[{"data":1,"prerenderedAt":1290},["ShallowReactive",2],{"help:\u002Fhelp\u002Fsettings\u002Froles-and-permissions":3,"help-all-categories":488,"help-cat-articles:\u002Fhelp\u002Fsettings\u002Froles-and-permissions":607,"help-related:\u002Fhelp\u002Fsettings\u002Froles-and-permissions":608},{"id":4,"title":5,"audience":6,"body":7,"category":471,"description":472,"draft":473,"extension":474,"icon":475,"keywords":476,"meta":477,"navigation":478,"order":479,"path":480,"related":481,"seo":484,"stem":485,"updatedAt":486,"__hash__":487},"help\u002Fhelp\u002Fsettings\u002Froles-and-permissions.md","Roles and permissions","clinic",{"type":8,"value":9,"toc":449},"minimark",[10,14,20,25,28,88,94,98,101,106,125,162,165,218,222,229,293,296,302,306,309,340,347,351,395,399,406,411,415,418,422,436,439,443],[11,12,13],"p",{},"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.",[11,15,16],{},[17,18,19],"strong",{},"Settings → Team & access → Permission roles",[21,22,24],"h2",{"id":23},"the-four-starting-roles","The four starting roles",[11,26,27],{},"Every business is created with four system roles you can adapt.",[29,30,31,44],"table",{},[32,33,34],"thead",{},[35,36,37,41],"tr",{},[38,39,40],"th",{},"Role",[38,42,43],{},"What it is",[45,46,47,58,68,78],"tbody",{},[35,48,49,55],{},[50,51,52],"td",{},[17,53,54],{},"Owner",[50,56,57],{},"Full access to everything, plus owner-reserved actions: enforcing multi-factor authentication and transferring ownership.",[35,59,60,65],{},[50,61,62],{},[17,63,64],{},"Admin",[50,66,67],{},"Full access to the business. Can invite people, manage the team, and change settings.",[35,69,70,75],{},[50,71,72],{},[17,73,74],{},"Manager",[50,76,77],{},"Operational lead. Manages clients, forms and sends, approves time off. Cannot change settings or invite users.",[35,79,80,85],{},[50,81,82],{},[17,83,84],{},"Staff",[50,86,87],{},"Standard team member. The capability set is adjustable per business.",[89,90,91],"note",{},[11,92,93],{},"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.",[21,95,97],{"id":96},"two-axes","Two axes",[11,99,100],{},"Access is controlled along two axes, and both matter.",[102,103,105],"h3",{"id":104},"_1-what-you-can-do","1. What you can do",[11,107,108,109,112,113,116,117,120,121,124],{},"Each of roughly three dozen capability areas carries its own actions — typically ",[17,110,111],{},"view",", ",[17,114,115],{},"manage",", and ",[17,118,119],{},"delete",", plus ",[17,122,123],{},"create"," where creating differs meaningfully from editing.",[11,126,127,128,112,131,112,134,112,137,112,140,112,143,112,146,112,149,112,152,112,155,116,158,161],{},"The permission editor groups them the way you think about the app: ",[17,129,130],{},"Calendar",[17,132,133],{},"Scheduling & timesheets",[17,135,136],{},"Sales",[17,138,139],{},"Clients",[17,141,142],{},"Catalog",[17,144,145],{},"Marketing",[17,147,148],{},"Inventory & Retail",[17,150,151],{},"Team",[17,153,154],{},"Reports",[17,156,157],{},"Workspace",[17,159,160],{},"AI concierge",".",[11,163,164],{},"Things are split more finely than you might expect, on purpose:",[166,167,168,178,187,197,203],"ul",{},[169,170,171,174,175,177],"li",{},[17,172,173],{},"Cash drawer"," is separate from ",[17,176,136],{}," — a cashier can ring up without holding the power to open, count and reconcile the till.",[169,179,180,174,183,186],{},[17,181,182],{},"Scheduling",[17,184,185],{},"Appointments"," — you can grant \"runs the rota and signs off payroll\" without handing over the client calendar.",[169,188,189,192,193,196],{},[17,190,191],{},"Client photos"," and ",[17,194,195],{},"clinical charts"," are separate from the client record — health imagery grants and revokes on its own.",[169,198,199,202],{},[17,200,201],{},"Compensation"," is