{"id":252172,"date":"2026-02-12T10:17:48","date_gmt":"2026-02-12T10:17:48","guid":{"rendered":"https:\/\/support-landing.altegio.cloud\/support\/?post_type=docs&p=252172"},"modified":"2026-03-19T10:44:31","modified_gmt":"2026-03-19T10:44:31","password":"","slug":"252172","status":"publish","type":"docs","link":"https:\/\/alteg.io\/en\/support\/knowledge-base\/252172\/","title":{"rendered":"Settings section overview"},"content":{"rendered":"\n

The Settings<\/strong> section has been reorganized into clear groups, so you can quickly find what you need \u2014 from location details and branding to module configuration (payments, products, payroll) and system-wide parameters.<\/p>\n\n\n\n

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How to open Settings<\/h2>\n\n\n\n
    \n
  1. Open Administration mode<\/strong>.<\/li>\n\n\n\n
  2. Go to Settings<\/strong>.<\/li>\n\n\n\n
  3. Choose the section you want to configure.<\/li>\n<\/ol>\n\n\n\n
    \n

    Important:<\/strong> Some settings may be available only to certain roles. If you don\u2019t see a section, ask your manager\/admin to check your permissions.<\/p>\n<\/blockquote>\n\n\n\n

    Settings structure overview<\/h2>\n\n\n\n

    The Settings page is divided into 4 main groups:<\/strong><\/p>\n\n\n\n

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    1. Location<\/strong> \u2014 information clients see + legal\/business data<\/li>\n\n\n\n
    2. Module settings<\/strong> \u2014 configure how key modules work (products, payroll, payments, receipts)<\/li>\n\n\n\n
    3. Category<\/strong> \u2014 create and manage categories used across the system<\/li>\n\n\n\n
    4. System settings<\/strong> \u2014 global parameters (country, language, timezone, integrations)<\/li>\n<\/ol>\n\n\n\n

      Location settings<\/h1>\n\n\n\n

      These sections control how your business is presented and what contact and legal information is stored.<\/p>\n\n\n\n

      Brand<\/h2>\n\n\n\n

      Add your company name, logo, and short description that clients will see. Read in more detail here.<\/strong><\/a><\/p>\n\n\n\n

      Contacts<\/h2>\n\n\n\n

      Provide your phone number, email, and address so clients can contact you. Read about this in more detail here<\/a>.<\/strong><\/p>\n\n\n\n

      Gallery<\/h2>\n\n\n\n

      Upload photos to show your atmosphere, interior, or work results. Read about this section in detail in this article.<\/strong><\/a><\/p>\n\n\n\n

      Details<\/h2>\n\n\n\n

      Add your company\u2019s detailed legal data. Read about information about this section here<\/a>.<\/strong><\/p>\n\n\n\n

      \n

      Note<\/strong><\/p>\n\n\n\n

      Location settings are usually the first things to update after creating a new account or adding a new location.<\/p>\n<\/blockquote>\n\n\n\n

      Module settings<\/h1>\n\n\n\n

      These sections affect how Altegio modules behave and how calculations\/financial flows work.<\/p>\n\n\n\n

      Products <\/h2>\n\n\n\n

      View, create and manage the full list of products available in stock and for sale at your company. Read about this section in detail in this guide<\/a>.<\/strong><\/p>\n\n\n\n

      Payroll<\/h2>\n\n\n\n

      Define rules and parameters for automatic salary calculation for your team. Read detailed guide on how to do it in the Configuring Compensation Deductions in Payroll Calculation<\/a> <\/strong>article.<\/p>\n\n\n\n

      Online Payments<\/h2>\n\n\n\n

      Enable and configure receiving online payments from clients through payment systems. Read about available options and settings here<\/a>.<\/strong><\/p>\n\n\n\n

      Payment Methods and Fees<\/h2>\n\n\n\n

      Connect different payment methods and adjust commissions\/fees.
      Read in more detail in this       article<\/a>.<\/strong><\/p>\n\n\n\n

      Receipts<\/h2>\n\n\n\n

      Configure the issuance and delivery order of non-fiscal receipts.<\/p>\n\n\n\n

      \n

      Important<\/strong>

      If you change payment methods\/fees or receipt logic, it can impact reports and finance workflows. Make changes carefully and test if possible.<\/p>\n<\/blockquote>\n\n\n\n

      Category settings<\/h1>\n\n\n\n

      Categories help you organize data and make filtering\/reporting easier.<\/p>\n\n\n\n

      Appointment Categories<\/h2>\n\n\n\n

      Organize appointments by type (for example: first consultation, online booking, follow-up). Learn more about this section here.<\/strong><\/a><\/p>\n\n\n\n

      Event Categories<\/h2>\n\n\n\n

      Create event types to tag them easily in the schedule. Learn more about this section here.<\/strong><\/a><\/p>\n\n\n\n

      Client Categories<\/h2>\n\n\n\n

      Group clients (VIP, new, regular, etc.) to better manage your client database. Check about this section in more detail in this article<\/a>.<\/strong><\/p>\n\n\n\n

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      Tip<\/strong>

      Categories are super useful for analytics and segmentation \u2014 set them up early, and keep naming consistent.<\/p>\n<\/blockquote>\n\n\n\n

      System settings<\/h1>\n\n\n\n

      These are global parameters for your account\/location and technical configuration.<\/p>\n\n\n\n

      General<\/h2>\n\n\n\n

      Set country, industry, time zone, time format, and language.
      What you can set here<\/p>\n\n\n\n