Promo materials Altegio features The benefits of Altegio Online Booking What is business automation for?
Initial location settings General information – Location settings Business information – Contact details Company description Company photo Company details
Services Setting Service Prices for Employees Adding categories and services Configuring and editing service categories Configuring and editing services How to add a list of services using Excel Assigning staff to services
Staff Work schedule (new interface) Staff members list management Adding staff and Information Additional employee information Employee settings Configuring staff member’s services
Resources Resources Creating and configuring resources Assigning resources to services Selecting a resource when making an appointment
How to work with the Appointment Calendar Quick bar Client search in the Appointment Calendar Client’s surname and middle name Appointment Calendar settings Calendar Size Working with the Appointment Calendar
Group booking Configuring events (group booking) Making bookings for online classes Events Schedule Visit Schedule for Group Events
Working with Client Database Client Database Creating a new client Information in Client’s card Uploading a list of clients from Excel Client Database filters Client’s balance
Users User roles Users list management (old interface) Configuring user access rights (old inteface) Setting up user notifications (employee/administrator) Securing your data in Altegio
User access rights Setting Up Access to the Service (New Interface) User roles Appointment Calendar access rights Booking window access rights Finance access rights Inventory access rights
Inventory Inventory. General information Creating and configuring a new storage Storages management Wholesale cost of products in storage Configuring automatic writing off of products Bills of materials
Working with products Products. Initial configuration Creating and configuring a new category of products Creating and configuring a new product Adding a list of products using Excel Quick control Printing of price tags
Inventory operations Types of inventory operations Products arrival Products sales using an inventory operation Products write-off using an inventory operation Products relocation between storages
Inventory reports Inventory reports Inventory balance Product orders Inventory operations report Sales analysis Analysis of consumable materials
Payroll Payroll module How to configure calculation rules? Creating new calculation rule How to set calculation criteria? Creating new calculation criteria How to set a calculation chart?
Calculation and accrual Settlements Priority payments Daily calculation Calculation for a time period Rewards and penalties
Working with accounts and cash registers Accounts and cash registers Creating and configuring new cash register Transfer of funds from one cash register to another New transaction Items of expenditures/income (payment articles) Creating new item of payment
Working with suppliers and partners Suppliers and Partners: information and editing Creating and configuring suppliers and partners Viewing supplier and partner transactions Adding a list of suppliers from Excel
Financial reports Guide to Setting Up Commission Fees for Card Payments in Altegio Daily financial data Financial documents Financial operations report Daily report Financial P&L report
Notifications New WhatsApp Notification Pricing and Template Options Notification Center in Altegio Client appointment confirmation request Follow-up invitation for no-show clients to schedule a new visit Confirmation of client’s phone number in the online booking widget How to connect to an SMS provider
New online booking widget New Multi-Event Booking Feature in Altegio Configuring available time slots for online booking in the new interface Customizing the new online booking widget Description of events for analytics Setting the integration with Google Analytics How to set up Client ID transfer
Online booking settings Online booking with membership Online booking setup and options Setting online booking Online booking widgets Creating an online widget for the chain Personal account in Online booking widget
Setting up online booking on partner sites Online Booking with Altegio on Yandex Maps Altegio Online booking on Google Maps Online booking with Altegio on 2GIS maps.
Adding an online booking to website How to add an online booking to your website Adding an online booking button to your website (button from Altegio) Adding an online booking button to your website (customized button) Adding several online booking widgets to one page Adding an online booking form inside one of the website pages Separate online booking forms for each employee or service
Adding online booking to popular CMS Adding an online booking to Google Sites Adding an online booking to CMS WIX Adding an online booking to CMS WordPress Adding an online booking to CMS Joomla Adding an online booking widget to TILDA Adding a customized online booking button to Tilda
Online booking analytics Online booking analytics Analytics setup for Facebook Pixel within Altegio widget
Loyalty programs Discount loyalty program Bonus loyalty program Referral program Discount for online booking: automatic application of promotion Creating and editing promotions
Loyalty cards Gift card types Card types Loyalty cards Issuing loyalty cards to clients Loyalty cards transactions Paying for the appointment using loyalty cards and promotions
Gift cards Gift card types Sale of gift cards Paying for products and services with gift card Report on gift cards
Memberships Creating a New Membership Type and Enabling Auto-Renewal Membership types Memberships sale Payment for services with membership Memberships import Report on memberships
Chain inventory Creating and setting chain products Working with inventory in chain Products archivation in chain
Chain analytics What tasks are solved by chain analytics and the client database? Basic metrics in chain analytic Services chain report Staff chain report
Analytics reports Promotions report Implementation of a plan Basic metrics Customer Retention Customer retention and Returning customers Occupancy
Analytics settings Setting the customer loss period How does customer retention rate differ from repeated visits?
Location overview Overview > Summary Overview > Bookings Overview > Events Overview > Reviews Overview > Messages Overview > Calls
Pricing Starting October 14, 2024 we are changing prices for Altegio subscription in Turkie Starting August 1, 2024, the currency and pricing plans for the UAE will change Preparing for Changes in Altegio’s Working Conditions Updates to Altegio Service Terms FAQ: Changes to Plan Conditions as of March 15th From March 15th, we will be updating the terms of our plans
Employee mobile app Administrator’s Personal Statistics in the Altegio Mobile App Managing group events in the mobile application Employee mobile app Setting services in the mobile app Setting employees in the mobile app How to grant each employee access to their bookings in the mobile app
Client mobile app Altegio Mobile app global Requirements for mobile app development Creating an Apple App Store developer account Setting up an individual entrepreneur account Creating a company/organization account Online Sale of Memberships and Gift Cards in Aunio
Promotion Yandex Business Advertising Subscription (Kazakhstan) Promo code for launching an ad campaign via Yandex Business
Loyalty (Integrations) Promotional section within Online Booking Widget Digital cards from LoyalCards Digital cards from LoyalCards Boomerangme electronic cards
Integration with IP telephony providers Implementing the Integration of Altegio with Kompaas IP Telephony
Chat bots Altegio & Chategy Connect ( SMS, WhatsApp & Telegram) Altegio & Fromni. Chatbot (WhatsApp, Telegram,Instagram, Facebook and others) Altegio & ChatApp (WhatsApp/ Telegram/ Viber/Social networks) Altegio & Salon Chat-bot / Flowsell (Whatsapp/Telegram ) Altegio and Wahelp integration (WhatsApp, Instagram, Telegram bots) Integration of Altegio and Fromni (sms notifications)
SMS-provider integration Setting Up WhatsApp Business with Altegio: Embedded Signup and Messaging Channels Altegio & Lanck Telecom (Global sms) Altegio & InterConnect Solutions (SMS) Altegio и L-SIM Altegio & Apifonica SMS Altegio and SMS.to
Placement in the Altegio Marketplace Step-by-step guide to placement in the marketplace Connecting the integration via the marketplace Working with subscription payments in the marketplace Disabling the integration through the Altegio marketplace How an SMS aggregator can connect with the Altegio Marketplace Filling in information about the application
Documentation Transferring user data when connecting the integration How to set up registration via iframe How to set up an integration connection across multiple branches Application link generation