[{"data":1,"prerenderedAt":5242},["ShallowReactive",2],{"help:\u002Fhelp\u002Fsettings":3,"help-all-categories":4,"help-cat-articles:\u002Fhelp\u002Fsettings":128,"help-related:\u002Fhelp\u002Fsettings":5241},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",[129,349,815,1186,1585,1888,2096,2332,2581,2748,2945,3150,3402,3633,3852,4049,4311,4453,4665,4852,5060],{"id":130,"title":131,"audience":8,"body":132,"category":94,"description":334,"draft":335,"extension":336,"icon":337,"keywords":338,"meta":339,"navigation":340,"order":103,"path":341,"related":342,"seo":345,"stem":346,"updatedAt":347,"__hash__":348},"help\u002Fhelp\u002Fsettings\u002Fservices-and-pricing.md","Services and pricing",{"type":133,"value":134,"toc":316},"minimark",[135,139,145,150,157,160,164,167,172,175,178,181,188,192,195,199,202,206,215,225,228,235,239,242,246,249,253,260,263,267,273,276,280,291,296,300],[136,137,138],"p",{},"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.",[136,140,141],{},[142,143,144],"strong",{},"Operations → Services",[146,147,149],"h2",{"id":148},"organise-with-categories","Organise with categories",[136,151,152,153,156],{},"Group services into categories so the booking experience reads cleanly rather than as one long alphabetical list. Use ",[142,154,155],{},"Manage order"," to drag categories into the order you want, and services within each category.",[136,158,159],{},"The order you set here is the order clients see when booking.",[146,161,163],{"id":162},"configure-a-service","Configure a service",[136,165,166],{},"Open a service and you get six tabs.",[168,169,171],"h3",{"id":170},"basic","Basic",[136,173,174],{},"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.",[168,176,177],{"id":74},"Team",[136,179,180],{},"Choose who can be booked for this service. Leave it empty and everyone on the team is bookable for it.",[136,182,183,184,187],{},"Selected members can also carry their ",[142,185,186],{},"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.",[168,189,191],{"id":190},"resources","Resources",[136,193,194],{},"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.",[168,196,198],{"id":197},"booking","Booking",[136,200,201],{},"Whether the service is bookable online, and the rules that apply when it is.",[168,203,205],{"id":204},"forms","Forms",[136,207,208,209,214],{},"Attach a form or consent to the service. It's offered — or required — as part of that booking. See ",[210,211,213],"a",{"href":212},"\u002Fhelp\u002Fclients\u002Fsend-forms-and-consents","Send forms and consents",".",[216,217,218],"warning",{},[136,219,220,221,224],{},"A service that requires a signed clinical form will ",[142,222,223],{},"block checkout"," until the form is signed. That's a deliberate safety gate, not a bug.",[168,226,227],{"id":94},"Settings",[136,229,230,231,214],{},"Anything else that's specific to this service, including its own payment policy override. See ",[210,232,234],{"href":233},"\u002Fhelp\u002Fcheckout\u002Fdeposits-and-cancellation-fees","Deposits, cancellation and no-show fees",[146,236,238],{"id":237},"filtering-the-catalog","Filtering the catalog",[136,240,241],{},"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.",[146,243,245],{"id":244},"bundles","Bundles",[136,247,248],{},"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.",[146,250,252],{"id":251},"per-location-menus","Per-location menus",[136,254,255,256,259],{},"With more than one location, ",[142,257,258],{},"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.",[136,261,262],{},"With a single location the matrix is hidden — every service simply uses its base price.",[146,264,266],{"id":265},"smart-pricing","Smart pricing",[136,268,269,272],{},[142,270,271],{},"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.",[136,274,275],{},"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.",[146,277,279],{"id":278},"importing-a-catalog","Importing a catalog",[136,281,282,283,286,287,214],{},"If you're coming from another system, don't retype the list. ",[142,284,285],{},"Settings → Import"," brings services in with durations and prices mapped column by column. See ",[210,288,290],{"href":289},"\u002Fhelp\u002Fsettings\u002Fimport-your-data","Import your data",[216,292,293],{},[136,294,295],{},"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.",[146,297,299],{"id":298},"reporting","Reporting",[301,302,303,310],"ul",{},[304,305,306,309],"li",{},[142,307,308],{},"Growth → Reports → Services"," — revenue and volume by service",[304,311,312,315],{},[142,313,314],{},"Growth → Reports → Peak hours"," — when demand actually lands, which is what smart pricing rules should be built from",{"title":317,"searchDepth":23,"depth":23,"links":318},"",[319,320,328,329,330,331,332,333],{"id":148,"depth":23,"text":149},{"id":162,"depth":23,"text":163,"children":321},[322,323,324,325,326,327],{"id":170,"depth":33,"text":171},{"id":74,"depth":33,"text":177},{"id":190,"depth":33,"text":191},{"id":197,"depth":33,"text":198},{"id":204,"depth":33,"text":205},{"id":94,"depth":33,"text":227},{"id":237,"depth":23,"text":238},{"id":244,"depth":23,"text":245},{"id":251,"depth":23,"text":252},{"id":265,"depth":23,"text":266},{"id":278,"depth":23,"text":279},{"id":298,"depth":23,"text":299},"Build the catalog that drives booking and checkout — durations, prices, who can perform what, and per-location overrides.",false,"md","i-lucide-list",[],{},true,"\u002Fhelp\u002Fsettings\u002Fservices-and-pricing",[343,344,233],"\u002Fhelp\u002Fgetting-started\u002Fset-up-your-workspace","\u002Fhelp\u002Fcalendar\u002Fbook-an-appointment",{"title":131,"description":334},"help\u002Fsettings\u002Fservices-and-pricing","2026-07-26","SRhXZdhmtcBvxxwQ8JXugj-lbJwg29J5t86wSzvQK7s",{"id":350,"title":351,"audience":8,"body":352,"category":94,"description":803,"draft":335,"extension":336,"icon":804,"keywords":805,"meta":806,"navigation":340,"order":114,"path":807,"related":808,"seo":811,"stem":812,"updatedAt":813,"__hash__":814},"help\u002Fhelp\u002Fsettings\u002Froles-and-permissions.md","Roles and permissions",{"type":133,"value":353,"toc":784},[354,357,362,366,369,429,435,439,442,446,465,500,503,554,558,565,629,632,637,641,644,675,682,686,730,734,741,746,750,753,757,771,774,778],[136,355,356],{},"Access in Owneli is capability-based, not tier-based. There is no hidden ladder where \"manager\" magically unlocks things — every screen and every API call checks a specific capability, and roles are just named bundles of capabilities.",[136,358,359],{},[142,360,361],{},"Settings → Team & access → Permission roles",[146,363,365],{"id":364},"the-four-starting-roles","The four starting roles",[136,367,368],{},"Every business is created with four system roles you can adapt.",[370,371,372,385],"table",{},[373,374,375],"thead",{},[376,377,378,382],"tr",{},[379,380,381],"th",{},"Role",[379,383,384],{},"What it is",[386,387,388,399,409,419],"tbody",{},[376,389,390,396],{},[391,392,393],"td",{},[142,394,395],{},"Owner",[391,397,398],{},"Full access to everything, plus owner-reserved actions: enforcing multi-factor authentication and transferring ownership.",[376,400,401,406],{},[391,402,403],{},[142,404,405],{},"Admin",[391,407,408],{},"Full access to the business. Can invite people, manage the team, and change settings.",[376,410,411,416],{},[391,412,413],{},[142,414,415],{},"Manager",[391,417,418],{},"Operational lead. Manages clients, forms and sends, approves time off. Cannot change settings or invite users.",[376,420,421,426],{},[391,422,423],{},[142,424,425],{},"Staff",[391,427,428],{},"Standard team member. The capability set is adjustable per business.",[430,431,432],"note",{},[136,433,434],{},"The owner is deliberately a superuser and is granted every capability, including ones added in future releases. That's so a new feature can never accidentally lock the owner out of their own business.",[146,436,438],{"id":437},"two-axes","Two axes",[136,440,441],{},"Access is controlled along two axes, and both matter.",[168,443,445],{"id":444},"_1-what-you-can-do","1. What you can do",[136,447,448,449,452,453,456,457,460,461,464],{},"Each of roughly three dozen capability areas carries its own actions — typically ",[142,450,451],{},"view",", ",[142,454,455],{},"manage",", and ",[142,458,459],{},"delete",", plus ",[142,462,463],{},"create"," where creating differs meaningfully from editing.",[136,466,467,468,452,471,452,474,452,477,452,480,452,483,452,486,452,489,452,491,452,494,456,497,214],{},"The permission editor groups them the way you think about the app: ",[142,469,470],{},"Calendar",[142,472,473],{},"Scheduling & timesheets",[142,475,476],{},"Sales",[142,478,479],{},"Clients",[142,481,482],{},"Catalog",[142,484,485],{},"Marketing",[142,487,488],{},"Inventory & Retail",[142,490,177],{},[142,492,493],{},"Reports",[142,495,496],{},"Workspace",[142,498,499],{},"AI concierge",[136,501,502],{},"Things are split more finely than you might expect, on purpose:",[301,504,505,514,523,533,539],{},[304,506,507,510,511,513],{},[142,508,509],{},"Cash drawer"," is separate from ",[142,512,476],{}," — a cashier can ring up without holding the power to open, count and reconcile the till.",[304,515,516,510,519,522],{},[142,517,518],{},"Scheduling",[142,520,521],{},"Appointments"," — you can grant \"runs the rota and signs off payroll\" without handing over the client calendar.",[304,524,525,528,529,532],{},[142,526,527],{},"Client photos"," and ",[142,530,531],{},"clinical charts"," are separate from the client record — health imagery grants and revokes on its own.",[304,534,535,538],{},[142,536,537],{},"Compensation"," is its own area — someone can see their own earnings without seeing a colleague's.",[304,540,541,452,544,452,547,528,550,553],{},[142,542,543],{},"Purchasing",[142,545,546],{},"stock",[142,548,549],{},"transfers",[142,551,552],{},"products"," each grant independently, so a buyer can raise purchase orders without touching stock counts.",[168,555,557],{"id":556},"_2-which-rows-you-can-do-it-to","2. Which rows you can do it to",[136,559,560,561,564],{},"The ",[142,562,563],{},"data scope"," decides which records an action reaches:",[370,566,567,577],{},[373,568,569],{},[376,570,571,574],{},[379,572,573],{},"Scope",[379,575,576],{},"Meaning",[386,578,579,589,599,609,619],{},[376,580,581,586],{},[391,582,583],{},[142,584,585],{},"All",[391,587,588],{},"Everything in the business",[376,590,591,596],{},[391,592,593],{},[142,594,595],{},"Own",[391,597,598],{},"Only records belonging to this person",[376,600,601,606],{},[391,602,603],{},[142,604,605],{},"Assigned",[391,607,608],{},"Only records they're assigned to",[376,610,611,616],{},[391,612,613],{},[142,614,615],{},"Location",[391,617,618],{},"Only records at their location",[376,620,621,626],{},[391,622,623],{},[142,624,625],{},"None",[391,627,628],{},"Nothing",[136,630,631],{},"Staff-tier defaults reflect how a provider actually works: their own calendar, their assigned clients, their own timesheets, their own sales, their own reports and earnings.",[216,633,634],{},[136,635,636],{},"Granting an action without widening its scope is the most common configuration mistake. Someone with \"view all appointments\" but a scope of \"own\" will still only see their own calendar, and it will look like a bug.",[146,638,640],{"id":639},"fine-grained-client-access","Fine-grained client access",[136,642,643],{},"The client record is the most sensitive surface in the app, so it's split further:",[301,645,646,652,658,664,670],{},[304,647,648,651],{},[142,649,650],{},"Can view client profile"," — the base",[304,653,654,657],{},[142,655,656],{},"Can view contact details"," — email and phone",[304,659,660,663],{},[142,661,662],{},"Can view personal info"," — date of birth and home address",[304,665,666,669],{},[142,667,668],{},"Can view spending and wallet"," — lifetime value, balances, loyalty",[304,671,672],{},[142,673,674],{},"Can add and remove tags",[136,676,677,678,681],{},"Denied fields are masked in the interface ",[142,679,680],{},"and"," stripped from API responses — this is enforced at the server, not hidden with CSS.",[146,683,685],{"id":684},"building-a-custom-role","Building a custom role",[687,688,689,693,696,700,703,707,710,714,721,725],"steps",{},[168,690,692],{"id":691},"start-from-the-closest-system-role","Start from the closest system role",[136,694,695],{},"Duplicate it rather than building from an empty matrix. Empty matrices produce roles that can't do their job.",[168,697,699],{"id":698},"turn-on-the-areas-the-role-needs","Turn on the areas the role needs",[136,701,702],{},"Each area has a master toggle. The editor enforces parent-first ordering — a child permission can't take effect while its parent is off.",[168,704,706],{"id":705},"set-the-scope-for-each-area","Set the scope for each area",[136,708,709],{},"Only surfaces with end-to-end enforcement offer a scope picker, so every option you're shown actually does something.",[168,711,713],{"id":712},"preview-it","Preview it",[136,715,716,717,720],{},"Use ",[142,718,719],{},"View as"," to see the app exactly as that role sees it. This is the step people skip and then regret.",[168,722,724],{"id":723},"assign-it","Assign it",[136,726,727,728,214],{},"Set the role on each team member under ",[142,729,177],{},[146,731,733],{"id":732},"what-the-sidebar-tells-you","What the sidebar tells you",[136,735,736,737,740],{},"Every nav item is capability-gated, so people only see what they can open. An ",[142,738,739],{},"eye icon"," beside a link means view-only access — you can read the page but not change anything. It saves a click into a page where every button is disabled.",[216,742,743],{},[136,744,745],{},"Hiding a link is presentation. The real gate is on the server: every endpoint re-checks the capability and the scope. Restoring a hidden link in the browser gets you an error, not access.",[146,747,749],{"id":748},"multi-factor-authentication","Multi-factor authentication",[136,751,752],{},"Owners can require multi-factor authentication for the business. Once enforced, everyone is prompted to enrol at sign-in.",[146,754,756],{"id":755},"suspending-and-offboarding","Suspending and offboarding",[301,758,759,765],{},[304,760,761,764],{},[142,762,763],{},"Suspend"," locks someone out immediately while keeping their record and history intact",[304,766,767,770],{},[142,768,769],{},"Archive"," runs a reassignment wizard so their upcoming appointments and open work move to someone else before the record is closed",[136,772,773],{},"Neither deletes their history. Past sales, appointments and timesheets stay attached to them for reporting and payroll.",[146,775,777],{"id":776},"auditing","Auditing",[136,779,780,783],{},[142,781,782],{},"Settings → Compliance → Audit log"," records who did what and when — role changes, permission changes, refunds, voids, merges, deletions. Audit access is its own capability, so a compliance reviewer can read it without being an admin.",{"title":317,"searchDepth":23,"depth":23,"links":785},[786,787,791,792,799,800,801,802],{"id":364,"depth":23,"text":365},{"id":437,"depth":23,"text":438,"children":788},[789,790],{"id":444,"depth":33,"text":445},{"id":556,"depth":33,"text":557},{"id":639,"depth":23,"text":640},{"id":684,"depth":23,"text":685,"children":793},[794,795,796,797,798],{"id":691,"depth":33,"text":692},{"id":698,"depth":33,"text":699},{"id":705,"depth":33,"text":706},{"id":712,"depth":33,"text":713},{"id":723,"depth":33,"text":724},{"id":732,"depth":23,"text":733},{"id":748,"depth":23,"text":749},{"id":755,"depth":23,"text":756},{"id":776,"depth":23,"text":777},"The four starting roles, the two axes that control access, and how to build a custom role without locking yourself out.","i-lucide-shield-check",[],{},"\u002Fhelp\u002Fsettings\u002Froles-and-permissions",[809,810],"\u002Fhelp\u002Fteam\u002Fshifts-timesheets-and-time-off","\u002Fhelp\u002Fgrowth\u002Ffind-and-read-a-report",{"title":351,"description":803},"help\u002Fsettings\u002Froles-and-permissions","2026-09-01","TENSZfd1Unekw8skVK5ZgEABdPfFFfQpo8przNdYK7o",{"id":816,"title":817,"audience":8,"body":818,"category":94,"description":1176,"draft":335,"extension":336,"icon":1177,"keywords":1178,"meta":1179,"navigation":340,"order":1180,"path":289,"related":1181,"seo":1183,"stem":1184,"updatedAt":347,"__hash__":1185},"help\u002Fhelp\u002Fsettings\u002Fimport-your-data.md","Import