[{"data":1,"prerenderedAt":1416},["ShallowReactive",2],{"help:\u002Fhelp\u002Fgrowth\u002Fautomations":3,"help-all-categories":377,"help-cat-articles:\u002Fhelp\u002Fgrowth\u002Fautomations":497,"help-related:\u002Fhelp\u002Fgrowth\u002Fautomations":498},{"id":4,"title":5,"audience":6,"body":7,"category":361,"description":362,"draft":363,"extension":364,"icon":365,"keywords":366,"meta":367,"navigation":368,"order":369,"path":370,"related":371,"seo":373,"stem":374,"updatedAt":375,"__hash__":376},"help\u002Fhelp\u002Fgrowth\u002Fautomations.md","Automations","clinic",{"type":8,"value":9,"toc":340},"minimark",[10,17,20,25,28,33,36,87,91,117,121,132,136,153,157,166,170,175,179,199,203,206,227,230,234,237,241,247,258,272,275,284,288,291,294,298,307,311,317,321,337],[11,12,13],"p",{},[14,15,16],"strong",{},"Growth → Automations",[11,18,19],{},"Automations are the messages that go out without anyone pressing send: reminders, confirmations, review requests, birthday notes. You configure them once.",[21,22,24],"h2",{"id":23},"the-catalogue","The catalogue",[11,26,27],{},"Automations are grouped by what they're for.",[29,30,32],"h3",{"id":31},"reminders","Reminders",[11,34,35],{},"Nudge clients before their visit so fewer no-show.",[37,38,39,52],"table",{},[40,41,42],"thead",{},[43,44,45,49],"tr",{},[46,47,48],"th",{},"Automation",[46,50,51],{},"Default",[53,54,55,66,78],"tbody",{},[43,56,57,63],{},[58,59,60],"td",{},[14,61,62],{},"48-hour reminder",[58,64,65],{},"Off",[43,67,68,73],{},[58,69,70],{},[14,71,72],{},"24-hour reminder",[58,74,75],{},[14,76,77],{},"On",[43,79,80,85],{},[58,81,82],{},[14,83,84],{},"3-hour reminder",[58,86,65],{},[29,88,90],{"id":89},"appointment-updates","Appointment updates",[11,92,93,94,97,98,97,101,97,104,97,107,97,110,97,113,116],{},"Keep clients in the loop as their booking changes: ",[14,95,96],{},"New appointment",", ",[14,99,100],{},"Rescheduled",[14,102,103],{},"Cancelled",[14,105,106],{},"No-show follow-up",[14,108,109],{},"Thank you for visiting",[14,111,112],{},"Thank you for tipping",[14,114,115],{},"Aftercare",".",[29,118,120],{"id":119},"feedback-reviews","Feedback & reviews",[11,122,123,126,127,116],{},[14,124,125],{},"Review request"," — see ",[128,129,131],"a",{"href":130},"\u002Fhelp\u002Fgrowth\u002Freviews","Collecting and managing reviews",[29,133,135],{"id":134},"increase-bookings","Increase bookings",[11,137,138,97,141,97,144,97,147,97,150,116],{},[14,139,140],{},"Rebook reminder",[14,142,143],{},"Expiring benefits",[14,145,146],{},"Birthday",[14,148,149],{},"Win-back",[14,151,152],{},"Reward loyal clients",[29,154,156],{"id":155},"waitlist-updates","Waitlist updates",[11,158,159,162,163,116],{},[14,160,161],{},"Added to waitlist"," and ",[14,164,165],{},"A slot opened up",[29,167,169],{"id":168},"milestones","Milestones",[11,171,172,116],{},[14,173,174],{},"Welcome new clients",[29,176,178],{"id":177},"client-loyalty","Client loyalty",[11,180,181,97,184,97,187,97,190,97,193,97,196,116],{},[14,182,183],{},"Points earned",[14,185,186],{},"New tier reached",[14,188,189],{},"Reward available",[14,191,192],{},"Referral friend booked",[14,194,195],{},"Referral reward available",[14,197,198],{},"Referred friend welcome",[21,200,202],{"id":201},"configuring-one","Configuring one",[11,204,205],{},"Open an automation from the catalogue and you can set:",[207,208,209,215,221],"ul",{},[210,211,212],"li",{},[14,213,214],{},"On or off",[210,216,217,220],{},[14,218,219],{},"Channels"," — email, SMS, or both. Not every automation is SMS-capable; the ones that are say so.",[210,222,223,226],{},[14,224,225],{},"The content"," — each automation has an email behind it, and the catalogue card previews what the message leads with",[11,228,229],{},"Roughly half the catalogue is on by default — the ones nearly every business wants, like the 24-hour reminder and the booking confirmation. The rest are opt-in.",[21,231,233],{"id":232},"per-appointment-overrides","Per-appointment overrides",[11,235,236],{},"Some automations can be overridden for a single booking, from the appointment's automations panel. Use it for the client who has explicitly asked not to be reminded, without turning reminders off for everyone.",[21,238,240],{"id":239},"quiet-hours","Quiet