[{"data":1,"prerenderedAt":1167},["ShallowReactive",2],{"help:\u002Fhelp\u002Foperations\u002Fplanner":3,"help-all-categories:en":333,"help-cat-articles:\u002Fhelp\u002Foperations\u002Fplanner":461,"help-related:\u002Fhelp\u002Foperations\u002Fplanner":462,"help-live-topics:\u002Fhelp\u002Foperations\u002Fplanner":1152,"help-counterparts:\u002Fhelp\u002Foperations\u002Fplanner":1153},{"id":4,"title":5,"audience":6,"body":7,"category":309,"description":310,"draft":311,"extension":312,"icon":313,"keywords":314,"locale":321,"meta":322,"navigation":323,"order":324,"path":325,"related":326,"seo":328,"sourceHash":329,"stem":330,"translationReviewed":311,"updatedAt":331,"__hash__":332},"help\u002Fhelp\u002Foperations\u002Fplanner.md","Planner: plan the week","clinic",{"type":8,"value":9,"toc":288},"minimark",[10,19,24,48,52,65,68,72,185,188,192,203,209,220,224,254,258,267,271,275,281,285],[11,12,13,14,18],"p",{},"Planner is for work that isn't an appointment: the equipment check, the reorder run, a campaign to draft, a room to deep-clean before Friday. Each board has columns of cards you move as work progresses. Planner lives under ",[15,16,17],"strong",{},"Operations → Planner",".",[20,21,23],"h2",{"id":22},"before-you-start","Before you start",[25,26,27,34],"ul",{},[28,29,30,33],"li",{},[15,31,32],{},"Who can do it:"," anyone whose role includes boards. You see boards shared with you and every card assigned to you.",[28,35,36,39,40,43,44,47],{},[15,37,38],{},"Planner is a free add-on."," If ",[15,41,42],{},"Planner"," isn't under ",[15,45,46],{},"Operations",", the business hasn't turned it on yet. Businesses that made a board before Planner became an add-on have it on already.",[20,49,51],{"id":50},"turn-on-planner","Turn on Planner",[11,53,54,55,58,59,61,62,64],{},"An admin goes to ",[15,56,57],{},"Settings → Plan & data → Add-ons",", opens ",[15,60,42],{}," and turns it on, or selects ",[15,63,51],{}," on the Planner page. It costs nothing.",[11,66,67],{},"Turning Planner off hides it again but keeps every board and card, so they are all there when it comes back on. Recurring cards wait while it is off and make one card when it is turned on again.",[20,69,71],{"id":70},"create-a-board","Create a board",[73,74,75,80,89,93,116,120,130,134,160,164],"steps",{},[76,77,79],"h3",{"id":78},"start","Start",[11,81,82,83,85,86,18],{},"Go to ",[15,84,17],{}," and select ",[15,87,88],{},"New board",[76,90,92],{"id":91},"choose-a-starting-point","Choose a starting point",[11,94,95,96,99,100,103,104,107,108,111,112,115],{},"Under ",[15,97,98],{},"Start from",", pick ",[15,101,102],{},"Treatment room ops",", ",[15,105,106],{},"Campaign planning"," or ",[15,109,110],{},"Personal todo",", and select ",[15,113,114],{},"Use this",". Or start from nothing.",[76,117,119],{"id":118},"name-it","Name it",[11,121,122,123,126,127,18],{},"Enter the ",[15,124,125],{},"Title"," and say ",[15,128,129],{},"What's it for",[76,131,133],{"id":132},"choose-who-sees-it","Choose who sees it",[11,135,95,136,139,140,143,144,147,148,151,152,155,156,159],{},[15,137,138],{},"Reach",", choose ",[15,141,142],{},"Private"," (only you), ",[15,145,146],{},"My team"," (you, your managers up the line and everyone who reports to you) or ",[15,149,150],{},"Org-wide"," (everyone). The line comes from ",[15,153,154],{},"Reports to"," on each person in ",[15,157,158],{},"Team",". Owners and admins can open every board, whatever its reach.",[76,161,163],{"id":162},"create-it","Create