[{"data":1,"prerenderedAt":1396},["ShallowReactive",2],{"help:\u002Fhelp\u002Fsettings\u002Fonline-booking":3,"help-all-categories":350,"help-cat-articles:\u002Fhelp\u002Fsettings\u002Fonline-booking":469,"help-related:\u002Fhelp\u002Fsettings\u002Fonline-booking":470},{"id":4,"title":5,"audience":6,"body":7,"category":333,"description":334,"draft":335,"extension":336,"icon":337,"keywords":338,"meta":339,"navigation":340,"order":341,"path":342,"related":343,"seo":346,"stem":347,"updatedAt":348,"__hash__":349},"help\u002Fhelp\u002Fsettings\u002Fonline-booking.md","Set up online booking","clinic",{"type":8,"value":9,"toc":316},"minimark",[10,14,19,38,45,49,59,65,69,149,152,175,180,183,187,190,197,213,216,227,231,242,246,255,259,262,266,269,273,279,286,290],[11,12,13],"p",{},"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.",[15,16,18],"h2",{"id":17},"before-it-will-work","Before it will work",[20,21,22],"warning",{},[11,23,24,25,29,30,33,34,37],{},"Turning the toggle on is not enough. Public booking needs ",[26,27,28],"strong",{},"a location",", ",[26,31,32],{},"at least one service",", and ",[26,35,36],{},"staff working hours",". Without all three the page has nothing to offer and bookings can't complete.",[11,39,40,41,44],{},"The setup checklist on ",[26,42,43],{},"Today"," only marks public booking as done once all three exist.",[15,46,48],{"id":47},"turn-it-on","Turn it on",[11,50,51,54,55,58],{},[26,52,53],{},"Settings → Booking",", on the ",[26,56,57],{},"Online booking"," tab",[11,60,61,64],{},[26,62,63],{},"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.",[15,66,68],{"id":67},"the-booking-rules","The booking rules",[70,71,72,85],"table",{},[73,74,75],"thead",{},[76,77,78,82],"tr",{},[79,80,81],"th",{},"Setting",[79,83,84],{},"What it controls",[86,87,88,99,109,119,129,139],"tbody",{},[76,89,90,96],{},[91,92,93],"td",{},[26,94,95],{},"Minimum notice",[91,97,98],{},"How soon before a slot a client can still book it. Stops someone booking the 9:00 at 8:57.",[76,100,101,106],{},[91,102,103],{},[26,104,105],{},"Booking window",[91,107,108],{},"How far into the future clients can book",[76,110,111,116],{},[91,112,113],{},[26,114,115],{},"Time slot interval",[91,117,118],{},"The spacing between offered start times — 15, 30 minutes, and so on",[76,120,121,126],{},[91,122,123],{},[26,124,125],{},"Cancellation cutoff",[91,127,128],{},"Guests cannot cancel or reschedule online within this window",[76,130,131,136],{},[91,132,133],{},[26,134,135],{},"Buffer before",[91,137,138],{},"Prep and setup time held before each appointment",[76,140,141,146],{},[91,142,143],{},[26,144,145],{},"Buffer after",[91,147,148],{},"Cleanup and turnover time held after",[11,150,151],{},"Buffers are held on the calendar, so back-to-back online bookings don't leave you with no room to reset.",[153,154,155],"note",{},[11,156,157,158,161,162,165,166,170,171,174],{},"The ",[26,159,160],{},"cancellation cutoff"," and your ",[26,163,164],{},"cancellation fee window"," are two different settings. The cutoff decides whether the client can cancel ",[167,168,169],"em",{},"online at all","; the fee window decides whether a cancellation is ",[167,172,173],{},"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.",[176,177,179],"h3",{"id":178},"per-location-overrides","Per-location overrides",[11,181,182],{},"Each location can override the business defaults, so a quieter site can accept later bookings than your busiest one.",[15,184,186],{"id":185},"the-venue-page","The venue page",[11,188,189],{},"Each location gets its own public profile — a branded landing page with your services, hours, address, and reviews — plus a booking link.",[11,191,192,193,196],{},"From ",[26,194,195],{},"Settings → Locations",", each location can be:",[198,199,200,207],"ul",{},[201,202,203,206],"li",{},[26,204,205],{},"Listed"," — publicly visible and bookable",[201,208,209,212],{},[26,210,211],{},"Unlisted"," — not publicly reachable",[11,214,215],{},"Publishing