{"id":1303,"date":"2024-11-23T04:58:08","date_gmt":"2024-11-23T04:58:08","guid":{"rendered":"https:\/\/support-landing.altegio.cloud\/support\/4905463467549-customer-chain-card\/"},"modified":"2026-02-06T12:41:04","modified_gmt":"2026-02-06T12:41:04","password":"","slug":"4905463467549-customer-chain-card","status":"publish","type":"docs","link":"https:\/\/alteg.io\/en\/support\/knowledge-base\/4905463467549-customer-chain-card\/","title":{"rendered":"Client chain card"},"content":{"rendered":"\n<p><span style=\"font-weight: 400;\">In the chain interface, the <strong>Clients<\/strong> section contains a list of clients who have visited all locations of the chain. When you click the client name, you are directed to the client card, which contains information related to the client. The information is divided into 4 sections:<\/span><\/p>\n\n\n\n<h1 class=\"wp-block-heading\">Client card<\/h1>\n\n\n\n<p><span style=\"font-weight: 400;\">This section contains <strong>main information about the client<\/strong>: name, phone number, gender, date of birth, category, importance, discount, and the amount spent on services.<\/span><\/p>\n\n\n\n<p><span style=\"font-weight: 400;\">Information is displayed for each location visited.<\/span><\/p>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;69d9c3a3b152a&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"69d9c3a3b152a\" class=\"wp-block-image size-full wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"1024\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/ChatGPT-Image-Jan-20-2026-12_01_03-PM.png\" alt=\"\" class=\"wp-image-254926\" srcset=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/ChatGPT-Image-Jan-20-2026-12_01_03-PM.png 1024w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/ChatGPT-Image-Jan-20-2026-12_01_03-PM-300x300.png 300w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/ChatGPT-Image-Jan-20-2026-12_01_03-PM-150x150.png 150w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/ChatGPT-Image-Jan-20-2026-12_01_03-PM-768x768.png 768w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/ChatGPT-Image-Jan-20-2026-12_01_03-PM-360x360.png 360w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\taria-label=\"Enlarge\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.imageButtonRight\"\n\t\t\tdata-wp-style--top=\"state.imageButtonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Add. fields <\/h2>\n\n\n\n<p><span style=\"font-weight: 400;\">This section contains additional client fields, as well as their values.<\/span><\/p>\n\n\n\n<p><span style=\"font-weight: 400;\">See the detailed information on additional fields in the <a href=\"https:\/\/support.alteg.io\/hc\/en-us\/articles\/4858681446941-Additional-fields\" target=\"_blank\" rel=\"noopener noreferrer\"><strong>article<\/strong><\/a>.<\/span><\/p>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;69d9c3a3b1793&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"69d9c3a3b1793\" class=\"wp-block-image wp-lightbox-container\"><img decoding=\"async\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/12\/Screenshot_453.png\" alt=\"Screenshot_453.png\"\/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\taria-label=\"Enlarge\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.imageButtonRight\"\n\t\t\tdata-wp-style--top=\"state.imageButtonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n<p><span style=\"font-weight: 400;\"><\/span><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Visit history<\/h2>\n\n\n\n<p><span style=\"font-weight: 400;\">This section contains all the bookings of the client, the employees visited, the services provided, the products purchased, discounts and amounts paid, booking comments, as well as the locations that the client visited.<\/span><\/p>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;69d9c3a3b1964&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"69d9c3a3b1964\" class=\"wp-block-image wp-lightbox-container\"><img decoding=\"async\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/12\/Screenshot_454.png\" alt=\"Screenshot_454.png\"\/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\taria-label=\"Enlarge\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.imageButtonRight\"\n\t\t\tdata-wp-style--top=\"state.imageButtonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n<p><span style=\"font-weight: 400;\"><\/span><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Sent messages&nbsp;<\/h2>\n\n\n\n<p><span style=\"font-weight: 400;\">This section contains a list of messages sent to the client via all channels. Their type, status, time, message content and channel are also displayed here.<\/span><\/p>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;69d9c3a3b1b01&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"69d9c3a3b1b01\" class=\"wp-block-image wp-lightbox-container\"><img decoding=\"async\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/12\/Screenshot_455.png\" alt=\"Screenshot_455.png\"\/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\taria-label=\"Enlarge\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.imageButtonRight\"\n\t\t\tdata-wp-style--top=\"state.imageButtonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n<p><span style=\"font-weight: 400;\"><\/span><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Loyalty&nbsp;<\/h2>\n\n\n\n<p><span style=\"font-weight: 400;\">This section contains the current loyalty program and allows an opportunity to issue a card to the customer or delete it.