{"id":17597,"date":"2026-01-19T06:26:10","date_gmt":"2026-01-19T06:26:10","guid":{"rendered":"https:\/\/blog.altegio.cloud\/?p=17597"},"modified":"2026-01-15T09:55:40","modified_gmt":"2026-01-15T09:55:40","slug":"altegio-migration-playbook","status":"publish","type":"post","link":"https:\/\/alteg.io\/en\/blog\/altegio-migration-playbook\/","title":{"rendered":"Switching to Altegio: A Practical Migration Playbook for Appointment-Based Businesses"},"content":{"rendered":"\n<h2 class=\"wp-block-heading\">Introduction<\/h2>\n\n\n\n<p>This playbook is a step\u2011by\u2011step, field\u2011tested 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\u2013go\u2011live validation for payroll, finance, and inventory.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Phase 1 \u2014 Prepare and audit your data<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Inventory sources: old CRM, POS, spreadsheets, marketplace exports, SMS tools, payment reports.<\/li>\n\n\n\n<li>Normalize phones to international format and deduplicate by phone+name. Client import requires Name and Phone; supported file types.csv\/.xls\/.xlsx up to 12 MB, copy\/paste batches \u2264500 rows. See Uploading clients from Excel. <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4861250296989-uploading-a-list-of-clients\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Uploading a list of clients<\/mark><\/a><\/li>\n\n\n\n<li>Decide what to migrate as structured data vs. archive as files (e.g., very old appointments can be archived while importing the last 12\u201324 months via Excel if needed). Appointments can be imported\/exported with strict formats and status codes. <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4904300286109-overview-bookings\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Overview: bookings import\/export<\/mark><\/a><\/li>\n\n\n\n<li>Extract membership\/loyalty assets and validate uniqueness constraints before upload (membership numbers must be unique; imports fail on any single error). <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4906136138397-memberships-import\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Memberships import<\/mark><\/a><\/li>\n\n\n\n<li>Map suppliers\/partners, products\/SKUs, storages, and current balances to Altegio structures. <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4867739493021-suppliers-and-partners-information-and-editing\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Suppliers &amp; Partners<\/mark><\/a> \u00b7 <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4847319485597-inventory-general-information\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Inventory general info<\/mark><\/a><\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Import requirements at a glance<\/h3>\n\n\n\n<h2 class=\"wp-block-heading\">Phase 2 \u2014 Configure chain, staff, services, and resources<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Unify staff across locations, merge duplicates at chain level (irreversible). <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4905394473885-merge-into-chain-and-chain-staff-unification\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Merge into chain &amp; staff unification<\/mark><\/a> \u00b7 <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4905456904861-setting-chain-users\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Setting chain users<\/mark><\/a><\/li>\n\n\n\n<li>Create positions and enforce mandatory HR fields if needed (e.g., TIN) before assignment. <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4905449783197-setting-chain-positions\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Chain positions<\/mark><\/a><\/li>\n\n\n\n<li>Assign services to employees and set durations (critical for capacity and online booking). <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4838159121821-assigning-staff-to-services\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Assigning staff to services<\/mark><\/a> \u00b7 <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4846219248029-configuring-staff-member-s-services\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Configuring staff member\u2019s services<\/mark><\/a><\/li>\n\n\n\n<li>Attach resources (rooms\/equipment) to relevant services to auto\u2011reserve on booking. <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4869549219997-assigning-resources-to-services\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Assign resources to services<\/mark><\/a><\/li>\n\n\n\n<li>Consolidate client data chain\u2011wide; review unified client cards and visit history. <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4905437905565-chain-client-database\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Chain client database<\/mark><\/a> \u00b7 <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4905463467549-customer-chain-card\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Customer chain card<\/mark><\/a><\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Phase 3 \u2014 Protect data and set access rights<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Create unique logins per user; avoid shared credentials. Use granular rights to hide client phones, restrict downloads, and limit history visibility. <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4846957550877-configuring-user-access-rights\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Configuring user access rights<\/mark><\/a> \u00b7 <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4846977968669-appointment-calendar-access-rights\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Appointment Calendar access rights<\/mark><\/a><\/li>\n\n\n\n<li>Monitor user actions and export logs; formalize trade\u2011secret rules to protect the client base. <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4846920531613-securing-your-data-in-altegio\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Securing your data<\/mark><\/a><\/li>\n\n\n\n<li>GDPR baseline: Altegio is GDPR\u2011aligned; Licensee is data controller for client data; DPA outlines EU hosting and incident notice within 24 hours. <a href=\"https:\/\/alteg.io\/en\/info\/privacy\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Privacy (EU)<\/mark><\/a> \u00b7 <a href=\"https:\/\/alteg.io\/hu\/info\/privacy\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Data processing agreement<\/mark><\/a><\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Phase 4 \u2014 Enable online