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Tag: Kundenstatus

Online booking for different customer groups

If you wish, you can create different online booking processes for various customer groups.

Use case example:
If you want to offer your regular customers different prices and services than your new customers, you can create different booking processes for both customer groups. When a new customer logs in, she will only see the prices and services intended for new customers.

Prerequisite for creating different booking processes

You can create a separate booking process for each customer status. Here you will learn how to create a customer status and how to assign this status to a customer.

Creating a specific booking process

Via Settings > Online Booking you can access the online booking settings

Short video on creating a customer status-specific booking process:

Before you create a booking process as described in our guide, you can select a customer status.

Block online booking for specific customer groups

In each customer file you have the option to block individual customers from booking. However, if you wish, you can also exclude all customers of a specific customer status from booking.

Use case example:
You decide to permanently exclude all unreliable customers from online booking to avoid appointment cancellations. Assign all these customers a special customer status and edit the status. This way you don't have to block all customers in this group individually.

Short video on blocking online booking for a customer status:

Note: Please note that your customers have the right under the General Data Protection Regulation to request all data that is stored about them. This also includes their own customer status.

Further articles on the topic of online booking:

Customer Status

You can assign a customer status to each of your customers in order 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.

Every customer always has exactly one customer status. If you have the need to assign multiple customer statuses, we recommend the use of an additional customer field.

Create or edit customer status

Click on "+ New Customer Status" under Settings > Customer Settings to create a new status.

Properties of the customer status

You can assign certain properties to each customer status, which will then be automatically transferred to all customers with this status.

  • Label: The name of the customer status, e.g. "Regular Customer", "New Customer", etc.
  • Symbol: A symbol that automatically appears at each appointment, so the status is recognizable at a glance in the calendar.
  • New customers automatically receive this status: The initial status that is automatically assigned to new customers when they are either entered into the calendar by an employee or book online.
  • Customers can book appointments and courses online: Customers can book appointments online.
  • Customers must always pay online: Customers with this customer status must always pay for their appointments online before they can book. Suitable for unreliable customers or new customers. Attention: Only possible if online payment is activated and correctly configured! Costs may be incurred with third-party providers.
  • Marketing approval: According to GDPR, you may only contact customers by newsletter if they have explicitly permitted you to do so. If you maintain this permission outside of Belbo (for example, contractually), you can activate this option so that all customers with this status are automatically included in newsletters even if no marketing approval is set in the customer record in Belbo. Customers who explicitly object to receiving communications will no longer be contacted. Attention: You are responsible for the legally compliant sending of your marketing emails. Violation of GDPR can result in severe penalties!
  • Employee change: If you have customer groups that should preferably be served by certain employees, you can specify this. If an appointment in the calendar is moved to another employee, a corresponding warning will appear.
  • Max. Appointments: Specify that customers with this status may only receive a limited number of appointments for a certain period of time. Suitable, for example, for fitness studios where members with special contracts may only train a maximum of 2 times per week.
  • Color: Set the color of this status to immediately recognize the status in the customer selection in the calendar. Suitable, for example, for blocked customers.

Assign customer status to a customer

Once you have saved the status, it can be selected in each customer record:

Examples of customer status in the calendar

Customer status and marketing measures

If you want to send your customers, for example, holiday greetings and a discount voucher, you can do this using online vouchers and marketing functions. However, if only regular customers should receive this greeting, you can filter your newsletter only for this specific customer status.

Note: Please be aware that according to the General Data Protection Regulation, your customers have the right to request all data stored about them. This also includes their own customer status.

Custom booking process for specific customer groups

You can specify that customers with a certain status may only book a selection of your services. The prerequisite for this is that you link the online booking in such a way that customers must first log in or register before they see the selection of services.

Learn more about customer status-specific booking.

Block booking for new customers with certain employees

If you want to prevent a specific employee from being booked by new customers, you can specify this here. Learn more about blocking new customers for certain employees here.