[{"data":1,"prerenderedAt":1295},["ShallowReactive",2],{"help:\u002Fhelp\u002Fgetting-started\u002Fyour-day-in-workroom":3,"help-all-categories":202,"help-cat-articles:\u002Fhelp\u002Fgetting-started\u002Fyour-day-in-workroom":322,"help-related:\u002Fhelp\u002Fgetting-started\u002Fyour-day-in-workroom":323},{"id":4,"title":5,"audience":6,"body":7,"category":185,"description":186,"draft":187,"extension":188,"icon":189,"keywords":190,"meta":191,"navigation":192,"order":193,"path":194,"related":195,"seo":198,"stem":199,"updatedAt":200,"__hash__":201},"help\u002Fhelp\u002Fgetting-started\u002Fyour-day-in-workroom.md","Your day in Owneli","clinic",{"type":8,"value":9,"toc":167},"minimark",[10,18,23,32,35,39,42,45,48,52,55,68,71,75,86,96,100,111,115,118,122],[11,12,13,17],"p",{},[14,15,16],"strong",{},"Today"," is the first screen you open and the last one you check. It answers one question: what does this shift need from me right now?",[19,20,22],"h2",{"id":21},"clock-in","Clock in",[11,24,25,26,31],{},"The clock-in widget sits at the top. Tap it when you arrive and again when you leave. Those punches become your timesheet — see ",[27,28,30],"a",{"href":29},"\u002Fhelp\u002Fteam\u002Fshifts-timesheets-and-time-off","Shifts, timesheets and time off",".",[11,33,34],{},"If a shift is scheduled for you today, the widget shows it, so you can tell at a glance whether you're early, late, or on a day you weren't rostered.",[19,36,38],{"id":37},"todays-schedule","Today's schedule",[11,40,41],{},"Below the clock-in you'll see the day's appointments as a list — time, client, service, and the assigned provider.",[11,43,44],{},"What you see depends on your role. A provider on a staff-tier role sees their own column; a manager or admin sees the whole floor. That isn't a setting on this page — it's the data scope attached to your role.",[11,46,47],{},"Each row carries its arrival state, so you can tell who has arrived, who is mid-service, and who hasn't turned up. Tap a row to open the full appointment.",[19,49,51],{"id":50},"action-required","Action required",[11,53,54],{},"Anything waiting on a human decision surfaces here rather than in a badge you have to hunt for:",[56,57,58,62,65],"ul",{},[59,60,61],"li",{},"Notes and policies you haven't acknowledged yet",[59,63,64],{},"Forms sent to clients that are still outstanding",[59,66,67],{},"Time-off requests waiting on approval (if you approve them)",[11,69,70],{},"Clearing this section is the daily habit that keeps the rest of the app honest.",[19,72,74],{"id":73},"the-numbers","The numbers",[11,76,77,78,81,82,85],{},"An ",[14,79,80],{},"At a glance"," strip closes the page — forms awaiting completion, the completion rate, total clients, and this week's emails — next to a ",[14,83,84],{},"My tips"," card with today's and the period's tips, split cash and card. Like the schedule, what you see follows your role's data scope.",[87,88,89],"tip",{},[11,90,91,92,95],{},"The tiles are a pulse check, not a report. When you want to actually analyse something, go to ",[14,93,94],{},"Growth → Reports",", where every number can be filtered, compared to a previous period, and exported.",[19,97,99],{"id":98},"the-setup-checklist","The setup checklist",[11,101,102,103,106,107,31],{},"On a new business a ",[14,104,105],{},"Setup"," card sits at the top of Today until the required items are done. See ",[27,108,110],{"href":109},"\u002Fhelp\u002Fgetting-started\u002Fset-up-your-workspace","Set up your workspace",[19,112,114],{"id":113},"walk-ins","Walk-ins",[11,116,117],{},"If someone arrives without an appointment, there's