[{"data":1,"prerenderedAt":1208},["ShallowReactive",2],{"help:\u002Fhelp\u002Fretail\u002Fcreate-discounts-and-deals":3,"help-all-categories":269,"help-cat-articles:\u002Fhelp\u002Fretail\u002Fcreate-discounts-and-deals":389,"help-related:\u002Fhelp\u002Fretail\u002Fcreate-discounts-and-deals":390},{"id":4,"title":5,"audience":6,"body":7,"category":245,"description":246,"draft":247,"extension":248,"icon":249,"keywords":250,"meta":257,"navigation":258,"order":259,"path":260,"related":261,"seo":265,"stem":266,"updatedAt":267,"__hash__":268},"help\u002Fhelp\u002Fretail\u002Fcreate-discounts-and-deals.md","Create discounts and deals","clinic",{"type":8,"value":9,"toc":226},"minimark",[10,31,34,39,101,104,108,160,164,177,183,187,197,201,205,208,212,215,219],[11,12,13,14,18,19,22,23,26,27,30],"p",{},"Deals live under ",[15,16,17],"strong",{},"Discounts"," and come in three types: ",[15,20,21],{},"promotions"," (a code the cashier or client enters), ",[15,24,25],{},"flash sales"," (auto-applied to eligible carts while the sale runs — no code), and ",[15,28,29],{},"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.",[11,32,33],{},"Viewing needs revenue-setup access; creating and editing needs revenue-setup management.",[35,36,38],"h2",{"id":37},"which-deal-type-do-i-want","Which deal type do I want?",[40,41,42,58],"table",{},[43,44,45],"thead",{},[46,47,48,52,55],"tr",{},[49,50,51],"th",{},"Type",[49,53,54],{},"How it applies",[49,56,57],{},"Typical use",[59,60,61,75,88],"tbody",{},[46,62,63,69,72],{},[64,65,66],"td",{},[15,67,68],{},"Promotion",[64,70,71],{},"Someone enters the code at checkout",[64,73,74],{},"\"WELCOME10\", partner codes, win-back campaigns",[46,76,77,82,85],{},[64,78,79],{},[15,80,81],{},"Flash sale",[64,83,84],{},"Automatically, on every eligible cart during its dates",[64,86,87],{},"\"20% off retail this weekend\"",[46,89,90,95,98],{},[64,91,92],{},[15,93,94],{},"Last-minute offer",[64,96,97],{},"Automatically, when the booked appointment starts within N hours",[64,99,100],{},"Filling today's empty chairs",[11,102,103],{},"Auto-applied deals are code-less by design — the client doesn't need to know anything for the price to drop.",[35,105,107],{"id":106},"create-a-deal","Create a deal",[109,110,111,116,119,123,126,130,141,145],"steps",{},[112,113,115],"h3",{"id":114},"open-discounts-and-click-add","Open Discounts and click Add",[11,117,118],{},"The wizard walks through type, value, scope, and availability.",[112,120,122],{"id":121},"choose-the-value","Choose the value",[11,124,125],{},"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.",[112,127,129],{"id":128},"scope-what-it-applies-to","Scope what it applies to",[11,131,132,133,136,137,140],{},"Services, products, and memberships can each be ",[15,134,135],{},"all",", a ",[15,138,139],{},"selected"," list, or excluded entirely; gift cards are a separate opt-in. Anything outside the scope is simply not discounted.",[112,142,144],{"id":143},"set-the-limits-and-dates","Set the limits and dates",[11,146,147,148,151,152,155,156,159],{},"Optional guardrails: a start and end date, a ",[15,149,150],{},"total usage limit",", ",[15,153,154],{},"one use per client",", and a ",[15,157,158],{},"minimum spend",". Then activate the deal.",[35,161,163],{"id":162},"how-deals-behave-at-checkout","How deals behave at checkout",[165,166,167,171,174],"ul",{},[168,169,170],"li",{},"A promotion is applied when its code is entered; any ineligibility (expired, limit reached, under minimum spend, out of scope) is reported right there.",[168,172,173],{},"Flash sales and in-window last-minute offers are swept automatically at checkout; an ineligible deal is silently skipped rather than blocking the sale.",[168,175,176],{},"Every application is recorded, so the deal's page shows total sales, times applied, distinct clients, and total discount given.",[178,179,180],"warning",{},[11,181,182],{},"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.",[35,184,186],{"id":185},"deactivating-duplicating-deleting","Deactivating, duplicating, deleting",[11,188,189,192,193,196],{},[15,190,191],{},"Deactivate"," stops a deal immediately while keeping its history; you can reactivate