your data from Fresha or another system",{"type":133,"value":819,"toc":1152},[820,824,831,835,839,856,869,873,876,880,883,903,907,1034,1038,1041,1050,1054,1060,1066,1070,1085,1089,1092,1125,1129],[136,821,822],{},[142,823,285],{},[136,825,826,827,830],{},"The importer is built around one promise: ",[142,828,829],{},"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.",[146,832,834],{"id":833},"get-your-files-out","Get your files out",[168,836,838],{"id":837},"from-fresha","From Fresha",[301,840,841,846,850],{},[304,842,843,845],{},[142,844,479],{}," → Options → Export to CSV",[304,847,848,845],{},[142,849,177],{},[304,851,852,853,855],{},"Everything else via ",[142,854,493],{},": Service list, Product list, Membership list, Waitlist detail, Stock movement summary, Appointment list, Sales log detail",[216,857,858],{},[136,859,860,861,864,865,868],{},"Set every date range to ",[142,862,863],{},"All Time",", and always export the ",[142,866,867],{},"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.",[168,870,872],{"id":871},"from-anything-else","From anything else",[136,874,875],{},"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.",[146,877,879],{"id":878},"what-wont-come-across","What won't come across",[136,881,882],{},"Three things, and it's worth knowing why before you start:",[301,884,885,891,897],{},[304,886,887,890],{},[142,888,889],{},"Saved cards."," For PCI reasons card details move processor-to-processor, never through a file. You re-collect them.",[304,892,893,896],{},[142,894,895],{},"Forms, consents and photos."," These aren't part of a standard export from any of these platforms.",[304,898,899,902],{},[142,900,901],{},"Mid-cycle membership billing."," Never resumed automatically. See the warning below.",[146,904,906],{"id":905},"the-four-steps","The four steps",[687,908,909,913,916,919,923,926,929,949,952,956,959,1012,1015,1018,1024,1028,1031],{},[168,910,912],{"id":911},"source","Source",[136,914,915],{},"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.",[136,917,918],{},"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.",[168,920,922],{"id":921},"map-columns","Map columns",[136,924,925],{},"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.",[136,927,928],{},"Three kinds of column:",[301,930,931,937,943],{},[304,932,933,936],{},[142,934,935],{},"Mapped"," — has a destination. Recognised automatically, suggested by AI, or set by you.",[304,938,939,942],{},[142,940,941],{},"Needs a decision"," — not recognised. Point it at a field to keep it, or acknowledge the loss explicitly and continue.",[304,944,945,948],{},[142,946,947],{},"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.",[136,950,951],{},"You confirm each file's mapping before you can move on.",[168,953,955],{"id":954},"dry-run","Dry run",[136,957,958],{},"Nothing has been written yet. The numbers on this screen are exactly what the import will do:",[370,960,961,970],{},[373,962,963],{},[376,964,965,968],{},[379,966,967],{},"Column",[379,969,576],{},[386,971,972,982,992,1002],{},[376,973,974,979],{},[391,975,976],{},[142,977,978],{},"Create",[391,980,981],{},"New records that will be added",[376,983,984,989],{},[391,985,986],{},[142,987,988],{},"Match existing",[391,990,991],{},"Rows that resolve to records you already have — these are linked, not duplicated",[376,993,994,999],{},[391,995,996],{},[142,997,998],{},"Skip",[391,1000,1001],{},"Rows that won't be imported",[376,1003,1004,1009],{},[391,1005,1006],{},[142,1007,1008],{},"Errors",[391,1010,1011],{},"Rows that failed validation",[136,1013,1014],{},"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.",[136,1016,1017],{},"If anything blocks the import, the screen says so plainly and nothing can be written until you resolve it.",[136,1019,1020,1023],{},[142,1021,1022],{},"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.",[168,1025,1027],{"id":1026},"import","Import",[136,1029,1030],{},"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.",[136,1032,1033],{},"The import runs in the background. You can leave the page and come back.",[146,1035,1037],{"id":1036},"reading-the-result","Reading the result",[136,1039,1040],{},"You get a per-entity breakdown of created, matched, skipped and errored, plus a downloadable report.",[430,1042,1043],{},[136,1044,1045,1046,1049],{},"A record count can legitimately be ",[142,1047,1048],{},"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.",[146,1051,1053],{"id":1052},"undoing-an-import","Undoing an import",[136,1055,1056,1059],{},[142,1057,1058],{},"Roll back"," deletes only the rows this import created. Rows that matched existing records are left untouched.",[1061,1062,1063],"caution",{},[136,1064,1065],{},"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.",[146,1067,1069],{"id":1068},"memberships-import-as-records-only","Memberships import as records only",[1061,1071,1072,1082],{},[136,1073,1074,1075,1078,1079],{},"Imported memberships are ",[142,1076,1077],{},"records only",". Auto-renew is off, no renewal date is set, and no redeemable credits are granted. ",[142,1080,1081],{},"No card is ever charged.",[136,1083,1084],{},"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.",[146,1086,1088],{"id":1087},"suggested-order","Suggested order",[136,1090,1091],{},"Although the importer handles dependencies itself, importing in stages makes problems easier to isolate:",[687,1093,1094,1096,1099,1103,1106,1108,1111,1115,1118,1122],{},[168,1095,479],{"id":44},[136,1097,1098],{},"The biggest file and the one everything else references. Check the matched-versus-created split carefully.",[168,1100,1102],{"id":1101},"services-and-products","Services and products",[136,1104,1105],{},"Your catalog. Review prices and durations after import.",[168,1107,177],{"id":74},[136,1109,1110],{},"Then set their working hours — imported team members won't appear on the calendar until they have hours.",[168,1112,1114],{"id":1113},"memberships-waitlist-and-stock","Memberships, waitlist and stock",[136,1116,1117],{},"Records only for memberships; see the warning above.",[168,1119,1121],{"id":1120},"appointments-and-sales","Appointments and sales",[136,1123,1124],{},"History last. These reference everything else, so import them once the rest is settled.",[146,1126,1128],{"id":1127},"after-the-import","After the import",[301,1130,1131,1137,1142,1149],{},[304,1132,1133,1134],{},"Set working hours for imported team members — ",[142,1135,1136],{},"Team → Scheduling",[304,1138,1139,1140],{},"Review imported prices and durations — ",[142,1141,144],{},[304,1143,1144,1145],{},"Look for duplicate clients and merge them — see ",[210,1146,1148],{"href":1147},"\u002Fhelp\u002Fclients\u002Fadd-and-find-clients","Add, find, and merge clients",[304,1150,1151],{},"Re-collect payment details for anyone on a membership",{"title":317,"searchDepth":23,"depth":23,"links":1153},[1154,1158,1159,1165,1166,1167,1168,1175],{"id":833,"depth":23,"text":834,"children":1155},[1156,1157],{"id":837,"depth":33,"text":838},{"id":871,"depth":33,"text":872},{"id":878,"depth":23,"text":879},{"id":905,"depth":23,"text":906,"children":1160},[1161,1162,1163,1164],{"id":911,"depth":33,"text":912},{"id":921,"depth":33,"text":922},{"id":954,"depth":33,"text":955},{"id":1026,"depth":33,"text":1027},{"id":1036,"depth":23,"text":1037},{"id":1052,"depth":23,"text":1053},{"id":1068,"depth":23,"text":1069},{"id":1087,"depth":23,"text":1088,"children":1169},[1170,1171,1172,1173,1174],{"id":44,"depth":33,"text":479},{"id":1101,"depth":33,"text":1102},{"id":74,"depth":33,"text":177},{"id":1113,"depth":33,"text":1114},{"id":1120,"depth":33,"text":1121},{"id":1127,"depth":23,"text":1128},"Move clients, services, products, team, memberships and more — mapped column by column, de-duplicated, and reversible in one click.","i-lucide-upload",[],{},30,[343,1147,1182],"\u002Fhelp\u002Fretail\u002Fmemberships",{"title":817,"description":1176},"help\u002Fsettings\u002Fimport-your-data","xDD0qfc0ryBwYt_R5M6hJ92l3wL3GJTAiwp_6wdsssA",{"id":1187,"title":1188,"audience":8,"body":1189,"category":94,"description":1575,"draft":335,"extension":336,"icon":1576,"keywords":1577,"meta":1578,"navigation":340,"order":1579,"path":1580,"related":1581,"seo":1582,"stem":1583,"updatedAt":813,"__hash__":1584},"help\u002Fhelp\u002Fsettings\u002Fmultiple-locations.md","Working with multiple locations",{"type":133,"value":1190,"toc":1562},[1191,1196,1199,1202,1206,1213,1216,1221,1225,1231,1235,1336,1340,1429,1437,1441,1447,1471,1475,1478,1489,1498,1502,1505,1509,1518,1522,1532,1536,1539,1542,1556],[136,1192,1193],{},[142,1194,1195],{},"Settings → Locations",[136,1197,1198],{},"A location is a place you operate from: its own address, timezone, opening hours, contact details, team, and service menu.",[136,1200,1201],{},"Clients pick a location first when booking online, and services, prices, team and receipts all scope to it.",[146,1203,1205],{"id":1204},"the-location-switcher","The location switcher",[136,1207,1208,1209,1212],{},"The switcher sits in the top bar, next to the organisation switcher. It sets your ",[142,1210,1211],{},"active location"," — the lens the whole app is looking through.",[136,1214,1215],{},"Your choice persists across reloads and devices, so you come back to the site you actually work at.",[216,1217,1218],{},[136,1219,1220],{},"If the calendar, stock levels or takings look wrong, check the switcher first. Nine times out of ten the data is correct and you're looking at the wrong site.",[168,1222,1224],{"id":1223},"all-locations","All locations",[136,1226,1227,1228,1230],{},"Users with the right permission also get an ",[142,1229,1224],{}," option — a rollup that shows the whole business at once. It's for owners and area managers; a front-desk role is normally pinned to their site.",[146,1232,1234],{"id":1233},"what-is-scoped-to-a-location","What is scoped to a location",[370,1236,1237,1247],{},[373,1238,1239],{},[376,1240,1241,1244],{},[379,1242,1243],{},"Thing",[379,1245,1246],{},"Scoping",[386,1248,1249,1258,1267,1277,1287,1297,1307,1316,1326],{},[376,1250,1251,1255],{},[391,1252,1253],{},[142,1254,521],{},[391,1256,1257],{},"Per location",[376,1259,1260,1265],{},[391,1261,1262],{},[142,1263,1264],{},"Working hours and shifts",[391,1266,1257],{},[376,1268,1269,1274],{},[391,1270,1271],{},[142,1272,1273],{},"Stock on hand",[391,1275,1276],{},"Per location — the same product has its own count at each site",[376,1278,1279,1284],{},[391,1280,1281],{},[142,1282,1283],{},"Service menu and prices",[391,1285,1286],{},"Per location, via the service matrix. Empty price cells inherit the base price.",[376,1288,1289,1294],{},[391,1290,1291],{},[142,1292,1293],{},"Payment policy",[391,1295,1296],{},"Optionally per location. A location with its own policy replaces the business one entirely.",[376,1298,1299,1304],{},[391,1300,1301],{},[142,1302,1303],{},"Online booking rules",[391,1305,1306],{},"Per location, overriding the business defaults",[376,1308,1309,1314],{},[391,1310,1311],{},[142,1312,1313],{},"Cash drawer sessions",[391,1315,1257],{},[376,1317,1318,1323],{},[391,1319,1320],{},[142,1321,1322],{},"Sales and receipts",[391,1324,1325],{},"Recorded against the location they happened at",[376,1327,1328,1333],{},[391,1329,1330],{},[142,1331,1332],{},"Public venue page",[391,1334,1335],{},"One per location",[146,1337,1339],{"id":1338},"what-is-shared-across-the-business","What is shared across the business",[370,1341,1342,1350],{},[373,1343,1344],{},[376,1345,1346,1348],{},[379,1347,1243],{},[379,1349,1246],{},[386,1351,1352,1361,1371,1381,1391,1401,1411,1419],{},[376,1353,1354,1358],{},[391,1355,1356],{},[142,1357,479],{},[391,1359,1360],{},"Business-wide. One person, one record, wherever they visit.",[376,1362,1363,1368],{},[391,1364,1365],{},[142,1366,1367],{},"Product catalog",[391,1369,1370],{},"Business-wide definitions; only the quantities are per location.",[376,1372,1373,1378],{},[391,1374,1375],{},[142,1376,1377],{},"Services",[391,1379,1380],{},"Business-wide definitions; availability and price are per location.",[376,1382,1383,1388],{},[391,1384,1385],{},[142,1386,1387],{},"Memberships, packages, gift cards",[391,1389,1390],{},"Business-wide, so a client can redeem where they like",[376,1392,1393,1398],{},[391,1394,1395],{},[142,1396,1397],{},"Team members",[391,1399,1400],{},"Business-wide, with a primary location each",[376,1402,1403,1408],{},[391,1404,1405],{},[142,1406,1407],{},"Forms, notes, policies, boards",[391,1409,1410],{},"Business-wide",[376,1412,1413,1417],{},[391,1414,1415],{},[142,1416,351],{},[391,1418,1410],{},[376,1420,1421,1426],{},[391,1422,1423],{},[142,1424,1425],{},"Tax rates",[391,1427,1428],{},"Applied across all locations, with per-service overrides",[430,1430,1431,1434],{},[136,1432,1433],{},"Clients being business-wide is deliberate. Someone who has a facial at your north site and a peel at the south site is one client with one history, not two half-histories.",[136,1435,1436],{},"The client directory does offer a location filter when you specifically want to see who books where.",[146,1438,1440],{"id":1439},"adding-a-location","Adding a location",[136,1442,1443,1446],{},[142,1444,1445],{},"Settings → Business setup → Add location."," Then set:",[301,1448,1449,1452,1459,1465,1468],{},[304,1450,1451],{},"Name, description, and business types",[304,1453,1454,1455,1458],{},"Address — or mark it as ",[142,1456,1457],{},"mobile and online services only"," if there's no premises",[304,1460,1461,1464],{},[142,1462,1463],{},"Timezone"," — set this carefully, it drives every time the calendar and emails display",[304,1466,1467],{},"Opening hours",[304,1469,1470],{},"Location email and phone",[146,1472,1474],{"id":1473},"publishing-a-location","Publishing a location",[136,1476,1477],{},"Each location has its own public profile at a readable URL, plus its own booking link.",[136,1479,1480,1481,1484,1485,1488],{},"A location is either ",[142,1482,1483],{},"Listed"," — publicly visible and bookable — or ",[142,1486,1487],{},"Unlisted",". Publishing runs a checklist first; if something required is missing, publishing is blocked and the checklist tells you what to finish.",[136,1490,1491,528,1494,1497],{},[142,1492,1493],{},"Copy booking link",[142,1495,1496],{},"Copy profile link"," give you the URLs to put on your website and socials.",[146,1499,1501],{"id":1500},"setting-the-primary-location","Setting the primary location",[136,1503,1504],{},"One location is the business primary. It's the default for anything that has to pick one when no location is specified.",[146,1506,1508],{"id":1507},"archiving-a-location","Archiving a location",[216,1510,1511],{},[136,1512,1513,1514,1517],{},"Archiving keeps the location's history intact but removes it from the switcher, from booking, and from new activity. ",[142,1515,1516],{},"Team members assigned there will need a new location."," Reassign people before you archive, not after.",[146,1519,1521],{"id":1520},"moving-stock-between-sites","Moving stock between sites",[136,1523,716,1524,1527,1528,214],{},[142,1525,1526],{},"Retail → Products → Transfers",". Stock leaves the source when the transfer is sent and arrives at the destination when it's received — see ",[210,1529,1531],{"href":1530},"\u002Fhelp\u002Fretail\u002Fproducts-and-stock","Products and stock",[146,1533,1535],{"id":1534},"reporting-across-locations","Reporting across locations",[136,1537,1538],{},"Most reports carry a location filter, and it lives in the URL alongside the date range.",[136,1540,1541],{},"Two reports are built specifically for multi-site businesses:",[301,1543,1544,1550],{},[304,1545,1546,1549],{},[142,1547,1548],{},"Location analytics"," — the picture per site",[304,1551,1552,1555],{},[142,1553,1554],{},"Performance by location"," — revenue, appointment volume and active staff, side by