{"id":40432,"date":"2026-08-26T10:35:38","date_gmt":"2026-08-26T10:35:38","guid":{"rendered":""},"modified":"2026-09-09T12:02:41","modified_gmt":"2026-09-09T12:02:41","slug":"client-base","status":"publish","type":"page","link":"https:\/\/alteg.io\/es\/client-base\/","title":{"rendered":"Client Management Software for Service Business"},"content":{"rendered":"
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\n \t\t\t\\<\/span>\n\t\t\t\t\tCartera de clientes<\/span>\n\t\t\n<\/div>\n\t\t\t

Client management software for appointment-based business<\/h1>\n\t\t\t\t\t

Altegio runs your whole service business in one system: team member\u2019s schedule, clients, payroll, loyalty program and inventory. Each client has a detailed visit history and the notes your team needs for a better service<\/p>\n\t\t

\n \t\t\tClient profile<\/span>\n\t\t\t\t\tVisitar la historia<\/span>\n\t\t\t\t\tPayments and balances<\/span>\n\t\t\t\t\tClient Categories<\/span>\n\t\t\t\t\tFilters<\/span>\n\t\t\t\t\tBulk messages<\/span>\n\t\t\n<\/div>\n
\n \t\t\t\n\t\tStart your free trial\n\t<\/a>\t\t\t\t\t\n\t\tSee how it works\n\t<\/a>\t\t\n<\/div>\n\t\t\t

7 days free \u00b7 no credit card \u00b7 free migration<\/p>\n\t\t

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\n \n<\/div>\n\t\t\tSearch clients<\/span>\n\t\t\n<\/div>\n
\n \t\t\tNew client<\/span>\n\t\t\n<\/div>\n\n<\/div>\n
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\n \t\t\tAll clients<\/span>\n\t\t\n<\/div>\n
\n \t\t\tRegular<\/span>\n\t\t\n<\/div>\n
\n \t\t\tLost<\/span>\n\t\t\n<\/div>\n
\n \t\t\tMembres\u00edas<\/span>\n\t\t\n<\/div>\n\n<\/div>\n
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\n \n<\/div>\n\t\t\tNombre<\/span>\n\t\t\t\t\tNumber<\/span>\n\t\t\t\t\tSold<\/span>\n\t\t\t\t\tVisits<\/span>\n\t\t\t\t\tEstado<\/span>\n\t\t\n<\/div>\n
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\n \t\t\tJ<\/span>\n\t\t\n<\/div>\n\t\t\tJessie<\/span>\n\t\t\t\t\t+351 XXX-XXX-194<\/span>\n\t\t\t\t\t$809<\/span>\n\t\t\t\t\t34<\/span>\n\t\t
\n \t\t\tRegular<\/span>\n\t\t\n<\/div>\n\n<\/div>\n
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\n \t\t\tA<\/span>\n\t\t\n<\/div>\n\t\t\tAndrew<\/span>\n\t\t\t\t\t+351 XXX-XXX-194<\/span>\n\t\t\t\t\t$546<\/span>\n\t\t\t\t\t13<\/span>\n\t\t
\n \t\t\tNew<\/span>\n\t\t\n<\/div>\n\n<\/div>\n
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\n \t\t\tO<\/span>\n\t\t\n<\/div>\n\t\t\tOscar<\/span>\n\t\t\t\t\t+351 XXX-XXX-194<\/span>\n\t\t\t\t\t$435<\/span>\n\t\t\t\t\t124<\/span>\n\t\t
\n \t\t\tRegular<\/span>\n\t\t\n<\/div>\n\n<\/div>\n
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\n \t\t\tP<\/span>\n\t\t\n<\/div>\n\t\t\tPhilip<\/span>\n\t\t\t\t\t+351 XXX-XXX-194<\/span>\n\t\t\t\t\t$234<\/span>\n\t\t\t\t\t26<\/span>\n\t\t
\n \t\t\tLost<\/span>\n\t\t\n<\/div>\n\n<\/div>\n
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\n \t\t\tJ<\/span>\n\t\t\n<\/div>\n
\n \t\t\tJessie<\/span>\n\t\t\t\t\t+351 XXX-XXX-194<\/span>\n\t\t\n<\/div>\n\n<\/div>\n
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\n \t\t\tTotal spent<\/span>\n\t\t\t\t\t$809<\/span>\n\t\t\n<\/div>\n
\n \t\t\tVisits<\/span>\n\t\t\t\t\t34<\/span>\n\t\t\n<\/div>\n\n<\/div>\n
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\n \n<\/div>\n\t\t\tClient details<\/span>\n\t\t\n<\/div>\n
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\n \n<\/div>\n\t\t\tVisitar la historia<\/span>\n\t\t\n<\/div>\n
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\n \n<\/div>\n\t\t\tEstad\u00edsticas<\/span>\n\t\t\n<\/div>\n
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\n \n<\/div>\n\t\t\tMessages and calls<\/span>\n\t\t\n<\/div>\n
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\n \n<\/div>\n\t\t\tFidelizaci\u00f3n<\/span>\n\t\t\n<\/div>\n
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\n \n<\/div>\n\t\t\tClient accounts<\/span>\n\t\t\n<\/div>\n
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\n \n<\/div>\n\t\t\tFiles<\/span>\n\t\t\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n
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14,000+<\/p>\n\t\t\t\t\t

