[{"data":1,"prerenderedAt":1504},["ShallowReactive",2],{"help:\u002Fhelp\u002Fgrowth\u002Fmeet-sage-your-ai-assistant":3,"help-all-categories":239,"help-cat-articles:\u002Fhelp\u002Fgrowth\u002Fmeet-sage-your-ai-assistant":359,"help-related:\u002Fhelp\u002Fgrowth\u002Fmeet-sage-your-ai-assistant":360},{"id":4,"title":5,"audience":6,"body":7,"category":217,"description":218,"draft":219,"extension":220,"icon":221,"keywords":222,"meta":228,"navigation":229,"order":230,"path":231,"related":232,"seo":235,"stem":236,"updatedAt":237,"__hash__":238},"help\u002Fhelp\u002Fgrowth\u002Fmeet-sage-your-ai-assistant.md","Meet Sage, your AI assistant","clinic",{"type":8,"value":9,"toc":204},"minimark",[10,14,22,27,97,100,103,107,110,148,160,164,178,182,187,190,194,197,201],[11,12,13],"p",{},"Sage is the AI concierge built into Owneli. It answers questions from your live business data, explains how the app works, takes you to the right screen, and drafts emails, forms, policies, and campaigns for you to review. It prepares; a human performs every consequential action.",[11,15,16,17,21],{},"Sage is available to ",[18,19,20],"strong",{},"admins and owners"," (v1), and only when the AI assistant is enabled for your workspace. When available, its panel opens from the main app chrome on any page.",[23,24,26],"h2",{"id":25},"what-can-sage-actually-do","What can Sage actually do?",[28,29,30,43],"table",{},[31,32,33],"thead",{},[34,35,36,40],"tr",{},[37,38,39],"th",{},"Job",[37,41,42],{},"Examples",[44,45,46,57,67,77,87],"tbody",{},[34,47,48,54],{},[49,50,51],"td",{},[18,52,53],{},"Find",[49,55,56],{},"\"Find Jordan Hayes\", \"what's on Nicole's schedule tomorrow?\", \"how much is the hydrafacial?\"",[34,58,59,64],{},[49,60,61],{},[18,62,63],{},"Answer",[49,65,66],{},"\"How did revenue look last week?\", \"what's our cancellation policy?\", \"how are deposits configured?\"",[34,68,69,74],{},[49,70,71],{},[18,72,73],{},"Explain",[49,75,76],{},"\"How do I add a service?\" — grounded in the product's own help content",[34,78,79,84],{},[49,80,81],{},[18,82,83],{},"Go",[49,85,86],{},"\"Take me to gift cards\" — replies with a validated, tappable link",[34,88,89,94],{},[49,90,91],{},[18,92,93],{},"Draft",[49,95,96],{},"An email template, a form, a policy, or a marketing campaign — always as a draft you edit and publish yourself",[11,98,99],{},"You can also drop a PDF or image into the chat — Sage reads it, summarises, or extracts fields.",[11,101,102],{},"Answers about money, dates, and names come from real lookups against your data, scoped to what you're allowed to see. If a lookup returns nothing, Sage says so instead of inventing a number.",[23,104,106],{"id":105},"what-sage-will-never-do","What Sage will never do",[11,108,109],{},"These are structural limits — no tool exists for them, regardless of who asks:",[111,112,113,120,130,136,142],"ul",{},[114,115,116,119],"li",{},[18,117,118],{},"Move money"," — no charging, refunding, wallet or gift-card adjustments, no touching the POS or drawer.",[114,121,122,125,126,129],{},[18,123,124],{},"Send or schedule"," — campaigns are ",[18,127,128],{},"draft-only","; Sage never sends an email or SMS, and never enables an automation.",[114,131,132,135],{},[18,133,134],{},"Delete or cancel records"," — including appointments; it navigates you there so you decide.",[114,137,138,141],{},[18,139,140],{},"Change access or settings"," — roles, permissions, and configuration are read-only to Sage.",[114,143,144,147],{},[18,145,146],{},"Read clinical charts or PHI"," — client lookups return operational fields only.",[149,150,151],"warning",{},[11,152,153,154,159],{},"When Sage drafts a campaign, nothing has been sent. The draft lands in your campaign editor where the normal rules — consent, quiet hours, your own review — still apply before anything goes out. See ",[155,156,158],"a",{"href":157},"\u002Fhelp\u002Fgrowth\u002Fcampaigns","Campaigns",".",[23,161,163],{"id":162},"try-these-first","Try these first",[111,165,166,169,172,175],{},[114,167,168],{},"\"What does my day look like tomorrow?\"",[114,170,171],{},"\"Give me a snapshot of the business this month.