7 topics
Home screen: the Calendar (your diary) — booki opens here after login.
Sidebar (left on desktop; behind the ≡ menu on mobile): Calendar, Clients, Invoices, Accounts, Communications, Settings, Help.
Top bar: your business name, your profile initial, a light/dark toggle, and log out. (To view a colleague's diary on a team, use the diary picker in the Calendar toolbar — it isn't in the top bar.)
Also called: dashboard, menu, home.
Session: you stay signed in until the browser is fully closed.
Logs you out: closing the whole browser.
Keeps you signed in: closing a single tab, refreshing the page, Mac sleep / lid close.
Why: protects client data on a shared or public computer without nagging you every time you switch tabs.
Where: below the sidebar nav links.
Tabs: Tasks (general to-dos) and Callbacks (people to phone back), each with a count badge.
Per item: title, priority (low / medium / high — the list sorts by priority), an optional linked client (shown as a clickable @Name that opens their record), and notes.
Callbacks also capture a phone number (required) and a reason.
Status: Tasks = to do / started / done; Callbacks = to do / left voicemail / spoken to.
Auto-created tasks: booki adds tasks itself — e.g. chasing a late-cancellation fee, or rescheduling clients when you close a day that already had appointments.
Completed items: collapse into a section at the bottom; select to restore or clear in bulk.
Where: the sun/moon toggle in the top bar.
Default: follows your device setting; remembers your choice.
Also applies to: your public booking page and the client portal.
Where: Settings → Sidebar.
Do: turn any navigation item on or off; show/hide the Share links block (quick-copy booking link, website and referral code); hide the task panel; reset to defaults.
Always visible: Settings and Help (cannot be hidden).
Off by default: some pages (e.g. CPD and Clinical notes) aren't in the sidebar until you switch them on here.
What it is: guided first-run setup for a new practice; also re-runnable any time.
Where: Settings → Setup wizard (opens as an overlay over the live app).
Steps, in order: Business details, Working hours, Services, Online booking → a "You're operational" screen → optional next steps (Payments, Import data, Notifications, Registrations, Products, Team).
Nothing is locked in: every step is a shortcut to a Settings page; edit anything later via the wizard or that page directly.
Where each step's settings live afterwards: Business details → Settings → Business · Working hours → Settings → Availability · Services → Settings → Services · Online booking → Settings → Booking.
To change business details after the wizard: reopen Settings → Setup wizard and edit the Business step, or go to Settings → Business, edit, and Save.
Also known as: onboarding, first-time setup.
Where: the lock icon in the top bar.
How: set a 4-digit PIN when you lock — it's held only in your browser for that session (never saved to booki's servers) and cleared when you unlock or close the browser. A branded lock screen hides everything until you re-enter it.
Forgot the PIN: close the browser (this clears the lock and logs you out), then log back in.
