[{"data":1,"prerenderedAt":1175},["ShallowReactive",2],{"help:\u002Fhelp\u002Fgetting-started\u002Fset-up-your-workspace":3,"help-all-categories":207,"help-cat-articles:\u002Fhelp\u002Fgetting-started\u002Fset-up-your-workspace":326,"help-related:\u002Fhelp\u002Fgetting-started\u002Fset-up-your-workspace":327},{"id":4,"title":5,"audience":6,"body":7,"category":190,"description":191,"draft":192,"extension":193,"icon":194,"keywords":195,"meta":196,"navigation":197,"order":198,"path":199,"related":200,"seo":203,"stem":204,"updatedAt":205,"__hash__":206},"help\u002Fhelp\u002Fgetting-started\u002Fset-up-your-workspace.md","Set up your workspace","clinic",{"type":8,"value":9,"toc":169},"minimark",[10,23,26,31,36,42,46,52,56,62,66,72,76,82,86,92,96,100,112,116,126,130,136,140,146,150,156,162,166],[11,12,13,14,18,19,22],"p",{},"A new business sees a ",[15,16,17],"strong",{},"Setup"," card at the top of ",[15,20,21],{},"Today",". 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.",[11,24,25],{},"Six items are required. The rest are optional and don't hold the progress bar back.",[27,28,30],"h2",{"id":29},"required","Required",[32,33,35],"h3",{"id":34},"set-your-brand-colour-and-logo","Set your brand colour and logo",[11,37,38,41],{},[15,39,40],{},"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.",[32,43,45],{"id":44},"add-your-first-location","Add your first location",[11,47,48,51],{},[15,49,50],{},"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.",[32,53,55],{"id":54},"add-at-least-one-service","Add at least one service",[11,57,58,61],{},[15,59,60],{},"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.",[32,63,65],{"id":64},"set-staff-working-hours","Set staff working hours",[11,67,68,71],{},[15,69,70],{},"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.",[32,73,75],{"id":74},"add-your-first-client","Add your first client",[11,77,78,81],{},[15,79,80],{},"Clients"," · Add one by hand, or import your existing list.",[32,83,85],{"id":84},"invite-your-team","Invite your team",[11,87,88,91],{},[15,89,90],{},"Team"," · 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.",[27,93,95],{"id":94},"optional","Optional",[32,97,99],{"id":98},"import-your-existing-data","Import your existing data",[11,101,102,105,106,111],{},[15,103,104],{},"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 ",[107,108,110],"a",{"href":109},"\u002Fhelp\u002Fsettings\u002Fimport-your-data","Import your data",".",[32,113,115],{"id":114},"turn-on-public-booking","Turn on public booking",[11,117,118,121,122,125],{},[15,119,120],{},"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, ",[15,123,124],{},"and"," staff hours. Turning the toggle on without those three does nothing useful.",[32,127,129],{"id":128},"connect-payments","Connect payments",[11,131,132,135],{},[15,133,134],{},"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.",[32,137,139],{"id":138},"set-your-tax-rate","Set your tax rate",[11,141,142,145],{},[15,143,144],{},"Settings → Tax rates"," · So checkout and receipts charge the right tax on every sale. You can define named rates and apply per-service overrides.",[32,147,149],{"id":148},"stock-the-retail-shelf","Stock the retail shelf",[11,151,152,155],{},[15,153,154],{},"Retail → Products"," · Only relevant if you sell physical products at checkout.",[157,158,159],"warning",{},[11,160,161],{},"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.",[27,163,165],{"id":164},"when-youre-done","When you're done",[11,167,168],{},"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":170,"searchDepth":171,"depth":171,"links":172},"",2,[173,182,189],{"id":29,"depth":171,"text":30,"children":174},[175,177,178,179,180,181],{"id":34,"depth":176,"text":35},3,{"id":44,"depth":176,"text":45},{"id":54,"depth":176,"text":55},{"id":64,"depth":176,"text":65},{"id":74,"depth":176,"text":75},{"id":84,"depth":176,"text":85},{"id":94,"depth":171,"text":95,"children":183},[184,185,186,187,188],{"id":98,"depth":176,"text":99},{"id":114,"depth":176,"text":115},{"id":128,"depth":176,"text":129},{"id":138,"depth":176,"text":139},{"id":148,"depth":176,"text":149},{"id":164,"depth":171,"text":165},"getting-started","The