Vagaro FAQs

To balance your cash drawer, follow the steps below when using the MobileandDesktop Versionof Vagaro.

On the Desktop Version

On the Mobile Version

*Note: Once you activate this feature,you will be asked to enter a starting balance when you go to the Checkoutscreen at the start of the day. After entering the balance and selectingSave, you won't be able to edit it.

On the Mobile Version

*Remember, the first employee who comes in will be prompted to enter the opening balance when they get to the checkout screen. Once you enter the balance and select Save, you won't be able to edit it.

1. TapMoreat the bottom of the screen.

2. TapSettings.

3. TapTaxes & Checkout.

4. Select the Require starting balance for cash drawer option.

5. TapSave.

6. The first employee who comes in will be prompted to enter the opening balance when they get to the Checkout screen. Once you enter the balance and select Save, you won't be able to edit it.

To view the opening balance as well as other transactional data for the day on the Transaction List, tapMoreat thebottom of thescreen. SelectReportsand thenselectTransactionList. Remember the cash drawer total resets at midnight.

On the Desktop Version

Remember the first employee who comes in will be prompted to enter the opening balance when they get to the checkout screen. Once you enter the balance and select Save, you won't be able to edit it.

1. ClickSettings.

2. Click Taxes & Checkout on the left side of the screen.

3. SelectRequire starting balance for cash drawer. A green color indicates that the feature has been activated.

4. ClickSaveat the bottom of the screen.

5. The first employee who comes in will be prompted to enter the opening balance when they get to the checkout screen. Once you enter the balance and select Save, you won't be able to edit it.

6. To view the opening balance as well as other transactional data for the day on the Transaction List, clickReportsat the top of the screen. Then clickTransaction Liston the left side of the screen.

7. Click on the arrow to view the opening balance as well as other transactional data for the day. Remember the cash drawer total resets at midnight.

ClickExportto export the file to an Excel sheet or PDF. ClickPrintto get a physical copy.

To update the billing information and credit card on file, follow the steps below when using theMobileandDesktop Versionsof Vagaro.

*Remember payments for Vagaro are completely automated. Every month, the system automatically bills the card that's on file. If a payment fails, you get a seven-day grace period to pay the fee.

Let's get started!

Desktop Version

Mobile Version

Desktop Version

1. Click Settingsat the top of the screen.

2. Click Billing Informationon the left side underBusiness.

3. Click theChange Credit Card Infolink to update theBilling Information and Billing Address.

4. Enter the credit card details.

5. Update theBilling Address. Click Savewhen you are finished.

Mobile Version

1. Tap More at the bottom of the screen. Then tap Settings.

2. SelectBilling Information.

3. TapChange Credit Card Info to edit the credit card details.

4. Enter the credit card details.

5. Update theBilling Address. TapSave when you're finished.

The Vagaro high speed, barcode and QR code scanner works on paper as well as a number of mobile device screens, including cell phones and smartwatches.

The scanner plugs directly into the USB port of your Mac or PC. When placed on the stand, it automatically scans items that are placed under the reader. The scanner works great with a number of products, including Vagaro Gift Cards, Memberships, and Employee Clock-in cards. The Vagaro Shopping Cart has been updated with the new product. A stand is included with the purchase of this scanner. Click on the following link to purchase the Barcode/QR Code Reader: Purchase Barcode/QR Reader.

PC Users

The barcode scanner is compatible with PCs. Just plug the scanner into the USB port and it's ready to use.

Mac Computer Users

If you're using a Mac computer, scan the code below to reset it to factory settings.

Barcode Configuration Page

You also need to scan the QR code below since the new Vagaro Barcode scanner by default is incompatible with Mac systems. To make it compatible with Macs, connect the scanner to the USB port and scan the QR code below.

To get a complete list of barcode scanner configurations, click this link:.

Looking for that special barber? Trying to get in the best shape of your life? Download the Vagaro App and start booking your next appointment today! Vagaro's has got you covered, whether you're trying to find the right spa, stylist or that amazing trainer who knows how to motivate you best. Just follow the steps below.

How to Install the Vagaro App on the Phone

How to Install the Vagaro App on the Computer

On the Phone

1. Tap on the Play StoreApp icon.

How to Set Up a Customer Account

2. Enter "Vagaro App" in the search box at the top of the screen once youlog into the Play Store.

3. Tap theVagaroLogo. Do NOTtap on Vagaro Pro. The Vagaro Pro version is for businesses using the software. The version you are installing is for customer use.

4.TapINSTALL.

5.TapOPENonce Vagaro has been installed.

6.Tap ALLOW.Thisaction willenable youto gainaccess to Vagaro's features.

On the Computer

You don't install an app when using the web version. Go to vagaro.com. ClickLogin at the top of the screen, and enter your username and password to access your account.

Click on this link for more information on how to create a customer account if you have not already done so:.

Create an account and start booking appointments and buying gift certificates, products, and much more from your go-to businesses! Follow the instructions below to get started.

