belbo
  • Overview
    • Getting to know Belbo
    • Location Settings
    • Switch to Belbo
    • Calendar View & Navigation
    • Recurring Appointments & Courses
    • Appointment Entry & Management
    • Tasks
    • Overview
    • Multiple Locations & Head Office
    • Manage Employees
    • Logins
    • Rights
    • Overview
    • Absences & Holidays
    • Working Hours
    • Time Tracking
    • Overview
    • Data Protection (GDPR)
    • Customer Communication (Email, SMS)
    • Customer Management & Records
    • Overview
    • Bonus & Loyalty Programs
    • Campaigns (Newsletter & SMS)
    • Marketing Consents (GDPR)
    • Tracking & Analytics
    • Overview
    • Services & Prices
    • Service Packages & Subscriptions
    • Vouchers
    • Products
    • Purchasing & Suppliers
    • Stock & Inventory
    • Scanning & Sales
    • Cost of goods sold & expenses
    • Overview
    • Setup & Settings
    • Design
    • I'm ready to help you translate the category name from German to English. However, I don't see the actual text to translate in your message. Please provide the German category name that needs to be translated, and I'll translate it for you while preserving all HTML tags, comments, and WordPress shortcodes exactly as they are.
    • Integration (Website, Google, Instagram, Facebook)
    • Online payment
    • Overview
    • Accounting & Exports
    • Cash Register Settings
    • Checkout process
    • Daily Closing & Reports
    • TSE & Cash Register Anti-Tampering Ordinance
    • Overview
    • Export Overview
    • Employee Utilization
    • Revenue & Reports
    • Belbo Satellite
    • Printer
    • EC Terminal & Card Payment
    • Troubleshooting Hardware
    • Scanner & POS Devices
    • General Settings
    • API & Integrations
    • Notifications & Emails
    • Contracts & Legal
Skip to content

Everything about: Customers

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".

Read more →

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".
Read more →

Receive daily sales report by email

With the daily revenue report, you receive a simple summary of your sales via email every day.

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

Read more →

Detailed description of a service in confirmation and reminder emails

If certain services require explanation or if customers need to pay attention to something before their appointment, you can also include this information in the confirmation and reminder emails. This ensures that your customers receive the information after booking the service.

Read more →

Cancellation email

When a customer cancels their own appointment cancels or an employee deletes the appointment in the calendar, the customer receives a confirmation email. If you would like to provide your own text for this email, you can do so.

The prerequisite for the customer to receive this message when an appointment is deleted by an employee is that the notification option has been activated in the calendar settings. For online cancellations by the customer, cancellation confirmations are always sent.
You can access this area via Settings > Appointment confirmations & reminders > Emails > Cancellation email

Read more →

Reminder Time

Set the timing for email and SMS reminders.

You can access this area via Settings > Appointment Confirmations & Reminders

Read more →

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".

Read more →

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.

Read more →

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".

Read more →

Post navigation

← Older posts
Newer posts →
This manual is a service by belbo. Legal notice