Documentation 4 Application link generation Setting up integration connection across multiple locations How to set up registration via iframe Transferring user data when connecting the integration
Placement in the Altegio Marketplace 14 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 8 Adyen Integration: Setup and verification guide How an SMS aggregator can get into the Altegio Marketplace App pricing plans Monetization How to Get API Keys Installing Webhooks via a Private App in the Marketplace ChatRex Integration with Altegio EasyTip Integration with Altegio
Integrating with Power BI 2 Altegio and Smart-Metrika Integration: Business Analytics in Microsoft Power BI Altegio and Smart-Metrika: Business Intelligence in Microsoft Power BI
SMS-provider integration 16 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
Loyalty (Integrations) 4 BondUs: Digital loyalty cards for Apple and Google Wallet Boomerangme electronic cards Digital cards from LoyalCards Promotional section within Online Booking Widget
Integrations 36 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
Mobile applications 7 Altegio mobile app for CIS countries PUSH notifications 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
Pricing 5 How to add additional team members to your plan How to Prepare for Access Changes and Pay Only for the Team Members You Really Need Updates to Altegio Service Terms VAT Number Validation for EU Clients New Subscription Plans and Platform Features Coming February 1st
Analytics settings 2 How does customer retention rate differ from repeated visits? Setting the customer loss period
Analytics reports 12 HR report Sales by Clients Report Sales by Services Report Team Performance Over Time Report Sales by Team Report Team Occupancy Client retention and Returning clients Client Retention Main Dashboard Revenue plans
Analytics 2 Analytics in Altegio: how to make decisions based on data Basic metrics in chain analytics
Setting IP telephony integration in chain 3 Setting up the Altegio integration with Moldcell Virtual PBX (Moldova) Setting up pop-up call notifications Setting IP telephony in chain
Chain analytics 10 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 inventory 3 Products archivation in chain Working with inventory in chain Creating and setting chain products
Main chain settings 3 Chain settings: how to manage a location chain and scale your business Setting up pop-up call notifications Main chain settings
Altegio settings for chains 2 Chain settings: how to manage a location chain and scale your business Reports: Appointments
Memberships 12 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
Gift cards 5 Gift cards: How to receive revenue in advance and attract new clients Report on gift cards Paying for products and services with gift card Sale of gift cards Gift card types
Loyalty cards 6 Gift card types Paying for the appointment using loyalty cards and promotions Loyalty cards transactions Issuing loyalty cards to clients Loyalty cards Card types
Loyalty programs 6 Loyalty programs: how to increase repeat visits and retain clients for the long term Creating and editing promotions Discount for online booking: automatic application of promotion Referral program Bonus loyalty program Discount loyalty program
Loyalty 7 Memberships: how to increase repeat visits and stabilize revenue Gift cards: How to receive revenue in advance and attract new clients Loyalty programs: how to increase repeat visits and retain clients for the long term Loyalty Program in the Location
Additional articles 4 How to find out the employee number (ID) in Altegio How to find out the service number (ID) in Altegio How to find out the number (ID) of an online booking form (widget) How to find out your location number (ID) in Altegio
Online booking analytics 3 Setting up Facebook Pixel analytics in the Altegio online widget Analytics setup for Facebook Pixel within Altegio widget Online booking analytics
Adding online booking to popular CMS 6 Adding a customized online booking button to Tilda Adding an online booking widget to TILDA Adding an online booking to CMS Joomla Adding an online booking to CMS WordPress Adding an online booking to CMS WIX Adding an online booking to Google Sites
Adding an online booking to website 6 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 link in Instagram Online booking link in Instagram How to Integrate the “Book Now” Button for Instagram and Facebook
Setting up online booking on partner sites 6 Altegio online booking on Yandex Maps (Yandex Maps) Altegio online booking on DOQ.kz Altegio online booking in the Earlyone app Online booking with Altegio on 2GIS maps Altegio Online booking on Google Maps Online Booking with Altegio on Yandex Maps
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
New online booking widget 6 How to set up Client ID transfer Setting the integration with Google Analytics Description of events for analytics Online booking design customization Configuring available time slots for online booking in the new interface Multi-Event Booking Feature in Altegio
Online booking 7 Online booking: how to attract clients and manage bookings 24/7 Personal Data Processing Personal domain for Online Booking Altegio online booking on Yandex Maps (Yandex Maps) Altegio online booking on DOQ.kz Altegio online booking in the Earlyone app Online booking link in Instagram
Onboarding Altegio 17 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
Online sales 5 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
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 Financial Report Profit & Loss (P&L) Daily Cash Desk Report Financial documents Daily financial data
Working with suppliers and partners 4 Adding a list of suppliers from Excel Viewing supplier and partner transactions Creating and configuring suppliers and partners Suppliers and Partners: information and editing
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 Bonuses and deductions Calculation for a time period Daily calculation Priority payments Settlements
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 reports 8 Write-off Analysis Turnover Analysis Consumable Usage Analysis Product sales analysis Inventory management report Product Orders Inventory balance Inventory reports
Inventory operations 5 Products relocation between storages Products write-off using an inventory operation Products sales using an inventory operation Products arrival Types of inventory operations
Working with products 6 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
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 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
Working with Client Database 8 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
Group booking 6 Group booking: managing group classes and events Events set up Visit Schedule for Group Events Events Schedule Making bookings for online classes
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
Resources 4 Selecting resources for appointment Assigning resources to services Creating and configuring resources Resources
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 Company Initial Settings: Quick Setup System settings Company details Company photo General information Contact details
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
Promo materials 10 Altegio features What is business automation for? The benefits of Altegio Online Booking