[{"data":1,"prerenderedAt":1447},["ShallowReactive",2],{"help:\u002Fhelp\u002Fsettings\u002Fmultiple-locations":3,"help-all-categories":435,"help-cat-articles:\u002Fhelp\u002Fsettings\u002Fmultiple-locations":555,"help-related:\u002Fhelp\u002Fsettings\u002Fmultiple-locations":556},{"id":4,"title":5,"audience":6,"body":7,"category":418,"description":419,"draft":420,"extension":421,"icon":422,"keywords":423,"meta":424,"navigation":425,"order":426,"path":427,"related":428,"seo":431,"stem":432,"updatedAt":433,"__hash__":434},"help\u002Fhelp\u002Fsettings\u002Fmultiple-locations.md","Working with multiple locations","clinic",{"type":8,"value":9,"toc":402},"minimark",[10,17,20,23,28,35,38,44,49,55,59,167,171,262,271,275,281,307,311,314,325,335,339,342,346,355,359,372,376,379,382,396],[11,12,13],"p",{},[14,15,16],"strong",{},"Settings → Locations",[11,18,19],{},"A location is a place you operate from: its own address, timezone, opening hours, contact details, team, and service menu.",[11,21,22],{},"Clients pick a location first when booking online, and services, prices, team and receipts all scope to it.",[24,25,27],"h2",{"id":26},"the-location-switcher","The location switcher",[11,29,30,31,34],{},"The switcher sits in the top bar, next to the organisation switcher. It sets your ",[14,32,33],{},"active location"," — the lens the whole app is looking through.",[11,36,37],{},"Your choice persists across reloads and devices, so you come back to the site you actually work at.",[39,40,41],"warning",{},[11,42,43],{},"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.",[45,46,48],"h3",{"id":47},"all-locations","All locations",[11,50,51,52,54],{},"Users with the right permission also get an ",[14,53,48],{}," 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.",[24,56,58],{"id":57},"what-is-scoped-to-a-location","What is scoped to a location",[60,61,62,75],"table",{},[63,64,65],"thead",{},[66,67,68,72],"tr",{},[69,70,71],"th",{},"Thing",[69,73,74],{},"Scoping",[76,77,78,89,98,108,118,128,138,147,157],"tbody",{},[66,79,80,86],{},[81,82,83],"td",{},[14,84,85],{},"Appointments",[81,87,88],{},"Per location",[66,90,91,96],{},[81,92,93],{},[14,94,95],{},"Working hours and shifts",[81,97,88],{},[66,99,100,105],{},[81,101,102],{},[14,103,104],{},"Stock on hand",[81,106,107],{},"Per location — the same product has its own count at each site",[66,109,110,115],{},[81,111,112],{},[14,113,114],{},"Service menu and prices",[81,116,117],{},"Per location, via the service matrix. Empty price cells inherit the base price.",[66,119,120,125],{},[81,121,122],{},[14,123,124],{},"Payment policy",[81,126,127],{},"Optionally per location. A location with its own policy replaces the business one entirely.",[66,129,130,135],{},[81,131,132],{},[14,133,134],{},"Online booking rules",[81,136,137],{},"Per location, overriding the business defaults",[66,139,140,145],{},[81,141,142],{},[14,143,144],{},"Cash drawer sessions",[81,146,88],{},[66,148,149,154],{},[81,150,151],{},[14,152,153],{},"Sales and receipts",[81,155,156],{},"Recorded against the location they happened at",[66,158,159,164],{},[81,160,161],{},[14,162,163],{},"Public venue page",[81,165,166],{},"One per location",[24,168,170],{"id":169},"what-is-shared-across-the-business","What is shared across the business",[60,172,173,181],{},[63,174,175],{},[66,176,177,179],{},[69,178,71],{},[69,180,74],{},[76,182,183,193,203,213,223,233,243,252],{},[66,184,185,190],{},[81,186,187],{},[14,188,189],{},"Clients",[81,191,192],{},"Business-wide. One person, one record, wherever they visit.",[66,194,195,200],{},[81,196,197],{},[14,198,199],{},"Product catalog",[81,201,202],{},"Business-wide definitions; only the quantities are per location.",[66,204,205,210],{},[81,206,207],{},[14,208,209],{},"Services",[81,211,212],{},"Business-wide definitions; availability and price are per location.",[66,214,215,220],{},[81,216,217],{},[14,218,219],{},"Memberships, packages, gift cards",[81,221,222],{},"Business-wide, so a client can redeem where they like",[66,224,225,230],{},[81,226,227],{},[14,228,229],{},"Team