[{"data":1,"prerenderedAt":966},["ShallowReactive",2],{"help:\u002Fhelp\u002Fteam\u002Fsuspend-archive-or-offboard-a-team-member":3,"help-all-categories":263,"help-cat-articles:\u002Fhelp\u002Fteam\u002Fsuspend-archive-or-offboard-a-team-member":383,"help-related:\u002Fhelp\u002Fteam\u002Fsuspend-archive-or-offboard-a-team-member":384},{"id":4,"title":5,"audience":6,"body":7,"category":239,"description":240,"draft":241,"extension":242,"icon":243,"keywords":244,"meta":251,"navigation":252,"order":253,"path":254,"related":255,"seo":259,"stem":260,"updatedAt":261,"__hash__":262},"help\u002Fhelp\u002Fteam\u002Fsuspend-archive-or-offboard-a-team-member.md","Suspend, archive, or offboard a team member","clinic",{"type":8,"value":9,"toc":222},"minimark",[10,27,30,35,109,113,177,191,197,201,205,208,212,215,219],[11,12,13,14,18,19,22,23,26],"p",{},"When someone leaves — or you need to lock them out fast — use the ",[15,16,17],"strong",{},"Offboarding"," tab on their team panel. ",[15,20,21],{},"No access"," (suspend) locks the login but keeps everything else intact; ",[15,24,25],{},"Archive"," runs a wizard that resolves their future appointments first, then records the departure. Both are reversible.",[11,28,29],{},"Admin access is required. The owner and the last active admin are protected — they can't be suspended or archived.",[31,32,34],"h2",{"id":33},"suspend-vs-archive-which-one","Suspend vs archive: which one?",[36,37,38,54],"table",{},[39,40,41],"thead",{},[42,43,44,48,51],"tr",{},[45,46,47],"th",{},"Action",[45,49,50],{},"What it does",[45,52,53],{},"When to use it",[55,56,57,71,84,96],"tbody",{},[42,58,59,65,68],{},[60,61,62,64],"td",{},[15,63,21],{}," (suspend)",[60,66,67],{},"Locks the login immediately. Their data, appointments, and history stay untouched.",[60,69,70],{},"Urgent lockout, investigation, extended leave",[42,72,73,78,81],{},[60,74,75],{},[15,76,77],{},"Restore access",[60,79,80],{},"Unlocks a suspended account",[60,82,83],{},"The situation is resolved",[42,85,86,90,93],{},[60,87,88],{},[15,89,25],{},[60,91,92],{},"Full offboarding: future appointments reassigned, last day and reason recorded, member removed from active rosters",[60,94,95],{},"The person has actually left",[42,97,98,103,106],{},[60,99,100],{},[15,101,102],{},"Reinstate",[60,104,105],{},"Reverses an archive, with an optional note",[60,107,108],{},"A rehire or a mistake",[31,110,112],{"id":111},"archive-someone-the-wizard","Archive someone: the wizard",[114,115,116,121,133,137,152,156,166,170],"steps",{},[117,118,120],"h3",{"id":119},"open-offboarding","Open Offboarding",[11,122,123,126,127,129,130,132],{},[15,124,125],{},"Team"," → click the member → ",[15,128,17],{}," tab → ",[15,131,25],{},".",[117,134,136],{"id":135},"resolve-the-blockers","Resolve the blockers",[11,138,139,140,143,144,147,148,151],{},"The wizard won't continue while the member has ",[15,141,142],{},"future appointments",", an ",[15,145,146],{},"active clock-in",", or an ",[15,149,150],{},"open cash drawer",". Recent paid hours show as a warning (make sure payroll is settled) but don't block.",[117,153,155],{"id":154},"reassign-their-future-appointments","Reassign their future appointments",[11,157,158,159,162,163,132],{},"Every upcoming appointment and add-on is listed. Assign each to a specific provider or leave it on ",[15,160,161],{},"Any available",", then choose what clients are told: notify where the provider is client-visible, notify everyone, or notify no one. Click ",[15,164,165],{},"Apply",[117,167,169],{"id":168},"confirm-the-offboarding","Confirm the offboarding",[11,171,172,173,176],{},"Record the ",[15,174,175],{},"last working day"," (required), a reason category, optional context, vacation payout days, and knowledge-transfer notes. Confirm to archive.",[11,178,179,180,183,184,187,188,190],{},"After archiving, the member's row shows ",[15,181,182],{},"Offboarded",". Tick ",[15,185,186],{},"Include offboarded"," in the team directory to see them; their panel shows the offboarding record — who archived them, when, why — with a ",[15,189,102],{}," action.",[192,193,194],"warning",{},[11,195,196],{},"Reassignment moves real client bookings. Pick the notify option deliberately — \"notify no one\" leaves clients expecting a provider who won't be