1207,32958,263,32960,32963,32964,170],{},[161,32956,32957],{},"When does the pause start?",[161,32959,312],{},[161,32961,32962],{},"On a later day"," and pick the day in ",[161,32965,32966],{},"Pause starts on",[179,32968,32970],{"id":32969},"choose-when-it-ends","Choose when it ends",[146,32972,1203,32973,1207,32976,32979,32980,32983,32984,32987],{},[161,32974,32975],{},"When does it end?",[161,32977,32978],{},"On a day"," and pick it in ",[161,32981,32982],{},"Resumes on",". The membership resumes on its own that morning. Or choose ",[161,32985,32986],{},"When you resume it"," to leave it paused until someone at the front desk resumes it.",[179,32989,32991],{"id":32990},"decide-about-the-fee-and-the-email","Decide about the fee and the email",[146,32993,32994,32995,32998,32999,33002],{},"If the plan has a pause fee and the client has a card on file, ",[161,32996,32997],{},"Charge the $X pause fee"," is on, and the dialog names the card it goes to. Turn it off to waive the fee. If that card has an open dispute, the dialog warns you. The email box, such as ",[161,33000,33001],{},"Email Jordan about the pause",", is ticked: it sends the client the dates and any fee. Untick it if they don't need one.",[179,33004,519],{"id":518},[146,33006,225,33007,263,33010,33013,33014,470,33017,33020],{},[161,33008,33009],{},"Pause now",[161,33011,33012],{},"Book pause"," for a later start. You see ",[161,33015,33016],{},"Membership paused",[161,33018,33019],{},"Pause booked for"," the day it starts.",[146,33022,33023],{},"A pause you set doesn't use up the member's own pause allowance. Only pauses the member sets from their account, or asks you for, count towards it.",[146,33025,33026,33027,32946,33029,33031,33032,7125,33035,33038],{},"To end an open pause, select ",[161,33028,1855],{},[161,33030,4446],{},". To call off a pause booked for later, choose ",[161,33033,33034],{},"Cancel booked pause",[161,33036,33037],{},"Cancel pause",". Nothing is charged, and the client is emailed that it's off.",[150,33040,33042],{"id":33041},"approve-or-deny-a-members-request","Approve or deny a member's request",[146,33044,33045],{},"When a plan doesn't let members pause it themselves, they can ask instead from their account.",[176,33047,33048,33052,33065,33069,33082,33086,33092,33096],{},[179,33049,33051],{"id":33050},"open-pause-requests","Open Pause requests",[146,33053,1936,33054,1469,33056,33059,33060,29933,33063,170],{},[161,33055,3966],{},[161,33057,33058],{},"Pause requests"," at the top. The button shows how many are waiting. On a phone, a banner reads ",[161,33061,33062],{},"2 pause requests waiting",[161,33064,11935],{},[179,33066,33068],{"id":33067},"read-the-request","Read the request",[146,33070,33071,33072,33075,33076,33078,33079,170],{},"Each one shows the client, the plan, ",[161,33073,33074],{},"Requested 14 days",", their ",[161,33077,7168],{},", and how many pause days they've used, such as ",[161,33080,33081],{},"10 of 30 pause days used",[179,33083,33085],{"id":33084},"choose-the-days","Choose the days",[146,33087,33088,33089,33091],{},"Change ",[161,33090,7605],{}," to grant fewer than they asked for. You can't grant more than the plan has left.",[179,33093,33095],{"id":33094},"decide","Decide",[146,33097,225,33098,470,33100,170],{},[161,33099,5129],{},[161,33101,33102],{},"Deny",[146,33104,33105],{},"The client gets an email and a message in their account either way, with the date the membership resumes if you approved it.",[598,33107,33108],{},[146,33109,33110],{},"Approving charges the plan's pause fee to the card on file, if the plan has one and the client has a card. The request says so before you approve. If the card has an open dispute, the request warns you: charging it again can lead to another dispute.",[150,33112,33114],{"id":33113},"what-a-pause-does","What a pause does",[155,33116,33117,33120,33123],{},[158,33118,33119],{},"Billing stops for the time paused.",[158,33121,33122],{},"When it resumes, the renewal date and the expiry of every unused session move forward by the time paused.",[158,33124,33125],{},"A pause the member set or asked for counts towards the plan's allowance and its maximum number of pauses. A pause you set yourself doesn't.",[598,33127,33128],{},[146,33129,33130,33131,33134,33135,170],{},"A membership that's ",[161,33132,33133],{},"past due"," can be paused, but pausing doesn't fix the failed card. When it resumes, it's past due again. See ",[166,33136,4393],{"href":4392},[150,33138,306],{"id":305},[155,33140,33141,33157],{},[158,33142,25658,33143,33145,33146,33149,33150,263,33153,33156],{},[161,33144,1504],{},", the membership shows its pause: ",[161,33147,33148],{},"resumes"," with the date, ",[161,33151,33152],{},"Paused until resumed",[161,33154,33155],{},"Pause starts"," with the date for a booked pause.",[158,33158,33159,33160,7185,33163,470,33165,33168],{},"A decided request moves to ",[161,33161,33162],{},"Recently decided",[161,33164,5190],{},[161,33166,33167],{},"Denied",", with the name of who decided it.",[150,33170,317],{"id":316},[179,33172,33174],{"id":33173},"the-pause-fee-could-not-be-charged","\"The pause fee could not be charged\"",[146,33176,33177],{},"The membership is paused, but the card was declined. Collect the fee at the till.",[179,33179,33181],{"id":33180},"theres-no-card-on-file-for-the-fee","There's no card on file for the fee",[146,33183,33184],{},"The dialog says so. Pause the membership and collect the fee at the till.",[179,33186,33188],{"id":33187},"pause-allowance-exceeded","\"Pause allowance exceeded\"",[146,33190,33191],{},"The days you chose for a request are more than the plan has left. Grant fewer, or deny the request and explain.",[179,33193,33195],{"id":33194},"this-request-has-already-been-decided","\"This request has already been decided\"",[146,33197,33198],{},"Someone else decided it first. Refresh the page.",{"title":359,"searchDepth":23,"depth":23,"links":33200},[33201,33202,33209,33215,33216,33217],{"id":152,"depth":23,"text":153},{"id":32928,"depth":23,"text":32929,"children":33203},[33204,33205,33206,33207,33208],{"id":7116,"depth":33,"text":7117},{"id":32951,"depth":33,"text":32952},{"id":32969,"depth":33,"text":32970},{"id":32990,"depth":33,"text":32991},{"id":518,"depth":33,"text":519},{"id":33041,"depth":23,"text":33042,"children":33210},[33211,33212,33213,33214],{"id":33050,"depth":33,"text":33051},{"id":33067,"depth":33,"text":33068},{"id":33084,"depth":33,"text":33085},{"id":33094,"depth":33,"text":33095},{"id":33113,"depth":23,"text":33114},{"id":305,"depth":23,"text":306},{"id":316,"depth":23,"text":317,"children":33218},[33219,33220,33221,33222],{"id":33173,"depth":33,"text":33174},{"id":33180,"depth":33,"text":33181},{"id":33187,"depth":33,"text":33188},{"id":33194,"depth":33,"text":33195},"Pause a member's plan from the front desk, now or from a later day, or review a member's request to freeze it and grant the days.","i-lucide-pause-circle",[33226,33227,33228,33229,33230,33231,33232],"membership pause request","freeze membership","pause a membership for a client","approve membership freeze","client wants to pause membership","pause allowance days","resume membership",{},[4533,4392,4378],{"title":4372,"description":33223},"help\u002Fretail\u002Fapprove-a-membership-pause-request","bNAv5Qp7phnGJOe_ZRa9Mz3kkHv7IKlK_RTq0E-ZOQ0",{"id":33239,"title":32427,"audience":7,"body":33240,"category":94,"description":33497,"draft":386,"extension":387,"icon":31,"keywords":33498,"locale":11,"meta":33505,"navigation":398,"order":31315,"path":1449,"related":33506,"seo":33507,"sourceHash":402,"stem":33508,"translationReviewed":386,"updatedAt":697,"__hash__":33509},"help\u002Fhelp\u002Fsettings\u002Fconnect-payments.md",{"type":143,"value":33241,"toc":33480},[33242,33245,33247,33259,33263,33306,33310,33386,33395,33402,33405,33425,33435,33437,33447,33449,33453,33456,33460,33467,33471],[146,33243,33244],{},"Connecting Stripe lets you take card payments everywhere in Owneli: at checkout, deposits at booking, saved cards, payment links, membership billing and cancellation fees. Stripe checks your business once and pays your takings into your bank.",[150,33246,153],{"id":152},[155,33248,33249,33253],{},[158,33250,33251,12536],{},[161,33252,1421],{},[158,33254,33255,33258],{},[161,33256,33257],{},"Have these ready:"," your business details, the ID of the person responsible for the business, and the bank account you want paid into.",[150,33260,33262],{"id":33261},"connect-stripe","Connect Stripe",[176,33264,33265,33267,33271,33275,33284,33288,33295,33299],{},[179,33266,28926],{"id":28925},[146,33268,1936,33269,170],{},[161,33270,11080],{},[179,33272,33274],{"id":33273},"start-with-stripe","Start with Stripe",[146,33276,426,33277,1486,33280,33283],{},[161,33278,33279],{},"Card payments & payouts",[161,33281,33282],{},"Connect payouts",". Stripe's secure pages open.",[179,33285,33287],{"id":33286},"fill-in-stripes-form","Fill in Stripe's form",[146,33289,33290,33291,33294],{},"Enter your business details, verify your identity, and add your bank account. If you stop partway, the button changes to ",[161,33292,33293],{},"Resume onboarding"," and nothing is lost.",[179,33296,33298],{"id":33297},"come-back-to-owneli","Come back to Owneli",[146,33300,33301,33302,33305],{},"When Stripe is done, it sends you back. You see ",[161,33303,33304],{},"Stripe has your details",". Card payments switch on as soon as Stripe finishes checking.",[150,33307,33309],{"id":33308},"what-the-status-means","What the status means",[721,33311,33312,33320],{},[724,33313,33314],{},[727,33315,33316,33318],{},[730,33317,4922],{},[730,33319,1026],{},[737,33321,33322,33332,33344,33354,33364,33377],{},[727,33323,33324,33329],{},[742,33325,33326],{},[161,33327,33328],{},"Not connected",[742,33330,33331],{},"You haven't started",[727,33333,33334,33339],{},[742,33335,33336],{},[161,33337,33338],{},"Setup not finished",[742,33340,33341,33342,170],{},"You started Stripe's form but didn't finish it. Select ",[161,33343,33293],{},[727,33345,33346,33351],{},[742,33347,33348],{},[161,33349,33350],{},"Pending review",[742,33352,33353],{},"Stripe is checking your details. It's usually quick, sometimes a day or two.",[727,33355,33356,33361],{},[742,33357,33358],{},[161,33359,33360],{},"Enabled",[742,33362,33363],{},"Card payments are on everywhere",[727,33365,33366,33370],{},[742,33367,33368],{},[161,33369,7473],{},[742,33371,33372,33373,33376],{},"Stripe has paused card payments or payouts until it has more information. Select ",[161,33374,33375],{},"Send details to Stripe"," to add it.",[727,33378,33379,33383],{},[742,33380,33381],{},[161,33382,22663],{},[742,33384,33385],{},"Stripe has closed card payments for the business. Only Stripe can review that, from your Stripe dashboard.",[146,33387,203,33388,33391,33392,33394],{},[161,33389,33390],{},"Stripe needs more information"," appears, select ",[161,33393,33375],{}," by the date shown to keep payments and payouts running.",[598,33396,33397],{},[146,33398,33399,33400,170],{},"Connecting doesn't make clients pay deposits or add cards. That's your ",[166,33401,29105],{"href":4870},[150,33403,5672],{"id":33404},"payouts",[146,33406,33407,33408,1473,33411,33414,33415,33418,33419,33422,33423,170],{},"Once payouts are on, set ",[161,33409,33410],{},"How often",[161,33412,33413],{},"Payout schedule",": every business day (the usual choice), weekly on a ",[161,33416,33417],{},"Day of the week",", or monthly on a ",[161,33420,33421],{},"Day of the month",". In a shorter month, a monthly payout comes on its last day. Select ",[161,33424,29901],{},[146,33426,33427,33428,2079,33431,33434],{},"To change the bank account, see each payout or download tax forms, select ",[161,33429,33430],{},"Manage payouts",[161,33432,33433],{},"Reports → Payouts"," lists every payout too.",[150,33436,306],{"id":305},[146,33438,33439,33440,33442,33443,33446],{},"The status reads ",[161,33441,33360],{}," and the card says ",[161,33444,33445],{},"Connected. Card-on-file and payment links are live at checkout."," At checkout, card payment methods now appear.",[150,33448,317],{"id":316},[179,33450,33452],{"id":33451},"card-processing-isnt-configured-on-this-server-yet","\"Card processing isn't configured on this server yet\"",[146,33454,33455],{},"Card payments aren't set up for this Owneli environment. Cash, gift cards, memberships and external terminals still work. Contact Owneli support.",[179,33457,33459],{"id":33458},"can-my-team-type-a-clients-card-number-into-owneli","Can my team type a client's card number into Owneli?",[146,33461,33462,33463,170],{},"No. Clients enter their own card through a secure link or the booking page, so your team never handles card numbers. See ",[166,33464,33466],{"href":33465},"\u002Fhelp\u002Fcheckout\u002Fsave-a-card-on-file","Save a client's card on file",[179,33468,33470],{"id":33469},"a-client-disputed-a-charge","A client disputed a charge",[146,33472,33473,33474,33477,33478,170],{},"You get a notification and an email, and it appears under ",[161,33475,33476],{},"Point of sale → Disputes"," with the bank's deadline. See ",[166,33479,6232],{"href":6231},{"title":359,"searchDepth":23,"depth":23,"links":33481},[33482,33483,33489,33490,33491,33492],{"id":152,"depth":23,"text":153},{"id":33261,"depth":23,"text":33262,"children":33484},[33485,33486,33487,33488],{"id":28925,"depth":33,"text":28926},{"id":33273,"depth":33,"text":33274},{"id":33286,"depth":33,"text":33287},{"id":33297,"depth":33,"text":33298},{"id":33308,"depth":23,"text":33309},{"id":33404,"depth":23,"text":5672},{"id":305,"depth":23,"text":306},{"id":316,"depth":23,"text":317,"children":33493},[33494,33495,33496],{"id":33451,"depth":33,"text":33452},{"id":33458,"depth":33,"text":33459},{"id":33469,"depth":33,"text":33470},"Connect Stripe so you can take card payments, deposits and fees, follow its status, and choose when your takings are paid into your bank.",[33499,33500,33501,33502,33503,33504],"connect stripe","take card payments","set up payments","stripe onboarding","payouts bank account","card processing setup",{},[4870,1891,5023],{"title":32427,"description":33497},"help\u002Fsettings\u002Fconnect-payments","y0K1e9D0ppoirPojlPFf8KAnxZYfuD0HZhs_AHosS9k",{"id":33511,"title":18750,"audience":7,"body":33512,"category":74,"description":33799,"draft":386,"extension":387,"icon":33800,"keywords":33801,"locale":11,"meta":33808,"navigation":398,"order":31315,"path":8736,"related":33809,"seo":33810,"sourceHash":402,"stem":33811,"translationReviewed":386,"updatedAt":404,"__hash__":33812},"help\u002Fhelp\u002Fteam\u002Fsuspend-archive-or-offboard-a-team-member.md",{"type":143,"value":33513,"toc":33779},[33514,33520,33522,33534,33600,33604,33629,33632,33636,33723,33731,33733,33751,33753,33757,33760,33764,33772,33776],[146,33515,33516,33517,33519],{},"When someone leaves, or you need to cut their access at once, use the ",[161,33518,14450],{}," section of their team panel. Suspending stops access but keeps everything as it is. Archiving moves their upcoming appointments to others and records that they've left. Both can be undone.",[150,33521,153],{"id":152},[155,33523,33524,33528],{},[158,33525,33526,12536],{},[161,33527,1421],{},[158,33529,33530,33533],{},[161,33531,33532],{},"The owner and the last active admin can't be suspended or archived."," Transfer ownership or make someone else an admin first.",[721,33535,33536,33546],{},[724,33537,33538],{},[727,33539,33540,33542,33544],{},[730,33541,29385],{},[730,33543,735],{},[730,33545,21459],{},[737,33547,33548,33561,33574,33587],{},[727,33549,33550,33555,33558],{},[742,33551,33552],{},[161,33553,33554],{},"Set to no access",[742,33556,33557],{},"Stops all access at once and takes them off bookings. Their record, appointments and history stay.",[742,33559,33560],{},"An urgent lockout, an investigation, long leave",[727,33562,33563,33568,33571],{},[742,33564,33565],{},[161,33566,33567],{},"Restore access",[742,33569,33570],{},"Undoes it",[742,33572,33573],{},"The situation is resolved",[727,33575,33576,33581,33584],{},[742,33577,33578],{},[161,33579,33580],{},"Archive…",[742,33582,33583],{},"Moves their upcoming appointments, records their last day and why, and signs them out for good",[742,33585,33586],{},"They've left",[727,33588,33589,33594,33597],{},[742,33590,33591],{},[161,33592,33593],{},"Reinstate employee",[742,33595,33596],{},"Brings an archived person back",[742,33598,33599],{},"A rehire, or a mistake",[150,33601,33603],{"id":33602},"suspend-someones-access","Suspend someone's access",[176,33605,33606,33610,33616,33620],{},[179,33607,33609],{"id":33608},"open-offboarding","Open Offboarding",[146,33611,1936,33612,25096,33614,170],{},[161,33613,2419],{},[161,33615,14450],{},[179,33617,33619],{"id":33618},"suspend","Suspend",[146,33621,225,33622,7125,33624,7176,33627,170],{},[161,33623,33554],{},[161,33625,33626],{},"Suspend access",[161,33628,26578],{},[146,33630,33631],{},"Their appointments stay on the calendar. If they won't be in, move those appointments yourself, or archive them instead.",[150,33633,33635],{"id":33634},"archive-someone-whos-left","Archive someone who's left",[176,33637,33638,33640,33648,33652,33658,33662,33691,33695,33713,33715],{},[179,33639,277],{"id":276},[146,33641,33642,33643,33645,33646,170],{},"On their ",[161,33644,14450],{}," section, select ",[161,33647,33580],{},[179,33649,33651],{"id":33650},"clear-whats-open","Clear what's open",[146,33653,1203,33654,33657],{},[161,33655,33656],{},"Resolve these before archiving",", clock them out if they're clocked in, and close and count their cash drawer if one's open. If they logged hours recently, you're reminded to run their final payroll.",[179,33659,33661],{"id":33660},"move-their-appointments","Move their appointments",[146,33663,1203,33664,33667,33668,1311,33671,33674,33675,7589,33678,490,33681,470,33684,3466,33687,7125,33689,170],{},[161,33665,33666],{},"Reassign upcoming appointments",", give each one to another team member, or ",[161,33669,33670],{},"Any available",[161,33672,33673],{},"Auto-assign all",". Choose who's told under ",[161,33676,33677],{},"Notify affected clients of the change",[161,33679,33680],{},"Online bookings only",[161,33682,33683],{},"All affected clients",[161,33685,33686],{},"Don't notify",[161,33688,1166],{},[161,33690,444],{},[179,33692,33694],{"id":33693},"record-the-exit","Record the exit",[146,33696,8570,33697,28522,33700,490,33703,490,33706,189,33709,33712],{},[161,33698,33699],{},"Last working day",[161,33701,33702],{},"Reason category",[161,33704,33705],{},"Reason \u002F context",[161,33707,33708],{},"Vacation payout (days)",[161,33710,33711],{},"Knowledge transfer notes",". You can let them keep showing their reviews on a former-team-member page.",[179,33714,519],{"id":518},[146,33716,225,33717,7176,33720,170],{},[161,33718,33719],{},"Confirm offboarding",[161,33721,33722],{},"Employee offboarded",[598,33724,33725],{},[146,33726,33727,33728,33730],{},"Moving appointments changes real client bookings. Choose who's notified carefully: with ",[161,33729,33686],{},", clients still expect the person who's left.",[150,33732,306],{"id":305},[146,33734,33735,33736,33739,33740,33743,33744,25275,33747,33750],{},"Suspended people show ",[161,33737,33738],{},"No access",". Archived people leave the team list; tick ",[161,33741,33742],{},"Include offboarded"," to see them marked ",[161,33745,33746],{},"Offboarded",[161,33748,33749],{},"Offboarding record"," of who archived them, when and why.",[150,33752,317],{"id":316},[179,33754,33756],{"id":33755},"this-is-the-last-active-admin","\"This is the last active admin\"",[146,33758,33759],{},"Make another team member an admin first, then try again.",[179,33761,33763],{"id":33762},"i-archived-someone-by-mistake","I archived someone by mistake",[146,33765,33766,33767,1486,33769,33771],{},"Open them with ",[161,33768,33742],{},[161,33770,33593],{},", and confirm. Then add their shifts back and turn bookings on again; archiving cleared them.",[179,33773,33775],{"id":33774},"what-happens-to-their-past-sales-and-timesheets","What happens to their past sales and timesheets?",[146,33777,33778],{},"Nothing. Past records stay, so reports and payroll stay accurate.",{"title":359,"searchDepth":23,"depth":23,"links":33780},[33781,33782,33786,33793,33794],{"id":152,"depth":23,"text":153},{"id":33602,"depth":23,"text":33603,"children":33783},[33784,33785],{"id":33608,"depth":33,"text":33609},{"id":33618,"depth":33,"text":33619},{"id":33634,"depth":23,"text":33635,"children":33787},[33788,33789,33790,33791,33792],{"id":276,"depth":33,"text":277},{"id":33650,"depth":33,"text":33651},{"id":33660,"depth":33,"text":33661},{"id":33693,"depth":33,"text":33694},{"id":518,"depth":33,"text":519},{"id":305,"depth":23,"text":306},{"id":316,"depth":23,"text":317,"children":33795},[33796,33797,33798],{"id":33755,"depth":33,"text":33756},{"id":33762,"depth":33,"text":33763},{"id":33774,"depth":33,"text":33775},"Cut a team member's access at once, or archive someone who has left by moving their appointments and recording their exit, and undo either.","i-lucide-log-out",[33802,33803,33804,33805,33806,33807],"remove staff member","suspend staff access","offboard employee","archive team member","reassign appointments leaving staff","reinstate employee",{},[10952,18737,15338],{"title":18750,"description":33799},"help\u002Fteam\u002Fsuspend-archive-or-offboard-a-team-member","04O54NEiO6ffbsEwx19TCSR7if88lmDVCqaD_4RgQ-o",{"id":33814,"title":32404,"audience":7,"body":33815,"category":84,"description":33972,"draft":386,"extension":387,"icon":33973,"keywords":33974,"locale":11,"meta":33982,"navigation":398,"order":33983,"path":32403,"related":33984,"seo":33985,"sourceHash":402,"stem":33986,"translationReviewed":386,"updatedAt":6282,"__hash__":33987},"help\u002Fhelp\u002Fgrowth\u002Fmessaging-wallet-currency.md",{"type":143,"value":33816,"toc":33961},[33817,33827,33831,33834,33877,33883,33888,33892,33895,33903,33907,33913,33916,33920,33930,33932,33936,33939,33943,33950,33954],[146,33818,33819,33820,470,33823,33826],{},"Your messaging balance, the prepaid money your texts and WhatsApp messages use, is kept in Canadian or US dollars. Every amount in the wallet names its dollar, such as ",[161,33821,33822],{},"CA$50",[161,33824,33825],{},"US$50",", so a receipt never leaves you guessing.",[150,33828,33830],{"id":33829},"how-owneli-picks-the-currency","How Owneli picks the currency",[146,33832,33833],{},"The wallet takes your business's currency the first time money goes into it:",[721,33835,33836,33845],{},[724,33837,33838],{},[727,33839,33840,33842],{},[730,33841,16386],{},[730,33843,33844],{},"Wallet currency",[737,33846,33847,33855,33863,33870],{},[727,33848,33849,33852],{},[742,33850,33851],{},"Sells in Canadian dollars",[742,33853,33854],{},"Canadian dollars (CA$)",[727,33856,33857,33860],{},[742,33858,33859],{},"Sells in US dollars",[742,33861,33862],{},"US dollars (US$)",[727,33864,33865,33868],{},[742,33866,33867],{},"Sells in another currency, and is in Canada",[742,33869,33854],{},[727,33871,33872,33875],{},[742,33873,33874],{},"Sells in another currency, anywhere else",[742,33876,33862],{},[146,33878,33879,33880,33882],{},"Your business's currency and country are under ",[161,33881,1011],{},". If you have no country set there, Owneli uses your main location's country.",[146,33884,33885,33886,170],{},"Message prices are set in each currency, and the wallet shows the price of a text, in its own currency, beside ",[161,33887,32448],{},[150,33889,33891],{"id":33890},"the-currency-cant-change-later","The currency can't change later",[146,33893,33894],{},"Once your wallet has its first top-up, or any other entry, its currency is fixed for good. Owneli never converts a balance from one dollar to the other, so changing your currency or country afterwards doesn't change the wallet.",[598,33896,33897],{},[146,33898,33899,33900,33902],{},"If you're setting up a new business, set the right country and currency in ",[161,33901,31270],{}," before your first top-up. A wallet with entries from before Owneli offered Canadian dollars stays in US dollars.",[150,33904,33906],{"id":33905},"sales-tax-on-a-top-up","Sales tax on a top-up",[146,33908,33909,33910,33912],{},"If your billing address is in Canada, the sales tax Owneli collects for your province or territory is added on top of a top-up: GST or HST, plus QST in Quebec. The province in your billing details sets the tax, and the summary shows each tax line and the ",[161,33911,1508],{}," before you pay. No tax is added for a billing address outside Canada.",[146,33914,33915],{},"Your balance gets the top-up amount before tax. For example, a CA$50 top-up billed in Ontario charges your card CA$56.50 and adds CA$50 to your balance. The receipt Owneli emails you lists the tax, with Owneli's GST\u002FHST registration number.",[150,33917,33919],{"id":33918},"check-your-currency","Check your currency",[146,33921,1936,33922,5081,33924,33926,33927,33929],{},[161,33923,32442],{},[161,33925,32445],{},". The balance and every line of ",[161,33928,32558],{}," show CA$ or US$.",[150,33931,2846],{"id":2845},[179,33933,33935],{"id":33934},"can-you-switch-my-wallet-to-canadian-dollars","Can you switch my wallet to Canadian dollars?",[146,33937,33938],{},"Not once it has any entries. If the currency looks wrong for your business, contact Owneli support.",[179,33940,33942],{"id":33941},"why-dont-i-see-a-tax-line","Why don't I see a tax line?",[146,33944,33945,33946,33949],{},"Your billing address is outside Canada, or your billing details aren't filled in yet. Add them when you top up: ",[161,33947,33948],{},"Billing details"," asks for your address, and the province sets the tax.",[179,33951,33953],{"id":33952},"can-i-top-up-in-the-phone-app","Can I top up in the phone app?",[146,33955,33956,33957,490,33959,170],{},"No. Top-ups are only on the website. The app shows your balance and history under ",[161,33958,2439],{},[161,33960,4030],{},{"title":359,"searchDepth":23,"depth":23,"links":33962},[33963,33964,33965,33966,33967],{"id":33829,"depth":23,"text":33830},{"id":33890,"depth":23,"text":33891},{"id":33905,"depth":23,"text":33906},{"id":33918,"depth":23,"text":33919},{"id":2845,"depth":23,"text":2846,"children":33968},[33969,33970,33971],{"id":33934,"depth":33,"text":33935},{"id":33941,"depth":33,"text":33942},{"id":33952,"depth":33,"text":33953},"Why your messaging balance shows CA$ or US$, how Owneli picks the currency, why it can't change later, and the sales tax on a Canadian top-up.","i-lucide-coins",[33975,33976,33977,33978,33979,33980,33981],"messaging balance currency","sms credits canadian dollars","why is my balance in us dollars","gst on top up","hst on sms credits","qst messaging","change wallet currency",{},62,[16581,1449],{"title":32404,"description":33972},"help\u002Fgrowth\u002Fmessaging-wallet-currency","x1DZsvC_54Sjj5dFcgLgIisKIA31H_hXJyWCB7bGHB8",{"id":33989,"title":33990,"audience":7,"body":33991,"category":44,"description":34253,"draft":386,"extension":387,"icon":34254,"keywords":34255,"locale":11,"meta":34262,"navigation":398,"order":34263,"path":6686,"related":34264,"seo":34266,"sourceHash":402,"stem":34267,"translationReviewed":386,"updatedAt":2935,"__hash__":34268},"help\u002Fhelp\u002Fclients\u002Fdelete-a-client.md","Delete a client (GDPR erasure)",{"type":143,"value":33992,"toc":34229},[33993,33996,33998,34013,34017,34034,34037,34040,34077,34083,34087,34125,34176,34179,34181,34190,34192,34196,34199,34213,34217,34220,34224],[146,33994,33995],{},"A client with no appointment history can be deleted outright. A client who has visited can't be, because their treatment and financial records must be kept by law. When they ask to be forgotten, you erase their personal data instead, and the records you must keep are locked away.",[150,33997,153],{"id":152},[155,33999,34000,34005],{},[158,34001,34002,34004],{},[161,34003,1421],{}," deleting needs permission to delete clients, and the database only allows admins and owners. Erasing personal data and downloading a client's data are for admins and owners.",[158,34006,34007,2060,34010,34012],{},[161,34008,34009],{},"Duplicates?",[166,34011,2201],{"href":2308}," them instead. Merging keeps the history.",[150,34014,34016],{"id":34015},"delete-a-client-with-no-history","Delete a client with no history",[176,34018,34019,34023,34029,34031],{},[179,34020,34022],{"id":34021},"open-the-client","Open the client",[146,34024,34025,34026,170],{},"Open their profile and select ",[161,34027,34028],{},"Actions → Delete client",[179,34030,519],{"id":518},[146,34032,34033],{},"Check the name and confirm. Deleting can't be undone.",[146,34035,34036],{},"If the client has appointment history, you're told: \"This client has appointment history and cannot be deleted. Merge or archive instead.\" Use erasure, below, if they've asked to be forgotten.",[150,34038,6627],{"id":34039},"give-a-client-a-copy-of-their-data",[176,34041,34042,34046,34050,34054,34061,34065],{},[179,34043,34045],{"id":34044},"open-data-requests","Open Data requests",[146,34047,2168,34048,170],{},[161,34049,6548],{},[179,34051,34053],{"id":34052},"record-how-they-asked","Record how they asked",[146,34055,34056,34057,34060],{},"Choose under ",[161,34058,34059],{},"How did they ask?"," and add a note, such as how you checked it was them.",[179,34062,34064],{"id":34063},"download-it","Download it",[146,34066,1203,34067,1486,34070,34073,34074,170],{},[161,34068,34069],{},"Give them a copy of their data",[161,34071,34072],{},"Download summary"," (a page that opens in any browser and prints to PDF, in the client's language) or ",[161,34075,34076],{},"Download data file (JSON)",[146,34078,34079,34080,170],{},"The copy covers their profile, visits, forms and answers, charts, the list of photos and files, notes, memberships, receipts and messages. Each download is listed under ",[161,34081,34082],{},"Request history",[150,34084,34086],{"id":34085},"erase-a-clients-personal-data","Erase a client's personal data",[176,34088,34089,34092,34099,34103,34106,34108,34117,34119],{},[179,34090,34045],{"id":34091},"open-data-requests-1",[146,34093,2168,34094,7125,34096,170],{},[161,34095,6548],{},[161,34097,34098],{},"Erase their personal data",[179,34100,34102],{"id":34101},"read-what-will-happen","Read what will happen",[146,34104,34105],{},"The panel lists exactly what is erased, what is kept but locked, and what is kept as it is.",[179,34107,277],{"id":276},[146,34109,225,34110,34113,34114,34116],{},[161,34111,34112],{},"Erase personal data",", record ",[161,34115,34059],{},", and add a note if useful.",[179,34118,519],{"id":14795},[146,34120,34121,34122,34124],{},"Type the client's name exactly as shown and select ",[161,34123,34112],{},". This can't be undone, so download their data first if they also asked for a copy.",[721,34126,34127,34136],{},[724,34128,34129],{},[727,34130,34131,34134],{},[730,34132,34133],{},"What",[730,34135,19842],{},[737,34137,34138,34146,34153,34160,34168],{},[727,34139,34140,34143],{},[742,34141,34142],{},"Name, email, phones, date of birth, address, notes, allergies, staff alert, tags and other profile details, and their contact details on quotes, the waitlist, reviews, scheduled emails and campaign lists",[742,34144,34145],{},"Erased now. They show as \"Erased client\", and their marketing consent is withdrawn. Links you sent them to forms and care guides stop working.",[727,34147,34148,34150],{},[742,34149,19716],{},[742,34151,34152],{},"Removed, at the payment processor too",[727,34154,34155,34158],{},[742,34156,34157],{},"Their access to their online account with you",[742,34159,12383],{},[727,34161,34162,34165],{},[742,34163,34164],{},"Signed forms and charts, sign-offs, patch tests, photos and files, visit notes and messages",[742,34166,34167],{},"Kept, but locked. Your team can't open them. An owner or admin can retrieve them for a legal request, and each retrieval is logged.",[727,34169,34170,34173],{},[742,34171,34172],{},"Sales, payments, receipts, memberships, packages, gift cards and loyalty history",[742,34174,34175],{},"Kept as they are, because tax law and legal claims require them",[146,34177,34178],{},"The request, who handled it and the outcome are recorded on the client and in the audit log.",[150,34180,306],{"id":305},[146,34182,32142,34183,34186,34187,34189],{},[161,34184,34185],{},"Personal data erased on"," and the date, and the client appears as \"Erased client\". ",[161,34188,34082],{}," lists the erasure and any downloads.",[150,34191,317],{"id":316},[179,34193,34195],{"id":34194},"this-client-cannot-be-erased-yet","\"This client cannot be erased yet\"",[146,34197,34198],{},"The panel says why. It may be one of these:",[155,34200,34201,34204,34207,34210],{},[158,34202,34203],{},"They have upcoming appointments, or are booked into an upcoming class: cancel them first.",[158,34205,34206],{},"They have an active membership or subscription: end it first.",[158,34208,34209],{},"Their records are under a legal hold.",[158,34211,34212],{},"They've already been erased.",[179,34214,34216],{"id":34215},"their-customer-record-at-stripe-could-not-be-deleted","\"Their customer record at Stripe could not be deleted\"",[146,34218,34219],{},"Everything else is done. The note on the request reminds you to remove them at Stripe.",[179,34221,34223],{"id":34222},"is-blocking-the-same-as-deleting","Is blocking the same as deleting?",[146,34225,34226,34227,170],{},"No. Blocking stops online booking and marketing but keeps everything. See ",[166,34228,6728],{"href":6727},{"title":359,"searchDepth":23,"depth":23,"links":34230},[34231,34232,34236,34241,34247,34248],{"id":152,"depth":23,"text":153},{"id":34015,"depth":23,"text":34016,"children":34233},[34234,34235],{"id":34021,"depth":33,"text":34022},{"id":518,"depth":33,"text":519},{"id":34039,"depth":23,"text":6627,"children":34237},[34238,34239,34240],{"id":34044,"depth":33,"text":34045},{"id":34052,"depth":33,"text":34053},{"id":34063,"depth":33,"text":34064},{"id":34085,"depth":23,"text":34086,"children":34242},[34243,34244,34245,34246],{"id":34091,"depth":33,"text":34045},{"id":34101,"depth":33,"text":34102},{"id":276,"depth":33,"text":277},{"id":14795,"depth":33,"text":519},{"id":305,"depth":23,"text":306},{"id":316,"depth":23,"text":317,"children":34249},[34250,34251,34252],{"id":34194,"depth":33,"text":34195},{"id":34215,"depth":33,"text":34216},{"id":34222,"depth":33,"text":34223},"When you can delete a client outright, how to erase a client's personal data when they ask, what is kept and why, and how to give them a copy first.","i-lucide-user-x",[34256,34257,34258,34259,34260,34261],"delete a client","gdpr right to be forgotten","erase client data","client asked to delete their data","can't delete client","export client data gdpr",{},65,[2308,6727,34265],"\u002Fhelp\u002Fsettings\u002Fdata-privacy-and-retention",{"title":33990,"description":34253},"help\u002Fclients\u002Fdelete-a-client","Zwv5ECoOQOTHgiEFUVClKuwhiN4JrXpOEPHFbHMjh4Q",{"id":34270,"title":34271,"audience":7,"body":34272,"category":24,"description":34460,"draft":386,"extension":387,"icon":34461,"keywords":34462,"locale":11,"meta":34468,"navigation":398,"order":34469,"path":15007,"related":34470,"seo":34471,"sourceHash":402,"stem":34472,"translationReviewed":386,"updatedAt":697,"__hash__":34473},"help\u002Fhelp\u002Fcalendar\u002Fdrag-resize-and-rebook-from-the-grid.md","Drag, resize, and rebook straight from the grid",{"type":143,"value":34273,"toc":34440},[34274,34281,34285,34328,34333,34339,34343,34346,34364,34368,34400,34405,34407,34413,34415,34419,34422,34426,34431,34435],[146,34275,34276,34277,34280],{},"The quickest changes happen right on the calendar. Drag a block to move it, pull its bottom edge to change its length, or use ",[161,34278,34279],{},"Rebook client"," to put someone's next visit on any open slot. Times snap to 15 minutes.",[150,34282,34284],{"id":34283},"move-an-appointment-by-dragging","Move an appointment by dragging",[176,34286,34287,34291,34294,34296,34310,34312,34317,34320],{},[179,34288,34290],{"id":34289},"drag-the-block","Drag the block",[146,34292,34293],{},"Drag the appointment to a new time, or into another team member's column to change who does it.",[179,34295,14980],{"id":14979},[146,34297,34298,34299,34302,34303,34306,34307,170],{},"Nothing moves until you confirm. ",[161,34300,34301],{},"New time"," shows the new date and time, who it is with, and ",[161,34304,34305],{},"Slot is available",", or a warning if the slot already has a booking. A visit with several services lists ",[161,34308,34309],{},"What moves",[179,34311,14987],{"id":14986},[146,34313,34314,34316],{},[161,34315,19140],{}," is ticked, so the client gets a message. Untick it if you've already told them.",[179,34318,14997],{"id":34319},"update",[146,34321,225,34322,34324,34325,32152],{},[161,34323,14997],{},". If the new time is outside the team member's shift, tick ",[161,34326,34327],{},"Schedule outside working hours",[542,34329],{"frame":1627,"height":1628,"label":34330,"poster":34331,"src":34332,"width":1632},"Ethan Park's appointment is dragged into the next team member's column, and the New time confirmation opens with Slot is available and a box to notify them.","\u002Fhelp\u002Fcalendar\u002Fdrag-resize-and-rebook-from-the-grid\u002Fdrag.webp","\u002Fhelp\u002Fcalendar\u002Fdrag-resize-and-rebook-from-the-grid\u002Fdrag.mp4",[146,34334,34335,34336,34338],{},"After a move, the confirmation message has ",[161,34337,2212],{},". It puts the appointment back where it was without telling anyone. If someone has taken the old slot since, Undo tells you.",[150,34340,34342],{"id":34341},"change-how-long-it-is","Change how long it is",[146,34344,34345],{},"Drag the handle at the bottom edge of a block up or down. The change saves straight away, with no confirmation, and the client isn't told because the start time hasn't moved.",[155,34347,34348,34358],{},[158,34349,34350,34351,34354,34355,170],{},"If the new length runs past the team member's shift, ",[161,34352,34353],{},"Extends past working hours"," offers ",[161,34356,34357],{},"Resize anyway",[158,34359,34360,34361,170],{},"If it would run into the next booking, it's refused with ",[161,34362,34363],{},"Overlaps the next booking",[150,34365,34367],{"id":34366},"rebook-a-client","Rebook a client",[176,34369,34370,34374,34380,34384,34391,34393],{},[179,34371,34373],{"id":34372},"open-one-of-their-appointments","Open one of their appointments",[146,34375,34376,34377,170],{},"Select any appointment for the client, then ",[161,34378,34379],{},"⋮ → Rebook client",[179,34381,34383],{"id":34382},"pick-a-slot","Pick a slot",[146,34385,34386,34387,34390],{},"A bar at the top reads ",[161,34388,34389],{},"Pick a slot to rebook"," and their name. Go to any date and select an open time in any team member's column.",[179,34392,9847],{"id":9846},[146,34394,34395,34396,4867,34398,170],{},"The booking panel opens with the client and service already filled in, and the team member whose column you chose. Check it and select ",[161,34397,2101],{},[166,34399,9719],{"href":1383},[2888,34401,34402],{},[146,34403,34404],{},"If you start a booking and select somewhere else by mistake, Owneli asks before throwing it away.",[150,34406,306],{"id":305},[146,34408,34409,34410,34412],{},"The block sits in its new place, and ",[161,34411,15241],{}," on the appointment shows the change. A moved appointment keeps its history, payments and forms.",[150,34414,317],{"id":316},[179,34416,34418],{"id":34417},"a-block-wont-drag","A block won't drag",[146,34420,34421],{},"Completed, cancelled and no-show appointments stay where they are. Blocks in a room or equipment column can't be dragged either: drag the one in the team member's column.",[179,34423,34425],{"id":34424},"does-moving-an-appointment-charge-or-refund-anything","Does moving an appointment charge or refund anything?",[146,34427,34428,34429,170],{},"No. Deposits and fees only come into it when you cancel or mark a no-show. See ",[166,34430,14921],{"href":15338},[179,34432,34434],{"id":34433},"can-i-drop-an-appointment-on-a-booked-slot","Can I drop an appointment on a booked slot?",[146,34436,34437,34438,170],{},"Only if your business allows double booking, and the confirmation warns you first. Otherwise the move is refused. See ",[166,34439,10082],{"href":10081},{"title":359,"searchDepth":23,"depth":23,"links":34441},[34442,34448,34449,34454,34455],{"id":34283,"depth":23,"text":34284,"children":34443},[34444,34445,34446,34447],{"id":34289,"depth":33,"text":34290},{"id":14979,"depth":33,"text":14980},{"id":14986,"depth":33,"text":14987},{"id":34319,"depth":33,"text":14997},{"id":34341,"depth":23,"text":34342},{"id":34366,"depth":23,"text":34367,"children":34450},[34451,34452,34453],{"id":34372,"depth":33,"text":34373},{"id":34382,"depth":33,"text":34383},{"id":9846,"depth":33,"text":9847},{"id":305,"depth":23,"text":306},{"id":316,"depth":23,"text":317,"children":34456},[34457,34458,34459],{"id":34417,"depth":33,"text":34418},{"id":34424,"depth":33,"text":34425},{"id":34433,"depth":33,"text":34434},"Move an appointment by dragging it, change its length with the handle at the bottom, undo a move, and book a client's next visit on any open slot.","i-lucide-move",[34463,34464,34465,34466,34467],"drag appointment to new time","make appointment longer calendar","undo appointment move","rebook client next appointment","resize appointment duration",{},70,[15338,1381,10081],{"title":34271,"description":34460},"help\u002Fcalendar\u002Fdrag-resize-and-rebook-from-the-grid","pJFPRaiQJ5ZnfxzHO3BsG__oW06Kxwx9bF0tY1qGJNE",{"id":34475,"title":34476,"audience":7,"body":34477,"category":34,"description":34718,"draft":386,"extension":387,"icon":34719,"keywords":34720,"locale":11,"meta":34727,"navigation":398,"order":34469,"path":1726,"related":34728,"seo":34729,"sourceHash":402,"stem":34730,"translationReviewed":386,"updatedAt":697,"__hash__":34731},"help\u002Fhelp\u002Fcheckout\u002Fredeem-gift-cards-packages-and-memberships.md","Redeem a gift card, package, or membership at checkout",{"type":143,"value":34478,"toc":34695},[34479,34482,34484,34501,34505,34542,34546,34593,34598,34603,34618,34622,34632,34636,34639,34641,34654,34656,34660,34665,34669,34672,34676,34679,34683,34686,34690],[146,34480,34481],{},"Let a client pay with value they already hold: a gift card, a session from a package, a credit or balance from their membership, or account credit. Whatever it doesn't cover stays on the sale for another method.",[150,34483,153],{"id":152},[155,34485,34486,34495],{},[158,34487,34488,34491,34492,34494],{},[161,34489,34490],{},"Packages, memberships and account credit"," belong to a client, so the sale needs that ",[161,34493,120],{}," on it.",[158,34496,34497,34500],{},[161,34498,34499],{},"A gift card"," works for anyone who has its code.",[150,34502,34504],{"id":34503},"redeem-a-gift-card","Redeem a gift card",[176,34506,34507,34511,34518,34522,34535,34537],{},[179,34508,34510],{"id":34509},"choose-gift-card","Choose Gift card",[146,34512,34513,34514,1486,34516,170],{},"On the payment step, under ",[161,34515,1585],{},[161,34517,1500],{},[179,34519,34521],{"id":34520},"enter-the-code","Enter the code",[146,34523,34524,34525,34528,34529,34532,34533,170],{},"Type the 12-character code in ",[161,34526,34527],{},"Gift card code",". Dashes are optional. The card's balance appears, with ",[161,34530,34531],{},"Covers it"," or the amount ",[161,34534,1515],{},[179,34536,1618],{"id":1617},[146,34538,225,34539,34541],{},[161,34540,1623],{},". The card pays up to its balance. Anything left stays on the sale: take it with the next method.",[150,34543,34545],{"id":34544},"redeem-a-package-session-or-membership-credit","Redeem a package session or membership credit",[176,34547,34548,34552,34571,34575,34578,34581],{},[179,34549,34551],{"id":34550},"choose-the-benefit","Choose the benefit",[146,34553,34513,34554,1486,34556,470,34558,2079,34560,34562,34563,2079,34566,16446,34568,170],{},[161,34555,1585],{},[161,34557,1734],{},[161,34559,1737],{},[161,34561,1734],{}," shows how many sessions are left, such as ",[161,34564,34565],{},"3 sessions left",[161,34567,1737],{},[161,34569,34570],{},"credit",[179,34572,34574],{"id":34573},"pick-which-one-if-theres-a-choice","Pick which one, if there's a choice",[146,34576,34577],{},"If the client holds more than one that fits, pick the one to use. It covers the matching service on the sale.",[179,34579,1618],{"id":34580},"charge-it-1",[146,34582,34583,34584,34586,34587,263,34589,34592],{},"A card below shows the package or membership, ",[161,34585,25780],{}," the matching service, and the amount it takes off. Select ",[161,34588,12293],{},[161,34590,34591],{},"Redeem 1 credit"," for a membership. One session comes off the client's package or membership.",[146,34594,34595,34597],{},[161,34596,1740],{}," works the same way for a membership that adds money to a wallet each period: it pays like store credit, up to the balance.",[554,34599],{"alt":34600,"height":549,"src":34601,"width":34602},"The Method choices on the payment step for a client with a membership and a saved card: Visa ending 4242 (Card on file) chosen first, then External terminal, Cash, Check, Gift card, Membership with credit under it, and Self checkout.","\u002Fhelp\u002Fcheckout\u002Fredeem-gift-cards-packages-and-memberships\u002Fmethods.webp",708,[2888,34604,34605],{},[146,34606,34607,34608,3466,34611,34614,34615,170],{},"Selling a package and using its first session in the same visit? The cart offers ",[161,34609,34610],{},"Cover with a package",[161,34612,34613],{},"Cover",", and the service line shows ",[161,34616,34617],{},"Package benefit · $0",[150,34619,34621],{"id":34620},"use-account-credit","Use account credit",[146,34623,34624,34625,34628,34629,34631],{},"When a client has account credit, such as a referral reward or a left-over deposit, the payment step shows ",[161,34626,34627],{},"Available credit"," with the amount. Select ",[161,34630,1166],{}," to use it.",[150,34633,34635],{"id":34634},"tips-are-paid-separately","Tips are paid separately",[146,34637,34638],{},"Packages, memberships, membership balances and account credit pay for the visit, never the tip. A tip on a fully covered visit is left on the sale, so the client can still add one by card or cash.",[150,34640,306],{"id":305},[146,34642,34643,34644,34646,34647,490,34649,470,34651,34653],{},"Each redemption prints on the receipt as its own payment line: ",[161,34645,1500],{}," with the balance left, ",[161,34648,1734],{},[161,34650,1737],{},[161,34652,1740],{},". The client's package or membership shows one session fewer.",[150,34655,317],{"id":316},[179,34657,34659],{"id":34658},"package-or-membership-isnt-offered","Package or Membership isn't offered",[146,34661,34662,34663,170],{},"There's no client on the sale, the package or membership has expired or been used up, nothing on the sale is covered by it, or it isn't valid at this location. A membership with a failed renewal payment is locked until the payment is sorted. See ",[166,34664,4393],{"href":4392},[179,34666,34668],{"id":34667},"the-gift-card-is-refused","The gift card is refused",[146,34670,34671],{},"The message says why: no card with that code, the card has expired or been cancelled, it has no balance left, or it isn't valid at this location.",[179,34673,34675],{"id":34674},"gift-card-isnt-in-the-list-at-all","Gift card isn't in the list at all",[146,34677,34678],{},"The sale is selling a gift card. A gift card can't be paid for with another gift card, because moving value between cards that way leaves no trail.",[179,34680,34682],{"id":34681},"someone-elses-package","Someone else's package",[146,34684,34685],{},"Packages and memberships belong to the client on the sale; the till won't use another client's. Gift cards are different: whoever has the code can spend it.",[179,34687,34689],{"id":34688},"a-redeemed-session-needs-to-go-back","A redeemed session needs to go back",[146,34691,34692,34693,170],{},"Refund the sale. A whole-sale refund returns the session or credit to the client. See ",[166,34694,1440],{"href":1439},{"title":359,"searchDepth":23,"depth":23,"links":34696},[34697,34698,34703,34708,34709,34710,34711],{"id":152,"depth":23,"text":153},{"id":34503,"depth":23,"text":34504,"children":34699},[34700,34701,34702],{"id":34509,"depth":33,"text":34510},{"id":34520,"depth":33,"text":34521},{"id":1617,"depth":33,"text":1618},{"id":34544,"depth":23,"text":34545,"children":34704},[34705,34706,34707],{"id":34550,"depth":33,"text":34551},{"id":34573,"depth":33,"text":34574},{"id":34580,"depth":33,"text":1618},{"id":34620,"depth":23,"text":34621},{"id":34634,"depth":23,"text":34635},{"id":305,"depth":23,"text":306},{"id":316,"depth":23,"text":317,"children":34712},[34713,34714,34715,34716,34717],{"id":34658,"depth":33,"text":34659},{"id":34667,"depth":33,"text":34668},{"id":34674,"depth":33,"text":34675},{"id":34681,"depth":33,"text":34682},{"id":34688,"depth":33,"text":34689},"Pay a sale with a gift card, a prepaid package session, a membership credit or balance, or account credit, and see what each one can't cover.","i-lucide-wallet-cards",[34721,34722,34723,34724,34725,34726],"redeem gift card at checkout","use package session","membership credit at pos","account credit","gift card doesn't cover the full amount","package not showing",{},[1891,1603,3270],{"title":34476,"description":34718},"help\u002Fcheckout\u002Fredeem-gift-cards-packages-and-memberships","T7dfg8LpAneYzlmpcqyWvfwQdEbV3Uk2VEiW9T_CdPk",{"id":34733,"title":34734,"audience":7,"body":34735,"category":44,"description":34896,"draft":386,"extension":387,"icon":34897,"keywords":34898,"locale":11,"meta":34904,"navigation":398,"order":34469,"path":16192,"related":34905,"seo":34906,"sourceHash":402,"stem":34907,"translationReviewed":386,"updatedAt":9086,"__hash__":34908},"help\u002Fhelp\u002Fclients\u002Fbuild-an-email-with-the-ai-helper.md","Build an email or form with the AI helper",{"type":143,"value":34736,"toc":34879},[34737,34740,34742,34760,34764,34816,34820,34833,34839,34844,34846,34854,34856,34860,34865,34869,34872,34876],[146,34738,34739],{},"Instead of building a template piece by piece, describe it, for example \"a warm follow-up for first-time facial clients with an after-care reminder\", and the AI drafts it while you watch. The AI never sends or publishes anything: you review it and save it.",[150,34741,153],{"id":152},[155,34743,34744,34755],{},[158,34745,34746,1473,34749,21974,34751,34754],{},[161,34747,34748],{},"An admin turns it on",[161,34750,14176],{},[161,34752,34753],{},"AI Template Studio",". Until then, you're told it isn't enabled.",[158,34756,34757,34759],{},[161,34758,1421],{}," anyone who can manage email templates or forms.",[150,34761,34763],{"id":34762},"draft-an-email","Draft an email",[176,34765,34766,34770,34778,34782,34791,34795,34798,34802,34805,34807],{},[179,34767,34769],{"id":34768},"open-template-studio","Open Template Studio",[146,34771,1936,34772,15846,34774,15850,34776,170],{},[161,34773,15845],{},[161,34775,15849],{},[161,34777,17068],{},[179,34779,34781],{"id":34780},"describe-the-email","Describe the email",[146,34783,34784,34785,470,34788,34790],{},"Type what you need: who it's for, the tone, and what it must say. Or pick a starting idea such as ",[161,34786,34787],{},"Welcome",[161,34789,16018],{},". Press Enter to send.",[179,34792,34794],{"id":34793},"watch-the-draft","Watch the draft",[146,34796,34797],{},"The email appears beside the conversation as a real preview, in your brand.",[179,34799,34801],{"id":34800},"ask-for-changes","Ask for changes",[146,34803,34804],{},"Reply with what to change, such as \"shorter\" or \"mention the 24-hour cancellation policy\". Each reply updates the draft.",[179,34806,9204],{"id":9203},[146,34808,225,34809,34812,34813,34815],{},[161,34810,34811],{},"Save Template",". It becomes an ordinary ",[166,34814,16183],{"href":16190}," you can edit and send.",[150,34817,34819],{"id":34818},"draft-a-form","Draft a form",[146,34821,426,34822,1486,34824,34826,34827,34829,34830,170],{},[161,34823,13731],{},[161,34825,14168],{}," to open Form Studio. Describe the form, or attach a photo or PDF of a paper form (up to 20 MB) and ask it to recreate it. Select ",[161,34828,14172],{},", then finish it in the ",[166,34831,34832],{"href":10439},"form builder",[146,34834,34835,34836,170],{},"There's a matching helper for ",[166,34837,34838],{"href":17082},"workplace policies",[598,34840,34841],{},[146,34842,34843],{},"The AI drafts; you're the author. Read the whole draft before saving, especially anything about policy, prices or medical advice. A confident-sounding wrong sentence is still wrong.",[150,34845,306],{"id":305},[146,34847,34848,34849,34851,34852,170],{},"The saved email appears on the ",[161,34850,15849],{}," tab, and the saved form under ",[161,34853,13731],{},[150,34855,317],{"id":316},[179,34857,34859],{"id":34858},"ai-template-studio-not-enabled","\"AI Template Studio not enabled\"",[146,34861,34862,34863,170],{},"Ask an admin to turn it on under ",[161,34864,14176],{},[179,34866,34868],{"id":34867},"does-the-ai-send-anything-to-clients","Does the AI send anything to clients?",[146,34870,34871],{},"No. It only drafts. Sending is always a separate step you take yourself.",[179,34873,34875],{"id":34874},"can-it-change-a-template-i-already-have","Can it change a template I already have?",[146,34877,34878],{},"Describe the change and save the result as a new template. For small changes, the normal editor is quicker.",{"title":359,"searchDepth":23,"depth":23,"links":34880},[34881,34882,34889,34890,34891],{"id":152,"depth":23,"text":153},{"id":34762,"depth":23,"text":34763,"children":34883},[34884,34885,34886,34887,34888],{"id":34768,"depth":33,"text":34769},{"id":34780,"depth":33,"text":34781},{"id":34793,"depth":33,"text":34794},{"id":34800,"depth":33,"text":34801},{"id":9203,"depth":33,"text":9204},{"id":34818,"depth":23,"text":34819},{"id":305,"depth":23,"text":306},{"id":316,"depth":23,"text":317,"children":34892},[34893,34894,34895],{"id":34858,"depth":33,"text":34859},{"id":34867,"depth":33,"text":34868},{"id":34874,"depth":33,"text":34875},"Describe the email template or form you need in plain words, let the AI draft it, then review and save it yourself.","i-lucide-sparkles",[34899,34900,34901,34902,14265,34903],"ai email builder","generate email template","ai form builder","create intake form with ai","ai helper not available",{},[16190,10439,17082],{"title":34734,"description":34896},"help\u002Fclients\u002Fbuild-an-email-with-the-ai-helper","pb6O99yQR-ntuE29q4JWTKxtrFVMYPUguHoHVINm6Ek",{"id":34910,"title":1349,"audience":7,"body":34911,"category":14,"description":35083,"draft":386,"extension":387,"icon":25044,"keywords":35084,"locale":11,"meta":35091,"navigation":398,"order":34469,"path":1348,"related":35092,"seo":35093,"sourceHash":402,"stem":35094,"translationReviewed":386,"updatedAt":2935,"__hash__":35095},"help\u002Fhelp\u002Fgetting-started\u002Fswitch-between-locations.md",{"type":143,"value":34912,"toc":35068},[34913,34916,34918,34921,34925,34939,34942,34945,34951,34956,34960,34967,34984,34988,35031,35040,35042,35046,35052,35056,35059,35063],[146,34914,34915],{},"When your business has more than one location, the location pill in the top bar decides which location you're looking at. Switch it and the calendar, the till, stock and reports follow.",[150,34917,153],{"id":152},[146,34919,34920],{},"You only see the switcher when you can reach more than one location. Owners, admins and managers see every location; other team members see the ones they work at.",[150,34922,34924],{"id":34923},"switch-location","Switch location",[176,34926,34927,34931,34934,34936],{},[179,34928,34930],{"id":34929},"open-the-location-pill","Open the location pill",[146,34932,34933],{},"Select the pill in the top bar. It shows the location you're looking at now, next to its colour dot.",[179,34935,17258],{"id":17257},[146,34937,34938],{},"Select the location you want. The page reloads its data for that location.",[146,34940,34941],{},"Owneli remembers your choice on this device, so you don't pick again every morning.",[150,34943,2082],{"id":34944},"all-locations",[146,34946,34947,34948,34950],{},"Owners, admins and managers also get ",[161,34949,2082],{},", which adds every location together. Use it on lists and reports when you want the whole business.",[146,34952,9094,34953,34955],{},[161,34954,2358],{}," always shows one location at a time, because a day grid with two locations' columns would be unreadable. It has its own location switcher in its toolbar.",[150,34957,34959],{"id":34958},"tell-locations-apart","Tell locations apart",[146,34961,34962,34963,34966],{},"Each location has a colour and a short code of one to three letters, such as ",[161,34964,34965],{},"DT"," for Downtown. They show wherever a record belongs to a location: calendar blocks, sale and appointment rows, panels and search results. The code always sits beside the colour, so you never rely on colour alone.",[146,34968,34969,34970,34972,34973,4409,34975,34977,34978,34981,34982,170],{},"An admin sets them in ",[161,34971,10915],{},": open the location's ",[161,34974,1855],{},[161,34976,24991],{},". They're under ",[161,34979,34980],{},"Colour and short code shown across the app",", on the first step. See ",[166,34983,10923],{"href":10922},[150,34985,34987],{"id":34986},"whats-per-location-and-whats-shared","What's per location and what's shared",[721,34989,34990,34998],{},[724,34991,34992],{},[727,34993,34994,34996],{},[730,34995,24874],{},[730,34997,24877],{},[737,34999,35000,35007,35015,35023],{},[727,35001,35002,35005],{},[742,35003,35004],{},"Appointments and the calendar",[742,35006,1939],{},[727,35008,35009,35012],{},[742,35010,35011],{},"Sales and the cash drawer",[742,35013,35014],{},"Services and products (each location can have its own prices)",[727,35016,35017,35020],{},[742,35018,35019],{},"Stock levels",[742,35021,35022],{},"Forms, email templates and policies",[727,35024,35025,35028],{},[742,35026,35027],{},"Shifts and working hours",[742,35029,35030],{},"Your team",[146,35032,35033,35034,35036,35037,35039],{},"A client who visits two locations is one client with one history. The ",[161,35035,1939],{}," list follows the location pill: it shows the clients who belong to that location, by their home location or because they booked or bought there. Its location chip widens the list to ",[161,35038,2082],{}," or narrows it to another one.",[150,35041,317],{"id":316},[179,35043,35045],{"id":35044},"a-report-or-list-looks-short","A report or list looks short",[146,35047,35048,35049,35051],{},"Check the location pill first. \"Missing\" sales are usually at the other location. Switch to ",[161,35050,2082],{}," if you can.",[179,35053,35055],{"id":35054},"i-cant-see-the-location-switcher","I can't see the location switcher",[146,35057,35058],{},"Either your business has one location, or you only work at one. Ask an admin to add you to the other location if you work there.",[179,35060,35062],{"id":35061},"i-cant-choose-all-locations","I can't choose All locations",[146,35064,35065,35067],{},[161,35066,2082],{}," is for owners, admins and managers. If your role is limited to its own location, you see just yours.",{"title":359,"searchDepth":23,"depth":23,"links":35069},[35070,35071,35075,35076,35077,35078],{"id":152,"depth":23,"text":153},{"id":34923,"depth":23,"text":34924,"children":35072},[35073,35074],{"id":34929,"depth":33,"text":34930},{"id":17257,"depth":33,"text":17258},{"id":34944,"depth":23,"text":2082},{"id":34958,"depth":23,"text":34959},{"id":34986,"depth":23,"text":34987},{"id":316,"depth":23,"text":317,"children":35079},[35080,35081,35082],{"id":35044,"depth":33,"text":35045},{"id":35054,"depth":33,"text":35055},{"id":35061,"depth":33,"text":35062},"Change which location you're looking at, read each location's colour and code, and know what is per location and what is shared.",[35085,35086,35087,35088,35089,35090],"switch location","change branch","all locations view","multi location salon","location colour code","sales missing from report",{},[10922,2308,1381],{"title":1349,"description":35083},"help\u002Fgetting-started\u002Fswitch-between-locations","aBZYipwBhKbVEO4-Ws22gRjyOc1bvIBjCzgD4VVH8Y4",{"id":35097,"title":2736,"audience":7,"body":35098,"category":84,"description":35318,"draft":386,"extension":387,"icon":34897,"keywords":35319,"locale":11,"meta":35325,"navigation":398,"order":34469,"path":2735,"related":35326,"seo":35327,"sourceHash":402,"stem":35328,"translationReviewed":386,"updatedAt":6282,"__hash__":35329},"help\u002Fhelp\u002Fgrowth\u002Fmeet-oryx-your-ai-assistant.md",{"type":143,"value":35099,"toc":35301},[35100,35103,35105,35112,35116,35145,35149,35212,35215,35219,35251,35258,35262,35271,35273,35276,35278,35282,35285,35289,35292,35296],[146,35101,35102],{},"Oryx is the AI assistant built into Owneli. Ask it about your business and it looks up the answer in your own data, explains how the app works, takes you to the right screen, and drafts emails, forms, policies and campaigns for you to check. It prepares; a person does anything that matters.",[150,35104,153],{"id":152},[155,35106,35107],{},[158,35108,35109,35111],{},[161,35110,1421],{}," admins and owners, when the AI assistant is switched on for your business.",[150,35113,35115],{"id":35114},"ask-oryx-something","Ask Oryx something",[176,35117,35118,35122,35127,35131,35138,35142],{},[179,35119,35121],{"id":35120},"open-oryx","Open Oryx",[146,35123,225,35124,35126],{},[161,35125,2723],{}," in the top bar, or press ⌘J (Ctrl+J on Windows).",[179,35128,35130],{"id":35129},"ask-in-your-own-words","Ask in your own words",[146,35132,35133,35134,170],{},"Type a question, such as \"What does my day look like tomorrow?