If you offer services at your location where two people are to be treated simultaneously, we describe here how these can be optimally displayed in Belbo.
We recommend creating a separate service such as "Couples Massage".
Within this new service, the time planning can then be configured so that multiple employees or rooms are blocked. However, in the online booking, only one employee can be selected. The second employee is determined from a set defined by you.
1. Case: 2 employees are blocked
For this, you can use the "Block simultaneously" button to set a time step parallel to a previous work step. Normally the first step is then with the "Booked Employee" and the blocking step is then, for example, "An employee with the role Massage Therapist".
2. Case: 2 employees + 1 room
For this, you can use the "Block simultaneously" button to set a time step parallel to a previous work step. In addition to the blocking employee, you can then click "Block simultaneously" again to achieve a room blocking.
3. Case: 2 employees + 2 rooms
For this, you can use the "Block simultaneously" button to set a time step parallel to a previous work step. In addition to the blocking employee and room, you can then click "Block simultaneously" again to achieve a second room blocking.
For every appointment, there is always exactly one employee who is responsible for the appointment. Normally, the system itself determines which employee should be responsible, but if changes are made to the appointment, the responsible employee is not automatically changed.
There are reasons for this: Sometimes an appointment should be transferred to another employee without changing the employee visible to the customer. Sometimes services are only supervised by the responsible employee, so that employee does not need to be blocked.
The appointment color in the calendar can be influenced by many settings. Here you will learn what options you have.
Manual color selection in appointment details
Basically, you can influence the appointment color yourself if appointment coloring is active in your settings. The colors available for selection can be edited in the appointment entry settings.
If your selected service has a color assigned to it, the appointment can also be automatically colored accordingly. However, this color can still be manually overridden.
Appointments that have an important appointment status can also be colored specially. These include:
Cancelled appointments: Selectable in "Calendar settings" -> "Appointment display"
Employee sick: Selectable in "Calendar settings" -> "Appointment display"
Paid appointments
In the cash register settings you can specify that paid appointments have a certain color.
Any employee
You can specify in the online booking settings that an appointment has a certain color if the customer selected "Any employee" in the booking. This is a signal that the appointment can also be assigned to another colleague without the customer being disappointed.
Special case: Coloring by employee
If your appointments should not be colored according to service or status, but rather colored based on the employee, you can use this very special mode. This mode only offers advantages for locations with many employees who potentially cover different areas. At first glance, you can quickly see which "area" potentially still has gaps.
In addition to the employee calendar color, each employee can additionally select an appointment color in their profile. Calendar settings: Calendar display in the "Column properties" tab
Please note that this mode is typically practical for larger locations where appointment coloring based on an employee's role is desired.
The booking mode "Flush Booking" helps you optimize your capacity utilization. To better understand which appointments are offered, here are explanations and examples.
You can access this area via Settings > Intelligent Appointment Scheduling (or CH: Appointment Offer)
If this function is not enabled, it can be activated via "Settings > Add Function".
Basically, this mode is intended to prevent short idle times from occurring that can no longer be booked. In the simplest case, only appointments are offered that are adjacent to another appointment/break/internal appointment.
Additional Option 1: Flush Booking with Idle Time
Since in the simplest case no appointments are offered for a completely empty day, a minimum idle time can be activated, from which appointments should be offered again. An appointment is only offered if the gap before as well as after the appointment is longer than or equal to the defined idle time.
Additional Option 2: Flush Booking with Working Hours Start/End
Often it is desirable that the start and/or the working hours start are also offered. This can be enabled with these options. In this case, the earliest and latest appointment of the day, which is adjacent to working hours, is always offered.
