[{"data":1,"prerenderedAt":677},["ShallowReactive",2],{"help:\u002Fhelp\u002Fportal\u002Fyour-account":3,"help-all-categories":283,"help-cat-articles:\u002Fhelp\u002Fportal\u002Fyour-account":401,"help-related:\u002Fhelp\u002Fportal\u002Fyour-account":402},{"id":4,"title":5,"audience":6,"body":7,"category":267,"description":268,"draft":269,"extension":270,"icon":271,"keywords":272,"meta":273,"navigation":274,"order":275,"path":276,"related":277,"seo":279,"stem":280,"updatedAt":281,"__hash__":282},"help\u002Fhelp\u002Fportal\u002Fyour-account.md","Booking online and using your account","client",{"type":8,"value":9,"toc":246},"minimark",[10,14,19,22,61,64,68,71,77,81,84,92,96,196,199,203,206,209,212,219,223,226,230,233,239,243],[11,12,13],"p",{},"If your salon or clinic runs on Owneli, you can book online and manage your visits yourself. This page explains what you can do.",[15,16,18],"h2",{"id":17},"booking-without-an-account","Booking without an account",[11,20,21],{},"You don't need an account to book. Your venue's booking page walks you through it:",[23,24,25,30,33,37,40,44,47,51,54,58],"steps",{},[26,27,29],"h3",{"id":28},"choose-your-service","Choose your service",[11,31,32],{},"Pick one or more. Some venues offer bundles — several services at a combined price.",[26,34,36],{"id":35},"choose-a-time","Choose a time",[11,38,39],{},"Pick a date and pick from the openings shown. You can request a specific team member or leave it to whoever's available.",[26,41,43],{"id":42},"add-anything-extra","Add anything extra",[11,45,46],{},"If your venue offers add-ons, they're offered here.",[26,48,50],{"id":49},"enter-your-details","Enter your details",[11,52,53],{},"Name, email, and phone so they can reach you.",[26,55,57],{"id":56},"confirm","Confirm",[11,59,60],{},"Some venues ask for a card, or take a deposit, before confirming. If yours does, the terms are shown on this screen before you pay — what's due now, how long before your appointment you can cancel for free, and what any late-cancellation or no-show fee would be.",[11,62,63],{},"You'll get a confirmation with a link to manage your booking.",[15,65,67],{"id":66},"managing-a-booking","Managing a booking",[11,69,70],{},"The link in your confirmation lets you view, reschedule, or cancel without signing in anywhere.",[72,73,74],"warning",{},[11,75,76],{},"If your venue charges for late cancellations, the free-cancellation window is shown on the booking screen and in your confirmation. Cancelling inside that window may be charged to the card you used.",[15,78,80],{"id":79},"your-account","Your account",[11,82,83],{},"If your venue has the client portal enabled, you can sign in for a fuller picture.",[11,85,86,87,91],{},"Signing in is by ",[88,89,90],"strong",{},"magic link"," — enter your email and a one-time sign-in link is sent to you. There's no password to remember, though you can set one if you prefer.",[26,93,95],{"id":94},"whats-in-there","What's in there",[97,98,99,112],"table",{},[100,101,102],"thead",{},[103,104,105,109],"tr",{},[106,107,108],"th",{},"Section",[106,110,111],{},"What you'll find",[113,114,115,126,136,146,156,166,176,186],"tbody",{},[103,116,117,123],{},[118,119,120],"td",{},[88,121,122],{},"Home",[118,124,125],{},"Your next visit, and a quick way to book again",[103,127,128,133],{},[118,129,130],{},[88,131,132],{},"Appointments",[118,134,135],{},"Past and upcoming visits",[103,137,138,143],{},[118,139,140],{},[88,141,142],{},"Wallet",[118,144,145],{},"Store credit, saved cards, and any gift cards you hold",[103,147,148,153],{},[118,149,150],{},[88,151,152],{},"Memberships",[118,154,155],{},"Your plans, what's included, and what you've used",[103,157,158,163],{},[118,159,160],{},[88,161,162],{},"Loyalty",[118,164,165],{},"Your points, your tier, and rewards you can redeem",[103,167,168,173],{},[118,169,170],{},[88,171,172],{},"Messages",[118,174,175],{},"Messages with the venue",[103,177,178,183],{},[118,179,180],{},[88,181,182],{},"Refer",[118,184,185],{},"Your personal referral link",[103,187,188,193],{},[118,189,190],{},[88,191,192],{},"Account",[118,194,195],{},"Your details and communication preferences",[11,197,198],{},"Not every venue turns on every section.",[26,200,202],{"id":201},"more-than-one-venue","More