In Altegio, services are grouped into categories of similar services to make it easier for you and your clients to find what they need.
To add services to the system, you must first create service categories, and then add the services within those categories.
How to Create a Service Category #
Go to the main menu and open Settings > Main settings > Services.
To add a new category, click Create > Service category.
A new window will open where you need to enter the name of the service category, for example, Massage Services or Men’s Haircuts, and click Create.
Fill in the “Use a different name for online booking” setting if you want to display a different name in the online booking widget.
You can edit and delete service categories. Learn more in the article “Configuring and Editing Service Categories.”
How to Add Services #
Services can be created and added manually one by one, or uploaded as a list from an Excel file.
Creating a Service #
- Go to Settings > Main settings > Services.
- To add a service, click Create > Service.
In the window that appears, fill in the following fields:
- Name, for example, Men’s Haircut
- Select a Category, for example, Haircuts
- Enter the Price of the service. If needed, check “Set price as a range” and specify the minimum and maximum price
- Set the Duration of the service. This duration will be selected by default when assigning services to professionals. If necessary, you can set different durations for individual professionals
- Choose the Type — Appointment or Group. If you select Group, specify the group capacity
Click Create.
These settings are enough to create a service, but additional settings are required for full functionality in the system and for online booking.
You can also add a photo and description to services—this information will be visible to clients during online booking. You can enable or disable online booking, along with many other service configuration options that you can adjust later. Learn more in the article “Configuring and Editing Services.”
Adding Multiple Services from an Excel File #
Go to Settings > Main settings > Services.
To upload services from an Excel file, click Excel Actions > Import from Excel in the top-right corner and follow the on-screen instructions or the instructions in this article.
If you have multiple locations that offer the same services, add the services at the chain level.
Altegio also allows you to configure package services, such as “4-hands” services. Learn more about configuring package services in the article.
Now that all services are added to the system, link them to professionals. How to do this is covered in the next article.