it",[11,165,166,167,170,171,103,174,103,177,180,181,184],{},"Select ",[15,168,169],{},"Create board",". It starts with four columns: ",[15,172,173],{},"Backlog",[15,175,176],{},"In progress",[15,178,179],{},"Blocked"," and ",[15,182,183],{},"Done",". You can rename, recolour, reorder or add columns afterwards.",[11,186,187],{},"People assigned to a card always see it, whatever the board's reach.",[20,189,191],{"id":190},"work-with-cards","Work with cards",[11,193,194,195,198,199,202],{},"Add a card to a column and open it to give it a title and details, ",[15,196,197],{},"assignees",", a ",[15,200,201],{},"due date",", linked notes, attachments (images and PDFs up to 10 MB, one as the cover) and comments. Drag cards between columns as the work moves.",[11,204,205,208],{},[15,206,207],{},"My cards"," in Planner collects every card assigned to you, on every board. Start your day there.",[210,211,212],"tip",{},[11,213,214,215,18],{},"Link the procedure note to the card, so whoever does the job has the instructions in front of them. See ",[216,217,219],"a",{"href":218},"\u002Fhelp\u002Foperations\u002Fnotes-your-team-playbook","Notes: your team playbook",[20,221,223],{"id":222},"recurring-cards","Recurring cards",[11,225,226,227,85,229,232,233,236,237,103,240,103,243,107,246,249,250,253],{},"For jobs that come round regularly, such as weekly cleaning or monthly equipment checks, open the board's ",[15,228,223],{},[15,230,231],{},"New",". Choose every day, every few days, certain weekdays or monthly, and the time. Each one shows its ",[15,234,235],{},"Next"," run and how often it has fired. You can ",[15,238,239],{},"Pause",[15,241,242],{},"Activate",[15,244,245],{},"Edit",[15,247,248],{},"Delete"," it, or ",[15,251,252],{},"Spawn a card now"," to make one early. Deleting a recurrence leaves cards it already made.",[20,255,257],{"id":256},"check-it-worked","Check it worked",[11,259,260,261,264,265,18],{},"The board appears under ",[15,262,263],{},"All boards"," with its card count. Assigned cards show on each person's ",[15,266,207],{},[20,268,270],{"id":269},"if-something-goes-wrong","If something goes wrong",[76,272,274],{"id":273},"someone-cant-see-the-board","Someone can't see the board",[11,276,277,278,280],{},"Check its ",[15,279,138],{},". If they only need one card, assign them to it.",[76,282,284],{"id":283},"what-happens-when-i-delete-a-column","What happens when I delete a column?",[11,286,287],{},"Its cards are deleted too, and the confirmation says how many. Drag the cards to another column first if you want to keep them.",{"title":289,"searchDepth":290,"depth":290,"links":291},"",2,[292,293,294,302,303,304,305],{"id":22,"depth":290,"text":23},{"id":50,"depth":290,"text":51},{"id":70,"depth":290,"text":71,"children":295},[296,298,299,300,301],{"id":78,"depth":297,"text":79},3,{"id":91,"depth":297,"text":92},{"id":118,"depth":297,"text":119},{"id":132,"depth":297,"text":133},{"id":162,"depth":297,"text":163},{"id":190,"depth":290,"text":191},{"id":222,"depth":290,"text":223},{"id":256,"depth":290,"text":257},{"id":269,"depth":290,"text":270,"children":306},[307,308],{"id":273,"depth":297,"text":274},{"id":283,"depth":297,"text":284},"operations","Plan work that isn't an appointment on boards of cards, assign people and due dates, and set up cards that repeat on a schedule.",false,"md","i-lucide-kanban",[315,316,317,318,319,320],"boards","kanban board","team tasks","recurring task","assign