[{"data":1,"prerenderedAt":1469},["ShallowReactive",2],{"help:\u002Fhelp\u002Fgetting-started":3,"help-all-categories":4,"help-cat-articles:\u002Fhelp\u002Fgetting-started":128,"help-related:\u002Fhelp\u002Fgetting-started":1468},null,[5,17,27,37,47,57,67,77,87,97,107,118],{"id":6,"title":7,"audience":8,"description":9,"extension":10,"icon":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",{},1,"getting-started","help\u002Fcategories\u002Fgetting-started","lTnfg_2tKvxQ9QanJ9XY3shoBHrJNWNfnxhcYaaKKPI",{"id":18,"title":19,"audience":8,"description":20,"extension":10,"icon":21,"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","s5UMHzRIeTUFi7mdsOyuSluzJBp79U9WTsTpOtbaW-E",{"id":28,"title":29,"audience":8,"description":30,"extension":10,"icon":31,"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","4PQPgJd7Z25g0SvtoqqdMlnzk3DlcJpaZhNAiNiYVW0",{"id":38,"title":39,"audience":8,"description":40,"extension":10,"icon":41,"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","u-tqzEJo2gR_wJ7x7y-EMIF3L4TP9EuBWlamwgwCC0I",{"id":48,"title":49,"audience":8,"description":50,"extension":10,"icon":51,"meta":52,"order":53,"slug":54,"stem":55,"__hash__":56},"helpCategories\u002Fhelp\u002Fcategories\u002Fretail.yml","Memberships, packages & gift cards","The things clients buy once and spend down over time, and how each one behaves at checkout.","i-lucide-gift",{},5,"retail","help\u002Fcategories\u002Fretail","wVVr_rc_P9p2RZWwy0XKsNB9fQ7XtQxxIz4qnixkGkg",{"id":58,"title":59,"audience":8,"description":60,"extension":10,"icon":61,"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, task boards, venue incidents, and the policies everyone signs.","i-lucide-briefcase",{},6,"operations","help\u002Fcategories\u002Foperations","kSPRTYYbOW5LBNuaYXGv0C4IE7BqS2n-OkCSI97f-cM",{"id":68,"title":69,"audience":8,"description":70,"extension":10,"icon":71,"meta":72,"order":73,"slug":74,"stem":75,"__hash__":76},"helpCategories\u002Fhelp\u002Fcategories\u002Fteam.yml","Team & scheduling","Working hours, the weekly roster, clock-in, timesheets, and time off.","i-lucide-id-card",{},7,"team","help\u002Fcategories\u002Fteam","1cMbCRwUmewb4t_DwUJ7jJUjntx-odU8jRDgBredsPs",{"id":78,"title":79,"audience":8,"description":80,"extension":10,"icon":81,"meta":82,"order":83,"slug":84,"stem":85,"__hash__":86},"helpCategories\u002Fhelp\u002Fcategories\u002Fgrowth.yml","Reports & growth","Read the numbers, export them, and find the report you actually need.","i-lucide-trending-up",{},8,"growth","help\u002Fcategories\u002Fgrowth","3XyCU-DkoYi7xSPz0tDRohlYkNBUS0YsLo-insknI8o",{"id":88,"title":89,"audience":8,"description":90,"extension":10,"icon":91,"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","rdLQHp7tfAu5iySbsypfXu1kOuujDAuLVk6yGidNvtQ",{"id":98,"title":99,"audience":8,"description":100,"extension":10,"icon":101,"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","8JZPH_8Q-lnEEFgysE9gCwyd1pzUe2hfAebATuQ5Pog",{"id":108,"title":109,"audience":110,"description":111,"extension":10,"icon":112,"meta":113,"order":114,"slug":115,"stem":116,"__hash__":117},"helpCategories\u002Fhelp\u002Fcategories\u002Fbook-online.yml","Book online","client","Booking, paying, and managing your visit from your venue's booking page and the private links they send you.","i-lucide-globe",{},20,"book-online","help\u002Fcategories\u002Fbook-online","dUBIoELt-ci1vqbw_VX1VA6PGJV8V-9x4ZmpAk1aXXE",{"id":119,"title":120,"audience":110,"description":121,"extension":10,"icon":122,"meta":123,"order":124,"slug":125,"stem":126,"__hash__":127},"helpCategories\u002Fhelp\u002Fcategories\u002Fportal.yml","Your account and visits","Booking from your account, managing your visits, and using your wallet, memberships and rewards.","i-lucide-user-round",{},21,"portal","help\u002Fcategories\u002Fportal","D8_zQhv9hO2b9PYDADw-ebh1yZUuC0UcBt3DDZbMAH4",[129,419,603,776,950,1174,1350],{"id":130,"title":131,"audience":8,"body":132,"category":14,"description":405,"draft":406,"extension":407,"icon":11,"keywords":408,"meta":409,"navigation":410,"order":103,"path":411,"related":412,"seo":415,"stem":416,"updatedAt":417,"__hash__":418},"help\u002Fhelp\u002Fgetting-started\u002Fwelcome.md","Find your way around Owneli",{"type":133,"value":134,"toc":394},"minimark",[135,139,144,147,170,173,177,180,249,270,272,277,280,284,287,301,305,308,312,326,330,333,379,387,391],[136,137,138],"p",{},"Owneli runs a whole practice — clients, calendar, point of sale, retail, and team — from one sidebar. That sidebar is deliberately short. Once you know its shape, you can find anything in one or two clicks.",[140,141,143],"h2",{"id":142},"the-three-spines","The three spines",[136,145,146],{},"Three items sit at the top and are always one click away, whether the sidebar is expanded or collapsed to icons:",[148,149,150,158,164],"ul",{},[151,152,153,157],"li",{},[154,155,156],"strong",{},"Today"," — your home. Clock in, see what's booked, clear anything that needs action, and check the day's numbers. This is also what the app logo links to.",[151,159,160,163],{},[154,161,162],{},"Calendar"," — every appointment, for every team member, on one grid.",[151,165,166,169],{},[154,167,168],{},"POS"," — sales. Ring up services, products, memberships, and gift cards, and close out the cash drawer.",[136,171,172],{},"These are the surfaces you open