Managing Booking
How to make recurring bookings via Calendar
The recurring bookings feature is applicable for scheduled and non-scheduled bookings. It works on both regular and fine-tuned schedules, allowing you to add bookings in bulk with weekly or fortnightly recurrence. The system will automatically locate ...
How to prevent bookings for days that you are closed
You can use this feature to block out date when your business is closed for holidays or when you need to close during your regular hours. You can also block out bookings for a specific staff member if they are on vacation or unable to work. To use ...
How to cancel multiple selected bookings at once
When you have multiple bookings to cancel, the process of cancelling one at a time is time consuming. Fortunately, there is now a simple option to cancel multiple selected bookings at once and speed up the procedure. Using the left navigation menu, ...
Manifest - Ability to export customer information from the Diary List page
You can export a CSV, XLS or XML file containing customer details such name, email, mobile, booking ID and custom fields for a specific schedule. Using the left navigation menu, go to > Calendar > click the schedule > click Schedule Manifest Report. ...
How to cancel all bookings at once for a single schedule
When you have multiple bookings to cancel, the process of cancelling one customer at a time is time consuming. Fortunately, there is now a simple option to cancel multiple bookings at once and speed up the procedure. Using the left navigation menu, ...
What is the booking ID in the customer booking?
Each booking has a unique booking ID which can be used to search for the customer or identify the booking. This ID can also used by customers to change or cancel their booking online. The booking ID can be found by the customer in the confirmation ...
Booking Cancellation Settings
Businesses have different policies regarding cancellation periods, booking lead time and how far into the future customers can add bookings. Nabooki makes setting these time limits very easy and uses them to prevent bookings being scheduled inside of ...
How to search for a customer's booking
There are two ways on how to search for customer's booking: 1. Search via Calendar Using the left navigation menu, go to > Calendar > on the search field located on the right-hand side of the screen, you can search by name, email, phone number or ...
How to communicate with all customers in a session via email
Communicating with your customers is a crucial aspect of any business. You can use the Email all customers feature within a booking schedule to send a mass email to all customers booked for the session. This will open your default email client (e.g. ...
Can customers change or cancel bookings?
The cancellation policy you set determines whether customers can cancel or change their bookings. Your customers will receive an email when a booking is made containing a link to amend their booking. Customers can click on Manage booking, a different ...
How to cancel a service if a staff member is unable to work
For a scheduled class, using the left navigation menu, go to the service in your Calendar and click the red rubbish bin icon. This will delete the session and notify all participants of the cancellation. You can also close the event to prevent ...
How to delete a scheduled service
Deleting a scheduled service is often required. You can delete a scheduled service directly from the Calendar. Using the left navigation menu, go to > Calendar > click on the desired service that you would like to cancel and select the Delete ...
How to prevent further bookings for a class
To stop receiving bookings on a particular class or event, use the left navigation menu > Calendar > click on the class or event > Close the event button. This will prevent further bookings for the service, however, existing bookings will be ...
How to manually add a booking
Different ways to manually add a booking to your Calendar 1. Adding a booking using 'Add new booking' (+) button in Calendar Using the left navigation menu, go to > Calendar > click on the '+' button to use the booking tool to add a booking. 2. ...
How to change or cancel a booking
Modifying or cancelling a booking is an often occurrence that when done can be set to notify or not notify the customer. You can alter a booking by either navigating through the Calendar or by searching by name, mobile or booking id in the search box ...
How to reinstate or remove a cancelled or moved booking
Bookings that have been deleted or moved will be displayed in the original booking time-slot as a placeholder for easy reference in the event of the booking accidentally being moved or deleted. The transparent placeholder will also display a red ...
What is fine tune?
Fine-tune allows you to adjust staff or resource hours outside your normal business hours. For example, if a staff member generally works Monday to Wednesday but they are required to work on a Friday, you can fine-tune their working hours. Using the ...
How to change your booking capacities
Booking capacities set the limit for how many individuals can be in the class or schedule. Different ways to change capacity for a scheduled session: 1. For a particular session To receive less or more bookings on a particular date or time, using the ...
How to prevent bookings at certain times of the day using the 'busy time' feature
To prevent bookings at certain times of the day, you can quickly add a Busy time for any duration of time. If your business has multiple staff and/or resources, you must ensure you are in the individual view to add a busy time. Using the left ...
How to prevent bookings for days that you are closed
If your business closes for holidays or you need to close during your normal business hours, you can block out the entire day(s) to prevent online bookings during these periods. You can also prevent bookings for an individual staff member if they are ...
How to log customer no shows in the CRM
Customers who do not show for a booking can be tracked directly from the Calendar and viewed in the Customers section of the CRM. Using the left navigation menu, go to CRM > Bookings > Past Bookings > press the ' ... ' button > Edit This allows you ...
Popular Articles
How To Use the Agenda
The Agenda provides you with an overview of future booking schedules each week, allowing you to check the booking status and numbers at a glance and most importantly, take action directly from this page. You can confirm or cancel booking requests and ...
Integrating your Nabooki Account with Rezdy
Rezdy integration with Nabooki enables an automatic sync of Rezdy availability into Nabooki and Nabooki bookings into Rezdy. As soon as your booking is added, changed or cancelled in Nabooki, the system will automatically attempt to create or cancel ...
How to add a sub-service
Please note a Parent service must be completely setup. Set service allows to Multiple bookings, set the capacity for the service and duration. Ensure Invisible online is selected as the parent service is not bookable. Using the left navigation menu, ...
Advanced settings in creating service
Click here for the main article - How to add a service. This article will cover advanced setup features for businesses requiring further customization to suit their business needs. Adding options Each service can have options if needed. Adding ...
How to export your bookings history
Please note: Account set up must be complete and that bookings have been created in the selected date range. Using the reports feature you can export your business's bookings history in CSV, XLS or XML file formats for any select date range. Using ...