[{"data":1,"prerenderedAt":1686},["ShallowReactive",2],{"help:\u002Fhelp\u002Foperations":3,"help-all-categories":4,"help-cat-articles:\u002Fhelp\u002Foperations":128,"help-related:\u002Fhelp\u002Foperations":1685},null,[5,17,27,37,47,57,67,77,87,97,107,118],{"id":6,"title":7,"audience":8,"description":9,"extension":10,"icon":11,"meta":12,"order":13,"slug":14,"stem":15,"__hash__":16},"helpCategories\u002Fhelp\u002Fcategories\u002Fgetting-started.yml","Getting started","clinic","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":18,"title":19,"audience":8,"description":20,"extension":10,"icon":21,"meta":22,"order":23,"slug":24,"stem":25,"__hash__":26},"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",{},2,"calendar","help\u002Fcategories\u002Fcalendar","s5UMHzRIeTUFi7mdsOyuSluzJBp79U9WTsTpOtbaW-E",{"id":28,"title":29,"audience":8,"description":30,"extension":10,"icon":31,"meta":32,"order":33,"slug":34,"stem":35,"__hash__":36},"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",{},3,"checkout","help\u002Fcategories\u002Fcheckout","4PQPgJd7Z25g0SvtoqqdMlnzk3DlcJpaZhNAiNiYVW0",{"id":38,"title":39,"audience":8,"description":40,"extension":10,"icon":41,"meta":42,"order":43,"slug":44,"stem":45,"__hash__":46},"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":48,"title":49,"audience":8,"description":50,"extension":10,"icon":51,"meta":52,"order":53,"slug":54,"stem":55,"__hash__":56},"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":58,"title":59,"audience":8,"description":60,"extension":10,"icon":61,"meta":62,"order":63,"slug":64,"stem":65,"__hash__":66},"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":68,"title":69,"audience":8,"description":70,"extension":10,"icon":71,"meta":72,"order":73,"slug":74,"stem":75,"__hash__":76},"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":78,"title":79,"audience":8,"description":80,"extension":10,"icon":81,"meta":82,"order":83,"slug":84,"stem":85,"__hash__":86},"helpCategories\u002Fhelp\u002Fcategories\u002Fgrowth.yml","Reports & growth","Read the numbers, export them, and find the report you actually need.","i-lucide-trending-up",{},8,"growth","help\u002Fcategories\u002Fgrowth","3XyCU-DkoYi7xSPz0tDRohlYkNBUS0YsLo-insknI8o",{"id":88,"title":89,"audience":8,"description":90,"extension":10,"icon":91,"meta":92,"order":93,"slug":94,"stem":95,"__hash__":96},"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":98,"title":99,"audience":8,"description":100,"extension":10,"icon":101,"meta":102,"order":103,"slug":104,"stem":105,"__hash__":106},"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":108,"title":109,"audience":110,"description":111,"extension":10,"icon":112,"meta":113,"order":114,"slug":115,"stem":116,"__hash__":117},"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":119,"title":120,"audience":110,"description":121,"extension":10,"icon":122,"meta":123,"order":124,"slug":125,"stem":126,"__hash__":127},"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",[129,523,736,1034,1185,1474],{"id":130,"title":131,"audience":8,"body":132,"category":64,"description":509,"draft":510,"extension":511,"icon":512,"keywords":513,"meta":514,"navigation":515,"order":103,"path":516,"related":517,"seo":519,"stem":520,"updatedAt":521,"__hash__":522},"help\u002Fhelp\u002Foperations\u002Fnotes-your-team-playbook.md","Notes — your team playbook",{"type":133,"value":134,"toc":498},"minimark",[135,142,145,150,156,236,239,267,277,281,284,304,308,315,329,339,343,350,359,366,370,375,386,390,397,400,404,424,428,431,490],[136,137,138],"p",{},[139,140,141],"strong",{},"Operations → Notes",[136,143,144],{},"Notes are the written record of how your business actually works — the laser protocol, the autoclave checklist, what to do if someone faints in a treatment room. Searchable, versioned, and signed off when it matters.",[146,147,149],"h2",{"id":148},"write-a-note","Write a note",[136,151,152,155],{},[139,153,154],{},"New note"," opens the composer. Pick a category first — it changes the prompt you're writing against:",[157,158,159,172],"table",{},[160,161,162],"thead",{},[163,164,165,169],"tr",{},[166,167,168],"th",{},"Category",[166,170,171],{},"What belongs here",[173,174,175,186,196,206,216,226],"tbody",{},[163,176,177,183],{},[178,179,180],"td",{},[139,181,182],{},"Treatment",[178,184,185],{},"A procedure, end to end",[163,187,188,193],{},[178,189,190],{},[139,191,192],{},"Equipment",[178,194,195],{},"A device, its maintenance, or a known fix",[163,197,198,203],{},[178,199,200],{},[139,201,202],{},"Training",[178,204,205],{},"Something every new hire should learn",[163,207,208,213],{},[178,209,210],{},[139,211,212],{},"Emergency",[178,214,215],{},"Safety-critical. Calm action saves the day",[163,217,218,223],{},[178,219,220],{},[139,221,222],{},"Personal",[178,224,225],{},"Just for you — keep visibility private",[163,227,228,233],{},[178,229,230],{},[139,231,232],{},"Other",[178,234,235],{},"Reference material that doesn't fit elsewhere",[136,237,238],{},"Then write:",[240,241,242,249,255,261],"ul",{},[243,244,245,248],"li",{},[139,246,247],{},"Title"," — clear and scannable. People find notes by skimming titles.",[243,250,251,254],{},[139,252,253],{},"Tags"," — press Enter or comma to add. Tags are how the search narrows.",[243,256,257,260],{},[139,258,259],{},"Body"," — what this is for, when it applies, what the reader should keep in