every working hour, so they never hide behind a menu.",[140,174,176],{"id":175},"the-five-groups","The five groups",[136,178,179],{},"Everything else lives in one of five groups. Each is a single icon when the sidebar is collapsed; click it to slide out a rail with the full list.",[181,182,183,196],"table",{},[184,185,186],"thead",{},[187,188,189,193],"tr",{},[190,191,192],"th",{},"Group",[190,194,195],{},"What's inside",[197,198,199,210,219,229,239],"tbody",{},[187,200,201,207],{},[202,203,204],"td",{},[154,205,206],{},"Clients",[202,208,209],{},"Clients, Messages, Submissions, Forms, Care Guides, Emails",[187,211,212,216],{},[202,213,214],{},[154,215,59],{},[202,217,218],{},"Services, Notes, Boards, Time off, Policies",[187,220,221,226],{},[202,222,223],{},[154,224,225],{},"Retail",[202,227,228],{},"Memberships, Packages, Gift cards, Discounts, Products, Reorder this week, Purchase orders, Vendors",[187,230,231,236],{},[202,232,233],{},[154,234,235],{},"Team",[202,237,238],{},"Team, Scheduling",[187,240,241,246],{},[202,242,243],{},[154,244,245],{},"Growth",[202,247,248],{},"Reports, Reviews, Campaigns, Automations, Loyalty",[250,251,252],"note",{},[136,253,254,255,257,258,261,262,265,266,269],{},"You may not see all of these. Every link is permission-gated, so the sidebar only ever shows what your role can actually open. ",[154,256,245],{}," and ",[154,259,260],{},"Settings"," are hidden from most staff roles entirely. On top of that, some links (Team, Time off, Boards, Vendors and the like) can be hidden per person — automatically for a small workspace, or by your own choices under ",[154,263,264],{},"Settings → Menu",". A hidden page is still reachable by search and direct link, and ",[154,267,268],{},"Restore default"," brings the menu back.",[140,271,260],{"id":94},[136,273,274,276],{},[154,275,260],{}," is the last icon, and it's admin-only. It absorbs everything you configure once and rarely touch again: business details and locations, booking rules, payment processor and payment policy, tips, tax rates, roles and permissions, the online store, the audit log, and data import.",[136,278,279],{},"The rule of thumb: if you'd open a page less than once a week, it's in Settings.",[140,281,283],{"id":282},"reading-the-sidebar","Reading the sidebar",[136,285,286],{},"Two small markers carry real meaning:",[148,288,289,295],{},[151,290,291,294],{},[154,292,293],{},"An eye icon"," next to a link means you can open the page but not change anything. It saves you a click into a page where every button is disabled.",[151,296,297,300],{},[154,298,299],{},"An amber number"," is a count of things waiting on you — pending time-off approvals, notes awaiting acknowledgement, unread client messages. When the sidebar is collapsed, the same signal shows as an amber dot on the group icon.",[140,302,304],{"id":303},"collapsing-the-sidebar","Collapsing the sidebar",[136,306,307],{},"Click the small chevron chip on the sidebar's right edge to collapse it to icons and win back screen width. Your choice is remembered across sessions and devices.",[140,309,311],{"id":310},"on-a-phone","On a phone",[136,313,314,315,318,319,322,323,325],{},"Below tablet width there is no sidebar. Owneli becomes a tab-bar app: ",[154,316,317],{},"Today · Calendar · Sell · Clients · More"," along the bottom of the screen. The first four are the same spine surfaces; ",[154,320,321],{},"More"," opens the full directory — every page from the sidebar groups above, a \"Find a page\" search, and your account actions (My profile, Settings, System status, Sign out). If an instruction in these articles names a sidebar item you can't see on your phone, it's under ",[154,324,321],{},".",[140,327,329],{"id":328},"the-top-bar","The top bar",[136,331,332],{},"Along the top of every page:",[148,334,335,350,356,362,368,373],{},[151,336,337,340,341,345,346,349],{},[154,338,339],{},"Search"," (or ",[342,343,344],"code",{},"⌘K"," \u002F ",[342,347,348],{},"Ctrl+K",") — jump to any client, appointment, or page.",[151,351,352,355],{},[154,353,354],{},"Location switcher"," — if your business has more than one location, this scopes what you're looking at. An organisation switcher appears beside it only if you belong to more than one business.",[151,357,358,361],{},[154,359,360],{},"Send"," — one entry point for sending a form, sharing a care page, or emailing a client, so you don't have to navigate to three different list pages.",[151,363,364,367],{},[154,365,366],{},"Language"," — English, Spanish, and French.",[151,369,370,325],{},[154,371,372],{},"Light\u002Fdark mode",[151,374,375,378],{},[154,376,377],{},"Notifications"," — the bell, with a red count when something is unread.",[380,381,382],"tip",{},[136,383,384,386],{},[342,385,344],{}," is the fastest way to move around once you know client names. It searches clients and pages together.",[140,388,390],{"id":389},"whats-next","What's next",[136,392,393],{},"If you're standing up a new business, work through the setup checklist. If someone else already set things up and you're joining an existing team, go straight to your day.",{"title":395,"searchDepth":23,"depth":23,"links":396},"",[397,398,399,400,401,402,403,404],{"id":142,"depth":23,"text":143},{"id":175,"depth":23,"text":176},{"id":94,"depth":23,"text":260},{"id":282,"depth":23,"text":283},{"id":303,"depth":23,"text":304},{"id":310,"depth":23,"text":311},{"id":328,"depth":23,"text":329},{"id":389,"depth":23,"text":390},"A