runs a checklist first and tells you what's missing if it can't publish.",[11,217,218,219,222,223,226],{},"Use ",[26,220,221],{},"Copy booking link"," and ",[26,224,225],{},"Copy profile link"," to get the URLs for your website, Google Business Profile, and social bios.",[15,228,230],{"id":229},"which-services-appear","Which services appear",[11,232,233,234,237,238,241],{},"A service is offered online only if it's marked as online-bookable on its ",[26,235,236],{},"Booking"," tab, and enabled for that location in the service matrix. The services list has an ",[26,239,240],{},"Online-bookable only"," filter so you can check what a client will actually see.",[15,243,245],{"id":244},"payment-terms-at-booking","Payment terms at booking",[11,247,248,249,254],{},"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 ",[250,251,253],"a",{"href":252},"\u002Fhelp\u002Fcheckout\u002Fdeposits-and-cancellation-fees","Deposits, cancellation and no-show fees",".",[15,256,258],{"id":257},"what-a-guest-can-do-after-booking","What a guest can do after booking",[11,260,261],{},"The confirmation carries a link that lets them view, reschedule or cancel without signing in — subject to your cancellation cutoff.",[15,263,265],{"id":264},"embedding-on-your-own-site","Embedding on your own site",[11,267,268],{},"The booking flow can be embedded in an iframe on your own website, so clients book without leaving your domain.",[15,270,272],{"id":271},"beyond-appointments","Beyond appointments",[11,274,275,276,254],{},"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 ",[26,277,278],{},"Settings → Store",[11,280,281,282,285],{},"Online orders placed through the shop land in a fulfilment queue at ",[26,283,284],{},"POS → Online orders",", where staff move them through Ready, Shipped and Completed.",[15,287,289],{"id":288},"reporting","Reporting",[198,291,292,298,304,310],{},[201,293,294,297],{},[26,295,296],{},"Growth → Reports → Online"," — bookings taken through the public flow",[201,299,300,303],{},[26,301,302],{},"Growth → Reports → Booking funnel"," — where guests drop out",[201,305,306,309],{},[26,307,308],{},"Growth → Reports → Cart abandonment"," — started and unfinished purchases",[201,311,312,315],{},[26,313,314],{},"Growth → Reports → Channel rollup"," — online against every other channel",{"title":317,"searchDepth":318,"depth":318,"links":319},"",2,[320,321,322,326,327,328,329,330,331,332],{"id":17,"depth":318,"text":18},{"id":47,"depth":318,"text":48},{"id":67,"depth":318,"text":68,"children":323},[324],{"id":178,"depth":325,"text":179},3,{"id":185,"depth":318,"text":186},{"id":229,"depth":318,"text":230},{"id":244,"depth":318,"text":245},{"id":257,"depth":318,"text":258},{"id":264,"depth":318,"text":265},{"id":271,"depth":318,"text":272},{"id":288,"depth":318,"text":289},"settings","Turn on the public booking page, control notice and buffers, and get your venue links onto your website and socials.",false,"md","i-lucide-globe",[],{},true,50,"\u002Fhelp\u002Fsettings\u002Fonline-booking",[344,252,345],"\u002Fhelp\u002Fsettings\u002Fmultiple-locations","\u002Fhelp\u002Fsettings\u002Fservices-and-pricing",{"title":5,"description":334},"help\u002Fsettings\u002Fonline-booking","2026-09-01","5sEQU912XkVMVMeLtTmoy2DIiev4DNEH0eaxJcsmIhQ",[351,362,371,380,390,400,410,420,430,439,449,459],{"id":352,"title":353,"audience":6,"description":354,"extension":355,"icon":356,"meta":357,"order":358,"slug":359,"stem":360,"__hash__":361},"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":363,"title":364,"audience":6,"description":365,"extension":355,"icon":366,"meta":367,"order":318,"slug":368,"stem":369,"__hash__":370},"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":372,"title":373,"audience":6,"description":374,"extension":355,"icon":375,"meta":376,"order":325,"slug":377,"stem":378,"__hash__":379},"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":381,"title":382,"audience":6,"description":383,"extension":355,"icon":384,"meta":385,"