[{"data":1,"prerenderedAt":1574},["ShallowReactive",2],{"help:\u002Fhelp\u002Fgrowth\u002Fcampaigns":3,"help-all-categories":471,"help-cat-articles:\u002Fhelp\u002Fgrowth\u002Fcampaigns":591,"help-related:\u002Fhelp\u002Fgrowth\u002Fcampaigns":592},{"id":4,"title":5,"audience":6,"body":7,"category":454,"description":455,"draft":456,"extension":457,"icon":458,"keywords":459,"meta":460,"navigation":461,"order":462,"path":463,"related":464,"seo":467,"stem":468,"updatedAt":469,"__hash__":470},"help\u002Fhelp\u002Fgrowth\u002Fcampaigns.md","Campaigns","clinic",{"type":8,"value":9,"toc":431},"minimark",[10,17,20,31,36,51,58,68,71,75,244,248,317,334,338,351,354,368,371,375,382,386,389,393,410,414],[11,12,13],"p",{},[14,15,16],"strong",{},"Growth → Campaigns",[11,18,19],{},"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.",[11,21,22,23,26,27,30],{},"The page has two tabs — ",[14,24,25],{},"Blasts"," (one-time sends) and ",[14,28,29],{},"Always-on"," (campaigns that run themselves).",[32,33,35],"h2",{"id":34},"send-a-newsletter","Send a newsletter",[11,37,38,39,42,43,46,47,50],{},"Choose ",[14,40,41],{},"Start a campaign ? Send a newsletter"," for an email update to clients who have opted into marketing. Start with ",[14,44,45],{},"Monthly newsletter"," or ",[14,48,49],{},"Community update",", then replace the sample copy with your news, useful advice, and booking links.",[11,52,53,54,57],{},"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 ",[14,55,56],{},"Powered by Owneli"," footer.",[11,59,60,61,46,64,67],{},"Review the audience, send yourself a test, and choose ",[14,62,63],{},"Now",[14,65,66],{},"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.",[11,69,70],{},"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.",[32,72,74],{"id":73},"build-a-campaign","Build a campaign",[76,77,78,83,93,97,108,145,156,163,167,174,184,188,191,195,198,202,205,209,217,227,231,234,240],"steps",{},[79,80,82],"h3",{"id":81},"start-from-a-goal","Start from a goal",[11,84,85,88,89,92],{},[14,86,87],{},"New campaign"," asks what outcome you're after and sets up the audience, channel and follow-ups for you. ",[14,90,91],{},"Start from scratch"," if you'd rather build it yourself.",[79,94,96],{"id":95},"choose-your-audience","Choose your audience",[11,98,99,100,103,104,107],{},"Two modes. ",[14,101,102],{},"Standard"," offers ready-made segments. ",[14,105,106],{},"Custom"," lets you stack conditions:",[109,110,111,115,118,121,124,127,130,133,136,139,142],"ul",{},[112,113,114],"li",{},"Added in the last N days",[112,116,117],{},"Visited in the last N days",[112,119,120],{},"No visit in the last N days",[112,122,123],{},"Has tag",[112,125,126],{},"Visited location",[112,128,129],{},"Birthday month",[112,131,132],{},"At least N sales in a window",[112,134,135],{},"First visit upcoming",[112,137,138],{},"Has no-showed before",[112,140,141],{},"Has an active membership",[112,143,144],{},"Recently engaged a campaign",[11,146,147,148,151,152,155],{},"Then choose whether clients must match ",[14,149,150],{},"all"," conditions or ",[14,153,154],{},"any"," of them.",[11,157,158,159,162],{},"A useful audience can be saved as a named ",[14,160,161],{},"segment"," and loaded into future campaigns.",[79,164,166],{"id":165},"check-the-reach","Check the reach",[11,168,169,170,173],{},"The audience panel shows how many ",[14,171,172],{},"reachable"," clients match, split by email (free) and text (costs credits). You can preview a sample of who's included.",[175,176,177],"note",{},[11,178,179,180,183],{},"The reach figure is who will ",[14,181,182],{},"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.",[79,185,187],{"id":186},"pick-a-channel","Pick a channel",[11,189,190],{},"Email, SMS, both, WhatsApp, or push. SMS and WhatsApp share the same opt-in and the same messaging balance.",[79,192,194],{"id":193},"write-it","Write it",[11,196,197],{},"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.",[79,199,201],{"id":200},"attach-an-offer","Attach an offer",[11,203,204],{},"Optionally link a deal so it auto-applies when these clients book. Pick an