[{"data":1,"prerenderedAt":1361},["ShallowReactive",2],{"help:\u002Fhelp\u002Fretail\u002Fmemberships":3,"help-all-categories":356,"help-cat-articles:\u002Fhelp\u002Fretail\u002Fmemberships":475,"help-related:\u002Fhelp\u002Fretail\u002Fmemberships":476},{"id":4,"title":5,"audience":6,"body":7,"category":333,"description":334,"draft":335,"extension":336,"icon":337,"keywords":338,"meta":344,"navigation":345,"order":346,"path":347,"related":348,"seo":352,"stem":353,"updatedAt":354,"__hash__":355},"help\u002Fhelp\u002Fretail\u002Fmemberships.md","Memberships","clinic",{"type":8,"value":9,"toc":317},"minimark",[10,14,20,25,28,33,40,43,70,74,81,85,179,185,189,192,212,215,219,222,229,233,247,251,254,258,265,268,277,281],[11,12,13],"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.",[11,15,16],{},[17,18,19],"strong",{},"Retail → Memberships",[21,22,24],"h2",{"id":23},"the-two-plan-types","The two plan types",[11,26,27],{},"Choose one when you create the plan. It changes what the member actually receives each period.",[29,30,32],"h3",{"id":31},"service-credits","Service credits",[11,34,35,36,39],{},"The member gets a number of ",[17,37,38],{},"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.",[11,41,42],{},"Options that matter here:",[44,45,46,58,64],"ul",{},[47,48,49,52,53,57],"li",{},[17,50,51],{},"Roll over unused sessions"," — how many unused sessions per service carry into the next period. ",[54,55,56],"code",{},"0"," means use it or lose it.",[47,59,60,63],{},[17,61,62],{},"Banked credits expire after"," — rolled-over credits lapse this many months after they were granted. Leave empty for never.",[47,65,66,69],{},[17,67,68],{},"Keep credits usable after cancellation"," — after a cancellation, banked credits stay redeemable for this many days.",[29,71,73],{"id":72},"account-balance","Account balance",[11,75,76,77,80],{},"The member gets ",[17,78,79],{},"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.",[21,82,84],{"id":83},"billing-and-term","Billing and term",[86,87,88,101],"table",{},[89,90,91],"thead",{},[92,93,94,98],"tr",{},[95,96,97],"th",{},"Setting",[95,99,100],{},"What it does",[102,103,104,116,126,136,146,159,169],"tbody",{},[92,105,106,113],{},[107,108,109,112],"td",{},[17,110,111],{},"Price"," and interval",[107,114,115],{},"Monthly, quarterly, or annual",[92,117,118,123],{},[107,119,120],{},[17,121,122],{},"Auto-renew",[107,124,125],{},"New members default to renewing automatically",[92,127,128,133],{},[107,129,130],{},[17,131,132],{},"Open-ended",[107,134,135],{},"Renews each period until the member cancels",[92,137,138,143],{},[107,139,140],{},[17,141,142],{},"Fixed-term",[107,144,145],{},"Runs for a set number of billing cycles, then ends",[92,147,148,153],{},[107,149,150],{},[17,151,152],{},"Minimum cycles before cancel",[107,154,155,156,158],{},"Members must stay this many cycles. ",[54,157,56],{}," = cancel anytime",[92,160,161,166],{},[107,162,163],{},[17,164,165],{},"Early-exit fee",[107,167,168],{},"Charged if they cancel before the commitment ends. Leave it empty to block early cancellation entirely",[92,170,171,176],{},[107,172,173],{},[17,174,175],{},"Stop after N renewals",[107,177,178],{},"Auto-billing stops after this many renewals. Empty = unlimited",[180,181,182],"warning",{},[11,183,184],{},"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.",[21,186,188],{"id":187},"pausing","Pausing",[11,190,191],{},"If you allow it, members can request a pause from their client portal. You control:",[44,193,194,200,206],{},[47,195,196,199],{},[17,197,198],{},"Max pauses"," — per membership, lifetime",[47,201,202,205],{},[17,203,204],{},"Max paused days"," — the total time a membership can sit paused",[47,207,208,211],{},[17,209,210],{},"Freeze fee"," — charged once to the card on file each time it's paused. Leave empty for