a walk-in action right on Today — it opens a short drawer where you pick the service and provider and drop them onto the calendar without leaving the page.",[19,119,121],{"id":120},"the-rhythm-most-people-settle-into","The rhythm most people settle into",[123,124,125,129,132,136,139,143,146,150,157,161],"steps",{},[126,127,22],"h3",{"id":128},"clock-in-1",[11,130,131],{},"First thing on arrival, before anything else.",[126,133,135],{"id":134},"skim-the-schedule","Skim the schedule",[11,137,138],{},"Read the day top to bottom. Note the gaps and anyone flagged as a new client.",[126,140,142],{"id":141},"clear-action-required","Clear \"action required\"",[11,144,145],{},"Acknowledge notes and policies, chase outstanding forms.",[126,147,149],{"id":148},"work-from-the-calendar","Work from the Calendar",[11,151,152,153,156],{},"Once the day starts, ",[14,154,155],{},"Calendar"," is the surface you live on. Come back to Today at close.",[126,158,160],{"id":159},"close-out","Close out",[11,162,163,164,31],{},"Clock out, and if you handle cash, close and count the drawer under ",[14,165,166],{},"POS → Cash drawer",{"title":168,"searchDepth":169,"depth":169,"links":170},"",2,[171,172,173,174,175,176,177],{"id":21,"depth":169,"text":22},{"id":37,"depth":169,"text":38},{"id":50,"depth":169,"text":51},{"id":73,"depth":169,"text":74},{"id":98,"depth":169,"text":99},{"id":113,"depth":169,"text":114},{"id":120,"depth":169,"text":121,"children":178},[179,181,182,183,184],{"id":128,"depth":180,"text":22},3,{"id":134,"depth":180,"text":135},{"id":141,"depth":180,"text":142},{"id":148,"depth":180,"text":149},{"id":159,"depth":180,"text":160},"getting-started","What Today shows you, how clocking in works, and the order most people work the screen.",false,"md","i-lucide-sun",[],{},true,30,"\u002Fhelp\u002Fgetting-started\u002Fyour-day-in-workroom",[196,197,29],"\u002Fhelp\u002Fgetting-started\u002Fwelcome","\u002Fhelp\u002Fcalendar\u002Ffind-your-way-around",{"title":5,"description":186},"help\u002Fgetting-started\u002Fyour-day-in-workroom","2026-09-01","me2_vq38GhsoCNIZzgBqkr9gpifNz2X__EF72kAWJSo",[203,213,222,231,241,251,261,271,281,291,301,312],{"id":204,"title":205,"audience":6,"description":206,"extension":207,"icon":208,"meta":209,"order":210,"slug":185,"stem":211,"__hash__":212},"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":214,"title":215,"audience":6,"description":216,"extension":207,"icon":217,"meta":218,"order":169,"slug":219,"stem":220,"__hash__":221},"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":223,"title":224,"audience":6,"description":225,"extension":207,"icon":226,"meta":227,"order":180,"slug":228,"stem":229,"__hash__":230},"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":232,"title":233,"audience":6,"description":234,"extension":207,"icon":235,"meta":236,"order":237,"slug":238,"stem":239,"__hash__":240},"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":242,"title":243,"audience":6,"description":244,"extension":207,"icon":245,"meta":246,"order":247,"slug":248,"stem":249,"__hash__":250},"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":252,"title":253,"audience":6,"description":254,"extension":207,"icon":255,"meta":256,"order":257,"slug":258,"stem":259,"__hash__":260},"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":262,"title":263,"audience":6,"description":264,"extension":207,"icon":265,"meta":266,"order":267,"slug":268,"stem":269,"__hash__":270},"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":272,"title":273,"audience":6,"description":274,"extension":207,"icon":275,"meta":276,"order