[{"data":1,"prerenderedAt":1015},["ShallowReactive",2],{"help:\u002Fhelp\u002Fgetting-started\u002Fswitch-between-locations":3,"help-all-categories":143,"help-cat-articles:\u002Fhelp\u002Fgetting-started\u002Fswitch-between-locations":263,"help-related:\u002Fhelp\u002Fgetting-started\u002Fswitch-between-locations":264},{"id":4,"title":5,"audience":6,"body":7,"category":120,"description":121,"draft":122,"extension":123,"icon":124,"keywords":125,"meta":132,"navigation":133,"order":134,"path":135,"related":136,"seo":139,"stem":140,"updatedAt":141,"__hash__":142},"help\u002Fhelp\u002Fgetting-started\u002Fswitch-between-locations.md","Switch between locations","clinic",{"type":8,"value":9,"toc":107},"minimark",[10,14,19,22,26,33,40,44,47,63,66,72,76,81,87,91,94,98],[11,12,13],"p",{},"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.",[15,16,18],"h2",{"id":17},"how-do-i-change-which-location-im-viewing","How do I change which location I'm viewing?",[11,20,21],{},"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.",[15,23,25],{"id":24},"all-locations","All locations",[11,27,28,29,32],{},"Admins and managers get an extra ",[30,31,25],"strong",{}," option that rolls every site into one view — useful on reports and lists when you want business-wide numbers.",[11,34,35,36,39],{},"The ",[30,37,38],{},"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.",[15,41,43],{"id":42},"what-is-location-scoped-vs-shared","What is location-scoped vs shared",[11,45,46],{},"Not everything filters by location, and that's deliberate:",[48,49,50,57],"ul",{},[51,52,53,56],"li",{},[30,54,55],{},"Location-scoped:"," appointments and the calendar, sales and the cash drawer, stock levels, shifts.",[51,58,59,62],{},[30,60,61],{},"Shared across the business (org-global):"," clients, form templates, email templates, policies, services and products (the catalog), your team.",[11,64,65],{},"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\".",[67,68,69],"tip",{},[11,70,71],{},"If a number on a report looks wrong, check the location pill first. \"Missing\" sales are very often just sales at the other site.",[15,73,75],{"id":74},"common-questions","Common questions",[77,78,80],"h3",{"id":79},"why-cant-i-pick-all-locations-on-the-calendar","Why can't I pick \"All locations\" on the calendar?",[11,82,83,84,86],{},"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 ",[30,85,25],{}," option.",[77,88,90],{"id":89},"why-dont-i-see-the-location-switcher-at-all","Why don't I see the location switcher at all?",[11,92,93],{},"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.",[77,95,97],{"id":96},"do-clients-belong-to-a-location","Do clients belong to a location?",[11,99,100,101,106],{},"No — clients are shared across the whole business. The client directory shows everyone by default, with an optional location filter. See ",[102,103,105],"a",{"href":104},"\u002Fhelp\u002Fclients\u002Fclient-tags-and-filters","Client tags and filters",".",{"title":108,"searchDepth":109,"depth":109,"links":110},"",2,[111,112,113,114],{"id":17,"depth":109,"text":18},{"id":24,"depth":109,"text":25},{"id":42,"depth":109,"text":43},{"id":74,"depth":109,"text":75,"children":115},[116,118,119],{"id":79,"depth":117,"text":80},3,{"id":89,"depth":117,"text":90},{"id":96,"depth":117,"text":97},"getting-started","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.",false,"md","i-lucide-map-pin",[126,127,128,129,130,131],"switch location","change branch","all locations view","multi location salon","location filter","sales missing from report",{},true,70,"\u002Fhelp\u002Fgetting-started\u002Fswitch-between-locations",[137,138],"\u002Fhelp\u002Fsettings\u002Fmultiple-locations","\u002Fhelp\u002Fclients\u002Fadd-and-find-clients",{"title":5,"description":121},"help\u002Fgetting-started\u002Fswitch-between-locations","2026-08-14","tzbPLzhkkdIY28Rz_PhWYJ9KMyOZ1AQHTENWoIs1TcQ",[144,154,163,172,182,192,202,212,222,232,242,253],{"id":145,"title":146,"audience":6,"description":147,"extension":148,"icon":149,"meta":150,"order":151,"slug":120,"stem":152,"__hash__":153},"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":155,"title":156,"audience":6,"description":157,"extension":148,"icon":158,"meta":159,"order":109,"slug":160,"stem":161,"__hash__":162},"