Everything about: Customers

Email address in customer file locked: Remove blocking note

In the customer file, a note may appear at the customer's email address indicating that this address is blocked. This block was not set by you or your team and is also not an opt-out from your messages – it comes automatically from our shipping system.

You will find this note directly in the customer file at the affected customer's email address. Using the "Remove block" button, you can release the address again.

Duplicates are not found - Trick

If "ignore" was clicked during a merge in the past, these will not be recognized as duplicates.

Sender email address

You can set up your own sender email address for outgoing emails from belbo instead of using the standard address termine@belbo.com. This is possible, but requires additional settings outside of belbo – directly at your domain.

Send customer questionnaires as direct message via email

With the Customer Questionnaires function, customers can fill in certain data themselves. For example, they can be filled out and signed directly on-site on an iPad. If you would like to send the questionnaires via email to specific customers, proceed as described here.

Cost Estimate

Cost estimate: A new customer field type "Multiple Products" allows you to store services & products in the customer file, which can also be sent by email. Users without a Belbo cash register system can also use this function.

Customer field "Mark and label images"

With the customer field type "Mark and label images", you can store a schematic image in your customer files, which can be individually labeled for each customer.

Application example beauty:
You can mark those facial or body areas during the conversation with the customer that are to be treated.

Application example massage:
Your customers can mark those areas on a tablet themselves as part of the customer questionnaires where they want the focus of the massage to be.

Customer Categorization Using Customer Fields

To make your customers filterable beyond customer status, we recommend using additional customer fields.Read more →

Reminder Overview

If you want to check which of your customers will receive a reminder for your appointment, you can use the reminder overview.

Contact Customers of the Day

If you want to contact all customers on a specific day (for example, because an employee is sick), you can do this in Belbo via email and SMS. Read more →

Sent email not in mailbox

It can happen that customers contact you if they cannot find certain emails in their mailbox. These include, for example:

Reminder and confirmation emails
Password forgotten emails
Newsletters

However, it can also be Belbo system emails that you, as the owner of a Belbo calendar, expect to find but cannot. These include, for example:Read more →