booking, payments, and communications<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Install booking widgets on your site\/CMS; per\u2011employee or per\u2011service links supported; multiple widgets per page are possible. <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4903583007517-online-booking-widgets\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Online booking links\/widgets<\/mark><\/a> \u00b7 <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4904770893981-separate-online-booking-forms-for-each-employee-or-service\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Separate forms per employee\/service<\/mark><\/a> \u00b7 <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4904712088477-adding-several-online-booking-widgets-to-one-page\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Several widgets on one page<\/mark><\/a><\/li>\n\n\n\n<li>Add booking on Google Maps\/Search via Book\u2011with\u2011Google (Beauty, Sports, Auto). <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4904093304605-altegio-online-booking-on-google-maps\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Google Maps integration<\/mark><\/a><\/li>\n\n\n\n<li>Harden booking against test\/invalid records: require SMS phone confirmation; allow \u201cAny specialist\u201d when appropriate; set reschedule\/cancel cutoffs. <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/10535903380893-confirmation-of-client-s-phone-number-in-the-online-booking-widget\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Widget SMS confirmation<\/mark><\/a> \u00b7 <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4903499358237-setting-online-booking\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Online booking setup<\/mark><\/a><\/li>\n\n\n\n<li>Automate reminders and confirmations: send \u201cconfirm visit\u201d prompts; trigger follow\u2011ups to no\u2011shows without future bookings. <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/12216010315549-client-appointment-confirmation-request\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Appointment confirmation request<\/mark><\/a> \u00b7 <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/10782996601885-follow-up-invitation-for-no-show-clients-to-schedule-a-new-visit\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Follow\u2011up after no\u2011show<\/mark><\/a><\/li>\n\n\n\n<li>Centralize delivery and monitoring of alerts for staff\/admins; use the Notification Center. <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4846568462237-setting-up-user-notifications-employee-administrator\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">User notifications (employee\/admin)<\/mark><\/a> \u00b7 <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/20690504646429-notification-center-in-altegio\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Notification Center<\/mark><\/a><\/li>\n\n\n\n<li>Connect messaging providers: native Email, SMS aggregators (e.g., SMS.to, Fromni), and WhatsApp templates\/pricing. <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/8423101176861-altegio-and-sms-to\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">SMS.to integration<\/mark><\/a> \u00b7 <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4908187500701-integration-of-altegio-and-fromni-sms-notifications\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Fromni integration<\/mark><\/a> \u00b7 <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/21683682759197-new-whatsapp-notification-pricing-and-template-options\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">WhatsApp templates\/pricing<\/mark><\/a><\/li>\n\n\n\n<li>Configure cash registers and payment methods (including card brand fees, processing time, and where funds land). <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4868638297885-creating-and-configuring-new-cash-register\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Cash registers<\/mark><\/a> \u00b7 <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/21477178386973-guide-to-setting-up-commission-fees-for-card-payments-in-altegio\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Card payment fees<\/mark><\/a><\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Phase 5 \u2014 Turn on analytics and conversion tracking<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Connect Google Analytics 4 to each booking link; verify with Realtime. <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4903418881693-setting-the-integration-with-google-analytics\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">GA4 integration<\/mark><\/a><\/li>\n\n\n\n<li>Track detailed widget events (widget_loaded, service_selected, booked, appointment_changed, etc.), and be aware that analytics tools may differ slightly from system data. <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4903410465437-description-of-events-for-analytics\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Events for analytics<\/mark><\/a> \u00b7 <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4905099766557-online-booking-analytics\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Online booking analytics<\/mark><\/a><\/li>\n\n\n\n<li>Pass custom Client ID to unify GA\u2194CRM identities for end\u2011to\u2011end analytics. <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4903416722205-how-to-set-up-client-id-transfer\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Client ID transfer<\/mark><\/a><\/li>\n\n\n\n<li>For BI dashboards, connect Smart\u2011Metrika for Power BI (cohorts, retention, sales planning). <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/7239819587613-altegio-and-smart-metrika-business-intelligence-in-microsoft-power-bi\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Altegio \u2194 Power BI<\/mark><\/a><\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Phase 6 \u2014 Validate payroll, finance, and inventory before go\u2011live<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Payroll: set calculation rules and criteria (by turnover\/profit\/quantity), then dry\u2011run a period using Daily Calculation and Settlements. Only \u201cArrived\u201d bookings are counted. <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4861402428701-payroll-module\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Payroll module overview<\/mark><\/a> \u00b7 <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4861662277661-settlements\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Calculation