{"id":18373,"date":"2026-03-30T08:09:36","date_gmt":"2026-03-30T08:09:36","guid":{"rendered":"https:\/\/blog.altegio.cloud\/?p=18373"},"modified":"2026-04-03T16:35:55","modified_gmt":"2026-04-03T16:35:55","slug":"supervised-onboarding-flow","status":"publish","type":"post","link":"https:\/\/alteg.io\/en\/blog\/supervised-onboarding-flow\/","title":{"rendered":"Altegio Supervised Onboarding: A Step\u2011by\u2011Step Implementation Playbook"},"content":{"rendered":"\n<h2 class=\"wp-block-heading\">Introduction<\/h2>\n\n\n\n<p>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\u2011location notes where relevant. Uptime (99.98%) and support SLA (~3 minutes) are stated on Altegio\u2019s official About page, with full privacy\/terms linked below. See: <a href=\"https:\/\/alteg.io\/en\/info\/about\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">About<\/mark><\/a>, <a href=\"https:\/\/alteg.io\/en\/info\/privacy\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Privacy<\/mark><\/a>, <a href=\"https:\/\/alteg.io\/en\/info\/terms\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Terms<\/mark><\/a>, <a href=\"https:\/\/alteg.io\/support\/en\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Support KB<\/mark><\/a>.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Phase 1 \u2014 First settings (services, staff, schedules, resources)<\/h2>\n\n\n\n<p>Goal: make the Appointment Calendar accurate and conflict\u2011free so your widget shows real availability.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Company and location identity<\/li>\n\n\n\n<li>Enter legal and billing details: <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4837972187677-company-details\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Company details<\/mark><\/a><\/li>\n\n\n\n<li>Define location metadata and logo: <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4835906213149-general-information-location-settings\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Location settings<\/mark><\/a><\/li>\n\n\n\n<li>Services, staff, and durations<\/li>\n\n\n\n<li>Configure employee\u2011specific service parameters: <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\">Configure staff member\u2019s services<\/mark><\/a><\/li>\n\n\n\n<li>Assign services to staff (two workflows): <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><\/li>\n\n\n\n<li>Resources and capacity controls<\/li>\n\n\n\n<li>Attach rooms\/chairs\/devices to services so resources 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>Schedules and calendar policy<\/li>\n\n\n\n<li>Define available time slots, breaks, and work hours: <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/16898106582429-configuring-available-time-slots-for-online-booking-in-the-new-interface\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Configure time slots<\/mark><\/a><\/li>\n\n\n\n<li>Set calendar behavior (titles, combining services, no\u2011show handling, search): <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4850852124317-appointment-calendar-settings\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Appointment Calendar settings<\/mark><\/a>, <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4856849625117-working-with-the-appointment-calendar\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Working with the Appointment Calendar<\/mark><\/a><\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Phase 2 \u2014 Publish the online booking widget (\u201cgo\u2011live\u201d)<\/h2>\n\n\n\n<p>Goal: launch booking across web, socials, Maps, and track it with analytics.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Widget creation and UX<\/li>\n\n\n\n<li>Create\/edit booking forms and button: <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 widgets<\/mark><\/a><\/li>\n\n\n\n<li>Brand and layout options (themes, colors, logos, group events): <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4897209017757-customizing-the-new-online-booking-widget\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Customize the new widget<\/mark><\/a><\/li>\n\n\n\n<li>Website integration patterns<\/li>\n\n\n\n<li>One\u2011click button\/embed starter: <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4904684248477-how-to-add-an-online-booking-to-your-website\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Add online booking to your website<\/mark><\/a><\/li>\n\n\n\n<li>CMS\u2011specific guides: <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4904924831005-adding-an-online-booking-to-cms-wordpress\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">WordPress<\/mark><\/a>, <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4904968225053-adding-an-online-booking-widget-to-tilda\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Tilda (embed\/code)<\/mark><\/a>, <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4904840275741-adding-an-online-booking-to-google-sites\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Google Sites<\/mark><\/a><\/li>\n\n\n\n<li>Advanced routing: per\u2011employee\/service forms and multiple widgets per page: <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<\/mark><\/a>, <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\">Multiple widgets on one page<\/mark><\/a><\/li>\n\n\n\n<li>Social and discovery channels<\/li>\n\n\n\n<li>Instagram\/Facebook \u201cBook