free freezes",[11,213,214],{},"Pause requests land in your queue for approval — you'll see a count on the memberships page.",[21,216,218],{"id":217},"perks","Perks",[11,220,221],{},"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.",[11,223,224,225,228],{},"Each perk declares whether it ",[17,226,227],{},"stacks with discount codes"," or not, so a member using a promo code doesn't accidentally compound two discounts you never intended to combine.",[21,230,232],{"id":231},"sharing-and-gifting","Sharing and gifting",[44,234,235,241],{},[47,236,237,240],{},[17,238,239],{},"Members included"," — above 1, a primary member can add family members who redeem the same pool",[47,242,243,246],{},[17,244,245],{},"Can be gifted"," — lets a buyer purchase the plan for someone else",[21,248,250],{"id":249},"selling-one","Selling one",[11,252,253],{},"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.",[21,255,257],{"id":256},"archiving","Archiving",[11,259,260,261,264],{},"Archiving a plan removes it from the checkout picker. ",[17,262,263],{},"Current subscribers keep their benefits"," — you're closing it to new sign-ups, not cancelling anyone.",[11,266,267],{},"Pausing a plan has the same \"disappears from the picker\" effect without archiving it.",[269,270,271],"caution",{},[11,272,273,276],{},[17,274,275],{},"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.",[21,278,280],{"id":279},"reporting","Reporting",[44,282,283,289,295,301,307],{},[47,284,285,288],{},[17,286,287],{},"Membership KPIs"," — active members, churn, growth",[47,290,291,294],{},[17,292,293],{},"Membership revenue"," — recurring revenue by plan",[47,296,297,300],{},[17,298,299],{},"Memberships expiring"," — who's about to lapse",[47,302,303,306],{},[17,304,305],{},"Memberships list"," — every member and their state",[47,308,309,312,313,316],{},[17,310,311],{},"Liabilities"," and ",[17,314,315],{},"Deferred revenue"," — unredeemed value you still owe",{"title":318,"searchDepth":319,"depth":319,"links":320},"",2,[321,326,327,328,329,330,331,332],{"id":23,"depth":319,"text":24,"children":322},[323,325],{"id":31,"depth":324,"text":32},3,{"id":72,"depth":324,"text":73},{"id":83,"depth":319,"text":84},{"id":187,"depth":319,"text":188},{"id":217,"depth":319,"text":218},{"id":231,"depth":319,"text":232},{"id":249,"depth":319,"text":250},{"id":256,"depth":319,"text":257},{"id":279,"depth":319,"text":280},"retail","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",[339,340,341,342,343],"set up memberships","create a membership plan","sell a membership","membership billing and renewal","pause or cancel a membership",{},true,10,"\u002Fhelp\u002Fretail\u002Fmemberships",[349,350,351],"\u002Fhelp\u002Fretail\u002Fpackages","\u002Fhelp\u002Fcheckout\u002Ftake-a-payment","\u002Fhelp\u002Fsettings\u002Fimport-your-data",{"title":5,"description":334},"help\u002Fretail\u002Fmemberships","2026-07-26","Wx2b4bQVnEV0-KhiFxIjSwgqzBKbNm1lK9jctLLpg5E",[357,368,377,386,396,405,415,425,435,445,454,465],{"id":358,"title":359,"audience":6,"description":360,"extension":361,"icon":362,"meta":363,"order":364,"slug":365,"stem":366,"__hash__":367},"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":369,"title":370,"audience":6,"description":371,"extension":361,"icon":372,"meta":373,"order":319,"slug":374,"stem":375,"__hash__":376},"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":378,"title":379,"audience":6,"description":380,"extension":361,"icon":381,"meta":382,"order":324,"slug":383,"stem":384,"__hash__":385},"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":387,"title":388,"audience":6,"description":389,"extension":361,"icon":390,"meta":391,"order":392,"slug":393,"stem":394,"__hash__":395},"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":397,"title":398,"audience":6,"description":399,"extension":