Onboarding Altegio
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Onboarding: working with the mobile app
When all the settings are done, see the instruction how to work in Appointment calendar using the mobile app. Additional features: In mobile app…
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Onboarding: settings via the mobile app
To set up Altegio via smartphone or tablet, download the app: Next steps: In addition you can configure:
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Onboarding: configuring notifications through SMS provider and chatbots
Altegio lets you notify and keep both new and returning clients informed using SMS, push notifications, and chatbots: To send messages via SMS aggregators…
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Onboarding: Setting up team roles and access rights
Configuring access rights secures important information (i.e., client database) and allows the person in charge to control what team members do in Altegio.
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Onboarding: Stripe and online sales widget [connection and configuration]
Give your client the opportunity to buy a gift card or a membership online. Gift cards and memberships are always relevant, on the eve…
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Onboarding: Stripe and online payment for services [connection and configuration]
Connect Stripe to receive payments from clients when online booking. This functionality provides many advantages: It is necessary for you:
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Onboarding: memberships [setting and using]
Start the sale of memberships now, they will help you to increase the income and get rid of accounting errors. Memberships: Additional memberships features:…
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Onboarding: gift cards and client accounts [setting and using]
How to configure and use: Gift cards: Client accounts (deposit): See the instruction and learn how to set up and use client accounts (deposits).
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Onboarding: memberships, gift cards and client accounts (deposits). Online sales widget
How to configure and use: Gift cards: Memberships: Additional memberships features: freezing, automatic activation, automatic debiting from memberships, notifications, archiving of membership types. You…
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Onboarding: loyalty program
Loyalty program allows you to establish customers that bring you the most profit. You’ll be able to offer individual terms to this audience and…
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Onboarding: inventory [working with products]
When the necessary settings for the Inventory have been successfully completed, see how to work with it correctly: In addition, we recommend you to…
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Onboarding: inventory [settings]
The Inventory module is designed for stock control and to write-off of consumables while the provision of services. To start working with the Inventory module you’ll…
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Onboarding: setting and adding online booking
After completing the initial setup, you can enable online booking for your clients: If you have trouble setting up online booking, email us at…
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Onboarding: configuring resources
Resources allow an opportunity to create an appointment for a service only if there are free resources to provide it. Attaching resources to services…
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Onboarding: setting group events
To start working with group bookings in Altegio, first it is necessary to: When the presetting is done, you can start creating an event…
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Onboarding: first settings to start working in the Appointment Calendar
To start working with the Appointment Book, you only need to complete a couple of steps. Do them right now — it won’t take…