order":386,"slug":387,"stem":388,"__hash__":389},"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":391,"title":392,"audience":6,"description":393,"extension":355,"icon":394,"meta":395,"order":396,"slug":397,"stem":398,"__hash__":399},"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":401,"title":402,"audience":6,"description":403,"extension":355,"icon":404,"meta":405,"order":406,"slug":407,"stem":408,"__hash__":409},"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":411,"title":412,"audience":6,"description":413,"extension":355,"icon":414,"meta":415,"order":416,"slug":417,"stem":418,"__hash__":419},"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":421,"title":422,"audience":6,"description":423,"extension":355,"icon":424,"meta":425,"order":426,"slug":427,"stem":428,"__hash__":429},"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":431,"title":432,"audience":6,"description":433,"extension":355,"icon":434,"meta":435,"order":436,"slug":333,"stem":437,"__hash__":438},"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":440,"title":441,"audience":6,"description":442,"extension":355,"icon":443,"meta":444,"order":445,"slug":446,"stem":447,"__hash__":448},"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":450,"title":451,"audience":452,"description":453,"extension":355,"icon":337,"meta":454,"order":455,"slug":456,"stem":457,"__hash__":458},"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.",{},20,"book-online","help\u002Fcategories\u002Fbook-online","dUBIoELt-ci1vqbw_VX1VA6PGJV8V-9x4ZmpAk1aXXE",{"id":460,"title":461,"audience":452,"description":462,"extension":355,"icon":463,"meta":464,"order":465,"slug":466,"stem":467,"__hash__":468},"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",[],[471,868,1198],{"id":472,"title":473,"audience":6,"body":474,"category":333,"description":858,"draft":335,"extension":336,"icon":859,"keywords":860,"meta":861,"navigation":340,"order":862,"path":344,"related":863,"seo":865,"stem":866,"updatedAt":348,"__hash__":867},"help\u002Fhelp\u002Fsettings\u002Fmultiple-locations.md","Working with multiple locations",{"type":8,"value":475,"toc":845},[476,480,483,486,490,497,500,505,509,515,519,621,625,716,724,728,734,758,762,765,774,781,785,788,792,801,805,815,819,822,825,839],[11,477,478],{},[26,479,195],{},[11,481,482],{},"A location is a place you operate from: its own address, timezone, opening hours, contact details, team, and service menu.",[11,484,485],{},"Clients pick a location first when booking online, and services, prices, team and receipts all scope to it.",[15,487,489],{"id":488},"the-location-switcher","The location switcher",[11,491,492,493,496],{},"The switcher sits in the top bar, next to the organisation switcher. It sets your ",[26,494,495],{},"active location"," — the lens the whole app is looking through.",[11,498,499],{},"Your choice persists across reloads and devices, so you come back to the site you actually work at.",[20,501,502],{},[11,503,504],{},"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.",[176,506,508],{"id":507},"all-locations","All locations",[11,510,511,512,514],{},"Users with the right permission also get an ",[26,513,508],{}," 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.",[15,516,518],{"id":517},"what-is-scoped-to-a-location","What is scoped to a location",[70,520,521,531],{},[73,522,523],{},[76,524,525,528],{},[79,526,527],{},"Thing",[79,529,530],{},"Scoping",[86,532,533,543,552,562,572,582,592,601,611],{},[76,534,535,540],{},[91,536,537],{},[26,538,539],{},"Appointments",[91,541,542],{},"Per location",[76,544,545,550],{},[91,546,547],{},[26,548,549],{},"Working hours and shifts",[91,551,542],{},[76,553,554,559],{},[91,555,556],{},[26,557,558],{},"Stock on hand",[91,560,561],{},"Per location — the same product has its own count at each site",[76,563,564,569],{},[91,565,566],{},[26,567,568],{},"Service menu and prices",[91,570,571],{},"Per location, via the service matrix. Empty price cells inherit the