Altegio General materials Promo materials Altegio featuresThe benefits of Altegio Online BookingWhat is business automation for? Sign in and get started Authorization in AltegioStarting the work in Altegio
Altegio settings Calculation and accrual SettlementsPriority paymentsDaily calculationCalculation for a time periodRewards and penalties Cashless payment MonoBank And LiqPay: The Easiest Ways to Accept Payments for Services OnlineOnline Payment Settings in AltegioSeamless Online Payments with VivaWallet and Altegio IntegrationPrepayment in the online booking widgetStripe online paymentConfiguring online payment in AltegioPaying for Visits and Products via Links Deleting Location How to delete your location in Altegio Financial reports Guide to Setting Up Commission Fees for Card Payments in AltegioDaily financial dataFinancial documentsFinancial operations reportDaily reportFinancial P&L reportFinancial report for the periodUploading financial operations from Excel Group booking Configuring events (group booking)Making bookings for online classesEvents ScheduleVisit Schedule for Group Events How to work with the Appointment Calendar Quick barClient search in the Appointment CalendarClient’s surname and middle nameAppointment Calendar settingsCalendar SizeWorking with the Appointment CalendarWorking with appointmentsAppointment statusRescheduling appointmentsAppointment details tab featuresStatus tab featuresCheckout tab featuresRepeat (Schedule) tab featuresNotifications and Change log tabs featuresConsumables used tab featuresCategories for bookings and eventsBooking appointments for visitors (using the same phone number)Additional fields Initial location settings General information – Location settingsBusiness information – Contact detailsCompany descriptionCompany photoCompany details Inventory Inventory. General informationCreating and configuring a new storageStorages managementWholesale cost of products in storageConfiguring automatic writing off of productsBills of materialsCreating and configuring a new bill of materialsStock-takingBarcode scanners Inventory operations Types of inventory operationsProducts arrivalProducts sales using an inventory operationProducts write-off using an inventory operationProducts relocation between storages Inventory reports Inventory reportsInventory balanceProduct ordersInventory operations reportSales analysisAnalysis of consumable materialsTurnover analysisAnalysis of write-offs Medical records Treatment PlanMedical card Notifications New WhatsApp Notification Pricing and Template OptionsNotification Center in AltegioClient appointment confirmation requestFollow-up invitation for no-show clients to schedule a new visitConfirmation of client’s phone number in the online booking widgetHow to connect to an SMS provider to save money on SMS?Balance top-upSetting up notificationsHow PUSH and SMS notifications are sent to clientsSMS notifications and their customizationSent messages historyTurn off SMS notification when an administrator creates a bookingWebHook configuration Onboarding Altegio Onboarding: first settings to start working in the Appointment CalendarOnboarding: setting group eventsOnboarding: configuring resourcesOnboarding: setting and adding online bookingOnboarding: inventory [settings]Onboarding: inventory [working with products]Onboarding: financial accounting and payrollOnboarding: loyalty programOnboarding: memberships, gift cards and customer accounts (deposits). Online sales widgetOnboarding: gift cards and customer accounts [setting and using]Onboarding: memberships [setting and using]Onboarding: Stripe and online payment for services [connection and configuration]Onboarding: Stripe and online sales widget [connection and configuration]Onboarding: configuring user rights and user accessOnboarding: configuring notifications through SMS provider and chatbotsOnboarding: settings via the mobile appOnboarding: working with the mobile app Online sales Processing online orders without integrating an online payment serviceOnline sales of memberships and gift cards Payroll Payroll moduleHow to configure calculation rules?Creating new calculation ruleHow to set calculation criteria?Creating new calculation criteriaHow to set a calculation chart?Creating new calculation chart Resources ResourcesCreating and configuring resourcesAssigning resources to servicesSelecting a resource when making an appointment Services Setting Service Prices for EmployeesSzolgáltatások feltöltése Excel-bőlAdding categories and servicesConfiguring and editing service categoriesConfiguring and editing servicesHow to add a list of services using ExcelAssigning staff to servicesTranslating service categories and services into other languages Staff Work schedule (new interface)Staff members list managementAdding staff and InformationAdditional employee informationEmployee settingsConfiguring staff member’s servicesWork scheduleWork schedule (Staff)Editing employee’s work schedule in the Appointment CalendarConnecting staff member’s Google CalendarPositions of staff members Types of notifications Notification about