[{"data":1,"prerenderedAt":1536},["ShallowReactive",2],{"help:\u002Fhelp\u002Fgrowth\u002Floyalty-and-referrals":3,"help-all-categories":538,"help-cat-articles:\u002Fhelp\u002Fgrowth\u002Floyalty-and-referrals":658,"help-related:\u002Fhelp\u002Fgrowth\u002Floyalty-and-referrals":659},{"id":4,"title":5,"audience":6,"body":7,"category":522,"description":523,"draft":524,"extension":525,"icon":526,"keywords":527,"meta":528,"navigation":529,"order":530,"path":531,"related":532,"seo":534,"stem":535,"updatedAt":536,"__hash__":537},"help\u002Fhelp\u002Fgrowth\u002Floyalty-and-referrals.md","Loyalty and referrals","clinic",{"type":8,"value":9,"toc":500},"minimark",[10,32,36,41,57,61,128,132,146,152,155,158,161,211,225,228,231,234,280,283,286,289,293,307,312,316,375,379,384,409,412,416,427,431,434,438,446,450,476,480],[11,12,13,17,18,21,22,21,25,21,28,31],"p",{},[14,15,16],"strong",{},"Settings → Loyalty"," — four tabs: ",[14,19,20],{},"Points",", ",[14,23,24],{},"Tiers",[14,26,27],{},"Rewards",[14,29,30],{},"Referrals",".",[33,34,20],"h2",{"id":35},"points",[37,38,40],"h3",{"id":39},"how-clients-earn","How clients earn",[42,43,44,51],"ul",{},[45,46,47,50],"li",{},[14,48,49],{},"Points earned per $1 spent"," — the base rate applied at checkout",[45,52,53,56],{},[14,54,55],{},"Earn points on"," — the subtotal before tax, or the total after tax",[37,58,60],{"id":59},"how-clients-spend","How clients spend",[62,63,64,77],"table",{},[65,66,67],"thead",{},[68,69,70,74],"tr",{},[71,72,73],"th",{},"Setting",[71,75,76],{},"What it does",[78,79,80,91,101,116],"tbody",{},[68,81,82,88],{},[83,84,85],"td",{},[14,86,87],{},"Points to redeem for $1",[83,89,90],{},"The exchange rate — e.g. 100 points = $1 off",[68,92,93,98],{},[83,94,95],{},[14,96,97],{},"Minimum points to redeem",[83,99,100],{},"A floor per checkout, so nobody redeems 12 points",[68,102,103,108],{},[83,104,105],{},[14,106,107],{},"Max redemption (% of sale)",[83,109,110,111,115],{},"A cap per sale. ",[112,113,114],"code",{},"0"," = no cap",[68,117,118,123],{},[83,119,120],{},[14,121,122],{},"Redeem in increments of",[83,124,125,127],{},[112,126,114],{}," = any amount",[37,129,131],{"id":130},"keeping-the-balance-honest","Keeping the balance honest",[42,133,134,143],{},[45,135,136,139,140,142],{},[14,137,138],{},"Points expire after"," — ",[112,141,114],{}," means points never expire",[45,144,145],{},"Refunds reverse points: a full refund reverses them entirely, a partial refund reverses them proportionally",[147,148,149],"warning",{},[11,150,151],{},"Unredeemed points are a liability, and a programme with no expiry accumulates one indefinitely. Decide expiry deliberately — and note that point-expiry rules are regulated in some places.",[33,153,24],{"id":154},"tiers",[11,156,157],{},"A tier ladder rewards cumulative spend with a better earn rate.",[11,159,160],{},"Each tier has:",[42,162,163,173,181,187,193,199,205],{},[45,164,165,168,169,172],{},[14,166,167],{},"Name"," and ",[14,170,171],{},"colour"," — the colour drives the tier badge everywhere it appears",[45,174,175,139,178,180],{},[14,176,177],{},"Rank",[112,179,114],{}," is the base tier",[45,182,183,186],{},[14,184,185],{},"Earn multiplier"," — e.g. 1.5× points",[45,188,189,192],{},[14,190,191],{},"Spend to reach"," — the threshold to be upgraded into it",[45,194,195,198],{},[14,196,197],{},"Spend to keep"," — the threshold to stay there",[45,200,201,204],{},[14,202,203],{},"Qualifying window"," — the period spend is measured over",[45,206,207,210],{},[14,208,209],{},"Grace before downgrade"," — how long someone keeps the tier after falling below the keep threshold",[212,213,214],"tip",{},[11,215,216,217,220,221,224],{},"Set ",[14,218,219],{},"spend to keep"," lower than ",[14,222,223],{},"spend to reach",". A ladder that's as hard to hold as it was to climb feels like a punishment for a quiet quarter.",[11,226,227],{},"Tiers are recalculated on a schedule, so a client who crosses a threshold is upgraded without anyone doing anything.",[33,229,27],{"id":230},"rewards",[11,232,233],{},"A reward is what points actually buy at checkout.",[42,235,236,242,250,256,265,272],{},[45,237,238,241],{},[14,239,240],{},"Reward name"," — e.g. \"$5 