base price.",[76,573,574,579],{},[91,575,576],{},[26,577,578],{},"Payment policy",[91,580,581],{},"Optionally per location. A location with its own policy replaces the business one entirely.",[76,583,584,589],{},[91,585,586],{},[26,587,588],{},"Online booking rules",[91,590,591],{},"Per location, overriding the business defaults",[76,593,594,599],{},[91,595,596],{},[26,597,598],{},"Cash drawer sessions",[91,600,542],{},[76,602,603,608],{},[91,604,605],{},[26,606,607],{},"Sales and receipts",[91,609,610],{},"Recorded against the location they happened at",[76,612,613,618],{},[91,614,615],{},[26,616,617],{},"Public venue page",[91,619,620],{},"One per location",[15,622,624],{"id":623},"what-is-shared-across-the-business","What is shared across the business",[70,626,627,635],{},[73,628,629],{},[76,630,631,633],{},[79,632,527],{},[79,634,530],{},[86,636,637,647,657,667,677,687,697,706],{},[76,638,639,644],{},[91,640,641],{},[26,642,643],{},"Clients",[91,645,646],{},"Business-wide. One person, one record, wherever they visit.",[76,648,649,654],{},[91,650,651],{},[26,652,653],{},"Product catalog",[91,655,656],{},"Business-wide definitions; only the quantities are per location.",[76,658,659,664],{},[91,660,661],{},[26,662,663],{},"Services",[91,665,666],{},"Business-wide definitions; availability and price are per location.",[76,668,669,674],{},[91,670,671],{},[26,672,673],{},"Memberships, packages, gift cards",[91,675,676],{},"Business-wide, so a client can redeem where they like",[76,678,679,684],{},[91,680,681],{},[26,682,683],{},"Team members",[91,685,686],{},"Business-wide, with a primary location each",[76,688,689,694],{},[91,690,691],{},[26,692,693],{},"Forms, notes, policies, boards",[91,695,696],{},"Business-wide",[76,698,699,704],{},[91,700,701],{},[26,702,703],{},"Roles and permissions",[91,705,696],{},[76,707,708,713],{},[91,709,710],{},[26,711,712],{},"Tax rates",[91,714,715],{},"Applied across all locations, with per-service overrides",[153,717,718,721],{},[11,719,720],{},"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.",[11,722,723],{},"The client directory does offer a location filter when you specifically want to see who books where.",[15,725,727],{"id":726},"adding-a-location","Adding a location",[11,729,730,733],{},[26,731,732],{},"Settings → Business setup → Add location."," Then set:",[198,735,736,739,746,752,755],{},[201,737,738],{},"Name, description, and business types",[201,740,741,742,745],{},"Address — or mark it as ",[26,743,744],{},"mobile and online services only"," if there's no premises",[201,747,748,751],{},[26,749,750],{},"Timezone"," — set this carefully, it drives every time the calendar and emails display",[201,753,754],{},"Opening hours",[201,756,757],{},"Location email and phone",[15,759,761],{"id":760},"publishing-a-location","Publishing a location",[11,763,764],{},"Each location has its own public profile at a readable URL, plus its own booking link.",[11,766,767,768,770,771,773],{},"A location is either ",[26,769,205],{}," — publicly visible and bookable — or ",[26,772,211],{},". Publishing runs a checklist first; if something required is missing, publishing is blocked and the checklist tells you what to finish.",[11,775,776,222,778,780],{},[26,777,221],{},[26,779,225],{}," give you the URLs to put on your website and socials.",[15,782,784],{"id":783},"setting-the-primary-location","Setting the primary location",[11,786,787],{},"One location is the business primary. It's the default for anything that has to pick one when no location is specified.",[15,789,791],{"id":790},"archiving-a-location","Archiving a location",[20,793,794],{},[11,795,796,797,800],{},"Archiving keeps the location's history intact but removes it from the switcher, from booking, and from new activity. ",[26,798,799],{},"Team members assigned there will need a new location."," Reassign people before you archive, not after.",[15,802,804],{"id":803},"moving-stock-between-sites","Moving stock between