than one venue",[11,204,205],{},"If you visit several businesses that use Owneli, one sign-in covers them all. Switch between them inside the portal — each keeps its own visits, memberships and points, and each looks like itself, with its own branding.",[15,207,152],{"id":208},"memberships",[11,210,211],{},"Your membership page shows what your plan includes and what you've used this period.",[11,213,214,215,218],{},"If your venue allows it, you can ",[88,216,217],{},"request a pause"," from here. Pauses are subject to your venue's policy — how many you're allowed, how many days in total, and whether a freeze fee applies. Your request goes to the venue for approval.",[15,220,222],{"id":221},"gift-cards","Gift cards",[11,224,225],{},"Gift cards you've been sent show in your wallet with their balance. You can also check any card's balance from the link that came with it, without signing in.",[15,227,229],{"id":228},"saved-cards","Saved cards",[11,231,232],{},"Cards saved for membership billing are listed in your wallet. You can add one, make one the default, or remove one. Removing a card detaches it at the payment processor, so it genuinely can't be charged afterwards.",[234,235,236],"note",{},[11,237,238],{},"Venues cannot enter your card details on your behalf. If you're paying by link, you type your card into your venue's own secure page — they never see or handle the number.",[15,240,242],{"id":241},"forms-and-consents","Forms and consents",[11,244,245],{},"If your venue sends you a form before a visit, it arrives as a private link. You fill it in and sign on your own phone. Nobody else can see your answers.",{"title":247,"searchDepth":248,"depth":248,"links":249},"",2,[250,258,259,263,264,265,266],{"id":17,"depth":248,"text":18,"children":251},[252,254,255,256,257],{"id":28,"depth":253,"text":29},3,{"id":35,"depth":253,"text":36},{"id":42,"depth":253,"text":43},{"id":49,"depth":253,"text":50},{"id":56,"depth":253,"text":57},{"id":66,"depth":248,"text":67},{"id":79,"depth":248,"text":80,"children":260},[261,262],{"id":94,"depth":253,"text":95},{"id":201,"depth":253,"text":202},{"id":208,"depth":248,"text":152},{"id":221,"depth":248,"text":222},{"id":228,"depth":248,"text":229},{"id":241,"depth":248,"text":242},"portal","How to book a visit, manage an appointment, and use your credit, memberships, gift cards and points — written for clients.",false,"md","i-lucide-user-round",[],{},true,10,"\u002Fhelp\u002Fportal\u002Fyour-account",[278],"\u002Fhelp\u002Fgetting-started\u002Fwelcome",{"title":5,"description":268},"help\u002Fportal\u002Fyour-account","2026-07-26","9N1eadmLhpyQUP-V7NUithQbM6fNHhwCZlmTtSA_ViA",[284,296,305,314,324,334,344,354,364,374,383,393],{"id":285,"title":286,"audience":287,"description":288,"extension":289,"icon":290,"meta":291,"order":292,"slug":293,"stem":294,"__hash__":295},"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":297,"title":298,"audience":287,"description":299,"extension":289,"icon":300,"meta":301,"order":248,"slug":302,"stem":303,"__hash__":304},"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":306,"title":307,"audience":287,"description":308,"extension":289,"icon":309,"meta":310,"order":253,"slug":311,"stem":312,"__hash__":313},"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":315,"title":316,"audience":287,"description":317,"extension":289,"icon":318,"meta":319,"order":320,"slug":321,"stem":322,"__hash__":323},"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":325,"title":326,"audience":287,"description":327,"extension":289,"icon":328,"meta":329,"order":330,"slug":331,"stem":332,"__hash__":333},"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":335,"title":336,"audience":287,"description":337,"extension":289,"icon":338,"meta":339,"order":340,"slug":341,"stem":342,"__hash__":343},"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":345,"title":346,"audience":287,"description":347,"extension":289,"icon":348,"meta":349,"order":350,"slug":351,"stem":352,"__hash__":353},"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":355,"title":356,"audience":287,"description":357,"extension":289,"icon":358,"meta":359,"order":360,"slug":361,"stem":362,"__hash__":363},"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":365,"title":366,"audience":287,"description":367,"extension":289,"icon":368,"meta":369,"order":370,"slug":371,"stem":372,"__hash__":373},"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":375,"title":376,"audience":287,"description":377,"extension":289,"icon":378,"meta":379,"order":275,"slug":380,"stem":381,"__hash__":382},"helpCategories\u002Fhelp\u002Fcategories\u002Faccount.yml","Your