later. ",[15,194,195],{},"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.",[35,198,200],{"id":199},"common-questions","Common questions",[112,202,204],{"id":203},"why-didnt-my-flash-sale-apply-to-a-cart","Why didn't my flash sale apply to a cart?",[11,206,207],{},"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?",[112,209,211],{"id":210},"can-two-deals-apply-to-one-cart","Can two deals apply to one cart?",[11,213,214],{},"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. ",[112,216,218],{"id":217},"where-do-i-see-what-a-deal-cost-me","Where do I see what a deal cost me?",[11,220,221,222,225],{},"Open the deal for its own KPIs, or ",[15,223,224],{},"Growth → Reports → Discount summary"," for all discounting across the period.",{"title":227,"searchDepth":228,"depth":228,"links":229},"",2,[230,231,238,239,240],{"id":37,"depth":228,"text":38},{"id":106,"depth":228,"text":107,"children":232},[233,235,236,237],{"id":114,"depth":234,"text":115},3,{"id":121,"depth":234,"text":122},{"id":128,"depth":234,"text":129},{"id":143,"depth":234,"text":144},{"id":162,"depth":228,"text":163},{"id":185,"depth":228,"text":186},{"id":199,"depth":228,"text":200,"children":241},[242,243,244],{"id":203,"depth":234,"text":204},{"id":210,"depth":234,"text":211},{"id":217,"depth":234,"text":218},"retail","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.",false,"md","i-lucide-ticket-percent",[251,252,253,254,255,256],"create discount code","flash sale auto apply","last minute offer","promotion setup","discount not applying at checkout","limit discount uses",{},true,100,"\u002Fhelp\u002Fretail\u002Fcreate-discounts-and-deals",[262,263,264],"\u002Fhelp\u002Fcheckout\u002Ftake-a-payment","\u002Fhelp\u002Fretail\u002Fmemberships","\u002Fhelp\u002Fsettings\u002Fservices-and-pricing",{"title":5,"description":246},"help\u002Fretail\u002Fcreate-discounts-and-deals","2026-08-14","xVmHAz4f4aEeuGZl2PeNVO5BFl-4Yw4xFw77iefTGjY",[270,281,290,299,309,318,328,338,348,358,368,379],{"id":271,"title":272,"audience":6,"description":273,"extension":274,"icon":275,"meta":276,"order":277,"slug":278,"stem":279,"__hash__":280},"helpCategories\u002Fhelp\u002Fcategories\u002Fgetting-started.yml","Getting started","Set up your workspace, learn the layout, and run your first day.","yml","i-lucide-compass",{},1,"getting-started","help\u002Fcategories\u002Fgetting-started","lTnfg_2tKvxQ9QanJ9XY3shoBHrJNWNfnxhcYaaKKPI",{"id":282,"title":283,"audience":6,"description":284,"extension":274,"icon":285,"meta":286,"order":228,"slug":287,"stem":288,"__hash__":289},"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":291,"title":292,"audience":6,"description":293,"extension":274,"icon":294,"meta":295,"order":234,"slug":296,"stem":297,"__hash__":298},"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":300,"title":301,"audience":6,"description":302,"extension":274,"icon":303,"meta":304,"order":305,"slug":306,"stem":307,"__hash__":308},"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":310,"title":311,"audience":6,"description":312,"extension":274,"icon":313,"meta":314,"order":315,"slug":245,"stem":316,"__hash__":317},"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,"help\u002Fcategories\u002Fretail","wVVr_rc_P9p2RZWwy0XKsNB9fQ7XtQxxIz4qnixkGkg",{"id":319,"title":320,"audience":6,"description":321,"extension":274,"icon":322,"meta":323,"order":324,"slug":325,"stem":326,"__hash__":327},"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":329,"title":330,"audience":6,"description":331,"extension":274,"icon":332,"meta":333,"order":334,"slug":335,"stem":336,"__hash__":337},"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":339,"title":340,"audience":6,"description":341,"extension":274,"icon":342,"meta":343,"order":344,"slug":345,"stem":346,"__hash__":347},"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":349,"title":350,"audience":6,"description":351,"extension":274,"icon":352,"meta":353,"order":354,"slug":355,"stem":356,"__hash__":357},"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":359,"title":360,"audience":6,"description":361,"extension":274,"icon":362,"meta":363,"order":364,"slug":365,"stem":366,"__hash__":367},"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