If your customer database contains multiple customer files with identical characteristics, a submenu item called Duplicates is created in each of these files. If it is the same person who was accidentally entered twice, you can merge the customer files to maintain clean data.
Everything about: Customer Management & Records
Contracts
If you work with contracts, you can store them in the calendar and assign them to your customers.
Customer-specific times
Special settings allow you to specify custom times for your services for each customer.
Read moreBirthday List
If you maintain birthdays in your customer file, the upcoming birthdays of your customers will be listed here.
Customer fields
Customer fields are additional fields that you can create in every customer file card.
Basically, "Name", "First Name", "Email Address", "Customer Status" and "Phone" are already present in the customer file. If you also want to enter additional data such as "Address", "Birthday" or "Skin Type", you can create as many customer fields as you want.
Customer File
In every customer file you will find all important information about your customer. Here you can invite them to online booking, store information, prohibit online booking for this customer and much more.
Customer Management
In customer management, all your customers are listed. You can see the total number of customers and your customer groups – sorted by new customers and the various customer statuses.
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Customer Status
You can assign each customer a customer status to distinguish your customers in the calendar or to tailor marketing measures to specific customer groups.
Create new customers without appointments
In the Belbo calendar, a new customer record is created as soon as you save a new customer appointment. If you want to add individual customers without creating an appointment, you can do this in the customer overview.
Customer Database
Use the customer database to view or look up your customers' data.