members",[81,231,232],{},"Business-wide, with a primary location each",[66,234,235,240],{},[81,236,237],{},[14,238,239],{},"Forms, notes, policies, boards",[81,241,242],{},"Business-wide",[66,244,245,250],{},[81,246,247],{},[14,248,249],{},"Roles and permissions",[81,251,242],{},[66,253,254,259],{},[81,255,256],{},[14,257,258],{},"Tax rates",[81,260,261],{},"Applied across all locations, with per-service overrides",[263,264,265,268],"note",{},[11,266,267],{},"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.",[11,269,270],{},"The client directory does offer a location filter when you specifically want to see who books where.",[24,272,274],{"id":273},"adding-a-location","Adding a location",[11,276,277,280],{},[14,278,279],{},"Settings → Business setup → Add location."," Then set:",[282,283,284,288,295,301,304],"ul",{},[285,286,287],"li",{},"Name, description, and business types",[285,289,290,291,294],{},"Address — or mark it as ",[14,292,293],{},"mobile and online services only"," if there's no premises",[285,296,297,300],{},[14,298,299],{},"Timezone"," — set this carefully, it drives every time the calendar and emails display",[285,302,303],{},"Opening hours",[285,305,306],{},"Location email and phone",[24,308,310],{"id":309},"publishing-a-location","Publishing a location",[11,312,313],{},"Each location has its own public profile at a readable URL, plus its own booking link.",[11,315,316,317,320,321,324],{},"A location is either ",[14,318,319],{},"Listed"," — publicly visible and bookable — or ",[14,322,323],{},"Unlisted",". Publishing runs a checklist first; if something required is missing, publishing is blocked and the checklist tells you what to finish.",[11,326,327,330,331,334],{},[14,328,329],{},"Copy booking link"," and ",[14,332,333],{},"Copy profile link"," give you the URLs to put on your website and socials.",[24,336,338],{"id":337},"setting-the-primary-location","Setting the primary location",[11,340,341],{},"One location is the business primary. It's the default for anything that has to pick one when no location is specified.",[24,343,345],{"id":344},"archiving-a-location","Archiving a location",[39,347,348],{},[11,349,350,351,354],{},"Archiving keeps the location's history intact but removes it from the switcher, from booking, and from new activity. ",[14,352,353],{},"Team members assigned there will need a new location."," Reassign people before you archive, not after.",[24,356,358],{"id":357},"moving-stock-between-sites","Moving stock between sites",[11,360,361,362,365,366,371],{},"Use ",[14,363,364],{},"Retail → Products → Transfers",". Stock leaves the source when the transfer is sent and arrives at the destination when it's received — see ",[367,368,370],"a",{"href":369},"\u002Fhelp\u002Fretail\u002Fproducts-and-stock","Products and stock",".",[24,373,375],{"id":374},"reporting-across-locations","Reporting across locations",[11,377,378],{},"Most reports carry a location filter, and it lives in the URL alongside the date range.",[11,380,381],{},"Two reports are built specifically for multi-site businesses:",[282,383,384,390],{},[285,385,386,389],{},[14,387,388],{},"Location analytics"," — the picture per site",[285,391,392,395],{},[14,393,394],{},"Performance by location"," — revenue, appointment volume and active staff, side by side",[11,397,398,401],{},[14,399,400],{},"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":403,"searchDepth":404,"depth":404,"links":405},"",2,[406,410,411,412,413,414,415,416,417],{"id":26,"depth":404,"text":27,"children":407},[408],{"id":47,"depth":409,"text":48},3,{"id":57,"depth":404,"text":58},{"id":169,"depth":404,"text":170},{"id":273,"depth":404,"text":274},{"id":309,"depth":404,"text":310},{"id":337,"depth":404,"text":338},{"id":344,"depth":404,"text":345},{"id":357,"depth":404,"text":358},{"id":374,"depth":404,"text":375},"settings","Switch between sites, understand what is scoped to a location and what is shared across the business, and read the all-locations