two-minute tour of the sidebar — the three spines, the five groups, and where configuration hides.",false,"md",[],{},true,"\u002Fhelp\u002Fgetting-started\u002Fwelcome",[413,414],"\u002Fhelp\u002Fgetting-started\u002Fset-up-your-workspace","\u002Fhelp\u002Fgetting-started\u002Fyour-day-in-workroom",{"title":131,"description":405},"help\u002Fgetting-started\u002Fwelcome","2026-09-01","0Jmix1z5TVe5oMcNG76Kw93WvAzLH6qzoknkeUTTIQU",{"id":420,"title":421,"audience":8,"body":422,"category":14,"description":594,"draft":406,"extension":407,"icon":595,"keywords":596,"meta":597,"navigation":410,"order":114,"path":413,"related":598,"seo":600,"stem":601,"updatedAt":417,"__hash__":602},"help\u002Fhelp\u002Fgetting-started\u002Fset-up-your-workspace.md","Set up your workspace",{"type":133,"value":423,"toc":576},[424,434,437,441,446,452,456,462,466,472,476,482,486,491,495,500,504,508,519,523,533,537,543,547,553,557,563,569,573],[136,425,426,427,430,431,433],{},"A new business sees a ",[154,428,429],{},"Setup"," card at the top of ",[154,432,156],{},". It isn't a wizard — it reads your actual data and ticks itself off as you go. You can work the list in any order, dismiss the card and bring it back later, and it will still be right.",[136,435,436],{},"Six items are required. The rest are optional and don't hold the progress bar back.",[140,438,440],{"id":439},"required","Required",[442,443,445],"h3",{"id":444},"set-your-brand-colour-and-logo","Set your brand colour and logo",[136,447,448,451],{},[154,449,450],{},"Settings → Organization details"," · Your colour and logo are used on outbound emails, the public booking page, and receipts. Do this first — everything a client sees inherits from it.",[442,453,455],{"id":454},"add-your-first-location","Add your first location",[136,457,458,461],{},[154,459,460],{},"Settings → Locations"," · A location is where you operate: address, timezone, opening hours, contact details. Public booking will not work at all until at least one location exists, because the public URL is location-first.",[442,463,465],{"id":464},"add-at-least-one-service","Add at least one service",[136,467,468,471],{},[154,469,470],{},"Operations → Services"," · A service is what you offer, how long it takes, and what it costs. Nothing can be booked or sold until one exists.",[442,473,475],{"id":474},"set-staff-working-hours","Set staff working hours",[136,477,478,481],{},[154,479,480],{},"Team → Scheduling"," · Without hours, nobody appears as bookable on the calendar — the day grid will be empty even though staff exist. Set a weekly template per person; you can override individual days later.",[442,483,485],{"id":484},"add-your-first-client","Add your first client",[136,487,488,490],{},[154,489,206],{}," · Add one by hand, or import your existing list.",[442,492,494],{"id":493},"invite-your-team","Invite your team",[136,496,497,499],{},[154,498,235],{}," · Each person you invite gets their own calendar, timesheet, and reports. If you're a one-person business this item is marked optional automatically and won't block you.",[140,501,503],{"id":502},"optional","Optional",[442,505,507],{"id":506},"import-your-existing-data","Import your existing data",[136,509,510,513,514,325],{},[154,511,512],{},"Settings → Import data"," · Bring clients, services, products, memberships, waitlist and stock over from Fresha or another system. Everything is mapped column-by-column, de-duplicated, and reversible in one click. See ",[515,516,518],"a",{"href":517},"\u002Fhelp\u002Fsettings\u002Fimport-your-data","Import your data",[442,520,522],{"id":521},"turn-on-public-booking","Turn on public booking",[136,524,525,528,529,532],{},[154,526,527],{},"Settings → Booking → Online booking"," · Lets clients self-book at your public venue page. This one only counts as done when you can actually take a booking — you need a location, a service, ",[154,530,531],{},"and"," staff hours. Turning the toggle on without those three does nothing useful.",[442,534,536],{"id":535},"connect-payments","Connect payments",[136,538,539,542],{},[154,540,541],{},"Settings → Payment processor"," · Connect Stripe to take card payments, collect deposits, and bill memberships automatically. Until this is connected you can still record cash, cheque, and external-terminal card payments — you just can't charge a card from inside Owneli.",[442,544,546],{"id":545},"set-your-tax-rate","Set your tax rate",[136,548,549,552],{},[154,550,551],{},"Settings → Tax rates"," · So checkout and receipts charge the right tax on every sale. You can define named rates and apply per-service overrides.",[442,554,556],{"id":555},"stock-the-retail-shelf","Stock the retail shelf",[136,558,559,562],{},[154,560,561],{},"Retail → Products"," · Only relevant if you sell physical products at checkout.",[564,565,566],"warning",{},[136,567,568],{},"Order matters more than the checklist implies. Services before staff hours, staff hours before public booking, and payments before you rely on deposits or membership auto-billing.",[140,570,572],{"id":571},"when-youre-done","When you're done",[136,574,575],{},"The card disappears on its own once every required item is ticked. You can