existing active deal or create a new one.",[79,206,208],{"id":207},"choose-when-to-send","Choose when to send",[11,210,211,213,214,216],{},[14,212,63],{},", or ",[14,215,66],{}," for a date and time.",[11,218,219,220,222,223,226],{},"Or make it ",[14,221,29],{},": it checks your clients daily and reaches each one the moment they qualify. Set a ",[14,224,225],{},"re-entry cooldown"," — 30, 60, 90, 180 days or a year — so the same person isn't re-enrolled endlessly.",[79,228,230],{"id":229},"add-follow-ups","Add follow-ups",[11,232,233],{},"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.",[235,236,237],"tip",{},[11,238,239],{},"Anyone who books is excluded from follow-ups automatically. You will never chase someone for not responding to an offer they already took.",[79,241,243],{"id":242},"review-and-send","Review and send",[32,245,247],{"id":246},"statuses","Statuses",[249,250,251,264],"table",{},[252,253,254],"thead",{},[255,256,257,261],"tr",{},[258,259,260],"th",{},"Status",[258,262,263],{},"Meaning",[265,266,267,278,287,297,307],"tbody",{},[255,268,269,275],{},[270,271,272],"td",{},[14,273,274],{},"Draft",[270,276,277],{},"Being built",[255,279,280,284],{},[270,281,282],{},[14,283,66],{},[270,285,286],{},"Waiting for its send time",[255,288,289,294],{},[270,290,291],{},[14,292,293],{},"Sending",[270,295,296],{},"In flight",[255,298,299,304],{},[270,300,301],{},[14,302,303],{},"Sent",[270,305,306],{},"Delivered",[255,308,309,314],{},[270,310,311],{},[14,312,313],{},"Cancelled",[270,315,316],{},"Stopped before sending",[11,318,319,320,322,323,213,326,329,330,333],{},"Always-on campaigns are ",[14,321,274],{},", ",[14,324,325],{},"Active",[14,327,328],{},"Paused",", and show how many clients are enrolled and when they were last checked. ",[14,331,332],{},"Check now"," runs an evaluation immediately.",[32,335,337],{"id":336},"consent-and-the-law","Consent and the law",[339,340,341,348],"caution",{},[11,342,343,344,347],{},"Marketing consent is separate from appointment notifications, and it is never granted implicitly. A client who agreed to appointment reminders has ",[14,345,346],{},"not"," agreed to marketing.",[11,349,350],{},"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.",[11,352,353],{},"What Owneli does for you:",[109,355,356,359,362,365],{},[112,357,358],{},"Filters non-consenting and unsubscribed clients out of every audience, before the count you see",[112,360,361],{},"Honours per-client opt-outs for email, SMS and birthday messages independently",[112,363,364],{},"Defers marketing sends outside your quiet-hours window (default 9:00–20:00 in your business's timezone)",[112,366,367],{},"Records who was sent what, and when",[11,369,370],{},"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.",[32,372,374],{"id":373},"sms-costs","SMS costs",[11,376,377,378,381],{},"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 ",[14,379,380],{},"Settings → Billing → Messaging wallet",".",[32,383,385],{"id":384},"when-an-audience-empties","When an audience empties",[11,387,388],{},"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.",[32,390,392],{"id":391},"campaigns-versus-automations","Campaigns versus automations",[11,394,395,396,399,400,405,406,409],{},"A campaign is ",[14,397,398],{},"broadcast"," — you pick an audience and a time. An ",[401,402,404],"a",{"href":403},"\u002Fhelp\u002Fgrowth\u002Fautomations","automation"," is ",[14,407,408],{},"triggered"," — it fires when something happens to one client.",[32,411,413],{"id":412},"reporting","Reporting",[109,415,416,422,428],{},[112,417,418,421],{},[14,419,420],{},"Growth → Reports → Attribution"," — revenue traced back to campaigns",[112,423,424,427],{},[14,425,426],{},"Growth → Reports → Channel rollup"," — how each channel performs",[112,429,430],{},"Each campaign carries its own sent, opened, clicked and revenue