":277,"slug":278,"stem":279,"__hash__":280},"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":282,"title":283,"audience":6,"description":284,"extension":207,"icon":285,"meta":286,"order":287,"slug":288,"stem":289,"__hash__":290},"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":292,"title":293,"audience":6,"description":294,"extension":207,"icon":295,"meta":296,"order":297,"slug":298,"stem":299,"__hash__":300},"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":302,"title":303,"audience":304,"description":305,"extension":207,"icon":306,"meta":307,"order":308,"slug":309,"stem":310,"__hash__":311},"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":313,"title":314,"audience":304,"description":315,"extension":207,"icon":316,"meta":317,"order":318,"slug":319,"stem":320,"__hash__":321},"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",[],[324,596,917],{"id":325,"title":326,"audience":6,"body":327,"category":185,"description":589,"draft":187,"extension":188,"icon":208,"keywords":590,"meta":591,"navigation":192,"order":297,"path":196,"related":592,"seo":593,"stem":594,"updatedAt":200,"__hash__":595},"help\u002Fhelp\u002Fgetting-started\u002Fwelcome.md","Find your way around Owneli",{"type":8,"value":328,"toc":579},[329,332,336,339,357,360,364,367,436,457,459,464,467,471,474,488,492,495,499,512,516,519,565,572,576],[11,330,331],{},"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.",[19,333,335],{"id":334},"the-three-spines","The three spines",[11,337,338],{},"Three items sit at the top and are always one click away, whether the sidebar is expanded or collapsed to icons:",[56,340,341,346,351],{},[59,342,343,345],{},[14,344,16],{}," — 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.",[59,347,348,350],{},[14,349,155],{}," — every appointment, for every team member, on one grid.",[59,352,353,356],{},[14,354,355],{},"POS"," — sales. Ring up services, products, memberships, and gift cards, and close out the cash drawer.",[11,358,359],{},"These are the surfaces you open every working hour, so they never hide behind a menu.",[19,361,363],{"id":362},"the-five-groups","The five groups",[11,365,366],{},"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.",[368,369,370,383],"table",{},[371,372,373],"thead",{},[374,375,376,380],"tr",{},[377,378,379],"th",{},"Group",[377,381,382],{},"What's inside",[384,385,386,397,406,416,426],"tbody",{},[374,387,388,394],{},[389,390,391],"td",{},[14,392,393],{},"Clients",[389,395,396],{},"Clients, Messages, Submissions, Forms, Care Guides, Emails",[374,398,399,403],{},[389,400,401],{},[14,402,253],{},[389,404,405],{},"Services, Notes, Boards, Time off, Policies",[374,407,408,413],{},[389,409,410],{},[14,411,412],{},"Retail",[389,414,415],{},"Memberships, Packages, Gift cards, Discounts, Products, Reorder this week, Purchase orders, Vendors",[374,417,418,423],{},[389,419,420],{},[14,421,422],{},"Team",[389,424,425],{},"Team, Scheduling",[374,427,428,433],{},[389,429,430],{},[14,431,432],{},"Growth",[389,434,435],{},"Reports, Reviews, Campaigns, Automations, Loyalty",[437,438,439],"note",{},[11,440,441,442,444,445,448,449,452,453,456],{},"You may not see all of these. Every link is permission-gated, so the sidebar only ever shows what your role can actually open. ",[14,443,432],{}," and ",[14,446,447],{},"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 ",[14,450,451],{},"Settings → Menu",". A hidden page is still reachable by search and direct link, and ",[14,454,455],{},"Restore default"," brings the menu back.",[19,458,447],{"id":288},[11,460,461,463],{},[14,462,447],{}," 