Altegio settings - Altegio Support

Company Initial Settings: Quick Setup System settings Company details Company photo Contact details General information

Services: How to Set Up Your Service Catalog and Improve Booking Efficiency Setting up Service Packages (4HANDS+ Feature) Adding categories and services Assigning team to services Translating categories and services into other languages How to add a list of services using Excel Configuring and editing services Configuring and editing service categories Setting service prices for team members

Team: how to manage your team effectively and increase professional utilization Adding and setting up an assistant Setting up online booking for a team member Team member’s card overview Configuring team member’s work schedule Team Member Roles and Access Rights Team Member Positions Connecting team member’s Google Calendar Editing team member’s work schedule in Appointment Calendar Work schedule (Team) Configuring team member’s services Team member settings (additional) Securing your data in Altegio Team member legal information Setting up user notifications for team members Adding team members and their Information Team members list management

Selecting resources for appointment Assigning resources to services Creating and configuring resources Resources

Digital schedule: how to manage the daily operations of the business Adding an assistant to an appointment Chat features in the visit window in Altegio Technical Breaks New Visit Window Quick bar Custom fields Booking appointments for visitors (using the same phone number) Appointment and events categories Consumables write-off tab features Notifications and Change history tabs features Automatic recurring appointments Visit checkout Rescheduling appointments Appointment statuses Working with individual appointments Working with the Appointment Calendar Calendar Size Appointment Calendar settings Client’s last and middle names Client search in the Appointment Calendar

Group booking: managing group classes and events Events set up Visit Schedule for Group Events Events Schedule Making bookings for online classes

Client base: how businesses use customer data for growth and retention Client categories Client’s balance All Clients section filters Uploading a list of clients from Excel Information in client’s card Creating a new client All Clients

Notifications section access rights Services section access rights Staff access rights Billing and SMS mailings access rights Loyalty and online booking access rights Reports access rights All Clients section access rights Settings access rights Products access rights Finance access rights Booking window access rights Appointment Calendar access rights

Inventory: control of products, consumables, and sales Barcode scanners Stock-taking Creating and configuring a new bill of materials Bills of materials Configuring automatic writing off of consumables Wholesale cost of products in inventory Inventory management Creating and configuring a new inventory

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

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

Write-off Analysis Turnover Analysis Consumable Usage Analysis Product sales analysis Inventory management report Product Orders Inventory balance Inventory reports

Simplified payroll setup for team members (individual services) Simplified payroll setup for team member (group services) Setting up payroll accrual rules for receptionists Assistant compensation settings General payroll calculation settings Accounting for acquiring fees in payroll calculations Creating new payroll chart How to set a calculation chart? Creating new calculation criteria How to set calculation criteria? Creating new calculation rule How to configure calculation rules?

Bonuses and deductions Calculation for a time period Daily calculation Priority payments Settlements

Finance and analytics: how to control profit, expenses, and business performance Client Refunds Uploading financial operations from Excel Items of expenditures/income (payment articles) Setting non-fiscal receipt Acquiring fee Creating new item of payment New transaction Transferring funds from one cash register to another Creating and configuring new cash register Financial operations Accounts and cash registers

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

Financial Report Daily financial data Financial documents Daily Cash Desk Report Profit & Loss (P&L)

Notifications: how to automate communication with clients and team Legal aspects of SMS campaigns Notification sending scenarios Balance top-up New WhatsApp Notification Pricing and Template Options WebHook configuration Turning off SMS notifications when receptionist creates a booking Sent messages history SMS notifications and their customization Setting up notifications How to connect to an SMS provider Confirmation of client’s phone number in the online booking widget Follow-up invitation for no-show clients to schedule a new visit Client appointment confirmation request Notification Center in Altegio

Variables in notification templates Cancelling an appointment using the “No- show” status Notification sending scenarios Subscription expiration Appointment cancellation by client or receptionist Reschedule appointment by client or receptionist Creating an appointment by a client/administrator (for team member) Imminent end of work schedule Appointment cancellation by client via online booking widget for receptionist Reschedule a booking made via online widget Creating a booking via online booking widget/Appointment Calendar for receptionist Successful online payment confirmation Discount expiration New discount Send Happy Birthday greetings Invitation for a follow-up visit Request a review after the visit booked via online booking widget/Appointment Calendar Appointment reminder Delete a booking made via online booking widget Appointment confirmation notification Creating a booking via Appointment Calendar Creating a booking via online booking widget Mass mailing clients Types of notifications and configuring their templates Notification about booking changes

Online booking: how to attract clients and manage bookings 24/7 Processing online orders for memberships/gift cards without connecting an online payment service Processing online orders without integrating an online payment service Online sales of memberships and gift cards

How to delete your location in Altegio

Onboarding: inventory [settings] Onboarding: working with the mobile app Onboarding: settings via the mobile app Onboarding: configuring notifications through SMS provider and chatbots Onboarding: Setting up team roles and access rights Onboarding: Stripe and online sales widget [connection and configuration] Onboarding: Stripe and online payment for services [connection and configuration] Onboarding: memberships [setting and using] Onboarding: gift cards and client accounts [setting and using] Onboarding: memberships, gift cards and client accounts (deposits). Online sales widget Onboarding: loyalty program Onboarding: financial accounting and payroll Onboarding: inventory [working with products] Onboarding: setting and adding online booking Onboarding: configuring resources Onboarding: setting group events Onboarding: first settings to start working in the Appointment Calendar

Current appointment Treatment Plans Medical card