figures",{"title":432,"searchDepth":433,"depth":433,"links":434},"",2,[435,436,448,449,450,451,452,453],{"id":34,"depth":433,"text":35},{"id":73,"depth":433,"text":74,"children":437},[438,440,441,442,443,444,445,446,447],{"id":81,"depth":439,"text":82},3,{"id":95,"depth":439,"text":96},{"id":165,"depth":439,"text":166},{"id":186,"depth":439,"text":187},{"id":193,"depth":439,"text":194},{"id":200,"depth":439,"text":201},{"id":207,"depth":439,"text":208},{"id":229,"depth":439,"text":230},{"id":242,"depth":439,"text":243},{"id":246,"depth":433,"text":247},{"id":336,"depth":433,"text":337},{"id":373,"depth":433,"text":374},{"id":384,"depth":433,"text":385},{"id":391,"depth":433,"text":392},{"id":412,"depth":433,"text":413},"growth","Build an audience, choose a channel, schedule the send, add follow-ups — and stay on the right side of consent rules.",false,"md","i-lucide-megaphone",[],{},true,40,"\u002Fhelp\u002Fgrowth\u002Fcampaigns",[403,465,466],"\u002Fhelp\u002Fclients\u002Fadd-and-find-clients","\u002Fhelp\u002Fgrowth\u002Ffind-and-read-a-report",{"title":5,"description":455},"help\u002Fgrowth\u002Fcampaigns","2026-09-22","Mpbo5infG1BV5pMRW6jd1m8-Q0LcyO9W0KZiQgrplVY",[472,483,492,501,511,521,531,541,550,560,570,581],{"id":473,"title":474,"audience":6,"description":475,"extension":476,"icon":477,"meta":478,"order":479,"slug":480,"stem":481,"__hash__":482},"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":484,"title":485,"audience":6,"description":486,"extension":476,"icon":487,"meta":488,"order":433,"slug":489,"stem":490,"__hash__":491},"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":493,"title":494,"audience":6,"description":495,"extension":476,"icon":496,"meta":497,"order":439,"slug":498,"stem":499,"__hash__":500},"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":502,"title":503,"audience":6,"description":504,"extension":476,"icon":505,"meta":506,"order":507,"slug":508,"stem":509,"__hash__":510},"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":512,"title":513,"audience":6,"description":514,"extension":476,"icon":515,"meta":516,"order":517,"slug":518,"stem":519,"__hash__":520},"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":522,"title":523,"audience":6,"description":524,"extension":476,"icon":525,"meta":526,"order":527,"slug":528,"stem":529,"__hash__":530},"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":532,"title":533,"audience":6,"description":534,"extension":476,"icon":535,"meta":536,"order":537,"slug":538,"stem":539,"__hash__":540},"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":542,"title":543,"audience":6,"description":544,"extension":476,"icon":545,"meta":546,"order":547,"slug":454,"stem":548,"__hash__":549},"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":551,"title":552,"audience":6,"description":553,"extension":476,"icon":554,"meta":555,"order":556,"slug":557,"stem":558,"__hash__":559},"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":561,"title":562,"audience":6,"description":563,"extension":476,"icon":564,"meta":565,"order":566,"slug":567,"stem":568,"__hash__":569},"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":571,"title":572,"audience":573,"description":574,"extension":476,"icon":575,"meta":576,"order":577,"slug":578,"stem":579,"__hash__":580},"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":582,"title":583,"audience":573,"description":584,"extension":476,"icon":585,"meta":586,"order":587,"slug":588,"stem":589,"__hash__":590},"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",[],[593,932,1271],{"id":594,"title":595,"audience":6,"body":596,"category":454,"description":921,"draft":456,"extension":457,"icon":922,"keywords":923,"meta":924,"navigation":461,"order":925,"path":403,"related":926,"seo":928,"stem":929,"updatedAt":930,"__hash__":931},"help\u002Fhelp\u002Fgrowth\u002Fautomations.md","Automations",{"type":8,"value":597,"toc":903},[598,603,606,610,613,617,620,665,669,692,696,706,710,727,731,740,744,749,753,773,777,780,799,802,806,809,813,818,828,842,845,854,858,861,864,866,874,878,884,888,900],[11,599,600],{},[14,601,602],{},"Growth → Automations",[11,604,605],{},"Automations are the messages that go out without anyone pressing send: reminders, confirmations, review requests, birthday notes. You configure them once.",[32,607,609],{"id":608},"the-catalogue","The