Altegio General materials
Promo materials
Sign in and get started
Altegio settings
Initial location settings
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
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
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
- 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
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
- 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 to save money on SMS?
Types of notifications
- Notification about booking changes
- Types of notifications and configuring their 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
Cashless payment
- MonoBank And LiqPay: The Easiest Ways to Accept Payments for Services Online
- Online Payment Settings in Altegio
- Seamless Online Payments with VivaWallet and Altegio Integration
- Prepayment in the online booking widget
- Stripe online payment
- Configuring online payment in Altegio
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]
Medical records
Online booking
New online booking widget
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 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 analytics
Additional articles
Loyalty
Loyalty programs
Loyalty cards
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
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
- 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
- From March 15th, we will be updating the terms of our plans
- Starting July 1, we are changing the conditions and prices for Altegio's subscription
Mobile applications
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
- Aunio mobile application for clients and business owners
Integrations
Promotion
CRM integrations
Loyalty
Integration with IP telephony providers
Chat bots
- Altegio & Chategy ( 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 Message.Help (WhatsApp, Instagram, Telegram, Viber bots, Sms)
- Altegio & Integrilla (Telegram + WhatsApp + SMS)
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