Nuvbook Help Center

Client Management

Nuvbook keeps all your client information organized in one place, making it easy to build strong, lasting relationships.

7.1 Your Client List

Every client who books with you is automatically added to your client list. From the Clients section you can:

  • View each client's contact details, booking history, and total spend.
  • Add notes about client preferences or requirements.
  • Manually add new clients if needed.

7.2 Client Profiles

Each client has their own profile containing:

  • Personal details: name, email, phone number.
  • Appointment history: past and upcoming bookings.
  • Payment history: deposits paid, outstanding balances, total spend.
  • Notes: any custom notes you've added or added by customers while booking services with you.

7.3 Re-Engaging Clients

Use Nuvbook's retention tools to bring lapsed clients back:

  • Identify clients who haven't visited in a set time period.
  • Send automated re-engagement messages with a special offer or reminder.
  • Track the results through your analytics dashboard.

Next steps

Track performance and growth trends in Analytics.

FAQ

How do I contact Nuvbook support?
Open Contact support in the help center sidebar, visit /contact, or email your account manager from Settings → Help in your workspace.
Can I use Nuvbook on mobile?
Yes. Download the Nuvbook iOS or Android app to manage bookings, clients, and notifications on the go.
How do I invite teammates to my workspace?
Go to Settings → Team, click Invite member, and enter their email address. They will receive an invitation to join your workspace.
Where can I find billing and subscription settings?
Open Settings → Billing to update your plan, payment method, and invoices.