catalogue",[11,611,612],{},"Automations are grouped by what they're for.",[79,614,616],{"id":615},"reminders","Reminders",[11,618,619],{},"Nudge clients before their visit so fewer no-show.",[249,621,622,632],{},[252,623,624],{},[255,625,626,629],{},[258,627,628],{},"Automation",[258,630,631],{},"Default",[265,633,634,644,656],{},[255,635,636,641],{},[270,637,638],{},[14,639,640],{},"48-hour reminder",[270,642,643],{},"Off",[255,645,646,651],{},[270,647,648],{},[14,649,650],{},"24-hour reminder",[270,652,653],{},[14,654,655],{},"On",[255,657,658,663],{},[270,659,660],{},[14,661,662],{},"3-hour reminder",[270,664,643],{},[79,666,668],{"id":667},"appointment-updates","Appointment updates",[11,670,671,672,322,675,322,678,322,680,322,683,322,686,322,689,381],{},"Keep clients in the loop as their booking changes: ",[14,673,674],{},"New appointment",[14,676,677],{},"Rescheduled",[14,679,313],{},[14,681,682],{},"No-show follow-up",[14,684,685],{},"Thank you for visiting",[14,687,688],{},"Thank you for tipping",[14,690,691],{},"Aftercare",[79,693,695],{"id":694},"feedback-reviews","Feedback & reviews",[11,697,698,701,702,381],{},[14,699,700],{},"Review request"," — see ",[401,703,705],{"href":704},"\u002Fhelp\u002Fgrowth\u002Freviews","Collecting and managing reviews",[79,707,709],{"id":708},"increase-bookings","Increase bookings",[11,711,712,322,715,322,718,322,721,322,724,381],{},[14,713,714],{},"Rebook reminder",[14,716,717],{},"Expiring benefits",[14,719,720],{},"Birthday",[14,722,723],{},"Win-back",[14,725,726],{},"Reward loyal clients",[79,728,730],{"id":729},"waitlist-updates","Waitlist updates",[11,732,733,736,737,381],{},[14,734,735],{},"Added to waitlist"," and ",[14,738,739],{},"A slot opened up",[79,741,743],{"id":742},"milestones","Milestones",[11,745,746,381],{},[14,747,748],{},"Welcome new clients",[79,750,752],{"id":751},"client-loyalty","Client loyalty",[11,754,755,322,758,322,761,322,764,322,767,322,770,381],{},[14,756,757],{},"Points earned",[14,759,760],{},"New tier reached",[14,762,763],{},"Reward available",[14,765,766],{},"Referral friend booked",[14,768,769],{},"Referral reward available",[14,771,772],{},"Referred friend welcome",[32,774,776],{"id":775},"configuring-one","Configuring one",[11,778,779],{},"Open an automation from the catalogue and you can set:",[109,781,782,787,793],{},[112,783,784],{},[14,785,786],{},"On or off",[112,788,789,792],{},[14,790,791],{},"Channels"," — email, SMS, or both. Not every automation is SMS-capable; the ones that are say so.",[112,794,795,798],{},[14,796,797],{},"The content"," — each automation has an email behind it, and the catalogue card previews what the message leads with",[11,800,801],{},"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.",[32,803,805],{"id":804},"per-appointment-overrides","Per-appointment overrides",[11,807,808],{},"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.",[32,810,812],{"id":811},"quiet-hours","Quiet hours",[175,814,815],{},[11,816,817],{},"A 2am appointment reminder is exactly as unwelcome as a 2am marketing text. Every client-facing send passes through the same quiet-hours gate.",[11,819,820,821,823,824,827],{},"Quiet hours are a local-time window during which messages are ",[14,822,346],{}," sent. The default sendable window is ",[14,825,826],{},"9:00 to 20:00"," in your business's timezone.",[109,829,830,836],{},[112,831,832,835],{},[14,833,834],{},"SMS"," inside quiet hours is held by the queue.",[112,837,838,841],{},[14,839,840],{},"Email"," reminders and retention nudges have their scheduled time pushed forward, so they go out the moment the window reopens rather than overnight.",[11,843,844],{},"The window is resolved in your business's own timezone, never the server's, and a location can carry its own override.",[846,847,848],"warning",{},[11,849,850,851,853],{},"Transactional messages — a booking confirmation, a cancellation notice, a receipt — are ",[14,852,346],{}," 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.",[32,855,857],{"id":856},"consent","Consent",[11,859,860],{},"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.",[11,862,863],{},"Clients can opt out of appointment emails, appointment SMS, and birthday messages independently, from their profile or from their own account.",[32,865,374],{"id":373},[11,867,868,869,871,872,381],{},"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 ",[14,870,595],{},", or top up under ",[14,873,380],{},[32,875,877],{"id":876},"history","History",[11,879,880,881,883],{},"Each automation has a ",[14,882,877],{}," view showing what actually fired and when, which is the fastest way to answer \"did the reminder go out?