off your visit\"",[45,243,244,168,247],{},[14,245,246],{},"Reward type",[14,248,249],{},"value",[45,251,252,255],{},[14,253,254],{},"Minimum points"," — the cost to redeem",[45,257,258,261,262,264],{},[14,259,260],{},"Maximum points"," — a cap, ",[112,263,114],{}," = none",[45,266,267,139,270,127],{},[14,268,269],{},"Increment",[112,271,114],{},[45,273,274,139,277,279],{},[14,275,276],{},"Expires after",[112,278,114],{}," = never",[11,281,282],{},"At checkout, an eligible client's available rewards appear and can be applied to the cart. The redemption is recorded against their points ledger.",[33,284,30],{"id":285},"referrals",[11,287,288],{},"Every client gets a personal referral link they can share from their account.",[37,290,292],{"id":291},"who-gets-what","Who gets what",[11,294,295,296,299,300,303,304,31],{},"Set the ",[14,297,298],{},"referrer's"," reward — type and value — and the friend's ",[14,301,302],{},"welcome reward",". You also choose ",[14,305,306],{},"when the friend's reward is issued",[212,308,309],{},[11,310,311],{},"Issuing the welcome credit immediately means it's spendable on visit one, which is what makes the offer competitive. Expiry protects you if the friend never comes in.",[37,313,315],{"id":314},"when-rewards-pay-out","When rewards pay out",[62,317,318,326],{},[65,319,320],{},[68,321,322,324],{},[71,323,73],{},[71,325,76],{},[78,327,328,341,353,363],{},[68,329,330,335],{},[83,331,332],{},[14,333,334],{},"Minimum qualifying spend",[83,336,337,338,340],{},"The friend's first visit must reach this, before tax and tip. ",[112,339,114],{}," = no floor",[68,342,343,348],{},[83,344,345],{},[14,346,347],{},"Referral expiry",[83,349,350,351,279],{},"How long the friend has to complete a first paid visit. ",[112,352,114],{},[68,354,355,360],{},[83,356,357],{},[14,358,359],{},"Clawback window",[83,361,362],{},"A refund inside this window takes the rewards back. Disputes always do, regardless",[68,364,365,370],{},[83,366,367],{},[14,368,369],{},"Reward credit expiry",[83,371,372,373,279],{},"How long issued credit lasts. ",[112,374,114],{},[37,376,378],{"id":377},"limits-and-fraud-controls","Limits and fraud controls",[147,380,381],{},[11,382,383],{},"Referral programmes attract abuse. These controls exist because someone will try.",[42,385,386,394,400],{},[45,387,388,139,391,393],{},[14,389,390],{},"Max rewards per referrer",[112,392,114],{}," = unlimited",[45,395,396,399],{},[14,397,398],{},"Cap window"," — the rolling period the cap applies over",[45,401,402,405,406,408],{},[14,403,404],{},"Hold for review after"," — a burst of this many open referrals from one source within 7 days parks new ones for your manual approval. ",[112,407,114],{}," = never hold",[11,410,411],{},"Held referrals appear in an approvals queue for you to accept or reject.",[37,413,415],{"id":414},"partners-and-milestones","Partners and milestones",[11,417,418,419,422,423,426],{},"Beyond client-to-client referrals, you can register ",[14,420,421],{},"partners"," (a gym, a hotel, a neighbouring business) with their own tracking, and set ",[14,424,425],{},"milestones"," that reward a referrer for hitting a count.",[37,428,430],{"id":429},"pausing","Pausing",[11,432,433],{},"The whole referral programme can be paused. Existing credits stay valid; no new referrals are counted.",[33,435,437],{"id":436},"what-clients-see","What clients see",[11,439,440,441,31],{},"In their account, clients see their points balance, their position on the tier ladder, rewards they can redeem, and their personal referral link. See ",[442,443,445],"a",{"href":444},"\u002Fhelp\u002Fportal\u002Fyour-account","Booking online and using your account",[33,447,449],{"id":448},"automations","Automations",[11,451,452,453,21,456,21,459,21,462,21,465,468,469,472,473,31],{},"Six loyalty automations tell clients about it without you sending anything: ",[14,454,455],{},"Points earned",[14,457,458],{},"New tier reached",[14,460,461],{},"Reward available",[14,463,464],{},"Referral friend booked",[14,466,467],{},"Referral reward available",", and ",[14,470,471],{},"Referred friend welcome",". See ",[442,474,449],{"href":475},"\u002Fhelp\u002Fgrowth\u002Fautomations",[33,477,479],{"id":478},"reporting","Reporting",[42,481,482,488,494],{},[45,483,484,487],{},[14,485,486],{},"Growth → Reports → Loyalty"," — balances and activity",[45,489,490,493],{},[14,491,492],{},"Growth → Reports → Loyalty redemption ROI"," — points earned versus redeemed, the redeem-to-earn ratio, and the value of points actually redeemed at checkout",[45,495,496,499],{},[14,497,498],{},"Growth → Reports → Referrals"," — who referred whom, and what it produced",{"title":501,"searchDepth":502,"depth":502,"links":503},"",2,[504,510,511,512,519,520,521],{"id":35,"depth":502,"text":20,"children":505},[506,508,509],{"id":39,"depth":507,"text":40},3,{"id":59,"depth":507,"text":60},{"id":130,"depth":507,"text":131},{"id":154,"depth":502,"text":24},{"id":230,"depth":502,"text":27},{"id":285,"depth":502,"text":30,"children":513},[514,515,516,517,518],{"id":291,"depth":507,"text":292},{"id":314,"depth":507,"text":315},{"id":377,"depth":507,"text":378},{"id":414,"depth":507,"text":415},{"id":429,"depth":507,"text":430},{"id":436,"depth":502,"text":437},{"id":448,"depth":502,"text":449},{"id":478,"depth":502,"text":479},"growth","Set the earn and redeem rates, build a tier ladder, define rewards, and run a referral programme with fraud controls.",false,"md","i-lucide-gem",[],{},true,50,"\u002Fhelp\u002Fgrowth\u002Floyalty-and-referrals",[533,475,444],"\u002Fhelp\u002Fcheckout\u002Ftake-a-payment",{"title":5,"description":523},"help\u002Fgrowth\u002Floyalty-and-referrals","2026-07-26","R-pOi7weVXQHweIy9ISs-4SLatCfAzGobS8k2je8H5A",[539,550,559,568,578,588,598,608,617,627,637,648],{"id":540,"title":541,"audience":6,"description":542,"extension":543,"icon":544,"meta":545,"order":546,"slug":547,"stem":548,"__hash__":549},"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":551,"title":552,"audience":6,"description":553,"extension":543,"icon":554,"meta":555,"order":502,"slug":556,"stem":557,"__hash__":558},"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":560,"title":561,"audience":6,"description":562,"extension":543,"icon":563,"meta":564,"order":507,"slug":565,"stem":566,"__hash__":567},"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":569,"title":570,"audience":6,"description":571,"extension":543,"icon":572,"meta":573,"order":574,"slug":575,"stem":576,"__hash__":577},"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":579,"title":580,"audience":6,"description":581,"extension":543,"icon":582,"meta":583,"order":584,"slug":585,"stem":586,"__hash__":587},"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":589,"title":590,"audience":6,"description":591,"extension":543,"icon":592,"meta":593,"order":594,"slug":595,"stem":596,"__hash__":597},"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":599,"title":600,"audience":6,"description":601,"extension":543,"icon":602,"meta":603,"order":604,"slug":605,"stem":606,"__hash__":607},"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":609,"title":610,"audience":6,"description":611,"extension":543,"icon":612,"meta":613,"order":614,"slug":522,"stem":615,"__hash__":616},"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":618,"title":619,"audience":6,"description":620,"extension":543,"icon":621,"meta":622,"order":623,"slug":624,"stem":625,"__hash__":626},"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":628,"title":629,"audience":6,"description":630,"extension":543,"icon":631,"meta":632,"order":633,"slug":634,"stem":635,"__hash__":636},"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":638,"title":639,"audience":640,"description":641,"extension":543,"icon":642,"meta":643,"order":644,"slug":645,"stem":646,"__hash__":647},"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":649,"title":650,"audience":640,"description":651,"extension":543,"icon":652,"meta":653,"order":654,"slug":655,"stem":656,"__hash__":657},"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",[],[660,945,1282],{"id":661,"title":662,"audience":6,"body":663,"category":565,"description":934,"draft":524,"extension":525,"icon":935,"keywords":936,"meta":937,"navigation":529,"order":633,"path":533,"related":938,"seo":942,"stem":943,"updatedAt":536,"__hash__":944},"help\u002Fhelp\u002Fcheckout\u002Ftake-a-payment.md","Take