The client base in Altegio is created automatically. Every time a client books online or through an administrator, their visit history, purchases, payments, and communication records are saved. This is not just a contact list — it is a tool that helps businesses bring back lost clients, increase average spend, and build a level of service that clients truly notice.
Working with the appointment calendar
The client’s full history is always available to the administrator
When a client calls or comes to reception, the administrator opens the profile and immediately sees everything: contact details, number of visits, total spending, applied discounts, service history, and message history. There is no need to ask additional questions — all the information is already there.
This is especially important in conflict situations or when working with loyal clients who expect to be remembered.
Working with bookings
Segmentation: the right message for the right client
Filters allow you to build client lists based on any conditions. You can find people who have not visited for a long time, select clients with a high average bill, prepare a list of birthdays for next week, or identify those whose membership is about to expire.
For example, a salon notices that a group of clients has not visited for more than two months. The administrator creates a list using a filter and sends them a personalized offer. Some of them book again without any advertising budget and without manual work with each contact separately.
Client categories: staff immediately understand who they are dealing with
Categories such as “Regular,” “VIP,” “New client,” and “Requires booking confirmation” are displayed in the client profile and directly in the appointment calendar. The administrator sees the category before the visit even starts and can prepare the appropriate level of service in advance.
If a VIP client is in the schedule, this is visible at a glance, and the service approach can be adjusted accordingly.
Bulk actions: marketing without manual work
After filtering the list, you can act on the entire group at once: send SMS, email, or push notifications, assign clients to a category, or export the list to Excel for analysis. A campaign can be launched in just a few clicks, without manually processing every contact.
Online booking control
If a client regularly cancels appointments or breaks the rules, their online booking can be restricted. The client remains in the database, but can book only through an administrator. This protects the schedule from unreliable bookings and reduces the number of empty slots.
Client balance and payment control
The client profile displays the balance: debts, advances, and deposits. If the client has made a prepayment, the administrator sees this immediately when creating the next booking, without needing to clarify or ask extra questions.
One shared database for a branch network
If a company operates across several branches, the client database can be shared. The client’s visit history and preferences are available in any branch. Employees see the full picture regardless of where the client visited last time. The client receives the same level of service at every location in the network.
Customizing the client list for team tasks
The client list can be adapted to specific tasks: you can hide or show the necessary columns, sort by total spending, date of the last visit, or other parameters. For example, sorting by spending immediately shows the most profitable clients — the ones worth focusing on first for retention efforts.
If the client list is already maintained in a spreadsheet or another system, it can be imported into Altegio through Excel, without manual entry of every contact.
Setting up and using client base features
To configure work with the client base and use all its capabilities, refer to the instructions in the articles in this section. There you will find detailed recommendations for working with each tool.
