[{"data":1,"prerenderedAt":1060},["ShallowReactive",2],{"help:\u002Fhelp\u002Fsettings\u002Fservices-and-pricing":3,"help-all-categories":229,"help-cat-articles:\u002Fhelp\u002Fsettings\u002Fservices-and-pricing":347,"help-related:\u002Fhelp\u002Fsettings\u002Fservices-and-pricing":348},{"id":4,"title":5,"audience":6,"body":7,"category":103,"description":213,"draft":214,"extension":215,"icon":216,"keywords":217,"meta":218,"navigation":219,"order":220,"path":221,"related":222,"seo":225,"stem":226,"updatedAt":227,"__hash__":228},"help\u002Fhelp\u002Fsettings\u002Fservices-and-pricing.md","Services and pricing","clinic",{"type":8,"value":9,"toc":193},"minimark",[10,14,20,25,32,35,39,42,47,50,54,57,64,68,71,75,78,82,91,101,105,112,116,119,123,126,130,137,140,144,150,153,157,168,173,177],[11,12,13],"p",{},"The service catalog is what you offer, how long each thing takes, and what it costs. Everything downstream reads from it — the calendar's booking panel, the public booking page, and checkout.",[11,15,16],{},[17,18,19],"strong",{},"Operations → Services",[21,22,24],"h2",{"id":23},"organise-with-categories","Organise with categories",[11,26,27,28,31],{},"Group services into categories so the booking experience reads cleanly rather than as one long alphabetical list. Use ",[17,29,30],{},"Manage order"," to drag categories into the order you want, and services within each category.",[11,33,34],{},"The order you set here is the order clients see when booking.",[21,36,38],{"id":37},"configure-a-service","Configure a service",[11,40,41],{},"Open a service and you get six tabs.",[43,44,46],"h3",{"id":45},"basic","Basic",[11,48,49],{},"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.",[43,51,53],{"id":52},"team","Team",[11,55,56],{},"Choose who can be booked for this service. Leave it empty and everyone on the team is bookable for it.",[11,58,59,60,63],{},"Selected members can also carry their ",[17,61,62],{},"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.",[43,65,67],{"id":66},"resources","Resources",[11,69,70],{},"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.",[43,72,74],{"id":73},"booking","Booking",[11,76,77],{},"Whether the service is bookable online, and the rules that apply when it is.",[43,79,81],{"id":80},"forms","Forms",[11,83,84,85,90],{},"Attach a form or consent to the service. It's offered — or required — as part of that booking. See ",[86,87,89],"a",{"href":88},"\u002Fhelp\u002Fclients\u002Fsend-forms-and-consents","Send forms and consents",".",[92,93,94],"warning",{},[11,95,96,97,100],{},"A service that requires a signed clinical form will ",[17,98,99],{},"block checkout"," until the form is signed. That's a deliberate safety gate, not a bug.",[43,102,104],{"id":103},"settings","Settings",[11,106,107,108,90],{},"Anything else that's specific to this service, including its own payment policy override. See ",[86,109,111],{"href":110},"\u002Fhelp\u002Fcheckout\u002Fdeposits-and-cancellation-fees","Deposits, cancellation and no-show fees",[21,113,115],{"id":114},"filtering-the-catalog","Filtering the catalog",[11,117,118],{},"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.",[21,120,122],{"id":121},"bundles","Bundles",[11,124,125],{},"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.",[21,127,129],{"id":128},"per-location-menus","Per-location menus",[11,131,132,133,136],{},"With more than one location, ",[17,134,135],{},"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.",[11,138,139],{},"With a single location the matrix is hidden — every service simply uses its base price.",[21,141,143],{"id":142},"smart-pricing","Smart pricing",[11,145,146,149],{},[17,147,148],{},"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.",[11,151,152],{},"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.",[21,154,156],{"id":155},"importing-a-catalog","Importing a catalog",[11,158,159,160,163,164,90],{},"If you're coming from another system, don't retype the list. ",[17,161,162],{},"Settings → Import"," brings services in