{"id":128011,"date":"2025-02-07T12:00:56","date_gmt":"2025-02-07T12:00:56","guid":{"rendered":"https:\/\/support-landing.altegio.cloud\/support\/knowledge-base\/4861029589661-2\/"},"modified":"2025-07-22T09:32:12","modified_gmt":"2025-07-22T09:32:12","password":"","slug":"4861029589661-2","status":"publish","type":"docs","link":"https:\/\/alteg.io\/pt\/support\/knowledge-base\/4861029589661-2\/","title":{"rendered":"Informa\u00e7\u00f5es no cart\u00e3o do cliente"},"content":{"rendered":"<article class=\"main-column\">\n<div class=\"article-body markdown\">\n<p>Todas as informa\u00e7\u00f5es de cada cliente, est\u00e3o distribu\u00eddas em 11 se\u00e7\u00f5es. As informa\u00e7\u00f5es sobre seus clientes s\u00e3o dados pessoais e devem ser armazenadas e processadas de acordo com a legisla\u00e7\u00e3o vigente.<\/p>\n<ul>\n<li>Nome do cliente<\/li>\n<li>Celular<\/li>\n<li>Telefone adicional<\/li>\n<li>E-mail<\/li>\n<li>Categoria<\/li>\n<li>G\u00eanero<\/li>\n<li>Import\u00e2ncia<\/li>\n<li>Desconto<\/li>\n<li>N\u00famero do cart\u00e3o<\/li>\n<li>Data de nascimento<\/li>\n<li>Campo adicional<\/li>\n<li>Coment\u00e1rios<\/li>\n<li>Marque a caixa para desativar a reserva online para este cliente<\/li>\n<li>Soma vendida: a soma dos servi\u00e7os e produtos recebidos por este cliente<\/li>\n<li>Soma paga: soma que este cliente pagou por todos os produtos e servi\u00e7os<\/li>\n<li>Balan\u00e7o<\/li>\n<li>Informa\u00e7\u00f5es sobre o aplicativo para celulares instalado<\/li>\n<li>Informa\u00e7\u00f5es sobre o cart\u00e3o instalado<\/li>\n<\/ul>\n<p><img decoding=\"async\" src=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2025\/02\/12464185058845.png\"><\/p>\n<h1 id=\"h_01JFT2T0GZYSVQ9SNBS86KJ2XJ\">Hist\u00f3rico de visitas<\/h1>\n<p>Nesta se\u00e7\u00e3o, voc\u00ea ver\u00e1 todas as reservas do cliente, funcion\u00e1rios com os quais agendaram compromissos, servi\u00e7os que foram fornecidos, produtos que compraram, descontos e valores pagos, coment\u00e1rios sobre compromissos, bem como locais que este cliente visitou.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2025\/02\/12464207688477.png\"><\/p>\n<h1 id=\"h_01JFT2T0GZ4WAHMNXYHTHDS8SE\">Estat\u00edsticas<\/h1>\n<p>Voc\u00ea ver\u00e1 informa\u00e7\u00f5es sobre receita de um cliente e suas prefer\u00eancias para um per\u00edodo selecionado.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2025\/02\/12464179223837.png\"><\/p>\n<h1 id=\"h_01JFT2T0GZCJFZMZJN68SERAXR\">Mensagens enviadas<\/h1>\n<p>Nesta se\u00e7\u00e3o, voc\u00ea ver\u00e1 uma lista de mensagens que foram enviadas ao cliente usando todos os canais. Aqui voc\u00ea tamb\u00e9m ver\u00e1 seu tipo, status, quando foram enviados, o que eles disseram e o canal usado para envi\u00e1-los.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2025\/02\/12464238911645.png\"><\/p>\n<h1 id=\"h_01JFT2T0GZDW1PQTNMKFXK11JD\">Enviar mensagem<\/h1>\n<p>Nesta se\u00e7\u00e3o, voc\u00ea pode enviar uma mensagem individual ao seu cliente usando tr\u00eas canais: SMS, mensagem push ou e-mail.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2025\/02\/12464210270365.png\"><\/p>\n<h1 id=\"h_01JFT2T0GZ5F34QJMFSXCTA2TA\">E-card<\/h1>\n<p>Nesta se\u00e7\u00e3o, voc\u00ea pode emitir um cart\u00e3o eletr\u00f4nico para seu cliente e envi\u00e1-lo para o telefone ou e-mail dele. Os cart\u00f5es eletr\u00f4nicos permitem que os clientes apliquem descontos e b\u00f4nus usando o telefone.<\/p>\n<h1 id=\"h_01JFT2T0GZMXD82YNQ1TAY6GRR\">Fidelidade<\/h1>\n<p>Nesta se\u00e7\u00e3o, voc\u00ea ver\u00e1 o status atual de um cliente no programa de fidelidade e poder\u00e1 emitir ou excluir cart\u00e3o de fidelidade.