361,"icon":400,"meta":401,"order":402,"slug":333,"stem":403,"__hash__":404},"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":406,"title":407,"audience":6,"description":408,"extension":361,"icon":409,"meta":410,"order":411,"slug":412,"stem":413,"__hash__":414},"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":416,"title":417,"audience":6,"description":418,"extension":361,"icon":419,"meta":420,"order":421,"slug":422,"stem":423,"__hash__":424},"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":426,"title":427,"audience":6,"description":428,"extension":361,"icon":429,"meta":430,"order":431,"slug":432,"stem":433,"__hash__":434},"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":436,"title":437,"audience":6,"description":438,"extension":361,"icon":439,"meta":440,"order":441,"slug":442,"stem":443,"__hash__":444},"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":446,"title":447,"audience":6,"description":448,"extension":361,"icon":449,"meta":450,"order":346,"slug":451,"stem":452,"__hash__":453},"helpCategories\u002Fhelp\u002Fcategories\u002Faccount.yml","Your login and profile","Your own login, password, two-factor security, profile, and language.","i-lucide-user-circle",{},"account","help\u002Fcategories\u002Faccount","8JZPH_8Q-lnEEFgysE9gCwyd1pzUe2hfAebATuQ5Pog",{"id":455,"title":456,"audience":457,"description":458,"extension":361,"icon":459,"meta":460,"order":461,"slug":462,"stem":463,"__hash__":464},"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":466,"title":467,"audience":457,"description":468,"extension":361,"icon":469,"meta":470,"order":471,"slug":472,"stem":473,"__hash__":474},"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",[],[477,700,984],{"id":478,"title":479,"audience":6,"body":480,"category":333,"description":692,"draft":335,"extension":336,"icon":693,"keywords":694,"meta":695,"navigation":345,"order":461,"path":349,"related":696,"seo":697,"stem":698,"updatedAt":354,"__hash__":699},"help\u002Fhelp\u002Fretail\u002Fpackages.md","Packages",{"type":8,"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],[11,483,484],{},"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.",[11,486,487],{},[17,488,489],{},"Retail → Packages",[11,491,492,493,495,496,499],{},"The page has two tabs: ",[17,494,479],{}," (the templates you sell) and ",[17,497,498],{},"Holders"," (the clients who currently hold one).",[21,501,503],{"id":502},"create-a-package","Create a package",[505,506,507,511,514,518,521,525,528,532,538,542],"steps",{},[29,508,510],{"id":509},"name-and-describe-it","Name and describe it",[11,512,513],{},"The description is your pitch — savings, schedule, gift idea. It appears where the package is offered.",[29,515,517],{"id":516},"set-sessions-and-price","Set sessions and price",[11,519,520],{},"Enter the number of sessions and the total price. Owneli shows the implied per-session price, which is the number that does the selling.",[29,522,524],{"id":523},"set-an-expiry","Set an expiry",[11,526,527],{},"Days from purchase. Leave it blank for no expiry.",[29,529,531],{"id":530},"restrict-which-services-it-covers","Restrict which services it covers",[11,533,534,537],{},[17,535,536],{},"Eligible services"," limits redemption to a specific set. Leave it empty and the package can be redeemed against any service you offer.",[29,539,541],{"id":540},"optionally-make-it-a-course","Optionally make it a course",[11,543,544,545,548],{},"A ",[17,546,547],{},"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.",[11,550,551],{},"You can also give a package its own calendar colour, so a redeemed session is visually distinct on the grid.",[21,553,250],{"id":249},[11,555,556],{},"Add the package to a cart at checkout, like any other item. It's also sellable from the public storefront if published.",[21,558,560],{"id":559},"redeeming-a-session","Redeeming