hours",[242,243,244],"note",{},[11,245,246],{},"A 2am appointment reminder is exactly as unwelcome as a 2am marketing text. Every client-facing send passes through the same quiet-hours gate.",[11,248,249,250,253,254,257],{},"Quiet hours are a local-time window during which messages are ",[14,251,252],{},"not"," sent. The default sendable window is ",[14,255,256],{},"9:00 to 20:00"," in your business's timezone.",[207,259,260,266],{},[210,261,262,265],{},[14,263,264],{},"SMS"," inside quiet hours is held by the queue.",[210,267,268,271],{},[14,269,270],{},"Email"," reminders and retention nudges have their scheduled time pushed forward, so they go out the moment the window reopens rather than overnight.",[11,273,274],{},"The window is resolved in your business's own timezone, never the server's, and a location can carry its own override.",[276,277,278],"warning",{},[11,279,280,281,283],{},"Transactional messages — a booking confirmation, a cancellation notice, a receipt — are ",[14,282,252],{}," deferred. Someone who books at 11pm gets their confirmation at 11pm, because a confirmation that arrives nine hours late is worse than one that arrives at a bad hour. Only reminders and marketing defer.",[21,285,287],{"id":286},"consent","Consent",[11,289,290],{},"Marketing consent is separate from appointment notifications, and both are per-client. Turning on appointment SMS for a client is not permission to send them campaigns.",[11,292,293],{},"Clients can opt out of appointment emails, appointment SMS, and birthday messages independently, from their profile or from their own account.",[21,295,297],{"id":296},"sms-costs","SMS costs",[11,299,300,301,303,304,116],{},"SMS is charged per segment against a messaging balance. If the balance runs out, SMS stops sending while email continues — check the balance shown at the top of ",[14,302,5],{},", or top up under ",[14,305,306],{},"Settings → Billing → Messaging wallet",[21,308,310],{"id":309},"history","History",[11,312,313,314,316],{},"Each automation has a ",[14,315,310],{}," view showing what actually fired and when, which is the fastest way to answer \"did the reminder go out?\" without guessing.",[21,318,320],{"id":319},"automations-versus-campaigns","Automations versus campaigns",[11,322,323,324,327,328,332,333,336],{},"An automation is ",[14,325,326],{},"triggered"," — it fires when something happens to one client. A ",[128,329,331],{"href":330},"\u002Fhelp\u002Fgrowth\u002Fcampaigns","campaign"," is ",[14,334,335],{},"broadcast"," — you choose an audience and a time, and it goes to all of them at once.",[11,338,339],{},"If your sentence has \"when\", it's an automation. If it has \"everyone who\", it's a campaign.",{"title":341,"searchDepth":342,"depth":342,"links":343},"",2,[344,354,355,356,357,358,359,360],{"id":23,"depth":342,"text":24,"children":345},[346,348,349,350,351,352,353],{"id":31,"depth":347,"text":32},3,{"id":89,"depth":347,"text":90},{"id":119,"depth":347,"text":120},{"id":134,"depth":347,"text":135},{"id":155,"depth":347,"text":156},{"id":168,"depth":347,"text":169},{"id":177,"depth":347,"text":178},{"id":201,"depth":342,"text":202},{"id":232,"depth":342,"text":233},{"id":239,"depth":342,"text":240},{"id":286,"depth":342,"text":287},{"id":296,"depth":342,"text":297},{"id":309,"depth":342,"text":310},{"id":319,"depth":342,"text":320},"growth","The messages Owneli sends on your behalf — what's in the catalogue, which are on by default, and how quiet hours protect your clients.",false,"md","i-lucide-zap",[],{},true,30,"\u002Fhelp\u002Fgrowth\u002Fautomations",[330,130,372],"\u002Fhelp\u002Fcalendar\u002Fbook-an-appointment",{"title":5,"description":362},"help\u002Fgrowth\u002Fautomations","2026-09-01","6qmwAeW884UxJXhOv2aDJYzANfkzJswWmv-Rlu9Kxrw",[378,389,398,407,417,427,437,447,456,466,476,487],{"id":379,"title":380,"audience":6,"description":381,"extension":382,"icon":383,"meta":384,"order":385,"slug":386,"stem":387,"__hash__":388},"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,"getting-started","help\u002Fcategories\u002Fgetting-started","lTnfg_2tKvxQ9QanJ9XY3shoBHrJNWNfnxhcYaaKKPI",{"id":390,"title":391,"audience":6,"description":392,"extension":382,"icon":393,"meta":394,"order":342,"slug":395,"stem":396,"__hash__":397},"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":399,"title":400,"audience":6,"description":401,"extension":382,"icon":402,"meta":403,"order":347,"slug":404,"stem":405,"__hash__":406},"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":408,"title":409,"audience":6,"description":410,"extension":382,"icon":411,"meta":412,"order":413,"slug":414,"stem":415,"__hash__":416},"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":418,"title":419,"audience":6,"description":420,"extension":382,"icon":421,"meta":422,"order":423,"slug":424,"stem":425,"__hash__":426},"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":428,"title":429,"audience":6,"description":430,"extension":382,"icon":431,"meta":432,"order":433,"slug":434,"stem":435,"__hash__":436},"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":438,"title":439,"audience":6,"description":440,"extension":382,"icon":441,"meta":442,"order":443,"slug":444,"stem":445,"__hash__":446},"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":448,"title":449,"audience":6,"description":450,"extension":382,"icon":451,"meta":452,"order":453,"slug":361,"stem":454,"__hash__":455},"helpCategories\u002Fhelp\u002Fcategories\u002Fgrowth.yml","Reports & growth","Read the numbers, export them, and find the report you actually need.","i-lucide-trending-up",{},8,"help\u002Fcategories\u002Fgrowth","3XyCU-DkoYi7xSPz0tDRohlYkNBUS0YsLo-insknI8o",{"id":457,"title":458,"audience":6,"description":459,"extension":382,"icon":460,"meta":461,"order":462,"slug":463,"stem":464,"__hash__":465},"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":467,"title":468,"audience":6,"description":469,"extension":382,"icon":470,"meta":471,"order":472,"slug":473,"stem":474,"__hash__":475},"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":477,"title":478,"audience":479,"description":480,"extension":382,"icon":481,"meta":482,"order":483,"slug":484,"stem":485,"__hash__":486},"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":488,"title":489,"audience":479,"description":490,"extension":382,"icon":491,"meta":492,"order":493,"slug":494,"stem":495,"__hash__":496},"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",[],[499,932,1216],{"id":500,"title":501,"audience":6,"body":502,"category":361,"description":920,"draft":363,"extension":364,"icon":921,"keywords":922,"meta":923,"navigation":368,"order":924,"path":330,"related":925,"seo":928,"stem":929,"updatedAt":930,"__hash__":931},"help\u002Fhelp\u002Fgrowth\u002Fcampaigns.md","Campaigns",{"type":8,"value":503,"toc":900},[504,509,512,523,527,542,549,559,562,566,731,735,797,813,817,829,832,846,849,851,856,860,863,867,879,883],[11,505,506],{},[14,507,508],{},"Growth → Campaigns",[11,510,511],{},"A campaign is a broadcast: design once, deliver by email and text, follow up with people who didn't engage, and see the revenue it produced.",[11,513,514,515,518,519,522],{},"The page has two tabs — ",[14,516,517],{},"Blasts"," (one-time sends) and ",[14,520,521],{},"Always-on"," (campaigns that run themselves).",[21,524,526],{"id":525},"send-a-newsletter","Send a newsletter",[11,528,529,530,533,534,537,538,541],{},"Choose ",[14,531,532],{},"Start a campaign ? Send a newsletter"," for an email update to clients who have opted into marketing. Start with ",[14,535,536],{},"Monthly newsletter"," or ",[14,539,540],{},"Community update",", then replace the sample copy with your news, useful advice, and booking links.",[11,543,544,545,548],{},"The template starts with your business accent colour, logo, and name. You can adjust the design before sending. Emails include your business identity, mailing address, an unsubscribe link, and a discreet ",[14,546,547],{},"Powered by Owneli"," footer.",[11,550,551,552,537,555,558],{},"Review the audience, send yourself a test, and choose ",[14,553,554],{},"Now",[14,556,557],{},"Scheduled",". The newsletter recipe creates one email campaign with no automatic follow-ups. ?Monthly? describes the template; it does not automatically send every month. Create and review a new edition for each send.",[11,560,561],{},"Clients who withdraw email marketing consent or become blocked before delivery are excluded. If