its own area — someone can see their own earnings without seeing a colleague's.",[169,204,205,112,208,112,211,192,214,217],{},[17,206,207],{},"Purchasing",[17,209,210],{},"stock",[17,212,213],{},"transfers",[17,215,216],{},"products"," each grant independently, so a buyer can raise purchase orders without touching stock counts.",[102,219,221],{"id":220},"_2-which-rows-you-can-do-it-to","2. Which rows you can do it to",[11,223,224,225,228],{},"The ",[17,226,227],{},"data scope"," decides which records an action reaches:",[29,230,231,241],{},[32,232,233],{},[35,234,235,238],{},[38,236,237],{},"Scope",[38,239,240],{},"Meaning",[45,242,243,253,263,273,283],{},[35,244,245,250],{},[50,246,247],{},[17,248,249],{},"All",[50,251,252],{},"Everything in the business",[35,254,255,260],{},[50,256,257],{},[17,258,259],{},"Own",[50,261,262],{},"Only records belonging to this person",[35,264,265,270],{},[50,266,267],{},[17,268,269],{},"Assigned",[50,271,272],{},"Only records they're assigned to",[35,274,275,280],{},[50,276,277],{},[17,278,279],{},"Location",[50,281,282],{},"Only records at their location",[35,284,285,290],{},[50,286,287],{},[17,288,289],{},"None",[50,291,292],{},"Nothing",[11,294,295],{},"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.",[297,298,299],"warning",{},[11,300,301],{},"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.",[21,303,305],{"id":304},"fine-grained-client-access","Fine-grained client access",[11,307,308],{},"The client record is the most sensitive surface in the app, so it's split further:",[166,310,311,317,323,329,335],{},[169,312,313,316],{},[17,314,315],{},"Can view client profile"," — the base",[169,318,319,322],{},[17,320,321],{},"Can view contact details"," — email and phone",[169,324,325,328],{},[17,326,327],{},"Can view personal info"," — date of birth and home address",[169,330,331,334],{},[17,332,333],{},"Can view spending and wallet"," — lifetime value, balances, loyalty",[169,336,337],{},[17,338,339],{},"Can add and remove tags",[11,341,342,343,346],{},"Denied fields are masked in the interface ",[17,344,345],{},"and"," stripped from API responses — this is enforced at the server, not hidden with CSS.",[21,348,350],{"id":349},"building-a-custom-role","Building a custom role",[352,353,354,358,361,365,368,372,375,379,386,390],"steps",{},[102,355,357],{"id":356},"start-from-the-closest-system-role","Start from the closest system role",[11,359,360],{},"Duplicate it rather than building from an empty matrix. Empty matrices produce roles that can't do their job.",[102,362,364],{"id":363},"turn-on-the-areas-the-role-needs","Turn on the areas the role needs",[11,366,367],{},"Each area has a master toggle. The editor enforces parent-first ordering — a child permission can't take effect while its parent is off.",[102,369,371],{"id":370},"set-the-scope-for-each-area","Set the scope for each area",[11,373,374],{},"Only surfaces with end-to-end enforcement offer a scope picker, so every option you're shown actually does something.",[102,376,378],{"id":377},"preview-it","Preview it",[11,380,381,382,385],{},"Use ",[17,383,384],{},"View as"," to see the app exactly as that role sees it. This is the step people skip and then regret.",[102,387,389],{"id":388},"assign-it","Assign it",[11,391,392,393,161],{},"Set the role on each team member under ",[17,394,151],{},[21,396,398],{"id":397},"what-the-sidebar-tells-you","What the sidebar tells you",[11,400,401,402,405],{},"Every nav item is capability-gated, so people only see what they can open. An ",[17,403,404],{},"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.",[297,407,408],{},[11,409,410],{},"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.",[21,412,414],{"id":413},"multi-factor-authentication","Multi-factor