\" or \"How did sales look last week?\". You can also add a PDF or a photo for it to read or summarise, or speak instead of typing. See ",[166,35135,35137],{"href":35136},"\u002Fhelp\u002Fgrowth\u002Foryx-voice-input","Talk to Oryx instead of typing",[179,35139,35141],{"id":35140},"use-the-answer","Use the answer",[146,35143,35144],{},"Oryx replies with the figures it found, links to the right screen, or a draft to open and edit.",[150,35146,35148],{"id":35147},"what-oryx-can-do","What Oryx can do",[721,35150,35151,35161],{},[724,35152,35153],{},[727,35154,35155,35158],{},[730,35156,35157],{},"Job",[730,35159,35160],{},"Examples",[737,35162,35163,35173,35183,35193,35203],{},[727,35164,35165,35170],{},[742,35166,35167],{},[161,35168,35169],{},"Find",[742,35171,35172],{},"\"Find Jordan Hayes\", \"What's on Nicole's schedule tomorrow?\", \"How much is the Hydrafacial?\"",[727,35174,35175,35180],{},[742,35176,35177],{},[161,35178,35179],{},"Answer",[742,35181,35182],{},"\"How did revenue look last week?\", \"What's our cancellation policy?\"",[727,35184,35185,35190],{},[742,35186,35187],{},[161,35188,35189],{},"Explain",[742,35191,35192],{},"\"How do I add a service?\", from Owneli's own help articles",[727,35194,35195,35200],{},[742,35196,35197],{},[161,35198,35199],{},"Go",[742,35201,35202],{},"\"Take me to gift cards\", with a link you can tap",[727,35204,35205,35209],{},[742,35206,35207],{},[161,35208,10586],{},[742,35210,35211],{},"An email, a form, a policy or a campaign, always as a draft you edit and send yourself",[146,35213,35214],{},"Figures come from real lookups in your data, limited to what your role can see. If it finds nothing, it says so rather than guessing. Long lists are cut short, usually to 10 rows, and it tells you when.",[150,35216,35218],{"id":35217},"what-oryx-never-does","What Oryx never does",[155,35220,35221,35227,35233,35239,35245],{},[158,35222,35223,35226],{},[161,35224,35225],{},"Move money:"," no charges, refunds or gift card changes.",[158,35228,35229,35232],{},[161,35230,35231],{},"Send anything:"," campaigns stay drafts, and it never switches on an automation.",[158,35234,35235,35238],{},[161,35236,35237],{},"Delete or cancel:"," it takes you to the screen so you decide.",[158,35240,35241,35244],{},[161,35242,35243],{},"Change settings or access:"," it can read settings, not change them.",[158,35246,35247,35250],{},[161,35248,35249],{},"Read clinical charts:"," client lookups return day-to-day details only.",[598,35252,35253],{},[146,35254,35255,35256,170],{},"A campaign Oryx drafts hasn't been sent. It opens in the campaign editor, where consent rules, quiet hours and your own review still apply. See ",[166,35257,9010],{"href":9009},[150,35259,35261],{"id":35260},"teach-it-your-words","Teach it your words",[146,35263,35264,35265,16425,35267,35270],{},"If your team calls something by its own name, such as \"the studio\" for a room, add it under ",[161,35266,14176],{},[161,35268,35269],{},"What Oryx knows about your words",". Oryx reads the list before every answer. It holds up to 50 words.",[150,35272,306],{"id":305},[146,35274,35275],{},"Ask \"Give me a snapshot of the business this month.\" Oryx answers with your figures and the dates they cover.",[150,35277,317],{"id":316},[179,35279,35281],{"id":35280},"i-dont-see-ask-oryx","I don't see Ask Oryx",[146,35283,35284],{},"Only admins and owners have it, and the AI assistant must be on for your business.",[179,35286,35288],{"id":35287},"oryx-unavailable","\"Oryx unavailable\"",[146,35290,35291],{},"The assistant couldn't start or reached its limit for the hour. Try again shortly.",[179,35293,35295],{"id":35294},"can-i-rely-on-its-numbers","Can I rely on its numbers?",[146,35297,35298,35299],{},"They're read from your live data when you ask. For anything you'll act on financially, check the matching report. See ",[166,35300,3239],{"href":3238},{"title":359,"searchDepth":23,"depth":23,"links":35302},[35303,35304,35309,35310,35311,35312,35313],{"id":152,"depth":23,"text":153},{"id":35114,"depth":23,"text":35115,"children":35305},[35306,35307,35308],{"id":35120,"depth":33,"text":35121},{"id":35129,"depth":33,"text":35130},{"id":35140,"depth":33,"text":35141},{"id":35147,"depth":23,"text":35148},{"id":35217,"depth":23,"text":35218},{"id":35260,"depth":23,"text":35261},{"id":305,"depth":23,"text":306},{"id":316,"depth":23,"text":317,"children":35314},[35315,35316,35317],{"id":35280,"depth":33,"text":35281},{"id":35287,"depth":33,"text":35288},{"id":35294,"depth":33,"text":35295},"Ask Oryx about your business, have it explain the app or take you to a screen, and get drafts to review, plus what it will never do.",[35320,35321,35322,35323,35324],"oryx ai assistant","ai draft campaign","ask ai about my business","ai concierge owneli","what can oryx do",{},[9009,16190,10439,35136],{"title":2736,"description":35318},"help\u002Fgrowth\u002Fmeet-oryx-your-ai-assistant","pJbBWuGfC83Jx13HOKlYOM_z6Sc2mr033dOJr-7g6N0",{"id":35331,"title":27928,"audience":120,"body":35332,"category":135,"description":35446,"draft":386,"extension":387,"icon":34897,"keywords":35447,"locale":11,"meta":35453,"navigation":398,"order":34469,"path":3745,"related":35454,"seo":35455,"sourceHash":402,"stem":35456,"translationReviewed":386,"updatedAt":404,"__hash__":35457},"help\u002Fhelp\u002Fportal\u002Floyalty-points-and-rewards.md",{"type":143,"value":35333,"toc":35432},[35334,35340,35344,35381,35385,35395,35400,35402,35405,35407,35411,35414,35418,35425,35429],[146,35335,35336,35337,35339],{},"Some businesses reward you with points for your visits. ",[161,35338,3739],{}," in your account shows your points, what they're worth, and the rewards you can use.",[150,35341,35343],{"id":35342},"see-your-points","See your points",[176,35345,35346,35350,35356,35360,35366,35370],{},[179,35347,35349],{"id":35348},"open-loyalty-rewards","Open Loyalty & rewards",[146,35351,28284,35352,28287,35354,28290],{},[161,35353,3739],{},[161,35355,2676],{},[179,35357,35359],{"id":35358},"check-your-balance","Check your balance",[146,35361,35362,35365],{},[161,35363,35364],{},"Your points"," is your balance, with what it's worth at checkout underneath.",[179,35367,35369],{"id":35368},"see-your-tier","See your tier",[146,35371,35372,35373,35376,35377,35380],{},"If the business has tiers, ",[161,35374,35375],{},"Your climb"," shows them as a ladder, with ",[161,35378,35379],{},"You're here"," on your current tier. Higher tiers earn points faster.",[150,35382,35384],{"id":35383},"use-a-reward","Use a reward",[146,35386,35387,35390,35391,35394],{},[161,35388,35389],{},"Your rewards"," lists what you can get, such as money off your visit or a percentage off a service, with its cost in points. Rewards you can afford show ",[161,35392,35393],{},"Ready",". The rest show how many more points you need.",[2453,35396,35397],{},[146,35398,35399],{},"Use your reward when you pay at the business: mention it at checkout and they'll apply it. There's no button to redeem online first.",[150,35401,306],{"id":305},[146,35403,35404],{},"After a visit, your points go up. After you use a reward, they go down by its cost.",[150,35406,317],{"id":316},[179,35408,35410],{"id":35409},"this-account-has-no-client-record","\"This account has no client record\"",[146,35412,35413],{},"Your points are on your record with the business. Sign in with the email you booked with.",[179,35415,35417],{"id":35416},"how-do-i-earn-points-faster","How do I earn points faster?",[146,35419,35420,35421,35424],{},"Reach a higher tier, or ",[166,35422,35423],{"href":3806},"refer a friend"," if the business rewards referrals.",[179,35426,35428],{"id":35427},"do-points-expire","Do points expire?",[146,35430,35431],{},"That depends on the business. Ask them if it isn't shown on the page.",{"title":359,"searchDepth":23,"depth":23,"links":35433},[35434,35439,35440,35441],{"id":35342,"depth":23,"text":35343,"children":35435},[35436,35437,35438],{"id":35348,"depth":33,"text":35349},{"id":35358,"depth":33,"text":35359},{"id":35368,"depth":33,"text":35369},{"id":35383,"depth":23,"text":35384},{"id":305,"depth":23,"text":306},{"id":316,"depth":23,"text":317,"children":35442},[35443,35444,35445],{"id":35409,"depth":33,"text":35410},{"id":35416,"depth":33,"text":35417},{"id":35427,"depth":33,"text":35428},"See your loyalty points, what they're worth and your tier, and use a reward when you pay at the business.",[35448,35449,35450,35451,35452],"check my loyalty points","redeem points salon","loyalty tier","points worth in money","rewards balance",{},[3806,3952],{"title":27928,"description":35446},"help\u002Fportal\u002Floyalty-points-and-rewards","5ta_7G9V9nVIw6aEOsjCxlF-hhiWtfVpj9aBnbqAdcA",{"id":35459,"title":27258,"audience":7,"body":35460,"category":54,"description":35714,"draft":386,"extension":387,"icon":10798,"keywords":35715,"locale":11,"meta":35721,"navigation":398,"order":34469,"path":24564,"related":35722,"seo":35723,"sourceHash":402,"stem":35724,"translationReviewed":386,"updatedAt":697,"__hash__":35725},"help\u002Fhelp\u002Fretail\u002Frun-a-stock-count.md",{"type":143,"value":35461,"toc":35698},[35462,35465,35467,35487,35491,35586,35591,35595,35635,35640,35646,35648,35670,35672,35676,35681,35685,35691,35695],[146,35463,35464],{},"A stock count checks your shelves against your records. You start a count at one location, enter what you find for each product, and complete it. Owneli then corrects stock for every product you counted, all at once, and records each correction in the stock log.",[150,35466,153],{"id":152},[155,35468,35469,35474,35481],{},[158,35470,35471,35473],{},[161,35472,1421],{}," you need permission to manage stock.",[158,35475,35476,35478,35479,170],{},[161,35477,28496],{}," Counts are per location. In the location pill in the top bar, choose the location you're counting, not ",[161,35480,2082],{},[158,35482,35483,35486],{},[161,35484,35485],{},"Count when it's quiet."," The expected figures are taken when you start. If you sell a product after starting but before you count it, its correction will be off by what you sold. Start the count just before you walk the shelves, ideally before opening or after closing.",[150,35488,35490],{"id":35489},"do-a-stock-count","Do a stock count",[176,35492,35493,35497,35513,35517,35563,35567,35576,35580],{},[179,35494,35496],{"id":35495},"start-the-count","Start the count",[146,35498,1936,35499,6442,35502,35505,35506,35509,35510,170],{},[161,35500,35501],{},"Retail → Inventory",[161,35503,35504],{},"Counts"," tab, and select ",[161,35507,35508],{},"Start a count",". It opens with a line for every product whose stock you track, showing what's ",[161,35511,35512],{},"Expected",[179,35514,35516],{"id":35515},"enter-what-you-find","Enter what you find",[146,35518,35519,35520,35523,35524,189,35527,263,35529,35532,35533,2079,35535,35538,35539,4125,35541,7614,35544,35547,35548,35551,35552,490,35554,490,35557,189,35559,35562],{},"Walk the shelves and type the number you find in ",[161,35521,35522],{},"Counted"," for each product. On a phone, use ",[161,35525,35526],{},"−",[161,35528,432],{},[161,35530,35531],{},"Matches"," when the shelf agrees with ",[161,35534,35512],{},[161,35536,35537],{},"Variance"," shows the difference as you go, and the tiles at the top add up how many lines you've ",[161,35540,35522],{},[161,35542,35543],{},"Units off",[161,35545,35546],{},"Value off",". Type in ",[161,35549,35550],{},"Find a product or SKU"," to jump to a product, and use ",[161,35553,22885],{},[161,35555,35556],{},"Uncounted",[161,35558,35537],{},[161,35560,35561],{},"Matched"," to see the lines you need.",[179,35564,35566],{"id":35565},"save-as-you-go","Save as you go",[146,35568,35569,35570,3466,35573,35575],{},"Your count saves itself as you type and shows ",[161,35571,35572],{},"All changes saved",[161,35574,2019],{}," to save straight away. Stock doesn't change yet, so you can leave the count open over a break.",[179,35577,35579],{"id":35578},"complete-the-count","Complete the count",[146,35581,225,35582,35585],{},[161,35583,35584],{},"Complete count",". Every counted product is corrected at once. If anything fails, nothing changes and the count stays open, so you never end up half corrected.",[554,35587],{"alt":35588,"height":35589,"src":35590,"width":712},"A completed stock count at Main: tiles reading Counted 6 of 6, Units off minus 4 and Value off minus $108.00, the Find a product or SKU search, the All, Uncounted, Variance and Matched filters, and product lines showing Expected, Counted and Variance, such as Exfoliating Toner expected 12, counted 12, variance 0.",562,"\u002Fhelp\u002Fretail\u002Frun-a-stock-count\u002Fcount.webp",[150,35592,35594],{"id":35593},"what-completing-changes","What completing changes",[721,35596,35597,35607],{},[724,35598,35599],{},[727,35600,35601,35604],{},[730,35602,35603],{},"Line",[730,35605,35606],{},"Effect on stock",[737,35608,35609,35619,35627],{},[727,35610,35611,35616],{},[742,35612,35613,35614],{},"Counted, matches ",[161,35615,35512],{},[742,35617,35618],{},"No change",[727,35620,35621,35624],{},[742,35622,35623],{},"Counted, different",[742,35625,35626],{},"Stock changes by the difference",[727,35628,35629,35632],{},[742,35630,35631],{},"Left blank",[742,35633,35634],{},"No change. It isn't part of this count.",[2888,35636,35637],{},[146,35638,35639],{},"A blank line never means zero. Type 0 if the shelf is empty. Leaving lines blank is how you count one shelf or category at a time.",[146,35641,35642,35643,170],{},"To throw a count away without changing stock, open it and choose ",[161,35644,35645],{},"Cancel count",[150,35647,306],{"id":305},[146,35649,309,35650,35653,35654,35656,35657,470,35660,35662,35663,35666,35667,35669],{},[161,35651,35652],{},"Count complete"," with the number of corrections. In the ",[161,35655,35504],{}," tab, the count shows ",[161,35658,35659],{},"Reconciled",[161,35661,35537],{},", who counted, and the total difference. ",[161,35664,35665],{},"Reports → Stock movement log"," lists each correction, and ",[161,35668,5960],{}," shows the new figures.",[150,35671,317],{"id":316},[179,35673,35675],{"id":35674},"pick-a-specific-location-to-count","\"Pick a specific location to count\"",[146,35677,35678,35680],{},[161,35679,2082],{}," is selected. Choose one location in the location pill in the top bar, then start again.",[179,35682,35684],{"id":35683},"a-product-is-missing-from-the-count","A product is missing from the count",[146,35686,35687,35688,35690],{},"Only active products with stock tracking turned on are included. Turn on stock tracking for it in ",[161,35689,11065],{},", then start a new count.",[179,35692,35694],{"id":35693},"does-an-open-count-stop-sales","Does an open count stop sales?",[146,35696,35697],{},"No. The till keeps selling. Complete counts promptly so sales don't throw the figures off.",{"title":359,"searchDepth":23,"depth":23,"links":35699},[35700,35701,35707,35708,35709],{"id":152,"depth":23,"text":153},{"id":35489,"depth":23,"text":35490,"children":35702},[35703,35704,35705,35706],{"id":35495,"depth":33,"text":35496},{"id":35515,"depth":33,"text":35516},{"id":35565,"depth":33,"text":35566},{"id":35578,"depth":33,"text":35579},{"id":35593,"depth":23,"text":35594},{"id":305,"depth":23,"text":306},{"id":316,"depth":23,"text":317,"children":35710},[35711,35712,35713],{"id":35674,"depth":33,"text":35675},{"id":35683,"depth":33,"text":35684},{"id":35693,"depth":33,"text":35694},"Count what is on your shelves at one location, compare it with what Owneli expects, and correct stock in one step when you finish.",[24565,35716,35717,35718,35719,35720],"inventory count","stocktake","stock variance","count products on hand","reconcile inventory",{},[24693,24569,24369],{"title":27258,"description":35714},"help\u002Fretail\u002Frun-a-stock-count","k5oA1D3gUiDf475ydRi_Ypgh2vb7WmIk9mThNCRnLqg",{"id":35727,"title":4871,"audience":7,"body":35728,"category":94,"description":36019,"draft":386,"extension":387,"icon":36020,"keywords":36021,"locale":11,"meta":36028,"navigation":398,"order":34469,"path":4870,"related":36029,"seo":36030,"sourceHash":402,"stem":36031,"translationReviewed":386,"updatedAt":2935,"__hash__":36032},"help\u002Fhelp\u002Fsettings\u002Fpayment-policy.md",{"type":143,"value":35729,"toc":36000},[35730,35736,35738,35751,35755,35834,35839,35843,35919,35923,35957,35960,35965,35967,35972,35974,35978,35984,35988,35991,35995],[146,35731,35732,35733,35735],{},"Your payment policy decides what clients commit to when they book: nothing, a card on file, or a deposit, and what a late cancellation or no-show costs them. You set it under ",[161,35734,15370],{},", and a preview shows the exact words clients will read.",[150,35737,153],{"id":152},[155,35739,35740,35744],{},[158,35741,35742,12536],{},[161,35743,1421],{},[158,35745,35746,35748,35749,170],{},[161,35747,32423],{}," A card or deposit rule can't be switched on until online payments are connected. See ",[166,35750,1450],{"href":1449},[150,35752,35754],{"id":35753},"set-your-policy","Set your policy",[176,35756,35757,35761,35765,35769,35781,35785,35792,35796,35811,35815,35821,35825],{},[179,35758,35760],{"id":35759},"open-the-policy","Open the policy",[146,35762,1936,35763,170],{},[161,35764,15370],{},[179,35766,35768],{"id":35767},"choose-what-clients-must-do","Choose what clients must do",[146,35770,1203,35771,1207,35774,490,35776,35778,35779,170],{},[161,35772,35773],{},"When clients book",[161,35775,15406],{},[161,35777,1683],{}," (a card is saved, nothing is charged) or ",[161,35780,15431],{},[179,35782,35784],{"id":35783},"set-the-deposit","Set the deposit",[146,35786,35787,35788,35791],{},"For a deposit, enter the ",[161,35789,35790],{},"Deposit amount"," as a fixed amount or a percentage. It comes off the bill at checkout and is never more than the service price.",[179,35793,35795],{"id":35794},"set-the-fees","Set the fees",[146,35797,1203,35798,5113,35800,35803,35804,7614,35807,35810],{},[161,35799,14940],{},[161,35801,35802],{},"Late cancellation window",", then switch on the ",[161,35805,35806],{},"Late cancellation fee",[161,35808,35809],{},"No-show fee"," and set each amount.",[179,35812,35814],{"id":35813},"choose-when-it-applies","Choose when it applies",[146,35816,35817,35818,35820],{},"Enter an amount in ",[161,35819,15480],{},", or leave it at 0 for every booking.",[179,35822,35824],{"id":35823},"read-the-preview-and-save","Read the preview and save",[146,35826,4489,35827,35830,35831,35833],{},[161,35828,35829],{},"Client preview",". It shows what a client sees on an example service. Select ",[161,35832,3844],{}," in the bar at the bottom; the bar names what you changed.",[554,35835],{"alt":35836,"height":35837,"src":35838,"width":15442},"The Client preview for a card-on-file policy: a card is required with no upfront charge, it applies to all bookings, free cancellation up until 24 hours before the appointment, late cancellation charged 50%, no-shows charged 100%, and the sentence clients read.",308,"\u002Fhelp\u002Fsettings\u002Fpayment-policy\u002Fpreview.webp",[150,35840,35842],{"id":35841},"more-choices","More choices",[721,35844,35845,35853],{},[724,35846,35847],{},[727,35848,35849,35851],{},[730,35850,4168],{},[730,35852,735],{},[737,35854,35855,35875,35892,35902],{},[727,35856,35857,35861],{},[742,35858,35859],{},[161,35860,15490],{},[742,35862,1203,35863,35866,35867,35870,35871,35874],{},[161,35864,35865],{},"Large bookings",", with no policy or a card on file, asks for a deposit when the ",[161,35868,35869],{},"Booking total is at least"," an amount, ",[161,35872,35873],{},"Or the visit is longer than"," a number of hours",[727,35876,35877,35882],{},[742,35878,35879],{},[161,35880,35881],{},"Deposit on a late cancel",[742,35883,35884,35885,35888,35889],{},"For deposits bigger than the fee: ",[161,35886,35887],{},"Keep only the fee"," (the rest goes back automatically, recommended) or ",[161,35890,35891],{},"Keep the whole deposit",[727,35893,35894,35899],{},[742,35895,35896],{},[161,35897,35898],{},"Unused deposits",[742,35900,35901],{},"Unused deposit goes back to the card, or stays as account credit. Staff can change this for one sale at checkout.",[727,35903,35904,35909],{},[742,35905,35906],{},[161,35907,35908],{},"Card fees",[742,35910,35911,35912,4867,35915,170],{},"Recover card fees with ",[161,35913,35914],{},"Surcharging & cash discount",[166,35916,35918],{"href":35917},"\u002Fhelp\u002Fcheckout\u002Fsurcharges-and-service-charges","Card surcharges, cash discounts, and service charges",[150,35920,35922],{"id":35921},"a-different-policy-for-one-service-or-location","A different policy for one service or location",[155,35924,35925,35947],{},[158,35926,35927,35930,35931,35933,35934,7589,35936,490,35938,490,35940,470,35942,35944,35945,170],{},[161,35928,35929],{},"One service:"," open the service, go to its ",[161,35932,2439],{}," section and choose its ",[161,35935,4811],{},[161,35937,4857],{},[161,35939,4860],{},[161,35941,4863],{},[161,35943,4866],{},". It overrides the location's policy for any new booking that includes the service, at any price. See ",[166,35946,4541],{"href":5021},[158,35948,35949,1473,35952,1486,35954,35956],{},[161,35950,35951],{},"One location:",[161,35953,15516],{},[161,35955,29088],{}," on the location and set its own policy.",[146,35958,35959],{},"When the services in one visit disagree, the strictest wins: a deposit beats a card, and a card beats nothing.",[598,35961,35962],{},[146,35963,35964],{},"The policy is applied automatically when clients book online. When your team books from the calendar, they see what the policy asks for and can change it for that one booking. Dropping it to no card means you can't charge that client a fee later.",[150,35966,306],{"id":305},[146,35968,35969,35970,170],{},"Open your booking page in a private window and pick a service the policy covers. Before confirming, you see the deposit or card request and the cancellation terms, the same as ",[161,35971,35829],{},[150,35973,317],{"id":316},[179,35975,35977],{"id":35976},"connect-payments-first","\"Connect payments first\"",[146,35979,35980,35981,35983],{},"Online payments aren't connected. Select ",[161,35982,11075],{}," and finish the setup, then come back.",[179,35985,35987],{"id":35986},"does-changing-the-policy-affect-existing-bookings","Does changing the policy affect existing bookings?",[146,35989,35990],{},"No. Each booking keeps the terms it was made under. The new policy applies to bookings made after you save.",[179,35992,35994],{"id":35993},"when-is-the-no-show-fee-charged","When is the no-show fee charged?",[146,35996,35997,35998,170],{},"When your team marks the no-show and charges it from the appointment. It doesn't happen by itself. See ",[166,35999,10015],{"href":5023},{"title":359,"searchDepth":23,"depth":23,"links":36001},[36002,36003,36011,36012,36013,36014],{"id":152,"depth":23,"text":153},{"id":35753,"depth":23,"text":35754,"children":36004},[36005,36006,36007,36008,36009,36010],{"id":35759,"depth":33,"text":35760},{"id":35767,"depth":33,"text":35768},{"id":35783,"depth":33,"text":35784},{"id":35794,"depth":33,"text":35795},{"id":35813,"depth":33,"text":35814},{"id":35823,"depth":33,"text":35824},{"id":35841,"depth":23,"text":35842},{"id":35921,"depth":23,"text":35922},{"id":305,"depth":23,"text":306},{"id":316,"depth":23,"text":317,"children":36015},[36016,36017,36018],{"id":35976,"depth":33,"text":35977},{"id":35986,"depth":33,"text":35987},{"id":35993,"depth":33,"text":35994},"Choose whether clients add a card or pay a deposit when they book, set late-cancellation and no-show fees, and give a service or location its own policy.","i-lucide-receipt-text",[36022,36023,36024,36025,36026,36027],"require a deposit","no show fee setup","cancellation fee policy","card on file booking","deposit percentage","late cancellation window",{},[1449,5023,15338],{"title":4871,"description":36019},"help\u002Fsettings\u002Fpayment-policy","sbFLq0OtNSDqFXuM9R42u8VY09ijy-u3m6vV0rEpRi8",{"id":36034,"title":18738,"audience":7,"body":36035,"category":74,"description":36241,"draft":386,"extension":387,"icon":36242,"keywords":36243,"locale":11,"meta":36249,"navigation":398,"order":34469,"path":18737,"related":36250,"seo":36251,"sourceHash":402,"stem":36252,"translationReviewed":386,"updatedAt":697,"__hash__":36253},"help\u002Fhelp\u002Fteam\u002Flog-an-employee-incident.md",{"type":143,"value":36036,"toc":36222},[36037,36040,36045,36047,36059,36063,36159,36163,36178,36182,36187,36189,36195,36197,36201,36206,36210,36213,36217],[146,36038,36039],{},"The incident log is a private HR record on each team member's panel: what happened, how serious it was, and what you did about it. Only admins and owners can see it, and the person it's about never does.",[146,36041,36042,36043,1770],{},"For something involving a client, a visitor or the premises, use ",[166,36044,23699],{"href":23970},[150,36046,153],{"id":152},[155,36048,36049,36053],{},[158,36050,36051,12536],{},[161,36052,1421],{},[158,36054,36055,36058],{},[161,36056,36057],{},"Stick to facts."," Write it as you'd want it read in a dispute: what was said or done, when, and nothing you've assumed.",[150,36060,36062],{"id":36061},"log-an-incident","Log an incident",[176,36064,36065,36069,36075,36077,36082,36084,36118,36122,36135,36139,36145,36147],{},[179,36066,36068],{"id":36067},"open-their-incidents","Open their incidents",[146,36070,1936,36071,25096,36073,170],{},[161,36072,2419],{},[161,36074,6869],{},[179,36076,277],{"id":276},[146,36078,225,36079,170],{},[161,36080,36081],{},"Log incident",[179,36083,21720],{"id":21719},[146,36085,7146,36086,1131,36088,490,36091,490,36094,490,36096,490,36099,490,36102,470,36104,16864,36106,1131,36109,490,36112,470,36115,1117],{},[161,36087,3484],{},[161,36089,36090],{},"Attendance",[161,36092,36093],{},"Conduct",[161,36095,7645],{},[161,36097,36098],{},"Safety",[161,36100,36101],{},"Client complaint",[161,36103,15391],{},[161,36105,3333],{},[161,36107,36108],{},"Severity",[161,36110,36111],{},"Minor",[161,36113,36114],{},"Serious",[161,36116,36117],{},"Gross",[179,36119,36121],{"id":36120},"say-when-and-what","Say when and what",[146,36123,3085,36124,36127,36128,36131,36132,170],{},[161,36125,36126],{},"When it happened","; backdate it to the real day, but not into the future. Describe ",[161,36129,36130],{},"What happened",". If it reads like an opinion, you're asked to describe the behaviour instead. Add the ",[161,36133,36134],{},"Action taken (optional)",[179,36136,36138],{"id":36137},"mark-protected-leave","Mark protected leave",[146,36140,11373,36141,36144],{},[161,36142,36143],{},"Protected \u002F excused leave"," for absences that mustn't count against someone, such as documented medical leave or approved leave.",[179,36146,2019],{"id":2018},[146,36148,225,36149,7176,36151,36154,36155,36158],{},[161,36150,36081],{},[161,36152,36153],{},"Incident logged",", and it's listed with ",[161,36156,36157],{},"Logged by"," your name and the date.",[150,36160,36162],{"id":36161},"spot-a-pattern","Spot a pattern",[146,36164,1203,36165,36168,36169,189,36172,193,36175,36177],{},[161,36166,36167],{},"Pattern rule (org-wide)",", set ",[161,36170,36171],{},"Flag after (incidents)",[161,36173,36174],{},"Within (days)",[161,36176,2019],{},". When someone reaches that many incidents of one category in the window, their log says so, for example \"3 attendance incidents in the last 90 days\". Protected leave never counts.",[150,36179,36181],{"id":36180},"export-the-log","Export the log",[146,36183,225,36184,36186],{},[161,36185,3147],{}," to download the person's full record.",[150,36188,306],{"id":305},[146,36190,36191,36192,36194],{},"The incident is at the top of their ",[161,36193,6869],{}," list with its category, severity and date.",[150,36196,317],{"id":316},[179,36198,36200],{"id":36199},"the-incident-date-cant-be-in-the-future","\"The incident date can't be in the future\"",[146,36202,33088,36203,36205],{},[161,36204,36126],{}," to today or earlier.",[179,36207,36209],{"id":36208},"can-the-employee-see-their-log","Can the employee see their log?",[146,36211,36212],{},"No. Whether and how you share it is part of your HR process.",[179,36214,36216],{"id":36215},"should-every-complaint-be-logged","Should every complaint be logged?",[146,36218,36219,36220,170],{},"Log what you'd want a dated record of: a pattern of lateness, a client complaint, a safety issue. A one-off coaching chat usually doesn't need one. A well-kept log also supports any later decision to let someone go. See ",[166,36221,18750],{"href":8736},{"title":359,"searchDepth":23,"depth":23,"links":36223},[36224,36225,36233,36234,36235,36236],{"id":152,"depth":23,"text":153},{"id":36061,"depth":23,"text":36062,"children":36226},[36227,36228,36229,36230,36231,36232],{"id":36067,"depth":33,"text":36068},{"id":276,"depth":33,"text":277},{"id":21719,"depth":33,"text":21720},{"id":36120,"depth":33,"text":36121},{"id":36137,"depth":33,"text":36138},{"id":2018,"depth":33,"text":2019},{"id":36161,"depth":23,"text":36162},{"id":36180,"depth":23,"text":36181},{"id":305,"depth":23,"text":306},{"id":316,"depth":23,"text":317,"children":36237},[36238,36239,36240],{"id":36199,"depth":33,"text":36200},{"id":36208,"depth":33,"text":36209},{"id":36215,"depth":33,"text":36216},"Keep a private, dated HR record of a team member's attendance, conduct or performance issues, spot patterns, and export the log.","i-lucide-flag",[36244,36245,36246,36247,36248],"employee incident log","hr record staff","document staff conduct","staff disciplinary record","incident report team member",{},[23970,8736,3511],{"title":18738,"description":36241},"help\u002Fteam\u002Flog-an-employee-incident","Xpa2aGbwF13bkliPf4jNbXQ75xq-WN-kD73lt-F7F_o",{"id":36255,"title":36256,"audience":7,"body":36257,"category":34,"description":36436,"draft":386,"extension":387,"icon":25044,"keywords":36437,"locale":11,"meta":36443,"navigation":398,"order":36444,"path":36445,"related":36446,"seo":36447,"sourceHash":402,"stem":36448,"translationReviewed":386,"updatedAt":9086,"__hash__":36449},"help\u002Fhelp\u002Fcheckout\u002Fsell-a-plan-valid-at-another-location.md","Sell a membership or package used at another location",{"type":143,"value":36258,"toc":36417},[36259,36262,36264,36278,36282,36327,36333,36337,36375,36381,36387,36389,36395,36397,36401,36410,36414],[146,36260,36261],{},"With more than one location, a membership or package can be limited to the locations where it can be used. You can still sell it anywhere: the till checks with you first, so the client knows where they can use it.",[150,36263,153],{"id":152},[155,36265,36266,36272],{},[158,36267,36268,36271],{},[161,36269,36270],{},"Who can set it up:"," anyone who can manage memberships and packages.",[158,36273,36274,36277],{},[161,36275,36276],{},"Your business has more than one location."," With one location, everything is valid there.",[150,36279,36281],{"id":36280},"choose-where-it-can-be-used","Choose where it can be used",[176,36283,36284,36288,36295,36299,36310,36314,36321,36323],{},[179,36285,36287],{"id":36286},"open-the-plan","Open the plan",[146,36289,1936,36290,470,36292,36294],{},[161,36291,3966],{},[161,36293,12074],{}," and open the one to change.",[179,36296,36298],{"id":36297},"find-valid-at","Find Valid at",[146,36300,36301,36302,36304,36305,36307,36308,170],{},"For a membership, open the ",[161,36303,4120],{}," tab. For a package, open the ",[161,36306,2439],{}," tab. Find ",[161,36309,17654],{},[179,36311,36313],{"id":36312},"choose-the-locations","Choose the locations",[146,36315,3315,36316,263,36318,36320],{},[161,36317,2082],{},[161,36319,17661],{}," and tick each location where it can be used.",[179,36322,2019],{"id":2018},[146,36324,225,36325,170],{},[161,36326,3844],{},[146,36328,36329,36330,36332],{},"Leaving ",[161,36331,17661],{}," with nothing ticked means valid everywhere, so tick at least one.",[150,36334,36336],{"id":36335},"sell-it-at-a-location-where-it-cant-be-used","Sell it at a location where it can't be used",[176,36338,36339,36343,36355,36359,36362,36366],{},[179,36340,36342],{"id":36341},"find-it-in-the-cart","Find it in the cart",[146,36344,27108,36345,1486,36347,470,36349,36351,36352,170],{},[161,36346,1485],{},[161,36348,1494],{},[161,36350,1497],{},". A plan that can't be used here shows where it can, such as ",[161,36353,36354],{},"Valid at Westside",[179,36356,36358],{"id":36357},"select-it","Select it",[146,36360,36361],{},"Select the plan. A message checks with you, for example \"Quarterly VIP is valid at Westside. This sale is at Main. The client can buy it here, but can only use it at Westside.\"",[179,36363,36365],{"id":36364},"add-it","Add it",[146,36367,36368,36369,3466,36372,36374],{},"Tell the client where they can use it, then select ",[161,36370,36371],{},"Add to sale",[161,36373,14764],{}," if they'd rather not.",[554,36376],{"alt":36377,"height":36378,"src":36379,"width":36380},"The till's check before selling a membership valid elsewhere: Quarterly VIP is valid at Westside. This sale is at Main. The client can buy it here, but can only use it at Westside. With Cancel and Add to sale buttons.",196,"\u002Fhelp\u002Fcheckout\u002Fsell-a-plan-valid-at-another-location\u002Fconfirm.webp",512,[146,36382,36383,36384,170],{},"Quotes work the same way. When you add one to a quote, the button reads ",[161,36385,36386],{},"Add to quote",[150,36388,306],{"id":305},[146,36390,36391,36392,36394],{},"The plan is listed under ",[161,36393,1504],{}," in the cart. After the sale, it appears on the client's profile, and it's only offered at checkout at the locations where it's valid.",[150,36396,317],{"id":316},[179,36398,36400],{"id":36399},"the-client-tries-to-use-it-here-and-it-isnt-offered","The client tries to use it here and it isn't offered",[146,36402,36403,36404,36406,36407,170],{},"It isn't valid at this location. Check ",[161,36405,17654],{}," on the plan, or book the visit at a location where it's valid. See ",[166,36408,36409],{"href":1726},"Redeem a gift card, package or membership",[179,36411,36413],{"id":36412},"i-dont-see-valid-at","I don't see Valid at",[146,36415,36416],{},"Your business has only one location, or your role can't edit memberships and packages.",{"title":359,"searchDepth":23,"depth":23,"links":36418},[36419,36420,36426,36431,36432],{"id":152,"depth":23,"text":153},{"id":36280,"depth":23,"text":36281,"children":36421},[36422,36423,36424,36425],{"id":36286,"depth":33,"text":36287},{"id":36297,"depth":33,"text":36298},{"id":36312,"depth":33,"text":36313},{"id":2018,"depth":33,"text":2019},{"id":36335,"depth":23,"text":36336,"children":36427},[36428,36429,36430],{"id":36341,"depth":33,"text":36342},{"id":36357,"depth":33,"text":36358},{"id":36364,"depth":33,"text":36365},{"id":305,"depth":23,"text":306},{"id":316,"depth":23,"text":317,"children":36433},[36434,36435],{"id":36399,"depth":33,"text":36400},{"id":36412,"depth":33,"text":36413},"Choose which locations a membership or package can be used at, and sell one at a location where it can't be used.",[36438,36439,36440,36441,36442],"valid at another location","membership only at one location","package valid at selected locations","sell membership for another branch","where can a package be used",{},72,"\u002Fhelp\u002Fcheckout\u002Fsell-a-plan-valid-at-another-location",[1348,1726,10922],{"title":36256,"description":36436},"help\u002Fcheckout\u002Fsell-a-plan-valid-at-another-location","zDjrpPAz8OJ_dZ7m2SRAFUH2oBbW1Kj1c3ChSL8kP84",{"id":36451,"title":35137,"audience":7,"body":36452,"category":84,"description":36619,"draft":386,"extension":387,"icon":36620,"keywords":36621,"locale":11,"meta":36628,"navigation":398,"order":36444,"path":35136,"related":36629,"seo":36630,"sourceHash":402,"stem":36631,"translationReviewed":386,"updatedAt":6282,"__hash__":36632},"help\u002Fhelp\u002Fgrowth\u002Foryx-voice-input.md",{"type":143,"value":36453,"toc":36600},[36454,36457,36459,36474,36478,36542,36545,36549,36552,36554,36557,36559,36563,36566,36570,36573,36577,36586,36590,36593,36597],[146,36455,36456],{},"Ask Oryx a question out loud, between clients or with your hands full. Oryx writes down what you said in the message box, and you check it and send it.",[150,36458,153],{"id":152},[155,36460,36461,36468],{},[158,36462,36463,36465,36466,170],{},[161,36464,1421],{}," admins and owners, when the AI assistant is switched on for your business. It's the same access as Oryx itself. See ",[166,36467,2736],{"href":2735},[158,36469,36470,36473],{},[161,36471,36472],{},"You need a microphone"," and a browser that can record audio. The first time, your browser asks to use the microphone. Allow it.",[150,36475,36477],{"id":36476},"speak-your-message","Speak your message",[176,36479,36480,36482,36492,36496,36506,36510,36516,36520,36531,36533],{},[179,36481,35121],{"id":35120},[146,36483,225,36484,36486,36487,2728,36489,36491],{},[161,36485,2723],{}," in the top bar, or press ",[2057,36488,2727],{},[2057,36490,2731],{}," (Mac).",[179,36493,36495],{"id":36494},"start-recording","Start recording",[146,36497,36498,36499,36501,36502,36505],{},"Select the microphone, ",[161,36500,36477],{},", beside the message box. A band above it reads ",[161,36503,36504],{},"Recording",", with a timer.",[179,36507,36509],{"id":36508},"say-your-question","Say your question",[146,36511,36512,36513,36515],{},"Speak as you would to a colleague, such as \"How many no-shows did we have last week?\". You have up to 60 seconds; the recording stops by itself at the limit. Select ",[161,36514,14764],{}," to throw it away.",[179,36517,36519],{"id":36518},"stop-and-check-the-words","Stop and check the words",[146,36521,36522,36523,36526,36527,36530],{},"Select the microphone again, ",[161,36524,36525],{},"Stop and transcribe",". After ",[161,36528,36529],{},"Transcribing…",", the words appear in the message box where your cursor was. Fix anything it misheard.",[179,36532,12918],{"id":12917},[146,36534,225,36535,36538,36539,36541],{},[161,36536,36537],{},"Send message",", or press ",[2057,36540,27576],{},". Nothing is sent until you do.",[146,36543,36544],{},"Owneli expects you to speak the language the app is in, but it writes down whatever language it hears.",[150,36546,36548],{"id":36547},"what-happens-to-the-recording","What happens to the recording",[146,36550,36551],{},"The recording is turned into text and then thrown away. It's never saved, and it isn't added to your conversation: only the words you choose to send are. If you leave the page while recording, the microphone switches off.",[150,36553,306],{"id":305},[146,36555,36556],{},"Your words are in the message box, ready to edit, and the recording band has gone.",[150,36558,317],{"id":316},[179,36560,36562],{"id":36561},"microphone-access-was-blocked","\"Microphone access was blocked\"",[146,36564,36565],{},"Your browser was told not to let Owneli use the microphone. Allow it for Owneli in your browser's site settings, then try again.",[179,36567,36569],{"id":36568},"we-didnt-hear-anything","\"We didn't hear anything\"",[146,36571,36572],{},"The recording was silent or very short. Move closer to the microphone and speak for at least a second.",[179,36574,36576],{"id":36575},"transcription-is-unavailable-right-now","\"Transcription is unavailable right now\"",[146,36578,36579,36580,263,36583,36585],{},"The speech service didn't answer. Your recording is kept, so select ",[161,36581,36582],{},"Try again",[161,36584,13224],{}," and type instead.",[179,36587,36589],{"id":36588},"youve-used-this-hours-voice-transcription","\"You've used this hour's voice transcription\"",[146,36591,36592],{},"There's a limit on recordings per hour. Type your message, or try again later.",[179,36594,36596],{"id":36595},"theres-no-microphone-button","There's no microphone button",[146,36598,36599],{},"Your browser can't record audio, or Oryx isn't available to you. Use an up-to-date Chrome, Edge or Safari, and check you're an admin or owner.",{"title":359,"searchDepth":23,"depth":23,"links":36601},[36602,36603,36610,36611,36612],{"id":152,"depth":23,"text":153},{"id":36476,"depth":23,"text":36477,"children":36604},[36605,36606,36607,36608,36609],{"id":35120,"depth":33,"text":35121},{"id":36494,"depth":33,"text":36495},{"id":36508,"depth":33,"text":36509},{"id":36518,"depth":33,"text":36519},{"id":12917,"depth":33,"text":12918},{"id":36547,"depth":23,"text":36548},{"id":305,"depth":23,"text":306},{"id":316,"depth":23,"text":317,"children":36613},[36614,36615,36616,36617,36618],{"id":36561,"depth":33,"text":36562},{"id":36568,"depth":33,"text":36569},{"id":36575,"depth":33,"text":36576},{"id":36588,"depth":33,"text":36589},{"id":36595,"depth":33,"text":36596},"Speak your question to Oryx, check the words it heard, and send them, with what happens to the recording and what to do when it doesn't work.","i-lucide-mic",[36622,36623,36624,36625,36626,36627],"talk to oryx","voice input","speak instead of typing","dictate a message","microphone not working","speech to text",{},[2735],{"title":35137,"description":36619},"help\u002Fgrowth\u002Foryx-voice-input","2r3vKPPdbehe4QCZNi6HGrvSIGbzoVeM2MztXvpGTAM",{"id":36634,"title":6232,"audience":7,"body":36635,"category":34,"description":37016,"draft":386,"extension":387,"icon":19033,"keywords":37017,"locale":11,"meta":37024,"navigation":398,"order":37025,"path":6231,"related":37026,"seo":37027,"sourceHash":402,"stem":37028,"translationReviewed":386,"updatedAt":9086,"__hash__":37029},"help\u002Fhelp\u002Fcheckout\u002Fcard-disputes.md",{"type":143,"value":36636,"toc":36993},[36637,36640,36642,36656,36660,36663,36684,36687,36691,36779,36788,36792,36867,36869,36880,36884,36891,36927,36931,36934,36952,36957,36959,36963,36968,36972,36975,36979,36986,36990],[146,36638,36639],{},"A dispute, also called a chargeback, is a client asking their bank to reverse a card charge. The bank takes the money back straight away and gives you a deadline to send your side. If you don't answer in time, the bank decides for the client.",[150,36641,153],{"id":152},[155,36643,36644,36649],{},[158,36645,36646,36648],{},[161,36647,1421],{}," anyone whose role can issue refunds. Answering a dispute decides whether money goes back, so it's the same permission.",[158,36650,36651,2060,36654,170],{},[161,36652,36653],{},"Where to find them:",[161,36655,33476],{},[150,36657,36659],{"id":36658},"how-you-find-out","How you find out",[146,36661,36662],{},"As soon as the bank opens a dispute, everyone who can issue refunds gets a notification and an email. The dispute also shows:",[155,36664,36665,36678],{},[158,36666,10847,36667,36669,36670,36673,36674,36677],{},[161,36668,312],{},", as ",[161,36671,36672],{},"A client disputed"," and the amount, with a ",[161,36675,36676],{},"Respond"," button;",[158,36679,36680,36681,36683],{},"under ",[161,36682,33476],{},", with a count on the tab.",[146,36685,36686],{},"Reminders follow 5, 2 and 1 day before the deadline until you respond. From 2 days out, Owneli support is copied in too.",[150,36688,36690],{"id":36689},"answer-a-dispute","Answer a dispute",[176,36692,36693,36695,36706,36710,36720,36724,36727,36731,36740,36744,36760,36762,36771,36773],{},[179,36694,3052],{"id":3051},[146,36696,1936,36697,2079,36699,36701,36702,36705],{},[161,36698,33476],{},[161,36700,30664],{}," shows the ones waiting on you, with the deadline, such as ",[161,36703,36704],{},"Respond within 5 days",". Select the dispute.",[179,36707,36709],{"id":36708},"read-what-the-bank-wants","Read what the bank wants",[146,36711,36712,36713,470,36716,36719],{},"The tip at the top is based on the client's reason, such as ",[161,36714,36715],{},"Charged twice",[161,36717,36718],{},"Charge not recognised",". It says what to show.",[179,36721,36723],{"id":36722},"check-the-evidence","Check the evidence",[146,36725,36726],{},"Owneli has already gathered what it holds about the charge. The table below lists what's included.",[179,36728,36730],{"id":36729},"explain-what-happened","Explain what happened",[146,36732,1203,36733,36736,36737,36739],{},[161,36734,36735],{},"Your response",", write in ",[161,36738,36730],{},", in plain words, what the charge was for and why it's valid. This goes first in what the bank reads.",[179,36741,36743],{"id":36742},"attach-any-extra-files","Attach any extra files",[146,36745,225,36746,36749,36750,1083,36753,470,36756,36759],{},[161,36747,36748],{},"Attach a file"," and choose its ",[161,36751,36752],{},"Kind of file",[161,36754,36755],{},"Messages with the client",[161,36757,36758],{},"Signed or posted policy",". Files can be PDF, JPG or PNG, up to 3 MB each. A new file of the same kind replaces the old one.",[179,36761,13804],{"id":13803},[146,36763,225,36764,36767,36768,36770],{},[161,36765,36766],{},"Preview what the bank receives"," to see the summary exactly as it will be sent. Select ",[161,36769,3416],{}," to finish later.",[179,36772,12918],{"id":12917},[146,36774,225,36775,36778],{},[161,36776,36777],{},"Send response to the bank"," and confirm. Once it's sent, nothing more can be added.",[2888,36780,36781],{},[146,36782,36783,36784,36787],{},"If the client really is owed the money, select ",[161,36785,36786],{},"Accept dispute",". It ends the dispute now instead of waiting weeks for a decision you won't win.",[150,36789,36791],{"id":36790},"whats-gathered-for-you","What's gathered for you",[721,36793,36794,36803],{},[724,36795,36796],{},[727,36797,36798,36800],{},[730,36799,3686],{},[730,36801,36802],{},"What it holds",[737,36804,36805,36815,36825,36834,36844,36857],{},[727,36806,36807,36812],{},[742,36808,36809],{},[161,36810,36811],{},"The charge",[742,36813,36814],{},"What it was for, the card, who took it, and the tip with who entered it",[727,36816,36817,36822],{},[742,36818,36819],{},[161,36820,36821],{},"The booking and the policy the client agreed to",[742,36823,36824],{},"When and how they booked, the exact policy, when they agreed and from which IP address",[727,36826,36827,36831],{},[742,36828,36829],{},[161,36830,36130],{},[742,36832,36833],{},"Check-in, completion, no-show or cancellation, and who recorded it",[727,36835,36836,36841],{},[742,36837,36838],{},[161,36839,36840],{},"What the client was sent",[742,36842,36843],{},"Confirmations, reminders, receipts and fee notices, with the times they were sent",[727,36845,36846,36854],{},[742,36847,36848,189,36851],{},[161,36849,36850],{},"Messages from the client",[161,36852,36853],{},"Forms the client signed",[742,36855,36856],{},"From your inbox and their forms",[727,36858,36859,36864],{},[742,36860,36861],{},[161,36862,36863],{},"Other charges to this client around the same time",[742,36865,36866],{},"So \"charged twice\" can be answered with two separate bookings",[150,36868,306],{"id":305},[146,36870,36871,36872,36875,36876,36879],{},"The dispute moves to ",[161,36873,36874],{},"With the bank"," and shows ",[161,36877,36878],{},"Response sent"," with the date. Banks usually decide within 60 to 75 days, and you're told either way.",[150,36881,36883],{"id":36882},"what-it-costs","What it costs",[146,36885,36886,36887,36890],{},"While a dispute is open, the disputed amount is held from your payouts. A banner on ",[161,36888,36889],{},"Disputes"," shows how much.",[721,36892,36893,36902],{},[724,36894,36895],{},[727,36896,36897,36900],{},[730,36898,36899],{},"Outcome",[730,36901,19842],{},[737,36903,36904,36914],{},[727,36905,36906,36911],{},[742,36907,36908],{},[161,36909,36910],{},"Won",[742,36912,36913],{},"The held money comes back to your payouts.",[727,36915,36916,36924],{},[742,36917,36918,470,36921],{},[161,36919,36920],{},"Lost",[161,36922,36923],{},"Accepted",[742,36925,36926],{},"The client keeps the money. The sale is reversed, along with its commission, tips, loyalty points and any unspent gift cards from it. The card network's dispute fee, about $15, is passed on to you.",[150,36928,36930],{"id":36929},"fewer-disputes-to-begin-with","Fewer disputes to begin with",[146,36932,36933],{},"Most disputes come from clients who don't recognise a charge. Owneli already:",[155,36935,36936,36946,36949],{},[158,36937,36938,36939,470,36942,36945],{},"labels each charge on the client's card statement, such as ",[2057,36940,36941],{},"NOSHOW FEE",[2057,36943,36944],{},"DEPOSIT",", so two charges on one day never look like the same charge twice;",[158,36947,36948],{},"emails the client whenever a fee is charged, with the amount, the card and the date, even if you've turned that email off;",[158,36950,36951],{},"never charges a fee higher than the policy the client agreed to when they booked.",[146,36953,36954,36955,170],{},"The best protection is a clear policy the client agrees to before booking. See ",[166,36956,10015],{"href":5023},[150,36958,317],{"id":316},[179,36960,36962],{"id":36961},"the-booking-section-says-theres-no-online-agreement","The booking section says there's no online agreement",[146,36964,36965,36966,170],{},"The client didn't agree to a policy online, for example because staff booked them. Attach anything the client signed or agreed to, as ",[161,36967,36758],{},[179,36969,36971],{"id":36970},"the-deadline-is-today-and-i-cant-finish","The deadline is today and I can't finish",[146,36973,36974],{},"Contact Owneli support. They can send the response for you from the same evidence.",[179,36976,36978],{"id":36977},"the-deadline-has-passed","The deadline has passed",[146,36980,36981,36982,36985],{},"The dispute shows ",[161,36983,36984],{},"Deadline passed",". Nothing more can be sent, and the bank decides without your side.",[179,36987,36989],{"id":36988},"i-cant-see-disputes","I can't see Disputes",[146,36991,36992],{},"Your role can't issue refunds. Ask an