sites",[11,806,218,807,810,811,254],{},[26,808,809],{},"Retail → Products → Transfers",". Stock leaves the source when the transfer is sent and arrives at the destination when it's received — see ",[250,812,814],{"href":813},"\u002Fhelp\u002Fretail\u002Fproducts-and-stock","Products and stock",[15,816,818],{"id":817},"reporting-across-locations","Reporting across locations",[11,820,821],{},"Most reports carry a location filter, and it lives in the URL alongside the date range.",[11,823,824],{},"Two reports are built specifically for multi-site businesses:",[198,826,827,833],{},[201,828,829,832],{},[26,830,831],{},"Location analytics"," — the picture per site",[201,834,835,838],{},[26,836,837],{},"Performance by location"," — revenue, appointment volume and active staff, side by side",[11,840,841,844],{},[26,842,843],{},"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":318,"depth":318,"links":846},[847,850,851,852,853,854,855,856,857],{"id":488,"depth":318,"text":489,"children":848},[849],{"id":507,"depth":325,"text":508},{"id":517,"depth":318,"text":518},{"id":623,"depth":318,"text":624},{"id":726,"depth":318,"text":727},{"id":760,"depth":318,"text":761},{"id":783,"depth":318,"text":784},{"id":790,"depth":318,"text":791},{"id":803,"depth":318,"text":804},{"id":817,"depth":318,"text":818},"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,[345,813,864],"\u002Fhelp\u002Fgrowth\u002Ffind-and-read-a-report",{"title":473,"description":858},"help\u002Fsettings\u002Fmultiple-locations","2IsNHOIrxfxhTLalhE84qR-rs14tynKlg3KLTrjnjN8",{"id":869,"title":253,"audience":6,"body":870,"category":377,"description":1186,"draft":335,"extension":336,"icon":1187,"keywords":1188,"meta":1189,"navigation":340,"order":1190,"path":252,"related":1191,"seo":1194,"stem":1195,"updatedAt":1196,"__hash__":1197},"help\u002Fhelp\u002Fcheckout\u002Fdeposits-and-cancellation-fees.md",{"type":8,"value":871,"toc":1166},[872,875,880,884,887,931,943,947,958,962,969,973,976,986,992,996,999,1003,1012,1018,1022,1025,1062,1066,1073,1079,1088,1092,1095,1113,1123,1127,1130,1134,1141,1143],[11,873,874],{},"This is the most consequential set of settings in the app: it decides whether a client is asked for money before they've been seen, and whether you can charge them when they don't turn up. It's worth reading in full before you turn any of it on.",[11,876,877],{},[26,878,879],{},"Settings → Payments → Payment policy",[15,881,883],{"id":882},"the-three-modes","The three modes",[11,885,886],{},"Everything starts with one choice.",[70,888,889,899],{},[73,890,891],{},[76,892,893,896],{},[79,894,895],{},"Mode",[79,897,898],{},"What happens at booking",[86,900,901,911,921],{},[76,902,903,908],{},[91,904,905],{},[26,906,907],{},"No policy",[91,909,910],{},"Nothing is asked for. No card, no deposit.",[76,912,913,918],{},[91,914,915],{},[26,916,917],{},"Card on file",[91,919,920],{},"A card is required to book. The client is not charged at booking.",[76,922,923,928],{},[91,924,925],{},[26,926,927],{},"Deposit",[91,929,930],{},"A deposit is required to book, and it's taken at booking.",[932,933,934],"caution",{},[11,935,936,937,939,940,942],{},"Under ",[26,938,907],{}," you cannot charge a late-cancellation or no-show fee — there is no card to charge. Enabling a fee while the mode is ",[26,941,907],{}," does nothing. The booking screen won't even disclose the fee, because it can never be collected.",[15,944,946],{"id":945},"sizing-the-deposit","Sizing the deposit",[11,948,949,950,953,954,957],{},"A deposit is either a ",[26,951,952],{},"percentage"," of the visit or a ",[26,955,956],{},"fixed amount",". A percentage of an $800 course is a very different number from a percentage of a $40 add-on, so pick deliberately.",[176,959,961],{"id":960},"across-a-multi-service-visit","Across a multi-service visit",[11,963,964,965,968],{},"When a visit has several services, all the services without their own override are pooled and the deposit is sized ",[26,966,967],{},"once"," against