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How can I add new patients to E-Prescribe?
[Article: Add New Patients to E-Prescribe | URL: https://support.vagaro.com/hc/en-us/articles/41122742911259-Add-New-Patients-to-E-Prescribe] Before you can prescribe medications through E-Prescribe, each patient must have a complete profile that meets prescription requirements. This includes key details such as their ...
Create a customer profile for them in vagaro or link and existing profile to them. Ensure they have a first name last name birthday gender address and at least one phone number. Go to customers select a customers and go to the E-Prescribe tab. Select Start prescribing.
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How do I create a blog post on mysite?
[Article: MySite: Create a Blog Post | URL: https://support.vagaro.com/hc/en-us/articles/31549408978331-MySite-Create-a-Blog-Post] Want to get your point across to your customers but don't have much blog writing experience? To help get your blog started, Vagaro has an embedded AI that can help write your content for yo...
select mysite, go to settings, select blogging, select create new post, in the new post textbox enter teh title of your blog post... additional details on editing... once done select publish post on the top right corner.
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What business categories must be selected to accept FSA and HSA payments when signing up for credit card processing?
[Article: Accept FSA and HSA Payments | URL: https://support.vagaro.com/hc/en-us/articles/24312682236315-Accept-FSA-and-HSA-Payments] To take FSA and HSA payments, you must select the Med Spa, Medical Services and Health Practitioners, or Chiropractors, Chiropractic Offices business/industry category when signing up fo...
You must select the Med Spa, Medical Services and Health Practitioners, or Chiropractors, Chiropractic Offices business/industry category.
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What are the four types of components available for building a website in MySite?
[Article: MySite: Place and Manage Components | URL: https://support.vagaro.com/hc/en-us/articles/20043904453915-MySite-Place-and-Manage-Components] When it comes to building a website, components are the building blocks that make up the visual elements of your site. You have a variety of components to choose from, inc...
The four types of components are: Text Components (headers and text blocks), Layout Components (to organize and separate content), Element Components (simple components like images, videos, and buttons), and Vagaro Components (sync from your Vagaro business).
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What options do I have to filter a customer's class attendance history on the Vagaro Pro app?
[Article: View a Customer's Class Attendance History | URL: https://support.vagaro.com/hc/en-us/articles/360021459773-View-a-Customer-s-Class-Attendance-History] From a customer's profile, you can view their class attendance history to see how often they attend their classes, which classes they've signed up for, which ...
You can filter a customer's class attendance history by selecting the Filters button and then choosing options for Status, Class, All Teachers, and Start Date/End Date.
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What happens to my custom designs if I reset my MySite?
[Article: MySite: Reset Your MySite and Start From Scratch | URL: https://support.vagaro.com/hc/en-us/articles/26664576284187-MySite-Reset-Your-MySite-and-Start-From-Scratch] Changing your website layout will reset your MySite. Resetting your MySite will restore any of the default pages, text, and images from when you ...
Vagaro will not refund any custom designs if you decide to reset your MySite.
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What details can be edited when modifying a class or workshop in Vagaro?
[Article: Edit a Class or Workshop | URL: https://support.vagaro.com/hc/en-us/articles/360009036933-Edit-a-Class-or-Workshop] When you modify a class or workshop offered on your class menu, you can rename those that were created as custom classes, but you cannot rename those that were created as a recommended Vagaro Cl...
When modifying a class or workshop in Vagaro, you can edit the class name, class description, category, resources, add-ons suggested, applicable taxes, business cost, cleanup time, whether the class is shown online, workshop cost, number of sessions, sell price, live stream price, duration, points given, points to rede...
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What steps should I follow to reply to a customer's review on a phone?
[Article: Respond to Customer Reviews | URL: https://support.vagaro.com/hc/en-us/articles/4405382006299-Respond-to-Customer-Reviews] If you reply to a customer's review, your comment will be posted below it and the customer will receive a notification. Customers cannot write additional comments after your reply. On a ...
To reply to a customer's review on a phone, select More → Reports → Review Management. Filter your report as needed and select Run Report. Below the customer's comment, enter or generate your response in the Write a reply box. You can either write your own response or select Reply with AI to auto-generate a response. A...