a payment",{"type":8,"value":664,"toc":924},[665,671,675,678,689,699,703,706,709,712,732,737,741,744,848,862,866,869,872,875,878,884,887,891,894,898,908,912,915],[11,666,667,668,31],{},"Everything you sell — services, retail products, memberships, packages, gift cards — goes through one cart. Checkout runs in three steps: ",[14,669,670],{},"Cart → Tip → Payment",[33,672,674],{"id":673},"start-a-sale","Start a sale",[11,676,677],{},"Two ways in:",[42,679,680,686],{},[45,681,682,685],{},[14,683,684],{},"POS → Sell",", then start a new sale. Use this for a walk-in buying product, or a gift card.",[45,687,688],{},"From a completed appointment — open the appointment and check out. The services, provider and client come across already attached, which is what you want almost every time.",[11,690,691,692,695,696,31],{},"An open sale can be left and picked up later: ",[14,693,694],{},"Save as draft"," parks it, and you resume it from ",[14,697,698],{},"POS",[33,700,702],{"id":701},"build-the-cart","Build the cart",[11,704,705],{},"Add lines from the item picker: services, products, memberships, packages, gift cards. Quantities, taxes and any per-service tax override are calculated as you add.",[11,707,708],{},"Attach a client if one isn't already attached. You can complete a walk-in sale without a client, but you lose loyalty points, package and membership redemption, receipts by email, and the sale's place in that person's history.",[11,710,711],{},"From the sale menu you can also:",[42,713,714,720,726],{},[45,715,716,719],{},[14,717,718],{},"Add cart discount"," — a fixed amount, a percentage, or a configured deal code. Discounts apply to their scoped subtotal and the total updates immediately.",[45,721,722,725],{},[14,723,724],{},"Add service charge"," — an auto-gratuity or surcharge line, if your business uses them.",[45,727,728,731],{},[14,729,730],{},"Add a sale note"," — internal, kept with the sale.",[147,733,734],{},[11,735,736],{},"If a service on the cart requires a signed clinical form and it isn't signed, checkout is blocked. Send and complete the form first — the message names which one.",[33,738,740],{"id":739},"choose-a-tender","Choose a tender",[11,742,743],{},"Only the tenders that can actually settle this sale are offered:",[62,745,746,756],{},[65,747,748],{},[68,749,750,753],{},[71,751,752],{},"Tender",[71,754,755],{},"What it is",[78,757,758,768,778,788,798,808,818,828,838],{},[68,759,760,765],{},[83,761,762],{},[14,763,764],{},"Card on file",[83,766,767],{},"Charge the client's saved card. Leads the list when there is one, because it's the fastest.",[68,769,770,775],{},[83,771,772],{},[14,773,774],{},"External terminal",[83,776,777],{},"The client tapped or inserted on your standalone card machine. Record it here with an optional last-4 and terminal reference so the sale ties to the terminal receipt.",[68,779,780,785],{},[83,781,782],{},[14,783,784],{},"Cash",[83,786,787],{},"Enter what they handed over; change due is calculated for you.",[68,789,790,795],{},[83,791,792],{},[14,793,794],{},"Check",[83,796,797],{},"Recorded like cash.",[68,799,800,805],{},[83,801,802],{},[14,803,804],{},"Gift card",[83,806,807],{},"Enter the code. The card's balance is applied, capped at the balance.",[68,809,810,815],{},[83,811,812],{},[14,813,814],{},"Membership balance",[83,816,817],{},"Spend down an account-balance membership's wallet.",[68,819,820,825],{},[83,821,822],{},[14,823,824],{},"Package",[83,826,827],{},"Redeem a prepaid session against an eligible service line.",[68,829,830,835],{},[83,831,832],{},[14,833,834],{},"Membership",[83,836,837],{},"Redeem an included session from a service-credit membership.",[68,839,840,845],{},[83,841,842],{},[14,843,844],{},"Self checkout",[83,846,847],{},"Text or email a secure link — the client enters their own card on your branded page.",[849,850,851],"note",{},[11,852,853,854,857,858,861],{},"A cart that ",[14,855,856],{},"sells"," a gift card can't be ",[14,859,860],{},"paid with"," a gift card. Redeeming one card to buy another moves balance with no audit trail, so that tender is removed from the list.",[33,863,865],{"id":864},"splitting-across-tenders","Splitting