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

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Authorization in Altegio
Starting the work in Altegio

Altegio settings

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

Initial location settings

Company Initial Settings: Quick Setup
System settings
Company details
Company photo
General information
Contact details

Services

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

Staff

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
Work schedule (Team)
Configuring team member’s services
Team member settings (additional)
Team member additional information
Adding team members and their Information
Team members list management
Configuring team member’s work schedule

Resources

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

How to work with the Appointment Calendar

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
Automatic recurring appointments
Visit checkout
Rescheduling appointments
Appointment statuses
Working with individual appointments
Working with the Appointment Calendar
Calendar Size
Appointment Calendar settings
Client’s last and middle names
Client search in the Appointment Calendar
Quick bar

Group booking

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

Working with Client Database

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

Users

User access rights

Billing, Analytics, and SMS mailings access rights
Loyalty and online booking access rights
Reports access rights
All Clients section access rights
Settings access rights
Inventory access rights
Finance access rights
Booking window access rights
Appointment Calendar access rights

Inventory

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

Working with products

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 operations

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

Inventory reports

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

Payroll

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?
Creating new calculation rule
How to configure calculation rules?

Calculation and accrual

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

Working with accounts and cash registers

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
Creating and configuring new cash register
Accounts and cash registers

Working with suppliers and partners

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

Financial reports

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

Notifications

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
Confirmation of client’s phone number in the online booking widget
Follow-up invitation for no-show clients to schedule a new visit
Client appointment confirmation request
Notification Center in Altegio
New WhatsApp Notification Pricing and Template Options

Client mobile app Altegio.me

Displaying Cashback in Altegio.me

Types of notifications

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
Creating a booking via online booking widget/Appointment Calendar for receptionist
Successful online payment confirmation
Discount expiration
New discount
Send Happy Birthday greetings
Invitation for a follow-up visit
Request a review after the visit booked via online booking widget/Appointment Calendar
Appointment reminder
Delete a booking made via online booking widget
Appointment confirmation notification
Creating a booking via Appointment Calendar
Creating a booking via online booking widget
Mass mailing clients
Types of notifications and configuring their templates
Notification about booking changes

Cashless payment

Sending payment links via Email, SMS, and WhatsApp
How to Accept PIX Payments via PIX Key
Paying for Visits and Products via Links
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

Online sales

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

Deleting Location

How to delete your location in Altegio

Onboarding Altegio

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
Onboarding: financial accounting and payroll
Onboarding: inventory [working with products]
Onboarding: inventory [settings]
Onboarding: setting and adding online booking
Onboarding: configuring resources
Onboarding: setting group events
Onboarding: first settings to start working in the Appointment Calendar

Medical records

Current appointment
Medical card
Treatment Plans

Online booking

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

New online booking widget

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 settings

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
Online booking setup and options
Online booking with membership

Setting up online booking on partner sites

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 with social media

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

Pricing

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

Mobile applications

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

Adding an online booking to website

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

Employee mobile app

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
Setting the work schedule of employees
Setting online booking in the mobile app
How to grant each team member access to their bookings in the mobile app
Setting team members in the mobile app
Setting services in the mobile app
Altegio mobile app for team: business management
Managing group events in the mobile application
Receptionist’s Statistics in the Altegio Mobile App

Client mobile app

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
Requirements for custom mobile app development
Altegio Mobile app global