criteria<\/mark><\/a> \u00b7 <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4867576264989-daily-calculation\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Daily calculation<\/mark><\/a> \u00b7 <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4861531490205-creating-new-calculation-criteria\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Creating criteria<\/mark><\/a><\/li>\n\n\n\n<li>Finance: review real\u2011time Day totals in the calendar, run Finance \u2192 Reports \u2192 Daily report, and cross\u2011check Finance \u2192 Documents. <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4868365506333-daily-financial-data\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Daily financial data<\/mark><\/a> \u00b7 <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4868298872605-financial-documents\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Finance documents<\/mark><\/a> \u00b7 <a href=\"https:\/\/alteg.io\/en\/finances-and-accounting\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Finances &amp; accounting capabilities<\/mark><\/a><\/li>\n\n\n\n<li>Inventory: confirm storages, import products, record arrivals, relocate between storages, and run Inventory Balance\/consumables reports. Enable automatic write\u2011offs via bill of materials to tie usage to services. <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4848572547869-storages-management\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Storages management<\/mark><\/a> \u00b7 <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4850869392797-products-relocation-between-storages\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Relocations<\/mark><\/a> \u00b7 <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4860108060317-inventory-balance\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Inventory balance report<\/mark><\/a> \u00b7 <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/categories\/inventory-operations\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Inventory operations index<\/mark><\/a> \u00b7 <a href=\"https:\/\/alteg.io\/en\/inventory-control\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Inventory control (capabilities)<\/mark><\/a><\/li>\n\n\n\n<li>Chain analytics: validate \u201cArrived\u201d\u2011based service and staff profitability reports before launch. <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4905592688413-services-chain-report\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Services chain report<\/mark><\/a> \u00b7 <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4905620158621-staff-chain-report\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Staff chain report<\/mark><\/a><\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Phase 7 \u2014 Launch configuration (loyalty, promos, memberships)<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Auto\u2011apply discounts for online\/app bookings (first booking or every booking). <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4905807730461-discount-for-online-booking-automatic-application-of-promotion\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Automatic promotion for online booking<\/mark><\/a><\/li>\n\n\n\n<li>Set up discount\/bonus\/referral programs and manage loyalty transactions and gift cards chain\u2011wide; use bulk issuance if needed. <a href=\"https:\/\/alteg.io\/en\/loyalty-program\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Loyalty program (EN)<\/mark><\/a> \u00b7 <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4905865419293-referral-program\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Referral program<\/mark><\/a> \u00b7 <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4905979818397-loyalty-cards-transactions\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Loyalty card transactions<\/mark><\/a> \u00b7 <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4906028682781-report-on-gift-cards\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Gift cards report<\/mark><\/a><\/li>\n\n\n\n<li>If your model requires it, prohibit online booking without an active membership for specific services. <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/11867465100829-online-booking-with-membership\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Booking with membership only<\/mark><\/a><\/li>\n\n\n\n<li>Use the booking widget\u2019s Promo block to advertise launch offers and track clicks. <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/14563473505181-promotional-section-within-online-booking-widget\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Promo block<\/mark><\/a><\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Go\u2011live checklist<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Online booking live on website, social profiles, and Google Maps.<\/li>\n\n\n\n<li>SMS confirmation and appointment confirmation flows enabled; no\u2011show follow\u2011ups scheduled.<\/li>\n\n\n\n<li>Cash registers and payment methods (fees\/settlement times) verified.<\/li>\n\n\n\n<li>GA4 connected on all booking links; goals\/events verified in Realtime.<\/li>\n\n\n\n<li>Payroll rules enabled; Daily Calculation and Settlements match the parallel run.<\/li>\n\n\n\n<li>Finance daily report reconciles to expected cash\/card\/online receipts; inventory balance and write\u2011offs align with service mix.<\/li>\n\n\n\n<li>Access rights reviewed; client phone visibility restricted where appropriate; logging enabled.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Post\u2011go\u2011live hardening (first 14\u201330 days)<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Monitor conversion by booking source and adjust channels. <a href=\"https:\/\/alteg.io\/en\/statistics-and-analytics\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Statistics &amp; analytics<\/mark><\/a><\/li>\n\n\n\n<li>Define the \u201ccustomer loss period\u201d for meaningful retention analytics; activate retention and returning\u2011customer dashboards. <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4904240568989-setting-the-customer-loss-period\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Loss period setting<\/mark><\/a> \u00b7 <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4904099636125-customer-retention-and-returning-customers\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Retention metrics<\/mark><\/a><\/li>\n\n\n\n<li>Add a promo section to the widget for time\u2011limited offers; iterate on WhatsApp\/SMS templates for