Altegio settings
Initial location settings
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
- Client search in the Appointment Calendar
- Client's surname and patronymic (middle name)
- Appointment Calendar settings
- Calendar Size
- Working with the Appointment Calendar
- Working with appointments
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
- 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?
- Balance top-up
- Setting up notifications
Types of notifications
- Notification about booking changes
- 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
Cashless payment
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]