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.

Read more →

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.

In Belbo, you create a customer questionnaire in two steps:

1. The customer fields to be queried are structured and created in tabs
2. The tabs are stored in customer questionnaires in query steps

1. Create customer fields in a structured way

Under Settings > Customers > Customer Settings > Tabs > + Tab you can first create a new tab:

We recommend creating one tab per section in the patient history form.

To keep things even more organized, we recommend assigning the same "Parent Tab" for each patient history form. It is important that the name of the parent tab is spelled the same everywhere!

Now you can create the customer fields in the tabs. To do this, click on the blue tab name (1), then on Customer Fields (2) and then on "+ Customer Field" (3)

Customer fields in Belbo have different types. For customer questionnaires, the "Checkbox Group" type can be used in 90% of cases. Other options are "Text Field" or "Large Text Field".

Examples:

Yes / No - Queries with checkbox groups:

Here the field name is the question and the type is checkbox group:

If you now click on the blue field name, you enter the detailed view of the field. Here you can enter the selection options in the description: "Yes" ENTER "No". A new line creates a new selection option.

Checkbox Groups:

It's similar with checkbox groups where customers should check multiple fields. The selection options are then each written on a new line:

Create customer questionnaires in a structured way

After all customer fields have been created in the appropriate tabs, the customer questionnaire can be created in the second step.

In the "Customer Questionnaires" function under Settings > Customer Questionnaires you can now create a new customer questionnaire.

Now we configure the questionnaire. In general, we recommend always setting the following checkmarks:

Now we create a query step for each tab or section in the patient history form.

When we create a new query step, we select a heading, optionally also a description text, and can then select the corresponding tab in the lower section that should be queried in this step.

You can also enable the signature either at the end of the questionnaire or for individual steps, as needed, via the corresponding checkbox.

How a customer questionnaire can now be queried is described in the following article from step 4 onwards: /kundenabfrage/

Videos:

We have also recorded videos on the topic of creating customer questionnaires:

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

Read more →

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 →

In Belbo you can send messages to your customers. For each appointment, the customer can receive confirmation and reminder emails. You can also send your customers direct messages. For technical reasons, most of these messages cannot have attachments. Here you will learn how you can still send documents to your customers.

Read more →

If you want to contact or export selected customer groups, Belbo offers various options to filter your customers.
Read more →

With hairlist it is very easy to contact all or specific customers in your client file via SMS. An SMS of 160 characters costs you 10 cents each, regardless of which subscription plan you are on - these will be listed in your next invoice. With round-robin SMS you can reach all your customers for whom the corresponding contact details are stored in the customer file. The prerequisite for marketing SMS is that the SMS module is activated in your account (you must not be in DEMO mode) and that you have already successfully sent reminder SMS.

Read more →

With the SMS app, you can send confirmation and reminder SMS messages from your own mobile phone with an SMS flat rate and save costs.