admin.",{"title":359,"searchDepth":23,"depth":23,"links":36994},[36995,36996,36997,37006,37007,37008,37009,37010],{"id":152,"depth":23,"text":153},{"id":36658,"depth":23,"text":36659},{"id":36689,"depth":23,"text":36690,"children":36998},[36999,37000,37001,37002,37003,37004,37005],{"id":3051,"depth":33,"text":3052},{"id":36708,"depth":33,"text":36709},{"id":36722,"depth":33,"text":36723},{"id":36729,"depth":33,"text":36730},{"id":36742,"depth":33,"text":36743},{"id":13803,"depth":33,"text":13804},{"id":12917,"depth":33,"text":12918},{"id":36790,"depth":23,"text":36791},{"id":305,"depth":23,"text":306},{"id":36882,"depth":23,"text":36883},{"id":36929,"depth":23,"text":36930},{"id":316,"depth":23,"text":317,"children":37011},[37012,37013,37014,37015],{"id":36961,"depth":33,"text":36962},{"id":36970,"depth":33,"text":36971},{"id":36977,"depth":33,"text":36978},{"id":36988,"depth":33,"text":36989},"What happens when a client disputes a card charge with their bank, where to find it, how to answer before the deadline, and what it costs.",[37018,37019,37020,37021,37022,37023],"chargeback","card dispute","disputed charge","client disputed payment","bank reversed charge","no-show fee dispute",{},75,[5023,1439,1449],{"title":6232,"description":37016},"help\u002Fcheckout\u002Fcard-disputes","FzHsGqEqlyM9h-I9_4Hj8badI84moPrLNxULByYls7Q",{"id":37031,"title":25334,"audience":7,"body":37032,"category":74,"description":37279,"draft":386,"extension":387,"icon":37280,"keywords":37281,"locale":11,"meta":37288,"navigation":398,"order":37025,"path":25333,"related":37289,"seo":37290,"sourceHash":402,"stem":37291,"translationReviewed":386,"updatedAt":6282,"__hash__":37292},"help\u002Fhelp\u002Fteam\u002Fpay-commission-staff-minimum-wage.md",{"type":143,"value":37033,"toc":37254},[37034,37037,37039,37065,37069,37098,37102,37145,37148,37152,37155,37159,37162,37192,37205,37214,37216,37227,37229,37233,37240,37244,37247,37251],[146,37035,37036],{},"When someone is paid mostly by commission, a slow week can leave them earning less than minimum wage for the hours they worked. Set your minimum wage once, and Owneli works out the shortfall for each week, called the true-up, so you can pay it.",[150,37038,153],{"id":152},[155,37040,37041,37045,37053,37059],{},[158,37042,37043,12536],{},[161,37044,1421],{},[158,37046,37047,37050,37051,170],{},[161,37048,37049],{},"Hours come from timesheets."," The check uses the paid hours on each person's timesheets, so keep them up to date. See ",[166,37052,5031],{"href":5453},[158,37054,37055,37058],{},[161,37056,37057],{},"It covers employees."," Contractors and booth renters aren't included.",[158,37060,37061,37064],{},[161,37062,37063],{},"Check the figure with your accountant."," Owneli uses the number you enter; it doesn't look up the law for you.",[150,37066,37068],{"id":37067},"set-your-minimum-wage","Set your minimum wage",[176,37070,37071,37075,37079,37083,37092,37094],{},[179,37072,37074],{"id":37073},"open-payroll-settings","Open payroll settings",[146,37076,1936,37077,170],{},[161,37078,29879],{},[179,37080,37082],{"id":37081},"enter-the-minimum-wage","Enter the minimum wage",[146,37084,1203,37085,37087,37088,37091],{},[161,37086,30027],{},", enter the hourly ",[161,37089,37090],{},"Minimum wage"," in force where you are, for example 15.65.",[179,37093,2019],{"id":2018},[146,37095,225,37096,9048],{},[161,37097,3844],{},[150,37099,37101],{"id":37100},"see-whos-short","See who's short",[176,37103,37104,37108,37114,37117,37122,37126],{},[179,37105,37107],{"id":37106},"open-the-commission-statement","Open the commission statement",[146,37109,1936,37110,5081,37112,170],{},[161,37111,2463],{},[161,37113,5759],{},[179,37115,37116],{"id":23578},"Open Compliance",[146,37118,37119,37120,170],{},"Choose the period, then select ",[161,37121,17154],{},[179,37123,37125],{"id":37124},"read-the-true-up","Read the true-up",[146,37127,37128,37131,37132,490,37135,33075,37137,37140,37141,37144],{},[161,37129,37130],{},"Min-wage true-up"," at the top is the total shortfall. Each person's weeks show ",[161,37133,37134],{},"Hours",[161,37136,22260],{},[161,37138,37139],{},"Reg. rate"," (pay per hour worked) and the ",[161,37142,37143],{},"True-up"," owed that week.",[146,37146,37147],{},"Commission and service charges count towards minimum wage. Tips never do.",[150,37149,37151],{"id":37150},"draws","Draws",[146,37153,37154],{},"If someone has a recoverable draw, getting the advance back never takes their pay for a period below minimum wage for the hours they worked.",[150,37156,37158],{"id":37157},"add-the-true-up-to-pay-runs","Add the true-up to pay runs",[146,37160,37161],{},"By default, the true-up is only worked out for you to see. To have each pay run pay it:",[176,37163,37164,37167,37171,37175,37186,37188],{},[179,37165,37074],{"id":37166},"open-payroll-settings-1",[146,37168,1936,37169,170],{},[161,37170,29879],{},[179,37172,37174],{"id":37173},"turn-on-the-top-up","Turn on the top-up",[146,37176,1203,37177,37179,37180,37182,37183,170],{},[161,37178,30027],{},", below ",[161,37181,37090],{},", turn on ",[161,37184,37185],{},"Add the minimum-wage top-up to pay runs",[179,37187,2019],{"id":21903},[146,37189,225,37190,9048],{},[161,37191,3844],{},[146,37193,37194,37195,37198,37199,37201,37202,37204],{},"Pay runs you create from then on add a ",[161,37196,37197],{},"Minimum-wage top-up"," line for each employee whose week, commission included, came to less than the minimum wage for the hours clocked. The ",[161,37200,5745],{}," report shows it in a ",[161,37203,37143],{}," column. A pay run created before you turned it on doesn't change.",[146,37206,37207,37208,37211,37212,170],{},"With the switch off, the shortfall only shows in ",[161,37209,37210],{},"Reports → Commission statement → Compliance",". Add it to the person's pay run yourself, as an adjustment. See ",[166,37213,5749],{"href":5748},[150,37215,306],{"id":305},[146,37217,37218,37220,37221,37223,37224,170],{},[161,37219,17154],{}," on the commission statement shows ",[161,37222,37130],{}," figures instead of the message ",[161,37225,37226],{},"No minimum wage configured",[150,37228,317],{"id":316},[179,37230,37232],{"id":37231},"no-minimum-wage-configured","\"No minimum wage configured\"",[146,37234,9094,37235,1473,37237,37239],{},[161,37236,37090],{},[161,37238,29879],{}," is empty. Enter it and save.",[179,37241,37243],{"id":37242},"no-hours-in-this-period","\"No hours in this period\"",[146,37245,37246],{},"The check needs clocked hours and commission. Make sure timesheets exist for the period.",[179,37248,37250],{"id":37249},"compliance-figures-are-placeholders","\"Compliance figures are placeholders\"",[146,37252,37253],{},"Owneli shows this until the figures have been confirmed. Check them with your accountant or adviser before relying on the worksheet.",{"title":359,"searchDepth":23,"depth":23,"links":37255},[37256,37257,37262,37267,37268,37273,37274],{"id":152,"depth":23,"text":153},{"id":37067,"depth":23,"text":37068,"children":37258},[37259,37260,37261],{"id":37073,"depth":33,"text":37074},{"id":37081,"depth":33,"text":37082},{"id":2018,"depth":33,"text":2019},{"id":37100,"depth":23,"text":37101,"children":37263},[37264,37265,37266],{"id":37106,"depth":33,"text":37107},{"id":23578,"depth":33,"text":37116},{"id":37124,"depth":33,"text":37125},{"id":37150,"depth":23,"text":37151},{"id":37157,"depth":23,"text":37158,"children":37269},[37270,37271,37272],{"id":37166,"depth":33,"text":37074},{"id":37173,"depth":33,"text":37174},{"id":21903,"depth":33,"text":2019},{"id":305,"depth":23,"text":306},{"id":316,"depth":23,"text":317,"children":37275},[37276,37277,37278],{"id":37231,"depth":33,"text":37232},{"id":37242,"depth":33,"text":37243},{"id":37249,"depth":33,"text":37250},"Set your minimum wage once so Owneli works out any shortfall for staff paid mostly by commission, adds it to pay runs if you choose, and keeps draw recoveries above it.","i-lucide-scale",[37282,37283,37284,37285,37286,37287],"commission minimum wage","minimum wage true-up","commission only staff pay","slow week commission","draw recovery minimum wage","minimum wage top-up on pay runs",{},[18715,5748,5453],{"title":25334,"description":37279},"help\u002Fteam\u002Fpay-commission-staff-minimum-wage","M_7Z6Mcv0v6jCWp-b3ddAzNTKAG02moH3CCws_3tmjw",{"id":37294,"title":37295,"audience":7,"body":37296,"category":34,"description":37687,"draft":386,"extension":387,"icon":37688,"keywords":37689,"locale":11,"meta":37698,"navigation":398,"order":37699,"path":37700,"related":37701,"seo":37702,"sourceHash":402,"stem":37703,"translationReviewed":386,"updatedAt":6282,"__hash__":37704},"help\u002Fhelp\u002Fcheckout\u002Fneeds-attention.md","Sort out payments that need attention",{"type":143,"value":37297,"toc":37668},[37298,37303,37305,37322,37326,37392,37395,37405,37409,37576,37580,37591,37610,37614,37620,37622,37635,37637,37641,37644,37648,37651,37655,37662,37666],[146,37299,37300,37301,170],{},"Most payments look after themselves. When one can't, because a refund bounced, a deposit was never decided or a renewal was declined, it goes on one list with what to do next: ",[161,37302,30647],{},[150,37304,153],{"id":152},[155,37306,37307,37312],{},[158,37308,37309,37311],{},[161,37310,1421],{}," anyone whose role can issue refunds. The tab shows a count of what's waiting.",[158,37313,37314,2060,37317,37319,37320,9806],{},[161,37315,37316],{},"Where else it shows:",[161,37318,312],{}," shows how many payments need attention, with a ",[161,37321,11935],{},[150,37323,37325],{"id":37324},"sort-out-an-item","Sort out an item",[176,37327,37328,37332,37352,37356,37359,37363,37378,37382],{},[179,37329,37331],{"id":37330},"open-the-list","Open the list",[146,37333,1936,37334,17026,37336,490,37338,37341,37342,37344,37345,470,37348,37351],{},[161,37335,30647],{},[161,37337,22885],{},[161,37339,37340],{},"Mine"," (items you own) or ",[161,37343,22653],{},". The chips below filter by kind, such as ",[161,37346,37347],{},"Refund failed",[161,37349,37350],{},"Deposit not decided",", with a count on each.",[179,37353,37355],{"id":37354},"open-an-item","Open an item",[146,37357,37358],{},"Select a row. A panel opens with the amount, the client, the booking or plan, and a plain explanation of what went wrong.",[179,37360,37362],{"id":37361},"take-the-action-it-offers","Take the action it offers",[146,37364,37365,37366,490,37369,490,37372,470,37375,37377],{},"The buttons match the problem, for example ",[161,37367,37368],{},"Try refund again",[161,37370,37371],{},"Refund as cash",[161,37373,37374],{},"Keep as fee",[161,37376,30679],{},". Most ask you to confirm first and say exactly where the money goes.",[179,37379,37381],{"id":37380},"or-close-it-out-yourself","Or close it out yourself",[146,37383,37384,37385,1469,37388,37391],{},"If you sorted it out another way, such as handing back cash, write what you did in ",[161,37386,37387],{},"How was this handled?",[161,37389,37390],{},"Mark resolved",". The note is kept with the audit trail, so be specific: \"Refunded $20 in cash on Sep 29\".",[146,37393,37394],{},"When an action fixes the problem, the item leaves the list.",[2888,37396,37397],{},[146,37398,1986,37399,37401,37402,37404],{},[161,37400,12494],{}," in the panel to give an item to a team member. It then shows under their ",[161,37403,37340],{},", so two people don't chase the same refund.",[150,37406,37408],{"id":37407},"what-each-kind-means","What each kind means",[721,37410,37411,37422],{},[724,37412,37413],{},[727,37414,37415,37418,37420],{},[730,37416,37417],{},"Kind",[730,37419,36130],{},[730,37421,23732],{},[737,37423,37424,37441,37460,37478,37494,37510,37526,37539,37556],{},[727,37425,37426,37431,37434],{},[742,37427,37428],{},[161,37429,37430],{},"Chargeback",[742,37432,37433],{},"A client's bank reversed a charge",[742,37435,37436,4867,37439,170],{},[161,37437,37438],{},"Respond to dispute",[166,37440,6232],{"href":6231},[727,37442,37443,37447,37450],{},[742,37444,37445],{},[161,37446,37347],{},[742,37448,37449],{},"The bank sent a refund back, usually because the card was closed or expired. The client hasn't got the money.",[742,37451,37452,490,37455,470,37457],{},[161,37453,37454],{},"Retry to card",[161,37456,37371],{},[161,37458,37459],{},"Move to account credit",[727,37461,37462,37467,37470],{},[742,37463,37464],{},[161,37465,37466],{},"Charge with no sale",[742,37468,37469],{},"A card payment arrived with no sale or booking to match it",[742,37471,37472,263,37474,37477],{},[161,37473,22132],{},[161,37475,37476],{},"Attach to a sale"," that owes at least that much",[727,37479,37480,37485,37488],{},[742,37481,37482],{},[161,37483,37484],{},"Sale to review",[742,37486,37487],{},"A sale finished but a follow-up step, such as stock or loyalty, didn't",[742,37489,37490,37493],{},[161,37491,37492],{},"Open sale"," and check it",[727,37495,37496,37500,37503],{},[742,37497,37498],{},[161,37499,37350],{},[742,37501,37502],{},"A booking was cancelled or missed and its deposit was never refunded or kept",[742,37504,37505,470,37508],{},[161,37506,37507],{},"Refund deposit",[161,37509,37374],{},[727,37511,37512,37517,37520],{},[742,37513,37514],{},[161,37515,37516],{},"Deposit left over",[742,37518,37519],{},"The bill came to less than the deposit and the difference wasn't returned",[742,37521,37522,470,37524],{},[161,37523,15552],{},[161,37525,37459],{},[727,37527,37528,37533,37536],{},[742,37529,37530],{},[161,37531,37532],{},"Overpaid sale",[742,37534,37535],{},"The payments add up to more than the sale's total",[742,37537,37538],{},"Give the difference back, or keep it for the client as account credit",[727,37540,37541,37545,37548],{},[742,37542,37543],{},[161,37544,30650],{},[742,37546,37547],{},"A renewal charge was declined",[742,37549,37550,470,37552,4867,37554,170],{},[161,37551,30679],{},[161,37553,30668],{},[166,37555,4393],{"href":4392},[727,37557,37558,37565,37568],{},[742,37559,37560,7185,37562],{},[161,37561,30650],{},[161,37563,37564],{},"Renewal held",[742,37566,37567],{},"Owneli didn't charge the renewal, because the card on file has an open dispute and charging it again can lead to another one",[742,37569,37570,37572,37573,37575],{},[161,37571,30668],{}," so the client adds another card, or ",[161,37574,30679],{}," once the dispute is over",[150,37577,37579],{"id":37578},"renewals-held-for-a-disputed-card","Renewals held for a disputed card",[146,37581,37582,37583,1473,37585,2079,37587,37590],{},"When a client disputes a charge, Owneli stops charging that card for their membership renewals. Nothing is charged and the client isn't chased for payment. The membership goes past due, and its row here is marked ",[161,37584,37564],{},[161,37586,30650],{},[161,37588,37589],{},"Checked again"," shows when Owneli next looks: it checks once a day, and charges the renewal once the dispute is over.",[146,37592,37593,37594,37596,37597,37599,37600,37603,37604,37606,37607,170],{},"To sort it out sooner, select ",[161,37595,30668],{}," so the client can add another card. ",[161,37598,30679],{}," charges the card only if the dispute is over. If it's still open, nothing is charged and you see ",[161,37601,37602],{},"Not charged. The card still has an open dispute."," On the client's ",[161,37605,1504],{},", the membership reads ",[161,37608,37609],{},"Renewal held: open dispute on the card",[150,37611,37613],{"id":37612},"get-a-morning-email","Get a morning email",[146,37615,10700,37616,37619],{},[161,37617,37618],{},"Morning email"," at the bottom of the page. Each morning you get a list of payment problems that are new since the day before. Nothing is sent on quiet days.",[150,37621,306],{"id":305},[146,37623,37624,37625,470,37628,37631,37632,170],{},"A message confirms the action, such as ",[161,37626,37627],{},"Deposit refunded",[161,37629,37630],{},"Marked resolved",", and the item leaves the list. When the list is clear, it reads ",[161,37633,37634],{},"Nothing needs attention",[150,37636,317],{"id":316},[179,37638,37640],{"id":37639},"theres-no-move-to-account-credit-for-a-left-over-deposit","There's no Move to account credit for a left-over deposit",[146,37642,37643],{},"The client wasn't told at booking that unused deposits become credit. Refund it to their card instead, unless they agree to credit.",[179,37645,37647],{"id":37646},"a-refund-failed-again","A refund failed again",[146,37649,37650],{},"It comes back to the list. Refund in cash or as account credit instead.",[179,37652,37654],{"id":37653},"i-see-a-note-about-sales-saved-as-unpaid","I see a note about sales saved as unpaid",[146,37656,37657,37658,37661],{},"Those aren't problems, just sales waiting for payment. Select ",[161,37659,37660],{},"View unpaid sales"," to find them in the sales list.",[179,37663,37665],{"id":37664},"theres-no-needs-attention-tab","There's no Needs attention tab",[146,37667,36992],{},{"title":359,"searchDepth":23,"depth":23,"links":37669},[37670,37671,37677,37678,37679,37680,37681],{"id":152,"depth":23,"text":153},{"id":37324,"depth":23,"text":37325,"children":37672},[37673,37674,37675,37676],{"id":37330,"depth":33,"text":37331},{"id":37354,"depth":33,"text":37355},{"id":37361,"depth":33,"text":37362},{"id":37380,"depth":33,"text":37381},{"id":37407,"depth":23,"text":37408},{"id":37578,"depth":23,"text":37579},{"id":37612,"depth":23,"text":37613},{"id":305,"depth":23,"text":306},{"id":316,"depth":23,"text":317,"children":37682},[37683,37684,37685,37686],{"id":37639,"depth":33,"text":37640},{"id":37646,"depth":33,"text":37647},{"id":37653,"depth":33,"text":37654},{"id":37664,"depth":33,"text":37665},"Work through Needs attention, the list of payments that need a person, from failed refunds and undecided deposits to past-due memberships.","i-lucide-circle-alert",[37690,37691,37692,37693,37694,30761,37695,37696,37697],"needs attention","failed refund","deposit not decided","overpaid sale","charge with no sale","renewal held","disputed card renewal","payment problems",{},76,"\u002Fhelp\u002Fcheckout\u002Fneeds-attention",[6231,5023,4392],{"title":37295,"description":37687},"help\u002Fcheckout\u002Fneeds-attention","eipKhqZelw0D4yRgtMMmei4RcPDyKSqaEGz_dhjql_U",{"id":37706,"title":37707,"audience":7,"body":37708,"category":104,"description":37898,"draft":386,"extension":387,"icon":37899,"keywords":37900,"locale":11,"meta":37907,"navigation":398,"order":37908,"path":37909,"related":37910,"seo":37911,"sourceHash":402,"stem":37912,"translationReviewed":386,"updatedAt":6689,"__hash__":37913},"help\u002Fhelp\u002Faccount\u002Fconnection-problems-and-support.md","Recover from a connection problem and contact support",{"type":143,"value":37709,"toc":37886},[37710,37713,37717,37723,37726,37730,37733,37771,37778,37782,37791,37799,37803,37811,37833,37836,37840,37843,37860,37863,37865,37869,37872,37876,37879,37883],[146,37711,37712],{},"A connection problem can interrupt a page or leave you unsure whether a save finished. Restore the connection, check the existing record, and contact Owneli support if the result is still unclear.",[150,37714,37716],{"id":37715},"what-does-the-offline-screen-mean","What does the offline screen mean?",[146,37718,37719,37720,37722],{},"Owneli could not reach the service. Check the device's connection and select ",[161,37721,36582],{},". The page checks again as the connection returns.",[146,37724,37725],{},"Keep the current page open while you reconnect. Leaving or reloading a page can lose unsaved entries. Information you entered is not proof that it reached the server.",[150,37727,37729],{"id":37728},"a-save-or-payment-stopped-responding-should-i-repeat-it","A save or payment stopped responding. Should I repeat it?",[146,37731,37732],{},"Check the existing record first. A request can finish even when its response does not reach your device.",[721,37734,37735,37745],{},[724,37736,37737],{},[727,37738,37739,37742],{},[730,37740,37741],{},"What you were doing",[730,37743,37744],{},"What to check before trying again",[737,37746,37747,37755,37763],{},[727,37748,37749,37752],{},[742,37750,37751],{},"Booking or moving an appointment",[742,37753,37754],{},"Open the calendar at the correct location and date. Check the client, time and booking reference.",[727,37756,37757,37760],{},[742,37758,37759],{},"Saving a client or form",[742,37761,37762],{},"Find the existing client or form and check its latest saved details or status.",[727,37764,37765,37768],{},[742,37766,37767],{},"Taking a payment",[742,37769,37770],{},"Open the sale and its payment history. Do not take another payment while the first outcome is unclear.",[146,37772,37773,37774,37777],{},"For payments, see ",[166,37775,37776],{"href":22550},"Sales history and receipts",". If the state remains unclear, include the sale reference in your support request.",[150,37779,37781],{"id":37780},"where-can-i-check-system-status","Where can I check system status?",[146,37783,37784,37785,37787,37788,37790],{},"Owners and admins can select ",[161,37786,2807],{}," from their account menu. The page shows the latest service checks and when they ran. Select ",[161,37789,845],{}," for a new check.",[146,37792,37793,37794,37798],{},"This page requires staff sign-in and admin access. If you cannot sign in, use the ",[166,37795,37797],{"href":37796},"\u002Fcontact#support","Owneli contact page",". A healthy check does not rule out a problem affecting one device or one task.",[150,37800,37802],{"id":37801},"how-do-i-contact-owneli-support","How do I contact Owneli support?",[146,37804,225,37805,37807,37808,37810],{},[161,37806,2797],{}," from your account menu. On a phone, open ",[161,37809,2676],{}," to reach the account options.",[146,37812,37813,37814,37817,37818,1207,37820,37823,37824,193,37826,37828,37829,37832],{},"Owners and admins can use ",[161,37815,37816],{},"Send us a message",". Enter a ",[161,37819,15861],{},[161,37821,37822],{},"Something is not working"," when reporting a fault, describe it in ",[161,37825,15865],{},[161,37827,36537],{},". Check ",[161,37830,37831],{},"Your messages"," for the request and its replies.",[146,37834,37835],{},"Other staff reach the public contact page. If the in-app message form is unavailable, use the support email shown there or on the support page.",[150,37837,37839],{"id":37838},"what-should-i-include","What should I include?",[146,37841,37842],{},"Give support enough detail to reproduce the problem:",[155,37844,37845,37848,37851,37854,37857],{},[158,37846,37847],{},"Your business and location, the time it happened and your time zone.",[158,37849,37850],{},"The page and control you used, what you expected, and what appeared instead.",[158,37852,37853],{},"Whether it affects one device, one staff account or the whole team.",[158,37855,37856],{},"A booking, sale or request reference when relevant.",[158,37858,37859],{},"A screenshot of the error with client details hidden.",[146,37861,37862],{},"Do not send passwords, payment card numbers or client health information. Describe the problem without copying the client's full record.",[150,37864,2846],{"id":2845},[179,37866,37868],{"id":37867},"does-sending-a-message-give-support-access-to-my-account","Does sending a message give support access to my account?",[146,37870,37871],{},"No. Sending a support request and granting access are separate. Use the support page's access controls only when you choose to authorise a support session.",[179,37873,37875],{"id":37874},"can-i-keep-taking-bookings-while-offline","Can I keep taking bookings while offline?",[146,37877,37878],{},"Do not assume an offline action has been saved. Restore the connection and verify the appointment in Owneli before treating it as confirmed.",[179,37880,37882],{"id":37881},"i-sent-a-message-but-nothing-appears-in-your-messages","I sent a message, but nothing appears in Your messages",[146,37884,37885],{},"Check for an error and retry once the connection returns. If the form remains unavailable, use the support email and explain that the in-app request did not complete.",{"title":359,"searchDepth":23,"depth":23,"links":37887},[37888,37889,37890,37891,37892,37893],{"id":37715,"depth":23,"text":37716},{"id":37728,"depth":23,"text":37729},{"id":37780,"depth":23,"text":37781},{"id":37801,"depth":23,"text":37802},{"id":37838,"depth":23,"text":37839},{"id":2845,"depth":23,"text":2846,"children":37894},[37895,37896,37897],{"id":37867,"depth":33,"text":37868},{"id":37874,"depth":33,"text":37875},{"id":37881,"depth":33,"text":37882},"Check whether a save finished, find system status, and send Owneli support a useful report without sharing private client details.","i-lucide-life-buoy",[37901,37902,37903,37904,37905,37906],"app offline","connection lost","calendar not loading","save did not finish","contact human support","system status",{},80,"\u002Fhelp\u002Faccount\u002Fconnection-problems-and-support",[399,1381,22550],{"title":37707,"description":37898},"help\u002Faccount\u002Fconnection-problems-and-support","ICiNHYDZprkRUphezZMdySA6sVqHR398WL-qSUzUdhQ",{"id":37915,"title":37916,"audience":120,"body":37917,"category":125,"description":38086,"draft":386,"extension":387,"icon":38087,"keywords":38088,"locale":11,"meta":38094,"navigation":398,"order":37908,"path":628,"related":38095,"seo":38096,"sourceHash":402,"stem":38097,"translationReviewed":386,"updatedAt":404,"__hash__":38098},"help\u002Fhelp\u002Fbook-online\u002Fclaim-a-waitlist-spot.md","How do I claim a waitlist spot?",{"type":143,"value":37918,"toc":38071},[37919,37922,37926,37935,37939,37980,37984,38027,38034,38036,38048,38050,38054,38057,38061,38064,38068],[146,37920,37921],{},"When you're on a business's waitlist and a matching time opens, they may send you an offer link. The offer lasts a limited time, and the same opening may go to others too, so the first to claim it gets it.",[150,37923,37925],{"id":37924},"join-the-waitlist","Join the waitlist",[146,37927,37928,37929,37931,37932,37934],{},"While booking online, if no time suits you, tap ",[161,37930,620],{}," on the time step. Choose when suits you, add your details and tap ",[161,37933,37925],{},". Nothing is booked yet.",[150,37936,37938],{"id":37937},"claim-a-spot","Claim a spot",[176,37940,37941,37945,37955,37959,37966,37970],{},[179,37942,37944],{"id":37943},"open-the-offer","Open the offer",[146,37946,37947,37948,37951,37952,170],{},"Open the link in the email or text, headed ",[161,37949,37950],{},"A spot opened up",". It shows the service, when, with whom and where, and how long is left, such as ",[161,37953,37954],{},"Expires in 45m",[179,37956,37958],{"id":37957},"add-a-card-or-deposit-if-asked","Add a card or deposit if asked",[146,37960,37961,37962,37965],{},"If the business needs a card or a deposit for this visit, the page says ",[161,37963,37964],{},"This spot now needs a card or a deposit",". Add it there.",[179,37967,37969],{"id":37968},"claim-it","Claim it",[146,37971,522,37972,37975,37976,37979],{},[161,37973,37974],{},"Claim this spot",". You're booked straight away and you see ",[161,37977,37978],{},"Your spot is booked",". A confirmation email follows.",[150,37981,37983],{"id":37982},"if-you-dont-get-it","If you don't get it",[721,37985,37986,37995],{},[724,37987,37988],{},[727,37989,37990,37993],{},[730,37991,37992],{},"The page says",[730,37994,20435],{},[737,37996,37997,38007,38017],{},[727,37998,37999,38004],{},[742,38000,38001],{},[161,38002,38003],{},"Just taken",[742,38005,38006],{},"Someone claimed it a moment before you",[727,38008,38009,38014],{},[742,38010,38011],{},[161,38012,38013],{},"Offer expired",[742,38015,38016],{},"The time ran out before you claimed",[727,38018,38019,38024],{},[742,38020,38021],{},[161,38022,38023],{},"This spot is no longer available",[742,38025,38026],{},"It was claimed or the offer ended",[146,38028,38029,38030,38033],{},"In each case you're still on the waitlist for the next opening, and missing an offer costs nothing. Tap ",[161,38031,38032],{},"Book another time"," to look for a different time yourself.",[150,38035,306],{"id":305},[146,38037,309,38038,38040,38041,38044,38045,170],{},[161,38039,37978],{}," with ",[161,38042,38043],{},"View your booking",", and a confirmation arrives by email with the link to ",[166,38046,38047],{"href":590},"manage your booking",[150,38049,317],{"id":316},[179,38051,38053],{"id":38052},"this-offer-isnt-available","\"This offer isn't available\"",[146,38055,38056],{},"The link has expired or already been used. Contact the business if you need help.",[179,38058,38060],{"id":38059},"your-deposit-is-on-its-way-back","\"Your deposit is on its way back\"",[146,38062,38063],{},"You paid a deposit but the spot couldn't be booked, so it was refunded to your card.",[179,38065,38067],{"id":38066},"i-keep-missing-offers","I keep missing offers",[146,38069,38070],{},"Tell the business which times suit you best, so the offers you get are ones you can take.",{"title":359,"searchDepth":23,"depth":23,"links":38072},[38073,38074,38079,38080,38081],{"id":37924,"depth":23,"text":37925},{"id":37937,"depth":23,"text":37938,"children":38075},[38076,38077,38078],{"id":37943,"depth":33,"text":37944},{"id":37957,"depth":33,"text":37958},{"id":37968,"depth":33,"text":37969},{"id":37982,"depth":23,"text":37983},{"id":305,"depth":23,"text":306},{"id":316,"depth":23,"text":317,"children":38082},[38083,38084,38085],{"id":38052,"depth":33,"text":38053},{"id":38059,"depth":33,"text":38060},{"id":38066,"depth":33,"text":38067},"A time opened up and you were sent a waitlist offer. Claim the spot before the offer runs out, and see what happens if you miss it.","i-lucide-clock",[38089,38090,38091,38092,38093],"waitlist offer link","claim appointment slot","salon waitlist how it works","waitlist offer expired","join the waitlist online",{},[693,590],{"title":37916,"description":38086},"help\u002Fbook-online\u002Fclaim-a-waitlist-spot","SynwPdn-klX67b1uN4sromW2pTSrc2g34fV_82WtOA0",{"id":38100,"title":38101,"audience":7,"body":38102,"category":24,"description":38299,"draft":386,"extension":387,"icon":38300,"keywords":38301,"locale":11,"meta":38307,"navigation":398,"order":37908,"path":10081,"related":38308,"seo":38309,"sourceHash":402,"stem":38310,"translationReviewed":386,"updatedAt":6282,"__hash__":38311},"help\u002Fhelp\u002Fcalendar\u002Fdouble-booking-and-overlaps.md","Double booking: when overlapping appointments are allowed",{"type":143,"value":38103,"toc":38284},[38104,38107,38109,38122,38126,38162,38165,38169,38211,38214,38218,38254,38261,38263,38266,38268,38272,38275,38279],[146,38105,38106],{},"Owneli normally refuses to give one team member two appointments at the same time. If your business does that on purpose, for example while one client's treatment sets, an admin can allow it.",[150,38108,153],{"id":152},[155,38110,38111,38116],{},[158,38112,38113,38115],{},[161,38114,1421],{}," admins.",[158,38117,38118,38121],{},[161,38119,38120],{},"It applies to the whole business,"," not one team member.",[150,38123,38125],{"id":38124},"turn-on-double-booking","Turn on double booking",[176,38127,38128,38132,38136,38140,38153,38155],{},[179,38129,38131],{"id":38130},"open-the-booking-settings","Open the booking settings",[146,38133,1936,38134,170],{},[161,38135,11048],{},[179,38137,38139],{"id":38138},"find-allow-double-booking","Find Allow double-booking",[146,38141,38142,38143,38146,38147,38149,38150],{},"Scroll to the ",[161,38144,38145],{},"Conflicts and overlaps"," section of the ",[161,38148,4666],{}," page. The setting reads ",[161,38151,38152],{},"Book over someone already booked; both show side by side.",[179,38154,7453],{"id":7452},[146,38156,10700,38157,1574,38160,9048],{},[161,38158,38159],{},"Allow double-booking",[161,38161,3844],{},[146,38163,38164],{},"From then on, staff can book or drag an appointment onto a team member who's already booked. Both appointments show side by side in the column. Turning it off again doesn't move anything already booked.",[150,38166,38168],{"id":38167},"what-happens-with-it-on-and-off","What happens with it on and off",[721,38170,38171,38182],{},[724,38172,38173],{},[727,38174,38175,38177,38180],{},[730,38176,4168],{},[730,38178,38179],{},"Booking into a busy slot",[730,38181,9401],{},[737,38183,38184,38199],{},[727,38185,38186,38189,38192],{},[742,38187,38188],{},"Off (the default)",[742,38190,38191],{},"Refused",[742,38193,38194,38195,38198],{},"The slot isn't offered, or ",[161,38196,38197],{},"Slot just got taken"," if someone booked it first",[727,38200,38201,38203,38205],{},[742,38202,25803],{},[742,38204,15025],{},[742,38206,38207,38210],{},[161,38208,38209],{},"Booked, overlaps another appointment",", naming the client and time it overlaps",[146,38212,38213],{},"The overlap message names the other appointment so a deliberate double booking never looks like a mistake later. If you didn't mean it, move one of them straight away.",[150,38215,38217],{"id":38216},"always-blocked-even-with-it-on","Always blocked, even with it on",[155,38219,38220,38229,38242,38248],{},[158,38221,38222,38225,38226,170],{},[161,38223,38224],{},"Blocked time:"," a lunch, training or other block refuses bookings with ",[161,38227,38228],{},"That time is blocked off for the team member",[158,38230,38231,38234,38235,4867,38238,170],{},[161,38232,38233],{},"Rooms and equipment:"," a room or machine can only be in one place, so ",[161,38236,38237],{},"A required room or equipment is double-booked at that time",[166,38239,38241],{"href":38240},"\u002Fhelp\u002Fcalendar\u002Fassign-rooms-and-equipment","Assign rooms and equipment",[158,38243,38244,38247],{},[161,38245,38246],{},"Online booking:"," clients booking online are only offered free times. Double booking is for staff only.",[158,38249,38250,38253],{},[161,38251,38252],{},"Resizing:"," making an appointment longer can't run into the next one.",[146,38255,38256,38257,38260],{},"The same rule covers the booking panel, dragging and each visit in a ",[166,38258,38259],{"href":19297},"repeating series",". A repeat that would clash is skipped.",[150,38262,306],{"id":305},[146,38264,38265],{},"Book a second appointment onto a busy slot. With double booking on, both show side by side and the overlap message appears.",[150,38267,317],{"id":316},[179,38269,38271],{"id":38270},"slot-just-got-taken-when-the-slot-looked-free","\"Slot just got taken\" when the slot looked free",[146,38273,38274],{},"Someone else booked it between the calendar loading and your click, often at another front desk or online. Pick another time.",[179,38276,38278],{"id":38277},"can-i-allow-it-for-just-one-team-member","Can I allow it for just one team member?",[146,38280,30307,38281,38283],{},[161,38282,38159],{}," is one setting for the whole business.",{"title":359,"searchDepth":23,"depth":23,"links":38285},[38286,38287,38292,38293,38294,38295],{"id":152,"depth":23,"text":153},{"id":38124,"depth":23,"text":38125,"children":38288},[38289,38290,38291],{"id":38130,"depth":33,"text":38131},{"id":38138,"depth":33,"text":38139},{"id":7452,"depth":33,"text":7453},{"id":38167,"depth":23,"text":38168},{"id":38216,"depth":23,"text":38217},{"id":305,"depth":23,"text":306},{"id":316,"depth":23,"text":317,"children":38296},[38297,38298],{"id":38270,"depth":33,"text":38271},{"id":38277,"depth":33,"text":38278},"Turn on Allow double-booking to put two appointments on one team member at once, and see what the calendar always blocks.","i-lucide-copy",[38302,38303,38304,38305,38306],"allow double booking setting","overlapping appointments calendar","slot was just taken error","book two clients same time","stop double bookings",{},[1383,15007,38240],{"title":38101,"description":38299},"help\u002Fcalendar\u002Fdouble-booking-and-overlaps","2mkfY2lAuSifAT6QKmCDqIUXnIK4bbQcrcTQNXVX4-Q",{"id":38313,"title":38314,"audience":7,"body":38315,"category":34,"description":38523,"draft":386,"extension":387,"icon":38524,"keywords":38525,"locale":11,"meta":38532,"navigation":398,"order":37908,"path":1603,"related":38533,"seo":38534,"sourceHash":402,"stem":38535,"translationReviewed":386,"updatedAt":697,"__hash__":38536},"help\u002Fhelp\u002Fcheckout\u002Fsplit-and-partial-payments.md","Split a sale across payment methods, or leave a balance due",{"type":143,"value":38316,"toc":38502},[38317,38320,38322,38327,38331,38387,38392,38399,38404,38408,38452,38459,38461,38470,38472,38476,38479,38483,38486,38490,38493,38497],[146,38318,38319],{},"Let a client pay part of a sale one way and the rest another, such as half by card and half in cash. If they can't pay at all today, complete the sale and collect the balance later.",[150,38321,153],{"id":152},[146,38323,38324,38325,170],{},"You need a sale at the payment step. See ",[166,38326,1389],{"href":1891},[150,38328,38330],{"id":38329},"split-a-payment","Split a payment",[176,38332,38333,38337,38350,38354,38361,38363,38377,38381],{},[179,38334,38336],{"id":38335},"set-the-amount-for-the-first-method","Set the amount for the first method",[146,38338,38339,38340,470,38343,38346,38347,38349],{},"On the payment step, select ",[161,38341,38342],{},"½",[161,38344,38345],{},"⅓"," to take half or a third of the balance, or type the amount in ",[161,38348,1599],{},". The line under it shows what will remain.",[179,38351,38353],{"id":38352},"choose-the-first-method","Choose the first method",[146,38355,1203,38356,38358,38359,170],{},[161,38357,1585],{},", select how they're paying this part, such as ",[161,38360,1589],{},[179,38362,1618],{"id":1617},[146,38364,225,38365,38367,38368,38370,38371,38373,38374,38376],{},[161,38366,1623],{},". Owneli shows how much remains and asks you to pick the next method. ",[161,38369,1512],{}," on the right goes up, ",[161,38372,1515],{}," shows the rest, and the payment is listed under ",[161,38375,8287],{}," in the cart.",[179,38378,38380],{"id":38379},"take-the-rest","Take the rest",[146,38382,38383,38384,38386],{},"Choose the next method and select ",[161,38385,1623],{}," again. When the balance reaches zero, the sale completes.",[554,38388],{"alt":38389,"height":38390,"src":38391,"width":1614},"The payment step with ½ selected: $75.00 of $150.00 owed, $75.00 in the Amount field, and the line $75.00 will remain. Take it with another method right after.",260,"\u002Fhelp\u002Fcheckout\u002Fsplit-and-partial-payments\u002Fhalf.webp",[146,38393,38394,38395,38398],{},"Halves and thirds round up on the first payment, so you never end on a stray cent. Cash can be more than the balance: enter what the client handed you and ",[161,38396,38397],{},"Change due"," works out their change.",[598,38400,38401],{},[146,38402,38403],{},"You can't collect more than the sale owes. A payment larger than the balance is refused, so a double tap or a second till can't charge the client twice.",[150,38405,38407],{"id":38406},"leave-a-balance-due","Leave a balance due",[176,38409,38410,38414,38424,38428,38437,38441],{},[179,38411,38413],{"id":38412},"save-the-sale-as-unpaid","Save the sale as unpaid",[146,38415,38416,38417,38419,38420,38423],{},"On the cart, select ",[161,38418,1812],{},". Owneli shows ",[161,38421,38422],{},"Saved, balance due"," with the amount still owed.",[179,38425,38427],{"id":38426},"find-it-when-they-come-back","Find it when they come back",[146,38429,1936,38430,36168,38432,3089,38434,38436],{},[161,38431,1650],{},[161,38433,4922],{},[161,38435,21801],{},", and select the sale. Each unpaid row shows what it owes.",[179,38438,38440],{"id":38439},"collect-the-payment","Collect the payment",[146,38442,38443,38444,38447,38448,38451],{},"The sale reopens. Select ",[161,38445,38446],{},"Collect payment",", then take the balance with any method, including a ",[166,38449,38450],{"href":1756},"payment link"," the client pays on their phone.",[146,38453,38454,38455,38458],{},"An unpaid sale is complete, not a draft: stock is deducted, any gift card sold on it is issued, and the appointment is completed. It shows as ",[161,38456,38457],{},"Completed · balance due"," until it's paid. Loyalty points and commission wait until the balance is collected.",[150,38460,306],{"id":305},[146,38462,38463,38464,38466,38467,38469],{},"The receipt lists each payment on its own line, and the ",[161,38465,8287],{}," list on the sale adds up to the total. An unpaid sale disappears from the ",[161,38468,21801],{}," filter once it's fully paid.",[150,38471,317],{"id":316},[179,38473,38475],{"id":38474},"save-as-unpaid-is-greyed-out","Save as unpaid is greyed out",[146,38477,38478],{},"There's nothing owed, so complete the sale instead. The button also waits while a payment is being taken.",[179,38480,38482],{"id":38481},"two-people-want-to-split-one-bill","Two people want to split one bill",[146,38484,38485],{},"Take each person's share as a separate payment on the same sale. Each one prints as its own line on the receipt. For separate receipts, ring them up as separate sales.",[179,38487,38489],{"id":38488},"the-tip-went-on-the-wrong-payment","The tip went on the wrong payment",[146,38491,38492],{},"A tip rides on the payment that settles it. On a visit paid by package or membership, the tip is left for the next card or cash payment, so the client can still tip.",[179,38494,38496],{"id":38495},"i-need-to-refund-a-split-sale","I need to refund a split sale",[146,38498,38499,38500,170],{},"Refund each payment in turn. See ",[166,38501,1440],{"href":1439},{"title":359,"searchDepth":23,"depth":23,"links":38503},[38504,38505,38511,38516,38517],{"id":152,"depth":23,"text":153},{"id":38329,"depth":23,"text":38330,"children":38506},[38507,38508,38509,38510],{"id":38335,"depth":33,"text":38336},{"id":38352,"depth":33,"text":38353},{"id":1617,"depth":33,"text":1618},{"id":38379,"depth":33,"text":38380},{"id":38406,"depth":23,"text":38407,"children":38512},[38513,38514,38515],{"id":38412,"depth":33,"text":38413},{"id":38426,"depth":33,"text":38427},{"id":38439,"depth":33,"text":38440},{"id":305,"depth":23,"text":306},{"id":316,"depth":23,"text":317,"children":38518},[38519,38520,38521,38522],{"id":38474,"depth":33,"text":38475},{"id":38481,"depth":33,"text":38482},{"id":38488,"depth":33,"text":38489},{"id":38495,"depth":33,"text":38496},"Take part of a sale on one method and the rest on another, or save the sale as unpaid and collect the balance later.","i-lucide-split",[38526,38527,38528,38529,38530,38531],"split payment between card and cash","pay half now half later","client can't pay today","save sale as unpaid","collect balance later pos","partial payment at checkout",{},[1891,1726,22550],{"title":38314,"description":38523},"help\u002Fcheckout\u002Fsplit-and-partial-payments","ljavnuwS2R0A-IlnVQO135I1z0nHC3LfbLtpKziJo_Y",{"id":38538,"title":11463,"audience":7,"body":38539,"category":84,"description":38878,"draft":386,"extension":387,"icon":11538,"keywords":38879,"locale":11,"meta":38886,"navigation":398,"order":37908,"path":11462,"related":38887,"seo":38888,"sourceHash":402,"stem":38889,"translationReviewed":386,"updatedAt":2935,"__hash__":38890},"help\u002Fhelp\u002Fgrowth\u002Fboost-your-google-rating.md",{"type":143,"value":38540,"toc":38861},[38541,38544,38546,38570,38572,38643,38648,38652,38703,38706,38710,38713,38773,38776,38782,38784,38793,38822,38830,38832,38836,38841,38845,38854,38858],[146,38542,38543],{},"Google Rating Boost asks clients who rate you well in Owneli to post the same review on Google. Right after they rate you, a full-screen page in your brand offers to copy their review and open your Google review form, so they only have to tap their stars and paste. If they skip, they get one reminder later, and then they're never asked about that review again.",[150,38545,153],{"id":152},[155,38547,38548,38552,38560],{},[158,38549,38550,12536],{},[161,38551,1421],{},[158,38553,38554,38557,38558,170],{},[161,38555,38556],{},"Collect reviews first."," It builds on Owneli's own review request. See ",[166,38559,11210],{"href":11546},[158,38561,38562,38565,38566,38569],{},[161,38563,38564],{},"Find your Google review link"," in your Google Business Profile (",[161,38567,38568],{},"Ask for reviews","), in case search doesn't find you.",[150,38571,7580],{"id":7579},[176,38573,38574,38578,38588,38592,38617,38621,38635,38637],{},[179,38575,38577],{"id":38576},"open-the-add-on","Open the add-on",[146,38579,1936,38580,14998,38582,38584,38585,170],{},[161,38581,11594],{},[161,38583,2429],{}," in the sidebar) and open ",[161,38586,38587],{},"Google Rating Boost",[179,38589,38591],{"id":38590},"match-each-location-to-google","Match each location to Google",[146,38593,1203,38594,1486,38597,38599,38600,38603,38604,3466,38607,38610,38611,1596,38613,38616],{},[161,38595,38596],{},"Google review links",[161,38598,2104],{}," beside a location. Search for your business under ",[161,38601,38602],{},"Business name and area"," and pick it, or paste your ",[161,38605,38606],{},"Google review link",[161,38608,38609],{},"Preview link"," to check it opens your review form, then ",[161,38612,2019],{},[161,38614,38615],{},"Business review link"," covers any location without its own.",[179,38618,38620],{"id":38619},"choose-whos-asked","Choose who's asked",[146,38622,1203,38623,1207,38626,38629,38630,16425,38632,38634],{},[161,38624,38625],{},"Google review trigger",[161,38627,38628],{},"Clients that rate you",", such as 4 stars or higher. It's the same setting as ",[161,38631,11458],{},[161,38633,11407],{},"; changing one changes both.",[179,38636,7453],{"id":7452},[146,38638,38639,38640,38642],{},"Switch the add-on on. It shows ",[161,38641,4956],{}," once it's on and has at least one link.",[598,38644,38645],{},[146,38646,38647],{},"Google asks businesses not to invite only happy clients, and some places regulate it. Asking only 5-star clients, or everyone who leaves a rating, is your choice; check the rules that apply to you.",[150,38649,38651],{"id":38650},"what-your-client-sees","What your client sees",[31210,38653,38654,38668,38680,38694],{},[158,38655,38656,38659,38660,38663,38664,38667],{},[161,38657,38658],{},"Right after they rate you."," A full-screen page shows their review, credits the person who looked after them by name, and offers ",[161,38661,38662],{},"Copy review and open Google",". That one tap is all they do here: their words are copied, the page shows ",[161,38665,38666],{},"Copied. Opening Google",", and about a second later your Google review form opens, where they tap their stars and paste.",[158,38669,38670,38673,38674,189,38677,170],{},[161,38671,38672],{},"If the copy doesn't work."," Some browsers don't let a page copy. Then the client isn't sent anywhere: their words are shown in full to copy by hand, with ",[161,38675,38676],{},"Copy again",[161,38678,38679],{},"Open Google",[158,38681,38682,38685,38686,490,38688,189,38690,38693],{},[161,38683,38684],{},"If they skip."," One calm screen says their review is saved either way, with ",[161,38687,38662],{},[161,38689,6131],{},[161,38691,38692],{},"Don't ask me again",". It appears once per review.",[158,38695,38696,38699,38700,38702],{},[161,38697,38698],{},"One reminder."," If they chose ",[161,38701,6131],{}," or closed the page, they get one reminder: the same page the next time they open their client portal (within 30 days), or one email two days after their review, whichever comes first. Never both.",[146,38704,38705],{},"Google's form can't be filled in for them, so the clipboard carries their words. In the client app, Google opens in the phone's browser or the Google Maps app, and when they come back they see a short thank-you.",[150,38707,38709],{"id":38708},"who-is-asked","Who is asked",[146,38711,38712],{},"The Google page is offered only when all of these are true:",[721,38714,38715,38724],{},[724,38716,38717],{},[727,38718,38719,38721],{},[730,38720,1711],{},[730,38722,38723],{},"Rule",[737,38725,38726,38734,38741,38748,38755,38763],{},[727,38727,38728,38731],{},[742,38729,38730],{},"Add-on",[742,38732,38733],{},"Google Rating Boost is on",[727,38735,38736,38738],{},[742,38737,11841],{},[742,38739,38740],{},"Their location, or the business, has a Google review link",[727,38742,38743,38745],{},[742,38744,11298],{},[742,38746,38747],{},"They rated you at or above your trigger",[727,38749,38750,38752],{},[742,38751,16889],{},[742,38753,38754],{},"They aren't blocked and haven't turned off review requests",[727,38756,38757,38760],{},[742,38758,38759],{},"Frequency",[742,38761,38762],{},"They haven't been asked about Google by your business in the last 6 months",[727,38764,38765,38768],{},[742,38766,38767],{},"Already done",[742,38769,38770,38771],{},"They haven't gone to Google for that location before, and haven't chosen ",[161,38772,38692],{},[146,38774,38775],{},"Each review is asked about once. Editing a review never asks again. The reminder email also needs an email address on their record.",[146,38777,38778,38779,38781],{},"With the add-on off, a client who rates you at or above your trigger sees a plain ",[161,38780,38679],{}," button on the thank-you page instead, with no full-screen page and no reminder.",[150,38783,306],{"id":305},[146,38785,38786,38787,3845,38789,38792],{},"The add-on shows ",[161,38788,4956],{},[161,38790,38791],{},"Engagement"," you see, all time and for the last 30 days:",[155,38794,38795,38801,38810],{},[158,38796,38797,38800],{},[161,38798,38799],{},"Asked on the review page",": clients shown the Google page.",[158,38802,38803,189,38806,38809],{},[161,38804,38805],{},"Copied their review",[161,38807,38808],{},"Went on to Google",", with the share of those asked.",[158,38811,38812,490,38815,38818,38819,170],{},[161,38813,38814],{},"Skipped",[161,38816,38817],{},"Reminded once"," (and how many then went to Google) and ",[161,38820,38821],{},"Asked not to be asked again",[146,38823,38824,38825,12315,38827,38829],{},"Owneli can see that a client opened your Google form, not whether they posted. The ",[161,38826,6751],{},[161,38828,11218],{}," shows how many went to Google too.",[150,38831,317],{"id":316},[179,38833,38835],{"id":38834},"it-says-needs-setup","It says Needs setup",[146,38837,38838,38839,170],{},"It's on but has no Google review link. Add one under ",[161,38840,38596],{},[179,38842,38844],{"id":38843},"a-5-star-client-wasnt-asked","A 5-star client wasn't asked",[146,38846,38847,38848,38850,38851,38853],{},"Check, in order: the add-on is ",[161,38849,4956],{}," with a link for their location, they weren't asked in the last 6 months, they haven't been to Google for that location before, and they didn't choose ",[161,38852,38692],{},". A client who turned off review requests is never asked.",[179,38855,38857],{"id":38856},"does-it-post-the-review-for-them","Does it post the review for them?",[146,38859,38860],{},"No. It copies their own words and opens your Google review form; the client posts the review themselves.",{"title":359,"searchDepth":23,"depth":23,"links":38862},[38863,38864,38870,38871,38872,38873],{"id":152,"depth":23,"text":153},{"id":7579,"depth":23,"text":7580,"children":38865},[38866,38867,38868,38869],{"id":38576,"depth":33,"text":38577},{"id":38590,"depth":33,"text":38591},{"id":38619,"depth":33,"text":38620},{"id":7452,"depth":33,"text":7453},{"id":38650,"depth":23,"text":38651},{"id":38708,"depth":23,"text":38709},{"id":305,"depth":23,"text":306},{"id":316,"depth":23,"text":317,"children":38874},[38875,38876,38877],{"id":38834,"depth":33,"text":38835},{"id":38843,"depth":33,"text":38844},{"id":38856,"depth":33,"text":38857},"Invite clients who rate you well to post their review on Google in one tap, with one reminder if they skip, and see how many went to Google.",[38880,38881,38882,38883,38884,38885],"get more google reviews","google rating boost","google review link salon","ask clients for google review","review threshold","copy review to google",{},[11546,11548],{"title":11463,"description":38878},"help\u002Fgrowth\u002Fboost-your-google-rating","QsPABt7lUw7oDOKnP29baozIIMpJC3GPUcbbglW1yTE",{"id":38892,"title":38893,"audience":120,"body":38894,"category":135,"description":39081,"draft":386,"extension":387,"icon":51,"keywords":39082,"locale":11,"meta":39088,"navigation":398,"order":37908,"path":3806,"related":39089,"seo":39090,"sourceHash":402,"stem":39091,"translationReviewed":386,"updatedAt":404,"__hash__":39092},"help\u002Fhelp\u002Fportal\u002Frefer-a-friend.md","Refer a friend and earn rewards",{"type":143,"value":38895,"toc":39067},[38896,38902,38906,38948,38952,38967,39025,39032,39034,39044,39046,39050,39053,39057,39060,39064],[146,38897,38898,38899,38901],{},"If a business rewards referrals, ",[161,38900,3800],{}," in your account has your own code and link, and says what you and your friend each get, such as \"Give $20, get $20\".",[150,38903,38905],{"id":38904},"share-your-link","Share your link",[176,38907,38908,38912,38918,38922,38941,38945],{},[179,38909,38911],{"id":38910},"open-refer-a-friend","Open Refer a friend",[146,38913,28284,38914,28287,38916,28290],{},[161,38915,3800],{},[161,38917,2676],{},[179,38919,38921],{"id":38920},"share-it","Share it",[146,38923,522,38924,38927,38928,470,38931,38933,38934,38936,38937,38940],{},[161,38925,38926],{},"Share"," to use your phone's share options, or tap ",[161,38929,38930],{},"WhatsApp",[161,38932,13869],{},". You can also tap ",[161,38935,10658],{}," or copy ",[161,38938,38939],{},"Your code",", or let a friend scan the QR code on your screen.",[179,38942,38944],{"id":38943},"your-friend-books","Your friend books",[146,38946,38947],{},"When your friend books through your link or uses your code, their welcome reward is applied.",[150,38949,38951],{"id":38950},"follow-your-referrals","Follow your referrals",[146,38953,38954,38955,38957,38958,38960,38961,3845,38963,38966],{},"The top of the page shows how many you've ",[161,38956,12944],{},", how many ",[161,38959,1066],{},", and what you've ",[161,38962,27866],{},[161,38964,38965],{},"Your referrals",", each one shows where it's up to:",[721,38968,38969,38977],{},[724,38970,38971],{},[727,38972,38973,38975],{},[730,38974,4922],{},[730,38976,1026],{},[737,38978,38979,38988,38997,39006,39015],{},[727,38980,38981,38985],{},[742,38982,38983],{},[161,38984,12944],{},[742,38986,38987],{},"They have your link but haven't booked yet",[727,38989,38990,38994],{},[742,38991,38992],{},[161,38993,15025],{},[742,38995,38996],{},"They've booked their first visit",[727,38998,38999,39003],{},[742,39000,39001],{},[161,39002,1066],{},[742,39004,39005],{},"Their visit happened. This is what earns your reward.",[727,39007,39008,39012],{},[742,39009,39010],{},[161,39011,10635],{},[742,39013,39014],{},"The invitation ran out unused",[727,39016,39017,39022],{},[742,39018,39019],{},[161,39020,39021],{},"Reversed",[742,39023,39024],{},"The visit was refunded, so the reward was taken back",[146,39026,39027,39028,39031],{},"Some businesses also have ",[161,39029,39030],{},"Milestones",", such as a bonus for five friends, with a bar showing how close you are.",[150,39033,306],{"id":305},[146,39035,39036,39037,29891,39039,39041,39042,170],{},"A friend who books shows under ",[161,39038,38965],{},[161,39040,27866],{}," total goes up once their visit is ",[161,39043,1066],{},[150,39045,317],{"id":316},[179,39047,39049],{"id":39048},"when-do-i-get-my-reward","When do I get my reward?",[146,39051,39052],{},"When your friend's first visit happens. An invitation or a booking alone doesn't earn it yet.",[179,39054,39056],{"id":39055},"can-i-refer-someone-whos-already-a-client","Can I refer someone who's already a client?",[146,39058,39059],{},"Referral rewards are for new clients. The business's own terms decide.",[179,39061,39063],{"id":39062},"referrals-arent-available-here-yet","\"Referrals aren't available here yet\"",[146,39065,39066],{},"The business hasn't turned on referral rewards.",{"title":359,"searchDepth":23,"depth":23,"links":39068},[39069,39074,39075,39076],{"id":38904,"depth":23,"text":38905,"children":39070},[39071,39072,39073],{"id":38910,"depth":33,"text":38911},{"id":38920,"depth":33,"text":38921},{"id":38943,"depth":33,"text":38944},{"id":38950,"depth":23,"text":38951},{"id":305,"depth":23,"text":306},{"id":316,"depth":23,"text":317,"children":39077},[39078,39079,39080],{"id":39048,"depth":33,"text":39049},{"id":39055,"depth":33,"text":39056},{"id":39062,"depth":33,"text":39063},"Share