businesses run on Altegio<\/p>\n\t\t\n<\/div>\n

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4.9 out of 5<\/p>\n\t\t\t\t\t

8,474 reviews<\/p>\n\t\t\n<\/div>\n

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Free migration<\/p>\n\t\t\t\t\t

we move your base for you<\/p>\n\t\t\n<\/div>\n

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One base per chain<\/p>\n\t\t\t\t\t

every location, one profile<\/p>\n\t\t\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/section>\n

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\n \t\t\t\\<\/span>\n\t\t\t\t\tclient profile<\/span>\n\t\t
\n \n<\/div>\n\t\t\t01 \/ 12<\/span>\n\t\t\n<\/div>\n\t\t\t

The client\u2019s whole history is on the screen<\/h2>\n\t\t\t\t\t

Know each client\u2019s preferences for a better service<\/p>\n\t\t

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Visit history.<\/strong> Every appointment the client has had, with the services, the team member and the amount paid \u2013 all of it on one client profile<\/a><\/p>\n\t\t\t\t\t

Contacts and dates.<\/strong> Phone, email and birthday \u2013 enough to reach them, and to build a birthday list later<\/p>\n\t\t\t\t\t

Notes your team writes.<\/strong> The colour formula, the regrowth, the products used, the name of the dog the client mentions every time<\/p>\n\t\t\t\t\t

Files and custom fields.<\/strong> A signed intake form on the profile, and custom fields for the client details your industry needs<\/p>\n\t\t\n<\/div>\n\n<\/div>\n

\n \t\t\t\"Client\t\t\n<\/div>\n\n<\/div>\n\t\t\t

The message history sits on the same profile, so nobody has to guess whether the reminder went out<\/p>\n\t\t\n<\/div>\n\n<\/section>\n

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<\/div>\t\t\t\t<\/div>\n\t\t
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\n \t\t\t\\<\/span>\n\t\t\t\t\tthe working day<\/span>\n\t\t
\n \n<\/div>\n\t\t\t02 \/ 12<\/span>\n\t\t\n<\/div>\n\t\t\t

Everything the front desk needs, without leaving the schedule<\/h2>\n\t\t\t\t\t

A receptionist opens the schedule in the morning and works from it until closing \u2013 so that is where the client\u2019s history has to be<\/p>\n\t\t

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01<\/p>\n\t\t

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Quick search, without leaving the schedule<\/h3>\n\t\t\t\t\t

Type a name or a phone number into the quick search in the Appointment Calendar and the client\u2019s profile opens right there, category next to the name, with no detour through the client list<\/p>\n\t\t\n<\/div>\n\n<\/article>\n