with durations and prices mapped column by column. See ",[86,165,167],{"href":166},"\u002Fhelp\u002Fsettings\u002Fimport-your-data","Import your data",[92,169,170],{},[11,171,172],{},"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.",[21,174,176],{"id":175},"reporting","Reporting",[178,179,180,187],"ul",{},[181,182,183,186],"li",{},[17,184,185],{},"Growth → Reports → Services"," — revenue and volume by service",[181,188,189,192],{},[17,190,191],{},"Growth → Reports → Peak hours"," — when demand actually lands, which is what smart pricing rules should be built from",{"title":194,"searchDepth":195,"depth":195,"links":196},"",2,[197,198,207,208,209,210,211,212],{"id":23,"depth":195,"text":24},{"id":37,"depth":195,"text":38,"children":199},[200,202,203,204,205,206],{"id":45,"depth":201,"text":46},3,{"id":52,"depth":201,"text":53},{"id":66,"depth":201,"text":67},{"id":73,"depth":201,"text":74},{"id":80,"depth":201,"text":81},{"id":103,"depth":201,"text":104},{"id":114,"depth":195,"text":115},{"id":121,"depth":195,"text":122},{"id":128,"depth":195,"text":129},{"id":142,"depth":195,"text":143},{"id":155,"depth":195,"text":156},{"id":175,"depth":195,"text":176},"Build the catalog that drives booking and checkout — durations, prices, who can perform what, and per-location overrides.",false,"md","i-lucide-list",[],{},true,10,"\u002Fhelp\u002Fsettings\u002Fservices-and-pricing",[223,224,110],"\u002Fhelp\u002Fgetting-started\u002Fset-up-your-workspace","\u002Fhelp\u002Fcalendar\u002Fbook-an-appointment",{"title":5,"description":213},"help\u002Fsettings\u002Fservices-and-pricing","2026-07-26","SRhXZdhmtcBvxxwQ8JXugj-lbJwg29J5t86wSzvQK7s",[230,241,250,259,269,279,289,298,308,317,326,337],{"id":231,"title":232,"audience":6,"description":233,"extension":234,"icon":235,"meta":236,"order":237,"slug":238,"stem":239,"__hash__":240},"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":242,"title":243,"audience":6,"description":244,"extension":234,"icon":245,"meta":246,"order":195,"slug":247,"stem":248,"__hash__":249},"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":251,"title":252,"audience":6,"description":253,"extension":234,"icon":254,"meta":255,"order":201,"slug":256,"stem":257,"__hash__":258},"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":260,"title":261,"audience":6,"description":262,"extension":234,"icon":263,"meta":264,"order":265,"slug":266,"stem":267,"__hash__":268},"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":270,"title":271,"audience":6,"description":272,"extension":234,"icon":273,"meta":274,"order":275,"slug":276,"stem":277,"__hash__":278},"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":280,"title":281,"audience":6,"description":282,"extension":234,"icon":283,"meta":284,"order":285,"slug":286,"stem":287,"__hash__":288},"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":290,"title":291,"audience":6,"description":292,"extension":234,"icon":293,"meta":294,"order":295,"slug":52,"stem":296,"__hash__":297},"helpCategories\u002Fhelp\u002Fcategories\u002Fteam.yml","Team & scheduling","Working hours, the weekly roster, clock-in, timesheets, and time off.","i-lucide-id-card",{},7,"help\u002Fcategories\u002Fteam","1cMbCRwUmewb4t_DwUJ7jJUjntx-odU8jRDgBredsPs",{"id":299,"title":300,"audience":6,"description":301,"extension":234,"icon":302,"meta":303,"order":304,"slug":305,"stem":306,"__hash__":307},"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":309,"title":310,"audience":6,"description":311,"extension":234,"icon":312,"meta":313,"order":314,"slug":103,"stem":315,"__hash__":316},"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":318,"title":319,"audience":6,"description":320,"extension":234,"icon":321,"meta":322,"order":220,"slug":323,"stem":324,"__hash__":325},"helpCategories\u002Fhelp\u002Fcategories\u002Faccount.yml","Your login and profile","Your own login, password, two-factor security, profile, and