Everything in Owneli is reachable from one short sidebar. Learn its shape once and you can open any page in one or two clicks.
The sidebar at a glance
From top to bottom:
| Part | What's in it |
|---|---|
| Today | Your home: clock in, today's schedule, anything that needs action, and the day's numbers. |
| Calendar | Every appointment, for every team member, on one grid. |
| Point of sale | Sell services, products, memberships and gift cards, and run the cash drawer. |
| Clients | Clients, Messages, Submissions, Forms, Care Guides, Emails. |
| Operations | Services, Notes, Planner (once the free Planner add-on is on), Time off, Policies, Incidents. |
| Retail | Memberships, Packages, Discounts, Products, Inventory, Purchase orders, Vendors. Under Sold items: Memberships sold, Packages sold, Gift cards sold, Product orders. |
| Growth | Reports, Reviews, Campaigns, Automations, Loyalty. |
| Team | Team, Scheduling. |
| Add-ons | The extras your business can switch on, such as Planner. For admins and owners. |
| Settings | Everything you set up once: business details, locations, booking rules, payments, roles, and more. |
Today, Calendar and Point of sale are always one click away. The five groups in the middle open like drawers: select a group's name to show its pages. The group that holds the page you're on opens by itself.
Reading the sidebar
- An eye icon beside a link means View only: you can read the page but not change anything.
- A number beside a link counts things waiting on you, such as unread client messages, notes to sign, or time-off requests to approve. When a group is closed, its numbers add up on the group's name.
Settings
Settings is for admins. It opens on an overview: a search that finds a setting by what it does ("no-show fee", "tax"), anything that needs your attention, and six areas, each showing how its settings are set right now. Open an area and its settings are listed down the left:
| Area | What you set there |
|---|---|
| Business | Business details, Locations, Region & formats, Goals & digest |
| Booking | Booking rules, Online booking, Closed periods, Cancellation reasons, Blocked time types, Status labels, Rooms & equipment, Kiosk devices |
| Payments & selling | Card payments, Payment policy, Tips, Tax rates, Smart pricing, Online store, Petty cash |
| Clients & messages | Texting & calls, Marketing guardrails, Reviews |
| Team & access | Team members, Roles, Security & AI, Time off & notifications, Payroll, Accountants |
| Plan & data | Billing, Add-ons, Import, Data & privacy, Audit log |
| Just you | Profile, Language, Menu |
Below each area's list are links to related pages that live elsewhere in Owneli, such as Services, Working hours, Discounts and Email templates.
Everyone, admin or not, can open Settings from the account menu (your name or initials at the foot of the sidebar, or your initials in the top bar on a phone) to change their own Profile, Language and Menu.
Hide pages you don't use
Open your menu settings
Open the account menu, select Settings, then select Menu.
Choose what to show
Turn off any page you never open. Pages marked Always visible can't be hidden.
Undo it any time
Select Restore default to bring every page back.
This only changes your own sidebar. A hidden page still opens from search or a direct link. A small business also starts with a few pages hidden, marked Hidden: not usually needed for a business your size.
Expand or collapse the sidebar
On a computer, the sidebar starts collapsed to a column of icons. Select a group's icon to open its pages beside it, or hover over an icon to see its name. To show the full sidebar, select the small chevron on its right edge. Owneli remembers your choice on this device.
On a phone
There's no sidebar on a phone. A tab bar runs along the bottom: Today, Calendar, Sell, Clients and More. More lists every other page, with a Find a page search at the top.
If an article names a sidebar page you can't see on your phone, look under More.
The top bar
The bar along the top of every page carries:
- The business and location switchers, which show where you're working. Select one to switch, when you belong to more than one business or work at more than one location.
- Setup, a progress ring, for owners and admins while setup steps are left and the sidebar is collapsed. Select it to see what's next. With the sidebar open, the same ring sits at its foot as Finish setup.
- Send: send a form, a care guide or an email to a client from any page.
- Ask Oryx, the sparkles button, for admins and owners when the business uses Oryx. Press
Ctrl+J(Windows) or⌘J(Mac) to open it from anywhere. See Meet Oryx, your AI assistant. - Language and dark mode.
- Notifications: the bell, with a count when something is unread.
To search, select Search at the top of the sidebar, or press Ctrl+K (Windows) or ⌘K (Mac) on any page. With the sidebar collapsed, or on a phone, the search button moves to the top bar. Select the Owneli logo to go back to Today.
On a phone the top bar is a slim strip with only what you need from anywhere: the location (when you have a choice), search, Oryx, notifications and your initials. Send, language and dark mode aren't there.
The account menu
Your name at the foot of the sidebar (your initials when it's collapsed, or in the top bar on a phone) opens the account menu:
- Ask Oryx, when Oryx is on for you.
- My profile, Settings, Help centre and Contact Owneli support.
- Notifications, a switch for notifications on this device.
- System status, for admins.
- Install app, when this browser can install Owneli. See Install Owneli on your phone.
- Expand sidebar or Collapse sidebar, on a computer.
- Sign out.
On a phone, Language is here too, and Switch business when you belong to more than one business.
Common questions
Where did Reports go?
Reports is the first page in the Growth group of the sidebar. If you don't see it, your role doesn't include reports.
A page I need isn't in my sidebar
Either your role can't open it, or it's hidden in your menu. Check Settings → Just you → Menu first and select Restore default. If it's still missing, ask an admin to add it to your role.
Where is the cash drawer?
Open Point of sale, then the Cash drawer tab.