On the Vagaro App

On the Computer

On the Vagaro App

1. Download the Vagaro App. Then tap the Profile icon at the bottom of the screen.

2. TapLog In with Facebookto log in with yourFacebook login credentials. TapLog In with Googleto log in with yourGooglelogin credentials.

TapCreate Accountto create a Vagaro account from scratch.

4. Enter your account information. TapCreatewhen you are finished entering all of the details.

On the Desktop Version

1. Go to vagaro.com.

2. Click Login at the top-right corner of the screen.

2. ClickLog In with Facebookto log in with yourFacebook login credentials. ClickLog In with Googleto log in with yourGooglelogin credentials.

ClickSign up now!to create a Vagaro account from scratch.

3. Enter yourFirst andLastName, Phone Number, Email, and Password. Click on the drop-down menus to select your Phone Contact Type and Gender.

Also, be sure to click on the green Email and Text options to receive Appointment Reminders. Click Create Accountafterclicking on the checkbox next to I'm not a robot.

You will receive this notification once the account is created.

To pay an invoice from your online customer profile, follow the steps below when using theVagaro Appas well as theDesktop Versionof Vagaro.

*Remember, you can leave a tip as long asa service, class, or product has been added to it.

On the Vagaro App

1. Tap theProfileoption at the bottom of the screen.

2. SelectInvoices.

3. Select theOutstandingtab at the top of the screen. Then tapPay Invoice.

4. In the example below, the customer was able to collect enough points from the business to get the item for free. Click Removeif you no longer want to use points and pay with a credit card.

Select a tipoption you prefer below. Remember, this is optional. If you decide you no longer want to add a tip, click theRemove link next toTip.

5. Tap theReturn Policylink to read the return policy of the business. TapPay Invoicewhen you're ready.

Note: if you decided not to use points, you'll be prompted to enter your credit card information before paying.

On the Desktop Version

1. The invoice will be sent to your email address on file. ClickPay Now to get started.

2. You alsocan manage all your invoices from yourVagaro Customer Profile. First, log into your account. Hover over your profile initials or image at the top-right of the screen. Then clickInvoices.

3. Click theOutstandingtab at the top of the screen once you get to theInvoicespage in your Profile. Find the business on the list. Then clickPay Invoice.

4.Select a tip option of your choice. Remember, this is optional. If you decide you no longer want to add a tip, click theRemove link.

5. You'll be able to see additional details about the invoice, including its ID number, the amount that's due as well as the date the payment is due.

Enter your credit card details below. Then clickPay Invoice.

6. ClickContinueto confirm that the invoice was paid successfully.

7. To track all your paid invoices, click thePaidtab from your customer profile.

TheBilling Historyprovides all the details you need to know about your Vagaro billing statements, including the cost for each employee you've added as well as any integrations or add-on features you've purchased. To get started, follow these steps:

Click on your profile initials orpicture once youlog into your account. You'll find thisat thetop-right of the screen.

SelectBilling History.

ClickRun Reportafter selecting the filters you want to apply.

Let's get started!

Viewing the Billing History

1. Click the profile icon at the top of the screen. Then clickBilling History.

2. Select the Date Rangeyou want to see. This allows you to view all your billing statements within the dates you select.

To filter the report by a specific status, click theSelect Statusthat status drop-down. Then select the option you prefer.

TheSucessfilter allows you to narrow the report to all the times that a payment successfully went through. TheFailurefilter allows you to sort the list by times when the payment did not go through.

ClickRun Reportafter applying the filters you want to use.

3. Notice you can see both the date you signed up (Sign up Date)for the Vagaro account as well as the Next Payment Dateat the top of the screen.

You can also see the following:

The transaction details.

The charge details, including the specific features for which you are paying.

How the item was paid, whether it was by credit card or Vagaro bucks.

ClickExportto export the report to an excel. ClickPrintto get a paper copy.

In the Integrationscolumn, selectany of the links to see the cost of the integrations you added to the account.

4. Once you select one of the links in the Integrationcolumn,you'll be able to see the payment details of the integrations you added for that specific billing cycle.

You will also receive aMonthly Payment Summary. This is sent to your business email on file.

Adding your own Gift Certificate Images is a great way to personalize the electronic gift cards you sell to customers at the store locationand from your online booking page !

To get started, follow the steps below.

Adding a New Gift Certificate Image

Remember, when uploading a photo to Vagaro, the dimensions of the image must be 700 pixels (Horizontal) and 400 pixels (Vertical).

If you are not able to add the image, send a request to [email protected]. Our team can upload the photo for you. Put "Attn Graphics Team" in the subject line, so your custom image upload request gets to the team faster.

1. Click Settings at the top of the screen once you log in.

Online Booking Page

2. Select Design Gift Certificates under Look & Feel on the left side of the screen.

3. Click Gift Certificate Image to add an image from your device.

4. Click Choose File in the middle of the screen to upload an image from the device. Remember, the required size is 700 pixels (Horizontal) and 400 pixels (Vertical).

If you are not able to add the image, send a request to [email protected]. Our marketing team can upload the photo for you. Put "Attn Graphics Team" in the subject line, so your custom image upload request gets to the team faster.