\" without guessing.",[32,885,887],{"id":886},"automations-versus-campaigns","Automations versus campaigns",[11,889,890,891,893,894,405,897,899],{},"An automation is ",[14,892,408],{}," — it fires when something happens to one client. A ",[401,895,896],{"href":463},"campaign",[14,898,398],{}," — you choose an audience and a time, and it goes to all of them at once.",[11,901,902],{},"If your sentence has \"when\", it's an automation. If it has \"everyone who\", it's a campaign.",{"title":432,"searchDepth":433,"depth":433,"links":904},[905,914,915,916,917,918,919,920],{"id":608,"depth":433,"text":609,"children":906},[907,908,909,910,911,912,913],{"id":615,"depth":439,"text":616},{"id":667,"depth":439,"text":668},{"id":694,"depth":439,"text":695},{"id":708,"depth":439,"text":709},{"id":729,"depth":439,"text":730},{"id":742,"depth":439,"text":743},{"id":751,"depth":439,"text":752},{"id":775,"depth":433,"text":776},{"id":804,"depth":433,"text":805},{"id":811,"depth":433,"text":812},{"id":856,"depth":433,"text":857},{"id":373,"depth":433,"text":374},{"id":876,"depth":433,"text":877},{"id":886,"depth":433,"text":887},"The messages Owneli sends on your behalf — what's in the catalogue, which are on by default, and how quiet hours protect your clients.","i-lucide-zap",[],{},30,[463,704,927],"\u002Fhelp\u002Fcalendar\u002Fbook-an-appointment",{"title":595,"description":921},"help\u002Fgrowth\u002Fautomations","2026-09-01","6qmwAeW884UxJXhOv2aDJYzANfkzJswWmv-Rlu9Kxrw",{"id":933,"title":934,"audience":6,"body":935,"category":508,"description":1262,"draft":456,"extension":457,"icon":1263,"keywords":1264,"meta":1265,"navigation":461,"order":566,"path":465,"related":1266,"seo":1268,"stem":1269,"updatedAt":930,"__hash__":1270},"help\u002Fhelp\u002Fclients\u002Fadd-and-find-clients.md","Add, find, and merge clients",{"type":8,"value":936,"toc":1252},[937,941,948,951,957,963,969,975,980,983,987,993,1005,1010,1013,1017,1030,1033,1037,1040,1057,1060,1065,1068,1074,1078,1081,1088,1093,1097,1108,1112,1115,1249],[32,938,940],{"id":939},"add-a-client","Add a client",[11,942,943,944,947],{},"The add-client overlay opens from anywhere — ",[14,945,946],{},"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.",[11,949,950],{},"Only a name is really needed to get started; everything else can be filled in later.",[11,952,953,956],{},[14,954,955],{},"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.",[11,958,959,962],{},[14,960,961],{},"Address"," — street, apartment or unit, city, region, postcode, country.",[11,964,965,968],{},[14,966,967],{},"Additional contact"," — a second email and phone for clients who use one address for booking and another for billing.",[11,970,971,974],{},[14,972,973],{},"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.",[846,976,977],{},[11,978,979],{},"Marketing consent is separate from appointment notifications, and it is never granted silently. Turning on appointment SMS is not permission to send campaigns.",[11,981,982],{},"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.",[32,984,986],{"id":985},"find-a-client","Find a client",[11,988,989,992],{},[14,990,991],{},"Clients"," is the directory. Search matches name, email and phone. The list shows last visit, lifetime value, and tags at a glance.",[11,994,995,996,1000,1001,1004],{},"Faster still: ",[997,998,999],"code",{},"⌘K"," \u002F ",[997,1002,1003],{},"Ctrl+K"," searches clients from any page in the