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What should you do if an attendee doesn't have a profile at your business while registering them for a class?
[Article: Register and Manage Class Attendees | URL: https://support.vagaro.com/hc/en-us/articles/29078318111387-Register-and-Manage-Class-Attendees] Customers typically register for classes online through your Vagaro Listing Page . For walk-ins or customers who call to register, you can add them directly to the class ...
You can create a profile for them by selecting the + in the top-right corner.
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How do I add additional stock to a partial-use product on a phone?
[Article: Create Partial-Use Products for Backbar Use | URL: https://support.vagaro.com/hc/en-us/articles/41206452277787-Create-Partial-Use-Products-for-Backbar-Use] When new stock of a product comes in, you can change the quantity from Inventory Management. On a Phone To add additional stock: Select More → Settings →...
To add additional stock on a phone, select More → Settings → Management, then choose your partial-use product from the inventory. In the top-right corner, select Action → Add. Scan your products or select Add (Containers) Manually. After adding all products, select Next. If the Barcode Already Exists popup appears, sel...
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What criteria does Vagaro use to automatically delete customer profiles?
[Article: Merge and Clean Up Customers | URL: https://support.vagaro.com/hc/en-us/articles/204348140-Merge-and-Clean-Up-Customers] Turn on Auto-Cleanup Customers to let Vagaro remove customer profiles that are missing contact details or inactive for a while. This runs in the background, so you can keep running your bus...
Vagaro uses the following criteria to automatically delete customer profiles: customers without an email, customers without a phone number, customers without a card on file, and customers who haven't visited within a selected period. Vagaro only removes a profile that matches every selected criterion.
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How can I undo a check-in at the kiosk if I accidentally checked in for the wrong appointment?
[Article: Self Check-In at a Business - for Customers of a Vagaro Business | URL: https://support.vagaro.com/hc/en-us/articles/115003955413-Self-Check-In-at-a-Business-for-Customers-of-a-Vagaro-Business] Depending on the business, you may still be able to check in at a kiosk after an appointment has started. For classe...
To undo a check-in at the kiosk, select Check in to sign into your Vagaro account. In your list of appointments, select the More menu beside the appointment or class that was checked in, then select Undo Check-In. If you have multiple check-ins to undo, toggle on their switches to select them, then select Undo Check In...
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What happens if I have only one Vagaro license regarding the business hours setup?
[Article: Set Up Your Business Profile | URL: https://support.vagaro.com/hc/en-us/articles/18977243390491-Set-Up-Your-Business-Profile] for Navigation App Directions : Toggle if you want your customers' navigation apps to use the address you entered (instead of the map marker, if you moved the pin). Specify what days a...
If you have only one Vagaro license, which is usually the business owner's, the toggle for specifying business hours does not appear. Instead, the working hours entered in the business owner's Employee Profile screen are automatically used.
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What steps do I need to follow to add a Vagaro Service to my service menu on a phone?
[Article: Add a Vagaro Service | URL: https://support.vagaro.com/hc/en-us/articles/18977243959067-Add-a-Vagaro-Service] When you add a Vagaro Service to your menu, you're also defining your business type with keywords in their names and descriptions. These keywords help customers find you and your services more easily ...
To add a Vagaro Service to your service menu on a phone, select More → Settings → Service/Class Menu. Then select Services to view your service menu. Verify that the Service/Class Menu is for the correct employee, select Add, and then select Service. Choose Vagaro Service or Custom Service, scroll through the list of s...
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What are the steps to create a compound medication in E-Prescribe?
[Article: Set Up and Prescribe a Compound Medication | URL: https://support.vagaro.com/hc/en-us/articles/41163913325979-Set-Up-and-Prescribe-a-Compound-Medication] E-Prescribe includes the ability to add compound medications to the drug database and then use those compound medications to prescribe them for any patient....
To create a compound medication in E-Prescribe, go to Customers and select a customer. Then, select the patient's profile and go to the E-Prescribe tab. In Prescriptions, select Prescribe New Drug → Compound/Specialty → Setup Compound. Enter a Title and a Comment for the compound, then select Add Compound. Next, select...
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How can I jump to a specific month and year on the calendar using a phone?
[Article: Jump to a Date on the Calendar | URL: https://support.vagaro.com/hc/en-us/articles/360016457833-Jump-to-a-Date-on-the-Calendar] Jump to a different day, week, or month to quickly view upcoming appointments and events. You can also move the calendar backward or forward by years if needed. Prerequisites: This f...
On a phone, you can jump to a specific month and/or year by selecting the Menu menu in the top-right corner, then selecting the Calendar Jump button. Use the < or > buttons to cycle through the different months, or select the current month with the Down-Arrow icon to choose another year or month. After selecting a day ...
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What information is displayed on the Company Pays tab for each employee?
[Article: Payroll History Report | URL: https://support.vagaro.com/hc/en-us/articles/115003990314-Payroll-History-Report] aro Payroll only): The total amount reimbursed to the employee. Additional Earnings : The extra amount earned in addition to their hourly wages or salary. Gross Pay Total : The total amount earned b...
The Company Pays tab shows the first and last name of each employee, the gross amount of money paid to the employee, the payment method, the amount reimbursed, the total amount of taxes paid by the company for the employee, the total amount of benefits paid by the company for the employee, and the subtotal of all amoun...
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What steps do I need to follow to decrease the quantity of a single product on my phone?
[Article: Lower Product Quantity | URL: https://support.vagaro.com/hc/en-us/articles/29525023232539-Lower-Product-Quantity] Maintaining your business's inventory is important to know if you're running low or out of stock of a product. When your business needs to lower products, reduce the amount of multiple products in...
To decrease the quantity of a selected product on your phone, select More → Settings → Management, then select the product to be edited. If you want to decrease the stock of a single Variant, select the Right-Arrow > next to the product to view its Variants. In the top-right corner of the screen, select the button, the...
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How do I access the Checkout Settings on the Vagaro Pro App?
[Article: Change Your Checkout Settings | URL: https://support.vagaro.com/hc/en-us/articles/19076333010075-Change-Your-Checkout-Settings] You can configure your Checkout Settings to change how day-to-day transactions process, what types of receipts you need, set up the Vagaro Printer, and set your tipping preferences. ...
To access the Checkout Settings on the Vagaro Pro App, go to the Checkout screen and in the top-right corner, select the Settings icon.
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What is Vagaro's public key used for in the context of data transfer?
[Article: Transferring Data using PGP Encryption | URL: https://support.vagaro.com/hc/en-us/articles/13676714787739-Transferring-Data-using-PGP-Encryption] CWem5KQjpw3OsqKRVoWcaL0/r+ljwGZJYtM6qUfzjJA1o494DPpSYQ3WJFkH7 UB9WSA138lRP7um+fQ8IbYgiBxfBtNepaGokX944uHNHIc6cyzkfzPv733UkPhAu KAO9ItwcLpmZIbOsJctbSuYN4p6py1NTNXRrn...
Vagaro's public key is used for encrypting data during the transfer process using PGP encryption.
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What information is displayed for each customer profile in the Customer List Report when viewed on a phone?
[Article: Customer List Report | URL: https://support.vagaro.com/hc/en-us/articles/115004772554-Customer-List-Report] to show customers whose ages were within this range during this timeframe. After running the report, review and sort the customers in the report as separate cards or in a table by selecting their tabs: ...
The following information is shown for each customer profile listed in the report on a phone: Name, Amount Spent, Email, Address, Cell Phone, Day Phone, Night Phone, Customer Since, Last Visited, Membership, Online Booking status, Birthdate, Gender, Referred By, Tags, Appointments Booked, Classes Booked, Check-Ins, Cre...
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What notifications will a customer receive after an invoice is created for them?
[Article: Create and Send an Invoice at Checkout | URL: https://support.vagaro.com/hc/en-us/articles/360011037574-Create-and-Send-an-Invoice-at-Checkout] If a customer forgets their wallet or you need to charge a deposit over the phone, create an invoice. Invoices are a safe and secure way to collect payment from custo...
The customer will receive the invoice by email and text with instructions on how to pay online, as well as a push notification notifying them of the new invoice.
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What are the benefits of creating Daily Deals on Vagaro?
[Article: Create Daily Deals for Memberships & Packages | URL: https://support.vagaro.com/hc/en-us/articles/21356144738331-Create-Daily-Deals-for-Memberships-Packages] Daily Deals are a great way to advertise your business to new customers and help bring back customers who haven't come in for a while. Creating a Daily ...
Creating Daily Deals helps advertise your business to new customers, encourages returning customers, and increases visibility by appearing on the Vagaro Marketplace, your Vagaro Listing Page, and MySite.
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How can I change the URL of a new page I add to my MySite?
[Article: MySite: Add a New Web Page | URL: https://support.vagaro.com/hc/en-us/articles/20043859618843-MySite-Add-a-New-Web-Page] Organize the content in your MySite by adding new web pages to showcase and explain different topics. For example, you can create a new page for each of your services to provide more detail...
You can change the URL of a new page by updating the URL Slug in the page settings.
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How do I use a package to redeem a service during booking on Vagaro?
[Article: Redeem a Package - for Customers of a Vagaro Business | URL: https://support.vagaro.com/hc/en-us/articles/360006472253-Redeem-a-Package-for-Customers-of-a-Vagaro-Business] A package allows you to purchase services in bulk, typically at discounted prices. You can purchase a package that can redeem one service ...
On the checkout screen, ensure no points or memberships are applied, then select 'Use Package Visit' for the package to be used, and proceed with booking your service or class.
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Why should I set up safe IP addresses for my team members in Vagaro?
[Article: Best Practices for Vagaro Security | URL: https://support.vagaro.com/hc/en-us/articles/21876536869531-Best-Practices-for-Vagaro-Security] In today’s world of information, everyone’s personal and financial information is always at risk from prying eyes and data thieves. Vagaro takes privacy and information sec...
Setting up safe IP addresses allows team members to log in only from specific, approved locations, preventing unknown users and devices from accessing your Vagaro business account.
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How can I resend an invitation to my customers after changing my Vagaro URL?
[Article: Invite Customers to Your Vagaro Listing Page | URL: https://support.vagaro.com/hc/en-us/articles/115005045413-Invite-Customers-to-Your-Vagaro-Listing-Page] After you set up your Vagaro Listing Page , you can send customers an email invitation with a link to your booking page. If you change your Vagaro URL in ...
After updating your Vagaro URL in your Business Profile, go to Marketing, select Invite Customers, and confirm to resend the invitation, which will send a new welcome email with the updated URL.
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How do I add a product bundle in Vagaro using a barcode scanner on a computer or tablet?
[Article: Add a Product Bundle to Your Inventory | URL: https://support.vagaro.com/hc/en-us/articles/1260800450750-Add-a-Product-Bundle-to-Your-Inventory] Product bundles are sets of products sold together, such as a gift basket that includes skin care products or a “fitness pack” that includes a jump rope, resistance ...
To add a product bundle with a barcode scanner, plug the scanner into your device, press and hold the power button, and hold it up to the barcode until you hear a beep. The code will appear in the text box. Then, select Next to continue.
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What should I do if the receipt printer does not print a test receipt during setup?
[Article: Set Up PayPro Duo | URL: https://support.vagaro.com/hc/en-us/articles/27909914522651-Set-Up-PayPro-Duo] To onboard PayPro: On the welcome screen, select Begin Onboarding . Follow the prompts for each Vagaro hardware, or select Skip for now to plug them in later. Barcode Scanner Connect the barcode scanner a...
Ensure that the receipt printer is powered on, all cables are fully inserted, and the receipt paper is inserted correctly, then select Test again or choose Skip for now to try later.
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How can I display my business phone number when there are no available appointments on my Vagaro Listing Page?
[Article: Configure Your Online Appointment Rules | URL: https://support.vagaro.com/hc/en-us/articles/204347060-Configure-Your-Online-Appointment-Rules] From setting up lead times for services and classes to how appointment times appear on your Vagaro Listing Page , customize your customers' booking experience in the O...
Enable the setting 'Display Business Phone Number When Appointments are Unavailable' to prompt customers to call your business and show your phone number when no appointments are available.
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How do I change the title tag for a specific page on my Vagaro MySite?
[Article: MySite: Change the Title Tag for a Page | URL: https://support.vagaro.com/hc/en-us/articles/26945918520987-MySite-Change-the-Title-Tag-for-a-Page] A Title tag specifies the title of a web page. It appears on search engine results pages as the headline for a given result or on social media pages when shared. T...
To change a page's title tag, select MySite, go to the Pages tab in the left design panel, hover over the page, click the Gear button, scroll down to Title Tag, enter your new tag, and then select Save.
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How can I view the current balance of a gift card if the receipt is lost?
[Article: Sell Gift Cards | URL: https://support.vagaro.com/hc/en-us/articles/18627015674011-Sell-Gift-Cards] Gift cards are a great way to help boost revenue at your business during the holidays. In Vagaro, you can sell physical and digital gift cards to your customers. Physical gift cards can be scanned from the che...
You can view the current balance of a gift card by going to the Gift Card Report, which shows all gift cards sold and their balances.
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What information do I need to enter under the Business Information section when setting up my Vagaro business profile?
[Article: Set Up Your Business Profile | URL: https://support.vagaro.com/hc/en-us/articles/18977243390491-Set-Up-Your-Business-Profile] Your business profile is one of the first things your customers will see when booking appointments with you online. You'll want customers to have all the information they need when the...
You need to enter your business's legal name, a description of what your business does (at least 100 characters), contact information including phone, email, and website, and your Vagaro URL.
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How do I add a new external link to my Vagaro MySite navigation bar?
[Article: MySite: Create a Navigation Link | URL: https://support.vagaro.com/hc/en-us/articles/33245801195291-MySite-Create-a-Navigation-Link] Navigation links allow you to link to external websites, such as your social media page or another website you own. Any navigation links you create will be added to the navigati...
To add a new external link, select MySite, go to the Pages tab in the left design panel, click Add Nav Link, enter a Link Name, input the Link URL of the external website, optionally toggle Open in new tab, then click Save.
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How can I apply a gift card to my purchase on Vagaro's website if it's not automatically applied?
[Article: Redeem Gift Cards Online - for Customers of a Vagaro Business | URL: https://support.vagaro.com/hc/en-us/articles/360006601033-Redeem-Gift-Cards-Online-for-Customers-of-a-Vagaro-Business] You can redeem one or more gift cards purchased from a Vagaro business when you check out at that business, both in-store ...
On a computer, go to the Vagaro Listing Page, add items to your cart, proceed to checkout, then under the Gift Cards heading, select the gift cards you'd like to apply. If needed, select Add Gift Card, enter the Gift Card Number, and click Apply.
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What happens to my data when I deactivate the Data Lake integration?
[Article: Deactivate the Data Lake Integration | URL: https://support.vagaro.com/hc/en-us/articles/34914557151643-Deactivate-the-Data-Lake-Integration] The Data Lake integration can be managed from the Manage Subscription page and turned off at any time. Deactivating this integration will remove all previous, current, ...
Deactivating the Data Lake integration will remove all previous, current, and future data from your business intelligence software.
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What are the recommended dimensions and aspect ratio for uploading a logo image to Vagaro?
[Article: Logo Image Tips | URL: https://support.vagaro.com/hc/en-us/articles/115006340867-Logo-Image-Tips] When searching in Vagaro, your logo image is the first visual a potential client sees, so it is important that you choose a great image that attracts more customers. To present your business in its best light, we...
The recommended dimensions are at least 1000 x 667 pixels, and the image should be placed on a 3:2 canvas (1280 x 1920 pixels) to ensure proper cropping and professional appearance.
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What information do I need to enter to add a new employee's profile in Vagaro?
[Article: Add an Employee Profile | URL: https://support.vagaro.com/hc/en-us/articles/18977275440795-Add-an-Employee-Profile] by asking the selected question, and they must provide the answer entered. Enter the employee's Employee Access settings: Employee Type : The type of Vagaro user your employee is at your busines...
To add a new employee's profile, you need to enter their First Name, Last Name, Email, Confirm Email, and optionally upload a Profile Picture, and provide personal details such as Address, Gender, Birthday, Phone Number, and Company Information like Start Date and Reports To. You also set their Login Information, inclu...
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How can I view the usage history of a customer's purchased package in Vagaro?
[Article: Manage Purchased Packages from a Customer's Profile | URL: https://support.vagaro.com/hc/en-us/articles/4406328135451-Manage-Purchased-Packages-from-a-Customer-s-Profile] After a customer purchases a package , you can view and manage it in their customer profile or by running the Packages report . Customers c...
To view a customer's package usage, go to the customer's profile, select the Packages tab, then select the package and click History.
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What details are shown in the Payment History section of the Vagaro Capital Report?
[Article: Check Your Vagaro Capital Balance and Payments | URL: https://support.vagaro.com/hc/en-us/articles/41561529042587-Check-Your-Vagaro-Capital-Balance-and-Payments] Keeping track of your Vagaro Capital cash advance is simple with the Vagaro Capital Report. This report shows your payment history, remaining balanc...
The Payment History section displays the days you've made payments, showing the payment date, the amount paid, and your remaining balance for each payment.
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How can I list my business on Google and Apple Maps using Vagaro?
[Article: Turn on Online Booking and List Your Business on Vagaro | URL: https://support.vagaro.com/hc/en-us/articles/360000604014-Turn-on-Online-Booking-and-List-Your-Business-on-Vagaro] Your Vagaro Listing Page is your business's booking site where your clients can book services and classes with you online, as well a...
To list your business on Google and Apple Maps, go to your Business Profile settings, toggle on 'List Business on Vagaro.com,' which also enables listing on Google.com and Apple Maps, provided you have the required business accounts, and then click Save.
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How do I clear browsing history and cache in Microsoft Edge?
[Article: Clear Cache and History on a Web Browser | URL: https://support.vagaro.com/hc/en-us/articles/204346890-Clear-Cache-and-History-on-a-Web-Browser] To clear the cache and history on a web browser if the device is running slower than usual, select one of the links below: Microsoft Edge Firefox Google Chrome Safar...
In Microsoft Edge, click the action menu (3 dots), select Settings, then Privacy, search, and services. Under Clear browsing data, click Choose what to clear, select the items you want to clear, choose a time range, and click Clear now. Finally, close all browser windows and restart Edge.
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How can I add a new brand to my products in Vagaro if it's not already in the preset list?
[Article: Add a Product Brand and Vendor | URL: https://support.vagaro.com/hc/en-us/articles/360001713713-Add-a-Product-Brand-and-Vendor] Brands and vendors allow you to group products so they're easily found online, in your reporting , and when managing Purchase Orders . Brand : A brand is a name that represents a com...
Go to the Inventory Management screen, create a new product or edit an existing one, select 'Create New Brand' from the Brand list, enter the Brand Name, and then select Save.
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How can I change the hero image in my new blog post on MySite?
[Article: MySite: Create a Blog Post | URL: https://support.vagaro.com/hc/en-us/articles/31549408978331-MySite-Create-a-Blog-Post] Create and manage a blog on MySite to post news, updates, and other professional content about your business. Start crafting your post, then further refine it by changing the hero image to ...
Hover over the image box in your new blog post, then select Change Hero Image. You can choose to search online, upload an image from your computer, or select from your previously uploaded images in the library. You can also modify the image's appearance, layout, position, and roundness using the right settings panel.
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When is the confirmation request typically sent to a customer before their appointment?
[Article: Examples of Appointment Notifications and Reminders | URL: https://support.vagaro.com/hc/en-us/articles/360000393854-Examples-of-Appointment-Notifications-and-Reminders] The screenshots below show examples of appointment notifications and reminders sent to customers via email and text when appointments are bo...
A confirmation request is typically sent 72 hours before the scheduled appointment.
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Where do I add custom code to include Google Tag Manager on my MySite?
[Article: MySite: Add Head or Footer Code to Your Website | URL: https://support.vagaro.com/hc/en-us/articles/26664552870043-MySite-Add-Head-or-Footer-Code-to-Your-Website] Adding custom code to your website's header or footer lets you apply it to all pages. This can be used to set up Google Tag Manager on your MySite....
You add custom code in the Head Code box for the header or the Footer Code box for the footer in your MySite settings, then save and publish your site.
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What happens if I run out of email or text credits when sending a campaign?
[Article: Avoid Email and Text Plan Overages | URL: https://support.vagaro.com/hc/en-us/articles/38605174908059-Avoid-Email-and-Text-Plan-Overages] If you run out of email or text credits, you'll be charged an overage fee for each additional message you send. When you're about to send a campaign, such as an email or te...
If you run out of email or text credits, you'll be charged an overage fee for each additional message you send, and a popup will appear to inform you of the overage and options to upgrade or accept the charges.
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Who is authorized to activate the Facebook Book Now button on my Vagaro business page?
[Article: Add a Book Now Button to Facebook | URL: https://support.vagaro.com/hc/en-us/articles/360002102633-Add-a-Book-Now-Button-to-Facebook] Similar to customers being able to book an appointment by going to your business's Instagram, Yelp, Google Maps, or Apple Maps account, you can also add the Book Now button at ...
Only the Vagaro business account owner can activate the Facebook Book Now button; employees will see a popup stating 'You have no rights to authorize' if they try.
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How can I edit a recurring appointment to change only one occurrence without affecting the series?
[Article: Edit Your Customer's Appointment on the Calendar | URL: https://support.vagaro.com/hc/en-us/articles/360010358234-Edit-Your-Customer-s-Appointment-on-the-Calendar] On Vagaro, you can update your customer’s appointments to change who's performing the service, appointment duration, price, or make the appointmen...
When editing a recurring appointment, select 'Edit This Occurrence' to change only that specific appointment without affecting the entire series.
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What must be done before transferring ownership if the current owner has future bookings?
[Article: Change Owner or Transfer Business | URL: https://support.vagaro.com/hc/en-us/articles/204347570-Change-Owner-or-Transfer-Business] Only the business account owner of a Vagaro business can change the owner of their business account or transfer it to someone else, including other business partners, family membe...
The future bookings must be moved to another employee's calendar or a new employee who does not have hours or services before ownership can be transferred.
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How do I create a generic customer profile for walk-in clients in Vagaro?
[Article: Check Out Walk-in Customers | URL: https://support.vagaro.com/hc/en-us/articles/37612023336347-Check-Out-Walk-in-Customers] People are spontaneous—sometimes they walk into your business ready to book a service or buy a product without an appointment. That doesn’t mean you should miss out on the sale. Because ...
To create a walk-in profile, select Customers, then on a mobile device tap the Add + button and enter 'Walk' as First Name and 'In' as Last Name, then select Save. On a computer, select Customers, then click Create New and enter 'Walk' for First Name and 'In' for Last Name, then Save.
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What information is included in the Appointment Timeline for a Vagaro appointment?
[Article: View Appointment Timeline and History | URL: https://support.vagaro.com/hc/en-us/articles/204347730-View-Appointment-Timeline-and-History] The Appointment Timeline (also called Appointment History) provides a complete record of an appointment and all actions taken on it. This includes the appointment date and...
The Appointment Timeline includes the appointment date and duration, the service added, the employee who provided the service, any notes added, who booked it and when, whether it was modified and by whom, the appointment status, any changes made, and on a computer, any email or text notifications sent to the customer.
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How can I upload artwork for a custom gift card if it's not ready during the order process?
[Article: Order Gift Cards from Vagaro | URL: https://support.vagaro.com/hc/en-us/articles/30847952225179-Order-Gift-Cards-from-Vagaro] Work with our Design Team to create a look specifically for your business. You’ll also be able to add your gift card policy and restrictions to be printed on the back of the card. Aft...
You can email the artwork file later to artwork@ecardsystems.com if it isn’t ready at the time of your order.
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How can I refund a partially redeemed package using the Transaction List report on a phone?
[Article: Fully Refund a Partially Redeemed Package | URL: https://support.vagaro.com/hc/en-us/articles/18535438378011-Fully-Refund-a-Partially-Redeemed-Package] If your customer is unsatisfied with a package they've purchased, you can fully refund it, even if some of their visits or redemptions have already been used....
To refund a partially redeemed package on a phone, select More → Reports → Transaction List, set the date range and filters, then swipe left on the package to be refunded, select Refund, enter the refund amount and tip if applicable, then proceed with the refund steps including selecting the refund method and confirmin...
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How do I duplicate a product on a mobile device in Vagaro?
[Article: Duplicate a Product | URL: https://support.vagaro.com/hc/en-us/articles/27871630917531-Duplicate-a-Product] Duplicating a product allows you to add another similar item to your Inventory without having to create it from scratch. Prerequisites: This feature is available for all Vagaro businesses, and you must ...
To duplicate a product on a mobile device, select More → Settings → Management, choose the product, then in the top-right corner, select Action → Duplicate. Make any needed changes and then select Save to add it to your inventory.
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How can I change my legal business name on Vagaro after account creation?
[Article: Australia - Activate Credit Card Processing | URL: https://support.vagaro.com/hc/en-us/articles/4402559712283-Australia-Activate-Credit-Card-Processing] Choose a Business/Industry Type Select the best industry type that fits your service/class offerings. You can change your industry type after your merchant a...
To change your legal business name on Vagaro, contact support with documentation supporting the change.
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How can I test if my Vagaro receipt printer is working correctly after setup?
[Article: Setting Up Your Vagaro Receipt Printer | URL: https://support.vagaro.com/hc/en-us/articles/9036513964443-Setting-Up-Your-Vagaro-Receipt-Printer] After setting up your Vagaro receipt printer, you can perform these actions: Test Your Printer After your Vagaro receipt printer has been installed, make sure it is...
To test your printer, go to the Transaction List Report screen, run a report, select a transaction, then select Receipt. In the receipt screen, select the arrow next to Print and choose your printer. If no receipt prints, refer to Troubleshooting Vagaro Receipt Printer.
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How can I customize which services are displayed in the Services component on my MySite?
[Article: MySite: Customize the Services Component and Hide Specific Services | URL: https://support.vagaro.com/hc/en-us/articles/22612637681179-MySite-Customize-the-Services-Component-and-Hide-Specific-Services] With the Services Vagaro components, you can show off the services you sell and have your customers book di...
In the MySite Editor, select the Services component, then scroll down to the Services option in the Style panel. Search for and select the specific services and categories you want to include on your website.
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How long does it typically take to import my data from Timely to Vagaro after scheduling an import appointment?
[Article: Import Your Business From Timely to Vagaro | URL: https://support.vagaro.com/hc/en-us/articles/20389132330523-Import-Your-Business-From-Timely-to-Vagaro] Transferring your business to Vagaro is a simple process for any type of business, from large multi-location businesses to solopreneurs. Here's what you can...
It typically takes one to three business days to import your information from Timely to Vagaro after scheduling your appointment.
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What happens to the employee's name in the customer's appointment notifications when auto-assign is enabled?
[Article: Auto-Assign Employees for Online Bookings | URL: https://support.vagaro.com/hc/en-us/articles/15057197724443-Auto-Assign-Employees-for-Online-Bookings] To make your customer's online booking experience as simple as possible, we recommend auto-assigning service providers to automatically select an employee bas...
Once an employee is assigned through auto-assign, their name is removed from the customer's booking notifications across all platforms, including push, email, text messages, waitlists, and the Appointment screen.
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How can I unsubscribe from marketing emails from a specific Vagaro business?
[Article: Unsubscribe from Vagaro or Business Communications - for Customers of a Vagaro Business | URL: https://support.vagaro.com/hc/en-us/articles/115003412914-Unsubscribe-from-Vagaro-or-Business-Communications-for-Customers-of-a-Vagaro-Business] If you no longer want to receive communications from a Vagaro business...
At the bottom of the business's email, select 'Here' to access your notification settings, then choose to unsubscribe from marketing emails or texts from that business.
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