\"",[114,173,174],{},"\"Draft a win-back email for clients we haven't seen in 90 days.\"",[114,176,177],{},"\"Where do I set up tax rates?\"",[23,179,181],{"id":180},"common-questions","Common questions",[183,184,186],"h3",{"id":185},"why-dont-i-see-sage","Why don't I see Sage?",[11,188,189],{},"It's admin\u002Fowner-only in this release, and the workspace-level AI feature must be enabled. Staff accounts don't get the panel.",[183,191,193],{"id":192},"are-sages-numbers-trustworthy","Are Sage's numbers trustworthy?",[11,195,196],{},"They're read from your live data at ask time, and results are capped (typically 10 rows, and it says when a list is truncated). Treat it like a fast lookup, and use the reports for anything you'll act on financially.",[183,198,200],{"id":199},"does-sage-learn-from-my-clients-data","Does Sage learn from my clients' data?",[11,202,203],{},"Sage answers from your workspace's data during the conversation; usage is rate-limited and audited per user. ",{"title":205,"searchDepth":206,"depth":206,"links":207},"",2,[208,209,210,211],{"id":25,"depth":206,"text":26},{"id":105,"depth":206,"text":106},{"id":162,"depth":206,"text":163},{"id":180,"depth":206,"text":181,"children":212},[213,215,216],{"id":185,"depth":214,"text":186},3,{"id":192,"depth":214,"text":193},{"id":199,"depth":214,"text":200},"growth","What Sage can look up, draft, and explain, and the hard limits it works within. It never sends, charges, deletes, or changes a setting on its own.",false,"md","i-lucide-sparkles",[223,224,225,226,227],"sage ai assistant","ai draft campaign","ask ai about my business","ai concierge workroom","what can sage do",{},true,70,"\u002Fhelp\u002Fgrowth\u002Fmeet-sage-your-ai-assistant",[157,233,234],"\u002Fhelp\u002Fclients\u002Femails-and-care-guides","\u002Fhelp\u002Fclients\u002Fbuild-a-form",{"title":5,"description":218},"help\u002Fgrowth\u002Fmeet-sage-your-ai-assistant","2026-08-14","5A7rtRpdiqkn4nmZJSvPv46fhNeQtRGnZIjqAWJih3g",[240,251,260,269,279,289,299,309,318,328,338,349],{"id":241,"title":242,"audience":6,"description":243,"extension":244,"icon":245,"meta":246,"order":247,"slug":248,"stem":249,"__hash__":250},"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":252,"title":253,"audience":6,"description":254,"extension":244,"icon":255,"meta":256,"order":206,"slug":257,"stem":258,"__hash__":259},"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":261,"title":262,"audience":6,"description":263,"extension":244,"icon":264,"meta":265,"order":214,"slug":266,"stem":267,"__hash__":268},"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":270,"title":271,"audience":6,"description":272,"extension":244,"icon":273,"meta":274,"order":275,"slug":276,"stem":277,"__hash__":278},"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":280,"title":281,"audience":6,"description":282,"extension":244,"icon":283,"meta":284,"order":285,"slug":286,"stem":287,"__hash__":288},"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":290,"title":291,"audience":6,"description":292,"extension":244,"icon":293,"meta":294,"order":295,"slug":296,"stem":297,"__hash__":298},"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":300,"title":301,"audience":6,"description":302,"extension":244,"icon":303,"meta":304,"order":305,"slug":306,"stem":307,"__hash__":308},"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":310,"title":311,"audience":6,"description":312,"extension":244,"icon":313,"meta":314,"order":315,"slug":217,"stem":316,"__hash__":317},"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":319,"title":320,"audience":6,"description":321,"extension":244,"icon":322,"meta":323,"order":324,"slug":325,"stem":326,"__hash__":327},"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":329,"title":330,"audience":6,"description":331,"extension":244,"icon":332,"meta":333,"order":334,"slug":335,"stem":336,"__hash__":337},"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":339,"title":340,"audience":341,"description":342,"extension":244,"icon":343,"meta":344,"order":345,"slug":346,"stem":347,"__hash__":348},"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":350,"title":351,"audience