5. You'll be able to see how the image and text display on the design.

6. Click the drop-down towards the bottom to select a font color you want to use for the Gift Certificate text.

7. Click Save once you're happy with the results!

8.You're all set! The image has been added to the list! To rearrange the order of the photos, simply click and drag the image into your preferred order.

9. To Edit the image, temporarily Deactivate it or Delete it, hover over it. Click the three dots. Then select the option you prefer.

10. We can now sell gift certificates with one of our Business Created images. Click Checkout at the top of the screen.

11. Select the customeryou want to sell it to at the top of the screen. Then click the Gift option at the bottom of the screen.

12. Enter a Gift Certificate Number at the top, or click Auto Generate. This will automatically assign an ID to the Gift Certificate.

Under Amount, enter the dollar amount you'd like added to the item. Then select the Expiration Date. Next, select the Recipient of the gift card, and if desired, enter a custom message.

At the bottom, click Print Gift Certificate to print a copy. Select Send email to email a copy to the recipient.

To add one of the images you created to the certificate, select Business Created under Template Type. Then, choose one of the photos below. Click Next when you're ready.

13. Thanks to the Preview feature, you can see how the gift certificate displays to clients. Click Add Gift Certificate when you're finished.

14. Click Checkout after charging the customer. You're all set!

15. Customers can also purchase your customized gift cards from the . They'll select the Gift Cards option once they get to the site. They then can browse theBusiness Createdimage category.

From there, they can choose any image they want to add to the gift card, as well as assign a dollar amount, and send it to any recipient of their choice.

A gift certificate isa voucher that a client gives to another customer as a present. You can add a dollar amount or service to it and choose from a variety of pre-made templates and designs when creating and selling them to clients.

To create gift certificates as donations or add them to track ones that have been sold from another program or system, follow the steps below.

ClickReportsat the top of the screen.

SelectGift Certificateson the left side of the screen.

SelectNew Gift Certificate.

ClickAdd Gift Certificatewhen you're done creating the item.

Related Article:

How to Sell and Redeem Gift Certificates in Vagaro

Manually Adding a Gift Certificate in Vagaro

1. ClickReportsat the top of the screen.

2. SelectGift Certificateson the left side of the screen.

3. SelectNew Gift Certificate.

4. Enter theGift Certificatenumber or click on theAuto Generateoption to generate anumber. Click on the drop-down menu underService/Class to assign a service to the gift card or enter an amountto assign a dollar amount. Click on the calendar icon to set an expiration date.

5.Enter the recipient's name. ClickNewif the customer does not have a profile. You can also customize the message as well as print or send a copy of the gift card to the recipient's email.

6.This screen appears when you select to email a copy of the gift certificate to the recipient. ClickSend Email.

7. Under Template Type, click the drop-down to select a design template.

8.Select the image you want to add to the gift card. Then clickNext.

9.ClickAdd Gift Certificate.

To takeFSAandHSApayments, you must select one of the followingbusiness typeswhen signing up for credit card processing.

Chiropractorsand Chiropractic Offices.

Medical Services and Health Practitioners.

To learn more about how to accept these types of payments, follow the steps below.

If you already have merchant services and want to resubmit the application so that you can process FSA and HSA payments, you'll be able to choose one of the followingbusiness categories you fall under:

8011 - Doctors

8021 - Dentists/Orthodontics

8031 - Osteopaths

8041 - Chiropractors

8042 - Optometrists, Ophthalmologists

8043 - Opticians, Optical Goods, Eyeglasses

8049 - Chiropodists, Podiatrists

8050 - Nursing and Personal Care Facilities

8062 - Hospitals

8099 - Medical Services and Health Practitioners

*Remember, when resubmitting the application, you must attach proof that you or your business is a valid medical/health practitioner. The file formats we accept are: PDF, JPG and PNG.

Related Article:

How to Sign up for Credit Card Processing

Processing FSA and HSA Payments

1. Log in with your Vagaro usernameandpassword. Then clickSettingsat the top of the screen once you access the account.

here

2. UnderAdd-Ons, selectCredit Card Processingon the left sidebar.

3. Select theEmployee Accountoption.

4. Find the employee on the list. In theStatuscolumn, selectApply.

5. Go to themerchant planyou prefer. Then selectSign Up. There are two plans: theSmall MerchantandLarge Merchant.

Click to learn more about the rates and fees.

6. UnderBusiness Type, click theSelectdrop-down.

7. To takeFSAandHSApayments, you must select one of thesebusiness types:

Chiropractorsand Chiropractic Offices.

Medical Services and Health Practitioners.

8. Finish the remaining parts of the application. Then clickSubmit Application.

9.There's no credit check so the approval process is instant. You'll receive the below email once the merchant account is approved.

Click theGet Free EMV Credit Card Readerbutton to place an order for a free reader.

What's Required to Complete the Credit Card Application

Federal law requires that all financial institutions verify and record information that identifies each person who opens an account.

