Altegio has introduced a new version of the visit window. Now, most of the booking management can be done directly in the central part of the window—adding services and products for sale, as well as editing all relevant information without navigating through multiple tabs. The new version no longer includes the “Visit Status” and “Visit Payment” sections.
Additional booking tasks have been moved to the left side of the window, while client-related actions are now on the right. Customization options have also been added, allowing users to pin essential fields for booking on the left or client-related sections on the right. Read on for more details about the updates in this new version.
Important
The new visit window is still under development and will be available to all Altegio users in the future. If you don’t yet have access to it, please contact Altegio’s technical support team or your account manager, whose contact information can be found in the Overview > Summary section. Your feedback will also help us improve the visit window.
Working with the New Visit Window
The new visit window retains all the essential features of the previous versions but has undergone significant usability improvements. The window is now divided into three main sections:
Left Section: Focused on additional booking tasks. Here, you can change the staff member, date, time, and duration of the booking. You can also pin essential fields, such as comments or resources. Familiar sections like “Repeat appointment,” “Appointment notifications,” “Consumables write-off,” and “Change history” remain in this section.
Central Section: Designed for core booking tasks, including managing visit statuses, services, products, and payments.
Right Section: Dedicated entirely to client management. This includes adding a client to a booking, viewing client information, and accessing sections like “Visit history,” “Loyalty,” “Statistics,” “Messages and Calls,” “Deposit accounts,” and “Files.”
Additional Booking Tasks
Staff, Date, Time, and Duration
In the top-left corner of the window, there is a block showing the assigned staff member and the booking’s date, time, and duration. You no longer need to scroll down to find these fields. This block is collapsible and can be edited via the Edit button.
Pinned Fields and “Advanced Fields”
The new window allows users to pin specific fields in the left section.
Administrators and staff can customize the window to display only the most relevant fields. You can pin fields such as:
Comments
Resources
Categories
Appointment color
Pinned fields are color-coded:
Red: The field is pinned.
White: The field is not pinned.
Gray: The field can only be pinned via the chain interface under Settings > Advanced fields.
Repeat appointment, Appointment notifications, Consumable write-offs, and Change history
These sections remain largely unchanged, apart from design updates.
Core Booking Tasks
Services and Products
Services: Popular services for the assigned staff member are displayed by default. Less common services can be added using the search function or the service list at the bottom of the window.
Products: Products can be added via the search bar by switching from “Services” to “Products.” Products added to the booking can be edited for quantity, price, discounts, and payment details.
Payments
The “Visit Status” and “Visit Payment” tabs have been replaced by a single payment section in the central area.
Payments can be processed in two ways:
Fast payment: For standard methods like bank cards and cash or via payment link.
Detailed payment: Allows splitting payments across multiple methods (e.g., part cash, part card, or loyalty points).
You can view the total amount, print receipts, and manage payment cancellations directly in the left section.
Besides, you can check the payment details by clicking the View details button.
After the payment is processed, the left side of the screen will display the amount due and the details of payments made using all methods. To delete a payment, click on the trash bin icon. You can return to the booking by clicking the “Close” button located in the upper-right corner of the window.
Client Management
Adding a Client to the Booking
Client data fields are immediately available for editing when creating an appointment:
Name
Surname (if enabled in settings)
Phone
Email
Loyalty information
Once a client is added, these fields are locked, but you can edit the client’s details via their profile.
Client Information
The client’s contact details appear in the top-right corner of the window, alongside buttons for editing their profile or accessing sections like “Visit history,” “Loyalty,” and “Statistics.” Frequently used sections can be added to favorites for quicker access.
The new booking window is designed to streamline workflows, improve usability, and offer customization options tailored to each user’s needs. Explore these features to enhance your booking experience.