login and profile","Your own login, password, two-factor security, profile, and language.","i-lucide-user-circle",{},"account","help\u002Fcategories\u002Faccount","8JZPH_8Q-lnEEFgysE9gCwyd1pzUe2hfAebATuQ5Pog",{"id":384,"title":385,"audience":6,"description":386,"extension":289,"icon":387,"meta":388,"order":389,"slug":390,"stem":391,"__hash__":392},"helpCategories\u002Fhelp\u002Fcategories\u002Fbook-online.yml","Book online","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":394,"title":395,"audience":6,"description":396,"extension":289,"icon":271,"meta":397,"order":398,"slug":267,"stem":399,"__hash__":400},"helpCategories\u002Fhelp\u002Fcategories\u002Fportal.yml","Your account and visits","Booking from your account, managing your visits, and using your wallet, memberships and rewards.",{},21,"help\u002Fcategories\u002Fportal","D8_zQhv9hO2b9PYDADw-ebh1yZUuC0UcBt3DDZbMAH4",[],[403],{"id":404,"title":405,"audience":287,"body":406,"category":293,"description":667,"draft":269,"extension":270,"icon":290,"keywords":668,"meta":669,"navigation":274,"order":275,"path":278,"related":670,"seo":673,"stem":674,"updatedAt":675,"__hash__":676},"help\u002Fhelp\u002Fgetting-started\u002Fwelcome.md","Find your way around Owneli",{"type":8,"value":407,"toc":657},[408,411,415,418,440,443,447,450,513,533,535,540,543,547,550,564,568,571,575,589,593,596,642,650,654],[11,409,410],{},"Owneli runs a whole practice — clients, calendar, point of sale, retail, and team — from one sidebar. That sidebar is deliberately short. Once you know its shape, you can find anything in one or two clicks.",[15,412,414],{"id":413},"the-three-spines","The three spines",[11,416,417],{},"Three items sit at the top and are always one click away, whether the sidebar is expanded or collapsed to icons:",[419,420,421,428,434],"ul",{},[422,423,424,427],"li",{},[88,425,426],{},"Today"," — your home. Clock in, see what's booked, clear anything that needs action, and check the day's numbers. This is also what the app logo links to.",[422,429,430,433],{},[88,431,432],{},"Calendar"," — every appointment, for every team member, on one grid.",[422,435,436,439],{},[88,437,438],{},"POS"," — sales. Ring up services, products, memberships, and gift cards, and close out the cash drawer.",[11,441,442],{},"These are the surfaces you open every working hour, so they never hide behind a menu.",[15,444,446],{"id":445},"the-five-groups","The five groups",[11,448,449],{},"Everything else lives in one of five groups. Each is a single icon when the sidebar is collapsed; click it to slide out a rail with the full list.",[97,451,452,462],{},[100,453,454],{},[103,455,456,459],{},[106,457,458],{},"Group",[106,460,461],{},"What's inside",[113,463,464,474,483,493,503],{},[103,465,466,471],{},[118,467,468],{},[88,469,470],{},"Clients",[118,472,473],{},"Clients, Messages, Submissions, Forms, Care Guides, Emails",[103,475,476,480],{},[118,477,478],{},[88,479,336],{},[118,481,482],{},"Services, Notes, Boards, Time off, Policies",[103,484,485,490],{},[118,486,487],{},[88,488,489],{},"Retail",[118,491,492],{},"Memberships, Packages, Gift cards, Discounts, Products, Reorder this week, Purchase orders, Vendors",[103,494,495,500],{},[118,496,497],{},[88,498,499],{},"Team",[118,501,502],{},"Team, Scheduling",[103,504,505,510],{},[118,506,507],{},[88,508,509],{},"Growth",[118,511,512],{},"Reports, Reviews, Campaigns, Automations, Loyalty",[234,514,515],{},[11,516,517,518,520,521,524,525,528,529,532],{},"You may not see all of these. Every link is permission-gated, so the sidebar only ever shows what your role can actually open. ",[88,519,509],{}," and ",[88,522,523],{},"Settings"," are hidden from most staff roles entirely. On top of that, some links (Team, Time off, Boards, Vendors and the like) can be hidden per person — automatically for a small workspace, or