The following information isrequiredto activate your Vagaro merchant account:

Full legal name

Social Security number(SSN) orEmployee Identification Number(EIN)

US-based bank account

Date of birth: Current credit card regulations require our customers to be 18 years of age or older to create a merchant account.

US home mailing address

Your bank account

Tracking the analytics of your email and text campaigns is a great way to see how effective your marketing efforts and tactics are. You can see the percentage of customers who opened a message, who clicked a link in the blast, as well as the number of bookings you received as a result of the campaign.

To keep track of the success of your marketing efforts, follow the steps below when using the Mobile andDesktop Versionsof Vagaro.

On the Mobile Version

On the Desktop Version

On the Mobile Version

1. TapMoreat the bottom of the screen.

2. SelectEmail & Text Marketing.

3. SelectCampaigns.

4. SelectSentto view the performance of the messages you've announced.

5. SelectAll Campaignsto view a list of all the messages you've sent, including both email and text blasts.

6. To narrow the list to only email blasts, selectEmail. SelectTextto narrow the list to text campaigns.

7. To search for a specific message, enter the title in theSearchbox. Then press theenter buttonon your device.

8. After selecting the filter you want to use, find the marketing campaign you want to view on the list. Then select theAnnouncedoption corresponding to it.

9. Select theEmailstab to view the email statistics of the campaign. The total number of sent emails appear in parenthesis on theEmailstab.

Below this, you can see the following:

The percentage of clients who opened the message (Opened)

The percentage of clients who selected a clickable link in the blast (Clicks)

The number of bookings the marketing campaign generated (Booked)

10. The analytics report also provides statistics on the following:

The number ofprocessedemails -the message is in the queue and is in the process of being sent out.

The number of deliveredemails - the message has been delivered to the recipient.

The number of undeliveredemails - the message was not delivered to the recipient.

The number of openedemails - the message was delivered and opened by the recipient. A message can be opened multiple times.

The number of clicked emails- the recipient clicked on a link in the message. Links can be clicked multiple times.

The number of unsubscribedemails - the recipient chose not to receive marketing blasts.

The number of spamemails - The message went to the client's spam or junk folder.

The number of failedemails - The message was rejected by the mail server. It also could mean that the destination carrier is no longer in service, is unreachable, is a landline, is filtering out a message for delivery, or the destination device is powered down, out of the service area or may not accept your messages.

11. To view more information about each status, select the. In the example below, we did this for all ourFailedemail messages in the campaign we announced.

12. To view the statistics for each email status, select the status on the list.

13. The report shows you the number of emails as well as customers for the status you selected.

In the example below, 33 of the emails in the campaign failed to reach the customers on Nov. 13, 2019, the date we sent out the message.

A list of the customers as well as their email addresses also appear in the list. Selecttheto view more information for why the email failed to reach the client.

14. Now, let's look at the statistics of the text blasts that were sentin the campaign. Select theTexttab in the marketing campaign you're tracking (More -> Email & Text Marketing -> Campaigns -> Select the senttab ->Select the campaign you want to view from the list).

The number of sent text messagesin the campaign appears in parenthesis near theTexttab.

Below this, the report shows the following:

The percentage of clients who received the message (Delivered)

The percentage of clients who selected a clickable link in the blast (Clicks)

The number of bookings the marketing campaign generated (Booked)

15.The analytics report also provides statistics on the following:

The number of deliveredtexts - the message has been delivered to the recipient.

The number of clicked texts- the recipient selected a clickable link in the message. Links can be selected multiple times.

The number of failedtexts - The message was rejected by the mail server. It also could mean that the destination carrier is no longer in service, is unreachable, is a landline, is filtering out a message for delivery, or the destination device is powered down, out of the service area or may not accept your messages.

16.To view the statistics for each text status in the campaign, select it on the list.

17. The report shows you the number of text messages as well as customers for the status you selected.

In the example below, 16 texts in the campaign were successfully delivered to customers on Nov. 13, 2019, the date we sent out the message.

A list of the customers as well as their numbers also appear in the list.

18. Select theto view more details about the status of the message that was sent to the client.

On the Desktop Version

1. ClickMarketingat the top of the screen.

2. UnderEmail & Text Marketing, selectCreate Campaign.

3. Find theemailand/ortextblast on the list. Then selectAnnouncedin theStatuscolumn.

4. Towards the top of the screen, you can see the following:

The total number ofemailsthat were sent to clients (EmailTotal).

Thetotalnumber oftextmessages that were sent to clients (Text Total).

The percent of customers whoopenedthe message (Email Opens).

The percent of clients whoclickedon a link in the emailblast (Email Clicked).

The percent of customers whoclickedon a link in thetextblast (Text Clicked).

The total number ofbookings you received from the email blast (EmailBooked).

The total number ofbookings you received from the text blast (Text Booked).

5. Below the statistics, you'll see a graph that provides more details about the number ofemailsandtextsperstatus.

Here's what eachstatusmeans:

Processed- the email is being processed and is in the queue to send.

Delivered- the email was successfully delivered to the recipient.

