Client mobile app Altegio.me
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Adding online booking to popular CMS
1
Tips
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Placement in the Altegio Marketplace
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How an SMS aggregator can get into the Altegio Marketplace
App pricing plans
Monetization
Application moderation
Application costs
How to continue using your integration after hiding the WebHook section
Access to the API
Monetization
Filling in information about the application
How an SMS aggregator can connect with the Altegio Marketplace
Integration Marketplace
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SMS-provider integration
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WAxSMS Integration
Working with the AlphaSMS provider
Altegio and Notifier (Kazakhstan)
Altegio and MESSAGGIO.COM
Working with the SMSPRO.KG provider (Kyrgyzstan and CIS)
Altegio and SMS Eight Group (Uzbekistan)
Altegio and SMS.to
Altegio and Apifonica SMS
Altegio & MESSAGGIO.COM (SMS, Viber, and WhatsApp messages)
Altegio and Fromni (sms notifications)
Chat bots
13
Altegio and AssistBot Integration (WhatsApp bot)
Altegio and WAZAPA Integration (WhatsApp)
Altegio and Salon Chat-bot / Flowsell Integration (WhatsApp, Telegram)
Altegio and ChatApp Integration
Altegio and AI Beauty Bot
Altegio & Integrilla (Telegram + WhatsApp + SMS)
Altegio and Message.Help (WhatsApp, Instagram, Telegram, Viber bots, Sms)
Revvy — Notifications and Reviews on Maps via WhatsApp
Integration of Altegio and Fromni (sms notifications)
Altegio and Wahelp integration (WhatsApp, Instagram, Telegram bots)
Integration with IP telephony providers
5
Setting up the Altegio integration with Viva-MTS Virtual PBX (Armenia)
Setting up the Altegio integration with Phonet IP telephony
Setting up the Altegio integration with Kcell Virtual PBX (Kazakhstan)
Setting up the Altegio integration with Beeline Virtual PBX (Kyrgyzstan)
Implementing the Integration of Altegio with Kompaas IP Telephony
CRM integrations
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Integrations
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Fiscalization of Receipts in Spain (VERIFACTU / VERIFAC) in Altegio
Adyen Integration: Setup and verification guide
Step-by-step guide to placement in the marketplace
Altegio and Smart-Metrika Integration: Business Analytics in Microsoft Power BI
WAxSMS Integration
Working with the AlphaSMS provider
Altegio and Notifier (Kazakhstan)
Altegio and MESSAGGIO.COM
Working with the SMSPRO.KG provider (Kyrgyzstan and CIS)
Altegio and SMS Eight Group (Uzbekistan)
Client mobile app
14
Altegio mobile app for CIS countries
PUSH notifications
How to Disable Cashback Display in Altegio.me
Placing Promotions (Stories) in Altegio.me
Displaying Loyalty Payment and Purchased Products in Altegio.me Bookings
Online Sale of Memberships and Gift Cards in Altegio.me
Altegio.me mobile application for clients and business owners
Creating a company/organization account
Setting up an individual entrepreneur account
Creating an App Store developer account
Employee mobile app
19
Setting a work schedule in the mobile app
Setting up service packages (4hands+ feature) in the mobile app
Managing Payments in the Mobile App
Client Categories in Mobile App
Analytics in the mobile app
Setting push notifications in the mobile app
Import and export of the client list
Daily workload per month in the mobile app
Weekly schedule in the mobile app
Scaling in the mobile app
User’s personal account
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Location overview
8
Setting IP telephony integration in chain
3
Chain analytics
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Chain Analytics Report for Team
Chain Analytics Report for Services
Breakdown by Parameters
Breakdown by Days
Breakdown by Locations
Key Chain Analytics Metrics
Staff chain report
Services chain report
Basic metrics in chain analytics
What tasks are solved by chain analytics and the client database?
Chain client database
3
Chain users
1
Altegio settings for chains
2
Electronic loyalty cards
1
Memberships
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Memberships: how to increase repeat visits and stabilize revenue
Archiving membership types in chain
Automatic activation of membership
Automatic debiting from membership
Membership notifications
Freezing memberships
Report on memberships
Memberships import
Payment for services with membership
Memberships sale
Adding an online booking to website
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Setting up separate online booking forms for each team member or service
Adding an online booking form to website pages
Adding several online booking widgets to one page
Adding an online booking button to your website (customized button)
Adding an online booking button to your website
How to add online booking to your website
Online booking with social media
3
Online booking settings
12
Online booking: how to attract clients and manage bookings 24/7
Personal Data Processing
Personal domain for Online Booking
How to Add Links to Messengers and Social Media in Your Company Profile
Does the system support online booking in several languages?
Booking steps settings
Personal account in Online booking widget
Creating an online widget for the chain
Online booking widgets
Online booking settings
Online booking
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Medical records
3
Onboarding Altegio
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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
Deleting Location
1
Cashless payment
11
Setting up visit payment by link (sent via Email, SMS, and WhatsApp) / QR code
How to Accept PIX Payments via PIX Key
Sending payment links from the visit window / via QR code
Configuring online payment in Altegio
Stripe online payment
Prepayment in the online booking widget
Seamless Online Payments with VivaWallet and Altegio Integration
Online payment settings in Altegio
MonoBank And LiqPay: The Easiest Ways to Accept Payments for Services Online
Types of notifications
25
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
Notifications
15
Notifications: how to automate communication with clients and team
Legal aspects of SMS campaigns
Notification sending scenarios
WebHook configuration
Turning off SMS notifications when receptionist creates a booking
Sent messages history
SMS notifications and their customization
Setting up notifications
Balance top-up
How to connect to an SMS provider
Financial reports
5
Working with accounts and cash registers
13
Finance and analytics: how to control profit, expenses, and business performance
Financial operations
Uploading financial operations from Excel
Client Refunds
Setting non-fiscal receipt
Acquiring fee
Creating new item of payment
Items of expenditures/income (payment articles)
New transaction
Transferring funds from one cash register to another
Calculation and accrual
5
Payroll
14
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?
Inventory
9
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
User access rights
12
Users
1
How to work with the Appointment Calendar
22
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
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
Staff
33
Team: how to manage your team effectively and increase professional utilization
Setting up user notifications for team members
Team Member Roles and Access Rights
Adding and setting up an assistant
Securing your data in Altegio
Setting up online booking for a team member
Team member’s card overview
Team Member Positions
Connecting team member’s Google Calendar
Editing team member’s work schedule in Appointment Calendar
Services
19
Services: How to Set Up Your Service Catalog and Improve Booking Efficiency
Adding categories and services
Setting up Service Packages (4HANDS+ Feature)
Translating categories and services into other languages
Assigning team to services
How to add a list of services using Excel
Configuring and editing services
Configuring and editing service categories
Setting service prices for team members
Initial location settings
15
Altegio settings
14
Notifications section access rights
Services section access rights
Staff access rights
Finance and analytics: how to control profit, expenses, and business performance
Notifications: how to automate communication with clients and team
Group booking: managing group classes and events
Processing online orders for memberships/gift cards without connecting an online payment service
Settings section overview
New navigation in Altegio – Administration & Digital Schedule
Sign in and get started
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