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Everything about: Customer Management & Records

Duplicates are not found - Trick

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

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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.

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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.

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Customer Categorization Using Customer Fields

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

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 →

Mark customers as children

If you offer services for children, you can set up customer records to be marked as "child".
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Reminder

With the follow-up function, you can display customer files in the calendar to keep important tasks in view.

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Document Management in the Customer File

With document management, you can add digital documents to your customer records so that they can be viewed later by each employee.

You can access this area via Settings > Document Management
If this function is not enabled, it can be activated via "Settings > Add Function".

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Print Recipes

You can print the recipes from the last three appointments of a customer. This way you can take the printout with you for color mixing or prepare better for the customer. You must set up the recipe printing first.

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Color Formulas in belbo

In the hair salon, individual color formulas can be created for each customer so that the formulas already used can be looked up during a later visit by the customer.

You can access this area via Settings >
If this function is not activated, it can be edited via "Settings > Customer Settings".

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