Altegio General materials
Promo materials
Sign in and get started
Altegio settings
Initial location settings
Services
Staff
- Staff members list management
- Adding staff and Information
- Additional employee information
- Employee settings
- Configuring staff member's services
- Work schedule
Resources
How to work with the Appointment Calendar
- Appointment Calendar settings
- Working with the Appointment Calendar
- Working with appointments
- Appointment status
- Rescheduling appointments
- Appointment details tab features
Group booking
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 access rights
- User roles
- Appointment Calendar access rights
- Booking window access rights
- Finance access rights
- Inventory access rights
- Settings 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
Inventory operations
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
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
Financial reports
- Daily financial data
- Financial documents
- Financial operations report
- Daily report
- Financial P&L report
- Financial report for the period
Notifications
- How to connect to an SMS provider to save money on SMS?
- Balance top-up
- Setting up notifications
- How PUSH and SMS notifications are sent to clients
- What kind of SMS notifications are there? How can they be customized?
- Sent messages history
Types of notifications
- Types of notifications and configuration of templates
- Mass mailing clients
- Creating a booking via online booking widget
- Creating a booking via Appointment Calendar
- Confirmation of a customer booking made via online booking widget
- Delete a booking made via online booking widget
Cashless payment
Online sales
Deleting Location
Onboarding Altegio
- Onboarding: first settings to start working in the Appointment calendar
- Onboarding: setting group events
- Onboarding: configuring resources
- Onboarding: setting and adding online booking
- Onboarding: inventory [settings]
- Onboarding: inventory [working with products]
Online booking
New online booking widget
Online booking settings
- Setting online booking
- Online booking widgets
- Creating an online widget for the chain
- Personal account in Online booking widget
- What is the display and search interval of slots in the online booking widget?
- Booking steps settings
Setting up online booking on partner sites
Online booking with social media
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
- Online booking setup and options
- Adding an online booking to Weblium
- 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
Online booking analytics
Additional articles
Loyalty
Loyalty programs
Loyalty cards
Gift cards
Memberships
- Membership types
- Memberships sale
- Payment for services with membership
- Memberships import
- Report on memberships
- Freezing memberships
Electronic loyalty cards
Altegio settings for chains
Main chain settings
Chain services
Chain staff
Chain users
Chain client database
Chain inventory
Chain analytics
Setting IP telephony integration in chain
Analytics
Analytics reports
- Promotions report
- Implementation of a plan
- Basic metrics
- Customer Retention
- Customer retention and Returning customers
- Occupancy
Analytics settings
Location overview
- Overview > Summary
- Overview > Bookings
- Overview > Events
- Overview > Reviews
- Overview > Messages
- Overview > Calls
Personal account
User's personal account
Pricing Information
Pricing
Mobile applications
Employee mobile app
- 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
- Setting online booking in the mobile app
- Setting the work schedule of employees
Client mobile app
Integrations
Chat bots
SMS-provider integration
Integrating with Power BI
Integration Marketplace
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