":369,"title":370,"audience":371,"description":372,"extension":274,"icon":373,"meta":374,"order":375,"slug":376,"stem":377,"__hash__":378},"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":380,"title":381,"audience":371,"description":382,"extension":274,"icon":383,"meta":384,"order":385,"slug":386,"stem":387,"__hash__":388},"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",[],[391,679,1006],{"id":392,"title":393,"audience":6,"body":394,"category":296,"description":667,"draft":247,"extension":248,"icon":668,"keywords":669,"meta":670,"navigation":258,"order":364,"path":262,"related":671,"seo":675,"stem":676,"updatedAt":677,"__hash__":678},"help\u002Fhelp\u002Fcheckout\u002Ftake-a-payment.md","Take a payment",{"type":8,"value":395,"toc":657},[396,403,407,410,421,431,435,438,441,444,464,469,473,476,580,594,598,601,604,607,610,616,619,623,626,630,640,644,647],[11,397,398,399,402],{},"Everything you sell — services, retail products, memberships, packages, gift cards — goes through one cart. Checkout runs in three steps: ",[15,400,401],{},"Cart → Tip → Payment",".",[35,404,406],{"id":405},"start-a-sale","Start a sale",[11,408,409],{},"Two ways in:",[165,411,412,418],{},[168,413,414,417],{},[15,415,416],{},"POS → Sell",", then start a new sale. Use this for a walk-in buying product, or a gift card.",[168,419,420],{},"From a completed appointment — open the appointment and check out. The services, provider and client come across already attached, which is what you want almost every time.",[11,422,423,424,427,428,402],{},"An open sale can be left and picked up later: ",[15,425,426],{},"Save as draft"," parks it, and you resume it from ",[15,429,430],{},"POS",[35,432,434],{"id":433},"build-the-cart","Build the cart",[11,436,437],{},"Add lines from the item picker: services, products, memberships, packages, gift cards. Quantities, taxes and any per-service tax override are calculated as you add.",[11,439,440],{},"Attach a client if one isn't already attached. You can complete a walk-in sale without a client, but you lose loyalty points, package and membership redemption, receipts by email, and the sale's place in that person's history.",[11,442,443],{},"From the sale menu you can also:",[165,445,446,452,458],{},[168,447,448,451],{},[15,449,450],{},"Add cart discount"," — a fixed amount, a percentage, or a configured deal code. Discounts apply to their scoped subtotal and the total updates immediately.",[168,453,454,457],{},[15,455,456],{},"Add service charge"," — an auto-gratuity or surcharge line, if your business uses them.",[168,459,460,463],{},[15,461,462],{},"Add a sale note"," — internal, kept with the sale.",[178,465,466],{},[11,467,468],{},"If a service on the cart requires a signed clinical form and it isn't signed, checkout is blocked. Send and complete the form first — the message names which one.",[35,470,472],{"id":471},"choose-a-tender","Choose a tender",[11,474,475],{},"Only the tenders that can actually settle this sale are offered:",[40,477,478,488],{},[43,479,480],{},[46,481,482,485],{},[49,483,484],{},"Tender",[49,486,487],{},"What it is",[59,489,490,500,510,520,530,540,550,560,570],{},[46,491,492,497],{},[64,493,494],{},[15,495,496],{},"Card on file",[64,498,499],{},"Charge the client's saved card. Leads the list when there is one, because it's the fastest.",[46,501,502,507],{},[64,503,504],{},[15,505,506],{},"External terminal",[64,508,509],{},"The client tapped or inserted on your standalone card machine. Record it here with an optional last-4 and terminal reference so the sale ties to the terminal receipt.",[46,511,512,517],{},[64,513,514],{},[15,515,516],{},"Cash",[64,518,519],{},"Enter what they handed over; change due is calculated for you.",[46,521,522,527],{},[64,523,524],{},[15,525,526],{},"Check",[64,528,529],{},"Recorded like cash.",[46,531,532,537],{},[64,533,534],{},[15,535,536],{},"Gift card",[64,538,539],{},"Enter the code. The card's balance is applied, capped at the balance.",[46,541,542,547],{},[64,543,544],{},[15,545,546],{},"Membership balance",[64,548,549],{},"Spend down an account-balance membership's wallet.",[46,551,552,557],{},[64,553,554],{},[15,555,556],{},"Package",[64,558,559],{},"Redeem