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.",[11,465,466],{},"The rule of thumb: if you'd open a page less than once a week, it's in Settings.",[19,468,470],{"id":469},"reading-the-sidebar","Reading the sidebar",[11,472,473],{},"Two small markers carry real meaning:",[56,475,476,482],{},[59,477,478,481],{},[14,479,480],{},"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.",[59,483,484,487],{},[14,485,486],{},"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.",[19,489,491],{"id":490},"collapsing-the-sidebar","Collapsing the sidebar",[11,493,494],{},"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.",[19,496,498],{"id":497},"on-a-phone","On a phone",[11,500,501,502,505,506,509,510,31],{},"Below tablet width there is no sidebar. Owneli becomes a tab-bar app: ",[14,503,504],{},"Today · Calendar · Sell · Clients · More"," along the bottom of the screen. The first four are the same spine surfaces; ",[14,507,508],{},"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 ",[14,511,508],{},[19,513,515],{"id":514},"the-top-bar","The top bar",[11,517,518],{},"Along the top of every page:",[56,520,521,536,542,548,554,559],{},[59,522,523,526,527,531,532,535],{},[14,524,525],{},"Search"," (or ",[528,529,530],"code",{},"⌘K"," \u002F ",[528,533,534],{},"Ctrl+K",") — jump to any client, appointment, or page.",[59,537,538,541],{},[14,539,540],{},"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.",[59,543,544,547],{},[14,545,546],{},"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.",[59,549,550,553],{},[14,551,552],{},"Language"," — English, Spanish, and French.",[59,555,556,31],{},[14,557,558],{},"Light\u002Fdark mode",[59,560,561,564],{},[14,562,563],{},"Notifications"," — the bell, with a red count when something is unread.",[87,566,567],{},[11,568,569,571],{},[528,570,530],{}," is the fastest way to move around once you know client names. It searches clients and pages together.",[19,573,575],{"id":574},"whats-next","What's next",[11,577,578],{},"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":168,"searchDepth":169,"depth":169,"links":580},[581,582,583,584,585,586,587,588],{"id":334,"depth":169,"text":335},{"id":362,"depth":169,"text":363},{"id":288,"depth":169,"text":447},{"id":469,"depth":169,"text":470},{"id":490,"depth":169,"text":491},{"id":497,"depth":169,"text":498},{"id":514,"depth":169,"text":515},{"id":574,"depth":169,"text":575},"A two-minute tour of the sidebar — the three spines, the five groups, and where configuration hides.",[],{},[109,194],{"title":326,"description":589},"help\u002Fgetting-started\u002Fwelcome","0Jmix1z5TVe5oMcNG76Kw93WvAzLH6qzoknkeUTTIQU",{"id":597,"title":598,"audience":6,"body":599,"category":219,"description":907,"draft":187,"extension":188,"icon":217,"keywords":908,"meta":909,"navigation":192,"order":297,"path":197,"related":910,"seo":913,"stem":914,"updatedAt":915,"__hash__":916},"help\u002Fhelp\u002Fcalendar\u002Ffind-your-way-around.md","Find your way around the calendar",{"type":8,"value":600,"toc":897},[601,604,608,611,693,703,711,715,735,739,742,745,799,802,806,813,817,823,852,855,861,865,868,872,875,890,894],[11,602,603],{},"The calendar is the surface most people spend the day on. It's one grid with several ways to look at it.",[19,605,607],{"id":606},"the-five-views","The five views",[11,609,610],{},"Switch views from the view selector in the toolbar. Your choice is remembered, so the calendar opens the way you left it.",[368,612,613,626],{},[371,614,615],{},[374,616,617,620,623],{},[377,618,619],{},"View",[377,621,622],{},"What it shows",[377,624,625],{},"Best