across tenders",[11,867,868],{},"If a tender doesn't cover the balance, the remainder stays on the sale and you pick the next method. Repeat until it's settled.",[11,870,871],{},"Quick presets offer the full balance, a half, and a third; rounding lands on the first tender so you never end on a stray cent.",[11,873,874],{},"Package, membership and membership-balance are credit tenders — they cover the bill, not the gratuity. A tip on those sales is settled by a following card or cash tender, so a client can still tip on a fully-redeemed visit.",[33,876,844],{"id":877},"self-checkout",[11,879,880,881,883],{},"Choose ",[14,882,844],{},", enter their mobile or email, and send. They open the link, enter their card on your branded page, and the sale closes itself here — you never see or type their card number. The screen updates on its own; there's nothing to refresh.",[11,885,886],{},"Needs a client attached, a balance to collect, and a connected payment processor.",[33,888,890],{"id":889},"card-surcharges","Card surcharges",[11,892,893],{},"If your business passes card processing costs on, the surcharge is shown before you charge, not after. For a card on file, Owneli knows whether it's credit or debit and only surcharges where your rules say so. For an external terminal the funding type is unknown, so the surcharge is applied by default and you can waive it for a debit card.",[33,895,897],{"id":896},"when-the-client-cant-pay-today","When the client can't pay today",[11,899,900,903,904,907],{},[14,901,902],{},"Save as unpaid"," completes the sale and leaves the balance owing. The sale shows as ",[14,905,906],{},"Completed · balance due",", and you collect the balance later from the same sale.",[33,909,911],{"id":910},"close-out","Close out",[11,913,914],{},"Confirm the payment. The receipt is ready to view, email, or resend, and a rebooking prompt appears so you can put the next visit in the diary before they leave.",[212,916,917],{},[11,918,919,920,923],{},"Cancelling a sale voids the cart and its lines. It does ",[14,921,922],{},"not"," touch the appointment — you can start a fresh checkout for the same visit afterwards.",{"title":501,"searchDepth":502,"depth":502,"links":925},[926,927,928,929,930,931,932,933],{"id":673,"depth":502,"text":674},{"id":701,"depth":502,"text":702},{"id":739,"depth":502,"text":740},{"id":864,"depth":502,"text":865},{"id":877,"depth":502,"text":844},{"id":889,"depth":502,"text":890},{"id":896,"depth":502,"text":897},{"id":910,"depth":502,"text":911},"Build a cart, apply a discount, pick a tender, split across several — and what to do when the client can't pay today.","i-lucide-receipt",[],{},[939,940,941],"\u002Fhelp\u002Fcheckout\u002Ftips","\u002Fhelp\u002Fcheckout\u002Frefunds-and-the-cash-drawer","\u002Fhelp\u002Fretail\u002Fgift-cards",{"title":662,"description":934},"help\u002Fcheckout\u002Ftake-a-payment","bRjO-9Pm_e54NESUrnbW45Q_fIOb94VnzOKzG6EkvIU",{"id":946,"title":449,"audience":6,"body":947,"category":522,"description":1271,"draft":524,"extension":525,"icon":1272,"keywords":1273,"meta":1274,"navigation":529,"order":1275,"path":475,"related":1276,"seo":1278,"stem":1279,"updatedAt":1280,"__hash__":1281},"help\u002Fhelp\u002Fgrowth\u002Fautomations.md",{"type":8,"value":948,"toc":1253},[949,954,957,961,964,968,971,1016,1020,1044,1048,1058,1062,1079,1083,1091,1094,1099,1103,1117,1121,1124,1143,1146,1150,1153,1157,1162,1172,1186,1189,1197,1201,1204,1207,1211,1220,1224,1230,1234,1250],[11,950,951],{},[14,952,953],{},"Growth → Automations",[11,955,956],{},"Automations are the messages that go out without anyone pressing send: reminders, confirmations, review requests, birthday notes. You configure them once.",[33,958,960],{"id":959},"the-catalogue","The catalogue",[11,962,963],{},"Automations are grouped by what they're for.",[37,965,967],{"id":966},"reminders","Reminders",[11,969,970],{},"Nudge clients before their visit so fewer no-show.",[62,972,973,983],{},[65,974,975],{},[68,976,977,980],{},[71,978,979],{},"Automation",[71,981,982],{},"Default",[78,984,985,995,1007],{},[68,986,987,992],{},[83,988,989],{},[14,990,991],{},"48-hour