":341,"description":352,"extension":244,"icon":353,"meta":354,"order":355,"slug":356,"stem":357,"__hash__":358},"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",[],[361,803,1062],{"id":362,"title":158,"audience":6,"body":363,"category":217,"description":791,"draft":219,"extension":220,"icon":792,"keywords":793,"meta":794,"navigation":229,"order":795,"path":157,"related":796,"seo":799,"stem":800,"updatedAt":801,"__hash__":802},"help\u002Fhelp\u002Fgrowth\u002Fcampaigns.md",{"type":8,"value":364,"toc":771},[365,370,373,384,388,403,410,420,423,427,593,597,659,676,680,693,696,710,713,717,723,727,730,734,750,754],[11,366,367],{},[18,368,369],{},"Growth → Campaigns",[11,371,372],{},"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.",[11,374,375,376,379,380,383],{},"The page has two tabs — ",[18,377,378],{},"Blasts"," (one-time sends) and ",[18,381,382],{},"Always-on"," (campaigns that run themselves).",[23,385,387],{"id":386},"send-a-newsletter","Send a newsletter",[11,389,390,391,394,395,398,399,402],{},"Choose ",[18,392,393],{},"Start a campaign ? Send a newsletter"," for an email update to clients who have opted into marketing. Start with ",[18,396,397],{},"Monthly newsletter"," or ",[18,400,401],{},"Community update",", then replace the sample copy with your news, useful advice, and booking links.",[11,404,405,406,409],{},"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 ",[18,407,408],{},"Powered by Owneli"," footer.",[11,411,412,413,398,416,419],{},"Review the audience, send yourself a test, and choose ",[18,414,415],{},"Now",[18,417,418],{},"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.",[11,421,422],{},"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.",[23,424,426],{"id":425},"build-a-campaign","Build a campaign",[428,429,430,434,444,448,459,494,505,512,516,523,533,537,540,544,547,551,554,558,566,576,580,583,589],"steps",{},[183,431,433],{"id":432},"start-from-a-goal","Start from a goal",[11,435,436,439,440,443],{},[18,437,438],{},"New campaign"," asks what outcome you're after and sets up the audience, channel and follow-ups for you. ",[18,441,442],{},"Start from scratch"," if you'd rather build it yourself.",[183,445,447],{"id":446},"choose-your-audience","Choose your audience",[11,449,450,451,454,455,458],{},"Two modes. ",[18,452,453],{},"Standard"," offers ready-made segments. ",[18,456,457],{},"Custom"," lets you stack conditions:",[111,460,461,464,467,470,473,476,479,482,485,488,491],{},[114,462,463],{},"Added in the last N days",[114,465,466],{},"Visited in the last N days",[114,468,469],{},"No visit in the last N days",[114,471,472],{},"Has tag",[114,474,475],{},"Visited location",[114,477,478],{},"Birthday month",[114,480,481],{},"At least N sales in a window",[114,483,484],{},"First visit upcoming",[114,486,487],{},"Has no-showed before",[114,489,490],{},"Has an active membership",[114,492,493],{},"Recently engaged a campaign",[11,495,496,497,500,501,504],{},"Then choose whether clients must match ",[18,498,499],{},"all"," conditions or ",[18,502,503],{},"any"," of them.",[11,506,507,508,511],{},"A useful audience can be saved as a named ",[18,509,510],{},"segment"," and loaded into future campaigns.",[183,513,515],{"id":514},"check-the-reach","Check the reach",[11,517,518,519,522],{},"The audience panel shows how many ",[18,520,521],{},"reachable"," clients match, split by email (free) and text (costs credits). You can preview a sample of who's included.",[524,525,526],"note",{},[11,527,528,529,532],{},"The reach figure is who will ",[18,530,531],{},"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.",[183,534,536],{"id":535},"pick-a-channel","Pick a channel",[11,538,539],{},"Email, SMS, both, WhatsApp, or push. SMS and WhatsApp share the same opt-in and the same messaging balance.",[183,541,543],{"id":542},"write-it","Write it",[11,545,546],{},"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.",[183,548,550],{"id":549},"attach-an-offer","Attach an offer",[11,552,553],{},"Optionally link a deal so it auto-applies when these clients book. Pick an existing active deal or create a new one.",[183,555,557],{"id":556},"choose-when-to-send","Choose