Every guest who requests an appointment is automatically added to the guest list. Their data is handled according to Bokko’s privacy notice.
Open the guest list
- In the dashboard, click Guests in the left menu.
- Use search to find guests by name or phone number. The All services menu narrows the list by service, and the Blocked and Archived filters narrow it further.
What a guest profile contains
| Data | Source |
|---|---|
| Full name | Entered during booking |
| Email address | Entered during booking |
| Phone number | Entered during booking if you requested it |
| Booking history | Collected automatically |
| Visit count and latest visit | Collected automatically |
| Note | Added manually by you |
Add a note
- Click the guest name in the list.
- In the profile header, click the pencil icon (Edit).
- In the Edit guest window, enter work-related details such as preferences or follow-up context in Notes (optional).
- Click Save. The phone number and email cannot be changed here.
Step 1 Click the pencil icon in the profile header. - 1. Edit
- 2. Note
Step 2 Enter the note, then click Save. - 1. Notes (optional)
WarningOnly write work-related information in guest notes. Privacy rules apply to personal guest data there as well.
No-show history and blocking
In the guest profile, you can also see data indicating the guest's reliability: the number of successful visits, the missed (no-show) occasions, and the guest's blocked status.
- The No-show row (Pro) appears when the guest has missed appointments; it increases automatically when you mark a booking that way.
- If a guest is unreliable, use Block under Dangerous action at the bottom of the profile to stop further online requests (Pro).
Delete a guest
If a guest requests deletion of their data, long-press the guest’s card in the guest list, then click Delete in the Delete guest window. Bookings are anonymised; this cannot be undone.
InfoPermissions: Owner, Manager and Receptionist can see the guest list; Provider cannot. Owner, Manager and Receptionist can create and edit guests; deleting a guest is limited to Owner and Manager, and exporting the guest list to the Owner only.