rollup.",false,"md","i-lucide-map-pin",[],{},true,40,"\u002Fhelp\u002Fsettings\u002Fmultiple-locations",[429,369,430],"\u002Fhelp\u002Fsettings\u002Fservices-and-pricing","\u002Fhelp\u002Fgrowth\u002Ffind-and-read-a-report",{"title":5,"description":419},"help\u002Fsettings\u002Fmultiple-locations","2026-09-01","2IsNHOIrxfxhTLalhE84qR-rs14tynKlg3KLTrjnjN8",[436,447,456,465,475,485,495,505,515,524,534,545],{"id":437,"title":438,"audience":6,"description":439,"extension":440,"icon":441,"meta":442,"order":443,"slug":444,"stem":445,"__hash__":446},"helpCategories\u002Fhelp\u002Fcategories\u002Fgetting-started.yml","Getting started","Set up your workspace, learn the layout, and run your first day.","yml","i-lucide-compass",{},1,"getting-started","help\u002Fcategories\u002Fgetting-started","lTnfg_2tKvxQ9QanJ9XY3shoBHrJNWNfnxhcYaaKKPI",{"id":448,"title":449,"audience":6,"description":450,"extension":440,"icon":451,"meta":452,"order":404,"slug":453,"stem":454,"__hash__":455},"helpCategories\u002Fhelp\u002Fcategories\u002Fcalendar.yml","Calendar & booking","Book, move, and cancel appointments. Block time, work the waitlist, and read the grid at a glance.","i-lucide-calendar",{},"calendar","help\u002Fcategories\u002Fcalendar","s5UMHzRIeTUFi7mdsOyuSluzJBp79U9WTsTpOtbaW-E",{"id":457,"title":458,"audience":6,"description":459,"extension":440,"icon":460,"meta":461,"order":409,"slug":462,"stem":463,"__hash__":464},"helpCategories\u002Fhelp\u002Fcategories\u002Fcheckout.yml","Checkout & payments","Ring up a sale, take tips, handle deposits and fees, issue refunds, and close the drawer.","i-lucide-credit-card",{},"checkout","help\u002Fcategories\u002Fcheckout","4PQPgJd7Z25g0SvtoqqdMlnzk3DlcJpaZhNAiNiYVW0",{"id":466,"title":467,"audience":6,"description":468,"extension":440,"icon":469,"meta":470,"order":471,"slug":472,"stem":473,"__hash__":474},"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":476,"title":477,"audience":6,"description":478,"extension":440,"icon":479,"meta":480,"order":481,"slug":482,"stem":483,"__hash__":484},"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":486,"title":487,"audience":6,"description":488,"extension":440,"icon":489,"meta":490,"order":491,"slug":492,"stem":493,"__hash__":494},"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":496,"title":497,"audience":6,"description":498,"extension":440,"icon":499,"meta":500,"order":501,"slug":502,"stem":503,"__hash__":504},"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":506,"title":507,"audience":6,"description":508,"extension":440,"icon":509,"meta":510,"order":511,"slug":512,"stem":513,"__hash__":514},"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":516,"title":517,"audience":6,"description":518,"extension":440,"icon":519,"meta":520,"order":521,"slug":418,"stem":522,"__hash__":523},"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,"help\u002Fcategories\u002Fsettings","rdLQHp7tfAu5iySbsypfXu1kOuujDAuLVk6yGidNvtQ",{"id":525,"title":526,"audience":6,"description":527,"extension":440,"icon":528,"meta":529,"order":530,"slug":531,"stem":532,"__hash__":533},"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":535,"title":536,"audience":537,"description":538,"extension":440,"icon":539,"meta":540,"order":541,"slug":542,"stem":543,"__hash__":544},"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":546,"title":547,"audience":537,"description":548,"extension":440,"icon":549,"meta":550,"order":551,"slug":552,"stem":553,"__hash__":554},"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",[],[557,762,1142],{"id":558,"title":559,"audience":6,"body":560,"category":418,"description":751,"draft":420,"extension":421,"icon":752,"keywords":753,"meta":754,"navigation":425,"order":530,"path":429,"related":755,"seo":758,"stem":759,"updatedAt":760,"__hash__":761},"help\u002Fhelp\u002Fsettings\u002Fservices-and-pricing.md","Services and pricing",{"type":8,"value":561,"toc":734},[562,565,570,574,581,584,588,591,595,598,601,604,611,615,618,622,625,629,636,645,648,655,659,662,666,669,673,680,683,687,693,696,700,711,716,720],[11,563,564],{},"The service catalog is what you offer, how long each thing takes, and what it costs. Everything