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02<\/p>\n\t\t

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The whole visit in one window<\/h3>\n\t\t\t\t\t

Open the appointment and the client\u2019s profile and visit history are next to it: add a service, take the payment, leave a note without hopping between tabs<\/p>\n\t\t\n<\/div>\n\n<\/article>\n

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03<\/p>\n\t\t

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Call or write in one tap<\/h3>\n\t\t\t\t\t

From the mobile app you dial the client or open a WhatsApp chat with them in one tap, without leaving the app or copying the number anywhere<\/p>\n\t\t\n<\/div>\n\n<\/article>\n\n<\/div>\n\t\t\t

The calendar shows who is coming before they arrive \u2013 new, regular, VIP or a category you named yourself \u2013 so whoever is on the desk can get ready instead of reacting<\/p>\n\t\t\n<\/div>\n\n<\/section>\n

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\n \t\t\t\\<\/span>\n\t\t\t\t\tpayments and balances<\/span>\n\t\t
\n \n<\/div>\n\t\t\t03 \/ 12<\/span>\n\t\t\n<\/div>\n\t\t\t

Money on the client profile<\/h2>\n\t\t\t\t\t

What the client owes, what they prepaid and what their memberships cover<\/p>\n\t\t

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What they have spent.<\/strong> Total amount spent and total paid, next to the number of visits<\/p>\n\t\t\t\t\t

What they owe or have prepaid.<\/strong> One figure covers the deposit they paid in advance and the balance they still owe, so the desk knows before it takes the next payment<\/p>\n\t\t\t\t\t

What their memberships cover.<\/strong> Every membership, gift card and loyalty card issued to them, with the current status<\/p>\n\t\t\t\t\t

A deposit from first-time clients only.<\/strong> The payment policy can ask clients who are not yet in your base for a deposit or a card guarantee, while regulars keep booking as before. It is set up in Finanzas<\/a><\/p>\n\t\t\n<\/div>\n\t\t\t

Where those balances come from \u2013 cards, memberships, the discount rules behind them \u2013 is the Programa de fidelizaci\u00f3n<\/a><\/p>\n\t\t\n<\/div>\n

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\n \t\t\tTotal spent<\/span>\n\t\t\t\t\t$1,240<\/span>\n\t\t\n<\/div>\n
\n \t\t\tPrepaid<\/span>\n\t\t\t\t\t$80<\/span>\n\t\t\n<\/div>\n
\n \t\t\tOwes<\/span>\n\t\t\t\t\t$0<\/span>\n\t\t\n<\/div>\n\n<\/div>\n
\n \t\t\tMembership \u00b7 active<\/span>\n\t\t\n<\/div>\n\n<\/div>\n
\n \t\t\t%<\/span>\n\t\t\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/section>\n
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\n \t\t\t\\<\/span>\n\t\t\t\t\tzero-competition policy<\/span>\n\t\t
\n \n<\/div>\n\t\t\t04 \/ 12<\/span>\n\t\t\n<\/div>\n\t\t\t

Your client base is not somebody else\u2019s audience<\/h2>\n\t\t\t\t\t

Being found is free \u2013 search, maps, social. The base is what turns that first visit into a second one, which is precisely what a catalogue takes off you<\/p>\n\t\t

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\n \t\t\t\"Clay\t\t
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On a marketplace<\/h3>\n\t\t\t\t\t

The platform sells you automation and promotes its own brand with it. Your client opens the app to book with you and sees the businesses around you, with a discount badge on top<\/p>\n\t\t\n<\/div>\n\t\t

\n\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\n<\/div>\n\n<\/article>\n
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\n \t\t\t\"Clay\t\t
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In your own base<\/h3>\n\t\t\t\t\t

Clients book through a link that belongs to you, and every booking made through it is yours: no catalogue of competitors in the middle, and no commission on a repeat visit<\/p>\n\t\t\n<\/div>\n\n<\/div>\n\n<\/article>\n\n<\/div>\n\n<\/div>\n

