Service Setup & Configuration
How to show remaining capacity on a schedule when booking
The ability to show remaining capacity on a schedule when booking is an essential feature for scheduling systems where availability is limited (e.g., booking classes or events). This functionality lets users know how many slots are left for a certain ...
Check in customers with QR code scanning
Streamline the check-in process by scanning QR codes when customers arrive. This article aims to guide you through the process of generating, scanning, and utilising QR codes, providing a seamless method for validating bookings and checking in ...
Show remaining capacity during booking
As merchants, we are always looking for ways to improve the customer experience. Some customers want to book themselves in a class with fewer attendees, whilst others don't want to miss out if the class is almost booked. One way we can do this is by ...
Overlapping schedules
It may be necessary for some businesses to assign the same staff or resources on overlapping schedules but unable to provide multiple services at the same time. Limit availability for overlapping schedules feature will help business to manage staff ...
Cloning a service
Please note: Account set up must be complete. Cloning a service is useful when wanting a template to build a new service or a duplicate of the original service. Using the left navigation menu, go to > Setup > Services > press the '...' button > Clone ...
Checking-in customers
Checking-in customers is useful for keeping track of clients who have attended a scheduled event or session. Please note that setup must be complete to be able to continue with this article. How to configure Check-in You will need to configure the ...
How to setup price categories
Price categories can be used on group or class bookings to set variable rates based on the participant's concessions. Using the left navigation menu, go to > Setup > Services > press the '...' button > Edit > General tab. Note: Please create the ...
How to change booking cut-off time, allowable cancellation time and booking time frame
Please note: Setup must be complete and the service that is having its booking cut-off time and allowable cancellation time change must be already setup. Booking cut-off time and allowable cancellation time can be configured to suit the merchant's ...
How to change a booking type to either instant booking or booking request
Whenever a service is added, the "Booking type" can be redefined to be an Instant booking (the default selection) or a Booking request. Selecting Instant bookings allows customers to book automatically on the available time slot within your booking ...
How to add an image for your service
You can upload an image related to the service you offer which will be displayed within the booking tool. Using the left navigation menu, go to > Setup > Services > press the '...' button > Edit > General tab > More details > Image upload Please note ...
How to add a custom message to the booking confirmation email
A additional messages or reminders can be sent to the customer within the booking confirmation email when a booking is made. Using the left navigation menu, go to > Setup > Services > press the '...' button > Edit > Booking Preferences tab. Please ...
How to disable customer reviews
Feedback isn't always needed for businesses. This is why it can be disabled if necessary. There are two ways to disable customer feedback email: For all customers Using the left navigation menu, go to Setup > Notifications > Customer ...
How to add one day event (adhoc)
Please note: Set up must be complete and the service to be already setup. An adhoc service is a service that you only want to be available on a specific date and time. Using the left navigation menu, go to > Setup > Services > press the '...' button ...
How to use session check-in feature?
Please note: Setup must be complete and the service must be configured to have check-in required. The check-in feature is the ability to deduct customers active session if they didn't book and show up. You may use the check-in feature for the ...
How to add new session?
Creating a service that allows for multiple sessions allows customers to purchase two or more visits upfront to be booked either all at once or over a period of time, as required. The number of sessions included can be a defined value or unlimited, ...
How to assign two or more staff members for a service
Please note: Set up must be complete and the number of staff that is required exists and the required staff are assigned to the location that the service is operating within. You can select the number of staff required for a service in the Staff & ...
How to offer a service for a limited time period only
Please note: Set up must be complete and service must already be set up. You can set the time period for which you wish to offer a service in the General tab of the service. Using the left navigation menu, go to > Setup > Services > press the '...' ...
How to delete a service?
Please note: Setup must be complete in order to delete services. Using the left navigation menu, go to > Setup > Services > press the '...' button beside the service that needs to be delete > Delete It is recommended that you deactivate the service ...
How to rearrange the order of services and categories
Please note: Setup must be complete and greater than 1 service is required. Existing services and categories can be re-arranged as needed on the Services page . Using the left navigation menu, go to > Setup > Services When you hover your mouse ...
How to use the multiple sessions feature
Creating a service that allows for multiple sessions allows customers to purchase two or more visits upfront to be booked either all at once or over a period of time, as required. The number of sessions included can be a defined value or unlimited, ...
How to add custom fields
The default data collected from your customers at the time of booking is their first name, last name, email address and mobile phone number. This data is collected and stored in your CRM for easy reference, reporting and marketing purposes. Custom ...
What are categories?
Please note: Setup must be complete to use categories. It is also useful to have multiple services already setup. Categories can be used to organise your services. They are not mandatory and can be used to create an extra level of selection to help ...
Single & multiple bookings, what's the difference?
Single bookings If you offer individual appointments such as hair styling or private group golf lessons, in the Service allows field select Single bookings Please keep in mind that you may accept more than 1 person per booking, but once a booking is ...
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 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 set minimum and maximum numbers for group bookings
Please note: Setup must be complete and the service must be already setup. A service, service option or sub-option for multiple booking services can have a minimum and a maximum number of people assigned to it. This is a great way to offer group ...
How to add terms & conditions to the booking process
Adding custom fields in the Booking Preferences can be used to add terms & conditions that must be agreed to prior to completing the booking process. Using the left navigation menu, go to > Setup > Services > press the '...' button > Edit > Booking ...
How to add a service
Each business is different and nabooki is built with the flexibility to meet a wide variety of requirements across the service industry. This article will cover a basic service setup which is great for first time users and most business operations. ...