Adding categories and services

After adding information for location you can proceed to adding and editing your services.

What is it and what is it for?

In this section you can configure all the services provided by your company.

Services are any types of activities, works, and tasks that are performed by company staff and for which they receive payment.

Examples of services: haircut, manicure, “In Searсh of Adventures” quest, cardiology consultation, abdominal ultrasound, engine replacement, contact car wash, group judo class, individual aerobics class, etc.

All services have categories. A category is a section (folder) that contains several types of similar services or works. 

Examples of categories: haircuts, coloring, consultations, quests, auto body repair.

Editing

In the main menu go to the Settings > Main settings > Services section.

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To add a new category, click the Create button and select Create a category option. A pop-up will appear in which you need to enter information about the category.

Read more on how to set up a category here.

To add services, click either the Create button and select Create a service option, or click the category and click the + Add service button in it. A new window will open in which you need to edit information about the service. Read more on how to configure services here.

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If necessary, you can upload your list of services from Excel (read more about this here) and download it to an Excel spreadsheet as well. 

To see the contents of existing service categories, click the folder with the category name. This category will open in which you can edit services, delete them and add new ones.

Altegio works both with individual companies and with companies that have several locations, you can read more about chain features here.

If the company provides the same services in different locations, you can configure them in the chain interface. This will allow you to avoid creating the same services in each location (read about these settings in more detail here).

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