app.",[175,1006,1007],{},[11,1008,1009],{},"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.",[11,1011,1012],{},"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.",[32,1014,1016],{"id":1015},"tags","Tags",[11,1018,1019,1020,322,1023,322,1026,1029],{},"Tags are how you segment: ",[997,1021,1022],{},"VIP",[997,1024,1025],{},"patch-test-due",[997,1027,1028],{},"referred-by-staff",", whatever your business needs.",[11,1031,1032],{},"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.",[32,1034,1036],{"id":1035},"bulk-actions","Bulk actions",[11,1038,1039],{},"Select clients with the checkboxes and act on all of them at once:",[109,1041,1042,1045,1048,1051,1054],{},[112,1043,1044],{},"Send a form",[112,1046,1047],{},"Add to a campaign",[112,1049,1050],{},"Add or remove a tag",[112,1052,1053],{},"Export",[112,1055,1056],{},"Delete",[11,1058,1059],{},"Your selection survives changing the search and filters, so you can search, select, search again, select more, then act.",[339,1061,1062],{},[11,1063,1064],{},"Deleting a client can't be undone. Almost always, merging or archiving is what you actually want.",[32,1066,1053],{"id":1067},"export",[11,1069,1070,1073],{},[14,1071,1072],{},"Export clients"," downloads the directory as a CSV, honouring your current filters.",[32,1075,1077],{"id":1076},"merge-duplicates","Merge duplicates",[11,1079,1080],{},"Two records for the same person — one from an import, one created at the desk — split their history in half. Merging fixes it.",[11,1082,1083,1084,1087],{},"Open the client you want to keep, then ",[14,1085,1086],{},"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.",[846,1089,1090],{},[11,1091,1092],{},"Merging is not reversible from the interface. Confirm you have the right two records — check email, phone, and last visit — before you commit.",[32,1094,1096],{"id":1095},"bringing-a-list-in-from-elsewhere","Bringing a list in from elsewhere",[11,1098,1099,1100,1103,1104,381],{},"Don't type them. ",[14,1101,1102],{},"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 ",[401,1105,1107],{"href":1106},"\u002Fhelp\u002Fsettings\u002Fimport-your-data","Import your data",[32,1109,1111],{"id":1110},"whats-on-a-clients-profile","What's on a client's profile",[11,1113,1114],{},"Clicking a client opens their panel — a slide-in with everything about them, tabbed:",[249,1116,1117,1127],{},[252,1118,1119],{},[255,1120,1121,1124],{},[258,1122,1123],{},"Tab",[258,1125,1126],{},"What's there",[265,1128,1129,1139,1149,1159,1169,1179,1189,1199,1209,1219,1229,1239],{},[255,1130,1131,1136],{},[270,1132,1133],{},[14,1134,1135],{},"Overview",[270,1137,1138],{},"The snapshot: next visit, recent activity, key figures",[255,1140,1141,1146],{},[270,1142,1143],{},[14,1144,1145],{},"Activity",[270,1147,1148],{},"A chronological trail of everything that has happened",[255,1150,1151,1156],{},[270,1152,1153],{},[14,1154,1155],{},"Messages",[270,1157,1158],{},"The two-way message thread with this client — the same thread as the inbox",[255,1160,1161,1166],{},[270,1162,1163],{},[14,1164,1165],{},"Appointments",[270,1167,1168],{},"Past and upcoming visits",[255,1170,1171,1176],{},[270,1172,1173],{},[14,1174,1175],{},"Sales",[270,1177,1178],{},"Every transaction, with a link into the full sale",[255,1180,1181,1186],{},[270,1182,1183],{},[14,1184,1185],{},"Client details",[270,1187,1188],{},"The editable record — contact, address, preferences",[255,1190,1191,1196],{},[270,1192,1193],{},[14,1194,1195],{},"Items",[270,1197,1198],{},"Memberships, packages and gift cards they hold",[255,1200,1201,1206],{},[270,1202,1203],{},[14,1204,1205],{},"Documents",[270,1207,1208],{},"Completed forms and consents",[255,1210,1211,1216],{},[270,1212,1213],{},[14,1214,1215],{},"Photos",[270,1217,1218],{},"Before-and-after clinical photos, on its own permission",[255,1220,1221,1226],{},[270,1222,1223],{},[14,1224,1225],{},"Wallet",[270,1227,1228],{},"Store credit and saved cards",[255,1230,1231,1236],{},[270,1232,1233],{},[14,1234,1235],{},"Loyalty",[270,1237,1238],{},"Points balance, tier, and reward history",[255,1240,1241,1246],{},[270,1242,1243],{},[14,1244,1245],{},"Reviews",[270,1247,1248],{},"Reviews they've