[{"data":1,"prerenderedAt":2982},["ShallowReactive",2],{"help:\u002Fhelp\u002Fretail":3,"help-all-categories":4,"help-cat-articles:\u002Fhelp\u002Fretail":128,"help-related:\u002Fhelp\u002Fretail":2981},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",[129,477,700,960,1346,1637,1830,1977,2170,2356,2537,2774],{"id":130,"title":131,"audience":8,"body":132,"category":54,"description":456,"draft":457,"extension":458,"icon":459,"keywords":460,"meta":466,"navigation":467,"order":103,"path":468,"related":469,"seo":473,"stem":474,"updatedAt":475,"__hash__":476},"help\u002Fhelp\u002Fretail\u002Fmemberships.md","Memberships",{"type":133,"value":134,"toc":442},"minimark",[135,139,145,150,153,158,165,168,195,199,206,210,304,310,314,317,337,340,344,347,354,358,372,376,379,383,390,393,402,406],[136,137,138],"p",{},"A membership is a recurring plan a client subscribes to. It ships with a discount, included sessions, or both — applied automatically at checkout, with no code to remember.",[136,140,141],{},[142,143,144],"strong",{},"Retail → Memberships",[146,147,149],"h2",{"id":148},"the-two-plan-types","The two plan types",[136,151,152],{},"Choose one when you create the plan. It changes what the member actually receives each period.",[154,155,157],"h3",{"id":156},"service-credits","Service credits",[136,159,160,161,164],{},"The member gets a number of ",[142,162,163],{},"included sessions"," each period — three facials a month, one laser session a quarter. At checkout, an eligible service is covered by a credit instead of being charged.",[136,166,167],{},"Options that matter here:",[169,170,171,183,189],"ul",{},[172,173,174,177,178,182],"li",{},[142,175,176],{},"Roll over unused sessions"," — how many unused sessions per service carry into the next period. ",[179,180,181],"code",{},"0"," means use it or lose it.",[172,184,185,188],{},[142,186,187],{},"Banked credits expire after"," — rolled-over credits lapse this many months after they were granted. Leave empty for never.",[172,190,191,194],{},[142,192,193],{},"Keep credits usable after cancellation"," — after a cancellation, banked credits stay redeemable for this many days.",[154,196,198],{"id":197},"account-balance","Account balance",[136,200,201,202,205],{},"The member gets ",[142,203,204],{},"funds added to a wallet"," each period. The balance accumulates and can be spent toward any service or product at checkout — much more like store credit than a session pass.",[146,207,209],{"id":208},"billing-and-term","Billing and term",[211,212,213,226],"table",{},[214,215,216],"thead",{},[217,218,219,223],"tr",{},[220,221,222],"th",{},"Setting",[220,224,225],{},"What it does",[227,228,229,241,251,261,271,284,294],"tbody",{},[217,230,231,238],{},[232,233,234,237],"td",{},[142,235,236],{},"Price"," and interval",[232,239,240],{},"Monthly, quarterly, or annual",[217,242,243,248],{},[232,244,245],{},[142,246,247],{},"Auto-renew",[232,249,250],{},"New members default to renewing automatically",[217,252,253,258],{},[232,254,255],{},[142,256,257],{},"Open-ended",[232,259,260],{},"Renews each period until the member cancels",[217,262,263,268],{},[232,264,265],{},[142,266,267],{},"Fixed-term",[232,269,270],{},"Runs for a set number of billing cycles, then ends",[217,272,273,278],{},[232,274,275],{},[142,276,277],{},"Minimum cycles before cancel",[232,279,280,281,283],{},"Members must stay this many cycles. ",[179,282,181],{}," = cancel anytime",[217,285,286,291],{},[232,287,288],{},[142,289,290],{},"Early-exit fee",[232,292,293],{},"Charged if they cancel before the commitment ends. Leave it empty to block early cancellation entirely",[217,295,296,301],{},[232,297,298],{},[142,299,300],{},"Stop after N renewals",[232,302,303],{},"Auto-billing stops after this many renewals. Empty = unlimited",[305,306,307],"warning",{},[136,308,309],{},"Automatic billing needs a connected payment processor and a card on file. Until those exist, billing is manual — the plan still tracks correctly, but no card is charged on its own.",[146,311,313],{"id":312},"pausing","Pausing",[136,315,316],{},"If you allow it, members can request a pause from their client portal. You control:",[169,318,319,325,331],{},[172,320,321,324],{},[142,322,323],{},"Max pauses"," — per membership, lifetime",[172,326,327,330],{},[142,328,329],{},"Max paused days"," — the total time a membership can sit paused",[172,332,333,336],{},[142,334,335],{},"Freeze fee"," — charged once to the card on file each time it's paused. Leave empty for free freezes",[136,338,339],{},"Pause requests land in your queue for approval — you'll see a count on the memberships page.",[146,341,343],{"id":342},"perks","Perks",[136,345,346],{},"Beyond the headline benefit, a plan can carry perks: a percentage or amount off services or products, a free add-on, or access to a member-only service. Perks are added after the plan is saved.",[136,348,349,350,353],{},"Each perk declares whether it ",[142,351,352],{},"stacks with discount codes"," or not, so a member using a promo code doesn't accidentally compound two discounts you never intended to combine.",[146,355,357],{"id":356},"sharing-and-gifting","Sharing and gifting",[169,359,360,366],{},[172,361,362,365],{},[142,363,364],{},"Members included"," — above 1, a primary member can add family members who redeem the same pool",[172,367,368,371],{},[142,369,370],{},"Can be gifted"," — lets a buyer purchase the plan for someone else",[146,373,375],{"id":374},"selling-one","Selling one",[136,377,378],{},"At checkout, add the membership to the cart like any other item. It's also sellable from your public storefront if you've published it there.",[146,380,382],{"id":381},"archiving","Archiving",[136,384,385,386,389],{},"Archiving a plan removes it from the checkout picker. ",[142,387,388],{},"Current subscribers keep their benefits"," — you're closing it to new sign-ups, not cancelling anyone.",[136,391,392],{},"Pausing a plan has the same \"disappears from the picker\" effect without archiving it.",[394,395,396],"caution",{},[136,397,398,401],{},[142,399,400],{},"Imported memberships are records only."," When a membership comes in through the data importer, auto-renew is off, no renewal date is set, and no redeemable credits are granted. No card is ever charged. This is deliberate — resuming somebody else's mid-cycle billing on a card you've just imported is not something software should do quietly. Re-collect payment details and restart billing yourself when you're ready.",[146,403,405],{"id":404},"reporting","Reporting",[169,407,408,414,420,426,432],{},[172,409,410,413],{},[142,411,412],{},"Membership KPIs"," — active members, churn, growth",[172,415,416,419],{},[142,417,418],{},"Membership revenue"," — recurring revenue by plan",[172,421,422,425],{},[142,423,424],{},"Memberships expiring"," — who's about to lapse",[172,427,428,431],{},[142,429,430],{},"Memberships list"," — every member and their state",[172,433,434,437,438,441],{},[142,435,436],{},"Liabilities"," and ",[142,439,440],{},"Deferred revenue"," — unredeemed value you still owe",{"title":443,"searchDepth":23,"depth":23,"links":444},"",[445,449,450,451,452,453,454,455],{"id":148,"depth":23,"text":149,"children":446},[447,448],{"id":156,"depth":33,"text":157},{"id":197,"depth":33,"text":198},{"id":208,"depth":23,"text":209},{"id":312,"depth":23,"text":313},{"id":342,"depth":23,"text":343},{"id":356,"depth":23,"text":357},{"id":374,"depth":23,"text":375},{"id":381,"depth":23,"text":382},{"id":404,"depth":23,"text":405},"Build a recurring plan, choose between service credits and an account balance, and understand how billing, pausing and cancellation behave.",false,"md","i-lucide-repeat",[461,462,463,464,465],"set up memberships","create a membership plan","sell a membership","membership billing and renewal","pause or cancel a membership",{},true,"\u002Fhelp\u002Fretail\u002Fmemberships",[470,471,472],"\u002Fhelp\u002Fretail\u002Fpackages","\u002Fhelp\u002Fcheckout\u002Ftake-a-payment","\u002Fhelp\u002Fsettings\u002Fimport-your-data",{"title":131,"description":456},"help\u002Fretail\u002Fmemberships","2026-07-26","Wx2b4bQVnEV0-KhiFxIjSwgqzBKbNm1lK9jctLLpg5E",{"id":478,"title":479,"audience":8,"body":480,"category":54,"description":692,"draft":457,"extension":458,"icon":693,"keywords":694,"meta":695,"navigation":467,"order":114,"path":470,"related":696,"seo":697,"stem":698,"updatedAt":475,"__hash__":699},"help\u002Fhelp\u002Fretail\u002Fpackages.md","Packages",{"type":133,"value":481,"toc":676},[482,485,490,500,504,549,552,554,557,561,568,574,578,581,584,590,594,597,601,660,662],[136,483,484],{},"A package is a prepaid bundle of sessions. The client pays once and redeems one at a time — a 5-pack of facials, a course of laser, a microneedling series.",[136,486,487],{},[142,488,489],{},"Retail → Packages",[136,491,492,493,495,496,499],{},"The page has two tabs: ",[142,494,479],{}," (the templates you sell) and ",[142,497,498],{},"Holders"," (the clients who currently hold one).",[146,501,503],{"id":502},"create-a-package","Create a package",[505,506,507,511,514,518,521,525,528,532,538,542],"steps",{},[154,508,510],{"id":509},"name-and-describe-it","Name and describe it",[136,512,513],{},"The description is your pitch — savings, schedule, gift idea. It appears where the package is offered.",[154,515,517],{"id":516},"set-sessions-and-price","Set sessions and