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  • Overview
    • Getting to know Belbo
    • Location Settings
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    • Calendar View & Navigation
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Reduce calendar columns

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

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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.
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Categories: Switch to Belbo
Tags: Import, Kundenimport

Send Round SMS

Sending a bulk SMS (to all your customers or many at the same time) costs 10 cents per SMS sent.

Go to the Marketing functions (right next to Customers) and select "Create Campaign". Here you can first enter an internal name and must select the type "Bulk SMS".

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Categories: Campaigns (Newsletter & SMS)
Tags: Massen-SMS

New Customers

To save that this is a new customer, simply click the New Customer Appointment field during the appointment entry. A small "New" indicator will then appear above the name in the calendar, and you'll know at the first appointment that you might want to introduce yourself a bit more thoroughly. Read more →

Categories: Appointment Entry & Management
Tags: anderer Nutzer, eigener Zugang, Login

Print individual appointment

You can print the appointments of your customers with the bond printer to give them to your customers as a reminder. This is especially useful for customers who have neither an email address nor a mobile phone number and therefore cannot receive email and SMS reminders.

You can access this area via Click on an appointment > Print.

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Categories: Appointment Entry & Management
Tags: aus Versehen gelöscht, was gemacht

Protocol

The protocol allows you to track what has been done in your calendar recently. This includes, for example, appointment saves, changes, and deletions.

You can access this area in the header of your calendar.
If this function is not enabled, it can be activated via "Settings > Add function".

Read more →

Categories: General Settings
Tags: Anzahl, Terminanzahl, Terminbuchen, Zukunft

Cancellation of Appointments

If you wish, you can allow your customers to cancel appointments independently.
Read more →

Categories: Appointment Entry & Management
Tags: Rhythmus, Termin buchen, Zeiteinstellung

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