side",[136,1557,1558,1561],{},[142,1559,1560],{},"Cross-location redemptions"," shows where memberships, packages and gift cards sold at one site are being redeemed at another — the number to watch if sites are settled against each other.",{"title":317,"searchDepth":23,"depth":23,"links":1563},[1564,1567,1568,1569,1570,1571,1572,1573,1574],{"id":1204,"depth":23,"text":1205,"children":1565},[1566],{"id":1223,"depth":33,"text":1224},{"id":1233,"depth":23,"text":1234},{"id":1338,"depth":23,"text":1339},{"id":1439,"depth":23,"text":1440},{"id":1473,"depth":23,"text":1474},{"id":1500,"depth":23,"text":1501},{"id":1507,"depth":23,"text":1508},{"id":1520,"depth":23,"text":1521},{"id":1534,"depth":23,"text":1535},"Switch between sites, understand what is scoped to a location and what is shared across the business, and read the all-locations rollup.","i-lucide-map-pin",[],{},40,"\u002Fhelp\u002Fsettings\u002Fmultiple-locations",[341,1530,810],{"title":1188,"description":1575},"help\u002Fsettings\u002Fmultiple-locations","2IsNHOIrxfxhTLalhE84qR-rs14tynKlg3KLTrjnjN8",{"id":1586,"title":1587,"audience":8,"body":1588,"category":94,"description":1879,"draft":335,"extension":336,"icon":112,"keywords":1880,"meta":1881,"navigation":340,"order":1882,"path":1883,"related":1884,"seo":1885,"stem":1886,"updatedAt":813,"__hash__":1887},"help\u002Fhelp\u002Fsettings\u002Fonline-booking.md","Set up online booking",{"type":133,"value":1589,"toc":1865},[1590,1593,1597,1612,1619,1623,1633,1639,1643,1717,1720,1741,1745,1748,1752,1755,1761,1773,1776,1783,1787,1797,1801,1806,1810,1813,1817,1820,1824,1830,1837,1839],[136,1591,1592],{},"Online booking gives you a guest-facing page at a public URL. Clients pick a service, a time and a provider without creating an account.",[146,1594,1596],{"id":1595},"before-it-will-work","Before it will work",[216,1598,1599],{},[136,1600,1601,1602,452,1605,456,1608,1611],{},"Turning the toggle on is not enough. Public booking needs ",[142,1603,1604],{},"a location",[142,1606,1607],{},"at least one service",[142,1609,1610],{},"staff working hours",". Without all three the page has nothing to offer and bookings can't complete.",[136,1613,1614,1615,1618],{},"The setup checklist on ",[142,1616,1617],{},"Today"," only marks public booking as done once all three exist.",[146,1620,1622],{"id":1621},"turn-it-on","Turn it on",[136,1624,1625,1628,1629,1632],{},[142,1626,1627],{},"Settings → Booking",", on the ",[142,1630,1631],{},"Online booking"," tab",[136,1634,1635,1638],{},[142,1636,1637],{},"Accept bookings from the public link"," is the master switch. When it's on, anyone with the link can book. When it's off, the page returns a 404 rather than a \"we're closed\" message — the URL simply doesn't exist publicly.",[146,1640,1642],{"id":1641},"the-booking-rules","The booking rules",[370,1644,1645,1655],{},[373,1646,1647],{},[376,1648,1649,1652],{},[379,1650,1651],{},"Setting",[379,1653,1654],{},"What it controls",[386,1656,1657,1667,1677,1687,1697,1707],{},[376,1658,1659,1664],{},[391,1660,1661],{},[142,1662,1663],{},"Minimum notice",[391,1665,1666],{},"How soon before a slot a client can still book it. Stops someone booking the 9:00 at 8:57.",[376,1668,1669,1674],{},[391,1670,1671],{},[142,1672,1673],{},"Booking window",[391,1675,1676],{},"How far into the future clients can book",[376,1678,1679,1684],{},[391,1680,1681],{},[142,1682,1683],{},"Time slot interval",[391,1685,1686],{},"The spacing between offered start times — 15, 30 minutes, and so on",[376,1688,1689,1694],{},[391,1690,1691],{},[142,1692,1693],{},"Cancellation cutoff",[391,1695,1696],{},"Guests cannot cancel or reschedule online within this window",[376,1698,1699,1704],{},[391,1700,1701],{},[142,1702,1703],{},"Buffer before",[391,1705,1706],{},"Prep and setup time held before each appointment",[376,1708,1709,1714],{},[391,1710,1711],{},[142,1712,1713],{},"Buffer after",[391,1715,1716],{},"Cleanup and turnover time held after",[136,1718,1719],{},"Buffers are held on the calendar, so back-to-back online bookings don't leave you with no room to reset.",[430,1721,1722],{},[136,1723,560,1724,1727,1728,1731,1732,1736,1737,1740],{},[142,1725,1726],{},"cancellation cutoff"," and your ",[142,1729,1730],{},"cancellation fee window"," are two different settings. The cutoff decides whether the client can cancel ",[1733,1734,1735],"em",{},"online at all","; the fee window decides whether a cancellation is ",[1733,1738,1739],{},"charged",". Setting the cutoff shorter than the fee window means clients can cancel themselves into a fee — which may be exactly what you want, as long as it's deliberate.",[168,1742,1744],{"id":1743},"per-location-overrides","Per-location overrides",[136,1746,1747],{},"Each location can override the business defaults, so a quieter site can accept later bookings than your busiest one.",[146,1749,1751],{"id":1750},"the-venue-page","The venue page",[136,1753,1754],{},"Each location gets its own public profile — a branded landing page with your services, hours, address, and reviews — plus a booking link.",[136,1756,1757,1758,1760],{},"From ",[142,1759,1195],{},", each location can be:",[301,1762,1763,1768],{},[304,1764,1765,1767],{},[142,1766,1483],{}," — publicly visible and bookable",[304,1769,1770,1772],{},[142,1771,1487],{}," — not publicly reachable",[136,1774,1775],{},"Publishing runs a checklist first and tells you what's missing if it can't publish.",[136,1777,716,1778,528,1780,1782],{},[142,1779,1493],{},[142,1781,1496],{}," to get the URLs for your website, Google Business Profile, and social bios.",[146,1784,1786],{"id":1785},"which-services-appear","Which services appear",[136,1788,1789,1790,1792,1793,1796],{},"A service is offered online only if it's marked as online-bookable on its ",[142,1791,198],{}," tab, and enabled for that location in the service matrix. The services list has an ",[142,1794,1795],{},"Online-bookable only"," filter so you can check what a client will actually see.",[146,1798,1800],{"id":1799},"payment-terms-at-booking","Payment terms at booking",[136,1802,1803,1804,214],{},"If your payment policy requires a card or a deposit, the terms are shown to the guest before they confirm — what's due, the free-cancellation window, and the fee amounts. That copy is generated from your settings; you don't maintain it. See ",[210,1805,234],{"href":233},[146,1807,1809],{"id":1808},"what-a-guest-can-do-after-booking","What a guest can do after booking",[136,1811,1812],{},"The confirmation carries a link that lets them view, reschedule or cancel without signing in — subject to your cancellation cutoff.",[146,1814,1816],{"id":1815},"embedding-on-your-own-site","Embedding on your own site",[136,1818,1819],{},"The booking flow can be embedded in an iframe on your own website, so clients book without leaving your domain.",[146,1821,1823],{"id":1822},"beyond-appointments","Beyond appointments",[136,1825,1826,1827,214],{},"The public venue pages can also sell, if you enable them: gift cards, memberships, packages, group bookings, and a retail shop with checkout. Storefront features are configured under ",[142,1828,1829],{},"Settings → Store",[136,1831,1832,1833,1836],{},"Online orders placed through the shop land in a fulfilment queue at ",[142,1834,1835],{},"POS → Online orders",", where staff move them through Ready, Shipped and Completed.",[146,1838,299],{"id":298},[301,1840,1841,1847,1853,1859],{},[304,1842,1843,1846],{},[142,1844,1845],{},"Growth → Reports → Online"," — bookings taken through the public flow",[304,1848,1849,1852],{},[142,1850,1851],{},"Growth → Reports → Booking funnel"," — where guests drop out",[304,1854,1855,1858],{},[142,1856,1857],{},"Growth → Reports → Cart abandonment"," — started and unfinished purchases",[304,1860,1861,1864],{},[142,1862,1863],{},"Growth → Reports → Channel rollup"," — online against every other channel",{"title":317,"searchDepth":23,"depth":23,"links":1866},[1867,1868,1869,1872,1873,1874,1875,1876,1877,1878],{"id":1595,"depth":23,"text":1596},{"id":1621,"depth":23,"text":1622},{"id":1641,"depth":23,"text":1642,"children":1870},[1871],{"id":1743,"depth":33,"text":1744},{"id":1750,"depth":23,"text":1751},{"id":1785,"depth":23,"text":1786},{"id":1799,"depth":23,"text":1800},{"id":1808,"depth":23,"text":1809},{"id":1815,"depth":23,"text":1816},{"id":1822,"depth":23,"text":1823},{"id":298,"depth":23,"text":299},"Turn on the public booking page, control notice and buffers, and get your venue links onto your website and socials.",[],{},50,"\u002Fhelp\u002Fsettings\u002Fonline-booking",[1580,233,341],{"title":1587,"description":1879},"help\u002Fsettings\u002Fonline-booking","5sEQU912XkVMVMeLtTmoy2DIiev4DNEH0eaxJcsmIhQ",{"id":1889,"title":1890,"audience":8,"body":1891,"category":94,"description":2079,"draft":335,"extension":336,"icon":31,"keywords":2080,"meta":2087,"navigation":340,"order":2088,"path":2089,"related":2090,"seo":2092,"stem":2093,"updatedAt":2094,"__hash__":2095},"help\u002Fhelp\u002Fsettings\u002Fconnect-payments.md","Connect card payments with Stripe",{"type":133,"value":1892,"toc":2063},[1893,1908,1914,1918,1963,1967,2009,2013,2016,2029,2033,2036,2040,2044,2047,2051,2054,2058],[136,1894,1895,1896,1899,1900,1903,1904,1907],{},"Go to ",[142,1897,1898],{},"Settings → Payments → Payment processor"," and click ",[142,1901,1902],{},"Connect payouts"," — Stripe's hosted onboarding verifies your business and collects the bank account your payouts land in. Once the status chip reads ",[142,1905,1906],{},"Enabled",", you can charge cards everywhere in Owneli.",[136,1909,1910,1913],{},[142,1911,1912],{},"Before you start:"," you need an admin account, your business details, and your bank account number.",[146,1915,1917],{"id":1916},"how-do-i-connect-stripe-to-owneli","How do I connect Stripe to Owneli?",[687,1919,1920,1924,1928,1932,1942,1946,1953,1957],{},[168,1921,1923],{"id":1922},"open-the-payments-settings","Open the payments settings",[136,1925,1926,214],{},[142,1927,1898],{},[168,1929,1931],{"id":1930},"start-onboarding","Start onboarding",[136,1933,1934,1935,1938,1939,1941],{},"On the ",[142,1936,1937],{},"Card payments"," card, click ",[142,1940,1902],{},". You're taken to Stripe's secure onboarding for business details, identity verification, and your payout bank account.",[168,1943,1945],{"id":1944},"finish-on-stripe-and-return","Finish on Stripe and return",[136,1947,1948,1949,1952],{},"When Stripe is done, you come back to Owneli. If you leave partway through, the button becomes ",[142,1950,1951],{},"Resume onboarding"," — nothing is lost.",[168,1954,1956],{"id":1955},"check-the-status-chip","Check the status chip",[136,1958,1959,1960,1962],{},"Wait for it to read ",[142,1961,1906],{}," — that's when charging goes live.",[146,1964,1966],{"id":1965},"what-the-status-chip-means","What the status chip means",[370,1968,1969,1978],{},[373,1970,1971],{},[376,1972,1973,1976],{},[379,1974,1975],{},"Status",[379,1977,576],{},[386,1979,1980,1990,2000],{},[376,1981,1982,1987],{},[391,1983,1984],{},[142,1985,1986],{},"Not connected",[391,1988,1989],{},"Onboarding hasn't started",[376,1991,1992,1997],{},[391,1993,1994],{},[142,1995,1996],{},"Pending review",[391,1998,1999],{},"Stripe is verifying your details — usually quick, sometimes a day or two",[376,2001,2002,2006],{},[391,2003,2004],{},[142,2005,1906],{},[391,2007,2008],{},"Charges are live everywhere in Owneli",[146,2010,2012],{"id":2011},"what-connecting-unlocks","What connecting unlocks",[136,2014,2015],{},"Card payments across the app: the POS, online booking deposits, saved cards on file, pay-by-link self-checkout, membership billing, and late-cancellation \u002F no-show fees.",[216,2017,2018],{},[136,2019,2020,2021,2024,2025,214],{},"Connecting Stripe alone doesn't start requiring deposits. Deposits and fees only apply once you configure ",[142,2022,2023],{},"when"," they apply — that's ",[210,2026,2028],{"href":2027},"\u002Fhelp\u002Fsettings\u002Fpayment-policy","Set your payment policy",[146,2030,2032],{"id":2031},"payouts","Payouts",[136,2034,2035],{},"Stripe pays your balance to the bank account you added, on Stripe's standard payout schedule. Bank changes and dispute handling are managed on Stripe's side.",[146,2037,2039],{"id":2038},"common-questions","Common questions",[168,2041,2043],{"id":2042},"who-can-connect-payments","Who can connect payments?",[136,2045,2046],{},"Admins only — the page is admin-gated.",[168,2048,2050],{"id":2049},"the-page-says-card-processing-isnt-configured-what-does-that-mean","The page says card processing isn't configured — what does that mean?",[136,2052,2053],{},"That's a platform-level state (the Owneli environment has no payment processor set up), not something a business admin can fix from Settings. Contact support.",[168,2055,2057],{"id":2056},"can-staff-type-a-clients-card-number-into-owneli","Can staff type a client's card number into Owneli?",[136,2059,2060,2061,214],{},"No — by design. Cards are captured by the client themselves through a secure link, so your staff never handle card numbers. See ",[210,2062,234],{"href":233},{"title":317,"searchDepth":23,"depth":23,"links":2064},[2065,2071,2072,2073,2074],{"id":1916,"depth":23,"text":1917,"children":2066},[2067,2068,2069,2070],{"id":1922,"depth":33,"text":1923},{"id":1930,"depth":33,"text":1931},{"id":1944,"depth":33,"text":1945},{"id":1955,"depth":33,"text":1956},{"id":1965,"depth":23,"text":1966},{"id":2011,"depth":23,"text":2012},{"id":2031,"depth":23,"text":2032},{"id":2038,"depth":23,"text":2039,"children":2075},[2076,2077,2078],{"id":2042,"depth":33,"text":2043},{"id":2049,"depth":33,"text":2050},{"id":2056,"depth":33,"text":2057},"How to connect Stripe to Owneli so you can take card payments, deposits, and no-show fees — onboarding steps, statuses, and payouts.",[2081,2082,2083,2084,2085,2086],"connect stripe","take card payments","set up payments","stripe onboarding","payouts bank account","card processing setup",{},60,"\u002Fhelp\u002Fsettings\u002Fconnect-payments",[2027,2091,233],"\u002Fhelp\u002Fcheckout\u002Ftake-a-payment",{"title":1890,"description":2079},"help\u002Fsettings\u002Fconnect-payments","2026-08-14","gmfphXisYm29kwfTtJ7FNbLE9JGq8rdBX8IvzKxZLBk",{"id":2097,"title":2098,"audience":8,"body":2099,"category":94,"description":2316,"draft":335,"extension":336,"icon":2317,"keywords":2318,"meta":2325,"navigation":340,"order":2326,"path":2027,"related":2327,"seo":2329,"stem":2330,"updatedAt":2094,"__hash__":2331},"help\u002Fhelp\u002Fsettings\u002Fpayment-policy.md","Set your payment policy — deposits and no-show fees",{"type":133,"value":2100,"toc":2300},[2101,2108,2117,2121,2182,2186,2189,2203,2207,2221,2257,2259,2262,2271,2273,2277,2280,2284,2293,2297],[136,2102,2103,2104,2107],{},"Your payment policy decides what clients commit to when they book: nothing, a deposit, or a card on file — plus what a late cancellation or no-show costs them. Admins configure it in ",[142,2105,2106],{},"Settings → Payments → Payment policy","; a live preview shows exactly what clients will read.",[136,2109,2110,2112,2113,2116],{},[142,2111,1912],{}," ",[210,2114,2115],{"href":2089},"connect card payments"," — deposits and fees need a way to charge.",[146,2118,2120],{"id":2119},"what-are-the-payment-policy-options","What are the payment policy options?",[370,2122,2123,2136],{},[373,2124,2125],{},[376,2126,2127,2130,2133],{},[379,2128,2129],{},"Mode",[379,2131,2132],{},"Money at booking",[379,2134,2135],{},"Fees chargeable later?",[386,2137,2138,2150,2170],{},[376,2139,2140,2145,2147],{},[391,2141,2142],{},[142,2143,2144],{},"No payment required",[391,2146,625],{},[391,2148,2149],{},"No — without a captured card, fees can't be collected",[376,2151,2152,2157,2167],{},[391,2153,2154],{},[142,2155,2156],{},"Deposit",[391,2158,2159,2160,2163,2164],{},"Part of the price, fixed ",[142,2161,2162],{},"$"," or ",[142,2165,2166],{},"%",[391,2168,2169],{},"Yes",[376,2171,2172,2177,2180],{},[391,2173,2174],{},[142,2175,2176],{},"Card on file",[391,2178,2179],{},"None — a card is securely saved",[391,2181,2169],{},[146,2183,2185],{"id":2184},"cancellation-and-no-show-fees","Cancellation