mind.",[243,262,263,266],{},[139,264,265],{},"Steps"," — an ordered list, used only when the order genuinely matters (\"press kill switch, evacuate, page the doctor\"). Skip it if the body says it all.",[136,268,269,272,273,276],{},[139,270,271],{},"Save draft"," parks it. ",[139,274,275],{},"Publish"," sends it to whoever can see it.",[146,278,280],{"id":279},"who-can-see-it","Who can see it",[136,282,283],{},"Three levels of reach:",[240,285,286,292,298],{},[243,287,288,291],{},[139,289,290],{},"Private"," — only you",[243,293,294,297],{},[139,295,296],{},"My team"," — you and everyone who reports into you, direct and indirect",[243,299,300,303],{},[139,301,302],{},"Org-wide"," — everyone in the workspace",[146,305,307],{"id":306},"requiring-a-signature","Requiring a signature",[136,309,310,311,314],{},"Turn on ",[139,312,313],{},"Require team acknowledgment"," and everyone who can see the note must mark it as read. Then choose how hard that requirement bites:",[240,316,317,323],{},[243,318,319,322],{},[139,320,321],{},"Soft reminder"," — it appears in the notification bell and on the pending sign-offs page. The app stays fully usable.",[243,324,325,328],{},[139,326,327],{},"Hard block"," — a full-screen overlay that can't be dismissed until they acknowledge it.",[330,331,332],"caution",{},[136,333,334,335,338],{},"Use ",[139,336,337],{},"hard block"," for safety-critical SOPs only — laser, sharps, emergency protocols. It stops the person working until they sign. A hard-blocked note about the new coffee machine will cost you a morning of goodwill.",[146,340,342],{"id":341},"versions","Versions",[136,344,345,346,349],{},"Every publish is a snapshot of the title, body, category, tags and steps at that moment, kept in ",[139,347,348],{},"History",".",[351,352,353],"warning",{},[136,354,355,358],{},[139,356,357],{},"Bumping the version resets everyone's acknowledgment."," That's the point — a materially changed protocol needs re-signing. But it also means a typo fix shouldn't bump the version, or you'll ask forty people to re-sign a comma.",[136,360,361,362,365],{},"A person who signed an older version sees the note flagged as ",[139,363,364],{},"Outdated · you signed v2",", so it's obvious what they're behind on.",[146,367,369],{"id":368},"pending-sign-offs","Pending sign-offs",[136,371,372,374],{},[139,373,369],{}," lists everything waiting on your signature, with a hint against each one telling you whether it will block you or merely nag. Read it, acknowledge it, and it clears.",[136,376,377,378,381,382,385],{},"The same count appears as an amber badge on ",[139,379,380],{},"Notes"," in the sidebar and on ",[139,383,384],{},"Today"," under action required.",[146,387,389],{"id":388},"finding-a-note-again","Finding a note again",[136,391,392,393,396],{},"The notes list searches title, body and tags at once, and filters by category, by visibility, and by pinned. ",[139,394,395],{},"Pin"," the handful you reach for daily and they stay at the top.",[136,398,399],{},"The page also shows three figures at a glance: how many notes exist, how many are pinned, and how many need your sign-off.",[146,401,403],{"id":402},"managing-a-published-note","Managing a published note",[240,405,406,412,418],{},[243,407,408,411],{},[139,409,410],{},"Unpublish"," takes it out of circulation without deleting it",[243,413,414,417],{},[139,415,416],{},"Archive"," files it away",[243,419,420,423],{},[139,421,422],{},"Start session"," opens it as a training session to work through with someone",[146,425,427],{"id":426},"notes-versus-policies","Notes versus policies",[136,429,430],{},"They look similar and they are not the same thing.",[157,432,433,444],{},[160,434,435],{},[163,436,437,439,441],{},[166,438],{},[166,440,380],{},[166,442,443],{},"Policies",[173,445,446,457,468,479],{},[163,447,448,451,454],{},[178,449,450],{},"What it is",[178,452,453],{},"Operational know-how — how we do the work",[178,455,456],{},"HR and compliance — the terms of employment",[163,458,459,462,465],{},[178,460,461],{},"Who writes it",[178,463,464],{},"Anyone who can create notes",[178,466,467],{},"Someone with the policy-authoring permission",[163,469,470,473,476],{},[178,471,472],{},"Acknowledgment",[178,474,475],{},"Optional, per note",[178,477,478],{},"Usually required, and legally meaningful",[163,480,481,484,487],{},[178,482,483],{},"Signature record",[178,485,486],{},"Acknowledgment logged",[178,488,489],{},"Signature and timestamp permanently logged",[136,491,492,493,349],{},"If it's about performing the work, it's a note. If it's about conduct, safety obligations, privacy or employment, it's a ",[494,495,497],"a",{"href":496},"\u002Fhelp\u002Foperations\u002Fpolicies","policy",{"title":499,"searchDepth":23,"depth":23,"links":500},"",[501,502,503,504,505,506,507,508],{"id":148,"depth":23,"text":149},{"id":279,"depth":23,"text":280},{"id":306,"depth":23,"text":307},{"id":341,"depth":23,"text":342},{"id":368,"depth":23,"text":369},{"id":388,"depth":23,"text":389},{"id":402,"depth":23,"text":403},{"id":426,"depth":23,"text":427},"Write down how you do things, require a signature where it matters, and version it so a change reaches