a card","my cards","en",{},true,20,"\u002Fhelp\u002Foperations\u002Fplanner",[218,327],"\u002Fhelp\u002Fgetting-started\u002Fyour-day-in-owneli",{"title":5,"description":310},null,"help\u002Foperations\u002Fplanner","2026-10-28","ZomJVxHb5IRRQBEtxZZzeArlAf0Hw3XrokVYnH7RJCs",[334,345,354,363,373,383,391,401,411,421,431,441,451],{"id":335,"title":336,"audience":6,"description":337,"extension":338,"icon":339,"locale":321,"meta":340,"order":341,"slug":342,"stem":343,"__hash__":344},"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","XWdLlczvAN2WkYFBnnFsRmqcxjJZ2gKwKvv6uq-Vz4E",{"id":346,"title":347,"audience":6,"description":348,"extension":338,"icon":349,"locale":321,"meta":350,"order":290,"slug":351,"stem":352,"__hash__":353},"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","z3KR3OktnhLsaie4PXcbGNMx2_qwpSKICgucJhJPImo",{"id":355,"title":356,"audience":6,"description":357,"extension":338,"icon":358,"locale":321,"meta":359,"order":297,"slug":360,"stem":361,"__hash__":362},"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","d3fGaGbg8UVNzV86Sm3UhMBmMVU5Uq7xuctHaJF8YEg",{"id":364,"title":365,"audience":6,"description":366,"extension":338,"icon":367,"locale":321,"meta":368,"order":369,"slug":370,"stem":371,"__hash__":372},"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","dyjAyAySpkmSCM4wiDyiDzqMd8ozhtKDP-iw7hL5GB8",{"id":374,"title":375,"audience":6,"description":376,"extension":338,"icon":377,"locale":321,"meta":378,"order":379,"slug":380,"stem":381,"__hash__":382},"helpCategories\u002Fhelp\u002Fcategories\u002Fretail.yml","Memberships, gift cards & stock","Memberships, packages and gift cards clients spend down over time, plus discounts, products and stock.","i-lucide-gift",{},5,"retail","help\u002Fcategories\u002Fretail","_LyI2n8iDSMGQx_VrxsZYiqFdvhoiBB-wdOVIQERjow",{"id":384,"title":46,"audience":6,"description":385,"extension":338,"icon":386,"locale":321,"meta":387,"order":388,"slug":309,"stem":389,"__hash__":390},"helpCategories\u002Fhelp\u002Fcategories\u002Foperations.yml","The internal side of the business, covering your written playbook, Planner boards, venue incidents, and the policies everyone signs.","i-lucide-briefcase",{},6,"help\u002Fcategories\u002Foperations","luSTIvbrxAnMbbljwzuwD35YR2Xq6-n6HziARRXrq14",{"id":392,"title":393,"audience":6,"description":394,"extension":338,"icon":395,"locale":321,"meta":396,"order":397,"slug":398,"stem":399,"__hash__":400},"helpCategories\u002Fhelp\u002Fcategories\u002Fteam.yml","Team & scheduling","Invite your team, set working hours and shifts, and handle timesheets, time off, commission and payroll.","i-lucide-id-card",{},7,"team","help\u002Fcategories\u002Fteam","82p-BQ6CYYNNt1GO80K3LXk-zcP5_6Tz-OA8hzQWB0Q",{"id":402,"title":403,"audience":6,"description":404,"extension":338,"icon":405,"locale":321,"meta":406,"order":407,"slug":408,"stem":409,"__hash__":410},"helpCategories\u002Fhelp\u002Fcategories\u002Fgrowth.yml","Reports & growth","Read and export your reports, and grow with campaigns, automations, reviews, loyalty and