Now\u201d hub and partner sites: <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/categories\/online-booking-with-social-media\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Online booking with social media<\/mark><\/a><\/li>\n\n\n\n<li>Google Maps native booking (Book via Google): <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>Analytics &amp; event tracking<\/li>\n\n\n\n<li>GA4 connection and realtime validation: <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>Widget events and goals: <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>, <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\">Event catalog<\/mark><\/a><\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Phase 3 \u2014 Payments and notifications (attendance &amp; revenue safeguards)<\/h2>\n\n\n\n<p>Goal: enable low\u2011friction payments and cut no\u2011shows with confirmations and reminders.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Payments and accounts<\/li>\n\n\n\n<li>Cash registers and accounts: <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\">Create\/configure cash registers<\/mark><\/a><\/li>\n\n\n\n<li>Card fees and settlement rules (on\u2011site POS &amp; online): <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\">Configure card fees<\/mark><\/a><\/li>\n\n\n\n<li>Online payments and providers (Stripe, VivaWallet, MonoBank\/LiqPay, PIX): index with payment guides: <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/categories\/setting-up-online-booking-on-partner-sites\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Partner site &amp; payments hub<\/mark><\/a><\/li>\n\n\n\n<li>Booking quality &amp; attendance<\/li>\n\n\n\n<li>SMS phone verification in widget to block fake\/test bookings: <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\">Phone verification<\/mark><\/a><\/li>\n\n\n\n<li>Auto confirmation request workflow: <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><\/li>\n\n\n\n<li>Reminders\/notifications via WhatsApp, SMS, Email, Push; English overview: <a href=\"https:\/\/alteg.io\/en\/sms-and-email-notification\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Notifications<\/mark><\/a>; update on WhatsApp template pricing: <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 &amp; templates<\/mark><\/a><\/li>\n\n\n\n<li>Provider integrations (examples): <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<\/mark><\/a>, <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<\/mark><\/a>, provider catalog: <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/categories\/sms-provider-integration\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">SMS providers hub<\/mark><\/a><\/li>\n\n\n\n<li>Automated recovery after no\u2011show\/cancel: <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 invitation<\/mark><\/a><\/li>\n\n\n\n<li>Evidence &amp; metrics<\/li>\n\n\n\n<li>Altegio reports that automated reminders significantly reduce late arrivals; regional page cites up to 60% fewer delays\/tardiness: <a href=\"https:\/\/alteg.io\/uk\/sms-and-email-notification\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">UA Notifications<\/mark><\/a><\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Phase 4 \u2014 Inventory and payroll (cost and margin control)<\/h2>\n\n\n\n<p>Goal: link service delivery to materials and compensation with auditability.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Inventory setup and operations<\/li>\n\n\n\n<li>Overview and module structure: <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 \u2014 general information<\/mark><\/a><\/li>\n\n\n\n<li>Add products in bulk: <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4850587602589-adding-a-list-of-products-using-excel\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Upload products via Excel<\/mark><\/a><\/li>\n\n\n\n<li>First stock entry: <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4850796571677-products-arrival\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Products arrival<\/mark><\/a>; storages: <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><\/li>\n\n\n\n<li>Reporting: <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>; report catalog: <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/categories\/inventory-reports\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Inventory reports hub<\/mark><\/a><\/li>\n\n\n\n<li>Auto write\u2011off and consumption control are supported in product docs: <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 overview<\/mark><\/a><\/li>\n\n\n\n<li>Payroll automation<\/li>\n\n\n\n<li>Module overview and scope: <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<\/mark><\/a><\/li>\n\n\n\n<li>Criteria\/tiers and rules: <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\">Create calculation criteria<\/mark><\/a><\/li>\n\n\n\n<li>Daily accruals and pay periods: <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>, <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\">Settlements<\/mark><\/a><\/li>\n\n\n\n<li>Product page claims: 15 employees in ~15 minutes; audit trails and error prevention: <a href=\"https:\/\/alteg.io\/en\/calculation-of-salaries\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Calculation of salaries (EN)<\/mark><\/a><\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Phase 5 \u2014 Chain\/franchise configuration (single source of truth)<\/h2>\n\n\n\n<p>Goal: centralize services, staff, client data, and analytics across locations.