[{"data":1,"prerenderedAt":985},["ShallowReactive",2],{"help:\u002Fhelp\u002Fgetting-started\u002Fsearch-everything":3,"help-all-categories":261,"help-cat-articles:\u002Fhelp\u002Fgetting-started\u002Fsearch-everything":381,"help-related:\u002Fhelp\u002Fgetting-started\u002Fsearch-everything":382},{"id":4,"title":5,"audience":6,"body":7,"category":238,"description":239,"draft":240,"extension":241,"icon":242,"keywords":243,"meta":250,"navigation":251,"order":252,"path":253,"related":254,"seo":257,"stem":258,"updatedAt":259,"__hash__":260},"help\u002Fhelp\u002Fgetting-started\u002Fsearch-everything.md","Search everything","clinic",{"type":8,"value":9,"toc":225},"minimark",[10,23,28,156,159,163,166,180,184,187,193,197,202,211,215,218,222],[11,12,13,14,18,19,22],"p",{},"Press ",[15,16,17],"code",{},"⌘K"," (Mac) or ",[15,20,21],{},"Ctrl+K"," (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.",[24,25,27],"h2",{"id":26},"what-can-global-search-find","What can global search find?",[29,30,31,44],"table",{},[32,33,34],"thead",{},[35,36,37,41],"tr",{},[38,39,40],"th",{},"Group",[38,42,43],{},"Matched on",[45,46,47,59,69,79,89,99,108,118,128,137,147],"tbody",{},[35,48,49,56],{},[50,51,52],"td",{},[53,54,55],"strong",{},"Clients",[50,57,58],{},"Name, email, or phone",[35,60,61,66],{},[50,62,63],{},[53,64,65],{},"Form templates",[50,67,68],{},"Template name",[35,70,71,76],{},[50,72,73],{},[53,74,75],{},"Submissions",[50,77,78],{},"Client name or template name",[35,80,81,86],{},[50,82,83],{},[53,84,85],{},"Email templates",[50,87,88],{},"Name or subject line",[35,90,91,96],{},[50,92,93],{},[53,94,95],{},"Policies",[50,97,98],{},"Title",[35,100,101,106],{},[50,102,103],{},[53,104,105],{},"Care guides",[50,107,98],{},[35,109,110,115],{},[50,111,112],{},[53,113,114],{},"Automations",[50,116,117],{},"Name",[35,119,120,125],{},[50,121,122],{},[53,123,124],{},"Team",[50,126,127],{},"Name or email",[35,129,130,135],{},[50,131,132],{},[53,133,134],{},"Services",[50,136,117],{},[35,138,139,144],{},[50,140,141],{},[53,142,143],{},"Products",[50,145,146],{},"Name or SKU",[35,148,149,154],{},[50,150,151],{},[53,152,153],{},"Vendors",[50,155,117],{},[11,157,158],{},"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.",[24,160,162],{"id":161},"client-results-and-your-permissions","Client results and your permissions",[11,164,165],{},"What you can find follows what you're allowed to see:",[167,168,169,177],"ul",{},[170,171,172,173,176],"li",{},"If your role can't view client contact details, searching by ",[53,174,175],{},"email or phone won't match clients"," — you can still find them by name — and the email subtitle under each result is blank.",[170,178,179],{},"Archived services, products, and vendors don't appear.",[24,181,183],{"id":182},"location-chips-on-clients","Location chips on clients",[11,185,186],{},"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.",[188,189,190],"tip",{},[11,191,192],{},"Search is scoped to your business, never across businesses — even if your login belongs to more than one workspace.",[24,194,196],{"id":195},"common-questions","Common questions",[198,199,201],"h3",{"id":200},"why-cant-i-find-a-client-by-their-phone-number","Why can't I find a client by their phone number?",[11,203,204,205,210],{},"Matching by email or phone requires permission to view client contact details. Without it you can still find any client by name — see ",[206,207,209],"a",{"href":208},"\u002Fhelp\u002Fclients\u002Fwhy-is-a-field-hidden","Why is a field hidden from me?",".",[198,212,214],{"id":213},"does-search-look-inside-form-answers-or-notes","Does search look inside form answers or notes?",[11,216,217],{},"No. It matches names, titles, subjects, emails, phones, and SKUs — not the body text of submissions, notes, or emails.",[198,219,221],{"id":220},"why-do-i-only-see-five-results-per-group","Why do I only see five results per group?",[11,223,224],{},"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":226,"searchDepth":227,"depth":227,"links":228},"",2,[229,230,231,232],{"id":26,"depth":227,"text":27},{"id":161,"depth":227,"text":162},{"id":182,"depth":227,"text":183},{"id":195,"depth":227,"text":196,"children":233},[234,236,237],{"id":200,"depth":235,"text":201},3,{"id":213,"depth":235,"text":214},{"id":220,"depth":235,"text":221},"getting-started","Press