a prepaid session against an eligible service line.",[46,561,562,567],{},[64,563,564],{},[15,565,566],{},"Membership",[64,568,569],{},"Redeem an included session from a service-credit membership.",[46,571,572,577],{},[64,573,574],{},[15,575,576],{},"Self checkout",[64,578,579],{},"Text or email a secure link — the client enters their own card on your branded page.",[581,582,583],"note",{},[11,584,585,586,589,590,593],{},"A cart that ",[15,587,588],{},"sells"," a gift card can't be ",[15,591,592],{},"paid with"," a gift card. Redeeming one card to buy another moves balance with no audit trail, so that tender is removed from the list.",[35,595,597],{"id":596},"splitting-across-tenders","Splitting across tenders",[11,599,600],{},"If a tender doesn't cover the balance, the remainder stays on the sale and you pick the next method. Repeat until it's settled.",[11,602,603],{},"Quick presets offer the full balance, a half, and a third; rounding lands on the first tender so you never end on a stray cent.",[11,605,606],{},"Package, membership and membership-balance are credit tenders — they cover the bill, not the gratuity. A tip on those sales is settled by a following card or cash tender, so a client can still tip on a fully-redeemed visit.",[35,608,576],{"id":609},"self-checkout",[11,611,612,613,615],{},"Choose ",[15,614,576],{},", enter their mobile or email, and send. They open the link, enter their card on your branded page, and the sale closes itself here — you never see or type their card number. The screen updates on its own; there's nothing to refresh.",[11,617,618],{},"Needs a client attached, a balance to collect, and a connected payment processor.",[35,620,622],{"id":621},"card-surcharges","Card surcharges",[11,624,625],{},"If your business passes card processing costs on, the surcharge is shown before you charge, not after. For a card on file, Owneli knows whether it's credit or debit and only surcharges where your rules say so. For an external terminal the funding type is unknown, so the surcharge is applied by default and you can waive it for a debit card.",[35,627,629],{"id":628},"when-the-client-cant-pay-today","When the client can't pay today",[11,631,632,635,636,639],{},[15,633,634],{},"Save as unpaid"," completes the sale and leaves the balance owing. The sale shows as ",[15,637,638],{},"Completed · balance due",", and you collect the balance later from the same sale.",[35,641,643],{"id":642},"close-out","Close out",[11,645,646],{},"Confirm the payment. The receipt is ready to view, email, or resend, and a rebooking prompt appears so you can put the next visit in the diary before they leave.",[648,649,650],"tip",{},[11,651,652,653,656],{},"Cancelling a sale voids the cart and its lines. It does ",[15,654,655],{},"not"," touch the appointment — you can start a fresh checkout for the same visit afterwards.",{"title":227,"searchDepth":228,"depth":228,"links":658},[659,660,661,662,663,664,665,666],{"id":405,"depth":228,"text":406},{"id":433,"depth":228,"text":434},{"id":471,"depth":228,"text":472},{"id":596,"depth":228,"text":597},{"id":609,"depth":228,"text":576},{"id":621,"depth":228,"text":622},{"id":628,"depth":228,"text":629},{"id":642,"depth":228,"text":643},"Build a cart, apply a discount, pick a tender, split across several — and what to do when the client can't pay today.","i-lucide-receipt",[],{},[672,673,674],"\u002Fhelp\u002Fcheckout\u002Ftips","\u002Fhelp\u002Fcheckout\u002Frefunds-and-the-cash-drawer","\u002Fhelp\u002Fretail\u002Fgift-cards",{"title":393,"description":667},"help\u002Fcheckout\u002Ftake-a-payment","2026-07-26","bRjO-9Pm_e54NESUrnbW45Q_fIOb94VnzOKzG6EkvIU",{"id":680,"title":681,"audience":6,"body":682,"category":245,"description":991,"draft":247,"extension":248,"icon":992,"keywords":993,"meta":999,"navigation":258,"order":364,"path":263,"related":1000,"seo":1003,"stem":1004,"updatedAt":677,"__hash__":1005},"help\u002Fhelp\u002Fretail\u002Fmemberships.md","Memberships",{"type":8,"value":683,"toc":978},[684,687,692,696,699,703,710,713,738,742,749,753,841,846,850,853,873,876,880,883,890,894,908,912,915,919,926,929,938,942],[11,685,686],{},"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.",[11,688,689],{},[15,690,691],{},"Retail → Memberships",[35,693,695],{"id":694},"the-two-plan-types","The two plan types",[11,697,698],{},"Choose one when you create the plan. It changes what the member actually receives each period.",[112,700,702],{"id":701},"service-credits","Service credits",[11,704,705,706,709],{},"The member gets a number of ",[15,707,708],{},"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.",[11,711,712],{},"Options that matter here:",[165,714,715,726,732],{},[168,716,717,720,721,725],{},[15,718,719],{},"Roll over unused sessions"," — how many unused sessions per service carry into the next period. ",[722,723,724],"code",{},"0"," means use it or lose it.",[168,727,728,731],{},[15,729,730],{},"Banked credits expire after"," — rolled-over credits lapse this many months after they were granted. Leave empty for never.",[168,733,734,737],{},[15,735,736],{},"Keep credits usable after cancellation"," — after a cancellation, banked credits stay redeemable for this many days.",[112,739,741],{"id":740},"account-balance","Account balance",[11,743,744,745,748],{},"The member gets ",[15,746,747],{},"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.",[35,750,752],{"id":751},"billing-and-term","Billing and term",[40,754,755,765],{},[43,756,757],{},[46,758,759,762],{},[49,760,761],{},"Setting",[49,763,764],{},"What it does",[59,766,767,778,788,798,808,821,831],{},[46,768,769,775],{},[64,770,771,774],{},[15,772,773],{},"Price"," and interval",[64,776,777],{},"Monthly, quarterly, or annual",[46,779,780,785],{},[64,781,782],{},[15,783,784],{},"Auto-renew",[64,786,787],{},"New members default to renewing automatically",[46,789,790,795],{},[64,791,792],{},[15,793,794],{},"Open-ended",[64,796,797],{},"Renews each period until the member cancels",[46,799,800,805],{},[64,801,802],{},[15,803,804],{},"Fixed-term",[64,806,807],{},"Runs for a set number of billing cycles, then ends",[46,809,810,815],{},[64,811,812],{},[15,813,814],{},"Minimum cycles before cancel",[64,816,817,818,820],{},"Members must stay this many cycles. ",[722,819,724],{}," = cancel anytime",[46,822,823,828],{},[64,824,825],{},[15,826,827],{},"Early-exit fee",[64,829,830],{},"Charged if they cancel before the commitment ends. Leave it empty to block early cancellation entirely",[46,832,833,838],{},[64,834,835],{},[15,836,837],{},"Stop after N renewals",[64,839,840],{},"Auto-billing stops after this many renewals. Empty = unlimited",[178,842,843],{},[11,844,845],{},"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.",[35,847,849],{"id":848},"pausing","Pausing",[11,851,852],{},"If you allow it, members can request a pause from their client portal. You control:",[165,854,855,861,867],{},[168,856,857,860],{},[15,858,859],{},"Max pauses"," — per membership, lifetime",[168,862,863,866],{},[15,864,865],{},"Max paused days"," — the total time a membership can sit paused",[168,868,869,872],{},[15,870,871],{},"Freeze fee"," — charged once to the card on file each time it's paused. Leave empty for free freezes",[11,874,875],{},"Pause requests land in your queue for approval — you'll see a count on the memberships page.",[35,877,879],{"id":878},"perks","Perks",[11,881,882],{},"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.",[11,884,885,886,889],{},"Each perk declares whether it ",[15,887,888],{},"stacks with discount codes"," or not, so a member using a promo code doesn't accidentally compound two discounts you never intended to combine.",[35,891,893],{"id":892},"sharing-and-gifting","Sharing and gifting",[165,895,896,902],{},[168,897,898,901],{},[15,899,900],{},"Members included"," — above 1, a primary member can add family members who redeem the same pool",[168,903,904,907],{},[15,905,906],{},"Can be gifted"," — lets a buyer purchase the plan for someone else",[35,909,911],{"id":910},"selling-one","Selling one",[11,913,914],{},"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.",[35,916,918],{"id":917},"archiving","Archiving",[11,920,921,922,925],{},"Archiving a plan removes it from the checkout picker. ",[15,923,924],{},"Current subscribers keep their benefits"," — you're closing it to new sign-ups, not