an email address changes after scheduling, that queued email is suppressed; review the audience before sending another edition.",[21,563,565],{"id":564},"build-a-campaign","Build a campaign",[567,568,569,573,583,587,598,633,644,651,655,662,671,675,678,682,685,689,692,696,704,714,718,721,727],"steps",{},[29,570,572],{"id":571},"start-from-a-goal","Start from a goal",[11,574,575,578,579,582],{},[14,576,577],{},"New campaign"," asks what outcome you're after and sets up the audience, channel and follow-ups for you. ",[14,580,581],{},"Start from scratch"," if you'd rather build it yourself.",[29,584,586],{"id":585},"choose-your-audience","Choose your audience",[11,588,589,590,593,594,597],{},"Two modes. ",[14,591,592],{},"Standard"," offers ready-made segments. ",[14,595,596],{},"Custom"," lets you stack conditions:",[207,599,600,603,606,609,612,615,618,621,624,627,630],{},[210,601,602],{},"Added in the last N days",[210,604,605],{},"Visited in the last N days",[210,607,608],{},"No visit in the last N days",[210,610,611],{},"Has tag",[210,613,614],{},"Visited location",[210,616,617],{},"Birthday month",[210,619,620],{},"At least N sales in a window",[210,622,623],{},"First visit upcoming",[210,625,626],{},"Has no-showed before",[210,628,629],{},"Has an active membership",[210,631,632],{},"Recently engaged a campaign",[11,634,635,636,639,640,643],{},"Then choose whether clients must match ",[14,637,638],{},"all"," conditions or ",[14,641,642],{},"any"," of them.",[11,645,646,647,650],{},"A useful audience can be saved as a named ",[14,648,649],{},"segment"," and loaded into future campaigns.",[29,652,654],{"id":653},"check-the-reach","Check the reach",[11,656,657,658,661],{},"The audience panel shows how many ",[14,659,660],{},"reachable"," clients match, split by email (free) and text (costs credits). You can preview a sample of who's included.",[242,663,664],{},[11,665,666,667,670],{},"The reach figure is who will ",[14,668,669],{},"actually receive"," it. Consent and deliverability are already filtered in — clients who never opted in, have no valid address, or have unsubscribed are not in that number.",[29,672,674],{"id":673},"pick-a-channel","Pick a channel",[11,676,677],{},"Email, SMS, both, WhatsApp, or push. SMS and WhatsApp share the same opt-in and the same messaging balance.",[29,679,681],{"id":680},"write-it","Write it",[11,683,684],{},"Start from a template or write from scratch. You can also A\u002FB test the subject line: half the audience gets subject A, half gets subject B, and the winner sends to everyone else automatically after the test window.",[29,686,688],{"id":687},"attach-an-offer","Attach an offer",[11,690,691],{},"Optionally link a deal so it auto-applies when these clients book. Pick an existing active deal or create a new one.",[29,693,695],{"id":694},"choose-when-to-send","Choose when to send",[11,697,698,700,701,703],{},[14,699,554],{},", or ",[14,702,557],{}," for a date and time.",[11,705,706,707,709,710,713],{},"Or make it ",[14,708,521],{},": it checks your clients daily and reaches each one the moment they qualify. Set a ",[14,711,712],{},"re-entry cooldown"," — 30, 60, 90, 180 days or a year — so the same person isn't re-enrolled endlessly.",[29,715,717],{"id":716},"add-follow-ups","Add follow-ups",[11,719,720],{},"Automatically re-send to recipients who didn't engage: those who haven't opened, haven't clicked, or haven't booked, after 1 to 7 days.",[722,723,724],"tip",{},[11,725,726],{},"Anyone who books is excluded from follow-ups automatically. You will never chase someone for not responding to an offer they already took.",[29,728,730],{"id":729},"review-and-send","Review and send",[21,732,734],{"id":733},"statuses","Statuses",[37,736,737,747],{},[40,738,739],{},[43,740,741,744],{},[46,742,743],{},"Status",[46,745,746],{},"Meaning",[53,748,749,759,768,778,788],{},[43,750,751,756],{},[58,752,753],{},[14,754,755],{},"Draft",[58,757,758],{},"Being built",[43,760,761,765],{},[58,762,763],{},[14,764,557],{},[58,766,767],{},"Waiting for its send time",[43,769,770,775],{},[58,771,772],{},[14,773,774],{},"Sending",[58,776,777],{},"In flight",[43,779,780,785],{},[58,781,782],{},[14,783,784],{},"Sent",[58,786,787],{},"Delivered",[43,789,790,794],{},[58,791,792],{},[14,793,103],{},[58,795,796],{},"Stopped