setup checklist on Today, item by item — what each one unlocks and which ones you can skip.",false,"md","i-lucide-list-checks",[],{},true,20,"\u002Fhelp\u002Fgetting-started\u002Fset-up-your-workspace",[201,202,109],"\u002Fhelp\u002Fgetting-started\u002Fwelcome","\u002Fhelp\u002Fsettings\u002Fservices-and-pricing",{"title":5,"description":191},"help\u002Fgetting-started\u002Fset-up-your-workspace","2026-09-01","iv2TlDvYO_s36I2mB9d1MLmAViWlv3tg_P9FuhBye-A",[208,218,227,236,246,256,266,276,286,296,306,316],{"id":209,"title":210,"audience":6,"description":211,"extension":212,"icon":213,"meta":214,"order":215,"slug":190,"stem":216,"__hash__":217},"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":219,"title":220,"audience":6,"description":221,"extension":212,"icon":222,"meta":223,"order":171,"slug":224,"stem":225,"__hash__":226},"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":228,"title":229,"audience":6,"description":230,"extension":212,"icon":231,"meta":232,"order":176,"slug":233,"stem":234,"__hash__":235},"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":237,"title":238,"audience":6,"description":239,"extension":212,"icon":240,"meta":241,"order":242,"slug":243,"stem":244,"__hash__":245},"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":247,"title":248,"audience":6,"description":249,"extension":212,"icon":250,"meta":251,"order":252,"slug":253,"stem":254,"__hash__":255},"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":257,"title":258,"audience":6,"description":259,"extension":212,"icon":260,"meta":261,"order":262,"slug":263,"stem":264,"__hash__":265},"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":267,"title":268,"audience":6,"description":269,"extension":212,"icon":270,"meta":271,"order":272,"slug":273,"stem":274,"__hash__":275},"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":277,"title":278,"audience":6,"description":279,"extension":212,"icon":280,"meta":281,"order":282,"slug":283,"stem":284,"__hash__":285},"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":287,"title":288,"audience":6,"description":289,"extension":212,"icon":290,"meta":291,"order":292,"slug":293,"stem":294,"__hash__":295},"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":297,"title":298,"audience":6,"description":299,"extension":212,"icon":300,"meta":301,"order":302,"slug":303,"stem":304,"__hash__":305},"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":307,"title":308,"audience":309,"description":310,"extension":212,"icon":311,"meta":312,"order":198,"slug":313,"stem":314,"__hash__":315},"helpCategories\u002Fhelp\u002Fcategories\u002Fbook-online.yml","Book online","client","Booking, paying, and managing your visit from your venue's booking page and the private links they send you.","i-lucide-globe",{},"book-online","help\u002Fcategories\u002Fbook-online","dUBIoELt-ci1vqbw_VX1VA6PGJV8V-9x4ZmpAk1aXXE",{"id":317,"title":318,"audience":309,"description":319,"extension":212,"icon":320,"meta":321,"order":322,"slug":323,"stem":324,"__hash__":325},"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",[],[328,603,802],{"id":329,"title":330,"audience":6,"body":331,"category":190,"description":595,"draft":192,"extension":193,"icon":213,"keywords":596,"meta":597,"navigation":197,"order":302,"path":201,"related":598,"seo":600,"stem":601,"updatedAt":205,"__hash__":602},"help\u002Fhelp\u002Fgetting-started\u002Fwelcome.md","Find your way around Owneli",{"type":8,"value":332,"toc":585},[333,336,340,343,364,367,371,374,441,462,464,469,472,476,479,493,497,500,504,517,521,524,570,578,582],[11,334,335],{},"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.",[27,337,339],{"id":338},"the-three-spines","The three spines",[11,341,342],{},"Three items sit at the top and are always one click away, whether the sidebar is expanded or collapsed to icons:",[344,345,346,352,358],"ul",{},[347,348,349,351],"li",{},[15,350,21],{}," — 