and no-show fees",[136,2187,2188],{},"When a card is captured (deposit or card-on-file mode), you can turn on:",[301,2190,2191,2197],{},[304,2192,2193,2196],{},[142,2194,2195],{},"Late-cancellation fee"," — choose the free-cancellation window (1 to 72 hours before the appointment) and a fixed or percentage fee. Cancelling inside the window is free.",[304,2198,2199,2202],{},[142,2200,2201],{},"No-show fee"," — its own fixed or percentage amount for clients who don't arrive.",[146,2204,2206],{"id":2205},"fine-tuning","Fine-tuning",[301,2208,2209,2215],{},[304,2210,2211,2214],{},[142,2212,2213],{},"Minimum booking value"," — apply the policy only above a threshold, so a quick low-price service doesn't demand a card.",[304,2216,2217,2220],{},[142,2218,2219],{},"Escalation threshold"," — in \"no payment\" or \"card on file\" mode, additionally require payment above a certain booking value, so big bookings carry commitment even when small ones don't.",[687,2222,2223,2227,2230,2234,2243,2247,2250,2254],{},[168,2224,2226],{"id":2225},"pick-a-mode","Pick a mode",[136,2228,2229],{},"Choose one of the three radio cards.",[168,2231,2233],{"id":2232},"set-the-amounts","Set the amounts",[136,2235,2236,2237,2239,2240,2242],{},"Deposit amount, fee amounts, and the cancellation window — toggling ",[142,2238,2162],{}," \u002F ",[142,2241,2166],{}," where offered.",[168,2244,2246],{"id":2245},"read-the-client-preview","Read the client preview",[136,2248,2249],{},"The preview panel shows the exact bullets a client sees when booking. If it reads wrong to you, it will read wrong to them.",[168,2251,2253],{"id":2252},"save","Save",[136,2255,2256],{},"The policy applies to new bookings from now on.",[146,2258,1744],{"id":1743},[136,2260,2261],{},"The policy here is the business default. A location can carry its own override — the same editor appears in the location's settings — for markets that genuinely differ.",[216,2263,2264],{},[136,2265,2266,2267,2270],{},"Automatic enforcement applies to ",[142,2268,2269],{},"client-facing booking"," (your online booking page and links). When staff book from the calendar, the panel shows what the policy asks for, but staff can override it for that one booking — and overriding down to \"no card\" waives the ability to charge that client a fee later.",[146,2272,2039],{"id":2038},[168,2274,2276],{"id":2275},"can-i-have-different-deposits-for-different-services","Can I have different deposits for different services?",[136,2278,2279],{},"The policy is value-based, not per-service: use the minimum value and escalation threshold to make expensive bookings carry more commitment.",[168,2281,2283],{"id":2282},"when-is-the-no-show-fee-actually-charged","When is the no-show fee actually charged?",[136,2285,2286,2287,2290,2291,214],{},"By your team, from the appointment, when they mark a no-show — the policy makes it ",[1733,2288,2289],{},"chargeable",", it doesn't fire automatically. See ",[210,2292,234],{"href":233},[168,2294,2296],{"id":2295},"does-changing-the-policy-affect-existing-bookings","Does changing the policy affect existing bookings?",[136,2298,2299],{},"Each booking carries the payment terms it was made under — the new policy applies to bookings made after the change. ",{"title":317,"searchDepth":23,"depth":23,"links":2301},[2302,2303,2304,2310,2311],{"id":2119,"depth":23,"text":2120},{"id":2184,"depth":23,"text":2185},{"id":2205,"depth":23,"text":2206,"children":2305},[2306,2307,2308,2309],{"id":2225,"depth":33,"text":2226},{"id":2232,"depth":33,"text":2233},{"id":2245,"depth":33,"text":2246},{"id":2252,"depth":33,"text":2253},{"id":1743,"depth":23,"text":1744},{"id":2038,"depth":23,"text":2039,"children":2312},[2313,2314,2315],{"id":2275,"depth":33,"text":2276},{"id":2282,"depth":33,"text":2283},{"id":2295,"depth":33,"text":2296},"How to configure deposits, card-on-file, late-cancellation windows, and no-show fees in Owneli, with per-location overrides.","i-lucide-receipt-text",[2319,2320,2321,2322,2323,2324],"require a deposit","no show fee setup","cancellation fee policy","card on file booking","deposit percentage","late cancellation window",{},70,[2089,233,2328],"\u002Fhelp\u002Fcalendar\u002Freschedule-cancel-and-no-shows",{"title":2098,"description":2316},"help\u002Fsettings\u002Fpayment-policy","IyPbkEyOlruBHPTCP-IMPsZmz-LVOSNWVgpFD8ZJkdM",{"id":2333,"title":2334,"audience":8,"body":2335,"category":94,"description":2565,"draft":335,"extension":336,"icon":2566,"keywords":2567,"meta":2574,"navigation":340,"order":2575,"path":2576,"related":2577,"seo":2578,"stem":2579,"updatedAt":2094,"__hash__":2580},"help\u002Fhelp\u002Fsettings\u002Ftip-policy.md","Set your tip policy",{"type":133,"value":2336,"toc":2555},[2337,2348,2356,2360,2457,2461,2516,2519,2521,2524,2529,2531,2535,2538,2542,2545,2549],[136,2338,2339,2340,2343,2344,2347],{},"Tip settings live in ",[142,2341,2342],{},"Settings → Payments → Tips"," (admins only). They shape what the client is ",[1733,2345,2346],{},"offered"," — whether the prompt shows, which percentages are suggested, and how a tip is divided between providers. Tips are always the client's choice: there is no default, automatic, or mandatory tip in Owneli.",[136,2349,2350,2351,2355],{},"This article is the configuration side; ",[210,2352,2354],{"href":2353},"\u002Fhelp\u002Fcheckout\u002Ftips","Tips"," covers checkout day to day.",[146,2357,2359],{"id":2358},"what-can-i-configure-about-tips","What can I configure about tips?",[370,2361,2362,2371],{},[373,2363,2364],{},[376,2365,2366,2368],{},[379,2367,1651],{},[379,2369,2370],{},"What it does",[386,2372,2373,2383,2393,2411,2421,2431,2447],{},[376,2374,2375,2380],{},[391,2376,2377],{},[142,2378,2379],{},"Allow tips",[391,2381,2382],{},"Master switch — shows or hides the tip option at checkout. Turning it on never adds a charge.",[376,2384,2385,2390],{},[391,2386,2387],{},[142,2388,2389],{},"Suggested amounts",[391,2391,2392],{},"Editable percentage presets (e.g. 15 \u002F 18 \u002F 20). None is pre-selected; clients can always type a custom amount or leave nothing.",[376,2394,2395,2400],{},[391,2396,2397],{},[142,2398,2399],{},"Basis",[391,2401,2402,2403,2406,2407,2410],{},"Suggestions calculated on the ",[142,2404,2405],{},"subtotal before tax"," or the ",[142,2408,2409],{},"total after tax"," — math only, never a limit on what the client types.",[376,2412,2413,2418],{},[391,2414,2415],{},[142,2416,2417],{},"Include retail products",[391,2419,2420],{},"Off = only services count toward the suggestion, so nobody's nudged to tip on a serum.",[376,2422,2423,2428],{},[391,2424,2425],{},[142,2426,2427],{},"Split between providers",[391,2429,2430],{},"The default division when several team members worked the visit — see below.",[376,2432,2433,2438],{},[391,2434,2435],{},[142,2436,2437],{},"Tips with no provider",[391,2439,2440,2441,2163,2444,214],{},"On a retail-only or walk-in sale: the tip goes to ",[142,2442,2443],{},"the cashier",[142,2445,2446],{},"a shared house pool",[376,2448,2449,2454],{},[391,2450,2451],{},[142,2452,2453],{},"Tip out to support staff",[391,2455,2456],{},"Redirects a percentage of each provider's tip into a shared support pool — re-divides money the client left, never adds a charge.",[146,2458,2460],{"id":2459},"how-are-tips-split-between-providers","How are tips split between providers?",[370,2462,2463,2473],{},[373,2464,2465],{},[376,2466,2467,2470],{},[379,2468,2469],{},"Method",[379,2471,2472],{},"Share is proportional to",[386,2474,2475,2486,2496,2506],{},[376,2476,2477,2483],{},[391,2478,2479,2482],{},[142,2480,2481],{},"By effort (time)"," — recommended",[391,2484,2485],{},"The scheduled time each provider worked",[376,2487,2488,2493],{},[391,2489,2490],{},[142,2491,2492],{},"By service value",[391,2494,2495],{},"The price of each provider's services",[376,2497,2498,2503],{},[391,2499,2500],{},[142,2501,2502],{},"Equal",[391,2504,2505],{},"Even split between every provider",[376,2507,2508,2513],{},[391,2509,2510],{},[142,2511,2512],{},"Primary provider only",[391,2514,2515],{},"The whole tip to the appointment's main provider",[136,2517,2518],{},"The cashier can adjust the split at checkout — this setting is the starting point, not a cage.",[146,2520,1744],{"id":1743},[136,2522,2523],{},"The policy here is the business default. A location can carry its own override using the same editor in the location's settings.",[430,2525,2526],{},[136,2527,2528],{},"There is deliberately no auto-gratuity or mandatory-tip control. The client always decides, and can always decline — the settings only shape the offer.",[146,2530,2039],{"id":2038},[168,2532,2534],{"id":2533},"can-i-set-a-default-tip-thats-pre-selected","Can I set a default tip that's pre-selected?",[136,2536,2537],{},"No — none of the suggestions is ever pre-selected. That's a deliberate design choice, not a missing setting.",[168,2539,2541],{"id":2540},"can-i-add-a-mandatory-service-charge-instead","Can I add a mandatory service charge instead?",[136,2543,2544],{},"Not through tips — tips are client-controlled by definition. Talk to your admin about pricing the service itself accordingly.",[168,2546,2548],{"id":2547},"who-gets-the-tip-on-a-product-only-sale","Who gets the tip on a product-only sale?",[136,2550,2551,2552,2554],{},"Whatever you chose under ",[142,2553,2437],{},": the cashier who rang the sale, or the shared house pool.",{"title":317,"searchDepth":23,"depth":23,"links":2556},[2557,2558,2559,2560],{"id":2358,"depth":23,"text":2359},{"id":2459,"depth":23,"text":2460},{"id":1743,"depth":23,"text":1744},{"id":2038,"depth":23,"text":2039,"children":2561},[2562,2563,2564],{"id":2533,"depth":33,"text":2534},{"id":2540,"depth":33,"text":2541},{"id":2547,"depth":33,"text":2548},"How to configure tipping in Owneli — suggested tip percentages, pre- or post-tax basis, provider splits, and tip-outs to support staff.","i-lucide-hand-coins",[2568,2569,2570,2571,2572,2573],"tip settings","suggested tip percentages","split tips between staff","tip out support staff","gratuity settings","turn off tipping",{},80,"\u002Fhelp\u002Fsettings\u002Ftip-policy",[2353,2027],{"title":2334,"description":2565},"help\u002Fsettings\u002Ftip-policy","6nWtjIQNKDkfFr9cfd11VwwBEI5KGwbSVDaNAf9GsR8",{"id":2582,"title":2583,"audience":8,"body":2584,"category":94,"description":2732,"draft":335,"extension":336,"icon":2733,"keywords":2734,"meta":2741,"navigation":340,"order":2742,"path":2743,"related":2744,"seo":2745,"stem":2746,"updatedAt":2094,"__hash__":2747},"help\u002Fhelp\u002Fsettings\u002Ftax-rates.md","Set up tax rates",{"type":133,"value":2585,"toc":2718},[2586,2593,2597,2618,2624,2628,2635,2676,2679,2683,2686,2691,2693,2697,2704,2708,2711,2715],[136,2587,2588,2589,2592],{},"Create named tax rates once at ",[142,2590,2591],{},"Settings → Payments → Tax rates"," (admins only), then set which rate applies to services and which to products by default. A rate can be simple (\"HST — 13%\") or composite (\"GST 5% + PST 7%\") with each component reported under its own label.",[146,2594,2596],{"id":2595},"how-do-i-create-a-tax-rate","How do I create a tax rate?",[687,2598,2599,2603,2606,2610,2613,2615],{},[168,2600,2602],{"id":2601},"add-a-rate","Add a rate",[136,2604,2605],{},"Click the add button and name it the way your team knows it — \"HST\", \"Sales tax\", \"GST + PST\".",[168,2607,2609],{"id":2608},"add-its-components","Add its components",[136,2611,2612],{},"Each component has a label and a percentage. One component makes a simple rate; several make a composite rate, and the editor shows the running total.",[168,2614,2253],{"id":2252},[136,2616,2617],{},"The rate appears in the list with its total percentage and, for composite rates, the breakdown.",[2619,2620,2621],"tip",{},[136,2622,2623],{},"Composite rates aren't cosmetic — each component is tracked under its own label on receipts and in reporting, so a jurisdiction that wants GST and PST reported separately gets clean numbers.",[146,2625,2627],{"id":2626},"how-do-i-set-the-default-tax-for-services-and-products","How do I set the default tax for services and products?",[136,2629,2630,2631,2634],{},"Click ",[142,2632,2633],{},"Defaults"," on the tax-rates page:",[370,2636,2637,2650],{},[373,2638,2639],{},[376,2640,2641,2644,2647],{},[379,2642,2643],{},"Default",[379,2645,2646],{},"Applies to",[379,2648,2649],{},"Can be \"No tax\"?",[386,2651,2652,2664],{},[376,2653,2654,2659,2662],{},[391,2655,2656],{},[142,2657,2658],{},"Default service tax",[391,2660,2661],{},"Services at checkout",[391,2663,2169],{},[376,2665,2666,2671,2674],{},[391,2667,2668],{},[142,2669,2670],{},"Default product tax",[391,2672,2673],{},"Retail products",[391,2675,2169],{},[136,2677,2678],{},"They're separate because many regions tax services and goods differently.",[146,2680,2682],{"id":2681},"editing-and-removing-rates","Editing and removing rates",[136,2684,2685],{},"Edit a rate any time — the change applies to future sales. Removing a rate asks for confirmation first.",[430,2687,2688],{},[136,2689,2690],{},"Past sales keep the tax they were charged: each sale line records its tax percentage when rung up, so editing a rate never rewrites history.",[146,2692,2039],{"id":2038},[168,2694,2696],{"id":2695},"do-i-need-a-tax-rate-before-i-can-sell","Do I need a tax rate before I can sell?",[136,2698,2699,2700,2703],{},"No — defaults can be ",[142,2701,2702],{},"No tax",". But set them up before opening if you charge tax, or every early sale will need fixing by hand.",[168,2705,2707],{"id":2706},"can-different-locations-have-different-tax-rates","Can different locations have different tax rates?",[136,2709,2710],{},"Rates are defined business-wide. ",[168,2712,2714],{"id":2713},"where-does-the-tax-show-up","Where does the tax show up?",[136,2716,2717],{},"Itemised on the receipt at checkout and in your finance reports, broken down by component for composite rates.",{"title":317,"searchDepth":23,"depth":23,"links":2719},[2720,2725,2726,2727],{"id":2595,"depth":23,"text":2596,"children":2721},[2722,2723,2724],{"id":2601,"depth":33,"text":2602},{"id":2608,"depth":33,"text":2609},{"id":2252,"depth":33,"text":2253},{"id":2626,"depth":23,"text":2627},{"id":2681,"depth":23,"text":2682},{"id":2038,"depth":23,"text":2039,"children":2728},[2729,2730,2731],{"id":2695,"depth":33,"text":2696},{"id":2706,"depth":33,"text":2707},{"id":2713,"depth":33,"text":2714},"How to create tax rates in Owneli — simple or composite (GST + PST), and how to set the default tax applied to services and products.","i-lucide-percent",[2735,2736,2737,2738,2739,2740],"set up sales tax","tax rates","gst pst hst","composite tax rate","default tax on services","vat settings",{},90,"\u002Fhelp\u002Fsettings\u002Ftax-rates",[2091,341],{"title":2583,"description":2732},"help\u002Fsettings\u002Ftax-rates","YCc-ZbfYB9tFRvem2gNK4r9NumhQN_vcwMaTEDXj2Pc",{"id":2749,"title":2750,"audience":8,"body":2751,"category":94,"description":2929,"draft":335,"extension":336,"icon":2930,"keywords":2931,"meta":2938,"navigation":340,"order":2939,"path":2940,"related":2941,"seo":2942,"stem":2943,"updatedAt":2094,"__hash__":2944},"help\u002Fhelp\u002Fsettings\u002Frooms-and-equipment.md","Set up rooms and equipment",{"type":133,"value":2752,"toc":2914},[2753,2768,2778,2782,2811,2815,2853,2859,2864,2868,2875,2879,2886,2891,2893,2897,2900,2904,2907,2911],[136,2754,2755,2756,2758,2759,2762,2763,2767],{},"Create your rooms and equipment as ",[142,2757,190],{},", link them to the services that need them, and the calendar reserves one per booking — refusing to put two appointments on the same machine at the same time. They live under ",[142,2760,2761],{},"Settings → Scheduling & booking → Resources"," (the page itself is ",[2764,2765,2766],"code",{},"\u002Fresources",").",[136,2769,2770,2773,2774,2777],{},[142,2771,2772],{},"Who can do this:"," anyone with the ",[142,2775,2776],{},"appointments — manage"," capability — it's not tied to a role tier.",[146,2779,2781],{"id":2780},"how-do-i-create-a-room-or-a-piece-of-equipment","How do I create a room or a piece of equipment?",[687,2783,2784,2788,2791,2795,2804,2808],{},[168,2785,2787],{"id":2786},"add-the-resource","Add the resource",[136,2789,2790],{},"Click the add button and name it the way your team talks about it — \"Room 2\", \"IPL laser\", not an asset code.",[168,2792,2794],{"id":2793},"pick-its-kind","Pick its kind",[136,2796,2797,2163,2800,2803],{},[142,2798,2799],{},"Room",[142,2801,2802],{},"equipment",", plus an optional free-form type (\"Laser\", \"Chair\") — types become a filter once more than one exists.",[168,2805,2807],{"id":2806},"save-it","Save it",[136,2809,2810],{},"The resource appears in the list, ready to be attached to services.",[146,2812,2814],{"id":2813},"how-do-resources-connect-to-bookings","How do resources connect to bookings?",[370,2816,2817,2827],{},[373,2818,2819],{},[376,2820,2821,2824],{},[379,2822,2823],{},"Step",[379,2825,2826],{},"What happens",[386,2828,2829,2837,2845],{},[376,2830,2831,2834],{},[391,2832,2833],{},"You link a service to a resource",[391,2835,2836],{},"Done once, in the service's settings",[376,2838,2839,2842],{},[391,2840,2841],{},"Someone books that service",[391,2843,2844],{},"A matching resource is reserved for the appointment's duration",[376,2846,2847,2850],{},[391,2848,2849],{},"The resource is already taken",[391,2851,2852],{},"The calendar shows it busy and won't double-book it",[136,2854,2855,2856,214],{},"When staff book manually, equipment already taken at that time shows as busy in the booking panel — see ",[210,2857,2858],{"href":344},"Book an appointment",[2619,2860,2861],{},[136,2862,2863],{},"If two services can never run at once because they share one machine, don't police it in anyone's head — link both services to the same equipment resource and the calendar enforces it for you.",[146,2865,2867],{"id":2866},"reading-the-list","Reading the list",[136,2869,2870,2871,2874],{},"Each resource row shows ",[142,2872,2873],{},"how many services pin it"," — the direct answer to \"what breaks if I retire this?