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Your clients in search<\/p>\n\t\t\t\t\t

nunca interceptados<\/p>\n\t\t\n<\/div>\n

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Your booking traffic<\/p>\n\t\t\t\t\t

nunca desviado<\/p>\n\t\t\n<\/div>\n

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Your revenue<\/p>\n\t\t\t\t\t

0 % de comisi\u00f3n<\/p>\n\t\t\n<\/div>\n

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Su base de clientes<\/p>\n\t\t\t\t\t

nunca revendida<\/p>\n\t\t\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/section>\n

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\n \t\t\t\\<\/span>\n\t\t\t\t\tfilling the base<\/span>\n\t\t
\n \n<\/div>\n\t\t\t05 \/ 12<\/span>\n\t\t\n<\/div>\n\t\t\t

Client management software that builds client history for you<\/h2>\n\t\t\t\t\t

Three ways in, and none of them is retyping: the base collects the history as the receptionist works, or on its own if you have an AI assistant connected from the Marketplace<\/p>\n\t\t

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01<\/p>\n\t\t

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Clients book online on their own<\/h3>\n\t\t\t\t\t

A client who books online appears in your client database automatically, and their visit history starts from that first appointment<\/p>\n\t\t\n<\/div>\n\n<\/div>\n

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02<\/p>\n\t\t

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We import the base you already have<\/h3>\n\t\t\t\t\t

Send us your list and our team migrates it for you, free of charge \u2013 how the migration works<\/a>. Or import the spreadsheet<\/a> yourself: your columns map onto Altegio fields, and Name and Phone are the only ones required<\/p>\n\t\t\n<\/div>\n\n<\/div>\n

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03<\/p>\n\t\t

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Add a client manually, in a couple of taps<\/h3>\n\t\t\t\t\t

At the desk or on the move: the mobile app can also pull contacts straight from your phone<\/p>\n\t\t\n<\/div>\n\n<\/div>\n\n<\/div>\n\t\t\t

A new client wrote to you first in a messenger? The contact is saved automatically, so that client is in the base before the first visit even happens<\/p>\n\t\t\n<\/div>\n

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\n \t\t\t01<\/span>\n\t\t\n<\/div>\n
\n \t\t\t02 mon<\/span>\n\t\t\n<\/div>\n
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\n \t\t\t04<\/span>\n\t\t\n<\/div>\n\n<\/div>\n
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\n \t\t\tBook<\/span>\n\t\t\n<\/div>\n\n<\/div>\n
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\n \t\t\tNew client<\/span>\n\t\t\n<\/div>\n\n<\/div>\n\n<\/div>\n
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\n \n<\/div>\n\t\t\tImport .xlsx<\/span>\n\t\t\n<\/div>\n
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\n \t\t\t\\<\/span>\n\t\t\t\t\tfilters and segments<\/span>\n\t\t
\n \n<\/div>\n\t\t\t06 \/ 12<\/span>\n\t\t\n<\/div>\n\t\t\t

Segment your client base and reach those you need<\/h2>\n\t\t\t\t\t

Combine conditions, save the filter, turn the whole base into segments you can act on: message, label or export them<\/p>\n\t\t\t\t\t

Find clients who:<\/p>\n\t\t

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Have not booked this month \u2013 your win-back list<\/p>\n\t\t\t\t\t

Did not turn up for their last appointment<\/p>\n\t\t\t\t\t

Have a given number of visits behind them<\/p>\n\t\t\t\t\t

Have a birthday in the period you choose<\/p>\n\t\t\t\t\t

Bought a specific membership, or have not used it yet<\/p>\n\t\t\t\t\t

Hold a membership that has expired, or one that is frozen<\/p>\n\t\t\t\t\t

Have the Altegio.me client app installed<\/p>\n\t\t\n<\/div>\n

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\n \t\t\tNo visit 60+ days<\/span>\n\t\t\t\t\tBirthday this month<\/span>\n\t\t\t\t\tMembership<\/span>\n\t\t\n<\/div>\n
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\n \t\t\t148 clients match<\/span>\n\t\t
\n \n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n\t\t\t

