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Everything about: Bonus & Loyalty Programs

Sales bonus

With bonus cards, you can award points to a customer based on the revenue they generate with you. Once a certain number of points is reached, a customizable discount can be applied. This ensures that the discount given is proportionate to the customer's sales.

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

To use the sales bonus, the Belbo Cash Register System must be used.

Create a Sales Bonus Template

To create a new bonus card, click on "+ Bonus Card" in the Bonus Programs > Sales Bonus function.

Bonus Card Properties

  • Name Name of your bonus card to be able to select it in the customer file and cash register
  • Validity Validity of the bonus in days
  • Redemption per Point Control the discount to be realized through the turnover
  • Points per Revenue Control the discount to be realized through the turnover
  • Sales Points for Specify whether you want to award the sales bonus for service revenue, product sales, or both.
  • Redeemable from Minimum Points Specify the minimum points from which redemption should be possible.
  • Maximum Bonus Amount Redeemable: Set the minimum redeemable amount, if you want to limit it.
  • Description Describe your bonus card for internal purposes.

Example: In the image, a bonus card is created where the customer receives a bonus of €5 after purchasing services worth €100 within one year.

You can find some concrete examples of how to calculate the correct bonus in the article Sales Bonus – Explained Practically.

Start Bonus Card in the Customer File

In each customer file, you can start the saved bonus cards and redeem existing revenue.

Start Bonus Card During Checkout

When you cash in an appointment, you have the option during the checkout process to redeem the revenue or start a new bonus program.

You can also create stamp cards whose redemption depends on the number of appointments attended, instead of the customer's total revenue. Learn more about stamp cards here.

Referral Bonus

If you want to reward customers as soon as they recommend your business to friends, you can use the "Referral Bonus" feature. This feature is only available if you also use the Belbo Cash Register System.


You can access this area via Settings > Referral Bonus
If this feature is not activated, it can be activated via "Settings > Add Function".



Set Referral Bonus

With this feature, you can grant customers a discount or award bonus points. You can choose whether both the referrer and the referred customer receive a discount or only one of them. To do this, you can use an existing discount template. If you have not yet created the discount you want, you must do this first.

Create Discount

  • Go to Settings > Vouchers & Discounts.
  • Click on "+ Discount".
  • Set the discount you want to offer.
  • If you want to offer different discounts for the referrer and the referred customer, you can also set up two different discounts.

Assign Discounts

You can then specify which discounts should be awarded in the event of a referral:

  • Go to Settings > Referral Bonus. If this feature is not activated, it can be activated via Settings > Add Function.
  • Use the selection boxes to specify which discounts should be awarded for the referrer and the referred customer.
  • If you use bonus cards, you can also award referral points. However, awarding points is not necessary for using this feature.

Referral in the Checkout Process

Referred Customer

If the referred customer has an appointment with you, the referrer can be entered during the checkout process. This ensures that the referred customer has actually attended an appointment and paid before the referrer receives their bonus.

  • Click on the "Referred by" button during the referred customer's checkout and enter the name of the referrer.
  • If a discount is provided for referred customers, it will be applied and the price of the checkout will be reduced.
  • Complete the checkout as usual.

Referring Customer

Once a customer is registered as a referrer in a checkout process, this information is stored in the referrer's customer file. When this customer comes in for an appointment, a note appears in their checkout to alert them that they have successfully referred a friend:

Referral Overview

Under Settings > Referral Bonus you can see how many referrals have already been made:

Notification

You can send a message to the referring customer as soon as the referred customer visits you. This way you motivate them to book an appointment with you again. To personalize this message and simplify appointment booking, several placeholders are available in the message.

Stamp Cards

With Belbo stamp cards, you can stamp your customers' visit counts to award a bonus after a certain number of appointments attended. This is a popular way to increase customer loyalty.

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

You can use the digital stamp card instead of or in addition to physical customer cards. This function is particularly practical in combination with the Belbo cash register system, as your employees are automatically reminded to stamp here.

You can also create bonus cards whose redemption depends on the customer's total sales instead of the number of appointments attended. Learn more about bonus cards and how they differ from stamp cards here.