for",[384,627,628,641,654,667,680],{},[374,629,630,635,638],{},[389,631,632],{},[14,633,634],{},"Day",[389,636,637],{},"One date, one column per team member",[389,639,640],{},"The front desk during service",[374,642,643,648,651],{},[389,644,645],{},[14,646,647],{},"3 day",[389,649,650],{},"Three consecutive dates",[389,652,653],{},"A short look-ahead without losing detail",[374,655,656,661,664],{},[389,657,658],{},[14,659,660],{},"Week",[389,662,663],{},"Seven dates",[389,665,666],{},"Planning and spotting gaps",[374,668,669,674,677],{},[389,670,671],{},[14,672,673],{},"Month",[389,675,676],{},"A month grid",[389,678,679],{},"Volume at a glance, long-range planning",[374,681,682,687,690],{},[389,683,684],{},[14,685,686],{},"Agenda",[389,688,689],{},"One date as a plain chronological list",[389,691,692],{},"Phones, and anyone who prefers a list to a grid",[11,694,695,697,698,444,700,702],{},[14,696,634],{}," is the only view that gives every team member their own column. In ",[14,699,647],{},[14,701,660],{}," the days become the columns instead.",[87,704,705],{},[11,706,707,708,710],{},"On a phone, ",[14,709,686],{}," is usually the view you want. A seven-column week grid on a 390px screen is a lot of pinching.",[19,712,714],{"id":713},"moving-through-time","Moving through time",[56,716,717,720,725,728],{},[59,718,719],{},"The date pill in the toolbar opens a two-month picker with quick jumps (\"In 1 week\", \"In 2 weeks\"). On phones it shows one month.",[59,721,722,724],{},[14,723,16],{}," snaps back to the current date.",[59,726,727],{},"The arrows step forward and back by whatever your current view spans.",[59,729,730,731,734],{},"A ",[14,732,733],{},"now"," line is drawn across the current time in day and week views. Use \"jump to now\" to scroll it into sight.",[19,736,738],{"id":737},"reading-a-block","Reading a block",[11,740,741],{},"Every appointment renders as a coloured block. The colour comes from the service, so a room full of the same treatment reads instantly.",[11,743,744],{},"Statuses have their own consistent palette across the whole app:",[368,746,747,757],{},[371,748,749],{},[374,750,751,754],{},[377,752,753],{},"Status",[377,755,756],{},"Colour",[384,758,759,767,775,783,791],{},[374,760,761,764],{},[389,762,763],{},"Scheduled",[389,765,766],{},"Amber",[374,768,769,772],{},[389,770,771],{},"Confirmed",[389,773,774],{},"Green",[374,776,777,780],{},[389,778,779],{},"Completed",[389,781,782],{},"Grey",[374,784,785,788],{},[389,786,787],{},"Cancelled",[389,789,790],{},"Rose",[374,792,793,796],{},[389,794,795],{},"No-show",[389,797,798],{},"Red",[11,800,801],{},"Hover a block on desktop and a preview card appears after a short delay — client, service, price — without opening anything. Click it to open the full appointment panel.",[19,803,805],{"id":804},"blocked-time","Blocked time",[11,807,808,809,31],{},"Time that isn't bookable — lunch, a break, training, someone's day off — renders as a hatched band rather than a block. See ",[27,810,812],{"href":811},"\u002Fhelp\u002Fcalendar\u002Fblock-time-and-the-waitlist","Block time and the waitlist",[19,814,816],{"id":815},"filtering","Filtering",[11,818,819,822],{},[14,820,821],{},"Filters"," in the toolbar opens a panel on the right. You can narrow the grid by:",[56,824,825,831,837,842,847],{},[59,826,827,830],{},[14,828,829],{},"Appointment status"," — scheduled, confirmed, completed, cancelled, no-show",[59,832,833,836],{},[14,834,835],{},"Booking channel"," — booked in the app, at the kiosk, through public online booking, or via the