Customer fields are additional fields that you can create in every customer record card.
Basically, "Name", "First Name", "Email Address", "Customer Status" and "Phone" are already included in the customer file. If you want to also enter additional data such as "Address", "Birthday" or "Skin Type", you can create any number of customer fields.
You can access this area via
Settings > Customer Settings > Customer Fields.
Edit Customer Fields
To create a customer field, click +Customer Field in Customer Record Settings > Customer Fields.
Field Properties
Overview
Field Name
Describe the information you want to collect here. The name appears in every customer record.
Example:
If you want to add a field for Birthday, name it "Birthday". For Street and House Number, "Street & No." is suitable.
Field Type
Depending on the type of information you want to store, different field types are suitable, which you probably know from the internet and software applications.
Examples:
Description
For checkbox field type:
Enter the text here that should be displayed next to the checkbox.
For select field type:
Enter the text options that should be available for selection. Separate the lines by line breaks:
Icon for Calendar
Here you can select a symbol that appears in the calendar,
as soon as you set "Checkbox" as the field type and
activate it in the customer record.
Example in a gym:
You want to see a small symbol at each customer's appointment who pays for their workout clothes to be washed at your facility. Create the "Laundry" field, select "Checkbox" as the field type and set an appropriate icon. When you activate this field in the customer record, the selected icon appears at the appointment.
Required Field
This field must be filled in for an appointment to be saved.
Customers can only register online if they fill in this field.
Visibility
Tab
If you leave the "Tab" field empty, your customer field appears on the main page of every customer record. If you click on it and enter a name, you add it to a tab. If there is no tab with the entered name yet, a new tab will be created.
New customer field on main page:
New customer field with tab "Additional Information":
Hide Field
Use this function for data fields that you no longer want to display in the customer record but don't want to delete completely.
Show in Appointment Detail
Your customer field appears in the appointment detail (after clicking on an appointment). Recommended for data needed during the appointment.
Show in Appointment Entry Form
Your customer field appears in the appointment entry form. Recommended for important data.
Show in Calendar
This field is displayed directly in the appointment.
Checkout Process
If you use the Belbo cash register system, you can query unfilled data during the checkout process.
Example:
You want to collect the birthdays of all customers so you can congratulate them on their birthday and increase customer loyalty. Unfortunately, many customer records are missing the birthday. During checkout, a popup appears that reminds the employee to ask the customer for their birthday if this field is still empty in their record.
Please only use this function for fields that should be filled in all customer records.
Online Booking
This field is requested when registering on your online booking page. Recommended for data such as Birthday and Address.
Customer Search Preview
This field is displayed in the search result list of the customer search. This is suitable for information that helps with selecting the correct customer.
In the above example, the customer's birthday is also displayed.
This feature was also presented in our news stream (
see video).
Presentation
Width and Height in Record
Specify how much space the field takes up in the customer record.
Tip: If you use the "Birthday" field type and regularly maintain your customers' birthdays, you can use the Birthday List and the automatic birthday greetings.
If you create many customer fields, you can group them using record tabs within a customer record and organize your customer records clearly. You can find more about record tabs here.
If you want your customers to fill in certain customer or appointment fields during online booking, use the Service Fields.