everyone.",false,"md","i-lucide-notebook-text",[],{},true,"\u002Fhelp\u002Foperations\u002Fnotes-your-team-playbook",[518,496],"\u002Fhelp\u002Foperations\u002Fboards",{"title":131,"description":509},"help\u002Foperations\u002Fnotes-your-team-playbook","2026-07-26","rjoTUAFI5dlMFlQgoFBpUH8m6oMIwJv1ORJVaiUQtOo",{"id":524,"title":525,"audience":8,"body":526,"category":64,"description":727,"draft":510,"extension":511,"icon":728,"keywords":729,"meta":730,"navigation":515,"order":114,"path":518,"related":731,"seo":733,"stem":734,"updatedAt":521,"__hash__":735},"help\u002Fhelp\u002Foperations\u002Fboards.md","Boards — plan the week",{"type":133,"value":527,"toc":718},[528,533,536,540,546,566,583,587,601,607,611,614,659,662,668,672,679,682,697,702,706,711,715],[136,529,530],{},[139,531,532],{},"Operations → Boards",[136,534,535],{},"Boards are for work that isn't an appointment: the equipment check, the reorder run, the campaign that needs drafting, the room that needs deep-cleaning before Friday.",[146,537,539],{"id":538},"create-a-board","Create a board",[136,541,542,545],{},[139,543,544],{},"New board"," starts you from one of three shapes, or a blank one:",[240,547,548,554,560],{},[243,549,550,553],{},[139,551,552],{},"Treatment room ops"," — daily clinical workflow, appointments through follow-up",[243,555,556,559],{},[139,557,558],{},"Campaign planning"," — a marketing pipeline across ideas, drafts, scheduled, live",[243,561,562,565],{},[139,563,564],{},"Personal todo"," — a private board only you can see",[136,567,568,569,572,573,572,576,572,579,582],{},"Every board starts with four columns — ",[139,570,571],{},"Backlog",", ",[139,574,575],{},"In progress",[139,577,578],{},"Blocked",[139,580,581],{},"Done"," — and you can rename, recolour, reorder, add, or delete columns afterwards.",[146,584,586],{"id":585},"who-can-see-a-board","Who can see a board",[240,588,589,593,597],{},[243,590,591,291],{},[139,592,290],{},[243,594,595,297],{},[139,596,296],{},[243,598,599,303],{},[139,600,302],{},[602,603,604],"note",{},[136,605,606],{},"Assignees always see cards they're on, whatever the board's visibility. Assigning someone to a card on a private board does not hide the card from them.",[146,608,610],{"id":609},"cards","Cards",[136,612,613],{},"Drag cards between columns to move them. A card holds:",[240,615,616,621,631,641,647,653],{},[243,617,618],{},[139,619,620],{},"Title and body",[243,622,623,626,627,630],{},[139,624,625],{},"Assignees"," — the card then shows up on their ",[139,628,629],{},"My cards"," tab",[243,632,633,636,637,640],{},[139,634,635],{},"Due date"," — the card shows Today, Tomorrow, In N days, or ",[139,638,639],{},"Overdue"," with the date",[243,642,643,646],{},[139,644,645],{},"Linked notes"," — attach a procedure note so the SOP travels with the work",[243,648,649,652],{},[139,650,651],{},"Attachments"," — images and PDFs, up to 10MB each. One can be set as the card's cover.",[243,654,655,658],{},[139,656,657],{},"Comments"," — a thread on the card, editable and deletable by the author",[146,660,629],{"id":661},"my-cards",[136,663,664,665,667],{},"The ",[139,666,629],{}," tab on the boards page collects every card you're assigned to, across every board. It's the \"what's on my plate\" view — start there rather than opening boards one at a time.",[146,669,671],{"id":670},"recurring-cards","Recurring cards",[136,673,674,675,678],{},"For rituals that happen on a rhythm — weekly cleaning, monthly equipment checks, quarterly stock takes — set up a ",[139,676,677],{},"recurring card"," instead of remembering to create one.",[136,680,681],{},"Recurrences run daily, every N days, weekly on chosen days, or monthly, each at a set time. The list shows the next run and how many times it has fired.",[136,683,684,685,688,689,692,693,696],{},"You can ",[139,686,687],{},"pause"," a recurrence, ",[139,690,691],{},"activate"," it again, or ",[139,694,695],{},"spawn a card now"," if you want one ahead of schedule.",[351,698,699],{},[136,700,701],{},"Deleting a recurrence stops future cards. Cards it has already spawned stay where they are — deleting the rule never retroactively removes work someone may already have started.",[146,703,705],{"id":704},"deleting-a-column","Deleting a column",[330,707,708],{},[136,709,710],{},"Deleting a column deletes the cards inside it. The confirmation tells you how many cards will go. If you want to keep them, drag them into another column first.",[146,712,714],{"id":713},"boards-versus-notes","Boards versus notes",[136,716,717],{},"A note is the reference — how the equipment check is done. A board card is the instance — this week's equipment check, assigned to Sam, due Friday. Link the note to the card and the person doing the job has the instructions in front of them.",{"title":499,"searchDepth":23,"depth":23,"links":719},[720,721,722,723,724,725,726],{"id":538,"depth":23,"text":539},{"id":585,"depth":23,"text":586},{"id":609,"depth":23,"text":610},{"id":661,"depth":23,"text":629},{"id":670,"depth":23,"text":671},{"id":704,"depth":23,"text":705},{"id":713,"depth":23,"text":714},"Kanban boards for who-does-what, with linked procedure notes, attachments, comments, and cards that spawn on a schedule.","i-lucide-kanban",[],{},[516,732],"\u002Fhelp\u002Fgetting-started\u002Fyour-day-in-workroom",{"title":525,"description":727},"help\u002Foperations\u002Fboards","RAWGWrLX6yS_216N55rI_b4D2swVTYuH7ZF1w3Y5E4o",{"id":737,"title":738,"audience":8,"body":739,"category":64,"description":1024,"draft":510,"extension":511,"icon":1025,"keywords":1026,"meta":1027,"navigation":515,"order":1028,"path":496,"related":1029,"seo":1031,"stem":1032,"updatedAt":521,"__hash__":1033},"help\u002Fhelp\u002Foperations\u002Fpolicies.md","Policies — reading, signing, and authoring",{"type":133,"value":740,"toc":1014},[741,746,749,755,759,762,765,770,776,781,785,792,861,871,876,898,902,905,909,918,925,928,932,938,941,948,952,1009],[136,742,743],{},[139,744,745],{},"Operations → Policies",[136,747,748],{},"Policies are the HR and compliance layer — code of conduct, health and safety, privacy, harassment, attendance, social media, confidentiality, the employee handbook.",[136,750,751,752,754],{},"They sit in ",[139,753,59],{},", not in Settings, because every employee has to read and sign them. Only authoring is restricted.",[146,756,758],{"id":757},"if-youre-an-employee","If you're an employee",[136,760,761],{},"You need to do two things: read the policy, and acknowledge it.",[136,763,764],{},"When a policy that requires acknowledgment is published — or its version is bumped — you're prompted to sign at your next sign-in. Read it, then acknowledge.",[602,766,767],{},[136,768,769],{},"Your signature and its timestamp are permanently logged against the exact version you signed. That record is the point of the feature: it's what proves the business told you, and what proves you read it.",[136,771,772,773,775],{},"You can revisit any policy at any time from ",[139,774,745],{},". If you can read but not author, the sidebar shows a small eye icon next to the link — that's expected, not a fault.",[351,777,778],{},[136,779,780],{},"Acknowledgment prompts are skipped on read-only reporting pages, so a manager reviewing numbers isn't blocked by an HR overlay on every report. The prompt still reaches you everywhere else, and the notification bell keeps the item visible.",[146,782,784],{"id":783},"if-you-author-policies","If you author policies",[136,786,787,788,791],{},"Authoring needs the policy-management permission. ",[139,789,790],{},"New policy"," offers five ways in:",[157,793,794,804],{},[160,795,796],{},[163,797,798,801],{},[166,799,800],{},"Route",[166,802,803],{},"Use it when",[173,805,806,816,826,841,851],{},[163,807,808,813],{},[178,809,810],{},[139,811,812],{},"Start from a template",[178,814,815],{},"You want a solid starting draft. Templates prefill your business name, HR contact and jurisdiction.",[163,817,818,823],{},[178,819,820],{},[139,821,822],{},"AI Policy Studio",[178,824,825],{},"You want a draft generated from a description. Only available when the AI assistant is enabled for your business.",[163,827,828,833],{},[178,829,830],{},[139,831,832],{},"Upload a document",[178,834,835,836,840],{},"You already have the policy as a PDF, ",[837,838,839],"code",{},".docx",", or HTML file.",[163,842,843,848],{},[178,844,845],{},[139,846,847],{},"Paste HTML",[178,849,850],{},"You're bringing it from another system. The pasted markup is sanitised before it's stored.",[163,852,853,858],{},[178,854,855],{},[139,856,857],{},"Blank",[178,859,860],{},"You'd rather write it yourself.",[136,862,863,864,866,867,870],{},"Uploads accept PDF, ",[837,865,839],{}," and ",[837,868,869],{},".html"," only, and are size-limited — the editor tells you the maximum.",[872,873,875],"h3",{"id":874},"fields","Fields",[240,877,878,886,892],{},[243,879,880,882,883],{},[139,881,247],{}," and optional ",[139,884,885],{},"category",[243,887,888,891],{},[139,889,890],{},"Summary"," — a one-liner shown in lists and on the acknowledgment overlay. Worth writing well; for many staff it's the only part they read carefully.",[243,893,894,897],{},[139,895,896],{},"Require acknowledgment"," — when on, every employee must sign it at next login",[872,899,901],{"id":900},"draft-then-publish","Draft, then publish",[136,903,904],{},"A new policy is created as a draft. Review it — particularly the extracted text from an upload or the sanitised output of a paste — and publish when you're satisfied.",[872,906,908],{"id":907},"versions-and-re-acknowledgment","Versions and re-acknowledgment",[351,910,911],{},[136,912,913,914,917],{},"Bumping a policy's version ",[139,915,916],{},"resets everyone's acknowledgment"," and asks the whole team to sign again. That's correct for a substantive change and wasteful for a typo. Save the version bump for changes that alter what someone is agreeing to.",[136,919,920,921],{},"When you edit and re-publish with a version bump, the app confirms it: ",[922,923,924],"em",{},"\"Version bumped. Team must re-acknowledge.\"",[136,926,927],{},"You can also replace the attached file on an uploaded policy — the signature record then attaches to the file you uploaded.",[146,929,931],{"id":930},"compliance-tracking","Compliance tracking",[136,933,934,937],{},[139,935,936],{},"Compliance"," (admin only) shows, per employee: how many policies they've acknowledged, out of how many, as a percentage — plus exactly which ones are missing.",[136,939,940],{},"A policy someone signed at an older version is flagged separately from one they've never signed, so you can tell \"hasn't read it at all\" from \"read the previous edition\".",[136,942,943,944,947],{},"Filter to ",[139,945,946],{},"only missing"," to get your chase list.",[146,949,951],{"id":950},"policies-versus-notes","Policies versus notes",[157,953,954,964],{},[160,955,956],{},[163,957,958,960,962],{},[166,959],{},[166,961,443],{},[166,963,380],{},[173,965,966,977,987,998],{},[163,967,968,971,974],{},[178,969,970],{},"Subject",[178,972,973],{},"Conduct, safety