Deleting a team member is only possible if there are no future appointments for this person.
Add employee
To create a schedule and display your employees in the calendar, you must first add your employees.
- 1
Use the + Add New Employee button to enter your new employee.
- 2
Assign the employee a role using the predefined groups or create a new role (see also: the meaning of the role).
- 3
Decide whether the employee should be available for online booking (you can also select/change these settings later).
- 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.
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.
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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.
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.
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Appointment Rescheduling
Moving appointments in the Belbo calendar is very simple. Whether you want to move an appointment by a few minutes or several weeks.
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Appointment search
If appointments are changed, moved or deleted from the calendar, you can track when these changes were made in various ways. If you use the Employee PIN function, you can also see which of your employees made these changes.
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Print all appointments of the day
You can print the appointments for the day in a convenient overview. You can give these to your employees when they work in rooms where no internet-capable device is available.
View appointment details
You can view numerous pieces of information about every appointment. Customer name and services are already clearly visible directly in the calendar. By clicking on an appointment, you can find out many more details.
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Opening hours
Opening hours are displayed in your Belbo calendar with diagonal-striped lines and serve you as visual support. This way you can see in the calendar whether at least one employee is on site during your opening hours.