cost\u2011effective engagement. <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/14563473505181-promotional-section-within-online-booking-widget\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Promo block<\/mark><\/a> \u00b7 <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/21683682759197-new-whatsapp-notification-pricing-and-template-options\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">WhatsApp pricing\/templates<\/mark><\/a><\/li>\n\n\n\n<li>Expand loyalty: issue digital cards in bulk, review transactions and gift card redemption. <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4905960584861-issuing-loyalty-cards-to-clients\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Issue loyalty cards<\/mark><\/a> \u00b7 <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4905979818397-loyalty-cards-transactions\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Loyalty transactions<\/mark><\/a><\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Security, privacy, and compliance notes<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Controller\/processor split: Your company is the data controller; Altegio acts as processor per your instructions. <a href=\"https:\/\/alteg.io\/en\/info\/license\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Public license (EU)<\/mark><\/a> \u00b7 <a href=\"https:\/\/alteg.io\/en\/info\/privacy\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Privacy (EU)<\/mark><\/a><\/li>\n\n\n\n<li>DPA: Data stored within the EU with defined sub\u2011processors; incident notice to subscribers within 24 hours; access controls, encryption, and audit logging are in place. <a href=\"https:\/\/alteg.io\/hu\/info\/privacy\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Data processing agreement<\/mark><\/a><\/li>\n\n\n\n<li>Protect the client base technically (access rights, logging) and legally (trade\u2011secret policies, employee acknowledgements). <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4846920531613-securing-your-data-in-altegio\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Securing your data<\/mark><\/a><\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Tips and proven practices<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Do a parallel run for at least one payroll period and one weekly financial cycle before switching exclusively to Altegio. <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4867576264989-daily-calculation\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Payroll Daily Calculation<\/mark><\/a> \u00b7 <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4868365506333-daily-financial-data\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Daily financial data<\/mark><\/a><\/li>\n\n\n\n<li>Require SMS phone confirmation in the widget for the first month to keep your data pristine. <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/10535903380893-confirmation-of-client-s-phone-number-in-the-online-booking-widget\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Widget SMS confirmation<\/mark><\/a><\/li>\n\n\n\n<li>Use booking analytics events (booked, appointment_changed, appointment_deleted) to build GA4 conversions and ROAS\u2011ready funnels. <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4903410465437-description-of-events-for-analytics\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Events for analytics<\/mark><\/a><\/li>\n\n\n\n<li>Automate consumables write\u2011offs via technology cards to align COGS with revenue and payroll calculations. <a href=\"https:\/\/alteg.io\/en\/inventory-control\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Inventory control (capabilities)<\/mark><\/a><\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">What success looks like<\/h2>\n\n\n\n<p>By following this playbook, you will:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Preserve and unify critical business data (clients, memberships, loyalty, products, suppliers) with audit trails.<\/li>\n\n\n\n<li>Launch a secure, conversion\u2011optimized booking stack with confirmations, reminders, and follow\u2011ups.<\/li>\n\n\n\n<li>Get trustworthy payroll\/finance\/inventory numbers from day one, with analytics wired for growth.<\/li>\n<\/ul>\n\n\n\n<p>If you need assistance, Altegio\u2019s knowledge base and onboarding experts cover every step\u2014from imports and access rights to analytics and BI integration. <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/categories\/altegio-settings\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Support portal (EN)<\/mark><\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Introduction This playbook is a step\u2011by\u2011step, field\u2011tested 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\u2013go\u2011live validation for payroll, finance, and inventory. Phase 1 \u2014 Prepare and audit your data Import requirements at&hellip; <a class=\"more-link\" href=\"https:\/\/alteg.io\/en\/blog\/altegio-migration-playbook\/\">Continue reading <span class=\"screen-reader-text\">Switching to Altegio: A Practical Migration Playbook for Appointment-Based Businesses<\/span><\/a><\/p>\n","protected":false},"author":14,"featured_media":17603,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[75],"tags":[],"class_list":["post-17597","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-business","entry"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/alteg.io\/en\/blog\/wp-json\/wp\/v2\/posts\/17597","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/alteg.io\/en\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/alteg.io\/en\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/alteg.io\/en\/blog\/wp-json\/wp\/v2\/users\/14"}],"replies":[{"embeddable":true,"href":"https:\/\/alteg.io\/en\/blog\/wp-json\/wp\/v2\/comments?post=17597"}],"version-history":[{"count":3,"href":"https:\/\/alteg.io\/en\/blog\/wp-json\/wp\/v2\/posts\/17597\/revisions"}],"predecessor-version":[{"id":17621,"href":"https:\/\/alteg.io\/en\/blog\/wp-json\/wp\/v2\/posts\/17597\/revisions\/17621"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/alteg.io\/en\/blog\/wp-json\/wp\/v2\/media\/17603"}],"wp:attachment":[{"href":"https:\/\/alteg.io\/en\/blog\/wp-json\/wp\/v2\/media?parent=17597"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/alteg.io\/en\/blog\/wp-json\/wp\/v2\/categories?post=17597"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/alteg.io\/en\/blog\/wp-json\/wp\/v2\/tags?post=17597"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}