when to send",[11,559,560,562,563,565],{},[18,561,415],{},", or ",[18,564,418],{}," for a date and time.",[11,567,568,569,571,572,575],{},"Or make it ",[18,570,382],{},": it checks your clients daily and reaches each one the moment they qualify. Set a ",[18,573,574],{},"re-entry cooldown"," — 30, 60, 90, 180 days or a year — so the same person isn't re-enrolled endlessly.",[183,577,579],{"id":578},"add-follow-ups","Add follow-ups",[11,581,582],{},"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.",[584,585,586],"tip",{},[11,587,588],{},"Anyone who books is excluded from follow-ups automatically. You will never chase someone for not responding to an offer they already took.",[183,590,592],{"id":591},"review-and-send","Review and send",[23,594,596],{"id":595},"statuses","Statuses",[28,598,599,609],{},[31,600,601],{},[34,602,603,606],{},[37,604,605],{},"Status",[37,607,608],{},"Meaning",[44,610,611,620,629,639,649],{},[34,612,613,617],{},[49,614,615],{},[18,616,93],{},[49,618,619],{},"Being built",[34,621,622,626],{},[49,623,624],{},[18,625,418],{},[49,627,628],{},"Waiting for its send time",[34,630,631,636],{},[49,632,633],{},[18,634,635],{},"Sending",[49,637,638],{},"In flight",[34,640,641,646],{},[49,642,643],{},[18,644,645],{},"Sent",[49,647,648],{},"Delivered",[34,650,651,656],{},[49,652,653],{},[18,654,655],{},"Cancelled",[49,657,658],{},"Stopped before sending",[11,660,661,662,664,665,562,668,671,672,675],{},"Always-on campaigns are ",[18,663,93],{},", ",[18,666,667],{},"Active",[18,669,670],{},"Paused",", and show how many clients are enrolled and when they were last checked. ",[18,673,674],{},"Check now"," runs an evaluation immediately.",[23,677,679],{"id":678},"consent-and-the-law","Consent and the law",[681,682,683,690],"caution",{},[11,684,685,686,689],{},"Marketing consent is separate from appointment notifications, and it is never granted implicitly. A client who agreed to appointment reminders has ",[18,687,688],{},"not"," agreed to marketing.",[11,691,692],{},"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.",[11,694,695],{},"What Owneli does for you:",[111,697,698,701,704,707],{},[114,699,700],{},"Filters non-consenting and unsubscribed clients out of every audience, before the count you see",[114,702,703],{},"Honours per-client opt-outs for email, SMS and birthday messages independently",[114,705,706],{},"Defers marketing sends outside your quiet-hours window (default 9:00–20:00 in your business's timezone)",[114,708,709],{},"Records who was sent what, and when",[11,711,712],{},"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.",[23,714,716],{"id":715},"sms-costs","SMS costs",[11,718,719,720,159],{},"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 ",[18,721,722],{},"Settings → Billing → Messaging wallet",[23,724,726],{"id":725},"when-an-audience-empties","When an audience empties",[11,728,729],{},"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.",[23,731,733],{"id":732},"campaigns-versus-automations","Campaigns versus automations",[11,735,736,737,740,741,745,746,749],{},"A campaign is ",[18,738,739],{},"broadcast"," — you pick an audience and a time. An ",[155,742,744],{"href":743},"\u002Fhelp\u002Fgrowth\u002Fautomations","automation"," is ",[18,747,748],{},"triggered"," — it fires when something happens to one client.",[23,751,753],{"id":752},"reporting","Reporting",[111,755,756,762,768],{},[114,757,758,761],{},[18,759,760],{},"Growth → Reports → Attribution"," — revenue traced back to campaigns",[114,763,764,767],{},[18,765,766],{},"Growth → Reports → Channel rollup"," — how each channel performs",[114,769,770],{},"Each campaign carries its own sent, opened, clicked and revenue