Introduction This playbook is a step‑by‑step, field‑tested guide to migrate from legacy tools or marketplace schedulers into Altegio with confidence. It covers data imports (clients, suppliers, products, memberships/loyalty), chain/user access, security controls, booking and notifications, analytics, and pre–go‑live validation for payroll, finance, and inventory. Phase 1 — Prepare and audit your data Import requirements at… Continue reading Switching to Altegio: A Practical Migration Playbook for Appointment-Based Businesses
Switching to Altegio: A Practical Migration Playbook for Appointment-Based Businesses