belbo
  • Overview
    • Getting to know Belbo
    • Location Settings
    • Switch to Belbo
    • Calendar View & Navigation
    • Recurring Appointments & Courses
    • Appointment Entry & Management
    • Tasks
    • Overview
    • Multiple Locations & Head Office
    • Manage Employees
    • Logins
    • Rights
    • Overview
    • Absences & Holidays
    • Working Hours
    • Time Tracking
    • Overview
    • Data Protection (GDPR)
    • Customer Communication (Email, SMS)
    • Customer Management & Records
    • Overview
    • Bonus & Loyalty Programs
    • Campaigns (Newsletter & SMS)
    • Marketing Consents (GDPR)
    • Tracking & Analytics
    • Overview
    • Services & Prices
    • Service Packages & Subscriptions
    • Vouchers
    • Products
    • Purchasing & Suppliers
    • Inventory & Stock Counts
    • Scanning & Sales
    • Goods used & Costs
    • Overview
    • Design & Texts
    • Setup & Settings
    • Integration (Website, Google, Instagram, Facebook)
    • Online payment
    • Overview
    • Accounting & Exports
    • Cash Register Settings & Hardware
    • Checkout process
    • Daily Closing & Reports
    • TSE & Cash Register Anti-Tampering Ordinance
    • Overview
    • 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
Skip to content

Getting Started & Setup

Belbo Learning

Here you will find short, practical videos on the most important features of Belbo – explained simply and ready to use immediately.

Recommended setup sequence

If you're just getting started, we recommend the following sequence. Your account is normally already populated with demo employees, services, and appointments so you can familiarize yourself with the system beforehand.

  1. 1
    Set up devices – choose the appropriate device, if necessary install the calendar app on your smartphone
  2. 2
    Add employees – delete demo employees if necessary and create your own team so it appears in the calendar
  3. 3
    Set up duty schedule & working hours – when is who available?
  4. 4
    Create services and prices – remove existing demo services and create your own services
  5. 5
    Set opening hours – framework for the calendar
  6. 6
    Activate online booking – customers book around the clock (optional)
Important: Enter your public holidays before scheduling working hours. This way these days will be automatically blocked, and you won't need to consider them individually during duty scheduling.

If you have any questions about the setup, you can reach the Belbo team at any time at 030 5770 9641 or info@belbo.com. You can also find answers to many other topics using the search at the top of the manual or in our help chat.

Calendar operation

Enter appointments

Here's how to quickly enter a new appointment in the calendar – from employee selection to saving. → Go to article

Move appointment

Move an existing appointment via drag & drop or manually to another time. → Go to article

Cash register use

Process walk-in customers

Cash register process for customers without an appointment – capture and calculate services and products directly at the register. → Go to article

EC device for card payments

For card payments at the register, you need an EC terminal. If you already have a device with a ZVT or TIM interface, connect it directly to Belbo. Newly founded and don't yet have an existing card payment contract? With SumUp Solo you can easily obtain an EC device without a bank contract.

  • Compatible card terminals – overview
  • Connect EC terminal
  • Card payment with SumUp

Cash register start – before going live

Important: Forward the Cash register start article to your tax office in good time. There you will receive, among other things, the required chart of accounts and information on the deadlines for the Technical Security Equipment (TSE) that apply in your state.

Switch to Belbo

Are you already working with a digital system and want to switch to Belbo? You can find all information about this in our Switch to Belbo article.

Data import

Do you want your existing data transferred? Contact us via the help chat in the top right and send us an export file in Excel or CSV format. We will then discuss with you whether and how the import can take place. You can find out which data can be imported and what format is required in the Import Center.

Further topics

Once the basic setup is complete, these topics might be of interest to you:

What devices do I need for Belbo?
Hardware overview: tablet, printer, EC terminal & more
PIN mode
Employees log in to the calendar using a PIN
Waiting list
Reserve customers for fully booked appointments
Configure questionnaire for online booking
Customize the booking process for customers
Distribute rights
Set access rights per employee
Statistics
Evaluations on revenue, utilization & more

Guides

Belbo Calendar App
Your Belbo calendar is web-based and can therefore be accessed at any time from any internet-enabled device via…
Customer Service Inquiries in Chat
You can reach Belbo customer service via chat or email at info@belbo.com if you have any questions. To…
Customer Service Inquiries Topic Area Online Booking
Here we show you what helpful information we need for specific requests and how you can potentially solve…
This manual is a service by belbo. Legal notice