Running the business
For partners
Everything for the people who run a business on Owneli: the calendar, the till, clients and forms, the team, the numbers, and the settings behind them.
Browse
Browse by topic
10Getting started
Set up your workspace, learn the layout, and run your first day.
Explore topic 9 articlesCalendar & booking
Book, move, and cancel appointments. Block time, work the waitlist, and read the grid at a glance.
Explore topic 16 articlesCheckout & payments
Ring up a sale, take tips, handle deposits and fees, issue refunds, and close the drawer.
Explore topic 19 articlesClients & forms
Add and find clients, read a client profile, and send forms and consents.
Explore topic 17 articlesMemberships, gift cards & stock
Memberships, packages and gift cards clients spend down over time, plus discounts, products and stock.
Explore topic 15 articlesOperations
The internal side of the business, covering your written playbook, Planner boards, venue incidents, and the policies everyone signs.
Explore topic 6 articlesTeam & scheduling
Invite your team, set working hours and shifts, and handle timesheets, time off, commission and payroll.
Explore topic 12 articlesReports & growth
Read and export your reports, and grow with campaigns, automations, reviews, loyalty and Oryx.
Explore topic 14 articlesSettings & admin
Services and pricing, who can see what, and moving your data in from another system.
Explore topic 23 articlesYour login and profile
Your own login, password, two-factor security, profile, and language.
Explore topic 9 articlesFresh
Recently updated
You book appointments with a business that uses Owneli.
That half of the help centre is written for you.