that pooled subtotal. So a fixed $25 deposit charges $25 for the visit, not $25 per service; a 20% deposit applies to the whole pool.",[15,970,972],{"id":971},"cancellation-and-no-show-fees","Cancellation and no-show fees",[11,974,975],{},"Both can be a percentage of the visit or a fixed amount, and each is switched on independently.",[11,977,978,981,982,985],{},[26,979,980],{},"Late cancellation"," also has a ",[26,983,984],{},"window",", in hours. Cancel earlier than the window and it's free. Cancel inside the window and the fee applies.",[11,987,988,991],{},[26,989,990],{},"No-show"," has no window — it applies when the appointment is marked as a no-show.",[15,993,995],{"id":994},"the-minimum-appointment-value","The minimum appointment value",[11,997,998],{},"Set a minimum and the card \u002F deposit requirement only applies to bookings above it. A $15 brow tidy books with nothing; a $300 course requires the deposit. The disclosure the client sees reflects this — \"applies to appointments over $150\".",[15,1000,1002],{"id":1001},"escalation","Escalation",[11,1004,1005,1006,1008,1009,1011],{},"Optionally, a booking whose total crosses a threshold can be forced to take a deposit even when your normal mode is ",[26,1007,907],{}," or ",[26,1010,917],{},". Set the threshold and, if you want, a different sizing for the escalated deposit.",[11,1013,1014,1015,1017],{},"Escalation is skipped entirely when your mode is already ",[26,1016,927],{},", and it never produces a deposit step with nothing due.",[15,1019,1021],{"id":1020},"overrides","Overrides",[11,1023,1024],{},"Policy is resolved in this order, most specific first:",[1026,1027,1028,1032,1039,1043,1046,1050,1053,1057],"steps",{},[176,1029,1031],{"id":1030},"the-individual-booking","The individual booking",[11,1033,1034,1035,254],{},"Whoever takes the booking can override the terms for that one appointment. See ",[250,1036,1038],{"href":1037},"\u002Fhelp\u002Fcalendar\u002Fbook-an-appointment","Book an appointment",[176,1040,1042],{"id":1041},"the-service","The service",[11,1044,1045],{},"A single service can carry its own policy — \"the laser course always takes a deposit, everything else doesn't\". Set it on the service.",[176,1047,1049],{"id":1048},"the-location","The location",[11,1051,1052],{},"A location can replace the business policy entirely. It's a whole-policy override, not a per-field merge — the mode and the fee rules are interdependent, so a location either uses its own or inherits the business one.",[176,1054,1056],{"id":1055},"the-business","The business",[11,1058,1059,1060,254],{},"Your default, under ",[26,1061,879],{},[176,1063,1065],{"id":1064},"how-overrides-combine-on-one-visit","How overrides combine on one visit",[11,1067,1068,1069,1072],{},"When services on one visit disagree, ",[26,1070,1071],{},"the strictest requirement wins for the visit",": no policy \u003C card on file \u003C deposit. One service that requires a deposit pulls the whole visit into a single deposit step.",[11,1074,1075,1076,1078],{},"A service explicitly set to ",[26,1077,907],{}," weakens only its own line. It won't rescue the visit if another service still requires a card.",[20,1080,1081],{},[11,1082,1083,1084,1087],{},"Explicit per-service overrides are treated as deliberate configuration and are ",[26,1085,1086],{},"not"," subject to the minimum-appointment-value threshold. If you set a service to require a deposit, it requires one at any price.",[15,1089,1091],{"id":1090},"charging-a-fee-in-practice","Charging a fee in practice",[11,1093,1094],{},"The two paths behave differently, on purpose.",[198,1096,1097,1103],{},[201,1098,1099,1102],{},[26,1100,1101],{},"The client cancels themselves"," through their own booking link — the policy is applied automatically. The window is checked, the fee resolved, the card charged.",[201,1104,1105,1108,1109,1112],{},[26,1106,1107],{},"The front desk cancels or marks a no-show"," — the fee is ",[26,1110,1111],{},"off by