How to add quick note or detailed note
Quick note is especially designed for lightweight note-taking. You can use it as a simple notepad, scratchpad, clipboard, or to record to-do lists for the customer upcoming appointments.
Detailed note is a more specific way of note-taking which has available templates that can be selected and customized.
Using the left navigation menu, go to CRM > Customers > search for customer by name, email address, mobile or booking ID on search field > press the '...' button > Edit
Once you have the customer profile open, simply click on the Notes tab and select Quick note or Detailed note. For Detailed note, select which template you need to fill out from the available note templates that you have on file.
Alternatively, you can add detailed note or quick note by going to Calendar > search for the booking > click the booking/view booking > click on the "
" folded paper icon to create detailed note.Related article:
Contact Support
Need assistance? Our dedicated support staff are here to help you.
To create a support ticket, click here.
Live chat: Start a live chat with our customer support team by clicking on the '?' button in the lower right corner.
Related Articles
How to edit quick note
Quick Note is specially designed for lightweight note-taking. You can use it as a simple notepad, scratchpad, clipboard, or to record to-do lists for the customer upcoming appointments. Using the left navigation menu, go to CRM > Customers > search ...How to add a service
Each business is different and nabooki is built with the flexibility to meet a wide variety of requirements across the service industry. This article will cover a basic service setup which is great for first time users and most business operations. ...How to update note templates
Note Templates are designed for counselors and practitioners that require a form type of note after/while they provide their service. Nabooki offers a pre-added set of templates. However, you can still update or delete the unnecessary templates based ...How to add new session?
Creating a service that allows for multiple sessions allows customers to purchase two or more visits upfront to be booked either all at once or over a period of time, as required. The number of sessions included can be a defined value or unlimited, ...How to add one day event (adhoc)
Please note: Set up must be complete and the service to be already setup. An adhoc service is a service that you only want to be available on a specific date and time. Using the left navigation menu, go to > Setup > Services > press the '...' button ...