obligations, privacy, employment",[178,975,976],{},"How to do the work",[163,978,979,982,985],{},[178,980,981],{},"Who can author",[178,983,984],{},"Policy-management permission only",[178,986,464],{},[163,988,989,992,995],{},[178,990,991],{},"Who can read",[178,993,994],{},"Everyone with policy view",[178,996,997],{},"Depends on the note's visibility",[163,999,1000,1003,1006],{},[178,1001,1002],{},"Signature",[178,1004,1005],{},"Permanently logged against the version",[178,1007,1008],{},"Acknowledgment logged, optional per note",[136,1010,1011,1012,349],{},"If it would go in an employee handbook, it's a policy. If it would go on a laminated card by the machine, it's a ",[494,1013,602],{"href":516},{"title":499,"searchDepth":23,"depth":23,"links":1015},[1016,1017,1022,1023],{"id":757,"depth":23,"text":758},{"id":783,"depth":23,"text":784,"children":1018},[1019,1020,1021],{"id":874,"depth":33,"text":875},{"id":900,"depth":33,"text":901},{"id":907,"depth":33,"text":908},{"id":930,"depth":23,"text":931},{"id":950,"depth":23,"text":951},"What every employee has to do with a policy, how authors create one from a template, upload or paste, and how compliance is tracked.","i-lucide-shield-check",[],{},30,[516,1030],"\u002Fhelp\u002Fsettings\u002Froles-and-permissions",{"title":738,"description":1024},"help\u002Foperations\u002Fpolicies","Olc7gRagEd7UYBUv2Ug9gJ9Km9IBKV4mIQ6NWjhd-7w",{"id":1035,"title":1036,"audience":8,"body":1037,"category":64,"description":1171,"draft":510,"extension":511,"icon":1025,"keywords":1172,"meta":1178,"navigation":515,"order":1179,"path":1180,"related":3,"seo":1181,"stem":1182,"updatedAt":1183,"__hash__":1184},"help\u002Fhelp\u002Foperations\u002Fpolicy-compliance-tracking.md","Track policy compliance",{"type":133,"value":1038,"toc":1162},[1039,1044,1048,1051,1098,1104,1114,1118,1134,1138,1142,1145,1149,1152,1156],[136,1040,1041,1042,349],{},"The compliance dashboard answers one question for the whole team at once: who has acknowledged every published policy, and exactly what each person is missing. It's an admin-only view under ",[139,1043,745],{},[146,1045,1047],{"id":1046},"how-do-i-see-who-hasnt-signed-a-policy","How do I see who hasn't signed a policy?",[136,1049,1050],{},"Open the compliance dashboard. The top of the page summarises the business — how many policies are published, how many employees, how many are fully compliant. Below, one row per employee:",[157,1052,1053,1063],{},[160,1054,1055],{},[163,1056,1057,1060],{},[166,1058,1059],{},"Column",[166,1061,1062],{},"What it tells you",[173,1064,1065,1075,1084],{},[163,1066,1067,1072],{},[178,1068,1069],{},[139,1070,1071],{},"Employee",[178,1073,1074],{},"Name, email, role, hire date",[163,1076,1077,1081],{},[178,1078,1079],{},[139,1080,936],{},[178,1082,1083],{},"How many of the published policies they've acknowledged, as a count and a percentage",[163,1085,1086,1091],{},[178,1087,1088],{},[139,1089,1090],{},"Missing",[178,1092,1093,1094,1097],{},"Each unsigned policy by name — including ones where they signed an ",[139,1095,1096],{},"older version"," and the policy has since been republished",[136,1099,1100,1101,1103],{},"Use the search box to find a person and the ",[139,1102,946],{}," filter to hide the fully-compliant rows and see just the outstanding work.",[1105,1106,1107],"tip",{},[136,1108,1109,1110,1113],{},"\"Signed an older version\" counts as missing on purpose. A policy that changed materially needs a fresh acknowledgement — the dashboard flags those separately so you know the person signed ",[922,1111,1112],{},"something",", just not the current text.",[146,1115,1117],{"id":1116},"closing-the-gaps","Closing the gaps",[136,1119,1120,1121,1124,1125,1129,1130,1133],{},"Employees see their outstanding policies in the ",[139,1122,1123],{},"Action required"," section of Today, and anyone landing back in ",[494,1126,1128],{"href":1127},"\u002Fhelp\u002Fgetting-started\u002Fcomplete-your-onboarding","onboarding"," is routed straight to unsigned policies. Chasing usually means a reminder in person or via ",[494,1131,1132],{"href":516},"notes"," — signatures themselves always come from the employee, on their own login.",[146,1135,1137],{"id":1136},"common-questions","Common questions",[872,1139,1141],{"id":1140},"why-does-a-new-hire-show-as-non-compliant-on-day-one","Why does a new hire show as non-compliant on day one?",[136,1143,1144],{},"Because they are — every published policy awaits their signature. Their first login walks them through signing, so the row usually clears itself within a day.",[872,1146,1148],{"id":1147},"can-i-sign-on-someones-behalf","Can I sign on someone's behalf?",[136,1150,1151],{},"No. Acknowledgements are personal legal sign-offs, recorded with the signer's identity and timestamp. The dashboard tracks; it never signs.",[872,1153,1155],{"id":1154},"a-policy-was-updated-does-everyone-have-to-re-sign","A policy was updated — does everyone have to re-sign?",[136,1157,1158,1159,1161],{},"When a policy is republished as a new version, prior acknowledgements apply to the old text, and the dashboard lists the policy under ",[139,1160,1090],{}," (marked as an older-version signature) for everyone until they re-acknowledge.",{"title":499,"searchDepth":23,"depth":23,"links":1163},[1164,1165,1166],{"id":1046,"depth":23,"text":1047},{"id":1116,"depth":23,"text":1117},{"id":1136,"depth":23,"text":1137,"children":1167},[1168,1169,1170],{"id":1140,"depth":33,"text":1141},{"id":1147,"depth":33,"text":1148},{"id":1154,"depth":33,"text":1155},"See