dismiss it earlier — the dismissal is per business, so hiding it for one business doesn't hide it for another you own.",{"title":395,"searchDepth":23,"depth":23,"links":577},[578,586,593],{"id":439,"depth":23,"text":440,"children":579},[580,581,582,583,584,585],{"id":444,"depth":33,"text":445},{"id":454,"depth":33,"text":455},{"id":464,"depth":33,"text":465},{"id":474,"depth":33,"text":475},{"id":484,"depth":33,"text":485},{"id":493,"depth":33,"text":494},{"id":502,"depth":23,"text":503,"children":587},[588,589,590,591,592],{"id":506,"depth":33,"text":507},{"id":521,"depth":33,"text":522},{"id":535,"depth":33,"text":536},{"id":545,"depth":33,"text":546},{"id":555,"depth":33,"text":556},{"id":571,"depth":23,"text":572},"The setup checklist on Today, item by item — what each one unlocks and which ones you can skip.","i-lucide-list-checks",[],{},[411,599,517],"\u002Fhelp\u002Fsettings\u002Fservices-and-pricing",{"title":421,"description":594},"help\u002Fgetting-started\u002Fset-up-your-workspace","iv2TlDvYO_s36I2mB9d1MLmAViWlv3tg_P9FuhBye-A",{"id":604,"title":605,"audience":8,"body":606,"category":14,"description":766,"draft":406,"extension":407,"icon":767,"keywords":768,"meta":769,"navigation":410,"order":770,"path":414,"related":771,"seo":773,"stem":774,"updatedAt":417,"__hash__":775},"help\u002Fhelp\u002Fgetting-started\u002Fyour-day-in-workroom.md","Your day in Owneli",{"type":133,"value":607,"toc":751},[608,613,617,624,627,631,634,637,640,644,647,658,661,665,676,685,689,697,701,704,708],[136,609,610,612],{},[154,611,156],{}," is the first screen you open and the last one you check. It answers one question: what does this shift need from me right now?",[140,614,616],{"id":615},"clock-in","Clock in",[136,618,619,620,325],{},"The clock-in widget sits at the top. Tap it when you arrive and again when you leave. Those punches become your timesheet — see ",[515,621,623],{"href":622},"\u002Fhelp\u002Fteam\u002Fshifts-timesheets-and-time-off","Shifts, timesheets and time off",[136,625,626],{},"If a shift is scheduled for you today, the widget shows it, so you can tell at a glance whether you're early, late, or on a day you weren't rostered.",[140,628,630],{"id":629},"todays-schedule","Today's schedule",[136,632,633],{},"Below the clock-in you'll see the day's appointments as a list — time, client, service, and the assigned provider.",[136,635,636],{},"What you see depends on your role. A provider on a staff-tier role sees their own column; a manager or admin sees the whole floor. That isn't a setting on this page — it's the data scope attached to your role.",[136,638,639],{},"Each row carries its arrival state, so you can tell who has arrived, who is mid-service, and who hasn't turned up. Tap a row to open the full appointment.",[140,641,643],{"id":642},"action-required","Action required",[136,645,646],{},"Anything waiting on a human decision surfaces here rather than in a badge you have to hunt for:",[148,648,649,652,655],{},[151,650,651],{},"Notes and policies you haven't acknowledged yet",[151,653,654],{},"Forms sent to clients that are still outstanding",[151,656,657],{},"Time-off requests waiting on approval (if you approve them)",[136,659,660],{},"Clearing this section is the daily habit that keeps the rest of the app honest.",[140,662,664],{"id":663},"the-numbers","The numbers",[136,666,667,668,671,672,675],{},"An ",[154,669,670],{},"At a glance"," strip closes the page — forms awaiting completion, the completion rate, total clients, and this week's emails — next to a ",[154,673,674],{},"My tips"," card with today's and the period's tips, split cash and card. Like the schedule, what you see follows your role's data scope.",[380,677,678],{},[136,679,680,681,684],{},"The tiles are a pulse check, not a report. When you want to actually analyse something, go to ",[154,682,683],{},"Growth → Reports",", where every number can be filtered, compared to a previous period, and exported.",[140,686,688],{"id":687},"the-setup-checklist","The setup checklist",[136,690,691,692,694,695,325],{},"On a new business a ",[154,693,429],{}," card sits at the top of Today until the required items are done. See ",[515,696,421],{"href":413},[140,698,700],{"id":699},"walk-ins","Walk-ins",[136,702,703],{},"If someone arrives without an appointment, there's a walk-in action right on Today — it opens a short drawer where you pick the service and provider and drop them onto the calendar without leaving the page.",[140,705,707],{"id":706},"the-rhythm-most-people-settle-into","The rhythm most people settle into",[709,710,711,714,717,721,724,728,731,735,741,745],"steps",{},[442,712,616],{"id":713},"clock-in-1",[136,715,716],{},"First thing on arrival, before anything else.",[442,718,720],{"id":719},"skim-the-schedule","Skim the schedule",[136,722,723],{},"Read the day top to bottom. Note the gaps and anyone flagged as a new client.",[442,725,727],{"id":726},"clear-action-required","Clear \"action required\"",[136,729,730],{},"Acknowledge notes and policies, chase outstanding forms.",[442,732,734],{"id":733},"work-from-the-calendar","Work from the Calendar",[136,736,737,738,740],{},"Once the day starts, ",[154,739,162],{}," is the surface you live on. Come back to Today at close.",[442,742,744],{"id":743},"close-out","Close out",[136,746,747,748,325],{},"Clock