Promo materials Altegio features What is business automation for? The benefits of Altegio Online Booking
Initial location settings Company details Company photo Company description General information – Location settings Business information – Contact details
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
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
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
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
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
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
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
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?
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
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
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
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
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 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
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
Analytics reports Promotions Effectiveness Report Implementation of a plan Main Dashboard Client Retention Customer retention and Returning customers Team Occupancy
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
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
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
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
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)
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
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
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