Business setup

Configure your location, services, staff, resources and bookings before going live.

154 articles in this section

Location Initial Settings: Quick Setup Brand settings Contact details Gallery Details System settings

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

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

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

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

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

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 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 Creating and configuring new cash register 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 Profit & Loss (P&L) Daily Cash Desk Report Financial documents Daily financial data

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 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 New WhatsApp Notification Pricing and Template Options

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 Online sales of memberships and gift cards Processing online orders without integrating an online payment service

How to delete your location in Altegio

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: inventory [settings] 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 Medical card Treatment Plans