there.",[31,198,200],{"id":199},"common-questions","Common questions",[117,202,204],{"id":203},"does-suspending-someone-cancel-their-appointments","Does suspending someone cancel their appointments?",[11,206,207],{},"No. Suspension only locks their login. Their appointments stay on the calendar — if they'll actually be gone, reassign or reschedule those separately, or archive instead.",[117,209,211],{"id":210},"why-cant-i-archive-the-owner","Why can't I archive the owner?",[11,213,214],{},"The owner and the last remaining active admin are protected so a workspace can never lock itself out. Transfer ownership or promote another admin first.",[117,216,218],{"id":217},"what-happens-to-their-historical-sales-and-timesheets","What happens to their historical sales and timesheets?",[11,220,221],{},"Nothing — history is preserved. Archiving affects access and future scheduling, not past records, so reports and payroll stay accurate.",{"title":223,"searchDepth":224,"depth":224,"links":225},"",2,[226,227,234],{"id":33,"depth":224,"text":34},{"id":111,"depth":224,"text":112,"children":228},[229,231,232,233],{"id":119,"depth":230,"text":120},3,{"id":135,"depth":230,"text":136},{"id":154,"depth":230,"text":155},{"id":168,"depth":230,"text":169},{"id":199,"depth":224,"text":200,"children":235},[236,237,238],{"id":203,"depth":230,"text":204},{"id":210,"depth":230,"text":211},{"id":217,"depth":230,"text":218},"team","Lock a team member's access, or archive them for good with the offboarding wizard that reassigns their future appointments first.",false,"md","i-lucide-log-out",[245,246,247,248,249,250],"remove staff member","suspend staff access","offboard employee","archive team member","reassign appointments leaving staff","reinstate employee",{},true,60,"\u002Fhelp\u002Fteam\u002Fsuspend-archive-or-offboard-a-team-member",[256,257,258],"\u002Fhelp\u002Fteam\u002Finvite-a-team-member","\u002Fhelp\u002Fteam\u002Flog-an-employee-incident","\u002Fhelp\u002Fcalendar\u002Freschedule-cancel-and-no-shows",{"title":5,"description":240},"help\u002Fteam\u002Fsuspend-archive-or-offboard-a-team-member","2026-08-14","RPCPXlkirWkQ9JwxC9Dp0o18tvJvfK7p54AvhbWGCtY",[264,275,284,293,303,313,323,332,342,352,362,373],{"id":265,"title":266,"audience":6,"description":267,"extension":268,"icon":269,"meta":270,"order":271,"slug":272,"stem":273,"__hash__":274},"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":276,"title":277,"audience":6,"description":278,"extension":268,"icon":279,"meta":280,"order":224,"slug":281,"stem":282,"__hash__":283},"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":285,"title":286,"audience":6,"description":287,"extension":268,"icon":288,"meta":289,"order":230,"slug":290,"stem":291,"__hash__":292},"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":294,"title":295,"audience":6,"description":296,"extension":268,"icon":297,"meta":298,"order":299,"slug":300,"stem":301,"__hash__":302},"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":304,"title":305,"audience":6,"description":306,"extension":268,"icon":307,"meta":308,"order":309,"slug":310,"stem":311,"__hash__":312},"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":314,"title":315,"audience":6,"description":316,"extension":268,"icon":317,"meta":318,"order":319,"slug":320,"stem":321,"__hash__":322},"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":324,"title":325,"audience":6,"description":326,"extension":268,"icon":327,"meta":328,"order":329,"slug":239,"stem":330,"__hash__":331},"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":333,"title":334,"audience":6,"description":335,"extension":268,"icon":336,"meta":337,"order":338,"slug":339,"stem":340,"__hash__":341},"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":343,"title":344,"audience":6,"description":345,"extension":268,"icon":346,"meta":347,"order":348,"slug":349,"stem":350,"__hash__":351},"helpCategories\u002Fhelp\u002Fcategories\u002Fsettings.yml","Settings & admin","Services and pricing, who can see what, and moving your data in from another