price",[136,519,520],{},"Enter the number of sessions and the total price. Owneli shows the implied per-session price, which is the number that does the selling.",[154,522,524],{"id":523},"set-an-expiry","Set an expiry",[136,526,527],{},"Days from purchase. Leave it blank for no expiry.",[154,529,531],{"id":530},"restrict-which-services-it-covers","Restrict which services it covers",[136,533,534,537],{},[142,535,536],{},"Eligible services"," limits redemption to a specific set. Leave it empty and the package can be redeemed against any service you offer.",[154,539,541],{"id":540},"optionally-make-it-a-course","Optionally make it a course",[136,543,544,545,548],{},"A ",[142,546,547],{},"multi-session course"," tracks progress and prompts the client to book each next session. Set the number of weeks between sessions — that drives the next-session due date and the rebooking nudge.",[136,550,551],{},"You can also give a package its own calendar colour, so a redeemed session is visually distinct on the grid.",[146,553,375],{"id":374},[136,555,556],{},"Add the package to a cart at checkout, like any other item. It's also sellable from the public storefront if published.",[146,558,560],{"id":559},"redeeming-a-session","Redeeming a session",[136,562,563,564,567],{},"When a package holder is checked out for an eligible service, ",[142,565,566],{},"Package"," appears as a tender. Choosing it covers that service line and decrements one session.",[569,570,571],"note",{},[136,572,573],{},"A package covers the bill, not the gratuity. A tip on a package-redeemed visit is settled by a following card or cash tender, so the client can still tip.",[146,575,577],{"id":576},"refunds-and-packages","Refunds and packages",[136,579,580],{},"Refunding a sale that consumed a package session returns the session to the client. On a full refund of the package purchase itself, the whole entitlement is reversed.",[146,582,498],{"id":583},"holders",[136,585,586,587,589],{},"The ",[142,588,498],{}," tab lists every client with a live package: how many sessions remain, when it expires, and where they are in a course. It's the list to work when you want to chase people who bought and haven't come back.",[146,591,593],{"id":592},"archiving-and-pausing","Archiving and pausing",[136,595,596],{},"Paused packages don't appear in the checkout picker. Archiving does the same and takes them off your sale surfaces — existing holders keep what they bought either way.",[146,598,600],{"id":599},"packages-versus-memberships","Packages versus memberships",[211,602,603,614],{},[214,604,605],{},[217,606,607,609,611],{},[220,608],{},[220,610,566],{},[220,612,613],{},"Membership",[227,615,616,627,638,649],{},[217,617,618,621,624],{},[232,619,620],{},"Payment",[232,622,623],{},"Once, upfront",[232,625,626],{},"Recurring",[217,628,629,632,635],{},[232,630,631],{},"What it grants",[232,633,634],{},"A fixed number of sessions",[232,636,637],{},"Sessions or wallet funds each period, plus perks",[217,639,640,643,646],{},[232,641,642],{},"Runs out",[232,644,645],{},"When sessions are used or it expires",[232,647,648],{},"When it's cancelled or the term ends",[217,650,651,654,657],{},[232,652,653],{},"Best for",[232,655,656],{},"A defined course of treatment",[232,658,659],{},"Ongoing retention and predictable revenue",[146,661,405],{"id":404},[169,663,664,670],{},[172,665,666,669],{},[142,667,668],{},"Growth → Reports → Packages"," — sold, redeemed, and outstanding",[172,671,672,675],{},[142,673,674],{},"Growth → Reports → Liabilities"," — the value of sessions sold and not yet delivered",{"title":443,"searchDepth":23,"depth":23,"links":677},[678,685,686,687,688,689,690,691],{"id":502,"depth":23,"text":503,"children":679},[680,681,682,683,684],{"id":509,"depth":33,"text":510},{"id":516,"depth":33,"text":517},{"id":523,"depth":33,"text":524},{"id":530,"depth":33,"text":531},{"id":540,"depth":33,"text":541},{"id":374,"depth":23,"text":375},{"id":559,"depth":23,"text":560},{"id":576,"depth":23,"text":577},{"id":583,"depth":23,"text":498},{"id":592,"depth":23,"text":593},{"id":599,"depth":23,"text":600},{"id":404,"depth":23,"text":405},"Sell prepaid session bundles, track who holds what, and redeem a session at checkout.","i-lucide-package",[],{},[468,471],{"title":479,"description":692},"help\u002Fretail\u002Fpackages","WDB6eDoN-Nrb0mJvIxN4CdTnIcOUqpvLbvRDgLxPHnE",{"id":701,"title":702,"audience":8,"body":703,"category":54,"description":944,"draft":457,"extension":458,"icon":51,"keywords":945,"meta":952,"navigation":467,"order":953,"path":954,"related":955,"seo":956,"stem":957,"updatedAt":958,"__hash__":959},"help\u002Fhelp\u002Fretail\u002Fgift-cards.md","Gift cards",{"type":133,"value":704,"toc":933},[705,710,713,717,761,765,776,783,786,790,793,806,810,817,820,824,878,881,885,894,898,901,904,908,911,913],[136,706,707],{},[142,708,709],{},"Retail → Gift cards",[136,711,712],{},"Cards sold at checkout appear here automatically. Issuing one directly from this page is for comps and goodwill — the apology card, the influencer gift, the staff perk.",[146,714,716],{"id":715},"the-three-numbers-at-the-top","The three numbers at the top",[211,718,719,729],{},[214,720,721],{},[217,722,723,726],{},[220,724,725],{},"Tile",[220,727,728],{},"What it means",[227,730,731,741,751],{},[217,732,733,738],{},[232,734,735],{},[142,736,737],{},"Outstanding",[232,739,740],{},"Total balance on active cards. This is a liability — money you've been paid for work you still owe.",[217,742,743,748],{},[232,744,745],{},[142,746,747],{},"Active cards",[232,749,750],{},"How many cards can currently be redeemed.",[217,752,753,758],{},[232,754,755],{},[142,756,757],{},"Redeemed total",[232,759,760],{},"All-time gift card spend.",[146,762,764],{"id":763},"issue-a-card","Issue a card",[136,766,767,768,771,772,775],{},"Click ",[142,769,770],{},"Issue card",", then pick an amount — a preset ($25 to $250) or a custom figure — and optionally a recipient name, email, and gift message, plus which locations the card is valid at. If you supply a recipient email, the card is delivered to them, and you can ",[142,773,774],{},"Resend to recipient"," from the list later.",[136,777,778,779,782],{},"Designs — Birthday, Thank You, Congrats, Holiday, Minimal, Spa — are chosen when a card is ",[142,780,781],{},"sold",", at checkout or on your online store, not when you issue one from this page.",[136,784,785],{},"Each card gets a unique code. Codes are shown in a monospaced style everywhere, because people read them aloud and type them in.",[146,787,789],{"id":788},"sell-one-at-checkout","Sell one at checkout",[136,791,792],{},"Add a gift card to the cart like any other item. The client pays, and the card is issued.",[569,794,795],{},[136,796,797,798,801,802,805],{},"A cart that ",[142,799,800],{},"sells"," a gift card can't be ",[142,803,804],{},"paid with"," a gift card. Redeeming one card to buy another moves balance around with no audit trail, so that tender is removed from the list for those sales.",[146,807,809],{"id":808},"redeem-a-card","Redeem a card",[136,811,812,813,816],{},"At checkout, choose ",[142,814,815],{},"Gift card"," and enter the code. The balance is applied up to whatever is owed.",[136,818,819],{},"If the card doesn't cover the whole sale, the remainder stays on the sale and you collect it with another tender — the screen tells you exactly how much was applied and how much is left.",[146,821,823],{"id":822},"card-states","Card states",[211,825,826,836],{},[214,827,828],{},[217,829,830,833],{},[220,831,832],{},"State",[220,834,835],{},"Meaning",[227,837,838,848,858,868],{},[217,839,840,845],{},[232,841,842],{},[142,843,844],{},"Active",[232,846,847],{},"Has a balance and can be redeemed",[217,849,850,855],{},[232,851,852],{},[142,853,854],{},"Depleted",[232,856,857],{},"Spent down to zero",[217,859,860,865],{},[232,861,862],{},[142,863,864],{},"Expired",[232,866,867],{},"Passed its expiry date",[217,869,870,875],{},[232,871,872],{},[142,873,874],{},"Voided",[232,876,877],{},"Cancelled by an admin",[136,879,880],{},"The card detail panel shows a full ledger — issued, redeemed, refunded, adjusted — so you can always answer \"where did this balance go?