{"id":1495,"date":"2024-11-23T04:58:41","date_gmt":"2024-11-23T04:58:41","guid":{"rendered":"https:\/\/support-landing.altegio.cloud\/support\/4861319864861-client-categories\/"},"modified":"2026-03-31T14:48:56","modified_gmt":"2026-03-31T14:48:56","password":"","slug":"4861319864861-client-categories","status":"publish","type":"docs","link":"https:\/\/alteg.io\/en\/support\/knowledge-base\/4861319864861-client-categories\/","title":{"rendered":"Client categories"},"content":{"rendered":"\n

You can easily categorize clients in Altegio<\/strong> based on certain criteria by assigning them to different categories<\/strong>. Categories are represented by colorful tags with customizable names that make it easy to label and organize clients.

By default, three categories are already created for you: Permanent, Loyal, <\/strong>and VIP<\/strong> (Administration<\/strong> mode, Clients > Client categories <\/strong>section).<\/p>\n\n\n\n

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You can use default categories and create new ones, assign categories to clients, edit and delete them.<\/p>\n\n\n\n

Using Filters<\/strong> you can send messages to a specific group of clients as well as assign new categories to specific clients. You can learn how to use filters in this detailed article<\/strong><\/a>.

The categories assigned to clients will be displayed automatically in the Appointment Calendar<\/strong>, allowing you to quickly identify and manage appointments for specific categories of clients.<\/p>\n\n\n\n

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Besides that, you can view client’s category by hovering over the status in the Appointment Calendar after appointment creation.<\/p>\n\n\n\n

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How to create a category<\/strong><\/h2>\n\n\n\n

Go to the Clients > Client categories<\/strong> section and click the Add a category<\/strong> button. Indicate the name of the category<\/strong> and select the color for the tag<\/strong>, click Save<\/strong>. After this the category will appear in the list.<\/p>\n\n\n\n

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How to assign a category to a client<\/strong><\/h2>\n\n\n\n

In the Clients > All Clients<\/strong> section open a client\u2019s card and select a tag you want to assign from the drop down list in the Category<\/strong> field. Click the “Save<\/strong>” button to apply your changes.<\/p>\n\n\n\n

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How to assign a category to a group of clients<\/strong><\/h2>\n\n\n\n

Go to the Clients > All Clients<\/strong> section and in it:<\/p>\n\n\n\n