downstream reads from it — the calendar's booking panel, the public booking page, and checkout.",[11,566,567],{},[14,568,569],{},"Operations → Services",[24,571,573],{"id":572},"organise-with-categories","Organise with categories",[11,575,576,577,580],{},"Group services into categories so the booking experience reads cleanly rather than as one long alphabetical list. Use ",[14,578,579],{},"Manage order"," to drag categories into the order you want, and services within each category.",[11,582,583],{},"The order you set here is the order clients see when booking.",[24,585,587],{"id":586},"configure-a-service","Configure a service",[11,589,590],{},"Open a service and you get six tabs.",[45,592,594],{"id":593},"basic","Basic",[11,596,597],{},"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.",[45,599,600],{"id":502},"Team",[11,602,603],{},"Choose who can be booked for this service. Leave it empty and everyone on the team is bookable for it.",[11,605,606,607,610],{},"Selected members can also carry their ",[14,608,609],{},"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.",[45,612,614],{"id":613},"resources","Resources",[11,616,617],{},"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.",[45,619,621],{"id":620},"booking","Booking",[11,623,624],{},"Whether the service is bookable online, and the rules that apply when it is.",[45,626,628],{"id":627},"forms","Forms",[11,630,631,632,371],{},"Attach a form or consent to the service. It's offered — or required — as part of that booking. See ",[367,633,635],{"href":634},"\u002Fhelp\u002Fclients\u002Fsend-forms-and-consents","Send forms and consents",[39,637,638],{},[11,639,640,641,644],{},"A service that requires a signed clinical form will ",[14,642,643],{},"block checkout"," until the form is signed. That's a deliberate safety gate, not a bug.",[45,646,647],{"id":418},"Settings",[11,649,650,651,371],{},"Anything else that's specific to this service, including its own payment policy override. See ",[367,652,654],{"href":653},"\u002Fhelp\u002Fcheckout\u002Fdeposits-and-cancellation-fees","Deposits, cancellation and no-show fees",[24,656,658],{"id":657},"filtering-the-catalog","Filtering the catalog",[11,660,661],{},"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.",[24,663,665],{"id":664},"bundles","Bundles",[11,667,668],{},"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.",[24,670,672],{"id":671},"per-location-menus","Per-location menus",[11,674,675,676,679],{},"With more than one location, ",[14,677,678],{},"By location"," opens a matrix: turn each service on or off per location and set location-specific prices. Empty price cells inherit the base price.",[11,681,682],{},"With a single location the matrix is hidden — every service simply uses its base price.",[24,684,686],{"id":685},"smart-pricing","Smart pricing",[11,688,689,692],{},[14,690,691],{},"Settings → Payments → Smart pricing"," lets you charge more during busy windows and less during quiet ones. Off-peak rules nudge demand into your dead hours; peak rules capture your busiest ones.",[11,694,695],{},"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.",[24,697,699],{"id":698},"importing-a-catalog","Importing a catalog",[11,701,702,703,706,707,371],{},"If you're coming from another system, don't retype the list. ",[14,704,705],{},"Settings → Import"," brings services in with durations and prices mapped column by column. See ",[367,708,710],{"href":709},"\u002Fhelp\u002Fsettings\u002Fimport-your-data","Import your data",[39,712,713],{},[11,714,715],{},"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.",[24,717,719],{"id":718},"reporting","Reporting",[282,721,722,728],{},[285,723,724,727],{},[14,725,726],{},"Growth → Reports → Services"," — revenue and volume by service",[285,729,730,733],{},[14,731,732],{},"Growth → Reports → Peak hours"," — when demand actually lands, which is what smart pricing rules should be built