before sending",[11,798,799,800,97,802,700,805,808,809,812],{},"Always-on campaigns are ",[14,801,755],{},[14,803,804],{},"Active",[14,806,807],{},"Paused",", and show how many clients are enrolled and when they were last checked. ",[14,810,811],{},"Check now"," runs an evaluation immediately.",[21,814,816],{"id":815},"consent-and-the-law","Consent and the law",[818,819,820,826],"caution",{},[11,821,822,823,825],{},"Marketing consent is separate from appointment notifications, and it is never granted implicitly. A client who agreed to appointment reminders has ",[14,824,252],{}," agreed to marketing.",[11,827,828],{},"Marketing email and SMS are regulated — CAN-SPAM, CASL, GDPR, TCPA and their local equivalents all have things to say about consent, sender identity, and how easy it must be to unsubscribe. Requirements differ by jurisdiction and by channel, and they change. Confirm what applies to your business before you run marketing.",[11,830,831],{},"What Owneli does for you:",[207,833,834,837,840,843],{},[210,835,836],{},"Filters non-consenting and unsubscribed clients out of every audience, before the count you see",[210,838,839],{},"Honours per-client opt-outs for email, SMS and birthday messages independently",[210,841,842],{},"Defers marketing sends outside your quiet-hours window (default 9:00–20:00 in your business's timezone)",[210,844,845],{},"Records who was sent what, and when",[11,847,848],{},"What remains yours: obtaining consent lawfully in the first place, your sender identity and physical address where required, and honouring an opt-out that arrives outside the app.",[21,850,297],{"id":296},[11,852,853,854,116],{},"Text is charged per segment against your messaging balance. The audience panel shows the credit cost before you send, and a longer message that uses unicode characters costs more segments per message. Check ",[14,855,306],{},[21,857,859],{"id":858},"when-an-audience-empties","When an audience empties",[11,861,862],{},"If a campaign reports no matching clients, it usually means they have no valid email or phone, or have unsubscribed. Edit the audience and check the reach figure again.",[21,864,866],{"id":865},"campaigns-versus-automations","Campaigns versus automations",[11,868,869,870,872,873,332,876,878],{},"A campaign is ",[14,871,335],{}," — you pick an audience and a time. An ",[128,874,875],{"href":370},"automation",[14,877,326],{}," — it fires when something happens to one client.",[21,880,882],{"id":881},"reporting","Reporting",[207,884,885,891,897],{},[210,886,887,890],{},[14,888,889],{},"Growth → Reports → Attribution"," — revenue traced back to campaigns",[210,892,893,896],{},[14,894,895],{},"Growth → Reports → Channel rollup"," — how each channel performs",[210,898,899],{},"Each campaign carries its own sent, opened, clicked and revenue figures",{"title":341,"searchDepth":342,"depth":342,"links":901},[902,903,914,915,916,917,918,919],{"id":525,"depth":342,"text":526},{"id":564,"depth":342,"text":565,"children":904},[905,906,907,908,909,910,911,912,913],{"id":571,"depth":347,"text":572},{"id":585,"depth":347,"text":586},{"id":653,"depth":347,"text":654},{"id":673,"depth":347,"text":674},{"id":680,"depth":347,"text":681},{"id":687,"depth":347,"text":688},{"id":694,"depth":347,"text":695},{"id":716,"depth":347,"text":717},{"id":729,"depth":347,"text":730},{"id":733,"depth":342,"text":734},{"id":815,"depth":342,"text":816},{"id":296,"depth":342,"text":297},{"id":858,"depth":342,"text":859},{"id":865,"depth":342,"text":866},{"id":881,"depth":342,"text":882},"Build an audience, choose a channel, schedule the send, add follow-ups — and stay on the right side of consent rules.","i-lucide-megaphone",[],{},40,[370,926,927],"\u002Fhelp\u002Fclients\u002Fadd-and-find-clients","\u002Fhelp\u002Fgrowth\u002Ffind-and-read-a-report",{"title":501,"description":920},"help\u002Fgrowth\u002Fcampaigns","2026-09-22","Mpbo5infG1BV5pMRW6jd1m8-Q0LcyO9W0KZiQgrplVY",{"id":933,"title":131,"audience":6,"body":934,"category":361,"description":1207,"draft":363,"extension":364,"icon":1208,"keywords":1209,"meta":1210,"navigation":368,"order":483,"path":130,"related":1211,"seo":1212,"stem":1213,"updatedAt":1214,"__hash__":1215},"help\u002Fhelp\u002Fgrowth\u002Freviews.md",{"type":8,"value":935,"toc":1196},[936,941,944,948,951,954,958,961,965,980,984,1009,1018,1020,1062,1073,1077,1082,1089,1151,1164,1169,1173,1180,1182],[11,937,938],{},[14,939,940],{},"Growth → Reviews",[11,942,943],{},"Reviews are collected automatically — a request goes out 24 hours after each appointment. You don't chase them by hand.",[21,945,947],{"id":946},"what-the-client-sees","What the client sees",[11,949,950],{},"The request link opens a short public page: an overall star rating, a would-you-recommend question, and an optional comment. No sign-in, no account.",[11,952,953],{},"Once they submit, that's it — the link shows their submitted review rather than letting them rewrite it.",[21,955,957],{"id":956},"turning-collection-on","Turning collection on",[11,959,960],{},"If your reviews page is empty, review requests aren't enabled yet. Enable them in settings and they start going out automatically after each appointment. Nothing is sent retroactively.",[21,962,964],{"id":963},"the-reviews-page","The reviews page",[11,966,967,968,971,972,975,976,979],{},"Three figures across the top: your ",[14,969,970],{},"average"," out of 5, the ",[14,973,974],{},"total"," number of reviews, and the ",[14,977,978],{},"distribution"," across the five star ratings. The distribution is the more useful one — an average of 4.6 made of mostly 5s with a few 1s is a different business from a steady wall of 4s and 5s.",[29,981,983],{"id":982},"filtering","Filtering",[207,985,986,991,997,1003],{},[210,987,988,990],{},[14,989,743],{}," — Submitted, Pending, Flagged",[210,992,993,996],{},[14,994,995],{},"Rating"," — 1+ through 5-only",[210,998,999,1002],{},[14,1000,1001],{},"Sort"," — most recent, highest, lowest",[210,1004,1005,1008],{},[14,1006,1007],{},"Location"," — per site, or all locations",[722,1010,1011],{},[11,1012,1013,1014,1017],{},"Sort by ",[14,1015,1016],{},"lowest rating"," once a week. That list is your operational to-do; the five-star list is just morale.",[29,1019,734],{"id":733},[37,1021,1022,1030],{},[40,1023,1024],{},[43,1025,1026,1028],{},[46,1027,743],{},[46,1029,746],{},[53,1031,1032,1042,1052],{},[43,1033,1034,1039],{},[58,1035,1036],{},[14,1037,1038],{},"Pending",[58,1040,1041],{},"Requested, not yet answered",[43,1043,1044,1049],{},[58,1045,1046],{},[14,1047,1048],{},"Submitted",[58,1050,1051],{},"The client answered",[43,1053,1054,1059],{},[58,1055,1056],{},[14,1057,1058],{},"Flagged",[58,1060,1061],{},"Marked for attention",[11,1063,1064,1065,1068,1069,1072],{},"A review left without a name shows as ",[14,1066,1067],{},"Anonymous",", and one left without a comment shows as ",[14,1070,1071],{},"No comment"," — a bare rating is still a data point.",[21,1074,1076],{"id":1075},"google-rating-boost","Google Rating Boost",[11,1078,1079],{},[14,1080,1081],{},"Settings → Add-ons → Google Rating Boost",[11,1083,1084,1085,1088],{},"When a client submits a ",[14,1086,1087],{},"high"," rating on your own review request, this automatically emails them a one-tap link to post that review on Google.",[37,1090,1091,1101],{},[40,1092,1093],{},[43,1094,1095,1098],{},[46,1096,1097],{},"Setting",[46,1099,1100],{},"What it does",[53,1102,1103,1113,1127,1141],{},[43,1104,1105,1110],{},[58,1106,1107],{},[14,1108,1109],{},"Enable",[58,1111,1112],{},"Turns the follow-up on",[43,1114,1115,1120],{},[58,1116,1117],{},[14,1118,1119],{},"Invite clients who rate",[58,1121,1122,1123,1126],{},"The threshold — 3+, 4+, or 5 only. Reviews below it are ",[14,1124,1125],{},"never"," asked to post on Google.",[43,1128,1129,1134],{},[58,1130,1131],{},[14,1132,1133],{},"Default Google review link",[58,1135,1136,1137,116],{},"Used for any location without its own. Find it in your Google Business Profile under ",[1138,1139,1140],"em",{},"Ask for reviews",[43,1142,1143,1148],{},[58,1144,1145],{},[14,1146,1147],{},"Per-location links",[58,1149,1150],{},"Each location can have its own, or fall back to the default",[11,1152,1153,1154,1157,1158,1161,1162,116],{},"The add-on shows its own status: ",[14,1155,1156],{},"Available"," (off), ",[14,1159,1160],{},"Needs setup"," (on but no link