Opened- the email was delivered and opened by the recipient. It can be opened multiple times.

Clicked- the user clicked on a link in the email. It can be clicked multiple times.

Unsubscribed- the recipient has chosen not to receive emails from your business.

Spam- the recipient has added your email address to their spam or junk folder.

Failed- The recipient's mail server rejected the email, meaning it could be an invalid email address, or the email has been filtered out as an invalid email address by the Vagaro server. It also could mean that the destination carrier is no longer in service, is unreachable, is a landline, is filtering out a message for delivery, the destination device is powered down, is out of the service area or may not accept your messages.

6. To see a list of the recipients of the blast per status, click theDetailstab.

7. You can see all of the recipients of the marketing campaign by status.

8. Select the status to see emails that fall within a specific category. For example, click theProcessedtab to see all of the emails and text that have been added to the queue to be sent out.

9. To filter the list by email for each status, click the drop-down towards the top, then select Email. To filter the list bytextmessage, selectText. SelectAllto see all the text and email messages within the status you selected.

10. Use thesearch toolto find a specific recipient. Enter the client's name or email. Then hitenteron your keyboard.

11. You'll be able to see the client on the list based on thestatusyou selected.

12. Use thestatusoptions at the top to view the recipients per status.

13. For example, selectDeliveredto see all the email and text blasts that were successfully delivered to clients. You'll also be able to see:

The name of the client who received the message.

The client'semailandphonenumber.

Thedateandtimethe blast was delivered.

To view more details about the status of the message, find it on the list. Then hover over the icon on the right side.

14. To see all yourfailedmessages, select theFailedtab. You'll be able to see a list of the recipients who did not receive the marketing blast.

To view more details about the status of the message, find it on the list. Then hover over the icon on the right side.

To track and manage all your email and text marketing messages, follow the steps below when using the Mobileand Desktop Versionsof Vagaro.

On the Mobile Version

On the Desktop Version

On the Mobile Version

1. TapMoreat the bottom of the screen.

2. SelectEmail & Text Marketing.

3. Scroll to the bottom of the screen to see the number of you emails you've sent during the current billing cycle (Emails Sent).

Below this, you can see the email marketing plan you chose. In the example below, the user chose theHugeplan, which allows them to send up to 100,000 marketing emails (Limit) each month.

Select theLimitlink to change your email marketing plan.

4. The dashboard also displays the number of youtexts you've sent during the current billing cycle (Texts Sent).

Below this, you can see the text marketing plan you chose. In the example below, the user chose theX-Largeplan, which allows them to send up to 5,000 texts (Limit) each month.

Select theLimitlink to change your text marketing plan ordeactivatethe feature.

6. To view and track all the messages you created, scroll to the top of the screen. Then selectCampaigns.

6. The list displays the number of:

Messages you've created (All Messages)

Messages you've sent (Sent)

Campaign blasts you're still working on (Drafts)

Messages that are in the queue to be sent out (Queue)

Recurring messages that are sent on a consistent schedule, set by you (Automated)

Messages that have been saved to yourarchives(Archive)

7.To view messages within a specific status, select the status from the list. For example, selectAll Messagesto see all the messages you have created. Let's take a closer look at this.

8. SelectAll Campaignsto see all theemailandtextblaststhat were created within the status you selected.

9. Select theEmailtab to narrow the list toemail messages. Select theTexttab to narrow the list totext messages.

10. To search for a specific message on the list, enter its title in theSearchbox. Then presstheenter buttonon your device.

10. To track the performance of a marketing campaign, find the message you want to view on the list. Then select theAnnouncedoption. Click here to learn more.

11. Toedita message, create aDuplicatecopy, or store the campaign to your permanentArchive, select the message. Swipe to the right on the screen. Then choose the option you prefer.

On the Desktop Version

1. SelectMarketingat the top of the screen.

2. UnderEmail & Text Marketing, selectCreate Campaign.

3. You can see all your text and email messages, including:

Sentmessages - these have been sent to your client list.

Draftmessages - these are blasts you're still working on.

Sending Queue-these are messages that are being processed and in the queue to be sent.

Automatedblasts - these are recurring messages that are sent to customers on a consistent schedule.

Archive - these are blasts that have been saved to the permanent archive.

4. At the bottom-left of the mainEmail & TextMarketingdashboard, you can see the total number of emails (Emails Sent) and text messages (Text Sent)you've sent during the current billing cycle.

Below this, you can also see the specific text and/or email plan you have selected, in addition to thelimitand the cost per each message you send if you go over the limit.

5. Click theAll Campaignsdrop-down to filter the list by a specific message type. For example, selectAll Campaignsto see a full list of all youremailandtextmarketing campaigns.

SelectEmailto see your email marketing messages.

SelectTextto just see your text marketing campaigns.

6. At the top-right of the screen, use the search function to filter the email and text marketing list by a keyword or the Campaign Name. For example, enterThank Youto find the campaign with this keyword as the title or email subject line.

7. To create aDuplicate copyor save it to theArchives, find the message on the list on the mainEmail & Text Marketingpage. Click the three dots on the right side. Then select the option you prefer.