Oryx.","i-lucide-trending-up",{},8,"growth","help\u002Fcategories\u002Fgrowth","8zQ8GEUGer6qaVxqH4V6H7Qa1R1CPcZ1gkGsL74JZSQ",{"id":412,"title":413,"audience":6,"description":414,"extension":338,"icon":415,"locale":321,"meta":416,"order":417,"slug":418,"stem":419,"__hash__":420},"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","Rh-1T4iTtJkcK-o-n1olOGqTuFb3u3HsJ3w9anPS5Ak",{"id":422,"title":423,"audience":6,"description":424,"extension":338,"icon":425,"locale":321,"meta":426,"order":427,"slug":428,"stem":429,"__hash__":430},"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","8rq4IYJIBjfrS6vI3NVuFEa6_2DFJY9hHbhft5lmpYA",{"id":432,"title":433,"audience":6,"description":434,"extension":338,"icon":435,"locale":321,"meta":436,"order":437,"slug":438,"stem":439,"__hash__":440},"helpCategories\u002Fhelp\u002Fcategories\u002Fclasses.yml","Classes","Set up class types and a weekly timetable, run the roster and check-in, and change or cancel a class.","i-lucide-users-round",{},11,"classes","help\u002Fcategories\u002Fclasses","FSCZW6YrpwxAdhnLI0Ifyxs7zSnOE5ugnsH8kDrDi-s",{"id":442,"title":443,"audience":444,"description":445,"extension":338,"icon":446,"locale":321,"meta":447,"order":324,"slug":448,"stem":449,"__hash__":450},"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",{},"book-online","help\u002Fcategories\u002Fbook-online","GGAAKN9iClyv52FA3Er7Af4YQtGbIzTRT303vOeiSB4",{"id":452,"title":453,"audience":444,"description":454,"extension":338,"icon":455,"locale":321,"meta":456,"order":457,"slug":458,"stem":459,"__hash__":460},"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","uo0Lw9Pu1VwWJX1_sOT4LXIaNXQ4An31M7StYYHtcBw",[],[463,763],{"id":464,"title":219,"audience":6,"body":465,"category":309,"description":750,"draft":311,"extension":312,"icon":751,"keywords":752,"locale":321,"meta":758,"navigation":323,"order":427,"path":218,"related":759,"seo":760,"sourceHash":329,"stem":761,"translationReviewed":311,"updatedAt":331,"__hash__":762},"help\u002Fhelp\u002Foperations\u002Fnotes-your-team-playbook.md",{"type":8,"value":466,"toc":730},[467,473,475,482,486,599,609,613,631,635,654,658,681,685,692,694,704,706,710,723,727],[11,468,469,470,18],{},"Notes are your team's written know-how: the laser protocol, the autoclave checklist, what to do if someone faints. They're searchable, keep a history of every version, and can ask the team to confirm they've read them. Notes live under ",[15,471,472],{},"Operations → Notes",[20,474,23],{"id":22},[25,476,477],{},[28,478,479,481],{},[15,480,32],{}," anyone whose role includes notes can read them; writing and publishing needs permission to manage notes.",[20,483,485],{"id":484},"write-a-note","Write a note",[73,487,488,490,497,501,523,527,541,543,559,563,581,585],{},[76,489,79],{"id":78},[11,491,82,492,85,494,18],{},[15,493,472],{},[15,495,496],{},"New note",[76,498,500],{"id":499},"choose-a-category","Choose a category",[11,502,503,504,103,507,103,510,103,513,103,516,107,519,522],{},"Choose ",[15,505,506],{},"Treatment",[15,508,509],{},"Equipment",[15,511,512],{},"Training",[15,514,515],{},"Emergency",[15,517,518],{},"Personal",[15,520,521],{},"Other",". The prompt changes to suit it.",[76,524,526],{"id":525},"write-it","Write it",[11,528,529,530,532,533,536,537,540],{},"Enter a clear ",[15,531,125],{},", add tags (press Enter or a comma after each), and write ",[15,534,535],{},"The how",": what it's for, when it applies, what to watch for. Add ",[15,538,539],{},"Steps"," only when the order matters, such as \"press the kill switch, evacuate, call the doctor\".",[76,542,133],{"id":132},[11,544,95,545,139,547,143,549,147,551,553,554,155,556,558],{},[15,546,138],{},[15,548,142],{},[15,550,146],{},[15,552,150],{},". The line comes from ",[15,555,154],{},[15,557,158],{},". Owners and admins can open every published note, whatever its reach.",[76,560,562],{"id":561},"ask-for-sign-off-if-needed","Ask for sign-off, if needed",[11,564,565,566,569,570,139,573,576,577,580],{},"Switch on ",[15,567,568],{},"Require team acknowledgment"," so everyone who can see it must mark it as read. Under ",[15,571,572],{},"Enforcement",[15,574,575],{},"Soft reminder"," (a reminder in their notifications) or ",[15,578,579],{},"Hard block, full-screen overlay"," (they can't use the app until they confirm).",[76,582,584],{"id":583},"publish-or-save","Publish or save",[11,586,166,587,590,591,594,595,598],{},[15,588,589],{},"Publish"," to share it now, or ",[15,592,593],{},"Save draft"," to finish later. On a phone there's one button at the bottom: turn ",[15,596,597],{},"Publish now"," on to publish, or leave it off to save a draft.",[600,601,602],"caution",{},[11,603,604,605,608],{},"Use ",[15,606,607],{},"Hard block"," only for safety-critical procedures, such as lasers, sharps or emergencies. It stops people working until they confirm.",[20,610,612],{"id":611},"change-a-note","Change a note",[11,614,615,616,618,619,622,623,626,627,630],{},"Open the note and select ",[15,617,245],{},". For a real change to the procedure, tick ",[15,620,621],{},"Bump version (material change)"," and say what changed. Everyone is asked to confirm again, and people who confirmed the old version see ",[15,624,625],{},"Outdated · you signed v2",". Don't bump the version for a typo, or everyone has to confirm again for nothing. ",[15,628,629],{},"History"," keeps every published version.",[20,632,634],{"id":633},"confirm-a-note-youve-been-asked-to-read","Confirm a note you've been asked to read",[11,636,637,638,641,642,645,646,649,650,653],{},"Notes waiting for you show a count on ",[15,639,640],{},"Notes"," in the sidebar and on ",[15,643,644],{},"Today",". Select ",[15,647,648],{},"Pending acks"," to see them. Read each one and select ",[15,651,652],{},"Acknowledge",". A hard-block note asks you to sign, with a saved signature, your typed name or a drawn one.",[20,655,657],{"id":656},"find-and-look-after-notes","Find and look after notes",[11,659,660,661,664,665,668,669,672,673,676,677,680],{},"Search titles, text and tags together, and filter by ",[15,662,663],{},"Category"," and visibility. ",[15,666,667],{},"Pin"," the ones you use every day so they stay at the top. On a note, ",[15,670,671],{},"Unpublish"," takes it out of circulation, ",[15,674,675],{},"Archive"," hides it but keeps it for your records, and ",[15,678,679],{},"Start session"," opens it to work through with a trainee.",[20,682,684],{"id":683},"notes-or-policies","Notes or policies?",[11,686,687,688,18],{},"Notes are how you do the work. Policies are rules people must follow at work, such as conduct, safety duties, privacy or employment terms, with a signed record. For those, see ",[216,689,691],{"href":690},"\u002Fhelp\u002Foperations\u002Fpolicies","Policies",[20,693,257],{"id":256},[11,695,696,697,700,701,18],{},"The note appears in the list with its category. If you asked for sign-off, it shows how many have confirmed, such as ",[15,698,699],{},"3 \u002F 8 acknowledged",", until ",[15,702,703],{},"Everyone caught up",[20,705,270],{"id":269},[76,707,709],{"id":708},"someone-cant-see-a-note","Someone can't see a note",[11,711,277,712,714,715,717,718,720,721,18],{},[15,713,138],{},". ",[15,716,146],{}," only reaches your managers and the people who report to you, so check ",[15,719,154],{}," on the person in ",[15,722,158],{},[76,724,726],{"id":725},"everyone-has-to-sign-again","Everyone