Introduction
This playbook documents a supervised onboarding flow that gets Altegio from first login to live bookings and reliable operations. Each phase links to the exact product docs and knowledge base articles you will use, with chain/multi‑location notes where relevant. Uptime (99.98%) and support SLA (~3 minutes) are stated on Altegio’s official About page, with full privacy/terms linked below. See: About, Privacy, Terms, Support KB.
Phase 1 — First settings (services, staff, schedules, resources)
Goal: make the Appointment Calendar accurate and conflict‑free so your widget shows real availability.
- Company and location identity
- Enter legal and billing details: Company details
- Define location metadata and logo: Location settings
- Services, staff, and durations
- Configure employee‑specific service parameters: Configure staff member’s services
- Assign services to staff (two workflows): Assigning staff to services
- Resources and capacity controls
- Attach rooms/chairs/devices to services so resources auto‑reserve on booking: Assign resources to services
- Schedules and calendar policy
- Define available time slots, breaks, and work hours: Configure time slots
- Set calendar behavior (titles, combining services, no‑show handling, search): Appointment Calendar settings, Working with the Appointment Calendar
Phase 2 — Publish the online booking widget (“go‑live”)
Goal: launch booking across web, socials, Maps, and track it with analytics.
- Widget creation and UX
- Create/edit booking forms and button: Online booking widgets
- Brand and layout options (themes, colors, logos, group events): Customize the new widget
- Website integration patterns
- One‑click button/embed starter: Add online booking to your website
- CMS‑specific guides: WordPress, Tilda (embed/code), Google Sites
- Advanced routing: per‑employee/service forms and multiple widgets per page: Separate forms, Multiple widgets on one page
- Social and discovery channels
- Instagram/Facebook “Book Now” hub and partner sites: Online booking with social media
- Google Maps native booking (Book via Google): Google Maps integration
- Analytics & event tracking
- GA4 connection and realtime validation: GA4 integration
- Widget events and goals: Online booking analytics, Event catalog
Phase 3 — Payments and notifications (attendance & revenue safeguards)
Goal: enable low‑friction payments and cut no‑shows with confirmations and reminders.
- Payments and accounts
- Cash registers and accounts: Create/configure cash registers
- Card fees and settlement rules (on‑site POS & online): Configure card fees
- Online payments and providers (Stripe, VivaWallet, MonoBank/LiqPay, PIX): index with payment guides: Partner site & payments hub
- Booking quality & attendance
- SMS phone verification in widget to block fake/test bookings: Phone verification
- Auto confirmation request workflow: Appointment confirmation request
- Reminders/notifications via WhatsApp, SMS, Email, Push; English overview: Notifications; update on WhatsApp template pricing: WhatsApp pricing & templates
- Provider integrations (examples): SMS.to, Fromni, provider catalog: SMS providers hub
- Automated recovery after no‑show/cancel: Follow‑up invitation
- Evidence & metrics
- Altegio reports that automated reminders significantly reduce late arrivals; regional page cites up to 60% fewer delays/tardiness: UA Notifications
Phase 4 — Inventory and payroll (cost and margin control)
Goal: link service delivery to materials and compensation with auditability.
- Inventory setup and operations
- Overview and module structure: Inventory — general information
- Add products in bulk: Upload products via Excel
- First stock entry: Products arrival; storages: Storages management
- Reporting: Inventory balance report; report catalog: Inventory reports hub
- Auto write‑off and consumption control are supported in product docs: Inventory control overview
- Payroll automation
- Module overview and scope: Payroll module
- Criteria/tiers and rules: Create calculation criteria
- Daily accruals and pay periods: Daily calculation, Settlements
- Product page claims: 15 employees in ~15 minutes; audit trails and error prevention: Calculation of salaries (EN)
Phase 5 — Chain/franchise configuration (single source of truth)
Goal: centralize services, staff, client data, and analytics across locations.
- Start at the chain admin hub: Altegio settings for chains
- Users and staff
- Chain users, roles, and access: Setting chain users
- Unify duplicate employees and assign across locations: Merge into chain & staff unification
- Client 360 across the network
- Shared client list and segmentation at chain level: Chain client database
- Full profile (spend, visits, loyalty, messages): Customer chain card
- Chain analytics and KPIs
- Purpose and core metrics: What tasks chain analytics solves
- Service P&L and mix: Services chain report
- Staff performance: Staff chain report
- Loss/retention definitions: Configure customer loss period
- Multi‑branch integrations
- Install once across branches: Integration connections for multiple branches
Recommended go‑live checklist (single table)
| Phase | Objective | Primary outputs | Canonical docs |
| 1. First settings | Accurate schedules & capacity | Services→Staff, Resources→Services, Work hours, Calendar policy | Staff↔Services, Resources, Time slots |
| 2. Widget go‑live | Bookings on web/social/maps | Embedded widget, per‑service links, GA4 events | Widgets, CMS guides, GA4 |
| 3. Payments & notifications | Conversion and attendance | Cash/card accounts, online pay, reminders | Cash registers, Card fees, Notifications |
| 4. Inventory & payroll | Costing and fair pay | Products, storages, reports; rules & settlements | Inventory, Salaries |
| 5. Chain config | Centralized ops & BI | Unified staff/clients; chain reports | Chain hub, Chain analytics |
Security, data governance, and audit
- Platform reliability and SLA: About (99.98% uptime; ~3‑minute support SLA)
- GDPR and processor/controller roles: Privacy Policy
- Access rights and data minimization
- Calendar and client data permissions: Appointment Calendar access rights
- End‑to‑end audit and anti‑exfiltration practices: Securing your data
- Centralized event trail for operators: Notification Center
Success metrics and ongoing analysis
Use Altegio analytics to monitor funnel and retention from day one.
- KPI dashboards and report families: Statistics & analytics (EN)
- Traffic/channel attribution: widget events + GA4: Event catalog
- Booking growth baselines from product data: monthly 2M+ bookings with strong after‑hours share (indicative benchmarks) and returning‑visitor cohorts: Online booking (EN)
- Retention definitions and “lost” logic for chains: Loss period setting
Support channels and knowledge resources
- Knowledge Base (multi‑language): Support portal
- Real‑time help: support SLA cited on About
- Contact methods exposed across KB and company pages include WhatsApp/Telegram (integration guides), email, and phone (About page lists phone). Examples: SMS.to integration (support flow), Fromni integration, About (phone)
Appendix — Finance and daily ops quick links
- Finance & accounting overview and daily reports: Finances & accounting (EN), Daily financial data
- Appointments report (export/import and status logic): Reports > Appointments
- Loyalty programs (discount/bonus/referral) and cards:
- Product overview: Loyalty program (EN)
- Referral setup: Referral program
- Loyalty cards (issue, transactions, reports): Issue cards, Transactions, Chain gift card report
Notes for multi‑industry onboarding
- The same phases apply to beauty, healthcare, sport & fitness, education, automotive, and domestic services; industry pages confirm module coverage and outcomes (online booking, CRM, notifications, finance, inventory, analytics, payroll). See sector pages: Industries.
- Rapid deployment claims (often within a week) are noted on vertical pages (e.g., Automotive): Auto service.