The Star TSP100III USB is one of the best receipt printers on the market and it's super easy to use. This forum will showyou how to install, connect, and troubleshoot theUSB printer with your WindowsComputer. If you are using a Mac computer click here.

Physical Setup

USB Cable

1. Make sure you are using the correct cable. The USB Cable looks like the image below and is included inpackaging. The port to printer is marked A and port to computer is marked B.

www.Vagaro.com

2. Connect the USB Cable to the printer using the USB Type-B point on the printer and then secure it but running the cable through the cable hook.

3. Lastly you want to connect the other end of the cable to your computer.

PowerCable

1. First thing you want to do is turn on the Main Unit Power. Connect the included power cable to the inlet on the back side of theTSP100III. Connect the plug of the power cable to the outlet.

2.On the left side of the device, flip the switch to on and check that the blue LED light is lit up.

3. Next, insert a roll of paper. Check that the power is on. Push the lever on the top to open the cover.

Note: When using a paper roll with 58mm width, install the supplied paper guide inside the printer.

4. The direction that you insert the paper roll is important. Insert the paper roll with the paper edge pulling towards the floor rather than the ceiling.

5. Pull the end of the paper straight out and over the front of the printer. Thenclose the printer cover by pushing down on both sides of it.

Installing the Printer Drivers

Installation by CD

1. Insert the CD into your CD drive

If theauto rundoes not start you can click the notification in the top right corner of the screen. It will then open the CD's directory.

Open the tsp100_v550_LITE folder

Open theAutorunicon(has the CD icon)

2. Follow the instructions on the installation wizard to install drivers.

Installation by Download

1. Click the link below to download the drivers:

https://1drv.ms/u/s!AhC9nSDwR_7QhkfDywNTIel0vaRC

2. Unzip the tsp100_v620_Lite.zip

3. Open the folder go to --- "Autorun" (has a CD icon on it).

4. Click on "Installation" on the screen that pops up.

5. Click "I Agree" on the next screen that appears.

6. Click "Yes" on the "User Access Control" Screen that shows up next.

7. From there, follow the instructions on the wizard to finish installing the drivers.

Printer Configuration in Windows 8

1. Enterthe words"Control Panel"in the search box at the bottom of the screen of your computer. Then, select it once it appears in the search.

2. Once on the Control Panel, click on "View devices and printers"

3. Right-click on the TSP 100 Printer icon and select "Set as Default Printer"

4. Once the TSP 100 Printer is set as default, right click on the icon again and then click on Printer Properties

5. When the Printer properties menu comes up, on the top of the screen, click on "Device Settings"

6. On the Device Settings screen, apply the settings displayed on the image below.Then click OK.

Setting up the Receipt Printing on Firefox

Install Firefox (Skip if Firefox is already installed)

Click on this link to reinstall Firefox - http://www.mozilla.com/en-US/firefox/

Follow the prompts.

Configure Firefox

After you install Firefox, go to

Click on the three lines.

3. ClickOptions.

4. ClickPrivacy & Security.

5. UnderthePermissionssection, clickExceptions.

6. Enter "Vagaro.com" in the Address of websitefield. Then clickAllow.

7. ClickSave Changes.

Printer Settings

Now that you have Firefox installed, you must set up the Page Setup before printing receipts.

1. Click on three lines on the browser.

2. Click Print.

3. ClickPage Setup.

4.In the Format & Optionstab do the following:

Make sure Orientationis set to Portrait

Scaleshould be set to 100%

Check Shrink to fit Page Width

Uncheck Print Background (colors & images)

5.Click on the Margins & Header/Footertab at the top of the screen.

6. Set the Topand Bottommargins to 0.25

7. Set the Leftand Rightmargins to 0.0

8. Set all of the Headers & Footersto --blank--

9. Click OKat the bottom of the window. Your printer is now ready to use.

Test Print

1. Let's test our setup by printing a receipt. In your Vagaro account, hover over Reports, and click Transactions List from the drop-down.

2. Run a report and select any transaction. Click Receipt from the action column to print.

3. Confirm and click Print.If the printer is connected correctly, it willprint out your receipt. If not, refer back to the "Adding the Printer" section.

SendingText Marketingmessages to clients is a great way to promote your business and keep customers updated on what's going on at your store location or studio. You can specifically send the following types of text blasts:

Non-Automated Messages:Allows you to sendone-time text marketing campaigns.

Automated Messages: Allows you to send recurring birthday, thank you, and follow up marketing campaigns on a consistent schedule. You can also send messages to lost customers or clients who haven't visited your business in a while.

To send a masstext campaignto clients, follow the steps below when using theMobileandDesktop Versionsof Vagaro.

On the Mobile Version

On the Desktop Version

Related Articles:

How to Use Email and Text Marketing in Vagaro

How to Sign up for Text Marketing in Vagaro

Sending a Mass Text on the Mobile Version

Note:If you deactivate the text marketing plan and reactivate it, you'll be prompted select a new number for sending text messages to clients. The number is generated by the notification system Vagaro uses to send text blasts. Clients also receive a message to opt into marketing when the number is selected for the first time.