reminder",[83,993,994],{},"Off",[68,996,997,1002],{},[83,998,999],{},[14,1000,1001],{},"24-hour reminder",[83,1003,1004],{},[14,1005,1006],{},"On",[68,1008,1009,1014],{},[83,1010,1011],{},[14,1012,1013],{},"3-hour reminder",[83,1015,994],{},[37,1017,1019],{"id":1018},"appointment-updates","Appointment updates",[11,1021,1022,1023,21,1026,21,1029,21,1032,21,1035,21,1038,21,1041,31],{},"Keep clients in the loop as their booking changes: ",[14,1024,1025],{},"New appointment",[14,1027,1028],{},"Rescheduled",[14,1030,1031],{},"Cancelled",[14,1033,1034],{},"No-show follow-up",[14,1036,1037],{},"Thank you for visiting",[14,1039,1040],{},"Thank you for tipping",[14,1042,1043],{},"Aftercare",[37,1045,1047],{"id":1046},"feedback-reviews","Feedback & reviews",[11,1049,1050,1053,1054,31],{},[14,1051,1052],{},"Review request"," — see ",[442,1055,1057],{"href":1056},"\u002Fhelp\u002Fgrowth\u002Freviews","Collecting and managing reviews",[37,1059,1061],{"id":1060},"increase-bookings","Increase bookings",[11,1063,1064,21,1067,21,1070,21,1073,21,1076,31],{},[14,1065,1066],{},"Rebook reminder",[14,1068,1069],{},"Expiring benefits",[14,1071,1072],{},"Birthday",[14,1074,1075],{},"Win-back",[14,1077,1078],{},"Reward loyal clients",[37,1080,1082],{"id":1081},"waitlist-updates","Waitlist updates",[11,1084,1085,168,1088,31],{},[14,1086,1087],{},"Added to waitlist",[14,1089,1090],{},"A slot opened up",[37,1092,1093],{"id":425},"Milestones",[11,1095,1096,31],{},[14,1097,1098],{},"Welcome new clients",[37,1100,1102],{"id":1101},"client-loyalty","Client loyalty",[11,1104,1105,21,1107,21,1109,21,1111,21,1113,21,1115,31],{},[14,1106,455],{},[14,1108,458],{},[14,1110,461],{},[14,1112,464],{},[14,1114,467],{},[14,1116,471],{},[33,1118,1120],{"id":1119},"configuring-one","Configuring one",[11,1122,1123],{},"Open an automation from the catalogue and you can set:",[42,1125,1126,1131,1137],{},[45,1127,1128],{},[14,1129,1130],{},"On or off",[45,1132,1133,1136],{},[14,1134,1135],{},"Channels"," — email, SMS, or both. Not every automation is SMS-capable; the ones that are say so.",[45,1138,1139,1142],{},[14,1140,1141],{},"The content"," — each automation has an email behind it, and the catalogue card previews what the message leads with",[11,1144,1145],{},"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.",[33,1147,1149],{"id":1148},"per-appointment-overrides","Per-appointment overrides",[11,1151,1152],{},"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.",[33,1154,1156],{"id":1155},"quiet-hours","Quiet hours",[849,1158,1159],{},[11,1160,1161],{},"A 2am appointment reminder is exactly as unwelcome as a 2am marketing text. Every client-facing send passes through the same quiet-hours gate.",[11,1163,1164,1165,1167,1168,1171],{},"Quiet hours are a local-time window during which messages are ",[14,1166,922],{}," sent. The default sendable window is ",[14,1169,1170],{},"9:00 to 20:00"," in your business's timezone.",[42,1173,1174,1180],{},[45,1175,1176,1179],{},[14,1177,1178],{},"SMS"," inside quiet hours is held by the queue.",[45,1181,1182,1185],{},[14,1183,1184],{},"Email"," reminders and retention nudges have their scheduled time pushed forward, so they go out the moment the window reopens rather than overnight.",[11,1187,1188],{},"The window is resolved in your business's own timezone, never the server's, and a location can carry its own override.",[147,1190,1191],{},[11,1192,1193,1194,1196],{},"Transactional messages — a booking confirmation, a cancellation notice, a receipt — are ",[14,1195,922],{}," 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.",[33,1198,1200],{"id":1199},"consent","Consent",[11,1202,1203],{},"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.",[11,1205,1206],{},"Clients can opt out of appointment emails, appointment SMS, and birthday messages independently, from their profile or from their own account.",[33,1208,1210],{"id":1209},"sms-costs","SMS costs",[11,1212,1213,1214,1216,1217,31],{},"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 ",[14,1215,449],{},", or top up under ",[14,1218,1219],{},"Settings → Billing → Messaging wallet",[33,1221,1223],{"id":1222},"history","History",[11,1225,1226,1227,1229],{},"Each automation has a ",[14,1228,1223],{}," view showing what actually fired and when, which is the fastest way to answer \"did the reminder go out?