\". Filter by kind or type, or search by name.",[146,2876,2878],{"id":2877},"archiving-a-resource","Archiving a resource",[136,2880,2881,2882,2885],{},"Archive rather than delete: history stays intact, and the ",[142,2883,2884],{},"Show archived"," toggle brings it back into view.",[216,2887,2888],{},[136,2889,2890],{},"Check the linked-services count before archiving. Archiving a resource that services still require is how bookings stop being conflict-checked the way you expect.",[146,2892,2039],{"id":2038},[168,2894,2896],{"id":2895},"whats-the-difference-between-a-room-and-equipment","What's the difference between a room and equipment?",[136,2898,2899],{},"Only the category (and its filter). Both behave identically: reserved per booking, conflict-checked by the calendar.",[168,2901,2903],{"id":2902},"can-one-appointment-reserve-several-resources","Can one appointment reserve several resources?",[136,2905,2906],{},"A visit with multiple services reserves what each service needs — a room for the facial and the laser for the laser step.",[168,2908,2910],{"id":2909},"do-resources-belong-to-a-location","Do resources belong to a location?",[136,2912,2913],{},"Resources are managed in one list for the business. ",{"title":317,"searchDepth":23,"depth":23,"links":2915},[2916,2921,2922,2923,2924],{"id":2780,"depth":23,"text":2781,"children":2917},[2918,2919,2920],{"id":2786,"depth":33,"text":2787},{"id":2793,"depth":33,"text":2794},{"id":2806,"depth":33,"text":2807},{"id":2813,"depth":23,"text":2814},{"id":2866,"depth":23,"text":2867},{"id":2877,"depth":23,"text":2878},{"id":2038,"depth":23,"text":2039,"children":2925},[2926,2927,2928],{"id":2895,"depth":33,"text":2896},{"id":2902,"depth":33,"text":2903},{"id":2909,"depth":33,"text":2910},"How to create bookable rooms and equipment in Owneli, attach them to services, and let the calendar prevent double-booking a machine.","i-lucide-door-open",[2932,2933,2934,2935,2936,2937],"treatment rooms setup","equipment booking","resources calendar","prevent double booking machine","assign room to service","laser scheduling",{},100,"\u002Fhelp\u002Fsettings\u002Frooms-and-equipment",[341,344],{"title":2750,"description":2929},"help\u002Fsettings\u002Frooms-and-equipment","ePigl8Eu4QapvDLJNNj4XIRXuLSfuprBB7b0gNCApuA",{"id":2946,"title":2947,"audience":8,"body":2948,"category":94,"description":3133,"draft":335,"extension":336,"icon":3134,"keywords":3135,"meta":3142,"navigation":340,"order":3143,"path":3144,"related":3145,"seo":3147,"stem":3148,"updatedAt":2094,"__hash__":3149},"help\u002Fhelp\u002Fsettings\u002Fbrand-and-appearance.md","Brand and appearance",{"type":133,"value":2949,"toc":3118},[2950,2957,2961,3018,3022,3062,3067,3071,3090,3092,3096,3099,3103,3106,3110],[136,2951,2952,2953,2956],{},"Everything a client sees carries your brand, not Owneli's — and it's all themed from one place: ",[142,2954,2955],{},"Settings → Workspace → Organization details"," (admins only). Set your logo, colours, and email identity once and they flow through your booking page, client portal, and every email.",[146,2958,2960],{"id":2959},"what-does-the-organization-details-tab-control","What does the Organization details tab control?",[370,2962,2963,2972],{},[373,2964,2965],{},[376,2966,2967,2970],{},[379,2968,2969],{},"Section",[379,2971,227],{},[386,2973,2974,2984,2998,3008],{},[376,2975,2976,2981],{},[391,2977,2978],{},[142,2979,2980],{},"Business identity",[391,2982,2983],{},"Business name; logo upload (image file up to 2 MB)",[376,2985,2986,2991],{},[391,2987,2988],{},[142,2989,2990],{},"Brand colours",[391,2992,2993,2994,2997],{},"Primary + accent colour, curated presets, and a light\u002Fdark ",[142,2995,2996],{},"brand mode"," for client-facing surfaces",[376,2999,3000,3005],{},[391,3001,3002],{},[142,3003,3004],{},"Email identity",[391,3006,3007],{},"From name, reply-to address, business email signature, footer text",[376,3009,3010,3015],{},[391,3011,3012],{},[142,3013,3014],{},"Public contact",[391,3016,3017],{},"The contact email and phone shown to clients",[146,3019,3021],{"id":3020},"how-do-i-set-my-brand","How do I set my brand?",[687,3023,3024,3028,3031,3035,3040,3044,3054,3056],{},[168,3025,3027],{"id":3026},"upload-your-logo","Upload your logo",[136,3029,3030],{},"Click the logo control and pick an image file up to 2 MB. It appears on client-facing pages and emails.",[168,3032,3034],{"id":3033},"choose-your-colours","Choose your colours",[136,3036,3037,3038,214],{},"Pick a preset — Clinical Blue, Forest, Slate, Plum, Terracotta, Midnight — or set your exact primary and accent values. Choose light or dark ",[142,3039,2996],{},[168,3041,3043],{"id":3042},"set-your-email-identity","Set your email identity",[136,3045,560,3046,3049,3050,3053],{},[142,3047,3048],{},"from name"," is what clients see in their inbox; ",[142,3051,3052],{},"reply-to"," is where their replies land; the signature and footer are appended to business emails.",[168,3055,2253],{"id":2252},[136,3057,3058,3059,3061],{},"The tab tracks unsaved changes and shows a bar until you ",[142,3060,2253],{}," or discard. Changes apply immediately once saved.",[2619,3063,3064],{},[136,3065,3066],{},"There's exactly one brand chain — you never re-enter colours per page or per email. If your booking page and your emails ever look like different brands, that's a bug, not a setting: they read from the same place.",[146,3068,3070],{"id":3069},"personal-vs-business-email-signature","Personal vs business email signature",[136,3072,3073,3074,3077,3078,3081,3082,3085,3086,214],{},"The signature here is the ",[142,3075,3076],{},"business"," signature on automated emails. Your ",[142,3079,3080],{},"personal"," signature for one-to-one client emails — your name, title, photo — lives under ",[142,3083,3084],{},"Settings → Profile",". See ",[210,3087,3089],{"href":3088},"\u002Fhelp\u002Faccount\u002Fyour-profile-and-notification-preferences","Update your profile",[146,3091,2039],{"id":2038},[168,3093,3095],{"id":3094},"where-do-my-brand-colours-actually-show-up","Where do my brand colours actually show up?",[136,3097,3098],{},"The public venue and booking pages, the client portal, and client emails. The staff app keeps its own interface style.",[168,3100,3102],{"id":3101},"what-logo-size-works-best","What logo size works best?",[136,3104,3105],{},"Any common image format up to 2 MB. A wide, transparent-background version renders best across email and web.",[168,3107,3109],{"id":3108},"can-each-location-have-its-own-branding","Can each location have its own branding?",[136,3111,3112,3113,3117],{},"No — branding is business-wide. Locations differ in content (photos, hours, address) via their ",[210,3114,3116],{"href":3115},"\u002Fhelp\u002Fsettings\u002Fonline-presence","presence page",", not in brand.",{"title":317,"searchDepth":23,"depth":23,"links":3119},[3120,3121,3127,3128],{"id":2959,"depth":23,"text":2960},{"id":3020,"depth":23,"text":3021,"children":3122},[3123,3124,3125,3126],{"id":3026,"depth":33,"text":3027},{"id":3033,"depth":33,"text":3034},{"id":3042,"depth":33,"text":3043},{"id":2252,"depth":33,"text":2253},{"id":3069,"depth":23,"text":3070},{"id":2038,"depth":23,"text":2039,"children":3129},[3130,3131,3132],{"id":3094,"depth":33,"text":3095},{"id":3101,"depth":33,"text":3102},{"id":3108,"depth":33,"text":3109},"How to set your logo, brand colours, and email sender identity in Owneli — one place that themes your booking page, portal, and emails.","i-lucide-palette",[3136,3137,3138,3139,3140,3141],"upload logo","brand colors","customize booking page","email from name","reply to address","white label branding",{},110,"\u002Fhelp\u002Fsettings\u002Fbrand-and-appearance",[3115,3146],"\u002Fhelp\u002Fclients\u002Femails-and-care-guides",{"title":2947,"description":3133},"help\u002Fsettings\u002Fbrand-and-appearance","4-fTcScRRpNk5cxFPy5oVxNhrR9wDwGPI4XtYm4KDHA",{"id":3151,"title":3152,"audience":8,"body":3153,"category":94,"description":3388,"draft":335,"extension":336,"icon":112,"keywords":3389,"meta":3396,"navigation":340,"order":3397,"path":3115,"related":3398,"seo":3399,"stem":3400,"updatedAt":2094,"__hash__":3401},"help\u002Fhelp\u002Fsettings\u002Fonline-presence.md","Publish your online presence page",{"type":133,"value":3154,"toc":3373},[3155,3171,3184,3188,3250,3254,3294,3298,3301,3326,3338,3340,3344,3353,3357,3364,3368],[136,3156,3157,3158,3161,3162,3165,3166,3168,3169,214],{},"Every location gets a public venue page — where clients land from your booking link, Google profile, or Instagram bio. Build it with the guided wizard under ",[142,3159,3160],{},"Settings → Workspace → Locations → (your location) → Presence",", pass the readiness checks, and ",[142,3163,3164],{},"publish"," to flip it from ",[142,3167,1487],{}," to ",[142,3170,1483],{},[136,3172,3173,3176,3177,3180,3181,3183],{},[142,3174,3175],{},"Who can publish:"," the ",[142,3178,3179],{},"online booking — manage"," capability ",[1733,3182,680],{}," manager level or above — putting a business's public page live is a deliberate act.",[146,3185,3187],{"id":3186},"what-goes-on-the-presence-page","What goes on the presence page?",[370,3189,3190,3199],{},[373,3191,3192],{},[376,3193,3194,3196],{},[379,3195,2969],{},[379,3197,3198],{},"Content",[386,3200,3201,3211,3221,3231,3241],{},[376,3202,3203,3208],{},[391,3204,3205],{},[142,3206,3207],{},"The basics",[391,3209,3210],{},"Address (or \"no physical address\" for mobile businesses), phone, email, directions",[376,3212,3213,3218],{},[391,3214,3215],{},[142,3216,3217],{},"Description",[391,3219,3220],{},"What you do, in your own words",[376,3222,3223,3228],{},[391,3224,3225],{},[142,3226,3227],{},"Photos",[391,3229,3230],{},"Uploaded images with a chosen cover — pages with real photos convert",[376,3232,3233,3238],{},[391,3234,3235],{},[142,3236,3237],{},"Amenities, highlights, values",[391,3239,3240],{},"Picked from built-in lists (parking, accessibility, and so on)",[376,3242,3243,3247],{},[391,3244,3245],{},[142,3246,1467],{},[391,3248,3249],{},"Shown on the page",[146,3251,3253],{"id":3252},"how-do-i-publish-the-page","How do I publish the page?",[687,3255,3256,3260,3269,3273,3276,3280,3283,3286],{},[168,3257,3259],{"id":3258},"open-the-locations-presence-page","Open the location's Presence page",[136,3261,3262,3265,3266,214],{},[142,3263,3264],{},"Settings → Workspace → Locations",", open the location, go to ",[142,3267,3268],{},"Presence",[168,3270,3272],{"id":3271},"work-through-the-wizard","Work through the wizard",[136,3274,3275],{},"Fill each section above. You can save and come back — nothing is public yet.",[168,3277,3279],{"id":3278},"pass-the-readiness-checks","Pass the readiness checks",[136,3281,3282],{},"The page runs a checklist of what's still missing, with required items marked. Fix what's flagged.",[168,3284,3285],{"id":3164},"Publish",[136,3287,3288,3289,3168,3291,3293],{},"When the checks pass, publish flips the page from ",[142,3290,1487],{},[142,3292,1483],{}," — live at your venue URL immediately. You can unlist again at any time.",[146,3295,3297],{"id":3296},"after-its-live","After it's live",[136,3299,3300],{},"The Presence page becomes a small dashboard for that location:",[301,3302,3303,3309,3315],{},[304,3304,3305,3308],{},[142,3306,3307],{},"KPIs"," — new clients, average appointment value, share of bookings arriving online.",[304,3310,3311,3314],{},[142,3312,3313],{},"Recent activity"," — bookings and conversions attributed to the page.",[304,3316,3317,3320,3321,3325],{},[142,3318,3319],{},"Related add-ons"," — shortcuts to ",[210,3322,3324],{"href":3323},"\u002Fhelp\u002Fsettings\u002Fgoogle-reserve","Get found on Google"," and the Google rating boost.",[2619,3327,3328],{},[136,3329,3330,3331,3333,3334,3337],{},"Your brand colours and logo come from ",[210,3332,2947],{"href":3144}," — the presence wizard is about this location's ",[1733,3335,3336],{},"content",", not styling.",[146,3339,2039],{"id":2038},[168,3341,3343],{"id":3342},"whats-the-difference-between-unlisted-and-listed","What's the difference between unlisted and listed?",[136,3345,3346,3348,3349,3352],{},[142,3347,1487],{}," pages aren't reachable by the public; ",[142,3350,3351],{},"listed"," pages are live at your venue URL. Publishing is the switch between them.",[168,3354,3356],{"id":3355},"do-clients-need-the-presence-page-to-book-online","Do clients need the presence page to book online?",[136,3358,3359,3360,3363],{},"It's the front door — your booking flow lives behind it. Turn on ",[210,3361,3362],{"href":1883},"online booking"," and publish the page together.",[168,3365,3367],{"id":3366},"i-have-several-locations-one-page-or-many","I have several locations — one page or many?",[136,3369,3370,3371,214],{},"One page per location, each with its own content, photos, hours, and URL. See ",[210,3372,1188],{"href":1580},{"title":317,"searchDepth":23,"depth":23,"links":3374},[3375,3376,3382,3383],{"id":3186,"depth":23,"text":3187},{"id":3252,"depth":23,"text":3253,"children":3377},[3378,3379,3380,3381],{"id":3258,"depth":33,"text":3259},{"id":3271,"depth":33,"text":3272},{"id":3278,"depth":33,"text":3279},{"id":3164,"depth":33,"text":3285},{"id":3296,"depth":23,"text":3297},{"id":2038,"depth":23,"text":2039,"children":3384},[3385,3386,3387],{"id":3342,"depth":33,"text":3343},{"id":3355,"depth":33,"text":3356},{"id":3366,"depth":33,"text":3367},"How to build and publish each location's public page in Owneli — profile, photos, hours, readiness checks, and going from unlisted to listed.",[3390,3391,3392,3393,3394,3395],"publish my booking page","public venue page","business profile page","add photos to booking page","unlisted vs listed","online presence",{},120,[1883,3144,1580],{"title":3152,"description":3388},"help\u002Fsettings\u002Fonline-presence","iO9_3v5pdUSdohm2pJeD6P93yWYmleShuDuoIBW3OZs",{"id":3403,"title":3404,"audience":8,"body":3405,"category":94,"description":3617,"draft":335,"extension":336,"icon":3618,"keywords":3619,"meta":3626,"navigation":340,"order":3627,"path":3628,"related":3629,"seo":3630,"stem":3631,"updatedAt":2094,"__hash__":3632},"help\u002Fhelp\u002Fsettings\u002Fonline-shop.md","Set up the online