Altegio settings

Client Accounts: Allowing Payments on Credit
Initial location settings
- Company details
- Company photo
- Company description
- Business information – Contact details
- General information – Location settings
Services
- Setting up service packages (4Hands+ feature)
- Translating service categories and services into other languages
- Assigning staff to services
- How to add a list of services using Excel
- Configuring and editing services
- Configuring and editing service categories
- Adding categories and services
- Setting Service Prices for Employees
Staff
- Team member’s card overview
- Positions of staff members
- Connecting staff member’s Google Calendar
- Editing employee’s work schedule in the Appointment Calendar
- Work schedule (Staff)
- Configuring team member’s services
- Team member settings
- Additional employee information
- Adding staff and Information
- Staff members list management
- Work Schedule
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
- Notifications and Change log tabs features
- Repeat (Schedule) tab features
- Checkout tab features
- Status tab features
- Rescheduling appointments
- Appointment status
- Working with appointments
- Working with the Appointment Calendar
- Calendar Size
- Appointment Calendar settings
- Client’s surname and middle name
- Client search in the Appointment Calendar
- Quick bar
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
- All Clients
Users
- Securing your data in Altegio
- Setting up user notifications (employee/administrator)
- Configuring user access rights (old inteface)
- Users list management (old interface)
- Employee Roles and Access Rights Settings
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
- Finance access rights
- Booking window access rights
- Appointment Calendar access rights
- Setting Up Access to the Service (New Interface)
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
- Storages management
- Creating and configuring a new storage
- Inventory. General information
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
- Inventory balance
- Inventory reports
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?
- Creating new calculation rule
- How to configure calculation rules?
- Payroll module
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
- Transfer of 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
- Uploading financial operations from Excel
- Financial Report
- Profit & Loss (P&L) Financial Report
- Daily Financial Report
- Financial operations report
- Financial documents
- Daily financial data
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
- 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
Types of notifications
- Notification sending scenarios
- Subscription expiration
- Appointment cancellation by client or administrator
- Reschedule appointment by client or administrator
- Creating a customer booking via online booking widget/creating a booking via Appointment calendar by administrator for employee
- Imminent end of work schedule
- Appointment cancellation by client via online booking widget for administrator
- Reschedule a booking made via online widget
- Creating a booking via online booking widget/Appointment Calendar for administrator
- 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
- Upcoming visit
- Delete a booking made via online booking widget
- Confirmation of a customer booking made via online booking widget
- 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
- 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 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: configuring user rights and user access
- 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 customer accounts [setting and using]
- Onboarding: memberships, gift cards and customer 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
- Medical card
- Treatment Plan