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Tag: Customers

Top Customers

The "Top Customers" module provides you with a clear overview of your customers along with essential data such as total revenue, service revenue or product revenue.

You can access this area via Settings > Top Customers
If this function is not enabled, it can be activated via "Settings > Add Function".

Read more →

Categories: Overview
Tags: Kunden, Umsatz, Umsatzstark

Online vouchers / discounts

You can set up voucher codes yourself, which your customers can then use to redeem in the online booking. For example, you can launch seasonal promotions and advertise them with marketing measures.

You can access this area via Settings > Vouchers > Discounts
If this function is not activated, it can be activated via "Add function".

Read more →

Categories: Vouchers
Tags: Gutschein-Code, Gutscheine, Kunden, Online-Gutscheine, Rabatt

Message Log

Here you have an overview of the SMS and email messages sent to your customers.
You can also see which messages were delivered or not.

You can access this area via Settings > Statistics & Reports

Read more →

Categories: Customer Communication (Email, SMS)
Tags: Kunden, Kundennachrichten

Customer Status

You can assign each customer a customer status to distinguish your customers in the calendar or to tailor marketing measures to specific customer groups.

You can access this area via
Settings > Customers > Customer Settings > Customer Status.

Read more →

Categories: Customer Management & Records
Tags: Kunden, Kundenstatus

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

Create new customer during appointment entry

Go to the calendar, left-click for the new appointment and enter the customer data completely. After saving the appointment, the customer is automatically added to the customer overview in alphabetical order.
Read more →

Categories: Appointment Entry & Management
Tags: Kunden, Kunden anlegen, Termineing

Customer Database

Use the customer database to view or look up your customers' data.

Read more →

Categories: Customer Management & Records
Tags: Kunden, Kundendatei, Kundendaten
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