Adding online booking to popular CMS

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

Integrations

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)
Altegio and SMS.to
Altegio and Apifonica SMS
Altegio and AssistBot Integration (WhatsApp bot)
Altegio and WAZAPA Integration (WhatsApp)
Altegio and Salon Chat-bot / Flowsell Integration (WhatsApp, Telegram)
Altegio and ChatApp Integration
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 Moldcell Virtual PBX (Moldova)
Setting up the Altegio integration with Beeline Virtual PBX (Kyrgyzstan)
BondUs: Digital loyalty cards for Apple and Google Wallet
Additional chat settings in Altegio: auto-saving new clients
Connecting the Yandex Business Advertising Subscription
Additional chat settings in Altegio: incoming message notification
Boomerangme electronic cards
TipTop Pay Payments Integration
Integration of Altegio with Uzum Bank (Uzbekistan)
Pagar.me Integration
Pagar.me – Client Registration via PartnerHub
How to Connect and Use the Altegio WhatsApp Notification Sender
Nota Fiscal Issuance Rules for Payments via Loyalty and Client Account Top-Ups
ChatRex Integration with Altegio
EasyTip Integration with Altegio
How to Connect WhatsApp Coexistence in Altegio

Promotion

Yandex Business Advertising Subscription (Kazakhstan)

CRM integrations

Kommo and Altegio integration from Rubikon

Online booking analytics

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

Loyalty (Integrations)

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

Integration with IP telephony providers

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

Additional articles

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

Chat bots

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)
Altegio & Salon Chat-bot / Flowsell (Whatsapp/Telegram )
Altegio & ChatApp (WhatsApp/ Telegram/ Viber/Social networks)
Altegio & Fromni. Chatbot (WhatsApp, Telegram,Instagram, Facebook and others)

Loyalty

Loyalty Program in the Location

SMS-provider integration

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)
Altegio and INTEL TELECOM (sms, Viber, email)
Altegio and SMS.to
Altegio & Apifonica SMS
Altegio и L-SIM
Altegio & InterConnect Solutions (SMS)
Setting Up WhatsApp Business with Altegio: Embedded Signup and Messaging Channels

Loyalty programs

Creating and editing promotions
Discount for online booking: automatic application of promotion
Referral program
Bonus loyalty program
Discount loyalty program

Integrating with Power BI

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

Integration Marketplace

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

Loyalty cards

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

Placement in the Altegio Marketplace

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
Disconnecting integrations through the Altegio marketplace
Working with subscription payments in the marketplace
Connecting integrations via the marketplace
Step-by-step guide to placement in the marketplace

Gift cards

Report on gift cards
Paying for products and services with gift card
Sale of gift cards
Gift card types

Documentation

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

Memberships

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
Membership types
Creating a New Membership Type and Enabling Auto-Renewal

Electronic loyalty cards

Boomerangme electronic cards

Altegio settings for chains

Reports: Appointments

Main chain settings

Setting up pop-up call notifications
Main chain settings

Chain services

Subdivisions
Migration and combination of chain services
Setting chain services

Chain staff

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

Chain users

User management in chains

Chain client database

Client accounts (deposit)
Client chain card
Chain client database

Chain inventory

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

Chain analytics

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?

Setting IP telephony integration in chain

Setting up the Altegio integration with Moldcell Virtual PBX (Moldova)
Setting up pop-up call notifications
Setting IP telephony in chain

Analytics

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

Analytics reports

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
Promotions Effectiveness Report

Analytics settings

How does customer retention rate differ from repeated visits?
Setting the customer loss period

Location overview

Data changes
Data exports
Call Logs
Messages
Reviews
Events
Appointments
Visits

User's personal account

User’s personal account

Tips

Altegio and EasyTip (UAE)

Home
Knowledge Base
Online booking
Adding online booking to popular CMS

Adding online booking to popular CMS

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

A.L.T.E.G.I.O.: Automated Linked Technologies and Ecosystem Gateway for Intelligent Optimizations

Company

About us
Blog
API Documentation
Pricing

About us
Blog
API Documentation
Pricing

Industries

Beauty
Healthcare
Education
Sport & Fitness
Automotive
Domestic services

Beauty
Healthcare
Education
Sport & Fitness
Automotive
Domestic services

Legal

Terms of Use
Privacy Policy
License Agreement
Anti-corruption policy
Use of cookies

Terms of Use
Privacy Policy
License Agreement
Anti-corruption policy
Use of cookies

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