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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

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.
Read more →

Categories: Appointment Entry & Management
Tags: Termin verschieben

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.
Read more →

Categories: Appointment Entry & Management
Tags: Termin gelöscht, Termin verändert, Termin verschwunden

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.

You can access this area via clicking on a date in the calendar > print appointments.

Read more →

Categories: Appointment Entry & Management
Tags: Termin drucken, Termine drucken

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.
Read more →

Categories: Appointment Entry & Management
Tags: drucken, Termindetails, Terminhistorie

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.

Your customers cannot automatically book during opening hours. The basis for online booking is always the working hours entered for your employees.
If you create working hours that fall outside your opening hours, your customers can also book outside your opening hours.

Read more →

Categories: Location Settings
Tags: Öffnungszeiten

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