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Promo materials

10

Altegio features
The benefits of Altegio Online Booking
What is business automation for?

Sign in and get started

6

Getting started with Altegio
Signing in to Altegio

Business setup

8

Group booking: managing group classes and events
Processing online orders for memberships/gift cards without connecting an online payment service
Services section access rights
Settings section overview
Staff access rights

Location

24

Brand settings
Contact details
Details
Gallery
Location Initial Settings: Quick Setup
New navigation in Altegio – Administration & Digital Schedule
System settings

Services

25

Adding categories and services
Assigning team members to services
Editing service categories
Importing services from Excel
Service packages (4HANDS+)
Services: How to Set Up Your Service Catalog and Improve Booking Efficiency
Setting service prices for team members
Translating service categories and services

Team

52

Adding an assistant
Adding team members
Assigning services to team members
Connecting team member’s Google Calendar
Editing work schedules
Managing the team list
Personal online booking settings
Positions
Team member additional settings
Team member card
Team member legal information
Team member notifications
Team Member Roles and Access Rights
Team: how to manage your team effectively and increase professional utilization
Work schedule (Team)

Resources

15

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

Add event to calendar (calendar with a plus sign)

Scheduling

8

Digital Schedule

23

Adding an assistant to an appointment
Appointment and events categories
Appointment statuses
Automatic recurring appointments
Booking appointments for visitors (using the same phone number)
Calendar Size
Chat features in the visit window in Altegio
Client search in the Appointment Calendar
Client’s last and middle names
Consumables write-off tab features
Custom fields
Digital schedule overview
Digital schedule settings
Digital schedule: how to manage the daily operations of the business
Editing team member’s work schedule in Appointment Calendar
Managing individual appointments
New Visit Window
Notification Center in Altegio
Notifications and Change history tabs features
Quick bar
Rescheduling appointments
Technical Breaks
Visit checkout

Group booking

6

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

Group of three abstract people icon representing a team or users

Client management

27

Adding a client
Client balance
Client base: how businesses use customer data for growth and retention
Client card fields
Client categories
Client Database
Filters in Client Database
Importing clients from Excel

Users

1

Prohibition sign: circle with a diagonal slash indicating not allowed

Access rights

12

All Clients section access rights
Appointment Calendar access rights
Billing and SMS mailings access rights
Booking window access rights
Finance access rights
Loyalty and online booking access rights
Notifications section access rights
Products access rights
Reports access rights
Services section access rights
Settings access rights
Staff access rights

Inventory

9

Automatic consumable write-off
Barcode scanners
Bills of materials
Creating and configuring a new bill of materials
Inventory management
Inventory: control of products, consumables, and sales
Setting up a new inventory
Stock-taking
Wholesale cost of products in inventory

Inventory management

5

Products arrival
Products relocation between storages
Products sales using an inventory operation
Products write-off using an inventory operation
Types of inventory operations

Inventory reports

8

Consumable Usage Analysis
Inventory balance
Inventory management report
Inventory reports
Product Orders
Product sales analysis
Turnover Analysis
Write-off Analysis

Payroll

14

Accounting for acquiring fees in payroll calculations
Assistant compensation settings
Creating new calculation criteria
Creating new calculation rule
Creating new payroll chart
General payroll calculation settings
How to configure calculation rules?
How to set a calculation chart?
How to set calculation criteria?
Setting up payroll accrual rules for receptionists
Simplified payroll setup for team member (group services)
Simplified payroll setup for team members (individual services)

Calculation and accrual

5

Bonuses and deductions
Calculation for a time period
Daily calculation
Priority payments
Settlements

Finance

12

Accounts and cash registers
Acquiring fee
Client Refunds
Creating and configuring new cash register
Creating new item of payment
Finance and analytics: how to control profit, expenses, and business performance
Financial operations
Items of expenditures/income (payment articles)
New transaction
Setting non-fiscal receipt
Transferring funds from one cash register to another
Uploading financial operations from Excel