authentication",[11,416,417],{},"Owners can require multi-factor authentication for the business. Once enforced, everyone is prompted to enrol at sign-in.",[21,419,421],{"id":420},"suspending-and-offboarding","Suspending and offboarding",[166,423,424,430],{},[169,425,426,429],{},[17,427,428],{},"Suspend"," locks someone out immediately while keeping their record and history intact",[169,431,432,435],{},[17,433,434],{},"Archive"," runs a reassignment wizard so their upcoming appointments and open work move to someone else before the record is closed",[11,437,438],{},"Neither deletes their history. Past sales, appointments and timesheets stay attached to them for reporting and payroll.",[21,440,442],{"id":441},"auditing","Auditing",[11,444,445,448],{},[17,446,447],{},"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":450,"searchDepth":451,"depth":451,"links":452},"",2,[453,454,459,460,467,468,469,470],{"id":23,"depth":451,"text":24},{"id":96,"depth":451,"text":97,"children":455},[456,458],{"id":104,"depth":457,"text":105},3,{"id":220,"depth":457,"text":221},{"id":304,"depth":451,"text":305},{"id":349,"depth":451,"text":350,"children":461},[462,463,464,465,466],{"id":356,"depth":457,"text":357},{"id":363,"depth":457,"text":364},{"id":370,"depth":457,"text":371},{"id":377,"depth":457,"text":378},{"id":388,"depth":457,"text":389},{"id":397,"depth":451,"text":398},{"id":413,"depth":451,"text":414},{"id":420,"depth":451,"text":421},{"id":441,"depth":451,"text":442},"settings","The four starting roles, the two axes that control access, and how to build a custom role without locking yourself out.",false,"md","i-lucide-shield-check",[],{},true,20,"\u002Fhelp\u002Fsettings\u002Froles-and-permissions",[482,483],"\u002Fhelp\u002Fteam\u002Fshifts-timesheets-and-time-off","\u002Fhelp\u002Fgrowth\u002Ffind-and-read-a-report",{"title":5,"description":472},"help\u002Fsettings\u002Froles-and-permissions","2026-09-01","TENSZfd1Unekw8skVK5ZgEABdPfFFfQpo8przNdYK7o",[489,500,509,518,528,538,548,558,568,577,587,597],{"id":490,"title":491,"audience":6,"description":492,"extension":493,"icon":494,"meta":495,"order":496,"slug":497,"stem":498,"__hash__":499},"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":501,"title":502,"audience":6,"description":503,"extension":493,"icon":504,"meta":505,"order":451,"slug":506,"stem":507,"__hash__":508},"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":510,"title":511,"audience":6,"description":512,"extension":493,"icon":513,"meta":514,"order":457,"slug":515,"stem":516,"__hash__":517},"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":519,"title":520,"audience":6,"description":521,"extension":493,"icon":522,"meta":523,"order":524,"slug":525,"stem":526,"__hash__":527},"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":529,"title":530,"audience":6,"description":531,"extension":493,"icon":532,"meta":533,"order":534,"slug":535,"stem":536,"__hash__":537},"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":539,"title":540,"audience":6,"description":541,"extension":493,"icon":542,"meta":543,"order":544,"slug":545,"stem":546,"__hash__":547},"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":549,"title":550,"audience":6,"description":551,"extension":493,"icon":552,"meta":553,"order":554,"slug":555,"stem":556,"__hash__":557},"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":559,"title":560,"audience":6,"description":561,"extension":493,"icon":562,"meta":563,"order":564,"slug":565,"stem":566,"__hash__":567},"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":569,"title":570,"audience":6,"description":571,"extension":493,"icon":572,"meta":573,"order":574,"slug":471,"stem":575,"__hash__":576},"