Ctrl+K or Cmd+K anywhere in Owneli to search clients, forms, submissions, services, products, and team in one place.",false,"md","i-lucide-search",[244,245,246,247,248,249],"global search","search shortcut ctrl k","find a client fast","search keyboard shortcut","command palette","can't find a client in search",{},true,50,"\u002Fhelp\u002Fgetting-started\u002Fsearch-everything",[255,256],"\u002Fhelp\u002Fgetting-started\u002Fwelcome","\u002Fhelp\u002Fclients\u002Fadd-and-find-clients",{"title":5,"description":239},"help\u002Fgetting-started\u002Fsearch-everything","2026-08-14","OWdSfZdqLAdmKGZgyMjwfqa1r0KqmCVoAASmsd01yRU",[262,272,281,290,300,310,320,330,340,350,360,371],{"id":263,"title":264,"audience":6,"description":265,"extension":266,"icon":267,"meta":268,"order":269,"slug":238,"stem":270,"__hash__":271},"helpCategories\u002Fhelp\u002Fcategories\u002Fgetting-started.yml","Getting started","Set up your workspace, learn the layout, and run your first day.","yml","i-lucide-compass",{},1,"help\u002Fcategories\u002Fgetting-started","lTnfg_2tKvxQ9QanJ9XY3shoBHrJNWNfnxhcYaaKKPI",{"id":273,"title":274,"audience":6,"description":275,"extension":266,"icon":276,"meta":277,"order":227,"slug":278,"stem":279,"__hash__":280},"helpCategories\u002Fhelp\u002Fcategories\u002Fcalendar.yml","Calendar & booking","Book, move, and cancel appointments. Block time, work the waitlist, and read the grid at a glance.","i-lucide-calendar",{},"calendar","help\u002Fcategories\u002Fcalendar","s5UMHzRIeTUFi7mdsOyuSluzJBp79U9WTsTpOtbaW-E",{"id":282,"title":283,"audience":6,"description":284,"extension":266,"icon":285,"meta":286,"order":235,"slug":287,"stem":288,"__hash__":289},"helpCategories\u002Fhelp\u002Fcategories\u002Fcheckout.yml","Checkout & payments","Ring up a sale, take tips, handle deposits and fees, issue refunds, and close the drawer.","i-lucide-credit-card",{},"checkout","help\u002Fcategories\u002Fcheckout","4PQPgJd7Z25g0SvtoqqdMlnzk3DlcJpaZhNAiNiYVW0",{"id":291,"title":292,"audience":6,"description":293,"extension":266,"icon":294,"meta":295,"order":296,"slug":297,"stem":298,"__hash__":299},"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":301,"title":302,"audience":6,"description":303,"extension":266,"icon":304,"meta":305,"order":306,"slug":307,"stem":308,"__hash__":309},"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":311,"title":312,"audience":6,"description":313,"extension":266,"icon":314,"meta":315,"order":316,"slug":317,"stem":318,"__hash__":319},"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":321,"title":322,"audience":6,"description":323,"extension":266,"icon":324,"meta":325,"order":326,"slug":327,"stem":328,"__hash__":329},"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":331,"title":332,"audience":6,"description":333,"extension":266,"icon":334,"meta":335,"order":336,"slug":337,"stem":338,"__hash__":339},"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":341,"title":342,"audience":6,"description":343,"extension":266,"icon":344,"meta":345,"order":346,"slug":347,"stem":348,"__hash__":349},"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":351,"title":352,"audience":6,"description":353,"extension":266,"icon":354,"meta":355,"order":356,"slug":357,"stem":358,"__hash__":359},"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":361,"title":362,"audience":363,"description":364,"extension":266,"icon":365,"meta":366,"order":367,"slug":368,"stem":369,"__hash__":370},"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":372,"title":373,"audience":363,"description":374,"extension":266,"icon":375,"meta":376,"order":377,"slug":378,"stem":379,"__hash__":380},"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",[],[383,648],{"id":384,"title":385,"audience":6,"body":386,"category":238,"description":638,"draft":240,"extension":241,"icon":267,"keywords":639,"meta":640,"navigation":251,"order":356,"path":255,"related":641,"seo":644,"stem":645,"updatedAt":646,"__hash__":647},"help\u002Fhelp\u002Fgetting-started\u002Fwelcome.md","Find your way around