\"",[146,882,884],{"id":883},"voiding-a-card","Voiding a card",[394,886,887],{},[136,888,889,890,893],{},"Voiding clears the remaining balance and stops the card being redeemed. ",[142,891,892],{},"It can't be undone."," Use it for a card issued in error or one you have good reason to believe is compromised — not as a way to tidy up old balances.",[146,895,897],{"id":896},"expiry","Expiry",[136,899,900],{},"Cards can carry an expiry date or none. The card's detail panel shows the exact date and flags a card that has expired or is about to.",[136,902,903],{},"Gift-card expiry is regulated in many places, and the rules vary by jurisdiction. Setting expiry dates is a decision for your business and its advisers, not a default Owneli picks for you.",[146,905,907],{"id":906},"checking-a-balance","Checking a balance",[136,909,910],{},"Clients can check a card's balance from their own link without signing in. Card holders with a portal account also see their cards on the portal wallet.",[146,912,405],{"id":404},[169,914,915,921,927],{},[172,916,917,920],{},[142,918,919],{},"Growth → Reports → Gift card liability"," — outstanding balance over time, the number your accountant will ask for",[172,922,923,926],{},[142,924,925],{},"Growth → Reports → Gift cards"," — issued, redeemed, and expired",[172,928,929,932],{},[142,930,931],{},"Growth → Reports → Liability activity"," — movement in and out of the liability",{"title":443,"searchDepth":23,"depth":23,"links":934},[935,936,937,938,939,940,941,942,943],{"id":715,"depth":23,"text":716},{"id":763,"depth":23,"text":764},{"id":788,"depth":23,"text":789},{"id":808,"depth":23,"text":809},{"id":822,"depth":23,"text":823},{"id":883,"depth":23,"text":884},{"id":896,"depth":23,"text":897},{"id":906,"depth":23,"text":907},{"id":404,"depth":23,"text":405},"Issue a card, redeem it at checkout, and keep an eye on outstanding balance — which is money you owe.",[946,947,948,949,950,951],"set up gift cards","issue a gift card","sell a gift card","redeem a gift card at checkout","void a gift card","gift card codes",{},30,"\u002Fhelp\u002Fretail\u002Fgift-cards",[471,470],{"title":702,"description":944},"help\u002Fretail\u002Fgift-cards","2026-09-01","WTjbxu6jyC4-LUh3lODS8-nMZHbB8qavZEFl5jvlH_I",{"id":961,"title":962,"audience":8,"body":963,"category":54,"description":1335,"draft":457,"extension":458,"icon":1336,"keywords":1337,"meta":1338,"navigation":467,"order":1339,"path":1340,"related":1341,"seo":1343,"stem":1344,"updatedAt":475,"__hash__":1345},"help\u002Fhelp\u002Fretail\u002Fproducts-and-stock.md","Products and stock",{"type":133,"value":964,"toc":1313},[965,970,973,977,1059,1063,1069,1073,1126,1130,1138,1151,1155,1160,1163,1223,1231,1235,1241,1244,1271,1276,1279,1283,1286,1288],[136,966,967],{},[142,968,969],{},"Retail → Products",[136,971,972],{},"Products are everything physical you sell — retail skincare, take-home kits, add-on items at the till.",[146,974,976],{"id":975},"add-a-product","Add a product",[505,978,979,983,990,994,997,1001,1004,1008,1018,1022,1032,1038,1042,1052],{},[154,980,982],{"id":981},"identity","Identity",[136,984,985,986,989],{},"Name, ",[142,987,988],{},"SKU",", category, and a short description. The description is shown on the retail catalog and in the cart, so write it for a client, not for yourself.",[154,991,993],{"id":992},"barcode","Barcode",[136,995,996],{},"An EAN or UPC, scanned at the register. Worth entering for anything you sell in volume — scanning is much faster and much less error-prone than searching.",[154,998,1000],{"id":999},"image","Image",[136,1002,1003],{},"PNG, JPEG, WebP or GIF, up to 5MB. It appears next to the product everywhere the product appears.",[154,1005,1007],{"id":1006},"pricing","Pricing",[136,1009,1010,1013,1014,1017],{},[142,1011,1012],{},"Sell price"," is what the client pays. ",[142,1015,1016],{},"Cost"," is what you paid, used for margin reporting — the product card shows the resulting margin percentage once both are set.",[154,1019,1021],{"id":1020},"inventory","Inventory",[136,1023,1024,1027,1028,1031],{},[142,1025,1026],{},"On hand"," is your current quantity. ",[142,1029,1030],{},"Leave it blank to skip tracking entirely"," — useful for consumables you don't want to count.",[136,1033,1034,1037],{},[142,1035,1036],{},"Low-stock alert at"," triggers a low-stock notice when the quantity drops to that number.",[154,1039,1041],{"id":1040},"reordering","Reordering",[136,1043,1044,1047,1048,1051],{},[142,1045,1046],{},"Reorder point"," — when on-hand drops to this, the product appears on the reorder list.\n",[142,1049,1050],{},"Reorder quantity"," — how many to order when it does.",[136,1053,1054,1055,1058],{},"Set a ",[142,1056,1057],{},"preferred vendor"," so a purchase order can be drafted for it automatically.",[146,1060,1062],{"id":1061},"variants","Variants",[136,1064,1065,1066,1068],{},"A product with sizes or shades gets ",[142,1067,1061],{}," — 50 ml and 100 ml, or three shades of the same tint. Each variant is stocked and sold separately, and can carry its own price and cost or inherit the parent's.",[146,1070,1072],{"id":1071},"reading-stock-on-the-product-list","Reading stock on the product list",[211,1074,1075,1084],{},[214,1076,1077],{},[217,1078,1079,1082],{},[220,1080,1081],{},"Badge",[220,1083,835],{},[227,1085,1086,1096,1106,1116],{},[217,1087,1088,1093],{},[232,1089,1090],{},[142,1091,1092],{},"Not tracked",[232,1094,1095],{},"On hand was left blank",[217,1097,1098,1103],{},[232,1099,1100],{},[142,1101,1102],{},"N on hand",[232,1104,1105],{},"Normal",[217,1107,1108,1113],{},[232,1109,1110],{},[142,1111,1112],{},"Low · N left",[232,1114,1115],{},"At or below the low-stock alert level",[217,1117,1118,1123],{},[232,1119,1120],{},[142,1121,1122],{},"Out of stock",[232,1124,1125],{},"Zero",[146,1127,1129],{"id":1128},"selling-a-product","Selling a product",[136,1131,1132,1133,1137],{},"Products go into the cart at checkout like anything else — see ",[1134,1135,1136],"a",{"href":471},"Take a payment",". Selling a tracked product decrements its on-hand quantity for the location the sale happened at.",[569,1139,1140],{},[136,1141,1142,1143,1146,1147,1150],{},"On a ",[142,1144,1145],{},"full"," refund you can tick ",[142,1148,1149],{},"Restock items"," to return the stock. Partial refunds always keep the stock where it is.",[146,1152,1154],{"id":1153},"stock-counts","Stock counts",[136,1156,1157],{},[142,1158,1159],{},"Retail → Products → Stock counts",[136,1161,1162],{},"A stock count reconciles what's physically on the shelf against what Owneli thinks you have.",[505,1164,1165,1169,1175,1179,1190,1209,1213,1216,1220],{},[154,1166,1168],{"id":1167},"start-a-count","Start a count",[136,1170,1171,1174],{},[142,1172,1173],{},"New count",", scoped to a location.",[154,1176,1178],{"id":1177},"enter-what-you-actually-counted","Enter what you actually counted",[136,1180,1181,1182,1185,1186,1189],{},"Each row shows the ",[142,1183,1184],{},"expected"," quantity and a field for the ",[142,1187,1188],{},"counted"," one. The variance is calculated as you go.",[136,1191,1192,1193,1196,1197,1200,1201,1204,1205,1208],{},"Tabs let you work the list efficiently: ",[142,1194,1195],{},"Uncounted"," (still to do), ",[142,1198,1199],{},"Variance"," (doesn't match), ",[142,1202,1203],{},"Matched"," (does), and ",[142,1206,1207],{},"All",".",[154,1210,1212],{"id":1211},"save-as-you-go","Save as you go",[136,1214,1215],{},"A count in progress can be left and resumed.",[154,1217,1219],{"id":1218},"complete-the-count","Complete the count",[136,1221,1222],{},"Completing applies an adjustment for every variance and tells you how many were applied.",[305,1224,1225],{},[136,1226,1227,1228,1230],{},"Completing a count writes real adjustments into the stock ledger. Check the ",[142,1229,1199],{}," tab before you complete — a mistyped count becomes a stock adjustment you then have to correct with another count.",[146,1232,1234],{"id":1233},"transfers-between-locations","Transfers between locations",[136,1236,1237,1240],{},[142,1238,1239],{},"Retail → Products → Transfers"," — only available with more than one location.",[136,1242,1243],{},"A transfer moves stock from a source location to a destination. It has three stages:",[1245,1246,1247,1253,1262],"ol",{},[172,1248,1249,1252],{},[142,1250,1251],{},"Draft"," — created, nothing has moved",[172,1254,1255,1258,1259],{},[142,1256,1257],{},"Sent"," — stock is deducted from the ",[142,1260,1261],{},"source",[172,1263,1264,1267,1268],{},[142,1265,1266],{},"Received"," — stock is added at the ",[142,1269,1270],{},"destination",[569,1272,1273],{},[136,1274,1275],{},"Drafts are paperwork. Counts only change when stock is actually sent and then received — which is what makes stock in transit visible rather than vanished.",[136,1277,1278],{},"Cancelling a transfer keeps it in history but moves no stock.",[146,1280,1282],{"id":1281},"bundles","Bundles",[136,1284,1285],{},"A bundle groups several products into a discounted set — a \"Morning Glow Routine\" of three items at one price. The editor shows what the components would cost bought separately, so the saving is obvious to you and to the client.",[146,1287,405],{"id":404},[169,1289,1290,1296,1302,1308],{},[172,1291,1292,1295],{},[142,1293,1294],{},"Stock on hand"," — current quantities",[172,1297,1298,1301],{},[142,1299,1300],{},"Stock log"," — every movement, with its cause",[172,1303,1304,1307],{},[142,1305,1306],{},"COGS"," — cost of goods sold",[172,1309,1310,1312],{},[142,1311,1021],{}," — the overall picture",{"title":443,"searchDepth":23,"depth":23,"links":1314},[1315,1323,1324,1325,1326,1332,1333,1334],{"id":975,"depth":23,"text":976,"children":1316},[1317,1318,1319,1320,1321,1322],{"id":981,"depth":33,"text":982},{"id":992,"depth":33,"text":993},{"id":999,"depth":33,"text":1000},{"id":1006,"depth":33,"text":1007},{"id":1020,"depth":33,"text":1021},{"id":1040,"depth":33,"text":1041},{"id":1061,"depth":23,"text":1062},{"id":1071,"depth":23,"text":1072},{"id":1128,"depth":23,"text":1129},{"id":1153,"depth":23,"text":1154,"children":1327},[1328,1329,1330,1331],{"id":1167,"depth":33,"text":1168},{"id":1177,"depth":33,"text":1178},{"id":1211,"depth":33,"text":1212},{"id":1218,"depth":33,"text":1219},{"id":1233,"depth":23,"text":1234},{"id":1281,"depth":23,"text":1282},{"id":404,"depth":23,"text":405},"Set up the retail catalog, track on-hand quantities per location, run a stock count, and move stock between