Topic
Settings & admin
Services and pricing, who can see what, and moving your data in from another system.
Contents
Articles
21Services and pricingBuild the catalog that drives booking and checkout — durations, prices, who can perform what, and per-location overrides.Roles and permissionsThe four starting roles, the two axes that control access, and how to build a custom role without locking yourself out.Import your data from Fresha or another systemMove clients, services, products, team, memberships and more — mapped column by column, de-duplicated, and reversible in one click.Working with multiple locationsSwitch between sites, understand what is scoped to a location and what is shared across the business, and read the all-locations rollup.Set up online bookingTurn on the public booking page, control notice and buffers, and get your venue links onto your website and socials.Connect card payments with StripeHow to connect Stripe to Owneli so you can take card payments, deposits, and no-show fees — onboarding steps, statuses, and payouts.Set your payment policy — deposits and no-show feesHow to configure deposits, card-on-file, late-cancellation windows, and no-show fees in Owneli, with per-location overrides.Set your tip policyHow to configure tipping in Owneli — suggested tip percentages, pre- or post-tax basis, provider splits, and tip-outs to support staff.Set up tax ratesHow to create tax rates in Owneli — simple or composite (GST + PST), and how to set the default tax applied to services and products.Set up rooms and equipmentHow to create bookable rooms and equipment in Owneli, attach them to services, and let the calendar prevent double-booking a machine.Brand and appearanceHow to set your logo, brand colours, and email sender identity in Owneli — one place that themes your booking page, portal, and emails.Publish your online presence pageHow to build and publish each location's public page in Owneli — profile, photos, hours, readiness checks, and going from unlisted to listed.Set up the online shopHow to turn on your Owneli online store, choose what's sold — products, gift cards, memberships — and set shipping, returns, and overrides.Configure loyalty points, tiers, and referralsHow to set up the Owneli loyalty program — points earning rules, rewards, tier ladders with multipliers, and refer-a-friend rewards.Embed booking on your websiteHow to add the Owneli booking widget to your own website — copy the two-line embed snippet and turn any button into a book-now launcher.Set up conversion trackingConnect Google Analytics 4, Google Ads, and Meta Pixel to Owneli so online bookings and purchases report back to your ad platforms.Get found on GooglePut your Owneli booking link on your Google Business Profile so clients can book straight from Google Search and Maps — no extra software.Read the audit logSee who did what and when in Owneli — filter the audit log by person, client, action, or date, and read the before/after of any change.Data privacy and retentionSet automatic data retention in Owneli, preview what a purge would delete, use legal holds, and control clinical charting for health records.Workspace defaults — currency, timezone, and formatsSet your business currency, timezone, date and time format, first day of the week, and other workspace-wide defaults in Owneli.Transfer ownership of your businessHand the owner role of your Owneli workspace to another person safely — who's eligible, what changes, and the typed confirmation step.
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