Stamp card in the customer file

After you have started a stamp card for a customer, you can see in the customer file how many stamps the customer has already collected. The appointments can also be stamped here or accidental stamps can be corrected.

Setting up stamp cards

Under Settings > Bonus Program > Stamp Cards you can create new templates which you can later start for your customers. If this function is not activated, it can be activated via Settings > Add Function.

  1. Click on "+ Stamp Card"
  2. Set the details of your stamp card.
  3. Save your entry.

Meaning of the fields

  • Name: The internal name of your program to distinguish it from other cards.
  • Icon: You can set an icon so that the card stands out more during the checkout process.
  • Validity: Specify within which period the stamps can be collected. Validity is given in days.
  • Number of Fields: Sets the number of stamps. This corresponds to the number of appointments the customer must attend before receiving her bonus.
  • Type: Usually "Discount" is the correct card type if the customer receives a discount.
  • Discount Type: Specify whether it should be a percentage discount (e.g. "Eleventh appointment 25% cheaper") or an absolute discount (e.g. "Eleventh appointment 10€ cheaper").
  • Voucher Value: Set the value. Example: For a 25% discount, enter the number "25" here if you selected "Percentage" for discount type.
  • Valid for: Specify within which period the stamps can be redeemed. Validity is given in days.
  • Description: If you wish, you can add an internal note.

Starting a stamp card in the customer file

If you do not use the Belbo cash register system, you can start a stamp card in any customer file.

  1. To do this, click on the customer name under "Customers" or in the appointment dialog.
  2. In the "Bonus Program" tab you can start both bonus and stamp cards. Click on "+ Start Bonus Program".
  3. Select the card you wish the customer to receive.

Stamp card during checkout

Starting a stamp card during checkout

If no current bonus program has been activated for the customer, you will see the available bonus programs during checkout. Here you can select one or more.

Stamping during checkout

If the customer already has a bonus program, you will see the stamp cards already started for the customer during checkout. The card can be stamped here. If the appointment does not qualify for a stamp, it can also be skipped.

Redemption during checkout

When the stamp card is full, the next appointment in the register will show that the customer can redeem the bonus stored in the card template.

After clicking "Redeem Card", the stored bonus is automatically added to the checkout process and the corresponding amount is deducted from the price.

Rating Function

With the rating function, you enable your customers to quickly and easily rate their visit with you. Ratings show you what customers think of your business. You can use ratings for your internal quality assurance or also publish them for marketing purposes on your online booking page.

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

Customers form an impression of your store/salon, the products and the service on the internet before they book an appointment with you or make their way to your business. For this reason, customer ratings are perfect for impressing new customers. It is therefore all the more important to respond to and evaluate your customers' ratings. This way, you will always have a clear picture of what your customers think of your business, service or product.

Please note: Your customers will be shown the 20 most recent ratings. The average rating displayed is of course calculated from all ratings.

1) Enable ratings

  1. Go to Settings > Ratings. If this function is not yet active, you can activate it under "Add function".
  2. In the settings tab of the function, you can set various parameters for your rating function.
  3. We recommend only displaying the ratings in the online booking once you have already received some meaningful ratings.

All display parameters:

External Ratings
In principle, ratings for your Belbo online booking are collected via the rating link in the email. If you would like ratings for another platform (Google, Facebook, etc.), you can change the target of the rating link here. For more information on how to create links for external platforms, you can find out here. The rating link already set up in the email will now forward to the newly defined target.
Rating option
Allows for a general rating for the location in addition to rating the employee. This way you can distinguish what your customer thinks about the specific treatment and generally about your business.
Display
Set here where your ratings will be shown within the online booking. We recommend only displaying the ratings in the online booking once you have already received some meaningful ratings.
Notification
Set here whether an email is sent to the address stored under Settings > Location Settings when a new rating is received.
Rating symbol
Set here the symbol that displays the rating level. Normally this is a series of stars. However, you have the option to choose a different symbol that matches your business:

2) Edit automatic email campaign

Test rating link The rating link in your mail only works correctly if it is linked to an actual appointment. In the test mail, the link is displayed as %RATE_APPOINTMENT% and is not linked to your rating page. The easiest way to test the emails is to create an appointment for yourself in the calendar and then proceed as described in "Point 3) Manual rating request in customer appointment" and send yourself a rating request for an appointment.

