Customer fields are additional fields that you can create in every customer card.
By default, "Name", "First Name", "Email Address", "Customer Status" and "Phone" are already present in the customer file. If you want to enter additional data such as "Address", "Birthday" or "Skin Type", you can create any number of customer fields.
You can access this area via
Settings > Customer Settings > Customer Fields.
Edit Customer Fields
To create a customer field, click on +Customer Field in Customer Card Settings > Customer Fields.
Field Properties
Overview
Field Name
Describe here the information you want to collect. The name appears in every customer file.
Example:
If you want to add a field for Birthday, name it "Birthday". For Street and house number, "Street & No." is suitable.
Field Type
Depending on the type of information you want to store, different field types are suitable, which you probably know from the internet and from software applications.
Examples:
Description
For the Checkbox field type:
Enter here the text that should be displayed behind the checkbox box.
For the Select field type:
Enter here the text options that should be available for selection. Separate the lines by line breaks:
Icon for Calendar
Here you can select a symbol image that appears in the calendar,
as soon as you set "Checkbox" as the field type and
activate it in the customer file.
Example application in a sports studio:
You want to see a small symbol at the appointment of every customer who pays for their sports clothes to be washed by you after training. Create the field "Laundry", use "Checkbox" as the field type and set an appropriate icon. When you then activate this field in the customer file, the selected icon appears at the appointment.
Required Field
This field must be filled in for an appointment to be saved.
Customers can only register online if they fill in this field.
Visibility
Tab
If you leave the "Tab" field empty, your customer field will appear on the main page of every customer file. If you click on it and enter a name, you add it to a tab. If a tab with the entered name does not yet exist, a new tab will be created.
New customer field on the main page:
New customer field with tab "Additional Information":
Hide Field
Use this function for data fields that you no longer want to display in the customer file, but do not want to delete completely.
Show in Appointment Details
Your customer field appears in the appointment details (after you click on an appointment). Recommended for data needed during the appointment.
Show in Appointment Entry Form
Your customer field appears in the appointment entry form. Recommended for important data.
Show in Calendar
This field is displayed directly in the appointment.
Cash Register Process
If you use the Belbo cash register system, you can query unfilled data during the cash register process.
Example:
You want to store the birthdays of all customers so you can congratulate your customers on their birthday and thus increase customer loyalty. Unfortunately, many customer files are missing the date of birth. During the cash register process, a popup appears that reminds the employee to ask the customer for their birthday if the field in their file is still empty.
Please only use this function for fields that should be filled in for all customer files.
Online Booking
This field is queried when registering on your online booking page. Recommended for data such as Birthday and Address.
Customer Search Preview
This field is displayed in the result list of the customer search. This is useful for information that helps you select the correct customer.
In the example above, the customer's birthday is also displayed.
This feature was also presented in our News Stream (
see video).
Display
Width and Height in File
Specify how much space the field takes up in the customer file.
Tip: If you use the "Birthday" field type and regularly maintain your customers' birthdays, you can use the Birthday List and automatic birthday greetings.
If you create many customer fields, you can group them using index tabs within a customer file and organize your customer files clearly. More information about index tabs can be found here.
If you want your customers to fill in certain customer or appointment fields when booking online, use the Service Fields.