API",[59,838,839],{},[14,840,841],{},"Service",[59,843,844],{},[14,845,846],{},"Team member",[59,848,849],{},[14,850,851],{},"Client tag",[11,853,854],{},"The filter button carries a count of how many filters are active, so a filtered calendar never silently looks like an empty one.",[856,857,858],"warning",{},[11,859,860],{},"If the calendar looks emptier than it should, check the filter count before anything else. Filters persist as you move between dates.",[19,862,864],{"id":863},"focusing-on-one-person","Focusing on one person",[11,866,867],{},"Click a team member's name in the column header to scope the whole view to them. A chip appears in the toolbar — \"Nicole's Week ✕\" — and clicking the ✕ clears the focus. It's the fastest way to answer \"when is this person free?\"",[19,869,871],{"id":870},"nobody-appears-on-the-grid","Nobody appears on the grid",[11,873,874],{},"If a team member has no column, it's almost always one of three things:",[876,877,878,884,887],"ol",{},[59,879,880,881],{},"They have no working hours set — ",[14,882,883],{},"Team → Scheduling",[59,885,886],{},"They aren't marked as bookable on their team profile",[59,888,889],{},"A filter or a focus chip is hiding them",[19,891,893],{"id":892},"empty-space-is-clickable","Empty space is clickable",[11,895,896],{},"Clicking an empty slot on the grid opens a small menu at that exact time: add an appointment, book a group, or block the time. It pre-fills the date, time, and team member you clicked, which is quicker than opening a blank booking panel.",{"title":168,"searchDepth":169,"depth":169,"links":898},[899,900,901,902,903,904,905,906],{"id":606,"depth":169,"text":607},{"id":713,"depth":169,"text":714},{"id":737,"depth":169,"text":738},{"id":804,"depth":169,"text":805},{"id":815,"depth":169,"text":816},{"id":863,"depth":169,"text":864},{"id":870,"depth":169,"text":871},{"id":892,"depth":169,"text":893},"The five views, what the colours mean, and how to filter the grid down to what you actually need to see.",[],{},[911,912],"\u002Fhelp\u002Fcalendar\u002Fbook-an-appointment","\u002Fhelp\u002Fcalendar\u002Freschedule-cancel-and-no-shows",{"title":598,"description":907},"help\u002Fcalendar\u002Ffind-your-way-around","2026-07-26","dmnaim7XewRPYMV2J1Z7rdkK4wuxCi-RQvtL3DIf2kc",{"id":918,"title":919,"audience":6,"body":920,"category":268,"description":1286,"draft":187,"extension":188,"icon":1287,"keywords":1288,"meta":1289,"navigation":192,"order":297,"path":29,"related":1290,"seo":1292,"stem":1293,"updatedAt":200,"__hash__":1294},"help\u002Fhelp\u002Fteam\u002Fshifts-timesheets-and-time-off.md","Shifts, timesheets, and time off",{"type":8,"value":921,"toc":1270},[922,925,974,978,985,992,996,1003,1007,1013,1016,1042,1055,1058,1063,1067,1090,1094,1158,1161,1165,1168,1175,1179,1186,1189,1194,1197,1200,1225,1230,1233,1236,1240,1246,1250],[11,923,924],{},"Scheduling lives in three connected surfaces. Managing them needs the scheduling permission, which is deliberately separate from the ability to book appointments — you can grant \"runs the rota and signs off payroll\" without handing over the client calendar.",[368,926,927,937],{},[371,928,929],{},[374,930,931,934],{},[377,932,933],{},"Surface",[377,935,936],{},"What it is",[384,938,939,953,964],{},[374,940,941,950],{},[389,942,943,945,946,949],{},[14,944,883],{}," (the ",[14,947,948],{},"Availability"," tab)",[389,951,952],{},"The recurring weekly template — who normally works when",[374,954,955,961],{},[389,956,957,960],{},[14,958,959],{},"Shifts"," (Scheduled shifts)",[389,962,963],{},"Overrides for a specific week",[374,965,966,971],{},[389,967,968],{},[14,969,970],{},"Timesheets",[389,972,973],{},"What