After adding your Services add and edit information about the company’s team members. A “team member” is any worker who provides services or performs any actions.

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

Add a new team member #

1. To add a new team member click Add team member (top-left).
2. In the Add new team member window and fill in:

• Name
• Specialization (e.g., cosmetologist). The team member’s specialization will be visible to clients in the online booking.

3. Under Team member settings, choose one option:

Billable team member. Choose this if the team member will be included in the schedule and/or needs editing permissions.
Then enable Altegio access if they should be able to log in (their actual access will depend on the permissions you assign). Enter the phone number or email address where the team member will receive the invitation, and set the role.

Important

If you don’t have an SMS aggregator connected, the invitation won’t be delivered to a phone number. In this case, we recommend using an email address.

Non-billable team member. Choose this if the team member is not included in the schedule and only needs view-only access in the system and/or team & subscription management. They won’t be counted in the subscription limit.

Then enable Altegio access if they should be able to log in (their actual access will depend on the permissions you assign). Enter the phone number or email address where the team member will receive the invitation, and set the role.

Important

If you don’t have an SMS aggregator connected, the invitation won’t be delivered to a phone number. In this case, we recommend using an email address.

A non-billable team member can be assigned one of these access levels: Read-only or System Manager.

The team member has been dismissed. Choose this if the person no longer works with you (their access will be disabled).

4. Click Save.

Editing #

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

2. Adding a Description for your team 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 team member to choose for their appointment.
3. To add a description for a team member, 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 team member’s photo.
4. According to Altegio statistics, approximately one in every five clients visits this section, underscoring the importance of providing relevant and informative descriptions for your team members. 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:

5. Add a photo of your team member 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 a team member photo:

6. Click the “Edit” (pencil) button located within the team member’s profile.
7. Upload an image from your device.
8. In case you want to edit the uploaded image, click on it and editing options will be available.
9. Edit the photo, adjusting the zoom and orientation as desired.
10. Once you’re satisfied with the changes, click the “Save” button.

When selecting a team member 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 team members make a positive impression on clients.

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

Related articles #

Setting up the work schedule