left",[11,1250,1251],{},"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":432,"searchDepth":433,"depth":433,"links":1253},[1254,1255,1256,1257,1258,1259,1260,1261],{"id":939,"depth":433,"text":940},{"id":985,"depth":433,"text":986},{"id":1015,"depth":433,"text":1016},{"id":1035,"depth":433,"text":1036},{"id":1067,"depth":433,"text":1053},{"id":1076,"depth":433,"text":1077},{"id":1095,"depth":433,"text":1096},{"id":1110,"depth":433,"text":1111},"Create a client record, search the directory, work with tags, and combine duplicates without losing history.","i-lucide-user-plus",[],{},[1267,1106],"\u002Fhelp\u002Fclients\u002Fsend-forms-and-consents",{"title":934,"description":1262},"help\u002Fclients\u002Fadd-and-find-clients","c75AVP3AqyKtVwVZvb0qJGuwyGbxTBXM1KOqrXUbPUQ",{"id":1272,"title":1273,"audience":6,"body":1274,"category":454,"description":1564,"draft":456,"extension":457,"icon":1565,"keywords":1566,"meta":1567,"navigation":461,"order":566,"path":466,"related":1568,"seo":1571,"stem":1572,"updatedAt":930,"__hash__":1573},"help\u002Fhelp\u002Fgrowth\u002Ffind-and-read-a-report.md","Find and read a report",{"type":8,"value":1275,"toc":1551},[1276,1282,1286,1300,1304,1307,1310,1314,1320,1324,1327,1333,1337,1344,1358,1361,1365,1368,1372,1379,1383,1390,1447,1451,1457,1461,1464,1469,1473],[11,1277,1278,1281],{},[14,1279,1280],{},"Growth → Reports"," is one hub for around seventy reports. The hub itself is the important part: once you know how it's organised, finding the right one takes seconds instead of scrolling.",[32,1283,1285],{"id":1284},"two-tiers","Two tiers",[109,1287,1288,1294],{},[112,1289,1290,1293],{},[14,1291,1292],{},"Dashboards"," — a designed overview of one area. Performance, sales, clients, operations. Start here when you don't yet know what you're looking for.",[112,1295,1296,1299],{},[14,1297,1298],{},"Standard reports"," — a single focused table. Use these when you already know the question.",[32,1301,1303],{"id":1302},"seven-categories","Seven categories",[11,1305,1306],{},"Sales · Operations · Appointments · Team · Clients · Inventory · Finance",[11,1308,1309],{},"Two filter rows under the search box narrow the grid — one by tier, one by category — and the search box matches names and descriptions. Nothing is buried in a submenu.",[32,1311,1313],{"id":1312},"favourites","Favourites",[11,1315,1316,1317,1319],{},"Star a report and it lands under the ",[14,1318,1313],{}," filter. Most people end up with five or six they open every week — the daily takings, the no-show rate, the drawer variance — and never touch the rest.",[32,1321,1323],{"id":1322},"date-range","Date range",[11,1325,1326],{},"Every report shares one range control, and your choice carries as you move between reports. That's deliberate: comparing two reports over different windows is how people reach wrong conclusions.",[11,1328,1329,1330,1332],{},"Relative presets like \"Last 30 days\" re-derive their dates each time you come back, so a bookmarked report is never stale. ",[14,1331,106],{}," pins a fixed window.",[32,1334,1336],{"id":1335},"comparison","Comparison",[11,1338,1339,1340,1343],{},"Set ",[14,1341,1342],{},"Compare to"," and every figure gains its prior-period counterpart plus the change between them:",[109,1345,1346,1352],{},[112,1347,1348,1351],{},[14,1349,1350],{},"Previous period"," — the same length of time immediately before",[112,1353,1354,1357],{},[14,1355,1356],{},"Previous year"," — the same window a year earlier",[11,1359,1360],{},"For a seasonal business, previous year is usually the honest comparison.",[32,1362,1364],{"id":1363},"filters","Filters",[11,1366,1367],{},"Most reports filter by location, team member, and service or category. Filters live in the URL, so a filtered report can be bookmarked or pasted into a message and the recipient sees exactly what you saw.",[32,1369,1371],{"id":1370},"drilling-in","Drilling in",[11,1373,1374,1375,1378],{},"Numbers link through to what's behind them. A sales figure opens the underlying transactions in ",[14,1376,1377],{},"POS → Sales"," with the same filters applied. A report is