Managing customer profiles
Managing customer profiles
You can update, merge, or delete customer records directly from your customer list. Keeping your customer database accurate helps ensure booking records, notifications, and communications reach the right people.
Update a customer's details
- In the left navigation menu, go to CRM > Customers.
- Search for the customer you want to update.
- Click the ••• button next to their name and select Edit.
- Make the necessary changes to the customer's details, such as their name, email address, or phone number.
- Click Update to save.
Merge duplicate customer profiles
- In the left navigation menu, go to CRM > Customers.
- Find the customer record you want to merge.
- Click the ••• button next to their name and select Merge.
- Follow the prompts to combine the two customer profiles into one.
💡Tip: Use Merge to clean up duplicate profiles created when a customer has booked under different email addresses or names.
Delete a customer profile
- In the left navigation menu, go to CRM > Customers.
- Find the customer you want to remove.
- Click the ••• button next to their name and select Delete.
⚠️ Warning: Deleting a customer permanently removes their record and all related booking data. This action cannot be undone.
CUSTOMER DATA AND PRIVACY REQUESTS
In some cases, legal or record-keeping requirements may mean a customer's data cannot be fully erased. If a customer requests complete removal of their details and booking history, contact Nabooki support directly. Where full deletion isn't possible, Nabooki can remove or redact identifying information to protect the customer's privacy while preserving your historical booking records.
Troubleshooting & FAQs
No, deleting a customer permanently removes their data and cannot be reversed.
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.
Yes, customer details can be updated anytime regardless of booking status.
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
Related Articles
Managing customer notes
Managing customer notes Nabooki lets you attach notes directly to a customer profile so you can keep track of preferences, to-do items, or session-specific information. We have two types of notes that you can choose from: Quick Note for light weight ...Log customer no-shows
Log customer no-shows If a customer doesn't turn up for their booking, you can mark it as a no-show. This keeps your booking records accurate and gives you a history of missed appointments in your customer profiles. Before You Start: Bookings are ...Delete a single session or event
Delete a single session or event Delete a single session without affecting any other dates. This is useful for public holidays, staff unavailability, or low attendance. Before You Start If the session has existing bookings and you don't want ...Clone or delete a service
Clone or delete a service Cloning lets you create a new service based on an existing one, copying all its details so you can make adjustments without starting from scratch. Deleting permanently removes a service from your account. This article covers ...How to Respond to Customer Reviews
Responding to customer reviews is a key part of maintaining your business’s reputation and building trust with your customers. Thoughtful, professional replies show that you value feedback and are committed to excellent service. This article explains ...