sites.","i-lucide-shopping-bag",[],{},40,"\u002Fhelp\u002Fretail\u002Fproducts-and-stock",[1342,471],"\u002Fhelp\u002Fretail\u002Fpurchase-orders-and-vendors",{"title":962,"description":1335},"help\u002Fretail\u002Fproducts-and-stock","ovus6g5Bdu4xX5ViAZPt9JlA_GbM5Ogup6sfLGbOiio",{"id":1347,"title":1348,"audience":8,"body":1349,"category":54,"description":1627,"draft":457,"extension":458,"icon":1628,"keywords":1629,"meta":1630,"navigation":467,"order":1631,"path":1342,"related":1632,"seo":1634,"stem":1635,"updatedAt":475,"__hash__":1636},"help\u002Fhelp\u002Fretail\u002Fpurchase-orders-and-vendors.md","Reordering, purchase orders, and vendors",{"type":133,"value":1350,"toc":1609},[1351,1355,1360,1363,1370,1375,1379,1384,1391,1401,1405,1408,1413,1417,1422,1426,1486,1489,1493,1528,1539,1543,1549,1556,1562,1567,1571,1574,1578,1581,1583],[146,1352,1354],{"id":1353},"vendors","Vendors",[136,1356,1357],{},[142,1358,1359],{},"Retail → Vendors",[136,1361,1362],{},"A vendor is who you order from. Each one anchors its own purchase orders, so add your suppliers before you try to raise a PO.",[136,1364,1365,1366,1369],{},"Record the contact name, email, phone, website, ",[142,1367,1368],{},"payment terms"," (Net 30, and so on) and any internal notes.",[569,1371,1372],{},[136,1373,1374],{},"Archiving a vendor removes it from the new-PO picker. Existing purchase orders keep their history — you're closing the supplier to new orders, not erasing what you bought from them.",[146,1376,1378],{"id":1377},"reorder-this-week","Reorder this week",[136,1380,1381],{},[142,1382,1383],{},"Retail → Reorder",[136,1385,1386,1387,1390],{},"This is the list to work every week. It shows products that have dropped to or below their ",[142,1388,1389],{},"reorder point",", grouped by preferred vendor, with a suggested quantity and an approximate total per vendor.",[136,1392,1393,1394,1396,1397,1400],{},"A product only appears here if it has both a ",[142,1395,1389],{}," and a ",[142,1398,1399],{},"reorder quantity"," set on it. If your reorder list is suspiciously empty, that's usually why rather than because everything is in stock.",[154,1402,1404],{"id":1403},"drafting-a-po-from-the-list","Drafting a PO from the list",[136,1406,1407],{},"Pick a vendor group and draft a purchase order straight from it — the lines and quantities come across pre-filled. Review and send.",[305,1409,1410],{},[136,1411,1412],{},"Products without a preferred vendor can't be auto-drafted. The list tells you which ones and asks you to assign a vendor first.",[146,1414,1416],{"id":1415},"purchase-orders","Purchase orders",[136,1418,1419],{},[142,1420,1421],{},"Retail → Purchase orders",[154,1423,1425],{"id":1424},"statuses","Statuses",[211,1427,1428,1437],{},[214,1429,1430],{},[217,1431,1432,1435],{},[220,1433,1434],{},"Status",[220,1436,835],{},[227,1438,1439,1448,1457,1467,1476],{},[217,1440,1441,1445],{},[232,1442,1443],{},[142,1444,1251],{},[232,1446,1447],{},"Being built. Nothing has been ordered.",[217,1449,1450,1454],{},[232,1451,1452],{},[142,1453,1257],{},[232,1455,1456],{},"Issued to the vendor. The order is locked.",[217,1458,1459,1464],{},[232,1460,1461],{},[142,1462,1463],{},"Partial",[232,1465,1466],{},"Some units received, some still outstanding",[217,1468,1469,1473],{},[232,1470,1471],{},[142,1472,1266],{},[232,1474,1475],{},"Everything ordered has arrived",[217,1477,1478,1483],{},[232,1479,1480],{},[142,1481,1482],{},"Cancelled",[232,1484,1485],{},"Closed with nothing further to receive",[136,1487,1488],{},"Each order shows a units-received-of-total figure, plus the dates it was created, expected, sent and received.",[154,1490,1492],{"id":1491},"raise-a-po","Raise a PO",[505,1494,1495,1499,1503,1510,1514,1524],{},[154,1496,1498],{"id":1497},"pick-the-vendor-and-expected-date","Pick the vendor and expected date",[154,1500,1502],{"id":1501},"add-lines","Add lines",[136,1504,1505,1506,1509],{},"Each line is a product — with a variant where the product has them — a quantity, and a unit price. You can also add a ",[142,1507,1508],{},"free-form item"," for something that isn't in your product catalog: a display stand, a shipping charge, a one-off.",[154,1511,1513],{"id":1512},"add-totals","Add totals",[136,1515,1516,1517,437,1520,1523],{},"Subtotal is calculated from the lines. Add ",[142,1518,1519],{},"tax",[142,1521,1522],{},"shipping"," to reach the order total.",[154,1525,1527],{"id":1526},"save-as-draft-or-save-and-send","Save as draft, or save and send",[305,1529,1530,1536],{},[136,1531,1532,1535],{},[142,1533,1534],{},"The order is locked once sent."," The confirmation names the vendor, the reference, and the amount before you commit. After sending, only the expected date and notes can be edited.",[136,1537,1538],{},"An order containing a free-form line is more restricted still — only the expected date and notes are editable even in draft.",[154,1540,1542],{"id":1541},"receiving-stock","Receiving stock",[136,1544,1545,1546,1208],{},"When the delivery arrives, open the PO and choose ",[142,1547,1548],{},"Receive items",[136,1550,1551,1552,1555],{},"Each line shows what was ordered, what has already been received, and what's outstanding. Enter what actually arrived. ",[142,1553,1554],{},"Fill remainder"," completes a line in one click when the whole outstanding quantity turned up.",[136,1557,1558,1559,1561],{},"Recording a receipt increases the on-hand quantity for those products. Receive partially and the PO sits at ",[142,1560,1463],{}," until the rest arrives.",[569,1563,1564],{},[136,1565,1566],{},"Receive what physically arrived, not what the invoice says. The PO tracks the gap between the two, which is exactly the conversation you want to have with the supplier.",[154,1568,1570],{"id":1569},"cancelling","Cancelling",[136,1572,1573],{},"A cancelled PO stays in history, but nothing further can be received against it.",[146,1575,1577],{"id":1576},"low-stock-alerts","Low-stock alerts",[136,1579,1580],{},"Products at or below their low-stock threshold generate an alert, so the reorder list isn't the only thing standing between you and running out.",[146,1582,405],{"id":404},[169,1584,1585,1591,1597,1603],{},[172,1586,1587,1590],{},[142,1588,1589],{},"Growth → Reports → Purchase orders"," — what's on order and what's landed",[172,1592,1593,1596],{},[142,1594,1595],{},"Growth → Reports → Stock on hand"," — current quantities by location",[172,1598,1599,1602],{},[142,1600,1601],{},"Growth → Reports → Stock log"," — every movement and its cause",[172,1604,1605,1608],{},[142,1606,1607],{},"Growth → Reports → COGS"," — cost of goods sold against revenue",{"title":443,"searchDepth":23,"depth":23,"links":1610},[1611,1612,1615,1625,1626],{"id":1353,"depth":23,"text":1354},{"id":1377,"depth":23,"text":1378,"children":1613},[1614],{"id":1403,"depth":33,"text":1404},{"id":1415,"depth":23,"text":1416,"children":1616},[1617,1618,1619,1620,1621,1622,1623,1624],{"id":1424,"depth":33,"text":1425},{"id":1491,"depth":33,"text":1492},{"id":1497,"depth":33,"text":1498},{"id":1501,"depth":33,"text":1502},{"id":1512,"depth":33,"text":1513},{"id":1526,"depth":33,"text":1527},{"id":1541,"depth":33,"text":1542},{"id":1569,"depth":33,"text":1570},{"id":1576,"depth":23,"text":1577},{"id":404,"depth":23,"text":405},"Work the reorder list, raise a PO, receive stock partially or in full, and keep supplier records straight.","i-lucide-clipboard-list",[],{},50,[1340,1633],"\u002Fhelp\u002Fgrowth\u002Ffind-and-read-a-report",{"title":1348,"description":1627},"help\u002Fretail\u002Fpurchase-orders-and-vendors","jWcREuBWZeFdSrt_ZMBrR_doeB0T5dDUsfZz5ESBHVM",{"id":1638,"title":1639,"audience":8,"body":1640,"category":54,"description":1813,"draft":457,"extension":458,"icon":31,"keywords":1814,"meta":1821,"navigation":467,"order":1822,"path":1823,"related":1824,"seo":1826,"stem":1827,"updatedAt":1828,"__hash__":1829},"help\u002Fhelp\u002Fretail\u002Ffix-a-failed-membership-payment.md","Fix a failed membership payment",{"type":133,"value":1641,"toc":1799},[1642,1652,1656,1710,1713,1718,1722,1760,1765,1769,1774,1778,1782,1785,1789,1792,1796],[136,1643,1644,1645,1648,1649,1651],{},"When a membership's automatic renewal charge fails, the membership moves to ",[142,1646,1647],{},"Past due"," and Owneli retries the card on a smart schedule — about four attempts over seven days — emailing the client after each failure. If every attempt fails, the membership lapses to ",[142,1650,864],{},". You have that week to fix the card or take payment another way.",[146,1653,1655],{"id":1654},"what-happens-when-the-charge-fails","What happens when the charge fails?",[211,1657,1658,1668],{},[214,1659,1660],{},[217,1661,1662,1665],{},[220,1663,1664],{},"Stage",[220,1666,1667],{},"What happens",[227,1669,1670,1681,1689,1700],{},[217,1671,1672,1675],{},[232,1673,1674],{},"Attempt 1 fails",[232,1676,1677,1678,1680],{},"Status → ",[142,1679,1647],{},". The client gets a payment-failed email with a link to their portal wallet, telling them how many attempts remain",[217,1682,1683,1686],{},[232,1684,1685],{},"Retries",[232,1687,1688],{},"The card is retried after roughly 1, 3, and 7 days",[217,1690,1691,1694],{},[232,1692,1693],{},"A retry succeeds",[232,1695,1696,1697,1699],{},"The membership returns to ",[142,1698,844],{},", the period rolls forward, credits or wallet funds are granted as normal",[217,1701,1702,1705],{},[232,1703,1704],{},"All attempts fail",[232,1706,1677,1707,1709],{},[142,1708,864],{},", and the client