from",{"title":403,"searchDepth":404,"depth":404,"links":735},[736,737,745,746,747,748,749,750],{"id":572,"depth":404,"text":573},{"id":586,"depth":404,"text":587,"children":738},[739,740,741,742,743,744],{"id":593,"depth":409,"text":594},{"id":502,"depth":409,"text":600},{"id":613,"depth":409,"text":614},{"id":620,"depth":409,"text":621},{"id":627,"depth":409,"text":628},{"id":418,"depth":409,"text":647},{"id":657,"depth":404,"text":658},{"id":664,"depth":404,"text":665},{"id":671,"depth":404,"text":672},{"id":685,"depth":404,"text":686},{"id":698,"depth":404,"text":699},{"id":718,"depth":404,"text":719},"Build the catalog that drives booking and checkout — durations, prices, who can perform what, and per-location overrides.","i-lucide-list",[],{},[756,757,653],"\u002Fhelp\u002Fgetting-started\u002Fset-up-your-workspace","\u002Fhelp\u002Fcalendar\u002Fbook-an-appointment",{"title":559,"description":751},"help\u002Fsettings\u002Fservices-and-pricing","2026-07-26","SRhXZdhmtcBvxxwQ8JXugj-lbJwg29J5t86wSzvQK7s",{"id":763,"title":370,"audience":6,"body":764,"category":482,"description":1133,"draft":420,"extension":421,"icon":1134,"keywords":1135,"meta":1136,"navigation":425,"order":426,"path":369,"related":1137,"seo":1139,"stem":1140,"updatedAt":760,"__hash__":1141},"help\u002Fhelp\u002Fretail\u002Fproducts-and-stock.md",{"type":8,"value":765,"toc":1111},[766,771,774,778,861,865,871,875,929,933,941,954,958,963,966,1025,1033,1037,1042,1045,1072,1077,1080,1082,1085,1087],[11,767,768],{},[14,769,770],{},"Retail → Products",[11,772,773],{},"Products are everything physical you sell — retail skincare, take-home kits, add-on items at the till.",[24,775,777],{"id":776},"add-a-product","Add a product",[779,780,781,785,792,796,799,803,806,810,820,824,834,840,844,854],"steps",{},[45,782,784],{"id":783},"identity","Identity",[11,786,787,788,791],{},"Name, ",[14,789,790],{},"SKU",", category, and a short description. The description is shown on the retail catalog and in the cart, so write it for a client, not for yourself.",[45,793,795],{"id":794},"barcode","Barcode",[11,797,798],{},"An EAN or UPC, scanned at the register. Worth entering for anything you sell in volume — scanning is much faster and much less error-prone than searching.",[45,800,802],{"id":801},"image","Image",[11,804,805],{},"PNG, JPEG, WebP or GIF, up to 5MB. It appears next to the product everywhere the product appears.",[45,807,809],{"id":808},"pricing","Pricing",[11,811,812,815,816,819],{},[14,813,814],{},"Sell price"," is what the client pays. ",[14,817,818],{},"Cost"," is what you paid, used for margin reporting — the product card shows the resulting margin percentage once both are set.",[45,821,823],{"id":822},"inventory","Inventory",[11,825,826,829,830,833],{},[14,827,828],{},"On hand"," is your current quantity. ",[14,831,832],{},"Leave it blank to skip tracking entirely"," — useful for consumables you don't want to count.",[11,835,836,839],{},[14,837,838],{},"Low-stock alert at"," triggers a low-stock notice when the quantity drops to that number.",[45,841,843],{"id":842},"reordering","Reordering",[11,845,846,849,850,853],{},[14,847,848],{},"Reorder point"," — when on-hand drops to this, the product appears on the reorder list.\n",[14,851,852],{},"Reorder quantity"," — how many to order when it does.",[11,855,856,857,860],{},"Set a ",[14,858,859],{},"preferred vendor"," so a purchase order can be drafted for it automatically.",[24,862,864],{"id":863},"variants","Variants",[11,866,867,868,870],{},"A product with sizes or shades gets ",[14,869,863],{}," — 50 ml and 100 ml, or three shades of the same tint. Each variant is stocked and sold separately, and can carry its own price and cost or inherit the parent's.",[24,872,874],{"id":873},"reading-stock-on-the-product-list","Reading stock on the product list",[60,876,877,887],{},[63,878,879],{},[66,880,881,884],{},[69,882,883],{},"Badge",[69,885,886],{},"Meaning",[76,888,889,899,909,919],{},[66,890,891,896],{},[81,892,893],{},[14,894,895],{},"Not tracked",[81,897,898],{},"On hand was left blank",[66,900,901,906],{},[81,902,903],{},[14,904,905],{},"N on hand",[81,907,908],{},"Normal",[66,910,911,916],{},[81,912,913],{},[14,914,915],{},"Low · N left",[81,917,918],{},"At or below