your referral code or link, see what you and your friend each get, and follow your referrals until your reward arrives.",[39083,39084,39085,39086,39087],"refer a friend salon","referral link","referral code","invite a friend discount","referral reward not received",{},[3745],{"title":38893,"description":39081},"help\u002Fportal\u002Frefer-a-friend","uLdl_LEbuRZv3qoR9w_brwKHt1jYOeGUmYGZ9iFzB0Y",{"id":39094,"title":39095,"audience":7,"body":39096,"category":54,"description":39336,"draft":386,"extension":387,"icon":39337,"keywords":39338,"locale":11,"meta":39344,"navigation":398,"order":37908,"path":24569,"related":39345,"seo":39346,"sourceHash":402,"stem":39347,"translationReviewed":386,"updatedAt":404,"__hash__":39348},"help\u002Fhelp\u002Fretail\u002Ftransfer-stock-between-locations.md","Transfer stock between locations",{"type":143,"value":39097,"toc":39318},[39098,39108,39110,39132,39136,39212,39216,39224,39226,39274,39276,39288,39290,39294,39300,39304,39311,39315],[146,39099,39100,39101,3089,39103,3089,39105,39107],{},"A transfer moves products from one of your locations to another. It goes from ",[161,39102,10586],{},[161,39104,10596],{},[161,39106,28744],{},". Stock at both locations changes only when the transfer is received, so nothing is lost in between.",[150,39109,153],{"id":152},[155,39111,39112,39117,39126],{},[158,39113,39114,39116],{},[161,39115,1421],{}," you need permission to manage stock transfers, and you must work at both locations.",[158,39118,39119,39122,39123,170],{},[161,39120,39121],{},"Two locations."," Transfers need at least two active locations. With one, you see ",[161,39124,39125],{},"Transfers need two locations",[158,39127,39128,39131],{},[161,39129,39130],{},"Tracked products."," Only products whose stock you track can be moved.",[150,39133,39135],{"id":39134},"move-stock-to-another-location","Move stock to another location",[176,39137,39138,39142,39152,39154,39162,39166,39180,39182,39191,39193,39202,39206],{},[179,39139,39141],{"id":39140},"start-a-transfer","Start a transfer",[146,39143,1936,39144,6442,39146,35505,39149,170],{},[161,39145,35501],{},[161,39147,39148],{},"Transfers",[161,39150,39151],{},"New transfer",[179,39153,36313],{"id":36312},[146,39155,7426,39156,7614,39159,170],{},[161,39157,39158],{},"From location",[161,39160,39161],{},"To location",[179,39163,39165],{"id":39164},"add-the-products","Add the products",[146,39167,15035,39168,7599,39171,39173,39174,39176,39177,39179],{},[161,39169,39170],{},"Product",[161,39172,9191],{}," for each one. You see how many are on hand at the source as you go. Select ",[161,39175,24289],{}," for each further line. Add ",[161,39178,3462],{}," for the courier, batch or reason if you like.",[179,39181,4688],{"id":4687},[146,39183,225,39184,39187,39188,39190],{},[161,39185,39186],{},"Create transfer",". It's saved as a ",[161,39189,10586],{},", which you can still change or cancel.",[179,39192,12918],{"id":12917},[146,39194,39195,39196,7125,39198,39201],{},"When the box leaves, open the transfer and select ",[161,39197,2717],{},[161,39199,39200],{},"Send transfer",". Owneli checks the source has enough of every product first, and tells you which ones are short.",[179,39203,39205],{"id":39204},"receive-it","Receive it",[146,39207,39208,39209,39211],{},"When the box arrives, open the transfer at the destination and select ",[161,39210,28662],{},". The source goes down and the destination goes up, together.",[554,39213],{"alt":39214,"height":4148,"src":39215,"width":7882},"The New stock transfer panel: From location and To location, Products asking you to pick a source location first, Notes for the courier, batch or reason, and Create transfer at the bottom.","\u002Fhelp\u002Fretail\u002Ftransfer-stock-between-locations\u002Fnew.webp",[2453,39217,39218],{},[146,39219,9094,39220,39223],{},[161,39221,39222],{},"Send transfer?"," message says it deducts stock from the source. In fact, stock at both locations changes when the transfer is received.",[150,39225,23388],{"id":23387},[721,39227,39228,39236],{},[724,39229,39230],{},[727,39231,39232,39234],{},[730,39233,4922],{},[730,39235,19909],{},[737,39237,39238,39247,39256,39265],{},[727,39239,39240,39244],{},[742,39241,39242],{},[161,39243,10586],{},[742,39245,39246],{},"No change. You can still edit it.",[727,39248,39249,39253],{},[742,39250,39251],{},[161,39252,10596],{},[742,39254,39255],{},"No change yet. It's on its way.",[727,39257,39258,39262],{},[742,39259,39260],{},[161,39261,28744],{},[742,39263,39264],{},"Taken from the source and added to the destination",[727,39266,39267,39271],{},[742,39268,39269],{},[161,39270,1070],{},[742,39272,39273],{},"No change. It stays in the list as a record.",[150,39275,306],{"id":305},[146,39277,309,39278,39281,39282,39284,39285,39287],{},[161,39279,39280],{},"Stock received",", and the transfer shows ",[161,39283,28744],{}," with the date. Each location's stock shows the new figures, and ",[161,39286,35665],{}," has a line for each side.",[150,39289,317],{"id":316},[179,39291,39293],{"id":39292},"the-source-location-no-longer-has-enough-stock-to-receive-this-transfer","\"The source location no longer has enough stock to receive this transfer\"",[146,39295,39296,39297,39299],{},"The source sold some of those products after the transfer was sent. Correct the source's stock with a ",[166,39298,24565],{"href":24564}," or an adjustment, then receive again.",[179,39301,39303],{"id":39302},"can-i-change-a-transfer-after-sending-it","Can I change a transfer after sending it?",[146,39305,39306,39307,39310],{},"No. Send it when the quantities are final. If something changed, select ",[161,39308,39309],{},"Cancel transfer"," and create a new one.",[179,39312,39314],{"id":39313},"i-cant-see-new-transfer","I can't see New transfer",[146,39316,39317],{},"You need permission to manage transfers, and your business needs two active locations.",{"title":359,"searchDepth":23,"depth":23,"links":39319},[39320,39321,39329,39330,39331],{"id":152,"depth":23,"text":153},{"id":39134,"depth":23,"text":39135,"children":39322},[39323,39324,39325,39326,39327,39328],{"id":39140,"depth":33,"text":39141},{"id":36312,"depth":33,"text":36313},{"id":39164,"depth":33,"text":39165},{"id":4687,"depth":33,"text":4688},{"id":12917,"depth":33,"text":12918},{"id":39204,"depth":33,"text":39205},{"id":23387,"depth":23,"text":23388},{"id":305,"depth":23,"text":306},{"id":316,"depth":23,"text":317,"children":39332},[39333,39334,39335],{"id":39292,"depth":33,"text":39293},{"id":39302,"depth":33,"text":39303},{"id":39313,"depth":33,"text":39314},"Move products from one location to another. Create a transfer, send it when the box leaves, and receive it when it arrives, which is when stock moves.","i-lucide-arrow-left-right",[39339,39340,39341,39342,39343],"transfer stock between locations","move inventory to another location","stock transfer","multi location inventory","receive stock transfer",{},[24693,24564,10922],{"title":39095,"description":39336},"help\u002Fretail\u002Ftransfer-stock-between-locations","4XRoqQyEZ01AvJMp04Y9QRzLNnQ7VTZ51CnxbMp5ufE",{"id":39350,"title":10156,"audience":7,"body":39351,"category":94,"description":39580,"draft":386,"extension":387,"icon":10403,"keywords":39581,"locale":11,"meta":39588,"navigation":398,"order":37908,"path":10155,"related":39589,"seo":39590,"sourceHash":402,"stem":39591,"translationReviewed":386,"updatedAt":39592,"__hash__":39593},"help\u002Fhelp\u002Fsettings\u002Ftip-policy.md",{"type":143,"value":39352,"toc":39562},[39353,39356,39361,39363,39369,39373,39441,39445,39449,39500,39503,39513,39522,39526,39533,39535,39542,39544,39548,39553,39557],[146,39354,39355],{},"Your tip settings decide whether clients are offered a tip at checkout, which amounts they're shown, and how a tip is shared between your team. Clients always choose: nothing here adds a charge, and no tip is ever picked for them.",[146,39357,39358,39359,170],{},"This article covers setting it up. For tips at the till, see ",[166,39360,5788],{"href":1893},[150,39362,153],{"id":152},[155,39364,39365],{},[158,39366,39367,12536],{},[161,39368,1421],{},[150,39370,39372],{"id":39371},"set-up-tipping","Set up tipping",[176,39374,39375,39377,39381,39385,39391,39395,39405,39409,39425,39429,39435,39437],{},[179,39376,28926],{"id":28925},[146,39378,1936,39379,170],{},[161,39380,10151],{},[179,39382,39384],{"id":39383},"offer-tips","Offer tips",[146,39386,3388,39387,39390],{},[161,39388,39389],{},"Allow tips",". This only shows clients the option.",[179,39392,39394],{"id":39393},"choose-the-suggestions","Choose the suggestions",[146,39396,1203,39397,39400,39401,39404],{},[161,39398,39399],{},"Suggested amounts",", edit the percentages clients see, or select ",[161,39402,39403],{},"Add suggestion",". None is selected for them, and they can always type their own amount or leave nothing.",[179,39406,39408],{"id":39407},"choose-what-the-suggestions-are-based-on","Choose what the suggestions are based on",[146,39410,1203,39411,1207,39414,470,39417,39420,39421,39424],{},[161,39412,39413],{},"Suggested amount is based on",[161,39415,39416],{},"Subtotal before tax",[161,39418,39419],{},"Total after tax",". Switch on ",[161,39422,39423],{},"Include retail products"," if products should count too.",[179,39426,39428],{"id":39427},"choose-how-tips-are-shared","Choose how tips are shared",[146,39430,1203,39431,39434],{},[161,39432,39433],{},"Sharing tips",", pick how a tip is divided when more than one person worked the visit (see below).",[179,39436,2019],{"id":2018},[146,39438,225,39439,9048],{},[161,39440,3844],{},[554,39442],{"alt":39443,"height":13822,"src":39444,"width":1628},"The Tips settings: under Tips offered, Allow tips switched on, Suggested amounts of 15, 18, 20 and 25 percent with Add suggestion, Suggested amount is based on set to Subtotal before tax, and Include retail products; under Sharing tips, By effort (time), recommended, is chosen.","\u002Fhelp\u002Fsettings\u002Ftip-policy\u002Ftips.webp",[150,39446,39448],{"id":39447},"how-tips-are-shared","How tips are shared",[721,39450,39451,39461],{},[724,39452,39453],{},[727,39454,39455,39458],{},[730,39456,39457],{},"Split",[730,39459,39460],{},"Each person's share follows",[737,39462,39463,39473,39482,39491],{},[727,39464,39465,39470],{},[742,39466,39467],{},[161,39468,39469],{},"By effort (time), recommended",[742,39471,39472],{},"The time each person was booked for",[727,39474,39475,39479],{},[742,39476,39477],{},[161,39478,10289],{},[742,39480,39481],{},"The price of the services each person did",[727,39483,39484,39488],{},[742,39485,39486],{},[161,39487,10292],{},[742,39489,39490],{},"An even split",[727,39492,39493,39497],{},[742,39494,39495],{},[161,39496,10295],{},[742,39498,39499],{},"The whole tip goes to the main provider",[146,39501,39502],{},"The cashier can change the split for one sale at checkout.",[146,39504,1203,39505,39508,39509,470,39511,170],{},[161,39506,39507],{},"Tips with no service provider",", choose who gets a tip on a product-only or walk-in sale: ",[161,39510,10314],{},[161,39512,10317],{},[146,39514,39515,39516,4121,39518,39521],{},"To share tips with support staff, switch on ",[161,39517,10323],{},[161,39519,39520],{},"Share sent to support staff",". That part of each provider's tip goes to a shared pool. It only divides what the client left.",[150,39523,39525],{"id":39524},"a-different-setting-for-one-location","A different setting for one location",[146,39527,1203,39528,1486,39530,39532],{},[161,39529,15516],{},[161,39531,29088],{}," on a location and set its own tips. Locations without an override follow your default.",[150,39534,306],{"id":305},[146,39536,39537,39538,189,39540,170],{},"Start a sale and go to payment. The tip step shows your suggested amounts with none selected, plus ",[161,39539,1562],{},[161,39541,1573],{},[150,39543,317],{"id":316},[179,39545,39547],{"id":39546},"clients-arent-offered-a-tip","Clients aren't offered a tip",[146,39549,4489,39550,39552],{},[161,39551,39389],{}," is on, and that this location doesn't have an override with tips off.",[179,39554,39556],{"id":39555},"can-i-add-a-set-service-charge-instead","Can I add a set service charge instead?",[146,39558,39559,39560,170],{},"Not as a tip, because tips are always the client's choice. You can add a service charge to a sale instead. See ",[166,39561,35918],{"href":35917},{"title":359,"searchDepth":23,"depth":23,"links":39563},[39564,39565,39573,39574,39575,39576],{"id":152,"depth":23,"text":153},{"id":39371,"depth":23,"text":39372,"children":39566},[39567,39568,39569,39570,39571,39572],{"id":28925,"depth":33,"text":28926},{"id":39383,"depth":33,"text":39384},{"id":39393,"depth":33,"text":39394},{"id":39407,"depth":33,"text":39408},{"id":39427,"depth":33,"text":39428},{"id":2018,"depth":33,"text":2019},{"id":39447,"depth":23,"text":39448},{"id":39524,"depth":23,"text":39525},{"id":305,"depth":23,"text":306},{"id":316,"depth":23,"text":317,"children":39577},[39578,39579],{"id":39546,"depth":33,"text":39547},{"id":39555,"depth":33,"text":39556},"Choose whether clients are offered a tip, the suggested amounts, and how tips are shared between providers and support staff.",[39582,39583,39584,39585,39586,39587],"tip settings","suggested tip percentages","split tips between staff","tip out support staff","gratuity settings","turn off tipping",{},[1893,4870],{"title":10156,"description":39580},"help\u002Fsettings\u002Ftip-policy","2026-10-18","-jrOg4TRnLOftsNhEQctY_1u_siVKeRwUjQGlr6OAk4",{"id":39595,"title":5278,"audience":7,"body":39596,"category":74,"description":39820,"draft":386,"extension":387,"icon":38087,"keywords":39821,"locale":11,"meta":39827,"navigation":398,"order":37908,"path":5277,"related":39828,"seo":39829,"sourceHash":402,"stem":39830,"translationReviewed":386,"updatedAt":697,"__hash__":39831},"help\u002Fhelp\u002Fteam\u002Fsee-your-own-hours.md",{"type":143,"value":39597,"toc":39805},[39598,39603,39605,39612,39616,39657,39715,39718,39722,39752,39763,39765,39773,39775,39779,39786,39790,39798,39802],[146,39599,39600,39602],{},[161,39601,5274],{}," shows your own clock-ins and paid hours, week by week, with your recent commission and tips. Only you see your records.",[150,39604,153],{"id":152},[155,39606,39607],{},[158,39608,39609,39611],{},[161,39610,1421],{}," every team member.",[150,39613,39615],{"id":39614},"see-your-hours","See your hours",[176,39617,39618,39622,39629,39633,39640,39644],{},[179,39619,39621],{"id":39620},"open-my-hours","Open My hours",[146,39623,426,39624,39626,39627,170],{},[161,39625,312],{},", in the clock-in card, select ",[161,39628,16321],{},[179,39630,39632],{"id":39631},"choose-the-week","Choose the week",[146,39634,1986,39635,189,39637,39639],{},[161,39636,7900],{},[161,39638,7903],{}," to move between weeks.",[179,39641,39643],{"id":39642},"read-the-week","Read the week",[146,39645,39646,39647,490,39650,189,39653,39656],{},"The tiles show your ",[161,39648,39649],{},"Paid hours",[161,39651,39652],{},"Days worked",[161,39654,39655],{},"Break time",". Each day lists when you clocked in and out, your break, and the paid hours.",[721,39658,39659,39667],{},[724,39660,39661],{},[727,39662,39663,39665],{},[730,39664,4922],{},[730,39666,1026],{},[737,39668,39669,39678,39688,39697,39706],{},[727,39670,39671,39675],{},[742,39672,39673],{},[161,39674,11687],{},[742,39676,39677],{},"You're clocked in now",[727,39679,39680,39685],{},[742,39681,39682],{},[161,39683,39684],{},"Complete",[742,39686,39687],{},"Clocked out, not checked yet",[727,39689,39690,39694],{},[742,39691,39692],{},[161,39693,5180],{},[742,39695,39696],{},"Your manager changed it",[727,39698,39699,39703],{},[742,39700,39701],{},[161,39702,5190],{},[742,39704,39705],{},"Signed off for payroll",[727,39707,39708,39712],{},[742,39709,39710],{},[161,39711,5200],{},[742,39713,39714],{},"Doesn't count",[146,39716,39717],{},"Unpaid breaks are taken off your paid hours; paid breaks aren't.",[150,39719,39721],{"id":39720},"your-earnings","Your earnings",[146,39723,39724,39727,39728,189,39730,2079,39732,39735,39736,39738,39739,1469,39742,39745,39746,39748,39749,170],{},[161,39725,39726],{},"Earnings · last 30 days"," shows your ",[161,39729,22260],{},[161,39731,5788],{},[161,39733,39734],{},"Commission lines · last 30 days"," lists each commission you earned. If one looks wrong, select the scales button beside it (",[161,39737,25323],{},"), say ",[161,39740,39741],{},"What looks wrong?",[161,39743,39744],{},"Raise dispute",". The line shows ",[161,39747,23836],{}," until your manager reviews it, and their answer appears under ",[161,39750,39751],{},"My disputes",[146,39753,1203,39754,39756,39757,39759,39760,39762],{},[161,39755,30077],{},", each pay period you've been paid for is listed with its ",[161,39758,36117],{}," and the date it was ",[161,39761,1512],{},". Select one to see the details.",[150,39764,306],{"id":305},[146,39766,39767,39768,39770,39771,170],{},"After you clock out, today shows ",[161,39769,39684],{}," with your hours. Once your manager approves it, it shows ",[161,39772,5190],{},[150,39774,317],{"id":316},[179,39776,39778],{"id":39777},"no-hours-this-week","\"No hours this week\"",[146,39780,39781,39782,4867,39784,170],{},"You haven't clocked in this week. Use the clock-in card on ",[161,39783,312],{},[166,39785,2901],{"href":2900},[179,39787,39789],{"id":39788},"my-hours-look-wrong","My hours look wrong",[146,39791,39792,39793,39795,39796,170],{},"Ask your manager. They can correct it in ",[161,39794,5084],{},", and the day then shows ",[161,39797,5180],{},[179,39799,39801],{"id":39800},"can-i-see-a-colleagues-hours","Can I see a colleague's hours?",[146,39803,39804],{},"No. Only managers with permission to manage scheduling see the whole team's timesheets.",{"title":359,"searchDepth":23,"depth":23,"links":39806},[39807,39808,39813,39814,39815],{"id":152,"depth":23,"text":153},{"id":39614,"depth":23,"text":39615,"children":39809},[39810,39811,39812],{"id":39620,"depth":33,"text":39621},{"id":39631,"depth":33,"text":39632},{"id":39642,"depth":33,"text":39643},{"id":39720,"depth":23,"text":39721},{"id":305,"depth":23,"text":306},{"id":316,"depth":23,"text":317,"children":39816},[39817,39818,39819],{"id":39777,"depth":33,"text":39778},{"id":39788,"depth":33,"text":39789},{"id":39800,"depth":33,"text":39801},"See your own clock-ins, paid hours and breaks week by week, with your recent commission, tips and pay summaries.",[39822,39823,39824,39825,39826],"check my hours","my worked hours","see my timesheet","my tips and commission","staff hours page",{},[5453,2900],{"title":5278,"description":39820},"help\u002Fteam\u002Fsee-your-own-hours","ayl3cWdnDdIMW9Uy8AiRUPsS-a4CAmJEt7ykruv2kys",{"id":39833,"title":28439,"audience":120,"body":39834,"category":125,"description":40055,"draft":386,"extension":387,"icon":51,"keywords":40056,"locale":11,"meta":40062,"navigation":398,"order":40063,"path":11976,"related":40064,"seo":40065,"sourceHash":402,"stem":40066,"translationReviewed":386,"updatedAt":5027,"__hash__":40067},"help\u002Fhelp\u002Fbook-online\u002Fgift-cards-online.md",{"type":143,"value":39835,"toc":40038},[39836,39839,39843,39893,39896,39902,39906,39912,39922,39926,39929,39947,39960,40008,40012,40017,40019,40024,40026,40028,40031,40035],[146,39837,39838],{},"Buy a gift card on the business's website and it's emailed to the person you're giving it to, with your message. Anyone with the card can check its balance, without signing in.",[150,39840,39842],{"id":39841},"buy-a-gift-card","Buy a gift card",[176,39844,39845,39849,39854,39856,39866,39868,39876,39878,39886,39888],{},[179,39846,39848],{"id":39847},"open-the-gift-cards-page","Open the gift cards page",[146,39850,39851,39852,170],{},"On the business's website, tap ",[161,39853,4684],{},[179,39855,32456],{"id":32455},[146,39857,39858,39859,39862,39863,39865],{},"Tap an amount, such as ",[161,39860,39861],{},"$50.00",", or type your own in ",[161,39864,1573],{},". Each business sets the lowest and highest amounts.",[179,39867,17408],{"id":17407},[146,39869,11649,39870,189,39872,5318,39874,4617],{},[161,39871,17419],{},[161,39873,17413],{},[161,39875,15865],{},[179,39877,480],{"id":479},[146,39879,9334,39880,189,39882,39885],{},[161,39881,489],{},[161,39883,39884],{},"Your email"," for your receipt.",[179,39887,9607],{"id":31388},[146,39889,522,39890,39892],{},[161,39891,529],{}," and enter your card on the secure form. The business never sees your card number.",[146,39894,39895],{},"The recipient gets an email with the gift card, your message, its code and a link to its balance.",[146,39897,39898,39899,39901],{},"If the business can text, the form also offers ",[161,39900,17569],{},". You don't have to fill it in. The gift is always emailed, and it's texted too if the recipient already gets texts from the business, unless it's sent outside the business's texting hours. To change or remove the number before the gift goes, contact the business.",[150,39903,39905],{"id":39904},"give-a-treatment-or-send-it-on-a-date","Give a treatment or send it on a date",[146,39907,39908,39909,39911],{},"Some businesses let you give a treatment instead of an amount: tap ",[161,39910,3318],{},", then choose the service and its option. The card holds the treatment's price on that day and can be spent on anything, so the recipient can put it towards something else if they prefer.",[146,39913,1203,39914,1207,39917,470,39919,39921],{},[161,39915,39916],{},"When to send it",[161,39918,17496],{},[161,39920,17492],{}," and pick the day, from tomorrow up to a year ahead. The gift is emailed at 9:00 that morning in the business's local time, and the confirmation says so. You pay now. To change the date or the recipient before it goes, contact the business.",[150,39923,39925],{"id":39924},"check-a-balance","Check a balance",[146,39927,39928],{},"Either way works, without an account:",[155,39930,39931,39936],{},[158,39932,39933,39935],{},[161,39934,9326],{}," that came with the card.",[158,39937,39938,39940,39941,39943,39944,170],{},[161,39939,34521],{}," on the business's balance page, ",[161,39942,35359],{},", then tap ",[161,39945,39946],{},"Check balance",[146,39948,39949,39950,39952,39953,39955,39956,39959],{},"The balance page shows the ",[161,39951,27859],{},", how much has been used, ",[161,39954,27863],{},", where it can be used, and when it expires. ",[161,39957,39958],{},"Book at"," and the business name lets you book a visit.",[721,39961,39962,39970],{},[724,39963,39964],{},[727,39965,39966,39968],{},[730,39967,4922],{},[730,39969,1026],{},[737,39971,39972,39981,39990,39999],{},[727,39973,39974,39978],{},[742,39975,39976],{},[161,39977,4956],{},[742,39979,39980],{},"Ready to spend",[727,39982,39983,39987],{},[742,39984,39985],{},[161,39986,17804],{},[742,39988,39989],{},"It's all been spent",[727,39991,39992,39996],{},[742,39993,39994],{},[161,39995,10635],{},[742,39997,39998],{},"Past its expiry date",[727,40000,40001,40005],{},[742,40002,40003],{},[161,40004,5200],{},[742,40006,40007],{},"Cancelled by the business",[150,40009,40011],{"id":40010},"spend-it","Spend it",[146,40013,40014,40015,170],{},"Give the code when you pay at the business, or show the balance page. If you have an account with the business, cards you hold also appear in your ",[166,40016,3766],{"href":3772},[150,40018,306],{"id":305},[146,40020,40021,40022,170],{},"After you buy, your receipt arrives by email and the recipient gets their gift card. Its balance page shows the full amount as ",[161,40023,4956],{},[150,40025,317],{"id":316},[179,40027,17862],{"id":17861},[146,40029,40030],{},"Ask them to check their spam folder, then contact the business, who can send it again.",[179,40032,40034],{"id":40033},"gift-card-not-found","\"Gift card not found\"",[146,40036,40037],{},"Check the code. If it looks right, contact the business that gave you the card.",{"title":359,"searchDepth":23,"depth":23,"links":40039},[40040,40047,40048,40049,40050,40051],{"id":39841,"depth":23,"text":39842,"children":40041},[40042,40043,40044,40045,40046],{"id":39847,"depth":33,"text":39848},{"id":32455,"depth":33,"text":32456},{"id":17407,"depth":33,"text":17408},{"id":479,"depth":33,"text":480},{"id":31388,"depth":33,"text":9607},{"id":39904,"depth":23,"text":39905},{"id":39924,"depth":23,"text":39925},{"id":40010,"depth":23,"text":40011},{"id":305,"depth":23,"text":306},{"id":316,"depth":23,"text":317,"children":40052},[40053,40054],{"id":17861,"depth":33,"text":17862},{"id":40033,"depth":33,"text":40034},"Buy a gift card online and have it emailed with your message, check any card's balance with its link or code, and spend it when you pay.",[40057,40058,40059,40060,40061],"buy gift card salon","check gift card balance","gift card code balance","spa gift card online","use gift card at salon",{},90,[693,3772],{"title":28439,"description":40055},"help\u002Fbook-online\u002Fgift-cards-online","2J2uhd1ib_PwHPeid2wT9ET4tCwCof23Ae2qvynKXeA",{"id":40069,"title":40070,"audience":7,"body":40071,"category":24,"description":40362,"draft":386,"extension":387,"icon":40363,"keywords":40364,"locale":11,"meta":40371,"navigation":398,"order":40063,"path":38240,"related":40372,"seo":40373,"sourceHash":402,"stem":40374,"translationReviewed":386,"updatedAt":2935,"__hash__":40375},"help\u002Fhelp\u002Fcalendar\u002Fassign-rooms-and-equipment.md","Assign rooms and equipment to a booking",{"type":143,"value":40072,"toc":40337},[40073,40080,40082,40094,40098,40159,40163,40192,40196,40207,40257,40264,40268,40278,40282,40295,40297,40306,40308,40312,40315,40319,40325,40329],[146,40074,40075,40076,40079],{},"Rooms and machines are your ",[161,40077,40078],{},"resources",". Set them up once, say which services need them, and every booking reserves a free one by itself. When nothing is free, the booking can't be made.",[150,40081,153],{"id":152},[155,40083,40084,40089],{},[158,40085,40086,40088],{},[161,40087,1421],{}," admins and anyone who can manage appointments.",[158,40090,21917,40091,170],{},[161,40092,40093],{},"Settings → Booking → Rooms & equipment",[150,40095,40097],{"id":40096},"set-up-a-room-or-machine","Set up a room or machine",[176,40099,40100,40104,40112,40116,40124,40128,40136,40140,40145,40147,40152,40154],{},[179,40101,40103],{"id":40102},"start-a-new-resource","Start a new resource",[146,40105,3027,40106,40108,40109,170],{},[161,40107,4747],{}," page, select ",[161,40110,40111],{},"New resource",[179,40113,40115],{"id":40114},"choose-the-kind","Choose the kind",[146,40117,3315,40118,40120,40121,40123],{},[161,40119,9832],{}," (a treatment room, laser bay or consult room) or ",[161,40122,3321],{}," (a laser, microcurrent unit or peel kit).",[179,40125,40127],{"id":40126},"name-it-and-give-it-a-type","Name it and give it a type",[146,40129,7165,40130,40132,40133,40135],{},[161,40131,4016],{},", such as \"Treatment Room 1\", and a ",[161,40134,5299],{},", such as \"Laser\". Services ask for a type, so any free resource of that type will do.",[179,40137,40139],{"id":40138},"set-how-many","Set how many",[146,40141,40142,40144],{},[161,40143,24538],{}," is how many identical units you have. Two laser machines of the same type means two clients can use one at the same time.",[179,40146,24506],{"id":24505},[146,40148,7426,40149,40151],{},[161,40150,822],{}," it lives at. It's only offered for bookings there.",[179,40153,4688],{"id":4687},[146,40155,225,40156,170],{},[161,40157,40158],{},"Create resource",[150,40160,40162],{"id":40161},"say-which-services-need-it","Say which services need it",[176,40164,40165,40167,40174,40178,40187,40189],{},[179,40166,10668],{"id":10667},[146,40168,1936,40169,40171,40172,25855],{},[161,40170,4549],{},", open the service, and select ",[161,40173,4747],{},[179,40175,40177],{"id":40176},"choose-what-it-needs","Choose what it needs",[146,40179,1203,40180,37182,40183,40186],{},[161,40181,40182],{},"Required resources",[161,40184,40185],{},"Requires a room"," if the service takes a room, and choose each equipment type it uses.",[179,40188,2019],{"id":2018},[146,40190,40191],{},"Save the service.",[150,40193,40195],{"id":40194},"how-it-works-at-booking","How it works at booking",[146,40197,40198,40199,40201,40202,40204,40205,170],{},"In the booking panel, ",[161,40200,9832],{}," is filled in with a free room: \"Auto-assigned to a free room. Change it if you prefer another.\" Only rooms free for that exact time are offered. Required ",[161,40203,3321],{}," is reserved too, and a unit busy elsewhere shows as ",[161,40206,9892],{},[721,40208,40209,40217],{},[724,40210,40211],{},[727,40212,40213,40215],{},[730,40214,9398],{},[730,40216,19842],{},[737,40218,40219,40230,40238,40249],{},[727,40220,40221,40224],{},[742,40222,40223],{},"No room free at that time",[742,40225,40226,40227],{},"The booking can't be made: ",[161,40228,40229],{},"No room is free for this time. Pick another slot.",[727,40231,40232,40235],{},[742,40233,40234],{},"The equipment is taken",[742,40236,40237],{},"The booking is refused when you save, so two front desks can't both book the last machine",[727,40239,40240,40246],{},[742,40241,40242,40243,40245],{},"A visit in a ",[166,40244,38259],{"href":19297}," has nothing free",[742,40247,40248],{},"That visit is skipped, and counted in the message",[727,40250,40251,40254],{},[742,40252,40253],{},"A group can't fit every guest's resources",[742,40255,40256],{},"The whole party is refused rather than half booked",[146,40258,40259,40260,40263],{},"This applies even when ",[166,40261,40262],{"href":10081},"double booking"," is on. That setting is about people's time, never about rooms and machines. Online booking only offers times when the room and equipment are free.",[150,40265,40267],{"id":40266},"see-rooms-on-the-calendar","See rooms on the calendar",[146,40269,40270,40271,4034,40273,470,40275,40277],{},"In the calendar toolbar, open ",[161,40272,780],{},[161,40274,791],{},[161,40276,794],{},". Each resource gets a column. An appointment shows in both its team member's column and its room's column: drag the one in the team member's column to move it.",[150,40279,40281],{"id":40280},"take-something-out-of-service","Take something out of service",[146,40283,40284,40285,32329,40288,40290,40291,263,40293,30101],{},"Open the resource and set ",[161,40286,40287],{},"Out of service until",[161,40289,7168],{}," for staff. Nothing that needs it can be booked before that day. Bookings already on that day show a warning to move them. For a longer break, switch it to ",[161,40292,7473],{},[161,40294,3496],{},[150,40296,306],{"id":305},[146,40298,40299,40300,40302,40303,40305],{},"Book a service that needs the resource: the ",[161,40301,9832],{}," field fills in by itself. On the ",[161,40304,4747],{}," page, each resource shows its units and how many services use it.",[150,40307,317],{"id":316},[179,40309,40311],{"id":40310},"i-cant-pick-the-room-i-want","I can't pick the room I want",[146,40313,40314],{},"Only rooms free for that exact time and length are offered. Change the time and the list updates.",[179,40316,40318],{"id":40317},"removed-1-but-1-still-have-upcoming-bookings","\"Removed 1, but 1 still have upcoming bookings\"",[146,40320,40321,40322,40324],{},"You lowered ",[161,40323,24538],{}," while some units still have bookings. Move or cancel those appointments first.",[179,40326,40328],{"id":40327},"the-resources-tab-says-there-are-no-resource-types","The Resources tab says there are no resource types",[146,40330,40331,40332,4346,40334,40336],{},"Give your rooms and equipment a ",[161,40333,5299],{},[161,40335,4747],{}," page first, then require that type on the service.",{"title":359,"searchDepth":23,"depth":23,"links":40338},[40339,40340,40348,40353,40354,40355,40356,40357],{"id":152,"depth":23,"text":153},{"id":40096,"depth":23,"text":40097,"children":40341},[40342,40343,40344,40345,40346,40347],{"id":40102,"depth":33,"text":40103},{"id":40114,"depth":33,"text":40115},{"id":40126,"depth":33,"text":40127},{"id":40138,"depth":33,"text":40139},{"id":24505,"depth":33,"text":24506},{"id":4687,"depth":33,"text":4688},{"id":40161,"depth":23,"text":40162,"children":40349},[40350,40351,40352],{"id":10667,"depth":33,"text":10668},{"id":40176,"depth":33,"text":40177},{"id":2018,"depth":33,"text":2019},{"id":40194,"depth":23,"text":40195},{"id":40266,"depth":23,"text":40267},{"id":40280,"depth":23,"text":40281},{"id":305,"depth":23,"text":306},{"id":316,"depth":23,"text":317,"children":40358},[40359,40360,40361],{"id":40310,"depth":33,"text":40311},{"id":40317,"depth":33,"text":40318},{"id":40327,"depth":33,"text":40328},"Set up rooms and machines, link them to the services that need them, and let every booking reserve a free one, so two clients never share one laser.","i-lucide-door-open",[40365,40366,40367,40368,40369,40370],"assign room to appointment","equipment double booked","treatment room scheduling","no room free for this time","add resources rooms equipment","laser out of service",{},[1383,10081,4753],{"title":40070,"description":40362},"help\u002Fcalendar\u002Fassign-rooms-and-equipment","oUC-tfxD5JnBA3x4xNG1qGux6IWlpD-IdcokciHk3Vc",{"id":40377,"title":40378,"audience":7,"body":40379,"category":34,"description":40602,"draft":386,"extension":387,"icon":40603,"keywords":40604,"locale":11,"meta":40610,"navigation":398,"order":40063,"path":1756,"related":40611,"seo":40612,"sourceHash":402,"stem":40613,"translationReviewed":386,"updatedAt":697,"__hash__":40614},"help\u002Fhelp\u002Fcheckout\u002Fsend-a-pay-by-link.md","Send a pay-by-link so the client pays on their phone",{"type":143,"value":40380,"toc":40584},[40381,40384,40386,40399,40403,40447,40452,40463,40467,40476,40522,40526,40535,40540,40542,40550,40552,40556,40561,40565,40568,40572,40577,40581],[146,40382,40383],{},"Send the client a secure link and let them pay on their own phone. They type their own card, can add a tip, and the sale closes itself on your screen. You never see or type their card number.",[150,40385,153],{"id":152},[155,40387,40388,40394],{},[158,40389,40390,40391,40393],{},"The sale needs a ",[161,40392,120],{}," on it and a balance to pay.",[158,40395,40396,40397,170],{},"Your business needs card payments connected. See ",[166,40398,1450],{"href":1449},[150,40400,40402],{"id":40401},"send-the-link","Send the link",[176,40404,40405,40409,40415,40419,40432,40434,40440,40444],{},[179,40406,40408],{"id":40407},"choose-self-checkout","Choose Self checkout",[146,40410,34513,40411,1486,40413,170],{},[161,40412,1585],{},[161,40414,1750],{},[179,40416,40418],{"id":40417},"choose-text-or-email","Choose text or email",[146,40420,225,40421,470,40423,40425,40426,470,40429,40431],{},[161,40422,13869],{},[161,40424,493],{},". The client's ",[161,40427,40428],{},"Mobile number",[161,40430,188],{}," is filled in from their profile. If they have none yet, what you type is saved to their profile.",[179,40433,12918],{"id":12917},[146,40435,225,40436,40439],{},[161,40437,40438],{},"Send link",". The client gets a message with your business name and a button to pay securely.",[179,40441,40443],{"id":40442},"wait-for-the-payment","Wait for the payment",[146,40445,40446],{},"Your screen says the client is adding their card. It updates by itself the moment they pay, and the sale completes. There's nothing to refresh.",[554,40448],{"alt":40449,"height":40450,"src":40451,"width":1614},"Self checkout selected on the payment step, its tile reading Client pays on their phone, with Email chosen: the client's first name, last name and email address filled in, and the three How it works steps.",734,"\u002Fhelp\u002Fcheckout\u002Fsend-a-pay-by-link\u002Fself-checkout.webp",[146,40453,40454,40455,1469,40457,470,40460,170],{},"You can also send a link from the cart: open ",[161,40456,1855],{},[161,40458,40459],{},"Send payment link · text",[161,40461,40462],{},"Send payment link · email",[150,40464,40466],{"id":40465},"what-the-client-sees","What the client sees",[146,40468,8228,40469,40472,40473,40475],{},[161,40470,40471],{},"Secure checkout"," page in your branding, with each item, tax and the total. If the sale includes a service, they're offered a tip for their provider. It's optional and nothing is pre-selected. They enter their card and select ",[161,40474,9607],{},". Their card is also saved to their profile for next time.",[721,40477,40478,40486],{},[724,40479,40480],{},[727,40481,40482,40484],{},[730,40483,38723],{},[730,40485,20435],{},[737,40487,40488,40496,40504,40512],{},[727,40489,40490,40493],{},[742,40491,40492],{},"The link lasts 24 hours",[742,40494,40495],{},"After that it stops working; send a new one.",[727,40497,40498,40501],{},[742,40499,40500],{},"One link at a time",[742,40502,40503],{},"A sale has one live link. Cancel it before sending another.",[727,40505,40506,40509],{},[742,40507,40508],{},"Your screen waits 15 minutes",[742,40510,40511],{},"Then it goes back to the send form. The link still works.",[727,40513,40514,40517],{},[742,40515,40516],{},"On the receipt",[742,40518,40519,40520,170],{},"The payment shows as ",[161,40521,11871],{},[150,40523,40525],{"id":40524},"cancel-a-link","Cancel a link",[146,40527,40528,40529,1469,40531,40534],{},"On the waiting screen, open ",[161,40530,3126],{},[161,40532,40533],{},"Cancel card payment",". The client's page stops taking payment straight away.",[598,40536,40537],{},[146,40538,40539],{},"If the client has already paid, or is paying at that moment, the cancel is refused and the sale completes. Money is never lost or kept by mistake. Refund it from the receipt if you need to.",[150,40541,306],{"id":305},[146,40543,40544,40545,40547,40548,170],{},"The sale shows as completed, and its receipt lists a ",[161,40546,11871],{}," payment. If your screen had gone back to the send form, find the sale in ",[161,40549,1650],{},[150,40551,317],{"id":316},[179,40553,40555],{"id":40554},"self-checkout-isnt-in-the-list","Self checkout isn't in the list",[146,40557,40558,40559,170],{},"The sale needs a client on it, something left to pay, and card payments connected under ",[161,40560,11080],{},[179,40562,40564],{"id":40563},"a-link-is-already-awaiting-payment","\"A link is already awaiting payment\"",[146,40566,40567],{},"The sale already has a live link. Wait for the client to pay, cancel that link, or take payment another way.",[179,40569,40571],{"id":40570},"the-client-paid-but-my-screen-didnt-change","The client paid but my screen didn't change",[146,40573,40574,40575,170],{},"The payment is safe. It settles even if your screen has stopped waiting, and even if it lands after the link expired. Check ",[161,40576,1650],{},[179,40578,40580],{"id":40579},"the-total-changed-after-i-sent-the-link","The total changed after I sent the link",[146,40582,40583],{},"If the sale's total drops after sending, the difference goes back to the client's card automatically, so they're never charged more than the sale is worth. It's cleaner to cancel the link, fix the cart, and send a new one.",{"title":359,"searchDepth":23,"depth":23,"links":40585},[40586,40587,40593,40594,40595,40596],{"id":152,"depth":23,"text":153},{"id":40401,"depth":23,"text":40402,"children":40588},[40589,40590,40591,40592],{"id":40407,"depth":33,"text":40408},{"id":40417,"depth":33,"text":40418},{"id":12917,"depth":33,"text":12918},{"id":40442,"depth":33,"text":40443},{"id":40465,"depth":23,"text":40466},{"id":40524,"depth":23,"text":40525},{"id":305,"depth":23,"text":306},{"id":316,"depth":23,"text":317,"children":40597},[40598,40599,40600,40601],{"id":40554,"depth":33,"text":40555},{"id":40563,"depth":33,"text":40564},{"id":40570,"depth":33,"text":40571},{"id":40579,"depth":33,"text":40580},"Text or email a secure link so the client pays on their own phone, adds a tip if they like, and the sale closes itself at the till.","i-lucide-smartphone-nfc",[40605,40606,40607,40608,31454,40609],"send payment link to client","pay by link text message","self checkout salon pos","client pays on their phone","cancel a payment link",{},[1891,33465,1603],{"title":40378,"description":40602},"help\u002Fcheckout\u002Fsend-a-pay-by-link","2ULMiyFp4h1xPPGz-KcB7a_3TxsQsLiFzA-ZK35FKLY",{"id":40616,"title":40617,"audience":120,"body":40618,"category":135,"description":40714,"draft":386,"extension":387,"icon":22914,"keywords":40715,"locale":11,"meta":40721,"navigation":398,"order":40063,"path":3732,"related":40722,"seo":40723,"sourceHash":402,"stem":40724,"translationReviewed":386,"updatedAt":404,"__hash__":40725},"help\u002Fhelp\u002Fportal\u002Fmessages.md","Message your salon or clinic",{"type":143,"value":40619,"toc":40701},[40620,40623,40627,40652,40655,40660,40662,40668,40670,40674,40680,40684,40694,40698],[146,40621,40622],{},"Your account has one conversation with the business, like any messaging app. It's free and uses the internet, not your text plan.",[150,40624,40626],{"id":40625},"send-a-message","Send a message",[176,40628,40629,40633,40638,40642,40645,40647],{},[179,40630,40632],{"id":40631},"open-messages","Open Messages",[146,40634,17250,40635,40637],{},[161,40636,3673],{}," (along the bottom on a phone).",[179,40639,40641],{"id":40640},"write-your-message","Write your message",[146,40643,40644],{},"Type in the box at the bottom.",[179,40646,2717],{"id":23329},[146,40648,522,40649,40651],{},[161,40650,2717],{},". Replies appear as soon as they're sent, with no need to refresh.",[146,40653,40654],{},"The business may reply here or by text to your phone. Either way, it's the same conversation with the same people.",[2888,40656,40657],{},[146,40658,40659],{},"For anything urgent, such as running late for an appointment that starts soon, call the business. Messages are answered when someone is free.",[150,40661,306],{"id":305},[146,40663,40664,40665,40667],{},"Your message appears in the conversation, and shows ",[161,40666,22859],{}," once someone at the business has seen it.",[150,40669,317],{"id":316},[179,40671,40673],{"id":40672},"the-business-hasnt-replied","The business hasn't replied",[146,40675,40676,40677,40679],{},"Messages are read during opening hours. If yours shows ",[161,40678,22859],{},", it's been seen. If it can't wait, call.",[179,40681,40683],{"id":40682},"can-i-cancel-an-appointment-by-message","Can I cancel an appointment by message?",[146,40685,40686,40687,470,40689,40691,40692,170],{},"You can ask, but nothing changes until the business acts on it. To change it yourself, use ",[161,40688,14705],{},[161,40690,14764],{}," on the appointment. See ",[166,40693,3720],{"href":3719},[179,40695,40697],{"id":40696},"i-use-my-account-with-more-than-one-business","I use my account with more than one business",[146,40699,40700],{},"You're messaging the business you're looking at. Tap its name at the top to switch.",{"title":359,"searchDepth":23,"depth":23,"links":40702},[40703,40708,40709],{"id":40625,"depth":23,"text":40626,"children":40704},[40705,40706,40707],{"id":40631,"depth":33,"text":40632},{"id":40640,"depth":33,"text":40641},{"id":23329,"depth":33,"text":2717},{"id":305,"depth":23,"text":306},{"id":316,"depth":23,"text":317,"children":40710},[40711,40712,40713],{"id":40672,"depth":33,"text":40673},{"id":40682,"depth":33,"text":40683},{"id":40696,"depth":33,"text":40697},"Message the business from your account, see when they've read it, and get replies as they arrive.",[40716,40717,40718,40719,40720],"message my salon","contact my clinic online","chat with salon","reply to salon text","has my message been read",{},[3952],{"title":40617,"description":40714},"help\u002Fportal\u002Fmessages","Z2CEkrN2RP4fobufnslhub7NYjHKJJK-4MKBuFBt5ok",{"id":40727,"title":24370,"audience":7,"body":40728,"category":54,"description":40944,"draft":386,"extension":387,"icon":40945,"keywords":40946,"locale":11,"meta":40952,"navigation":398,"order":40063,"path":24369,"related":40953,"seo":40954,"sourceHash":402,"stem":40955,"translationReviewed":386,"updatedAt":404,"__hash__":40956},"help\u002Fhelp\u002Fretail\u002Freorder-low-stock.md",{"type":143,"value":40729,"toc":40928},[40730,40733,40735,40766,40770,40810,40813,40817,40860,40865,40881,40883,40888,40890,40894,40900,40902,40909,40913,40919,40923],[146,40731,40732],{},"The reorder list shows every product that has dropped to its reorder point, grouped by vendor, with a suggested quantity and a rough cost. One click turns a vendor's list into a draft purchase order you can check and send.",[150,40734,153],{"id":152},[155,40736,40737,40742,40758],{},[158,40738,40739,40741],{},[161,40740,1421],{}," you need permission to manage purchasing.",[158,40743,40744,40747,40748,40750,40751,15862,40753,40755,40756,170],{},[161,40745,40746],{},"Set up your products."," A product only appears once it has a ",[161,40749,24359],{},". Give it a ",[161,40752,24362],{},[161,40754,24365],{}," too. See ",[166,40757,24253],{"href":24693},[158,40759,40760,40762,40763,40765],{},[161,40761,28496],{}," Each purchase order delivers to one location, so choose it in the location pill in the top bar. With ",[161,40764,2082],{},", stock is added up across locations, and one location running out can hide behind another's shelf.",[150,40767,40769],{"id":40768},"how-the-list-is-worked-out","How the list is worked out",[721,40771,40772,40781],{},[724,40773,40774],{},[727,40775,40776,40779],{},[730,40777,40778],{},"Setting on the product",[730,40780,735],{},[737,40782,40783,40792,40801],{},[727,40784,40785,40789],{},[742,40786,40787],{},[161,40788,24359],{},[742,40790,40791],{},"The product appears when stock at this location is at or below it",[727,40793,40794,40798],{},[742,40795,40796],{},[161,40797,24362],{},[742,40799,40800],{},"The suggested order. Without one, the suggestion is twice the shortfall below the reorder point.",[727,40802,40803,40807],{},[742,40804,40805],{},[161,40806,24365],{},[742,40808,40809],{},"Which vendor's list it appears in, with that vendor's lead time",[146,40811,40812],{},"Stock already on open purchase orders counts. If enough is on its way, the product drops off the list; if some is, the suggestion shrinks by that much.",[150,40814,40816],{"id":40815},"draft-a-purchase-order-from-the-list","Draft a purchase order from the list",[176,40818,40819,40821,40834,40838,40845,40849],{},[179,40820,37331],{"id":37330},[146,40822,1936,40823,40825,40826,40829,40830,40833],{},[161,40824,35501],{}," and open the ",[161,40827,40828],{},"Reorder"," tab. ",[161,40831,40832],{},"Suggested reorders"," shows how many items are low and a rough total.",[179,40835,40837],{"id":40836},"check-each-vendor","Check each vendor",[146,40839,40840,40841,40844],{},"Each vendor shows its items, lead time and a rough total. Each line shows the stock left, the reorder point, and ",[161,40842,40843],{},"Order"," with the suggested quantity.",[179,40846,40848],{"id":40847},"draft-the-order","Draft the order",[146,40850,225,40851,40854,40855,40857,40858,170],{},[161,40852,40853],{},"Draft PO"," for the vendor. A message confirms the draft and its reference. Open it under ",[161,40856,28563],{}," to change quantities and prices before you send it. See ",[166,40859,28477],{"href":24695},[554,40861],{"alt":40862,"height":40863,"src":40864,"width":5143},"The Reorder tab at Main: Suggested reorders shows 1 item below threshold, about $264.00, under No preferred vendor with Assign a vendor and a greyed Draft PO, and the line Hair Repair Oil with 1 of 6 in stock and Order 12.",558,"\u002Fhelp\u002Fretail\u002Freorder-low-stock\u002Freorder.webp",[2888,40866,40867],{},[146,40868,40869,40870,40873,40874,40877,40878,40880],{},"Products with no vendor collect under ",[161,40871,40872],{},"No preferred vendor"," and can't be drafted. Select ",[161,40875,40876],{},"Assign a vendor..."," to open the product, set its ",[161,40879,24365],{},", and come back.",[150,40882,306],{"id":305},[146,40884,40885,40886,170],{},"The products you ordered leave the list, because they're now on an open order. The new draft is under ",[161,40887,28563],{},[150,40889,317],{"id":316},[179,40891,40893],{"id":40892},"a-low-product-isnt-on-the-list","A low product isn't on the list",[146,40895,40896,40897,40899],{},"It has no ",[161,40898,24359],{},", or what's on open orders already brings it above the reorder point.",[179,40901,28802],{"id":28801},[146,40903,40904,40906,40907,23479],{},[161,40905,2082],{}," is selected. Choose a location in the location pill, then select ",[161,40908,40853],{},[179,40910,40912],{"id":40911},"are-the-totals-exact","Are the totals exact?",[146,40914,40915,40916,40918],{},"No. They use each product's ",[161,40917,24328],{},", and lines without one aren't counted. The real total is on the purchase order.",[179,40920,40922],{"id":40921},"does-owneli-order-for-me","Does Owneli order for me?",[146,40924,30307,40925,40927],{},[161,40926,40853],{}," only creates a draft. Nothing is ordered until you send it, and sending doesn't contact the vendor for you.",{"title":359,"searchDepth":23,"depth":23,"links":40929},[40930,40931,40932,40937,40938],{"id":152,"depth":23,"text":153},{"id":40768,"depth":23,"text":40769},{"id":40815,"depth":23,"text":40816,"children":40933},[40934,40935,40936],{"id":37330,"depth":33,"text":37331},{"id":40836,"depth":33,"text":40837},{"id":40847,"depth":33,"text":40848},{"id":305,"depth":23,"text":306},{"id":316,"depth":23,"text":317,"children":40939},[40940,40941,40942,40943],{"id":40892,"depth":33,"text":40893},{"id":28801,"depth":33,"text":28802},{"id":40911,"depth":33,"text":40912},{"id":40921,"depth":33,"text":40922},"See which products have dropped to their reorder point at a location, grouped by vendor, and turn each vendor's list into a draft purchase order.","i-lucide-package-plus",[40947,40948,40949,40950,40951],"reorder low stock","reorder point","low stock suggestions","draft purchase order from low stock","restock products",{},[24695,24693,24564],{"title":24370,"description":40944},"help\u002Fretail\u002Freorder-low-stock","3LAokENto0Qdo3PQ8ZnX2IkNf9qVtExEhrYL5Y4-gmU",{"id":40958,"title":11104,"audience":7,"body":40959,"category":94,"description":41145,"draft":386,"extension":387,"icon":25355,"keywords":41146,"locale":11,"meta":41153,"navigation":398,"order":40063,"path":11103,"related":41154,"seo":41155,"sourceHash":402,"stem":41156,"translationReviewed":386,"updatedAt":2935,"__hash__":41157},"help\u002Fhelp\u002Fsettings\u002Ftax-rates.md",{"type":143,"value":40960,"toc":41128},[40961,40964,40966,40978,40982,41025,41030,41034,41050,41062,41066,41076,41084,41086,41089,41091,41095,41106,41110,41115,41119],[146,40962,40963],{},"Set up each tax you charge once, then choose which one applies to services and which to products. A rate can be a single tax, such as HST 13%, or several together, such as GST 5% + PST 7%, each shown on its own line on receipts and in reports.",[150,40965,153],{"id":152},[155,40967,40968,40972],{},[158,40969,40970,12536],{},[161,40971,1421],{},[158,40973,40974,40977],{},[161,40975,40976],{},"Check your local rules."," Owneli charges what you set; it doesn't decide what's taxable where you are.",[150,40979,40981],{"id":40980},"add-a-tax-rate","Add a tax rate",[176,40983,40984,40986,40993,40995,41000,41004,41018,41020],{},[179,40985,8541],{"id":8540},[146,40987,1936,40988,1469,40990,170],{},[161,40989,11097],{},[161,40991,40992],{},"Add rate",[179,40994,11646],{"id":11645},[146,40996,7165,40997,40999],{},[161,40998,4016],{}," your team will recognise, such as HST or GST + PST.",[179,41001,41003],{"id":41002},"add-its-parts","Add its parts",[146,41005,1203,41006,41009,41010,41013,41014,41017],{},[161,41007,41008],{},"Components",", give each part a label and a percentage. Select ",[161,41011,41012],{},"Add component"," for a combined rate. ",[161,41015,41016],{},"Total rate:"," shows the sum.",[179,41019,2019],{"id":2018},[146,41021,225,41022,41024],{},[161,41023,888],{},". The rate appears in the list with its total.",[554,41026],{"alt":41027,"height":41028,"src":41029,"width":5143},"Tax rates in the Payments & selling area of Settings: the rail, Tax defaults and Add rate, and three rates with their totals, including HST (combined) at 13% made of GST 5% and PST 8%, each with a menu.",705,"\u002Fhelp\u002Fsettings\u002Ftax-rates\u002Frates.webp",[150,41031,41033],{"id":41032},"choose-the-defaults","Choose the defaults",[146,41035,225,41036,41039,41040,7614,41043,263,41046,41049],{},[161,41037,41038],{},"Tax defaults"," and choose the ",[161,41041,41042],{},"Default service tax",[161,41044,41045],{},"Default product tax",[161,41047,41048],{},"No tax",". They're separate because many places tax services and goods differently. They apply at every location.",[146,41051,41052,41053,41055,41056,41058,41059,41061],{},"A service can use a different rate: open the service and set ",[161,41054,4046],{}," in its ",[161,41057,2439],{}," section. Memberships and packages have their own ",[161,41060,4046],{}," too.",[150,41063,41065],{"id":41064},"change-or-remove-a-rate","Change or remove a rate",[146,41067,7571,41068,41070,41071,470,41073,41075],{},[161,41069,1855],{}," menu on a rate and choose ",[161,41072,2104],{},[161,41074,7523],{},". A change applies to future sales only; past sales keep the tax they were charged.",[598,41077,41078],{},[146,41079,41080,41081,41083],{},"Removing a rate can't be undone. Services using it fall back to your default, and a default pointing at it is cleared. Check memberships and packages that used it, and choose a new ",[161,41082,4046],{}," for them.",[150,41085,306],{"id":305},[146,41087,41088],{},"Start a sale with a service and a product. The summary shows tax on each, with a combined rate split into its parts. The receipt shows the same.",[150,41090,317],{"id":316},[179,41092,41094],{"id":41093},"no-tax-is-charged","No tax is charged",[146,41096,21723,41097,41099,41100,41102,41103,41105],{},[161,41098,41038],{}," aren't set to ",[161,41101,41048],{},", and that the service's own ",[161,41104,4046],{}," isn't overriding it.",[179,41107,41109],{"id":41108},"can-each-location-have-its-own-rate","Can each location have its own rate?",[146,41111,41112,41113,170],{},"Not yet. Tax rates and defaults apply to the whole business. If one service is taxed differently, set its own ",[161,41114,4046],{},[179,41116,41118],{"id":41117},"where-do-i-see-the-tax-i-collected","Where do I see the tax I collected?",[146,41120,41121,41124,41125,170],{},[161,41122,41123],{},"Reports → Taxes summary"," shows tax by rate for any period. See ",[166,41126,41127],{"href":27307},"How taxes apply at checkout",{"title":359,"searchDepth":23,"depth":23,"links":41129},[41130,41131,41137,41138,41139,41140],{"id":152,"depth":23,"text":153},{"id":40980,"depth":23,"text":40981,"children":41132},[41133,41134,41135,41136],{"id":8540,"depth":33,"text":8541},{"id":11645,"depth":33,"text":11646},{"id":41002,"depth":33,"text":41003},{"id":2018,"depth":33,"text":2019},{"id":41032,"depth":23,"text":41033},{"id":41064,"depth":23,"text":41065},{"id":305,"depth":23,"text":306},{"id":316,"depth":23,"text":317,"children":41141},[41142,41143,41144],{"id":41093,"depth":33,"text":41094},{"id":41108,"depth":33,"text":41109},{"id":41117,"depth":33,"text":41118},"Add the taxes you charge, single or combined such as GST + PST, choose the default for services and products, and give a service its own rate.",[41147,41148,41149,41150,41151,41152],"set up sales tax","tax rates","gst pst hst","composite tax rate","default tax on services","vat settings",{},[1891,5021],{"title":11104,"description":41145},"help\u002Fsettings\u002Ftax-rates","u8UUrXwpWUZmNh68EC4WVT_cIVFNei75J-iZ6UyGL6o",{"id":41159,"title":41160,"audience":120,"body":41161,"category":125,"description":41353,"draft":386,"extension":387,"icon":32890,"keywords":41354,"locale":11,"meta":41360,"navigation":398,"order":41361,"path":41362,"related":41363,"seo":41364,"sourceHash":402,"stem":41365,"translationReviewed":386,"updatedAt":2935,"__hash__":41366},"help\u002Fhelp\u002Fbook-online\u002Fbuy-a-membership-or-package.md","Buy