gets a lapsed email",[136,1711,1712],{},"While past due, the member's benefits are already inert past the period boundary — an expired period doesn't keep covering services.",[305,1714,1715],{},[136,1716,1717],{},"Nothing pauses the clock while you investigate. If the card can't be fixed within the retry window, the membership will lapse on its own — collect payment or renew manually before that happens.",[146,1719,1721],{"id":1720},"how-to-recover-it","How to recover it",[505,1723,1724,1728,1734,1738,1745,1749],{},[154,1725,1727],{"id":1726},"find-the-membership","Find the membership",[136,1729,1730,1731,1208],{},"Open the client's profile and their membership panel. A past-due membership shows the billing error and the ",[142,1732,1733],{},"next retry date",[154,1735,1737],{"id":1736},"get-a-working-card-on-file","Get a working card on file",[136,1739,1740,1741,1208],{},"The fastest fix is the client updating their own card — the dunning email already points them to their portal. You can also send them the secure card-capture link; staff never type card numbers. See the card-on-file guidance in ",[1134,1742,1744],{"href":1743},"\u002Fhelp\u002Fcheckout\u002Fdeposits-and-cancellation-fees","deposits and cancellation fees",[154,1746,1748],{"id":1747},"or-renew-manually-and-take-payment-yourself","Or renew manually and take payment yourself",[136,1750,1751,1752,1755,1756,1759],{},"Staff with POS access can ",[142,1753,1754],{},"renew"," the membership from its panel: the period rolls forward, credits or wallet funds are granted, and the past-due state clears. The manual renew does ",[142,1757,1758],{},"not"," auto-charge a card — ring the plan price as a normal sale so the money is actually collected.",[394,1761,1762],{},[136,1763,1764],{},"Manual renewal grants the period's benefits immediately and clears the billing failure. If you renew manually, take the payment at the same time — otherwise you've given away a period for free.",[146,1766,1768],{"id":1767},"after-it-has-lapsed","After it has lapsed",[136,1770,1771,1772,1208],{},"An expired membership stops billing entirely. Renewing it from the panel starts it again; a cancelled membership can't be renewed — assign a new plan instead. Banked credits may stay redeemable for a window after cancellation, depending on the plan's settings — see ",[1134,1773,131],{"href":468},[146,1775,1777],{"id":1776},"common-questions","Common questions",[154,1779,1781],{"id":1780},"why-did-a-member-get-charged-days-after-their-renewal-date","Why did a member get charged days after their renewal date?",[136,1783,1784],{},"That's the retry schedule working: a failed renewal is retried at ~1, 3, and 7 days. The successful retry is the renewal charge, just late.",[154,1786,1788],{"id":1787},"does-pausing-a-past-due-membership-stop-the-retries","Does pausing a past-due membership stop the retries?",[136,1790,1791],{},"A past-due membership can still be paused (for example when approving a pause request), which takes it out of active billing. Fix the card before it resumes. ",[154,1793,1795],{"id":1794},"the-client-says-they-never-got-a-warning","The client says they never got a warning",[136,1797,1798],{},"Dunning emails go to the email on the client record. Check the client has an email address and that the messages aren't in spam — a client with no email gets no dunning notices at all.",{"title":443,"searchDepth":23,"depth":23,"links":1800},[1801,1802,1807,1808],{"id":1654,"depth":23,"text":1655},{"id":1720,"depth":23,"text":1721,"children":1803},[1804,1805,1806],{"id":1726,"depth":33,"text":1727},{"id":1736,"depth":33,"text":1737},{"id":1747,"depth":33,"text":1748},{"id":1767,"depth":23,"text":1768},{"id":1776,"depth":23,"text":1777,"children":1809},[1810,1811,1812],{"id":1780,"depth":33,"text":1781},{"id":1787,"depth":33,"text":1788},{"id":1794,"depth":33,"text":1795},"What happens when a membership card charge fails — the retry schedule, dunning emails, past due status, and how to recover before it lapses.",[1815,1816,1817,1818,1819,1820],"membership payment failed","membership past due","failed card charge membership","membership dunning","membership expired after failed payment","retry membership billing",{},55,"\u002Fhelp\u002Fretail\u002Ffix-a-failed-membership-payment",[468,1825,471],"\u002Fhelp\u002Fretail\u002Fapprove-a-membership-pause-request",{"title":1639,"description":1813},"help\u002Fretail\u002Ffix-a-failed-membership-payment","2026-08-14","XNctqn66aWLkfkr4JCTiDFjO-CnnJ00-DJiGxdOCAj0",{"id":1831,"title":1832,"audience":8,"body":1833,"category":54,"description":1963,"draft":457,"extension":458,"icon":1964,"keywords":1965,"meta":1971,"navigation":467,"order":1972,"path":1825,"related":1973,"seo":1974,"stem":1975,"updatedAt":1828,"__hash__":1976},"help\u002Fhelp\u002Fretail\u002Fapprove-a-membership-pause-request.md","Approve a membership pause request",{"type":133,"value":1834,"toc":1949},[1835,1842,1845,1849,1894,1898,1913,1924,1926,1930,1933,1937,1940,1944],[136,1836,1837,1838,1841],{},"When a plan allows pausing, members can request a freeze from their client portal. Requests land in the ",[142,1839,1840],{},"Pause requests"," queue — a badge on the memberships page shows how many are waiting. Approve to freeze the membership for a number of days (it resumes automatically), or deny to leave it untouched. Either way the client is notified by email and in their portal.",[136,1843,1844],{},"Deciding requests needs POS management access.",[146,1846,1848],{"id":1847},"how-do-i-approve-or-deny-a-pause-request","How do I approve or deny a pause request?",[505,1850,1851,1855,1861,1865,1868,1872,1887,1891],{},[154,1852,1854],{"id":1853},"open-the-queue","Open the queue",[136,1856,1857,1858,1860],{},"From ",[142,1859,144],{},", follow the pending pause-requests count. Pending requests list the client, plan, days requested, their reason, and how much of the plan's pause allowance they've already used.",[154,1862,1864],{"id":1863},"check-the-allowance","Check the allowance",[136,1866,1867],{},"Each plan caps total paused days. The request shows days used against the cap — you can grant fewer days than requested, but never more than the allowance has left.",[154,1869,1871],{"id":1870},"approve-or-deny","Approve or deny",[136,1873,1874,1875,1878,1879,1882,1883,1886],{},"Adjust the ",[142,1876,1877],{},"days to grant"," if needed, then click ",[142,1880,1881],{},"Approve"," — or ",[142,1884,1885],{},"Deny"," to reject. Approving freezes the membership immediately and sets an automatic resume date that many days out.",[154,1888,1890],{"id":1889},"the-client-is-told","The client is told",[136,1892,1893],{},"An email and a portal message confirm the decision, including the resume date on an approval.",[146,1895,1897],{"id":1896},"what-a-pause-actually-does","What a pause actually does",[169,1899,1900,1907,1910],{},[172,1901,1902,1903,1906],{},"The membership status becomes ",[142,1904,1905],{},"Paused"," and billing stops for the frozen days.",[172,1908,1909],{},"The days granted are banked against the plan's lifetime pause allowance, and the pause counts toward the plan's maximum number of pauses.",[172,1911,1912],{},"On the resume date, the membership resumes automatically — no one has to remember.",[305,1914,1915],{},[136,1916,1917,1918,1921,1922,1208],{},"A membership that is ",[142,1919,1920],{},"past due"," can still be paused through an approval, but pausing doesn't fix the failed card. Sort the payment out before it resumes — see ",[1134,1923,1639],{"href":1823},[146,1925,1777],{"id":1776},[154,1927,1929],{"id":1928},"can-i-approve-part-of-a-request","Can I approve part of a request?",[136,1931,1932],{},"Yes — edit the days before approving. Granting 14 days against a 30-day request is a normal outcome; the client sees the actual resume date.",[154,1934,1936],{"id":1935},"what-if-the-request-exceeds-the-plans-allowance","What if the request exceeds the plan's allowance?",[136,1938,1939],{},"Approval is blocked past the remaining allowance. Grant what's left, or deny with the explanation.",[154,1941,1943],{"id":1942},"where-do-pause-rules-come-from","Where do pause rules come from?",[136,1945,1946,1947,1208],{},"The plan itself: maximum pauses, maximum paused days, and whether pausing is offered at all are set when you build the plan — see ",[1134,1948,131],{"href":468},{"title":443,"searchDepth":23,"depth":23,"links":1950},[1951,1957,1958],{"id":1847,"depth":23,"text":1848,"children":1952},[1953,1954,1955,1956],{"id":1853,"depth":33,"text":1854},{"id":1863,"depth":33,"text":1864},{"id":1870,"depth":33,"text":1871},{"id":1889,"depth":33,"text":1890},{"id":1896,"depth":23,"text":1897},{"id":1776,"depth":23,"text":1777,"children":1959},[1960,1961,1962],{"id":1928,"depth":33,"text":1929},{"id":1935,"depth":33,"text":1936},{"id":1942,"depth":33,"text":1943},"Review client requests to freeze a membership — check the plan's pause allowance, grant the days, and let auto-resume handle the rest.","i-lucide-pause-circle",[1966,1967,1968,1969,1970],"membership pause request","freeze membership","approve membership freeze","client wants to pause membership","pause allowance