Customers
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
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 ...
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 ...