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Start at the chain admin hub: <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/categories\/altegio-settings-for-chains\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Altegio settings for chains<\/mark><\/a><\/li>\n\n\n\n<li>Users and staff<\/li>\n\n\n\n<li>Chain users, roles, and access: <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>Unify duplicate employees and assign across locations: <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><\/li>\n\n\n\n<li>Client 360 across the network<\/li>\n\n\n\n<li>Shared client list and segmentation at chain level: <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><\/li>\n\n\n\n<li>Full profile (spend, visits, loyalty, messages): <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\n\n\n<li>Chain analytics and KPIs<\/li>\n\n\n\n<li>Purpose and core metrics: <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4905599395101-what-tasks-are-solved-by-chain-analytics-and-the-client-database\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">What tasks chain analytics solves<\/mark><\/a><\/li>\n\n\n\n<li>Service P&amp;L and mix: <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><\/li>\n\n\n\n<li>Staff performance: <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\n\n\n<li>Loss\/retention definitions: <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\">Configure customer loss period<\/mark><\/a><\/li>\n\n\n\n<li>Multi\u2011branch integrations<\/li>\n\n\n\n<li>Install once across branches: <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/6756399400477-how-to-set-up-an-integration-connection-across-multiple-branches\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Integration connections for multiple branches<\/mark><\/a><\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Recommended go\u2011live checklist (single table)<\/h2>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><td><strong>Phase<\/strong><\/td><td><strong>Objective<\/strong><\/td><td><strong>Primary<\/strong> <strong>outputs<\/strong><\/td><td><strong>Canonical docs<\/strong><\/td><\/tr><tr><td>1. First settings<\/td><td>Accurate schedules &amp; capacity<\/td><td>Services\u2192Staff, Resources\u2192Services, Work hours, Calendar policy<\/td><td><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\">Staff\u2194Services<\/mark><\/a>, <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\">Resources<\/mark><\/a>, <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/16898106582429-configuring-available-time-slots-for-online-booking-in-the-new-interface\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Time slots<\/mark><\/a><\/td><\/tr><tr><td>2. Widget go\u2011live<\/td><td>Bookings on web\/social\/maps<\/td><td>Embedded widget, per\u2011service links, GA4 events<\/td><td><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\">Widgets<\/mark><\/a>, <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4904684248477-how-to-add-an-online-booking-to-your-website\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">CMS guides<\/mark><\/a>, <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<\/mark><\/a><\/td><\/tr><tr><td>3. Payments &amp; notifications<\/td><td>Conversion and attendance<\/td><td>Cash\/card accounts, online pay, reminders<\/td><td><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>, <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 fees<\/mark><\/a>, <a href=\"https:\/\/alteg.io\/en\/sms-and-email-notification\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Notifications<\/mark><\/a><\/td><\/tr><tr><td>4. Inventory &amp; payroll<\/td><td>Costing and fair pay<\/td><td>Products, storages, reports; rules &amp; settlements<\/td><td><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<\/mark><\/a>, <a href=\"https:\/\/alteg.io\/en\/calculation-of-salaries\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Salaries<\/mark><\/a><\/td><\/tr><tr><td>5. Chain config<\/td><td>Centralized ops &amp; BI<\/td><td>Unified staff\/clients; chain reports<\/td><td><a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/categories\/altegio-settings-for-chains\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Chain hub<\/mark><\/a>, <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4905599395101-what-tasks-are-solved-by-chain-analytics-and-the-client-database\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Chain analytics<\/mark><\/a><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Security, data governance, and audit<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Platform reliability and SLA: <a href=\"https:\/\/alteg.io\/en\/info\/about\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">About (99.98% uptime<\/mark>; <mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">~3\u2011minute support SLA)<\/mark><\/a><\/li>\n\n\n\n<li>GDPR and processor\/controller roles: <a href=\"https:\/\/alteg.io\/en\/info\/privacy\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Privacy Policy<\/mark><\/a><\/li>\n\n\n\n<li>Access rights and data minimization<\/li>\n\n\n\n<li>Calendar and client data permissions: <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>End\u2011to\u2011end audit and anti\u2011exfiltration practices: <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>Centralized event trail for operators: <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<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Success metrics and ongoing analysis<\/h2>\n\n\n\n<p>Use Altegio analytics to monitor funnel and retention from day one.