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Statistics & Reports

In the Statistics & Reports section, you will find statistics on online bookings, your services and staff utilization, as well as reports on your employees' working hours, which you can download in Excel or as PDF.

You can access this section via Settings > Statistics & Reports

Available Statistics & Reports

New Customers
In the New Customers section, you will see the breakdown of your bookings by new customers/regular customer status.
More information about this statistic can be found here.

Analysis
In the Analysis section, you will see the breakdown of your bookings by gender.
More information about this statistic can be found here.

Booking List
The booking list contains the online bookings and helps you track the latest online appointment bookings. You can jump directly from the list to the calendar or to the corresponding customer file.
More information about this statistic can be found here.

Reports
Available Reports:

  • Staff Utilization
  • Services & Products
  • Appointment Evaluation
  • Projection
  • Customer Loss Analysis
  • Customer Loss with Data
  • Customer Recommendations
  • Work Weeks
  • Work Months
  • Appointment Export
  • Day of Week Evaluation

Message Log
Overview of all messages sent to your customers.
More information about this statistic can be found here.

Read more →

Categories: Revenue & Reports
Tags: Statistiken

Absences

To be able to enter absences in the calendar and in the schedule, you must create them first in the schedule settings.

You can access this area via
Settings > Schedule > Settings > Absences.

Read more →

Categories: Absences & Holidays
Tags: Abwesenheiten, Dienstplan, Dienstplaneinstellungen, Krankheit, Urlaub, Weiterbildung

Create roles

Each employee is assigned a role. This simplifies the configuration of employees and rooms and equipment (more about the importance of the role).

To create a new role for an employee:

Read more →

Categories: Logins
Tags: Mitarbeiter-Rolle, Neue Rolle anlegen, Rollen

Distribute Permissions

Employees can only receive different rights if they have a user login.

Read more →

Categories: Rights
Tags: Mitarbeiter-Rechte, Rechte

Employee lock / unlock

Blocking an employee prevents them from logging into the system or being booked. Appointments and the calendar column remain intact.

You can access this area via Settings > Employee > Rights.

Read more →

Categories: Logins
Tags: Mitarbeiter entsperren, Mitarbeiter sperren

Delete team member

Deleting a team member is only possible if there are no future appointments for this person.

You can access this area via Settings > Staff.

Read more →

Categories: Manage Employees
Tags: Löschung des Mitarbeiters, Mitarbeiter entfernen

Add employee

To create a schedule and display your employees in the calendar, you must first add your employees.

You can access this area via Settings > Employees.
  1. 1
    Use the + Add New Employee button to enter your new employee.
    Dialog window for adding a new employee with fields for gender, display name, role, PIN and online bookable option
  2. 2
    Assign the employee a role using the predefined groups or create a new role (see also: the meaning of the role).
  3. 3
    Decide whether the employee should be available for online booking (you can also select/change these settings later).
  4. 4
    After entering all requested data, complete the entry by clicking "Save".

The newly added employee will now be displayed in the overview, as well as in the calendar and in the schedule.

Read more →

Categories: Manage Employees
Tags: Mitarbeiter hinzufügen

Personal calendar view

It is possible to set up and save a personal calendar view. This means that every time you log in, you have your personal view and, for example, not all but only selected employees, rooms and devices are displayed to you.
Read more →

Categories: Calendar View & Navigation
Tags: Mitarbeiter, persönliche Kalenderansicht

Create new customers without appointments

In the Belbo calendar, a new customer record is created as soon as you save a new customer appointment. If you want to add individual customers without creating an appointment, you can do this in the customer overview.

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

Read more →

Categories: Customer Management & Records
Tags: Kunden, Neukunden

Enter / release holidays

You can display statutory and religious holidays in your Belbo calendar and leave them blank during automatic shift plan transfer if you are generally closed on holidays.
Read more →

Categories: Absences & Holidays
Tags: Feiertage

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