figures",{"title":205,"searchDepth":206,"depth":206,"links":772},[773,774,785,786,787,788,789,790],{"id":386,"depth":206,"text":387},{"id":425,"depth":206,"text":426,"children":775},[776,777,778,779,780,781,782,783,784],{"id":432,"depth":214,"text":433},{"id":446,"depth":214,"text":447},{"id":514,"depth":214,"text":515},{"id":535,"depth":214,"text":536},{"id":542,"depth":214,"text":543},{"id":549,"depth":214,"text":550},{"id":556,"depth":214,"text":557},{"id":578,"depth":214,"text":579},{"id":591,"depth":214,"text":592},{"id":595,"depth":206,"text":596},{"id":678,"depth":206,"text":679},{"id":715,"depth":206,"text":716},{"id":725,"depth":206,"text":726},{"id":732,"depth":206,"text":733},{"id":752,"depth":206,"text":753},"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,[743,797,798],"\u002Fhelp\u002Fclients\u002Fadd-and-find-clients","\u002Fhelp\u002Fgrowth\u002Ffind-and-read-a-report",{"title":158,"description":791},"help\u002Fgrowth\u002Fcampaigns","2026-09-22","Mpbo5infG1BV5pMRW6jd1m8-Q0LcyO9W0KZiQgrplVY",{"id":804,"title":805,"audience":6,"body":806,"category":276,"description":1051,"draft":219,"extension":220,"icon":1052,"keywords":1053,"meta":1054,"navigation":229,"order":1055,"path":233,"related":1056,"seo":1058,"stem":1059,"updatedAt":1060,"__hash__":1061},"help\u002Fhelp\u002Fclients\u002Femails-and-care-guides.md","Email templates and care guides",{"type":8,"value":807,"toc":1034},[808,812,817,820,824,839,843,846,852,856,861,867,871,874,877,883,886,892,896,905,908,915,920,924,929,932,936,945,948,951,957,960,963,970,974,983,987],[23,809,811],{"id":810},"email-templates","Email templates",[11,813,814],{},[18,815,816],{},"Clients → Emails",[11,818,819],{},"A template is a reusable email you send to clients — pre-care instructions, a post-treatment check-in, an appointment note.",[183,821,823],{"id":822},"create-one","Create one",[11,825,826,827,830,831,834,835,838],{},"Give it a name, a ",[18,828,829],{},"subject",", and a ",[18,832,833],{},"message",". Choose a ",[18,836,837],{},"category"," so the list stays navigable: Pre-care, Post-care, Reminder, Confirmation, Notification, Marketing, or Other.",[183,840,842],{"id":841},"variables","Variables",[11,844,845],{},"Templates support variables — placeholders like the client's name that fill in when the email is sent. The template card shows how many variables a template uses, and the subject field hints at the syntax as you type.",[11,847,848,851],{},[18,849,850],{},"Send a test"," to yourself before you use a template for real. The test renders with sample values, so you see exactly what a client would.",[183,853,855],{"id":854},"branding","Branding",[524,857,858],{},[11,859,860],{},"Every email you send is wrapped automatically in your logo, brand colours and business address — the same design as your automated messages. You write the content; the chrome is handled.",[11,862,863,864,159],{},"Set your brand under ",[18,865,866],{},"Settings → Organization details",[183,868,870],{"id":869},"attachments","Attachments",[11,872,873],{},"Up to 5 files, 10MB each — PDFs, images, documents.",[183,875,635],{"id":876},"sending",[11,878,879,882],{},[18,880,881],{},"Compose"," walks you through it: choose who you're emailing, then either use a template or write a custom email. You review the rendered result before it goes.",[11,884,885],{},"You can send to one client or to several at once, and schedule a send rather than firing immediately.",[11,887,888,891],{},[18,889,890],{},"Sent emails"," lists what went out, so you can confirm delivery rather than assume it.",[23,893,895],{"id":894},"system-emails","System emails",[11,897,898,899,902,903],{},"The ",[18,900,901],{},"System"," tab on ",[18,904,816],{},[11,906,907],{},"These are the branded emails the app sends automatically — confirmations, reminders, receipts, and the rest. They're managed for you and already use your logo and colours.",[11,909,910,911,914],{},"Open any one to ",[18,912,913],{},"preview exactly what your clients receive",". Each has editable copy slots — the specific lines you might want to word differently — while the structure, branding and data tokens stay intact.",[584,916,917],{},[11,918,919],{},"Preview your booking confirmation and your reminder at least once. They're the two emails your clients see most, and most businesses never look at them.",[23,921,923],{"id":922},"care-guides","Care guides",[11,925,926],{},[18,927,928],{},"Clients → Care Guides",[11,930,931],{},"Care guides are your proprietary pre-care and post-care instructions: what to do before a peel, how to