system.","i-lucide-settings",{},9,"settings","help\u002Fcategories\u002Fsettings","rdLQHp7tfAu5iySbsypfXu1kOuujDAuLVk6yGidNvtQ",{"id":353,"title":354,"audience":6,"description":355,"extension":268,"icon":356,"meta":357,"order":358,"slug":359,"stem":360,"__hash__":361},"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":363,"title":364,"audience":365,"description":366,"extension":268,"icon":367,"meta":368,"order":369,"slug":370,"stem":371,"__hash__":372},"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":374,"title":375,"audience":365,"description":376,"extension":268,"icon":377,"meta":378,"order":379,"slug":380,"stem":381,"__hash__":382},"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",[],[385,610,757],{"id":386,"title":387,"audience":6,"body":388,"category":239,"description":595,"draft":241,"extension":242,"icon":596,"keywords":597,"meta":604,"navigation":252,"order":369,"path":256,"related":605,"seo":606,"stem":607,"updatedAt":608,"__hash__":609},"help\u002Fhelp\u002Fteam\u002Finvite-a-team-member.md","Invite a team member",{"type":8,"value":389,"toc":580},[390,400,403,407,481,485,495,502,506,509,545,551,553,557,563,567,573,577],[11,391,392,393,395,396,399],{},"To add someone to your team, open the ",[15,394,125],{}," group and click ",[15,397,398],{},"Invite team member",". They get an email invitation; once they accept and log in, they appear as an active member you can schedule, assign services to, and pay.",[11,401,402],{},"You need admin (or owner) access — the invite button only appears for admins.",[31,404,406],{"id":405},"how-do-i-invite-a-new-staff-member","How do I invite a new staff member?",[114,408,409,413,419,423,438,442,455,470,474],{},[117,410,412],{"id":411},"open-the-team-directory","Open the team directory",[11,414,415,416,418],{},"Go to ",[15,417,125],{}," in the sidebar. The directory lists everyone, with their role and status.",[117,420,422],{"id":421},"click-invite-team-member","Click Invite Team Member",[11,424,425,426,429,430,433,434,437],{},"The ",[15,427,428],{},"Add team member"," panel opens. Only two fields are required to invite someone: ",[15,431,432],{},"First name"," and ",[15,435,436],{},"Email"," on the Profile section. Everything else — addresses, emergency contacts, employment details — can be filled in later.",[117,439,441],{"id":440},"pick-the-role","Pick the role",[11,443,444,445,448,449,454],{},"Open the ",[15,446,447],{},"Settings"," section in the panel's sidebar. The role picker lists the built-in roles plus any custom permission roles your workspace has created (marked \"custom\"). The Owner role can't be assigned by invitation. A short description under the picker tells you what the selected role can do — see ",[450,451,453],"a",{"href":452},"\u002Fhelp\u002Fsettings\u002Froles-and-permissions","Roles and permissions"," for the full breakdown.",[11,456,457,458,461,462,465,466,469],{},"You can also assign their ",[15,459,460],{},"services",", ",[15,463,464],{},"locations",", and ",[15,467,468],{},"pay"," from the same panel now, or come back to them after they accept.",[117,471,473],{"id":472},"send-the-invitation","Send the invitation",[11,475,476,477,480],{},"Click ",[15,478,479],{},"Add",". The person receives an email with a link to create their account and join your workspace.",[31,482,484],{"id":483},"what-happens-before-they-accept","What happens before they accept",[11,486,487,488,491,492,132],{},"The invited person shows in the directory with an ",[15,489,490],{},"Invited"," status. That row is a receipt that the invite went out — there's no profile to open yet. Until they accept, manage the invitation (resend or revoke) from ",[15,493,494],{},"Settings → Members",[11,496,497,498,501],{},"Once they accept, their row becomes a real member. Admins may briefly see an ",[15,499,500],{},"Onboarding"," status while the new member finishes their first-run steps; colleagues just see them as active.",[31,503,505],{"id":504},"after-they-join-the-setup-that-makes-them-bookable","After they join: the setup that makes them bookable",[11,507,508],{},"An accepted invitation creates the account — it doesn't schedule anyone. Two follow-ups matter:",[36,510,511,521],{},[39,512,513],{},[42,514,515,518],{},[45,516,517],{},"Step",[45,519,520],{},"Why it matters",[55,522,523,534],{},[42,524,525,531],{},[60,526,527],{},[450,528,530],{"href":529},"\u002Fhelp\u002Fteam\u002Fedit-a-team-members-profile-and-services","Assign their services",[60,532,533],{},"Only assigned services offer them as a provider when