1. TapMoreat the bottom of the screen.

here

2. SelectEmail & Text Marketing.

3. SelectCreate Campaign.

4. SelectTextunderSelect Delivery Method.

5. Enter thesubject lineof the message underText Campaign Name.

6. Choose thecampaign typeor the type of blast you want to send. Then tap Nextto continue.You can send these types of blasts:

A one-time text blast.

An automated birthday message- click here to learn more.

A recurring lost customer campaign - click here to learn more.

An automated before visit blast - click here to learn more.

A recurring after visit message - click here to learn more.

Let's send atext blast!

7. TapSelect Recipientsto send the message to a specific list of customers.

8. TapCreate Text.

9. Enter the content you want to add to the message underCompose Text Message.

10. TapInsert Linkto add a web link to the message.

11. Choose the link you want to add to the text blast.

12.The link gets added to the text message right away. Select the link to see how it displays to customers. This allows you to preview it on a separate tab on the device.

13. TapNextat the bottom of the screen to continue.

14. The content of the message automatically displays in thepreviewat the top of the screen.

15. TapSend Text Previewto send a copy of the message to your phone.

*Note: sending text previews count as texts sent under your text marketing plan of choice.

TapNextto continue.

16. SelectSend Nowto send the blast shortly after it'sannounced. SelectFacebookto share the message on your Facebook business page.

17.Deselect the Send Now option to set when you want the blast to go out. Select Schedule to choose a specific date and timeyou want to send the message.

18. Select theacknowledgementbox. Then tapAnnounceto send the message to your customers.

19. TapOKto confirm.

20. To view the blast you sent, selectCampaignsfrom the mainEmail & Text Marketing Dashboard (More -> Email & Text Marketing).

21. SelectQueue.

22. The message displays automatically underAll Campaigns.

23.Toedit the blast, create aduplicatecopy, orcancelthe message, select it on the list. Swipe to the right of the screen. Then choose the option you prefer.

Sending a Mass Text on the Desktop Version

Note:If you deactivate the text marketing plan and reactivate it, you'll be prompted select a new number for sending text messages to clients. The number is generated by the notification system Vagaro uses to send text blasts. Clients also receive a message to opt into marketing when the number is selected for the first time.

1. SelectMarketingat the top of the screen.

2. UnderEmail & Text Marketing, selectCreate Campaign.

3. ClickCreate Campaign.

4. SelectText.

5. Enter thetitleorsubject headlineunderCampaign Title.

6. Hover over the icon to get tips on how to craft a goodtitle.

7. Select the type of message you want to send. You can specifically send these types of blasts:

A one-time text blast.

An automated birthday message- click here to learn more.

A recurring lost customer campaign - click here to learn more.

An automated before visit blast - click here to learn more.

A recurring after visit message - click here to learn more.

Let's send atext blast!

8. SelectAll Customersto send the message to your full client list. Click Filtered List to use a variety of filters to send the email to a list you prefer. SelectSpecific Customersto select the specific clients you want to send the blast.

Let's send a text to all customers.

9. ClickEditnext toCustomersto select the customers you want to send the blast to.

10. Choose the customers on the left side. Then clickApply & Close.

11. To choose the employees you want to receive the blast, clickEditnext toEmployees. You'll be able to select the employees from there.

12. Tosend the message shortly after it's announced, clickSend Now. SelectPost On Facebookto post the marketing campaign on yourFacebook page. ClickNextto continue.

13. To send the message at a specificdateandtime, clickSchedule. Select thedateandtime. Then clickNextto continue.

14. UnderCompose Text, enter a message you want to include in the blast. The content appears immediately in thepreviewon the right side.

15. ClickInsert Linkto add a web link to the message.

16. Select the link you want to add from the drop-down.

17. The link gets added to the text message right away. Select the link to see how it displays to customers.

18. ClickSend Text Previewto see how the text campaign will display to customers.

*Note: sending text previews count as texts sent under your text marketing plan of choice.

19. Enter the number you want the preview sent to. To send it to multiple numbers, enter them in the field and be sure to separate each number with a comma. ClickSendwhen you're good to go.

20. Select theacknowledgmentbox. Then clickAnnounceto send the text blast to your customers. The message will appear on the main Email & Text Marketing Dashboard, where you can manage all your marketing campaigns, once it's announced. Click to learn more about managing your mass marketing messages.

ClickSave for Laterto save the progress and finish the blast at a time that is convenient for you.

Adding digital forms to your text marketing messages is a great way to reduce wait times because clients can complete and submit them before an appointment or class.

To add liability waivers, consent forms, customer surveys, as well as other types of forms to text marketing blasts to customers, follow the steps below when using the MobileandDesktop Versionsof Vagaro.