configured), or ",[14,1163,804],{},[276,1165,1166],{},[11,1167,1168],{},"Review-gating rules vary by platform and by jurisdiction, and Google's own policies on soliciting reviews change. Only inviting happy clients to post publicly is a deliberate choice with compliance implications — check it against the current policies that apply to you before switching it on.",[21,1170,1172],{"id":1171},"responding","Responding",[11,1174,1175,1176,1179],{},"Reviews are visible on the client's profile under their ",[14,1177,1178],{},"Reviews"," tab, so the person who next sees them knows what was said. Reviews access is its own permission — a role can read reviews without being an admin, and staff-tier roles are scoped to their own by default.",[21,1181,882],{"id":881},[207,1183,1184,1190],{},[210,1185,1186,1189],{},[14,1187,1188],{},"Growth → Reports → Reviews list"," — every review, filterable and exportable",[210,1191,1192,1195],{},[14,1193,1194],{},"Growth → Reports → Review rating trend"," — whether your average is moving, and in which direction",{"title":341,"searchDepth":342,"depth":342,"links":1197},[1198,1199,1200,1204,1205,1206],{"id":946,"depth":342,"text":947},{"id":956,"depth":342,"text":957},{"id":963,"depth":342,"text":964,"children":1201},[1202,1203],{"id":982,"depth":347,"text":983},{"id":733,"depth":347,"text":734},{"id":1075,"depth":342,"text":1076},{"id":1171,"depth":342,"text":1172},{"id":881,"depth":342,"text":882},"How review requests go out automatically, what clients see, and how the Google rating boost works.","i-lucide-star",[],{},[370,927],{"title":131,"description":1207},"help\u002Fgrowth\u002Freviews","2026-07-26","9FSjeRy02kIFLTLQ5ogebTgmwA2OxTQH77_6VZMMppY",{"id":1217,"title":1218,"audience":6,"body":1219,"category":395,"description":1406,"draft":363,"extension":364,"icon":1407,"keywords":1408,"meta":1409,"navigation":368,"order":483,"path":372,"related":1410,"seo":1413,"stem":1414,"updatedAt":375,"__hash__":1415},"help\u002Fhelp\u002Fcalendar\u002Fbook-an-appointment.md","Book an appointment",{"type":8,"value":1220,"toc":1391},[1221,1224,1228,1252,1256,1337,1341,1344,1357,1361,1364,1368,1379,1383,1386],[11,1222,1223],{},"Bookings are made in one panel that slides in from the right. You can open it from anywhere in the app, so you never have to navigate to the calendar first just to take a booking over the phone.",[21,1225,1227],{"id":1226},"open-the-booking-panel","Open the booking panel",[207,1229,1230,1233,1240],{},[210,1231,1232],{},"Click an empty slot on the calendar — the date, time, and team member are pre-filled from where you clicked",[210,1234,1235,1236,1239],{},"Use ",[14,1237,1238],{},"Add → New appointment"," in the calendar toolbar",[210,1241,1242,1243,1247,1248,1251],{},"Use the search palette (",[1244,1245,1246],"code",{},"⌘K"," \u002F ",[1244,1249,1250],{},"Ctrl+K",")",[21,1253,1255],{"id":1254},"build-the-booking","Build the booking",[567,1257,1258,1262,1269,1272,1276,1279,1282,1286,1289,1292,1296,1303,1306,1310,1330,1334],{},[29,1259,1261],{"id":1260},"pick-the-client","Pick the client",[11,1263,1264,1265,1268],{},"Search by name, email, or phone. If they're new, ",[14,1266,1267],{},"New client"," opens the add-client overlay without losing your booking — you come straight back with them attached.",[11,1270,1271],{},"Once a client is attached you'll see a snapshot beside the form: their upcoming visits, what they usually book, and any tags. Recent services appear as one-tap cards, so rebooking a regular is a single click.",[29,1273,1275],{"id":1274},"choose-services","Choose services",[11,1277,1278],{},"Pick one or more. Each service you add extends the visit and stacks in the summary with its own duration and price.",[11,1280,1281],{},"Where a service has pricing options or variants, choose one — the duration and price follow the option, not the base service. If the client holds a membership that discounts this service, the member price is shown.",[29,1283,1285],{"id":1284},"assign-a-provider","Assign a provider",[11,1287,1288],{},"Each service can go to a different team member, so a visit that starts with one person and finishes with another books as one appointment rather than two.",[11,1290,1291],{},"Only staff