booking",[42,535,536,542],{},[60,537,538],{},[450,539,541],{"href":540},"\u002Fhelp\u002Fteam\u002Fset-working-hours-and-shift-patterns","Set their working hours",[60,543,544],{},"Without hours they never appear as bookable on the calendar",[546,547,548],"tip",{},[11,549,550],{},"Set both immediately after the invite goes out. The most common \"my new hire isn't on the calendar\" report is a member with no working hours, not a failed invitation.",[31,552,200],{"id":199},[117,554,556],{"id":555},"the-invitation-email-never-arrived-what-do-i-check","The invitation email never arrived — what do I check?",[11,558,559,560,562],{},"Ask them to check spam first, then resend from ",[15,561,494],{},". Confirm the email address on the invite row is spelled correctly; if not, revoke it and send a fresh invitation.",[117,564,566],{"id":565},"can-i-change-someones-role-after-they-join","Can I change someone's role after they join?",[11,568,569,570,572],{},"Yes — roles and permission roles are edited from ",[15,571,494],{}," at any time. The invitation just sets the starting role.",[117,574,576],{"id":575},"why-cant-i-see-the-invite-team-member-button","Why can't I see the Invite team member button?",[11,578,579],{},"It's admin-only. If you manage the rota but aren't an admin, ask an admin or the owner to send the invite.",{"title":223,"searchDepth":224,"depth":224,"links":581},[582,588,589,590],{"id":405,"depth":224,"text":406,"children":583},[584,585,586,587],{"id":411,"depth":230,"text":412},{"id":421,"depth":230,"text":422},{"id":440,"depth":230,"text":441},{"id":472,"depth":230,"text":473},{"id":483,"depth":224,"text":484},{"id":504,"depth":224,"text":505},{"id":199,"depth":224,"text":200,"children":591},[592,593,594],{"id":555,"depth":230,"text":556},{"id":565,"depth":230,"text":566},{"id":575,"depth":230,"text":576},"Send a Owneli invitation to a new staff member, pick their role and permissions, and see what happens before they accept.","i-lucide-user-plus",[598,599,600,601,602,603],"invite team member","add staff to workroom","send staff invitation","team member roles","staff invite not accepted","resend invitation",{},[529,452,540],{"title":387,"description":595},"help\u002Fteam\u002Finvite-a-team-member","2026-09-01","SPMCgSWMtawNhFB3SaXScSbrFNLgDr5zqTCpcYTdJ0Q",{"id":611,"title":612,"audience":6,"body":613,"category":239,"description":742,"draft":241,"extension":242,"icon":743,"keywords":744,"meta":750,"navigation":252,"order":751,"path":257,"related":752,"seo":754,"stem":755,"updatedAt":261,"__hash__":756},"help\u002Fhelp\u002Fteam\u002Flog-an-employee-incident.md","Log an employee incident",{"type":8,"value":614,"toc":728},[615,618,625,629,684,687,692,696,703,705,709,712,716,719,723],[11,616,617],{},"The incident log is a confidential HR record on each team member's panel: what happened, how serious it was, and what you did about it. Only admins and owners can see or write it — the person it concerns never sees the tab.",[11,619,620,621,132],{},"For an event involving a client, visitor, or the venue itself, use ",[450,622,624],{"href":623},"\u002Fhelp\u002Foperations\u002Frecord-and-follow-up-on-incidents","Record and follow up on venue incidents",[31,626,628],{"id":627},"how-do-i-record-an-incident","How do I record an incident?",[114,630,631,635,643,647,658,662,677,681],{},[117,632,634],{"id":633},"open-the-incidents-tab","Open the Incidents tab",[11,636,637,126,639,642],{},[15,638,125],{},[15,640,641],{},"Incidents",". The tab is only visible to admins and owners.",[117,644,646],{"id":645},"add-the-incident","Add the incident",[11,648,649,650,653,654,657],{},"Pick a ",[15,651,652],{},"category"," — attendance, conduct, performance, safety, client complaint, policy, or other — and a ",[15,655,656],{},"severity",": minor, serious, or gross.",[117,659,661],{"id":660},"describe-it","Describe it",[11,663,664,665,668,669,672,673,676],{},"Set the date and time it occurred and write what happened. Optional fields capture the ",[15,666,667],{},"business impact",", the ",[15,670,671],{},"action taken",", and any ",[15,674,675],{},"follow-up"," planned.",[117,678,680],{"id":679},"save","Save",[11,682,683],{},"The incident joins the member's log, timestamped and attributed to you.",[11,685,686],{},"Backdating is expected — you're documenting something that already