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":578,"title":579,"audience":6,"description":580,"extension":493,"icon":581,"meta":582,"order":583,"slug":584,"stem":585,"__hash__":586},"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":588,"title":589,"audience":590,"description":591,"extension":493,"icon":592,"meta":593,"order":479,"slug":594,"stem":595,"__hash__":596},"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",{},"book-online","help\u002Fcategories\u002Fbook-online","dUBIoELt-ci1vqbw_VX1VA6PGJV8V-9x4ZmpAk1aXXE",{"id":598,"title":599,"audience":590,"description":600,"extension":493,"icon":601,"meta":602,"order":603,"slug":604,"stem":605,"__hash__":606},"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",[],[609,986],{"id":610,"title":611,"audience":6,"body":612,"category":555,"description":977,"draft":473,"extension":474,"icon":978,"keywords":979,"meta":980,"navigation":478,"order":583,"path":482,"related":981,"seo":983,"stem":984,"updatedAt":486,"__hash__":985},"help\u002Fhelp\u002Fteam\u002Fshifts-timesheets-and-time-off.md","Shifts, timesheets, and time off",{"type":8,"value":613,"toc":961},[614,617,666,670,677,684,688,695,699,704,707,733,746,749,754,758,782,786,849,852,856,859,866,870,877,880,885,888,891,916,921,924,927,931,937,941],[11,615,616],{},"Scheduling lives in three connected surfaces. Managing them needs the scheduling permission, which is deliberately separate from the ability to book appointments — you can grant \"runs the rota and signs off payroll\" without handing over the client calendar.",[29,618,619,628],{},[32,620,621],{},[35,622,623,626],{},[38,624,625],{},"Surface",[38,627,43],{},[45,629,630,645,656],{},[35,631,632,642],{},[50,633,634,637,638,641],{},[17,635,636],{},"Team → Scheduling"," (the ",[17,639,640],{},"Availability"," tab)",[50,643,644],{},"The recurring weekly template — who normally works when",[35,646,647,653],{},[50,648,649,652],{},[17,650,651],{},"Shifts"," (Scheduled shifts)",[50,654,655],{},"Overrides for a specific week",[35,657,658,663],{},[50,659,660],{},[17,661,662],{},"Timesheets",[50,664,665],{},"What was actually worked, and payroll approval",[21,667,669],{"id":668},"working-hours-the-template","Working hours: the template",[11,671,672,673,676],{},"The template is the default pattern: a person's usual days and times, repeating every week. It's the single most important thing to get right, because ",[17,674,675],{},"without hours nobody appears as bookable on the calendar"," — the day grid stays empty even though staff exist.",[11,678,679,680,683],{},"Set each person's working days and times. A day can carry a ",[17,681,682],{},"split range"," — 9am–12pm, then 2pm–6pm after a break.",[102,685,687],{"id":686},"shift-templates","Shift templates",[11,689,690,691,694],{},"Save a week you've built as a reusable ",[17,692,693],{},"shift template"," (\"Full-time M–F\", \"Weekends only\") and apply it to anyone's week. That turns setting up a new starter into two clicks.",[21,696,698],{"id":697},"scheduled-shifts-overrides","Scheduled shifts: overrides",[11,700,224,701,703],{},[17,702,651],{}," tab (Scheduled shifts) is the grid for changing one specific week without touching the template. Someone starting late on Tuesday, covering an extra Saturday, going home early on Friday.",[11,705,706],{},"Handy tools on the grid:",[166,708,709,715,721,727],{},[169,710,711,714],{},[17,712,713],{},"Copy week → next week"," — duplicate the overrides you've just built",[169,716,717,720],{},[17,718,719],{},"Pull last week"," — bring last week's overrides forward",[169,722,723,726],{},[17,724,725],{},"Copy Monday to all"," — fill a whole week from one day",[169,728,729,732],{},[17,730,731],{},"Clear"," — remove a date's override and let the recurring template