days",{},60,[468,1823],{"title":1832,"description":1963},"help\u002Fretail\u002Fapprove-a-membership-pause-request","oU8feL9bM200HtRJqgtG_zutbh4ufaUb9YqN-O-vdQ4",{"id":1978,"title":1979,"audience":8,"body":1980,"category":54,"description":2153,"draft":457,"extension":458,"icon":1628,"keywords":2154,"meta":2161,"navigation":467,"order":2162,"path":2163,"related":2164,"seo":2167,"stem":2168,"updatedAt":1828,"__hash__":2169},"help\u002Fhelp\u002Fretail\u002Frun-a-stock-count.md","Run a stock count",{"type":133,"value":1981,"toc":2139},[1982,1985,1988,1992,2051,2055,2098,2107,2110,2112,2116,2119,2123,2126,2130],[136,1983,1984],{},"A stock count checks the shelf against the system. Start a count, type what you physically find for each product, and complete it — Owneli applies every variance as a stock adjustment in a single transaction and logs it in the stock movement journal. Counts are per-location.",[136,1986,1987],{},"You need stock management access.",[146,1989,1991],{"id":1990},"how-do-i-do-a-stocktake","How do I do a stocktake?",[505,1993,1994,1996,2016,2020,2035,2037,2043,2045],{},[154,1995,1168],{"id":1167},[136,1997,1998,1999,2002,2003,2005,2006,2009,2010,2012,2013,2015],{},"Go to ",[142,2000,2001],{},"Products"," and open ",[142,2004,1154],{}," (",[179,2007,2008],{},"\u002Finventory\u002Fcounts","), then click ",[142,2011,1173],{},". The count opens against your active location with a line for every stock-tracked product and its ",[142,2014,1184],{}," quantity.",[154,2017,2019],{"id":2018},"count-and-enter","Count and enter",[136,2021,2022,2023,2025,2026,2028,2029,2028,2031,2028,2033,1208],{},"Walk the shelf and enter the ",[142,2024,1188],{}," quantity per line. The variance column updates live — green for surplus, red for shortfall. Use the filter tabs to focus: ",[142,2027,1207],{},", ",[142,2030,1195],{},[142,2032,1199],{},[142,2034,1203],{},[154,2036,1212],{"id":1211},[136,2038,2039,2042],{},[142,2040,2041],{},"Save"," stores your progress without changing any stock. A count can stay open across a break or a shift change.",[154,2044,1219],{"id":1218},[136,2046,767,2047,2050],{},[142,2048,2049],{},"Complete",". Every counted line's variance is applied to stock at once, journalled with the reason \"count\". If anything fails mid-apply, nothing is applied and the count stays open — you never end up half-adjusted.",[146,2052,2054],{"id":2053},"what-completing-does-and-doesnt-touch","What completing does — and doesn't — touch",[211,2056,2057,2067],{},[214,2058,2059],{},[217,2060,2061,2064],{},[220,2062,2063],{},"Line state",[220,2065,2066],{},"Effect on stock",[227,2068,2069,2077,2085],{},[217,2070,2071,2074],{},[232,2072,2073],{},"Counted, matches expected",[232,2075,2076],{},"No change",[217,2078,2079,2082],{},[232,2080,2081],{},"Counted, differs",[232,2083,2084],{},"Stock adjusted to the counted figure",[217,2086,2087,2092],{},[232,2088,2089],{},[142,2090,2091],{},"Left uncounted",[232,2093,2094,2097],{},[142,2095,2096],{},"Untouched"," — treated as not part of this count",[2099,2100,2101],"tip",{},[136,2102,2103,2104,2106],{},"Leaving a line blank is safe, and useful: count one category at a time by only filling in the lines you actually checked. Blank never means zero — type ",[179,2105,181],{}," explicitly if the shelf is empty.",[136,2108,2109],{},"Cancelling a count discards it without touching stock.",[146,2111,1777],{"id":1776},[154,2113,2115],{"id":2114},"does-a-count-freeze-sales-while-its-open","Does a count freeze sales while it's open?",[136,2117,2118],{},"No — the till keeps selling. Expected quantities are captured for the count session, so complete promptly; a long-open count on a busy product can apply a stale variance. ",[154,2120,2122],{"id":2121},"who-can-run-a-count","Who can run a count?",[136,2124,2125],{},"Anyone with stock management access. Every applied variance is attributed in the stock log and audit trail.",[154,2127,2129],{"id":2128},"where-do-i-see-the-result-afterwards","Where do I see the result afterwards?",[136,2131,2132,2135,2136,2138],{},[142,2133,2134],{},"Growth → Reports → Stock movement log"," shows each count adjustment; ",[142,2137,1294],{}," shows the corrected position.",{"title":443,"searchDepth":23,"depth":23,"links":2140},[2141,2147,2148],{"id":1990,"depth":23,"text":1991,"children":2142},[2143,2144,2145,2146],{"id":1167,"depth":33,"text":1168},{"id":2018,"depth":33,"text":2019},{"id":1211,"depth":33,"text":1212},{"id":1218,"depth":33,"text":1219},{"id":2053,"depth":23,"text":2054},{"id":1776,"depth":23,"text":1777,"children":2149},[2150,2151,2152],{"id":2114,"depth":33,"text":2115},{"id":2121,"depth":33,"text":2122},{"id":2128,"depth":33,"text":2129},"Count your physical inventory against expected stock, review variances, and apply the corrections in one transaction.",[2155,2156,2157,2158,2159,2160],"stock count","inventory count","stocktake","stock variance","count products on hand","reconcile inventory",{},70,"\u002Fhelp\u002Fretail\u002Frun-a-stock-count",[1340,2165,2166],"\u002Fhelp\u002Fretail\u002Ftransfer-stock-between-locations","\u002Fhelp\u002Fretail\u002Freorder-low-stock",{"title":1979,"description":2153},"help\u002Fretail\u002Frun-a-stock-count","8ms63MuelIE2LAIXCE09jR1mg5HAsRXh3g3H8wumMTo",{"id":2171,"title":2172,"audience":8,"body":2173,"category":54,"description":2341,"draft":457,"extension":458,"icon":2342,"keywords":2343,"meta":2349,"navigation":467,"order":2350,"path":2165,"related":2351,"seo":2353,"stem":2354,"updatedAt":1828,"__hash__":2355},"help\u002Fhelp\u002Fretail\u002Ftransfer-stock-between-locations.md","Transfer stock between locations",{"type":133,"value":2174,"toc":2328},[2175,2182,2185,2189,2234,2238,2287,2295,2298,2300,2304,2307,2311,2314,2318],[136,2176,2177,2178,2181],{},"A stock transfer moves products between two of your locations through three states: ",[142,2179,2180],{},"Draft → Sent → Received",". Draft and sent are paperwork — the actual stock movement happens in one transaction when the transfer is received, so quantities can never be stranded in between.",[136,2183,2184],{},"Transfers need at least two active locations. Viewing needs the transfers permission; creating and moving them needs transfer management.",[146,2186,2188],{"id":2187},"how-do-i-move-stock-to-another-location","How do I move stock to another location?",[505,2190,2191,2195,2214,2218,2224,2228],{},[154,2192,2194],{"id":2193},"create-the-transfer","Create the transfer",[136,2196,2197,2198,2005,2201,2204,2205,437,2208,2211,2212,1208],{},"Open ",[142,2199,2200],{},"Inventory transfers",[179,2202,2203],{},"\u002Finventory\u002Ftransfers",") and click the new-transfer button. Pick the ",[142,2206,2207],{},"from",[142,2209,2210],{},"to"," locations and add product lines with quantities. Only stock-tracked products can be transferred. This saves a ",[142,2213,1251],{},[154,2215,2217],{"id":2216},"send-it","Send it",[136,2219,2220,2221,2223],{},"When the box physically leaves, mark the transfer ",[142,2222,1257],{},". Sending validates that the source location actually has enough of every line and blocks with a per-product shortfall message if not.",[154,2225,2227],{"id":2226},"receive-it-at-the-destination","Receive it at the destination",[136,2229,2230,2231,2233],{},"When the box arrives, the receiving side marks it ",[142,2232,1266],{},". Both locations' stock updates together in a single transaction: the source is debited, the destination is credited.",[146,2235,2237],{"id":2236},"statuses-at-a-glance","Statuses at a glance",[211,2239,2240,2249],{},[214,2241,2242],{},[217,2243,2244,2246],{},[220,2245,1434],{},[220,2247,2248],{},"Stock effect",[227,2250,2251,2260,2269,2278],{},[217,2252,2253,2257],{},[232,2254,2255],{},[142,2256,1251],{},[232,2258,2259],{},"None — editable paperwork",[217,2261,2262,2266],{},[232,2263,2264],{},[142,2265,1257],{},[232,2267,2268],{},"None yet — in transit, quantities validated",[217,2270,2271,2275],{},[232,2272,2273],{},[142,2274,1266],{},[232,2276,2277],{},"Source debited, destination credited, atomically",[217,2279,2280,2284],{},[232,2281,2282],{},[142,2283,1482],{},[232,2285,2286],{},"None — the transfer is closed without moving stock",[305,2288,2289],{},[136,2290,2291,2292,2294],{},"Because stock moves at receive time, selling the goods at the source while a transfer is in transit can make the receive fail — you'll see \"the source location no longer has enough stock to receive this transfer\". Reconcile the source (a ",[1134,2293,2155],{"href":2163}," or adjustment) before receiving.",[136,2296,2297],{},"Location membership matters: you can only move stock to and from locations you belong to, so one site can't quietly credit itself from another.",[146,2299,1777],{"id":1776},[154,2301,2303],{"id":2302},"can-i-edit-a-transfer-after-sending-it","Can I edit a transfer after sending it?",[136,2305,2306],{},"No — send it when the quantities are final. If something changed, cancel and create a corrected transfer.",[154,2308,2310],{"id":2309},"why-cant-i-see-the-new-transfer-button","Why can't I see the New transfer button?",[136,2312,2313],{},"Either you don't hold transfer management permission, or the workspace has fewer than two active locations.",[154,2315,2317],{"id":2316},"how-do-transfers-show-up-in-reporting","How do transfers show up in reporting?",[136,2319,2320,2321,2324,2325,2327],{},"Each received transfer writes paired entries in the stock movement journal, so ",[142,2322,2323],{},"Stock movement log"," and per-location ",[142,2326,1294],{}," both reflect