happened — but an incident can't be dated in the future.",[192,688,689],{},[11,690,691],{},"Incidents are confidential HR records. Write them as you'd want them read in a dispute: factual, dated, specific, and free of speculation. The log can be exported when you need the full record.",[31,693,695],{"id":694},"marking-an-incident-as-protected","Marking an incident as protected",[11,697,698,699,702],{},"An incident can be flagged ",[15,700,701],{},"protected"," for particularly sensitive records. ",[31,704,200],{"id":199},[117,706,708],{"id":707},"can-the-employee-see-their-incident-log","Can the employee see their incident log?",[11,710,711],{},"No. Incidents are admin\u002Fowner-only and are never shown to the subject inside Owneli. Whether and how you share them is your HR process, not the software's.",[117,713,715],{"id":714},"should-every-complaint-become-an-incident","Should every complaint become an incident?",[11,717,718],{},"Use the log for things you'd want a dated record of — patterns of lateness, a client complaint, a safety event. One-off coaching conversations usually don't need one.",[117,720,722],{"id":721},"how-does-this-relate-to-offboarding","How does this relate to offboarding?",[11,724,725,726,132],{},"They're independent, but a well-kept incident log is what makes a termination defensible. See ",[450,727,5],{"href":254},{"title":223,"searchDepth":224,"depth":224,"links":729},[730,736,737],{"id":627,"depth":224,"text":628,"children":731},[732,733,734,735],{"id":633,"depth":230,"text":634},{"id":645,"depth":230,"text":646},{"id":660,"depth":230,"text":661},{"id":679,"depth":230,"text":680},{"id":694,"depth":224,"text":695},{"id":199,"depth":224,"text":200,"children":738},[739,740,741],{"id":707,"depth":230,"text":708},{"id":714,"depth":230,"text":715},{"id":721,"depth":230,"text":722},"Record a confidential HR incident on a team member's profile — category, severity, what happened, and the action taken.","i-lucide-flag",[745,746,747,748,749],"employee incident log","hr record staff","document staff conduct","staff disciplinary record","incident report team member",{},70,[623,254,753],"\u002Fhelp\u002Foperations\u002Fpolicies",{"title":612,"description":742},"help\u002Fteam\u002Flog-an-employee-incident","vvEBRGunRWymWWp6wcek1jIn3OWb5uXgqAWLeaYpwZ8",{"id":758,"title":759,"audience":6,"body":760,"category":281,"description":954,"draft":241,"extension":242,"icon":955,"keywords":956,"meta":957,"navigation":252,"order":958,"path":258,"related":959,"seo":963,"stem":964,"updatedAt":608,"__hash__":965},"help\u002Fhelp\u002Fcalendar\u002Freschedule-cancel-and-no-shows.md","Reschedule, cancel, and mark a no-show",{"type":8,"value":761,"toc":938},[762,765,769,780,783,787,813,820,825,829,834,838,841,863,866,870,877,886,889,893,896,900,905,908,913,917,920,924],[11,763,764],{},"Every change to a booking happens from the appointment panel — click the block on the calendar to open it.",[31,766,768],{"id":767},"check-a-client-in","Check a client in",[11,770,771,772,775,776,779],{},"The front desk lifecycle runs ",[15,773,774],{},"Booked → Checked in → In service → Done",". Advance it from the appointment panel as the visit progresses. The stage shows on the calendar block and on ",[15,777,778],{},"Today",", so anyone can see who has arrived without asking.",[11,781,782],{},"You can undo a stage if you tap ahead by mistake.",[31,784,786],{"id":785},"reschedule","Reschedule",[114,788,789,793,796,800,806,810],{},[117,790,792],{"id":791},"drag-the-block","Drag the block",[11,794,795],{},"On the calendar grid, drag an appointment to a new time or a different team member's column. A confirmation appears before anything is saved.",[117,797,799],{"id":798},"or-use-the-panel","Or use the panel",[11,801,802,803,805],{},"Open the appointment and choose ",[15,804,786],{}," for a date further out than the current view, or when you want to pick from open slots rather than eyeball the grid.",[117,807,809],{"id":808},"confirm","Confirm",[11,811,812],{},"Owneli checks the new slot for clashes and for the provider's working hours before committing. A move outside working hours warns you and lets you proceed.",[11,814,815,816,819],{},"An ",[15,817,818],{},"Undo"," appears briefly after a move — one click puts it