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Tag: Staff

Target Revenue

The target revenue function is a powerful tool for performance improvement and revenue optimization. Through clear visualization in the calendar and automatic calculation of target values, it supports you in sustainably promoting the individual sales performance of your employees.



First, define the desired hourly revenue per employee. Based on the stored working hours, the system automatically calculates the corresponding daily revenue target. In the calendar, both the revenue resulting from scheduled appointments and the defined revenue target are then presented side by side for easy comparison.

Benefits of the Target Revenue Function

  • Increased motivation: Clear, measurable goals promote performance and initiative.

  • Transparency in daily work: Target and actual values are visible directly in the calendar.

  • Easy planning: Automatic calculation of daily targets saves time and reduces sources of error.

  • Promotion of additional sales: Employees are specifically encouraged to offer additional services or products.

  • Real-time performance overview: Progress can be continuously tracked and evaluated.

Best Practice

  • Set realistic but ambitious goals.

  • Check target values regularly and adjust them as needed.

  • Use the calendar's transparency for motivating feedback conversations.

  • Combine the target revenue function with sales promotions or incentives.

Employees, Rooms and Equipment

Your employees and their working hours are the foundation of your calendar. You can only enter appointments or offer online booking to customers if you also add your employees to the calendar.

Employees in the calendar
Your employees are displayed in the calendar:


Employees in online booking
Your employees are displayed to the customer in online booking:


Resources (equipment and rooms)
In fitness studios, cosmetics institutes and many other industries, equipment or rooms are often required that must be blocked in parallel with an appointment. These can also be added to the calendar to prevent double bookings.

Example of a calendar with employees and blocked rooms and equipment:


Articles about employees

Articles about rooms and equipment

Resources are equipment or rooms that are blocked at the same time as specific services to prevent double bookings.

Employee file

In the employee record, you can view and modify all essential data of a team member.

Basic Settings

Settings
In the settings, you can set the image, name, and gender. Additionally, there are further settings:

  • Calendar color: Set the color that the working hours of this team member will have in the calendar
  • Role: Assign an appropriate role to be able to assign the team member to calendar groups or competencies
  • Additional information: Information about this team member that can be displayed to customers in reminder and confirmation emails
  • Scheduled hours and annual leave: Note the contractually agreed times here so you can check them at any time.
  • Hide in calendar: Hides the team members from the calendar without deleting the profile
  • Save personal calendar view: Shows a defined view that can differ from the basic settings. A detailed description can be found here.

Online Booking
Specify here whether the team member can be booked online by customers. Please note that they will remain bookable even if "Online bookable" is disabled, as long as the "Any employee" function is still enabled. A detailed description of this topic can be found here.

Access Restrictions
If you want the team member to only see the current day and the future and not be able to edit past appointments, select "Restrict appointment view to current day and future".
If the team member should only see selected colleagues, restrict the view of the team member. Attention: When you add new team members, they may need to be activated here so that this team member can see them.

PIN Settings
Set the PIN of the team member and the associated rights here. With the PIN, they can identify themselves in the future. More information about the PIN can be found here.

Absences
If you have entered absences for this team member in the shift schedule, you can view them here.

Dashboard
In the dashboard you will find information on total turnover, turnover per working hour, and working time. You can also view turnover details and appointments of this team member. This data can be filtered by date, so you can view any time period.

Delete Team Member
At the top right in the record you will find the "Options" button, where you can delete the team member. In the following steps, you can decide whether you want to really delete the team member's data or only deactivate the person. You can learn more about this in the article Delete Team Member.

Team members can only be deleted if all future appointments have been completely removed from the team member's column.

Create Login

If your team member should receive their own login to log into the calendar from home or a mobile device, for example, set it up under Options » Create Login. Please remember to check the rights for this access under Settings > Employees > Rights after creation. More about creating a new login can be found here.
After you have created your own login, you can change the team member's password at this point.

Name and Display Name

Once you have assigned your team member their own login, you can distinguish between name and display name. The name should be filled in with real data and is not visible to customers (e.g. "Silke Schmidt"). The display name is used in the calendar and online booking and can also be a nickname under which colleagues and customers know the team member (e.g. just "Silke").

Data Protection

Important: Your team members have a right to data protection. Therefore, make sure that you use your team members' data in compliance with regulations. This includes, for example, the use of photos and names on your website or in online booking, which may only be done with explicit consent from the affected team member. It is best to have a consent form signed for this.

    • Images: The photo is shown to colleagues in the calendar and to customers in online booking and serves as an orientation aid. If your team member does not agree to publication, you can replace it with an avatar, for example, a comic image similar to the team member, which you can create for free on the internet.
    • Name: In the profile at Belbo, a distinction is made between name and display name. Even if you assign the correct name in the record, you can choose a different display name that will be shown to customers and colleagues when booking. This could be the first name or a nickname, for example, to protect the team member's full name.

Team Members at Multiple Locations

Once you have assigned your team member their own login, you can add them to additional locations. Your team member can then access both locations with the same login credentials.
In this case, a distinction is also made between locations in the record, and you can make different basic settings for each location.

View Permission

The view permission can only be set by the administrator and determines which employees are displayed to employee xy in the calendar.

To set the view permission:

  1. Click on "Settings" in the navigation bar.
  2. Under the heading "Personnel", select the function: "add, remove or modify desired employees".
  3. Select the desired employee.
  4. An input mask will open where you select "View Permission" on the left.
  5. To edit, check the box "Restrict employee's view to the following employees".
  6. Select which employees should be displayed to the desired employee in their view.
  7. Close the input mask by clicking the X.

When restricting the view permission of an employee, they can only select between employees in their personal calendar view that you allow for their view.

 

Employee Utilization

See the workload of your employees. This is calculated from the entered working hours and the duration of all entered appointments.

You can access this area via Settings > Statistics & Reports

When you call up this statistic, the period of the last seven days is always displayed for all employees. This allows you to see the workload of your entire team for the recent past at a glance.

In the header area of the statistic you will find filters with which you can narrow down the viewing period as well as the displayed employee.

You can find more statistics and reports under Statistics & Reports

Personal Calendar View

It is possible to set up and save a personal calendar view. This means that with each login you will have your personal view and, for example, not all, but only selected employees, rooms and devices will be displayed to you.

Set up personal view

  1. Go to "Calendar" in the navigation bar.
  2. Select the "All" button in the bottom right.
  3. Determine which employees, rooms and devices you want to see in your calendar view.

Save personal view

  1. Click on "Settings" in the navigation bar.
  2. Under the "Personal" heading, select the function: "add, remove or change desired employees".
  3. Select your own employee profile.
  4. Click on "Settings" under the "Profile" section.
  5. Check the box for "save personal calendar view".
  6. Your view will now remain permanently.
  7. Changes are made in the same way.