Tag: Kundenfelder

Color recipes in belbo

In the hair salon, individual color formulas can be created for each customer so that the formulas already used can be looked up even on a later visit by the customer.

You can access this area via Settings >
If this function is not activated, it can be edited via "Settings > Customer Settings".

Create formula field

Step 1: Add your own tab to each customer file

Under Settings > Customer Settings > Tabs you can first create a new tab. This gives each customer file an extra tab, which provides you with plenty of space for all formulas.

Step 2: Add formula field

Under Settings > Customer Settings > Customer Fields you can then create a new customer field with the following properties:

Name: Formulas (or similar)
Type: Color formulas (important!)
Tab in customer file: Formulas (or the name of the tab created in step 1)

The newly created customer field will then open so you can set details. Here you should first enter the individual formula types you offer under "Description". These can then be selected when creating a new formula, so that it is later clear what type of chemical treatment the formula is intended for.

Finally, we recommend that you also adjust the size of the field so that it is displayed in full width within the customer file:

Enter formulas

As soon as a customer has been in your salon and received a color service, the formula can be stored in the customer file:

Print formulas

Print single formula (receipt printer)

Requirement for this type of printing: The Belbo Satellite is installed and the printer connection is correctly activated.

To print a single formula that can then be handed to the employee, open the customer file. You can then select the desired formula in the formulas tab.

Print formula history of a customer (A4)

Print formulas of the day (A4)

To print the formulas of the day, click on the desired date (usually the current day) and select "Print customers". In the dialog that then appears, click on "Print customer details". This gives you a summary of all customer details, which also shows the formulas. You can print this overview for each employee in the morning.
Tip: We recommend avoiding printing on paper and giving your employees the opportunity to access customer data using their phone or tablet.

Card tabs

You can add custom customer fields to each customer file. You can organize these in tabs to make all information clearly arranged in each customer file.

You can access this area via Settings > Advanced Customer File
If this function is not activated, it can be activated via "Settings > Add Function".

Create tabs

Before you can organize individual customer fields into tabs, you must first create the corresponding tabs. Use the +Tab button to create a new tab. Then you can assign the desired tab to each customer field.

Organize customer fields into tabs

To add a customer field to a tab, go to the desired customer field in the "Advanced Customer File" function or create a new customer field using the + Customer Field button.
Here you can select the tab to which the customer field should be assigned. Customer fields that are not assigned to a tab appear on the main page of the customer file.

Customer Fields

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.

Birthday List

This field is exported with the export of the Birthday List.

Contract Overview

This customer field is shown in the Contract Overview.

Customer Inquiry

This field is used in every Customer Inquiry.

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.