was actually worked, and payroll approval",[19,975,977],{"id":976},"working-hours-the-template","Working hours: the template",[11,979,980,981,984],{},"The template is the default pattern: a person's usual days and times, repeating every week. It's the single most important thing to get right, because ",[14,982,983],{},"without hours nobody appears as bookable on the calendar"," — the day grid stays empty even though staff exist.",[11,986,987,988,991],{},"Set each person's working days and times. A day can carry a ",[14,989,990],{},"split range"," — 9am–12pm, then 2pm–6pm after a break.",[126,993,995],{"id":994},"shift-templates","Shift templates",[11,997,998,999,1002],{},"Save a week you've built as a reusable ",[14,1000,1001],{},"shift template"," (\"Full-time M–F\", \"Weekends only\") and apply it to anyone's week. That turns setting up a new starter into two clicks.",[19,1004,1006],{"id":1005},"scheduled-shifts-overrides","Scheduled shifts: overrides",[11,1008,1009,1010,1012],{},"The ",[14,1011,959],{}," tab (Scheduled shifts) is the grid for changing one specific week without touching the template. Someone starting late on Tuesday, covering an extra Saturday, going home early on Friday.",[11,1014,1015],{},"Handy tools on the grid:",[56,1017,1018,1024,1030,1036],{},[59,1019,1020,1023],{},[14,1021,1022],{},"Copy week → next week"," — duplicate the overrides you've just built",[59,1025,1026,1029],{},[14,1027,1028],{},"Pull last week"," — bring last week's overrides forward",[59,1031,1032,1035],{},[14,1033,1034],{},"Copy Monday to all"," — fill a whole week from one day",[59,1037,1038,1041],{},[14,1039,1040],{},"Clear"," — remove a date's override and let the recurring template take over again",[437,1043,1044],{},[11,1045,1046,1047,1050,1051,1054],{},"Approved time off and fixed-date holidays are ",[14,1048,1049],{},"protected",". Copying or pulling a week leaves those days exactly as they are, and tells you which days it left untouched and why. Time off is managed through ",[14,1052,1053],{},"Time off",", not by editing the shift grid.",[19,1056,970],{"id":1057},"timesheets",[11,1059,1060,1062],{},[14,1061,970],{}," holds clock-in records, paid hours, and approvals.",[126,1064,1066],{"id":1065},"how-a-timesheet-is-created","How a timesheet is created",[56,1068,1069,1078,1084],{},[59,1070,1071,1074,1075,1077],{},[14,1072,1073],{},"Clock"," — someone clocked in and out from the widget on ",[14,1076,16],{},". This is the normal case.",[59,1079,1080,1083],{},[14,1081,1082],{},"Manual"," — added by a manager, for a missed punch",[59,1085,1086,1089],{},[14,1087,1088],{},"Auto"," — filled in automatically for a scheduled shift with no punch",[126,1091,1093],{"id":1092},"states","States",[368,1095,1096,1106],{},[371,1097,1098],{},[374,1099,1100,1103],{},[377,1101,1102],{},"State",[377,1104,1105],{},"Meaning",[384,1107,1108,1118,1128,1138,1148],{},[374,1109,1110,1115],{},[389,1111,1112],{},[14,1113,1114],{},"Clocked in",[389,1116,1117],{},"Live, still running",[374,1119,1120,1125],{},[389,1121,1122],{},[14,1123,1124],{},"Clocked out",[389,1126,1127],{},"Finished, not yet reviewed",[374,1129,1130,1135],{},[389,1131,1132],{},[14,1133,1134],{},"Edited",[389,1136,1137],{},"Adjusted by a manager after the fact",[374,1139,1140,1145],{},[389,1141,1142],{},[14,1143,1144],{},"Approved",[389,1146,1147],{},"Signed off and locked for payroll",[374,1149,1150,1155],{},[389,1151,1152],{},[14,1153,1154],{},"Voided",[389,1156,1157],{},"Discarded",[11,1159,1160],{},"Click a row to open its detail drawer — clock