a membership or package online",{"type":143,"value":41162,"toc":41335},[41163,41166,41170,41215,41219,41274,41280,41285,41289,41296,41298,41301,41303,41307,41314,41318,41321,41325,41328,41332],[146,41164,41165],{},"A membership is a plan you pay for regularly, with visits or credit included each period. A package is a set of sessions you pay for once. Both are bought from the business's website, and you enter your card yourself.",[150,41167,41169],{"id":41168},"membership-or-package","Membership or package?",[721,41171,41172,41182],{},[724,41173,41174],{},[727,41175,41176,41178,41180],{},[730,41177],{},[730,41179,1737],{},[730,41181,1734],{},[737,41183,41184,41194,41205],{},[727,41185,41186,41189,41192],{},[742,41187,41188],{},"How you pay",[742,41190,41191],{},"Monthly, quarterly or yearly, usually until you cancel",[742,41193,12364],{},[727,41195,41196,41199,41202],{},[742,41197,41198],{},"What you get",[742,41200,41201],{},"Visits each period, or credit to spend",[742,41203,41204],{},"A set number of sessions, often for less",[727,41206,41207,41209,41212],{},[742,41208,4415],{},[742,41210,41211],{},"When you cancel. Some plans have a minimum term, a set number of payments, or last one period",[742,41213,41214],{},"When the sessions are used or the plan expires",[150,41216,41218],{"id":41217},"join-a-membership","Join a membership",[176,41220,41221,41225,41229,41233,41240,41242,41253,41257,41267,41269],{},[179,41222,41224],{"id":41223},"open-the-memberships-page","Open the memberships page",[146,41226,39851,41227,170],{},[161,41228,1494],{},[179,41230,41232],{"id":41231},"choose-a-plan","Choose a plan",[146,41234,41235,41236,41239],{},"Each plan shows its price, how often it's billed, and what's included, such as ",[161,41237,41238],{},"1 included visit each period",". Tap the one you want.",[179,41241,480],{"id":479},[146,41243,1203,41244,22340,41246,490,41248,41250,41251,170],{},[161,41245,485],{},[161,41247,4016],{},[161,41249,493],{}," and, if you like, ",[161,41252,496],{},[179,41254,41256],{"id":41255},"agree-to-the-charges","Agree to the charges",[146,41258,41259,41260,41263,41264],{},"Tick the box that says what you're agreeing to, such as ",[161,41261,41262],{},"I authorise a charge of $49.00 now, then billed monthly, until I cancel."," A plan with a set number of payments, or one that doesn't renew on its own, says so here instead. If the plan has rules for its sessions, the box also says ",[161,41265,41266],{},"I have read how the sessions work.",[179,41268,9607],{"id":31388},[146,41270,522,41271,41273],{},[161,41272,529],{}," and enter your card on the secure form. Your renewals are charged to this card.",[146,41275,41276,41277,41279],{},"Buying a package works the same way, from ",[161,41278,1497],{},", with a single payment.",[146,41281,41282,41283,170],{},"Afterwards, you can see what's left, pause or cancel in your account with the business. Sessions are counted as you visit. See ",[166,41284,3759],{"href":3758},[150,41286,41288],{"id":41287},"claim-a-membership-given-to-you","Claim a membership given to you",[146,41290,41291,41292,41295],{},"If someone gives you a membership, you get a private link showing the plan, who it's from and their message. Enter your name and email and claim it. The plan becomes yours, not the giver's, and you see ",[161,41293,41294],{},"is yours"," with the plan's name. Sign in to the business's account to start using it.",[150,41297,306],{"id":305},[146,41299,41300],{},"You get a confirmation by email, and the plan shows in your account with what's included and, for a membership, the next charge.",[150,41302,317],{"id":316},[179,41304,41306],{"id":41305},"when-am-i-charged-next","When am I charged next?",[146,41308,41309,41310,41313],{},"Your plan in ",[166,41311,41312],{"href":3758},"your account"," shows the date and amount. A cancelled plan shows when your access ends, with no further charges.",[179,41315,41317],{"id":41316},"can-i-cancel-any-time","Can I cancel any time?",[146,41319,41320],{},"Yes, from your account. Your access lasts until the end of the period you've paid for. A plan with a minimum term or an early-exit fee says so before you buy.",[179,41322,41324],{"id":41323},"the-gift-link-says-already-claimed-or-gift-cancelled","The gift link says \"Already claimed\" or \"Gift cancelled\"",[146,41326,41327],{},"A gift link works once. Contact the business that sent it.",[179,41329,41331],{"id":41330},"theres-nothing-on-the-packages-page","There's nothing on the Packages page",[146,41333,41334],{},"The business doesn't sell packages online at this location. Ask them about buying one in person.",{"title":359,"searchDepth":23,"depth":23,"links":41336},[41337,41338,41345,41346,41347],{"id":41168,"depth":23,"text":41169},{"id":41217,"depth":23,"text":41218,"children":41339},[41340,41341,41342,41343,41344],{"id":41223,"depth":33,"text":41224},{"id":41231,"depth":33,"text":41232},{"id":479,"depth":33,"text":480},{"id":41255,"depth":33,"text":41256},{"id":31388,"depth":33,"text":9607},{"id":41287,"depth":23,"text":41288},{"id":305,"depth":23,"text":306},{"id":316,"depth":23,"text":317,"children":41348},[41349,41350,41351,41352],{"id":41305,"depth":33,"text":41306},{"id":41316,"depth":33,"text":41317},{"id":41323,"depth":33,"text":41324},{"id":41330,"depth":33,"text":41331},"Join a membership or buy a package of sessions from the business's website, and claim a membership someone gave you as a gift.",[41355,41356,41357,41358,41359],"buy salon membership online","buy a package of sessions","membership plan spa","claim gifted membership","membership terms commitment",{},100,"\u002Fhelp\u002Fbook-online\u002Fbuy-a-membership-or-package",[3758,11976],{"title":41160,"description":41353},"help\u002Fbook-online\u002Fbuy-a-membership-or-package","nKtNaHV6RkIZphnwsR3CYnePLqXQOsJplQ5skT3i7DQ",{"id":41368,"title":16628,"audience":7,"body":41369,"category":24,"description":41761,"draft":386,"extension":387,"icon":41762,"keywords":41763,"locale":11,"meta":41771,"navigation":398,"order":41361,"path":16627,"related":41772,"seo":41773,"sourceHash":402,"stem":41774,"translationReviewed":386,"updatedAt":5027,"__hash__":41775},"help\u002Fhelp\u002Fcalendar\u002Fappointment-reminders.md",{"type":143,"value":41370,"toc":41734},[41371,41374,41378,41426,41429,41431,41460,41464,41536,41541,41545,41571,41575,41578,41645,41656,41658,41663,41668,41672,41675,41681,41683,41699,41701,41705,41714,41718,41723,41727],[146,41372,41373],{},"Reminders cut no-shows. Owneli has three, each sent automatically before the appointment, and each with its own timing. You never send them by hand.",[150,41375,41377],{"id":41376},"the-three-reminders","The three reminders",[721,41379,41380,41391],{},[724,41381,41382],{},[727,41383,41384,41386,41388],{},[730,41385,15875],{},[730,41387,10596],{},[730,41389,41390],{},"On to start with?",[737,41392,41393,41404,41415],{},[727,41394,41395,41399,41402],{},[742,41396,41397],{},[161,41398,16664],{},[742,41400,41401],{},"48 hours before",[742,41403,19106],{},[727,41405,41406,41410,41413],{},[742,41407,41408],{},[161,41409,16667],{},[742,41411,41412],{},"24 hours before",[742,41414,15424],{},[727,41416,41417,41421,41424],{},[742,41418,41419],{},[161,41420,16670],{},[742,41422,41423],{},"A few hours before",[742,41425,19106],{},[146,41427,41428],{},"Each is an email, with an \"add to calendar\" attachment. You can also send it as a text and as an app notification. A reminder that would already be late when the booking is made is skipped, so a same-day booking doesn't get a 48-hour reminder.",[150,41430,153],{"id":152},[155,41432,41433,41438,41453],{},[158,41434,41435,41437],{},[161,41436,1421],{}," anyone who can manage automations.",[158,41439,41440,41443,41444,41446,41447,41449,41450,41452],{},[161,41441,41442],{},"Texts"," need ",[161,41445,3854],{}," switched on under ",[161,41448,11048],{},", and money in your ",[166,41451,32674],{"href":16581},". Without a texting line of your own, reminders go by email instead of by text.",[158,41454,41455,41443,41457,41459],{},[161,41456,3861],{},[161,41458,3861],{}," switched on in the same place.",[150,41461,41463],{"id":41462},"turn-on-and-time-a-reminder","Turn on and time a reminder",[176,41465,41466,41470,41477,41479,41485,41489,41495,41499,41505,41507,41516,41520,41529,41531],{},[179,41467,41469],{"id":41468},"open-the-reminder","Open the reminder",[146,41471,1936,41472,3845,41474,41476],{},[161,41473,11243],{},[161,41475,16659],{},", select the one to change.",[179,41478,7453],{"id":7452},[146,41480,41481,41482,41484],{},"Use the ",[161,41483,25803],{}," switch at the top.",[179,41486,41488],{"id":41487},"open-its-settings","Open its settings",[146,41490,225,41491,7125,41493,170],{},[161,41492,4012],{},[161,41494,16623],{},[179,41496,41498],{"id":41497},"set-the-timing","Set the timing",[146,41500,1193,41501,41504],{},[161,41502,41503],{},"Send this many hours before the appointment",", enter a number from 1 to 720 (30 days).",[179,41506,16610],{"id":16609},[146,41508,10700,41509,470,41512,41515],{},[161,41510,41511],{},"Also send by SMS",[161,41513,41514],{},"Also send as an app notification"," if you want them. The email always goes.",[179,41517,41519],{"id":41518},"add-a-note-if-you-like","Add a note if you like",[146,41521,41522,41525,41526,170],{},[161,41523,41524],{},"Important information"," adds a short \"Good to know\" note to the email, such as parking or what to bring. To change the rest of the email, select ",[161,41527,41528],{},"Edit in Emails",[179,41530,2019],{"id":2018},[146,41532,225,41533,41535],{},[161,41534,3844],{},". Bookings from now on use the new settings.",[554,41537],{"alt":41538,"height":41539,"src":41540,"width":5141},"Configure message for the 24-hour reminder: Send this many hours before the appointment set to 24, Also send by SMS and Also send as an app notification switches, an Important information box, and Save changes.",695,"\u002Fhelp\u002Fcalendar\u002Fappointment-reminders\u002Fconfigure.webp",[150,41542,41544],{"id":41543},"turn-off-a-reminder-for-one-booking","Turn off a reminder for one booking",[176,41546,41547,41549,41551,41555,41561,41563],{},[179,41548,13543],{"id":13542},[146,41550,13546],{},[179,41552,41554],{"id":41553},"open-its-automations","Open its automations",[146,41556,225,41557,41560],{},[161,41558,41559],{},"⋮ → Automations",". This list is for this appointment only.",[179,41562,13562],{"id":13561},[146,41564,41565,41566,2079,41569,15012],{},"Switch a reminder off or on, or change its hours. It shows ",[161,41567,41568],{},"Overridden for this appointment",[161,41570,19432],{},[150,41572,41574],{"id":41573},"who-gets-a-text","Who gets a text",[146,41576,41577],{},"Clients choose what they get by text, and Owneli respects it:",[721,41579,41580,41593],{},[724,41581,41582],{},[727,41583,41584,41587,41590],{},[730,41585,41586],{},"The client's choice",[730,41588,41589],{},"Reminder texts",[730,41591,41592],{},"Offers and campaigns by text",[737,41594,41595,41604,41616,41627,41636],{},[727,41596,41597,41600,41602],{},[742,41598,41599],{},"Nothing chosen yet",[742,41601,10596],{},[742,41603,22289],{},[727,41605,41606,41611,41613],{},[742,41607,41608,41610],{},[161,41609,2006],{}," turned off",[742,41612,22289],{},[742,41614,41615],{},"As they chose",[727,41617,41618,41623,41625],{},[742,41619,41620,41621],{},"Agreed to ",[161,41622,2012],{},[742,41624,10596],{},[742,41626,10596],{},[727,41628,41629,41632,41634],{},[742,41630,41631],{},"Replied STOP to your booking number",[742,41633,22289],{},[742,41635,22289],{},[727,41637,41638,41641,41643],{},[742,41639,41640],{},"Replied STOP to your offers number",[742,41642,10596],{},[742,41644,22289],{},[146,41646,41647,41648,41650,41651,189,41653,41655],{},"You can set both choices on the client's profile, under ",[161,41649,1999],{},". Clients can change them in their account, where they read ",[161,41652,3854],{},[161,41654,3857],{},". Reminders are about a booking the client made, so they don't need marketing consent. Turning off appointment texts stops reminders and booking updates by text. It doesn't change emails.",[150,41657,16874],{"id":16873},[146,41659,41660,41661,170],{},"A reminder due in the middle of the night waits until morning. It's held until your quiet hours end, 9am by default, but never past the appointment itself. Quiet hours are set under ",[161,41662,16880],{},[2888,41664,41665],{},[146,41666,41667],{},"Moving an appointment re-times its reminders to the new time, even if you chose not to tell the client about the move.",[150,41669,41671],{"id":41670},"reply-to-confirm-or-cancel","Reply to confirm or cancel",[146,41673,41674],{},"When replies are on and the reminder goes by text from your own line, it ends with a line like \"Reply 1 to confirm, 2 to cancel, STOP to opt out.\" A client who replies with the confirm phrase has the visit marked confirmed and gets a short thank-you. One who replies with the cancel phrase has it cancelled under your cancellation rules and gets a reply saying so. Only a reply that is exactly a phrase counts; anything else lands in the inbox for you.",[146,41676,41677,41678,41680],{},"Turn it on under ",[161,41679,32608],{},", where you can change the phrases (up to five to confirm, one to cancel) and the thank-you. The cancel option is only offered when a text cancel would be accepted: inside your online cutoff, or with online cancelling off, the reminder asks to confirm only. A reply to an older reminder for a time that has since changed does nothing. For a line that was already live when replies arrived, they start off until you turn them on.",[150,41682,306],{"id":305},[146,41684,41685,41686,1473,41689,2988,41692,41694,41695,41698],{},"Each reminder's page shows ",[161,41687,41688],{},"sent in the last 30 days",[161,41690,41691],{},"Trigger",[161,41693,16906],{}," shows how many went out, reached clients or failed, by email, text and app notification. ",[161,41696,41697],{},"Clients → Messages → History"," lists every automated email and text, reminders included, with whether each was sent or failed.",[150,41700,317],{"id":316},[179,41702,41704],{"id":41703},"a-client-didnt-get-the-text","A client didn't get the text",[146,41706,41707,41708,41710,41711,41713],{},"Check that ",[161,41709,3854],{}," is on, that your messaging balance isn't empty, that ",[161,41712,41511],{}," is on for that reminder, that the client has a mobile number, and that they haven't turned off appointment texts or replied STOP. The text goes out after the reminder email sends.",[179,41715,41717],{"id":41716},"i-want-a-reminder-a-week-before","I want a reminder a week before",[146,41719,41720,41721,170],{},"Set one of the three reminders to 168 hours. There are three reminders: you can't add a fourth, but you can add your own automation. See ",[166,41722,16556],{"href":11548},[179,41724,41726],{"id":41725},"the-time-in-the-reminder-looks-wrong","The time in the reminder looks wrong",[146,41728,41729,41730,170],{},"Reminders show the time at the location's time zone, with the zone named. See ",[166,41731,41733],{"href":41732},"\u002Fhelp\u002Fcalendar\u002Ftime-zones-on-the-calendar","Time zones on the calendar",{"title":359,"searchDepth":23,"depth":23,"links":41735},[41736,41737,41738,41747,41752,41753,41754,41755,41756],{"id":41376,"depth":23,"text":41377},{"id":152,"depth":23,"text":153},{"id":41462,"depth":23,"text":41463,"children":41739},[41740,41741,41742,41743,41744,41745,41746],{"id":41468,"depth":33,"text":41469},{"id":7452,"depth":33,"text":7453},{"id":41487,"depth":33,"text":41488},{"id":41497,"depth":33,"text":41498},{"id":16609,"depth":33,"text":16610},{"id":41518,"depth":33,"text":41519},{"id":2018,"depth":33,"text":2019},{"id":41543,"depth":23,"text":41544,"children":41748},[41749,41750,41751],{"id":13542,"depth":33,"text":13543},{"id":41553,"depth":33,"text":41554},{"id":13561,"depth":33,"text":13562},{"id":41573,"depth":23,"text":41574},{"id":16873,"depth":23,"text":16874},{"id":41670,"depth":23,"text":41671},{"id":305,"depth":23,"text":306},{"id":316,"depth":23,"text":317,"children":41757},[41758,41759,41760],{"id":41703,"depth":33,"text":41704},{"id":41716,"depth":33,"text":41717},{"id":41725,"depth":33,"text":41726},"Turn on the 48-hour, 24-hour and 3-hour reminders, change when they go out, add a text or app notification, and turn one off for a single booking.","i-lucide-bell-ring",[41764,41765,41766,41767,41768,41769,41770],"appointment reminder email","appointment reminder text message","change reminder time","turn off reminders for one appointment","reduce no shows with reminders","sms reminder setup","client turned off texts",{},[11548,15340,41732],{"title":16628,"description":41761},"help\u002Fcalendar\u002Fappointment-reminders","VyLK2ow8AvjMNWwc-5lgpiJlD8gT1COA0WcEihSPNGk",{"id":41777,"title":41778,"audience":7,"body":41779,"category":34,"description":41993,"draft":386,"extension":387,"icon":41994,"keywords":41995,"locale":11,"meta":42002,"navigation":398,"order":41361,"path":33465,"related":42003,"seo":42004,"sourceHash":402,"stem":42005,"translationReviewed":386,"updatedAt":9086,"__hash__":42006},"help\u002Fhelp\u002Fcheckout\u002Fsave-a-card-on-file.md","Save a client's card on file with the secure link",{"type":143,"value":41780,"toc":41975},[41781,41784,41786,41804,41808,41842,41848,41853,41855,41868,41872,41909,41913,41933,41937,41942,41944,41946,41952,41956,41961,41965,41968,41972],[146,41782,41783],{},"Put a client's card on file without ever handling the number. You send them a secure link, they type their own card, and it goes straight to the payment processor. You can then charge it at checkout or use it for a no-show fee.",[150,41785,153],{"id":152},[155,41787,41788,41792,41798],{},[158,41789,41790,6065],{},[161,41791,1421],{},[158,41793,41794,41797],{},[161,41795,41796],{},"The client"," needs an email address or a mobile number on their profile.",[158,41799,41800,15360,41802,170],{},[161,41801,15359],{},[166,41803,1450],{"href":1449},[150,41805,41807],{"id":41806},"send-the-card-link","Send the card link",[176,41809,41810,41814,41822,41824,41830,41834],{},[179,41811,41813],{"id":41812},"open-the-clients-wallet","Open the client's wallet",[146,41815,2168,41816,41818,41819,170],{},[161,41817,3766],{},". Find ",[161,41820,41821],{},"Payment methods",[179,41823,40402],{"id":40401},[146,41825,225,41826,41829],{},[161,41827,41828],{},"Send secure card link",". It goes to the client's email and phone, whichever are on file.",[179,41831,41833],{"id":41832},"the-client-adds-their-card","The client adds their card",[146,41835,41836,41837,41839,41840,170],{},"Their page, ",[161,41838,21419],{},", explains that they enter the card themselves, the team never sees the number, and nothing is charged now. They select ",[161,41841,21430],{},[554,41843],{"alt":41844,"height":41845,"src":41846,"width":41847},"The Payment methods section of a client's Wallet: a note that clients add their own cards through a private link, and the Send secure card link button.",185,"\u002Fhelp\u002Fcheckout\u002Fsave-a-card-on-file\u002Fwallet.webp",516,[3423,41849,41850],{},[146,41851,41852],{},"Never write a card number anywhere in Owneli: not in a note, a form or a message. The secure link exists so card numbers only ever reach the payment processor.",[150,41854,306],{"id":305},[146,41856,41857,41858,41860,41861,41863,41864,41867],{},"The card appears under ",[161,41859,41821],{}," with its brand, last four digits and expiry, marked ",[161,41862,19352],{},". At checkout it's listed first, as ",[161,41865,41866],{},"On file ··"," and the last four digits.",[150,41869,41871],{"id":41870},"how-long-the-link-lasts","How long the link lasts",[721,41873,41874,41882],{},[724,41875,41876],{},[727,41877,41878,41880],{},[730,41879,38723],{},[730,41881,20435],{},[737,41883,41884,41891,41901],{},[727,41885,41886,41888],{},[742,41887,11894],{},[742,41889,41890],{},"The link stops working after a week.",[727,41892,41893,41896],{},[742,41894,41895],{},"One live link",[742,41897,41898,41899,170],{},"Sending a new link cancels the old one. The button then reads ",[161,41900,262],{},[727,41902,41903,41906],{},[742,41904,41905],{},"Nothing is charged",[742,41907,41908],{},"Saving a card takes no money.",[150,41910,41912],{"id":41911},"using-the-saved-card","Using the saved card",[155,41914,41915,41920,41927],{},[158,41916,41917,41918,170],{},"At checkout, select the card first in the list of methods. See ",[166,41919,1389],{"href":1891},[158,41921,41922,41923,41926],{},"If your payment policy asks for a card to book, this card counts, and it's the card a ",[166,41924,41925],{"href":5023},"cancellation or no-show fee"," is charged to.",[158,41928,41929,41930,41932],{},"When a client pays a ",[166,41931,38450],{"href":1756},", their card is saved to their profile too.",[150,41934,41936],{"id":41935},"remove-a-card","Remove a card",[146,41938,1193,41939,41941],{},[161,41940,3766],{},", remove the card and confirm. It's removed from the payment processor and can't be charged again. Only admins can remove a card. Clients can remove their own cards from their account.",[150,41943,317],{"id":316},[179,41945,10743],{"id":10742},[146,41947,41948,41949,41951],{},"It's more than 7 days old, or you've sent a newer one since. Select ",[161,41950,262],{}," and ask them to use the newest message.",[179,41953,41955],{"id":41954},"the-link-wasnt-sent","The link wasn't sent",[146,41957,41958,41959,23479],{},"The client needs an email address or a mobile number on their profile. Add one, then select ",[161,41960,41828],{},[179,41962,41964],{"id":41963},"the-bank-asks-the-client-to-confirm-a-charge","The bank asks the client to confirm a charge",[146,41966,41967],{},"Some banks want the client to approve a charge to a saved card. Owneli offers to send a payment link instead, so they approve it on their phone.",[179,41969,41971],{"id":41970},"i-cant-remove-a-card","I can't remove a card",[146,41973,41974],{},"Removing a card is for admins. Ask an admin, or ask the client to remove it in their account.",{"title":359,"searchDepth":23,"depth":23,"links":41976},[41977,41978,41983,41984,41985,41986,41987],{"id":152,"depth":23,"text":153},{"id":41806,"depth":23,"text":41807,"children":41979},[41980,41981,41982],{"id":41812,"depth":33,"text":41813},{"id":40401,"depth":33,"text":40402},{"id":41832,"depth":33,"text":41833},{"id":305,"depth":23,"text":306},{"id":41870,"depth":23,"text":41871},{"id":41911,"depth":23,"text":41912},{"id":41935,"depth":23,"text":41936},{"id":316,"depth":23,"text":317,"children":41988},[41989,41990,41991,41992],{"id":10742,"depth":33,"text":10743},{"id":41954,"depth":33,"text":41955},{"id":41963,"depth":33,"text":41964},{"id":41970,"depth":33,"text":41971},"Send the client a secure link to add their own card, then charge it as Card on file at checkout. Staff never see or type card numbers.","i-lucide-lock-keyhole",[41996,41997,41998,41999,42000,42001],"save client card on file","card capture secure link","charge card on file pos","client card over the phone","remove saved card","card link expired",{},[1891,1756,5023],{"title":41778,"description":41993},"help\u002Fcheckout\u002Fsave-a-card-on-file","58EG6L9w63SpMGAzkHHjirrj-LW9L-GxPvpuISu1pm0",{"id":42008,"title":12019,"audience":120,"body":42009,"category":135,"description":42166,"draft":386,"extension":387,"icon":12787,"keywords":42167,"locale":11,"meta":42173,"navigation":398,"order":41361,"path":12018,"related":42174,"seo":42175,"sourceHash":402,"stem":42176,"translationReviewed":386,"updatedAt":404,"__hash__":42177},"help\u002Fhelp\u002Fportal\u002Fsaved-cards-and-payment-security.md",{"type":143,"value":42010,"toc":42150},[42011,42014,42018,42060,42063,42067,42070,42075,42079,42116,42118,42127,42129,42133,42136,42140,42143,42147],[146,42012,42013],{},"You always enter your own card, on a secure form from the payment processor. Staff have no screen where they could type in or read your card number. The business only sees the card type, the last four digits and the expiry date.",[150,42015,42017],{"id":42016},"where-you-enter-a-card","Where you enter a card",[721,42019,42020,42028],{},[724,42021,42022],{},[727,42023,42024,42026],{},[730,42025,11017],{},[730,42027,21459],{},[737,42029,42030,42038,42050],{},[727,42031,42032,42035],{},[742,42033,42034],{},"The payment step of online booking",[742,42036,42037],{},"A deposit or a card on file is needed to confirm",[727,42039,42040,42047],{},[742,42041,8228,42042,470,42044],{},[166,42043,38450],{"href":11882},[166,42045,42046],{"href":640},"card request link",[742,42048,42049],{},"The business sends one to your phone or email",[727,42051,42052,42057],{},[742,42053,42054,42056],{},[161,42055,3766],{}," in your account",[742,42058,42059],{},"You add or change a saved card yourself",[146,42061,42062],{},"Your number goes straight to the payment processor, Stripe. There's no way for the business to take it over the phone.",[150,42064,42066],{"id":42065},"what-a-saved-card-can-be-charged-for","What a saved card can be charged for",[146,42068,42069],{},"Only what the business told you: a deposit, a membership renewal you signed up for, or a late-cancellation or no-show fee under the policy shown when you booked. If a fee is charged, you get an email saying how much, to which card and when.",[598,42071,42072],{},[146,42073,42074],{},"Those terms are shown before you confirm a booking. That's the time to read them and ask questions.",[150,42076,42078],{"id":42077},"manage-your-saved-cards","Manage your saved cards",[176,42080,42081,42085,42094,42097,42102,42106,42111,42113],{},[179,42082,42084],{"id":42083},"open-your-wallet","Open your Wallet",[146,42086,28284,42087,28287,42089,42091,42092,170],{},[161,42088,3766],{},[161,42090,2676],{}," on a phone). Your cards are under ",[161,42093,19716],{},[179,42095,32529],{"id":42096},"add-a-card",[146,42098,522,42099,42101],{},[161,42100,28352],{}," and enter it on the secure form.",[179,42103,42105],{"id":42104},"choose-the-default","Choose the default",[146,42107,522,42108,42110],{},[161,42109,28355],{}," on the card your memberships should be charged to.",[179,42112,41936],{"id":41935},[146,42114,42115],{},"Tap the remove button on a card and confirm. It's deleted at the payment processor too, so it can't be charged again. A membership charged to it needs a new card.",[150,42117,306],{"id":305},[146,42119,42120,42121,42123,42124,42126],{},"The card shows under ",[161,42122,19716],{}," with its last four digits and expiry, and ",[161,42125,19352],{}," beside the default one.",[150,42128,317],{"id":316},[179,42130,42132],{"id":42131},"can-i-give-my-card-number-over-the-phone","Can I give my card number over the phone?",[146,42134,42135],{},"No. The team has nowhere to type it. They'll send you a secure link instead, which is the safer way.",[179,42137,42139],{"id":42138},"card-payments-arent-set-up-for-this-salon-yet","\"Card payments aren't set up for this salon yet\"",[146,42141,42142],{},"The business can't take cards online yet. Ask them how to pay.",[179,42144,42146],{"id":42145},"is-my-card-stored-by-the-business","Is my card stored by the business?",[146,42148,42149],{},"No. It's stored by the payment processor. The business only sees the type, last four digits and expiry.",{"title":359,"searchDepth":23,"depth":23,"links":42151},[42152,42153,42154,42160,42161],{"id":42016,"depth":23,"text":42017},{"id":42065,"depth":23,"text":42066},{"id":42077,"depth":23,"text":42078,"children":42155},[42156,42157,42158,42159],{"id":42083,"depth":33,"text":42084},{"id":42096,"depth":33,"text":32529},{"id":42104,"depth":33,"text":42105},{"id":41935,"depth":33,"text":41936},{"id":305,"depth":23,"text":306},{"id":316,"depth":23,"text":317,"children":42162},[42163,42164,42165],{"id":42131,"depth":33,"text":42132},{"id":42138,"depth":33,"text":42139},{"id":42145,"depth":33,"text":42146},"Why staff can never see or type your card number, what a saved card can be charged for, and how to add, change or remove your cards.",[42168,42169,42170,42171,42172],"is it safe to save my card","card on file salon","who can see my card number","remove my saved card","what can my saved card be charged for",{},[3772,640],{"title":12019,"description":42166},"help\u002Fportal\u002Fsaved-cards-and-payment-security","oIJ4p_1HHK5EJ2dKch3Rg595Cwwou44D8AmJgHXhL7M",{"id":42179,"title":31859,"audience":7,"body":42180,"category":54,"description":42454,"draft":386,"extension":387,"icon":42455,"keywords":42456,"locale":11,"meta":42463,"navigation":398,"order":41361,"path":31858,"related":42464,"seo":42465,"sourceHash":402,"stem":42466,"translationReviewed":386,"updatedAt":2935,"__hash__":42467},"help\u002Fhelp\u002Fretail\u002Fcreate-discounts-and-deals.md",{"type":143,"value":42181,"toc":42436},[42182,42191,42245,42247,42254,42258,42360,42365,42369,42383,42388,42392,42411,42413,42420,42422,42426,42429,42433],[146,42183,42184,42185,42187,42188,42190],{},"Deals live under ",[161,42186,31851],{},", on a page called ",[161,42189,31700],{},". They come in three kinds, and each takes a percentage or an amount off the things you choose.",[721,42192,42193,42204],{},[724,42194,42195],{},[727,42196,42197,42199,42202],{},[730,42198,37417],{},[730,42200,42201],{},"How it applies",[730,42203,916],{},[737,42205,42206,42219,42232],{},[727,42207,42208,42213,42216],{},[742,42209,42210],{},[161,42211,42212],{},"Promotion",[742,42214,42215],{},"The client enters a code when booking online, or you enter it at checkout",[742,42217,42218],{},"\"WELCOME10\", partner codes, win-back campaigns",[727,42220,42221,42226,42229],{},[742,42222,42223],{},[161,42224,42225],{},"Flash sale",[742,42227,42228],{},"By itself online, and at checkout when the sale qualifies",[742,42230,42231],{},"\"20% off retail this weekend\"",[727,42233,42234,42239,42242],{},[742,42235,42236],{},[161,42237,42238],{},"Last-minute offer",[742,42240,42241],{},"By itself, for bookings made close to the appointment",[742,42243,42244],{},"Filling today's empty slots",[150,42246,153],{"id":152},[155,42248,42249],{},[158,42250,42251,42253],{},[161,42252,1421],{}," seeing deals needs access to revenue setup. Creating and changing them needs permission to manage it.",[150,42255,42257],{"id":42256},"create-a-deal","Create a deal",[176,42259,42260,42262,42268,42270,42286,42290,42307,42311,42331,42335,42352,42354],{},[179,42261,277],{"id":276},[146,42263,1936,42264,1469,42266,170],{},[161,42265,31851],{},[161,42267,888],{},[179,42269,40115],{"id":40114},[146,42271,1203,42272,1207,42275,490,42277,470,42279,1574,42281,42283,42284,170],{},[161,42273,42274],{},"What kind of deal?",[161,42276,42212],{},[161,42278,42225],{},[161,42280,42238],{},[161,42282,444],{},". Each later step has its own ",[161,42285,444],{},[179,42287,42289],{"id":42288},"name-it-and-set-the-value","Name it and set the value",[146,42291,7165,42292,15862,42294,42296,42297,42300,42301,42303,42304,170],{},[161,42293,4016],{},[161,42295,4020],{}," clients will see. Set the ",[161,42298,42299],{},"Discount value"," as a percentage or an amount. For a promotion, enter the ",[161,42302,31727],{},"; leave it blank and the deal applies by itself. For a last-minute offer, set ",[161,42305,42306],{},"Apply within (hours before appointment)",[179,42308,42310],{"id":42309},"choose-what-it-applies-to","Choose what it applies to",[146,42312,1203,42313,42316,42317,490,42319,189,42321,42323,42324,42327,42328,42330],{},[161,42314,42315],{},"Apply deal to",", choose all, some or none of your ",[161,42318,1150],{},[161,42320,1491],{},[161,42322,1494],{},". Gift cards are only included if you tick ",[161,42325,42326],{},"Gift cards purchased in-store",". You can also limit it to certain ",[161,42329,4650],{}," and locations.",[179,42332,42334],{"id":42333},"set-the-dates-and-limits","Set the dates and limits",[146,42336,42337,42338,189,42340,42342,42343,490,42346,470,42349,170],{},"Set when it ",[161,42339,25164],{},[161,42341,12383],{},". If you like, tick ",[161,42344,42345],{},"Limit to one use per client",[161,42347,42348],{},"Limit total number of uses",[161,42350,42351],{},"Set minimum purchase amount",[179,42353,4688],{"id":4687},[146,42355,225,42356,42359],{},[161,42357,42358],{},"Create deal",". It's live straight away unless its start date is later.",[554,42361],{"alt":42362,"height":42363,"src":42364,"width":1632},"Step 1 of 4 of a new deal, What kind of deal?, with Promotion selected, Flash sale and Last-minute offer below it, each with a one-line description, and Continue at the top right.",520,"\u002Fhelp\u002Fretail\u002Fcreate-discounts-and-deals\u002Fkinds.webp",[150,42366,42368],{"id":42367},"how-deals-behave-at-checkout","How deals behave at checkout",[155,42370,42371,42374,42377,42380],{},[158,42372,42373],{},"A code is checked when it's entered. If it can't be used, the message says why: expired, used up, under the minimum spend, or nothing in the cart it covers.",[158,42375,42376],{},"Deals without a code apply by themselves when the sale qualifies, and are skipped quietly when it doesn't. They leave alone a combo, which keeps its own price, and an item that already has its own discount, such as a member price or the deal from its online booking.",[158,42378,42379],{},"At checkout, deals add up: every automatic deal the sale qualifies for applies, and a code is added on top.",[158,42381,42382],{},"On an online booking, each service gets the one deal that saves the client most, and an amount-off deal, such as $20 off, is used once on the visit, not on every service.",[598,42384,42385],{},[146,42386,42387],{},"A membership perk or package discount can be set not to combine with codes. If a code is refused for a member, or a price looks discounted twice, check the perk's setting on the plan.",[150,42389,42391],{"id":42390},"pause-or-copy-a-deal","Pause or copy a deal",[146,42393,42394,42395,42398,42399,42401,42402,42404,42405,42407,42408,42410],{},"Open the deal from the list. Select ",[161,42396,42397],{},"Deactivate"," to stop it at once and keep its history; it moves to the ",[161,42400,4925],{}," tab, and ",[161,42403,11745],{}," turns it back on. Select ",[161,42406,3177],{}," to start your next offer from the same settings, or ",[161,42409,2104],{}," to change it.",[150,42412,306],{"id":305},[146,42414,42415,42416,42419],{},"Open the deal to see its sales, how many times it was used, by how many clients, and the total discount given. ",[161,42417,42418],{},"Reports → Discount summary"," covers all discounts for a period.",[150,42421,317],{"id":316},[179,42423,42425],{"id":42424},"a-flash-sale-didnt-apply","A flash sale didn't apply",[146,42427,42428],{},"Check that it's active and within its dates, that the item is included, that the sale meets the minimum spend, and that the usage limits haven't been reached.",[179,42430,42432],{"id":42431},"a-client-says-their-code-doesnt-work-online","A client says their code doesn't work online",[146,42434,42435],{},"Check the code is spelled the same, the deal covers what they're booking, and it isn't limited to team members or a location they didn't choose.",{"title":359,"searchDepth":23,"depth":23,"links":42437},[42438,42439,42447,42448,42449,42450],{"id":152,"depth":23,"text":153},{"id":42256,"depth":23,"text":42257,"children":42440},[42441,42442,42443,42444,42445,42446],{"id":276,"depth":33,"text":277},{"id":40114,"depth":33,"text":40115},{"id":42288,"depth":33,"text":42289},{"id":42309,"depth":33,"text":42310},{"id":42333,"depth":33,"text":42334},{"id":4687,"depth":33,"text":4688},{"id":42367,"depth":23,"text":42368},{"id":42390,"depth":23,"text":42391},{"id":305,"depth":23,"text":306},{"id":316,"depth":23,"text":317,"children":42451},[42452,42453],{"id":42424,"depth":33,"text":42425},{"id":42431,"depth":33,"text":42432},"Create promo codes, flash sales and last-minute offers, choose what they apply to and who can use them, and see what each one cost.","i-lucide-ticket-percent",[42457,42458,42459,42460,42461,42462],"create discount code","flash sale auto apply","last minute offer","promotion setup","discount not applying at checkout","limit discount uses",{},[1891,4533,5021],{"title":31859,"description":42454},"help\u002Fretail\u002Fcreate-discounts-and-deals","ERbjQRkp3sbIRUMZC--ElGzDvHgcdhFjIQIXUo0A_jQ",{"id":42469,"title":4754,"audience":7,"body":42470,"category":94,"description":42670,"draft":386,"extension":387,"icon":40363,"keywords":42671,"locale":11,"meta":42678,"navigation":398,"order":41361,"path":4753,"related":42679,"seo":42680,"sourceHash":402,"stem":42681,"translationReviewed":386,"updatedAt":2935,"__hash__":42682},"help\u002Fhelp\u002Fsettings\u002Frooms-and-equipment.md",{"type":143,"value":42471,"toc":42650},[42472,42477,42481,42483,42499,42503,42553,42557,42571,42576,42580,42591,42595,42604,42608,42617,42619,42622,42624,42628,42633,42637,42643,42647],[146,42473,42474,42475,170],{},"Add your rooms and equipment, link them to the services that need them, and Owneli reserves one for each booking. It never books two appointments into the same room or onto the same machine at once. They live under ",[161,42476,40093],{},[554,42478],{"alt":42479,"height":9862,"src":42480,"width":5143},"Rooms & equipment in the Booking area of Settings: the rail, New resource, search and filters for kind and type, and room cards for each location, such as Treatment room at Main with 2 units, Treatment Room 1 and Treatment Room 2.","\u002Fhelp\u002Fsettings\u002Frooms-and-equipment\u002Fresources.webp",[150,42482,153],{"id":152},[155,42484,42485,42490],{},[158,42486,42487,42489],{},[161,42488,1421],{}," anyone with permission to manage appointments.",[158,42491,42492,42495,42496,42498],{},[161,42493,42494],{},"Think in types."," Give rooms and machines that can stand in for each other the same ",[161,42497,5299],{},", such as Laser or Facial Room. A service asks for a type, and any free one at that location is used.",[150,42500,42502],{"id":42501},"add-a-room-or-machine","Add a room or machine",[176,42504,42505,42507,42513,42515,42525,42527,42535,42539,42547,42549],{},[179,42506,277],{"id":276},[146,42508,1936,42509,1469,42511,170],{},[161,42510,40093],{},[161,42512,40111],{},[179,42514,40115],{"id":40114},[146,42516,1203,42517,1207,42519,42521,42522,42524],{},[161,42518,37417],{},[161,42520,9832],{}," (a treatment room or bay) or ",[161,42523,3321],{}," (a laser, a microcurrent unit).",[179,42526,40127],{"id":40126},[146,42528,11649,42529,42531,42532,42534],{},[161,42530,4016],{}," your team uses, such as Room 2, and a ",[161,42533,5299],{},", such as Facial Room.",[179,42536,42538],{"id":42537},"say-how-many-and-where","Say how many and where",[146,42540,8570,42541,42543,42544,42546],{},[161,42542,24538],{}," if you have several identical ones, such as 2 lasers. Choose the ",[161,42545,822],{}," where it is; it's only offered when booking there.",[179,42548,4688],{"id":4687},[146,42550,225,42551,170],{},[161,42552,40158],{},[150,42554,42556],{"id":42555},"link-it-to-a-service","Link it to a service",[146,42558,42559,42560,42562,42563,42565,42566,42568,42569,170],{},"Open the service, go to its ",[161,42561,4747],{}," section and, under ",[161,42564,40182],{},", tick the type it needs, or ",[161,42567,40185],{},". From then on, each booking of that service takes a free one at the booking location, and the service isn't offered where there's none. See ",[166,42570,4541],{"href":5021},[2888,42572,42573],{},[146,42574,42575],{},"If two services share one machine and can't run at once, link both to that machine's type. The calendar then keeps them apart for you.",[150,42577,42579],{"id":42578},"take-one-out-of-service","Take one out of service",[146,42581,40284,42582,42584,42585,42588,42589,170],{},[161,42583,40287],{}," a date, with a ",[161,42586,42587],{},"Reason (staff only)",". Nothing that needs it can be booked before that day, and capacity drops by one. To stop new services picking it, set it to ",[161,42590,7473],{},[150,42592,42594],{"id":42593},"read-the-list","Read the list",[146,42596,42597,42598,470,42601,42603],{},"Each row shows its units, how many services need it, and anything out of service. Filter by ",[161,42599,42600],{},"Rooms",[161,42602,3321],{}," and by type. Check how many services need a resource before you archive it.",[150,42605,42607],{"id":42606},"archive-a-resource","Archive a resource",[146,42609,42610,42611,42613,42614,42616],{},"Open it and choose ",[161,42612,3496],{},". Services that need it keep the link, but new services can't pick it. ",[161,42615,4936],{}," lists archived resources.",[150,42618,306],{"id":305},[146,42620,42621],{},"Book the linked service on the calendar. The room or machine is reserved with it, and trying to book the same one at the same time is refused or offers another free one.",[150,42623,317],{"id":316},[179,42625,42627],{"id":42626},"a-service-disappeared-from-online-booking-at-one-location","A service disappeared from online booking at one location",[146,42629,42630,42631,170],{},"It needs a resource type that location doesn't have, or all of them are out of service. Add one there or change the service's ",[161,42632,40182],{},[179,42634,42636],{"id":42635},"still-have-upcoming-bookings","\"Still have upcoming bookings\"",[146,42638,42639,42640,42642],{},"You lowered the ",[161,42641,24538],{}," while some units are booked. Move or cancel those appointments first.",[179,42644,42646],{"id":42645},"can-one-visit-use-several-resources","Can one visit use several resources?",[146,42648,42649],{},"Yes. A visit with several services reserves what each one needs, such as a room for the facial and the laser for the laser step.",{"title":359,"searchDepth":23,"depth":23,"links":42651},[42652,42653,42660,42661,42662,42663,42664,42665],{"id":152,"depth":23,"text":153},{"id":42501,"depth":23,"text":42502,"children":42654},[42655,42656,42657,42658,42659],{"id":276,"depth":33,"text":277},{"id":40114,"depth":33,"text":40115},{"id":40126,"depth":33,"text":40127},{"id":42537,"depth":33,"text":42538},{"id":4687,"depth":33,"text":4688},{"id":42555,"depth":23,"text":42556},{"id":42578,"depth":23,"text":42579},{"id":42593,"depth":23,"text":42594},{"id":42606,"depth":23,"text":42607},{"id":305,"depth":23,"text":306},{"id":316,"depth":23,"text":317,"children":42666},[42667,42668,42669],{"id":42626,"depth":33,"text":42627},{"id":42635,"depth":33,"text":42636},{"id":42645,"depth":33,"text":42646},"Add rooms and machines at each location, link them to the services that need them, and take one out of service for repairs.",[42672,42673,42674,42675,42676,42677],"treatment rooms setup","equipment booking","resources calendar","prevent double booking machine","assign room to service","laser scheduling",{},[5021,1383],{"title":4754,"description":42670},"help\u002Fsettings\u002Frooms-and-equipment","77iNyvieox0G8-CE3BvbUnA0uoa-WM6zqnyUQ4KSuuw",{"id":42684,"title":42685,"audience":7,"body":42686,"category":24,"description":42861,"draft":386,"extension":387,"icon":41762,"keywords":42862,"locale":11,"meta":42868,"navigation":398,"order":42869,"path":42870,"related":42871,"seo":42872,"sourceHash":402,"stem":42873,"translationReviewed":386,"updatedAt":2935,"__hash__":42874},"help\u002Fhelp\u002Fcalendar\u002Fcatch-same-day-online-bookings.md","Keep same-day online bookings on the team's radar",{"type":143,"value":42687,"toc":42850},[42688,42691,42695,42700,42709,42713,42721,42724,42727,42731,42776,42797,42800,42804,42807,42810,42821,42824,42826,42830,42833,42837,42843,42847],[146,42689,42690],{},"A client can book while the front desk is helping someone else. Give the team enough notice and a clear way to check new appointments before the client arrives.",[150,42692,42694],{"id":42693},"how-much-notice-should-we-allow","How much notice should we allow?",[146,42696,15035,42697,42699],{},[161,42698,26248],{}," that leaves time to prepare the room and tell the provider. It controls how close to a start time a client can book online. A short opening in the calendar does not need to become an immediate booking.",[146,42701,42702,42703,42705,42706,42708],{},"Find it under ",[161,42704,29220],{}," in your online booking settings. Follow ",[166,42707,4961],{"href":4960}," for the full path and location settings. Check each location that accepts online bookings.",[150,42710,42712],{"id":42711},"where-should-the-front-desk-look","Where should the front desk look?",[146,42714,42715,42716,42718,42719,170],{},"Keep ",[161,42717,2358],{}," on the correct date and location, with the relevant providers visible. A filter or a view of one provider can hide an appointment elsewhere in the business. See ",[166,42720,701],{"href":1381},[146,42722,42723],{},"The calendar refreshes when appointment changes arrive over its live connection. If you suspect it is out of date, refresh and verify the booking itself. A notification is a prompt to check, not a substitute for the appointment record.",[146,42725,42726],{},"Open the appointment to check its client, service, time and assigned provider. Make one person on each shift responsible for passing new arrivals to the right team member.",[150,42728,42730],{"id":42729},"who-receives-a-new-online-booking-notice","Who receives a new online booking notice?",[721,42732,42733,42742],{},[724,42734,42735],{},[727,42736,42737,42740],{},[730,42738,42739],{},"Surface",[730,42741,6508],{},[737,42743,42744,42751,42759,42768],{},[727,42745,42746,42748],{},[742,42747,2358],{},[742,42749,42750],{},"Bookings appear within the date, location and team view you can access.",[727,42752,42753,42756],{},[742,42754,42755],{},"Notification bell",[742,42757,42758],{},"Recent bookings appear according to your role and access. Regular staff see bookings assigned to them.",[727,42760,42761,42765],{},[742,42762,42763],{},[161,42764,312],{},[742,42766,42767],{},"Bookings awaiting confirmation can appear in the confirmation queue. This is not a list of every confirmed booking.",[727,42769,42770,42773],{},[742,42771,42772],{},"Optional email",[742,42774,42775],{},"The booked team member, owners and admins, or addresses you list, such as a front desk inbox, as the business chooses.",[146,42777,42778,42779,12948,42781,42783,42784,490,42786,470,42788,42790,42791,42793,42794,170],{},"To choose who is emailed, an admin opens ",[161,42780,11048],{},[161,42782,29639],{},", turns on ",[161,42785,29594],{},[161,42787,29671],{},[161,42789,29687],{},", then selects ",[161,42792,29695],{},". Only the first is on to start with. A shared front desk inbox goes under specific addresses. See ",[166,42795,29634],{"href":42796},"\u002Fhelp\u002Fsettings\u002Fonline-booking#get-emails-about-online-bookings",[146,42798,42799],{},"Do not rely on email arriving immediately. Agree who watches the calendar during the shift.",[150,42801,42803],{"id":42802},"how-can-we-check-our-setup","How can we check our setup?",[146,42805,42806],{},"Use a test client you control and agree on the test with the front desk. Open the public booking link on a phone and book an available time that meets your notice rule. Your configured deposit or card requirements still apply.",[146,42808,42809],{},"Check all three outcomes:",[155,42811,42812,42815,42818],{},[158,42813,42814],{},"The phone shows the completed booking and its correct date, time and location.",[158,42816,42817],{},"The front desk finds that same appointment on its calendar and opens the details.",[158,42819,42820],{},"The intended staff member can see the booking, and whoever you chose to email checks the email arrived.",[146,42822,42823],{},"Check the experience using the receptionist's own account too. An owner's view alone does not prove that the front desk receives the same notices. Cancel the test appointment afterwards and review any payment separately.",[150,42825,2846],{"id":2845},[179,42827,42829],{"id":42828},"the-client-has-a-confirmation-but-i-cannot-see-the-booking","The client has a confirmation, but I cannot see the booking",[146,42831,42832],{},"Check the location, date, provider filters and your access before creating another appointment. Refresh the calendar and ask an admin to look for the original reference if it is still missing.",[179,42834,42836],{"id":42835},"should-a-same-day-client-receive-all-the-usual-reminders","Should a same-day client receive all the usual reminders?",[146,42838,42839,42840,42842],{},"No. A reminder whose scheduled time has already passed is skipped. See ",[166,42841,16628],{"href":16627},". The booking confirmation and the team's review are separate from reminders.",[179,42844,42846],{"id":42845},"can-i-tell-that-a-booking-is-new-just-from-its-colour","Can I tell that a booking is new just from its colour?",[146,42848,42849],{},"Use the appointment details and notification bell to check. Calendar colours depend on the selected colour setting; they are not a guaranteed alert for a new same-day booking.",{"title":359,"searchDepth":23,"depth":23,"links":42851},[42852,42853,42854,42855,42856],{"id":42693,"depth":23,"text":42694},{"id":42711,"depth":23,"text":42712},{"id":42729,"depth":23,"text":42730},{"id":42802,"depth":23,"text":42803},{"id":2845,"depth":23,"text":2846,"children":42857},[42858,42859,42860],{"id":42828,"depth":33,"text":42829},{"id":42835,"depth":33,"text":42836},{"id":42845,"depth":33,"text":42846},"Give your front desk time to respond, check the right calendar, and understand who receives online booking notices.",[42863,42864,42865,42866,42867],"same day online booking","last minute appointment","front desk booking notification","missed online booking","minimum booking notice",{},105,"\u002Fhelp\u002Fcalendar\u002Fcatch-same-day-online-bookings",[4960,1381,1100],{"title":42685,"description":42861},"help\u002Fcalendar\u002Fcatch-same-day-online-bookings","fLtKDz3ZRl8Ez1oxl273ssUeRN7KR-_1VmUQdIqyOFA",{"id":42876,"title":42877,"audience":120,"body":42878,"category":125,"description":43013,"draft":386,"extension":387,"icon":24684,"keywords":43014,"locale":11,"meta":43020,"navigation":398,"order":43021,"path":43022,"related":43023,"seo":43024,"sourceHash":402,"stem":43025,"translationReviewed":386,"updatedAt":404,"__hash__":43026},"help\u002Fhelp\u002Fbook-online\u002Fshop-products-online.md","Shop products from your salon online",{"type":143,"value":42879,"toc":42997},[42880,42883,42887,42934,42938,42962,42964,42967,42969,42973,42976,42980,42983,42987,42990,42994],[146,42881,42882],{},"Many businesses sell their products online too. Add what you'd like to your bag, choose how to get it, and pay by card on a secure form.",[150,42884,42886],{"id":42885},"order-products","Order products",[176,42888,42889,42893,42899,42903,42913,42917,42923,42927],{},[179,42890,42892],{"id":42891},"open-the-shop","Open the shop",[146,42894,39851,42895,42898],{},[161,42896,42897],{},"Shop",". If they have more than one location, pick the one you visit: stock and pickup are set by location.",[179,42900,42902],{"id":42901},"fill-your-bag","Fill your bag",[146,42904,42905,42906,2079,42909,42912],{},"Browse by category or search. Tap a product for details, choose an option such as a size or shade, and tap ",[161,42907,42908],{},"Add to bag",[161,42910,42911],{},"Sets and savings"," offer several products together for less.",[179,42914,42916],{"id":42915},"choose-how-youll-get-it","Choose how you'll get it",[146,42918,4334,42919,42922],{},[161,42920,42921],{},"How would you like it?",", choose to pick it up at the location or have it shipped to your address. Some businesses also let you pay now and collect it at your next visit. Any shipping cost is shown before you pay.",[179,42924,42926],{"id":42925},"add-your-details-and-pay","Add your details and pay",[146,42928,42929,42930,42933],{},"Enter your contact details, and your ",[161,42931,42932],{},"Shipping address"," if it's being delivered. Enter your card on the secure payment form. The business never sees your card number.",[150,42935,42937],{"id":42936},"subscribe-to-a-product","Subscribe to a product",[146,42939,42940,42941,470,42944,42947,42948,1131,42951,470,42954,42957,42958,42961],{},"To have a product delivered on repeat, tap ",[161,42942,42943],{},"Shop and subscribe",[161,42945,42946],{},"Subscribe & save"," on a product. Choose the ",[161,42949,42950],{},"Delivery frequency",[161,42952,42953],{},"Every month",[161,42955,42956],{},"Every 3 months","), enter your details, tick to authorise the recurring charge, and tap ",[161,42959,42960],{},"Start subscription",". Some businesses take a percentage off every delivery. You can manage or cancel it from your account.",[150,42963,306],{"id":305},[146,42965,42966],{},"An order confirmation arrives by email. Your order is ready or on its way once the business has prepared it. The business doesn't send an automatic message when a pickup is ready, so contact them if you'd like to check.",[150,42968,317],{"id":316},[179,42970,42972],{"id":42971},"when-do-i-pay-for-a-pickup-order","When do I pay for a pickup order?",[146,42974,42975],{},"When you place the order. Pickup just means no shipping cost.",[179,42977,42979],{"id":42978},"can-i-return-a-product","Can I return a product?",[146,42981,42982],{},"Returns follow the business's own policy, shown on the product page. Contact them with your order confirmation.",[179,42984,42986],{"id":42985},"theres-no-shop-on-the-website","There's no Shop on the website",[146,42988,42989],{},"Not every business sells online. Ask them in person.",[179,42991,42993],{"id":42992},"payment-went-through-but-we-couldnt-confirm-the-order","\"Payment went through but we couldn't confirm the order\"",[146,42995,42996],{},"Your payment worked. Contact the business with your receipt email so they can find your order.",{"title":359,"searchDepth":23,"depth":23,"links":42998},[42999,43005,43006,43007],{"id":42885,"depth":23,"text":42886,"children":43000},[43001,43002,43003,43004],{"id":42891,"depth":33,"text":42892},{"id":42901,"depth":33,"text":42902},{"id":42915,"depth":33,"text":42916},{"id":42925,"depth":33,"text":42926},{"id":42936,"depth":23,"text":42937},{"id":305,"depth":23,"text":306},{"id":316,"depth":23,"text":317,"children":43008},[43009,43010,43011,43012],{"id":42971,"depth":33,"text":42972},{"id":42978,"depth":33,"text":42979},{"id":42985,"depth":33,"text":42986},{"id":42992,"depth":33,"text":42993},"Buy products from the business's online shop, choose pickup or delivery, pay securely by card, or subscribe to have a product delivered on repeat.",[43015,43016,43017,43018,43019],"buy salon products online","salon online shop","skincare pickup order","ship salon products","order products from my spa",{},110,"\u002Fhelp\u002Fbook-online\u002Fshop-products-online",[693,12007],{"title":42877,"description":43013},"help\u002Fbook-online\u002Fshop-products-online","DHJHzwca-KinwFYGuC1V06LAlMKKEE3FW6JGfP3yw0k",{"id":43028,"title":16898,"audience":7,"body":43029,"category":24,"description":43567,"draft":386,"extension":387,"icon":43568,"keywords":43569,"locale":11,"meta":43578,"navigation":398,"order":43021,"path":1100,"related":43579,"seo":43580,"sourceHash":402,"stem":43581,"translationReviewed":386,"updatedAt":697,"__hash__":43582},"help\u002Fhelp\u002Fcalendar\u002Fthe-appointment-detail-panel.md",{"type":143,"value":43030,"toc":43548},[43031,43034,43038,43042,43085,43091,43095,43103,43166,43173,43177,43193,43196,43200,43213,43224,43235,43239,43356,43369,43373,43378,43500,43506,43508,43512,43515,43519,43525,43529,43532,43536,43541,43545],[146,43032,43033],{},"Select any appointment on the calendar to open its panel. It's the appointment's home: the client on the left, and the time, services and payment on the right, with the next step at the bottom.",[554,43035],{"alt":43036,"height":4148,"src":43037,"width":9862},"An appointment panel: the