Owneli",{"type":8,"value":387,"toc":628},[388,391,395,398,418,421,425,428,488,509,511,516,519,523,526,540,544,547,551,564,568,571,614,621,625],[11,389,390],{},"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.",[24,392,394],{"id":393},"the-three-spines","The three spines",[11,396,397],{},"Three items sit at the top and are always one click away, whether the sidebar is expanded or collapsed to icons:",[167,399,400,406,412],{},[170,401,402,405],{},[53,403,404],{},"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.",[170,407,408,411],{},[53,409,410],{},"Calendar"," — every appointment, for every team member, on one grid.",[170,413,414,417],{},[53,415,416],{},"POS"," — sales. Ring up services, products, memberships, and gift cards, and close out the cash drawer.",[11,419,420],{},"These are the surfaces you open every working hour, so they never hide behind a menu.",[24,422,424],{"id":423},"the-five-groups","The five groups",[11,426,427],{},"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.",[29,429,430,439],{},[32,431,432],{},[35,433,434,436],{},[38,435,40],{},[38,437,438],{},"What's inside",[45,440,441,450,459,469,478],{},[35,442,443,447],{},[50,444,445],{},[53,446,55],{},[50,448,449],{},"Clients, Messages, Submissions, Forms, Care Guides, Emails",[35,451,452,456],{},[50,453,454],{},[53,455,312],{},[50,457,458],{},"Services, Notes, Boards, Time off, Policies",[35,460,461,466],{},[50,462,463],{},[53,464,465],{},"Retail",[50,467,468],{},"Memberships, Packages, Gift cards, Discounts, Products, Reorder this week, Purchase orders, Vendors",[35,470,471,475],{},[50,472,473],{},[53,474,124],{},[50,476,477],{},"Team, Scheduling",[35,479,480,485],{},[50,481,482],{},[53,483,484],{},"Growth",[50,486,487],{},"Reports, Reviews, Campaigns, Automations, Loyalty",[489,490,491],"note",{},[11,492,493,494,496,497,500,501,504,505,508],{},"You may not see all of these. Every link is permission-gated, so the sidebar only ever shows what your role can actually open. ",[53,495,484],{}," and ",[53,498,499],{},"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 ",[53,502,503],{},"Settings → Menu",". A hidden page is still reachable by search and direct link, and ",[53,506,507],{},"Restore default"," brings the menu back.",[24,510,499],{"id":347},[11,512,513,515],{},[53,514,499],{}," 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.",[11,517,518],{},"The rule of thumb: if you'd open a page less than once a week, it's in Settings.",[24,520,522],{"id":521},"reading-the-sidebar","Reading the sidebar",[11,524,525],{},"Two small markers carry real meaning:",[167,527,528,534],{},[170,529,530,533],{},[53,531,532],{},"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.",[170,535,536,539],{},[53,537,538],{},"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.",[24,541,543],{"id":542},"collapsing-the-sidebar","Collapsing the sidebar",[11,545,546],{},"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.",[24,548,550],{"id":549},"on-a-phone","On a phone",[11,552,553,554,557,558,561,562,210],{},"Below tablet width there is no sidebar. Owneli becomes a tab-bar app: ",[53,555,556],{},"Today · Calendar · Sell · Clients · More"," along the bottom of the screen. The first four are the same spine surfaces; ",[53,559,560],{},"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 ",[53,563,560],{},[24,565,567],{"id":566},"the-top-bar","The top bar",[11,569,570],{},"Along the top of every page:",[167,572,573,585,591,597,603,608],{},[170,574,575,578,579,581,582,584],{},[53,576,577],{},"Search"," (or ",[15,580,17],{}," \u002F ",[15,583,21],{},") — jump to any client, appointment, or page.",[170,586,587,590],{},[53,588,589],{},"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.",[170,592,593,596],{},[53,594,595],{},"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.",[170,598,599,602],{},[53,600,601],{},"Language"," — English, Spanish, and French.",[170,604,605,210],{},[53,606,607],{},"Light\u002Fdark mode",[170,609,610,613],{},[53,611,612],{},"Notifications"," — the bell, with a red count when something is unread.",[188,615,616],{},[11,617,618,620],{},[15,619,17],{}," is the fastest way to move around once you know client names. It searches clients and pages together.",[24,622,624],{"id":623},"whats-next","What's