the low-stock alert level",[66,920,921,926],{},[81,922,923],{},[14,924,925],{},"Out of stock",[81,927,928],{},"Zero",[24,930,932],{"id":931},"selling-a-product","Selling a product",[11,934,935,936,940],{},"Products go into the cart at checkout like anything else — see ",[367,937,939],{"href":938},"\u002Fhelp\u002Fcheckout\u002Ftake-a-payment","Take a payment",". Selling a tracked product decrements its on-hand quantity for the location the sale happened at.",[263,942,943],{},[11,944,945,946,949,950,953],{},"On a ",[14,947,948],{},"full"," refund you can tick ",[14,951,952],{},"Restock items"," to return the stock. Partial refunds always keep the stock where it is.",[24,955,957],{"id":956},"stock-counts","Stock counts",[11,959,960],{},[14,961,962],{},"Retail → Products → Stock counts",[11,964,965],{},"A stock count reconciles what's physically on the shelf against what Owneli thinks you have.",[779,967,968,972,978,982,993,1011,1015,1018,1022],{},[45,969,971],{"id":970},"start-a-count","Start a count",[11,973,974,977],{},[14,975,976],{},"New count",", scoped to a location.",[45,979,981],{"id":980},"enter-what-you-actually-counted","Enter what you actually counted",[11,983,984,985,988,989,992],{},"Each row shows the ",[14,986,987],{},"expected"," quantity and a field for the ",[14,990,991],{},"counted"," one. The variance is calculated as you go.",[11,994,995,996,999,1000,1003,1004,1007,1008,371],{},"Tabs let you work the list efficiently: ",[14,997,998],{},"Uncounted"," (still to do), ",[14,1001,1002],{},"Variance"," (doesn't match), ",[14,1005,1006],{},"Matched"," (does), and ",[14,1009,1010],{},"All",[45,1012,1014],{"id":1013},"save-as-you-go","Save as you go",[11,1016,1017],{},"A count in progress can be left and resumed.",[45,1019,1021],{"id":1020},"complete-the-count","Complete the count",[11,1023,1024],{},"Completing applies an adjustment for every variance and tells you how many were applied.",[39,1026,1027],{},[11,1028,1029,1030,1032],{},"Completing a count writes real adjustments into the stock ledger. Check the ",[14,1031,1002],{}," tab before you complete — a mistyped count becomes a stock adjustment you then have to correct with another count.",[24,1034,1036],{"id":1035},"transfers-between-locations","Transfers between locations",[11,1038,1039,1041],{},[14,1040,364],{}," — only available with more than one location.",[11,1043,1044],{},"A transfer moves stock from a source location to a destination. It has three stages:",[1046,1047,1048,1054,1063],"ol",{},[285,1049,1050,1053],{},[14,1051,1052],{},"Draft"," — created, nothing has moved",[285,1055,1056,1059,1060],{},[14,1057,1058],{},"Sent"," — stock is deducted from the ",[14,1061,1062],{},"source",[285,1064,1065,1068,1069],{},[14,1066,1067],{},"Received"," — stock is added at the ",[14,1070,1071],{},"destination",[263,1073,1074],{},[11,1075,1076],{},"Drafts are paperwork. Counts only change when stock is actually sent and then received — which is what makes stock in transit visible rather than vanished.",[11,1078,1079],{},"Cancelling a transfer keeps it in history but moves no stock.",[24,1081,665],{"id":664},[11,1083,1084],{},"A bundle groups several products into a discounted set — a \"Morning Glow Routine\" of three items at one price. The editor shows what the components would cost bought separately, so the saving is obvious to you and to the client.",[24,1086,719],{"id":718},[282,1088,1089,1094,1100,1106],{},[285,1090,1091,1093],{},[14,1092,104],{}," — current quantities",[285,1095,1096,1099],{},[14,1097,1098],{},"Stock log"," — every movement, with its cause",[285,1101,1102,1105],{},[14,1103,1104],{},"COGS"," — cost of goods sold",[285,1107,1108,1110],{},[14,1109,823],{}," — the overall