client's name, contact details, visits and lifetime spend, tags and notes on the left; the Confirmed status, date and time, two services with prices, Add service and the payment summary on the right, with Check in and Checkout at the bottom.","\u002Fhelp\u002Fcalendar\u002Fthe-appointment-detail-panel\u002Fpanel.webp",[150,43039,43041],{"id":43040},"run-the-visit-from-the-panel","Run the visit from the panel",[176,43043,43044,43048,43059,43063,43073,43077],{},[179,43045,43047],{"id":43046},"check-the-client-in","Check the client in",[146,43049,43050,43051,43054,43055,43058],{},"When the client arrives, select ",[161,43052,43053],{},"Check in"," at the bottom of the panel. If they're early, ",[161,43056,43057],{},"Earlier than scheduled"," asks you to confirm. Check in appears on the day of the appointment.",[179,43060,43062],{"id":43061},"start-the-service","Start the service",[146,43064,43065,43066,43069,43070,170],{},"When they go through, select ",[161,43067,43068],{},"Start service",". The panel then shows ",[161,43071,43072],{},"In service",[179,43074,43076],{"id":43075},"check-out","Check out",[146,43078,43079,43080,43082,43083,170],{},"When the visit is done, select ",[161,43081,1465],{},". The sale opens with the client, services and team member already on it. See ",[166,43084,1389],{"href":1891},[146,43086,43087,43088,43090],{},"Once the sale is paid, the button reads ",[161,43089,25595],{},". If your role can't take payments, the panel says the front desk can ring it up.",[150,43092,43094],{"id":43093},"change-the-status","Change the status",[146,43096,43097,43098,470,43100,43102],{},"Select the status at the top (such as ",[161,43099,15025],{},[161,43101,1044],{},") and choose another:",[721,43104,43105,43114],{},[724,43106,43107],{},[727,43108,43109,43111],{},[730,43110,4922],{},[730,43112,43113],{},"How it's set",[737,43115,43116,43125,43134,43148,43157],{},[727,43117,43118,43122],{},[742,43119,43120],{},[161,43121,15025],{},[742,43123,43124],{},"When the appointment is made",[727,43126,43127,43131],{},[742,43128,43129],{},[161,43130,1044],{},[742,43132,43133],{},"From this menu",[727,43135,43136,43140],{},[742,43137,43138],{},[161,43139,1066],{},[742,43141,43142,43143,8102,43146,6534],{},"Only by checking out, or with ",[161,43144,43145],{},"Mark complete (no charge)",[161,43147,1855],{},[727,43149,43150,43154],{},[742,43151,43152],{},[161,43153,1074],{},[742,43155,43156],{},"From this menu. It asks about any fee and whether to tell the client.",[727,43158,43159,43163],{},[742,43160,43161],{},[161,43162,1070],{},[742,43164,43165],{},"From this menu. It asks for a reason, any fee, and whether to tell the client.",[146,43167,3199,43168,189,43170,170],{},[166,43169,14921],{"href":15338},[166,43171,43172],{"href":15340},"Choose what the client is told",[150,43174,43176],{"id":43175},"move-a-booking-to-another-team-member","Move a booking to another team member",[146,43178,43179,43180,43182,43183,43186,43187,43189,43190,43192],{},"Open a service, choose another ",[161,43181,5098],{},", then save. When only the person changes, the panel asks ",[161,43184,43185],{},"Tell {name} about the change",", with the client's name. Ticked, the client gets one email, in their language, saying who they'll see now. It starts ticked when ",[161,43188,29474],{}," is on under ",[161,43191,28890],{},". Dragging a booking into another person's column at the same time asks the same question. On a phone it opens from the bottom of the screen.",[146,43194,43195],{},"If the time changes too, the usual reschedule question decides, and that email already names the team member.",[150,43197,43199],{"id":43198},"add-a-status-label","Add a status label",[146,43201,43202,43203,470,43205,43208,43209,43212],{},"A status label is your business's own note on where a visit stands, such as ",[161,43204,1086],{},[161,43206,43207],{},"Waiting for consent",". Make your labels under ",[161,43210,43211],{},"Settings → Booking → Status labels",": a name of up to 20 characters, a colour and an icon. Archive a label you no longer use; delete one only if no visit carries it.",[146,43214,43215,43216,43219,43220,43223],{},"To add one to a visit, select ",[161,43217,43218],{},"Add label"," beside the status and choose it. Choose ",[161,43221,43222],{},"Remove label"," to take it off. The label shows on the calendar and in the preview, beside the status.",[155,43225,43226,43229,43232],{},[158,43227,43228],{},"A label is extra information. The status still decides payments, reminders, reports and the kiosk.",[158,43230,43231],{},"Only a visit that is booked or confirmed takes a label. Completing, cancelling or marking a no-show takes it off.",[158,43233,43234],{},"You need permission to change the visit. Team members who see only their own calendar can label only their own visits.",[150,43236,43238],{"id":43237},"what-the-panel-shows","What the panel shows",[721,43240,43241,43249],{},[724,43242,43243],{},[727,43244,43245,43247],{},[730,43246,2337],{},[730,43248,2340],{},[737,43250,43251,43289,43311,43322,43341],{},[727,43252,43253,43257],{},[742,43254,43255],{},[161,43256,41796],{},[742,43258,43259,43260,189,43262,43264,43265,43268,43269,43271,43272,490,43274,490,43276,490,43278,490,43281,490,43284,189,43287,170],{},"Name, email and phone, ",[161,43261,3670],{},[161,43263,28388],{}," spend, memberships and packages with sessions left, date of birth and tags. ",[161,43266,43267],{},"View profile"," opens their full profile. The ",[161,43270,1855],{}," beside it holds ",[161,43273,3673],{},[161,43275,6906],{},[161,43277,6951],{},[161,43279,43280],{},"Copy number",[161,43282,43283],{},"Copy address",[161,43285,43286],{},"Resend confirmation",[161,43288,6712],{},[727,43290,43291,43295],{},[742,43292,43293],{},[161,43294,30378],{},[742,43296,43297,490,43300,490,43303,43306,43307,43310],{},[161,43298,43299],{},"Staff alert",[161,43301,43302],{},"Allergies",[161,43304,43305],{},"Patch test"," status and ",[161,43308,43309],{},"Client notes",". If your role can't see these, the panel says they're hidden. It never shows them as empty.",[727,43312,43313,43317],{},[742,43314,43315],{},[161,43316,1150],{},[742,43318,43319,43320],{},"Each service with its time, length, team member and price, any deal attached, and ",[161,43321,13486],{},[727,43323,43324,43328],{},[742,43325,43326],{},[161,43327,1403],{},[742,43329,43330,43331,43334,43335,2079,43337,43340],{},"An ",[161,43332,43333],{},"Estimated"," summary: subtotal, discounts, tax, any deposit paid, and ",[161,43336,15728],{},[161,43338,43339],{},"View breakdown"," shows every line.",[727,43342,43343,43347],{},[742,43344,43345],{},[161,43346,3462],{},[742,43348,43349,43352,43353],{},[161,43350,43351],{},"Internal note · staff only"," and anything ",[161,43354,43355],{},"From the client",[146,43357,43358,43359,34354,43362,7125,43365,43368],{},"If the appointment isn't secured yet and your business asks for a card or deposit, ",[161,43360,43361],{},"Secure this booking",[161,43363,43364],{},"Add payment policy",[161,43366,43367],{},"Send secure link"," to the client.",[150,43370,43372],{"id":43371},"the-menu","The ⋮ menu",[146,43374,31832,43375,43377],{},[161,43376,1855],{}," at the bottom of the panel for everything else:",[721,43379,43380,43388],{},[724,43381,43382],{},[727,43383,43384,43386],{},[730,43385,14512],{},[730,43387,735],{},[737,43389,43390,43404,43417,43427,43436,43445,43454,43463,43472,43481,43490],{},[727,43391,43392,43397],{},[742,43393,43394],{},[161,43395,43396],{},"Add internal note",[742,43398,43399,43400,43403],{},"A note for staff only. Tick ",[161,43401,43402],{},"Also pin to client profile"," to show it on every future visit.",[727,43405,43406,43411],{},[742,43407,43408],{},[161,43409,43410],{},"Start consultation (tablet)",[742,43412,43413,43414,170],{},"Opens the consultation flow. A video appointment shows ",[161,43415,43416],{},"Start video consultation",[727,43418,43419,43424],{},[742,43420,43421],{},[161,43422,43423],{},"Open forms in kiosk",[742,43425,43426],{},"Opens each unsigned form for this service on the tablet, for the client to fill in",[727,43428,43429,43433],{},[742,43430,43431],{},[161,43432,43286],{},[742,43434,43435],{},"Sends the booking confirmation again",[727,43437,43438,43442],{},[742,43439,43440],{},[161,43441,14142],{},[742,43443,43444],{},"Opens the client's chart, when charting is on",[727,43446,43447,43451],{},[742,43448,43449],{},[161,43450,14705],{},[742,43452,43453],{},"Pick a new slot on the calendar",[727,43455,43456,43460],{},[742,43457,43458],{},[161,43459,14967],{},[742,43461,43462],{},"Pick a new date and time from a list",[727,43464,43465,43469],{},[742,43466,43467],{},[161,43468,43145],{},[742,43470,43471],{},"Completes the visit without a sale",[727,43473,43474,43478],{},[742,43475,43476],{},[161,43477,34279],{},[742,43479,43480],{},"Starts the client's next booking",[727,43482,43483,43487],{},[742,43484,43485],{},[161,43486,16556],{},[742,43488,43489],{},"Turn reminders and follow-ups on or off for this appointment",[727,43491,43492,43497],{},[742,43493,43494],{},[161,43495,43496],{},"View activity",[742,43498,43499],{},"Who did what to this appointment, and when",[554,43501],{"alt":43502,"height":43503,"src":43504,"width":43505},"The appointment's more actions menu: Add internal note, Start consultation (tablet), Open forms in kiosk, Resend confirmation, Open clinical chart, Reschedule, Reschedule by date, Mark complete (no charge), Rebook client, Automations and View activity.",546,"\u002Fhelp\u002Fcalendar\u002Fthe-appointment-detail-panel\u002Fmore.webp",295,[150,43507,317],{"id":316},[179,43509,43511],{"id":43510},"theres-no-check-in-button","There's no Check in button",[146,43513,43514],{},"The appointment is on a later date. Check in appears on the day.",[179,43516,43518],{"id":43517},"checkout-is-missing","Checkout is missing",[146,43520,43521,43522,43524],{},"The sale is already paid (",[161,43523,25595],{}," shows instead), the visit is cancelled or a no-show, or your role can't take payments.",[179,43526,43528],{"id":43527},"open-forms-in-kiosk-says-all-forms-signed","Open forms in kiosk says \"All forms signed\"",[146,43530,43531],{},"Every form linked to the service is already done. \"No forms linked to this service\" means the service has no forms to sign.",[179,43533,43535],{"id":43534},"was-the-client-emailed","Was the client emailed?",[146,43537,225,43538,43540],{},[161,43539,15241],{},". It lists each event and who or what did it, including automations.",[179,43542,43544],{"id":43543},"who-can-see-the-internal-note","Who can see the internal note?",[146,43546,43547],{},"Only your team. It never appears in emails to the client, the client portal or receipts.",{"title":359,"searchDepth":23,"depth":23,"links":43549},[43550,43555,43556,43557,43558,43559,43560],{"id":43040,"depth":23,"text":43041,"children":43551},[43552,43553,43554],{"id":43046,"depth":33,"text":43047},{"id":43061,"depth":33,"text":43062},{"id":43075,"depth":33,"text":43076},{"id":43093,"depth":23,"text":43094},{"id":43175,"depth":23,"text":43176},{"id":43198,"depth":23,"text":43199},{"id":43237,"depth":23,"text":43238},{"id":43371,"depth":23,"text":43372},{"id":316,"depth":23,"text":317,"children":43561},[43562,43563,43564,43565,43566],{"id":43510,"depth":33,"text":43511},{"id":43517,"depth":33,"text":43518},{"id":43527,"depth":33,"text":43528},{"id":43534,"depth":33,"text":43535},{"id":43543,"depth":33,"text":43544},"Open an appointment to check the client in, change its status, add services, see what's owed, and reach every other appointment action.","i-lucide-panel-right-open",[43570,43571,43572,43573,43574,43575,43576,43577],"open appointment details","check in a client","change appointment status","mark appointment complete","resend confirmation email","appointment activity log","status label running late","custom appointment status",{},[15338,1891,15340],{"title":16898,"description":43567},"help\u002Fcalendar\u002Fthe-appointment-detail-panel","-v_a9MwFkSsanIdqqOrENLec-f07dXoiN4r4PMT_-oo",{"id":43584,"title":43585,"audience":7,"body":43586,"category":34,"description":44022,"draft":386,"extension":387,"icon":14258,"keywords":44023,"locale":11,"meta":44032,"navigation":398,"order":43021,"path":44033,"related":44034,"seo":44035,"sourceHash":402,"stem":44036,"translationReviewed":386,"updatedAt":9086,"__hash__":44037},"help\u002Fhelp\u002Fcheckout\u002Fcreate-and-send-a-quote.md","Create and send a quote",{"type":143,"value":43587,"toc":43996},[43588,43591,43593,43606,43610,43690,43696,43702,43706,43709,43767,43770,43772,43787,43790,43813,43816,43820,43856,43861,43863,43870,43936,43939,43944,43946,43950,43953,43957,43963,43967,43973,43977,43986,43990],[146,43589,43590],{},"When a caller asks \"what would it cost to…\", build a quote. One option can hold services, combos, packages, memberships and products together. Price alternatives if they help, then text or email the link. The client books or buys the option they want, at the prices you quoted.",[150,43592,153],{"id":152},[155,43594,43595,43600],{},[158,43596,43597,43599],{},[161,43598,1421],{}," anyone who can manage appointments. Selling a quote at the till also needs permission to run checkouts.",[158,43601,43602,43605],{},[161,43603,43604],{},"A location must be chosen."," The quote is priced at your active location.",[150,43607,43609],{"id":43608},"quote-a-price-for-a-caller","Quote a price for a caller",[176,43611,43612,43616,43623,43627,43643,43647,43653,43656,43662,43666,43679,43681],{},[179,43613,43615],{"id":43614},"start-a-quote","Start a quote",[146,43617,1936,43618,1469,43621,170],{},[161,43619,43620],{},"Point of sale → Quotes",[161,43622,1263],{},[179,43624,43626],{"id":43625},"fill-the-first-option","Fill the first option",[146,43628,225,43629,43632,43633,43635,43636,43639,43640,43642],{},[161,43630,43631],{},"Choose what to quote",", pick what the client asked about, and select ",[161,43634,1655],{},". Services and combos sit in their categories, with packages, memberships and products alongside. Use ",[161,43637,43638],{},"Add to this option"," to add more. The subtotal, any ",[161,43641,9899],{},", tax and total update as you go.",[179,43644,43646],{"id":43645},"add-alternatives-if-useful","Add alternatives if useful",[146,43648,225,43649,43652],{},[161,43650,43651],{},"Set aside & price another option"," to keep this option and start the next, for example \"the express version\" against \"the full course\". A quote holds up to six options, and the client takes one.",[179,43654,444],{"id":43655},"continue",[146,43657,43658,43659,170],{},"When every option is priced, select ",[161,43660,43661],{},"Continue to send",[179,43663,43665],{"id":43664},"say-who-its-for","Say who it's for",[146,43667,1203,43668,1207,43671,43674,43675,43678],{},[161,43669,43670],{},"Who is this for?",[161,43672,43673],{},"New caller"," and enter their name and phone, or ",[161,43676,43677],{},"Existing client"," and search by name, phone or email.",[179,43680,10522],{"id":10521},[146,43682,11373,43683,43686,43687,170],{},[161,43684,43685],{},"The caller asked us to text this estimate",". It's required, because estimates only go to people who asked for one. Select ",[161,43688,43689],{},"Send quote",[554,43691],{"alt":43692,"height":43693,"src":43694,"width":43695},"A quote option being built: Signature Facial at $150.00 with a deal picker reading No deal, an Add to this option button, the subtotal, tax and total, and a Set aside & price another option button.",492,"\u002Fhelp\u002Fcheckout\u002Fcreate-and-send-a-quote\u002Fbuilder.webp",736,[146,43697,43698,43699,43701],{},"The link goes by text. If the client has texted STOP to your business, it goes by email instead, and the send screen tells you first. You can also select ",[161,43700,10658],{}," and share it yourself.",[150,43703,43705],{"id":43704},"how-each-line-is-priced","How each line is priced",[146,43707,43708],{},"Each line is priced the way it sells everywhere else, so the quote matches the bill.",[721,43710,43711,43720],{},[724,43712,43713],{},[727,43714,43715,43717],{},[730,43716,35603],{},[730,43718,43719],{},"Priced at",[737,43721,43722,43731,43740,43749,43758],{},[727,43723,43724,43728],{},[742,43725,43726],{},[161,43727,7149],{},[742,43729,43730],{},"Its price at the quote's location, with any deal that applies",[727,43732,43733,43737],{},[742,43734,43735],{},[161,43736,440],{},[742,43738,43739],{},"Its combo price. A combo already carries its saving, so no deal is added.",[727,43741,43742,43746],{},[742,43743,43744],{},[161,43745,1734],{},[742,43747,43748],{},"Its package price, taxed at sale",[727,43750,43751,43755],{},[742,43752,43753],{},[161,43754,1737],{},[742,43756,43757],{},"Its first charge, taxed the same way as every renewal",[727,43759,43760,43764],{},[742,43761,43762],{},[161,43763,39170],{},[742,43765,43766],{},"Its retail price at the location, with its tax",[146,43768,43769],{},"Service charges apply to the visit lines (services and combos) only.",[150,43771,40466],{"id":40465},[146,43773,43774,43775,43778,43779,43782,43783,43786],{},"A branded ",[161,43776,43777],{},"Your estimate"," page. Each option groups its lines under ",[161,43780,43781],{},"Your visit"," (services and combos) and ",[161,43784,43785],{},"To buy"," (packages, memberships and products), with the details of each: a combo's services and saving, a package's sessions and saving per session, a membership's inclusions and terms. The page shows the date the estimate is valid through.",[146,43788,43789],{},"Each option ends in one action, chosen from what it holds:",[155,43791,43792,43801,43807],{},[158,43793,43794,43797,43798,43800],{},[161,43795,43796],{},"Book this visit",", when the option has services or combos. Online booking opens with them already chosen, at the quoted prices. Anything under ",[161,43799,43785],{}," is set aside on the appointment and added to its checkout at the quoted price.",[158,43802,43803,43806],{},[161,43804,43805],{},"Buy now",", when the option only has packages or products. The client pays on a secure payment page.",[158,43808,43809,43812],{},[161,43810,43811],{},"Join this membership",", for a membership. The usual sign-up opens with the plan chosen. If the option also has things to buy, payment comes first and the sign-up follows.",[146,43814,43815],{},"Once the client takes up an option, the quote closes and the other options stop offering booking or purchase.",[150,43817,43819],{"id":43818},"sell-an-option-at-the-till","Sell an option at the till",[176,43821,43822,43826,43832,43836,43843,43847],{},[179,43823,43825],{"id":43824},"open-the-quote","Open the quote",[146,43827,43828,43829,43831],{},"When the client is with you, find the quote under ",[161,43830,43620],{}," and open it.",[179,43833,43835],{"id":43834},"sell-the-option","Sell the option",[146,43837,43838,43839,43842],{},"Find the option and select ",[161,43840,43841],{},"Sell at the till",". A sale opens for the quote's client, at the quote's location, with the whole option at the quoted prices.",[179,43844,43846],{"id":43845},"take-the-payment","Take the payment",[146,43848,43849,43850,43852,43853,170],{},"Take payment as usual. See ",[166,43851,1389],{"href":1891},". Closing the sale marks the quote ",[161,43854,43855],{},"Purchased",[146,43857,43858,43860],{},[161,43859,43841],{}," appears while the quote is still open.",[150,43862,306],{"id":305},[146,43864,43865,43866,43869],{},"The quote appears under ",[161,43867,43868],{},"Quotes"," with its status:",[721,43871,43872,43880],{},[724,43873,43874],{},[727,43875,43876,43878],{},[730,43877,4922],{},[730,43879,1026],{},[737,43881,43882,43891,43900,43909,43918,43927],{},[727,43883,43884,43888],{},[742,43885,43886],{},[161,43887,10586],{},[742,43889,43890],{},"Saved but not delivered. Copy the link and share it instead.",[727,43892,43893,43897],{},[742,43894,43895],{},[161,43896,10596],{},[742,43898,43899],{},"Delivered by text or email",[727,43901,43902,43906],{},[742,43903,43904],{},[161,43905,10606],{},[742,43907,43908],{},"The client opened the link",[727,43910,43911,43915],{},[742,43912,43913],{},[161,43914,15025],{},[742,43916,43917],{},"The client booked an option's visit",[727,43919,43920,43924],{},[742,43921,43922],{},[161,43923,43855],{},[742,43925,43926],{},"The client bought an option online or at the till",[727,43928,43929,43933],{},[742,43930,43931],{},[161,43932,10635],{},[742,43934,43935],{},"Past its valid-through date: 30 days, or sooner if an included deal ends first",[146,43937,43938],{},"An expired quote invites the client to get in touch for a fresh estimate.",[598,43940,43941],{},[146,43942,43943],{},"A quote can't be edited after it's sent. The price the client was shown stays the price they were shown. To change it, build a new quote and send that.",[150,43945,317],{"id":316},[179,43947,43949],{"id":43948},"it-says-it-emailed-instead-of-texting","It says it emailed instead of texting",[146,43951,43952],{},"The client texted STOP to your business, so the estimate went by email.",[179,43954,43956],{"id":43955},"we-couldnt-text-or-email-it","\"We couldn't text or email it\"",[146,43958,43959,43960,43962],{},"There's no phone or email the estimate can go to. Select ",[161,43961,10658],{}," and share it another way.",[179,43964,43966],{"id":43965},"i-need-to-resend-a-quote","I need to resend a quote",[146,43968,43969,43970,43972],{},"An open quote's link keeps working. Copy it with ",[161,43971,10658],{}," before you close the builder. Once you've left the builder, build a fresh quote.",[179,43974,43976],{"id":43975},"is-a-quote-a-payment-request","Is a quote a payment request?",[146,43978,43979,43980,43982,43983,43985],{},"No. Nothing is charged from the quote itself. Booking runs your normal online booking, including any deposit your ",[166,43981,29105],{"href":5023}," asks for. ",[161,43984,43805],{}," only takes payment when the client chooses it.",[179,43987,43989],{"id":43988},"the-caller-isnt-a-client-yet","The caller isn't a client yet",[146,43991,43992,43993,43995],{},"You don't need to create them first. Choose ",[161,43994,43673],{}," with a name and phone, and a client record is made from the quote, so the booking or purchase lands on the right history.",{"title":359,"searchDepth":23,"depth":23,"links":43997},[43998,43999,44007,44008,44009,44014,44015],{"id":152,"depth":23,"text":153},{"id":43608,"depth":23,"text":43609,"children":44000},[44001,44002,44003,44004,44005,44006],{"id":43614,"depth":33,"text":43615},{"id":43625,"depth":33,"text":43626},{"id":43645,"depth":33,"text":43646},{"id":43655,"depth":33,"text":444},{"id":43664,"depth":33,"text":43665},{"id":10521,"depth":33,"text":10522},{"id":43704,"depth":23,"text":43705},{"id":40465,"depth":23,"text":40466},{"id":43818,"depth":23,"text":43819,"children":44010},[44011,44012,44013],{"id":43824,"depth":33,"text":43825},{"id":43834,"depth":33,"text":43835},{"id":43845,"depth":33,"text":43846},{"id":305,"depth":23,"text":306},{"id":316,"depth":23,"text":317,"children":44016},[44017,44018,44019,44020,44021],{"id":43948,"depth":33,"text":43949},{"id":43955,"depth":33,"text":43956},{"id":43965,"depth":33,"text":43966},{"id":43975,"depth":33,"text":43976},{"id":43988,"depth":33,"text":43989},"Price up to six options that mix services, combos, packages, memberships and products, text or email the estimate, and let the client book or buy the option they choose.",[44024,44025,44026,44027,44028,44029,44030,44031],"send price quote to client","estimate for caller salon","quote multiple options","quote a combo and a package","text price estimate","quote expired what happens","convert quote to booking","sell a quote at the till",{},"\u002Fhelp\u002Fcheckout\u002Fcreate-and-send-a-quote",[1891,1383,5023],{"title":43585,"description":44022},"help\u002Fcheckout\u002Fcreate-and-send-a-quote","UXS1c-SHG22v7KJhsLd-YCiZttEXJ7cO-8P1kdz4ltI",{"id":44039,"title":17908,"audience":7,"body":44040,"category":54,"description":44388,"draft":386,"extension":387,"icon":37280,"keywords":44389,"locale":11,"meta":44395,"navigation":398,"order":43021,"path":8482,"related":44396,"seo":44397,"sourceHash":402,"stem":44398,"translationReviewed":386,"updatedAt":5027,"__hash__":44399},"help\u002Fhelp\u002Fretail\u002Fgift-card-liability-and-expiry.md",{"type":143,"value":44041,"toc":44369},[44042,44045,44082,44087,44092,44094,44105,44109,44124,44128,44148,44152,44224,44228,44242,44246,44251,44300,44304,44307,44316,44321,44323,44336,44338,44342,44350,44354,44360,44364],[146,44043,44044],{},"Money taken for a gift card isn't revenue yet. It's money you owe the holder until they spend it. Owneli tracks that balance so you always know what's outstanding, and your accountant gets the numbers without a year-end scramble.",[721,44046,44047,44056],{},[724,44048,44049],{},[727,44050,44051,44053],{},[730,44052,19842],{},[730,44054,44055],{},"Effect on your books",[737,44057,44058,44066,44074],{},[727,44059,44060,44063],{},[742,44061,44062],{},"A card is sold",[742,44064,44065],{},"Cash in, and what you owe goes up. Not revenue yet.",[727,44067,44068,44071],{},[742,44069,44070],{},"A card is spent",[742,44072,44073],{},"What you owe goes down, and the sale counts as revenue",[727,44075,44076,44079],{},[742,44077,44078],{},"A card expires with money on it",[742,44080,44081],{},"The balance stops counting as owed. Whether you can keep it is for your accountant, and it's regulated in many places.",[146,44083,44084,44085,170],{},"Packages work the same way. See ",[166,44086,5576],{"href":5575},[146,44088,44089,44090,170],{},"Printed gift cards count only once they're sold. A box of blank cards, or a card in a sale that isn't paid yet, adds nothing to what you owe. See ",[166,44091,17337],{"href":17336},[150,44093,153],{"id":152},[155,44095,44096],{},[158,44097,44098,44100,44101,44104],{},[161,44099,1421],{}," the reports need access to reports. The ",[161,44102,44103],{},"Gift cards sold"," page needs access to revenue setup.",[150,44106,44108],{"id":44107},"check-what-you-owe-right-now","Check what you owe right now",[146,44110,1936,44111,5081,44113,2079,44115,44117,44118,189,44121,170],{},[161,44112,17341],{},[161,44114,17851],{},[161,44116,17848],{}," is what clients can still spend, beside ",[161,44119,44120],{},"Active cards",[161,44122,44123],{},"Redeemed all-time",[150,44125,44127],{"id":44126},"gifts-that-havent-been-sent-yet","Gifts that haven't been sent yet",[146,44129,44130,44131,44133,44134,4125,44136,44138,44139,44142,44143,44145,44146,170],{},"A gift card sold to be sent on a later date is owed from the day it's sold, like any other card, so it's already in ",[161,44132,17848],{},". On the ",[161,44135,5622],{},[161,44137,17848],{}," tile says underneath how much of that is still waiting to go, for example ",[161,44140,44141],{},"Not yet sent: $1,240.00 (16 cards)",". To see those cards, filter ",[161,44144,44103],{}," by ",[161,44147,17492],{},[150,44149,44151],{"id":44150},"read-the-liability-ledger","Read the liability ledger",[176,44153,44154,44156,44162,44166,44169,44173,44195,44199],{},[179,44155,6329],{"id":6328},[146,44157,1936,44158,5081,44160,170],{},[161,44159,2463],{},[161,44161,5622],{},[179,44163,44165],{"id":44164},"choose-the-period","Choose the period",[146,44167,44168],{},"Pick the dates, for example last month.",[179,44170,44172],{"id":44171},"read-the-totals","Read the totals",[146,44174,44175,44176,490,44179,490,44182,44184,44185,189,44188,44191,44192,44194],{},"The tiles show the ",[161,44177,44178],{},"Opening balance",[161,44180,44181],{},"Closing balance",[161,44183,17848],{},", and what was ",[161,44186,44187],{},"Issued in range",[161,44189,44190],{},"Redeemed in range",". If expired cards still hold money, ",[161,44193,17848],{}," says how much underneath.",[179,44196,44198],{"id":44197},"read-the-days","Read the days",[146,44200,44201,44202,490,44205,490,44208,490,44211,490,44213,490,44216,490,44218,189,44221,170],{},"Each row is a day: ",[161,44203,44204],{},"Value issued",[161,44206,44207],{},"Value redeemed",[161,44209,44210],{},"Refunded to cards",[161,44212,5200],{},[161,44214,44215],{},"Other adjustments",[161,44217,10635],{},[161,44219,44220],{},"Net liability change",[161,44222,44223],{},"Balance at day end",[554,44225],{"alt":44226,"height":13822,"src":44227,"width":5143},"The Gift-card liability ledger for the last 30 days at Main: tiles for Opening balance $100.00, Closing balance $400.00, Outstanding liability $400.00 plus $75.00 on expired cards, Active cards with balance 3, Issued in range $350.00 and Redeemed in range $50.00, above the daily table of issued, redeemed, refunded, voided, adjusted and expired amounts.","\u002Fhelp\u002Fretail\u002Fgift-card-liability-and-expiry\u002Fledger.webp",[2888,44229,44230],{},[146,44231,44232,44233,44235,44236,44238,44239,44241],{},"Reconcile once a month. This month's ",[161,44234,44181],{}," should equal the ",[161,44237,44178],{},", plus what was issued, minus what was redeemed, plus or minus adjustments and expiries. If it doesn't match your accounts, ",[161,44240,5632],{}," lists every transaction that moved it.",[150,44243,44245],{"id":44244},"other-reports-that-help","Other reports that help",[146,44247,44248,44249,170],{},"All are under ",[161,44250,2463],{},[721,44252,44253,44262],{},[724,44254,44255],{},[727,44256,44257,44259],{},[730,44258,5486],{},[730,44260,44261],{},"What it answers",[737,44263,44264,44273,44282,44291],{},[727,44265,44266,44270],{},[742,44267,44268],{},[161,44269,5612],{},[742,44271,44272],{},"Everything you owe clients right now: gift card balances and unused package sessions",[727,44274,44275,44279],{},[742,44276,44277],{},[161,44278,5632],{},[742,44280,44281],{},"Every gift card or package sale and redemption that moved the balance",[727,44283,44284,44288],{},[742,44285,44286],{},[161,44287,5642],{},[742,44289,44290],{},"What you owe beside your recurring membership revenue",[727,44292,44293,44297],{},[742,44294,44295],{},[161,44296,5602],{},[742,44298,44299],{},"Revenue, refunds, fees and gift card liability for a period, on one page",[150,44301,44303],{"id":44302},"expiry","Expiry",[146,44305,44306],{},"Gift cards sold or issued in Owneli have no expiry date, so they never expire. Cards brought over from another system keep the expiry date they had there.",[146,44308,44309,44310,44312,44313,170],{},"When an imported card's date passes, it shows ",[161,44311,10635],{}," and can no longer be spent. Its panel shows the date, and warns when it's close, for example ",[161,44314,44315],{},"Expires in 3 days",[598,44317,44318],{},[146,44319,44320],{},"Gift card expiry is regulated, and many places limit or ban it. Some require unclaimed balances to be paid to the government. What to do with expired balances is for your business and its advisers to decide.",[150,44322,306],{"id":305},[146,44324,9094,44325,44327,44328,44330,44331,44333,44334,170],{},[161,44326,44181],{}," for last month matches the ",[161,44329,44178],{}," for this month, and ",[161,44332,17848],{}," on the report matches the figure on ",[161,44335,44103],{},[150,44337,317],{"id":316},[179,44339,44341],{"id":44340},"a-card-expired-but-the-client-wants-to-use-it","A card expired, but the client wants to use it",[146,44343,44344,44345,38040,44347,44349],{},"An expired card can't be reopened or extended. If you choose to honour it, issue a new card for the amount from ",[161,44346,17341],{},[161,44348,17620],{},", so the ledger stays accurate.",[179,44351,44353],{"id":44352},"can-i-write-off-old-balances-on-cards-nobody-uses","Can I write off old balances on cards nobody uses?",[146,44355,44356,44357,44359],{},"Not by yourself. In most places the money is still owed until any legal expiry or unclaimed-property rules apply. Take the ",[161,44358,5622],{}," to your accountant.",[179,44361,44363],{"id":44362},"do-gift-cards-pay-commission","Do gift cards pay commission?",[146,44365,44366,44367,170],{},"A sale can pay commission if one of your commission rules covers gift cards. Spending a card doesn't. See ",[166,44368,18716],{"href":18715},{"title":359,"searchDepth":23,"depth":23,"links":44370},[44371,44372,44373,44374,44380,44381,44382,44383],{"id":152,"depth":23,"text":153},{"id":44107,"depth":23,"text":44108},{"id":44126,"depth":23,"text":44127},{"id":44150,"depth":23,"text":44151,"children":44375},[44376,44377,44378,44379],{"id":6328,"depth":33,"text":6329},{"id":44164,"depth":33,"text":44165},{"id":44171,"depth":33,"text":44172},{"id":44197,"depth":33,"text":44198},{"id":44244,"depth":23,"text":44245},{"id":44302,"depth":23,"text":44303},{"id":305,"depth":23,"text":306},{"id":316,"depth":23,"text":317,"children":44384},[44385,44386,44387],{"id":44340,"depth":33,"text":44341},{"id":44352,"depth":33,"text":44353},{"id":44362,"depth":33,"text":44363},"See how much you owe on gift cards, read the liability ledger, reconcile it each month, and know what happens when a card expires.",[44390,44391,44392,44393,44394],"gift card liability","outstanding gift card balance","gift card expiry rules","unredeemed gift cards report","gift card breakage",{},[3270,17336,5575,3238],{"title":17908,"description":44388},"help\u002Fretail\u002Fgift-card-liability-and-expiry","TY1kjOey1hiJ1RK6elgQdf44p4HGy8kQCjzfgtoLrnI",{"id":44401,"title":10906,"audience":7,"body":44402,"category":94,"description":44734,"draft":386,"extension":387,"icon":44735,"keywords":44736,"locale":11,"meta":44743,"navigation":398,"order":43021,"path":10905,"related":44744,"seo":44745,"sourceHash":402,"stem":44746,"translationReviewed":386,"updatedAt":697,"__hash__":44747},"help\u002Fhelp\u002Fsettings\u002Fbrand-and-appearance.md",{"type":143,"value":44403,"toc":44711},[44404,44412,44414,44426,44430,44459,44463,44470,44561,44565,44568,44574,44578,44583,44635,44642,44646,44660,44662,44665,44667,44671,44680,44684,44687,44691,44701,44705],[146,44405,44406,44407,1473,44409,44411],{},"Everything your clients see carries your brand: your venue page, booking pages, client account, forms, quotes, receipts and emails. You set it once in ",[161,44408,10898],{},[161,44410,10887],{},", and it applies everywhere. The staff app keeps its own look.",[150,44413,153],{"id":152},[155,44415,44416,44420],{},[158,44417,44418,12536],{},[161,44419,1421],{},[158,44421,44422,44425],{},[161,44423,44424],{},"Have your logo ready:"," PNG, JPEG, WebP or SVG, up to 2 MB. A wide logo on a transparent background works best.",[150,44427,44429],{"id":44428},"set-your-name-and-logo","Set your name and logo",[176,44431,44432,44434,44438,44442,44453,44455],{},[179,44433,28926],{"id":28925},[146,44435,1936,44436,170],{},[161,44437,10887],{},[179,44439,44441],{"id":44440},"name-and-logo","Name and logo",[146,44443,1203,44444,44446,44447,1469,44450,170],{},[161,44445,10894],{},", check the ",[161,44448,44449],{},"Organization name",[161,44451,44452],{},"Upload logo",[179,44454,2019],{"id":2018},[146,44456,225,44457,9048],{},[161,44458,3844],{},[150,44460,44462],{"id":44461},"set-your-brand-in-brand-studio","Set your brand in Brand studio",[146,44464,44465,44467,44468,170],{},[161,44466,10898],{}," is the one place your colours, fonts, shapes and venue layout are set. Nothing changes for clients until you select ",[161,44469,10901],{},[176,44471,44472,44476,44492,44496,44502,44506,44541,44545],{},[179,44473,44475],{"id":44474},"step-1-choose-a-design","Step 1: choose a design",[146,44477,1203,44478,44480,44481,44483,44484,44487,44488,44491],{},[161,44479,10898],{},", pick one of the designs under ",[161,44482,17425],{},". Each one sets colours, fonts, shapes and a matching layout. Or, under ",[161,44485,44486],{},"Or start from your website",", enter your website and select ",[161,44489,44490],{},"Match my website",": Owneli reads your home page and builds a complete theme from it. Nothing on your website changes.",[179,44493,44495],{"id":44494},"step-2-choose-a-layout","Step 2: choose a layout",[146,44497,1203,44498,44501],{},[161,44499,44500],{},"Choose a layout",", pick how your venue page looks. Every layout uses your colours and logo and includes all your booking features.",[179,44503,44505],{"id":44504},"step-3-fine-tune","Step 3: fine-tune",[146,44507,2879,44508,44511,44512,490,44515,490,44518,490,44521,490,44524,490,44527,490,44530,490,44533,490,44536,189,44539,170],{},[161,44509,44510],{},"Fine-tune colours, fonts and shapes"," to change the ",[161,44513,44514],{},"Main colour",[161,44516,44517],{},"Second colour",[161,44519,44520],{},"Highlight colour",[161,44522,44523],{},"Page background",[161,44525,44526],{},"Light or dark",[161,44528,44529],{},"Font pairing",[161,44531,44532],{},"Corners",[161,44534,44535],{},"Buttons",[161,44537,44538],{},"Spacing",[161,44540,6830],{},[179,44542,44544],{"id":44543},"compare-and-use-it","Compare and use it",[146,44546,44547,44548,44551,44552,189,44555,3466,44558,44560],{},"Compare ",[161,44549,44550],{},"What clients see now"," with your new version, in ",[161,44553,44554],{},"Light",[161,44556,44557],{},"Dark",[161,44559,10901],{},". It goes live at once on your venue page, booking, estimates, receipts, forms and emails.",[554,44562],{"alt":44563,"height":13822,"src":44564,"width":29095},"The Brand studio card showing the live version, Step 1 of 3, Choose a design, with six designs such as Fern & Stone, Maison Noir and the selected Form Studio, each with its colours and a Book a visit button.","\u002Fhelp\u002Fsettings\u002Fbrand-and-appearance\u002Fstudio.webp",[146,44566,44567],{},"You can match your website a few times a day. If a colour is too pale or too dark for button text, Owneli uses a deeper or lighter shade of it so buttons stay readable.",[146,44569,44570,44571,44573],{},"Every brand you use is saved under ",[161,44572,14180],{},", so you can go back to an earlier one at any time.",[150,44575,44577],{"id":44576},"how-your-emails-look-and-sign-off","How your emails look and sign off",[146,44579,1203,44580,4291],{},[161,44581,44582],{},"Email branding",[721,44584,44585,44593],{},[724,44586,44587],{},[727,44588,44589,44591],{},[730,44590,4168],{},[730,44592,735],{},[737,44594,44595,44605,44615,44625],{},[727,44596,44597,44602],{},[742,44598,44599],{},[161,44600,44601],{},"Email From Name",[742,44603,44604],{},"The sender name clients see, such as your business name",[727,44606,44607,44612],{},[742,44608,44609],{},[161,44610,44611],{},"Reply-to address",[742,44613,44614],{},"Where client replies go. Without one, replies go to a no-reply address.",[727,44616,44617,44622],{},[742,44618,44619],{},[161,44620,44621],{},"Default email signature (HTML)",[742,44623,44624],{},"Added to emails when the sender has no signature of their own",[727,44626,44627,44632],{},[742,44628,44629],{},[161,44630,44631],{},"Email footer text",[742,44633,44634],{},"Replaces the standard footer line, for example with a legal notice",[146,44636,44637,44638,4867,44640,170],{},"Your own signature for emails you send to clients is under ",[161,44639,14281],{},[166,44641,18801],{"href":18800},[150,44643,44645],{"id":44644},"public-contact-details","Public contact details",[146,44647,1203,44648,4013,44651,189,44654,44657,44658,170],{},[161,44649,44650],{},"Public contact",[161,44652,44653],{},"Public contact email",[161,44655,44656],{},"Public contact phone"," clients see on forms and care guides, and your ",[161,44659,21201],{},[150,44661,306],{"id":305},[146,44663,44664],{},"Open your booking page in a private window. It shows your logo, colours and fonts. Send yourself a form or a test email: it has your sender name, logo and footer.",[150,44666,317],{"id":316},[179,44668,44670],{"id":44669},"my-changes-dont-show-on-the-booking-page","My changes don't show on the booking page",[146,44672,44673,44674,44676,44677,44679],{},"Changes in ",[161,44675,10898],{}," are a preview until you select ",[161,44678,10901],{},". Select it, then reload your booking page.",[179,44681,44683],{"id":44682},"i-cant-choose-a-layout","I can't choose a layout",[146,44685,44686],{},"The venue layout is part of your online booking settings. If your role can't change online booking, the layouts are locked. Ask an owner or admin to choose it.",[179,44688,44690],{"id":44689},"can-i-change-my-booking-link","Can I change my booking link?",[146,44692,44693,44694,44696,44697,44700],{},"Yes. In ",[161,44695,10887],{},", change the ",[161,44698,44699],{},"Web address"," and save. Use 3 to 50 lowercase letters, numbers and hyphens. Your booking pages move to the new address, and links you've already shared keep working and open it. A domain you've connected keeps working too.",[179,44702,44704],{"id":44703},"can-each-location-have-its-own-brand","Can each location have its own brand?",[146,44706,44707,44708,170],{},"No. Your brand is the same at every location. Each location has its own photos, hours and address on its ",[166,44709,44710],{"href":24860},"public page",{"title":359,"searchDepth":23,"depth":23,"links":44712},[44713,44714,44719,44725,44726,44727,44728],{"id":152,"depth":23,"text":153},{"id":44428,"depth":23,"text":44429,"children":44715},[44716,44717,44718],{"id":28925,"depth":33,"text":28926},{"id":44440,"depth":33,"text":44441},{"id":2018,"depth":33,"text":2019},{"id":44461,"depth":23,"text":44462,"children":44720},[44721,44722,44723,44724],{"id":44474,"depth":33,"text":44475},{"id":44494,"depth":33,"text":44495},{"id":44504,"depth":33,"text":44505},{"id":44543,"depth":33,"text":44544},{"id":44576,"depth":23,"text":44577},{"id":44644,"depth":23,"text":44645},{"id":305,"depth":23,"text":306},{"id":316,"depth":23,"text":317,"children":44729},[44730,44731,44732,44733],{"id":44669,"depth":33,"text":44670},{"id":44682,"depth":33,"text":44683},{"id":44689,"depth":33,"text":44690},{"id":44703,"depth":33,"text":44704},"Add your logo, set your colours, fonts and venue layout in Brand studio, and set how your emails look and sign off.","i-lucide-palette",[44737,44738,44739,44740,44741,44742],"upload logo","brand colors","customize booking page","email from name","reply to address","white label branding",{},[24860,16190],{"title":10906,"description":44734},"help\u002Fsettings\u002Fbrand-and-appearance","YF1JAH8Cs-Ov2TLfRXmr1buLKk_yc9IOc2eQNlMKm-0",{"id":44749,"title":44750,"audience":120,"body":44751,"category":125,"description":44871,"draft":386,"extension":387,"icon":14258,"keywords":44872,"locale":11,"meta":44879,"navigation":398,"order":44880,"path":44881,"related":44882,"seo":44883,"sourceHash":402,"stem":44884,"translationReviewed":386,"updatedAt":404,"__hash__":44885},"help\u002Fhelp\u002Fbook-online\u002Faccept-a-quote.md","How do I accept a price estimate?",{"type":143,"value":44752,"toc":44857},[44753,44756,44760,44767,44779,44782,44786,44823,44825,44831,44833,44837,44840,44844,44847,44851],[146,44754,44755],{},"Open the estimate link, pick the option you want (if there's more than one) and use its button. A visit opens the business's booking flow with everything already chosen, so you just pick a time and confirm. Packages and products can be bought straight from the page.",[150,44757,44759],{"id":44758},"what-does-the-estimate-show","What does the estimate show?",[146,44761,44762,44763,44766],{},"A page in the business's branding with the date the estimate is ",[161,44764,44765],{},"valid through",". Each option lists what it includes:",[155,44768,44769,44774],{},[158,44770,44771,44773],{},[161,44772,43781],{},": the services and combos you would book, with their prices and durations. A combo shows the services it includes and how much you save.",[158,44775,44776,44778],{},[161,44777,43785],{},": packages, memberships and products. A package shows its sessions and the saving per session; a membership shows what's included and its terms.",[146,44780,44781],{},"Each option shows its own total, with any discount, service charge and tax. When there are alternatives, say a lighter and a fuller treatment plan, each is a card of its own; pick the one you want (only one can be taken).",[150,44783,44785],{"id":44784},"how-do-i-accept-it","How do I accept it?",[176,44787,44788,44792,44795,44799,44810,44814],{},[179,44789,44791],{"id":44790},"choose-your-option","Choose your option",[146,44793,44794],{},"Skip this if there's only one.",[179,44796,44798],{"id":44797},"use-the-options-button","Use the option's button",[146,44800,44801,44803,44804,44806,44807,44809],{},[161,44802,43796],{}," opens the booking flow with the option's services and combos already in place, at the quoted prices. ",[161,44805,43805],{}," takes you to a secure payment page for packages or products. ",[161,44808,43811],{}," opens the business's membership sign-up with the plan chosen.",[179,44811,44813],{"id":44812},"finish-as-usual","Finish as usual",[146,44815,44816,44817,44819,44820,44822],{},"Pick a time and confirm, exactly like any ",[166,44818,26057],{"href":693},", including any deposit the business requires. Anything under ",[161,44821,43785],{}," in a visit option is kept for you and paid at your visit. Once you've taken up an option, the estimate shows which one.",[150,44824,306],{"id":305},[146,44826,44827,44828,44830],{},"Once you've taken up an option, the estimate shows ",[161,44829,43855],{}," or your booking, and the other options are no longer offered. Your confirmation arrives by email.",[150,44832,317],{"id":316},[179,44834,44836],{"id":44835},"the-estimate-has-expired-are-the-prices-still-good","The estimate has expired. Are the prices still good?",[146,44838,44839],{},"Not necessarily. Prices aren't promised beyond the valid-through date. Ask the business for a fresh estimate; their details are on the page.",[179,44841,44843],{"id":44842},"can-i-take-only-part-of-an-option","Can I take only part of an option?",[146,44845,44846],{},"An option is taken up as a whole. If you'd like a different mix, ask the business to send a revised estimate.",[179,44848,44850],{"id":44849},"does-accepting-commit-me-to-pay","Does accepting commit me to pay?",[146,44852,44853,44854,44856],{},"Booking a visit means the business's normal booking and cancellation terms apply, and you see them during booking. ",[161,44855,43805],{}," charges you only when you complete the payment. A membership sign-up shows its terms, including any early-exit fee, before you join.",{"title":359,"searchDepth":23,"depth":23,"links":44858},[44859,44860,44865,44866],{"id":44758,"depth":23,"text":44759},{"id":44784,"depth":23,"text":44785,"children":44861},[44862,44863,44864],{"id":44790,"depth":33,"text":44791},{"id":44797,"depth":33,"text":44798},{"id":44812,"depth":33,"text":44813},{"id":305,"depth":23,"text":306},{"id":316,"depth":23,"text":317,"children":44867},[44868,44869,44870],{"id":44835,"depth":33,"text":44836},{"id":44842,"depth":33,"text":44843},{"id":44849,"depth":33,"text":44850},"Open the estimate link your salon or clinic sent, compare the options, and book or buy the one you want before the valid-through date passes.",[44873,44874,44875,44876,44877,44878],"accept a quote salon","price estimate link","treatment quote online","book from an estimate","buy a package from a quote","quote expired",{},120,"\u002Fhelp\u002Fbook-online\u002Faccept-a-quote",[693],{"title":44750,"description":44871},"help\u002Fbook-online\u002Faccept-a-quote","ghOGXwme-4clR87oskr1lRE55Mq6xQoPflQqdFsq0bY",{"id":44887,"title":10773,"audience":7,"body":44888,"category":24,"description":45233,"draft":386,"extension":387,"icon":45234,"keywords":45235,"locale":11,"meta":45243,"navigation":398,"order":44880,"path":10772,"related":45244,"seo":45245,"sourceHash":402,"stem":45246,"translationReviewed":386,"updatedAt":697,"__hash__":45247},"help\u002Fhelp\u002Fcalendar\u002Fcollect-forms-at-the-kiosk.md",{"type":143,"value":44889,"toc":45209},[44890,44893,44907,44911,44987,44990,44994,45037,45051,45059,45063,45135,45142,45149,45151,45164,45166,45170,45176,45180,45186,45190,45195,45199,45202,45206],[146,44891,44892],{},"A tablet at the front desk can do two jobs:",[155,44894,44895,44901],{},[158,44896,44897,44900],{},[161,44898,44899],{},"A lobby check-in tablet"," that clients use on their own: they check in, fill in their forms, or join the queue if they have no appointment.",[158,44902,44903,44906],{},[161,44904,44905],{},"A form kiosk"," that a team member sets up for one client at a time, to fill in and sign a form.",[150,44908,44910],{"id":44909},"set-up-a-lobby-check-in-tablet","Set up a lobby check-in tablet",[176,44912,44913,44917,44922,44926,44944,44948,44951,44955],{},[179,44914,44916],{"id":44915},"open-kiosk-devices","Open Kiosk devices",[146,44918,11591,44919,170],{},[161,44920,44921],{},"Settings → Booking → Kiosk devices",[179,44923,44925],{"id":44924},"pair-the-tablet","Pair the tablet",[146,44927,225,44928,37817,44931,44934,44935,44937,44938,3466,44941,170],{},[161,44929,44930],{},"Pair a device",[161,44932,44933],{},"Device name",", such as \"Front desk iPad\", choose the ",[161,44936,822],{},", and set a 4-digit ",[161,44939,44940],{},"Exit PIN",[161,44942,44943],{},"Create pairing link",[179,44945,44947],{"id":44946},"open-the-link-on-the-tablet","Open the link on the tablet",[146,44949,44950],{},"Scan the code with the tablet's camera, or open the link in its browser. The link is shown once, so make a new one if you lose it.",[179,44952,44954],{"id":44953},"choose-what-clients-can-do","Choose what clients can do",[146,44956,1203,44957,1486,44959,44962,44963,41039,44966,7589,44969,490,44972,490,44975,189,44978,44981,44982,3466,44985,170],{},[161,44958,10965],{},[161,44960,44961],{},"Configure"," for the location. Turn on ",[161,44964,44965],{},"Self service at this location",[161,44967,44968],{},"Guest actions",[161,44970,44971],{},"Self check-in",[161,44973,44974],{},"Intake forms",[161,44976,44977],{},"Walk-in registration",[161,44979,44980],{},"Show an estimated wait",". You can also set a ",[161,44983,44984],{},"Welcome message",[161,44986,2019],{},[146,44988,44989],{},"The tablet only sees one location, and only today's appointments. To leave kiosk mode on the tablet, a team member enters the exit PIN.",[150,44991,44993],{"id":44992},"what-clients-see-on-the-lobby-tablet","What clients see on the lobby tablet",[31210,44995,44996,45009,45019,45031],{},[158,44997,44998,45001,45002,45005,45006,170],{},[161,44999,45000],{},"Check in:"," they enter the phone number on their booking (or ",[161,45003,45004],{},"Use booking code",") and select ",[161,45007,45008],{},"Find my appointment",[158,45010,45011,45014,45015,45018],{},[161,45012,45013],{},"Is this you?"," They check the service, time and team member, and select ",[161,45016,45017],{},"Yes, check me in",". The appointment shows as checked in on your calendar.",[158,45020,45021,45024,45025,470,45028,170],{},[161,45022,45023],{},"Before your visit:"," if they have unsigned forms, they choose ",[161,45026,45027],{},"Fill in on this tablet",[161,45029,45030],{},"Send to my phone",[158,45032,45033,45036],{},[161,45034,45035],{},"Done:"," they see they're checked in, with their place in the queue or an estimated wait.",[146,45038,45039,45040,1473,45043,45046,45047,45050],{},"A client with no appointment selects ",[161,45041,45042],{},"Join the queue",[161,45044,45045],{},"No appointment today?",", enters their name and mobile number, and picks what they're here for. They join your ",[166,45048,45049],{"href":1093},"waitlist",", so the front desk can book them in.",[2888,45052,45053],{},[146,45054,45055,45056,45058],{},"The lobby tablet can text clients: when they check in, when their wait passes a threshold, and when they're next. Turn these on under ",[161,45057,11243],{},", in the kiosk group, and set the wait thresholds in the location's kiosk settings.",[150,45060,45062],{"id":45061},"hand-a-client-a-form-on-a-locked-tablet","Hand a client a form on a locked tablet",[176,45064,45065,45069,45080,45084,45094,45098,45108,45112,45125,45129],{},[179,45066,45068],{"id":45067},"open-the-form-kiosk","Open the form kiosk",[146,45070,45071,45072,15846,45074,45076,45077,170],{},"On a tablet signed in to Owneli, go to ",[161,45073,13731],{},[161,45075,1855],{}," at the top and choose ",[161,45078,45079],{},"Launch Kiosk",[179,45081,45083],{"id":45082},"lock-it-with-a-pin","Lock it with a PIN",[146,45085,426,45086,45089,45090,45093],{},[161,45087,45088],{},"Set Up Kiosk Mode",", enter a 4-digit PIN and select ",[161,45091,45092],{},"Start Kiosk Mode",". You need this PIN to leave.",[179,45095,45097],{"id":45096},"pick-the-form-and-the-client","Pick the form and the client",[146,45099,426,45100,45103,45104,45107],{},[161,45101,45102],{},"Select Form & Client",", search for the form and the client. For someone new, select ",[161,45105,45106],{},"New walk-in client"," and enter their name, and an email if they have one.",[179,45109,45111],{"id":45110},"hand-it-over","Hand it over",[146,45113,225,45114,21712,45117,45120,45121,45124],{},[161,45115,45116],{},"Hand Device to Client",[161,45118,45119],{},"Send to phone"," to show a ",[161,45122,45123],{},"Scan to fill"," code that opens the form on the client's own phone.",[179,45126,45128],{"id":45127},"take-the-tablet-back","Take the tablet back",[146,45130,45131,45132,45134],{},"When they're done, the client sees ",[161,45133,21614],{}," and the kiosk resets for the next person.",[146,45136,45137,45138,45141],{},"To leave, select ",[161,45139,45140],{},"Exit Kiosk Mode"," and enter your PIN. After five wrong tries, it locks for 60 seconds.",[146,45143,45144,45145,45148],{},"For a client with an appointment, there's a shortcut: open the appointment and select ",[161,45146,45147],{},"⋮ → Open forms in kiosk",". Each unsigned form for the visit opens ready to hand over.",[150,45150,306],{"id":305},[155,45152,45153,45159],{},[158,45154,45155,45156,45158],{},"On the lobby tablet, a checked-in client's appointment shows the blue ",[161,45157,1052],{}," dot on the calendar.",[158,45160,45161,45162,170],{},"On the form kiosk, the signed form appears on the client's profile and under ",[161,45163,10749],{},[150,45165,317],{"id":316},[179,45167,45169],{"id":45168},"this-tablet-isnt-paired","\"This tablet isn't paired\"",[146,45171,45172,45173,45175],{},"An admin needs to pair it from ",[161,45174,44921],{}," and open the new link on the tablet.",[179,45177,45179],{"id":45178},"a-client-cant-find-their-appointment","A client can't find their appointment",[146,45181,45182,45183,45185],{},"The tablet only finds today's appointments at its location, by the phone number on the booking. They can try ",[161,45184,45004],{},", or check in at the front desk.",[179,45187,45189],{"id":45188},"joining-the-queue-isnt-switched-on-for-this-tablet","\"Joining the queue isn't switched on for this tablet\"",[146,45191,10700,45192,45194],{},[161,45193,44977],{}," in the location's kiosk settings.",[179,45196,45198],{"id":45197},"i-forgot-the-form-kiosk-pin","I forgot the form kiosk PIN",[146,45200,45201],{},"The PIN only lasts for that browser session. Close the browser, open Owneli again, and start the kiosk with a new PIN.",[179,45203,45205],{"id":45204},"does-send-to-phone-work-without-signal","Does Send to phone work without signal?",[146,45207,45208],{},"No. The code opens a web link, so the client's phone needs internet. Hand them the tablet instead.",{"title":359,"searchDepth":23,"depth":23,"links":45210},[45211,45217,45218,45225,45226],{"id":44909,"depth":23,"text":44910,"children":45212},[45213,45214,45215,45216],{"id":44915,"depth":33,"text":44916},{"id":44924,"depth":33,"text":44925},{"id":44946,"depth":33,"text":44947},{"id":44953,"depth":33,"text":44954},{"id":44992,"depth":23,"text":44993},{"id":45061,"depth":23,"text":45062,"children":45219},[45220,45221,45222,45223,45224],{"id":45067,"depth":33,"text":45068},{"id":45082,"depth":33,"text":45083},{"id":45096,"depth":33,"text":45097},{"id":45110,"depth":33,"text":45111},{"id":45127,"depth":33,"text":45128},{"id":305,"depth":23,"text":306},{"id":316,"depth":23,"text":317,"children":45227},[45228,45229,45230,45231,45232],{"id":45168,"depth":33,"text":45169},{"id":45178,"depth":33,"text":45179},{"id":45188,"depth":33,"text":45189},{"id":45197,"depth":33,"text":45198},{"id":45204,"depth":33,"text":45205},"Set