default",". You see the resolved amount and confirm it explicitly. Clinics usually waive when they're the ones cancelling, or when a regular calls in.",[11,1114,1115,1116,1008,1119,1122],{},"If a deposit was captured, you also choose whether to ",[26,1117,1118],{},"refund",[26,1120,1121],{},"forfeit"," it. A forfeited deposit is credited against the fee, so the same cancellation is never penalised twice. Every outcome writes a payment record and an audit entry.",[15,1124,1126],{"id":1125},"what-the-client-is-told","What the client is told",[11,1128,1129],{},"At booking, the client sees a plain-language summary generated from your settings — the deposit required, the free-cancellation window, and the fee amounts. It's also on their manage-booking page. You don't have to write or maintain that copy; changing the policy changes what they're shown.",[15,1131,1133],{"id":1132},"prerequisites","Prerequisites",[11,1135,1136,1137,1140],{},"Deposits and fees need a connected payment processor — ",[26,1138,1139],{},"Settings → Payments",". Without it there's nothing to capture a card with.",[15,1142,289],{"id":288},[198,1144,1145,1151,1157],{},[201,1146,1147,1150],{},[26,1148,1149],{},"Growth → Reports → Cancellation fees"," — every fee charged, and the appointment behind it",[201,1152,1153,1156],{},[26,1154,1155],{},"Growth → Reports → No-shows"," — no-show rate by client, service and provider",[201,1158,1159,222,1162,1165],{},[26,1160,1161],{},"Growth → Reports → Prepayments",[26,1163,1164],{},"Deferred revenue"," — money taken for work not yet done",{"title":317,"searchDepth":318,"depth":318,"links":1167},[1168,1169,1172,1173,1174,1175,1182,1183,1184,1185],{"id":882,"depth":318,"text":883},{"id":945,"depth":318,"text":946,"children":1170},[1171],{"id":960,"depth":325,"text":961},{"id":971,"depth":318,"text":972},{"id":994,"depth":318,"text":995},{"id":1001,"depth":318,"text":1002},{"id":1020,"depth":318,"text":1021,"children":1176},[1177,1178,1179,1180,1181],{"id":1030,"depth":325,"text":1031},{"id":1041,"depth":325,"text":1042},{"id":1048,"depth":325,"text":1049},{"id":1055,"depth":325,"text":1056},{"id":1064,"depth":325,"text":1065},{"id":1090,"depth":318,"text":1091},{"id":1125,"depth":318,"text":1126},{"id":1132,"depth":318,"text":1133},{"id":288,"depth":318,"text":289},"The three payment-policy modes, how a deposit is sized across a multi-service visit, and exactly when a fee can be charged.","i-lucide-shield-check",[],{},30,[1192,1193,1037],"\u002Fhelp\u002Fcalendar\u002Freschedule-cancel-and-no-shows","\u002Fhelp\u002Fcheckout\u002Ftake-a-payment",{"title":253,"description":1186},"help\u002Fcheckout\u002Fdeposits-and-cancellation-fees","2026-07-26","75NZaIiVEhZyP5-WS0x8c3vCsiSvZJWqnOQUJRyjkHU",{"id":1199,"title":1200,"audience":6,"body":1201,"category":333,"description":1387,"draft":335,"extension":336,"icon":1388,"keywords":1389,"meta":1390,"navigation":340,"order":445,"path":345,"related":1391,"seo":1393,"stem":1394,"updatedAt":1196,"__hash__":1395},"help\u002Fhelp\u002Fsettings\u002Fservices-and-pricing.md","Services and pricing",{"type":8,"value":1202,"toc":1370},[1203,1206,1211,1215,1222,1225,1229,1232,1236,1239,1242,1245,1252,1256,1259,1262,1265,1269,1276,1285,1288,1293,1297,1300,1304,1307,1311,1318,1321,1325,1331,1334,1338,1349,1354,1356],[11,1204,1205],{},"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.",[11,1207,1208],{},[26,1209,1210],{},"Operations → Services",[15,1212,1214],{"id":1213},"organise-with-categories","Organise with categories",[11,1216,1217,1218,1221],{},"Group services into categories so the booking experience reads cleanly rather than as one long alphabetical list. Use ",[26,1219,1220],{},"Manage order"," to drag categories into the order you want, and services within each category.",[11,1223,1224],{},"The order you set here is the order clients see when booking.",[15,1226,1228],{"id":1227},"configure-a-service","Configure a service",[11,1230,1231],{},"Open a service and you get six