picture",{"title":403,"searchDepth":404,"depth":404,"links":1112},[1113,1121,1122,1123,1124,1130,1131,1132],{"id":776,"depth":404,"text":777,"children":1114},[1115,1116,1117,1118,1119,1120],{"id":783,"depth":409,"text":784},{"id":794,"depth":409,"text":795},{"id":801,"depth":409,"text":802},{"id":808,"depth":409,"text":809},{"id":822,"depth":409,"text":823},{"id":842,"depth":409,"text":843},{"id":863,"depth":404,"text":864},{"id":873,"depth":404,"text":874},{"id":931,"depth":404,"text":932},{"id":956,"depth":404,"text":957,"children":1125},[1126,1127,1128,1129],{"id":970,"depth":409,"text":971},{"id":980,"depth":409,"text":981},{"id":1013,"depth":409,"text":1014},{"id":1020,"depth":409,"text":1021},{"id":1035,"depth":404,"text":1036},{"id":664,"depth":404,"text":665},{"id":718,"depth":404,"text":719},"Set up the retail catalog, track on-hand quantities per location, run a stock count, and move stock between sites.","i-lucide-shopping-bag",[],{},[1138,938],"\u002Fhelp\u002Fretail\u002Fpurchase-orders-and-vendors",{"title":370,"description":1133},"help\u002Fretail\u002Fproducts-and-stock","ovus6g5Bdu4xX5ViAZPt9JlA_GbM5Ogup6sfLGbOiio",{"id":1143,"title":1144,"audience":6,"body":1145,"category":512,"description":1437,"draft":420,"extension":421,"icon":1438,"keywords":1439,"meta":1440,"navigation":425,"order":530,"path":430,"related":1441,"seo":1444,"stem":1445,"updatedAt":433,"__hash__":1446},"help\u002Fhelp\u002Fgrowth\u002Ffind-and-read-a-report.md","Find and read a report",{"type":8,"value":1146,"toc":1424},[1147,1153,1157,1171,1175,1178,1181,1185,1191,1195,1198,1205,1209,1216,1230,1233,1237,1240,1244,1251,1255,1262,1320,1324,1330,1334,1337,1342,1346],[11,1148,1149,1152],{},[14,1150,1151],{},"Growth → Reports"," is one hub for around seventy reports. The hub itself is the important part: once you know how it's organised, finding the right one takes seconds instead of scrolling.",[24,1154,1156],{"id":1155},"two-tiers","Two tiers",[282,1158,1159,1165],{},[285,1160,1161,1164],{},[14,1162,1163],{},"Dashboards"," — a designed overview of one area. Performance, sales, clients, operations. Start here when you don't yet know what you're looking for.",[285,1166,1167,1170],{},[14,1168,1169],{},"Standard reports"," — a single focused table. Use these when you already know the question.",[24,1172,1174],{"id":1173},"seven-categories","Seven categories",[11,1176,1177],{},"Sales · Operations · Appointments · Team · Clients · Inventory · Finance",[11,1179,1180],{},"Two filter rows under the search box narrow the grid — one by tier, one by category — and the search box matches names and descriptions. Nothing is buried in a submenu.",[24,1182,1184],{"id":1183},"favourites","Favourites",[11,1186,1187,1188,1190],{},"Star a report and it lands under the ",[14,1189,1184],{}," filter. Most people end up with five or six they open every week — the daily takings, the no-show rate, the drawer variance — and never touch the rest.",[24,1192,1194],{"id":1193},"date-range","Date range",[11,1196,1197],{},"Every report shares one range control, and your choice carries as you move between reports. That's deliberate: comparing two reports over different windows is how people reach wrong conclusions.",[11,1199,1200,1201,1204],{},"Relative presets like \"Last 30 days\" re-derive their dates each time you come back, so a bookmarked report is never stale. ",[14,1202,1203],{},"Custom"," pins a fixed window.",[24,1206,1208],{"id":1207},"comparison","Comparison",[11,1210,1211,1212,1215],{},"Set ",[14,1213,1214],{},"Compare to"," and every figure gains its prior-period counterpart plus the change between them:",[282,1217,1218,1224],{},[285,1219,1220,1223],{},[14,1221,1222],{},"Previous period"," — the same length of time immediately before",[285,1225,1226,1229],{},[14,1227,1228],{},"Previous year"," — the same window a year earlier",[11,1231,1232],{},"For a seasonal business, previous year is usually the honest comparison.",[24,1234,1236],{"id":1235},"filters","Filters",[11,1238,1239],{},"Most reports filter by location, team member, and service or category. Filters live in the URL, so a filtered report can be bookmarked or pasted into a message and the recipient sees exactly what you saw.",[24,1241,1243],{"id":1242},"drilling-in","Drilling in",[11,1245,1246,1247,1250],{},"Numbers link through to what's behind them. A sales figure opens the underlying transactions in ",[14,1248,1249],{},"POS → Sales"," with the same