up a lobby tablet where clients check themselves in, fill in forms and join the walk-in queue, or hand a locked tablet to a client to sign a form.","i-lucide-tablet",[45236,45237,45238,45239,45240,45241,45242],"kiosk mode tablet forms","client self check in tablet","client sign form on ipad","walk in client intake form","lock tablet for clients","qr code form to phone","exit kiosk mode pin",{},[10807,1100,1093],{"title":10773,"description":45233},"help\u002Fcalendar\u002Fcollect-forms-at-the-kiosk","eROiDVV3cCxknYZG-yqxjP50cSV86KQtgxbE6z94ygg",{"id":45249,"title":45250,"audience":7,"body":45251,"category":34,"description":45469,"draft":386,"extension":387,"icon":45470,"keywords":45471,"locale":11,"meta":45478,"navigation":398,"order":44880,"path":22550,"related":45479,"seo":45480,"sourceHash":402,"stem":45481,"translationReviewed":386,"updatedAt":9086,"__hash__":45482},"help\u002Fhelp\u002Fcheckout\u002Fsales-history-and-receipts.md","Find a past sale and resend a receipt",{"type":143,"value":45252,"toc":45450},[45253,45256,45258,45261,45265,45307,45313,45321,45326,45330,45370,45373,45377,45396,45404,45415,45417,45421,45427,45431,45441,45445],[146,45254,45255],{},"Find any sale you've rung up, see exactly what was paid, and send the client their receipt again.",[150,45257,153],{"id":152},[146,45259,45260],{},"You need permission to see point of sale. Refunding a sale also needs the refund permission.",[150,45262,45264],{"id":45263},"find-a-sale","Find a sale",[176,45266,45267,45271,45276,45278,45298,45300],{},[179,45268,45270],{"id":45269},"open-sales","Open Sales",[146,45272,1936,45273,45275],{},[161,45274,1650],{},". It lists the last 30 days of completed sales, newest first.",[179,45277,30827],{"id":30826},[146,45279,3085,45280,189,45282,21873,45284,1131,45286,490,45288,490,45290,470,45292,45294,45295,45297],{},[161,45281,21752],{},[161,45283,21755],{},[161,45285,4922],{},[161,45287,1066],{},[161,45289,21801],{},[161,45291,23836],{},[161,45293,5200],{},"), or type a name in ",[161,45296,805],{},". On a phone, these are behind the filter button.",[179,45299,1459],{"id":1458},[146,45301,45302,45303,45306],{},"Select the row. A paid sale opens its receipt. An unpaid or open sale reopens at the till, so you can ",[166,45304,45305],{"href":1603},"collect the balance"," or finish it.",[554,45308],{"alt":45309,"height":45310,"src":45311,"width":45312},"The Sales list: From, To, Status and Find client filters, then rows showing the client or Walk-in, the date and who served them, a Completed status, the total and a Refund button.",614,"\u002Fhelp\u002Fcheckout\u002Fsales-history-and-receipts\u002Fsales.webp",984,[146,45314,45315,45316,45318,45319,170],{},"Each row shows the client (or ",[161,45317,1544],{},"), the date and time, who rang it up, its status, and the total. Unpaid rows show what's still owed. You can also open a sale from the client's profile, under ",[161,45320,6789],{},[2888,45322,45323],{},[146,45324,45325],{},"The filters live in the page address, so you can bookmark a filtered list or share it. A number on a report links straight to the sales behind it.",[150,45327,45329],{"id":45328},"resend-or-print-a-receipt","Resend or print a receipt",[176,45331,45332,45336,45341,45345,45354,45358],{},[179,45333,45335],{"id":45334},"open-the-receipt","Open the receipt",[146,45337,45338,45339,170],{},"Select the sale in ",[161,45340,6789],{},[179,45342,45344],{"id":45343},"send-or-print-it","Send or print it",[146,45346,225,45347,45350,45351,45353],{},[161,45348,45349],{},"Email receipt"," to send it, or ",[161,45352,28411],{}," for a paper copy or a PDF.",[179,45355,45357],{"id":45356},"choose-the-address","Choose the address",[146,45359,45360,45361,45363,45364,45367,45368,170],{},"The client's email is filled in. For a walk-in, or a different address, type it in ",[161,45362,188],{},". To keep that address on the client's profile, tick ",[161,45365,45366],{},"Also save this as"," the client's email. Select ",[161,45369,2717],{},[146,45371,45372],{},"The client's receipt email includes a link to view the receipt online, so they always have a copy without an account.",[150,45374,45376],{"id":45375},"what-a-receipt-shows","What a receipt shows",[146,45378,45379,45380,45382,45383,490,45385,45387,45388,4125,45391,7614,45393,45395],{},"Your business details, the date and reference, who served the client, each item and its price, then ",[161,45381,28616],{},", any ",[161,45384,9180],{},[161,45386,9183],{}," for each rate, any ",[161,45389,45390],{},"Card processing fee",[161,45392,1400],{},[161,45394,1508],{},". Each payment prints on its own line: card, cash (with the cash handed over and the change), gift card (with the balance left), package, membership or payment link.",[146,45397,45398,45399,189,45401,45403],{},"After a refund, the same receipt shows ",[161,45400,17712],{},[161,45402,22469],{},". There's no separate refund receipt.",[146,45405,45406,45407,45410,45411,45414],{},"If a service on the sale was done by a team member with a ",[161,45408,45409],{},"Registration number"," on their profile, the receipt page also offers an ",[161,45412,45413],{},"Insurance receipt"," for the client to claim with.",[150,45416,317],{"id":316},[179,45418,45420],{"id":45419},"the-client-says-the-receipt-never-arrived","The client says the receipt never arrived",[146,45422,45423,45424,45426],{},"Check the email on their profile, then use ",[161,45425,45349],{}," again. Ask them to look in spam. A client with no email gets no receipt until you send one.",[179,45428,45430],{"id":45429},"a-sale-isnt-in-the-list","A sale isn't in the list",[146,45432,45433,45434,45436,45437,189,45439,170],{},"It's older than 30 days, at another location, or filtered out. Widen ",[161,45435,21752],{},", check the location in the top bar, and clear ",[161,45438,4922],{},[161,45440,805],{},[179,45442,45444],{"id":45443},"i-need-to-change-a-completed-sale","I need to change a completed sale",[146,45446,45447,45448,170],{},"Completed sales can't be edited. To correct the money, refund it and ring it up again. See ",[166,45449,1440],{"href":1439},{"title":359,"searchDepth":23,"depth":23,"links":45451},[45452,45453,45458,45463,45464],{"id":152,"depth":23,"text":153},{"id":45263,"depth":23,"text":45264,"children":45454},[45455,45456,45457],{"id":45269,"depth":33,"text":45270},{"id":30826,"depth":33,"text":30827},{"id":1458,"depth":33,"text":1459},{"id":45328,"depth":23,"text":45329,"children":45459},[45460,45461,45462],{"id":45334,"depth":33,"text":45335},{"id":45343,"depth":33,"text":45344},{"id":45356,"depth":33,"text":45357},{"id":45375,"depth":23,"text":45376},{"id":316,"depth":23,"text":317,"children":45465},[45466,45467,45468],{"id":45419,"depth":33,"text":45420},{"id":45429,"depth":33,"text":45430},{"id":45443,"depth":33,"text":45444},"Find any sale by date, status or client, reopen one that's unpaid, and email or print its receipt.","i-lucide-history",[45472,45473,45474,45475,45476,45477],"find a past sale","resend receipt to client","print receipt pos","unpaid sales list","what does the receipt show","reopen a sale",{},[1891,1439,1603],{"title":45250,"description":45469},"help\u002Fcheckout\u002Fsales-history-and-receipts","wqbT7_2Kuz1TF5eCutK9zlgB-2r7xexEg_HQgrvWoWk",{"id":45484,"title":24861,"audience":7,"body":45485,"category":94,"description":45658,"draft":386,"extension":387,"icon":122,"keywords":45659,"locale":11,"meta":45666,"navigation":398,"order":44880,"path":24860,"related":45667,"seo":45668,"sourceHash":402,"stem":45669,"translationReviewed":386,"updatedAt":404,"__hash__":45670},"help\u002Fhelp\u002Fsettings\u002Fonline-presence.md",{"type":143,"value":45486,"toc":45640},[45487,45490,45492,45511,45515,45577,45579,45591,45593,45597,45606,45610,45622,45626,45631,45635],[146,45488,45489],{},"Every location can have a public page with your photos, hours and services, where clients land from your booking link, Google profile or Instagram bio and book straight into your calendar. You build it with a short guided set of steps and publish it when it's ready. You don't need a website.",[150,45491,153],{"id":152},[155,45493,45494,45498,45504],{},[158,45495,45496,12536],{},[161,45497,1421],{},[158,45499,45500,45503],{},[161,45501,45502],{},"Have photos ready."," Aim for at least 3 clear, real photos of your space.",[158,45505,45506,45508,45509,170],{},[161,45507,28920],{}," so clients can book from the page. See ",[166,45510,4961],{"href":4960},[150,45512,45514],{"id":45513},"build-and-publish-the-page","Build and publish the page",[176,45516,45517,45521,45530,45534,45539,45541,45544,45547,45554,45558,45561,45563],{},[179,45518,45520],{"id":45519},"open-the-steps","Open the steps",[146,45522,1936,45523,45525,45526,24838,45528,170],{},[161,45524,10915],{},". On the location's card, open the ",[161,45527,1855],{},[161,45529,24841],{},[179,45531,45533],{"id":45532},"essentials-and-location","Essentials and location",[146,45535,45536,45537,170],{},"Check the name, contact details and address clients will see, then select ",[161,45538,444],{},[179,45540,24794],{"id":24793},[146,45542,45543],{},"Set the hours shown on your page. They don't change your team's shifts.",[179,45545,6830],{"id":45546},"photos",[146,45548,45549,45550,45553],{},"Read the ",[161,45551,45552],{},"Photo guidelines",", then add your photos.",[179,45555,45557],{"id":45556},"amenities-and-description","Amenities and description",[146,45559,45560],{},"Pick amenities, highlights and values from the lists, such as parking or step-free access, and describe what you do in your own words.",[179,45562,3412],{"id":17111},[146,45564,426,45565,1486,45568,7176,45570,45573,45574,170],{},[161,45566,45567],{},"Go live",[161,45569,3412],{},[161,45571,45572],{},"You're live!"," To finish later instead, select ",[161,45575,45576],{},"Save as draft",[150,45578,306],{"id":305},[146,45580,45581,45582,3466,45585,45587,45588,45590],{},"The location's card shows ",[161,45583,45584],{},"Listed",[161,45586,24856],{}," and open it in a private window: your page shows your photos, hours and services, and ",[161,45589,29625],{}," works. The card also shows new clients, average appointment value and online share for the last 30 days.",[150,45592,317],{"id":316},[179,45594,45596],{"id":45595},"finish-the-required-steps-to-publish","\"Finish the required steps to publish\"",[146,45598,45599,45601,45602,45605],{},[161,45600,24848],{}," on the location's card lists what's missing. Select ",[161,45603,45604],{},"Fix"," beside each item.",[179,45607,45609],{"id":45608},"whats-the-difference-between-listed-and-unlisted","What's the difference between Listed and Unlisted?",[146,45611,45612,45614,45615,45618,45619,45621],{},[161,45613,45584],{}," pages are live for anyone with the link. ",[161,45616,45617],{},"Unlisted"," pages aren't public. ",[161,45620,24852],{}," on the card takes a page down at once.",[179,45623,45625],{"id":45624},"where-do-my-logo-and-colours-come-from","Where do my logo and colours come from?",[146,45627,45628,45629,170],{},"From your brand settings, not these steps. See ",[166,45630,10906],{"href":10905},[179,45632,45634],{"id":45633},"i-have-several-locations","I have several locations",[146,45636,45637,45638,170],{},"Each location has its own page, photos, hours and link. See ",[166,45639,10923],{"href":10922},{"title":359,"searchDepth":23,"depth":23,"links":45641},[45642,45643,45651,45652],{"id":152,"depth":23,"text":153},{"id":45513,"depth":23,"text":45514,"children":45644},[45645,45646,45647,45648,45649,45650],{"id":45519,"depth":33,"text":45520},{"id":45532,"depth":33,"text":45533},{"id":24793,"depth":33,"text":24794},{"id":45546,"depth":33,"text":6830},{"id":45556,"depth":33,"text":45557},{"id":17111,"depth":33,"text":3412},{"id":305,"depth":23,"text":306},{"id":316,"depth":23,"text":317,"children":45653},[45654,45655,45656,45657],{"id":45595,"depth":33,"text":45596},{"id":45608,"depth":33,"text":45609},{"id":45624,"depth":33,"text":45625},{"id":45633,"depth":33,"text":45634},"Build each location's public page with photos, hours and amenities, publish it so clients can find and book you, and take it down when you need to.",[45660,45661,45662,45663,45664,45665],"publish my booking page","public venue page","business profile page","add photos to booking page","unlisted vs listed","online presence",{},[4960,10905,10922],{"title":24861,"description":45658},"help\u002Fsettings\u002Fonline-presence","fkriFBCI3kMTIbQBsjG1kRq2kUfM3zdQExU0WiIcqwg",{"id":45672,"title":45673,"audience":120,"body":45674,"category":125,"description":45859,"draft":386,"extension":387,"icon":11538,"keywords":45860,"locale":11,"meta":45866,"navigation":398,"order":45867,"path":11929,"related":45868,"seo":45869,"sourceHash":402,"stem":45870,"translationReviewed":386,"updatedAt":404,"__hash__":45871},"help\u002Fhelp\u002Fbook-online\u002Ftip-or-review-after-your-visit.md","Leave a tip or a review after your visit",{"type":143,"value":45675,"toc":45838},[45676,45679,45683,45724,45730,45734,45778,45781,45785,45792,45794,45808,45810,45814,45817,45821,45824,45828,45831,45835],[146,45677,45678],{},"After a visit, the business may send you a link to leave a tip, a review, or both. Tipping is entirely up to you, and saying no takes one tap.",[150,45680,45682],{"id":45681},"leave-a-tip","Leave a tip",[176,45684,45685,45689,45697,45701,45712,45716],{},[179,45686,45688],{"id":45687},"open-the-tip-link","Open the tip link",[146,45690,45691,45693,45694,170],{},[161,45692,45682],{}," shows your visit: who looked after you and the ",[161,45695,45696],{},"Visit total",[179,45698,45700],{"id":45699},"choose-an-amount-or-not","Choose an amount, or not",[146,45702,45703,45704,45707,45708,45711],{},"Tap a suggested amount, type one in ",[161,45705,45706],{},"Or enter a custom amount",", or tap ",[161,45709,45710],{},"No thanks",". Nothing is chosen for you.",[179,45713,45715],{"id":45714},"pay-the-tip","Pay the tip",[146,45717,522,45718,45720,45721,45723],{},[161,45719,888],{}," and the amount, enter your card on the secure form, and tap ",[161,45722,9607],{}," and the amount. You're only charged the tip you chose.",[146,45725,309,45726,45729],{},[161,45727,45728],{},"Thank you"," once it's through. If you've already tipped, at the business or from this link, the page says so instead of asking again.",[150,45731,45733],{"id":45732},"leave-a-review","Leave a review",[176,45735,45736,45740,45746,45750,45761,45765,45771,45773],{},[179,45737,45739],{"id":45738},"open-the-review-link","Open the review link",[146,45741,45742,45745],{},[161,45743,45744],{},"How did we do?"," shows your visit and who it was with.",[179,45747,45749],{"id":45748},"rate-your-visit","Rate your visit",[146,45751,45752,45753,38040,45756,470,45758,170],{},"Tap the stars, and answer ",[161,45754,45755],{},"Would you recommend us?",[161,45757,15424],{},[161,45759,45760],{},"Not yet",[179,45762,45764],{"id":45763},"add-a-comment-if-you-like","Add a comment if you like",[146,45766,45767,45770],{},[161,45768,45769],{},"Anything you'd like to add?"," is optional.",[179,45772,21606],{"id":21605},[146,45774,522,45775,170],{},[161,45776,45777],{},"Submit review",[146,45779,45780],{},"If you rated your visit highly, you may be invited to share it on a site such as Google. That's optional and happens on that site.",[150,45782,45784],{"id":45783},"change-your-review","Change your review",[146,45786,45787,45788,45791],{},"Open the same link within 30 days of posting and choose to edit your review. Make your changes and tap ",[161,45789,45790],{},"Update review",". After 30 days, contact the business.",[150,45793,306],{"id":305},[146,45795,45796,45797,45799,45800,45803,45804,45807],{},"The tip page says ",[161,45798,45728],{}," and the amount. The review page says ",[161,45801,45802],{},"Thank you!"," with your star rating, or ",[161,45805,45806],{},"Review updated"," after a change.",[150,45809,317],{"id":316},[179,45811,45813],{"id":45812},"do-i-have-to-tip","Do I have to tip?",[146,45815,45816],{},"No. Not tipping is as easy as tipping.",[179,45818,45820],{"id":45819},"this-tip-link-isnt-available","\"This tip link isn't available\"",[146,45822,45823],{},"It may have expired or already been used. Contact the business if you need help.",[179,45825,45827],{"id":45826},"this-review-link-has-expired","\"This review link has expired\"",[146,45829,45830],{},"Review links stop working after a while. Contact the business if you'd still like to leave feedback.",[179,45832,45834],{"id":45833},"tipping-isnt-available-here","\"Tipping isn't available here\"",[146,45836,45837],{},"The business doesn't take tips online. You can tip in person.",{"title":359,"searchDepth":23,"depth":23,"links":45839},[45840,45845,45851,45852,45853],{"id":45681,"depth":23,"text":45682,"children":45841},[45842,45843,45844],{"id":45687,"depth":33,"text":45688},{"id":45699,"depth":33,"text":45700},{"id":45714,"depth":33,"text":45715},{"id":45732,"depth":23,"text":45733,"children":45846},[45847,45848,45849,45850],{"id":45738,"depth":33,"text":45739},{"id":45748,"depth":33,"text":45749},{"id":45763,"depth":33,"text":45764},{"id":21605,"depth":33,"text":21606},{"id":45783,"depth":23,"text":45784},{"id":305,"depth":23,"text":306},{"id":316,"depth":23,"text":317,"children":45854},[45855,45856,45857,45858],{"id":45812,"depth":33,"text":45813},{"id":45819,"depth":33,"text":45820},{"id":45826,"depth":33,"text":45827},{"id":45833,"depth":33,"text":45834},"Leave a tip or a review from the link the business sent after your visit. Tipping is always optional, and you can change a review for 30 days.",[45861,45862,45863,45864,45865],"tip after appointment link","do i have to tip","leave a review salon","edit my review","star rating link",{},130,[11882,12007],{"title":45673,"description":45859},"help\u002Fbook-online\u002Ftip-or-review-after-your-visit","UcKEVKpdcS5VVg9wWlOkR5X_PZvbppHDuJUoIViduq0",{"id":45873,"title":45874,"audience":7,"body":45875,"category":24,"description":46001,"draft":386,"extension":387,"icon":122,"keywords":46002,"locale":11,"meta":46008,"navigation":398,"order":45867,"path":41732,"related":46009,"seo":46010,"sourceHash":402,"stem":46011,"translationReviewed":386,"updatedAt":6282,"__hash__":46012},"help\u002Fhelp\u002Fcalendar\u002Ftime-zones-on-the-calendar.md","How time zones work on the calendar",{"type":143,"value":45876,"toc":45990},[45877,45880,45884,45919,45925,45928,45930,45933,45944,45947,45951,45954,45956,45959,45961,45965,45976,45980,45983,45987],[146,45878,45879],{},"The calendar shows appointments in the time zone of the location you're looking at, wherever you are. A 2 PM booking at your New York location sits at 2 PM on the calendar even if you check it from Los Angeles.",[150,45881,45883],{"id":45882},"where-the-time-zone-comes-from","Where the time zone comes from",[721,45885,45886,45899],{},[724,45887,45888],{},[727,45889,45890,45893,45896],{},[730,45891,45892],{},"First choice",[730,45894,45895],{},"Then",[730,45897,45898],{},"Last resort",[737,45900,45901],{},[727,45902,45903,45908,45916],{},[742,45904,45905,45906],{},"The location's own time zone, in its details under ",[161,45907,10915],{},[742,45909,45910,45911,1473,45914],{},"The business ",[161,45912,45913],{},"Timezone",[161,45915,1011],{},[742,45917,45918],{},"Your device's time zone",[146,45920,45921,45922,45924],{},"On a business with one location, setting the business ",[161,45923,45913],{}," also sets the location's.",[146,45926,45927],{},"Appointments are saved as exact moments in time. Changing a time zone never moves an appointment: it only changes how the times are labelled.",[150,45929,27922],{"id":27921},[146,45931,45932],{},"Clients always see the location's local time, because that's when they need to walk in:",[155,45934,45935,45938,45941],{},[158,45936,45937],{},"Confirmation and reminder emails show the time with the zone named, such as \"3:00 PM EDT\".",[158,45939,45940],{},"Online booking offers times in the location's zone.",[158,45942,45943],{},"The client's link to manage their booking shows the same time.",[146,45945,45946],{},"A client booking from a phone set to another time zone still sees the location's own times.",[150,45948,45950],{"id":45949},"more-than-one-location","More than one location",[146,45952,45953],{},"Each location has its own time zone, and its calendar follows it. When you look at a client's history across locations, the times show in the zone of the location you're working in, not each visit's own.",[150,45955,306],{"id":305},[146,45957,45958],{},"Open an appointment and compare its time with the calendar. They should match, and the confirmation email names the same time and zone.",[150,45960,317],{"id":316},[179,45962,45964],{"id":45963},"the-calendar-shows-the-wrong-times","The calendar shows the wrong times",[146,45966,45967,45968,45970,45971,16425,45973,45975],{},"Check the location's time zone in ",[161,45969,10915],{}," first, then the business ",[161,45972,45913],{},[161,45974,1011],{},". The location's zone wins.",[179,45977,45979],{"id":45978},"my-detected-zone-looks-wrong","My detected zone looks wrong",[146,45981,45982],{},"A VPN or proxy can shift the zone your device reports. Turn it off and reload, or pick the zone by hand.",[179,45984,45986],{"id":45985},"do-clients-see-their-own-local-time","Do clients see their own local time?",[146,45988,45989],{},"No. They see the location's time, with the zone named, because that's when they need to arrive.",{"title":359,"searchDepth":23,"depth":23,"links":45991},[45992,45993,45994,45995,45996],{"id":45882,"depth":23,"text":45883},{"id":27921,"depth":23,"text":27922},{"id":45949,"depth":23,"text":45950},{"id":305,"depth":23,"text":306},{"id":316,"depth":23,"text":317,"children":45997},[45998,45999,46000],{"id":45963,"depth":33,"text":45964},{"id":45978,"depth":33,"text":45979},{"id":45985,"depth":33,"text":45986},"The calendar always shows the location's local time, not the viewer's. See where the time zone is set and what clients see.",[46003,46004,46005,46006,46007],"calendar wrong time zone","appointment time zone in emails","change business time zone","clinic time vs client time","location timezone setting",{},[1381,16627,10922],{"title":45874,"description":46001},"help\u002Fcalendar\u002Ftime-zones-on-the-calendar","NzIaFR0BMH2AzcsaginQHQq80XEDF_EpEfrE4-C4UWk",{"id":46014,"title":46015,"audience":7,"body":46016,"category":34,"description":46291,"draft":386,"extension":387,"icon":12451,"keywords":46292,"locale":11,"meta":46298,"navigation":398,"order":45867,"path":46299,"related":46300,"seo":46302,"sourceHash":402,"stem":46303,"translationReviewed":386,"updatedAt":9086,"__hash__":46304},"help\u002Fhelp\u002Fcheckout\u002Fhandle-an-online-order.md","Handle an online store order",{"type":143,"value":46017,"toc":46271},[46018,46021,46023,46042,46046,46102,46107,46158,46164,46167,46171,46179,46217,46219,46231,46233,46237,46240,46244,46250,46254,46259,46263],[146,46019,46020],{},"Orders from your online shop arrive already paid. Your part is getting them to the client: get a pickup ready and hand it over, or send a shipment and mark it delivered.",[150,46022,153],{"id":152},[155,46024,46025,46030],{},[158,46026,46027,46029],{},[161,46028,1421],{}," anyone allowed to manage online orders. Others can see the list but not change it.",[158,46031,46032,2060,46034,46037,46038,46041],{},[161,46033,36653],{},[161,46035,46036],{},"Point of sale → Online orders"," lists every shop order. ",[161,46039,46040],{},"Retail → Product orders"," shows the same list, limited to orders with products in them.",[150,46043,46045],{"id":46044},"fulfil-an-order","Fulfil an order",[176,46047,46048,46050,46070,46074,46086,46090,46093,46097],{},[179,46049,37331],{"id":37330},[146,46051,1936,46052,46054,46055,46057,46058,490,46060,490,46062,490,46065,470,46067,46069],{},[161,46053,46036],{},". The newest orders are at the top. Use ",[161,46056,4922],{}," to show only ",[161,46059,11735],{},[161,46061,35393],{},[161,46063,46064],{},"Shipped",[161,46066,1066],{},[161,46068,1070],{}," orders, or search by customer or product.",[179,46071,46073],{"id":46072},"read-the-order","Read the order",[146,46075,46076,46077,490,46080,470,46083,170],{},"Each row shows the client, the products, when they bought, the status and the total. Under the status, it says how they'll get it: ",[161,46078,46079],{},"Pickup",[161,46081,46082],{},"Ship",[161,46084,46085],{},"Reserved for visit",[179,46087,46089],{"id":46088},"move-it-to-the-next-stage","Move it to the next stage",[146,46091,46092],{},"Select the button on the row. It always shows the next step for that order.",[179,46094,46096],{"id":46095},"finish-it","Finish it",[146,46098,46099,46100,170],{},"Select the button again at the last stage. The order moves to ",[161,46101,1066],{},[554,46103],{"alt":46104,"height":46105,"src":46106,"width":20256},"The Online orders list: each order's client, products, purchase date, status with how it will be received, order total, and a button for its next step such as Mark ready, Mark picked up or Mark delivered.",518,"\u002Fhelp\u002Fcheckout\u002Fhandle-an-online-order\u002Forders.webp",[721,46108,46109,46122],{},[724,46110,46111],{},[727,46112,46113,46116,46119],{},[730,46114,46115],{},"How the client gets it",[730,46117,46118],{},"First step",[730,46120,46121],{},"Last step",[737,46123,46124,46142],{},[727,46125,46126,46132,46137],{},[742,46127,46128,470,46130],{},[161,46129,46079],{},[161,46131,46085],{},[742,46133,46134],{},[161,46135,46136],{},"Mark ready",[742,46138,46139],{},[161,46140,46141],{},"Mark picked up",[727,46143,46144,46148,46153],{},[742,46145,46146],{},[161,46147,46082],{},[742,46149,46150],{},[161,46151,46152],{},"Mark shipped",[742,46154,46155],{},[161,46156,46157],{},"Mark delivered",[146,46159,46160,46161,46163],{},"There's no step to accept an order. An order only appears once it's paid, so a ",[161,46162,11735],{}," order is ready for you to work on. The stock came off the shelf and the client was emailed a receipt when they paid.",[146,46165,46166],{},"On a phone, tap an order to see its details and actions.",[150,46168,46170],{"id":46169},"cancel-and-refund-an-order","Cancel and refund an order",[598,46172,46173],{},[146,46174,46175,46176,46178],{},"Cancelling an order only changes its status. It does ",[161,46177,23893],{}," refund the client or put the stock back, and it can't be undone.",[176,46180,46181,46185,46201,46205],{},[179,46182,46184],{"id":46183},"refund-the-client-first","Refund the client first",[146,46186,46187,46188,46190,46191,3466,46193,46195,46196,497,46198,46200],{},"On the order's row, select the ",[161,46189,1855],{}," and then ",[161,46192,1646],{},[161,46194,22132],{}," and follow ",[166,46197,22143],{"href":1439},[161,46199,22227],{}," to put the products back on the shelf.",[179,46202,46204],{"id":46203},"cancel-the-order","Cancel the order",[146,46206,46207,46208,15846,46211,46213,46214,46216],{},"Back on ",[161,46209,46210],{},"Online orders",[161,46212,1855],{}," on the row and then ",[161,46215,14764],{},". It happens straight away, with no confirmation.",[150,46218,306],{"id":305},[146,46220,46221,46222,46225,46226,189,46228,46230],{},"The order's status changes and a confirmation, ",[161,46223,46224],{},"Order updated",", appears. ",[161,46227,1066],{},[161,46229,1070],{}," orders are locked and can't be moved again.",[150,46232,317],{"id":316},[179,46234,46236],{"id":46235},"does-the-client-hear-when-i-mark-an-order-ready-or-shipped","Does the client hear when I mark an order ready or shipped?",[146,46238,46239],{},"No. Status changes are for your team. The only automatic email is the receipt when they pay. Let the client know yourself when their order is ready.",[179,46241,46243],{"id":46242},"i-cant-add-a-tracking-number","I can't add a tracking number",[146,46245,46246,46247,46249],{},"Owneli doesn't store tracking numbers. ",[161,46248,46152],{}," records the status only, so send the tracking details to the client yourself.",[179,46251,46253],{"id":46252},"an-item-turns-out-to-be-out-of-stock","An item turns out to be out of stock",[146,46255,46256,46257,170],{},"Refund that item from the sale and tell the client. Then correct the stock so the shop stops offering it. See ",[166,46258,24253],{"href":24693},[179,46260,46262],{"id":46261},"theres-no-button-on-the-order","There's no button on the order",[146,46264,46265,46266,470,46268,46270],{},"The order is ",[161,46267,1066],{},[161,46269,1070],{},", or your role can't manage online orders.",{"title":359,"searchDepth":23,"depth":23,"links":46272},[46273,46274,46280,46284,46285],{"id":152,"depth":23,"text":153},{"id":46044,"depth":23,"text":46045,"children":46275},[46276,46277,46278,46279],{"id":37330,"depth":33,"text":37331},{"id":46072,"depth":33,"text":46073},{"id":46088,"depth":33,"text":46089},{"id":46095,"depth":33,"text":46096},{"id":46169,"depth":23,"text":46170,"children":46281},[46282,46283],{"id":46183,"depth":33,"text":46184},{"id":46203,"depth":33,"text":46204},{"id":305,"depth":23,"text":306},{"id":316,"depth":23,"text":317,"children":46286},[46287,46288,46289,46290],{"id":46235,"depth":33,"text":46236},{"id":46242,"depth":33,"text":46243},{"id":46252,"depth":33,"text":46253},{"id":46261,"depth":33,"text":46262},"Work through orders from your online shop. Mark pickups ready and collected, mark shipments shipped and delivered, and cancel or refund an order.",[46293,46294,46295,46296,46297],"fulfil online store order","mark order shipped","online order ready for pickup","cancel online order refund","shop orders queue",{},"\u002Fhelp\u002Fcheckout\u002Fhandle-an-online-order",[46301,1439,24693],"\u002Fhelp\u002Fsettings\u002Fonline-shop",{"title":46015,"description":46291},"help\u002Fcheckout\u002Fhandle-an-online-order","2Goqlj4XnMrMweuC4UbYZvoFeUGLgCnTILIbX8KjRsU",{"id":46306,"title":46307,"audience":7,"body":46308,"category":94,"description":46522,"draft":386,"extension":387,"icon":30325,"keywords":46523,"locale":11,"meta":46530,"navigation":398,"order":45867,"path":46301,"related":46531,"seo":46532,"sourceHash":402,"stem":46533,"translationReviewed":386,"updatedAt":39592,"__hash__":46534},"help\u002Fhelp\u002Fsettings\u002Fonline-shop.md","Set up the online shop",{"type":143,"value":46309,"toc":46505},[46310,46316,46318,46348,46352,46417,46420,46424,46436,46440,46465,46467,46477,46479,46483,46486,46490,46498,46502],[146,46311,46312,46313,170],{},"Your online store lets clients buy products, gift cards and memberships from your booking site, and orders arrive in Owneli for your team to pack or hand over. You choose what to sell under ",[161,46314,46315],{},"Settings → Payments & selling → Online store",[150,46317,153],{"id":152},[155,46319,46320,46329,46337],{},[158,46321,46322,46324,46325,46328],{},[161,46323,1421],{}," anyone with permission to manage the store. Location overrides also need permission to manage locations, and ",[161,46326,46327],{},"Package change emails"," is for admins.",[158,46330,46331,46334,46335,170],{},[161,46332,46333],{},"Ready to sell:"," card payments connected, online booking on, and the location listed. See ",[166,46336,1450],{"href":1449},[158,46338,46339,46342,46343,46345,46346,170],{},[161,46340,46341],{},"Products to sell:"," tick ",[161,46344,24382],{}," on each one. See ",[166,46347,24253],{"href":24693},[150,46349,46351],{"id":46350},"set-up-the-store","Set up the store",[176,46353,46354,46356,46360,46362,46392,46396,46411,46413],{},[179,46355,28926],{"id":28925},[146,46357,1936,46358,170],{},[161,46359,46315],{},[179,46361,44954],{"id":44953},[146,46363,1203,46364,46367,46368,490,46371,490,46374,490,46377,490,46380,490,46383,490,46385,189,46388,46391],{},[161,46365,46366],{},"Storefront",", switch on what you want: ",[161,46369,46370],{},"Shop products",[161,46372,46373],{},"Sell gift cards",[161,46375,46376],{},"Sell memberships",[161,46378,46379],{},"Product reviews",[161,46381,46382],{},"Product bundles",[161,46384,42946],{},[161,46386,46387],{},"Recommended for you",[161,46389,46390],{},"Reserve for next visit"," (pay online, pick up at the next appointment).",[179,46393,46395],{"id":46394},"set-shipping-and-returns","Set shipping and returns",[146,46397,1203,46398,4013,46401,46404,46405,29891,46408,170],{},[161,46399,46400],{},"Shipping & returns",[161,46402,46403],{},"Flat shipping rate"," (0 for free shipping), the ",[161,46406,46407],{},"Subscribe & save discount",[161,46409,46410],{},"Returns policy",[179,46412,2019],{"id":2018},[146,46414,225,46415,170],{},[161,46416,3844],{},[146,46418,46419],{},"Anything switched off is hidden from clients. Start with the essentials and add more as you grow.",[150,46421,46423],{"id":46422},"a-different-setup-for-one-location","A different setup for one location",[146,46425,1203,46426,1486,46429,46431,46432,46435],{},[161,46427,46428],{},"Location overrides",[161,46430,29088],{}," on a location to give it its own shipping rate or returns policy, or untick ",[161,46433,46434],{},"Sell online at this location"," to stop selling online there.",[150,46437,46439],{"id":46438},"share-your-store","Share your store",[146,46441,1203,46442,5113,46445,7125,46448,46450,46451,263,46454,46457,46458,46461,46462,9806],{},[161,46443,46444],{},"Bring your store to your clients",[161,46446,46447],{},"Store location",[161,46449,10658],{}," to share ",[161,46452,46453],{},"Your shop link",[161,46455,46456],{},"Copy short link"," for one link that asks shoppers which location to buy from. ",[161,46459,46460],{},"Add a button to your website"," gives you code for a ",[161,46463,46464],{},"Shop online",[150,46466,306],{"id":305},[146,46468,225,46469,46472,46473,4867,46475,170],{},[161,46470,46471],{},"Preview shop",". The products, gift cards and memberships you switched on are there, and checkout works. Orders arrive under ",[161,46474,46036],{},[166,46476,46015],{"href":46299},[150,46478,317],{"id":316},[179,46480,46482],{"id":46481},"before-sharing-enable-the-online-store-and-public-booking","\"Before sharing, enable the online store and public booking...\"",[146,46484,46485],{},"Something is missing: the store, online booking, the location's public page, or card payments. Finish the one that's off, save, and refresh the page.",[179,46487,46489],{"id":46488},"a-product-isnt-in-the-store","A product isn't in the store",[146,46491,11373,46492,46494,46495,46497],{},[161,46493,24382],{}," on the product, and check it isn't ",[161,46496,24386],{}," or switched off at that location.",[179,46499,46501],{"id":46500},"do-online-sales-use-the-same-stock","Do online sales use the same stock?",[146,46503,46504],{},"Yes. Online orders take stock from the same counts as the till.",{"title":359,"searchDepth":23,"depth":23,"links":46506},[46507,46508,46514,46515,46516,46517],{"id":152,"depth":23,"text":153},{"id":46350,"depth":23,"text":46351,"children":46509},[46510,46511,46512,46513],{"id":28925,"depth":33,"text":28926},{"id":44953,"depth":33,"text":44954},{"id":46394,"depth":33,"text":46395},{"id":2018,"depth":33,"text":2019},{"id":46422,"depth":23,"text":46423},{"id":46438,"depth":23,"text":46439},{"id":305,"depth":23,"text":306},{"id":316,"depth":23,"text":317,"children":46518},[46519,46520,46521],{"id":46481,"depth":33,"text":46482},{"id":46488,"depth":33,"text":46489},{"id":46500,"depth":33,"text":46501},"Choose what clients can buy online, set shipping and returns, change it for one location, and share your shop link or a button for your website.",[46524,46525,46526,46527,46528,46529],"sell products online","online store setup","sell gift cards online","storefront settings","shipping rate","online shop toggle",{},[24693,3270,24860],{"title":46307,"description":46522},"help\u002Fsettings\u002Fonline-shop","_3sbwr7TYJVrATrHu04SwhNyM4nWG5XPNYGpSuT5Gy4",{"id":46536,"title":46537,"audience":120,"body":46538,"category":125,"description":46629,"draft":386,"extension":387,"icon":1883,"keywords":46630,"locale":11,"meta":46636,"navigation":398,"order":46637,"path":12007,"related":46638,"seo":46639,"sourceHash":402,"stem":46640,"translationReviewed":386,"updatedAt":404,"__hash__":46641},"help\u002Fhelp\u002Fbook-online\u002Ffind-your-receipt.md","Where do I find my receipt?",{"type":143,"value":46539,"toc":46615},[46540,46543,46547,46573,46577,46584,46586,46589,46591,46595,46598,46602,46608,46612],[146,46541,46542],{},"After you pay, the business emails you a receipt with a link to view it online. You don't need to sign in to open it, and you can print it or save it as a PDF.",[150,46544,46546],{"id":46545},"open-your-receipt","Open your receipt",[176,46548,46549,46551,46556,46560,46563,46565],{},[179,46550,9326],{"id":9325},[146,46552,46553,46554,170],{},"Tap the link in your receipt email to open your ",[161,46555,11996],{},[179,46557,46559],{"id":46558},"check-it","Check it",[146,46561,46562],{},"It lists every item, any discounts, tax, tip, the total and how you paid, with the business's name and address at the top, so it works for expenses or insurance.",[179,46564,28406],{"id":28405},[146,46566,522,46567,46569,46570,46572],{},[161,46568,28411],{},". On the print screen, choose ",[161,46571,28414],{}," to keep a copy.",[150,46574,46576],{"id":46575},"find-all-your-past-receipts","Find all your past receipts",[146,46578,21495,46579,46581,46582,170],{},[161,46580,3780],{},". Every receipt from your visits is listed, and each one opens and prints. See ",[166,46583,3773],{"href":3772},[150,46585,306],{"id":305},[146,46587,46588],{},"The receipt opens with your items and the total you paid.",[150,46590,317],{"id":316},[179,46592,46594],{"id":46593},"receipt-not-found","\"Receipt not found\"",[146,46596,46597],{},"The link may be broken or no longer valid. Open it straight from the email rather than retyping it, or ask the business to send it again.",[179,46599,46601],{"id":46600},"i-never-got-a-receipt-email","I never got a receipt email",[146,46603,46604,46605,46607],{},"Ask the business to send it, or find it under ",[161,46606,3780],{}," in your account.",[179,46609,46611],{"id":46610},"is-my-receipt-private","Is my receipt private?",[146,46613,46614],{},"Anyone with the link can open it, so treat the link like the receipt itself.",{"title":359,"searchDepth":23,"depth":23,"links":46616},[46617,46622,46623,46624],{"id":46545,"depth":23,"text":46546,"children":46618},[46619,46620,46621],{"id":9325,"depth":33,"text":9326},{"id":46558,"depth":33,"text":46559},{"id":28405,"depth":33,"text":28406},{"id":46575,"depth":23,"text":46576},{"id":305,"depth":23,"text":306},{"id":316,"depth":23,"text":317,"children":46625},[46626,46627,46628],{"id":46593,"depth":33,"text":46594},{"id":46600,"depth":33,"text":46601},{"id":46610,"depth":33,"text":46611},"Open the receipt link from your email to see your itemised copy, print it or save it as a PDF, and find every past receipt in your online account.",[46631,46632,46633,46634,46635],"find my salon receipt","receipt link email","save receipt as pdf","itemised receipt salon","past receipts online",{},140,[3772,11882],{"title":46537,"description":46629},"help\u002Fbook-online\u002Ffind-your-receipt","YVewGN5b4i5qBTtkmgxgCgNkJHbYu6zXMTXRdZJ2cxc",{"id":46643,"title":41127,"audience":7,"body":46644,"category":34,"description":46893,"draft":386,"extension":387,"icon":25355,"keywords":46894,"locale":11,"meta":46902,"navigation":398,"order":46637,"path":27307,"related":46903,"seo":46904,"sourceHash":402,"stem":46905,"translationReviewed":386,"updatedAt":5027,"__hash__":46906},"help\u002Fhelp\u002Fcheckout\u002Ftaxes-at-checkout.md",{"type":143,"value":46645,"toc":46879},[46646,46649,46653,46722,46729,46732,46736,46742,46746,46772,46777,46781,46809,46814,46819,46821,46825,46831,46835,46851,46855,46858,46862,46865,46869,46872,46876],[146,46647,46648],{},"Nobody types tax at the till. Each line picks up its tax the moment it's added to the sale, from the rates your admin set up. If the tax on a sale looks wrong, the fix is in settings, not at checkout.",[150,46650,46652],{"id":46651},"where-each-lines-tax-comes-from","Where each line's tax comes from",[721,46654,46655,46665],{},[724,46656,46657],{},[727,46658,46659,46662],{},[730,46660,46661],{},"What you're selling",[730,46663,46664],{},"Tax charged",[737,46666,46667,46680,46688,46698,46708,46715],{},[727,46668,46669,46671],{},[742,46670,30908],{},[742,46672,4808,46673,12311,46675,46677,46678],{},[161,46674,4046],{},[161,46676,41042],{}," if it's left on ",[161,46679,4050],{},[727,46681,46682,46684],{},[742,46683,30976],{},[742,46685,9094,46686],{},[161,46687,41045],{},[727,46689,46690,46692],{},[742,46691,30962],{},[742,46693,46694,46695,46697],{},"The package's own ",[161,46696,4046],{},", or the default service tax. A package is prepaid services.",[727,46699,46700,46702],{},[742,46701,30949],{},[742,46703,46704,46705,46707],{},"The membership's own ",[161,46706,4046],{},", or the default service tax. It's charged on the sale and again on every renewal.",[727,46709,46710,46712],{},[742,46711,34499],{},[742,46713,46714],{},"None. Tax is charged later, on what the card pays for.",[727,46716,46717,46720],{},[742,46718,46719],{},"A tip or a service charge",[742,46721,16721],{},[146,46723,46724,46725,4867,46727,170],{},"An admin sets the rates and defaults under ",[161,46726,11097],{},[166,46728,11104],{"href":11103},[146,46730,46731],{},"Prices in Owneli don't include tax. Tax is added on top and shown as its own line.",[150,46733,46735],{"id":46734},"a-rate-can-have-more-than-one-part","A rate can have more than one part",[146,46737,46738,46739,46741],{},"A rate such as \"GST + PST\" is one rate with two ",[161,46740,41008],{},". The till charges the total of both. The receipt and reports show each part separately, which is what you need when you pay the tax over.",[150,46743,46745],{"id":46744},"discounts-change-the-tax","Discounts change the tax",[155,46747,46748,46754,46760,46766],{},[158,46749,46750,46753],{},[161,46751,46752],{},"A discount on one line"," comes off that line's price before tax, so the tax goes down with it.",[158,46755,46756,46759],{},[161,46757,46758],{},"A discount on the whole sale"," comes off the total the client pays, tax included. 10% off means the client pays 10% less.",[158,46761,46762,46765],{},[161,46763,46764],{},"A deal for some items only",", even one applied to the whole sale, comes off those items, and only their tax goes down.",[158,46767,46768,46771],{},[161,46769,46770],{},"A line given away free"," carries no tax.",[146,46773,3199,46774,170],{},[166,46775,46776],{"href":31947},"Apply a discount or deal",[150,46778,46780],{"id":46779},"what-you-see-at-the-till-and-on-the-receipt","What you see at the till and on the receipt",[155,46782,46783,46796,46806],{},[158,46784,46785,46787,46788,46791,46792,46795],{},[161,46786,1519],{},", on the right of the checkout, shows the tax by name and rate, such as ",[161,46789,46790],{},"Sales tax (9.75%)",". With more than one rate, each has its own row and ",[161,46793,46794],{},"Total tax"," adds them up.",[158,46797,46798,46799,46802,46803,170],{},"When only some lines are taxed, a note under the tax names them, such as ",[161,46800,46801],{},"On Signature Facial",". That way a part-taxed total doesn't look like a mistake. When nothing is taxed, it says ",[161,46804,46805],{},"None of these items are taxed",[158,46807,46808],{},"The receipt lists tax by rate, with each part of a combined rate on its own line.",[554,46810],{"alt":46811,"height":41845,"src":46812,"width":46813},"The checkout breakdown, opened with Hide breakdown above it, for a sale with an untaxed facial and a taxed body lotion: Subtotal $174.00, Sales tax (9.75%) $2.34 with the note On Body Lotion 8oz under it, and a Total of $176.34.","\u002Fhelp\u002Fcheckout\u002Ftaxes-at-checkout\u002Fsummary.webp",403,[2888,46815,46816],{},[146,46817,46818],{},"Each line keeps the tax it was added with. Changing a rate in settings affects lines added afterwards. Past sales keep the tax that was actually charged.",[150,46820,317],{"id":316},[179,46822,46824],{"id":46823},"one-line-on-the-sale-isnt-taxed","One line on the sale isn't taxed",[146,46826,46827,46828,46830],{},"It's a gift card, a tip or a service charge, which carry no tax, or its rate is ",[161,46829,41048],{},". The note under the tax lists which lines are taxed.",[179,46832,46834],{"id":46833},"the-tax-is-wrong-on-a-service","The tax is wrong on a service",[146,46836,46837,46838,8102,46840,46842,46843,44446,46845,1473,46847,46850],{},"Open the service and check its ",[161,46839,4046],{},[161,46841,2439],{}," section. If it's on ",[161,46844,4050],{},[161,46846,41042],{},[161,46848,46849],{},"Settings → Payments & selling → Tax rates → Tax defaults",". Then remove the line from the sale and add it again, so it picks up the corrected rate.",[179,46852,46854],{"id":46853},"can-i-change-the-tax-on-one-sale-at-the-till","Can I change the tax on one sale at the till?",[146,46856,46857],{},"No. Tax always follows the item's rate. Fix the rate in settings, then re-add the line.",[179,46859,46861],{"id":46860},"a-rate-was-removed-and-now-something-charges-no-tax","A rate was removed and now something charges no tax",[146,46863,46864],{},"When a rate is removed, services that used it switch to the default service tax. A default that pointed at it is cleared, so items relying on that default charge no tax until an admin picks a new default.",[179,46866,46868],{"id":46867},"is-tax-charged-when-a-client-buys-a-gift-card","Is tax charged when a client buys a gift card?",[146,46870,46871],{},"No. The card is stored value, so tax is charged when it's spent. It's also why a discount on the whole sale doesn't reduce a gift card's price.",[179,46873,46875],{"id":46874},"is-a-treatment-gift-taxed-when-its-bought","Is a treatment gift taxed when it's bought?",[146,46877,46878],{},"No. A gift card bought as a treatment holds that treatment's price and can be spent on anything, so it's stored value like any other card: tax is charged when it's spent, on what the card pays for.",{"title":359,"searchDepth":23,"depth":23,"links":46880},[46881,46882,46883,46884,46885],{"id":46651,"depth":23,"text":46652},{"id":46734,"depth":23,"text":46735},{"id":46744,"depth":23,"text":46745},{"id":46779,"depth":23,"text":46780},{"id":316,"depth":23,"text":317,"children":46886},[46887,46888,46889,46890,46891,46892],{"id":46823,"depth":33,"text":46824},{"id":46833,"depth":33,"text":46834},{"id":46853,"depth":33,"text":46854},{"id":46860,"depth":33,"text":46861},{"id":46867,"depth":33,"text":46868},{"id":46874,"depth":33,"text":46875},"Where each line's tax comes from, how discounts change it, and how tax shows at the till and on the receipt.",[46895,46896,46897,46898,46899,46900,46901],"sales tax at checkout","why is tax wrong on sale","service tax vs product tax","composite tax rate gst pst","tax on discounted price","no tax on gift card","tax on membership",{},[11103,1891,31947],{"title":41127,"description":46893},"help\u002Fcheckout\u002Ftaxes-at-checkout","E04sLSk6CWAbtG-yLDJ9m3rXJjuB1IOtDsXfaWUSRpc",{"id":46908,"title":27784,"audience":7,"body":46909,"category":94,"description":47245,"draft":386,"extension":387,"icon":28012,"keywords":47246,"locale":11,"meta":47253,"navigation":398,"order":46637,"path":27783,"related":47254,"seo":47255,"sourceHash":402,"stem":47256,"translationReviewed":386,"updatedAt":404,"__hash__":47257},"help\u002Fhelp\u002Fsettings\u002Fconfigure-loyalty.md",{"type":143,"value":46910,"toc":47226},[46911,46919,46921,46933,46937,47019,47023,47027,47058,47062,47097,47101,47110,47161,47170,47175,47177,47192,47194,47198,47204,47208,47214,47218],[146,46912,46913,46914,46916,46917,170],{},"Loyalty rewards clients who come back: they earn points when they pay, spend them on rewards, climb tiers that earn faster, and get thanked for referring friends. You set it up under ",[161,46915,27911],{},". For how it works at the till, see ",[166,46918,27775],{"href":28020},[150,46920,153],{"id":152},[155,46922,46923,46927],{},[158,46924,46925,12536],{},[161,46926,1421],{},[158,46928,46929,46932],{},[161,46930,46931],{},"It's included."," There's nothing to buy. You turn it on and set it up.",[150,46934,46936],{"id":46935},"turn-it-on-and-set-points","Turn it on and set points",[176,46938,46939,46943,46951,46955,46972,46976,46994,46998,47010,47012],{},[179,46940,46942],{"id":46941},"open-loyalty","Open loyalty",[146,46944,1936,46945,46947,46948,170],{},[161,46946,27911],{},". If it's off, select ",[161,46949,46950],{},"Enable Loyalty & Referrals",[179,46952,46954],{"id":46953},"set-how-points-are-earned","Set how points are earned",[146,46956,3027,46957,46960,46961,36168,46964,46967,46968,46971],{},[161,46958,46959],{},"Points"," tab, under ",[161,46962,46963],{},"Earn points",[161,46965,46966],{},"Points earned per $1 spent"," and choose what to ",[161,46969,46970],{},"Earn points on",": before or after tax.",[179,46973,46975],{"id":46974},"set-what-points-are-worth","Set what points are worth",[146,46977,1203,46978,36168,46981,46984,46985,4125,46988,189,46991,170],{},[161,46979,46980],{},"Redeem points",[161,46982,46983],{},"Points to redeem for $1"," (for example 100 points = $1 off), the ",[161,46986,46987],{},"Minimum points to redeem",[161,46989,46990],{},"Max redemption (% of sale)",[161,46992,46993],{},"Redeem in increments of",[179,46995,46997],{"id":46996},"set-expiry-and-refunds","Set expiry and refunds",[146,46999,1203,47000,36168,47003,47006,47007,170],{},[161,47001,47002],{},"Expiry & refunds",[161,47004,47005],{},"Points expire after"," (0 means never) and decide whether to ",[161,47008,47009],{},"Reverse earned points on refund",[179,47011,2019],{"id":2018},[146,47013,21723,47014,1574,47017,170],{},[161,47015,47016],{},"Points example",[161,47018,3844],{},[554,47020],{"alt":47021,"height":9221,"src":47022,"width":712},"Loyalty & Referrals switched on: tiles for the base earn rate, active rewards, tiers and referrals, the Points, Tiers, Rewards and Referrals tabs, and Earn points with Points earned per $1 spent and Earn points on, beside a preview of what $100 earns.","\u002Fhelp\u002Fsettings\u002Fconfigure-loyalty\u002Fpoints.webp",[150,47024,47026],{"id":47025},"add-rewards","Add rewards",[146,47028,3027,47029,47032,47033,37817,47036,5113,47039,189,47042,24605,47045,189,47048,47051,47052,47054,47055,47057],{},[161,47030,47031],{},"Rewards"," tab, select ",[161,47034,47035],{},"New reward",[161,47037,47038],{},"Reward name",[161,47040,47041],{},"Reward type",[161,47043,47044],{},"Value",[161,47046,47047],{},"Minimum points",[161,47049,47050],{},"Maximum points"," a client can spend on it. ",[161,47053,12185],{}," sets how long a claimed reward lasts. Leave ",[161,47056,4956],{}," on so clients can use it now.",[150,47059,47061],{"id":47060},"add-tiers","Add tiers",[146,47063,3027,47064,47032,47067,22445,47070,189,47073,47075,47076,47079,47080,47083,47084,490,47087,4125,47090,7614,47093,47096],{},[161,47065,47066],{},"Tiers",[161,47068,47069],{},"New tier",[161,47071,47072],{},"Tier name",[161,47074,855],{},", its ",[161,47077,47078],{},"Rank"," (0 is the starting tier), and an ",[161,47081,47082],{},"Earn multiplier",", such as 1.5 for half as many points again. Set ",[161,47085,47086],{},"Spend to reach",[161,47088,47089],{},"Spend to keep",[161,47091,47092],{},"Qualifying window",[161,47094,47095],{},"Grace before downgrade",". Clients move up and down by themselves as they spend.",[150,47098,47100],{"id":47099},"set-up-referrals","Set up referrals",[146,47102,3027,47103,47105,47106,47109],{},[161,47104,27914],{}," tab, switch on ",[161,47107,47108],{},"Refer-a-friend program",", then set:",[155,47111,47112,47121,47143],{},[158,47113,47114,47117,47118,170],{},[161,47115,47116],{},"Referral rewards:"," what the client who refers gets, and the friend's ",[161,47119,47120],{},"Welcome reward",[158,47122,47123,47126,47127,47130,47131,4125,47134,47136,47137,2988,47140,170],{},[161,47124,47125],{},"Reward timing:"," the ",[161,47128,47129],{},"Minimum qualifying spend"," on the friend's first visit, the ",[161,47132,47133],{},"Referral expiry",[161,47135,27918],{}," (a refund inside it takes the rewards back), the ",[161,47138,47139],{},"Reward credit expiry",[161,47141,47142],{},"When the friend's reward is issued",[158,47144,47145,2060,47148,47151,47152,490,47155,47157,47158,170],{},[161,47146,47147],{},"Eligibility & limits:",[161,47149,47150],{},"Max rewards per referrer"," over a ",[161,47153,47154],{},"Cap window",[161,47156,27907],{}," a number of referrals, and ",[161,47159,47160],{},"Only reward brand-new clients",[146,47162,225,47163,47165,47166,47169],{},[161,47164,3844],{},". Every client gets a personal link; ",[161,47167,47168],{},"Share link preview"," shows what friends will see.",[598,47171,47172],{},[146,47173,47174],{},"Changing point values applies from now on. It doesn't change points clients already have, but making points worth less is a trust decision. Tell clients before you do it.",[150,47176,306],{"id":305},[146,47178,47179,47180,490,47183,490,47186,189,47189,47191],{},"The tiles at the top show your ",[161,47181,47182],{},"Base earn rate",[161,47184,47185],{},"Active rewards",[161,47187,47188],{},"Membership tiers",[161,47190,27914],{},". Take a payment for a client: their points go up on their profile, and they see the balance in their account.",[150,47193,317],{"id":316},[179,47195,47197],{"id":47196},"a-client-didnt-get-points","A client didn't get points",[146,47199,47200,47201,47203],{},"Check loyalty is on, and whether the sale was refunded with ",[161,47202,47009],{}," on.",[179,47205,47207],{"id":47206},"can-points-pay-for-a-whole-sale","Can points pay for a whole sale?",[146,47209,47210,47211,47213],{},"Only up to the ",[161,47212,46990],{}," you set. Leave it at 0 for no cap.",[179,47215,47217],{"id":47216},"a-referral-is-waiting","A referral is waiting",[146,47219,47220,47221,47223,47224,2886],{},"Referrals beyond ",[161,47222,27907],{}," wait for you to approve them on the ",[161,47225,27914],{},{"title":359,"searchDepth":23,"depth":23,"links":47227},[47228,47229,47236,47237,47238,47239,47240],{"id":152,"depth":23,"text":153},{"id":46935,"depth":23,"text":46936,"children":47230},[47231,47232,47233,47234,47235],{"id":46941,"depth":33,"text":46942},{"id":46953,"depth":33,"text":46954},{"id":46974,"depth":33,"text":46975},{"id":46996,"depth":33,"text":46997},{"id":2018,"depth":33,"text":2019},{"id":47025,"depth":23,"text":47026},{"id":47060,"depth":23,"text":47061},{"id":47099,"depth":23,"text":47100},{"id":305,"depth":23,"text":306},{"id":316,"depth":23,"text":317,"children":47241},[47242,47243,47244],{"id":47196,"depth":33,"text":47197},{"id":47206,"depth":33,"text":47207},{"id":47216,"depth":33,"text":47217},"Turn on loyalty, set how points are earned and what they're worth, add rewards and tiers, and set up refer-a-friend rewards.",[47247,47248,47249,47250,47251,47252],"loyalty program setup","points per dollar","reward tiers","refer a friend program","points expiry","redeem points settings",{},[28020],{"title":27784,"description":47245},"help\u002Fsettings\u002Fconfigure-loyalty","CKcARY2GlKYzNGhSoEJy5Uhh5CPFdDtbdyZ3CJ7ypeE",{"id":47259,"title":47260,"audience":120,"body":47261,"category":125,"description":47415,"draft":386,"extension":387,"icon":47416,"keywords":47417,"locale":11,"meta":47423,"navigation":398,"order":47424,"path":47425,"related":47426,"seo":47427,"sourceHash":402,"stem":47428,"translationReviewed":386,"updatedAt":7082,"__hash__":47429},"help\u002Fhelp\u002Fbook-online\u002Funsubscribe-from-marketing.md","How do I unsubscribe from marketing