has to sign again",[11,728,729],{},"The version was bumped. That's expected after a material change.",{"title":289,"searchDepth":290,"depth":290,"links":731},[732,733,741,742,743,744,745,746],{"id":22,"depth":290,"text":23},{"id":484,"depth":290,"text":485,"children":734},[735,736,737,738,739,740],{"id":78,"depth":297,"text":79},{"id":499,"depth":297,"text":500},{"id":525,"depth":297,"text":526},{"id":132,"depth":297,"text":133},{"id":561,"depth":297,"text":562},{"id":583,"depth":297,"text":584},{"id":611,"depth":290,"text":612},{"id":633,"depth":290,"text":634},{"id":656,"depth":290,"text":657},{"id":683,"depth":290,"text":684},{"id":256,"depth":290,"text":257},{"id":269,"depth":290,"text":270,"children":747},[748,749],{"id":708,"depth":297,"text":709},{"id":725,"depth":297,"text":726},"Write down how your team does things, choose who sees it, ask people to confirm they've read it, and update it so changes reach everyone.","i-lucide-notebook-text",[753,754,755,756,757],"write a procedure","team SOP","require acknowledgment","note sign-off","training notes",{},[325,690],{"title":219,"description":750},"help\u002Foperations\u002Fnotes-your-team-playbook","3gIO8ZxtSQVlNib1eKcqbu7HyKWHFyk4uCmkM5Dj2Mo",{"id":764,"title":765,"audience":6,"body":766,"category":342,"description":1134,"draft":311,"extension":312,"icon":1135,"keywords":1136,"locale":321,"meta":1143,"navigation":323,"order":1144,"path":327,"related":1145,"seo":1149,"sourceHash":329,"stem":1150,"translationReviewed":311,"updatedAt":331,"__hash__":1151},"help\u002Fhelp\u002Fgetting-started\u002Fyour-day-in-owneli.md","Your day in Owneli",{"type":8,"value":767,"toc":1114},[768,773,777,827,837,841,844,991,1002,1006,1016,1020,1070,1072,1076,1083,1087,1094,1098,1105],[11,769,770,772],{},[15,771,644],{}," is your home screen. Open it at the start of a shift to clock in, see who's coming, and clear anything waiting on you.",[20,774,776],{"id":775},"start-your-shift","Start your shift",[73,778,779,783,788,792,806,810,816,820],{},[76,780,782],{"id":781},"open-today","Open Today",[11,784,166,785,787],{},[15,786,644],{}," in the sidebar, or the Owneli logo. On a phone, it's the first tab.",[76,789,791],{"id":790},"clock-in","Clock in",[11,793,794,795,798,799,801,802,805],{},"In the ",[15,796,797],{},"Clock"," card, select ",[15,800,791],{},". The card changes to ",[15,803,804],{},"On the clock"," and shows when you started. If a shift is scheduled for you, the card shows its hours.",[76,807,809],{"id":808},"read-todays-schedule","Read today's schedule",[11,811,812,815],{},[15,813,814],{},"Today's schedule"," lists the day's appointments: time, client, service, and the provider's initials. Select a row to open the appointment.",[76,817,819],{"id":818},"clear-action-required","Clear Action required",[11,821,822,823,826],{},"Work down ",[15,824,825],{},"Action required"," and deal with each item. Selecting an item takes you to the page where you resolve it.",[828,829,830],"note",{},[11,831,832,833,836],{},"Some businesses record hours from the rota instead of a clock. Then the card reads ",[15,834,835],{},"Automatic hours"," and there's nothing to clock. Ask a manager if your hours look wrong.",[20,838,840],{"id":839},"whats-on-today","What's on Today",[11,842,843],{},"What you see depends on your role. A provider sees their own day; a manager or owner sees the whole