take over again",[89,734,735],{},[11,736,737,738,741,742,745],{},"Approved time off and fixed-date holidays are ",[17,739,740],{},"protected",". Copying or pulling a week leaves those days exactly as they are, and tells you which days it left untouched and why. Time off is managed through ",[17,743,744],{},"Time off",", not by editing the shift grid.",[21,747,662],{"id":748},"timesheets",[11,750,751,753],{},[17,752,662],{}," holds clock-in records, paid hours, and approvals.",[102,755,757],{"id":756},"how-a-timesheet-is-created","How a timesheet is created",[166,759,760,770,776],{},[169,761,762,765,766,769],{},[17,763,764],{},"Clock"," — someone clocked in and out from the widget on ",[17,767,768],{},"Today",". This is the normal case.",[169,771,772,775],{},[17,773,774],{},"Manual"," — added by a manager, for a missed punch",[169,777,778,781],{},[17,779,780],{},"Auto"," — filled in automatically for a scheduled shift with no punch",[102,783,785],{"id":784},"states","States",[29,787,788,797],{},[32,789,790],{},[35,791,792,795],{},[38,793,794],{},"State",[38,796,240],{},[45,798,799,809,819,829,839],{},[35,800,801,806],{},[50,802,803],{},[17,804,805],{},"Clocked in",[50,807,808],{},"Live, still running",[35,810,811,816],{},[50,812,813],{},[17,814,815],{},"Clocked out",[50,817,818],{},"Finished, not yet reviewed",[35,820,821,826],{},[50,822,823],{},[17,824,825],{},"Edited",[50,827,828],{},"Adjusted by a manager after the fact",[35,830,831,836],{},[50,832,833],{},[17,834,835],{},"Approved",[50,837,838],{},"Signed off and locked for payroll",[35,840,841,846],{},[50,842,843],{},[17,844,845],{},"Voided",[50,847,848],{},"Discarded",[11,850,851],{},"Click a row to open its detail drawer — clock in\u002Fout, breaks, and the raw versus paid minutes. Breaks can be paid or unpaid, and the paid-minutes figure reflects that.",[102,853,855],{"id":854},"approving-a-week","Approving a week",[11,857,858],{},"Approve a week to lock it for payroll. Everything approved is what the payroll report is built from, so approval is the moment the hours become authoritative rather than provisional.",[11,860,861,862,865],{},"Payroll settings — pay period, rounding, break rules — sit behind ",[17,863,864],{},"Payroll settings"," on the same page.",[102,867,869],{"id":868},"staff-view","Staff view",[11,871,872,873,876],{},"Staff can't open the team timesheet page. They see their own worked hours under ",[17,874,875],{},"My hours",", which reads the same records self-scoped to them.",[21,878,744],{"id":879},"time-off",[11,881,882],{},[17,883,884],{},"Operations → Time off",[11,886,887],{},"Anyone can request time off. Managers and admins approve or deny, with an optional note back to the requester.",[11,889,890],{},"The page shows four figures for the year:",[166,892,893,899,904,910],{},[169,894,895,898],{},[17,896,897],{},"Allotted"," — days available",[169,900,901,903],{},[17,902,835],{}," — booked",[169,905,906,909],{},[17,907,908],{},"Pending"," — awaiting review",[169,911,912,915],{},[17,913,914],{},"Remaining"," — still available",[89,917,918],{},[11,919,920],{},"Only paid vacation counts against the balance. Sick days, personal days, unpaid leave and other types are tracked separately, so a run of sick days doesn't quietly eat someone's holiday.",[11,922,923],{},"When you review a request, Owneli tells you who else is already off in that window — the thing you actually need to know before approving.",[11,925,926],{},"Approving blocks those dates on the calendar automatically. A pending-approval count shows on the sidebar so requests don't sit unseen.",[102,928,930],{"id":929},"configuring-it","Configuring it",[11,932,933,936],{},[17,934,935],{},"Settings → Time off & notifications"," sets which days count as