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":164,"title":165,"audience":6,"description":166,"extension":148,"icon":167,"meta":168,"order":117,"slug":169,"stem":170,"__hash__":171},"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":173,"title":174,"audience":6,"description":175,"extension":148,"icon":176,"meta":177,"order":178,"slug":179,"stem":180,"__hash__":181},"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":183,"title":184,"audience":6,"description":185,"extension":148,"icon":186,"meta":187,"order":188,"slug":189,"stem":190,"__hash__":191},"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":193,"title":194,"audience":6,"description":195,"extension":148,"icon":196,"meta":197,"order":198,"slug":199,"stem":200,"__hash__":201},"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":203,"title":204,"audience":6,"description":205,"extension":148,"icon":206,"meta":207,"order":208,"slug":209,"stem":210,"__hash__":211},"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":213,"title":214,"audience":6,"description":215,"extension":148,"icon":216,"meta":217,"order":218,"slug":219,"stem":220,"__hash__":221},"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":223,"title":224,"audience":6,"description":225,"extension":148,"icon":226,"meta":227,"order":228,"slug":229,"stem":230,"__hash__":231},"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":233,"title":234,"audience":6,"description":235,"extension":148,"icon":236,"meta":237,"order":238,"slug":239,"stem":240,"__hash__":241},"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":243,"title":244,"audience":245,"description":246,"extension":148,"icon":247,"meta":248,"order":249,"slug":250,"stem":251,"__hash__":252},"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":254,"title":255,"audience":245,"description":256,"extension":148,"icon":257,"meta":258,"order":259,"slug":260,"stem":261,"__hash__":262},"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",[],[265,676],{"id":266,"title":267,"audience":6,"body":268,"category":229,"description":665,"draft":122,"extension":123,"icon":124,"keywords":666,"meta":667,"navigation":133,"order":668,"path":137,"related":669,"seo":672,"stem":673,"updatedAt":674,"__hash__":675},"help\u002Fhelp\u002Fsettings\u002Fmultiple-locations.md","Working with multiple locations",{"type":8,"value":269,"toc":652},[270,275,278,281,285,292,295,301,303,309,313,421,425,516,525,529,535,559,563,566,577,587,591,594,598,607,611,622,626,629,632,646],[11,271,272],{},[30,273,274],{},"Settings → Locations",[11,276,277],{},"A location is a place you operate from: its own address, timezone, opening hours, contact details, team, and service menu.",[11,279,280],{},"Clients pick a location first when booking online, and services, prices, team and receipts all scope to it.",[15,282,284],{"id":283},"the-location-switcher","The location switcher",[11,286,287,288,291],{},"The switcher sits in the top bar, next to the organisation switcher. It sets your ",[30,289,290],{},"active location"," — the lens the whole app is looking through.",[11,293,294],{},"Your choice persists across reloads and devices, so you come back to the site you actually work at.",[296,297,298],"warning",{},[11,299,300],{},"If the calendar, stock levels or takings look wrong, check the switcher first. Nine times out of ten the data is correct and you're looking at the wrong site.",[77,302,25],{"id":24},[11,304,305,306,308],{},"Users with the right permission also get an ",[30,307,25],{}," option — a rollup that shows the whole business at once. It's for owners and area managers; a front-desk role is normally pinned to their site.",[15,310,312],{"id":311},"what-is-scoped-to-a-location","What is scoped to a location",[314,315,316,329],"table",{},[317,318,319],"thead",{},[320,321,322,326],"tr",{},[323,324,325],"th",{},"Thing",[323,327,328],{},"Scoping",[330,331,332,343,352,362,372,382,392,401,411],"tbody",{},[320,333,334,340],{},[335,336,337],"td",{},[30,338,339],{},"Appointments",[335,341,342],{},"Per location",[320,344,345,350],{},[335,346,347],{},[30,348,349],{},"Working hours and shifts",[335,351,342],{},[320,353,354,359],{},[335,355,356],{},[30,357,358],{},"Stock on hand",[335,360,361],{},"Per location — the same product has its own count at each site",[320,363,364,369],{},[335,365,366],{},[30,367,368],{},"Service