Everything about: Customers

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".

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".

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.

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

Reminder Time

Set the timing for email and SMS reminders.

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

Customer inquiry

With customer inquiry, you can quickly and easily maintain your customers' master data by having your customers enter or update their own data. Consent to digital data storage or medical history forms can also be requested here. To do this, you need a second device (for example, a tablet) that you can hand to the customer. The customer has access exclusively to their own data and receives no insight into 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".

Internal Messaging System

Your employees can send each other messages within the Belbo calendar.

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