Suppliers and Partners

4

Adding a list of suppliers from Excel
Creating and configuring suppliers and partners
Suppliers and Partners: information and editing
Viewing supplier and partner transactions

Financial reports

5

Daily Cash Desk Report
Daily financial data
Financial documents
Financial Report
Profit & Loss (P&L)

Client mobile app Altegio.me

7

Altegio.me mobile application for clients and business owners
Displaying Cashback in Altegio.me
Displaying Loyalty Payment and Purchased Products in Altegio.me Bookings
How to Disable Cashback Display in Altegio.me
Online Sale of Memberships and Gift Cards in Altegio.me
Placing Promotions (Stories) in Altegio.me

Notifications

12

How to connect an SMS provider
Legal aspects of SMS campaigns
Mass mailing clients
Notification Center in Altegio
Notification sending scenarios
Notification types: configuring templates
Notifications: how to automate communication with clients and team
Sent messages history
Setting up notifications
SMS notifications and their customization
Variables in notification templates
WebHook configuration

Client: Increased attendance

8

Appointment cancellation
Appointment cancellation (No-show)
Appointment changes
Appointment confirmation
Appointment reminder
Creating appointment via appointment calendar
Creating appointment via online booking widget
Invitation of no-show clients for a visit

Client: Quality control

1

Request feedback after a visit booked through the online booking widget/appointment calendar

Client: Retention

4

Birthday greeting
Discount expiration
Invitation for a follow-up visit
New discount

Client: Other

2

Client notification of successful online payment
Client number confirmation in the online booking widget

Receptionist

4

Appointment cancellation by client via online booking widget
Appointment creation by client/by receptionist
Appointment rescheduling made via online booking widget
Upcoming end of team member work schedule

Team member

4

Appointment cancellation by client or receptionist
Appointment cancellation by receptionist (Client No-show)
Appointment creation by client/receptionist
Appointment rescheduling by client or receptionist

Receptionist and team member

1

Subscription expiration

Types of notifications

7

Digital payments

2

Checkout

7

Configuring online payment in Altegio
How to Accept PIX Payments via PIX Key (Brazil)
Online sales of memberships and gift cards
Payment Methods and Fees
Prepayment in the online booking widget
Sending payment links from the visit window / via QR code
Setting up visit payment by link (sent via Email, SMS, and WhatsApp) / QR code

Payment system integrations

4

Adyen Integration: Setup and verification guide
MonoBank And LiqPay: The Easiest Ways to Accept Payments for Services Online (Ukraine)
Stripe Integration: Configuration guide
VivaWallet Integration: Seamless Online Payments

Online sales

4

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

Onboarding Altegio

17

Onboarding: Setting up team roles and access rights
Onboarding: configuring notifications through SMS provider and chatbots
Onboarding: configuring resources
Onboarding: financial accounting and payroll
Onboarding: first settings to start working in the Appointment Calendar
Onboarding: gift cards and client accounts [setting and using]
Onboarding: inventory [settings]
Onboarding: inventory [working with products]
Onboarding: loyalty program
Onboarding: memberships [setting and using]
Onboarding: memberships, gift cards and client accounts (deposits). Online sales widget
Onboarding: setting and adding online booking
Onboarding: setting group events
Onboarding: settings via the mobile app
Onboarding: Stripe and online payment for services [connection and configuration]
Onboarding: Stripe and online sales widget [connection and configuration]
Onboarding: working with the mobile app

Medical records

3

Current appointment
Medical card
Treatment Plans

Online booking

6

Altegio online booking in the Earlyone app
Altegio online booking on DOQ.kz
Altegio online booking on Yandex Maps (Yandex Maps)
Online booking link in Instagram
Personal Data Processing
Personal domain for Online Booking

New online booking widget

6

Configuring available time slots for online booking in the new interface
Description of events for analytics
How to set up Client ID transfer
Multi-Event Booking Feature in Altegio
Online booking design customization
Setting the integration with Google Analytics