out, and if you handle cash, close and count the drawer under ",[154,749,750],{},"POS → Cash drawer",{"title":395,"searchDepth":23,"depth":23,"links":752},[753,754,755,756,757,758,759],{"id":615,"depth":23,"text":616},{"id":629,"depth":23,"text":630},{"id":642,"depth":23,"text":643},{"id":663,"depth":23,"text":664},{"id":687,"depth":23,"text":688},{"id":699,"depth":23,"text":700},{"id":706,"depth":23,"text":707,"children":760},[761,762,763,764,765],{"id":713,"depth":33,"text":616},{"id":719,"depth":33,"text":720},{"id":726,"depth":33,"text":727},{"id":733,"depth":33,"text":734},{"id":743,"depth":33,"text":744},"What Today shows you, how clocking in works, and the order most people work the screen.","i-lucide-sun",[],{},30,[411,772,622],"\u002Fhelp\u002Fcalendar\u002Ffind-your-way-around",{"title":605,"description":766},"help\u002Fgetting-started\u002Fyour-day-in-workroom","me2_vq38GhsoCNIZzgBqkr9gpifNz2X__EF72kAWJSo",{"id":777,"title":778,"audience":8,"body":779,"category":14,"description":932,"draft":406,"extension":407,"icon":933,"keywords":934,"meta":941,"navigation":410,"order":942,"path":943,"related":944,"seo":946,"stem":947,"updatedAt":948,"__hash__":949},"help\u002Fhelp\u002Fgetting-started\u002Fcomplete-your-onboarding.md","Complete your onboarding",{"type":133,"value":780,"toc":915},[781,787,791,839,843,855,859,862,866,869,883,887,891,897,901,908,912],[136,782,783,784,786],{},"The first time you sign in, Owneli walks you through a short wizard before you land on ",[154,785,156],{},": your details, an emergency contact, and any workplace policies that need your signature. Personal details can be skipped; policy sign-offs can't.",[140,788,790],{"id":789},"what-does-the-onboarding-wizard-ask-for","What does the onboarding wizard ask for?",[709,792,793,797,803,807,810,814,817,821,828,832],{},[442,794,796],{"id":795},"welcome","Welcome",[136,798,799,800,325],{},"A short introduction naming the business you've joined. Click ",[154,801,802],{},"Get started",[442,804,806],{"id":805},"about-you","About you",[136,808,809],{},"Your full legal name (required), plus optional preferred name, phone, and date of birth.",[442,811,813],{"id":812},"contact-and-emergency-details","Contact and emergency details",[136,815,816],{},"Home address and an emergency contact — name, relationship, phone, email.",[442,818,820],{"id":819},"policies-only-if-any-are-waiting","Policies (only if any are waiting)",[136,822,823,824,827],{},"If the business has published policies you haven't signed, each one appears in turn. Read it, then sign — either type your name or draw a signature — and click ",[154,825,826],{},"I acknowledge",". This step only appears when something is actually waiting for you.",[442,829,831],{"id":830},"done","Done",[136,833,834,835,838],{},"Click ",[154,836,837],{},"Go to dashboard"," and you land on Today.",[140,840,842],{"id":841},"what-you-can-skip","What you can skip",[136,844,845,846,849,850,854],{},"The personal-detail steps are not blockers. ",[154,847,848],{},"Skip for now"," jumps you past them — you can fill in your address, date of birth, and emergency contact later from your profile. Skipping does ",[851,852,853],"em",{},"not"," skip policies: those are a legal sign-off and must be acknowledged before you finish.",[140,856,858],{"id":857},"it-remembers-where-you-were","It remembers where you were",[136,860,861],{},"Every step saves as you go. If you close the tab halfway through, reopening the wizard resumes at the step you left, not at step one.",[140,863,865],{"id":864},"why-did-onboarding-come-back","Why did onboarding come back?",[136,867,868],{},"If a new policy is published after you've finished onboarding, landing on the wizard again takes you straight to the outstanding policy — nothing else is re-asked. Sign it and you're back to work.",[380,870,871],{},[136,872,873,874,877,878,880,881,325],{},"You can also read and acknowledge policies without the wizard, from ",[154,875,876],{},"Operations → Policies",". Whatever is still waiting shows up in the ",[154,879,643],{}," section on Today — see ",[515,882,605],{"href":414},[140,884,886],{"id":885},"common-questions","Common questions",[442,888,890],{"id":889},"do-i-have-to-fill-in-my-date-of-birth-and-address","Do I have to fill in my date of birth and address?",[136,892,893,894,896],{},"No. ",[154,895,848],{}," moves past the personal-detail steps; you can add them later from your profile. Only policy acknowledgements are mandatory.",[442,898,900],{"id":899},"can-i-sign-a-policy-with-my-mouse-or-finger","Can I sign a policy with my mouse or finger?",[136,902,903,904,907],{},"Yes — choose ",[154,905,906],{},"Draw signature"," instead of typing your name. Either counts as a legal acknowledgement, recorded with a timestamp.",[442,909,911],{"id":910},"i-closed-the-browser-mid-onboarding-did-i-lose-my-progress","I closed the browser mid-onboarding. Did I lose my progress?",[136,913,914],{},"No. Each step saves as you complete it, and the wizard reopens at the step you left.",{"title":395,"searchDepth":23,"depth":23,"links":916},[917,924,925,926,927],{"id":789,"depth":23,"text":790,"children":918},[919,920,921,922,923],{"id":795,"depth":33,"text":796},{"id":805,"depth":33,"text":806},{"id":812,"depth":33,"text":813},{"id":819,"depth":33,"text":820},{"id":830,"depth":33,"text":831},{"id":841,"depth":23,"text":842},{"id":857,"depth":23,"text":858},{"id":864,"depth":23,"text":865},{"id":885,"depth":23,"text":886,"children":928},[929,930,931],{"id":889,"depth":33,"text":890},{"id":899,"depth":33,"text":900},{"id":910,"depth":33,"text":911},"What