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Customers›Customer Management & Records

Advanced Customer File

Feature: Customers › Extended Customer File › Settings

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".

Example use case:
In a hair salon, it is useful to store your customers' color formulas. In the cosmetics field, skin type or allergies may be important. In the sports field, training goals or clothing sizes are relevant. Depending on what data you want to store, you can expand your customer records as needed.

In the extended customer record you will find the following options for creating fields and tabs:

  • Tabs
  • Customer Fields
  • Appointment Fields
  • Service Fields

Categories: Customer Management & Records
Tags: Datenpflege

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