Online booking settings

12

Booking steps settings
Creating an online widget for the chain
Does the system support online booking in several languages?
How to Add Links to Messengers and Social Media in Your Company Profile
Online booking settings
Online booking setup and options
Online booking widgets
Online booking with membership
Online booking: how to attract clients and manage bookings 24/7
Personal account in Online booking widget
Personal Data Processing
Personal domain for Online Booking

Setting up online booking on partner sites

6

Altegio online booking in the Earlyone app
Altegio online booking on DOQ.kz
Altegio Online booking on Google Maps
Altegio online booking on Yandex Maps (Yandex Maps)
Online booking with Altegio on 2GIS maps
Online Booking with Altegio on Yandex Maps

Online booking with social media

2

How to Integrate the “Book Now” Button for Instagram and Facebook
Online booking link in Instagram

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
New Subscription Plans and Platform Features Coming February 1st
Updates to Altegio Service Terms
VAT Number Validation for EU Clients

Mobile applications

7

Altegio mobile app for CIS countries
Client Categories in Mobile App
Managing Payments in the Mobile App
PUSH notifications
Setting a work schedule in the mobile app
Setting up service packages (4hands+ feature) in the mobile app

Adding an online booking to website

6

Adding an online booking button to your website
Adding an online booking button to your website (customized button)
Adding an online booking form to website pages
Adding several online booking widgets to one page
How to add online booking to your website
Setting up separate online booking forms for each team member or service

Employee mobile app

19

Altegio mobile app for team: business management
Analytics in the mobile app
Client Categories in Mobile App
Daily workload per month in the mobile app
How to grant each team member access to their bookings in the mobile app
Import and export of the client list
Managing group events in the mobile application
Managing Payments in the Mobile App
Receptionist’s Statistics in the Altegio Mobile App
Scaling in the mobile app
Setting a work schedule in the mobile app
Setting online booking in the mobile app
Setting push notifications in the mobile app
Setting services in the mobile app
Setting team members in the mobile app
Setting the work schedule of employees
Setting up service packages (4hands+ feature) in the mobile app
Weekly schedule in the mobile app

Branded mobile app

9

Altegio mobile app for CIS countries
Altegio Mobile app global
Creating a company/organization account
Creating an App Store developer account
PUSH notifications
Requirements for custom mobile app development
Setting up an individual entrepreneur account

Adding online booking to popular CMS

4

Adding an online booking to CMS Joomla
Adding an online booking to CMS WIX
Adding an online booking to CMS WordPress
Adding an online booking to Google Sites

Integrations

31

Additional chat settings in Altegio: auto-saving new clients
Additional chat settings in Altegio: incoming message notification
Altegio and Apifonica SMS
Altegio and AssistBot Integration (WhatsApp bot)
Altegio and ChatApp Integration
Altegio and MESSAGGIO.COM
Altegio and Notifier (Kazakhstan)
Altegio and Salon Chat-bot / Flowsell Integration (WhatsApp, Telegram)
Altegio and Smart-Metrika Integration: Business Analytics in Microsoft Power BI
Altegio and SMS Eight Group (Uzbekistan)
Altegio and SMS.to
Altegio and WAZAPA Integration (WhatsApp)
BondUs: Digital loyalty cards for Apple and Google Wallet
Boomerangme electronic cards
Connecting the Yandex Business Advertising Subscription
EasyTip Integration with Altegio
Fiscalization of Receipts in Spain (VERIFACTU / VERIFAC) in Altegio
How to Connect and Use the Altegio WhatsApp Notification Sender
How to Connect WhatsApp Coexistence in Altegio
Integration of Altegio with Uzum Bank (Uzbekistan)
Nota Fiscal Issuance Rules for Payments via Loyalty and Client Account Top-Ups
Pagar.me – Client Registration via PartnerHub
Setting up the Altegio integration with Beeline Virtual PBX (Kyrgyzstan)
Setting up the Altegio integration with Kcell Virtual PBX (Kazakhstan)
Setting up the Altegio integration with Phonet IP telephony
Step-by-step guide to placement in the marketplace
WAxSMS Integration
Working with the AlphaSMS provider
Working with the SMSPRO.KG provider (Kyrgyzstan and CIS)

Promotion

1

Yandex Business Advertising Subscription (Kazakhstan)

Loading spinner icon with six curved blades forming a circular motion to indicate progress.

