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Altegio General materials

  • Promo materials
    • What is business automation for?
    • The benefits of Altegio Online Booking
    • Altegio features
  • Sign in and get started
    • Starting the work in Altegio
    • Authorization in Altegio

Altegio settings

  • 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
    • Work schedule (new interface)
    • Positions of staff members
    • Connecting staff member’s Google Calendar
    • Editing employee’s work schedule in the Appointment Calendar
    • Work schedule (Staff)
    • Work schedule
    • Configuring staff member’s services
    • Employee settings
    • Additional employee information
    • Adding staff and Information
    • Staff members list management
  • Resources
    • Selecting a resource when making an appointment
    • Assigning resources to services
    • Creating and configuring resources
    • Resources
  • How to work with the Appointment Calendar
    • New Visit Window
    • Quick bar
    • Additional 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
    • Appointment details 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
  • Group booking
    • 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
    • Client Database
  • Users
    • User roles
    • Securing your data in Altegio
    • Setting up user notifications (employee/administrator)
    • Configuring user access rights (old inteface)
    • Users list management (old interface)
    • User roles
  • User access rights
    • User roles
    • 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
    • Analysis of write-offs
    • Turnover analysis
    • Analysis of consumable materials
    • Sales analysis
    • Inventory operations report
    • Product orders
    • Inventory balance
    • Inventory reports
  • Payroll
    • Creating new calculation 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
    • Items of expenditures/income (payment articles)
    • Setting non-fiscal receipt
    • Acquiring fee
    • Creating new item of payment
    • 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
    • Setting Up Payment Methods and Fees
    • Financial report for the period
    • Uploading financial operations from Excel
    • Daily financial data
    • Financial documents
    • Financial operations report
    • Daily report
    • Financial P&L report
  • Notifications
    • Notification sending scenarios
    • Balance top-up
    • New WhatsApp Notification Pricing and Template Options
    • 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
    • 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
  • 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
    • MonoBank And LiqPay: The Easiest Ways to Accept Payments for Services Online
    • 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
  • Online sales
    • Processing online orders without integrating an online payment service
    • Online sales of memberships and gift cards
  • 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

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
    • Button settings
    • Does the system support online booking in several languages?
    • Booking steps settings
    • What is the display and search interval of slots in the online booking widget?
    • Personal account in Online booking widget
    • Creating an online widget for the chain
    • Online booking widgets
    • Setting online booking
    • Online booking setup and options
    • Online booking with membership
  • Setting up online booking on partner sites
    • Altegio Online booking on Google Maps
    • Online booking with Altegio on 2GIS maps.
    • Online Booking with Altegio on Yandex Maps
  • Online booking with social media
    • Online booking link in Instagram
  • Adding an online booking to website
    • Separate online booking forms for each employee or service
    • Adding an online booking form inside one of the 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
  • Additional articles
    • How to find out the employee number (ID) in Altegio
    • How to find out the service number (ID) in Altegio
    • How to find out the number (ID) of an online booking form (widget)
    • How to find out your location number (ID) in Altegio

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
    • FAQ: Changes to Plan Conditions as of March 15th
    • From March 15th, we will be updating the terms of our plans
    • Preparing for Changes in Altegio’s Working Conditions
    • Updates to Altegio Service Terms
    • Starting August 1, 2024, the currency and pricing plans for the UAE will change
    • Starting October 14, 2024 we are changing prices for Altegio subscription in Turkie

Mobile applications

  • Employee mobile app
    • Setting push notifications in the mobile app
    • Weekly schedule in the mobile app
    • Setting the work schedule of employees
    • Analytics in the mobile app
    • Daily workload per month in the mobile app
    • Scaling in the mobile app
    • Setting online booking in the mobile app
    • How to grant each employee access to their bookings in the mobile app
    • Setting employees in the mobile app
    • Setting services in the mobile app
    • Employee mobile app
    • Managing group events in the mobile application
    • Administrator’s Personal Statistics in the Altegio Mobile App
  • Client mobile app
    • Aunio mobile application for clients and business owners
    • Setting up an individual entrepreneur account
    • Creating an Apple App Store developer account
    • How to Disable Cashback Display in Aunio
    • Placing Promotions (Stories) in Aunio
    • Displaying Loyalty Payment and Purchased Products in Aunio Bookings
    • Online Sale of Memberships and Gift Cards in Aunio
    • Creating a company/organization account
    • Requirements for mobile app development
    • Altegio Mobile app global

