Atto Knowledge Base
Everything you need to know about using Atto to manage your business bookings.
Getting Started with Atto
Follow these simple steps to set up your booking system and start accepting appointments.
Create Your Account
Sign up for a free Atto account. You'll need to verify your email and set up your password. Once done, you'll be taken to the setup wizard.
Pro tip:
- Use a business email for better credibility with your clients
- Choose a recognizable business name - this will be part of your booking URL
Set Up Your Business Profile
Add your business details including name, address, contact information, and logo. This information appears on your booking page and in confirmation emails.
Pro tip:
- Upload a professional logo - it builds trust with clients
- Add your complete address for local SEO benefits
Add Your Services
Create the services you offer with descriptions, durations, and prices. You can organize them into categories for easier browsing.
Pro tip:
- Use clear, descriptive names for your services
- Set realistic durations - it's better to overestimate than rush clients
- Add optional add-ons that clients can select during booking
Set Up Staff & Availability
Add your team members and set their working hours. Each staff member can have their own schedule and services.
Pro tip:
- Staff can be assigned specific services they specialize in
- Set different availability for each staff member
- Enable buffer time between appointments if needed
Configure Reminders
Set up automatic WhatsApp or SMS reminders to reduce no-shows. We recommend sending reminders 24 hours before appointments.
Pro tip:
- Test your reminder messages before going live
- Ask clients to confirm - this further reduces no-shows
- Reminders require WhatsApp credits which can be purchased in settings
Customize Your Booking Page
Use the editor to customize your booking page colors, layout, and branding. Make it look professional and on-brand.
Pro tip:
- Use your brand colors for consistency
- Add a cover photo that represents your business
- Enable reviews to build social proof
Share Your Booking Link
Once everything is set up, share your booking page link with clients. You can share it via WhatsApp, Instagram, Facebook, or embed it on your website.
Pro tip:
- Your booking URL follows the format: yourbusiness.atto.my
- Add the link to your social media bios
- Print QR codes to display in your location
Video Guides
Step-by-step walkthroughs to help you get the most out of Atto.
Set Up and Launch a Business Booking Page
Learn how to sign up and configure your business booking page from start to finish.
Dashboard Overview
Your Atto dashboard puts everything you need at your fingertips.
Home Dashboard
Get a quick overview of your business at a glance. See today's appointments, pending confirmations, and key metrics.
- View upcoming appointments for today and the week
- See your revenue and booking trends
- Quick actions for common tasks
Booking Calendar
The calendar view shows all your appointments in a clear, organized format. Switch between day, week, and month views.
- Drag and drop to reschedule appointments
- Color-code appointments by service or staff
- See staff availability at a glance
- Block time slots for breaks or unavailable periods
Customer Management
Keep track of all your customers in one place. See their booking history, contact info, and notes.
- View complete booking history per customer
- Add notes and tags for better organization
- Export customer data for email marketing
- See customer lifetime value and visit frequency
Pro Tips for Power Users
Make the most of Atto with these handy tips and shortcuts.
Keyboard Shortcuts
Press ? to see all available keyboard shortcuts in the dashboard.
Recurring Bookings
Set up recurring appointments for clients who visit regularly. Save time on manual booking creation.
Quick Booking
Generate a QR code for your booking page to display at your location for easy scanning.
Social Sharing
One-click sharing to WhatsApp, Facebook, and Instagram stories from your booking page.
Quick Actions
Use the floating action button for fast access to create bookings, add customers, or start POS.
Bulk Operations
Select multiple items to apply actions in bulk - great for managing services or staff.
Managing Bookings
Everything you need to know about handling appointments.
Creating Bookings
You can create bookings manually or let clients book online. Manual booking is great for phone orders or walk-ins.
- Select customer, service, staff, and time slot
- Add special notes or requirements
- Collect deposit payment if required
- Send confirmation via email or WhatsApp
Rescheduling & Editing
Need to change an appointment? You can easily reschedule or edit any booking.
- Drag and drop on the calendar to reschedule
- Edit service, time, or staff details
- Automatic notifications sent to customers
- Track all changes in booking history
Cancelling & Refunds
Handle cancellations professionally with built-in refund processing.
- One-click cancellation with reason tracking
- Automatic refund processing
- Configurable cancellation policies
- Email/WhatsApp notifications for all parties
Services & Staff
Configure your offerings and team management.
Service Management
Create and manage your services with detailed information.
- Set service names, descriptions, and durations
- Define pricing for each service
- Organize services into categories
- Enable or disable services as needed
Staff Management
Add team members and configure their access.
- Invite staff with email invitations
- Set individual working hours
- Assign services to specific staff
- Manage staff roles and permissions
Payments & POS
Everything about accepting payments and using the Point of Sale.
Payment Methods
Accept various payment methods including PayPal and card payments.
Point of Sale
Process payments in-person using the POS system.
Deposits
Collect deposits during booking to reduce no-shows.
Refunds
Process full or partial refunds easily from the dashboard.
Reminders
Reduce no-shows with automated reminders.
WhatsApp Reminders
Send automatic WhatsApp reminders to your clients.
- Customize reminder messages
- Set reminder timing (24h, 2h before, etc.)
- Include booking details in reminders
- Request confirmation from clients
No-Show Prevention
Reduce no-shows with strategic reminders.
- Remind clients 24 hours before
- Send confirmation requests
- Track confirmation status
- Charge deposits for high-risk bookings
Integrations
Connect Atto with your favorite tools.
Booking Widget
Embed your booking page on any website.
Social Media
Share booking links on Instagram, Facebook, and more.
QR Codes
Generate QR codes for easy booking access.
Zapier
Connect with 5000+ apps via Zapier automation.
Reports
Track your business performance with detailed reports.
Revenue Reports
Monitor your income and identify trends.
- Daily, weekly, and monthly revenue
- Revenue by service or staff
- Payment method breakdown
- Deposit collection tracking
Business Insights
Understand your business patterns.
- Booking trends over time
- Peak booking hours
- Customer retention rates
- Staff performance metrics