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2025\/02\/12464267725341.png\"><\/p>\n<p>Aqui voc\u00ea tamb\u00e9m ver\u00e1 todos os cart\u00f5es presente e associa\u00e7\u00f5es, bem como cart\u00f5es de fidelidade, que j\u00e1 foram emitidos para este cliente e informa\u00e7\u00f5es sobre eles:<\/p>\n<ul>\n<li>soma de todos os pagamentos;<\/li>\n<li>N\u00famero de visitas;<\/li>\n<li>valor do desconto;<\/li>\n<li>b\u00f4nus acumulados;<\/li>\n<li>promo\u00e7\u00f5es atribu\u00eddas a cada cart\u00e3o;<\/li>\n<li>hist\u00f3rico de todas as transa\u00e7\u00f5es para este cart\u00e3o: data, promo\u00e7\u00e3o, valor do pagamento ou valor dos b\u00f4nus acumulados;<\/li>\n<li>quantos b\u00f4nus ser\u00e3o cancelados e quando;<\/li>\n<li>guia onde voc\u00ea pode acumular ou cancelar b\u00f4nus manualmente.<\/li>\n<\/ul>\n<p><img decoding=\"async\" src=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2025\/02\/12464254084637.png\"><\/p>\n<h1 id=\"h_01JFT2T0GZ6A0Q0TGYRMMAXNWN\">Contas de dep\u00f3sito<\/h1>\n<p>A conta de dep\u00f3sito permite depositar e pagamento antecipado na conta pessoal de um cliente. Os clientes poder\u00e3o usar os fundos depositados durante sua pr\u00f3xima consulta ou pagar por servi\u00e7os para seus filhos.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2025\/02\/12464289233949.png\"><\/p>\n<h1 id=\"h_01JFT2T0GZNEVVNBD3V95ETE95\">Hist\u00f3rico de chamadas<\/h1>\n<p>Nesta se\u00e7\u00e3o, voc\u00ea poder\u00e1 ver o hist\u00f3rico de chamadas e ouvir as chamadas feitas com clientes se tiver a integra\u00e7\u00e3o com a telefonia por VoIP conectada.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2025\/02\/12464278803357.png\"><\/p>\n<h1 id=\"h_01JFT2T0GZDPFKHC7TSBN0JE2H\">Notifica\u00e7\u00f5es<\/h1>\n<p>Voc\u00ea pode configurar determinados tipos de notifica\u00e7\u00f5es para serem enviadas a um cliente no cart\u00e3o do cliente ou desativar notifica\u00e7\u00f5es espec\u00edficas.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2025\/02\/12464287801501.png\"><\/p>\n<p>\u00a0<\/p>\n<p><strong>Arquivos<\/strong><\/p>\n<p>No Altegio voc\u00ea pode fazer upload de arquivos de clientes e armazen\u00e1-los, baix\u00e1-los e exclu\u00ed-los. Formatos que voc\u00ea pode usar: jpeg, jpg, png, gif, doc, docx, pdf, xls, xlsx, txt, JPEG, JPG, PNG, GIF, DOC, DOCX, PDF, XLS, XLSX, TXT.<\/p>\n<p>Tamanho m\u00e1ximo do arquivo: 12 megabytes.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2025\/02\/12464309507741.png\"><\/p>\n<\/div>\n<\/article>\n","protected":false},"excerpt":{"rendered":"<p>Todas as informa\u00e7\u00f5es de cada cliente, est\u00e3o distribu\u00eddas em 11 se\u00e7\u00f5es. As informa\u00e7\u00f5es sobre seus clientes s\u00e3o dados pessoais e devem ser armazenadas e processadas de acordo com a legisla\u00e7\u00e3o vigente. Nome do cliente Celular Telefone adicional E-mail Categoria G\u00eanero Import\u00e2ncia Desconto N\u00famero do cart\u00e3o Data de nascimento Campo adicional Coment\u00e1rios Marque a caixa para [&hellip;]<\/p>\n","protected":false},"author":35,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"doc_category":[330],"doc_tag":[2395,2092,1555,1513,1570,1825,2212,1780],"class_list":["post-128011","docs","type-docs","status-publish","hentry","doc_category-trabalhando-com-banco-de-dados-dos-clientes","doc_tag-arquivos","doc_tag-assinatura-billing-pt-br","doc_tag-cartao-fidelidade-pt-br","doc_tag-cliente-pt-br","doc_tag-contas-de-clientes-pt-br","doc_tag-estatisticas-e-relatorios-pt-br","doc_tag-notificacoes","doc_tag-programa-de-fidelidade-pt-br"],"aioseo_notices":[],"aioseo_head":"\n\t\t<!-- All in One SEO Pro 4.9.8 - aioseo.com -->\n\t<meta name=\"description\" content=\"Todas as informa\u00e7\u00f5es de cada cliente, est\u00e3o distribu\u00eddas em 11 se\u00e7\u00f5es. 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