Loyalty cards

There are two types of spaces in Altegio: locations and chains. Locations — with yellow highlight, chains — with purple highlight. Locations and chains have different sections. To open the chain you need to do the following:

• Click the name of the location in the top left corner.
• In the drop-down list select the desired chain.

In the chain interface in the Loyalty > Loyalty Cards section you will see a list of all cards that were issued to clients.

For each card you can view detailed information:

• card number in Altegio
• card number
• card type
• client’s phone number (of the card’s owner)
• balance
• date of creation

Data in # and Phone columns are clickable links:

• when you click on the phone number this client’s chain card will open;
• when you click on the card’s number, detailed information about this card will open.

Card information

On this page you will see detailed information about the card.

General information

• Owner. Phone number is given as a clickable link that will lead you to the client’s chain card.
• Type. Name of the card type is given as a clickable link that will take you to the page where you can edit card type.
• Sold and paid. Terms sold and paid have different meanings.Sold is the sum total of services and/or products, total check. Paid is the sum paid for the visit which can be complete or partial.
• Maximum % and fixed amount discount.
• Bonuses.
• Date of creation.

Promotions

Here you will see a list of promotion types, assigned to this card type and information about them: number, type, amounts earned.

Transactions

Here you will see a list of all transactions connected to this card and information about them: number, date, type, promotion (data is presented as a link that will take you to the promotion type editing page) and amount.