in\u002Fout, breaks, and the raw versus paid minutes. Breaks can be paid or unpaid, and the paid-minutes figure reflects that.",[126,1162,1164],{"id":1163},"approving-a-week","Approving a week",[11,1166,1167],{},"Approve a week to lock it for payroll. Everything approved is what the payroll report is built from, so approval is the moment the hours become authoritative rather than provisional.",[11,1169,1170,1171,1174],{},"Payroll settings — pay period, rounding, break rules — sit behind ",[14,1172,1173],{},"Payroll settings"," on the same page.",[126,1176,1178],{"id":1177},"staff-view","Staff view",[11,1180,1181,1182,1185],{},"Staff can't open the team timesheet page. They see their own worked hours under ",[14,1183,1184],{},"My hours",", which reads the same records self-scoped to them.",[19,1187,1053],{"id":1188},"time-off",[11,1190,1191],{},[14,1192,1193],{},"Operations → Time off",[11,1195,1196],{},"Anyone can request time off. Managers and admins approve or deny, with an optional note back to the requester.",[11,1198,1199],{},"The page shows four figures for the year:",[56,1201,1202,1208,1213,1219],{},[59,1203,1204,1207],{},[14,1205,1206],{},"Allotted"," — days available",[59,1209,1210,1212],{},[14,1211,1144],{}," — booked",[59,1214,1215,1218],{},[14,1216,1217],{},"Pending"," — awaiting review",[59,1220,1221,1224],{},[14,1222,1223],{},"Remaining"," — still available",[437,1226,1227],{},[11,1228,1229],{},"Only paid vacation counts against the balance. Sick days, personal days, unpaid leave and other types are tracked separately, so a run of sick days doesn't quietly eat someone's holiday.",[11,1231,1232],{},"When you review a request, Owneli tells you who else is already off in that window — the thing you actually need to know before approving.",[11,1234,1235],{},"Approving blocks those dates on the calendar automatically. A pending-approval count shows on the sidebar so requests don't sit unseen.",[126,1237,1239],{"id":1238},"configuring-it","Configuring it",[11,1241,1242,1245],{},[14,1243,1244],{},"Settings → Time off & notifications"," sets which days count as working days (default Monday to Friday), which request types staff can pick, and who receives time-off request emails. Leave the approver list empty to notify every admin and owner.",[19,1247,1249],{"id":1248},"reporting","Reporting",[56,1251,1252,1258,1264],{},[59,1253,1254,1257],{},[14,1255,1256],{},"Growth → Reports → Working hours"," — scheduled versus worked",[59,1259,1260,1263],{},[14,1261,1262],{},"Growth → Reports → Payroll & commission"," — the pay run, hours with tips",[59,1265,1266,1269],{},[14,1267,1268],{},"Growth → Reports → Wages"," — labour cost against revenue",{"title":168,"searchDepth":169,"depth":169,"links":1271},[1272,1275,1276,1282,1285],{"id":976,"depth":169,"text":977,"children":1273},[1274],{"id":994,"depth":180,"text":995},{"id":1005,"depth":169,"text":1006},{"id":1057,"depth":169,"text":970,"children":1277},[1278,1279,1280,1281],{"id":1065,"depth":180,"text":1066},{"id":1092,"depth":180,"text":1093},{"id":1163,"depth":180,"text":1164},{"id":1177,"depth":180,"text":1178},{"id":1188,"depth":169,"text":1053,"children":1283},[1284],{"id":1238,"depth":180,"text":1239},{"id":1248,"depth":169,"text":1249},"Set the weekly template, override a single week, approve worked hours for payroll, and handle holiday requests.","i-lucide-calendar-clock",[],{},[194,1291],"\u002Fhelp\u002Fsettings\u002Froles-and-permissions",{"title":919,"description":1286},"help\u002Fteam\u002Fshifts-timesheets-and-time-off","fnqDFo33exT5C29WcudFuQDiKxl_Mo-F28TvSTdhZsk",1790218958904]