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.",[347,353,354,357],{},[15,355,356],{},"Calendar"," — every appointment, for every team member, on one grid.",[347,359,360,363],{},[15,361,362],{},"POS"," — sales. Ring up services, products, memberships, and gift cards, and close out the cash drawer.",[11,365,366],{},"These are the surfaces you open every working hour, so they never hide behind a menu.",[27,368,370],{"id":369},"the-five-groups","The five groups",[11,372,373],{},"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.",[375,376,377,390],"table",{},[378,379,380],"thead",{},[381,382,383,387],"tr",{},[384,385,386],"th",{},"Group",[384,388,389],{},"What's inside",[391,392,393,403,412,422,431],"tbody",{},[381,394,395,400],{},[396,397,398],"td",{},[15,399,80],{},[396,401,402],{},"Clients, Messages, Submissions, Forms, Care Guides, Emails",[381,404,405,409],{},[396,406,407],{},[15,408,258],{},[396,410,411],{},"Services, Notes, Boards, Time off, Policies",[381,413,414,419],{},[396,415,416],{},[15,417,418],{},"Retail",[396,420,421],{},"Memberships, Packages, Gift cards, Discounts, Products, Reorder this week, Purchase orders, Vendors",[381,423,424,428],{},[396,425,426],{},[15,427,90],{},[396,429,430],{},"Team, Scheduling",[381,432,433,438],{},[396,434,435],{},[15,436,437],{},"Growth",[396,439,440],{},"Reports, Reviews, Campaigns, Automations, Loyalty",[442,443,444],"note",{},[11,445,446,447,449,450,453,454,457,458,461],{},"You may not see all of these. Every link is permission-gated, so the sidebar only ever shows what your role can actually open. ",[15,448,437],{}," and ",[15,451,452],{},"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 ",[15,455,456],{},"Settings → Menu",". A hidden page is still reachable by search and direct link, and ",[15,459,460],{},"Restore default"," brings the menu back.",[27,463,452],{"id":293},[11,465,466,468],{},[15,467,452],{}," 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.",[11,470,471],{},"The rule of thumb: if you'd open a page less than once a week, it's in Settings.",[27,473,475],{"id":474},"reading-the-sidebar","Reading the sidebar",[11,477,478],{},"Two small markers carry real meaning:",[344,480,481,487],{},[347,482,483,486],{},[15,484,485],{},"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.",[347,488,489,492],{},[15,490,491],{},"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.",[27,494,496],{"id":495},"collapsing-the-sidebar","Collapsing the sidebar",[11,498,499],{},"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.",[27,501,503],{"id":502},"on-a-phone","On a phone",[11,505,506,507,510,511,514,515,111],{},"Below tablet width there is no sidebar. Owneli becomes a tab-bar app: ",[15,508,509],{},"Today · Calendar · Sell · Clients · More"," along the bottom of the screen. The first four are the same spine surfaces; ",[15,512,513],{},"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 ",[15,516,513],{},[27,518,520],{"id":519},"the-top-bar","The top bar",[11,522,523],{},"Along the top of every page:",[344,525,526,541,547,553,559,564],{},[347,527,528,531,532,536,537,540],{},[15,529,530],{},"Search"," (or ",[533,534,535],"code",{},"⌘K"," \u002F ",[533,538,539],{},"Ctrl+K",") — jump to any client, appointment, or page.",[347,542,543,546],{},[15,544,545],{},"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.",[347,548,549,552],{},[15,550,551],{},"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.",[347,554,555,558],{},[15,556,557],{},"Language"," — English, Spanish, and French.",[347,560,561,111],{},[15,562,563],{},"Light\u002Fdark mode",[347,565,566,569],{},[15,567,568],{},"Notifications"," — the bell, with a red count when something is unread.",[571,572,573],"tip",{},[11,574,575,577],{},[533,576,535],{}," is the fastest way to move around once you know client names. It searches clients and pages together.",[27,579,581],{"id":580},"whats-next","What's