menu and prices",[335,370,371],{},"Per location, via the service matrix. Empty price cells inherit the base price.",[320,373,374,379],{},[335,375,376],{},[30,377,378],{},"Payment policy",[335,380,381],{},"Optionally per location. A location with its own policy replaces the business one entirely.",[320,383,384,389],{},[335,385,386],{},[30,387,388],{},"Online booking rules",[335,390,391],{},"Per location, overriding the business defaults",[320,393,394,399],{},[335,395,396],{},[30,397,398],{},"Cash drawer sessions",[335,400,342],{},[320,402,403,408],{},[335,404,405],{},[30,406,407],{},"Sales and receipts",[335,409,410],{},"Recorded against the location they happened at",[320,412,413,418],{},[335,414,415],{},[30,416,417],{},"Public venue page",[335,419,420],{},"One per location",[15,422,424],{"id":423},"what-is-shared-across-the-business","What is shared across the business",[314,426,427,435],{},[317,428,429],{},[320,430,431,433],{},[323,432,325],{},[323,434,328],{},[330,436,437,447,457,467,477,487,497,506],{},[320,438,439,444],{},[335,440,441],{},[30,442,443],{},"Clients",[335,445,446],{},"Business-wide. One person, one record, wherever they visit.",[320,448,449,454],{},[335,450,451],{},[30,452,453],{},"Product catalog",[335,455,456],{},"Business-wide definitions; only the quantities are per location.",[320,458,459,464],{},[335,460,461],{},[30,462,463],{},"Services",[335,465,466],{},"Business-wide definitions; availability and price are per location.",[320,468,469,474],{},[335,470,471],{},[30,472,473],{},"Memberships, packages, gift cards",[335,475,476],{},"Business-wide, so a client can redeem where they like",[320,478,479,484],{},[335,480,481],{},[30,482,483],{},"Team members",[335,485,486],{},"Business-wide, with a primary location each",[320,488,489,494],{},[335,490,491],{},[30,492,493],{},"Forms, notes, policies, boards",[335,495,496],{},"Business-wide",[320,498,499,504],{},[335,500,501],{},[30,502,503],{},"Roles and permissions",[335,505,496],{},[320,507,508,513],{},[335,509,510],{},[30,511,512],{},"Tax rates",[335,514,515],{},"Applied across all locations, with per-service overrides",[517,518,519,522],"note",{},[11,520,521],{},"Clients being business-wide is deliberate. Someone who has a facial at your north site and a peel at the south site is one client with one history, not two half-histories.",[11,523,524],{},"The client directory does offer a location filter when you specifically want to see who books where.",[15,526,528],{"id":527},"adding-a-location","Adding a location",[11,530,531,534],{},[30,532,533],{},"Settings → Business setup → Add location."," Then set:",[48,536,537,540,547,553,556],{},[51,538,539],{},"Name, description, and business types",[51,541,542,543,546],{},"Address — or mark it as ",[30,544,545],{},"mobile and online services only"," if there's no premises",[51,548,549,552],{},[30,550,551],{},"Timezone"," — set this carefully, it drives every time the calendar and emails display",[51,554,555],{},"Opening hours",[51,557,558],{},"Location email and phone",[15,560,562],{"id":561},"publishing-a-location","Publishing a location",[11,564,565],{},"Each location has its own public profile at a readable URL, plus its own booking link.",[11,567,568,569,572,573,576],{},"A location is either ",[30,570,571],{},"Listed"," — publicly visible and bookable — or ",[30,574,575],{},"Unlisted",". Publishing runs a checklist first; if something required is missing, publishing is blocked and the checklist tells you what to finish.",[11,578,579,582,583,586],{},[30,580,581],{},"Copy booking link"," and ",[30,584,585],{},"Copy profile link"," give you the URLs to put on your website and socials.",[15,588,590],{"id":589},"setting-the-primary-location","Setting the primary location",[11,592,593],{},"One location is the business primary. It's the default for anything that has to pick one when no location is specified.",[15,595,597],{"id":596},"archiving-a-location","Archiving a location",[296,599,600],{},[11,601,602,603,606],{},"Archiving keeps the location's history intact but removes it from the switcher, from booking, and from new activity. ",[30,604,605],{},"Team members assigned there will need a new location."," Reassign people before you archive, not