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Altegio General materials

Promo materials

  • Altegio features
  • The benefits of Altegio Online Booking
  • What is business automation for?
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Sign in and get started

  • Authorization in Altegio
  • Starting the work in Altegio
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Altegio settings

Initial location settings

  • General information – Location settings
  • Business information – Contact details
  • Company description
  • Company photo
  • Company details
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Services

  • Setting Service Prices for Employees
  • Adding categories and services
  • Configuring and editing service categories
  • Configuring and editing services
  • How to add a list of services using Excel
  • Assigning staff to services
See all articles

Staff

  • Work schedule (new interface)
  • Staff members list management
  • Adding staff and Information
  • Additional employee information
  • Employee settings
  • Configuring staff member’s services
See all articles

Resources

  • Resources
  • Creating and configuring resources
  • Assigning resources to services
  • Selecting a resource when making an appointment
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How to work with the Appointment Calendar

  • Quick bar
  • Client search in the Appointment Calendar
  • Client’s surname and middle name
  • Appointment Calendar settings
  • Calendar Size
  • Working with the Appointment Calendar
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Group booking

  • Configuring events (group booking)
  • Making bookings for online classes
  • Events Schedule
  • Visit Schedule for Group Events
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Working with Client Database

  • Client Database
  • Creating a new client
  • Information in Client’s card
  • Uploading a list of clients from Excel
  • Client Database filters
  • Client’s balance
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Users

  • User roles
  • User roles
  • Users list management (old interface)
  • Configuring user access rights (old inteface)
  • Setting up user notifications (employee/administrator)
  • Securing your data in Altegio
See all articles

User access rights

  • Setting Up Access to the Service (New Interface)
  • User roles
  • Appointment Calendar access rights
  • Booking window access rights
  • Finance access rights
  • Inventory access rights
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Inventory

  • Inventory. General information
  • Creating and configuring a new storage
  • Storages management
  • Wholesale cost of products in storage
  • Configuring automatic writing off of products
  • Bills of materials
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Working with products

  • Products. Initial configuration
  • Creating and configuring a new category of products
  • Creating and configuring a new product
  • Adding a list of products using Excel
  • Quick control
  • Printing of price tags
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Inventory operations

  • Types of inventory operations
  • Products arrival
  • Products sales using an inventory operation
  • Products write-off using an inventory operation
  • Products relocation between storages
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Inventory reports

  • Inventory reports
  • Inventory balance
  • Product orders
  • Inventory operations report
  • Sales analysis
  • Analysis of consumable materials
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Payroll

  • Payroll module
  • How to configure calculation rules?
  • Creating new calculation rule
  • How to set calculation criteria?
  • Creating new calculation criteria
  • How to set a calculation chart?
See all articles

Calculation and accrual

  • Settlements
  • Priority payments
  • Daily calculation
  • Calculation for a time period
  • Rewards and penalties
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Working with accounts and cash registers

  • Accounts and cash registers
  • Creating and configuring new cash register
  • Transfer of funds from one cash register to another
  • New transaction
  • Items of expenditures/income (payment articles)
  • Creating new item of payment
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Working with suppliers and partners

  • Suppliers and Partners: information and editing
  • Creating and configuring suppliers and partners
  • Viewing supplier and partner transactions
  • Adding a list of suppliers from Excel
See all articles

Financial reports

  • Setting Up Payment Methods and Fees
  • Daily financial data
  • Financial documents
  • Financial operations report
  • Daily report
  • Financial P&L report
See all articles

Notifications

  • New WhatsApp Notification Pricing and Template Options
  • Notification Center in Altegio
  • Client appointment confirmation request
  • Follow-up invitation for no-show clients to schedule a new visit
  • Confirmation of client’s phone number in the online booking widget
  • How to connect to an SMS provider
See all articles

Online booking

New online booking widget

  • New Multi-Event Booking Feature in Altegio
  • Configuring available time slots for online booking in the new interface
  • Customizing the new online booking widget
  • Description of events for analytics
  • Setting the integration with Google Analytics
  • How to set up Client ID transfer
See all articles

Online booking settings

  • Online booking with membership
  • Online booking setup and options
  • Setting online booking
  • Online booking widgets
  • Creating an online widget for the chain
  • Personal account in Online booking widget
See all articles

Setting up online booking on partner sites

  • Online Booking with Altegio on Yandex Maps
  • Altegio Online booking on Google Maps
  • Online booking with Altegio on 2GIS maps.
See all articles

Online booking with social media

  • Online booking link in Instagram
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Adding an online booking to website

  • How to add online booking to your website
  • Adding 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 page
  • Adding an online booking form inside one of the website pages
  • Separate online booking forms for each employee or service
See all articles

Adding online booking to popular CMS

  • Adding an online booking to Google Sites
  • Adding an online booking to CMS WIX
  • Adding an online booking to CMS WordPress
  • Adding an online booking to CMS Joomla
  • Adding an online booking widget to TILDA
  • Adding a customized online booking button to Tilda
See all articles

Online booking analytics

  • Online booking analytics
  • Analytics setup for Facebook Pixel within Altegio widget
See all articles

