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Zum Beispiel "Tagesabschluss", "Dienstplan erstellen"

First steps

Welcome,

To make your start as easy as possible, we’ve usually already populated your account with demo staff, services, and appointments.

In order to make the regular start easier, we have put together here what steps you need to take next to start using the calendar.


Create employees

If necessary, delete existing employees and then add your employees and resources.

  • Add Employees
  • Delete Employee


Create roster

In order to be able to see the availability of the employees in the calendar, you must first define your rosters. Here you can define shift schedules and repeat working hours.

[box title=“Tip“ align=“left“] Before you set the working hours, it is best to set the areaholidaysyour holiday configuration so that all days are released. [/ box]

  • Edit a service plan
  • transfer working hours

Create Services

In order to be able to directly select all offered services at appointment registration, you must configure them. To do this, the existing benefit groups must be removed so that you can add your services:

  • Edit Services
  • Meaning of prices and benefits


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

Related topics:

  • PIN mode
  • Waiting List
  • online booking
  • Assign Rights
  • Statistics
Dieses Online-Handbuch ist ein Service von belbo und erläutert unsere Kassen- und Terminplanungssoftware. Impressum