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17 changes: 14 additions & 3 deletions src/content/docs/account.mdx
Original file line number Diff line number Diff line change
@@ -1,6 +1,6 @@
---
title: Your account
description: Change your profile, language, theme, time zone and currency, save your payment methods, change your email and password, turn on two-step sign in, subscribe to your calendar feed, sign out, or delete your account.
description: Change your profile, language, theme, time zone and currency, save your payment methods, change your email and password, turn on two-step sign in, subscribe to your calendar feed, manage the people you blocked, sign out, or delete your account.
---

import { Steps } from '@astrojs/starlight/components'
Expand Down Expand Up @@ -68,7 +68,7 @@ If a handle does not look right for that app, Potluck says so before saving. Int

### Who can see them

People you share a group with, and only them. They see your payment methods when they settle up with you. When you delete your account, your payment methods are deleted too.
People you share a group or [one-on-one tab](/friends/#split-something-with-one-friend) with, and only them. A friend you share neither with does not see them, and nobody sees them while either of you has blocked the other. They see your payment methods when they settle up with you. When you delete your account, your payment methods are deleted too.

## Sign in and security

Expand Down Expand Up @@ -199,6 +199,16 @@ Anyone with your feed link can see your plans' titles, times, places and group n
**Connect a calendar**, which would mark the times you are already busy on the availability grid, is marked **Coming soon**.
:::

## Blocked people

**Blocked people** on **Me** lists everyone you blocked. When the list is empty, it says **Nobody blocked. Lovely.**

To unblock someone, tap **Unblock** next to their name. Potluck says they are unblocked. They are not told when you block or unblock them, and while they are blocked, nothing they do notifies you.

Unblocking does not make you friends again. Add them back with your [friend link](/friends/#your-friend-link), or from a group you share. Any invite email that was held back because of the block goes out now, unless another block still stands in the way, the group is archived, or the person who sent it has left the group. See [Block and report](/friends/#block-and-report).

To block someone, open their page from **Friends** while they are still your friend. See [Block someone](/friends/#block-someone).

## Sign out

Tap **Sign out** at the bottom of **Me**. You are signed out on this device only. To sign out on all of them, see [Sign out everywhere](#sign-out-everywhere).
Expand All @@ -224,7 +234,8 @@ Your friends' money should not change because you left, so Potluck keeps the sha
- Your **name, photo and email** are removed. In every group you were in, you show as **Former member**.
- **Expenses and payments** you were part of stay, so everyone's totals still add up.
- **Open balances stay.** If you owed someone, the group still shows that debt against **Former member**. Settle up first so nobody is left waiting. See [Recording a payment](/balances/settle-up/).
- **Groups you own** pass to the longest-standing admin, or the longest-standing member if there is no admin. Groups with nobody else in them are deleted.
- **Groups you own** pass to the longest-standing admin, or the longest-standing member if there is no admin. A saved seat never takes over. Groups with nobody else in them who has an account are deleted.
- Your availability, RSVPs, notifications, push and email notification settings, friends list, payment methods and calendar feed are deleted. Invite links you made stop working.
- People you blocked are unblocked, without sending any invite the block held back. Seats you [saved for people not on Potluck yet](/groups/#people-not-on-potluck-yet) stay in groups that remain, and their claim links keep working.

See [Privacy and security](/privacy-and-security/) for what Potluck stores in the first place.
2 changes: 1 addition & 1 deletion src/content/docs/balances/index.mdx
Original file line number Diff line number Diff line change
Expand Up @@ -18,7 +18,7 @@ The card at the top is your total in this group: **You owe**, **You are owed**,

## Who pays whom

This list says exactly which payments would square the group. Your own rows come first. Rows where you owe have a **Settle up** button, and rows where someone owes you have a [Remind](/balances/settle-up/#remind-someone) button. If you have more than one row, the card at the top also offers [Settle everything](/balances/settle-up/#settle-everything-at-once).
This list says exactly which payments would square the group. Your own rows come first. Rows where you owe have a **Settle up** button, and rows where someone owes you have a [Remind](/balances/settle-up/#remind-someone) button (or [Record payment](/balances/settle-up/#someone-not-on-potluck-yet-paid) for someone not on Potluck yet). If you have more than one row, the card at the top also offers [Settle everything](/balances/settle-up/#settle-everything-at-once).

