Managing Customer Profiles
How to Manage Multi-Session Passes
Multi-session passes allow customers to purchase a set number of sessions upfront for services such as classes, workshops, memberships, activities, etc. Customers can book some or all of their sessions at the time of purchase and reserve the ...
Merge customers
If you have duplicate listings for the same person, you can merge them. You can navigate to the main menu, click on CRM > Customers > search name, email or mobile of customer you would like to merge (duplicate contact) > Merge. Search the name that ...
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
You can manage your customer records by updating or deleting customer details as needed. 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 ...
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 ...
Can I use my booking tool straight away?
Yes, as soon as your setup is finished and you have added your service(s), your booking tool will be immediately ready for your customers to make online bookings. Using the left navigation menu, go to Online widgets > Booking widget > Website ...
How to Create a Booking Timetable Using Sub-Services
Sub-services allow businesses to offer multiple booking options that share a common schedule. This is particularly useful for group fitness classes, workshops, or activities where customers can choose different booking types, such as casual visits or ...
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 ...