look after skin afterwards, when to call.",[183,933,935],{"id":934},"how-theyre-shared","How they're shared",[149,937,938],{},[11,939,940,941,944],{},"Care guides are shared ",[18,942,943],{},"only"," through tokenised links, one per client, and are never indexed by search engines. Your protocols don't end up on Google.",[11,946,947],{},"Each client gets their own unique link they can bookmark and re-read. Links carry a default expiry, set per guide.",[183,949,823],{"id":950},"create-one-1",[11,952,953,954,956],{},"Author it once and reuse it for every client receiving that treatment. Set a ",[18,955,837],{}," — Pre-care, Post-care, or General — and publish it when it's ready. Drafts aren't sendable.",[11,958,959],{},"The list shows how many times each guide was sent this month and when it was last updated, so you can see which ones are actually earning their place.",[183,961,635],{"id":962},"sending-1",[11,964,965,966,969],{},"Send from the guide itself, from a client's profile, or from the ",[18,967,968],{},"Send"," button in the top bar — the same picker that handles forms and emails.",[183,971,973],{"id":972},"deleting","Deleting",[681,975,976],{},[11,977,978,979,982],{},"Deleting a care guide also ",[18,980,981],{},"invalidates every active client link",". Anyone who bookmarked it loses access. Unpublish instead if you just want to stop sending it.",[23,984,986],{"id":985},"which-one-to-use","Which one to use",[28,988,989,999],{},[31,990,991],{},[34,992,993,996],{},[37,994,995],{},"You want to…",[37,997,998],{},"Use",[44,1000,1001,1009,1017,1024],{},[34,1002,1003,1006],{},[49,1004,1005],{},"Send a one-off message to a client",[49,1007,1008],{},"Email template, or compose custom",[34,1010,1011,1014],{},[49,1012,1013],{},"Give a client instructions they'll re-read",[49,1015,1016],{},"Care guide",[34,1018,1019,1022],{},[49,1020,1021],{},"Change what an automatic email says",[49,1023,895],{},[34,1025,1026,1029],{},[49,1027,1028],{},"Reach a whole segment at once",[49,1030,1031],{},[155,1032,1033],{"href":157},"Campaign",{"title":205,"searchDepth":206,"depth":206,"links":1035},[1036,1043,1044,1050],{"id":810,"depth":206,"text":811,"children":1037},[1038,1039,1040,1041,1042],{"id":822,"depth":214,"text":823},{"id":841,"depth":214,"text":842},{"id":854,"depth":214,"text":855},{"id":869,"depth":214,"text":870},{"id":876,"depth":214,"text":635},{"id":894,"depth":206,"text":895},{"id":922,"depth":206,"text":923,"children":1045},[1046,1047,1048,1049],{"id":934,"depth":214,"text":935},{"id":950,"depth":214,"text":823},{"id":962,"depth":214,"text":635},{"id":972,"depth":214,"text":973},{"id":985,"depth":206,"text":986},"Write reusable emails with variables, customise the built-in system emails, and share pre- and post-care guides by private link.","i-lucide-mail",[],{},30,[1057,157],"\u002Fhelp\u002Fclients\u002Fsend-forms-and-consents",{"title":805,"description":1051},"help\u002Fclients\u002Femails-and-care-guides","2026-09-01","OlccewbPcB5jPcdyLOwNXyAOkB8Jrhok8Z9cVR1CY_o",{"id":1063,"title":1064,"audience":6,"body":1065,"category":276,"description":1493,"draft":219,"extension":220,"icon":1494,"keywords":1495,"meta":1496,"navigation":229,"order":1497,"path":234,"related":1498,"seo":1500,"stem":1501,"updatedAt":1502,"__hash__":1503},"help\u002Fhelp\u002Fclients\u002Fbuild-a-form.md","Build a form template",{"type":8,"value":1066,"toc":1475},[1067,1072,1079,1083,1090,1093,1097,1101,1135,1139,1156,1159,1163,1173,1177,1240,1253,1257,1320,1324,1327,1335,1339,1347,1355,1358,1362,1369,1372,1396,1403,1408,1411,1415,1434,1438,1441,1445,1452,1461,1465,1468,1472],[11,1068,1069],{},[18,1070,1071],{},"Clients → Forms → New form",[11,1073,1074,1075,1078],{},"A form template is built once and sent as many times as you need. This page covers authoring; ",[155,1076,1077],{"href":1057},"Send forms and consents"," covers sending and tracking.",[23,1080,1082],{"id":1081},"simple-mode-and-the-full-palette","Simple mode and the full palette",[11,1084,1085,1086,1089],{},"The builder starts in ",[18,1087,1088],{},"simple mode",", showing only the everyday field types. Most intake forms never need more