next",[11,583,584],{},"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":170,"searchDepth":171,"depth":171,"links":586},[587,588,589,590,591,592,593,594],{"id":338,"depth":171,"text":339},{"id":369,"depth":171,"text":370},{"id":293,"depth":171,"text":452},{"id":474,"depth":171,"text":475},{"id":495,"depth":171,"text":496},{"id":502,"depth":171,"text":503},{"id":519,"depth":171,"text":520},{"id":580,"depth":171,"text":581},"A two-minute tour of the sidebar — the three spines, the five groups, and where configuration hides.",[],{},[199,599],"\u002Fhelp\u002Fgetting-started\u002Fyour-day-in-workroom",{"title":330,"description":595},"help\u002Fgetting-started\u002Fwelcome","0Jmix1z5TVe5oMcNG76Kw93WvAzLH6qzoknkeUTTIQU",{"id":604,"title":605,"audience":6,"body":606,"category":293,"description":792,"draft":192,"extension":193,"icon":793,"keywords":794,"meta":795,"navigation":197,"order":302,"path":202,"related":796,"seo":798,"stem":799,"updatedAt":800,"__hash__":801},"help\u002Fhelp\u002Fsettings\u002Fservices-and-pricing.md","Services and pricing",{"type":8,"value":607,"toc":775},[608,611,615,619,626,629,633,636,640,643,645,648,655,659,662,666,669,673,680,689,691,698,702,705,709,712,716,723,726,730,736,739,743,752,757,761],[11,609,610],{},"The service catalog is what you offer, how long each thing takes, and what it costs. Everything downstream reads from it — the calendar's booking panel, the public booking page, and checkout.",[11,612,613],{},[15,614,60],{},[27,616,618],{"id":617},"organise-with-categories","Organise with categories",[11,620,621,622,625],{},"Group services into categories so the booking experience reads cleanly rather than as one long alphabetical list. Use ",[15,623,624],{},"Manage order"," to drag categories into the order you want, and services within each category.",[11,627,628],{},"The order you set here is the order clients see when booking.",[27,630,632],{"id":631},"configure-a-service","Configure a service",[11,634,635],{},"Open a service and you get six tabs.",[32,637,639],{"id":638},"basic","Basic",[11,641,642],{},"Name, description, category, duration, price, and calendar colour. Duration is what reserves time on the grid, so include cleanup and turnaround if you need the room protected.",[32,644,90],{"id":273},[11,646,647],{},"Choose who can be booked for this service. Leave it empty and everyone on the team is bookable for it.",[11,649,650,651,654],{},"Selected members can also carry their ",[15,652,653],{},"own price or duration"," for this service — leave those blank to inherit the service default. That's how a senior provider charges more for the same treatment without you duplicating the service.",[32,656,658],{"id":657},"resources","Resources",[11,660,661],{},"If the service needs a room or a machine, attach it here. Owneli then reserves the resource alongside the provider, and a booking that would double-book the equipment is refused.",[32,663,665],{"id":664},"booking","Booking",[11,667,668],{},"Whether the service is bookable online, and the rules that apply when it is.",[32,670,672],{"id":671},"forms","Forms",[11,674,675,676,111],{},"Attach a form or consent to the service. It's offered — or required — as part of that booking. See ",[107,677,679],{"href":678},"\u002Fhelp\u002Fclients\u002Fsend-forms-and-consents","Send forms and consents",[157,681,682],{},[11,683,684,685,688],{},"A service that requires a signed clinical form will ",[15,686,687],{},"block checkout"," until the form is signed. That's a deliberate safety gate, not a bug.",[32,690,452],{"id":293},[11,692,693,694,111],{},"Anything else that's specific to this service, including its own payment policy override. See ",[107,695,697],{"href":696},"\u002Fhelp\u002Fcheckout\u002Fdeposits-and-cancellation-fees","Deposits, cancellation and no-show fees",[27,699,701],{"id":700},"filtering-the-catalog","Filtering the catalog",[11,703,704],{},"The list filters by category, by online-bookable only, by inactive only, and can show archived services. Archive rather than delete: deleting a service orphans the history that references it.",[27,706,708],{"id":707},"bundles","Bundles",[11,710,711],{},"A