Quick bar

In Altegio, a new tool has appeared that will help simplify and accelerate work in the system — the 'Quick bar'. The Quick bar is unique for each user due to the favorites menu and is created so that you can perform the most frequent actions more quickly: view the price list of goods and services, as well as proceed to selling goods or creating a new payment in one click.

Working with the Quick bar

To access the Quick bar, activate the 'Quick bar' switch in the bottom left corner:

If needed, you can always switch back to the classic menu view.

The switch and Quick bar are available in most Altegio sections, except for the personal account, chain interface, and mobile version of the program. The Quick bar is activated only in a specific branch. If a user works across different branches, a separate activation is required for each. It's sufficient to activate the Quick bar once in a branch; it will remain activated after a new login to the system. The Quick bar does not alter the core functionality of Altegio but significantly speeds up work in the system. The display of sections and buttons on the bar is regulated by access rights; if a user does not have sufficient rights, the corresponding buttons or sections will not be displayed.

Available in the Quick bar:
- Location switcher — it has become more compact and now accommodates the full name.
- Appointment calendar.
- Favorites — you can independently add the necessary Altegio sections to your favorites.
- Employee list with the option to switch to the 'Week' schedule mode and add a working day.
- List of all services with the option to go to the service editing or creation page.
- Catalog of all products with the option to go to the products editing or creation page.
- Creation of a new payment.
- Access to the user's personal account.
Let's discuss all the features in more detail below.


Favorites is a new feature. You can add almost any section to your favorites and access it through the Quick bar without extra clicks or the need for additional bookmarks in your browser.

There is no limit to the number of pages you can add to favorites.
For different locations, the favorites menu will be the same — it's enough to set it up once in one location. By default, the most popular sections among Altegio users are already added to favorites: "Work Schedule," "Client Database," "Financial transactions," "Inventory operations," "Bookings," "Events," "Reviews"
You can choose which sections to display, as well as remove the unnecessary ones and add others. Each user can customize their individual favorites.

To add a page to favorites:

Switch to the classic menu view so you can navigate to the desired section. To do this, turn off the "Quick bar" switch:

After setting up your favorites, switch back to the Quick bar; all added sections will immediately be displayed in your favorites.
If the necessary section is already open, there's no need to switch to the classic menu. Open the section you want to add to favorites. Click on the "Add to favorites" star next to the section name.

Repeat the same process for other sections.
To remove a section from Favorites, click on the "Remove from favorites" star next to the section name (in the section itself or on the Quick bar).

Some tabs on pages cannot be added to favorites individually. For example, you can add the "Contact Information" page from the location settings to favorites, but the next tab, "Description," is not available for addition. The order of addition to favorites is determined by the order in which the star is clicked. Items appear from top to bottom in the order of star clicks — what is added last will become the last item in favorites.

Appointment Calendar and Employees list
The Appointment Calendar and the Employees section in the Quick bar are similar to those in the classic menu.
When you select any date, the Appointment Calendar opens. For more details on working with the calendar, refer to the article. When you navigate to an employee, their schedule in the calendar will open in "Week" mode. Additionally, you can quickly add working days for an employee using the button next to their name.

Service list, Product catalog, New payment, Product sales buttons
According to Altegio, the pages "Service list" "Product catalog," "New payment," and "Product sales" are the most in-demand among users. Therefore, they were specifically chosen for the Quick bar. Clicking on these buttons opens all data in a modal window, i.e., on top of the page you are currently working on. For example, you can add a new payment while still in the Appointment Calendar without having to navigate to the Finance section.

Service list
Click on the "Service list" button to go to the list of all categories and services available in the location, after which a popup window will open. To view the services of a category, expand it. If needed, you can use the search bar to quickly find the required service.
To proceed to create a new service, click on "Add service". To edit, click on the pencil icon next to the desired service or on the photo of employees if you need to change/add an employee to the service. This will take you to "Settings" > "Appointment settings" > "Services" (for more details on service settings, read here).

Product catalog
Click on the "Product catalog" button to go to the list of all goods available in the location, after which a popup window will open. If needed, you can use the search bar to quickly find the required item.
To proceed to create a new product, click on "Add product". To edit, click on the pencil icon next to the desired product, which will take you to "Inventory" > "Products" (for more details on setting up and working with products, read here).

Product sales
Click on the "Product sales" button to sell a product outside of a visit. Afterward, a product sale popup window will open, similar to selling a product in the Appointment Calendar or in "Inventory" > "Inventory operations" (for more details on selling products, read here). A significant difference is that this method allows you to sell a product from almost any section of Altegio.

New payment
Click on the "New payment" button to create a new financial transaction. Creating a new payment is similar to the "Finances" > "Financial transactions" and "Finances" > "Accounts and Cash registers" sections (for more details on creating a new payment, read here). After creation, the payment will appear in the "Finances" > "Financial transactions" section.

Personal account
The button to access the personal account displays the name and email of the user logged into Altegio. This allows for quick identification of the user currently logged into the system. Click on the user's name at the bottom of the Quick bar to go to the personal account. To log out of the account, click on the "Exit account" button.

Access rights
To display the Quick bar itself, user access rights to the "Appointment Calendar" and/or "Inventory" sections are required — only to these blocks, without any additional rights. The user's role can be any.

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However, for a user to see different Altegio sections, work with them and perform various actions, setting up other access rights is necessary. Rights are configured in the Settings > System settings > Users > Access rights section.
For more details on configuring user access rights, read the article.

Below, we'll look at what access rights are needed for the main elements of the Quick bar to be displayed.

The "Appointment Calendar" section is required to display the calendar.

Access to the "Appointment Calendar" section and rights to display the list include:
"View schedule and bookings for positions" — for all positions or a specific one.
"View schedule and bookings of employees" — for all employees.
"Restrict access to the history of schedules and bookings" — any level of restriction.
"Change employee work schedules in the calendar" — to add a workday for an employee, this right can be set additionally, if desired.

The display of Favorites depends on the user's access rights to any sections of Altegio.
If a user's access rights change and they no longer have access to a section, that section will be hidden from favorites.

If the user does not have rights to any sections that can be added to favorites, the "Favorites" block on the panel will not be displayed.

Service list
The "Settings" block, rights:
Access to the Services section – the basic right is enough to display the list of services, without additional rights.
Access to the Services section – Creating services, Editing services – for editing services.
This is the minimum combination of rights, allowing the change of the service type: individual or group.
Access to the services section – Creating services, Change services of employees and their duration – the minimum combination of rights.
Access to the Services section – Creating services, Editing services – Service name and Name for online booking – the minimum combination of rights to add a new service.

Product catalog
The "Inventory" block — for displaying the button and list of goods. Additional rights from the block can be added:
View the flow of products — "Access to product management" — "Access to create products" — allows the addition of a new product.
View goods movements — "Access to goods management" — "Access to modify goods" — allows editing products.
View goods movements — "Access to stock balance report" — allows viewing stock balances in a popup window.

Product sales
The "Inventory" block, rights:

View goods movements — "Create goods transactions" — "Processing goods sales" — without these rights, the sell goods button will not be displayed.
New Payment
The "Finances" block, rights:
Access to all cash registers/only selected cash registers — can choose access to any cash registers.
View financial movements — "Create transactions," "Edit transactions" — this is the minimum set of rights without which the button will not be displayed.
Additional — "Access to contractors" — allows selecting contractors from a dropdown list in the "Contractor" field.

The Client Database block — access only to the block allows selecting clients from a dropdown list in the "Client" field — without displaying the full phone number.

Show phone numbers and email in the client list" — allows viewing the client's phone number in the dropdown list in the "Client" field.