Below it, **Everyone** shows each member's total: **is owed**, **owes**, or **settled up**.

Expand Down
18 changes: 16 additions & 2 deletions src/content/docs/balances/settle-up.mdx
Original file line number Diff line number Diff line change
Expand Up @@ -30,7 +30,7 @@ If that clears it, you see **All square with** their name and the balance ticks
The other person gets a notification, and the payment shows in the group's expense list, for example **Noor paid you $35.10**.

:::tip
On the **Balances** tab, each row under **Who pays whom** where you owe has its own **Settle up** button. It opens the form with that person and amount filled in. Rows where someone owes you have a [Remind](#remind-someone) button instead.
On the **Balances** tab, each row under **Who pays whom** where you owe has its own **Settle up** button. It opens the form with that person and amount filled in. Rows where someone owes you have a [Remind](#remind-someone) button instead, or **Record payment** for [someone not on Potluck yet](#someone-not-on-potluck-yet-paid).
:::

### Someone paid you
Expand All @@ -46,6 +46,20 @@ They get a **Payment recorded** notification saying you marked their payment as

Group owners and admins can record a payment that does not involve them, for example when Jo pays Lena in cash and asks you to note it. On the form, change **Paid by** and **Paid to** to the two people. Everyone else can only record payments they made or received. Potluck says **Only owners and admins can record a payment between two other people.** if you try.

### Someone not on Potluck yet paid

Someone [not on Potluck yet](/groups/#people-not-on-potluck-yet) cannot sign in, so they cannot record what they paid. Someone else records it for them:

- **The person they paid.** If Sam paid you back in cash, record **Sam paid you** yourself.
- **The person who paid them.** Paying Sam works like paying anyone: tap **Settle up** and pick Sam.
- **Owners and admins**, for any payment, such as Sam paying Jo.

A regular member cannot record a payment between a seat and someone else, like "Sam paid Ben". Ask Ben, or an owner or admin.

On the **Balances** tab, a row where a seat owes you has a **Record payment** button instead of **Remind**, since there is nobody to remind. Owners and admins also see it on rows between a seat and someone else. It opens the form with the two people and the amount filled in.

When they join, the payments move to their account with everything else, and the balance stays the same.

### Paid on another day

Forgot to record last week's transfer? Change **Paid on** to the day the money moved. You cannot pick a day in the future.
Expand Down Expand Up @@ -94,7 +108,7 @@ When you copy details, Potluck says **Copied. Paste it into your banking app.**

## Remind someone

On the **Balances** tab, every row where someone owes you has a **Remind** button.
On the **Balances** tab, every row where someone owes you has a **Remind** button, except for [someone not on Potluck yet](#someone-not-on-potluck-yet-paid).

<Steps>

Expand Down
4 changes: 2 additions & 2 deletions src/content/docs/faq.mdx
Original file line number Diff line number Diff line change
Expand Up @@ -13,7 +13,7 @@ No. Potluck keeps track of who owes whom. You pay each other however you like (c

## Do my friends need an account?

Yes, everyone in a group has their own account. It takes a minute, and the [invite link](/groups/invites/) walks them through it.
Not to start. You can [add someone by name](/groups/#people-not-on-potluck-yet) and split with them right away. To see the group and settle up themselves, they make an account, which takes a minute. When they do, everything split for them becomes theirs and the balances stay the same.

## Is there an app in the store?

Expand All @@ -25,7 +25,7 @@ Yes. Groups have both, but nothing makes you use either. Plenty of groups only e

## Can I split something with one person, outside a group?

Yes. Open **Friends** and tap the person to start a one-on-one tab. See [Friends](/friends/).
Yes. Open **Friends**, tap the person, then tap **Add expense** to start a one-on-one tab. See [Split something with one friend](/friends/#split-something-with-one-friend).