Loyalty

Loyalty programs

  • Discount loyalty program
  • Bonus loyalty program
  • Referral program
  • Discount for online booking: automatic application of promotion
  • Creating and editing promotions
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Loyalty cards

  • Gift card types
  • Card types
  • Loyalty cards
  • Issuing loyalty cards to clients
  • Loyalty cards transactions
  • Paying for the appointment using loyalty cards and promotions
See all articles

Gift cards

  • Gift card types
  • Sale of gift cards
  • Paying for products and services with gift card
  • Report on gift cards
See all articles

Memberships

  • Creating a New Membership Type and Enabling Auto-Renewal
  • Membership types
  • Memberships sale
  • Payment for services with membership
  • Memberships import
  • Report on memberships
See all articles

Electronic loyalty cards

  • Boomerangme electronic cards
See all articles

Altegio settings for chains

Main chain settings

  • Main chain settings
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Chain services

  • Setting chain services
  • Migration and combination of chain services 
  • Subdivisions
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Chain staff

  • Setting chain staff
  • Merge into chain and chain staff unification 
  • Setting chain positions
See all articles

Chain users

  • User management in chains
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Chain client database

  • Chain client database
  • Customer chain card
  • Deposit accounts
See all articles

Chain inventory

  • Creating and setting chain products
  • Working with inventory in chain
  • Products archivation in chain
See all articles

Chain analytics

  • What tasks are solved by chain analytics and the client database?
  • Basic metrics in chain analytic
  • Services chain report
  • Staff chain report
See all articles

Setting IP telephony integration in chain

  • Setting IP telephony in chain
See all articles

Analytics

Analytics reports

  • Promotions report
  • Implementation of a plan
  • Basic metrics
  • Customer Retention
  • Customer retention and Returning customers
  • Occupancy
See all articles

Analytics settings

  • Setting the customer loss period
  • How does customer retention rate differ from repeated visits?
See all articles

Location overview

  • Overview > Summary
  • Overview > Appointments
  • Overview > Events
  • Overview > Reviews
  • Overview > Messages
  • Overview > Calls
See all articles

Personal account

User's personal account

  • User’s personal account
See all articles

Pricing Information

Pricing

  • Starting October 14, 2024 we are changing prices for Altegio subscription in Turkie
  • Starting August 1, 2024, the currency and pricing plans for the UAE will change
  • Preparing for Changes in Altegio’s Working Conditions
  • Updates to Altegio Service Terms
  • FAQ: Changes to Plan Conditions as of March 15th
  • From March 15th, we will be updating the terms of our plans
See all articles

Mobile applications

Employee mobile app

  • Administrator’s Personal Statistics in the Altegio Mobile App
  • Managing group events in the mobile application
  • Employee mobile app
  • Setting services in the mobile app
  • Setting employees in the mobile app
  • How to grant each employee access to their bookings in the mobile app
See all articles

Client mobile app

  • Altegio Mobile app global
  • Requirements for mobile app development
  • Creating an Apple App Store developer account
  • Setting up an individual entrepreneur account
  • Creating a company/organization account
  • Online Sale of Memberships and Gift Cards in Aunio
See all articles

Integrations

Promotion

  • Yandex Business Advertising Subscription (Kazakhstan)
See all articles

CRM integrations

  • Kommo and Altegio integration from Rubikon
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Loyalty (Integrations)

  • Promotional section within Online Booking Widget
  • Digital cards from LoyalCards
  • Digital cards from LoyalCards
  • Boomerangme electronic cards
See all articles

Integration with IP telephony providers

  • Implementing the Integration of Altegio with Kompaas IP Telephony
See all articles

Chat bots

  • Altegio & Chategy Connect ( SMS, WhatsApp & Telegram)
  • Altegio & Fromni. Chatbot (WhatsApp, Telegram,Instagram, Facebook and others)
  • Altegio & ChatApp (WhatsApp/ Telegram/ Viber/Social networks)
  • Altegio & Salon Chat-bot / Flowsell (Whatsapp/Telegram )
  • Altegio and Wahelp integration (WhatsApp, Instagram, Telegram bots)
  • Integration of Altegio and Fromni (sms notifications)
See all articles

SMS-provider integration

  • Setting Up WhatsApp Business with Altegio: Embedded Signup and Messaging Channels
  • Altegio & InterConnect Solutions (SMS)
  • Altegio и L-SIM
  • Altegio & Apifonica SMS
  • Altegio and SMS.to
  • Altegio and INTEL TELECOM (sms, Viber, email)
See all articles

Integration Marketplace

Placement in the Altegio Marketplace

  • Step-by-step guide to placement in the marketplace
  • Connecting the integration via the marketplace
  • Working with subscription payments in the marketplace
  • Disabling the integration through the Altegio marketplace
  • How an SMS aggregator can connect with the Altegio Marketplace
  • Filling in information about the application
See all articles

Documentation

  • Transferring user data when connecting the integration
  • How to set up registration via iframe
  • How to set up an integration connection across multiple branches
  • Application link generation
See all articles

A.L.T.E.G.I.O.: Automated Linked Technologies and Ecosystem Gateway for Intelligent Optimizations

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