language.","i-lucide-user-circle",{},"account","help\u002Fcategories\u002Faccount","8JZPH_8Q-lnEEFgysE9gCwyd1pzUe2hfAebATuQ5Pog",{"id":327,"title":328,"audience":329,"description":330,"extension":234,"icon":331,"meta":332,"order":333,"slug":334,"stem":335,"__hash__":336},"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":338,"title":339,"audience":329,"description":340,"extension":234,"icon":341,"meta":342,"order":343,"slug":344,"stem":345,"__hash__":346},"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",[],[349,530,728],{"id":350,"title":351,"audience":6,"body":352,"category":238,"description":520,"draft":214,"extension":215,"icon":521,"keywords":522,"meta":523,"navigation":219,"order":333,"path":223,"related":524,"seo":526,"stem":527,"updatedAt":528,"__hash__":529},"help\u002Fhelp\u002Fgetting-started\u002Fset-up-your-workspace.md","Set up your workspace",{"type":8,"value":353,"toc":502},[354,365,368,372,376,382,386,392,396,401,405,411,415,421,425,430,434,438,446,450,460,464,470,474,480,484,490,495,499],[11,355,356,357,360,361,364],{},"A new business sees a ",[17,358,359],{},"Setup"," card at the top of ",[17,362,363],{},"Today",". It isn't a wizard — it reads your actual data and ticks itself off as you go. You can work the list in any order, dismiss the card and bring it back later, and it will still be right.",[11,366,367],{},"Six items are required. The rest are optional and don't hold the progress bar back.",[21,369,371],{"id":370},"required","Required",[43,373,375],{"id":374},"set-your-brand-colour-and-logo","Set your brand colour and logo",[11,377,378,381],{},[17,379,380],{},"Settings → Organization details"," · Your colour and logo are used on outbound emails, the public booking page, and receipts. Do this first — everything a client sees inherits from it.",[43,383,385],{"id":384},"add-your-first-location","Add your first location",[11,387,388,391],{},[17,389,390],{},"Settings → Locations"," · A location is where you operate: address, timezone, opening hours, contact details. Public booking will not work at all until at least one location exists, because the public URL is location-first.",[43,393,395],{"id":394},"add-at-least-one-service","Add at least one service",[11,397,398,400],{},[17,399,19],{}," · A service is what you offer, how long it takes, and what it costs. Nothing can be booked or sold until one exists.",[43,402,404],{"id":403},"set-staff-working-hours","Set staff working hours",[11,406,407,410],{},[17,408,409],{},"Team → Scheduling"," · Without hours, nobody appears as bookable on the calendar — the day grid will be empty even though staff exist. Set a weekly template per person; you can override individual days later.",[43,412,414],{"id":413},"add-your-first-client","Add your first client",[11,416,417,420],{},[17,418,419],{},"Clients"," · Add one by hand, or import your existing list.",[43,422,424],{"id":423},"invite-your-team","Invite your team",[11,426,427,429],{},[17,428,53],{}," · Each person you invite gets their own calendar, timesheet, and reports. If you're a one-person business this item is marked optional automatically and won't block you.",[21,431,433],{"id":432},"optional","Optional",[43,435,437],{"id":436},"import-your-existing-data","Import your existing data",[11,439,440,443,444,90],{},[17,441,442],{},"Settings → Import data"," · Bring clients, services, products, memberships, waitlist and stock over from Fresha or another system. Everything is mapped column-by-column, de-duplicated, and reversible in one click. See ",[86,445,167],{"href":166},[43,447,449],{"id":448},"turn-on-public-booking","Turn on public booking",[11,451,452,455,456,459],{},[17,453,454],{},"Settings → Booking → Online booking"," · Lets clients self-book at your public venue page. This one only counts as done when you can actually take a booking — you need a location, a service, ",[17,457,458],{},"and"," staff hours. Turning the toggle on without those three does nothing useful.",[43,461,463],{"id":462},"connect-payments","Connect payments",[11,465,466,469],{},[17,467,468],{},"Settings → Payment processor"," · Connect Stripe to take card