filters applied. A report is a starting point, not a dead end.",[24,1252,1254],{"id":1253},"exporting","Exporting",[11,1256,1257,1258,1261],{},"The ",[14,1259,1260],{},"Options"," menu on any report:",[60,1263,1264,1274],{},[63,1265,1266],{},[66,1267,1268,1271],{},[69,1269,1270],{},"Action",[69,1272,1273],{},"What happens",[76,1275,1276,1286,1300,1310],{},[66,1277,1278,1283],{},[81,1279,1280],{},[14,1281,1282],{},"Export CSV",[81,1284,1285],{},"Downloads immediately in the browser",[66,1287,1288,1293],{},[81,1289,1290],{},[14,1291,1292],{},"Export Excel",[81,1294,1295,1296],{},"Generates an ",[1297,1298,1299],"code",{},".xlsx",[66,1301,1302,1307],{},[81,1303,1304],{},[14,1305,1306],{},"Export PDF",[81,1308,1309],{},"Generates a formatted PDF",[66,1311,1312,1317],{},[81,1313,1314],{},[14,1315,1316],{},"Add to favourites",[81,1318,1319],{},"Pins it under the Favourites filter",[24,1321,1323],{"id":1322},"build-your-own","Build your own",[11,1325,1326,1329],{},[14,1327,1328],{},"Reports → Builder"," groups sales data by a dimension you choose — month, week, day, location, staff, service, category, item kind, or payment method — and returns count, revenue, discount, tax, tip and quantity for each group. It answers most \"can I see X by Y?\" questions without waiting for a new report to be built. A builder configuration can be duplicated and kept.",[24,1331,1333],{"id":1332},"what-you-can-see","What you can see",[11,1335,1336],{},"Reporting is permission-gated, and staff-tier roles are scoped to their own data by default — a provider sees their own performance, not the whole floor's. Compensation and earnings are a separate permission again, so someone can see their own pay without seeing a colleague's.",[39,1338,1339],{},[11,1340,1341],{},"If two people compare the same report and disagree about the number, check three things before assuming a bug: the date range, the location filter, and each person's data scope.",[24,1343,1345],{"id":1344},"which-report-answers-what","Which report answers what",[60,1347,1348,1358],{},[63,1349,1350],{},[66,1351,1352,1355],{},[69,1353,1354],{},"Question",[69,1356,1357],{},"Where to look",[76,1359,1360,1368,1376,1384,1392,1400,1408,1416],{},[66,1361,1362,1365],{},[81,1363,1364],{},"How did today go?",[81,1366,1367],{},"Performance dashboard",[66,1369,1370,1373],{},[81,1371,1372],{},"What did we take, and how?",[81,1374,1375],{},"Sales summary · Payment transactions",[66,1377,1378,1381],{},[81,1379,1380],{},"Is the till right?",[81,1382,1383],{},"Cash drawer over\u002Fshort",[66,1385,1386,1389],{},[81,1387,1388],{},"Who isn't turning up?",[81,1390,1391],{},"Cancellations & no-shows · Cancellation & no-show fees",[66,1393,1394,1397],{},[81,1395,1396],{},"What do we owe?",[81,1398,1399],{},"Liabilities · Gift card liability · Deferred revenue",[66,1401,1402,1405],{},[81,1403,1404],{},"Are clients coming back?",[81,1406,1407],{},"Retention · Rebook conversion · New vs returning",[66,1409,1410,1413],{},[81,1411,1412],{},"What should we reorder?",[81,1414,1415],{},"Stock on hand · Reorder",[66,1417,1418,1421],{},[81,1419,1420],{},"What do we owe the team?",[81,1422,1423],{},"Payroll & commission · Wages · Tips",{"title":403,"searchDepth":404,"depth":404,"links":1425},[1426,1427,1428,1429,1430,1431,1432,1433,1434,1435,1436],{"id":1155,"depth":404,"text":1156},{"id":1173,"depth":404,"text":1174},{"id":1183,"depth":404,"text":1184},{"id":1193,"depth":404,"text":1194},{"id":1207,"depth":404,"text":1208},{"id":1235,"depth":404,"text":1236},{"id":1242,"depth":404,"text":1243},{"id":1253,"depth":404,"text":1254},{"id":1322,"depth":404,"text":1323},{"id":1332,"depth":404,"text":1333},{"id":1344,"depth":404,"text":1345},"How the reporting hub is organised, how ranges and comparisons work, and how to get the numbers out.","i-lucide-bar-chart-3",[],{},[1442,1443],"\u002Fhelp\u002Fcheckout\u002Frefunds-and-the-cash-drawer","\u002Fhelp\u002Fretail\u002Fgift-cards",{"title":1144,"description":1437},"help\u002Fgrowth\u002Ffind-and-read-a-report","9pb6AxvJUnJWj8hY-B1TKO0fhwRqiTG3EMJ8VUcvJFk",1790218961234]