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Advanced Customer File

You can customize your client records in Belbo in many ways to suit your needs. You can create additional fields or tabs to store any custom data you want about your clients.

You can access this area via Settings >
If this function is not enabled, it can be activated via "Settings > Add Function".

Example use case:
In a hair salon, it's useful to store your clients' color recipes. In the cosmetics field, skin type or allergies may be important. In sports, training goals or clothing sizes are relevant. Depending on what data you want to store, you can expand your client file as needed.

In the extended client file you will find the following options to create fields and tabs:

  • Tabs
  • Client Fields
  • Appointment Fields
  • Service Fields

Categories: Customer Management & Records
Tags: Datenpflege
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