than that.",[11,1091,1092],{},"Switch out of simple mode when you want the advanced types — date-and-time, rating, address, file upload, and calculated fields.",[23,1094,1096],{"id":1095},"the-field-palette","The field palette",[183,1098,1100],{"id":1099},"layout","Layout",[28,1102,1103,1113],{},[31,1104,1105],{},[34,1106,1107,1110],{},[37,1108,1109],{},"Field",[37,1111,1112],{},"Use it for",[44,1114,1115,1125],{},[34,1116,1117,1122],{},[49,1118,1119],{},[18,1120,1121],{},"Section",[49,1123,1124],{},"A heading that breaks a long form into readable chunks",[34,1126,1127,1132],{},[49,1128,1129],{},[18,1130,1131],{},"Paragraph",[49,1133,1134],{},"Explanatory text with no input — instructions, a disclaimer",[183,1136,1138],{"id":1137},"text-inputs","Text inputs",[11,1140,1141,664,1144,664,1147,664,1150,664,1153,159],{},[18,1142,1143],{},"Text",[18,1145,1146],{},"Long text",[18,1148,1149],{},"Email",[18,1151,1152],{},"Phone",[18,1154,1155],{},"Number",[11,1157,1158],{},"Email and phone validate what's typed, so you get a usable address rather than a typo.",[183,1160,1162],{"id":1161},"date-and-time","Date and time",[11,1164,1165,664,1168,664,1171,159],{},[18,1166,1167],{},"Date",[18,1169,1170],{},"Time",[18,1172,1162],{},[183,1174,1176],{"id":1175},"selection","Selection",[28,1178,1179,1188],{},[31,1180,1181],{},[34,1182,1183,1185],{},[37,1184,1109],{},[37,1186,1187],{},"Behaviour",[44,1189,1190,1200,1210,1220,1230],{},[34,1191,1192,1197],{},[49,1193,1194],{},[18,1195,1196],{},"Checkbox",[49,1198,1199],{},"A single yes\u002Fno tick",[34,1201,1202,1207],{},[49,1203,1204],{},[18,1205,1206],{},"Checkbox group",[49,1208,1209],{},"Pick any number from a list",[34,1211,1212,1217],{},[49,1213,1214],{},[18,1215,1216],{},"Radio buttons",[49,1218,1219],{},"Pick exactly one, all options visible",[34,1221,1222,1227],{},[49,1223,1224],{},[18,1225,1226],{},"Dropdown",[49,1228,1229],{},"Pick exactly one from a longer list",[34,1231,1232,1237],{},[49,1233,1234],{},[18,1235,1236],{},"Rating",[49,1238,1239],{},"A star rating",[584,1241,1242],{},[11,1243,1244,1245,1248,1249,1252],{},"Use ",[18,1246,1247],{},"radio buttons"," when there are five or fewer options and you want the client to see them all — a medical yes\u002Fno\u002Funsure. Use a ",[18,1250,1251],{},"dropdown"," when the list is long enough that showing it all would bury the rest of the form.",[183,1254,1256],{"id":1255},"advanced","Advanced",[28,1258,1259,1268],{},[31,1260,1261],{},[34,1262,1263,1265],{},[37,1264,1109],{},[37,1266,1267],{},"What it does",[44,1269,1270,1280,1290,1300,1310],{},[34,1271,1272,1277],{},[49,1273,1274],{},[18,1275,1276],{},"Address",[49,1278,1279],{},"A structured address, not a free-text box",[34,1281,1282,1287],{},[49,1283,1284],{},[18,1285,1286],{},"Signature",[49,1288,1289],{},"Drawn on screen. This is what makes a consent a consent.",[34,1291,1292,1297],{},[49,1293,1294],{},[18,1295,1296],{},"Initials",[49,1298,1299],{},"A lighter-weight acknowledgment, for initialling individual clauses",[34,1301,1302,1307],{},[49,1303,1304],{},[18,1305,1306],{},"File upload",[49,1308,1309],{},"The client attaches a document or photo",[34,1311,1312,1317],{},[49,1313,1314],{},[18,1315,1316],{},"Calculated",[49,1318,1319],{},"A score derived from other answers — see below",[23,1321,1323],{"id":1322},"required-fields","Required fields",[11,1325,1326],{},"Mark any field as required and the form can't be submitted without it.",[149,1328,1329],{},[11,1330,1331,1332,1334],{},"A required field inside a section that's hidden by conditional logic is ",[18,1333,688],{}," enforced while it's hidden. That's correct behaviour — you can't require an answer to a question the client was never shown — but it means \"required\" alone doesn't guarantee you'll get an answer. Check your conditions.",[23,1336,1338],{"id":1337},"conditional-logic","Conditional logic",[11,1340,1341,1342,1346],{},"Any field can be shown only when other answers meet a condition — \"if the client ticked ",[1343,1344,1345],"em",{},"pregnant",", show these three questions\".",[11,1348,1349,1350,1352,1353,504],{},"You can combine several conditions and choose whether ",[18,1351,499],{}," of them must match or ",[18,1354,503],{},[11,1356,1357],{},"The same rules are evaluated on the server when the form is submitted, so a client can't bypass a condition by fiddling with the page.",[23,1359,1361],{"id":1360},"calculated-fields","Calculated fields",[11,1363,1364,1365,1368],{},"A ",[18,1366,1367],{},"calculated"," field produces a score from other answers. It's how you turn a questionnaire into a triage signal.",[11,1370,1371],{},"How the total is built:",[111,1373,1374,1383,1388],{},[114,1375,1376,1379,1380,1382],{},[18,1377,1378],{},"Radio"," and ",[18,1381,1251],{}," — the selected option's score",[114,1384,1385,1387],{},[18,1386,1206],{}," — the sum of every selected option's score",[114,1389,1390,1379,1392,1395],{},[18,1391,1236],{},[18,1393,1394],{},"number"," — the value itself",[11,1397,1398,1399,1402],{},"You then map the total onto ",[18,1400,1401],{},"bands"," — a label for each range, with the total falling into the lowest band whose maximum it fits under. A total above every band lands in the highest one.",[524,1404,1405],{},[11,1406,1407],{},"Scoring is deliberately bounded to summing option scores and mapping to bands. There is no general formula engine — that's a safety decision, not an omission. If you need something more elaborate, calculate it outside the form.",[11,1409,1410],{},"The live preview computes the score exactly the way the server does, so what you see while authoring is what the client's submission will record.",[23,1412,1414],{"id":1413},"form-settings","Form settings",[111,1416,1417,1423,1428],{},[114,1418,1419,1422],{},[18,1420,1421],{},"Category"," — how the form is grouped in lists and in a client's documents",[114,1424,1425,1427],{},[18,1426,1286],{}," — whether a signature is captured",[114,1429,1430,1433],{},[18,1431,1432],{},"Expiry"," — the default number of days a sent link stays live",[23,1435,1437],{"id":1436},"versions","Versions",[11,1439,1440],{},"Every form has version history. A form already sent keeps the version the client was sent — editing a template never rewrites a submission somebody has already completed.",[23,1442,1444],{"id":1443},"attaching-a-form-to-a-service","Attaching a form to a service",[11,1446,1447,1448,1451],{},"A service can require a form, set on the service's ",[18,1449,1450],{},"Forms"," tab.",[149,1453,1454],{},[11,1455,1456,1457,1460],{},"A service that requires a signed clinical form will ",[18,1458,1459],{},"block checkout"," until the form is signed. Test the whole path — send, complete, sign, check out — before you put a required form on a service you sell every day.",[23,1462,1464],{"id":1463},"starter-templates","Starter templates",[11,1466,1467],{},"The builder ships with starter templates. Starting from one and cutting what you don't need is usually faster than starting from an empty form, and you're less likely to forget a standard question.",[23,1469,1471],{"id":1470},"archiving","Archiving",[11,1473,1474],{},"Archive a form you no longer send rather than deleting it. Deleting orphans the submissions that reference it.",{"title":205,"searchDepth":206,"depth":206,"links":1476},[1477,1478,1485,1486,1487,1488,1489,1490,1491,1492],{"id":1081,"depth":206,"text":1082},{"id":1095,"depth":206,"text":1096,"children":1479},[1480,1481,1482,1483,1484],{"id":1099,"depth":214,"text":1100},{"id":1137,"depth":214,"text":1138},{"id":1161,"depth":214,"text":1162},{"id":1175,"depth":214,"text":1176},{"id":1255,"depth":214,"text":1256},{"id":1322,"depth":206,"text":1323},{"id":1337,"depth":206,"text":1338},{"id":1360,"depth":206,"text":1361},{"id":1413,"depth":206,"text":1414},{"id":1436,"depth":206,"text":1437},{"id":1443,"depth":206,"text":1444},{"id":1463,"depth":206,"text":1464},{"id":1470,"depth":206,"text":1471},"The field palette, sections, conditional logic, scored questions, and signatures — everything the form builder can do.","i-lucide-file-text",[],{},25,[1057,1499],"\u002Fhelp\u002Fsettings\u002Fservices-and-pricing",{"title":1064,"description":1493},"help\u002Fclients\u002Fbuild-a-form","2026-07-26","WMoP9GihXdPlY9PaXndVnFL0KQXbEhIjVcZcwApPie0",1790210903500]