back.",[546,821,822],{},[11,823,824],{},"Rescheduling keeps the same appointment, so the client's history stays a single thread rather than a cancellation plus a new booking.",[31,826,828],{"id":827},"cancel","Cancel",[11,830,802,831,833],{},[15,832,828],{},". You'll be asked for a reason, and — depending on the booking — for two money decisions.",[117,835,837],{"id":836},"the-deposit","The deposit",[11,839,840],{},"If a deposit was captured when the booking was made, you decide what happens to it:",[842,843,844,851,857],"ul",{},[845,846,847,850],"li",{},[15,848,849],{},"Refund"," — the deposit goes back to the client",[845,852,853,856],{},[15,854,855],{},"Forfeit"," — you keep it, as the late-cancellation charge",[845,858,859,862],{},[15,860,861],{},"Leave it"," — take no action now and resolve it later",[11,864,865],{},"Whichever you pick, a payment record and an audit entry are written. The money is never silently kept or silently lost.",[117,867,869],{"id":868},"the-fee","The fee",[11,871,872,873,876],{},"If your business has a late-cancellation fee configured, you can also charge it. ",[15,874,875],{},"It is off by default."," Staff-initiated cancellations don't charge automatically — clinics usually waive a fee when they're the ones cancelling, or when a client calls in politely.",[192,878,879],{},[11,880,881,882,885],{},"A forfeited deposit is credited against the fee. Owneli will not charge the full fee ",[15,883,884],{},"and"," keep the full deposit for the same cancellation.",[11,887,888],{},"When a client cancels themselves through their own booking link, the policy is applied automatically according to your cancellation window. The manual control described here is for the front desk.",[117,890,892],{"id":891},"filling-the-slot","Filling the slot",[11,894,895],{},"After a cancellation Owneli looks at your waitlist and, if it finds a match, offers to promote someone into the freed slot. If your business has automatic waitlist offers turned on, one-tap claim links go out to matching clients without you doing anything.",[31,897,899],{"id":898},"no-show","No-show",[11,901,802,902,904],{},[15,903,899],{},". The slot is released immediately so a walk-in can take it, and the no-show is recorded against the client.",[11,906,907],{},"Like cancellation, charging the no-show fee is an explicit opt-in — you see the exact amount before you confirm — and a captured deposit can be refunded or forfeited against it.",[192,909,910],{},[11,911,912],{},"No-show fees and late-cancellation fees can only be charged where a card was captured for that booking. If the booking was taken with no card, there is nothing to charge and the option won't do anything.",[31,914,916],{"id":915},"what-the-client-sees","What the client sees",[11,918,919],{},"Cancellations and reschedules trigger the matching client notification automatically, and a cancellation email discloses a fee if one was charged. You don't have to write it.",[31,921,923],{"id":922},"reporting-on-this","Reporting on this",[842,925,926,932],{},[845,927,928,931],{},[15,929,930],{},"Growth → Reports → Cancellations & no-shows"," — no-show rate by client, service and provider",[845,933,934,937],{},[15,935,936],{},"Growth → Reports → Cancellation & no-show fees"," — every fee charged, with the appointment behind it",{"title":223,"searchDepth":224,"depth":224,"links":939},[940,941,946,951,952,953],{"id":767,"depth":224,"text":768},{"id":785,"depth":224,"text":786,"children":942},[943,944,945],{"id":791,"depth":230,"text":792},{"id":798,"depth":230,"text":799},{"id":808,"depth":230,"text":809},{"id":827,"depth":224,"text":828,"children":947},[948,949,950],{"id":836,"depth":230,"text":837},{"id":868,"depth":230,"text":869},{"id":891,"depth":230,"text":892},{"id":898,"depth":224,"text":899},{"id":915,"depth":224,"text":916},{"id":922,"depth":224,"text":923},"Move a booking, cancel it cleanly, handle the deposit, and decide whether a fee is charged.","i-lucide-calendar-x",[],{},30,[960,961,962],"\u002Fhelp\u002Fcalendar\u002Fbook-an-appointment","\u002Fhelp\u002Fcheckout\u002Fdeposits-and-cancellation-fees","\u002Fhelp\u002Fcalendar\u002Fblock-time-and-the-waitlist",{"title":759,"description":954},"help\u002Fcalendar\u002Freschedule-cancel-and-no-shows","0oa_4sNZKD0C8C1urXvUS38btlJ0G3kYyxFsjl-QiNQ",1790218962074]