How to Use the Agenda View in Nabooki

How to Use the Agenda View in Nabooki


The Agenda View provides a streamlined list of upcoming bookings, helping you manage daily schedules efficiently. This view is ideal for businesses that need a simple, at-a-glance format instead of a full calendar layout.

You can confirm or cancel booking requests and quickly identify schedules with an active wait-list that can be actioned if an existing booking cancels. You can also quickly block out or delete multiple sessions for your tours and experiences.

Accessing the Agenda View

1️⃣ Click Schedule from the left-hand menu.
2️⃣ Select Agenda to open the list of upcoming bookings.

πŸ“Œ The Agenda View displays bookings across all services, staff and locations, depending on your selected filters.





Info
Status shows you the number of each booking, request and pencilled-in bookings.
Green - Confirmed booking
Red- Booking request
Blue - Pencilled-in 
Orange - Waitlist  

Using the Agenda View

From the Agenda View, you can:
 πŸ”Ή View upcoming bookings in chronological order.
 πŸ”Ή Filter bookings by service, location, or staff member.
 πŸ”Ή Search for a booking by entering a customer’s name or booking reference.


To action any of your bookings, click the arrow under the action column. This will open the booking list page, which allows you to either confirm, change and cancel bookings/requests.



The following actions can be performed directly from the Agenda View:
πŸ”Ή View Booking β€“ Open the booking details.
πŸ”Ή Confirm Booking β€“ Finalise a pencilled-in or pending booking.
πŸ”Ή Cancel Booking β€“ Remove a booking if necessary.
πŸ”Ή Change Booking β€“ Modify booking details such as the time or date.
πŸ”Ή View Invoice β€“ Access billing details for the booking to send o
πŸ”Ή Resend Confirmation β€“ Send a new confirmation email to the customer.



Troubleshooting & FAQs

How do I identify schedules with unconfirmed bookings or waitlist requests?

The Agenda View includes colour-coded icons next to each schedule to indicate different booking statuses:
🟒 Confirmed bookings
πŸ”΄ Unconfirmed booking requests
🟠 Waitlisted bookings
πŸ”΅ Pencilled-in bookings

This allows you to quickly identify schedules that need action.

What does the 'Available Capacity' column show?
The Available Capacity column reflects the total remaining spots for a schedule. If the schedule is full, it will display "Full" or "{0}". If the schedule has been manually closed, it will display "Closed".
Can I make changes to bookings from the Agenda View?
Yes, clicking on any row in the Agenda View will open the booking details, where you can modify, cancel, or confirm bookings as needed.
Can I view past schedules in the Agenda View?
Yes, past schedules remain accessible in the Agenda View. To see previous dates, use the date filter to adjust the view to past bookings.
 

Need Help?

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


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