emails?",{"type":143,"value":47262,"toc":47402},[47263,47266,47270,47285,47288,47292,47328,47331,47335,47381,47383,47386,47388,47392,47395,47399],[146,47264,47265],{},"Every marketing email has an unsubscribe link at the bottom. Using it stops that business's offers and newsletters. Emails about your bookings keep coming.",[150,47267,47269],{"id":47268},"unsubscribe","Unsubscribe",[176,47271,47272,47274,47277,47279],{},[179,47273,9326],{"id":9325},[146,47275,47276],{},"Tap the unsubscribe link at the bottom of a marketing email.",[179,47278,519],{"id":518},[146,47280,47281,47282,47284],{},"On the page that opens, tap ",[161,47283,47269],{},". The extra tap stops email scanners that open links from unsubscribing you by accident.",[146,47286,47287],{},"Some mail apps also show their own unsubscribe button at the top of the email, which works too.",[150,47289,47291],{"id":47290},"what-stops-and-what-doesnt","What stops, and what doesn't",[721,47293,47294,47303],{},[724,47295,47296],{},[727,47297,47298,47300],{},[730,47299,493],{},[730,47301,47302],{},"After you unsubscribe",[737,47304,47305,47313,47321],{},[727,47306,47307,47310],{},[742,47308,47309],{},"Offers, newsletters and campaigns",[742,47311,47312],{},"Stop",[727,47314,47315,47318],{},[742,47316,47317],{},"Booking confirmations and reminders",[742,47319,47320],{},"Keep coming",[727,47322,47323,47326],{},[742,47324,47325],{},"Receipts and forms",[742,47327,47320],{},[146,47329,47330],{},"It only applies to the business that sent the email. Each business you visit has its own list.",[150,47332,47334],{"id":47333},"texts-and-other-choices","Texts and other choices",[155,47336,47337,47351,47360,47375],{},[158,47338,47339,47342,47343,47346,47347,47350],{},[161,47340,47341],{},"Texts:"," reply ",[161,47344,47345],{},"STOP"," to a text. A STOP to the number your booking texts come from stops every text from that business, reminders included. A business can send offers from a different number, and a STOP to that one stops only the offers. Reply ",[161,47348,47349],{},"START"," to turn them back on.",[158,47352,47353,47356,47357,47359],{},[161,47354,47355],{},"Owneli's number:"," Owneli's own number sends only the one-time codes for Owneli accounts, never a business's reminders. ",[161,47358,47345],{}," to it stops those codes, but not texts a business sends from its own number.",[158,47361,47362,47365,47366,2079,47368,490,47370,189,47372,47374],{},[161,47363,47364],{},"Your account:"," if the business offers you an account, sign in and open ",[161,47367,3650],{},[161,47369,3851],{},[161,47371,3854],{},[161,47373,3857],{}," are separate switches you can change any time.",[158,47376,47377,47380],{},[161,47378,47379],{},"No account:"," ask the business to update your choices.",[150,47382,306],{"id":305},[146,47384,47385],{},"The page confirms you've been unsubscribed.",[150,47387,317],{"id":316},[179,47389,47391],{"id":47390},"im-still-getting-appointment-emails","I'm still getting appointment emails",[146,47393,47394],{},"They're about your bookings, not advertising, so they keep coming.",[179,47396,47398],{"id":47397},"i-unsubscribed-but-got-another-offer","I unsubscribed but got another offer",[146,47400,47401],{},"One already on its way may still arrive. If more keep coming, contact the business so they can check your choices.",{"title":359,"searchDepth":23,"depth":23,"links":47403},[47404,47408,47409,47410,47411],{"id":47268,"depth":23,"text":47269,"children":47405},[47406,47407],{"id":9325,"depth":33,"text":9326},{"id":518,"depth":33,"text":519},{"id":47290,"depth":23,"text":47291},{"id":47333,"depth":23,"text":47334},{"id":305,"depth":23,"text":306},{"id":316,"depth":23,"text":317,"children":47412},[47413,47414],{"id":47390,"depth":33,"text":47391},{"id":47397,"depth":33,"text":47398},"Stop a business's marketing emails with the unsubscribe link, see what you'll still receive, and change your mind later.","i-lucide-mail-x",[47418,47419,47420,47421,47422],"unsubscribe salon emails","stop marketing emails","stop promotional texts","opt out of salon newsletter","still getting emails after unsubscribing",{},150,"\u002Fhelp\u002Fbook-online\u002Funsubscribe-from-marketing",[3952],{"title":47260,"description":47415},"help\u002Fbook-online\u002Funsubscribe-from-marketing","ONIAsNK83AUxkKeH8KPNFLb23AIhNwl2wIT7q7jtRs8",{"id":47431,"title":35918,"audience":7,"body":47432,"category":34,"description":47792,"draft":386,"extension":387,"icon":36020,"keywords":47793,"locale":11,"meta":47799,"navigation":398,"order":47424,"path":35917,"related":47800,"seo":47801,"sourceHash":402,"stem":47802,"translationReviewed":386,"updatedAt":697,"__hash__":47803},"help\u002Fhelp\u002Fcheckout\u002Fsurcharges-and-service-charges.md",{"type":143,"value":47433,"toc":47761},[47434,47449,47451,47463,47467,47545,47547,47603,47609,47613,47649,47652,47656,47675,47679,47717,47723,47728,47730,47733,47735,47739,47744,47748,47754,47758],[146,47435,47436,47437,47440,47441,47444,47445,47448],{},"Recover what card payments cost you in one of two ways: add a ",[161,47438,47439],{},"surcharge"," when a client pays by credit card, or offer a ",[161,47442,47443],{},"cash discount"," when they pay another way. Separately, you can add a ",[161,47446,47447],{},"service charge"," to any sale, such as a call-out fee.",[150,47450,153],{"id":152},[155,47452,47453,47457],{},[158,47454,47455,38115],{},[161,47456,36270],{},[158,47458,47459,47462],{},[161,47460,47461],{},"Surcharging is regulated."," You must register a surcharge program with the card networks first. Confirming what's lawful where you work is up to you.",[150,47464,47466],{"id":47465},"choose-a-surcharge-or-a-cash-discount","Choose a surcharge or a cash discount",[721,47468,47469,47485],{},[724,47470,47471],{},[727,47472,47473,47475,47480],{},[730,47474],{},[730,47476,47477],{},[161,47478,47479],{},"Credit-card surcharge",[730,47481,47482],{},[161,47483,47484],{},"Cash discount",[737,47486,47487,47497,47507,47518,47533],{},[727,47488,47489,47491,47494],{},[742,47490,19842],{},[742,47492,47493],{},"A percentage is added when the client pays by credit card",[742,47495,47496],{},"A percentage comes off when the cashier applies it",[727,47498,47499,47502,47505],{},[742,47500,47501],{},"Limit",[742,47503,47504],{},"3% at most",[742,47506,16721],{},[727,47508,47509,47512,47515],{},[742,47510,47511],{},"Switched off automatically",[742,47513,47514],{},"At locations in Connecticut and Massachusetts, and until you confirm you've registered",[742,47516,47517],{},"Never",[727,47519,47520,47523,47526],{},[742,47521,47522],{},"At the till",[742,47524,47525],{},"Added for you on card payments",[742,47527,47528,47529,47532],{},"The cashier selects ",[161,47530,47531],{},"Apply 3% cash discount"," (with your percentage)",[727,47534,47535,47537,47542],{},[742,47536,40516],{},[742,47538,47539,47540],{},"Its own row, such as ",[161,47541,45390],{},[742,47543,47544],{},"A discount, with your label",[150,47546,7580],{"id":7579},[176,47548,47549,47553,47559,47563,47574,47578,47587,47591,47597,47599],{},[179,47550,47552],{"id":47551},"open-the-payment-policy","Open the payment policy",[146,47554,1936,47555,11244,47557,170],{},[161,47556,15370],{},[161,47558,35908],{},[179,47560,47562],{"id":47561},"choose-the-mode","Choose the mode",[146,47564,1193,47565,1207,47567,490,47570,470,47572,170],{},[161,47566,35914],{},[161,47568,47569],{},"Off",[161,47571,47484],{},[161,47573,47479],{},[179,47575,47577],{"id":47576},"set-the-amount-and-label","Set the amount and label",[146,47579,11649,47580,47582,47583,47586],{},[161,47581,25127],{},". In ",[161,47584,47585],{},"Receipt label",", type how the line should read on receipts.",[179,47588,47590],{"id":47589},"confirm-registration-surcharge-only","Confirm registration (surcharge only)",[146,47592,11373,47593,47596],{},[161,47594,47595],{},"We have registered our surcharge program with the card networks."," Surcharging stays off until this is ticked.",[179,47598,2019],{"id":2018},[146,47600,225,47601,170],{},[161,47602,3844],{},[146,47604,47605,47606,47608],{},"If a location runs its own payment policy (under ",[161,47607,15516],{},"), it uses its own card-fee setting too.",[150,47610,47612],{"id":47611},"take-a-payment-with-a-surcharge","Take a payment with a surcharge",[176,47614,47615,47619,47624,47628,47635,47639],{},[179,47616,47618],{"id":47617},"choose-the-card-method","Choose the card method",[146,47620,38339,47621,47623],{},[161,47622,1592],{}," or the client's saved card.",[179,47625,47627],{"id":47626},"waive-it-for-a-debit-card","Waive it for a debit card",[146,47629,47630,47631,47634],{},"Owneli can't tell whether a card tapped on your own terminal is credit or debit, so it adds the fee by default. If the client used a debit card, tick ",[161,47632,47633],{},"Debit card: waive the fee",". A saved debit card is never surcharged.",[179,47636,47638],{"id":47637},"check-the-total-and-charge","Check the total and charge",[146,47640,47641,47642,2988,47645,47648],{},"A note shows the fee, such as ",[161,47643,47644],{},"Card processing fee (3%)",[161,47646,47647],{},"Total charged to card",": the payment, the tip and the fee together. Charge that amount.",[146,47650,47651],{},"Cash, check, gift card, package and membership payments are never surcharged.",[150,47653,47655],{"id":47654},"give-a-cash-discount","Give a cash discount",[176,47657,47658,47662,47667,47669],{},[179,47659,47661],{"id":47660},"apply-it-in-the-cart","Apply it in the cart",[146,47663,10169,47664,47666],{},[161,47665,47531],{},". The button shows your percentage. It only appears when the sale has no other manual discount.",[179,47668,43846],{"id":43845},[146,47670,47671,47672,47674],{},"Take payment by cash or check as usual. The discount shows under ",[161,47673,1519],{}," on the right and comes off the total, tax included.",[150,47676,47678],{"id":47677},"add-a-service-charge","Add a service charge",[176,47680,47681,47685,47697,47701,47709,47711],{},[179,47682,47684],{"id":47683},"open-the-sale-actions","Open the sale actions",[146,47686,47687,47688,1131,47690,47693,47694,170],{},"In the cart footer, select the ",[161,47689,1855],{},[161,47691,47692],{},"Sale actions","), then ",[161,47695,47696],{},"Add service charge",[179,47698,47700],{"id":47699},"fill-in-the-charge","Fill in the charge",[146,47702,7165,47703,47706,47707,170],{},[161,47704,47705],{},"Charge label"," (it starts as \"Service charge\") and the ",[161,47708,1599],{},[179,47710,36365],{"id":36364},[146,47712,225,47713,47716],{},[161,47714,47715],{},"Add charge",". It joins the sale as its own line.",[554,47718],{"alt":47719,"height":47720,"src":47721,"width":47722},"The Sale actions menu opened from the round button in the cart footer, beside Save as unpaid, listing Add cart discount, Add sale note, Add service charge, the payment link options and Cancel sale.",369,"\u002Fhelp\u002Fcheckout\u002Fsurcharges-and-service-charges\u002Fsale-actions.webp",292,[146,47724,47725,47726,1770],{},"A service charge carries no tax and isn't a tip, so it isn't shared between providers. If the client means it as a thank-you to the team, take it as a ",[166,47727,2888],{"href":1893},[150,47729,306],{"id":305},[146,47731,47732],{},"The receipt shows the surcharge as its own row with your label, a cash discount as a discount, and a service charge as a line item.",[150,47734,317],{"id":316},[179,47736,47738],{"id":47737},"no-surcharge-was-added-to-a-card-payment","No surcharge was added to a card payment",[146,47740,47741,47742,170],{},"One of these applies: the mode is off, the registration box isn't ticked, the location is in Connecticut or Massachusetts, the saved card is a debit card, or someone ticked ",[161,47743,47633],{},[179,47745,47747],{"id":47746},"the-cash-discount-button-isnt-in-the-cart","The cash discount button isn't in the cart",[146,47749,47750,47751,47753],{},"The mode isn't ",[161,47752,47484],{},", or the sale already has a manual discount.",[179,47755,47757],{"id":47756},"i-cant-set-the-percentage-above-3","I can't set the percentage above 3%",[146,47759,47760],{},"That's the limit for a credit-card surcharge. A cash discount has no limit.",{"title":359,"searchDepth":23,"depth":23,"links":47762},[47763,47764,47765,47772,47777,47781,47786,47787],{"id":152,"depth":23,"text":153},{"id":47465,"depth":23,"text":47466},{"id":7579,"depth":23,"text":7580,"children":47766},[47767,47768,47769,47770,47771],{"id":47551,"depth":33,"text":47552},{"id":47561,"depth":33,"text":47562},{"id":47576,"depth":33,"text":47577},{"id":47589,"depth":33,"text":47590},{"id":2018,"depth":33,"text":2019},{"id":47611,"depth":23,"text":47612,"children":47773},[47774,47775,47776],{"id":47617,"depth":33,"text":47618},{"id":47626,"depth":33,"text":47627},{"id":47637,"depth":33,"text":47638},{"id":47654,"depth":23,"text":47655,"children":47778},[47779,47780],{"id":47660,"depth":33,"text":47661},{"id":43845,"depth":33,"text":43846},{"id":47677,"depth":23,"text":47678,"children":47782},[47783,47784,47785],{"id":47683,"depth":33,"text":47684},{"id":47699,"depth":33,"text":47700},{"id":36364,"depth":33,"text":36365},{"id":305,"depth":23,"text":306},{"id":316,"depth":23,"text":317,"children":47788},[47789,47790,47791],{"id":47737,"depth":33,"text":47738},{"id":47746,"depth":33,"text":47747},{"id":47756,"depth":33,"text":47757},"Pass card costs on with a credit-card surcharge or a cash discount, add a service charge to a sale, and see how each shows on the receipt.",[47794,47795,47796,47797,47798],"card surcharge at checkout","credit card processing fee customer","cash discount program","add service charge to sale","waive surcharge debit card",{},[4870,1891,1893],{"title":35918,"description":47792},"help\u002Fcheckout\u002Fsurcharges-and-service-charges","5VEjRn_CSkssqV_js52Ma7yCtO3DTJYId24P_GkQnCs",{"id":47805,"title":29630,"audience":7,"body":47806,"category":94,"description":48095,"draft":386,"extension":387,"icon":48096,"keywords":48097,"locale":11,"meta":48105,"navigation":398,"order":47424,"path":29629,"related":48106,"seo":48108,"sourceHash":402,"stem":48109,"translationReviewed":386,"updatedAt":21027,"__hash__":48110},"help\u002Fhelp\u002Fsettings\u002Fembed-booking.md",{"type":143,"value":47807,"toc":48078},[47808,47814,47816,47830,47834,47867,47871,47874,47910,47919,47922,47926,47932,47984,47990,48019,48030,48032,48035,48037,48041,48047,48051,48068,48072],[146,47809,47810,47811,47813],{},"Add a ",[161,47812,9719],{}," button to your own website. Clients book in a panel that opens over your page, so they never leave your site, and the booking lands in your calendar like any other.",[150,47815,153],{"id":152},[155,47817,47818,47823],{},[158,47819,47820,47822],{},[161,47821,1421],{}," admins and owners copy the code. Whoever edits your website pastes it.",[158,47824,47825,47827,47828,170],{},[161,47826,30791],{}," The button opens your booking page. See ",[166,47829,4961],{"href":4960},[150,47831,47833],{"id":47832},"add-the-button-to-your-website","Add the button to your website",[176,47835,47836,47838,47842,47846,47853,47857,47860,47864],{},[179,47837,28926],{"id":28925},[146,47839,1936,47840,170],{},[161,47841,11048],{},[179,47843,47845],{"id":47844},"copy-the-code","Copy the code",[146,47847,1203,47848,1486,47851,170],{},[161,47849,47850],{},"Embed on your website",[161,47852,26078],{},[179,47854,47856],{"id":47855},"paste-it-into-your-site","Paste it into your site",[146,47858,47859],{},"Paste it into your page's HTML, or into your site builder's custom HTML or embed block. Squarespace, Wix and WordPress all have one.",[179,47861,47863],{"id":47862},"publish-your-site","Publish your site",[146,47865,47866],{},"Save and publish the page in your site builder.",[150,47868,47870],{"id":47869},"what-the-code-does","What the code does",[146,47872,47873],{},"The code has two parts:",[721,47875,47876,47884],{},[724,47877,47878],{},[727,47879,47880,47882],{},[730,47881,2337],{},[730,47883,735],{},[737,47885,47886,47896],{},[727,47887,47888,47893],{},[742,47889,47890],{},[2057,47891,47892],{},"\u003Cscript src=\"...\u002Fembed\u002Fbook.js\" async>",[742,47894,47895],{},"Loads the booking button once per page, without slowing the page down",[727,47897,47898,47903],{},[742,47899,47900],{},[2057,47901,47902],{},"\u003Ca data-owneli-book=\"your-business\">Book an appointment\u003C\u002Fa>",[742,47904,47905,47906,47909],{},"The button. Anything with ",[2057,47907,47908],{},"data-owneli-book"," opens booking.",[2888,47911,47912],{},[146,47913,47914,47915,47918],{},"To keep your own button's design, add ",[2057,47916,47917],{},"data-owneli-book=\"your-business\""," to it instead of using the link in the code. Several buttons on one page all work, with the script loaded once.",[146,47920,47921],{},"If you added the booking button to your website a while ago, it keeps working as it is. You don't need to paste the new code.",[150,47923,47925],{"id":47924},"choose-how-it-opens","Choose how it opens",[146,47927,1203,47928,47931],{},[161,47929,47930],{},"How it opens",", beside the code, pick how booking appears over your page:",[721,47933,47934,47942],{},[724,47935,47936],{},[727,47937,47938,47940],{},[730,47939,29385],{},[730,47941,27922],{},[737,47943,47944,47952,47960,47968,47976],{},[727,47945,47946,47949],{},[742,47947,47948],{},"From the right",[742,47950,47951],{},"A panel slides in from the right. This is the default.",[727,47953,47954,47957],{},[742,47955,47956],{},"From the left",[742,47958,47959],{},"A panel slides in from the left.",[727,47961,47962,47965],{},[742,47963,47964],{},"From the bottom",[742,47966,47967],{},"A sheet rises from the bottom of the page.",[727,47969,47970,47973],{},[742,47971,47972],{},"From the top",[742,47974,47975],{},"A sheet drops down from the top of the page.",[727,47977,47978,47981],{},[742,47979,47980],{},"In the centre",[742,47982,47983],{},"A window opens in the middle of the page.",[146,47985,47986,47987,47989],{},"Your choice is saved with your business, so your website picks it up within a few minutes without being edited. On phones, ",[161,47988,47964],{}," stays a sheet and the others fill the screen.",[2888,47991,47992],{},[146,47993,47994,47995,47998,47999,490,48002,490,48005,470,48008,48011,48012,470,48015,48018],{},"To give one button its own way, add ",[2057,47996,47997],{},"data-owneli-open=\"bottom\""," to it, or ",[2057,48000,48001],{},"right",[2057,48003,48004],{},"left",[2057,48006,48007],{},"top",[2057,48009,48010],{},"modal",". A button whose code already has ",[2057,48013,48014],{},"data-side=\"left\"",[2057,48016,48017],{},"data-owneli-mode=\"modal\""," keeps opening that way.",[146,48020,48021,48022,48024,48025,48029],{},"Your ",[166,48023,29105],{"href":4870}," applies as usual, and if you use ",[166,48026,48028],{"href":48027},"\u002Fhelp\u002Fsettings\u002Fconversion-tracking","conversion tracking",", a booking counts on your website automatically.",[150,48031,306],{"id":305},[146,48033,48034],{},"Open your website in a private window and select the button. Your booking page opens over your site with your services. Close it and the page is still there.",[150,48036,317],{"id":316},[179,48038,48040],{"id":48039},"nothing-happens-when-i-click-the-button","Nothing happens when I click the button",[146,48042,21723,48043,48046],{},[2057,48044,48045],{},"\u003Cscript>"," line was pasted too, and that your site builder didn't remove it. Some builders only allow scripts on paid plans.",[179,48048,48050],{"id":48049},"my-site-has-a-content-security-policy","My site has a Content Security Policy",[146,48052,48053,48054,20394,48057,48060,48061,189,48064,48067],{},"If a developer or security plugin added one, allow the address in your code's ",[2057,48055,48056],{},"\u003Cscript src>",[2057,48058,48059],{},"https:\u002F\u002Fowneli.com",", in both ",[2057,48062,48063],{},"script-src",[2057,48065,48066],{},"frame-src",". Nothing else needs to change.",[179,48069,48071],{"id":48070},"i-cant-edit-my-website","I can't edit my website",[146,48073,48074,48075,48077],{},"Share ",[161,48076,26081],{}," from the same tab instead, for example in your Instagram bio.",{"title":359,"searchDepth":23,"depth":23,"links":48079},[48080,48081,48087,48088,48089,48090],{"id":152,"depth":23,"text":153},{"id":47832,"depth":23,"text":47833,"children":48082},[48083,48084,48085,48086],{"id":28925,"depth":33,"text":28926},{"id":47844,"depth":33,"text":47845},{"id":47855,"depth":33,"text":47856},{"id":47862,"depth":33,"text":47863},{"id":47869,"depth":23,"text":47870},{"id":47924,"depth":23,"text":47925},{"id":305,"depth":23,"text":306},{"id":316,"depth":23,"text":317,"children":48091},[48092,48093,48094],{"id":48039,"depth":33,"text":48040},{"id":48049,"depth":33,"text":48050},{"id":48070,"depth":33,"text":48071},"Copy the booking button code into your website so clients book in a panel over your page without leaving your site.","i-lucide-code",[48098,48099,48100,48101,48102,48103,48104],"embed booking widget","book now button website","booking widget code","add booking to my site","squarespace wix booking embed","content security policy","booking panel bottom sheet popup",{},[4960,48107],"\u002Fhelp\u002Fsettings\u002Fgoogle-reserve",{"title":29630,"description":48095},"help\u002Fsettings\u002Fembed-booking","0HmviF7X9HoAXLH0JY0ik48x3E6uOrAUcPVrdCq4QNI",{"id":48112,"title":48113,"audience":7,"body":48114,"category":94,"description":48488,"draft":386,"extension":387,"icon":48489,"keywords":48490,"locale":11,"meta":48497,"navigation":398,"order":48498,"path":48027,"related":48499,"seo":48500,"sourceHash":402,"stem":48501,"translationReviewed":386,"updatedAt":697,"__hash__":48502},"help\u002Fhelp\u002Fsettings\u002Fconversion-tracking.md","Set up conversion tracking",{"type":143,"value":48115,"toc":48470},[48116,48119,48121,48133,48204,48208,48310,48317,48321,48326,48361,48364,48426,48428,48438,48440,48444,48449,48453,48461,48465],[146,48117,48118],{},"Conversion tracking tells Google and Meta which ad clicks became real bookings, with the booking's value, so your ads find more clients rather than just visitors. You add your tags once and Owneli sends a conversion each time someone books online.",[150,48120,153],{"id":152},[155,48122,48123,48127],{},[158,48124,48125,12536],{},[161,48126,1421],{},[158,48128,48129,48132],{},[161,48130,48131],{},"Have your IDs ready"," for the platforms you advertise on:",[721,48134,48135,48148],{},[724,48136,48137],{},[727,48138,48139,48142,48145],{},[730,48140,48141],{},"Platform",[730,48143,48144],{},"What you need",[730,48146,48147],{},"Where to find it",[737,48149,48150,48169,48185],{},[727,48151,48152,48157,48166],{},[742,48153,48154],{},[161,48155,48156],{},"Google Analytics 4",[742,48158,48159,48162,48163],{},[161,48160,48161],{},"GA4 Measurement ID"," (G-...) and, for reliable counting, the ",[161,48164,48165],{},"GA4 Measurement Protocol API secret",[742,48167,48168],{},"GA4 Admin → Data Streams",[727,48170,48171,48176,48182],{},[742,48172,48173],{},[161,48174,48175],{},"Google Ads",[742,48177,9094,48178,48181],{},[161,48179,48180],{},"Conversion ID and label",", the send_to value such as AW-123456789\u002Flabel",[742,48183,48184],{},"Google Ads → Goals → Conversions → your booking conversion → Tag setup",[727,48186,48187,48192,48201],{},[742,48188,48189],{},[161,48190,48191],{},"Meta",[742,48193,48194,48197,48198],{},[161,48195,48196],{},"Meta Pixel ID"," and, for reliable counting, a ",[161,48199,48200],{},"Conversions API token",[742,48202,48203],{},"Meta Events Manager",[150,48205,48207],{"id":48206},"connect-your-tags","Connect your tags",[176,48209,48210,48212,48220,48224,48254,48258,48267,48271,48289,48293,48304,48306],{},[179,48211,28926],{"id":28925},[146,48213,1936,48214,5081,48216,48219],{},[161,48215,11594],{},[161,48217,48218],{},"Conversion tracking",". Turn it on if it's off.",[179,48221,48223],{"id":48222},"add-google-ads","Add Google Ads",[146,48225,1203,48226,48228,48229,48231,48232,48235,48236,48239,48240,189,48243,1574,48246,48249,48250,48253],{},[161,48227,48175],{},", paste the ",[161,48230,48180],{}," as one value, such as AW-123456789\u002Flabel. A location with its own Google Ads account can have ",[161,48233,48234],{},"A different ID for a location","; leave it blank to use the business's. ",[161,48237,48238],{},"Server-side upload"," is optional: enter the ",[161,48241,48242],{},"Google Ads customer ID",[161,48244,48245],{},"Conversion action ID",[161,48247,48248],{},"Connect Google Ads",". Where it shows ",[161,48251,48252],{},"Google Ads uploads aren't available yet",", the conversion ID still records bookings and the other IDs are kept for later.",[179,48255,48257],{"id":48256},"add-google-analytics-4","Add Google Analytics 4",[146,48259,1203,48260,22340,48262,48264,48265,170],{},[161,48261,48156],{},[161,48263,48161],{}," and, if you like, the ",[161,48266,48165],{},[179,48268,48270],{"id":48269},"add-meta","Add Meta",[146,48272,1203,48273,4013,48276,7614,48278,4287,48280,7589,48283,470,48286,170],{},[161,48274,48275],{},"Meta (Facebook \u002F Instagram)",[161,48277,48196],{},[161,48279,48200],{},[161,48281,48282],{},"Conversion event",[161,48284,48285],{},"Schedule (a booking was made)",[161,48287,48288],{},"Purchase (count booking value as a sale)",[179,48290,48292],{"id":48291},"privacy","Privacy",[146,48294,48295,48296,48299,48300,48303],{},"Consent is required for optional tracking on every booking page. Visitors can accept, reject, or choose analytics and advertising separately. Nothing is sent to a provider before the corresponding permission. They can reopen ",[161,48297,48298],{},"Cookie settings"," to withdraw it. Booking, payment and normal sales reports remain available after rejection. Businesses cannot turn this requirement off. The cookie policy at ",[166,48301,48302],{"href":48302},"\u002Fcookies"," explains the choices in every language Owneli is offered in.",[179,48305,2019],{"id":2018},[146,48307,225,48308,170],{},[161,48309,3844],{},[146,48311,48312,48313,48316],{},"Secrets are kept private and never sent to the browser. A saved one shows ",[161,48314,48315],{},"Saved, ending in"," its last four characters; leave the field blank to keep it.",[150,48318,48320],{"id":48319},"test-it","Test it",[146,48322,1203,48323,4291],{},[161,48324,48325],{},"Verify it's firing",[155,48327,48328,48341,48351],{},[158,48329,48330,48333,48334,193,48337,48340],{},[161,48331,48332],{},"Meta:"," open Meta Test Events, copy the test code into ",[161,48335,48336],{},"Meta test event code",[161,48338,48339],{},"Send test event",". A $1 test conversion appears in Meta within seconds. It never counts as a real one.",[158,48342,48343,48346,48347,48350],{},[161,48344,48345],{},"GA4:"," select ",[161,48348,48349],{},"Test GA4"," to check the event format.",[158,48352,48353,48356,48357,48360],{},[161,48354,48355],{},"Google Ads:"," with a server-side upload connected, select ",[161,48358,48359],{},"Test Google Ads"," to check Owneli can reach the account. Nothing is uploaded.",[146,48362,48363],{},"Each platform shows a status:",[721,48365,48366,48374],{},[724,48367,48368],{},[727,48369,48370,48372],{},[730,48371,4922],{},[730,48373,1026],{},[737,48375,48376,48386,48396,48406,48416],{},[727,48377,48378,48383],{},[742,48379,48380],{},[161,48381,48382],{},"Test request accepted",[742,48384,48385],{},"Set up, and the test went through",[727,48387,48388,48393],{},[742,48389,48390],{},[161,48391,48392],{},"Configured: run a test",[742,48394,48395],{},"Set up, not tested yet",[727,48397,48398,48403],{},[742,48399,48400],{},[161,48401,48402],{},"Browser tag only",[742,48404,48405],{},"Only the in-page tag is set. Ad blockers can stop it, so add the secret or token.",[727,48407,48408,48413],{},[742,48409,48410],{},[161,48411,48412],{},"Test failed",[742,48414,48415],{},"Check the secret or token",[727,48417,48418,48423],{},[742,48419,48420],{},[161,48421,48422],{},"Not configured",[742,48424,48425],{},"Nothing entered for this platform",[150,48427,306],{"id":305},[146,48429,48430,48431,48434,48435,48437],{},"Make a test booking on your booking page. Under ",[161,48432,48433],{},"Recent conversions",", a line appears for each platform with its value and ",[161,48436,10596],{},". Platforms can take a while to show it in their own reports.",[150,48439,317],{"id":316},[179,48441,48443],{"id":48442},"google-ads-shows-no-conversions","Google Ads shows no conversions",[146,48445,21723,48446,48448],{},[161,48447,48180],{}," is the full send_to value, such as AW-123456789\u002Flabel, not the ID alone. Without a server-side upload, Google Ads uses the browser tag, so ad blockers can stop some conversions.",[179,48450,48452],{"id":48451},"meta-reports-fewer-bookings-than-i-see","Meta reports fewer bookings than I see",[146,48454,48455,48456,27384,48458,48460],{},"The pixel alone is ",[161,48457,48402],{},[161,48459,48200],{}," so bookings count even when an ad blocker stops the pixel.",[179,48462,48464],{"id":48463},"do-sales-at-the-till-count","Do sales at the till count?",[146,48466,48467,48468,170],{},"No. Only bookings and orders clients make online count as ad conversions. Embedded booking buttons on your own site count too. See ",[166,48469,29630],{"href":29629},{"title":359,"searchDepth":23,"depth":23,"links":48471},[48472,48473,48481,48482,48483],{"id":152,"depth":23,"text":153},{"id":48206,"depth":23,"text":48207,"children":48474},[48475,48476,48477,48478,48479,48480],{"id":28925,"depth":33,"text":28926},{"id":48222,"depth":33,"text":48223},{"id":48256,"depth":33,"text":48257},{"id":48269,"depth":33,"text":48270},{"id":48291,"depth":33,"text":48292},{"id":2018,"depth":33,"text":2019},{"id":48319,"depth":23,"text":48320},{"id":305,"depth":23,"text":306},{"id":316,"depth":23,"text":317,"children":48484},[48485,48486,48487],{"id":48442,"depth":33,"text":48443},{"id":48451,"depth":33,"text":48452},{"id":48463,"depth":33,"text":48464},"Connect Google Analytics, Google Ads and Meta so your ads learn which clicks became real bookings, then test that conversions arrive.","i-lucide-radar",[48028,48491,48492,48493,48494,48495,48496],"google analytics booking tracking","meta pixel setup","facebook pixel bookings","google ads conversion","track ad conversions","ga4 measurement id",{},160,[24860,9009],{"title":48113,"description":48488},"help\u002Fsettings\u002Fconversion-tracking","6r-yEfcYCOYfx82caGmk_AgM4mQVaUQ5sbCYPGlX3N8",{"id":48504,"title":48505,"audience":7,"body":48506,"category":94,"description":48633,"draft":386,"extension":387,"icon":25044,"keywords":48634,"locale":11,"meta":48641,"navigation":398,"order":48642,"path":48107,"related":48643,"seo":48644,"sourceHash":402,"stem":48645,"translationReviewed":386,"updatedAt":404,"__hash__":48646},"help\u002Fhelp\u002Fsettings\u002Fgoogle-reserve.md","Get found on Google",{"type":143,"value":48507,"toc":48617},[48508,48511,48513,48528,48532,48574,48577,48581,48584,48586,48592,48594,48598,48601,48605,48608,48612],[146,48509,48510],{},"Let clients book you straight from Google Search and Maps by adding your booking link to your Google Business Profile. Owneli gives you the link and a QR code for each location. There's nothing extra to install.",[150,48512,153],{"id":152},[155,48514,48515,48520],{},[158,48516,48517,48519],{},[161,48518,1421],{}," admins and owners copy the link. Whoever manages your Google Business Profile pastes it.",[158,48521,48522,48525,48526,170],{},[161,48523,48524],{},"Online booking must be on",", or the link leads nowhere. See ",[166,48527,4961],{"href":4960},[150,48529,48531],{"id":48530},"add-your-booking-link-to-google","Add your booking link to Google",[176,48533,48534,48538,48547,48551,48556,48560,48567,48571],{},[179,48535,48537],{"id":48536},"copy-your-link","Copy your link",[146,48539,1936,48540,5081,48542,48544,48545,170],{},[161,48541,11594],{},[161,48543,48505],{},". Beside the location, select ",[161,48546,10658],{},[179,48548,48550],{"id":48549},"open-your-google-profile","Open your Google profile",[146,48552,48553,48554,170],{},"Search for your business on Google while signed in as its owner, then choose ",[161,48555,24841],{},[179,48557,48559],{"id":48558},"find-bookings","Find bookings",[146,48561,1936,48562,263,48564,170],{},[161,48563,31034],{},[161,48565,48566],{},"Add a link → Appointment \u002F Bookings",[179,48568,48570],{"id":48569},"paste-and-save","Paste and save",[146,48572,48573],{},"Paste your link into Google and save.",[146,48575,48576],{},"Each location has its own link. If you have several, paste each location's link into that location's Google profile.",[150,48578,48580],{"id":48579},"use-the-qr-code","Use the QR code",[146,48582,48583],{},"Each location also has a QR code. Print it for the front desk, the window or business cards. Scanning it opens that location's booking page.",[150,48585,306],{"id":305},[146,48587,48588,48589,48591],{},"Find your business on Google Maps on your phone. A ",[161,48590,29625],{}," button appears, and tapping it opens your booking page. Google can take a little while to show changes.",[150,48593,317],{"id":316},[179,48595,48597],{"id":48596},"no-booking-slug-yet","\"No booking slug yet\"",[146,48599,48600],{},"Your business doesn't have a booking link name yet. Contact Owneli support to set one.",[179,48602,48604],{"id":48603},"is-this-reserve-with-google","Is this \"Reserve with Google\"?",[146,48606,48607],{},"No. Your Google profile links to your own booking page instead of using Google's partner booking. It works for any business Google lets add a booking link.",[179,48609,48611],{"id":48610},"do-bookings-from-google-look-different","Do bookings from Google look different?",[146,48613,48614,48615,170],{},"No. They arrive as normal online bookings and follow your booking rules and ",[166,48616,29105],{"href":4870},{"title":359,"searchDepth":23,"depth":23,"links":48618},[48619,48620,48626,48627,48628],{"id":152,"depth":23,"text":153},{"id":48530,"depth":23,"text":48531,"children":48621},[48622,48623,48624,48625],{"id":48536,"depth":33,"text":48537},{"id":48549,"depth":33,"text":48550},{"id":48558,"depth":33,"text":48559},{"id":48569,"depth":33,"text":48570},{"id":48579,"depth":23,"text":48580},{"id":305,"depth":23,"text":306},{"id":316,"depth":23,"text":317,"children":48629},[48630,48631,48632],{"id":48596,"depth":33,"text":48597},{"id":48603,"depth":33,"text":48604},{"id":48610,"depth":33,"text":48611},"Copy each location's booking link and QR code, and add the link to your Google Business Profile so clients can book from Search and Maps.",[48635,48636,48637,48638,48639,48640],"book from google","google business profile booking link","google maps book button","reserve with google","google booking button","qr code booking link",{},170,[24860,4960,29629],{"title":48505,"description":48633},"help\u002Fsettings\u002Fgoogle-reserve","vxDMS7NnneI3HUxvWXlh3l_Hw-9QCIEqYxH6n9nRUKA",{"id":48648,"title":12766,"audience":7,"body":48649,"category":94,"description":48825,"draft":386,"extension":387,"icon":19033,"keywords":48826,"locale":11,"meta":48833,"navigation":398,"order":48834,"path":12765,"related":48835,"seo":48836,"sourceHash":402,"stem":48837,"translationReviewed":386,"updatedAt":404,"__hash__":48838},"help\u002Fhelp\u002Fsettings\u002Faudit-log.md",{"type":143,"value":48650,"toc":48809},[48651,48654,48656,48663,48667,48724,48736,48740,48746,48750,48773,48775,48778,48780,48784,48792,48796,48802,48806],[146,48652,48653],{},"The audit log is the permanent record of who did what in your business: changes to clients and forms, sign-ins, emails sent, settings changes, refunds, deletions and permission edits, each with the person and the time. Nobody can edit or delete it, including the owner.",[150,48655,153],{"id":152},[155,48657,48658],{},[158,48659,48660,48662],{},[161,48661,1421],{}," anyone whose role includes viewing the audit log, so a compliance reviewer can read it without being an admin. The full log page is for admins and owners.",[150,48664,48666],{"id":48665},"find-a-change","Find a change",[176,48668,48669,48673,48681,48685,48709,48713],{},[179,48670,48672],{"id":48671},"open-the-log","Open the log",[146,48674,1936,48675,1469,48678,170],{},[161,48676,48677],{},"Settings → Plan & data → Audit log",[161,48679,48680],{},"View Full Log",[179,48682,48684],{"id":48683},"filter-it","Filter it",[146,48686,225,48687,48690,48691,48694,48695,11706,48697,15862,48700,3466,48703,2079,48705,48708],{},[161,48688,48689],{},"Filter"," and choose an ",[161,48692,48693],{},"Entity Type"," (such as Client or Form Template), an ",[161,48696,14512],{},[161,48698,48699],{},"User",[161,48701,48702],{},"Date range",[161,48704,1655],{},[161,48706,48707],{},"Reset"," clears them.",[179,48710,48712],{"id":48711},"read-an-entry","Read an entry",[146,48714,48715,48716,48719,48720,48723],{},"Each entry says what happened, ",[161,48717,48718],{},"by"," whom, ",[161,48721,48722],{},"for"," which record, and when. Where something was edited, it shows the value before and after, such as a price changed from $120 to $90.",[2888,48725,48726],{},[146,48727,48728,48731,48732,48735],{},[161,48729,48730],{},"Sensitive activity"," shows only the entries worth reviewing first, such as bulk data exports. Entries marked ",[161,48733,48734],{},"Critical"," are the most serious.",[150,48737,48739],{"id":48738},"export-it","Export it",[146,48741,48742,48743,48745],{},"Set your filters, then select ",[161,48744,3147],{},". The file contains the entries that match.",[150,48747,48749],{"id":48748},"compliance-health","Compliance health",[146,48751,9094,48752,48754,48755,48757,48758,48761,48762,48765,48766,48769,48770,170],{},[161,48753,12762],{}," page in Settings also shows ",[161,48756,48749],{},": how many people have two-factor sign-in (",[161,48759,48760],{},"MFA enrolled","), whether it's required (",[161,48763,48764],{},"MFA enforced","), whether ",[161,48767,48768],{},"Data retention"," is on, and any ",[161,48771,48772],{},"Legal holds",[150,48774,306],{"id":305},[146,48776,48777],{},"Change something small, such as a client's phone number, then open the log. The newest entry shows your name, the client and the change.",[150,48779,317],{"id":316},[179,48781,48783],{"id":48782},"no-audit-logs-found","\"No audit logs found\"",[146,48785,48786,48787,48789,48790,170],{},"Your filters are too narrow. Select ",[161,48788,48707],{}," and widen the ",[161,48791,48702],{},[179,48793,48795],{"id":48794},"how-far-back-does-it-go","How far back does it go?",[146,48797,48798,48799,170],{},"To the start of your account. Data retention never removes audit entries. See ",[166,48800,48801],{"href":34265},"Data privacy and retention",[179,48803,48805],{"id":48804},"does-it-record-who-looked-at-a-record","Does it record who looked at a record?",[146,48807,48808],{},"It records actions and changes, such as edits, sends, exports and refunds, not every page someone opens.",{"title":359,"searchDepth":23,"depth":23,"links":48810},[48811,48812,48817,48818,48819,48820],{"id":152,"depth":23,"text":153},{"id":48665,"depth":23,"text":48666,"children":48813},[48814,48815,48816],{"id":48671,"depth":33,"text":48672},{"id":48683,"depth":33,"text":48684},{"id":48711,"depth":33,"text":48712},{"id":48738,"depth":23,"text":48739},{"id":48748,"depth":23,"text":48749},{"id":305,"depth":23,"text":306},{"id":316,"depth":23,"text":317,"children":48821},[48822,48823,48824],{"id":48782,"depth":33,"text":48783},{"id":48794,"depth":33,"text":48795},{"id":48804,"depth":33,"text":48805},"Find who changed what and when, filter the log by record, action, person and date, and export it for a compliance review.",[48827,48828,48829,48830,48831,48832],"audit log","who changed this","activity history","track staff changes","who deleted a client","audit trail",{},180,[5455,34265],{"title":12766,"description":48825},"help\u002Fsettings\u002Faudit-log","WG_qQpjm1HGnm_eX7Sdjkh5oC6mw9xmUWFdTEMlkueE",{"id":48840,"title":48801,"audience":7,"body":48841,"category":94,"description":49016,"draft":386,"extension":387,"icon":49017,"keywords":49018,"locale":11,"meta":49025,"navigation":398,"order":49026,"path":34265,"related":49027,"seo":49028,"sourceHash":402,"stem":49029,"translationReviewed":386,"updatedAt":404,"__hash__":49030},"help\u002Fhelp\u002Fsettings\u002Fdata-privacy-and-retention.md",{"type":143,"value":48842,"toc":48999},[48843,48849,48851,48863,48867,48916,48921,48925,48948,48952,48958,48969,48976,48978,48983,48985,48989,48992,48996],[146,48844,48845,48846,170],{},"Choose how long completed form answers are kept before Owneli clears them, protect records you must keep with a legal hold, and switch clinical charting on or off. All of this is under ",[161,48847,48848],{},"Settings → Plan & data → Data & privacy",[150,48850,153],{"id":152},[155,48852,48853,48857],{},[158,48854,48855,12536],{},[161,48856,1421],{},[158,48858,48859,48862],{},[161,48860,48861],{},"Check your obligations."," Health and consumer laws often set how long records must be kept. Decide the period with your advisers.",[150,48864,48866],{"id":48865},"set-how-long-form-answers-are-kept","Set how long form answers are kept",[176,48868,48869,48871,48875,48877,48884,48886,48892,48894,48910,48912],{},[179,48870,28926],{"id":28925},[146,48872,1936,48873,170],{},[161,48874,48848],{},[179,48876,11251],{"id":11250},[146,48878,1203,48879,4667,48881,170],{},[161,48880,48768],{},[161,48882,48883],{},"Enable automatic data purging",[179,48885,44165],{"id":44164},[146,48887,11649,48888,48891],{},[161,48889,48890],{},"Retention Period"," in days, at least 30. Completed form answers older than this are cleared.",[179,48893,13804],{"id":13803},[146,48895,225,48896,48899,48900,490,48903,189,48906,48909],{},[161,48897,48898],{},"Preview next sweep",". You see how many ",[161,48901,48902],{},"Form submissions",[161,48904,48905],{},"Response records",[161,48907,48908],{},"Email records"," would be cleared, and how many are protected by holds. Nothing is deleted.",[179,48911,2019],{"id":2018},[146,48913,225,48914,170],{},[161,48915,3844],{},[3423,48917,48918],{},[146,48919,48920],{},"Clearing is permanent. Always preview before you save a shorter period: 365 days and 3650 days are very different policies.",[150,48922,48924],{"id":48923},"whats-never-cleared","What's never cleared",[155,48926,48927,48935],{},[158,48928,48929,48932,48933,170],{},[161,48930,48931],{},"The audit log."," Sign-ins, permission changes and data exports are kept indefinitely. See ",[166,48934,12766],{"href":12765},[158,48936,48937,48940,48941,48943,48944,48947],{},[161,48938,48939],{},"Records under a legal hold."," Under ",[161,48942,48772],{},", you see each client or submission protected from clearing, for example during a dispute. Select ",[161,48945,48946],{},"Release hold"," when it's no longer needed.",[150,48949,48951],{"id":48950},"clinical-charting","Clinical charting",[146,48953,48954,48957],{},[161,48955,48956],{},"Clinical charting (PHI)"," lets providers fill in treatment charts on appointments. It's off unless you switch it on, because charts are protected health information. Only switch it on once your agreements and security for health data are in place. Every chart view is recorded in the audit log.",[146,48959,48960,48961,48964,48965,48968],{},"Charts have their own ",[161,48962,48963],{},"Clinical chart retention",", 2920 days (about 8 years) unless you change it. Under ",[161,48966,48967],{},"Forms used as provider charts",", choose which forms providers open as charts.",[598,48970,48971],{},[146,48972,48973,48974,170],{},"Deleting a client on request is a separate step from retention. Their clinical records are archived and locked away rather than destroyed, because health-record law requires them to be kept. See ",[166,48975,33990],{"href":6686},[150,48977,306],{"id":305},[146,48979,48980,48982],{},[161,48981,48898],{}," shows the counts you expect for your period, and the setting is still on when you reopen the page.",[150,48984,317],{"id":316},[179,48986,48988],{"id":48987},"does-retention-delete-clients-or-sales","Does retention delete clients or sales?",[146,48990,48991],{},"No. It clears completed form answers and their emails. Clients, appointments and sales stay.",[179,48993,48995],{"id":48994},"someone-needs-one-audit-entry-removed-for-legal-reasons","Someone needs one audit entry removed for legal reasons",[146,48997,48998],{},"Audit entries can't be edited. Contact Owneli support.",{"title":359,"searchDepth":23,"depth":23,"links":49000},[49001,49002,49009,49010,49011,49012],{"id":152,"depth":23,"text":153},{"id":48865,"depth":23,"text":48866,"children":49003},[49004,49005,49006,49007,49008],{"id":28925,"depth":33,"text":28926},{"id":11250,"depth":33,"text":11251},{"id":44164,"depth":33,"text":44165},{"id":13803,"depth":33,"text":13804},{"id":2018,"depth":33,"text":2019},{"id":48923,"depth":23,"text":48924},{"id":48950,"depth":23,"text":48951},{"id":305,"depth":23,"text":306},{"id":316,"depth":23,"text":317,"children":49013},[49014,49015],{"id":48987,"depth":33,"text":48988},{"id":48994,"depth":33,"text":48995},"Choose how long completed form answers are kept, preview what would be cleared, protect records with legal holds, and switch clinical charting on.","i-lucide-database",[49019,49020,49021,49022,49023,49024],"data retention policy","auto delete old data","gdpr retention","legal hold","clinical charting phi","purge client data",{},190,[12765,5455],{"title":48801,"description":49016},"help\u002Fsettings\u002Fdata-privacy-and-retention","tssU9AQYvFU8hiqCSQTxJfMli2nwnBDKTqxi7VxOkTQ",{"id":49032,"title":49033,"audience":7,"body":49034,"category":94,"description":49239,"draft":386,"extension":387,"icon":49240,"keywords":49241,"locale":11,"meta":49251,"navigation":398,"order":49252,"path":31269,"related":49253,"seo":49254,"sourceHash":402,"stem":49255,"translationReviewed":386,"updatedAt":697,"__hash__":49256},"help\u002Fhelp\u002Fsettings\u002Fworkspace-defaults.md","Region & formats: currency, time zone and formats",{"type":143,"value":49035,"toc":49219},[49036,49041,49043,49055,49059,49147,49151,49166,49170,49184,49186,49189,49191,49195,49205,49209,49212,49216],[146,49037,49038,49039,170],{},"Region & formats holds the basics your whole business shares: country and currency, time zone, and how times and calendars are set out. Set them once, early, under ",[161,49040,1011],{},[150,49042,153],{"id":152},[155,49044,49045,49049],{},[158,49046,49047,12536],{},[161,49048,1421],{},[158,49050,49051,49054],{},[161,49052,49053],{},"Set currency before your first sale."," Every price, receipt and report uses it.",[150,49056,49058],{"id":49057},"set-your-defaults","Set your defaults",[176,49060,49061,49063,49067,49071,49080,49083,49091,49095,49108,49112,49128,49131,49141,49143],{},[179,49062,28926],{"id":28925},[146,49064,1936,49065,170],{},[161,49066,1011],{},[179,49068,49070],{"id":49069},"country-and-currency","Country and currency",[146,49072,49073,49074,189,49076,49079],{},"Choose your ",[161,49075,29894],{},[161,49077,49078],{},"Currency",". The line under them confirms both.",[179,49081,24782],{"id":49082},"time-zone",[146,49084,7146,49085,49087,49088,170],{},[161,49086,45913],{}," your calendar, availability and reminders run in, or select ",[161,49089,49090],{},"Use my detected zone",[179,49092,49094],{"id":49093},"dates-and-times","Dates and times",[146,49096,7146,49097,49100,49101,49103,49104,49107],{},[161,49098,49099],{},"Time format"," (12-hour or 24-hour) and the ",[161,49102,8598],{}," for calendars. The ",[161,49105,49106],{},"Date format"," choice is saved but doesn't change how dates appear yet: dates follow each person's language, and in English their device's region.",[179,49109,49111],{"id":49110},"calendar-colours","Calendar colours",[146,49113,49114,49115,49117,49118,490,49120,490,49122,263,49124,49127],{},"Choose what ",[161,49116,49111],{}," paints appointments by: ",[161,49119,7149],{},[161,49121,5098],{},[161,49123,4922],{},[161,49125,49126],{},"Resource (room or equipment)",". It applies on any device that hasn't picked its own; each person can still change their view from the calendar's colour menu, and their choice wins on that device.",[179,49129,4783],{"id":49130},"forms",[146,49132,8570,49133,49136,49137,49140],{},[161,49134,49135],{},"Default form expiry",", the number of days a sent form link works. Switch on ",[161,49138,49139],{},"Attach a signed PDF copy to confirmation emails"," to send clients a PDF of their answers.",[179,49142,2019],{"id":2018},[146,49144,225,49145,9048],{},[161,49146,3844],{},[150,49148,49150],{"id":49149},"time-zone-and-locations","Time zone and locations",[146,49152,49153,49154,49157,49158,49161,49162,49165],{},"The calendar follows each location's own time zone. With one location, changing the time zone here changes the location too. With several, Owneli asks ",[161,49155,49156],{},"Update location timezones?"," Choose ",[161,49159,49160],{},"Update locations"," unless your locations really are in different time zones, or ",[161,49163,49164],{},"Keep separate"," to leave them.",[150,49167,49169],{"id":49168},"whats-personal-and-whats-shared","What's personal and what's shared",[146,49171,49172,49173,49175,49176,49178,49179,49181,49182,170],{},"Everything here applies to the whole team. Your language is your own: see ",[166,49174,31138],{"href":21389},". Sign-out after inactivity is under ",[161,49177,14176],{},", and time-off rules under ",[161,49180,29680],{},". Data retention is under ",[166,49183,48801],{"href":34265},[150,49185,306],{"id":305},[146,49187,49188],{},"Open the calendar: times show in your chosen format and the week starts on your chosen day. Prices at checkout show your currency.",[150,49190,317],{"id":316},[179,49192,49194],{"id":49193},"the-calendar-still-shows-the-old-time-zone","The calendar still shows the old time zone",[146,49196,49197,49198,49200,49201,1473,49203,170],{},"You chose ",[161,49199,49164],{},", so each location kept its own. Change the location's ",[161,49202,24782],{},[161,49204,10915],{},[179,49206,49208],{"id":49207},"can-locations-use-different-currencies","Can locations use different currencies?",[146,49210,49211],{},"No. A business has one currency. Locations can differ in time zone, hours and policies.",[179,49213,49215],{"id":49214},"does-changing-the-date-format-change-my-records","Does changing the date format change my records?",[146,49217,49218],{},"No. It never changes your records, and for now it doesn't change how dates are shown either.",{"title":359,"searchDepth":23,"depth":23,"links":49220},[49221,49222,49231,49232,49233,49234],{"id":152,"depth":23,"text":153},{"id":49057,"depth":23,"text":49058,"children":49223},[49224,49225,49226,49227,49228,49229,49230],{"id":28925,"depth":33,"text":28926},{"id":49069,"depth":33,"text":49070},{"id":49082,"depth":33,"text":24782},{"id":49093,"depth":33,"text":49094},{"id":49110,"depth":33,"text":49111},{"id":49130,"depth":33,"text":4783},{"id":2018,"depth":33,"text":2019},{"id":49149,"depth":23,"text":49150},{"id":49168,"depth":23,"text":49169},{"id":305,"depth":23,"text":306},{"id":316,"depth":23,"text":317,"children":49235},[49236,49237,49238],{"id":49193,"depth":33,"text":49194},{"id":49207,"depth":33,"text":49208},{"id":49214,"depth":33,"text":49215},"Set your business country, currency, time zone, time format, first day of the week, calendar colours and form link expiry.","i-lucide-sliders",[49242,49243,49244,49245,49246,49247,49248,49249,49250],"change currency","calendar colors","change timezone","date format settings","first day of week","24 hour time format","workspace defaults","region and formats","region & formats",{},200,[10922,21389],{"title":49033,"description":49239},"help\u002Fsettings\u002Fworkspace-defaults","AxQN7vn4R_w4xcOY6gRfGm9w_1TuKFEjC4OlWajTvd4",{"id":49258,"title":49259,"audience":7,"body":49260,"category":94,"description":49389,"draft":386,"extension":387,"icon":49390,"keywords":49391,"locale":11,"meta":49397,"navigation":398,"order":49398,"path":49399,"related":49400,"seo":49401,"sourceHash":402,"stem":49402,"translationReviewed":386,"updatedAt":404,"__hash__":49403},"help\u002Fhelp\u002Fsettings\u002Ftransfer-ownership.md","Transfer ownership of your business",{"type":143,"value":49261,"toc":49374},[49262,49265,49267,49282,49286,49326,49331,49334,49346,49348,49358,49360,49364,49367,49371],[146,49263,49264],{},"The owner has full control of the business. If someone else should take over, the owner can hand it to another admin. It happens at once, and only the new owner can hand it back.",[150,49266,153],{"id":152},[155,49268,49269,49274],{},[158,49270,49271,49273],{},[161,49272,1421],{}," only the current owner.",[158,49275,49276,49279,49280,170],{},[161,49277,49278],{},"The new owner must be an active admin."," If they're a manager or staff, change their role to Admin first. See ",[166,49281,12466],{"href":5455},[150,49283,49285],{"id":49284},"transfer-ownership","Transfer ownership",[176,49287,49288,49292,49298,49302,49308,49312,49318,49320],{},[179,49289,49291],{"id":49290},"open-the-team","Open the team",[146,49293,1936,49294,1469,49296,170],{},[161,49295,12645],{},[161,49297,49285],{},[179,49299,49301],{"id":49300},"choose-the-new-owner","Choose the new owner",[146,49303,1203,49304,49307],{},[161,49305,49306],{},"New owner",", pick the admin. Only active admins are listed.",[179,49309,49311],{"id":49310},"type-the-confirmation","Type the confirmation",[146,49313,1193,49314,49317],{},[161,49315,49316],{},"Type to confirm",", type the phrase shown, such as \"transfer Demo Clinic to Taylor Reed\". This stops a click by mistake.",[179,49319,519],{"id":518},[146,49321,49322,49323,170],{},"Confirm the transfer. You see ",[161,49324,49325],{},"Ownership transferred",[3423,49327,49328],{},[146,49329,49330],{},"There's no undo. Only the new owner can transfer it back to you.",[150,49332,7942],{"id":49333},"what-changes",[155,49335,49336,49343],{},[158,49337,49338,49339,49342],{},"The new owner gets everything, including requiring ",[166,49340,49341],{"href":206},"two-factor sign-in"," for the whole team and transferring ownership.",[158,49344,49345],{},"You become a regular admin. Your account and history stay.",[150,49347,306],{"id":305},[146,49349,426,49350,49352,49353,49355,49356,170],{},[161,49351,12645],{},", the new owner shows the ",[161,49354,12494],{}," role and you show ",[161,49357,12504],{},[150,49359,317],{"id":316},[179,49361,49363],{"id":49362},"the-person-i-want-isnt-listed","The person I want isn't listed",[146,49365,49366],{},"They aren't an active admin. Change their role to Admin and make sure they've accepted their invitation and aren't suspended, then try again.",[179,49368,49370],{"id":49369},"the-owner-has-left-and-cant-sign-in","The owner has left and can't sign in",[146,49372,49373],{},"Contact Owneli support. We'll need to confirm who you are before ownership can move.",{"title":359,"searchDepth":23,"depth":23,"links":49375},[49376,49377,49383,49384,49385],{"id":152,"depth":23,"text":153},{"id":49284,"depth":23,"text":49285,"children":49378},[49379,49380,49381,49382],{"id":49290,"depth":33,"text":49291},{"id":49300,"depth":33,"text":49301},{"id":49310,"depth":33,"text":49311},{"id":518,"depth":33,"text":519},{"id":49333,"depth":23,"text":7942},{"id":305,"depth":23,"text":306},{"id":316,"depth":23,"text":317,"children":49386},[49387,49388],{"id":49362,"depth":33,"text":49363},{"id":49369,"depth":33,"text":49370},"Hand ownership of your business to another admin, what the new owner can do, and what happens to your own account.","i-lucide-crown",[49392,49393,49394,49395,49396],"transfer ownership","change business owner","make someone else owner","new owner owneli","sell my business account",{},210,"\u002Fhelp\u002Fsettings\u002Ftransfer-ownership",[5455,206],{"title":49259,"description":49389},"help\u002Fsettings\u002Ftransfer-ownership","YBRt_DVRj6cxsbCcNuZ9-uITMtHFTn0BgC_2ajeVKi4",1794073879681]