Mobile app integration with WhatsApp

You can go to WhatsApp chat with your client from the Altegio mobile app.

NB! To go to a chat with a client, the user must have the following access rights: Booking window - Access to the client’ data (to go from the booking window), Client database - Show phone numbers and email in customer list (to go from the client database), Client database - Show the phone number in the client’s card (to go from client card).

Sending

You can go to a chat with a client from three sections:

  • From the customer list in the client database
  • From the booking window
  • From the client's card

To go from the client database:

1. In the mobile app go to the main menu, using the upper left sidebar with three stripes IMG_6016.jpg

2. Open the Clients section.

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3. Click the menu (three dots) next to the name of the selected client or in the client card and select Write in WhatsApp.

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4. To go from the booking window:

  1. Go to the Schedule at the bottom.
  2. Click the booking you need.
  3. In the booking window click the WhatsApp logo button on the right of the client's name.

After clicking, a chat with a client in WhatsApp will be opened and you can start a conversation.

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