a session",[11,562,563,564,567],{},"When a package holder is checked out for an eligible service, ",[17,565,566],{},"Package"," appears as a tender. Choosing it covers that service line and decrements one session.",[569,570,571],"note",{},[11,572,573],{},"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.",[21,575,577],{"id":576},"refunds-and-packages","Refunds and packages",[11,579,580],{},"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.",[21,582,498],{"id":583},"holders",[11,585,586,587,589],{},"The ",[17,588,498],{}," 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.",[21,591,593],{"id":592},"archiving-and-pausing","Archiving and pausing",[11,595,596],{},"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.",[21,598,600],{"id":599},"packages-versus-memberships","Packages versus memberships",[86,602,603,614],{},[89,604,605],{},[92,606,607,609,611],{},[95,608],{},[95,610,566],{},[95,612,613],{},"Membership",[102,615,616,627,638,649],{},[92,617,618,621,624],{},[107,619,620],{},"Payment",[107,622,623],{},"Once, upfront",[107,625,626],{},"Recurring",[92,628,629,632,635],{},[107,630,631],{},"What it grants",[107,633,634],{},"A fixed number of sessions",[107,636,637],{},"Sessions or wallet funds each period, plus perks",[92,639,640,643,646],{},[107,641,642],{},"Runs out",[107,644,645],{},"When sessions are used or it expires",[107,647,648],{},"When it's cancelled or the term ends",[92,650,651,654,657],{},[107,652,653],{},"Best for",[107,655,656],{},"A defined course of treatment",[107,658,659],{},"Ongoing retention and predictable revenue",[21,661,280],{"id":279},[44,663,664,670],{},[47,665,666,669],{},[17,667,668],{},"Growth → Reports → Packages"," — sold, redeemed, and outstanding",[47,671,672,675],{},[17,673,674],{},"Growth → Reports → Liabilities"," — the value of sessions sold and not yet delivered",{"title":318,"searchDepth":319,"depth":319,"links":677},[678,685,686,687,688,689,690,691],{"id":502,"depth":319,"text":503,"children":679},[680,681,682,683,684],{"id":509,"depth":324,"text":510},{"id":516,"depth":324,"text":517},{"id":523,"depth":324,"text":524},{"id":530,"depth":324,"text":531},{"id":540,"depth":324,"text":541},{"id":249,"depth":319,"text":250},{"id":559,"depth":319,"text":560},{"id":576,"depth":319,"text":577},{"id":583,"depth":319,"text":498},{"id":592,"depth":319,"text":593},{"id":599,"depth":319,"text":600},{"id":279,"depth":319,"text":280},"Sell prepaid session bundles, track who holds what, and redeem a session at checkout.","i-lucide-package",[],{},[347,350],{"title":479,"description":692},"help\u002Fretail\u002Fpackages","WDB6eDoN-Nrb0mJvIxN4CdTnIcOUqpvLbvRDgLxPHnE",{"id":701,"title":702,"audience":6,"body":703,"category":383,"description":973,"draft":335,"extension":336,"icon":974,"keywords":975,"meta":976,"navigation":345,"order":346,"path":350,"related":977,"seo":981,"stem":982,"updatedAt":354,"__hash__":983},"help\u002Fhelp\u002Fcheckout\u002Ftake-a-payment.md","Take a payment",{"type":8,"value":704,"toc":963},[705,712,716,719,730,740,744,747,750,753,773,778,782,785,887,900,904,907,910,913,916,922,925,929,932,936,946,950,953],[11,706,707,708,711],{},"Everything you sell — services, retail products, memberships, packages, gift cards — goes through one cart. Checkout runs in three steps: ",[17,709,710],{},"Cart → Tip → Payment",".",[21,713,715],{"id":714},"start-a-sale","Start a sale",[11,717,718],{},"Two ways in:",[44,720,721,727],{},[47,722,723,726],{},[17,724,725],{},"POS → Sell",", then start a new sale. Use this for a walk-in buying product, or a gift card.",[47,728,729],{},"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.",[11,731,732,733,736,737,711],{},"An open sale can be left and picked up later: ",[17,734,735],{},"Save as draft"," parks it, and you resume it from ",[17,738,739],{},"POS",[21,741,743],{"id":742},"build-the-cart","Build the cart",[11,745,746],{},"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.",[11,748,749],{},"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.",[11,751,752],{},"From the sale menu you can also:",[44,754,755,761,767],{},[47,756,757,760],{},[17,758,759],{},"Add cart discount"," — a fixed amount, a percentage, or a configured deal code. Discounts apply to their scoped subtotal and the total updates immediately.",[47,762,763,766],{},[17,764,765],{},"Add service charge"," — an auto-gratuity or surcharge line, if your business uses them.",[47,768,769,772],{},[17,770,771],{},"Add a sale note"," — internal, kept with the sale.",[180,774,775],{},[11,776,777],{},"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.",[21,779,781],{"id":780},"choose-a-tender","Choose a tender",[11,783,784],{},"Only the tenders that can actually settle this sale are offered:",[86,786,787,797],{},[89,788,789],{},[92,790,791,794],{},[95,792,793],{},"Tender",[95,795,796],{},"What it is",[102,798,799,809,819,829,839,849,859,868,877],{},[92,800,801,806],{},[107,802,803],{},[17,804,805],{},"Card on file",[107,807,808],{},"Charge the client's saved card. Leads the list when there is one, because it's the fastest.",[92,810,811,816],{},[107,812,813],{},[17,814,815],{},"External terminal",[107,817,818],{},"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.",[92,820,821,826],{},[107,822,823],{},[17,824,825],{},"Cash",[107,827,828],{},"Enter what they handed over; change due is calculated for you.",[92,830,831,836],{},[107,832,833],{},[17,834,835],{},"Check",[107,837,838],{},"Recorded like cash.",[92,840,841,846],{},[107,842,843],{},[17,844,845],{},"Gift card",[107,847,848],{},"Enter the code. The card's balance is applied, capped at the balance.",[92,850,851,856],{},[107,852,853],{},[17,854,855],{},"Membership balance",[107,857,858],{},"Spend down an account-balance membership's wallet.",[92,860,861,865],{},[107,862,863],{},[17,864,566],{},[107,866,867],{},"Redeem a prepaid session against an eligible service line.",[92,869,870,874],{},[107,871,872],{},[17,873,613],{},[107,875,876],{},"Redeem an included session from a service-credit membership.",[92,878,879,884],{},[107,880,881],{},[17,882,883],{},"Self checkout",[107,885,886],{},"Text or email a secure link — the client enters their own card on your branded page.",[569,888,889],{},[11,890,891,892,895,896,899],{},"A cart that ",[17,893,894],{},"sells"," a gift card can't be ",[17,897,898],{},"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.",[21,901,903],{"id":902},"splitting-across-tenders","Splitting across tenders",[11,905,906],{},"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.",[11,908,909],{},"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.",[11,911,912],{},"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.",[21,914,883],{"id":915},"self-checkout",[11,917,918,919,921],{},"Choose ",[17,920,883],{},", 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.",[11,923,924],{},"Needs a client attached, a balance to collect, and a connected payment processor.",[21,926,928],{"id":927},"card-surcharges","Card surcharges",[11,930,931],{},"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.",[21,933,935],{"id":934},"when-the-client-cant-pay-today","When the client can't pay today",[11,937,938,941,942,945],{},[17,939,940],{},"Save as unpaid"," completes the sale and leaves the balance owing. The sale shows as ",[17,943,944],{},"Completed · balance due",", and you collect the balance later from the same sale.",[21,947,949],{"id":948},"close-out","Close out",[11,951,952],{},"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.",[954,955,956],"tip",{},[11,957,958,959,962],{},"Cancelling a sale voids the cart and its lines. It does ",[17,960,961],{},"not"," touch