Stack two conditions with And or Or, then save the segment and reuse it next month. The list shows phone and email next to total spend and visit count, so your best clients are visible without running a report<\/p>\n\t\t\t\t\t

This is also how you spot the ones who stopped coming: the quiet period that counts as churn is yours to set, and the filter hands you the list. Altegio can also invite them back automatically after a cancellation or a no-show, and the saved segment is ready for the next message<\/p>\n\t\t\n<\/div>\n\n<\/section>\n

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\n \t\t\t\\<\/span>\n\t\t\t\t\tclient categories<\/span>\n\t\t
\n \n<\/div>\n\t\t\t07 \/ 12<\/span>\n\t\t\n<\/div>\n\t\t\t

Client Categories: the base labels itself<\/h2>\n\t\t\t\t\t

Categories with names you choose, added by rule instead of by hand, so the base organises itself the way your business thinks<\/p>\n\t\t

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01<\/p>\n\t\t

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Seen before the visit starts<\/h3>\n\t\t\t\t\t

VIP, regular, new, needs a deposit \u2013 the label shows on the profile and in the Appointment Calendar, so the desk knows who is walking in<\/p>\n\t\t\n<\/div>\n\n<\/article>\n

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02<\/p>\n\t\t

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Added by rule<\/h3>\n\t\t\t\t\t

Loyalty Program rules automatically move clients into a category by what they spend or how often they come, so nobody sorts the base by hand<\/p>\n\t\t\n<\/div>\n\n<\/article>\n

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03<\/p>\n\t\t

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Applied to a whole list<\/h3>\n\t\t\t\t\t

Filter first, then add the whole group to a category in one go instead of opening profiles one at a time<\/p>\n\t\t\n<\/div>\n\n<\/article>\n\n<\/div>\n\t\t\t

You write the rule, so \u201cimportant\u201d means what it means in your business: five visits in a barbershop is not five visits in a clinic. Need a blacklist? Name a category yourself: it shows up before they arrive, you can switch off notifications for them, and a tick on the profile stops them booking online<\/p>\n\t\t\n<\/div>\n\n<\/section>\n

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\n \t\t\t\\<\/span>\n\t\t\t\t\tbulk messages<\/span>\n\t\t
\n \n<\/div>\n\t\t\t08 \/ 12<\/span>\n\t\t\n<\/div>\n\t\t\t

One message to a segment, not to everyone<\/h2>\n\t\t\t\t\t

Send messages to the chosen segments \u2013 by SMS, through a messenger or as a push to the Altegio.me app<\/p>\n\t\t

\n \t\t\t\"Sending\t\t\n<\/div>\n\t\t\t

Marketing messages are regulated where you operate, so consent comes first \u2013 a client booking by phone gives it in writing. Reminders for a single appointment are a different job: they live in notifications<\/a><\/p>\n\t\t\n<\/div>\n\n<\/section>\n

\n
\n
\n \t\t\t\\<\/span>\n\t\t\t\t\tnew and returning<\/span>\n\t\t
\n \n<\/div>\n\t\t\t09 \/ 12<\/span>\n\t\t\n<\/div>\n\t\t\t

How many clients are new, and how many came back<\/h2>\n\t\t\t\t\t

You set what counts as lost. The reports do the counting<\/p>\n\t\t

\n
\n
\n \t\t\t

New and returning, side by side.<\/strong> Every visit, client, team member and service turns into reports: how many new clients you had this month, how many came back, and what your return rate looks like<\/p>\n\t\t\t\t\t

You define what \u2018lost\u2019 means.<\/strong> You choose how many days without a visit make a client lost: 60 days means one thing in a nail studio and quite another in a dental clinic<\/p>\n\t\t\t\t\t

Retention, by the person who earned it.<\/strong> The Client Retention report shows the results of your team\u2019s work with clients, and exports to Excel like everything else<\/p>\n\t\t\n<\/div>\n\n<\/div>\n