## Why does one person pay a cent more?

Expand Down
119 changes: 110 additions & 9 deletions src/content/docs/friends.mdx
Original file line number Diff line number Diff line change
@@ -1,12 +1,12 @@
---
title: Friends
description: Who shows up as a friend, what you owe each other across groups, settling up with a friend in one go, your activity together, and keeping a one-on-one tab outside any group.
description: Who shows up as a friend, adding friends with a link or email, the friend page, what you owe each other across groups, settling up with a friend in one go, keeping a one-on-one tab outside any group, and removing, blocking and reporting people.
---

import { Steps } from '@astrojs/starlight/components'
import Screenshot from '~/components/Screenshot.astro'

Your friends are the people you share a group with. Nobody sends friend requests: when someone joins one of your groups, you show up on each other's list.
Your friends are the people you share a group with, plus anyone you add with your friend link. When someone joins one of your groups, you show up on each other's list without asking.

Open **Groups** and tap **Friends** to see them. Each row shows where you stand with that person across every group you share, your one-on-one tab included: **owes you**, **you owe**, **settled up**, or **no tab yet**.

Expand All @@ -15,6 +15,57 @@ Open **Groups** and tap **Friends** to see them. Each row shows where you stand
alt="The Friends page with the line Anyone you share a group with. Settle one-on-one, no group needed. An Add a friend button sits at the top right. Five friends are listed, each marked no tab yet."
/>

People [not on Potluck yet](/groups/#people-not-on-potluck-yet) are never on your Friends list. They show up once they join and take their seat.

## Add a friend

On **Friends**, tap **Add a friend**. The sheet has a few ways to do it. A friend link or email invite needs no shared group.

### Your friend link

**Your friend link** is at the top of the sheet. Anyone who opens it can add you as a friend.

- Tap **Copy link** to paste it anywhere, or **Share** to use your phone's share sheet.
- The link keeps working until you change it. If it ended up somewhere it should not be, tap **Make a new link** (the arrows next to it). Potluck says **Old link closed. Here is a fresh one.**

When someone opens your link, they see **Your name wants to split with you** and tap **Add** your name **as a friend**. New to Potluck? They tap **Create an account to accept** first, or **Sign in to accept**. You get a **New friend** notification, and you are on each other's list.

### Invite by email

Under **Invite by email**, type their address and tap **Invite**. Potluck opens your own email app with a message and a link ready to send, so the invite comes from you.

That link is just for them: **only that email can use it, once**. They need to sign in with that address and confirm it. Anyone else who opens it is told **This invite was sent to a different email address.** The link lasts 30 days.

You can make 20 of these a day. Past that, Potluck says **That is a lot of invites for one day. Try again tomorrow.**

### Add back someone from your groups

Under **People from your groups**, Potluck lists people you share a group with who are not on your list, for example someone you [removed](#remove-a-friend). Tap **Add** next to them, and Potluck says they are your friend again.

### Invite them to a group

Under **Or invite them to one of your groups**, pick a group. Potluck makes a one-use invite link for that group that lasts a week, and opens your share sheet so you can send it. When they join, they appear on your Friends list.

No groups yet? Potluck asks you to start one first. See [Groups](/groups/).

## The friend page

Tap a friend on **Friends** to open their page. At the top is their name and where you stand overall, like **You are owed** $20.00, or **All settled up**. Below that:

**Add expense**
: Opens a new expense on your [one-on-one tab](#split-something-with-one-friend). The first time, it starts the tab.

**Settle up**
: Shows when you have a balance. It works like [settling up with a friend](#settle-up-with-a-friend).

**Where you stand**
: Your one-on-one tab and every group you share, each with your balance there. Tap one to open it.

**Everything you share**
: Every expense and payment between the two of you, newest day first, each marked **One-on-one** or **In** and the group's name.

The **…** button holds **Remove friend**, **Report** and **Block**. See [Remove a friend](#remove-a-friend) and [Block and report](#block-and-report).

## What the totals mean

A friend's total adds up what the two of you owe each other in every shared group.
Expand Down Expand Up @@ -46,21 +97,25 @@ Not everything belongs in a group. Coffee with a roommate, a concert ticket for

<Steps>

1. On **Friends**, tap the person.
2. Potluck opens your tab together, titled **You and** their name. The first time, it starts a fresh tab.
3. Tap **Add expense** and split it as usual. See [Adding an expense](/expenses/).
1. On **Friends**, tap the person to open [their page](#the-friend-page).
2. Tap **Add expense**. The first time, Potluck starts a fresh tab for the two of you, titled **You and** their name.
3. Split it as usual. See [Adding an expense](/expenses/).

</Steps>

To open the tab itself, tap **One-on-one** under **Where you stand** on their page.