next",[11,626,627],{},"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":226,"searchDepth":227,"depth":227,"links":629},[630,631,632,633,634,635,636,637],{"id":393,"depth":227,"text":394},{"id":423,"depth":227,"text":424},{"id":347,"depth":227,"text":499},{"id":521,"depth":227,"text":522},{"id":542,"depth":227,"text":543},{"id":549,"depth":227,"text":550},{"id":566,"depth":227,"text":567},{"id":623,"depth":227,"text":624},"A two-minute tour of the sidebar — the three spines, the five groups, and where configuration hides.",[],{},[642,643],"\u002Fhelp\u002Fgetting-started\u002Fset-up-your-workspace","\u002Fhelp\u002Fgetting-started\u002Fyour-day-in-workroom",{"title":385,"description":638},"help\u002Fgetting-started\u002Fwelcome","2026-09-01","0Jmix1z5TVe5oMcNG76Kw93WvAzLH6qzoknkeUTTIQU",{"id":649,"title":650,"audience":6,"body":651,"category":297,"description":976,"draft":240,"extension":241,"icon":977,"keywords":978,"meta":979,"navigation":251,"order":356,"path":256,"related":980,"seo":982,"stem":983,"updatedAt":646,"__hash__":984},"help\u002Fhelp\u002Fclients\u002Fadd-and-find-clients.md","Add, find, and merge clients",{"type":8,"value":652,"toc":966},[653,657,664,667,673,679,685,691,697,700,704,709,717,722,725,729,743,746,750,753,770,773,779,782,788,792,795,802,807,811,822,826,829,963],[24,654,656],{"id":655},"add-a-client","Add a client",[11,658,659,660,663],{},"The add-client overlay opens from anywhere — ",[53,661,662],{},"Clients → Add client",", the client picker inside a booking, or the waitlist. It's the same overlay everywhere, so what you learn once holds everywhere.",[11,665,666],{},"Only a name is really needed to get started; everything else can be filled in later.",[11,668,669,672],{},[53,670,671],{},"Identity"," — full name, email, phone (with country), an optional avatar, and a birthday. Birthday can be month-and-day only if you don't have the year.",[11,674,675,678],{},[53,676,677],{},"Address"," — street, apartment or unit, city, region, postcode, country.",[11,680,681,684],{},[53,682,683],{},"Additional contact"," — a second email and phone for clients who use one address for booking and another for billing.",[11,686,687,690],{},[53,688,689],{},"Communication preferences"," — appointment emails, appointment SMS, and birthday messages, each toggled independently. SMS options only become available once a phone number is on the record.",[692,693,694],"warning",{},[11,695,696],{},"Marketing consent is separate from appointment notifications, and it is never granted silently. Turning on appointment SMS is not permission to send campaigns.",[11,698,699],{},"Owneli checks for an existing client as you type a name, email or phone, and warns you before you create a second record for the same person.",[24,701,703],{"id":702},"find-a-client","Find a client",[11,705,706,708],{},[53,707,55],{}," is the directory. Search matches name, email and phone. The list shows last visit, lifetime value, and tags at a glance.",[11,710,711,712,581,714,716],{},"Faster still: ",[15,713,17],{},[15,715,21],{}," searches clients from any page in the app.",[489,718,719],{},[11,720,721],{},"Clients belong to the business, not to a location. By default you see everyone. Use the location filter when you specifically want to see who books at one site.",[11,723,724],{},"Some columns may be hidden for you. Contact details, dates of birth and addresses, and financial figures like lifetime spend are three separate permissions — a role can see the client list without seeing their phone numbers.",[24,726,728],{"id":727},"tags","Tags",[11,730,731,732,735,736,735,739,742],{},"Tags are how you segment: ",[15,733,734],{},"VIP",", ",[15,737,738],{},"patch-test-due",[15,740,741],{},"referred-by-staff",", whatever your business needs.",[11,744,745],{},"Select clients in the list to add or remove a tag in bulk, and filter the directory by tag. Tags also drive campaign audiences and the calendar's client-tag filter.",[24,747,749],{"id":748},"bulk-actions","Bulk actions",[11,751,752],{},"Select clients with the checkboxes and act on all of them at once:",[167,754,755,758,761,764,767],{},[170,756,757],{},"Send a form",[170,759,760],{},"Add to a campaign",[170,762,763],{},"Add or remove a