\n
\n
\n
\n \n<\/div>\n
\n \n<\/div>\n
\n \n<\/div>\n
\n
\n \n<\/div>\n
\n \t\t\t62%<\/span>\n\t\t\t\t\tReturning clients<\/span>\n\t\t\n<\/div>\n
\n
\n \n<\/div>\n\n<\/div>\n
\n
\n
\n \n<\/div>\n\t\t\tReturning \u00b7 62%<\/span>\n\t\t\n<\/div>\n
\n
\n \n<\/div>\n\t\t\tNew \u00b7 38%<\/span>\n\t\t\n<\/div>\n\n<\/div>\n
\n
\n
\n \n<\/div>\n
\n \n<\/div>\n\n<\/div>\n
\n
\n \n<\/div>\n
\n \n<\/div>\n\n<\/div>\n
\n
\n \n<\/div>\n
\n \n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n\t\t\t

One caveat before you read the numbers: the Returning clients indicator counts the whole previous period and does not follow the churn period you set, so a return may be from a month or a year ago. The rest of the picture is in statistics and analytics<\/a><\/p>\n\t\t\n<\/div>\n\n<\/section>\n

\n
\n
\n \t\t\t\\<\/span>\n\t\t\t\t\texport and permissions<\/span>\n\t\t
\n \n<\/div>\n\t\t\t10 \/ 12<\/span>\n\t\t\n<\/div>\n\t\t\t

Excel export, and who is allowed to use it<\/h2>\n\t\t\t\t\t

The client base is your business\u2019s asset, so you can carefully decide who has permissions to export or edit it<\/p>\n\t\t

\n
\n
\n \t\t\t

At one location.<\/strong> Download the whole client list to Excel whenever you want it<\/p>\n\t\t\t\t\t

Across a chain.<\/strong> With several locations, export the chain-wide base in one go and work with client data for the whole company instead of location by location<\/p>\n\t\t\t\t\t

From your phone.<\/strong> The mobile app exports the client list straight to your phone or tablet, and imports contacts the other way round<\/p>\n\t\t\n<\/div>\n\t\t\t

Everyone on the team works from their own account, so the permission is granted per person and not to the business as a whole. Withhold it and the list stays where it is<\/p>\n\t\t\n<\/div>\n

\n
\n
\n
\n \n<\/div>\n
\n
\n
\n
\n
\n \n<\/div>\n
\n \n<\/div>\n
\n \n<\/div>\n\n<\/div>\n
\n
\n
\n \n<\/div>\n
\n \n<\/div>\n
\n \n<\/div>\n\n<\/div>\n
\n
\n
\n \n<\/div>\n
\n \n<\/div>\n
\n \n<\/div>\n\n<\/div>\n
\n
\n \n<\/div>\n
\n \n<\/div>\n
\n \n<\/div>\n\n<\/div>\n
\n
\n \n<\/div>\n
\n \n<\/div>\n
\n \n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n
\n \t\t\tExport to Excel<\/span>\n\t\t
\n
\n
\n \n<\/div>\n\n<\/div>\n\t\t\tExport allowed<\/span>\n\t\t\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/section>\n
\n
\n
\n \t\t\t\\<\/span>\n\t\t\t\t\tchains and franchises<\/span>\n\t\t
\n \n<\/div>\n\t\t\t11 \/ 12<\/span>\n\t\t\n<\/div>\n\t\t\t

The unified base across all locations<\/h2>\n\t\t\t\t\t

Your Altegio account stores every client who has visited any of your locations, with what they spent and when they were last in<\/p>\n\t\t

\n
\n \t\t\t

01<\/p>\n\t\t

\n \t\t\t

One profile across the chain<\/h3>\n\t\t\t\t\t

A client who visits two of your locations has one profile, one history and one balance, instead of scattered half-empty records in every location<\/p>\n\t\t\n<\/div>\n\n<\/article>\n

\n \t\t\t

02<\/p>\n\t\t

\n \t\t\t

Any location, any device<\/h3>\n\t\t\t\t\t

Whoever is on shift sees the same profile from the desk or from the mobile app, and any change shows up everywhere in real time<\/p>\n\t\t\n<\/div>\n\n<\/article>\n