shop",{"type":133,"value":3406,"toc":3606},[3407,3417,3426,3430,3436,3513,3520,3524,3538,3540,3543,3556,3560,3579,3581,3585,3590,3594,3597,3601],[136,3408,3409,3410,3413,3414,3416],{},"Turn on the shop in ",[142,3411,3412],{},"Settings → Storefront & integrations → Store",", flip on the things you sell — products, gift cards, memberships — and set your shipping rate and returns note. The shop appears on your public venue page, and orders land in ",[142,3415,1835],{}," for your team to fulfil.",[136,3418,3419,3421,3422,3425],{},[142,3420,2772],{}," the tab needs the ",[142,3423,3424],{},"store — manage"," capability; two sections inside need more (noted below).",[146,3427,3429],{"id":3428},"what-can-i-turn-on-in-the-store-settings","What can I turn on in the store settings?",[136,3431,3432,3435],{},[142,3433,3434],{},"Store enabled"," is the master switch. Below it, business-wide feature toggles:",[370,3437,3438,3448],{},[373,3439,3440],{},[376,3441,3442,3445],{},[379,3443,3444],{},"Toggle",[379,3446,3447],{},"What it sells or shows",[386,3449,3450,3460,3470,3480,3489,3503],{},[376,3451,3452,3457],{},[391,3453,3454],{},[142,3455,3456],{},"Gift cards",[391,3458,3459],{},"Gift cards purchasable online",[376,3461,3462,3467],{},[391,3463,3464],{},[142,3465,3466],{},"Memberships",[391,3468,3469],{},"Membership plans purchasable online",[376,3471,3472,3477],{},[391,3473,3474],{},[142,3475,3476],{},"Reviews",[391,3478,3479],{},"Client reviews on the storefront",[376,3481,3482,3486],{},[391,3483,3484],{},[142,3485,245],{},[391,3487,3488],{},"Product bundles",[376,3490,3491,3496],{},[391,3492,3493],{},[142,3494,3495],{},"Subscriptions",[391,3497,3498,3499,3502],{},"Repeat product orders, with a configurable ",[142,3500,3501],{},"subscribe discount"," %",[376,3504,3505,3510],{},[391,3506,3507],{},[142,3508,3509],{},"Recommendations",[391,3511,3512],{},"Suggested products",[136,3514,3515,3516,3519],{},"These toggles are org-wide on purpose — ",[1733,3517,3518],{},"what your brand sells online"," is a brand decision, the same at every location.",[146,3521,3523],{"id":3522},"economics","Economics",[301,3525,3526,3532],{},[304,3527,3528,3531],{},[142,3529,3530],{},"Flat shipping rate"," — charged to ship an order.",[304,3533,3534,3537],{},[142,3535,3536],{},"Returns note"," — your returns policy text, shown to buyers.",[146,3539,1744],{"id":1743},[136,3541,3542],{},"What legitimately varies by site — shipping rate, returns note, subscribe discount, or \"not sold online at this location\" — can be overridden per location at the bottom of the tab.",[430,3544,3545],{},[136,3546,3547,3548,3551,3552,3555],{},"Location overrides save through the location record, so they additionally require the ",[142,3549,3550],{},"locations — manage"," capability — roles without it won't see the section. The ",[142,3553,3554],{},"package lifecycle emails"," switch on this tab saves through organization settings and is admin-only.",[146,3557,3559],{"id":3558},"where-the-catalog-comes-from","Where the catalog comes from",[136,3561,3562,3563,3566,3567,3570,3571,452,3574,3578],{},"The store tab decides ",[1733,3564,3565],{},"whether"," there's a shop — ",[1733,3568,3569],{},"what's in it"," comes from your ",[210,3572,3573],{"href":1530},"product catalog",[210,3575,3577],{"href":3576},"\u002Fhelp\u002Fretail\u002Fgift-cards","gift cards",", and membership plans.",[146,3580,2039],{"id":2038},[168,3582,3584],{"id":3583},"where-do-online-orders-show-up","Where do online orders show up?",[136,3586,3587,3589],{},[142,3588,1835],{},", ready for your team to fulfil.",[168,3591,3593],{"id":3592},"can-one-location-opt-out-of-the-shop","Can one location opt out of the shop?",[136,3595,3596],{},"Yes — use its per-location override to disable selling online at that location while the rest of the business stays live.",[168,3598,3600],{"id":3599},"do-online-sales-respect-stock-levels","Do online sales respect stock levels?",[136,3602,3603,3604,214],{},"Products sell from the same catalog and stock as the POS — keep counts honest in ",[210,3605,1531],{"href":1530},{"title":317,"searchDepth":23,"depth":23,"links":3607},[3608,3609,3610,3611,3612],{"id":3428,"depth":23,"text":3429},{"id":3522,"depth":23,"text":3523},{"id":1743,"depth":23,"text":1744},{"id":3558,"depth":23,"text":3559},{"id":2038,"depth":23,"text":2039,"children":3613},[3614,3615,3616],{"id":3583,"depth":33,"text":3584},{"id":3592,"depth":33,"text":3593},{"id":3599,"depth":33,"text":3600},"How to turn on your Owneli online store, choose what's sold — products, gift cards, memberships — and set shipping, returns, and overrides.","i-lucide-store",[3620,3621,3622,3623,3624,3625],"sell products online","online store setup","sell gift cards online","storefront settings","shipping rate","online shop toggle",{},130,"\u002Fhelp\u002Fsettings\u002Fonline-shop",[1530,3576,3115],{"title":3404,"description":3617},"help\u002Fsettings\u002Fonline-shop","n5tSC7BgWlGVx6Xy4-PUZsZT5nfqhZ-FdTGKJZE8nIk",{"id":3634,"title":3635,"audience":8,"body":3636,"category":94,"description":3836,"draft":335,"extension":336,"icon":3837,"keywords":3838,"meta":3845,"navigation":340,"order":3846,"path":3847,"related":3848,"seo":3849,"stem":3850,"updatedAt":2094,"__hash__":3851},"help\u002Fhelp\u002Fsettings\u002Fconfigure-loyalty.md","Configure loyalty points, tiers, and referrals",{"type":133,"value":3637,"toc":3824},[3638,3650,3655,3659,3713,3717,3755,3759,3762,3766,3773,3777,3788,3793,3795,3799,3802,3806,3813,3817],[136,3639,3640,3641,3644,3645,3649],{},"The loyalty engine — points, rewards, tiers, and referrals — is configured at ",[142,3642,3643],{},"Settings → Storefront & integrations → Add-ons → Loyalty"," (admins only). Enable the add-on, then work through its four tabs. ",[210,3646,3648],{"href":3647},"\u002Fhelp\u002Fgrowth\u002Floyalty-and-referrals","Loyalty and referrals"," covers running it day to day.",[430,3651,3652],{},[136,3653,3654],{},"Loyalty is an add-on: if your plan bills it as paid, configuration stays locked until billing is active.",[146,3656,3658],{"id":3657},"what-do-the-four-loyalty-tabs-configure","What do the four loyalty tabs configure?",[370,3660,3661,3671],{},[373,3662,3663],{},[376,3664,3665,3668],{},[379,3666,3667],{},"Tab",[379,3669,3670],{},"What it defines",[386,3672,3673,3683,3693,3703],{},[376,3674,3675,3680],{},[391,3676,3677],{},[142,3678,3679],{},"Points",[391,3681,3682],{},"How points are earned and what they're worth",[376,3684,3685,3690],{},[391,3686,3687],{},[142,3688,3689],{},"Rewards",[391,3691,3692],{},"What points buy",[376,3694,3695,3700],{},[391,3696,3697],{},[142,3698,3699],{},"Tiers",[391,3701,3702],{},"The status ladder and its earn multipliers",[376,3704,3705,3710],{},[391,3706,3707],{},[142,3708,3709],{},"Referrals",[391,3711,3712],{},"Refer-a-friend rewards for both sides",[146,3714,3716],{"id":3715},"points-the-currency","Points — the currency",[301,3718,3719,3725,3731,3737,3743,3749],{},[304,3720,3721,3724],{},[142,3722,3723],{},"Earning rules"," — how actions convert to points (e.g. points per amount spent), each with an optional minimum qualifying amount and a cap per period.",[304,3726,3727,3730],{},[142,3728,3729],{},"Point value"," — what a point is worth when redeemed.",[304,3732,3733,3736],{},[142,3734,3735],{},"Redemption limits"," — minimum points to redeem, maximum share of a sale points can cover, and the redemption increment.",[304,3738,3739,3742],{},[142,3740,3741],{},"Accrual basis"," — earn on pre-tax or post-tax amounts.",[304,3744,3745,3748],{},[142,3746,3747],{},"Expiry"," — how many months points live.",[304,3750,3751,3754],{},[142,3752,3753],{},"Reverse on refund"," — claw points back when the earning sale is refunded.",[146,3756,3758],{"id":3757},"rewards-what-points-buy","Rewards — what points buy",[136,3760,3761],{},"Money-off or percentage rewards, each with its own point cost range, increment, and expiry once claimed.",[146,3763,3765],{"id":3764},"tiers-the-status-ladder","Tiers — the status ladder",[136,3767,3768,3769,3772],{},"Each tier carries a name, colour, a spend threshold to reach it, a spend to stay, a qualification window, and an ",[142,3770,3771],{},"earn multiplier"," so higher tiers earn faster. The tab renders the ladder visually, highest tier on top.",[146,3774,3776],{"id":3775},"referrals-refer-a-friend","Referrals — refer a friend",[136,3778,3779,3780,3783,3784,3787],{},"Configure what the ",[142,3781,3782],{},"referrer"," gets, what the ",[142,3785,3786],{},"new client"," gets, whether it's restricted to genuinely new clients, caps per referrer per period, and reward expiry.",[216,3789,3790],{},[136,3791,3792],{},"Changing point values or earning rules applies from that moment forward — it doesn't rewrite balances clients already hold. Devaluing earned points is a trust decision, not just a settings change; announce it before you do it.",[146,3794,2039],{"id":2038},[168,3796,3798],{"id":3797},"do-clients-see-their-points","Do clients see their points?",[136,3800,3801],{},"Yes — balances, tier, and rewards appear in the client portal, and staff see them on the client profile.",[168,3803,3805],{"id":3804},"can-points-cover-a-whole-sale","Can points cover a whole sale?",[136,3807,3808,3809,3812],{},"Only up to the ",[142,3810,3811],{},"maximum share"," you set in redemption limits — cap it below 100% if you want every sale to carry some cash.",[168,3814,3816],{"id":3815},"what-happens-to-points-on-a-refund","What happens to points on a refund?",[136,3818,3819,3820,3823],{},"If ",[142,3821,3822],{},"reverse on refund"," is on, the points earned by that sale are clawed back; off, the client keeps them.",{"title":317,"searchDepth":23,"depth":23,"links":3825},[3826,3827,3828,3829,3830,3831],{"id":3657,"depth":23,"text":3658},{"id":3715,"depth":23,"text":3716},{"id":3757,"depth":23,"text":3758},{"id":3764,"depth":23,"text":3765},{"id":3775,"depth":23,"text":3776},{"id":2038,"depth":23,"text":2039,"children":3832},[3833,3834,3835],{"id":3797,"depth":33,"text":3798},{"id":3804,"depth":33,"text":3805},{"id":3815,"depth":33,"text":3816},"How to set up the Owneli loyalty program — points earning rules, rewards, tier ladders with multipliers, and refer-a-friend rewards.","i-lucide-gem",[3839,3840,3841,3842,3843,3844],"loyalty program setup","points per dollar","reward tiers","refer a friend program","points expiry","redeem points settings",{},140,"\u002Fhelp\u002Fsettings\u002Fconfigure-loyalty",[3647],{"title":3635,"description":3836},"help\u002Fsettings\u002Fconfigure-loyalty","gmwORb3j9Ukfo-AoHeYTJUTSfSanu26R0onxvCcUhAA",{"id":3853,"title":3854,"audience":8,"body":3855,"category":94,"description":4034,"draft":335,"extension":336,"icon":4035,"keywords":4036,"meta":4042,"navigation":340,"order":4043,"path":4044,"related":4045,"seo":4046,"stem":4047,"updatedAt":2094,"__hash__":4048},"help\u002Fhelp\u002Fsettings\u002Fembed-booking.md","Embed booking on your website",{"type":133,"value":3856,"toc":4018},[3857,3868,3876,3880,3919,3923,3956,3968,3972,3979,3983,3988,3990,3994,3997,4001,4007,4011],[136,3858,3859,3860,3863,3864,3867],{},"Copy the embed snippet from ",[142,3861,3862],{},"Settings → Scheduling & booking → Booking → Online booking"," and paste it into your website's HTML — any element carrying the ",[2764,3865,3866],{},"data-workroom-book"," attribute becomes a \"Book now\" launcher that opens your booking flow in an overlay, without sending clients away from your site.",[136,3869,3870,3872,3873,3875],{},[142,3871,1912],{}," public ",[210,3874,3362],{"href":1883}," must be turned on — the embed is a doorway into it.",[146,3877,3879],{"id":3878},"how-do-i-embed-the-booking-widget","How do I embed the booking widget?",[687,3881,3882,3886,3895,3899,3905,3909,3912,3916],{},[168,3883,3885],{"id":3884},"open-the-online-booking-settings","Open the online booking settings",[136,3887,3888,3891,3892,3894],{},[142,3889,3890],{},"Settings → Scheduling & booking → Booking",", then the ",[142,3893,1631],{}," sub-tab.",[168,3896,3898],{"id":3897},"copy-the-snippet","Copy the snippet",[136,3900,560,3901,3904],{},[142,3902,3903],{},"Embed on your website"," field shows a ready-made snippet. Click to copy it.",[168,3906,3908],{"id":3907},"paste-it-into-your-site","Paste it into your site",[136,3910,3911],{},"Directly into your HTML, or via your site builder's custom-HTML \u002F embed block (Squarespace, Wix, WordPress all have one).",[168,3913,3915],{"id":3914},"test-it","Test it",[136,3917,3918],{},"Load your site and click the button — your booking flow opens in an overlay on top of the page.",[146,3920,3922],{"id":3921},"whats-in-the-snippet","What's in the snippet",[370,3924,3925,3934],{},[373,3926,3927],{},[376,3928,3929,3932],{},[379,3930,3931],{},"Part",[379,3933,2370],{},[386,3935,3936,3946],{},[376,3937,3938,3943],{},[391,3939,3940],{},[2764,3941,3942],{},"\u003Cscript src=\"...\u002Fembed\u002Fbook.js\" async>",[391,3944,3945],{},"Loads the booking widget once per page",[376,3947,3948,3953],{},[391,3949,3950],{},[2764,3951,3952],{},"\u003Ca data-workroom-book=\"your-business\">Book now\u003C\u002Fa>",[391,3954,3955],{},"The trigger — any element carrying this attribute opens the booking overlay",[2619,3957,3958],{},[136,3959,3960,3961,3964,3965,3967],{},"Style the trigger however you like — the snippet's ",[2764,3962,3963],{},"\u003Ca>"," is just a starting point. Put the ",[2764,3966,3866],{}," attribute on your existing \"Book now\" button and it becomes the launcher without changing its design.",[146,3969,3971],{"id":3970},"how-embedded-bookings-behave","How embedded bookings behave",[136,3973,3974,3975,3978],{},"The client picks a service, provider, and time exactly as on your venue page, and your ",[210,3976,3977],{"href":2027},"payment policy"," applies as usual. Bookings arrive in Owneli like any other online booking.",[146,3980,3982],{"id":3981},"the-simpler-alternative","The simpler alternative",[136,3984,3985,3986,214],{},"If editing HTML isn't an option — or your \"website\" is an Instagram bio — link straight to your public booking URL instead. It's shown on the same settings pane, and as a QR code under ",[210,3987,3324],{"href":3323},[146,3989,2039],{"id":2038},[168,3991,3993],{"id":3992},"does-the-embed-work-on-site-builders-like-wix-or-squarespace","Does the embed work on site builders like Wix or Squarespace?",[136,3995,3996],{},"Yes — paste the snippet into the builder's custom-HTML or embed block.",[168,3998,4000],{"id":3999},"can-i-have-several-book-buttons-on-one-page","Can I have several book buttons on one page?",[136,4002,4003,4004,4006],{},"Yes. Load the script once; every element with the ",[2764,4005,3866],{}," attribute becomes a trigger.",[168,4008,4010],{"id":4009},"will-it-slow-my-site-down","Will it slow my site down?",[136,4012,4013,4014,4017],{},"The script loads asynchronously (",[2764,4015,4016],{},"async","), so it doesn't block your page rendering.",{"title":317,"searchDepth":23,"depth":23,"links":4019},[4020,4026,4027,4028,4029],{"id":3878,"depth":23,"text":3879,"children":4021},[4022,4023,4024,4025],{"id":3884,"depth":33,"text":3885},{"id":3897,"depth":33,"text":3898},{"id":3907,"depth":33,"text":3908},{"id":3914,"depth":33,"text":3915},{"id":3921,"depth":23,"text":3922},{"id":3970,"depth":23,"text":3971},{"id":3981,"depth":23,"text":3982},{"id":2038,"depth":23,"text":2039,"children":4030},[4031,4032,4033],{"id":3992,"depth":33,"text":3993},{"id":3999,"depth":33,"text":4000},{"id":4009,"depth":33,"text":4010},"How 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.","i-lucide-code",[4037,4038,4039,4040,4041],"embed booking widget","book now button website","booking widget code","add booking to my site","squarespace wix booking embed",{},150,"\u002Fhelp\u002Fsettings\u002Fembed-booking",[1883,3323],{"title":3854,"description":4034},"help\u002Fsettings\u002Fembed-booking","_Cg_u--Ay19TXQBl9Avqoe_3Nu_K7hSZd-sJCaeoi5k",{"id":4050,"title":4051,"audience":8,"body":4052,"category":94,"description":4293,"draft":335,"extension":336,"icon":4294,"keywords":4295,"meta":4303,"navigation":340,"order":4304,"path":4305,"related":4306,"seo":4308,"stem":4309,"updatedAt":2094,"__hash__":4310},"help\u002Fhelp\u002Fsettings\u002Fconversion-tracking.md","Set