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Customers›Customer Management & Records

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.

This guide is intended for entering individual customers.
If you want to transfer many existing customers at once to your Belbo calendar, use the customer import.

Create customers

Under the main menu item Customers, you can access the customer overview. Here you can add another customer by clicking on + New Customer.

Customer overview with search field and button to create a new customer

Enter the desired customer data and click Save. The new customer record can now be used in the appointment entry.

Categories: Customer Management & Records
Tags: Kunden, Neukunden

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