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Altegio General materials

Promo materials

  • Altegio features
  • What is business automation for?
  • The benefits of Altegio Online Booking
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Sign in and get started

  • Authorization in Altegio
  • Starting the work in Altegio

Altegio settings

Initial location settings

  • Company details
  • Company photo
  • Company description
  • General information – Location settings
  • Business information – Contact details
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Services

  • 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
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Staff

  • Team member’s card overview
  • Positions of staff members
  • Connecting staff member’s Google Calendar
  • Editing Team Member’s Work Schedule in Appointment Calendar
  • Work schedule (Staff)
  • Configuring Team Member’s Services
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Resources

  • Selecting a resource when making an appointment
  • Assigning resources to services
  • Creating and configuring resources
  • Resources

How to work with the Appointment Calendar

  • Technical Breaks
  • New Visit Window
  • Custom fields
  • Booking appointments for visitors (using the same phone number)
  • Categories for bookings and events
  • Consumables used tab features
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Group booking

  • Setting Up Group Events in the New Design
  • Visit Schedule for Group Events
  • Events Schedule
  • Making bookings for online classes
  • Configuring events (group booking)

Working with Client Database

  • Client categories
  • Client’s balance
  • Client Database filters
  • Uploading a list of clients from Excel
  • Information in Client’s card
  • Creating a new client
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Users

  • Securing your data in Altegio
  • Setting up user notifications (employee/administrator)
  • Configuring user access rights (old inteface)
  • Users list management (old interface)
  • Team Member Roles and Access Rights

User access rights

  • Billing, Analytics, and SMS mailings access rights
  • Loyalty and online booking access rights
  • Overview access rights
  • Client Database access rights
  • Settings access rights
  • Inventory access rights
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Inventory

  • Barcode scanners
  • Stock-taking
  • Creating and configuring a new bill of materials
  • Bills of materials
  • Configuring automatic writing off of products
  • Wholesale cost of products in storage
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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 configuration

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
  • Sales Analysis
  • Inventory operations report
  • Product Orders
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Payroll

  • Configuring Payroll Rules and Compensation Settings
  • Configuring Compensation Deductions in Payroll Calculation
  • Creating new payroll chart
  • How to set a calculation chart?
  • Creating new calculation criteria
  • How to set calculation criteria?
See all articles

Calculation and accrual

  • Rewards and penalties
  • Calculation for a time period
  • Daily calculation
  • Priority payments
  • Settlements

Working with accounts and cash registers

  • Client Refunds
  • Setting non-fiscal receipt
  • Acquiring fee
  • Creating new item of payment
  • Items of expenditures/income (payment articles)
  • New transaction
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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

  • Uploading financial operations from Excel
  • Financial Report
  • Profit & Loss (P&L) Financial Report
  • Daily Financial Report
  • Financial operations report
  • Financial documents
See all articles

Notifications

  • Notification sending scenarios
  • WebHook configuration
  • Turn off SMS notification when an administrator creates a booking
  • Sent messages history
  • SMS notifications and their customization
  • How PUSH and SMS notifications are sent to clients
See all articles

Online booking

New online booking widget

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

Online booking settings

  • How to Add Links to Messengers and Social Media in Your Company Profile
  • Button settings
  • 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
See all articles

Setting up online booking on partner sites

  • 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
  • How to Integrate the “Book Now” Button for Instagram and Facebook

Adding an online booking to website

  • Separate online booking forms for each employee 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 (button from Altegio)
  • How to add online booking to your website

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

Online booking analytics

  • Analytics setup for Facebook Pixel within Altegio widget
  • Online booking analytics

Loyalty

Loyalty programs

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

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

Gift cards

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

Memberships

  • Archiving membership types in chain
  • Automatic activation of membership
  • Automatic debiting from membership
  • Membership notifications
  • Freezing memberships
  • Report on memberships
See all articles

Electronic loyalty cards

  • Boomerangme electronic cards

Altegio settings for chains

Main chain settings

  • 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 staff unification 
  • Setting chain staff

Chain users

  • User management in chains

Chain client database

  • Client accounts (deposit)
  • Customer 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
See all articles

Setting IP telephony integration in chain

  • Setting IP telephony in chain

Analytics

Analytics reports

  • Promotions Effectiveness Report
  • Implementation of a plan
  • Main Dashboard
  • Client Retention
  • Customer retention and Returning customers
  • Team Occupancy
See all articles

Analytics settings

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

Location overview

  • Reports > Upcoming Visits
  • Reports > Appointments
  • Reports > Events
  • Reports > Reviews
  • Reports > Messages
  • Reports > Call Logs
See all articles

Personal account

User's personal account

  • User’s personal account

Pricing Information

Pricing

  • New Subscription Plans and Platform Features Coming February 1st
  • Starting July 1, we are changing the conditions and prices for Altegio’s subscription
  • From March 15th, we will be updating the terms of our plans
  • FAQ: Changes to Plan Conditions as of March 15th
  • Updates to Altegio Service Terms
  • Preparing for Changes in Altegio’s Working Conditions

Mobile applications

Employee 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
  • Daily workload per month in the mobile app
See all articles

Client mobile app

  • Displaying Cashback in the Altegio.me App
  • 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
See all articles

Integrations

Promotion

  • Yandex Business Advertising Subscription (Kazakhstan)

CRM integrations

  • Kommo and Altegio integration from Rubikon

Loyalty (Integrations)

  • Digital cards from LoyalCards
  • Boomerangme electronic cards
  • Digital cards from LoyalCards
  • Promotional section within Online Booking Widget

Integration with IP telephony providers

  • Implementing the Integration of Altegio with Kompaas IP Telephony

Chat bots

  • 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)
See all articles

SMS-provider integration

  • 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
See all articles

Integration Marketplace

Placement in the Altegio Marketplace

  • 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
See all articles

Documentation

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

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

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