Altegio: Basic Setup for New Clients

Welcome to Altegio! This course is designed specifically for new clients to help you and your team get started efficiently. We turn complex settings into simple steps using the official Altegio workflow.

📚 TRAINING SYLLABUS

1. Staff Settings (Users)
- Adding new users and filling out staff profiles.
- Configuring access rights and roles.

2. Services and Categories
- Creating service categories and service items.
- Setting prices, duration, and assigning staff.

3. Schedule (Roster)
- Configuring work days and hours.
- Managing the schedule via the Calendar and using templates.

4. Resources (Inventory)
- Managing equipment and consumables.
- Linking resources to services for automatic deduction.

5. Appointment Calendar & Finance
- Managing appointments: booking, rescheduling, and cancelling.
- Checkout process: cash, card, and loyalty payments.
- Basic financial reporting.