up conversion tracking",{"type":133,"value":4053,"toc":4278},[4054,4061,4065,4068,4135,4177,4181,4233,4242,4246,4252,4254,4258,4261,4265,4268,4272],[136,4055,4056,4057,4060],{},"Conversion tracking tells your ad platforms which clicks turned into real bookings and purchases, so Google and Meta optimise toward clients — not just visitors. Connect it once at ",[142,4058,4059],{},"Settings → Storefront & integrations → Add-ons → Conversion tracking"," (admins only).",[146,4062,4064],{"id":4063},"how-do-i-connect-google-and-meta-tracking-to-owneli","How do I connect Google and Meta tracking to Owneli?",[136,4066,4067],{},"Paste the IDs from each platform into the form. Owneli validates the format as you type, so a typo'd ID is caught at the field instead of silently never firing.",[370,4069,4070,4083],{},[373,4071,4072],{},[376,4073,4074,4077,4080],{},[379,4075,4076],{},"Network",[379,4078,4079],{},"What you need",[379,4081,4082],{},"Where to find it",[386,4084,4085,4102,4122],{},[376,4086,4087,4092,4099],{},[391,4088,4089],{},[142,4090,4091],{},"Google Analytics 4",[391,4093,4094,4095,4098],{},"Measurement ID (",[2764,4096,4097],{},"G-…","), optionally an API secret",[391,4100,4101],{},"GA4 Admin → Data streams",[376,4103,4104,4109,4119],{},[391,4105,4106],{},[142,4107,4108],{},"Google Ads",[391,4110,4111,4112,4115,4116,4118],{},"Conversion ID (",[2764,4113,4114],{},"AW-…",") ",[142,4117,680],{}," conversion label",[391,4120,4121],{},"Google Ads → Goals → Conversions",[376,4123,4124,4129,4132],{},[391,4125,4126],{},[142,4127,4128],{},"Meta (Facebook\u002FInstagram)",[391,4130,4131],{},"Pixel ID, optionally a Conversions API token",[391,4133,4134],{},"Meta Events Manager",[687,4136,4137,4141,4144,4148,4155,4159,4170,4174],{},[168,4138,4140],{"id":4139},"enable-the-add-on","Enable the add-on",[136,4142,4143],{},"Open the page and turn conversion tracking on.",[168,4145,4147],{"id":4146},"paste-your-ids","Paste your IDs",[136,4149,4150,4151,4154],{},"Fill in each network you use. For Google Ads, the conversion ID alone fires nothing — the ",[142,4152,4153],{},"label"," is required with it.",[168,4156,4158],{"id":4157},"choose-the-conversion-event","Choose the conversion event",[136,4160,4161,4162,4165,4166,4169],{},"Pick what counts as a conversion: ",[142,4163,4164],{},"Schedule"," (a booking) or ",[142,4167,4168],{},"Purchase"," (a sale).",[168,4171,4173],{"id":4172},"save-and-test","Save and test",[136,4175,4176],{},"The status panel shows a dot per network. For Meta and GA4, use the built-in test to confirm the server-side connection is reachable; Meta also gets a deep link to its Test Events screen.",[146,4178,4180],{"id":4179},"what-the-status-dots-mean","What the status dots mean",[370,4182,4183,4191],{},[373,4184,4185],{},[376,4186,4187,4189],{},[379,4188,1975],{},[379,4190,576],{},[386,4192,4193,4203,4213,4223],{},[376,4194,4195,4200],{},[391,4196,4197],{},[142,4198,4199],{},"Reachable",[391,4201,4202],{},"Server-side sending is configured and the test passed",[376,4204,4205,4210],{},[391,4206,4207],{},[142,4208,4209],{},"Untested",[391,4211,4212],{},"Configured with a server secret, but not yet tested",[376,4214,4215,4220],{},[391,4216,4217],{},[142,4218,4219],{},"Browser only",[391,4221,4222],{},"Only the in-page tag fires — see the warning below",[376,4224,4225,4230],{},[391,4226,4227],{},[142,4228,4229],{},"Error",[391,4231,4232],{},"The test failed — recheck the secret or token",[216,4234,4235],{},[136,4236,4237,4238,4241],{},"A Meta pixel ",[142,4239,4240],{},"without"," a Conversions API token is browser-only: ad blockers silently drop those conversions, so your ads report fewer bookings than really happened. Add the CAPI token for reliable counting. Google Ads is browser-tag only by design and has no server test.",[146,4243,4245],{"id":4244},"eu-consent","EU consent",[136,4247,4248,4249,4251],{},"If you serve EU visitors, turn on the ",[142,4250,4245],{}," option so tracking respects the visitor's consent choice.",[146,4253,2039],{"id":2038},[168,4255,4257],{"id":4256},"where-do-conversions-get-tracked-from","Where do conversions get tracked from?",[136,4259,4260],{},"Your public venue pages — online booking and the online shop. Staff-side POS sales aren't ad conversions and don't fire.",[168,4262,4264],{"id":4263},"do-i-need-all-three-networks","Do I need all three networks?",[136,4266,4267],{},"No. Configure only the platforms you actually advertise on; each fires independently.",[168,4269,4271],{"id":4270},"why-does-google-ads-show-no-conversions","Why does Google Ads show no conversions?",[136,4273,4274,4275,4277],{},"Check that both the conversion ID ",[142,4276,680],{}," the label are filled in — the ID alone fires nothing — and remember browser-only tags undercount when ad blockers are present.",{"title":317,"searchDepth":23,"depth":23,"links":4279},[4280,4286,4287,4288],{"id":4063,"depth":23,"text":4064,"children":4281},[4282,4283,4284,4285],{"id":4139,"depth":33,"text":4140},{"id":4146,"depth":33,"text":4147},{"id":4157,"depth":33,"text":4158},{"id":4172,"depth":33,"text":4173},{"id":4179,"depth":23,"text":4180},{"id":4244,"depth":23,"text":4245},{"id":2038,"depth":23,"text":2039,"children":4289},[4290,4291,4292],{"id":4256,"depth":33,"text":4257},{"id":4263,"depth":33,"text":4264},{"id":4270,"depth":33,"text":4271},"Connect Google Analytics 4, Google Ads, and Meta Pixel to Owneli so online bookings and purchases report back to your ad platforms.","i-lucide-radar",[4296,4297,4298,4299,4300,4301,4302],"conversion tracking","google analytics booking tracking","meta pixel setup","facebook pixel bookings","google ads conversion","track ad conversions","ga4 measurement id",{},160,"\u002Fhelp\u002Fsettings\u002Fconversion-tracking",[3115,4307],"\u002Fhelp\u002Fgrowth\u002Fcampaigns",{"title":4051,"description":4293},"help\u002Fsettings\u002Fconversion-tracking","BxCZZUr_1Hlsf-GGUyRO7C7T3_HruH9N5LermqiWSvE",{"id":4312,"title":3324,"audience":8,"body":4313,"category":94,"description":4439,"draft":335,"extension":336,"icon":1576,"keywords":4440,"meta":4447,"navigation":340,"order":4448,"path":3323,"related":4449,"seo":4450,"stem":4451,"updatedAt":2094,"__hash__":4452},"help\u002Fhelp\u002Fsettings\u002Fgoogle-reserve.md",{"type":133,"value":4314,"toc":4424},[4315,4321,4325,4332,4371,4375,4392,4396,4399,4401,4405,4408,4412,4415,4419],[136,4316,4317,4318,4060],{},"You can let clients book you straight from Google Search and Maps by adding your Owneli booking link to your Google Business Profile. Owneli gives you the link (and a QR code) for each location at ",[142,4319,4320],{},"Settings → Storefront & integrations → Add-ons → Get found on Google",[146,4322,4324],{"id":4323},"how-do-i-add-my-booking-link-to-google","How do I add my booking link to Google?",[136,4326,4327,4328,4331],{},"The page lists every location with its booking URL, a ",[142,4329,4330],{},"Copy"," button, and a QR code. Then it's a two-minute edit on Google's side:",[687,4333,4334,4338,4344,4348,4357,4361,4364,4368],{},[168,4335,4337],{"id":4336},"open-your-google-business-profile","Open your Google Business Profile",[136,4339,4340,4341,214],{},"Search your business name on Google while signed in as its owner, then choose ",[142,4342,4343],{},"Edit profile",[168,4345,4347],{"id":4346},"find-the-bookings-section","Find the bookings section",[136,4349,1895,4350,4353,4354,214],{},[142,4351,4352],{},"Bookings",", or ",[142,4355,4356],{},"Add a link → Appointment \u002F Bookings",[168,4358,4360],{"id":4359},"paste-your-booking-link","Paste your booking link",[136,4362,4363],{},"Copy the location's link from Owneli and paste it into Google. Save.",[168,4365,4367],{"id":4366},"check-the-result","Check the result",[136,4369,4370],{},"Your profile on Search and Maps now shows a booking link — clients tap it and land directly in your online booking flow.",[146,4372,4374],{"id":4373},"before-you-start","Before you start",[301,4376,4377,4383],{},[304,4378,4379,4380,4382],{},"Public ",[210,4381,3362],{"href":1883}," must be live, or the link dead-ends.",[304,4384,4385,4386,4389,4390,214],{},"Each location has its ",[142,4387,4388],{},"own"," link — a multi-location business pastes the matching link into the matching Google profile. See ",[210,4391,1188],{"href":1580},[146,4393,4395],{"id":4394},"what-the-qr-codes-are-for","What the QR codes are for",[136,4397,4398],{},"The same page renders a QR code per location. Print it for the front desk, a window sticker, or business cards — scanning it opens the location's booking page.",[146,4400,2039],{"id":2038},[168,4402,4404],{"id":4403},"is-this-the-official-reserve-with-google-integration","Is this the official \"Reserve with Google\" integration?",[136,4406,4407],{},"It's the booking-link approach: your profile links out to your own booking page. There's no separate feed or partner software to install, and it works for any business Google lets add a booking link.",[168,4409,4411],{"id":4410},"which-link-do-i-use-if-i-have-several-locations","Which link do I use if I have several locations?",[136,4413,4414],{},"Each Google Business Profile represents one place — paste that location's link from the list, not another location's.",[168,4416,4418],{"id":4417},"do-bookings-from-google-look-different-in-owneli","Do bookings from Google look different in Owneli?",[136,4420,4421,4422,214],{},"No — they arrive as normal online bookings, subject to your booking rules and ",[210,4423,3977],{"href":2027},{"title":317,"searchDepth":23,"depth":23,"links":4425},[4426,4432,4433,4434],{"id":4323,"depth":23,"text":4324,"children":4427},[4428,4429,4430,4431],{"id":4336,"depth":33,"text":4337},{"id":4346,"depth":33,"text":4347},{"id":4359,"depth":33,"text":4360},{"id":4366,"depth":33,"text":4367},{"id":4373,"depth":23,"text":4374},{"id":4394,"depth":23,"text":4395},{"id":2038,"depth":23,"text":2039,"children":4435},[4436,4437,4438],{"id":4403,"depth":33,"text":4404},{"id":4410,"depth":33,"text":4411},{"id":4417,"depth":33,"text":4418},"Put your Owneli booking link on your Google Business Profile so clients can book straight from Google Search and Maps — no extra software.",[4441,4442,4443,4444,4445,4446],"book from google","google business profile booking link","google maps book button","reserve with google","google booking button","qr code booking link",{},170,[3115,1883,4044],{"title":3324,"description":4439},"help\u002Fsettings\u002Fgoogle-reserve","zxfj3muisIiP1XJx9CsxjIfYldq8QZBrRe1QXpAWbTQ",{"id":4454,"title":4455,"audience":8,"body":4456,"category":94,"description":4649,"draft":335,"extension":336,"icon":4650,"keywords":4651,"meta":4658,"navigation":340,"order":4659,"path":4660,"related":4661,"seo":4662,"stem":4663,"updatedAt":2094,"__hash__":4664},"help\u002Fhelp\u002Fsettings\u002Faudit-log.md","Read the audit log",{"type":133,"value":4457,"toc":4635},[4458,4464,4468,4479,4483,4486,4564,4592,4597,4601,4612,4614,4618,4621,4625,4628,4632],[136,4459,4460,4461,214],{},"The audit log is the permanent record of who did what in your business — role changes, refunds, deletions, permission edits, and every other sensitive action, each stamped with the person and the time. Open it from ",[142,4462,4463],{},"Settings → Compliance & data → Audit log",[146,4465,4467],{"id":4466},"who-can-see-the-audit-log","Who can see the audit log?",[136,4469,4470,4471,4474,4475,4478],{},"Access is its own capability — ",[142,4472,4473],{},"audit — view"," — not a role tier. That means a compliance reviewer can be granted read access to the log without being made an admin. The full-page log at ",[2764,4476,4477],{},"\u002Fsettings\u002Faudit"," is additionally admin-gated.",[146,4480,4482],{"id":4481},"how-do-i-find-a-specific-change","How do I find a specific change?",[136,4484,4485],{},"The log is filterable from every angle:",[370,4487,4488,4498],{},[373,4489,4490],{},[376,4491,4492,4495],{},[379,4493,4494],{},"Filter",[379,4496,4497],{},"Use it to answer",[386,4499,4500,4510,4520,4530,4540,4554],{},[376,4501,4502,4507],{},[391,4503,4504],{},[142,4505,4506],{},"Entity type",[391,4508,4509],{},"\"Show me everything that happened to gift cards\"",[376,4511,4512,4517],{},[391,4513,4514],{},[142,4515,4516],{},"Action",[391,4518,4519],{},"\"Show me every deletion\"",[376,4521,4522,4527],{},[391,4523,4524],{},[142,4525,4526],{},"Team member",[391,4528,4529],{},"\"What did this person change?\"",[376,4531,4532,4537],{},[391,4533,4534],{},[142,4535,4536],{},"Client",[391,4538,4539],{},"\"Everything that touched this client's record\"",[376,4541,4542,4547],{},[391,4543,4544],{},[142,4545,4546],{},"Severity",[391,4548,4549,4550,4553],{},"Info, notice, or ",[142,4551,4552],{},"critical"," — the shortlist worth reviewing",[376,4555,4556,4561],{},[391,4557,4558],{},[142,4559,4560],{},"Date range",[391,4562,4563],{},"Bound the search to the period in question",[687,4565,4566,4570,4574,4578,4581,4585],{},[168,4567,4569],{"id":4568},"open-the-log","Open the log",[136,4571,4572,214],{},[142,4573,4463],{},[168,4575,4577],{"id":4576},"narrow-it-down","Narrow it down",[136,4579,4580],{},"Combine filters — a team member plus a date range plus an action gets you from \"50 pages\" to \"the six entries that matter\".",[168,4582,4584],{"id":4583},"open-an-entry","Open an entry",[136,4586,4587,4588,4591],{},"Each entry shows who, what, and when. Where a record was changed, the ",[142,4589,4590],{},"diff viewer"," shows the before and after values side by side, so \"someone edited the price\" becomes \"changed from $120 to $90\".",[2619,4593,4594],{},[136,4595,4596],{},"Other pages deep-link here pre-filtered — a client profile or a form submission can jump you straight to its own audit trail, already scoped to that record.",[146,4598,4600],{"id":4599},"can-audit-entries-be-edited-or-deleted","Can audit entries be edited or deleted?",[136,4602,4603,4604,4607,4608,214],{},"No. The log is append-only by design and is ",[142,4605,4606],{},"not"," touched by your data-retention purge — entries can't be edited or removed, by anyone, including the owner. That immutability is what makes it evidence rather than notes. See ",[210,4609,4611],{"href":4610},"\u002Fhelp\u002Fsettings\u002Fdata-privacy-and-retention","Data privacy and retention",[146,4613,2039],{"id":2038},[168,4615,4617],{"id":4616},"does-the-log-capture-reads-or-only-changes","Does the log capture reads or only changes?",[136,4619,4620],{},"It records actions and changes — the things that alter state or move money. It isn't a keystroke recorder.",[168,4622,4624],{"id":4623},"how-far-back-does-it-go","How far back does it go?",[136,4626,4627],{},"To the beginning of your workspace. Retention purges skip the audit log entirely.",[168,4629,4631],{"id":4630},"can-i-export-it","Can I export it?",[136,4633,4634],{},"Use the date and entity filters to scope what you need on screen. ",{"title":317,"searchDepth":23,"depth":23,"links":4636},[4637,4638,4643,4644],{"id":4466,"depth":23,"text":4467},{"id":4481,"depth":23,"text":4482,"children":4639},[4640,4641,4642],{"id":4568,"depth":33,"text":4569},{"id":4576,"depth":33,"text":4577},{"id":4583,"depth":33,"text":4584},{"id":4599,"depth":23,"text":4600},{"id":2038,"depth":23,"text":2039,"children":4645},[4646,4647,4648],{"id":4616,"depth":33,"text":4617},{"id":4623,"depth":33,"text":4624},{"id":4630,"depth":33,"text":4631},"See who did what and when in Owneli — filter the audit log by person, client, action, or date, and read the before\u002Fafter of any change.","i-lucide-shield-alert",[4652,4653,4654,4655,4656,4657],"audit log","who changed this","activity history","track staff changes","who deleted a client","audit trail",{},180,"\u002Fhelp\u002Fsettings\u002Faudit-log",[807,4610],{"title":4455,"description":4649},"help\u002Fsettings\u002Faudit-log","etNUA2Dtb8G1PWHXC01q76Smz9Njmy9DJgC9aKIFCQk",{"id":4666,"title":4611,"audience":8,"body":4667,"category":94,"description":4837,"draft":335,"extension":336,"icon":4838,"keywords":4839,"meta":4846,"navigation":340,"order":4847,"path":4610,"related":4848,"seo":4849,"stem":4850,"updatedAt":2094,"__hash__":4851},"help\u002Fhelp\u002Fsettings\u002Fdata-privacy-and-retention.md",{"type":133,"value":4668,"toc":4821},[4669,4675,4679,4715,4720,4724,4760,4764,4771,4775,4782,4789,4798,4800,4804,4807,4811,4814,4818],[136,4670,4671,4672,4060],{},"Owneli