floor.",[845,846,847,860],"table",{},[848,849,850],"thead",{},[851,852,853,857],"tr",{},[854,855,856],"th",{},"Section",[854,858,859],{},"What it's for",[861,862,863,874,887,903,928,937,947,957,977],"tbody",{},[851,864,865,871],{},[866,867,868],"td",{},[15,869,870],{},"Who's waiting",[866,872,873],{},"Clients who've checked in and are waiting to be seen.",[851,875,876,880],{},[866,877,878],{},[15,879,814],{},[866,881,882,883,886],{},"The day's appointments, with how many are done. ",[15,884,885],{},"Open calendar"," jumps to the full grid.",[851,888,889,896],{},[866,890,891,180,893],{},[15,892,797],{},[15,894,895],{},"Hours this week",[866,897,898,899,902],{},"Clock in and out, and see your hours so far. ",[15,900,901],{},"View my hours"," opens your timesheet.",[851,904,905,910],{},[866,906,907],{},[15,908,909],{},"Quick actions",[866,911,912,913,103,916,103,919,103,922,180,925,18],{},"One-tap shortcuts: ",[15,914,915],{},"Walk-in · add + waitlist",[15,917,918],{},"New appointment",[15,920,921],{},"New client",[15,923,924],{},"Send form",[15,926,927],{},"New sale",[851,929,930,934],{},[866,931,932],{},[15,933,825],{},[866,935,936],{},"Everything waiting on a person: policies and notes to sign, online bookings to confirm, card disputes, forms waiting for your sign-off, client blocks due for review, and more.",[851,938,939,944],{},[866,940,941],{},[15,942,943],{},"Revenue opportunities",[866,945,946],{},"Clients overdue for a return visit, and packages about to expire with sessions unused. Book them, message them, snooze or dismiss.",[851,948,949,954],{},[866,950,951],{},[15,952,953],{},"My tips",[866,955,956],{},"Your tips today and over the last 30 days, split cash and card.",[851,958,959,964],{},[866,960,961],{},[15,962,963],{},"How it's going",[866,965,95,966,969,970,180,973,976],{},[15,967,968],{},"Your business",": the last 30 days of sales as a graph, then this month's ",[15,971,972],{},"Top team members",[15,974,975],{},"Top services"," against last month. Shown to roles that can see the whole team's reports.",[851,978,979,984],{},[866,980,981],{},[15,982,983],{},"At a glance",[866,985,986,987,990],{},"Forms pending, form completion rate, total clients and emails this week, with your ",[15,988,989],{},"Targets"," for the month when an admin has set them. Shown to roles that can see reports.",[11,992,993,994,997,998,18],{},"New businesses also see the ",[15,995,996],{},"Finish setting up Owneli"," card at the top. See ",[216,999,1001],{"href":1000},"\u002Fhelp\u002Fgetting-started\u002Fset-up-your-workspace","Set up your workspace",[20,1003,1005],{"id":1004},"a-client-walks-in","A client walks in",[11,1007,166,1008,1010,1011,1013,1014,18],{},[15,1009,915],{}," in ",[15,1012,909],{},". Add their name and phone, then put them on the waitlist with the service and the time of day that suits them. To book them straight into a free slot instead, use ",[15,1015,918],{},[20,1017,1019],{"id":1018},"end-your-shift","End your shift",[73,1021,1022,1026,1039,1043,1058,1062],{},[76,1023,1025],{"id":1024},"check-out-your-clients","Check out your clients",[11,1027,1028,1029,1031,1032,1034,1035,1038],{},"Make sure every appointment in ",[15,1030,814],{}," shows ",[15,1033,183],{},". A row reading ",[15,1036,1037],{},"Not checked out"," still needs its sale.",[76,1040,1042],{"id":1041},"count-the-cash-drawer","Count the cash drawer",[11,1044,1045,1046,1049,1050,1053,1054,18],{},"If you handle cash, open ",[15,1047,1048],{},"Point of sale",", then ",[15,1051,1052],{},"Cash drawer",", and close and count it. See ",[216,1055,1057],{"href":1056},"\u002Fhelp\u002Fcheckout\u002Frefunds-and-the-cash-drawer","Refunds and the cash drawer",[76,1059,1061],{"id":1060},"clock-out","Clock out",[11,1063,166,1064,1066,1067,1069],{},[15,1065,1061],{}," in the ",[15,1068,797],{}," card, then confirm.",[20,1071,270],{"id":269},[76,1073,1075],{"id":1074},"the-clock-says-no-shift-scheduled-today","The clock says \"No shift scheduled today.