Adding staff and Information

After adding your Services add and edit information about the company's employees. An "employee" is any worker who provides services or performs any actions.

In the Altegio system, an employee does not necessarily have to be a living person. The "employee" entity is what the client books when selecting a service. Employees can also include workstations, rooms, photo studios, car washes, saunas, etc., depending on your business area.

How to add a staff member

1. Go to Settings > Main settings > Staff section in the main menu. 


2. In the top right corner click the Add an employee button.

3. In the pop-up window fill in the information in the fields.

Enter the employee's name.

Check the box "Add an employee to the schedule" (relevant only for the new interface).

Specify the employee's specialization and position. The position is often needed for internal use, and it is not mandatory to specify it. The specialization must be specified. There are no strict criteria for positions and specializations in Altegio; you can determine them yourself. Typically, these fields are used as follows:

Position: A group of employees performing similar types of work or services. For example: stylist, makeup artist, cosmetologist, doctor, car washer, tutor. If you have not yet created a list of positions, you can quickly create a new one by typing its name in the corresponding field and pressing Enter. Learn more about creating and editing positions here.

Specialization: A narrower definition of a position, a specific area of activity within one profession. For example: aesthetic cosmetologist, dermatological cosmetologist; universal hairdresser, colorist hairdresser.

In the online booking widget settings, you can choose what will be displayed next to the employee's name—position or specialization (by default, specialization will be selected). Learn more about this here. 

Provide the user's phone number (or email) for access to the service or skip this step by unchecking the box. A user is a company employee who has access and certain rights in Altegio. The user logs into the system with a username and password and can perform actions permitted by their access rights. Linking with a user is necessary for sending notifications to the employee and printing receipts. Learn more about users and their invitations in the article "Users list management." Learn more about linking a user to an employee in the article "Employee settings."


1. Click the name of the staff member to add a description and photo of this employee that will appear in the online booking widget, edit the employee or fill in additional information.

2. Adding a Description for your staff members can help clients learn more about their experience, education, and work they do. This information can be especially helpful when clients are trying to decide which staff member to choose for their appointment.

To add a description for an employee, simply enter the relevant information into the designated field. The description will appear in the online booking widget if a client clicks the "i" (information) icon next to the employee's photo.

According to Altegio statistics, approximately one in every five clients visits this section, underscoring the importance of providing relevant and informative descriptions for your employees. Be sure to include any pertinent details that will help your clients make an informed decision.

Here's how the information will be displayed in the new design of the online booking widget:


3. Add a photo of your employee to help personalize their profile and make it easier for clients to identify them when they arrive for their appointment. Here's how to add an employee photo:

  1. Click the "Edit" (pencil) button located within the employee's profile.
  2. Upload an image from your device.
  3. In case you want to edit the uploaded image, click on it and editing options will be available.
  4. Edit the photo, adjusting the zoom and orientation as desired.
  5. Once you're satisfied with the changes, click the "Save" button.

When selecting an employee photo, it's important to choose a high-quality image that meets certain specifications. The photo should be placed on a white or transparent background, have dimensions of 365 x 365 pixels, and a maximum file size of 12 megabytes. We recommend posting professional photos that will help your employees make a positive impression on clients.

In this article, you can learn more about configuring other sections in the staff member's card.

Related articles

Setting up the work schedule