Clients

The Clients section is your client database. Every person who books — manually entered, imported, or auto-created from online booking — lives here. It’s also where custom prices, discounts, notification preferences, and notes are kept.

How to get there

Home tab > Clients tile.

What you can do

• Add clients manually, import them from your phone contacts, or upload a CSV file.
• Edit any field on a client, including a discount percentage that lowers the service prices Bookora shows you when you book that client.
• Turn notifications on or off for a specific client from their edit page.
• Search by name, phone, secondary phone, or Instagram username.
• Bulk-delete several clients at once.
• See whether a client has connected to your Bookora Telegram bot.

Browse and search the list

1. Open Clients. The list is grouped alphabetically by the first letter of the full name.
2. Each row shows the name and primary phone.
3. Tap the search icon to filter the list. Search matches across name, both phone numbers, and Instagram username.
4. Tap any row to open the client’s details.

Add a client manually

1. Tap the Add Client floating button.
2. Choose Create manually.
3. Fill in at least Name (required). Optionally add birthday, two phone numbers, email, Instagram, address, a custom discount, the notifications toggle, and free-text notes.
4. Tap Save.

Import from your phone contacts

1. Tap Add Client > Import from contacts.
2. Grant the contacts permission when prompted.
3. Pick the contacts you want to import. Bookora maps name, phone, email, and other standard fields automatically.

Import from a CSV file

1. Tap Add Client > Import from CSV file.

2. Pick the file from your device.

3. Bookora recognizes the common column names. Headers are matched case-insensitively, and unrecognized columns are silently skipped. The clearest names to use:

   • Name: firstName, lastName, middleName, fullName (or just name).
   • Phone: phone or primaryPhone for the main number; secondaryPhone for the alternate.
   • Email: email.
   • Birthday: birthday (also dob or dateOfBirth).
   • Other: address, instagram, note (also comment or notes).

   Many variants of these names are also accepted. Columns Bookora doesn’t recognize are silently skipped, so it’s safe to feed in an export that contains extra columns.

4. Bookora checks each row against your existing clients by phone and email. If a match is found, the existing client is updated with any new info from the row instead of creating a duplicate. Rows with no phone or email match are imported as new clients.

5. Rows that fail validation are reported back so you can fix and re-import.

How per-client prices work

There’s no dedicated per-client price field. Bookora remembers the price you used in the most recent appointment with each client for each service, and pre-fills it the next time you book them for the same service. If there’s no prior appointment, the service’s default price is used. To set a new ongoing price for that client, just edit the price on their next appointment — that becomes the new pre-fill.

How the client discount works

The discount on a client’s profile is a percentage from 0 to 100. It lowers the service prices Bookora shows you when you pick services for that client’s appointment — the reduced price is what gets pre-filled.

When the discount applies:

• You’re creating or editing an appointment for that specific client and you open the service picker.

When it doesn’t:

• The client books through your online booking page — the public page always shows full prices, regardless of any discount on their profile.
• You’re looking at a generic service list with no client selected.
• The client’s discount is set to 0%. Clients auto-created from online booking start at 0%.
• The service already has a remembered price from a previous appointment with this client — that fixed amount is used instead of the discounted default.

Turn notifications on or off for a client

1. Open Clients and tap the client to open their profile.
2. Tap the edit icon to enter edit mode.
3. Toggle the notifications switch.
4. Save.

Turning the toggle OFF cancels every pending notification queued for that client, so nothing planned for the future will be sent. Turning it back ON only affects notifications created from that point onward — Bookora doesn’t re-queue ones that were cancelled while it was off.

Bulk-delete clients

1. In the client list, tap the edit icon.
2. Tick the clients you want to remove.
3. Tap Delete [N] Clients. The deletion is immediate.

Single delete

Swipe left on a client row and confirm.

Limits and things to know

• Name is required. Phone, email, and Instagram are optional.
• Phone numbers must parse to international format (E.164). The validator follows the phone library’s rules for the chosen country.
• Email is validated for format if you fill it in.
• A discount is a percentage from 0 to 100. It only changes the prices you see when picking services for that client’s appointment — it doesn’t apply on top of a remembered per-client price.
• Phone and email aren’t unique — you can store multiple clients with the same phone number or email. It’s not recommended, though: online bookings can only link to one client per phone, and Bookora picks the match by primary phone number.
• Online bookings are matched to clients by their primary phone number. If the phone matches an existing client, the booking is linked to that client and their saved notifications setting is left as-is. If no client matches, a new client is created — and their notifications toggle is set based on whether they agreed to receive notifications during the booking flow.
• There’s no custom-fields feature — only the predefined set is supported.
• You can’t batch-edit a discount across many clients at once.
• You can’t export your clients to CSV from the app.
• Deletion is immediate and can’t be undone.
• Past appointments of a deleted client stay in your history but no longer link back to a client record.

Common issues

• Name cannot be empty. Fill in the name field and save.
• Invalid phone number. The phone can’t be parsed for the chosen country. Include the country code and avoid spaces or unusual punctuation.
• Contact permission has been permanently denied. Open your phone’s app settings, find Bookora, enable Contacts permission, and try again.
• No contacts found on device. Permission was granted but your phone has no contacts to import.
• Import failed. The CSV is malformed or the headers don’t match anything recognizable. Use the standard column names listed above and re-import the failed rows after fixing them.
• A client suddenly disappeared from the list. They may have been deleted on another device. Pull to refresh.
• The price pre-filled for a client looks wrong. Pre-filled prices come from the most recent appointment with that client for the same service. Change the price on the next appointment to update the pre-fill going forward.
• The client’s discount isn’t applied when I add a service. Make sure the appointment is tied to that specific client, the discount on their profile isn’t 0%, and there’s no remembered per-client price for this service from a previous appointment — that price takes precedence over the discount.
• The notifications toggle isn’t showing on the client. You’re not in edit mode. Open the client and tap the edit icon, then look for the notifications switch.
• A notification disappeared after I disabled notifications for a client. That’s expected — turning the toggle OFF cancels every pending notification for that client. Turn it back ON before the trigger event if you want future notifications to resume.

Bulk import or migrate from another product

If you want to import data other than clients (calendar events, schedules, anything else), email the file to support@bookora.me and the team will import it manually.

For exporting data out of another product (Square, Booksy, Acuity, and so on), please refer to that product’s own support or documentation.

Need help?

If you need help with clients, email support@bookora.me.