booking changesTypes of notifications and configuring their templatesMass mailing clientsCreating a booking via online booking widgetCreating a booking via Appointment CalendarConfirmation of a customer booking made via online booking widgetDelete a booking made via online booking widgetUpcoming visitRequest a review after the visit booked via online booking widget/Appointment CalendarInvitation for upcoming visitSend Happy Birthday greetingsNew discount Discount expiration dateSuccessful online payment confirmationCreating a booking via online booking widget/Appointment Calendar for administratorReschedule a booking made via online widgetDelete a booking via online Booking Widget for administratorImminent end of work scheduleCreating a customer booking via online booking widget/creating a booking via Appointment calendar by administrator for employeeBooking rescheduled by the client or administratorDelete a booking by a customer or administratorSubscription expiration User access rights Setting Up Access to the Service (New Interface)User rolesAppointment Calendar access rightsBooking window access rightsFinance access rightsInventory access rightsSettings access rightsClient Database access rightsOverview access rightsLoyalty and online booking access rightsBilling, Analytics, and SMS mailings access rights Users User rolesUser rolesUsers list management (old interface)Configuring user access rightsSetting up user notifications (employee/administrator)Securing your data in Altegio Working with accounts and cash registers Accounts and cash registersCreating and configuring new cash registerTransfer of funds from one cash register to anotherNew transactionItems of expenditures/income (payment articles)Creating new item of paymentAcquiring feeSetting non-fiscal receipt Working with Client Database Client DatabaseCreating a new clientInformation in Client’s cardUploading a list of clients from ExcelClient Database filtersClient’s balanceClient categories Working with products Products. Initial configurationCreating and configuring a new category of productsCreating and configuring a new productAdding a list of products using ExcelQuick controlPrinting of price tags Working with suppliers and partners Suppliers and Partners: information and editingCreating and configuring suppliers and partnersViewing supplier and partner transactionsAdding a list of suppliers from Excel
Altegio settings for chains Chain analytics What tasks are solved by chain analytics and the client database?Basic metrics in chain analyticServices chain reportStaff chain report Chain client database Chain client databaseCustomer chain cardDeposit accounts Chain inventory Creating and setting chain productsWorking with inventory in chainProducts archivation in chain Chain services Setting chain servicesMigration and combination of chain services Subdivisions Chain staff Setting chain staffMerge into chain and chain staff unification Setting chain positions Chain users Setting chain users Main chain settings Main chain settings Setting IP telephony integration in chain Setting IP telephony in chain
Analytics Analytics reports Promotions reportImplementation of a planBasic metricsCustomer RetentionCustomer retention and Returning customersOccupancyBy staff reportBy employees in dynamicsBy services reportClients report Analytics settings Setting the customer loss periodHow does customer retention rate differ from repeated visits? Location overview Overview > SummaryOverview > BookingsOverview > EventsOverview > ReviewsOverview > MessagesOverview > CallsOverview > Data logOverview > Changelog
Integration Marketplace Documentation Transferring user data when connecting the integrationHow to set up registration via iframeHow to set up an integration connection across multiple branchesApplication link generation Placement in the Altegio Marketplace Step-by-step guide to placement in the marketplaceConnecting the integration via the marketplaceWorking with subscription payments in the marketplaceDisabling the integration through the Altegio marketplaceHow an SMS aggregator can connect with the Altegio MarketplaceFilling in information about the applicationMonetizationAccess to the APIHow to continue using your integration after hiding the WebHook sectionApplication costsApplication moderation
Integrations Chat bots Altegio & Chategy ( SMS, WhatsApp & Telegram)Altegio & Fromni. Chatbot (WhatsApp, Telegram,Instagram, Facebook and others)Altegio & ChatApp (WhatsApp/ Telegram/ Viber/Social networks)Интеграция Altegio и ChatAppAltegio & Salon Chat-bot / Flowsell (Whatsapp/Telegram )Altegio and Wahelp integration (WhatsApp, Instagram, Telegram bots)Integration of Altegio and Fromni (sms notifications)Revvy — Notifications and Reviews on Maps via WhatsAppAltegio and Message.Help (WhatsApp, Instagram, Telegram, Viber bots, Sms)Altegio & Integrilla (Telegram + WhatsApp + SMS) CRM integrations Kommo and Altegio integration from Rubikon Integrating with Power BI Altegio and Smart-Metrika: Business Intelligence in Microsoft Power BI Integration with IP telephony providers Implementing the Integration of Altegio with Kompaas IP TelephonyUntitled Promotion Yandex Business Advertising Subscription ( Kazakhstan) SMS-provider integration Setting Up WhatsApp Business with Altegio: Embedded Signup and Messaging ChannelsAltegio & Lanck Telecom (Global sms)Altegio & InterConnect Solutions (SMS)Altegio и L-SIMAltegio & Apifonica SMSAltegio and SMS.toAltegio and INTEL TELECOM (sms, Viber, email)Работа с провайдером SMS ГородAltegio and Fromni (sms notifications)Altegio & MESSAGGIO.COM (SMS, Viber, and WhatsApp messages)