the Owneli onboarding wizard asks for on first login, which steps you can safely skip, and why it sometimes comes back later.","i-lucide-clipboard-check",[935,936,937,938,939,940],"first login setup","onboarding wizard","sign workplace policies","skip onboarding steps","emergency contact details","why did onboarding come back",{},40,"\u002Fhelp\u002Fgetting-started\u002Fcomplete-your-onboarding",[411,945],"\u002Fhelp\u002Foperations\u002Fpolicies",{"title":778,"description":932},"help\u002Fgetting-started\u002Fcomplete-your-onboarding","2026-08-14","urAYzC0DgHBNCrPCpPLh3LhxgLgcPC8yInqODka-YaM",{"id":951,"title":952,"audience":8,"body":953,"category":14,"description":1157,"draft":406,"extension":407,"icon":1158,"keywords":1159,"meta":1166,"navigation":410,"order":1167,"path":1168,"related":1169,"seo":1171,"stem":1172,"updatedAt":948,"__hash__":1173},"help\u002Fhelp\u002Fgetting-started\u002Fsearch-everything.md","Search everything",{"type":133,"value":954,"toc":1147},[955,964,968,1086,1089,1093,1096,1108,1112,1115,1120,1122,1126,1133,1137,1140,1144],[136,956,957,958,960,961,963],{},"Press ",[342,959,344],{}," (Mac) or ",[342,962,348],{}," (Windows) on any page — or click the search field in the top bar — and type. Results appear grouped by kind, and selecting one jumps straight to it.",[140,965,967],{"id":966},"what-can-global-search-find","What can global search find?",[181,969,970,979],{},[184,971,972],{},[187,973,974,976],{},[190,975,192],{},[190,977,978],{},"Matched on",[197,980,981,990,1000,1010,1020,1030,1039,1049,1058,1067,1077],{},[187,982,983,987],{},[202,984,985],{},[154,986,206],{},[202,988,989],{},"Name, email, or phone",[187,991,992,997],{},[202,993,994],{},[154,995,996],{},"Form templates",[202,998,999],{},"Template name",[187,1001,1002,1007],{},[202,1003,1004],{},[154,1005,1006],{},"Submissions",[202,1008,1009],{},"Client name or template name",[187,1011,1012,1017],{},[202,1013,1014],{},[154,1015,1016],{},"Email templates",[202,1018,1019],{},"Name or subject line",[187,1021,1022,1027],{},[202,1023,1024],{},[154,1025,1026],{},"Policies",[202,1028,1029],{},"Title",[187,1031,1032,1037],{},[202,1033,1034],{},[154,1035,1036],{},"Care guides",[202,1038,1029],{},[187,1040,1041,1046],{},[202,1042,1043],{},[154,1044,1045],{},"Automations",[202,1047,1048],{},"Name",[187,1050,1051,1055],{},[202,1052,1053],{},[154,1054,235],{},[202,1056,1057],{},"Name or email",[187,1059,1060,1065],{},[202,1061,1062],{},[154,1063,1064],{},"Services",[202,1066,1048],{},[187,1068,1069,1074],{},[202,1070,1071],{},[154,1072,1073],{},"Products",[202,1075,1076],{},"Name or SKU",[187,1078,1079,1084],{},[202,1080,1081],{},[154,1082,1083],{},"Vendors",[202,1085,1048],{},[136,1087,1088],{},"Each group shows up to five best matches. Selecting a result opens it — a client result opens their profile panel, a submission opens the submission detail, and so on.",[140,1090,1092],{"id":1091},"client-results-and-your-permissions","Client results and your permissions",[136,1094,1095],{},"What you can find follows what you're allowed to see:",[148,1097,1098,1105],{},[151,1099,1100,1101,1104],{},"If your role can't view client contact details, searching by ",[154,1102,1103],{},"email or phone won't match clients"," — you can still find them by name — and the email subtitle under each result is blank.",[151,1106,1107],{},"Archived services, products, and vendors don't appear.",[140,1109,1111],{"id":1110},"location-chips-on-clients","Location chips on clients",[136,1113,1114],{},"When a client visits more than one of your locations, their search result carries small location chips, so you can tell where they actually book without opening the profile.",[380,1116,1117],{},[136,1118,1119],{},"Search is scoped to your business, never across businesses — even if your login belongs to more than one workspace.",[140,1121,886],{"id":885},[442,1123,1125],{"id":1124},"why-cant-i-find-a-client-by-their-phone-number","Why can't I find a client by their phone number?",[136,1127,1128,1129,325],{},"Matching by email or phone requires permission to view client contact details. Without it you can still find any client by name — see ",[515,1130,1132],{"href":1131},"\u002Fhelp\u002Fclients\u002Fwhy-is-a-field-hidden","Why is a field hidden from me?",[442,1134,1136],{"id":1135},"does-search-look-inside-form-answers-or-notes","Does search look inside form answers or notes?",[136,1138,1139],{},"No. It matches names, titles, subjects, emails, phones, and SKUs — not the body text of submissions, notes, or emails.",[442,1141,1143],{"id":1142},"why-do-i-only-see-five-results-per-group","Why do I only see five results per group?",[136,1145,1146],{},"Each group shows its five best matches. If what you want isn't there, add more of the name — or go to the full list page, whose own search pages through everything.",{"title":395,"searchDepth":23,"depth":23,"links":1148},[1149,1150,1151,1152],{"id":966,"depth":23,"text":967},{"id":1091,"depth":23,"text":1092},{"id":1110,"depth":23,"text":1111},{"id":885,"depth":23,"text":886,"children":1153},[1154,1155,1156],{"id":1124,"depth":33,"text":1125},{"id":1135,"depth":33,"text":1136},{"id":1142,"depth":33,"text":1143},"Press