Altegio allows you to work both with individual organizations and to manage chains with multiple locations.
Creating a chain #
Before creating a chain, create all locations you plan to combine into a chain.
Click the location name (or the chain name if you’re already in the interface of an existing chain), and in the drop-down menu under the Chains section, click Add.
Altegio will automatically take you to the chain management page in Settings > General.
Enter the chain name.
Select the locations that will be part of the chain one by one: choose a location from the list and click Add.
Choose the main location and click Save.
The main location is used to determine:
- SMS messaging plan/rates for the chain.
- The currency used to display statistics.
Important
For a location to be set as the main one, it must be first in the list. If the location is not at the top, you can move it by holding the button with three lines. Also, the Main location label must be enabled next to its name.
Chain management #
You can group locations in any way that’s convenient and create as many chains as you need to view analytical reports from different angles.
All chains are displayed in Settings > System Settings. Here you can delete a chain and assign the main chain.
Access rights to view client data across the chain #
Access rights are configured to make it easier for employees to work and to ensure the security of the company and information, such as the client database.
You can configure access rights to view client data across the chain for each Altegio user. To do this, go to Settings > Main Settings > Team, select a team member, and open the Access tab. In the Booking window section, there is an option called Access to client data throughout the chain.
Check the box if you want the team member to be able to see client data. Select the chain for which this team member will be able to view client data. To deny access, uncheck the box.
For more details about these settings, see the article Access rights for the appointment window.