payments, collect deposits, and bill memberships automatically. Until this is connected you can still record cash, cheque, and external-terminal card payments — you just can't charge a card from inside Owneli.",[43,471,473],{"id":472},"set-your-tax-rate","Set your tax rate",[11,475,476,479],{},[17,477,478],{},"Settings → Tax rates"," · So checkout and receipts charge the right tax on every sale. You can define named rates and apply per-service overrides.",[43,481,483],{"id":482},"stock-the-retail-shelf","Stock the retail shelf",[11,485,486,489],{},[17,487,488],{},"Retail → Products"," · Only relevant if you sell physical products at checkout.",[92,491,492],{},[11,493,494],{},"Order matters more than the checklist implies. Services before staff hours, staff hours before public booking, and payments before you rely on deposits or membership auto-billing.",[21,496,498],{"id":497},"when-youre-done","When you're done",[11,500,501],{},"The card disappears on its own once every required item is ticked. You can dismiss it earlier — the dismissal is per business, so hiding it for one business doesn't hide it for another you own.",{"title":194,"searchDepth":195,"depth":195,"links":503},[504,512,519],{"id":370,"depth":195,"text":371,"children":505},[506,507,508,509,510,511],{"id":374,"depth":201,"text":375},{"id":384,"depth":201,"text":385},{"id":394,"depth":201,"text":395},{"id":403,"depth":201,"text":404},{"id":413,"depth":201,"text":414},{"id":423,"depth":201,"text":424},{"id":432,"depth":195,"text":433,"children":513},[514,515,516,517,518],{"id":436,"depth":201,"text":437},{"id":448,"depth":201,"text":449},{"id":462,"depth":201,"text":463},{"id":472,"depth":201,"text":473},{"id":482,"depth":201,"text":483},{"id":497,"depth":195,"text":498},"The setup checklist on Today, item by item — what each one unlocks and which ones you can skip.","i-lucide-list-checks",[],{},[525,221,166],"\u002Fhelp\u002Fgetting-started\u002Fwelcome",{"title":351,"description":520},"help\u002Fgetting-started\u002Fset-up-your-workspace","2026-09-01","iv2TlDvYO_s36I2mB9d1MLmAViWlv3tg_P9FuhBye-A",{"id":531,"title":532,"audience":6,"body":533,"category":247,"description":718,"draft":214,"extension":215,"icon":719,"keywords":720,"meta":721,"navigation":219,"order":333,"path":224,"related":722,"seo":725,"stem":726,"updatedAt":528,"__hash__":727},"help\u002Fhelp\u002Fcalendar\u002Fbook-an-appointment.md","Book an appointment",{"type":8,"value":534,"toc":703},[535,538,542,566,570,651,655,658,668,672,675,679,690,694,697],[11,536,537],{},"Bookings are made in one panel that slides in from the right. You can open it from anywhere in the app, so you never have to navigate to the calendar first just to take a booking over the phone.",[21,539,541],{"id":540},"open-the-booking-panel","Open the booking panel",[178,543,544,547,554],{},[181,545,546],{},"Click an empty slot on the calendar — the date, time, and team member are pre-filled from where you clicked",[181,548,549,550,553],{},"Use ",[17,551,552],{},"Add → New appointment"," in the calendar toolbar",[181,555,556,557,561,562,565],{},"Use the search palette (",[558,559,560],"code",{},"⌘K"," \u002F ",[558,563,564],{},"Ctrl+K",")",[21,567,569],{"id":568},"build-the-booking","Build the booking",[571,572,573,577,584,587,591,594,597,601,604,607,611,618,621,625,644,648],"steps",{},[43,574,576],{"id":575},"pick-the-client","Pick the client",[11,578,579,580,583],{},"Search by name, email, or phone. If they're new, ",[17,581,582],{},"New client"," opens the add-client overlay without losing your booking — you come straight back with them attached.",[11,585,586],{},"Once a client is attached you'll see a snapshot beside the form: their upcoming visits, what they usually book, and any tags. Recent services appear as one-tap cards, so rebooking a regular is a single click.",[43,588,590],{"id":589},"choose-services","Choose services",[11,592,593],{},"Pick one or more. Each service you add extends the visit and stacks in the summary with its own duration