\n \t\t\t

03<\/p>\n\t\t

\n \t\t\t

Fidelidad en toda la cadena<\/h3>\n\t\t\t\t\t

Memberships, gift cards, loyalty cards and discounts are set up centrally and work across the whole chain: bought at one location, used at another<\/p>\n\t\t\n<\/div>\n\n<\/article>\n\n<\/div>\n\n<\/div>\n\n<\/section>\n

\n
\n
\n \t\t\t\\<\/span>\n\t\t\t\t\tpermissions<\/span>\n\t\t
\n \n<\/div>\n\t\t\t12 \/ 12<\/span>\n\t\t\n<\/div>\n\t\t\t

Who sees what<\/h2>\n\t\t\t\t\t

Client data is personal data, so every permission is set per action: a receptionist can book by phone without being able to read \u2013 or take \u2013 the rest of the base<\/p>\n\t\t

\n
\n \t\t\t

See phone numbers and emails in the list<\/p>\n\t\t\t\t\t

See them on the profile<\/p>\n\t\t\t\t\t

Read and edit notes<\/p>\n\t\t\t\t\t

Open and upload files<\/p>\n\t\t\n<\/div>\n

\n \t\t\t

See the custom fields you added<\/p>\n\t\t\t\t\t

Delete a client<\/p>\n\t\t\t\t\t

Export the client list<\/p>\n\t\t\t\t\t

See only the first name and the initial of the last name<\/p>\n\t\t\n<\/div>\n\n<\/div>\n\t\t\t

Altegio is GDPR compliant: client data is stored and processed under the regulation, and the permissions above are how you keep access inside your own team. Anything you connect through our API reads only the client data you approve<\/p>\n\t\t\n<\/div>\n\n<\/section>\n

\n
\n
\n
\n \t\t\t

Start with the base you already have<\/h2>\n\t\t\t\t\t

Send us your list and we will move it in for you, or let the base build itself from tomorrow\u2019s appointments. Either way you end up with one profile per client<\/p>\n\t\t\n<\/div>\n

\n
\n \t\t\t\n\t\tStart your free trial\n\t<\/a>\t\t\t\t\t\n\t\tSee plans\n\t<\/a>\t\t\n<\/div>\n\t\t\t

7 days free \u00b7 no credit card \u00b7 free migration<\/p>\n\t\t\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/section>\n

\n
\n
\n \t\t\t\\<\/span>\n\t\t\t\t\tquestions<\/span>\n\t\t
\n \n<\/div>\n\n<\/div>\n\t\t\t

Preguntas frecuentes<\/h2>\n\t\t\t\t\t

The questions the client database gets most often, each answered on its own<\/p>\n\t\t

\n
\n
\n \t\t\t

Where is the client database stored, and how is it organised?<\/h3>\n\t\t\t\t\t

Your client database lives inside your Altegio account: one profile per client rather than a contact list. Each location has its own list, a chain sees all of them, and a profile splits into visit history, payments and balances, messages, notes and files<\/p>\n\t\t\n<\/div>\n\n<\/article>\n

\n
\n \t\t\t

Can you move my existing client list into Altegio?<\/h3>\n\t\t\t\t\t

Yes, and you do not have to do it yourself: send us the list you keep today, whether it lives in a spreadsheet or in another system, and our team migrates it for you free of charge. Import it yourself instead if you prefer<\/p>\n\t\t\n<\/div>\n\n<\/article>\n

\n
\n \t\t\t

How do I find the clients who stopped coming?<\/h3>\n\t\t\t\t\t

Set the quiet period that counts as churn for your business, then filter for everyone with no appointment inside it. The base hands back the list with names and phone numbers, ready to message or to take away as a file<\/p>\n\t\t\n<\/div>\n\n<\/article>\n

\n
\n \t\t\t

Two profiles exist for the same client. Can they be merged?<\/h3>\n\t\t\t\t\t

Duplicates are best prevented: search for the client before you create anyone, and the base shows you their recent appointments. If two already exist, there is no automatic merge, but you can combine them by hand: move the visits to the profile you keep and remove the other \u2013 step by step<\/a><\/p>\n\t\t\n<\/div>\n\n<\/article>\n