the appointment — you can start a fresh checkout for the same visit afterwards.",{"title":318,"searchDepth":319,"depth":319,"links":964},[965,966,967,968,969,970,971,972],{"id":714,"depth":319,"text":715},{"id":742,"depth":319,"text":743},{"id":780,"depth":319,"text":781},{"id":902,"depth":319,"text":903},{"id":915,"depth":319,"text":883},{"id":927,"depth":319,"text":928},{"id":934,"depth":319,"text":935},{"id":948,"depth":319,"text":949},"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",[],{},[978,979,980],"\u002Fhelp\u002Fcheckout\u002Ftips","\u002Fhelp\u002Fcheckout\u002Frefunds-and-the-cash-drawer","\u002Fhelp\u002Fretail\u002Fgift-cards",{"title":702,"description":973},"help\u002Fcheckout\u002Ftake-a-payment","bRjO-9Pm_e54NESUrnbW45Q_fIOb94VnzOKzG6EkvIU",{"id":985,"title":986,"audience":6,"body":987,"category":442,"description":1351,"draft":335,"extension":336,"icon":1352,"keywords":1353,"meta":1354,"navigation":345,"order":1355,"path":351,"related":1356,"seo":1358,"stem":1359,"updatedAt":354,"__hash__":1360},"help\u002Fhelp\u002Fsettings\u002Fimport-your-data.md","Import your data from Fresha or another system",{"type":8,"value":988,"toc":1327},[989,994,1001,1005,1009,1029,1042,1046,1049,1053,1056,1076,1080,1208,1212,1215,1224,1228,1234,1239,1243,1258,1262,1265,1298,1302],[11,990,991],{},[17,992,993],{},"Settings → Import",[11,995,996,997,1000],{},"The importer is built around one promise: ",[17,998,999],{},"nothing is written until you've seen exactly what will happen."," Every column in every file is shown with your own sample data beside it, a dry run tells you what would be created and what would be matched, and the whole thing can be undone in a single click afterwards.",[21,1002,1004],{"id":1003},"get-your-files-out","Get your files out",[29,1006,1008],{"id":1007},"from-fresha","From Fresha",[44,1010,1011,1017,1022],{},[47,1012,1013,1016],{},[17,1014,1015],{},"Clients"," → Options → Export to CSV",[47,1018,1019,1016],{},[17,1020,1021],{},"Team",[47,1023,1024,1025,1028],{},"Everything else via ",[17,1026,1027],{},"Reports",": Service list, Product list, Membership list, Waitlist detail, Stock movement summary, Appointment list, Sales log detail",[180,1030,1031],{},[11,1032,1033,1034,1037,1038,1041],{},"Set every date range to ",[17,1035,1036],{},"All Time",", and always export the ",[17,1039,1040],{},"detail"," report, not the summary. A summary report is one row of totals and percentages — the importer will recognise it and refuse it, telling you to fetch the detail version instead.",[29,1043,1045],{"id":1044},"from-anything-else","From anything else",[11,1047,1048],{},"Upload a CSV or Excel file with a header row and one row per record. Owneli detects what the file is and shows you every column before anything is written. Up to 15,000 rows per file.",[21,1050,1052],{"id":1051},"what-wont-come-across","What won't come across",[11,1054,1055],{},"Three things, and it's worth knowing why before you start:",[44,1057,1058,1064,1070],{},[47,1059,1060,1063],{},[17,1061,1062],{},"Saved cards."," For PCI reasons card details move processor-to-processor, never through a file. You re-collect them.",[47,1065,1066,1069],{},[17,1067,1068],{},"Forms, consents and photos."," These aren't part of a standard export from any of these platforms.",[47,1071,1072,1075],{},[17,1073,1074],{},"Mid-cycle membership billing."," Never resumed automatically. See the warning below.",[21,1077,1079],{"id":1078},"the-four-steps","The four steps",[505,1081,1082,1086,1089,1092,1096,1099,1102,1122,1125,1129,1132,1186,1189,1192,1198,1202,1205],{},[29,1083,1085],{"id":1084},"source","Source",[11,1087,1088],{},"Tell Owneli where the data came from — Fresha, Zenoti, Mangomint, or a generic CSV — so it recognises the file layout. Then drop your files in.",[11,1090,1091],{},"Each