Ctrl+K or Cmd+K anywhere in Owneli to search clients, forms, submissions, services, products, and team in one place.","i-lucide-search",[1160,1161,1162,1163,1164,1165],"global search","search shortcut ctrl k","find a client fast","search keyboard shortcut","command palette","can't find a client in search",{},50,"\u002Fhelp\u002Fgetting-started\u002Fsearch-everything",[411,1170],"\u002Fhelp\u002Fclients\u002Fadd-and-find-clients",{"title":952,"description":1157},"help\u002Fgetting-started\u002Fsearch-everything","OWdSfZdqLAdmKGZgyMjwfqa1r0KqmCVoAASmsd01yRU",{"id":1175,"title":1176,"audience":8,"body":1177,"category":14,"description":1334,"draft":406,"extension":407,"icon":1335,"keywords":1336,"meta":1343,"navigation":410,"order":1344,"path":1345,"related":1346,"seo":1347,"stem":1348,"updatedAt":948,"__hash__":1349},"help\u002Fhelp\u002Fgetting-started\u002Finstall-workroom-on-your-phone.md","Install Owneli on your phone",{"type":133,"value":1178,"toc":1313},[1179,1190,1194,1227,1231,1264,1268,1271,1275,1278,1282,1285,1290,1292,1296,1299,1303,1306,1310],[136,1180,1181,1182,1185,1186,1189],{},"There's nothing to download from an app store: open Owneli in your phone's browser and use ",[154,1183,1184],{},"Add to Home Screen"," (iPhone) or ",[154,1187,1188],{},"Install app"," (Android). It then opens full-screen with its own icon and updates itself automatically.",[140,1191,1193],{"id":1192},"how-do-i-install-owneli-on-iphone-or-ipad","How do I install Owneli on iPhone or iPad?",[709,1195,1196,1200,1203,1207,1210,1214,1220,1224],{},[442,1197,1199],{"id":1198},"open-owneli-in-safari","Open Owneli in Safari",[136,1201,1202],{},"Sign in at your workspace address as usual.",[442,1204,1206],{"id":1205},"tap-the-share-button","Tap the Share button",[136,1208,1209],{},"The square-with-arrow icon in Safari's toolbar.",[442,1211,1213],{"id":1212},"tap-add-to-home-screen","Tap \"Add to Home Screen\"",[136,1215,1216,1217,325],{},"Confirm the name and tap ",[154,1218,1219],{},"Add",[442,1221,1223],{"id":1222},"open-it-from-the-home-screen","Open it from the home screen",[136,1225,1226],{},"The Owneli icon now launches the app full-screen.",[140,1228,1230],{"id":1229},"how-do-i-install-it-on-android","How do I install it on Android?",[709,1232,1233,1237,1240,1244,1257,1261],{},[442,1234,1236],{"id":1235},"open-owneli-in-chrome","Open Owneli in Chrome",[136,1238,1239],{},"Sign in as usual.",[442,1241,1243],{"id":1242},"use-the-install-prompt","Use the install prompt",[136,1245,1246,1247,340,1249,1252,1253,1256],{},"Chrome offers ",[154,1248,1188],{},[154,1250,1251],{},"Add to Home screen",") from the ",[342,1254,1255],{},"⋮"," menu — some phones surface it as a banner automatically.",[442,1258,1260],{"id":1259},"confirm","Confirm",[136,1262,1263],{},"The icon appears on your home screen and in your app drawer.",[140,1265,1267],{"id":1266},"install-on-a-desktop","Install on a desktop",[136,1269,1270],{},"Chrome and Edge show an install icon at the right end of the address bar. Click it to run Owneli in its own window — handy for a front-desk machine.",[140,1272,1274],{"id":1273},"what-works-offline","What works offline",[136,1276,1277],{},"Very little, by design. The app shell loads instantly from your device, but appointments, clients, and sales are live data — you need a connection to see and change them. If your connection drops mid-shift, wait for it to return rather than retrying actions; nothing you submit is queued offline.",[140,1279,1281],{"id":1280},"updates","Updates",[136,1283,1284],{},"You never install updates by hand. The app checks for a new version and refreshes itself — if something looks stale, close and reopen the app.",[380,1286,1287],{},[136,1288,1289],{},"If your business uses push notifications, allow notifications when the app asks — the installed app is what receives them.",[140,1291,886],{"id":885},[442,1293,1295],{"id":1294},"is-there-a-owneli-app-in-the-app-store-or-play-store","Is there a Owneli app in the App Store or Play Store?",[136,1297,1298],{},"No — and you don't need one. The installed web app behaves like a native app: home-screen icon, full-screen, push notifications, automatic updates.",[442,1300,1302],{"id":1301},"can-i-use-owneli-without-internet","Can I use Owneli without internet?",[136,1304,1305],{},"The app opens, but live data — appointments, clients, sales — needs a connection. Nothing you do offline is queued, so wait for the connection to return before retrying.",[442,1307,1309],{"id":1308},"how-do-i-update-the-app","How do I update the app?",[136,1311,1312],{},"You don't. It updates itself; if a screen looks stale, close and reopen the app.",{"title":395,"searchDepth":23,"depth":23,"links":1314},[1315,1321,1326,1327,1328,1329],{"id":1192,"depth":23,"text":1193,"children":1316},[1317,1318,1319,1320],{"id":1198,"depth":33,"text":1199},{"id":1205,"depth":33,"text":1206},{"id":1212,"depth":33,"text":1213},{"id":1222,"depth":33,"text":1223},{"id":1229,"depth":23,"text":1230,"children":1322},[1323,1324,1325],{"id":1235,"depth":33,"text":1236},{"id":1242,"depth":33,"text":1243},{"id":1259,"depth":33,"text":1260},{"id":1266,"depth":23,"text":1267},{"id":1273,"depth":23,"text":1274},{"id":1280,"depth":23,"text":1281},{"id":885,"depth":23,"text":886,"children":1330},[1331,1332,1333],{"id":1294,"depth":33,"text":1295},{"id":1301,"depth":33,"text":1302},{"id":1308,"depth":33,"text":1309},"Add