cancelling anyone.",[11,927,928],{},"Pausing a plan has the same \"disappears from the picker\" effect without archiving it.",[930,931,932],"caution",{},[11,933,934,937],{},[15,935,936],{},"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.",[35,939,941],{"id":940},"reporting","Reporting",[165,943,944,950,956,962,968],{},[168,945,946,949],{},[15,947,948],{},"Membership KPIs"," — active members, churn, growth",[168,951,952,955],{},[15,953,954],{},"Membership revenue"," — recurring revenue by plan",[168,957,958,961],{},[15,959,960],{},"Memberships expiring"," — who's about to lapse",[168,963,964,967],{},[15,965,966],{},"Memberships list"," — every member and their state",[168,969,970,973,974,977],{},[15,971,972],{},"Liabilities"," and ",[15,975,976],{},"Deferred revenue"," — unredeemed value you still owe",{"title":227,"searchDepth":228,"depth":228,"links":979},[980,984,985,986,987,988,989,990],{"id":694,"depth":228,"text":695,"children":981},[982,983],{"id":701,"depth":234,"text":702},{"id":740,"depth":234,"text":741},{"id":751,"depth":228,"text":752},{"id":848,"depth":228,"text":849},{"id":878,"depth":228,"text":879},{"id":892,"depth":228,"text":893},{"id":910,"depth":228,"text":911},{"id":917,"depth":228,"text":918},{"id":940,"depth":228,"text":941},"Build a recurring plan, choose between service credits and an account balance, and understand how billing, pausing and cancellation behave.","i-lucide-repeat",[994,995,996,997,998],"set up memberships","create a membership plan","sell a membership","membership billing and renewal","pause or cancel a membership",{},[1001,262,1002],"\u002Fhelp\u002Fretail\u002Fpackages","\u002Fhelp\u002Fsettings\u002Fimport-your-data",{"title":681,"description":991},"help\u002Fretail\u002Fmemberships","Wx2b4bQVnEV0-KhiFxIjSwgqzBKbNm1lK9jctLLpg5E",{"id":1007,"title":1008,"audience":6,"body":1009,"category":355,"description":1198,"draft":247,"extension":248,"icon":1199,"keywords":1200,"meta":1201,"navigation":258,"order":364,"path":264,"related":1202,"seo":1205,"stem":1206,"updatedAt":677,"__hash__":1207},"help\u002Fhelp\u002Fsettings\u002Fservices-and-pricing.md","Services and pricing",{"type":8,"value":1010,"toc":1181},[1011,1014,1019,1023,1030,1033,1037,1040,1044,1047,1050,1053,1060,1064,1067,1071,1074,1078,1086,1095,1098,1105,1109,1112,1116,1119,1123,1130,1133,1137,1143,1146,1150,1160,1165,1167],[11,1012,1013],{},"The service catalog is what you offer, how long each thing takes, and what it costs. Everything downstream reads from it — the calendar's booking panel, the public booking page, and checkout.",[11,1015,1016],{},[15,1017,1018],{},"Operations → Services",[35,1020,1022],{"id":1021},"organise-with-categories","Organise with categories",[11,1024,1025,1026,1029],{},"Group services into categories so the booking experience reads cleanly rather than as one long alphabetical list. Use ",[15,1027,1028],{},"Manage order"," to drag categories into the order you want, and services within each category.",[11,1031,1032],{},"The order you set here is the order clients see when booking.",[35,1034,1036],{"id":1035},"configure-a-service","Configure a service",[11,1038,1039],{},"Open a service and you get six tabs.",[112,1041,1043],{"id":1042},"basic","Basic",[11,1045,1046],{},"Name, description, category, duration, price, and calendar colour. Duration is what reserves time on the grid, so include cleanup and turnaround if you need the room protected.",[112,1048,1049],{"id":335},"Team",[11,1051,1052],{},"Choose who can be booked for this service. Leave it empty and everyone on the team is bookable for it.",[11,1054,1055,1056,1059],{},"Selected members can also carry their ",[15,1057,1058],{},"own price or duration"," for this service — leave those blank to inherit the service default. That's how a senior provider charges more for the same treatment without you duplicating the service.",[112,1061,1063],{"id":1062},"resources","Resources",[11,1065,1066],{},"If the service needs a room or a machine, attach it here. Owneli then reserves the resource alongside the provider, and a booking that would double-book the equipment is refused.",[112,1068,1070],{"id":1069},"booking","Booking",[11,1072,1073],{},"Whether