belbo
  • Overview
    • Getting to know Belbo
    • Location Settings
    • Switch to Belbo
    • Calendar View & Navigation
    • Recurring Appointments & Courses
    • Appointment Entry & Management
    • Tasks
    • Overview
    • Multiple Locations & Head Office
    • Manage Employees
    • Logins
    • Rights
    • Overview
    • Absences & Holidays
    • Working Hours
    • Time Tracking
    • Overview
    • Data Protection (GDPR)
    • Customer Communication (Email, SMS)
    • Customer Management & Records
    • Overview
    • Bonus & Loyalty Programs
    • Campaigns (Newsletter & SMS)
    • Marketing Consents (GDPR)
    • Tracking & Analytics
    • Overview
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    • Service Packages & Subscriptions
    • Vouchers
    • Products
    • Purchasing & Suppliers
    • Stock & Inventory
    • Scanning & Sales
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    • Overview
    • Setup & Settings
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    • Integration (Website, Google, Instagram, Facebook)
    • Online payment
    • Overview
    • Accounting & Exports
    • Cash Register Settings & Hardware
    • Checkout process
    • Daily Closing & Reports
    • TSE & Cash Register Anti-Tampering Ordinance
    • Overview
    • Export Overview
    • Employee Utilization
    • Revenue & Reports
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    • Troubleshooting Hardware
    • Scanner & POS Devices
    • General Settings
    • API & Integrations
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Import center

In Belbo you can import data so you don't have to enter it manually.

You can access this area via Settings > Import Center

Read more →

Categories: Switch to Belbo

Appointment import

The appointment import is performed via the menu item "Import Appointments", accessible from the options field of the configuration.

The import process is carried out in two stages: First, you must enter all collected data in "comma-separated" format into the input field. This format can be generated from any common database (Excel, Access, other databases). The first line defines the type of information in the following lines.

Read more →

Categories: Switch to Belbo
Tags: Daten importieren, Importe, Termine importieren

Calendar view

The function serves to provide a clear display of various employee groups. The views are particularly well suited for very large teams or industries in which rooms, beds or equipment are to be blocked.

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Categories: Calendar View & Navigation
Tags: Gruppen, Kalendergruppen, Platz sparen, Ressourcen, Sammelspalte

Strict Product Mode

You can create appointments in your calendar outside working hours or assign services to employees as an exception, even if these are not provided for in the competency settings of your service. This gives you some flexibility when entering appointments, but can also lead to errors in the hustle and bustle of everyday life.

Your calendar can warn you as soon as you enter an appointment that is not correctly entered with regard to the time or competency settings. To do this, you can activate the Strict Product Mode.

You can access this area via Settings > Calendar > Appointment Entry.

Read more →

Categories: Appointment Entry & Management
Tags: Eingabehilfe, Streng, Termineingabe

Gallery

Attention: This function is currently not supported.

The gallery images in Settings/Location Management/Images show the images that appear in the optionally bookable app. Here you can present many aspects of your business and give customers a comprehensive impression.

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Categories: Setup & Settings
Tags: Bilder, Galerie, Standort

Reduce calendar columns

To reduce the calendar view, for example by closing days or absent employees, follow this procedure:

Read more →

Categories: Calendar View & Navigation
Tags: Kalenderdarstellung, Spaltenbreite

Duplicate Customer After Online Registration

In the customer overview, you can see all newly registered and entered customers in the "New Customers" field. You can see new registrations from the start and can remove them directly by clicking the "Delete" button and add the customer to your existing list with their email address. This way you avoid duplicate customers. With a simple OK, the customer is transferred to the master list.

Categories: Setup & Settings
Tags: Kundendaten übernehmen

Customer File

In every customer file you will find all important information about your customer. Here you can invite them to online booking, store information, prohibit online booking for this customer and much more.

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Categories: Customer Management & Records
Tags: Kundeninfo, Kundenkartei

Customer Management

You can access this area by clicking on the main menu item Customers.

In customer management, all your customers are listed. You can see the total number of customers and your customer groups – sorted by new customers and the various customer statuses.
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Categories: Customer Management & Records

Customer Import

You can import customer data that you have in digital form into Belbo, for example if you want to switch to Belbo from another provider.

You can access this area via Settings > Import Center > Customers If this function is not visible, the login you are currently using does not have the necessary permissions.
Read more →
Categories: Switch to Belbo
Tags: Import, Kundenimport

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