and price.",[11,595,596],{},"Where a service has pricing options or variants, choose one — the duration and price follow the option, not the base service. If the client holds a membership that discounts this service, the member price is shown.",[43,598,600],{"id":599},"assign-a-provider","Assign a provider",[11,602,603],{},"Each service can go to a different team member, so a visit that starts with one person and finishes with another books as one appointment rather than two.",[11,605,606],{},"Only staff who are bookable and have working hours that day appear.",[43,608,610],{"id":609},"pick-a-time","Pick a time",[11,612,613,614,617],{},"Open slots for the selected date are offered. If the day is full, ",[17,615,616],{},"Find next available"," jumps to the next date that fits.",[11,619,620],{},"You can still book outside working hours — the panel warns you that the slot is off-hours and lets you book anyway. That's how you take the 7am regular who arrives before the doors open.",[43,622,624],{"id":623},"add-anything-else","Add anything else",[178,626,627,632,638],{},[181,628,629,631],{},[17,630,67],{}," — if the service needs a room or a machine, it's reserved with the booking. Equipment already taken at that time is shown as busy.",[181,633,634,637],{},[17,635,636],{},"Internal note"," — visible to staff only, never to the client.",[181,639,640,643],{},[17,641,642],{},"Repeat"," — weekly, every two weeks, every four weeks, or monthly, for a set number of occurrences. Owneli books the whole series at once and tells you if any occurrence had to be skipped because of a clash.",[43,645,647],{"id":646},"book-it","Book it",[11,649,650],{},"The footer shows the full visit — total duration, total price, and any deposit due. Confirm and the block appears on the grid.",[21,652,654],{"id":653},"payment-terms-for-this-booking","Payment terms for this booking",[11,656,657],{},"If your business requires a card on file or a deposit, the panel shows what applies and what's due. You can override it for this one booking — no card, card on file, or deposit — without changing your business-wide policy.",[92,659,660],{},[11,661,662,663,665,666,90],{},"Overriding down to \"no card\" for a booking waives the deposit ",[17,664,458],{}," the ability to charge that client a late-cancellation or no-show fee later. Fees can only be collected where a card was captured. See ",[86,667,111],{"href":110},[21,669,671],{"id":670},"double-bookings","Double bookings",[11,673,674],{},"By default an overlapping booking is refused. If your business has overlapping bookings enabled, the booking succeeds and you get a notice naming the appointment it stacked on, so a deliberate double-book never looks like an accident.",[21,676,678],{"id":677},"group-bookings","Group bookings",[11,680,681,682,685,686,689],{},"To book several guests into one visit, use ",[17,683,684],{},"Add → Group appointment"," in the calendar toolbar, or ",[17,687,688],{},"Group appointment"," from the empty-slot menu. Each guest gets their own service and provider, and they move, check in, and check out together.",[21,691,693],{"id":692},"after-the-appointment-is-booked","After the appointment is booked",[11,695,696],{},"The block on the grid is the appointment's home. Clicking it opens the detail panel where you check the client in, add services, take payment, reschedule, or cancel.",[698,699,700],"tip",{},[11,701,702],{},"Confirmation emails and reminders go out automatically based on your automation settings — you don't send them by hand.",{"title":194,"searchDepth":195,"depth":195,"links":704},[705,706,714,715,716,717],{"id":540,"depth":195,"text":541},{"id":568,"depth":195,"text":569,"children":707},[708,709,710,711,712,713],{"id":575,"depth":201,"text":576},{"id":589,"depth":201,"text":590},{"id":599,"depth":201,"text":600},{"id":609,"depth":201,"text":610},{"id":623,"depth":201,"text":624},{"id":646,"depth":201,"text":647},{"id":653,"depth":195,"text":654},{"id":670,"depth":195,"text":671},{"id":677,"depth":195,"text":678},{"id":692,"depth":195,"text":693},"Build