can automatically purge data older than a retention period you choose, with a dry-run preview before anything is deleted and legal holds to exempt records you must keep. It's configured at ",[142,4673,4674],{},"Settings → Compliance & data → Data & privacy",[146,4676,4678],{"id":4677},"how-do-i-set-a-data-retention-period","How do I set a data retention period?",[687,4680,4681,4685,4692,4696,4699,4703,4710,4712],{},[168,4682,4684],{"id":4683},"turn-on-automatic-retention","Turn on automatic retention",[136,4686,4687,4688,4691],{},"Flip ",[142,4689,4690],{},"Enable automatic data purge"," on.",[168,4693,4695],{"id":4694},"choose-the-period","Choose the period",[136,4697,4698],{},"Set the retention window in days — anywhere from 30 to 3650 (ten years). Data older than this becomes eligible for deletion.",[168,4700,4702],{"id":4701},"preview-before-you-commit","Preview before you commit",[136,4704,4705,4706,4709],{},"Click the preview button. Owneli runs a ",[142,4707,4708],{},"dry run"," and shows exactly how many records would be eligible under the period you typed — before anything is actually purged.",[168,4711,2253],{"id":2252},[136,4713,4714],{},"The retention policy saves with the rest of your workspace defaults.",[1061,4716,4717],{},[136,4718,4719],{},"A purge is permanent. Always run the preview and read the numbers before saving a shorter period — \"365\" where you meant \"3650\" is a very different policy.",[146,4721,4723],{"id":4722},"what-never-gets-purged","What never gets purged",[370,4725,4726,4736],{},[373,4727,4728],{},[376,4729,4730,4733],{},[379,4731,4732],{},"Data",[379,4734,4735],{},"Why",[386,4737,4738,4750],{},[376,4739,4740,4745],{},[391,4741,4742],{},[142,4743,4744],{},"The audit log",[391,4746,4747,4748,214],{},"Append-only and immutable — it's your evidence trail. See ",[210,4749,4455],{"href":4660},[376,4751,4752,4757],{},[391,4753,4754],{},[142,4755,4756],{},"Records under a legal hold",[391,4758,4759],{},"Explicitly exempted until the hold is released.",[146,4761,4763],{"id":4762},"legal-holds","Legal holds",[136,4765,4766,4767,4770],{},"A legal hold pins specific records so the retention purge skips them — for a dispute, an investigation, or a regulatory request. Active holds are listed on this tab, and an admin can ",[142,4768,4769],{},"release"," a hold when the obligation ends, returning those records to the normal retention rules.",[146,4772,4774],{"id":4773},"clinical-charting-health-information","Clinical charting (health information)",[136,4776,4777,4778,4781],{},"The same tab carries the ",[142,4779,4780],{},"clinical charting"," switch. It's off by default because it changes what kind of data your workspace stores: turning it on enables treatment charts on appointments, which is protected health information.",[136,4783,4784,4785,4788],{},"Clinical charts get their ",[142,4786,4787],{},"own retention period"," — separate from, and typically much longer than, general data retention, because health-record laws commonly require charts be kept for many years.",[216,4790,4791],{},[136,4792,4793,4794,4797],{},"Deleting a client on request (a GDPR-style erasure) is a separate flow from retention. Clinical treatment records are ",[142,4795,4796],{},"archived and access-restricted"," rather than destroyed, because retention law overrides the erasure request for health records.",[146,4799,2039],{"id":2038},[168,4801,4803],{"id":4802},"does-retention-delete-my-audit-history","Does retention delete my audit history?",[136,4805,4806],{},"No — the audit log is excluded entirely.",[168,4808,4810],{"id":4809},"can-i-see-what-a-different-period-would-delete-without-changing-anything","Can I see what a different period would delete without changing anything?",[136,4812,4813],{},"Yes. Type the candidate number of days and run the preview; it's a dry run and deletes nothing.",[168,4815,4817],{"id":4816},"who-can-change-these-settings","Who can change these settings?",[136,4819,4820],{},"Admins. Access to read the audit log is a separate capability, so review and configuration can be held by different people.",{"title":317,"searchDepth":23,"depth":23,"links":4822},[4823,4829,4830,4831,4832],{"id":4677,"depth":23,"text":4678,"children":4824},[4825,4826,4827,4828],{"id":4683,"depth":33,"text":4684},{"id":4694,"depth":33,"text":4695},{"id":4701,"depth":33,"text":4702},{"id":2252,"depth":33,"text":2253},{"id":4722,"depth":23,"text":4723},{"id":4762,"depth":23,"text":4763},{"id":4773,"depth":23,"text":4774},{"id":2038,"depth":23,"text":2039,"children":4833},[4834,4835,4836],{"id":4802,"depth":33,"text":4803},{"id":4809,"depth":33,"text":4810},{"id":4816,"depth":33,"text":4817},"Set automatic data retention in Owneli, preview what a purge would delete, use legal holds, and control clinical charting for health records.","i-lucide-database",[4840,4841,4842,4843,4844,4845],"data retention policy","auto delete old data","gdpr retention","legal hold","clinical charting phi","purge client data",{},190,[4660,807],{"title":4611,"description":4837},"help\u002Fsettings\u002Fdata-privacy-and-retention","YoQ7U7z-ziAfnoHEkvwqG8nU4bP9k3TvlxPpbfmJWLw",{"id":4853,"title":4854,"audience":8,"body":4855,"category":94,"description":5044,"draft":335,"extension":336,"icon":5045,"keywords":5046,"meta":5053,"navigation":340,"order":5054,"path":5055,"related":5056,"seo":5057,"stem":5058,"updatedAt":2094,"__hash__":5059},"help\u002Fhelp\u002Fsettings\u002Fworkspace-defaults.md","Workspace defaults — currency, timezone, and formats",{"type":133,"value":4856,"toc":5034},[4857,4864,4868,4969,4979,4983,4990,4995,4999,5011,5013,5017,5020,5024,5027,5031],[136,4858,4859,4860,4863],{},"Workspace defaults are the business-wide basics — currency, timezone, date and time formats, and a handful of behaviour switches. Admins set them at ",[142,4861,4862],{},"Settings → Workspace → Defaults",", and they apply to everyone in the business.",[146,4865,4867],{"id":4866},"what-can-i-set-in-workspace-defaults","What can I set in workspace defaults?",[370,4869,4870,4878],{},[373,4871,4872],{},[376,4873,4874,4876],{},[379,4875,1651],{},[379,4877,1654],{},[386,4879,4880,4890,4899,4909,4919,4929,4939,4949,4959],{},[376,4881,4882,4887],{},[391,4883,4884],{},[142,4885,4886],{},"Country & currency",[391,4888,4889],{},"The currency every price, sale, and report is denominated in",[376,4891,4892,4896],{},[391,4893,4894],{},[142,4895,1463],{},[391,4897,4898],{},"The business default timezone",[376,4900,4901,4906],{},[391,4902,4903],{},[142,4904,4905],{},"Date format",[391,4907,4908],{},"How dates render throughout the app",[376,4910,4911,4916],{},[391,4912,4913],{},[142,4914,4915],{},"Time format",[391,4917,4918],{},"12-hour or 24-hour clocks",[376,4920,4921,4926],{},[391,4922,4923],{},[142,4924,4925],{},"First day of week",[391,4927,4928],{},"Which day calendars and week views start on",[376,4930,4931,4936],{},[391,4932,4933],{},[142,4934,4935],{},"Form expiry",[391,4937,4938],{},"How many days a sent form link stays valid by default",[376,4940,4941,4946],{},[391,4942,4943],{},[142,4944,4945],{},"PDF receipts",[391,4947,4948],{},"Whether receipts are attached to receipt emails as a PDF",[376,4950,4951,4956],{},[391,4952,4953],{},[142,4954,4955],{},"Session timeout",[391,4957,4958],{},"Auto sign-out after a period of inactivity (0 = never)",[376,4960,4961,4966],{},[391,4962,4963],{},[142,4964,4965],{},"Booking notifications",[391,4967,4968],{},"Whether admins are notified on new online bookings",[136,4970,4971,4972,4975,4976,214],{},"Time-off request types, business days, and approvers live on their own ",[142,4973,4974],{},"Time off"," tab; retention and clinical charting live under ",[210,4977,4978],{"href":4610},"Data & privacy",[146,4980,4982],{"id":4981},"timezone-the-one-setting-with-a-follow-up-question","Timezone: the one setting with a follow-up question",[136,4984,4985,4986,4989],{},"The calendar reads each ",[142,4987,4988],{},"location's"," timezone, not this default. So when you change the default timezone here, Owneli offers to update your locations to match — accept it unless your locations genuinely sit in different zones.",[216,4991,4992],{},[136,4993,4994],{},"If you decline the location update, the calendar keeps showing each location's own timezone and this default quietly won't move it — which looks like the setting \"didn't work\". It did; the locations just kept their own values.",[146,4996,4998],{"id":4997},"personal-vs-business-settings","Personal vs business settings",[136,5000,5001,5002,5005,5006,5010],{},"Your interface ",[142,5003,5004],{},"language"," is personal — every user picks their own under ",[210,5007,5009],{"href":5008},"\u002Fhelp\u002Faccount\u002Fwork-in-your-language","Work in your language",". Everything on the Defaults tab is business-wide: your date format choice is what the whole team sees.",[146,5012,2039],{"id":2038},[168,5014,5016],{"id":5015},"can-different-locations-use-different-currencies","Can different locations use different currencies?",[136,5018,5019],{},"No — currency is one per business. Locations can differ in timezone, hours, and policies, not currency.",[168,5021,5023],{"id":5022},"does-changing-the-date-format-affect-my-data","Does changing the date format affect my data?",[136,5025,5026],{},"No. It's display formatting only; stored dates are unchanged.",[168,5028,5030],{"id":5029},"what-does-session-timeout-do","What does session timeout do?",[136,5032,5033],{},"After the set minutes of inactivity, users are signed out and must sign in again — useful on shared front-desk devices. Zero disables it.",{"title":317,"searchDepth":23,"depth":23,"links":5035},[5036,5037,5038,5039],{"id":4866,"depth":23,"text":4867},{"id":4981,"depth":23,"text":4982},{"id":4997,"depth":23,"text":4998},{"id":2038,"depth":23,"text":2039,"children":5040},[5041,5042,5043],{"id":5015,"depth":33,"text":5016},{"id":5022,"depth":33,"text":5023},{"id":5029,"depth":33,"text":5030},"Set your business currency, timezone, date and time format, first day of the week, and other workspace-wide defaults in Owneli.","i-lucide-sliders",[5047,5048,5049,5050,5051,5052],"change currency","change timezone","date format settings","first day of week","24 hour time format","workspace defaults",{},200,"\u002Fhelp\u002Fsettings\u002Fworkspace-defaults",[1580,5008],{"title":4854,"description":5044},"help\u002Fsettings\u002Fworkspace-defaults","luMf9_dM_1Ko9kmb3UrLT2KBwQFE41xFkJysHP0hdz0",{"id":5061,"title":5062,"audience":8,"body":5063,"category":94,"description":5226,"draft":335,"extension":336,"icon":5227,"keywords":5228,"meta":5234,"navigation":340,"order":5235,"path":5236,"related":5237,"seo":5238,"stem":5239,"updatedAt":2094,"__hash__":5240},"help\u002Fhelp\u002Fsettings\u002Ftransfer-ownership.md","Transfer ownership of your business",{"type":133,"value":5064,"toc":5211},[5065,5076,5078,5092,5096,5128,5132,5135,5177,5183,5188,5190,5194,5197,5201,5204,5208],[136,5066,5067,5068,5071,5072,5075],{},"Only the current owner can transfer ownership, and only to an ",[142,5069,5070],{},"active admin"," in the business. The transfer happens in ",[142,5073,5074],{},"Settings → Team & access → Team",", and it's guarded by a typed confirmation because it's immediate and changes who ultimately controls the workspace.",[146,5077,4374],{"id":4373},[301,5079,5080,5086],{},[304,5081,5082,5083,214],{},"You must be signed in as the ",[142,5084,5085],{},"owner",[304,5087,5088,5089,5091],{},"The new owner must already be an ",[142,5090,5070],{},". If they're staff or a manager, promote them to admin first through the normal role change — the transfer deliberately doesn't auto-promote anyone.",[146,5093,5095],{"id":5094},"how-do-i-transfer-ownership","How do I transfer ownership?",[687,5097,5098,5102,5107,5111,5114,5118,5121,5125],{},[168,5099,5101],{"id":5100},"open-the-team-settings","Open the team settings",[136,5103,1895,5104,5106],{},[142,5105,5074],{}," and open the transfer-ownership action.",[168,5108,5110],{"id":5109},"pick-the-new-owner","Pick the new owner",[136,5112,5113],{},"The picker lists only eligible people: active admins other than you.",[168,5115,5117],{"id":5116},"type-the-confirmation-phrase","Type the confirmation phrase",[136,5119,5120],{},"The dialog asks you to type an exact phrase naming the business and the recipient — the same pattern as deleting a repository on GitHub. This is what stops an accidental click-through.",[168,5122,5124],{"id":5123},"confirm","Confirm",[136,5126,5127],{},"Ownership moves immediately. The recipient becomes the owner; you remain in the business with your new (non-owner) role.",[146,5129,5131],{"id":5130},"what-the-owner-role-actually-means","What the owner role actually means",[136,5133,5134],{},"The owner is a deliberate superuser — granted every capability, including ones added in future releases, so no update can ever lock the owner out. A few actions are owner-reserved on top of admin:",[370,5136,5137,5147],{},[373,5138,5139],{},[376,5140,5141,5144],{},[379,5142,5143],{},"Owner-only action",[379,5145,5146],{},"Where",[386,5148,5149,5162,5169],{},[376,5150,5151,5159],{},[391,5152,5153,5154,5158],{},"Enforcing ",[210,5155,5157],{"href":5156},"\u002Fhelp\u002Faccount\u002Fsecure-your-account-with-mfa","two-factor authentication"," org-wide",[391,5160,5161],{},"Settings → Team & access → Security",[376,5163,5164,5167],{},[391,5165,5166],{},"Transferring ownership",[391,5168,5074],{},[376,5170,5171,5174],{},[391,5172,5173],{},"Directly editing team members' locked legal names",[391,5175,5176],{},"Profile change requests route to the owner",[136,5178,5179,5180,5182],{},"See ",[210,5181,351],{"href":807}," for the full model.",[1061,5184,5185],{},[136,5186,5187],{},"There is no undo button. The only way back is the new owner transferring ownership to you — which requires their cooperation. Treat this like handing over the keys, because that's exactly what it is.",[146,5189,2039],{"id":2038},[168,5191,5193],{"id":5192},"why-isnt-the-person-i-want-listed","Why isn't the person I want listed?",[136,5195,5196],{},"They're not an active admin. Promote them to admin (and make sure their account is active, not invited or suspended), then reopen the dialog.",[168,5198,5200],{"id":5199},"what-happens-to-my-account-after-transferring","What happens to my account after transferring?",[136,5202,5203],{},"Nothing is deleted — you keep your account and history, minus the owner-reserved powers.",[168,5205,5207],{"id":5206},"can-support-transfer-ownership-for-us","Can support transfer ownership for us?",[136,5209,5210],{},"The in-app flow is the intended path. If the owner is unreachable (left the company, lost access), contact support — that's an identity-verification conversation, not a settings toggle.",{"title":317,"searchDepth":23,"depth":23,"links":5212},[5213,5214,5220,5221],{"id":4373,"depth":23,"text":4374},{"id":5094,"depth":23,"text":5095,"children":5215},[5216,5217,5218,5219],{"id":5100,"depth":33,"text":5101},{"id":5109,"depth":33,"text":5110},{"id":5116,"depth":33,"text":5117},{"id":5123,"depth":33,"text":5124},{"id":5130,"depth":23,"text":5131},{"id":2038,"depth":23,"text":2039,"children":5222},[5223,5224,5225],{"id":5192,"depth":33,"text":5193},{"id":5199,"depth":33,"text":5200},{"id":5206,"depth":33,"text":5207},"Hand the owner role of your Owneli workspace to another person safely — who's eligible, what changes, and the typed confirmation step.","i-lucide-crown",[5229,5230,5231,5232,5233],"transfer ownership","change business owner","make someone else owner","new owner workroom","sell my business account",{},210,"\u002Fhelp\u002Fsettings\u002Ftransfer-ownership",[807,5156],{"title":5062,"description":5226},"help\u002Fsettings\u002Ftransfer-ownership","3zNRWnXCC4G7vNWiiEVHG4lIjsd141btUoZYOgBI4VE",[],1790210904721]