\" without guessing.",[33,1231,1233],{"id":1232},"automations-versus-campaigns","Automations versus campaigns",[11,1235,1236,1237,1240,1241,1245,1246,1249],{},"An automation is ",[14,1238,1239],{},"triggered"," — it fires when something happens to one client. A ",[442,1242,1244],{"href":1243},"\u002Fhelp\u002Fgrowth\u002Fcampaigns","campaign"," is ",[14,1247,1248],{},"broadcast"," — you choose an audience and a time, and it goes to all of them at once.",[11,1251,1252],{},"If your sentence has \"when\", it's an automation. If it has \"everyone who\", it's a campaign.",{"title":501,"searchDepth":502,"depth":502,"links":1254},[1255,1264,1265,1266,1267,1268,1269,1270],{"id":959,"depth":502,"text":960,"children":1256},[1257,1258,1259,1260,1261,1262,1263],{"id":966,"depth":507,"text":967},{"id":1018,"depth":507,"text":1019},{"id":1046,"depth":507,"text":1047},{"id":1060,"depth":507,"text":1061},{"id":1081,"depth":507,"text":1082},{"id":425,"depth":507,"text":1093},{"id":1101,"depth":507,"text":1102},{"id":1119,"depth":502,"text":1120},{"id":1148,"depth":502,"text":1149},{"id":1155,"depth":502,"text":1156},{"id":1199,"depth":502,"text":1200},{"id":1209,"depth":502,"text":1210},{"id":1222,"depth":502,"text":1223},{"id":1232,"depth":502,"text":1233},"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,[1243,1056,1277],"\u002Fhelp\u002Fcalendar\u002Fbook-an-appointment",{"title":449,"description":1271},"help\u002Fgrowth\u002Fautomations","2026-09-01","6qmwAeW884UxJXhOv2aDJYzANfkzJswWmv-Rlu9Kxrw",{"id":1283,"title":445,"audience":640,"body":1284,"category":655,"description":1528,"draft":524,"extension":525,"icon":652,"keywords":1529,"meta":1530,"navigation":529,"order":633,"path":444,"related":1531,"seo":1533,"stem":1534,"updatedAt":536,"__hash__":1535},"help\u002Fhelp\u002Fportal\u002Fyour-account.md",{"type":8,"value":1285,"toc":1510},[1286,1289,1293,1296,1334,1337,1341,1344,1349,1353,1356,1363,1367,1461,1464,1468,1471,1474,1477,1484,1488,1491,1495,1498,1503,1507],[11,1287,1288],{},"If your salon or clinic runs on Owneli, you can book online and manage your visits yourself. This page explains what you can do.",[33,1290,1292],{"id":1291},"booking-without-an-account","Booking without an account",[11,1294,1295],{},"You don't need an account to book. Your venue's booking page walks you through it:",[1297,1298,1299,1303,1306,1310,1313,1317,1320,1324,1327,1331],"steps",{},[37,1300,1302],{"id":1301},"choose-your-service","Choose your service",[11,1304,1305],{},"Pick one or more. Some venues offer bundles — several services at a combined price.",[37,1307,1309],{"id":1308},"choose-a-time","Choose a time",[11,1311,1312],{},"Pick a date and pick from the openings shown. You can request a specific team member or leave it to whoever's available.",[37,1314,1316],{"id":1315},"add-anything-extra","Add anything extra",[11,1318,1319],{},"If your venue offers add-ons, they're offered here.",[37,1321,1323],{"id":1322},"enter-your-details","Enter your details",[11,1325,1326],{},"Name, email, and phone so they can reach you.",[37,1328,1330],{"id":1329},"confirm","Confirm",[11,1332,1333],{},"Some venues ask for a card, or take a deposit, before confirming. If yours does, the terms are shown on this screen before you pay — what's due now, how long before your appointment you can cancel for free, and what any late-cancellation or no-show fee would be.",[11,1335,1336],{},"You'll get a confirmation with a link to manage your booking.",[33,1338,1340],{"id":1339},"managing-a-booking","Managing a booking",[11,1342,1343],{},"The link in your confirmation lets you view, reschedule, or cancel without signing in anywhere.",[147,1345,1346],{},[11,1347,1348],{},"If your venue charges for late cancellations, the free-cancellation window is shown on the booking screen and in your confirmation. Cancelling inside that window may be charged to the card you used.",[33,1350,1352],{"id":1351},"your-account","Your account",[11,1354,1355],{},"If your venue has the client portal enabled, you can sign in for a fuller picture.",[11,1357,1358,1359,1362],{},"Signing in is by ",[14,1360,1361],{},"magic