Loyalty Smart Loyalty Cards & Marketing in Apple/Google Wallet BondUs Promotional section within Online Booking Widget Digital cards from LoyalCards LOYAL CARDS Boomerangme electronic cards Electronic loyalty cards Digital cards from LoyalCardsBoomerangme electronic cards Gift cards Gift card typesSale of gift cardsPaying for products and services with gift cardReport on gift cards Loyalty cards Card typesLoyalty cardsIssuing loyalty cards to clientsLoyalty cards transactionsPaying for the appointment using loyalty cards and promotions Loyalty programs Understanding the “Promo Codes” featureDiscount loyalty programBonus loyalty programReferral programDiscount for online booking: automatic application of promotionCreating and editing promotions Memberships Creating a New Membership Type and Enabling Auto-RenewalMembership typesMemberships salePayment for services with membershipMemberships importReport on membershipsFreezing membershipsMembership notificationsAutomatic debiting from subscriptionAutomatic activation of membershipArchiving membership types in chain
Mobile applications Client mobile app Altegio Mobile app globalRequirements for mobile app developmentCreating an Apple App Store developer accountSetting up an individual entrepreneur accountCreating a company/organization accountAunio mobile application for clients and business ownersOnline Sale of Memberships and Gift Cards in AunioDisplaying Loyalty Payment and Purchased Products in Aunio BookingsPlacing Promotions (Stories) in AunioHow to Disable Cashback Display in AunioDisplaying Cashback in the Aunio App Employee mobile app Administrator’s Personal Statistics in the Altegio Mobile AppManaging group events in the mobile applicationEmployee mobile appSetting services in the mobile appSetting employees in the mobile appHow to grant each employee access to their bookings in the mobile appSetting online booking in the mobile appSetting the work schedule of employeesUsing appointment calendar and creating a booking in the mobile appScaling in the mobile appWeekly schedule in the mobile appDaily workload per month in the mobile appImport and export of the client databaseSetting push notifications in the mobile appPayroll section in the mobile appAnalytics in the mobile appMobile app integration with WhatsApp
Online booking Adding an online booking to website How to add an online booking to your websiteAdding 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 pageAdding an online booking form inside one of the website pagesSeparate online booking forms for each employee or service Adding online booking to popular CMS Adding an online booking to Google SitesAdding an online booking to CMS WIXAdding an online booking to CMS WordPressAdding an online booking to CMS JoomlaAdding an online booking widget to TILDAAdding a customized online booking button to Tilda Additional articles How to find out your location number (ID) in AltegioHow to find out the number (ID) of an online booking form (widget)How to find out the service number (ID) in AltegioHow to find out the employee number (ID) in Altegio New online booking widget New Multi-Event Booking Feature in AltegioConfiguring available time slots for online booking in the new interfaceCustomizing the new online booking widgetDescription of events for analyticsSetting the integration with Google AnalyticsHow to set up Client ID transfer Online booking analytics Online booking analytics Online booking settings Online booking with membershipOnline booking setup and optionsSetting online bookingOnline booking widgetsCreating an online widget for the chainPersonal account in Online booking widgetWhat is the display and search interval of slots in the online booking widget?Booking steps settingsDoes the system support online booking in several languages?Button settings Online booking with social media How to Integrate the “Book Now” Button for Instagram and FacebookOnline booking link in Instagram Setting up online booking on partner sites Онлайн-запись Altegio на Yandex Maps (Яндекс карты)Altegio Online booking on Google MapsOnline booking with Altegio on 2GIS maps.
Pricing Information Pricing Starting October 14, 2024 we are changing prices for Altegio subscription in TurkieStarting August 1, 2024, the currency and pricing plans for the UAE will changePreparing for Changes in Altegio’s Working ConditionsUpdates to Altegio Service TermsFAQ: Changes to Plan Conditions as of March 15thFrom March 15th, we will be updating the terms of our plansStarting July 1, we are changing the conditions and prices for Altegio’s subscription