Everything about: Customer Management & Records

Advanced Customer File

You can customize your customer records in Belbo in many ways to suit your needs. You can create additional fields or tabs to store any definable customer data you want.

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

Lock customers

Prevent unwanted customers from booking appointments online.

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

Customer inquiry

With the customer inquiry, you can easily maintain your customers' master data by having your customers enter or update their own data. You can also query consent for digital data storage or medical history forms here. For this, you need a second device (for example, a tablet) that you can hand to the customer. The customer only has access to their own data and does not see your calendar or other customer files.

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

Update of the customer database

We use sophisticated technology to provide fast and reliable customer search even with a large number of customers. This technology ensures that when entering appointments, your existing customers are found and appointments can be saved quickly and easily.Read more →

Duplicate Finder

It occasionally happens that multiple customer records are created with identical values. These are duplicates. To find duplicates quickly and easily, we have developed a function for this: The Duplicate Finder.

Customer Change Log

Let Belbo log all changes to your customer files.

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

Advanced Customer Directory: Service Fields

If you want your customers to provide certain information when booking a service online, you can create service fields for this purpose. For each of your services, you can define your own service fields, so customers only need to provide the information that is necessary for the desired service.

Application example:
You offer piercings and tattoos in your business. Customers who want a tattoo must upload an image during booking and provide some information about the desired size and color. Customers who book a piercing must specify the body area.

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

Card index tab

You can add custom customer fields to each customer file. You can organize these in tabs to make all information clearly arranged in each customer file.

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

Customer database settings: Direct debits

In the direct debit settings, you can store your account data to be able to debit fees to be paid, such as membership fees.
Read more →

Customer File: Invoices

In the billing section of the customer file, you can view all payments from the customer in the customer file.
Read more →