by your own choices under ",[88,526,527],{},"Settings → Menu",". A hidden page is still reachable by search and direct link, and ",[88,530,531],{},"Restore default"," brings the menu back.",[15,534,523],{"id":371},[11,536,537,539],{},[88,538,523],{}," is the last icon, and it's admin-only. It absorbs everything you configure once and rarely touch again: business details and locations, booking rules, payment processor and payment policy, tips, tax rates, roles and permissions, the online store, the audit log, and data import.",[11,541,542],{},"The rule of thumb: if you'd open a page less than once a week, it's in Settings.",[15,544,546],{"id":545},"reading-the-sidebar","Reading the sidebar",[11,548,549],{},"Two small markers carry real meaning:",[419,551,552,558],{},[422,553,554,557],{},[88,555,556],{},"An eye icon"," next to a link means you can open the page but not change anything. It saves you a click into a page where every button is disabled.",[422,559,560,563],{},[88,561,562],{},"An amber number"," is a count of things waiting on you — pending time-off approvals, notes awaiting acknowledgement, unread client messages. When the sidebar is collapsed, the same signal shows as an amber dot on the group icon.",[15,565,567],{"id":566},"collapsing-the-sidebar","Collapsing the sidebar",[11,569,570],{},"Click the small chevron chip on the sidebar's right edge to collapse it to icons and win back screen width. Your choice is remembered across sessions and devices.",[15,572,574],{"id":573},"on-a-phone","On a phone",[11,576,577,578,581,582,585,586,588],{},"Below tablet width there is no sidebar. Owneli becomes a tab-bar app: ",[88,579,580],{},"Today · Calendar · Sell · Clients · More"," along the bottom of the screen. The first four are the same spine surfaces; ",[88,583,584],{},"More"," opens the full directory — every page from the sidebar groups above, a \"Find a page\" search, and your account actions (My profile, Settings, System status, Sign out). If an instruction in these articles names a sidebar item you can't see on your phone, it's under ",[88,587,584],{},".",[15,590,592],{"id":591},"the-top-bar","The top bar",[11,594,595],{},"Along the top of every page:",[419,597,598,613,619,625,631,636],{},[422,599,600,603,604,608,609,612],{},[88,601,602],{},"Search"," (or ",[605,606,607],"code",{},"⌘K"," \u002F ",[605,610,611],{},"Ctrl+K",") — jump to any client, appointment, or page.",[422,614,615,618],{},[88,616,617],{},"Location switcher"," — if your business has more than one location, this scopes what you're looking at. An organisation switcher appears beside it only if you belong to more than one business.",[422,620,621,624],{},[88,622,623],{},"Send"," — one entry point for sending a form, sharing a care page, or emailing a client, so you don't have to navigate to three different list pages.",[422,626,627,630],{},[88,628,629],{},"Language"," — English, Spanish, and French.",[422,632,633,588],{},[88,634,635],{},"Light\u002Fdark mode",[422,637,638,641],{},[88,639,640],{},"Notifications"," — the bell, with a red count when something is unread.",[643,644,645],"tip",{},[11,646,647,649],{},[605,648,607],{}," is the fastest way to move around once you know client names. It searches clients and pages together.",[15,651,653],{"id":652},"whats-next","What's next",[11,655,656],{},"If you're standing up a new business, work through the setup checklist. If someone else already set things up and you're joining an existing team, go straight to your day.",{"title":247,"searchDepth":248,"depth":248,"links":658},[659,660,661,662,663,664,665,666],{"id":413,"depth":248,"text":414},{"id":445,"depth":248,"text":446},{"id":371,"depth":248,"text":523},{"id":545,"depth":248,"text":546},{"id":566,"depth":248,"text":567},{"id":573,"depth":248,"text":574},{"id":591,"depth":248,"text":592},{"id":652,"depth":248,"text":653},"A two-minute tour of the sidebar — the three spines, the five groups, and where configuration hides.",[],{},[671,672],"\u002Fhelp\u002Fgetting-started\u002Fset-up-your-workspace","\u002Fhelp\u002Fgetting-started\u002Fyour-day-in-workroom",{"title":405,"description":667},"help\u002Fgetting-started\u002Fwelcome","2026-09-01","0Jmix1z5TVe5oMcNG76Kw93WvAzLH6qzoknkeUTTIQU",1790218960113]