file is analysed and labelled with what it appears to be. If a file can't be read as a list of records, it's marked as such and skipped; your other files are unaffected. Anything the importer isn't sure about, you'll set by hand on the next step.",[29,1093,1095],{"id":1094},"map-columns","Map columns",[11,1097,1098],{},"Every column in every file is listed, next to your own sample values, with the field it will import into. A column with no destination is a column you chose to leave out — never a silent drop.",[11,1100,1101],{},"Three kinds of column:",[44,1103,1104,1110,1116],{},[47,1105,1106,1109],{},[17,1107,1108],{},"Mapped"," — has a destination. Recognised automatically, suggested by AI, or set by you.",[47,1111,1112,1115],{},[17,1113,1114],{},"Needs a decision"," — not recognised. Point it at a field to keep it, or acknowledge the loss explicitly and continue.",[47,1117,1118,1121],{},[17,1119,1120],{},"Not imported by design"," — recognised, and deliberately left out, with the reason shown. Tax and commission columns are in this bucket: they're calculated by Owneli's own engines from your configuration, and importing someone else's numbers would put two sources of truth in conflict.",[11,1123,1124],{},"You confirm each file's mapping before you can move on.",[29,1126,1128],{"id":1127},"dry-run","Dry run",[11,1130,1131],{},"Nothing has been written yet. The numbers on this screen are exactly what the import will do:",[86,1133,1134,1144],{},[89,1135,1136],{},[92,1137,1138,1141],{},[95,1139,1140],{},"Column",[95,1142,1143],{},"Meaning",[102,1145,1146,1156,1166,1176],{},[92,1147,1148,1153],{},[107,1149,1150],{},[17,1151,1152],{},"Create",[107,1154,1155],{},"New records that will be added",[92,1157,1158,1163],{},[107,1159,1160],{},[17,1161,1162],{},"Match existing",[107,1164,1165],{},"Rows that resolve to records you already have — these are linked, not duplicated",[92,1167,1168,1173],{},[107,1169,1170],{},[17,1171,1172],{},"Skip",[107,1174,1175],{},"Rows that won't be imported",[92,1177,1178,1183],{},[107,1179,1180],{},[17,1181,1182],{},"Errors",[107,1184,1185],{},"Rows that failed validation",[11,1187,1188],{},"Validation problems are listed with row numbers matching your spreadsheet, where row 1 is the header, and can be downloaded as a CSV so you can fix the source file.",[11,1190,1191],{},"If anything blocks the import, the screen says so plainly and nothing can be written until you resolve it.",[11,1193,1194,1197],{},[17,1195,1196],{},"Consent."," Before you continue you choose the marketing consent to apply to imported clients — email, SMS, both, or neither — and confirm you have a lawful basis to hold and contact them. Nobody is silently opted in.",[29,1199,1201],{"id":1200},"import","Import",[11,1203,1204],{},"Files are written in dependency order, not the order you uploaded them: whatever other rows point at is created first. Services before the memberships and appointments that name them; sales last, because a sale line can reference anything.",[11,1206,1207],{},"The import runs in the background. You can leave the page and come back.",[21,1209,1211],{"id":1210},"reading-the-result","Reading the result",[11,1213,1214],{},"You get a per-entity breakdown of created, matched, skipped and errored, plus a downloadable report.",[569,1216,1217],{},[11,1218,1219,1220,1223],{},"A record count can legitimately be ",[17,1221,1222],{},"lower"," than the source row count. Some exports write one row per requested service; rows sharing a reference merge into a single record. The dry run says so explicitly when it happens, and nothing was dropped.",[21,1225,1227],{"id":1226},"undoing-an-import","Undoing an import",[11,1229,1230,1233],{},[17,1231,1232],{},"Roll back"," deletes only the rows this import created. Rows that matched existing records are left