How to Delete or Update Customer Details

You can manage your customer records by updating or deleting customer details as needed.

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This helps keep your database accurate and up to date.

How to Update Customer Details

1️⃣ Using the left navigation menu, go to CRM > Customers.
2️⃣ Search for the customer you want to update.
3️⃣ Click the ••• button next to their name and select Edit.
4️⃣ Make the necessary changes to the customer’s details (e.g., name, email, phone number).
5️⃣ Click Update to save your changes.

Additional Actions

Delete Customer
From the same ••• menu, you can choose Delete to permanently remove a customer and all related booking data. This action cannot be undone.

Merge Customers
You can merge duplicate customer records by selecting Merge from the ••• menu. This helps keep your database clean by combining two customer profiles into one.

Important Privacy Note

In some cases, the right to fully erase a customer’s data may not apply due to legal or record-keeping requirements. If this happens, we can remove or redact any identifiable information on your behalf to protect the customer’s privacy while preserving your historical booking records.

If a customer requests complete removal of their details and booking history, please contact our support team directly to discuss the options available.

Troubleshooting & FAQs

Can I undo deleting a customer?

No, deleting a customer permanently removes their data and cannot be reversed.

Will deleting a customer remove their bookings?

No, past booking details will remain visible in the Calendar.

Is it safe to merge customers?

Yes, merging combines duplicate profiles without losing booking or contact history.

This is particularly useful when the customer makes a mistake when entering their personal details at the time of booking, as each "unique customer" results in a new customer profile being created. 

Can I update customer details after bookings are made?

Yes, customer details can be updated anytime regardless of booking status.

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Need Help?

If you need assistance, contact our support team:
💬 Live Chat: Click the chat icon in the bottom-right corner of the screen.
📧 Email: support@nabooki.com

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