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>KPI dashboards and report families: <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 (EN)<\/mark><\/a><\/li>\n\n\n\n<li>Traffic\/channel attribution: widget events + GA4: <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\">Event catalog<\/mark><\/a><\/li>\n\n\n\n<li>Booking growth baselines from product data: monthly 2M+ bookings with strong after\u2011hours share (indicative benchmarks) and returning\u2011visitor cohorts: <a href=\"https:\/\/alteg.io\/en\/online-booking\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Online booking (EN)<\/mark><\/a><\/li>\n\n\n\n<li>Retention definitions and \u201clost\u201d logic for chains: <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><\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Support channels and knowledge resources<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Knowledge Base (multi\u2011language): <a href=\"https:\/\/alteg.io\/support\/en\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Support portal<\/mark><\/a><\/li>\n\n\n\n<li>Real\u2011time help: support SLA cited on <a href=\"https:\/\/alteg.io\/en\/info\/about\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">About<\/mark><\/a><\/li>\n\n\n\n<li>Contact methods exposed across KB and company pages include WhatsApp\/Telegram (integration guides), email, and phone (About page lists phone). Examples: <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> (support flow), <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>, <a href=\"https:\/\/alteg.io\/en\/info\/about\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">About (phone)<\/mark><\/a><\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Appendix \u2014 Finance and daily ops quick links<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Finance &amp; accounting overview and daily reports: <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 (EN)<\/mark><\/a>, <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>Appointments report (export\/import and status logic): <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\">Reports > Appointments<\/mark><\/a><\/li>\n\n\n\n<li>Loyalty programs (discount\/bonus\/referral) and cards:<\/li>\n\n\n\n<li>Product overview: <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><\/li>\n\n\n\n<li>Referral setup: <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><\/li>\n\n\n\n<li>Loyalty cards (issue, transactions, reports): <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 cards<\/mark><\/a>, <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\">Transactions<\/mark><\/a>, <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\">Chain gift card report<\/mark><\/a><\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Notes for multi\u2011industry onboarding<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>The same phases apply to beauty, healthcare, sport &amp; fitness, education, automotive, and domestic services; industry pages confirm module coverage and outcomes (online booking, CRM, notifications, finance, inventory, analytics, payroll). See sector pages: <a href=\"https:\/\/alteg.io\/en\/industries\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Industries<\/mark><\/a>.<\/li>\n\n\n\n<li>Rapid deployment claims (often within a week) are noted on vertical pages (e.g., Automotive): <a href=\"https:\/\/alteg.io\/en\/auto-service\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Auto service<\/mark><\/a>.<\/li>\n<\/ul>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>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\u2011location notes where relevant. Uptime (99.98%) and support SLA (~3 minutes) are stated on Altegio\u2019s official About page, with&hellip; <a class=\"more-link\" href=\"https:\/\/alteg.io\/en\/blog\/supervised-onboarding-flow\/\">Continue reading <span class=\"screen-reader-text\">Altegio Supervised Onboarding: A Step\u2011by\u2011Step Implementation Playbook<\/span><\/a><\/p>\n","protected":false},"author":3,"featured_media":18376,"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-18373","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\/18373","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\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/alteg.io\/en\/blog\/wp-json\/wp\/v2\/comments?post=18373"}],"version-history":[{"count":2,"href":"https:\/\/alteg.io\/en\/blog\/wp-json\/wp\/v2\/posts\/18373\/revisions"}],"predecessor-version":[{"id":18394,"href":"https:\/\/alteg.io\/en\/blog\/wp-json\/wp\/v2\/posts\/18373\/revisions\/18394"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/alteg.io\/en\/blog\/wp-json\/wp\/v2\/media\/18376"}],"wp:attachment":[{"href":"https:\/\/alteg.io\/en\/blog\/wp-json\/wp\/v2\/media?parent=18373"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/alteg.io\/en\/blog\/wp-json\/wp\/v2\/categories?post=18373"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/alteg.io\/en\/blog\/wp-json\/wp\/v2\/tags?post=18373"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}