bundle presents several services as one bookable item at a combined price, with the saving shown as a percentage. It books as a single appointment.",[27,713,715],{"id":714},"per-location-menus","Per-location menus",[11,717,718,719,722],{},"With more than one location, ",[15,720,721],{},"By location"," opens a matrix: turn each service on or off per location and set location-specific prices. Empty price cells inherit the base price.",[11,724,725],{},"With a single location the matrix is hidden — every service simply uses its base price.",[27,727,729],{"id":728},"smart-pricing","Smart pricing",[11,731,732,735],{},[15,733,734],{},"Settings → Payments → Smart pricing"," lets you charge more during busy windows and less during quiet ones. Off-peak rules nudge demand into your dead hours; peak rules capture your busiest ones.",[11,737,738],{},"Peak surges are capped, and both directions are always disclosed to the client before payment — a slot that costs more says so, and a slot that costs less says how much they saved.",[27,740,742],{"id":741},"importing-a-catalog","Importing a catalog",[11,744,745,746,749,750,111],{},"If you're coming from another system, don't retype the list. ",[15,747,748],{},"Settings → Import"," brings services in with durations and prices mapped column by column. See ",[107,751,110],{"href":109},[157,753,754],{},[11,755,756],{},"Service identifiers in exports from other platforms are not always unique. Check the dry-run counts against your source file before running an import of services.",[27,758,760],{"id":759},"reporting","Reporting",[344,762,763,769],{},[347,764,765,768],{},[15,766,767],{},"Growth → Reports → Services"," — revenue and volume by service",[347,770,771,774],{},[15,772,773],{},"Growth → Reports → Peak hours"," — when demand actually lands, which is what smart pricing rules should be built from",{"title":170,"searchDepth":171,"depth":171,"links":776},[777,778,786,787,788,789,790,791],{"id":617,"depth":171,"text":618},{"id":631,"depth":171,"text":632,"children":779},[780,781,782,783,784,785],{"id":638,"depth":176,"text":639},{"id":273,"depth":176,"text":90},{"id":657,"depth":176,"text":658},{"id":664,"depth":176,"text":665},{"id":671,"depth":176,"text":672},{"id":293,"depth":176,"text":452},{"id":700,"depth":171,"text":701},{"id":707,"depth":171,"text":708},{"id":714,"depth":171,"text":715},{"id":728,"depth":171,"text":729},{"id":741,"depth":171,"text":742},{"id":759,"depth":171,"text":760},"Build the catalog that drives booking and checkout — durations, prices, who can perform what, and per-location overrides.","i-lucide-list",[],{},[199,797,696],"\u002Fhelp\u002Fcalendar\u002Fbook-an-appointment",{"title":605,"description":792},"help\u002Fsettings\u002Fservices-and-pricing","2026-07-26","SRhXZdhmtcBvxxwQ8JXugj-lbJwg29J5t86wSzvQK7s",{"id":803,"title":804,"audience":6,"body":805,"category":293,"description":1165,"draft":192,"extension":193,"icon":1166,"keywords":1167,"meta":1168,"navigation":197,"order":1169,"path":109,"related":1170,"seo":1172,"stem":1173,"updatedAt":800,"__hash__":1174},"help\u002Fhelp\u002Fsettings\u002Fimport-your-data.md","Import your data from Fresha or another system",{"type":8,"value":806,"toc":1141},[807,811,818,822,826,844,857,861,864,868,871,891,895,1024,1028,1031,1040,1044,1050,1056,1060,1075,1079,1082,1115,1119],[11,808,809],{},[15,810,748],{},[11,812,813,814,817],{},"The importer is built around one promise: ",[15,815,816],{},"nothing is written until you've seen exactly what will happen."," Every column in every file is shown with your own sample data beside it, a dry run tells you what would be created and what would be matched, and the whole thing can be undone in a single click afterwards.",[27,819,821],{"id":820},"get-your-files-out","Get your files out",[32,823,825],{"id":824},"from-fresha","From Fresha",[344,827,828,833,837],{},[347,829,830,832],{},[15,831,80],{}," → Options → Export to CSV",[347,834,835,832],{},[15,836,90],{},[347,838,839,840,843],{},"Everything else via ",[15,841,842],{},"Reports",": Service list, Product list, Membership list, Waitlist detail, Stock movement summary, Appointment list, Sales log detail",[157,845,846],{},[11,847,848,849,852,853,856],{},"Set every date range to ",[15,850,851],{},"All Time",", and always export the ",[15,854,855],{},"detail"," report, not the summary. A summary report is one row of totals and percentages — the importer will recognise it and refuse it, telling you to fetch the detail version instead.",[32,858,860],{"id":859},"from-anything-else","From anything else",[11,862,863],{},"Upload a CSV or Excel file with a header row and one row per record. Owneli detects what the file is and shows you every column before anything is written. Up to 15,000 rows per file.",[27,865,867],{"id":866},"what-wont-come-across","What won't come across",[11,869,870],{},"Three things, and it's worth knowing why before you start:",[344,872,873,879,885],{},[347,874,875,878],{},[15,876,877],{},"Saved cards."," For PCI reasons card details move processor-to-processor, never through a file. You re-collect them.",[347,880,881,884],{},[15,882,883],{},"Forms, consents and photos."," These aren't part of a standard export from any of these platforms.",[347,886,887,890],{},[15,888,889],{},"Mid-cycle membership billing."," Never resumed automatically. See the warning below.",[27,892,894],{"id":893},"the-four-steps","The four steps",[896,897,898,902,905,908,912,915,918,938,941,945,948,1002,1005,1008,1014,1018,1021],"steps",{},[32,899,901],{"id":900},"source","Source",[11,903,904],{},"Tell Owneli where the data came from — Fresha, Zenoti, Mangomint, or a generic CSV — so it recognises the file layout. Then drop your files in.",[11,906,907],{},"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.",[32,909,911],{"id":910},"map-columns","Map columns",[11,913,914],{},"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 a column you chose to leave out — never a silent drop.",[11,916,917],{},"Three kinds of column:",[344,919,920,926,932],{},[347,921,922,925],{},[15,923,924],{},"Mapped"," — has a destination. Recognised automatically, suggested by AI, or set by you.",[347,927,928,931],{},[15,929,930],{},"Needs a decision"," — not recognised. Point it at a field to keep it, or acknowledge the loss explicitly and continue.",[347,933,934,937],{},[15,935,936],{},"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.",[11,939,940],{},"You confirm each file's mapping before you can move on.",[32,942,944],{"id":943},"dry-run","Dry run",[11,946,947],{},"Nothing has been written yet. The numbers on this screen are exactly what the import will do:",[375,949,950,960],{},[378,951,952],{},[381,953,954,957],{},[384,955,956],{},"Column",[384,958,959],{},"Meaning",[391,961,962,972,982,992],{},[381,963,964,969],{},[396,965,966],{},[15,967,968],{},"Create",[396,970,971],{},"New records that will be added",[381,973,974,979],{},[396,975,976],{},[15,977,978],{},"Match existing",[396,980,981],{},"Rows that resolve to records you already have — these are linked, not duplicated",[381,983,984,989],{},[396,985,986],{},[15,987,988],{},"Skip",[396,990,991],{},"Rows that won't be imported",[381,993,994,999],{},[396,995,996],{},[15,997,998],{},"Errors",[396,1000,1001],{},"Rows that failed validation",[11,1003,1004],{},"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.",[11,1006,1007],{},"If anything blocks the import, the screen says so plainly and nothing can be written until you resolve it.",[11,1009,1010,1013],{},[15,1011,1012],{},"Consent."," Before you continue you choose the marketing consent to apply to imported clients — email, SMS, both, or neither — and confirm you have a lawful basis to hold and contact them. Nobody is silently opted in.",[32,1015,1017],{"id":1016},"import","Import",[11,1019,1020],{},"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.",[11,1022,1023],{},"The import runs in the background. You can leave the page and come back.",[27,1025,1027],{"id":1026},"reading-the-result","Reading the result",[11,1029,1030],{},"You