Send documents to customers

In Belbo you can send messages to your customers. For each appointment, the customer can receive confirmation and reminder emails. In addition, you can send your customers direct messages. For technical reasons, most of these messages cannot have attachments. Here you will learn how to send documents to your customers anyway.

Use case example:
Your customers must bring a certain document signed to the first appointment. You want to send this to your customers in the confirmation email so they can print and sign it before the appointment.

Upload the document online

You can use your own website or a cloud solution to upload your documents. After uploading your documents, they can be accessed via a link and downloaded from the internet for users who know the link. An example of such a link is "https://mycompany.de/consultation.pdf".

Please contact your web office if you need support here. We are unable to provide support for third-party software.

Link document in customer message

Depending on your use case, you can now link this document in your customer messages.

If every customer with an appointment should be able to download it, link the document in the confirmation and reminder emails.
If you want to send this document to specific customers, use direct messages.
If only customers who have booked a specific service should receive the document, use the "Detailed description" function in your services.

Linking a document in the email message

Open the text template in which you want to link the document.
Write the text with which you want to describe the document. Use a call to action ("Download now") to encourage the customer to download the document.
Select the text that calls for the download.
Click on the link icon and enter the document URL.

Linking a document using a reminder email as an example:

Your customers can now download the documents and process them further if needed. This procedure is also suitable if your customers need to read long contracts or treatment information before treatment. By sending the documents in advance, you can save time, even if the customer ultimately only provides their signature on-site.

Documents via SMS
Please note that using hyperlinks via SMS is not possible for technical reasons. This is an international standard that Belbo cannot change. If you want to link your document in your SMS, the URL itself must be placed in the text. This can be correctly interpreted by most modern smartphones. However, the URL increases the character count and can therefore lead to increased SMS costs. We recommend sending your documents exclusively via email.