Integrations

  • Promotion
    • Yandex Business Advertising Subscription (Kazakhstan)
  • CRM integrations
    • Kommo and Altegio integration from Rubikon
  • Loyalty (Integrations)
    • Boomerangme electronic cards
    • Digital cards from LoyalCards
    • 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 and Message.Help (WhatsApp, Instagram, Telegram, Viber bots, Sms)
    • Altegio & Salon Chat-bot / Flowsell (Whatsapp/Telegram )
    • Altegio & Integrilla (Telegram + WhatsApp + SMS)
    • Revvy — Notifications and Reviews on Maps via WhatsApp
    • Integration of Altegio and Fromni (sms notifications)
    • Altegio and Wahelp integration (WhatsApp, Instagram, Telegram bots)
    • Altegio & ChatApp (WhatsApp/ Telegram/ Viber/Social networks)
    • Altegio & Fromni. Chatbot (WhatsApp, Telegram,Instagram, Facebook and others)
    • Altegio & Chategy Connect ( SMS, WhatsApp & Telegram)
  • SMS-provider integration
    • Altegio and SMS.to
    • Setting Up WhatsApp Business with Altegio: Embedded Signup and Messaging Channels
    • Altegio and INTEL TELECOM (sms, Viber, email)
    • Altegio and Fromni (sms notifications)
    • Altegio & MESSAGGIO.COM (SMS, Viber, and WhatsApp messages)
    • Altegio & Apifonica SMS
    • Altegio и L-SIM
    • Altegio & InterConnect Solutions (SMS)
  • Tips
    • Altegio and EasyTip (UAE)

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
    • Paying for the appointment using loyalty cards and promotions
    • Gift card types
    • 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
    • Gift card types
    • Sale of gift cards
  • Memberships
    • Automatic debiting from subscription
    • Report on memberships
    • Memberships import
    • Membership types
    • Archiving membership types in chain
    • Automatic activation of membership
    • Membership notifications
    • Freezing memberships
    • Payment for services with membership
    • Memberships sale
    • Creating a New Membership Type and Enabling Auto-Renewal
  • Electronic loyalty cards
    • Boomerangme electronic cards

Integration Marketplace

  • Placement in the Altegio Marketplace
    • Application costs
    • How to continue using your integration after hiding the WebHook section
    • Access to the API
    • Monetization
    • How an SMS aggregator can connect with the Altegio Marketplace
    • Working with subscription payments in the marketplace
    • Step-by-step guide to placement in the marketplace
    • Application moderation
    • Filling in information about the application
    • Disabling the integration through the Altegio marketplace
    • Connecting the integration via the marketplace
  • 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

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
    • Deposit accounts
    • Customer chain card
    • Chain client database
  • Chain inventory
    • Products archivation in chain
    • Working with inventory in chain
    • Creating and setting chain products
  • Chain analytics
    • Staff chain report
    • Basic metrics in chain analytic
    • Services chain report
    • What tasks are solved by chain analytics and the client database?
  • Setting IP telephony integration in chain
    • Setting IP telephony in chain

Analytics

  • Analytics reports
    • HR report
    • Clients report
    • By services report
    • By employees in dynamics
    • By staff report
    • Occupancy
    • Customer retention and Returning customers
    • Customer Retention
    • Basic metrics
    • Implementation of a plan
    • Promotions report
  • Analytics settings
    • How does customer retention rate differ from repeated visits?
    • Setting the customer loss period
  • Location overview
    • Overview > Changelog
    • Overview > Data log
    • Overview > Calls
    • Overview > Messages
    • Overview > Reviews
    • Overview > Events
    • Overview > Appointments
    • Overview > Summary

Personal account

  • User's personal account
    • User’s personal account
  • Home
  • Knowledge Base
  • Altegio settings
  • Calculation and accrual

Calculation and accrual

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

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

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