untouched.",[269,1235,1236],{},[11,1237,1238],{},"Rollback permanently deletes everything the import created and cannot itself be undone. If imported rows are already in use — an imported client with an appointment booked against them, for example — rollback is blocked and you're told exactly what is holding it.",[21,1240,1242],{"id":1241},"memberships-import-as-records-only","Memberships import as records only",[269,1244,1245,1255],{},[11,1246,1247,1248,1251,1252],{},"Imported memberships are ",[17,1249,1250],{},"records only",". Auto-renew is off, no renewal date is set, and no redeemable credits are granted. ",[17,1253,1254],{},"No card is ever charged.",[11,1256,1257],{},"This is deliberate and not configurable. Resuming somebody else's mid-cycle billing against cards you have just imported is not a thing software should do quietly. Re-collect payment details and restart billing yourself when you're ready.",[21,1259,1261],{"id":1260},"suggested-order","Suggested order",[11,1263,1264],{},"Although the importer handles dependencies itself, importing in stages makes problems easier to isolate:",[505,1266,1267,1269,1272,1276,1279,1281,1284,1288,1291,1295],{},[29,1268,1015],{"id":393},[11,1270,1271],{},"The biggest file and the one everything else references. Check the matched-versus-created split carefully.",[29,1273,1275],{"id":1274},"services-and-products","Services and products",[11,1277,1278],{},"Your catalog. Review prices and durations after import.",[29,1280,1021],{"id":422},[11,1282,1283],{},"Then set their working hours — imported team members won't appear on the calendar until they have hours.",[29,1285,1287],{"id":1286},"memberships-waitlist-and-stock","Memberships, waitlist and stock",[11,1289,1290],{},"Records only for memberships; see the warning above.",[29,1292,1294],{"id":1293},"appointments-and-sales","Appointments and sales",[11,1296,1297],{},"History last. These reference everything else, so import them once the rest is settled.",[21,1299,1301],{"id":1300},"after-the-import","After the import",[44,1303,1304,1310,1316,1324],{},[47,1305,1306,1307],{},"Set working hours for imported team members — ",[17,1308,1309],{},"Team → Scheduling",[47,1311,1312,1313],{},"Review imported prices and durations — ",[17,1314,1315],{},"Operations → Services",[47,1317,1318,1319],{},"Look for duplicate clients and merge them — see ",[1320,1321,1323],"a",{"href":1322},"\u002Fhelp\u002Fclients\u002Fadd-and-find-clients","Add, find, and merge clients",[47,1325,1326],{},"Re-collect payment details for anyone on a membership",{"title":318,"searchDepth":319,"depth":319,"links":1328},[1329,1333,1334,1340,1341,1342,1343,1350],{"id":1003,"depth":319,"text":1004,"children":1330},[1331,1332],{"id":1007,"depth":324,"text":1008},{"id":1044,"depth":324,"text":1045},{"id":1051,"depth":319,"text":1052},{"id":1078,"depth":319,"text":1079,"children":1335},[1336,1337,1338,1339],{"id":1084,"depth":324,"text":1085},{"id":1094,"depth":324,"text":1095},{"id":1127,"depth":324,"text":1128},{"id":1200,"depth":324,"text":1201},{"id":1210,"depth":319,"text":1211},{"id":1226,"depth":319,"text":1227},{"id":1241,"depth":319,"text":1242},{"id":1260,"depth":319,"text":1261,"children":1344},[1345,1346,1347,1348,1349],{"id":393,"depth":324,"text":1015},{"id":1274,"depth":324,"text":1275},{"id":422,"depth":324,"text":1021},{"id":1286,"depth":324,"text":1287},{"id":1293,"depth":324,"text":1294},{"id":1300,"depth":319,"text":1301},"Move clients, services, products, team, memberships and more — mapped column by column, de-duplicated, and reversible in one click.","i-lucide-upload",[],{},30,[1357,1322,347],"\u002Fhelp\u002Fgetting-started\u002Fset-up-your-workspace",{"title":986,"description":1351},"help\u002Fsettings\u002Fimport-your-data","xDD0qfc0ryBwYt_R5M6hJ92l3wL3GJTAiwp_6wdsssA",1790210904463]