Altegio Advanced Settings
All advanced Altegio integration settings are located in the “Settings - Altegio” section, which can be found in the left-hand sidebar.
This section contains settings that control online booking, appointment processing, notifications, templates, and other integration features.
Configuring Online Appointments via the Chatbot
This subsection contains the main settings related to the text chatbot and the online booking feature it provides. You
can find detailed articles on all chatbot features in our Knowledge Base under the “Chatbot” topic.
Test Mode
When test mode is enabled, all Altegio appointment notifications are sent to the administrator’s phone rather than to clients.
The administrator’s phone number is specified in the section:
General → Communication Channels and Notifications → Administrator’s Phone Number.
This setting is intended for safely testing notifications before launching the feature.
Test mode is described in more detail in the article “Testing Instructions.”
Online Appointment Algorithm Operating Time
This setting determines how long the chatbot will wait for a customer’s response in the online booking menu.
For example:
- the customer began making an appointment;
- they selected the first menu item;
- then stopped responding.
If the customer returns after a period of time that exceeds the set limit, the chatbot will no longer be able to continue the scenario, and the customer will need to start the booking process over.
Add a step to select a staff member
When this setting is enabled, an additional step for selecting a staff member (technician) appears during the online booking process.
Add a step to request full name
When this setting is enabled, the chatbot will additionally ask the customer for their last name, first name, and middle name before completing the booking.
Employee blacklist
Do not send a notification if the appointment is with a specific employee
Allows you to select employees for whom notifications will not be sent when an appointment is booked.
Please note:
- This setting only affects Message Help notification templates;
- notifications sent by the Altegio notification module are not controlled by this setting;
- the list of employees is automatically generated from employees created in Altegio branches.
Send a notification if other employees are included in the services
This setting is used when an entry is created for multiple employees at once. If one of the employees is on the block list but the entry also includes other employees who are not on the block list, the notification will still be sent to the client.
Working with Appointments
This subsection contains settings for processing entries and confirming visits.
Canceling an Appointment
There are two options for handling cancellations.
- Client Did Not Show Up
When an appointment is canceled, it is automatically assigned the status “Client did not show up.”
- Deleting an Appointment
If this option is selected, the appointment is completely deleted from Altegio.
Confirm entry
There are two ways to confirm an entry.
- Status Change—After confirmation, the entry’s status in Altegio changes.
- Color Change: Upon confirmation, only the record’s color changes; its status remains unchanged.
The color of a confirmed entry is selected in the "Confirmed Entry Color" setting.
Close the appointment confirmation menu via
After a reminder is sent, the client can confirm or cancel the appointment by selecting the corresponding menu item. This setting determines how long this menu remains active.
For example, if 24 hours is specified, the client’s responses to this menu will no longer be processed after 24 hours.
How many hours before the appointment can it no longer be canceled
This setting determines the minimum time before the appointment after which the client can no longer cancel the appointment via the automated menu.
For example, if 9 hours is specified, the system will automatically prevent cancellation if an attempt is made to cancel an appointment less than 9 hours before the visit.
How many minutes must elapse before multiple appointments are considered a single appointment
If a client creates multiple appointments in a row within the specified time frame, the system combines them and sends only one notification. For example, if the interval is set to 5 minutes, two appointments created during that period will be accompanied by a single notification. Please note that this logic does not apply to all categories of notification templates.
For more details on confirming and canceling appointments via the chatbot, see the separate article on pre-visit notification templates.
"Not Important" Option When Selecting a Technician
Adds the “Doesn’t Matter” option to the list of staff members when booking online via the chatbot. The client will be able to select a service without specifying a particular technician.
Use the service name for online booking
In Altegio, each service can have:
- a main name;
- a name for online booking.
When this setting is enabled, the chatbot and notification templates will use the name displayed in your branches’ online booking widget.
We recommend using this setting if service names need to be automatically translated into different languages based on the language settings of system variables.
Add Offline Services
We recommend always keeping this setting enabled. In this case, all services, including offline services, will be loaded into the Message Help settings, allowing you to use them when configuring notifications.
If this setting is disabled, offline services will not be loaded into the system, and notifications for them will not be sent.
Prohibit Deletion of Prepaid Records
When this setting is enabled, the system prevents the deletion of records for which prepayment has already been made.
Working with Reviews
This subsection contains a setting related to automatically requesting feedback.
Close the review request menu after
Determines how long a customer can interact with the feedback request menu after receiving the message. If the customer’s response is received after the specified time, the menu will close and the response will no longer be processed by the system.
This setting applies to feedback request templates that use chatbot functionality. For more details, see the article “Feedback Request.”
Configuring birthday greeting
templates
Time to send birthday greeting templates
Here, you specify a fixed time for sending birthday greetings in the time zone set in the project settings. All birthday greeting templates will be sent at this exact time.
For more details, see the article “Birthday Greeting Templates.”
Cross-Selling Settings
This subsection is deprecated. It will be removed from the system shortly, and its settings are no longer in use.
Branch-Specific Settings
This subsection contains individual settings for each branch.
Branch ID
Displays the branch’s numeric ID in Altegio. You can copy it if necessary.
Booking Link
Specifies the link to the branch’s online booking widget in Altegio.
Review Link
Allows you to specify a link where customers can leave a review. This can be a link to the Altegio reviews page, Google Maps, or any other resource.
Branch address
Enter the branch’s address as text or a link to a map (e.g., Google Maps).
Note: The “Appointment Link,” “Review Link,” and “Branch Address” fields must be filled out if the corresponding system variables are included in notification templates; the values from these fields will be substituted into them.
Customer categories that do not receive reminders
This section displays customer categories created in the Altegio branch. If you select a category, customers in that category will no longer receive appointment notifications.
System Variables and Translation
In this subsection, you can configure the languages of system variables and edit their values as needed.
The language selected here is used by default; however, you can specify a separate language for variables for each template. This allows you to create multilingual templates, for example, with Russian, Ukrainian, and English variables.
Automated Tasks
The “Automatic Tasks” section contains two subsections:
-
Tasks on Status Change;
-
Tasks upon poor ratings.
Here, you can configure the automatic creation of tasks when the status of a record in Altegio changes or when a client receives a low rating. The operation of this feature is described in more detail in the article on the “Tasks” section.