get a per-entity breakdown of created, matched, skipped and errored, plus a downloadable report.",[442,1032,1033],{},[11,1034,1035,1036,1039],{},"A record count can legitimately be ",[15,1037,1038],{},"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.",[27,1041,1043],{"id":1042},"undoing-an-import","Undoing an import",[11,1045,1046,1049],{},[15,1047,1048],{},"Roll back"," deletes only the rows this import created. Rows that matched existing records are left untouched.",[1051,1052,1053],"caution",{},[11,1054,1055],{},"Rollback permanently deletes everything the import created and cannot itself be undone. If imported rows are already in use — an imported client with an appointment booked against them, for example — rollback is blocked and you're told exactly what is holding it.",[27,1057,1059],{"id":1058},"memberships-import-as-records-only","Memberships import as records only",[1051,1061,1062,1072],{},[11,1063,1064,1065,1068,1069],{},"Imported memberships are ",[15,1066,1067],{},"records only",". Auto-renew is off, no renewal date is set, and no redeemable credits are granted. ",[15,1070,1071],{},"No card is ever charged.",[11,1073,1074],{},"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.",[27,1076,1078],{"id":1077},"suggested-order","Suggested order",[11,1080,1081],{},"Although the importer handles dependencies itself, importing in stages makes problems easier to isolate:",[896,1083,1084,1086,1089,1093,1096,1098,1101,1105,1108,1112],{},[32,1085,80],{"id":243},[11,1087,1088],{},"The biggest file and the one everything else references. Check the matched-versus-created split carefully.",[32,1090,1092],{"id":1091},"services-and-products","Services and products",[11,1094,1095],{},"Your catalog. Review prices and durations after import.",[32,1097,90],{"id":273},[11,1099,1100],{},"Then set their working hours — imported team members won't appear on the calendar until they have hours.",[32,1102,1104],{"id":1103},"memberships-waitlist-and-stock","Memberships, waitlist and stock",[11,1106,1107],{},"Records only for memberships; see the warning above.",[32,1109,1111],{"id":1110},"appointments-and-sales","Appointments and sales",[11,1113,1114],{},"History last. These reference everything else, so import them once the rest is settled.",[27,1116,1118],{"id":1117},"after-the-import","After the import",[344,1120,1121,1126,1131,1138],{},[347,1122,1123,1124],{},"Set working hours for imported team members — ",[15,1125,70],{},[347,1127,1128,1129],{},"Review imported prices and durations — ",[15,1130,60],{},[347,1132,1133,1134],{},"Look for duplicate clients and merge them — see ",[107,1135,1137],{"href":1136},"\u002Fhelp\u002Fclients\u002Fadd-and-find-clients","Add, find, and merge clients",[347,1139,1140],{},"Re-collect payment details for anyone on a membership",{"title":170,"searchDepth":171,"depth":171,"links":1142},[1143,1147,1148,1154,1155,1156,1157,1164],{"id":820,"depth":171,"text":821,"children":1144},[1145,1146],{"id":824,"depth":176,"text":825},{"id":859,"depth":176,"text":860},{"id":866,"depth":171,"text":867},{"id":893,"depth":171,"text":894,"children":1149},[1150,1151,1152,1153],{"id":900,"depth":176,"text":901},{"id":910,"depth":176,"text":911},{"id":943,"depth":176,"text":944},{"id":1016,"depth":176,"text":1017},{"id":1026,"depth":171,"text":1027},{"id":1042,"depth":171,"text":1043},{"id":1058,"depth":171,"text":1059},{"id":1077,"depth":171,"text":1078,"children":1158},[1159,1160,1161,1162,1163],{"id":243,"depth":176,"text":80},{"id":1091,"depth":176,"text":1092},{"id":273,"depth":176,"text":90},{"id":1103,"depth":176,"text":1104},{"id":1110,"depth":176,"text":1111},{"id":1117,"depth":171,"text":1118},"Move clients, services, products, team, memberships and more — mapped column by column, de-duplicated, and reversible in one click.","i-lucide-upload",[],{},30,[199,1136,1171],"\u002Fhelp\u002Fretail\u002Fmemberships",{"title":804,"description":1165},"help\u002Fsettings\u002Fimport-your-data","xDD0qfc0ryBwYt_R5M6hJ92l3wL3GJTAiwp_6wdsssA",1790210903063]