Owneli to your iPhone, Android, or desktop home screen so it opens full-screen like a native app and updates itself automatically.","i-lucide-smartphone",[1337,1338,1339,1340,1341,1342],"install app on phone","add to home screen","workroom mobile app","pwa install","does it work offline","install on iphone android",{},60,"\u002Fhelp\u002Fgetting-started\u002Finstall-workroom-on-your-phone",[414],{"title":1176,"description":1334},"help\u002Fgetting-started\u002Finstall-workroom-on-your-phone","sUfTw0kYwyv0ohJi2TDPFT22GiU2YHLyAKeuuxlX-ak",{"id":1351,"title":1352,"audience":8,"body":1353,"category":14,"description":1451,"draft":406,"extension":407,"icon":1452,"keywords":1453,"meta":1460,"navigation":410,"order":1461,"path":1462,"related":1463,"seo":1465,"stem":1466,"updatedAt":948,"__hash__":1467},"help\u002Fhelp\u002Fgetting-started\u002Fswitch-between-locations.md","Switch between locations",{"type":133,"value":1354,"toc":1441},[1355,1358,1362,1365,1369,1375,1382,1386,1389,1403,1406,1411,1413,1417,1423,1427,1430,1434],[136,1356,1357],{},"Click the location pill in the top bar and pick a site — most screens then show that location's data, and the choice is remembered on your device. Single-location businesses see a plain label, not a picker.",[140,1359,1361],{"id":1360},"how-do-i-change-which-location-im-viewing","How do I change which location I'm viewing?",[136,1363,1364],{},"Click the pill and pick a location. Your choice sticks across sessions, so you don't re-pick every morning. Your primary location is marked in the list, and you only see locations you've been given access to.",[140,1366,1368],{"id":1367},"all-locations","All locations",[136,1370,1371,1372,1374],{},"Admins and managers get an extra ",[154,1373,1368],{}," option that rolls every site into one view — useful on reports and lists when you want business-wide numbers.",[136,1376,1377,1378,1381],{},"The ",[154,1379,1380],{},"Calendar is always single-location",": a day grid blending two sites' columns would be unreadable, so the calendar has no All-locations option. Switching locations there switches the whole grid.",[140,1383,1385],{"id":1384},"what-is-location-scoped-vs-shared","What is location-scoped vs shared",[136,1387,1388],{},"Not everything filters by location, and that's deliberate:",[148,1390,1391,1397],{},[151,1392,1393,1396],{},[154,1394,1395],{},"Location-scoped:"," appointments and the calendar, sales and the cash drawer, stock levels, shifts.",[151,1398,1399,1402],{},[154,1400,1401],{},"Shared across the business (org-global):"," clients, form templates, email templates, policies, services and products (the catalog), your team.",[136,1404,1405],{},"Clients belong to the business, not to a site — a client who books at both locations is one record. The client directory shows everyone by default; use its own location filter when you specifically want \"who books here\".",[380,1407,1408],{},[136,1409,1410],{},"If a number on a report looks wrong, check the location pill first. \"Missing\" sales are very often just sales at the other site.",[140,1412,886],{"id":885},[442,1414,1416],{"id":1415},"why-cant-i-pick-all-locations-on-the-calendar","Why can't I pick \"All locations\" on the calendar?",[136,1418,1419,1420,1422],{},"The calendar is deliberately single-location — blending two sites' provider columns into one day grid would be unreadable. Switch sites instead; every other rollup-capable screen keeps the ",[154,1421,1368],{}," option.",[442,1424,1426],{"id":1425},"why-dont-i-see-the-location-switcher-at-all","Why don't I see the location switcher at all?",[136,1428,1429],{},"Either your business has a single location, or your account has access to only one. Ask an admin to grant you the other sites if you work across them.",[442,1431,1433],{"id":1432},"do-clients-belong-to-a-location","Do clients belong to a location?",[136,1435,1436,1437,325],{},"No — clients are shared across the whole business. The client directory shows everyone by default, with an optional location filter. See ",[515,1438,1440],{"href":1439},"\u002Fhelp\u002Fclients\u002Fclient-tags-and-filters","Client tags and filters",{"title":395,"searchDepth":23,"depth":23,"links":1442},[1443,1444,1445,1446],{"id":1360,"depth":23,"text":1361},{"id":1367,"depth":23,"text":1368},{"id":1384,"depth":23,"text":1385},{"id":885,"depth":23,"text":886,"children":1447},[1448,1449,1450],{"id":1415,"depth":33,"text":1416},{"id":1425,"depth":33,"text":1426},{"id":1432,"depth":33,"text":1433},"Use the location switcher in the top bar to change which site you're viewing, and learn what is per-location versus shared across the business.","i-lucide-map-pin",[1454,1455,1456,1457,1458,1459],"switch location","change branch","all locations view","multi location salon","location filter","sales missing from report",{},70,"\u002Fhelp\u002Fgetting-started\u002Fswitch-between-locations",[1464,1170],"\u002Fhelp\u002Fsettings\u002Fmultiple-locations",{"title":1352,"description":1451},"help\u002Fgetting-started\u002Fswitch-between-locations","tzbPLzhkkdIY28Rz_PhWYJ9KMyOZ1AQHTENWoIs1TcQ",[],1790210902974]