Client categories

What is it and what is it for?

You can divide clients into categories in Altegio. Categories are colorful tags with names that allow you to label and mark certain clients or groups of clients according to different criteria. Three categories are created by default: Permanent, Loyal, VIP.

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You can use default categories and create new ones, assign categories to clients, edit and delete them.

Using Filters you can send messages to a specific group of clients as well as assign new categories to specific clients. You can learn how to use filters in this detailed article.

Categories you assign to clients will be displayed automatically in the appointment in the Appointment calendar.

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How to create a category?

Go to the Clients Client Categories section and click the Add a category button. Indicate the name of the category and select the color for the tag, click Save. After this the category will appear in the list.

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How to assign a category to a client?

In the Clients Client Database section open a client’s card and select a tag you want to assign from the drop down list in the Category field.

Click Save.

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How to assign a category to a group of clients?

Go to the Clients Client Database section and in it:

  • Click the Action button and select Add to category if you want to add all clients to a category;
  • Check the boxes next to the names of certain clients and then click the Action button and select Add to category to add only a number of clients to a category.

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