<\/span><\/p>\n\n\n\n<p><span style=\"font-weight: 400;\">All gift cards and memberships, as well as loyalty cards that were issued to the client, and information on them are displayed here:<\/span><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><span style=\"font-weight: 400;\">amount of all payments;<\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400;\">number of visits;<\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400;\">discounts;<\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400;\">accrued bonuses;<\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400;\">promotions that are attached to this card;<\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400;\">history of all card transactions: date, promotion, payment amount or accrued bonuses;<\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400;\">canceling bonuses: amount of bonuses and their validity period;<\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400;\">accrue\/write-off of bonuses (manual).<\/span><\/li>\n<\/ul>\n\n\n\n<p><span style=\"font-weight: 400;\">See the detailed information on the <strong>Loyalty<\/strong> section (discount and bonus cards, gift cards and memberships) in the <a href=\"https:\/\/support.alteg.io\/hc\/en-us\/categories\/4905754072605-Loyalty-\" target=\"_blank\" rel=\"noopener noreferrer\"><strong>articles<\/strong><\/a>.<\/span><\/p>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;69d9c3a3b1dfb&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"69d9c3a3b1dfb\" class=\"wp-block-image wp-lightbox-container\"><img decoding=\"async\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/12\/Screenshot_456.png\" alt=\"Screenshot_456.png\"\/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\taria-label=\"Enlarge\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.imageButtonRight\"\n\t\t\tdata-wp-style--top=\"state.imageButtonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Client accounts <\/strong><\/h2>\n\n\n\n<p>This section displays the client\u2019s accounts with the current balance and transaction history. You can top up an account only in a location \u2014 this function is not available in the chain interface. You can read more about client accounts<a href=\"https:\/\/alteg.io\/en\/support\/knowledge-base\/4905494221085-deposit-accounts\/\"> <\/a><strong><a href=\"https:\/\/alteg.io\/en\/support\/knowledge-base\/4905494221085-deposit-accounts\/\">here<\/a>.<\/strong><span style=\"font-weight: 400;\"><\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>In the chain interface, the Clients section contains a list of clients who have visited all locations of the chain. When you click the client name, you are directed to the client card, which contains information related to the client. The information is divided into 4 sections: Client card This section contains main information about&hellip; <a class=\"more-link\" href=\"https:\/\/alteg.io\/en\/support\/knowledge-base\/4905463467549-customer-chain-card\/\">Continue reading <span class=\"screen-reader-text\">Client chain card<\/span><\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"footnotes":""},"doc_category":[85],"doc_tag":[1507,1564,1534,1549,1774,1522,1297,1492],"class_list":["post-1303","docs","type-docs","status-publish","hentry","doc_category-chain-client-database","doc_tag-client-en","doc_tag-client-account-en","doc_tag-gift-card-en","doc_tag-loyalty-card-en","doc_tag-loyalty-program-en","doc_tag-membership-en","doc_tag-service-en","doc_tag-visit-en","entry"],"aioseo_notices":[],"year_month":"2026-04","word_count":317,"total_views":"216","reactions":{"happy":"0","normal":"0","sad":"0"},"author_info":{"name":"ivan.k","author_nicename":"altegio","author_url":"https:\/\/alteg.io\/en\/author\/altegio\/"},"doc_category_info":[{"term_name":"Chain client database","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/categories\/chain-client-database\/"}],"doc_tag_info":[{"term_name":"Client","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/client-en\/"},{"term_name":"Client Account","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/client-account-en\/"},{"term_name":"Gift Card","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/gift-card-en\/"},{"term_name":"Loyalty Card","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/loyalty-card-en\/"},{"term_name":"Loyalty Program","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/loyalty-program-en\/"},{"term_name":"Membership","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/membership-en\/"},{"term_name":"Service","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/service-en\/"},{"term_name":"Visit","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/visit-en\/"}],"knowledge_base_info":[],"knowledge_base_slug":[],"_links":{"self":[{"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/docs\/1303","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/comments?post=1303"}],"version-history":[{"count":5,"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/docs\/1303\/revisions"}],"predecessor-version":[{"id":271747,"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/docs\/1303\/revisions\/271747"}],"wp:attachment":[{"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/media?parent=1303"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/doc_category?post=1303"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/doc_tag?post=1303"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}