Customer questionnaires

With the customer inquiry, you can quickly and easily maintain your customers' master data by having your customers enter or update their own data! You can also request consent for digital data storage here. To do this, you will need a second device (for example, a tablet) that you can hand over to the customer. The customer has access only to their own data and does not have access to your calendar or other customer records.

Customer entering their own data:

Step 1: Create customer fields for the inquiry

First, you can decide which fields your customers should fill out in the customer inquiry. You can do this conveniently on your laptop or desktop computer if you wish.

• Click on "Settings".
• Under the main menu item "Customers", click on "Customer Settings".
• Here in the "Tabs" section, create a new tab, for example "Customer Inquiry".
• Now create in the "Customer Fields" section those customer fields that should be asked in the customer inquiry. Select here under "Tab in customer file". your newly created tab.
• Please note that master data such as name or email address does not need to be created separately, but can be selected separately for the inquiry.
• If you want to create many questions, you can also divide them into multiple tabs.
• Existing tabs can also be included in the customer inquiry without needing to create new tabs.

Step 2: Create customer inquiry

Once you have created all the questions, you can now create the customer inquiry.

• Click on "Settings".
• Click on the "Customer Inquiry" function. If it is not enabled, you can enable it under "Add Function".
• In the "Questionnaires" tab here, click "+Questionnaire" to create a new inquiry.
• Now determine what data you want to request.
• Checkmark for "Request master data": Master data such as first and last name as well as phone numbers and email address are also requested.
• Checkmark for "Digital Storage: Request Consent": The customer receives your information text on digital storage, which you can note here.

Define multiple inquiry types

1. Master data maintenance, data protection inquiry or medical history form? If different questionnaires are desired, you can store them.
2. Now open the customer inquiry function page on your main device and open the "Questionnaires" section.
3. Click on "+ Questionnaire"
4. Enter a name for the new questionnaire. This will then appear as soon as you start a customer inquiry.

Step 3: Activate devices

1. To use this function, you must enable it in the area Settings > Add Function.
2. Now you need to activate your second device. To do this, visit the following website with the second device (e.g. tablet): https://<Your customer domain>.belbo.com/office/display
   Tip: Don't know your customer domain? Just look at your calendar in the address bar. Your personal customer domain is located there before ".belbo.com"

3. Now open the module Settings > Customer Inquiry on your main device and open the "Activate Devices" section.
4. Click on "+ Device"
5. Enter a name for the device (e.g. "Tablet 1"). This could be useful if you want to use multiple tablets or devices for this purpose.
6. Below the name you will find the "Activation Code" field. Enter this code now on the device where you opened the "/office/display" page from step 2.
7. The device is now activated and can be used for the inquiry.

Step 4: Start customer inquiry

1. For data protection reasons, the customer inquiry is always initiated from the main device. Therefore, open your calendar and click on a current appointment for whose customer you want to start the inquiry.
   Why can't I select the customer directly on the second device? The reason is that the customer has the device in their hands. After completing data entry, the customer should not be able to see another inquiry or the names of other customers. A password entry by the employee also poses a risk/burden.

2. In the appointment details, click on Options in the top right and select "Start customer inquiry".
3. The inquiry will then start on the second device.

Customer questionnaires in confirmation and reminder emails

You can link your inquiries in confirmation and reminder emails to ask your customers to complete the questionnaires before their appointment. There are placeholders for the created questionnaires that you can place in the email.

This is especially useful for questionnaires that must be completed by all customers.

How to manually send questionnaires to specific customers is explained here.