Knowledge Base
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Fiscalization of Receipts in Spain (VERIFACTU / VERIFAC) in Altegio
To simplify business operations in Spain and ensure compliance with new legal requirements, Altegio is launching an integration with the VERIFAC service to transmit…
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Notifications section access rights
In the Notifications permissions section, you can control whether a user has access to notification settings in the system. These permissions determine whether a…
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Services section access rights
In the Services permissions section, you can define which actions a user is allowed to perform when creating, editing, assigning, and deleting services. These…
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Staff access rights
In the Staff access rights section, you can control which actions a user is allowed to perform when working with team members, positions, and…
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Memberships: how to increase repeat visits and stabilize revenue
Memberships in Altegio allow businesses to sell service packages in advance and encourage clients to return regularly. The client pays upfront and comes back…
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Gift cards: How to receive revenue in advance and attract new clients
In Altegio, gift cards are more than just a gift product. A business gets paid before the visit takes place, loyal clients give gift…
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Loyalty programs: how to increase repeat visits and retain clients for the long term
Acquiring a new client costs a business several times more than retaining an existing one. This is exactly where loyalty programs deliver the greatest…
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Chain settings: how to manage a location chain and scale your business
When a business grows beyond a single location, management becomes more complex. Schedules, team members, services, customer records, and analytics all need to be…
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Analytics in Altegio: how to make decisions based on data
The Analytics section in Altegio collects data on every visit, client, employee, and service, and turns it into reports that help you understand what…
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Online booking: how to attract clients and manage bookings 24/7
Online booking in Altegio allows clients to book services on their own at any time, without calls or administrator involvement. The booking automatically appears…
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Team: how to manage your team effectively and increase professional utilization
The Team section helps build a transparent team management system: assign services to specialists, control schedules, manage online booking, and calculate payroll automatically. Proper…
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Digital schedule: how to manage the daily operations of the business
The digital calendar is the central working tool in Altegio. This is where administrators create bookings, accept payments, and communicate with clients, managers monitor…
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Client base: how businesses use customer data for growth and retention
The client base in Altegio is created automatically. Every time a client books online or through an administrator, their visit history, purchases, payments, and…
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Finance and analytics: how to control profit, expenses, and business performance
The Finance section in Altegio gives a complete picture of money movement: income, expenses, cash register operations, employee payouts, commissions, and refunds. Combined with…
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Notifications: how to automate communication with clients and team
The Notifications section in Altegio automates communication with clients and team at every stage of work, from appointment confirmation to repeat-visit invitations. The system…
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Group booking: managing group classes and events
Group booking in Altegio helps organize classes, courses, and events where several clients participate at the same time. All actions related to participants—booking, payment,…
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Processing online orders for memberships/gift cards without connecting an online payment service
If you connected an online payment acceptance service when setting up online sales of memberships and gift cards, order processing and status updates will…
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Personal Data Processing
What is it and why is it needed? Altegio helps clients keep the online booking form compliant with legal requirements. The personal data processing…
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Variables in notification templates
Variables are dynamic values in notification templates that will be replaced with specific data about the client, location, service, appointment, or team member, as…
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Legal aspects of SMS campaigns
Promoting goods and services via SMS campaigns is an effective marketing tactic that helps retain existing clients and attract new ones. However, it’s important…
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Adding an assistant to an appointment
The system lets you use assistants when providing services during appointments. You can assign one or several assistants to a single appointment — they…
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Adding and setting up an assistant
In the system, you can add assistants who help deliver services during an appointment. An assistant participates in the appointment together with the main…