a starting point, not a dead end.",[32,1380,1382],{"id":1381},"exporting","Exporting",[11,1384,1385,1386,1389],{},"The ",[14,1387,1388],{},"Options"," menu on any report:",[249,1391,1392,1402],{},[252,1393,1394],{},[255,1395,1396,1399],{},[258,1397,1398],{},"Action",[258,1400,1401],{},"What happens",[265,1403,1404,1414,1427,1437],{},[255,1405,1406,1411],{},[270,1407,1408],{},[14,1409,1410],{},"Export CSV",[270,1412,1413],{},"Downloads immediately in the browser",[255,1415,1416,1421],{},[270,1417,1418],{},[14,1419,1420],{},"Export Excel",[270,1422,1423,1424],{},"Generates an ",[997,1425,1426],{},".xlsx",[255,1428,1429,1434],{},[270,1430,1431],{},[14,1432,1433],{},"Export PDF",[270,1435,1436],{},"Generates a formatted PDF",[255,1438,1439,1444],{},[270,1440,1441],{},[14,1442,1443],{},"Add to favourites",[270,1445,1446],{},"Pins it under the Favourites filter",[32,1448,1450],{"id":1449},"build-your-own","Build your own",[11,1452,1453,1456],{},[14,1454,1455],{},"Reports → Builder"," groups sales data by a dimension you choose — month, week, day, location, staff, service, category, item kind, or payment method — and returns count, revenue, discount, tax, tip and quantity for each group. It answers most \"can I see X by Y?\" questions without waiting for a new report to be built. A builder configuration can be duplicated and kept.",[32,1458,1460],{"id":1459},"what-you-can-see","What you can see",[11,1462,1463],{},"Reporting is permission-gated, and staff-tier roles are scoped to their own data by default — a provider sees their own performance, not the whole floor's. Compensation and earnings are a separate permission again, so someone can see their own pay without seeing a colleague's.",[846,1465,1466],{},[11,1467,1468],{},"If two people compare the same report and disagree about the number, check three things before assuming a bug: the date range, the location filter, and each person's data scope.",[32,1470,1472],{"id":1471},"which-report-answers-what","Which report answers what",[249,1474,1475,1485],{},[252,1476,1477],{},[255,1478,1479,1482],{},[258,1480,1481],{},"Question",[258,1483,1484],{},"Where to look",[265,1486,1487,1495,1503,1511,1519,1527,1535,1543],{},[255,1488,1489,1492],{},[270,1490,1491],{},"How did today go?",[270,1493,1494],{},"Performance dashboard",[255,1496,1497,1500],{},[270,1498,1499],{},"What did we take, and how?",[270,1501,1502],{},"Sales summary · Payment transactions",[255,1504,1505,1508],{},[270,1506,1507],{},"Is the till right?",[270,1509,1510],{},"Cash drawer over\u002Fshort",[255,1512,1513,1516],{},[270,1514,1515],{},"Who isn't turning up?",[270,1517,1518],{},"Cancellations & no-shows · Cancellation & no-show fees",[255,1520,1521,1524],{},[270,1522,1523],{},"What do we owe?",[270,1525,1526],{},"Liabilities · Gift card liability · Deferred revenue",[255,1528,1529,1532],{},[270,1530,1531],{},"Are clients coming back?",[270,1533,1534],{},"Retention · Rebook conversion · New vs returning",[255,1536,1537,1540],{},[270,1538,1539],{},"What should we reorder?",[270,1541,1542],{},"Stock on hand · Reorder",[255,1544,1545,1548],{},[270,1546,1547],{},"What do we owe the team?",[270,1549,1550],{},"Payroll & commission · Wages · Tips",{"title":432,"searchDepth":433,"depth":433,"links":1552},[1553,1554,1555,1556,1557,1558,1559,1560,1561,1562,1563],{"id":1284,"depth":433,"text":1285},{"id":1302,"depth":433,"text":1303},{"id":1312,"depth":433,"text":1313},{"id":1322,"depth":433,"text":1323},{"id":1335,"depth":433,"text":1336},{"id":1363,"depth":433,"text":1364},{"id":1370,"depth":433,"text":1371},{"id":1381,"depth":433,"text":1382},{"id":1449,"depth":433,"text":1450},{"id":1459,"depth":433,"text":1460},{"id":1471,"depth":433,"text":1472},"How the reporting hub is organised, how ranges and comparisons work, and how to get the numbers out.","i-lucide-bar-chart-3",[],{},[1569,1570],"\u002Fhelp\u002Fcheckout\u002Frefunds-and-the-cash-drawer","\u002Fhelp\u002Fretail\u002Fgift-cards",{"title":1273,"description":1564},"help\u002Fgrowth\u002Ffind-and-read-a-report","9pb6AxvJUnJWj8hY-B1TKO0fhwRqiTG3EMJ8VUcvJFk",1790210903422]