it.",{"title":443,"searchDepth":23,"depth":23,"links":2329},[2330,2335,2336],{"id":2187,"depth":23,"text":2188,"children":2331},[2332,2333,2334],{"id":2193,"depth":33,"text":2194},{"id":2216,"depth":33,"text":2217},{"id":2226,"depth":33,"text":2227},{"id":2236,"depth":23,"text":2237},{"id":1776,"depth":23,"text":1777,"children":2337},[2338,2339,2340],{"id":2302,"depth":33,"text":2303},{"id":2309,"depth":33,"text":2310},{"id":2316,"depth":33,"text":2317},"Move products from one location to another with a draft, send, receive workflow — stock only moves when the transfer is received.","i-lucide-arrow-left-right",[2344,2345,2346,2347,2348],"transfer stock between locations","move inventory to another location","stock transfer","multi location inventory","receive stock transfer",{},80,[1340,2163,2352],"\u002Fhelp\u002Fsettings\u002Fmultiple-locations",{"title":2172,"description":2341},"help\u002Fretail\u002Ftransfer-stock-between-locations","CV1VJFSu2MuTp34FItNpdtxJQH1iGUcQrvK-h0Cm1Uo",{"id":2357,"title":2358,"audience":8,"body":2359,"category":54,"description":2524,"draft":457,"extension":458,"icon":2525,"keywords":2526,"meta":2531,"navigation":467,"order":2532,"path":2166,"related":2533,"seo":2534,"stem":2535,"updatedAt":1828,"__hash__":2536},"help\u002Fhelp\u002Fretail\u002Freorder-low-stock.md","Reorder low stock",{"type":133,"value":2360,"toc":2511},[2361,2375,2378,2382,2433,2436,2440,2472,2485,2487,2491,2494,2498,2501,2505],[136,2362,2363,2364,2367,2368,2370,2371,2374],{},"The reorder screen (",[179,2365,2366],{},"\u002Finventory\u002Freorder",") lists every product at or below its ",[142,2369,1389],{},", grouped by preferred vendor with a suggested quantity and estimated cost. ",[142,2372,2373],{},"Draft PO"," turns a vendor's whole bucket into a draft purchase order in one click.",[136,2376,2377],{},"You need purchasing management access. The screen only shows products that have a reorder point set.",[146,2379,2381],{"id":2380},"how-does-owneli-decide-what-needs-reordering","How does Owneli decide what needs reordering?",[211,2383,2384,2396],{},[214,2385,2386],{},[217,2387,2388,2391,2394],{},[220,2389,2390],{},"Input",[220,2392,2393],{},"Where it's set",[220,2395,225],{},[227,2397,2398,2410,2421],{},[217,2399,2400,2404,2407],{},[232,2401,2402],{},[142,2403,1046],{},[232,2405,2406],{},"On the product",[232,2408,2409],{},"The product appears here when stock is at or below this level",[217,2411,2412,2416,2418],{},[232,2413,2414],{},[142,2415,1050],{},[232,2417,2406],{},[232,2419,2420],{},"The suggested order size; if unset, the suggestion is what's needed to get back above the reorder point",[217,2422,2423,2428,2430],{},[232,2424,2425],{},[142,2426,2427],{},"Preferred vendor",[232,2429,2406],{},[232,2431,2432],{},"Which bucket the product lands in, with the vendor's lead time shown",[136,2434,2435],{},"Stock already on order counts: a product with enough inbound quantity on open purchase orders is not suggested again, so you don't double-order.",[146,2437,2439],{"id":2438},"draft-a-purchase-order-from-suggestions","Draft a purchase order from suggestions",[505,2441,2442,2446,2455,2459,2462,2466],{},[154,2443,2445],{"id":2444},"open-the-reorder-screen","Open the reorder screen",[136,2447,1857,2448,2450,2451,2454],{},[142,2449,2001],{},", open ",[142,2452,2453],{},"Reorder"," — or go straight to the low-stock view when the products list flags items below threshold.",[154,2456,2458],{"id":2457},"review-each-vendors-bucket","Review each vendor's bucket",[136,2460,2461],{},"Each section shows the vendor, item count, lead time, and an estimated total. Per line: current stock against the reorder point, the suggested order quantity, and the estimated line cost.",[154,2463,2465],{"id":2464},"click-draft-po","Click Draft PO",[136,2467,2468,2469,1208],{},"A draft purchase order is created for that vendor with all suggested lines, and you land on it to adjust quantities, then send it — see ",[1134,2470,2471],{"href":1342},"Purchase orders and vendors",[2099,2473,2474],{},[136,2475,2476,2477,2480,2481,2484],{},"Products with no preferred vendor collect in an ",[142,2478,2479],{},"Unassigned"," bucket that can't be turned into a PO. Use ",[142,2482,2483],{},"Assign vendor"," on the line to jump straight into that product's editor, set the vendor, and come back.",[146,2486,1777],{"id":1776},[154,2488,2490],{"id":2489},"why-isnt-a-low-product-showing-here","Why isn't a low product showing here?",[136,2492,2493],{},"Either it has no reorder point set, or its stock plus what's already inbound on an open PO puts it above the threshold.",[154,2495,2497],{"id":2496},"are-the-totals-exact","Are the totals exact?",[136,2499,2500],{},"They're estimates from each product's recorded cost. Lines with no cost show a dash and are excluded from the estimate — the real total is settled on the purchase order.",[154,2502,2504],{"id":2503},"can-it-order-automatically","Can it order automatically?",[136,2506,2507,2508,2510],{},"No. Suggestions become orders only when you click ",[142,2509,2373],{},", and even then the PO is a draft you review before sending.",{"title":443,"searchDepth":23,"depth":23,"links":2512},[2513,2514,2519],{"id":2380,"depth":23,"text":2381},{"id":2438,"depth":23,"text":2439,"children":2515},[2516,2517,2518],{"id":2444,"depth":33,"text":2445},{"id":2457,"depth":33,"text":2458},{"id":2464,"depth":33,"text":2465},{"id":1776,"depth":23,"text":1777,"children":2520},[2521,2522,2523],{"id":2489,"depth":33,"text":2490},{"id":2496,"depth":33,"text":2497},{"id":2503,"depth":33,"text":2504},"See every product at or below its reorder point, grouped by vendor, and draft a purchase order per vendor in one click.","i-lucide-package-plus",[2527,1389,2528,2529,2530],"reorder low stock","low stock suggestions","draft purchase order from low stock","restock products",{},90,[1342,1340,2163],{"title":2358,"description":2524},"help\u002Fretail\u002Freorder-low-stock","6RYG4pzIPWUMOCkU1tDxgshNYcy1kFmgRT9zdwPiqKg",{"id":2538,"title":2539,"audience":8,"body":2540,"category":54,"description":2757,"draft":457,"extension":458,"icon":2758,"keywords":2759,"meta":2766,"navigation":467,"order":2767,"path":2768,"related":2769,"seo":2771,"stem":2772,"updatedAt":1828,"__hash__":2773},"help\u002Fhelp\u002Fretail\u002Fcreate-discounts-and-deals.md","Create discounts and deals",{"type":133,"value":2541,"toc":2741},[2542,2561,2564,2568,2624,2627,2631,2680,2684,2695,2700,2704,2714,2716,2720,2723,2727,2730,2734],[136,2543,2544,2545,2548,2549,2552,2553,2556,2557,2560],{},"Deals live under ",[142,2546,2547],{},"Discounts"," and come in three types: ",[142,2550,2551],{},"promotions"," (a code the cashier or client enters), ",[142,2554,2555],{},"flash sales"," (auto-applied to eligible carts while the sale runs — no code), and ",[142,2558,2559],{},"last-minute offers"," (auto-applied when the appointment starts within your chosen window). Each deal is a percentage or fixed amount off, scoped to the items you choose.",[136,2562,2563],{},"Viewing needs revenue-setup access; creating and editing needs revenue-setup management.",[146,2565,2567],{"id":2566},"which-deal-type-do-i-want","Which deal type do I want?",[211,2569,2570,2583],{},[214,2571,2572],{},[217,2573,2574,2577,2580],{},[220,2575,2576],{},"Type",[220,2578,2579],{},"How it applies",[220,2581,2582],{},"Typical use",[227,2584,2585,2598,2611],{},[217,2586,2587,2592,2595],{},[232,2588,2589],{},[142,2590,2591],{},"Promotion",[232,2593,2594],{},"Someone enters the code at checkout",[232,2596,2597],{},"\"WELCOME10\", partner codes, win-back campaigns",[217,2599,2600,2605,2608],{},[232,2601,2602],{},[142,2603,2604],{},"Flash sale",[232,2606,2607],{},"Automatically, on every eligible cart during its dates",[232,2609,2610],{},"\"20% off retail this weekend\"",[217,2612,2613,2618,2621],{},[232,2614,2615],{},[142,2616,2617],{},"Last-minute offer",[232,2619,2620],{},"Automatically, when the booked appointment starts within N hours",[232,2622,2623],{},"Filling today's empty chairs",[136,2625,2626],{},"Auto-applied deals are code-less by design — the client doesn't need to know anything for the price to drop.",[146,2628,2630],{"id":2629},"create-a-deal","Create a deal",[505,2632,2633,2637,2640,2644,2647,2651,2662,2666],{},[154,2634,2636],{"id":2635},"open-discounts-and-click-add","Open Discounts and click Add",[136,2638,2639],{},"The wizard walks through type, value, scope, and availability.",[154,2641,2643],{"id":2642},"choose-the-value","Choose the value",[136,2645,2646],{},"Percentage off or a fixed amount off. For a last-minute offer, also set the window — how many hours before the start time the deal kicks in.",[154,2648,2650],{"id":2649},"scope-what-it-applies-to","Scope what it applies to",[136,2652,2653,2654,2657,2658,2661],{},"Services, products, and memberships can each be ",[142,2655,2656],{},"all",", a ",[142,2659,2660],{},"selected"," list, or excluded entirely; gift cards are a separate opt-in. Anything outside the scope is simply not discounted.",[154,2663,2665],{"id":2664},"set-the-limits-and-dates","Set the limits and dates",[136,2667,2668,2669,2028,2672,2675,2676,2679],{},"Optional guardrails: a start and end date, a ",[142,2670,2671],{},"total usage limit",[142,2673,2674],{},"one use per client",", and a ",[142,2677,2678],{},"minimum spend",". Then activate the deal.",[146,2681,2683],{"id":2682},"how-deals-behave-at-checkout","How deals behave at