Example 1: Booking a service lasting 60 minutes
Employee 1
Working hours start 10:00
10:00
11:00
12:00
13:00
14:00
15:00
Peter Lustig
Wash Cut Blow Dry
16:00
17:00
18:00
19:00
Working hours end 20:00
Appointments with Flush Booking
14:00, 16:00
Appointments with Flush Booking + Working Hours End
14:00, 16:00, 19:00
Appointments with Flush Booking + Working Hours Start + Working Hours End + Idle Time 60 Minutes
10:00
11:00, 11:30
12:00, 12:30
13:00
14:00
16:00
17:00, 17:30
18:00
19:00
Example 2: 30 Minutes with Assistant, then 30 Minutes Cut
Employee 1
Working hours start 10:00
10:00
Petra Mustermann
Coloration
11:00
12:00
13:00
14:00
15:00
Peter Lustig
Wash Cut Blow Dry
16:00
17:00
18:00
19:00
Working hours end 20:00
Assistant 1
Working hours start 10:00
10:00
11:00
12:00
13:00
Heinz Heinrich Head Massage
14:00
15:00
16:00
17:00
Working hours end 18:00
Offered Appointments with Flush Booking
10:30, 14:00, 15:30
Offered Appointments with Flush Booking + Working Hours End
10:30, 14:00, 15:30
Offered Appointments with Flush Booking + Working Hours Start + Working Hours End + Idle Time 60 Minutes
10:30
11:30
12:00, 12:30
14:00
15:30
16:30
17:00, 17:30
FAQ
What happens if multiple employees are involved in the appointment?
If multiple employees are involved in the appointment, flush booking is only guaranteed for the primary booked employee. Otherwise it has been found that almost no appointments can be booked if all involved employees had to be booked flush. See Example 2.
What happens if the booked employee appears later in the appointment?
Flush booking is always guaranteed first for the start/end of the booked employee. This is intended to optimize the utilization of the booked employee. See Example 2.
What happens if the appointment is completely performed by assistants?
In the Belbo calendar, you can view and manage your appointments. Here you will find an overview of all appointment types and important articles on the subject of appointments.
Appointment Types
You can create different appointment types such as customer appointments or courses and link them with your employees and your customer database.
If you do not want to allow apprentices or new employees to create actual appointments in the calendar, you can enable the appointment draft function. Employees whose PIN in their profile has been marked with draft mode can only save appointments in draft mode. These appointments must be released by authorized persons.
You can access this area via Settings > Appointment Drafts
If this function is not enabled, it can be activated via "Settings > Add Function".
The prerequisite for this function is that you work with the Employee PIN.
Activate appointment drafts and select employees
After you have activated the function, you can specify in the corresponding module which of your employees are only allowed to create appointment drafts:
Appointment drafts in the calendar
When the selected employees create an appointment in the calendar, it will be displayed in a special way. Attention: As long as the appointment is considered a draft, online booking customers can book these appointments online.
Release appointment drafts
Employees who are authorized for normal appointment saving can then release the appointment. After that, double bookings will no longer be allowed.
If you want to maintain customer data that should be noted for every customer appointment, you can create appointment fields. This allows you to document a customer's treatment history.
You can access this area via Settings >
If this function is not activated, it can be activated via "Settings > Add function".
Appointment fields in the customer file
Once you have set up your appointment fields correctly, a separate date tab will appear in the desired card tab of the customer file for each appointment the customer had with you:
This way you can enter separate data for each appointment and can check at any time in the past appointment fields what data you entered back then.
Creating appointment fields
Step 1: Create a separate card tab for appointment fields
To use appointment fields, it is important that you first create a separate card tab. This tab may contain only appointment fields.
Click on "+ Card tab" under Settings > Advanced Customer File > Card tabs.
Create a new tab in which appointment fields will be exclusively organized in the future.
Save your entry.
Step 2: Create appointment fields
You can then create appointment fields, which you can directly organize into the new card tab.
Click on "+ Appointment field" under Settings > Advanced Customer File > Appointment fields.
Create a new appointment field and select an appropriate field type.
Select the card tab that is specifically intended for appointment fields when creating the field.
Save your entry.
You can add any number of appointment fields to the card tab.
Using appointment fields
Now you can enter the most important treatment data for each appointment. For certain field types (for example "Text"), it makes sense to display these directly in the appointment dialog, so that the customer file does not have to be opened first. To do this, you can activate the "Show in appointment detail" option under Visibility > In calendar after clicking on the desired appointment field.