Managing Bookings & Cancellations
How to Create Recurring Bookings
Recurring bookings allow you to schedule multiple future appointments for a customer at regular intervals, such as weekly or fortnightly bookings. This feature helps streamline repeat appointments without having to manually add each session. ? Key ...
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 Bookings at Once
Manually cancelling bookings one at a time can be time-consuming. Nabooki provides a quick way to cancel multiple bookings at once using the Bookings List or the Customer Profile. Option 1: Cancel Multiple Bookings from the Bookings List 1️⃣ Navigate ...
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 Schedule > Calendar > click the schedule > click Schedule Manifest ...
How to Cancel All Bookings for a Scheduled Event
If you need to cancel all bookings for a scheduled event, you can do so in just a few clicks. This will cancel all customer bookings and prevent further bookings from being made for that event. Step 1: Access the Scheduled Event 1️⃣ Navigate to ...
How to Switch Bookings Between Staff or Resources in Timeline View
In Timeline View, you can easily reassign bookings between staff or resources. This feature is useful when a staff member is unavailable, schedules need balancing, or last-minute changes are required. Step 1: Access Timeline View 1️⃣ Navigate to ...
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 Schedule > Calendar > on the search field located on the right-hand side of the screen, you can search by name, email, phone ...
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 Their Bookings?
Customers may be able to modify or cancel their bookings depending on your cancellation and rescheduling settings. ✅ You can configure these options in your service settings. ✅ Customers can only make or modify bookings within the allowed timeframe. ...
How to Cancel a Class or Event When a Staff Member is Unavailable
If a staff member is unable to work and a replacement is not available, you may need to cancel a scheduled class or event. Follow the steps below to cancel all bookings for a scheduled event and notify affected customers. Step 1: Access the Event in ...
How to Cancel a Single Scheduled Session or Event
If you need to cancel a single occurrence of a scheduled session without affecting the entire recurring schedule, follow the steps below. This is useful for one-off changes such as public holidays, staff unavailability, or low attendance. Step 1: ...
How to Manually Add a Booking (Phone, Email, or Walk-In)
Manually adding bookings allows you to record phone, email, or walk-in reservations, ensuring they are managed alongside online bookings in your calendar. You can add a booking in two ways: ? Using the ‘+ Add Booking’ button – This follows the ...
How to Modify or Cancel a Booking
You can modify or cancel an existing booking directly from your calendar or booking list. Follow the steps below to adjust a booking or remove it entirely. Step 1: Locate the Booking There are two ways to find the booking you need to modify or ...
How to Reinstate or Remove a Cancelled or Moved Booking
When a booking is cancelled or moved, it remains visible in the original time slot as a placeholder for easy reference. This helps prevent accidental booking conflicts and allows for quick reinstatement if needed. Placeholders are shown as ...
How to Adjust Staff Availability for Specific Dates Using Fine-Tune
Fine-Tune allows you to override a staff member’s usual schedule on specific dates without permanently changing their regular availability. This feature is ideal when: ✅ A staff member or resource needs to be available on a day they don’t normally ...
How to Change Your Booking Capacities
Booking capacities determine the minimum and maximum number of customers who can book a service at a time. Adjusting these settings allows you to: ✅ Limit or expand the number of customers per session. ✅ Ensure your business operates within its ...
How to Log Customer No-Shows in the CRM
Tracking customer no-shows helps you maintain accurate booking records and improve customer management. Nabooki allows you to mark a booking as a no-show, keeping a record of missed appointments in your CRM for future reference. ? Key things to know ...
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 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 ...
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 ...