checkout",[169,2685,2686,2689,2692],{},[172,2687,2688],{},"A promotion is applied when its code is entered; any ineligibility (expired, limit reached, under minimum spend, out of scope) is reported right there.",[172,2690,2691],{},"Flash sales and in-window last-minute offers are swept automatically at checkout; an ineligible deal is silently skipped rather than blocking the sale.",[172,2693,2694],{},"Every application is recorded, so the deal's page shows total sales, times applied, distinct clients, and total discount given.",[305,2696,2697],{},[136,2698,2699],{},"Membership perks declare individually whether they stack with discount codes. If a member's price looks \"double discounted\" — or a code refuses to apply for a member — check the perk's stacking setting on the plan before assuming the deal is broken.",[146,2701,2703],{"id":2702},"deactivating-duplicating-deleting","Deactivating, duplicating, deleting",[136,2705,2706,2709,2710,2713],{},[142,2707,2708],{},"Deactivate"," stops a deal immediately while keeping its history; you can reactivate later. ",[142,2711,2712],{},"Duplicate"," copies the configuration (without the code) as a starting point for the next campaign. Deleting removes it from the picker and from auto-apply sweeps.",[146,2715,1777],{"id":1776},[154,2717,2719],{"id":2718},"why-didnt-my-flash-sale-apply-to-a-cart","Why didn't my flash sale apply to a cart?",[136,2721,2722],{},"Walk the gates: is the deal active and inside its dates, is the item in scope, is the cart over the minimum spend, has the usage limit been hit, and has this client already used their one allowed use?",[154,2724,2726],{"id":2725},"can-two-deals-apply-to-one-cart","Can two deals apply to one cart?",[136,2728,2729],{},"One cart-level deal applies at a time — the auto-apply sweep stops at the first eligible deal, and a manually entered code takes the slot. ",[154,2731,2733],{"id":2732},"where-do-i-see-what-a-deal-cost-me","Where do I see what a deal cost me?",[136,2735,2736,2737,2740],{},"Open the deal for its own KPIs, or ",[142,2738,2739],{},"Growth → Reports → Discount summary"," for all discounting across the period.",{"title":443,"searchDepth":23,"depth":23,"links":2742},[2743,2744,2750,2751,2752],{"id":2566,"depth":23,"text":2567},{"id":2629,"depth":23,"text":2630,"children":2745},[2746,2747,2748,2749],{"id":2635,"depth":33,"text":2636},{"id":2642,"depth":33,"text":2643},{"id":2649,"depth":33,"text":2650},{"id":2664,"depth":33,"text":2665},{"id":2682,"depth":23,"text":2683},{"id":2702,"depth":23,"text":2703},{"id":1776,"depth":23,"text":1777,"children":2753},[2754,2755,2756],{"id":2718,"depth":33,"text":2719},{"id":2725,"depth":33,"text":2726},{"id":2732,"depth":33,"text":2733},"Build promotion codes, flash sales, and last-minute offers — what auto-applies at checkout, what needs a code, and how to scope and limit each deal.","i-lucide-ticket-percent",[2760,2761,2762,2763,2764,2765],"create discount code","flash sale auto apply","last minute offer","promotion setup","discount not applying at checkout","limit discount uses",{},100,"\u002Fhelp\u002Fretail\u002Fcreate-discounts-and-deals",[471,468,2770],"\u002Fhelp\u002Fsettings\u002Fservices-and-pricing",{"title":2539,"description":2757},"help\u002Fretail\u002Fcreate-discounts-and-deals","xVmHAz4f4aEeuGZl2PeNVO5BFl-4Yw4xFw77iefTGjY",{"id":2775,"title":2776,"audience":8,"body":2777,"category":54,"description":2965,"draft":457,"extension":458,"icon":2966,"keywords":2967,"meta":2973,"navigation":467,"order":2974,"path":2975,"related":2976,"seo":2978,"stem":2979,"updatedAt":1828,"__hash__":2980},"help\u002Fhelp\u002Fretail\u002Fgift-card-liability-and-expiry.md","Gift card liability and expiry",{"type":133,"value":2778,"toc":2955},[2779,2782,2786,2797,2835,2842,2846,2904,2912,2914,2920,2925,2927,2931,2937,2941,2944,2948],[136,2780,2781],{},"Every unredeemed gift-card dollar is money your business owes a customer. Selling a card isn't revenue yet — it becomes revenue when the card is redeemed against a service or product. Owneli tracks this in dedicated liability reports so the outstanding balance is always visible, not a surprise at year end.",[146,2783,2785],{"id":2784},"why-isnt-a-gift-card-sale-just-revenue","Why isn't a gift card sale just revenue?",[136,2787,2788,2789,2792,2793,2796],{},"Because the customer hasn't received anything yet. The cash is in your till, but you owe them the service. Accountants call this ",[142,2790,2791],{},"deferred revenue"," or a ",[142,2794,2795],{},"liability",":",[211,2798,2799,2809],{},[214,2800,2801],{},[217,2802,2803,2806],{},[220,2804,2805],{},"Event",[220,2807,2808],{},"Effect on your books",[227,2810,2811,2819,2827],{},[217,2812,2813,2816],{},[232,2814,2815],{},"Card sold",[232,2817,2818],{},"Cash in, liability up — not revenue",[217,2820,2821,2824],{},[232,2822,2823],{},"Card redeemed",[232,2825,2826],{},"Liability down, revenue recognised",[217,2828,2829,2832],{},[232,2830,2831],{},"Card expires unredeemed",[232,2833,2834],{},"Liability may be released (\"breakage\") — a decision for your accountant, and regulated in many places",[136,2836,2837,2838,1208],{},"This is the same model Owneli applies to packages and prepaid memberships — see ",[1134,2839,2841],{"href":2840},"\u002Fhelp\u002Fgrowth\u002Funderstand-the-finance-reports","Understand the finance reports",[146,2843,2845],{"id":2844},"the-reports-that-track-it","The reports that track it",[211,2847,2848,2862],{},[214,2849,2850],{},[217,2851,2852,2859],{},[220,2853,2854,2855,2858],{},"Report (in ",[142,2856,2857],{},"Growth → Reports",")",[220,2860,2861],{},"Question it answers",[227,2863,2864,2874,2884,2894],{},[217,2865,2866,2871],{},[232,2867,2868],{},[142,2869,2870],{},"Gift-card liability ledger",[232,2872,2873],{},"Issued vs redeemed value and the outstanding redeemable balance, including the expired portion",[217,2875,2876,2881],{},[232,2877,2878],{},[142,2879,2880],{},"Liability summary",[232,2882,2883],{},"Everything you owe customers right now — gift cards plus remaining package sessions",[217,2885,2886,2891],{},[232,2887,2888],{},[142,2889,2890],{},"Liability activity",[232,2892,2893],{},"Every transaction that moved a liability bucket in the period: sold, redeemed",[217,2895,2896,2901],{},[232,2897,2898],{},[142,2899,2900],{},"Deferred revenue & MRR",[232,2902,2903],{},"The liability position alongside recurring revenue",[2099,2905,2906],{},[136,2907,2908,2909,2911],{},"Reconcile monthly: outstanding balance this month = last month's balance + issued − redeemed (± expiry adjustments). If the ledger and your accounts drift, the ",[142,2910,2890],{}," report shows exactly which transactions moved the number.",[146,2913,897],{"id":896},[136,2915,2916,2917,2919],{},"Cards can be issued with or without an expiry date; the gift-cards list flags cards expiring soon, and an expired card shows the ",[142,2918,864],{}," status and can no longer be redeemed. The value left on expired cards is reported separately in the liability ledger.",[305,2921,2922],{},[136,2923,2924],{},"Gift-card expiry is regulated — many jurisdictions restrict or prohibit it, and some require unclaimed value to be remitted to the state. Whether to set expiry dates, and what to do with expired balances, is a decision for your business and its advisers. Owneli records the facts; it doesn't make the accounting election for you.",[146,2926,1777],{"id":1776},[154,2928,2930],{"id":2929},"can-i-write-off-old-dormant-card-balances","Can I write off old, dormant card balances?",[136,2932,2933,2934,2936],{},"Not unilaterally — dormant value is still a legal liability in most places until expiry (where permitted) or escheatment rules apply. Take the ",[142,2935,2870],{}," to your accountant.",[154,2938,2940],{"id":2939},"a-card-expired-but-the-client-wants-to-use-it-can-i-honour-it","A card expired but the client wants to use it — can I honour it?",[136,2942,2943],{},"An expired card can't be redeemed as-is. If you choose to honour it, issue a fresh card or apply a manual discount for the amount, so the ledger stays truthful. ",[154,2945,2947],{"id":2946},"do-gift-cards-pay-commission-when-sold","Do gift cards pay commission when sold?",[136,2949,2950,2951,1208],{},"Selling a gift card can carry commission if a rule covers gift-card sales; redemptions don't pay commission. See ",[1134,2952,2954],{"href":2953},"\u002Fhelp\u002Fteam\u002Fcommission-and-compensation","Commission and compensation",{"title":443,"searchDepth":23,"depth":23,"links":2956},[2957,2958,2959,2960],{"id":2784,"depth":23,"text":2785},{"id":2844,"depth":23,"text":2845},{"id":896,"depth":23,"text":897},{"id":1776,"depth":23,"text":1777,"children":2961},[2962,2963,2964],{"id":2929,"depth":33,"text":2930},{"id":2939,"depth":33,"text":2940},{"id":2946,"depth":33,"text":2947},"Understand outstanding gift-card balances as money you owe, track them in the liability reports, and decide how to handle expiry.","i-lucide-scale",[2968,2969,2970,2971,2972],"gift card liability","outstanding gift card balance","gift card expiry rules","unredeemed gift cards report","gift card breakage",{},110,"\u002Fhelp\u002Fretail\u002Fgift-card-liability-and-expiry",[954,2840,2977],"\u002Fhelp\u002Fgrowth\u002Fwhich-report-answers-my-question",{"title":2776,"description":2965},"help\u002Fretail\u002Fgift-card-liability-and-expiry","fkgX7ghGlRSAFwM8fFcgV4UJc9MrPsSCQy1mWXj9f5U",[],1790210904306]