working days (default Monday to Friday), which request types staff can pick, and who receives time-off request emails. Leave the approver list empty to notify every admin and owner.",[21,938,940],{"id":939},"reporting","Reporting",[166,942,943,949,955],{},[169,944,945,948],{},[17,946,947],{},"Growth → Reports → Working hours"," — scheduled versus worked",[169,950,951,954],{},[17,952,953],{},"Growth → Reports → Payroll & commission"," — the pay run, hours with tips",[169,956,957,960],{},[17,958,959],{},"Growth → Reports → Wages"," — labour cost against revenue",{"title":450,"searchDepth":451,"depth":451,"links":962},[963,966,967,973,976],{"id":668,"depth":451,"text":669,"children":964},[965],{"id":686,"depth":457,"text":687},{"id":697,"depth":451,"text":698},{"id":748,"depth":451,"text":662,"children":968},[969,970,971,972],{"id":756,"depth":457,"text":757},{"id":784,"depth":457,"text":785},{"id":854,"depth":457,"text":855},{"id":868,"depth":457,"text":869},{"id":879,"depth":451,"text":744,"children":974},[975],{"id":929,"depth":457,"text":930},{"id":939,"depth":451,"text":940},"Set the weekly template, override a single week, approve worked hours for payroll, and handle holiday requests.","i-lucide-calendar-clock",[],{},[982,480],"\u002Fhelp\u002Fgetting-started\u002Fyour-day-in-workroom",{"title":611,"description":977},"help\u002Fteam\u002Fshifts-timesheets-and-time-off","fnqDFo33exT5C29WcudFuQDiKxl_Mo-F28TvSTdhZsk",{"id":987,"title":988,"audience":6,"body":989,"category":565,"description":1280,"draft":473,"extension":474,"icon":1281,"keywords":1282,"meta":1283,"navigation":478,"order":583,"path":483,"related":1284,"seo":1287,"stem":1288,"updatedAt":486,"__hash__":1289},"help\u002Fhelp\u002Fgrowth\u002Ffind-and-read-a-report.md","Find and read a report",{"type":8,"value":990,"toc":1267},[991,997,1001,1015,1019,1022,1025,1029,1035,1039,1042,1049,1053,1060,1074,1077,1081,1084,1088,1095,1099,1105,1163,1167,1173,1177,1180,1185,1189],[11,992,993,996],{},[17,994,995],{},"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.",[21,998,1000],{"id":999},"two-tiers","Two tiers",[166,1002,1003,1009],{},[169,1004,1005,1008],{},[17,1006,1007],{},"Dashboards"," — a designed overview of one area. Performance, sales, clients, operations. Start here when you don't yet know what you're looking for.",[169,1010,1011,1014],{},[17,1012,1013],{},"Standard reports"," — a single focused table. Use these when you already know the question.",[21,1016,1018],{"id":1017},"seven-categories","Seven categories",[11,1020,1021],{},"Sales · Operations · Appointments · Team · Clients · Inventory · Finance",[11,1023,1024],{},"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.",[21,1026,1028],{"id":1027},"favourites","Favourites",[11,1030,1031,1032,1034],{},"Star a report and it lands under the ",[17,1033,1028],{}," 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.",[21,1036,1038],{"id":1037},"date-range","Date range",[11,1040,1041],{},"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.",[11,1043,1044,1045,1048],{},"Relative presets like \"Last 30 days\" re-derive their dates each time you come back, so a bookmarked report is never stale. ",[17,1046,1047],{},"Custom"," pins a fixed window.",[21,1050,1052],{"id":1051},"comparison","Comparison",[11,1054,1055,1056,1059],{},"Set ",[17,1057,1058],{},"Compare to"," and every figure gains its prior-period counterpart plus the change between them:",[166,1061,1062,1068],{},[169,1063,1064,1067],{},[17,1065,1066],{},"Previous period"," — the same length of time immediately before",[169,1069,1070,1073],{},[17,1071,1072],{},"Previous year"," — the same window a year earlier",[11,1075,1076],{},"For a seasonal business, previous year is usually the honest