\n
\n \t\t\t

Can I send one message to a whole group of clients?<\/h3>\n\t\t\t\t\t

Yes. A bulk message goes to that group or to your entire client database: by SMS, through a connected messenger, or as a push to whoever uses the app. Email is not one of the channels, and an SMS provider has to be connected first \u2013 you sign with one of our partners<\/p>\n\t\t\n<\/div>\n\n<\/article>\n

\n
\n \t\t\t

How does consent for bulk messages work?<\/h3>\n\t\t\t\t\t

Marketing messages need the client\u2019s consent, and the rules depend on where you operate. For a phone booking it is taken in writing. If they change their mind later, you switch their notifications off on the profile<\/p>\n\t\t\n<\/div>\n\n<\/article>\n

\n
\n \t\t\t

Can I stop a team member from seeing client phone numbers?<\/h3>\n\t\t\t\t\t

Yes. Every permission is separate: seeing phone numbers in the list, seeing them on the profile, reading notes, opening files, deleting a client, exporting the list. You can also show a team member only the first name and an initial<\/p>\n\t\t\n<\/div>\n\n<\/article>\n

\n
\n \t\t\t

Is the client database GDPR compliant?<\/h3>\n\t\t\t\t\t

Yes. Altegio stores and processes client data under GDPR, and gives you the controls that matter day to day: who can see a phone number, who can delete a client and who can export the base are separate permissions<\/p>\n\t\t\n<\/div>\n\n<\/article>\n\n<\/div>\n\n<\/div>\n\n<\/section>\n

\n
\n
\n \t\t\t\\<\/span>\n\t\t\t\t\trelated features<\/span>\n\t\t
\n \n<\/div>\n\n<\/div>\n\t\t\t

What the client base connects to<\/h2>\n\t\t\t\t\t

The base is one layer of the platform. These are the parts that write to it and read from it<\/p>\n\t\t

\n
\n \t\t\t\"Altegio\t\t
\n \t\t\t

Reservas online<\/h3>\n\t\t\t\t\t

The widget that creates the profile: a client books, and the base has them.<\/p>\n\t\t\t\t\t\n\t\tM\u00e1s informaci\u00f3n\n\t<\/a>\t\t\n<\/div>\n\n<\/article>\n

\n \t\t\t\"Notification\t\t
\n \t\t\t

Notificaciones<\/h3>\n\t\t\t\t\t

Reminders and confirmations for a single appointment, as opposed to one message to a filtered list.<\/p>\n\t\t\t\t\t\n\t\tM\u00e1s informaci\u00f3n\n\t<\/a>\t\t\n<\/div>\n\n<\/article>\n

\n \t\t\t\"Branded\t\t
\n \t\t\t

Programa de fidelizaci\u00f3n<\/h3>\n\t\t\t\t\t

The rules behind the balances, cards and memberships you read on the profile.<\/p>\n\t\t\t\t\t\n\t\tM\u00e1s informaci\u00f3n\n\t<\/a>\t\t\n<\/div>\n\n<\/article>\n\n<\/div>\n\n<\/div>\n\n<\/section>\n\t\t<\/div>","protected":false},"excerpt":{"rendered":"

Client base Client management software for appointment-based business Altegio runs your whole service business in one system: team member\u2019s schedule, clients, payroll, loyalty program and inventory. Each client has a detailed visit history and the notes your team needs for a better service Client profile Visit history Payments and balances Client Categories Filters Bulk messages […]<\/p>\n","protected":false},"author":28,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"elementor_header_footer","meta":{"_monsterinsights_skip_tracking":false,"footnotes":"","_members_access_role":[],"_members_access_error":""},"class_list":["post-40432","page","type-page","status-publish","hentry"],"aioseo_notices":[],"aioseo_head":"\n\t\t\n\t\n\t\n\t\n\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t