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First Steps

Welcome! To make your start as easy as possible, we have usually already populated your access with demo employees, services and appointments. To facilitate your regular start, we have compiled here which steps you need to take next to start using the calendar.

1. Create employees
Delete any existing employees and then add your employees and resources.

2. Create shift schedule
In order to view the availability of employees in the calendar, you must first define your shift schedules. Here you can define shift plans and repeat working hours. [box title="Tip" align="left"]Before you set the working hours, it is best to first set your holiday configuration in the Holidays section so that all days are automatically freed up.[/box]

3. Create services
To have all offered services directly selectable when entering appointments, you must configure them. For this, the existing service groups must be removed so that you can then add your services:

Once you have completed these steps, you can proceed and transfer the appointments to the calendar. For this, it may be necessary to optimize various calendar settings to optimally map your process.

Do you need help or have questions?

In this manual you will find detailed descriptions for many functions. Use the search or browse the function list to find the desired functions. Search for keywords such as "shift schedule" or "employees" to find information about this function. We are happy to help you via help chat.

Switch to Belbo

Are you already working with a digital system and want to switch to Belbo? You will find all information about this in our article Switch to Belbo.

Import requests

Do you want a data transfer? Contact us via the help chat in the top right and send us an export file in Excel or CSV format. We will then discuss with you whether the import can take place this way. You can find which data can be imported and which format is required in the Import Center. Further topics: