Membership types

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

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

Creating membership type

In the chain interface go to the Loyalty > Membership Types section and click the Add a membership type button. On the new page that opens indicate all information needed and click the Save button.

Settings tab

Step 1: Choose a Membership Category Select the Standard membership option to create a fixed-term membership that includes a specified number of services. This type of membership allows manual renewal after expiration. Auto-renewal membership is available for recurring memberships. Step 2: Enter the Membership Title In the Membership title field, input a clear and recognizable name for your membership (e.g., “Gold 10 Visit Package”).

Step 3: Configure Services Under the Services section: Membership balance: Choose how the included services are distributed. Options include:

• Split: Services are counted individually and tracked per type.
• Total: All services draw from a single pool of visits.

Click + Add a service to specify which services are included in the membership.

Step 4: General Settings Set the pricing and usage rules for the membership: Set the pricing and usage rules for the membership:

• Membership price, R$: Enter the cost of the membership.
• Duration: Define how long the membership remains valid (e.g., 1 day, 1 month).
• Activate membership: Choose when the membership becomes active:
  • During the first visit
  • Upon purchase  If in the Activate automatically on long non-attendance field you’ve indicated Yes then in the Activate from the moment of sale through (in) field you’ll be able to indicate when a membership should be activated after sale. Learn about this in more detail in the article.
• Activate automatically on purchase: Select “Yes” to automatically activate when bought.
• Delay until activation: Set a delay period (if needed) before activation begins.
• In which locations customers can use membership: Restrict usage to specific locations or choose “None” to allow all.
• Can be frozen: Choose whether clients can pause (freeze) their membership. Learn about this in more detail in the article.
• Valid for locations: Select the physical locations where the membership is valid. Use + Add all locations or Reset selection to modify.

Step 5: Membership Settings (Optional) Additional settings for advanced control: Allow membership sale without a code. These memberships are valid only if client is specified during the sale. Recalculate price when using membership: Adjusts the service price dynamically when redeemed under membership. For example, a single visit costs $100. With an 8-session membership priced at $600, the recalculated service cost per session is $75. Selecting this option will include the $75 session cost in both the daily financial report and employee salary calculations, as outlined in the ‘Payroll Rules’ Available for selling online: Makes the membership purchasable through the online widget. (Requires the membership to be available in the selected locations.)

Detailed information on online sales can be found in the article.