link"," — enter your email and a one-time sign-in link is sent to you. There's no password to remember, though you can set one if you prefer.",[37,1364,1366],{"id":1365},"whats-in-there","What's in there",[62,1368,1369,1379],{},[65,1370,1371],{},[68,1372,1373,1376],{},[71,1374,1375],{},"Section",[71,1377,1378],{},"What you'll find",[78,1380,1381,1391,1401,1411,1421,1431,1441,1451],{},[68,1382,1383,1388],{},[83,1384,1385],{},[14,1386,1387],{},"Home",[83,1389,1390],{},"Your next visit, and a quick way to book again",[68,1392,1393,1398],{},[83,1394,1395],{},[14,1396,1397],{},"Appointments",[83,1399,1400],{},"Past and upcoming visits",[68,1402,1403,1408],{},[83,1404,1405],{},[14,1406,1407],{},"Wallet",[83,1409,1410],{},"Store credit, saved cards, and any gift cards you hold",[68,1412,1413,1418],{},[83,1414,1415],{},[14,1416,1417],{},"Memberships",[83,1419,1420],{},"Your plans, what's included, and what you've used",[68,1422,1423,1428],{},[83,1424,1425],{},[14,1426,1427],{},"Loyalty",[83,1429,1430],{},"Your points, your tier, and rewards you can redeem",[68,1432,1433,1438],{},[83,1434,1435],{},[14,1436,1437],{},"Messages",[83,1439,1440],{},"Messages with the venue",[68,1442,1443,1448],{},[83,1444,1445],{},[14,1446,1447],{},"Refer",[83,1449,1450],{},"Your personal referral link",[68,1452,1453,1458],{},[83,1454,1455],{},[14,1456,1457],{},"Account",[83,1459,1460],{},"Your details and communication preferences",[11,1462,1463],{},"Not every venue turns on every section.",[37,1465,1467],{"id":1466},"more-than-one-venue","More than one venue",[11,1469,1470],{},"If you visit several businesses that use Owneli, one sign-in covers them all. Switch between them inside the portal — each keeps its own visits, memberships and points, and each looks like itself, with its own branding.",[33,1472,1417],{"id":1473},"memberships",[11,1475,1476],{},"Your membership page shows what your plan includes and what you've used this period.",[11,1478,1479,1480,1483],{},"If your venue allows it, you can ",[14,1481,1482],{},"request a pause"," from here. Pauses are subject to your venue's policy — how many you're allowed, how many days in total, and whether a freeze fee applies. Your request goes to the venue for approval.",[33,1485,1487],{"id":1486},"gift-cards","Gift cards",[11,1489,1490],{},"Gift cards you've been sent show in your wallet with their balance. You can also check any card's balance from the link that came with it, without signing in.",[33,1492,1494],{"id":1493},"saved-cards","Saved cards",[11,1496,1497],{},"Cards saved for membership billing are listed in your wallet. You can add one, make one the default, or remove one. Removing a card detaches it at the payment processor, so it genuinely can't be charged afterwards.",[849,1499,1500],{},[11,1501,1502],{},"Venues cannot enter your card details on your behalf. If you're paying by link, you type your card into your venue's own secure page — they never see or handle the number.",[33,1504,1506],{"id":1505},"forms-and-consents","Forms and consents",[11,1508,1509],{},"If your venue sends you a form before a visit, it arrives as a private link. You fill it in and sign on your own phone. Nobody else can see your answers.",{"title":501,"searchDepth":502,"depth":502,"links":1511},[1512,1519,1520,1524,1525,1526,1527],{"id":1291,"depth":502,"text":1292,"children":1513},[1514,1515,1516,1517,1518],{"id":1301,"depth":507,"text":1302},{"id":1308,"depth":507,"text":1309},{"id":1315,"depth":507,"text":1316},{"id":1322,"depth":507,"text":1323},{"id":1329,"depth":507,"text":1330},{"id":1339,"depth":502,"text":1340},{"id":1351,"depth":502,"text":1352,"children":1521},[1522,1523],{"id":1365,"depth":507,"text":1366},{"id":1466,"depth":507,"text":1467},{"id":1473,"depth":502,"text":1417},{"id":1486,"depth":502,"text":1487},{"id":1493,"depth":502,"text":1494},{"id":1505,"depth":502,"text":1506},"How to book a visit, manage an appointment, and use your credit, memberships, gift cards and points — written for clients.",[],{},[1532],"\u002Fhelp\u002Fgetting-started\u002Fwelcome",{"title":445,"description":1528},"help\u002Fportal\u002Fyour-account","9N1eadmLhpyQUP-V7NUithQbM6fNHhwCZlmTtSA_ViA",1790210903486]