a booking from the calendar — client, services, provider, time — plus repeats, resources, and per-booking payment terms.","i-lucide-calendar-plus",[],{},[723,724,110],"\u002Fhelp\u002Fcalendar\u002Ffind-your-way-around","\u002Fhelp\u002Fcalendar\u002Freschedule-cancel-and-no-shows",{"title":532,"description":718},"help\u002Fcalendar\u002Fbook-an-appointment","ooMBrRZqK4Rsj4YDfn_1kEncmLcAVprsjqqyf0yW8_w",{"id":729,"title":111,"audience":6,"body":730,"category":256,"description":1050,"draft":214,"extension":215,"icon":1051,"keywords":1052,"meta":1053,"navigation":219,"order":1054,"path":110,"related":1055,"seo":1057,"stem":1058,"updatedAt":227,"__hash__":1059},"help\u002Fhelp\u002Fcheckout\u002Fdeposits-and-cancellation-fees.md",{"type":8,"value":731,"toc":1030},[732,735,740,744,747,797,809,813,824,828,835,839,842,852,858,862,865,869,878,884,888,891,925,929,936,942,951,955,958,976,986,990,993,997,1004,1006],[11,733,734],{},"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.",[11,736,737],{},[17,738,739],{},"Settings → Payments → Payment policy",[21,741,743],{"id":742},"the-three-modes","The three modes",[11,745,746],{},"Everything starts with one choice.",[748,749,750,763],"table",{},[751,752,753],"thead",{},[754,755,756,760],"tr",{},[757,758,759],"th",{},"Mode",[757,761,762],{},"What happens at booking",[764,765,766,777,787],"tbody",{},[754,767,768,774],{},[769,770,771],"td",{},[17,772,773],{},"No policy",[769,775,776],{},"Nothing is asked for. No card, no deposit.",[754,778,779,784],{},[769,780,781],{},[17,782,783],{},"Card on file",[769,785,786],{},"A card is required to book. The client is not charged at booking.",[754,788,789,794],{},[769,790,791],{},[17,792,793],{},"Deposit",[769,795,796],{},"A deposit is required to book, and it's taken at booking.",[798,799,800],"caution",{},[11,801,802,803,805,806,808],{},"Under ",[17,804,773],{}," you cannot charge a late-cancellation or no-show fee — there is no card to charge. Enabling a fee while the mode is ",[17,807,773],{}," does nothing. The booking screen won't even disclose the fee, because it can never be collected.",[21,810,812],{"id":811},"sizing-the-deposit","Sizing the deposit",[11,814,815,816,819,820,823],{},"A deposit is either a ",[17,817,818],{},"percentage"," of the visit or a ",[17,821,822],{},"fixed amount",". A percentage of an $800 course is a very different number from a percentage of a $40 add-on, so pick deliberately.",[43,825,827],{"id":826},"across-a-multi-service-visit","Across a multi-service visit",[11,829,830,831,834],{},"When a visit has several services, all the services without their own override are pooled and the deposit is sized ",[17,832,833],{},"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.",[21,836,838],{"id":837},"cancellation-and-no-show-fees","Cancellation and no-show fees",[11,840,841],{},"Both can be a percentage of the visit or a fixed amount, and each is switched on independently.",[11,843,844,847,848,851],{},[17,845,846],{},"Late cancellation"," also has a ",[17,849,850],{},"window",", in hours. Cancel earlier than the window and it's free. Cancel inside the window and the fee applies.",[11,853,854,857],{},[17,855,856],{},"No-show"," has no window — it applies when the appointment is marked as a no-show.",[21,859,861],{"id":860},"the-minimum-appointment-value","The minimum appointment value",[11,863,864],{},"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\".",[21,866,868],{"id":867},"escalation","Escalation",[11,870,871,872,874,875,877],{},"Optionally, a booking whose total crosses a threshold can be forced to take a deposit even when your normal mode is ",[17,873,773],{}," or ",[17,876,783],{},". Set the threshold and, if you want, a different sizing for the escalated deposit.",[11,879,880,881,883],{},"Escalation is skipped entirely when your mode is already ",[17,882,793],{},", and it never produces a deposit step with nothing due.",[21,885,887],{"id":886},"overrides","Overrides",[11,889,890],{},"Policy