A one-on-one tab has only **Expenses**, **Balances** and **Totals** (see [Totals and charts](/expenses/search-and-totals/#totals-and-charts)). There are no plans, invite links or roles to manage. You settle up the same way as in a group: see [Recording a payment](/balances/settle-up/).

You can only start a one-on-one tab with someone on your Friends list. Otherwise Potluck says **You can only split with friends.**

:::note[Good to know]
A one-on-one tab is separate from the groups you share. Money you owe someone in a group stays in that group, and money on your one-on-one tab stays there. The total on **Friends** adds them up, and [Settle up with a friend](#settle-up-with-a-friend) pays each one separately.
:::

## Activity with a friend

Want to see everything you and one friend have been up to? Open your one-on-one tab (tap them on **Friends**) and tap **Activity with** their name, under what you owe each other.
Want to see everything you and one friend have been up to? Open your one-on-one tab and tap **Activity with** their name, under what you owe each other.

The activity feed opens with only what involves both of you, across every group you share:

Expand All @@ -70,8 +125,54 @@ The activity feed opens with only what involves both of you, across every group

A chip at the top says **You and** their name. Tap **Show all activity** to go back to the full feed.

## Add a friend
## Remove a friend

Tap **Add a friend** and pick one of your groups under **Invite them to**. Potluck makes a one-use invite link for that group that lasts a week, and opens your share sheet so you can send it. When they join, they appear on your Friends list.
On their page, tap **…**, then **Remove friend**, and confirm.

No groups yet? Potluck asks you to start one first. See [Groups](/groups/).
- You come off each other's lists. **Shared groups stay as they are**, with every expense and balance in them.
- Settle your one-on-one tab first. If there is still money on it, Potluck says **Settle your one-on-one balance first.**

Want to block them too? [Block them](#block-someone) instead: blocking also ends the friendship, and once they are off **Friends** their page is no longer listed there.

Changed your mind? While you still share a group, add them back under [People from your groups](#add-back-someone-from-your-groups). Otherwise, send them your [friend link](#your-friend-link).

## Block and report

### Block someone

On their page, tap **…**, then **Block** and their name, and confirm. Their page opens from your **Friends** list, so block someone while they are still your friend. Saved seats cannot be blocked.

**Blocks are quiet.** They are not told when you block or unblock them. Anywhere a block stops them, they see what anyone would see for a closed link or a stranger, never that they were blocked.

While someone is blocked:

- **You stop being friends**, in both directions.
- **You get no notifications about what they do**, even in groups you share. Their expenses and payments still show in those groups, and your balances there still count.
- **No new one-on-one tabs.** Neither of you can start one with the other.
- **No friend links.** They cannot use your friend link or add you back from a group, and you cannot add them.
- **No joining groups across the block.** Neither of you can join a group the other is in. The invite link looks revoked.
- **Groups you already share keep working** for everyone in them.

#### An existing one-on-one tab

If you already had a one-on-one tab, it stays, but it freezes for them. They can no longer add, edit, delete or restore expenses, payments or repeating expenses there, or comment. They are told **You can only split with friends.**

You can still do all of that, including settling up, so nothing changes your balance behind your back.

A repeating expense on that tab keeps running until one of you turns it off. Either of you can always turn it off.

#### Seats and held invites

A block also reaches [saved seats](/groups/#people-not-on-potluck-yet). If you add a seat with the email of someone you blocked (or who blocked you), the seat is still made, so nothing gives the block away, but its invite email is not sent. A reminder you send for it is held back the same way. And typing the email of someone with a block between them and anyone in the group makes a seat, instead of adding their account.

**Once the block is lifted**, the held invite or reminder goes out, from the same person who sent it, unless another block still stands in the way, the group is archived, or the person who sent it has left the group.

### Unblock someone

On **Me**, find **Blocked people** and tap **Unblock** next to them. See [Blocked people](/account/#blocked-people). Unblocking does not make you friends again. Send them your [friend link](#your-friend-link) or add them back from a shared group.

### Report someone

On their page, tap **…**, then **Report** and their name. Write **What happened** in a few words and tap **Send report**. The Potluck team reads every report, and the person is not told.

Reporting and blocking are separate. Block them as well if you want to stop hearing from them.
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