after.",[15,608,610],{"id":609},"moving-stock-between-sites","Moving stock between sites",[11,612,613,614,617,618,106],{},"Use ",[30,615,616],{},"Retail → Products → Transfers",". Stock leaves the source when the transfer is sent and arrives at the destination when it's received — see ",[102,619,621],{"href":620},"\u002Fhelp\u002Fretail\u002Fproducts-and-stock","Products and stock",[15,623,625],{"id":624},"reporting-across-locations","Reporting across locations",[11,627,628],{},"Most reports carry a location filter, and it lives in the URL alongside the date range.",[11,630,631],{},"Two reports are built specifically for multi-site businesses:",[48,633,634,640],{},[51,635,636,639],{},[30,637,638],{},"Location analytics"," — the picture per site",[51,641,642,645],{},[30,643,644],{},"Performance by location"," — revenue, appointment volume and active staff, side by side",[11,647,648,651],{},[30,649,650],{},"Cross-location redemptions"," shows where memberships, packages and gift cards sold at one site are being redeemed at another — the number to watch if sites are settled against each other.",{"title":108,"searchDepth":109,"depth":109,"links":653},[654,657,658,659,660,661,662,663,664],{"id":283,"depth":109,"text":284,"children":655},[656],{"id":24,"depth":117,"text":25},{"id":311,"depth":109,"text":312},{"id":423,"depth":109,"text":424},{"id":527,"depth":109,"text":528},{"id":561,"depth":109,"text":562},{"id":589,"depth":109,"text":590},{"id":596,"depth":109,"text":597},{"id":609,"depth":109,"text":610},{"id":624,"depth":109,"text":625},"Switch between sites, understand what is scoped to a location and what is shared across the business, and read the all-locations rollup.",[],{},40,[670,620,671],"\u002Fhelp\u002Fsettings\u002Fservices-and-pricing","\u002Fhelp\u002Fgrowth\u002Ffind-and-read-a-report",{"title":267,"description":665},"help\u002Fsettings\u002Fmultiple-locations","2026-09-01","2IsNHOIrxfxhTLalhE84qR-rs14tynKlg3KLTrjnjN8",{"id":677,"title":678,"audience":6,"body":679,"category":179,"description":1006,"draft":122,"extension":123,"icon":1007,"keywords":1008,"meta":1009,"navigation":133,"order":238,"path":138,"related":1010,"seo":1012,"stem":1013,"updatedAt":674,"__hash__":1014},"help\u002Fhelp\u002Fclients\u002Fadd-and-find-clients.md","Add, find, and merge clients",{"type":8,"value":680,"toc":996},[681,685,692,695,701,707,713,719,724,727,731,736,748,753,756,760,774,777,781,784,801,804,810,813,819,823,826,833,838,842,853,857,860,993],[15,682,684],{"id":683},"add-a-client","Add a client",[11,686,687,688,691],{},"The add-client overlay opens from anywhere — ",[30,689,690],{},"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.",[11,693,694],{},"Only a name is really needed to get started; everything else can be filled in later.",[11,696,697,700],{},[30,698,699],{},"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.",[11,702,703,706],{},[30,704,705],{},"Address"," — street, apartment or unit, city, region, postcode, country.",[11,708,709,712],{},[30,710,711],{},"Additional contact"," — a second email and phone for clients who use one address for booking and another for billing.",[11,714,715,718],{},[30,716,717],{},"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.",[296,720,721],{},[11,722,723],{},"Marketing consent is separate from appointment notifications, and it is never granted silently. Turning on appointment SMS is not permission to send campaigns.",[11,725,726],{},"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.",[15,728,730],{"id":729},"find-a-client","Find a client",[11,732,733,735],{},[30,734,443],{}," is the directory. Search matches name, email and phone. The list shows last visit, lifetime value, and tags at a glance.",[11,737,738,739,743,744,747],{},"Faster still: ",[740,741,742],"code",{},"⌘K"," \u002F ",[740,745,746],{},"Ctrl+K"," searches clients from any page in the app.",[517,749,750],{},[11,751,752],{},"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.",[11,754,755],{},"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.",[15,757,759],{"id":758},"tags","Tags",[11,761,762,763,766,767,766,770,773],{},"Tags are how you segment: ",[740,764,765],{},"VIP",", ",[740,768,769],{},"patch-test-due",[740,771,772],{},"referred-by-staff",", whatever your business