Altegio

Before setting up actions connect Altegio.

Obtaining data

• Get branches - defines the branch; you can select in advance only those branches that are allowed to return the bot.
• Get employees - returns masters or branch employees.
• Receive services - returns services and employees who can provide them. Switch Receive only available to online recording excludes services without online recording.
• Receive service categories - helps narrow the list of services.
• Get an employee's work schedule - returns the schedule of the selected employee with or without the service. When checking the resource, it leaves only the intervals free at the same time for the employee and the resource.
• Receive resources - returns offices, equipment and other resources of the branch.
• Receive a resource schedule - returns the resource schedule. You can limit the list to certain resources or exclude selected ones.

For the employee and resource schedule, select the time transfer mode:

• Free time of employees - all free intervals without taking into account the duration of the service;
• Only the time available to write - only the intervals in which the selected service is placed.

Recording work

• Record - creates an entry after selecting a branch, service, employee and time. Parameters can be determined by a bot or set manually and through variables @. To occupy the office or equipment, turn on Write to the resource and transmit the identifier previously received by Receive resources.
• Confirm the record - changes the status of the record to confirmed.
• Cancel entry and Delete entry — cancel or delete the found entry.
• Amend entry — Modifies date, employee, or service of an existing record.
• Receive client records - returns the last active record or list with a specified limit.

Design scenario

1. Get a branch.
2. Identify the service and the appropriate employee.
3. If you need a resource, get a list of resources.
4. Get an employee schedule and, if necessary, a resource schedule.
5. Offer available options.
6. Collect your phone and other mandatory data.
7. Repeat selected parameters and receive confirmation.
8. Call Record.

After changing or creating a record, tell the user the final date, time, service and employee.