is resolved in this order, most specific first:",[571,892,893,897,902,906,909,913,916,920],{},[43,894,896],{"id":895},"the-individual-booking","The individual booking",[11,898,899,900,90],{},"Whoever takes the booking can override the terms for that one appointment. See ",[86,901,532],{"href":224},[43,903,905],{"id":904},"the-service","The service",[11,907,908],{},"A single service can carry its own policy — \"the laser course always takes a deposit, everything else doesn't\". Set it on the service.",[43,910,912],{"id":911},"the-location","The location",[11,914,915],{},"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.",[43,917,919],{"id":918},"the-business","The business",[11,921,922,923,90],{},"Your default, under ",[17,924,739],{},[43,926,928],{"id":927},"how-overrides-combine-on-one-visit","How overrides combine on one visit",[11,930,931,932,935],{},"When services on one visit disagree, ",[17,933,934],{},"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.",[11,937,938,939,941],{},"A service explicitly set to ",[17,940,773],{}," weakens only its own line. It won't rescue the visit if another service still requires a card.",[92,943,944],{},[11,945,946,947,950],{},"Explicit per-service overrides are treated as deliberate configuration and are ",[17,948,949],{},"not"," subject to the minimum-appointment-value threshold. If you set a service to require a deposit, it requires one at any price.",[21,952,954],{"id":953},"charging-a-fee-in-practice","Charging a fee in practice",[11,956,957],{},"The two paths behave differently, on purpose.",[178,959,960,966],{},[181,961,962,965],{},[17,963,964],{},"The client cancels themselves"," through their own booking link — the policy is applied automatically. The window is checked, the fee resolved, the card charged.",[181,967,968,971,972,975],{},[17,969,970],{},"The front desk cancels or marks a no-show"," — the fee is ",[17,973,974],{},"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.",[11,977,978,979,874,982,985],{},"If a deposit was captured, you also choose whether to ",[17,980,981],{},"refund",[17,983,984],{},"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.",[21,987,989],{"id":988},"what-the-client-is-told","What the client is told",[11,991,992],{},"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.",[21,994,996],{"id":995},"prerequisites","Prerequisites",[11,998,999,1000,1003],{},"Deposits and fees need a connected payment processor — ",[17,1001,1002],{},"Settings → Payments",". Without it there's nothing to capture a card with.",[21,1005,176],{"id":175},[178,1007,1008,1014,1020],{},[181,1009,1010,1013],{},[17,1011,1012],{},"Growth → Reports → Cancellation fees"," — every fee charged, and the appointment behind it",[181,1015,1016,1019],{},[17,1017,1018],{},"Growth → Reports → No-shows"," — no-show rate by client, service and provider",[181,1021,1022,1025,1026,1029],{},[17,1023,1024],{},"Growth → Reports → Prepayments"," and ",[17,1027,1028],{},"Deferred revenue"," — money taken for work not yet done",{"title":194,"searchDepth":195,"depth":195,"links":1031},[1032,1033,1036,1037,1038,1039,1046,1047,1048,1049],{"id":742,"depth":195,"text":743},{"id":811,"depth":195,"text":812,"children":1034},[1035],{"id":826,"depth":201,"text":827},{"id":837,"depth":195,"text":838},{"id":860,"depth":195,"text":861},{"id":867,"depth":195,"text":868},{"id":886,"depth":195,"text":887,"children":1040},[1041,1042,1043,1044,1045],{"id":895,"depth":201,"text":896},{"id":904,"depth":201,"text":905},{"id":911,"depth":201,"text":912},{"id":918,"depth":201,"text":919},{"id":927,"depth":201,"text":928},{"id":953,"depth":195,"text":954},{"id":988,"depth":195,"text":989},{"id":995,"depth":195,"text":996},{"id":175,"depth":195,"text":176},"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,[724,1056,224],"\u002Fhelp\u002Fcheckout\u002Ftake-a-payment",{"title":111,"description":1050},"help\u002Fcheckout\u002Fdeposits-and-cancellation-fees","75NZaIiVEhZyP5-WS0x8c3vCsiSvZJWqnOQUJRyjkHU",1790218961542]