tabs.",[176,1233,1235],{"id":1234},"basic","Basic",[11,1237,1238],{},"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.",[176,1240,1241],{"id":417},"Team",[11,1243,1244],{},"Choose who can be booked for this service. Leave it empty and everyone on the team is bookable for it.",[11,1246,1247,1248,1251],{},"Selected members can also carry their ",[26,1249,1250],{},"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.",[176,1253,1255],{"id":1254},"resources","Resources",[11,1257,1258],{},"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.",[176,1260,236],{"id":1261},"booking",[11,1263,1264],{},"Whether the service is bookable online, and the rules that apply when it is.",[176,1266,1268],{"id":1267},"forms","Forms",[11,1270,1271,1272,254],{},"Attach a form or consent to the service. It's offered — or required — as part of that booking. See ",[250,1273,1275],{"href":1274},"\u002Fhelp\u002Fclients\u002Fsend-forms-and-consents","Send forms and consents",[20,1277,1278],{},[11,1279,1280,1281,1284],{},"A service that requires a signed clinical form will ",[26,1282,1283],{},"block checkout"," until the form is signed. That's a deliberate safety gate, not a bug.",[176,1286,1287],{"id":333},"Settings",[11,1289,1290,1291,254],{},"Anything else that's specific to this service, including its own payment policy override. See ",[250,1292,253],{"href":252},[15,1294,1296],{"id":1295},"filtering-the-catalog","Filtering the catalog",[11,1298,1299],{},"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.",[15,1301,1303],{"id":1302},"bundles","Bundles",[11,1305,1306],{},"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.",[15,1308,1310],{"id":1309},"per-location-menus","Per-location menus",[11,1312,1313,1314,1317],{},"With more than one location, ",[26,1315,1316],{},"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.",[11,1319,1320],{},"With a single location the matrix is hidden — every service simply uses its base price.",[15,1322,1324],{"id":1323},"smart-pricing","Smart pricing",[11,1326,1327,1330],{},[26,1328,1329],{},"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.",[11,1332,1333],{},"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.",[15,1335,1337],{"id":1336},"importing-a-catalog","Importing a catalog",[11,1339,1340,1341,1344,1345,254],{},"If you're coming from another system, don't retype the list. ",[26,1342,1343],{},"Settings → Import"," brings services in with durations and prices mapped column by column. See ",[250,1346,1348],{"href":1347},"\u002Fhelp\u002Fsettings\u002Fimport-your-data","Import your data",[20,1350,1351],{},[11,1352,1353],{},"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.",[15,1355,289],{"id":288},[198,1357,1358,1364],{},[201,1359,1360,1363],{},[26,1361,1362],{},"Growth → Reports → Services"," — revenue and volume by service",[201,1365,1366,1369],{},[26,1367,1368],{},"Growth → Reports → Peak hours"," — when demand actually lands, which is what smart pricing rules should be built from",{"title":317,"searchDepth":318,"depth":318,"links":1371},[1372,1373,1381,1382,1383,1384,1385,1386],{"id":1213,"depth":318,"text":1214},{"id":1227,"depth":318,"text":1228,"children":1374},[1375,1376,1377,1378,1379,1380],{"id":1234,"depth":325,"text":1235},{"id":417,"depth":325,"text":1241},{"id":1254,"depth":325,"text":1255},{"id":1261,"depth":325,"text":236},{"id":1267,"depth":325,"text":1268},{"id":333,"depth":325,"text":1287},{"id":1295,"depth":318,"text":1296},{"id":1302,"depth":318,"text":1303},{"id":1309,"depth":318,"text":1310},{"id":1323,"depth":318,"text":1324},{"id":1336,"depth":318,"text":1337},{"id":288,"depth":318,"text":289},"Build the catalog that drives booking and checkout — durations, prices, who can perform what, and per-location overrides.","i-lucide-list",[],{},[1392,1037,252],"\u002Fhelp\u002Fgetting-started\u002Fset-up-your-workspace",{"title":1200,"description":1387},"help\u002Fsettings\u002Fservices-and-pricing","SRhXZdhmtcBvxxwQ8JXugj-lbJwg29J5t86wSzvQK7s",1790218961251]