who are bookable and have working hours that day appear.",[29,1293,1295],{"id":1294},"pick-a-time","Pick a time",[11,1297,1298,1299,1302],{},"Open slots for the selected date are offered. If the day is full, ",[14,1300,1301],{},"Find next available"," jumps to the next date that fits.",[11,1304,1305],{},"You can still book outside working hours — the panel warns you that the slot is off-hours and lets you book anyway. That's how you take the 7am regular who arrives before the doors open.",[29,1307,1309],{"id":1308},"add-anything-else","Add anything else",[207,1311,1312,1318,1324],{},[210,1313,1314,1317],{},[14,1315,1316],{},"Resources"," — if the service needs a room or a machine, it's reserved with the booking. Equipment already taken at that time is shown as busy.",[210,1319,1320,1323],{},[14,1321,1322],{},"Internal note"," — visible to staff only, never to the client.",[210,1325,1326,1329],{},[14,1327,1328],{},"Repeat"," — weekly, every two weeks, every four weeks, or monthly, for a set number of occurrences. Owneli books the whole series at once and tells you if any occurrence had to be skipped because of a clash.",[29,1331,1333],{"id":1332},"book-it","Book it",[11,1335,1336],{},"The footer shows the full visit — total duration, total price, and any deposit due. Confirm and the block appears on the grid.",[21,1338,1340],{"id":1339},"payment-terms-for-this-booking","Payment terms for this booking",[11,1342,1343],{},"If your business requires a card on file or a deposit, the panel shows what applies and what's due. You can override it for this one booking — no card, card on file, or deposit — without changing your business-wide policy.",[276,1345,1346],{},[11,1347,1348,1349,1352,1353,116],{},"Overriding down to \"no card\" for a booking waives the deposit ",[14,1350,1351],{},"and"," the ability to charge that client a late-cancellation or no-show fee later. Fees can only be collected where a card was captured. See ",[128,1354,1356],{"href":1355},"\u002Fhelp\u002Fcheckout\u002Fdeposits-and-cancellation-fees","Deposits, cancellation and no-show fees",[21,1358,1360],{"id":1359},"double-bookings","Double bookings",[11,1362,1363],{},"By default an overlapping booking is refused. If your business has overlapping bookings enabled, the booking succeeds and you get a notice naming the appointment it stacked on, so a deliberate double-book never looks like an accident.",[21,1365,1367],{"id":1366},"group-bookings","Group bookings",[11,1369,1370,1371,1374,1375,1378],{},"To book several guests into one visit, use ",[14,1372,1373],{},"Add → Group appointment"," in the calendar toolbar, or ",[14,1376,1377],{},"Group appointment"," from the empty-slot menu. Each guest gets their own service and provider, and they move, check in, and check out together.",[21,1380,1382],{"id":1381},"after-the-appointment-is-booked","After the appointment is booked",[11,1384,1385],{},"The block on the grid is the appointment's home. Clicking it opens the detail panel where you check the client in, add services, take payment, reschedule, or cancel.",[722,1387,1388],{},[11,1389,1390],{},"Confirmation emails and reminders go out automatically based on your automation settings — you don't send them by hand.",{"title":341,"searchDepth":342,"depth":342,"links":1392},[1393,1394,1402,1403,1404,1405],{"id":1226,"depth":342,"text":1227},{"id":1254,"depth":342,"text":1255,"children":1395},[1396,1397,1398,1399,1400,1401],{"id":1260,"depth":347,"text":1261},{"id":1274,"depth":347,"text":1275},{"id":1284,"depth":347,"text":1285},{"id":1294,"depth":347,"text":1295},{"id":1308,"depth":347,"text":1309},{"id":1332,"depth":347,"text":1333},{"id":1339,"depth":342,"text":1340},{"id":1359,"depth":342,"text":1360},{"id":1366,"depth":342,"text":1367},{"id":1381,"depth":342,"text":1382},"Build a booking from the calendar — client, services, provider, time — plus repeats, resources, and per-booking payment terms.","i-lucide-calendar-plus",[],{},[1411,1412,1355],"\u002Fhelp\u002Fcalendar\u002Ffind-your-way-around","\u002Fhelp\u002Fcalendar\u002Freschedule-cancel-and-no-shows",{"title":1218,"description":1406},"help\u002Fcalendar\u002Fbook-an-appointment","ooMBrRZqK4Rsj4YDfn_1kEncmLcAVprsjqqyf0yW8_w",1790210903310]