You can create automatic rating requests that are sent via email to your customers after they have had an appointment at your business. You can find out how to send a manual rating request directly from your calendar further below. A customer receives only one rating request per rating campaign.

  • After activating the function, a campaign for all customers is already set up. You can find this in the "Emails" tab.
  • Edit the email text that your customers should receive as a rating request.
  • If you want to send different rating requests to certain customer groups, delete the existing campaign and create a new one.

Create new campaign

Rating request
Here you can create and design your rating requests yourself. In the field "Name of email campaign" you write the internal name of your rating request. This could be, for example, just "Rating request 2020" or a sentence like "Rating VIP customers". This name serves to distinguish your campaigns and is not visible to your customers.
Customer status
With customer status, you can select whether this rating request is only received by certain customer groups, such as only new customers. If you leave this field empty, all customers with marketing consent will be contacted.
Time period
Set the time period here. You choose how many days after the last appointment the customer receives your rating request.
Email design
Choose the email design for your rating request.

Content & Design

The rating requests you send to your customers via email can be very easily and quickly customized by you. After you have created a rating request, click on the desired rating request and start designing your email.

General
Under "General" you have general information about your rating requests such as campaign name, send status, etc.
Content & Design
Here you design your rating request as the customer will finally receive it via email.

  1. Email subject In the email subject, it's best to write a sentence where the customer can immediately see what your email is about, e.g. "Please rate your last appointment". With this sentence, the customer immediately knows what topic or concern this email campaign is about.
  2. Header image: By default, the header image you created under Settings > Email and SMS templates > Design is used here. However, you can also exchange it for the rating.
Attachment
If you want to send a document or coupon/discount in your email, click the "+Document" button and select your desired document.
Filter
Here you can filter the recipients of your rating request according to other criteria.
Status
Here is a list of potential recipients of your email campaign, i.e. all your customers are listed who have an email address and have consented to email and SMS campaigns. Sent: Under Sent you can check your email sending status or name of the customers to whom you sent emails and date and time.

3) Manual rating request in customer appointment

You can also send the rating request manually.

  1. Click on the appointment in the calendar for the customer to whom you want to send the request.
  2. Click on "Options"
  3. If you have created multiple rating campaigns, select the desired campaign - if you have only created one campaign, it will be sent immediately.

4) Evaluation of ratings

All Ratings

  • All Ratings: Here you have a list of all ratings you have received on your booking page.
  • Highlighted: List of all ratings you have highlighted.

    • Not displayed: List of all ratings not displayed that are accordingly no longer visible on your booking page.

  • Reply to a rating: If you want to respond or reply to a rating, click on "All Ratings" and select a rating. In the "Rating" window you will first find general information such as rating text, date of rating and rating. Here it is important to select the name of the responding employee and write a reply in the "Reply text" field. Below the reply text you have the option to highlight the rating with your reply or not display it. Then click "Save".

Evaluation

  • Evaluation of your ratings Under "Evaluation" you get a statistic or evaluation of your ratings. The vertical numbers show how many ratings you have in total on your booking page. The horizontal numbers are your rating, showing how many of the ratings are marked with one, two or five stars.

Embed in website

If you wish, you can also embed your rating page in your website via iFrame. The code for this looks approximately like this:

<iframe src="https://mycompany.belbo.com/login/valuations?noHelp=true&compact=true" width="100%" height="700" frameborder="0" scrolling="auto">

For Swiss customers this may be:

<iframe src="https://mycompany.hairlist.ch/login/valuations?noHelp=true&compact=true" width="100%" height="700" frameborder="0" scrolling="auto">

Please replace the "mycompany" part with your own server prefix.

If you have any questions about this, please contact your web office and please understand that we can only provide very limited support regarding your own website.
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