AI Apps & Assistants

2

Altegio and AI Beauty Bot
ChatRex Integration with Altegio

Payment systems

6

Adyen Integration: Setup and verification guide
MonoBank And LiqPay: The Easiest Ways to Accept Payments for Services Online (Ukraine)
Pagar.me Integration
Stripe Integration: Configuration guide
TipTop Pay Integration: Configuration guide
VivaWallet Integration: Seamless Online Payments

Online booking analytics

3

Analytics setup for Facebook Pixel within Altegio widget
Online booking analytics
Setting up Facebook Pixel analytics in the Altegio online widget

CRM

1

Kommo and Altegio integration from Rubikon

Loyalty

5

BondUs: Digital loyalty cards for Apple and Google Wallet
Boomerangme electronic cards
Digital cards from LoyalCards
Promotional section within Online Booking Widget

Additional articles

4

How to find out the employee number (ID) in Altegio
How to find out the number (ID) of an online booking form (widget)
How to find out the service number (ID) in Altegio
How to find out your location number (ID) in Altegio

Telephony

12

Implementing the Integration of Altegio with Kompaas IP Telephony
Setting IP telephony in chain
Setting up pop-up call notifications
Setting up the Altegio integration with Beeline Virtual PBX (Kyrgyzstan)
Setting up the Altegio integration with Kcell Virtual PBX (Kazakhstan)
Setting up the Altegio integration with Moldcell Virtual PBX (Moldova)
Setting up the Altegio integration with Phonet IP telephony
Setting up the Altegio integration with Viva-MTS Virtual PBX (Armenia)

Loyalty & Marketing

7

Gift cards: How to receive revenue in advance and attract new clients
Loyalty Program in the Location
Loyalty programs: how to increase repeat visits and retain clients for the long term
Memberships: how to increase repeat visits and stabilize revenue

Chat bots

12

Altegio & ChatApp (WhatsApp/ Telegram/ Viber/Social networks)
Altegio & Fromni. Chatbot (WhatsApp, Telegram,Instagram, Facebook and others)
Altegio & Integrilla (Telegram + WhatsApp + SMS)
Altegio & Salon Chat-bot / Flowsell (Whatsapp/Telegram )
Altegio and AssistBot Integration (WhatsApp bot)
Altegio and ChatApp Integration
Altegio and Message.Help (WhatsApp, Instagram, Telegram, Viber bots, Sms)
Altegio and Salon Chat-bot / Flowsell Integration (WhatsApp, Telegram)
Altegio and Wahelp integration (WhatsApp, Instagram, Telegram bots)
Altegio and WAZAPA Integration (WhatsApp)
Integration of Altegio and Fromni (sms notifications)
Revvy — Notifications and Reviews on Maps via WhatsApp

Loyalty programs

6

Bonus loyalty program
Creating and editing promotions
Discount for online booking: automatic application of promotion
Discount loyalty program
Loyalty programs: how to increase repeat visits and retain clients for the long term
Referral program

SMS-providers

18

Altegio & Apifonica SMS
Altegio & InterConnect Solutions (SMS)
Altegio & MESSAGGIO.COM (SMS, Viber, and WhatsApp messages)
Altegio and Fromni (sms notifications)
Altegio and Apifonica SMS
Altegio and INTEL TELECOM (sms, Viber, email)
Altegio and MESSAGGIO.COM
Altegio and Notifier (Kazakhstan)
Altegio and SMS Eight Group (Uzbekistan)
Altegio and SMS.to
Altegio and SMS.to
Altegio и L-SIM
Balance top-up
New WhatsApp Notification Pricing and Template Options
Setting Up WhatsApp Business with Altegio: Embedded Signup and Messaging Channels
WAxSMS Integration
Working with the AlphaSMS provider
Working with the SMSPRO.KG provider (Kyrgyzstan and CIS)

