Working with Client Database
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Client base: how businesses use customer data for growth and retention
The client base in Altegio is created automatically. Every time a client books online or through an administrator, their visit history, purchases, payments, and…
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Client categories
You can easily categorize clients in Altegio based on certain criteria by assigning them to different categories. Categories are represented by colorful tags with…
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Client’s balance
The balance represents the difference between the sums paid by the client and the cost of services provided and products sold to them. This…
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All Clients section filters
In the Clients > All Clients section, you can use a range of filters to segment your clients. This will allow you to create…
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Uploading a list of clients from Excel
Copy and paste Paste data you copied from the spreadsheet and click Upload. Upload file Select the Upload a file option in the upper…
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Information in client’s card
In the client’s card, you can access sections that contain all the information you have on the client, such as personal details, booking history,…
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Creating a new client
Using the All Clients section you can add a new client manually or uploading a list of clients from Excel spreadsheet (read about this…
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All Clients
In the Clients > All Clients section, you can access information about all the clients who have ever visited your business. This list provides…