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Create new customer without appointments

In the Belbo calendar, a new customer file 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 will access the customer overview. Here you can add another customer by clicking on + New Customer.

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

Categories: Customer Management & Records
Tags: Kunden, Neukunden
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