Analytics

2

Altegio and Smart-Metrika Integration: Business Analytics in Microsoft Power BI
Altegio and Smart-Metrika: Business Intelligence in Microsoft Power BI

Loyalty cards

7

Card types
Gift card types
Issuing loyalty cards to clients
Loyalty cards
Loyalty cards transactions
Paying for the appointment using loyalty cards and promotions

Integration Marketplace

6

App pricing plans
EasyTip Integration with Altegio
How an SMS aggregator can get into the Altegio Marketplace
How to Get API Keys
Installing Webhooks via a Private App in the Marketplace
Monetization

Placement in the Altegio Marketplace

14

Access to the API
App pricing plans
Application costs
Application moderation
Connecting integrations via the marketplace
Disconnecting integrations through the Altegio marketplace
Filling in information about the application
How an SMS aggregator can connect with the Altegio Marketplace
How an SMS aggregator can get into the Altegio Marketplace
How to continue using your integration after hiding the WebHook section
Monetization
Monetization
Step-by-step guide to placement in the marketplace
Working with subscription payments in the marketplace

Gift cards

5

Gift card types
Gift cards: How to receive revenue in advance and attract new clients
Paying for products and services with gift card
Report on gift cards
Sale of gift cards

Documentation

4

Application link generation
How to set up registration via iframe
Setting up integration connection across multiple locations
Transferring user data when connecting the integration

Memberships

12

Archiving membership types in chain
Automatic activation of membership
Automatic debiting from membership
Creating a New Membership Type and Enabling Auto-Renewal
Freezing memberships
Membership notifications
Membership types
Memberships import
Memberships sale
Memberships: how to increase repeat visits and stabilize revenue
Payment for services with membership
Report on memberships

Electronic loyalty cards

2

Boomerangme electronic cards

Chain settings

2

Chain settings: how to manage a location chain and scale your business
Reports: Appointments

Main chain settings

4

Chain settings: how to manage a location chain and scale your business
Main chain settings
Setting IP telephony in chain

Chain services

3

Migration and combination of chain services
Setting chain services
Subdivisions

Chain staff

3

Merge into chain and chain team unification
Setting chain positions
Setting chain team

Chain users

1

User management in chains

Chain client database

3

Chain client database
Client accounts (deposit)
Client chain card

Chain inventory

3

Creating and setting chain products
Products archivation in chain
Working with inventory in chain

Chain analytics

17

Basic metrics in chain analytics
Breakdown by Days
Breakdown by Locations
Breakdown by Parameters
Chain Analytics Report for Services
Chain Analytics Report for Team
HR report
Key Chain Analytics Metrics
Revenue plans
Services chain report
Staff chain report
What tasks are solved by chain analytics and the client database?

Analytics

2

Analytics in Altegio: how to make decisions based on data
Basic metrics in chain analytics

Reports

2

Main Dashboard

Attendance analytics

5

Appointments
Events
Return rate
Team members workload
Visits

Security analytics

2

Data changes
Data exports

Sales analytics

4

Sales by Clients Report
Sales by Services Report
Sales by Team Members Report
Team Performance Over Time Report

Analytics settings

6

Client retention and Returning clients
How does customer retention rate differ from repeated visits?
Setting the customer loss period

Marketing analytics

7

Call Logs
Messages
Promotions Effectiveness Report
Reviews

User’s personal account

10

How to delete your location in Altegio
Securing your data in Altegio
User’s personal account

Tips

1

Altegio and EasyTip (UAE)

Products

6

Adding a list of products using Excel
Adding a product
Creating and configuring a new category of products
Printing of price tags
Products. Initial setup
Quick control

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A user with access to Backoffice services — typically an Altegio employee or someone with elevated administrative rights.

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