belbo
  • Overview
    • Getting to know Belbo
    • Location Settings
    • Switch to Belbo
    • Calendar View & Navigation
    • Recurring Appointments & Courses
    • Appointment Entry & Management
    • Logins & Permissions
    • Multiple Locations & Head Office
    • Manage Employees
    • Absences & Holidays
    • General
    • Working Hours
    • Time Tracking
    • Data Protection (GDPR)
    • Customer Communication (Email, SMS)
    • Customer Management & Records
    • Bonus & Loyalty Programs
    • Campaigns (Newsletter & SMS)
    • Marketing Consents (GDPR)
    • Tracking & Analytics
    • Overview
    • Services & Prices
    • Products
    • Service Packages & Subscriptions
    • Vouchers
    • Purchasing & Suppliers
    • Stock & Inventory
    • Scanning & Sales
    • Cost of goods & expenses
    • Design & Texts
    • Setup & Settings
    • Integration (Website, Google, Instagram, Facebook)
    • Online payment
    • Accounting & Exports
    • Cash Register Settings & Hardware
    • Checkout process
    • Daily Closing & Reports
    • TSE & Cash Register Anti-Tampering Ordinance
    • Export Overview
    • Employee Utilization
    • Revenue & Reports
    • Belbo Satellite
    • Printer
    • EC Terminal & Card Payment
    • Troubleshooting Hardware
    • Scanner & POS Devices
    • General Settings
    • API & Integrations
    • Notifications & Emails
    • Contracts & Legal
Skip to content

Appointment Assistant

The appointment assistant makes it easier for you to find available appointments. This is especially suitable for large teams, fully booked businesses, and companies with complex services.

Creating an appointment with the appointment assistant

You can open the appointment assistant using the "+ Appointment" button in the top right of the calendar.

Enter the customer data.
If this is a new customer or if you select the "Services" tab, you can enter the desired services.

If this is a regular customer, the assistant will first show you the history with the customer's previous appointments and the services booked for each. By clicking Book again, the services and desired employee are taken over and you go directly to time selection.

Here you have an overview of all available appointments and can select a suggested time.

Create a regular customer appointment with the appointment assistant

Create a new customer appointment with the appointment assistant

In the calendar settings, you can specify which colors are used for the appointment rating. You can also set whether customer data or the time should be requested first.
Categories: Appointment Entry & Management
Tags: Terminassistent
This manual is a service by belbo. Legal notice