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Everything about: Appointment Entry & Management

Appointment Status Change to "Cancelled" - No Show

When an appointment is marked as "no show", you can send an email to the customer with just one click using your own template.


You can access this area via Settings > Appointment Confirmations & Reminders > Emails > No Show Email.



For example, inform the customer that an invoice may follow or that they should contact you to provide a reason for their no-show.

This makes it easier for your staff to contact the customer to collect any no-show fees without sending an invoice directly.

The email template can be edited in the Settings > Appointment Confirmations and Reminders area:

If a template is set up and the customer has an email address, the email can be sent:

Find cancelled appointments

Here we show you different ways to find and view canceled or deleted appointments.



Add appointments - Under construction

Best Practice: Couple Appointments

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.

Appointment Owner

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.

Appointment Color

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.

Further information can be found here: Calendar settings: Appointment entry – Colors

Coloring by service color

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.

Edit prices and services: Properties

Coloring by appointment status

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.

Tightly book

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 this case, no flush booking is checked.

Appointments

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.

Customer Appointments

  • Appointment entry directly in the calendar
  • Appointment assistant
  • View appointment details and edit appointment

Customer appointments in the Belbo calendar:


Courses

  • Activate courses
  • Create courses and add participants

Courses in the Belbo calendar


Breaks

  • Enter and edit breaks


Breaks in the Belbo calendar:


Internal Appointments

  • Enter and edit internal appointments

Internal appointments in the Belbo calendar:


Appointment Settings

Calendar Settings

  • Appointment display
  • Appointment entry
  • Set appointment colors
  • Required fields
  • Time settings

Appointment Backup

  • Appointment backup via email
  • Options in case of internet failure

Appointment drafts

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.

Appointment fields

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.

  1. Click on "+ Card tab" under Settings > Advanced Customer File > Card tabs.
  2. Create a new tab in which appointment fields will be exclusively organized in the future.
  3. Save your entry.

Step 2: Create appointment fields

You can then create appointment fields, which you can directly organize into the new card tab.

  1. Click on "+ Appointment field" under Settings > Advanced Customer File > Appointment fields.
  2. Create a new appointment field and select an appropriate field type.
  3. Select the card tab that is specifically intended for appointment fields when creating the field.
  4. 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.

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