needs.",[11,775,776],{},"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.",[15,778,780],{"id":779},"bulk-actions","Bulk actions",[11,782,783],{},"Select clients with the checkboxes and act on all of them at once:",[48,785,786,789,792,795,798],{},[51,787,788],{},"Send a form",[51,790,791],{},"Add to a campaign",[51,793,794],{},"Add or remove a tag",[51,796,797],{},"Export",[51,799,800],{},"Delete",[11,802,803],{},"Your selection survives changing the search and filters, so you can search, select, search again, select more, then act.",[805,806,807],"caution",{},[11,808,809],{},"Deleting a client can't be undone. Almost always, merging or archiving is what you actually want.",[15,811,797],{"id":812},"export",[11,814,815,818],{},[30,816,817],{},"Export clients"," downloads the directory as a CSV, honouring your current filters.",[15,820,822],{"id":821},"merge-duplicates","Merge duplicates",[11,824,825],{},"Two records for the same person — one from an import, one created at the desk — split their history in half. Merging fixes it.",[11,827,828,829,832],{},"Open the client you want to keep, then ",[30,830,831],{},"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.",[296,834,835],{},[11,836,837],{},"Merging is not reversible from the interface. Confirm you have the right two records — check email, phone, and last visit — before you commit.",[15,839,841],{"id":840},"bringing-a-list-in-from-elsewhere","Bringing a list in from elsewhere",[11,843,844,845,848,849,106],{},"Don't type them. ",[30,846,847],{},"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 ",[102,850,852],{"href":851},"\u002Fhelp\u002Fsettings\u002Fimport-your-data","Import your data",[15,854,856],{"id":855},"whats-on-a-clients-profile","What's on a client's profile",[11,858,859],{},"Clicking a client opens their panel — a slide-in with everything about them, tabbed:",[314,861,862,872],{},[317,863,864],{},[320,865,866,869],{},[323,867,868],{},"Tab",[323,870,871],{},"What's there",[330,873,874,884,894,904,913,923,933,943,953,963,973,983],{},[320,875,876,881],{},[335,877,878],{},[30,879,880],{},"Overview",[335,882,883],{},"The snapshot: next visit, recent activity, key figures",[320,885,886,891],{},[335,887,888],{},[30,889,890],{},"Activity",[335,892,893],{},"A chronological trail of everything that has happened",[320,895,896,901],{},[335,897,898],{},[30,899,900],{},"Messages",[335,902,903],{},"The two-way message thread with this client — the same thread as the inbox",[320,905,906,910],{},[335,907,908],{},[30,909,339],{},[335,911,912],{},"Past and upcoming visits",[320,914,915,920],{},[335,916,917],{},[30,918,919],{},"Sales",[335,921,922],{},"Every transaction, with a link into the full sale",[320,924,925,930],{},[335,926,927],{},[30,928,929],{},"Client details",[335,931,932],{},"The editable record — contact, address, preferences",[320,934,935,940],{},[335,936,937],{},[30,938,939],{},"Items",[335,941,942],{},"Memberships, packages and gift cards they hold",[320,944,945,950],{},[335,946,947],{},[30,948,949],{},"Documents",[335,951,952],{},"Completed forms and consents",[320,954,955,960],{},[335,956,957],{},[30,958,959],{},"Photos",[335,961,962],{},"Before-and-after clinical photos, on its own permission",[320,964,965,970],{},[335,966,967],{},[30,968,969],{},"Wallet",[335,971,972],{},"Store credit and saved cards",[320,974,975,980],{},[335,976,977],{},[30,978,979],{},"Loyalty",[335,981,982],{},"Points balance, tier, and reward history",[320,984,985,990],{},[335,986,987],{},[30,988,989],{},"Reviews",[335,991,992],{},"Reviews they've left",[11,994,995],{},"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":108,"searchDepth":109,"depth":109,"links":997},[998,999,1000,1001,1002,1003,1004,1005],{"id":683,"depth":109,"text":684},{"id":729,"depth":109,"text":730},{"id":758,"depth":109,"text":759},{"id":779,"depth":109,"text":780},{"id":812,"depth":109,"text":797},{"id":821,"depth":109,"text":822},{"id":840,"depth":109,"text":841},{"id":855,"depth":109,"text":856},"Create a client record, search the directory, work with tags, and combine duplicates without losing history.","i-lucide-user-plus",[],{},[1011,851],"\u002Fhelp\u002Fclients\u002Fsend-forms-and-consents",{"title":678,"description":1006},"help\u002Fclients\u002Fadd-and-find-clients","c75AVP3AqyKtVwVZvb0qJGuwyGbxTBXM1KOqrXUbPUQ",1790218958829]