comparison.",[21,1078,1080],{"id":1079},"filters","Filters",[11,1082,1083],{},"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.",[21,1085,1087],{"id":1086},"drilling-in","Drilling in",[11,1089,1090,1091,1094],{},"Numbers link through to what's behind them. A sales figure opens the underlying transactions in ",[17,1092,1093],{},"POS → Sales"," with the same filters applied. A report is a starting point, not a dead end.",[21,1096,1098],{"id":1097},"exporting","Exporting",[11,1100,224,1101,1104],{},[17,1102,1103],{},"Options"," menu on any report:",[29,1106,1107,1117],{},[32,1108,1109],{},[35,1110,1111,1114],{},[38,1112,1113],{},"Action",[38,1115,1116],{},"What happens",[45,1118,1119,1129,1143,1153],{},[35,1120,1121,1126],{},[50,1122,1123],{},[17,1124,1125],{},"Export CSV",[50,1127,1128],{},"Downloads immediately in the browser",[35,1130,1131,1136],{},[50,1132,1133],{},[17,1134,1135],{},"Export Excel",[50,1137,1138,1139],{},"Generates an ",[1140,1141,1142],"code",{},".xlsx",[35,1144,1145,1150],{},[50,1146,1147],{},[17,1148,1149],{},"Export PDF",[50,1151,1152],{},"Generates a formatted PDF",[35,1154,1155,1160],{},[50,1156,1157],{},[17,1158,1159],{},"Add to favourites",[50,1161,1162],{},"Pins it under the Favourites filter",[21,1164,1166],{"id":1165},"build-your-own","Build your own",[11,1168,1169,1172],{},[17,1170,1171],{},"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.",[21,1174,1176],{"id":1175},"what-you-can-see","What you can see",[11,1178,1179],{},"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.",[297,1181,1182],{},[11,1183,1184],{},"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.",[21,1186,1188],{"id":1187},"which-report-answers-what","Which report answers what",[29,1190,1191,1201],{},[32,1192,1193],{},[35,1194,1195,1198],{},[38,1196,1197],{},"Question",[38,1199,1200],{},"Where to look",[45,1202,1203,1211,1219,1227,1235,1243,1251,1259],{},[35,1204,1205,1208],{},[50,1206,1207],{},"How did today go?",[50,1209,1210],{},"Performance dashboard",[35,1212,1213,1216],{},[50,1214,1215],{},"What did we take, and how?",[50,1217,1218],{},"Sales summary · Payment transactions",[35,1220,1221,1224],{},[50,1222,1223],{},"Is the till right?",[50,1225,1226],{},"Cash drawer over\u002Fshort",[35,1228,1229,1232],{},[50,1230,1231],{},"Who isn't turning up?",[50,1233,1234],{},"Cancellations & no-shows · Cancellation & no-show fees",[35,1236,1237,1240],{},[50,1238,1239],{},"What do we owe?",[50,1241,1242],{},"Liabilities · Gift card liability · Deferred revenue",[35,1244,1245,1248],{},[50,1246,1247],{},"Are clients coming back?",[50,1249,1250],{},"Retention · Rebook conversion · New vs returning",[35,1252,1253,1256],{},[50,1254,1255],{},"What should we reorder?",[50,1257,1258],{},"Stock on hand · Reorder",[35,1260,1261,1264],{},[50,1262,1263],{},"What do we owe the team?",[50,1265,1266],{},"Payroll & commission · Wages · Tips",{"title":450,"searchDepth":451,"depth":451,"links":1268},[1269,1270,1271,1272,1273,1274,1275,1276,1277,1278,1279],{"id":999,"depth":451,"text":1000},{"id":1017,"depth":451,"text":1018},{"id":1027,"depth":451,"text":1028},{"id":1037,"depth":451,"text":1038},{"id":1051,"depth":451,"text":1052},{"id":1079,"depth":451,"text":1080},{"id":1086,"depth":451,"text":1087},{"id":1097,"depth":451,"text":1098},{"id":1165,"depth":451,"text":1166},{"id":1175,"depth":451,"text":1176},{"id":1187,"depth":451,"text":1188},"How the reporting hub is organised, how ranges and comparisons work, and how to get the numbers out.","i-lucide-bar-chart-3",[],{},[1285,1286],"\u002Fhelp\u002Fcheckout\u002Frefunds-and-the-cash-drawer","\u002Fhelp\u002Fretail\u002Fgift-cards",{"title":988,"description":1280},"help\u002Fgrowth\u002Ffind-and-read-a-report","9pb6AxvJUnJWj8hY-B1TKO0fhwRqiTG3EMJ8VUcvJFk",1790218961443]