belbo
  • Overview
    • Getting to know Belbo
    • Location Settings
    • Switch to Belbo
    • Calendar View & Navigation
    • Recurring Appointments & Courses
    • Appointment Entry & Management
    • Logins & Permissions
    • Multiple Locations & Head Office
    • Manage Employees
    • Absences & Holidays
    • General
    • Working Hours
    • Time Tracking
    • Data Protection (GDPR)
    • Customer Communication (Email, SMS)
    • Customer Management & Records
    • Bonus & Loyalty Programs
    • Campaigns (Newsletter & SMS)
    • Marketing Consents (GDPR)
    • Tracking & Analytics
    • Overview
    • Services & Prices
    • Products
    • Service Packages & Subscriptions
    • Vouchers
    • Purchasing & Suppliers
    • Inventory & Stock Audit
    • Scanning & Sales
    • Goods Used & Costs
    • Design & Texts
    • Setup & Settings
    • Integration (Website, Google, Instagram, Facebook)
    • Online payment
    • Accounting & Exports
    • Cash Register Settings & Hardware
    • Checkout process
    • Daily Closing & Reports
    • TSE & Cash Register Anti-Tampering Ordinance
    • Export Overview
    • Employee Utilization
    • Revenue & Reports
    • Belbo Satellite
    • Printer
    • EC Terminal & Card Payment
    • Troubleshooting Hardware
    • Scanner & POS Devices
    • General Settings
    • API & Integrations
    • Notifications & Emails
    • Contracts & Legal
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Customers

In Belbo you can store your customers and all important information and data.

Create customer files

  • Create new customer during appointment entry
  • Create new customer without appointments
  • Customer import

Manage customer data

  • Customer management overview
  • Customer status

Customization of customer files

  • Customer fields
  • Color formulas in Belbo
  • Appointment fields
  • Custom tabs

Data protection

  • Data protection requests
  • Manual data deletion upon customer request
  • Manual data disclosure upon customer request
  • Information obligation under the General Data Protection Regulation

Merge & prevent duplicates

  • Customer: Duplicates
  • Duplicate finder
  • Online booking without registration

Online booking

  • Invite customers to online booking
  • Online booking for different customer groups

Statistics

  • Analysis of online bookings
  • Customer loss analysis

Special settings

  • Customer-specific times
  • Cash register: Customer referral program
  • Cash register: Mark customers as children

General

  • Measures against unreliable customers

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