at a glance which team members have signed every published policy, who's missing what, and who signed an outdated version.",[1173,1174,1175,1176,1177],"policy acknowledgement tracking","who signed the policy","staff compliance dashboard","unsigned policies","policy signed old version",{},40,"\u002Fhelp\u002Foperations\u002Fpolicy-compliance-tracking",{"title":1036,"description":1171},"help\u002Foperations\u002Fpolicy-compliance-tracking","2026-08-14","P7ojCQc-DJNvLPObIyrnHVFx5ppzYSukASCqAW0A_EU",{"id":1186,"title":1187,"audience":8,"body":1188,"category":64,"description":1459,"draft":510,"extension":511,"icon":1460,"keywords":1461,"meta":1467,"navigation":515,"order":1179,"path":1468,"related":1469,"seo":1470,"stem":1471,"updatedAt":1472,"__hash__":1473},"help\u002Fhelp\u002Foperations\u002Frecord-and-follow-up-on-incidents.md","Record and follow up on venue incidents",{"type":133,"value":1189,"toc":1443},[1190,1195,1198,1205,1209,1216,1246,1253,1256,1260,1342,1345,1349,1356,1367,1370,1373,1377,1388,1391,1395,1402,1409,1416,1420,1430,1433,1436,1440],[136,1191,1192],{},[139,1193,1194],{},"Operations → Incidents",[136,1196,1197],{},"Use Incidents to keep a record of something that happened at your venue: what occurred, who was involved, what your team did, and what still needs attention. An incident can concern a client, a visitor without a client record, or an event with no identifiable person.",[136,1199,1200,1201,349],{},"This is separate from the confidential HR log on a team member's profile. For attendance, performance, or employee conduct records, see ",[494,1202,1204],{"href":1203},"\u002Fhelp\u002Fteam\u002Flog-an-employee-incident","Log an employee incident",[146,1206,1208],{"id":1207},"who-can-use-incidents","Who can use Incidents?",[136,1210,1211,1212,1215],{},"Access follows your role's ",[139,1213,1214],{},"Incidents"," permissions:",[157,1217,1218,1228],{},[160,1219,1220],{},[163,1221,1222,1225],{},[166,1223,1224],{},"Permission",[166,1226,1227],{},"What you can do",[173,1229,1230,1238],{},[163,1231,1232,1235],{},[178,1233,1234],{},"View",[178,1236,1237],{},"Read the incident list and individual records.",[163,1239,1240,1243],{},[178,1241,1242],{},"Manage",[178,1244,1245],{},"View records, file incidents, update the response, close or reopen a matter, and download reports.",[136,1247,1248,1249,1252],{},"Client access and blocking have separate permissions. Being able to file an incident does not give you access to every client's profile or contact details. Ask an administrator to review ",[494,1250,1251],{"href":1030},"Roles and permissions"," if an action is missing.",[136,1254,1255],{},"Incident records are internal. They are not displayed to the person named in the client portal.",[146,1257,1259],{"id":1258},"file-an-incident","File an incident",[1261,1262,1263,1267,1277,1281,1284,1288,1302,1306,1319,1322,1326,1329,1332,1336],"steps",{},[872,1264,1266],{"id":1265},"open-the-form","Open the form",[136,1268,1269,1270,1272,1273,1276],{},"Go to ",[139,1271,1194],{}," and choose ",[139,1274,1275],{},"File incident",". On mobile, use the add button in the page header.",[872,1278,1280],{"id":1279},"record-when-and-where-it-happened","Record when and where it happened",[136,1282,1283],{},"Enter the date and time the event occurred. You can record a past event, but not a future one. Check the location, especially if your business has several venues. The form may select your active location or your only location automatically.",[872,1285,1287],{"id":1286},"identify-the-subject","Identify the subject",[136,1289,1290,1291,1293,1294,1297,1298,1301],{},"Choose an existing ",[139,1292,110],{},", a ",[139,1295,1296],{},"visitor",", or ",[139,1299,1300],{},"no identifiable person",". For a visitor, provide a name or a factual description. You do not need to create a client account just to document an event.",[872,1303,1305],{"id":1304},"describe-the-event","Describe the event",[136,1307,1308,1309,572,1312,1297,1315,1318],{},"Choose a category and a severity of ",[139,1310,1311],{},"minor",[139,1313,1314],{},"serious",[139,1316,1317],{},"critical",". Add a short summary and a detailed description of what happened.",[136,1320,1321],{},"Categories cover solicitation of sexual services, harassment, threats or violence, theft, payment issues, intoxication, property damage, trespass, safety, privacy, and other events.",[872,1323,1325],{"id":1324},"record-the-response-and-people-involved","Record the response and people involved",[136,1327,1328],{},"Add any action already taken and any planned follow-up. If police were notified, record that and add the police reference if available. This records a notification you have already made; it does not contact the police.",[136,1330,1331],{},"You can add witnesses, affected people, and responders. Select a staff member or enter another person's name, with relevant contact information and notes. A record supports up to 20 people in this section.",[872,1333,1335],{"id":1334},"review-and-file","Review and file",[136,1337,1338,1339,349],{},"Check the subject, time, category, severity, description, and people before saving. The record receives an incident reference, identifies who filed it, and starts as ",[139,1340,1341],{},"Open",[136,1343,1344],{},"Write observable facts and distinguish what you witnessed from what someone told you. For example, “At 14:10, the visitor knocked a display onto the floor; Alex witnessed it” is more useful than a judgement about the visitor's character. Include only information needed to document the event and the response.",[146,1346,1348],{"id":1347},"update-the-response","Update the response",[136,1350,1351,1352,1355],{},"Open the incident and select ",[139,1353,1354],{},"Edit response",". You can update:",[240,1357,1358,1361,1364],{},[243,1359,1360],{},"Action taken.",[243,1362,1363],{},"Planned follow-up.",[243,1365,1366],{},"Whether police were notified and the police reference.",[136,1368,1369],{},"Save your changes when finished. Follow-up is a written record; it does not automatically schedule a task or send a reminder.",[136,1371,1372],{},"The original narrative, subject, category, severity, date, location, and people involved cannot be edited after filing. If you need to correct or clarify the original account, explain the correction in the follow-up, with a date and context, so readers can understand what changed.",[146,1374,1376],{"id":1375},"close-or-reopen-the-matter","Close or reopen the matter",[136,1378,1379,1380,1383,1384,1387],{},"Choose ",[139,1381,1382],{},"Close incident"," when the required response is complete. Closing keeps the record available; it does not delete it. Choose ",[139,1385,1386],{},"Reopen incident"," if further attention is needed.",[136,1389,1390],{},"Use the incident list's status and category filters to find open matters or review similar events.",[146,1392,1394],{"id":1393},"block-a-client-when-appropriate","Block a client when appropriate",[136,1396,1397,1398,1401],{},"Filing an incident does ",[139,1399,1400],{},"not"," automatically block the client.",[136,1403,1404,1405,1408],{},"For a linked client, users with the required client-management permission can choose ",[139,1406,1407],{},"Block client",". The block form suggests a reason and includes the incident reference. Review and confirm it separately. Some reasons, including the safety designation, require additional authority.",[136,1410,1411,1412,349],{},"The incident shows the client's current blocked status. Closing the incident does not unblock the client. Manage that separately using ",[494,1413,1415],{"href":1414},"\u002Fhelp\u002Fclients\u002Fblocked-and-flagged-clients","Blocked and flagged clients",[146,1417,1419],{"id":1418},"download-a-report","Download a report",[136,1421,1422,1423,1425,1426,1429],{},"Users with ",[139,1424,1242],{}," permission can choose ",[139,1427,1428],{},"Download report"," to save a PDF. The report includes the incident record and your business branding, where configured. Its timestamps use the incident location's time zone, falling back to the business time zone and then UTC.",[136,1431,1432],{},"The download is recorded in the audit log. Client contact and sensitive details follow the exporting user's permissions, so a report may omit information the user cannot access. Review the PDF before sharing it through your business's chosen process. Downloading does not send it to police, insurers, or the client.",[136,1434,1435],{},"Repeated exports are limited. If you see a message about too many reports, wait before trying again.",[146,1437,1439],{"id":1438},"why-can-i-no-longer-open-a-record","Why can I no longer open a record?",[136,1441,1442],{},"Your role may no longer have access, you may be in a different organization, or the linked client's record may have been restricted following an erasure request. A restricted record cannot be opened or exported through the ordinary incident screens. Ask your administrator to review the restriction rather than creating a duplicate record to bypass it.",{"title":499,"searchDepth":23,"depth":23,"links":1444},[1445,1446,1454,1455,1456,1457,1458],{"id":1207,"depth":23,"text":1208},{"id":1258,"depth":23,"text":1259,"children":1447},[1448,1449,1450,1451,1452,1453],{"id":1265,"depth":33,"text":1266},{"id":1279,"depth":33,"text":1280},{"id":1286,"depth":33,"text":1287},{"id":1304,"depth":33,"text":1305},{"id":1324,"depth":33,"text":1325},{"id":1334,"depth":33,"text":1335},{"id":1347,"depth":23,"text":1348},{"id":1375,"depth":23,"text":1376},{"id":1393,"depth":23,"text":1394},{"id":1418,"depth":23,"text":1419},{"id":1438,"depth":23,"text":1439},"File a factual record of a venue incident, document your response, close or reopen the matter, and download a report.","i-lucide-siren",[1462,1463,1464,1465,1466],"venue incident report","client incident","visitor safety harassment theft","police insurance report pdf","incident follow up",{},"\u002Fhelp\u002Foperations\u002Frecord-and-follow-up-on-incidents",[1414,1203,1030,496],{"title":1187,"description":1459},"help\u002Foperations\u002Frecord-and-follow-up-on-incidents","2026-09-19","6GIwILJ6dpgkEdmPZDgQVBq7Qffa4rqC-KPs7z3TCWY",{"id":1475,"title":1476,"audience":8,"body":1477,"category":64,"description":1670,"draft":510,"extension":511,"icon":1671,"keywords":1672,"meta":1679,"navigation":515,"order":1680,"path":1681,"related":3,"seo":1682,"stem":1683,"updatedAt":1183,"__hash__":1684},"help\u002Fhelp\u002Foperations\u002Fimport-a-policy-from-a-document.md","Import a policy from a document",{"type":133,"value":1478,"toc":1654},[1479,1482,1486,1492,1559,1563,1600,1613,1617,1629,1631,1635,1638,1642,1647,1651],[136,1480,1481],{},"If