News from the Belbo Calendar

12. Juni. 2015 | von Christopher Rudolf

Quality doesn't just mean delivering excellent performance at all times, but also continuously improving and expanding existing functions. Under this motto, we summarize the current changes as usual. We divide these into "New Features", "Improved Features", "Notes" and "Bug Fixes".

New Features

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Additional services for manual appointment entry

Stored additional services are now also offered when entering appointments manually by an employee. This encourages the employee to also offer these to the customer during telephone appointment scheduling. Add-on sales are promoted this way and cannot be forgotten even in hectic situations.

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Reminder time configurable

Appointment reminders were previously always sent 24 hours before the appointment. Now it is possible to set this time period individually during manual appointment booking by the employee. For online booking, the preset time period remains in place.

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Appointment rating in the appointment assistant

Available appointment times can now be color-coded. The reception can immediately see whether an appointment would optimally utilize the assigned employees. The number of employees used in the appointment is visualized through an individual color code. This is especially useful for salons with many assistant staff or different salary levels to plan employee deployment cost-effectively.

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Google Calendar synchronization

The Belbo appointment calendar can now be easily and quickly synchronized with Google Calendar. Appointments, changes and deletions are kept in sync in both directions and no appointments are duplicated. Individual employees can be assigned to specific Google Calendar calendars.

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Appointment entry colors freely selectable

The available color palette for appointment entry has been expanded and can now be customized to your individual company colors or use cases as desired.

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Barcode function for services and products

To ensure a fast checkout process, the products to be charged can be added to the customer receipt by barcode scanning. Eliminating manual entry via mouse or keyboard results in significant time savings in the checkout process.

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Customer-specific employees & times

The preferences stored in the customer file are now automatically considered when assigning appointments. This applies to both manual and online appointment scheduling. Special time and employee preferences can now also be set in the customer file. These can be stored individually for each service. This function is useful, for example, for hairdressing customers who need a longer or shorter application time, or who always want to be treated by a specific assistant.

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Voucher module

Another innovation is the digital voucher module. With this, you can replace your conventionally maintained voucher book. In the customer settings area, you can activate this function. You will then find the voucher module in the main navigation next to the "+Appointment" and Cash register items. There you can create vouchers and enter a voucher value. For each voucher, you can store a voucher value, as well as a comment on what the voucher is purchased for. The system then generates a voucher number that you can use for issuing the voucher.

Improved Features

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PIN mode

Numerous improvements have been introduced in PIN mode. After entering the individual PIN, the employee is recognized by the system and the employee's stored profile is displayed on the screen. This makes it easy to quickly see whether the employee working at the terminal matches the displayed employee. This significantly increases the inhibition threshold for using other people's PINs as well as PIN security for the employee. New is also that in addition to time-dependent logout of the employee, manual logout before the PIN expires is now possible.

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Customer import and synchronization

If you use additional external customer files alongside the Belbo customer file, subsequent synchronization is possible at any time. To uniquely identify the customer, a customer ID can be assigned in addition to the existing customer data. With the help of this ID, errors in synchronization or creation of duplicates are completely avoided when importing the customer file.

Improved shift planning editing

The shift planning area for individual employees and teams has been redesigned and adapted to the normal scheduling interface. With the improvements, daily plans can be copied from one day to the next with the mouse as usual. When entering times, the autocomplete function is also offered.

Mandatory additional services

Additional services can now be defined more strictly so that in the case of desired product combinations, these are also treated strictly. Previously, the customer could always remove services from their appointment cart. Now the customer receives a message if they remove a mandatory additional service.

Strict appointment limit

In case of strict appointment limits, employees are now also warned if the appointment limit has been exceeded.

Notes:

  1. The order of absences can now be changed manually.
  2. All pages in the calendar can now be printed via the print function.
  3. Account and billing settings are now also accessible from the settings page.
  4. Individual services of an online bookable service group can be excluded from online booking.
  5. Online booking notification now also for location email addresses
  6. ICS files can be disabled in the email design settings.
  7. Employee filtering in the calendar now works 100% faster due to a bug fix.
  8. Opening the working hours window for individual employees on a single day now loads approximately 300% faster due to restructuring.
  9. When searching for customers, it is visualized whether a search is running. Additionally, no results are displayed for outdated results processed faster by the system.
  10. The PayPal settings for online booking have been optimized and simplified.
  11. The appointment entry options have been reorganized into "General", "Time Settings", "Appointment Rating", "Required Fields", "Colors" to increase clarity and findability.
  12. The course booking interface has been redesigned and made responsive.
  13. Appointments are now only exportable individually for each calendar month.
  14. Online booking time settings are now location-specific rather than account-specific.
  15. The customer status icon is now also displayed in the customer selection.
  16. The free text function for customers in online booking can now be disabled.
  17. There is now a search field in the service list for quickly finding services.
  18. Working time and appointment exports have been expanded and improved.

Bug Fixes

  1. A bug that caused week templates to be deleted when attempting to remove an employee from the template has been fixed.
  2. Events and absences in shift plan templates can now contain any special characters.
  3. Working times, events and breaks in shift plan templates no longer require strict date format, but valid error messages are now displayed.
  4. The calendar filter for "All Employees" now works as expected.
  5. Marketing functions no longer break with invalid email addresses or phone numbers in imported customer files.
  6. A permission issue in the shift plan has been fixed that allowed unauthorized employees to edit shift templates.
  7. Prioritization problems have been resolved that occasionally occurred with complex service configuration.
  8. When scheduling appointments in the calendar, conflict resolution has been improved so that the best possible combination is used by default.

Interested?

Get in touch with us if you have any questions or would like to take a closer look at Belbo.

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