the service is bookable online, and the rules that apply when it is.",[112,1075,1077],{"id":1076},"forms","Forms",[11,1079,1080,1081,402],{},"Attach a form or consent to the service. It's offered — or required — as part of that booking. See ",[1082,1083,1085],"a",{"href":1084},"\u002Fhelp\u002Fclients\u002Fsend-forms-and-consents","Send forms and consents",[178,1087,1088],{},[11,1089,1090,1091,1094],{},"A service that requires a signed clinical form will ",[15,1092,1093],{},"block checkout"," until the form is signed. That's a deliberate safety gate, not a bug.",[112,1096,1097],{"id":355},"Settings",[11,1099,1100,1101,402],{},"Anything else that's specific to this service, including its own payment policy override. See ",[1082,1102,1104],{"href":1103},"\u002Fhelp\u002Fcheckout\u002Fdeposits-and-cancellation-fees","Deposits, cancellation and no-show fees",[35,1106,1108],{"id":1107},"filtering-the-catalog","Filtering the catalog",[11,1110,1111],{},"The list filters by category, by online-bookable only, by inactive only, and can show archived services. Archive rather than delete: deleting a service orphans the history that references it.",[35,1113,1115],{"id":1114},"bundles","Bundles",[11,1117,1118],{},"A bundle presents several services as one bookable item at a combined price, with the saving shown as a percentage. It books as a single appointment.",[35,1120,1122],{"id":1121},"per-location-menus","Per-location menus",[11,1124,1125,1126,1129],{},"With more than one location, ",[15,1127,1128],{},"By location"," opens a matrix: turn each service on or off per location and set location-specific prices. Empty price cells inherit the base price.",[11,1131,1132],{},"With a single location the matrix is hidden — every service simply uses its base price.",[35,1134,1136],{"id":1135},"smart-pricing","Smart pricing",[11,1138,1139,1142],{},[15,1140,1141],{},"Settings → Payments → Smart pricing"," lets you charge more during busy windows and less during quiet ones. Off-peak rules nudge demand into your dead hours; peak rules capture your busiest ones.",[11,1144,1145],{},"Peak surges are capped, and both directions are always disclosed to the client before payment — a slot that costs more says so, and a slot that costs less says how much they saved.",[35,1147,1149],{"id":1148},"importing-a-catalog","Importing a catalog",[11,1151,1152,1153,1156,1157,402],{},"If you're coming from another system, don't retype the list. ",[15,1154,1155],{},"Settings → Import"," brings services in with durations and prices mapped column by column. See ",[1082,1158,1159],{"href":1002},"Import your data",[178,1161,1162],{},[11,1163,1164],{},"Service identifiers in exports from other platforms are not always unique. Check the dry-run counts against your source file before running an import of services.",[35,1166,941],{"id":940},[165,1168,1169,1175],{},[168,1170,1171,1174],{},[15,1172,1173],{},"Growth → Reports → Services"," — revenue and volume by service",[168,1176,1177,1180],{},[15,1178,1179],{},"Growth → Reports → Peak hours"," — when demand actually lands, which is what smart pricing rules should be built from",{"title":227,"searchDepth":228,"depth":228,"links":1182},[1183,1184,1192,1193,1194,1195,1196,1197],{"id":1021,"depth":228,"text":1022},{"id":1035,"depth":228,"text":1036,"children":1185},[1186,1187,1188,1189,1190,1191],{"id":1042,"depth":234,"text":1043},{"id":335,"depth":234,"text":1049},{"id":1062,"depth":234,"text":1063},{"id":1069,"depth":234,"text":1070},{"id":1076,"depth":234,"text":1077},{"id":355,"depth":234,"text":1097},{"id":1107,"depth":228,"text":1108},{"id":1114,"depth":228,"text":1115},{"id":1121,"depth":228,"text":1122},{"id":1135,"depth":228,"text":1136},{"id":1148,"depth":228,"text":1149},{"id":940,"depth":228,"text":941},"Build the catalog that drives booking and checkout — durations, prices, who can perform what, and per-location overrides.","i-lucide-list",[],{},[1203,1204,1103],"\u002Fhelp\u002Fgetting-started\u002Fset-up-your-workspace","\u002Fhelp\u002Fcalendar\u002Fbook-an-appointment",{"title":1008,"description":1198},"help\u002Fsettings\u002Fservices-and-pricing","SRhXZdhmtcBvxxwQ8JXugj-lbJwg29J5t86wSzvQK7s",1790218960404]