tag",[170,765,766],{},"Export",[170,768,769],{},"Delete",[11,771,772],{},"Your selection survives changing the search and filters, so you can search, select, search again, select more, then act.",[774,775,776],"caution",{},[11,777,778],{},"Deleting a client can't be undone. Almost always, merging or archiving is what you actually want.",[24,780,766],{"id":781},"export",[11,783,784,787],{},[53,785,786],{},"Export clients"," downloads the directory as a CSV, honouring your current filters.",[24,789,791],{"id":790},"merge-duplicates","Merge duplicates",[11,793,794],{},"Two records for the same person — one from an import, one created at the desk — split their history in half. Merging fixes it.",[11,796,797,798,801],{},"Open the client you want to keep, then ",[53,799,800],{},"Merge",". Choose the duplicate to fold in. Appointments, sales, forms, photos, loyalty and notes move onto the record you kept, and the duplicate is retired.",[692,803,804],{},[11,805,806],{},"Merging is not reversible from the interface. Confirm you have the right two records — check email, phone, and last visit — before you commit.",[24,808,810],{"id":809},"bringing-a-list-in-from-elsewhere","Bringing a list in from elsewhere",[11,812,813,814,817,818,210],{},"Don't type them. ",[53,815,816],{},"Settings → Import"," maps a CSV or Excel export column by column, de-duplicates against what you already have, and can be undone in one click. See ",[206,819,821],{"href":820},"\u002Fhelp\u002Fsettings\u002Fimport-your-data","Import your data",[24,823,825],{"id":824},"whats-on-a-clients-profile","What's on a client's profile",[11,827,828],{},"Clicking a client opens their panel — a slide-in with everything about them, tabbed:",[29,830,831,841],{},[32,832,833],{},[35,834,835,838],{},[38,836,837],{},"Tab",[38,839,840],{},"What's there",[45,842,843,853,863,873,883,893,903,913,923,933,943,953],{},[35,844,845,850],{},[50,846,847],{},[53,848,849],{},"Overview",[50,851,852],{},"The snapshot: next visit, recent activity, key figures",[35,854,855,860],{},[50,856,857],{},[53,858,859],{},"Activity",[50,861,862],{},"A chronological trail of everything that has happened",[35,864,865,870],{},[50,866,867],{},[53,868,869],{},"Messages",[50,871,872],{},"The two-way message thread with this client — the same thread as the inbox",[35,874,875,880],{},[50,876,877],{},[53,878,879],{},"Appointments",[50,881,882],{},"Past and upcoming visits",[35,884,885,890],{},[50,886,887],{},[53,888,889],{},"Sales",[50,891,892],{},"Every transaction, with a link into the full sale",[35,894,895,900],{},[50,896,897],{},[53,898,899],{},"Client details",[50,901,902],{},"The editable record — contact, address, preferences",[35,904,905,910],{},[50,906,907],{},[53,908,909],{},"Items",[50,911,912],{},"Memberships, packages and gift cards they hold",[35,914,915,920],{},[50,916,917],{},[53,918,919],{},"Documents",[50,921,922],{},"Completed forms and consents",[35,924,925,930],{},[50,926,927],{},[53,928,929],{},"Photos",[50,931,932],{},"Before-and-after clinical photos, on its own permission",[35,934,935,940],{},[50,936,937],{},[53,938,939],{},"Wallet",[50,941,942],{},"Store credit and saved cards",[35,944,945,950],{},[50,946,947],{},[53,948,949],{},"Loyalty",[50,951,952],{},"Points balance, tier, and reward history",[35,954,955,960],{},[50,956,957],{},[53,958,959],{},"Reviews",[50,961,962],{},"Reviews they've left",[11,964,965],{},"The panel opens over whatever you were doing and closes back to it, so you can check a client's history mid-booking without losing the booking.",{"title":226,"searchDepth":227,"depth":227,"links":967},[968,969,970,971,972,973,974,975],{"id":655,"depth":227,"text":656},{"id":702,"depth":227,"text":703},{"id":727,"depth":227,"text":728},{"id":748,"depth":227,"text":749},{"id":781,"depth":227,"text":766},{"id":790,"depth":227,"text":791},{"id":809,"depth":227,"text":810},{"id":824,"depth":227,"text":825},"Create a client record, search the directory, work with tags, and combine duplicates without losing history.","i-lucide-user-plus",[],{},[981,820],"\u002Fhelp\u002Fclients\u002Fsend-forms-and-consents",{"title":650,"description":976},"help\u002Fclients\u002Fadd-and-find-clients","c75AVP3AqyKtVwVZvb0qJGuwyGbxTBXM1KOqrXUbPUQ",1790218958750]