your policies already exist as documents, don't retype them. The policy creation chooser offers five ways in — pick a starting point, land in the same editor, and publish from there. You need the policy-management permission for all of them.",[146,1483,1485],{"id":1484},"what-are-the-ways-to-create-a-policy","What are the ways to create a policy?",[136,1487,1488,1489,1491],{},"Open ",[139,1490,745],{}," and start a new policy. The chooser offers:",[157,1493,1494,1504],{},[160,1495,1496],{},[163,1497,1498,1501],{},[166,1499,1500],{},"Entry point",[166,1502,1503],{},"Best for",[173,1505,1506,1516,1526,1540,1550],{},[163,1507,1508,1513],{},[178,1509,1510],{},[139,1511,1512],{},"Template",[178,1514,1515],{},"Standard policies (code of conduct, health & safety…) pre-filled with your business's name and details",[163,1517,1518,1523],{},[178,1519,1520],{},[139,1521,1522],{},"AI assistant",[178,1524,1525],{},"Drafting a policy conversationally — available when your business has the AI assistant enabled",[163,1527,1528,1533],{},[178,1529,1530],{},[139,1531,1532],{},"Upload",[178,1534,1535,1536,1539],{},"An existing ",[139,1537,1538],{},"PDF, Word (.docx), or HTML"," file, up to 50 MB",[163,1541,1542,1547],{},[178,1543,1544],{},[139,1545,1546],{},"Paste",[178,1548,1549],{},"Text copied from anywhere",[163,1551,1552,1556],{},[178,1553,1554],{},[139,1555,857],{},[178,1557,1558],{},"Writing from scratch",[146,1560,1562],{"id":1561},"how-do-i-upload-an-existing-policy-document","How do I upload an existing policy document?",[1261,1564,1565,1569,1572,1576,1579,1583,1586,1590,1593,1597],{},[872,1566,1568],{"id":1567},"choose-upload","Choose Upload",[136,1570,1571],{},"From the policy chooser.",[872,1573,1575],{"id":1574},"drop-in-the-file","Drop in the file",[136,1577,1578],{},"PDF, .docx, or HTML, up to 50 MB. Anything else is rejected up front.",[872,1580,1582],{"id":1581},"title-and-categorise-it","Title and categorise it",[136,1584,1585],{},"Give it a title and pick a category — code of conduct, health & safety, privacy, harassment, attendance, social media, confidentiality, employee handbook, or other.",[872,1587,1589],{"id":1588},"let-owneli-extract-the-content","Let Owneli extract the content",[136,1591,1592],{},"The document's text is pulled into the policy body for you to review.",[872,1594,1596],{"id":1595},"save-as-a-draft","Save as a draft",[136,1598,1599],{},"Check the extraction — headings and lists occasionally need tidying — then save. It publishes like any other policy.",[351,1601,1602],{},[136,1603,1604,1605,1608,1609,1612],{},"A policy only binds people once it's ",[139,1606,1607],{},"published"," — drafts are invisible to the team. And publishing starts the acknowledgement clock: everyone will be asked to sign, and the ",[494,1610,1611],{"href":1180},"compliance dashboard"," tracks who hasn't.",[146,1614,1616],{"id":1615},"paste-and-the-ai-helper","Paste and the AI helper",[136,1618,1619,1621,1622,1624,1625,349],{},[139,1620,1546],{}," is the same flow minus the file — paste the text, title it, save the draft. The ",[139,1623,1522],{}," drafts a policy in conversation, template-first, using your business's details; like every AI surface in Owneli it produces drafts for your review, never published text. See the general pattern in ",[494,1626,1628],{"href":1627},"\u002Fhelp\u002Fclients\u002Fbuild-an-email-with-the-ai-helper","Build an email or form with the AI helper",[146,1630,1137],{"id":1136},[872,1632,1634],{"id":1633},"my-scanned-pdf-imported-as-gibberish-or-nothing-why","My scanned PDF imported as gibberish or nothing. Why?",[136,1636,1637],{},"Extraction reads the document's text layer. A scan that's just images has none — run it through OCR first, or paste the text.",[872,1639,1641],{"id":1640},"does-uploading-publish-the-policy","Does uploading publish the policy?",[136,1643,1644,1645,349],{},"No. Every entry point lands on a draft. Review it, then publish deliberately — see ",[494,1646,443],{"href":496},[872,1648,1650],{"id":1649},"why-dont-i-see-the-ai-option-in-the-chooser","Why don't I see the AI option in the chooser?",[136,1652,1653],{},"The AI assistant is enabled per business in settings; when it's off, that card doesn't appear.",{"title":499,"searchDepth":23,"depth":23,"links":1655},[1656,1657,1664,1665],{"id":1484,"depth":23,"text":1485},{"id":1561,"depth":23,"text":1562,"children":1658},[1659,1660,1661,1662,1663],{"id":1567,"depth":33,"text":1568},{"id":1574,"depth":33,"text":1575},{"id":1581,"depth":33,"text":1582},{"id":1588,"depth":33,"text":1589},{"id":1595,"depth":33,"text":1596},{"id":1615,"depth":23,"text":1616},{"id":1136,"depth":23,"text":1137,"children":1666},[1667,1668,1669],{"id":1633,"depth":33,"text":1634},{"id":1640,"depth":33,"text":1641},{"id":1649,"depth":33,"text":1650},"Turn an existing PDF, Word file, or pasted text into a Owneli policy your team can read and sign — or draft one with the AI helper.","i-lucide-file-up",[1673,1674,1675,1676,1677,1678],"upload policy pdf","import employee handbook","paste policy text","policy from word document","ai policy writer","create workplace policy",{},50,"\u002Fhelp\u002Foperations\u002Fimport-a-policy-from-a-document",{"title":1476,"description":1670},"help\u002Foperations\u002Fimport-a-policy-from-a-document","57Q_xb1w-pVZHc9_wWVcePFKcSSG8Vlx3xfeyircJpk",[],1790210903702]