Altegio: Memberships & Gift Cards

Self-pacedBeginner90

Learn to configure Memberships, Gift Cards, and manage Client Personal Accounts (Deposits).

About This Course

Secure client retention through prepayments. This course covers the setup of Memberships, Gift Cards, and managing Personal Accounts (Deposits) within Altegio.

📚 TRAINING SYLLABUS

1. Memberships
- Creating Membership types (Visit-based or Amount-based).
- Setting validity periods and usage limits.

2. Gift Cards
- Creating fixed-amount or service-based Gift Cards.
- Configuring expiration dates and terms.

3. Selling to Clients
- Processing sales of Memberships/Gift Cards via the Appointment or Transaction window.
- Linking items to client profiles.

4. Redemption & Usage
- Paying with a Membership (Automatic visit deduction).
- Paying with a Gift Card (Partial or full redemption).
- Checking remaining balances.

5. Personal Accounts (Deposits)
- Top-up of Client Personal Accounts.
- Using deposit funds to pay for services and products.

Prerequisites

What you need before attending

Completion of "Altegio: Basic Setup" course
Stable internet connection
Laptop or Desktop
A hot cup of coffee or tea ☕ and a positive mindset!

What you'll learn

Implement Memberships and Gift Cards

Manage Client Personal Accounts

Control service deduction and balances

Increase retention via prepaid options

About the Instructor

Altegio Acedemy

Altegio Academy’s certified trainers have helped countless businesses optimize their operations. They don't just teach software; they bring the experience of thousands of successful setups to drive real, measurable growth for your business.

Enroll for Free

0 EUR

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This course includes:

Certificate of Completion
Downloadable Resources
On-demand Video Content