\"",[11,1077,1078,1079,18],{},"You have no shift today, or nobody has set your working hours yet. You can still clock in. Ask a manager to set your hours so your shifts show up. See ",[216,1080,1082],{"href":1081},"\u002Fhelp\u002Fteam\u002Fset-working-hours-and-shift-patterns","Set working hours and shift patterns",[76,1084,1086],{"id":1085},"my-schedule-is-empty-but-the-calendar-isnt","My schedule is empty but the calendar isn't",[11,1088,1089,1090,1093],{},"Today shows the location named next to ",[15,1091,1092],{},"Showing",". Switch location in the top bar. If your role only covers your own appointments, you only see yours.",[76,1095,1097],{"id":1096},"i-cant-see-the-schedule-at-all","I can't see the schedule at all",[11,1099,1100,1101,1104],{},"If Today says ",[15,1102,1103],{},"Your bookings aren't shown here",", your role doesn't include appointments. Ask an owner or admin to add them.",[210,1106,1107],{},[11,1108,1109,1110,1113],{},"The numbers on Today are a quick pulse, not a report. For anything you'll act on, open ",[15,1111,1112],{},"Reports",", where you can filter, compare and export.",{"title":289,"searchDepth":290,"depth":290,"links":1115},[1116,1122,1123,1124,1129],{"id":775,"depth":290,"text":776,"children":1117},[1118,1119,1120,1121],{"id":781,"depth":297,"text":782},{"id":790,"depth":297,"text":791},{"id":808,"depth":297,"text":809},{"id":818,"depth":297,"text":819},{"id":839,"depth":290,"text":840},{"id":1004,"depth":290,"text":1005},{"id":1018,"depth":290,"text":1019,"children":1125},[1126,1127,1128],{"id":1024,"depth":297,"text":1025},{"id":1041,"depth":297,"text":1042},{"id":1060,"depth":297,"text":1061},{"id":269,"depth":290,"text":270,"children":1130},[1131,1132,1133],{"id":1074,"depth":297,"text":1075},{"id":1085,"depth":297,"text":1086},{"id":1096,"depth":297,"text":1097},"What Today shows you, how to clock in, and the order most people work through the screen during a shift.","i-lucide-sun",[1137,1138,1139,1140,1141,1142],"today page","home screen","clock in","action required","what do I do first","walk in client",{},30,[1146,1147,1148],"\u002Fhelp\u002Fgetting-started\u002Fwelcome","\u002Fhelp\u002Fcalendar\u002Ffind-your-way-around","\u002Fhelp\u002Fteam\u002Fshifts-timesheets-and-time-off",{"title":765,"description":1134},"help\u002Fgetting-started\u002Fyour-day-in-owneli","psOzLTQ50-TzIEjFMZzvCYqoFXi0Dim8h4-QYPL8zlA",[],[1154,1156,1158,1160,1161,1163,1165],{"path":1155,"translationReviewed":323},"\u002Fhelp\u002Fel\u002Foperations\u002Fplanner",{"path":1157,"translationReviewed":323},"\u002Fhelp\u002Fes\u002Foperations\u002Fplanner",{"path":1159,"translationReviewed":323},"\u002Fhelp\u002Ffr\u002Foperations\u002Fplanner",{"path":325,"translationReviewed":311},{"path":1162,"translationReviewed":323},"\u002Fhelp\u002Fpt-br\u002Foperations\u002Fplanner",{"path":1164,"translationReviewed":323},"\u002Fhelp\u002Fpt-pt\u002Foperations\u002Fplanner",{"path":1166,"translationReviewed":323},"\u002Fhelp\u002Fsq\u002Foperations\u002Fplanner",1794073889215]