Managing Customer Profiles
How to manage customer passes
Passes in Nabooki are a convenient way to manage multiple-session services, such as classes, workshops, or memberships. This guide will walk you through how to view, edit, and manage passes to ensure smooth operations for your business. Go to Sales > ...
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 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 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 ...
How to delete or update customer details
If a customer requests that any of their details be updated, these changes can be made directly to their customer record. Using the left navigation menu, go to > CRM > Customers > press the '•••' button > search customer's name by name, email or ...
Popular Articles
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 ...
Integrating your Nabooki Account with Rezdy
Rezdy integration within Nabooki enables an automatic sync of bookings processed by Nabooki into Rezdy. As soon as your booking is added, changed or cancelled in Nabooki, the system will automatically attempt to create or cancel the relevant booking ...
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, ...
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. You can export a CSV, XLS or XML file containing booking details including the name, service booked, quantity and booking status as for any ...
Making a test booking
Please note that setup must be complete for this to be able to work. Different ways to make a test booking Using the left navigation menu, go to Online widgets > Booking widget > Book now button For a particular service, using the left navigation ...