On the Mobile Version

On the Desktop Version

Related Articles:

How to Use Text Marketing

How to Create a Form

Texting a Form on the Mobile Version

1. TapMoreat the bottom of the screen.

2. SelectEmail & Text Marketing.

3. SelectCreate Campaign.

4. SelectTextunderSelect Delivery Method. Then enter the title of the text in the field underText Campaign Name.

5.Choose thecampaign typeor the type of blast you want to send. Then tapNextto continue.

You can send these types of blasts:

A one-timetext blast.

An automatedbirthday message- click here to learn more.

A recurringlost customercampaign - click here to learn more.

An automatedbefore visitblast - click here to learn more.

A recurringafter visitmessage - click here to learn more.

6.TapSelect Recipientsto send the message to all clients or to a specific list of customers, set by you.

7. The text creator displays the number ofcustomersas well asemployeeswho will be receiving the blast after you choose the recipients.

8. TapCreate Textto continue.

9.Enter the content you want to add to the message in the field underCompose Text Message.

10.TapInsert Linkto add a web link to the message, including a form of your choice.

11. SelectForms.

12. Choose the document you want to add to the blast.

*Note: you first must create the form before it becomes available in the list. Click here to learn more.

13.The link gets added to the text message right away. Select the link to see how it displays to customers. This allows you to preview it on a separate tab on the device.

14.TapNextat the bottom of the screen to continue.

15.The content of the message automatically displays in thepreviewat the top of the screen.

16.TapSend Text Previewto send a copy of the message to your phone.

*Note: sending text previews count as texts sent under your text marketing plan of choice.

TapNextto continue.

17.SelectSend Nowto send the blast shortly after it'sannounced. SelectFacebookto share the message on your Facebook business page.

18.Deselect the Send Now option to set when you want the blast to go out. Select Schedule to choose a specific date and timeyou want to send the message.

19.Select theacknowledgementbox. Then tapAnnounceto send the message to your customers.

Texting a Form on the Desktop Version

1. ClickMarketingat the top of the screen.

2. ClickCreate CampaignunderEmail & Text Marketing.

3. To add aformto a new text marketing message, clickCreate Campaign.

4. To add aformto a text you've already created, find it on themain email and text marketing dashboard(Marketing->Create Campaign). Click the three dots on the right side. Then selectEdit.

5. SelectText.

6. Finish setting up the marketing blast to your liking. Then clickSend Nowto send it immediately or clickScheduleto send it at a specificdateandtime.

ClickNextto continue.

7. ClickInsert Link.

8. Hover overForms. Then select the document you want to add to the text blast.

9. The form gets added to the text message automatically. Click the link to see how it displays to customers. This action allows you to view it on a new tab on the web browser.

10. You can see how the form displays to customers on a new tab.

11. Return to creating the marketing campaign. Select theacknowledgmentbox. Then clickAnnounceto send the form to your customers.

TheStock Trends Reportallows you to easily track the status of your inventory items, including the quantity and value of products that are:

Currently in stock.

Lost.

Sold.

Refunded.

Purchased.

Only forBusinessUse.

Unsoldduring the date range you set.

You can also use a variety of filters to narrow the report to your liking, export it to anExcelorPDF, and print a copy for your records.

To learn more, follow the steps below when using theDesktop Versionof Vagaro.

Stock Trends Inventory Report

1. ClickReportsat the top of the screen.

2. SelectStock TrendsunderInventory.

3. Click in the field underDate Rangetoselect thedates you prefer. This allows you to view the inventory report within the dates you set.

4. Click theALLdrop-down underBrandto filter the report by a specific brand. This narrows the report to the item you select.

5. Click theALLdrop-down underProduct Typeto filter the list by a specific product type.

6. ClickAdvanced Filtersto select more filters you want to apply to the report. Let's take a closer look at this option.

7. Click theALLdrop-down underProductto filter the report by a specific product.

8. ClickRun Reportwhen you're done applying the filters you want to use.

9. The report shows a visual of all your inventory stock trends, including the total number of:

Products that are currently in stock.

Products that arelost.

Products that aresold.

Products that have beenrefunded.

Products that have beenpurchased.

Products that are only forBusinessUse.

Products that have beenunsoldduring the date range you set.

10. ClickGrid Viewto display the report in a table format.

11. To view the report for themonth,day,week, oryear, click the drop-down. Then select the option you prefer.

12. To view thevalueof your products, instead of thequantity, click theQuantity drop-down on the right side. Then selectValue.

13. The report displays the dollarvalueof your products, instead of thequantity.

14. Click theExportbutton below to export the report to anExcelorPDF. ClickPrintto get a paper copy.

Welcome to Vagaro! We're happy to have you aboard! Here's a handy guide that explains some of the core features that we offer. For more information on how to use specific functions of Vagaro, feel free to go to our Support Forum or YouTube Channel!

Let's get started!

Free & Premium Import

Calendar Features

Settings

C heckout

Customer Management

Marketing

Add-On Features

Vagaro-to-Vagaro Import

Calendar

Personal Task - Thisallows you to schedule time off for sick days, vacations, holidays, lunch breaks, as well as any special meetings or tasks that need to be completed. You can disable online booking during the time frame a personal task is set andcreate recurring tasks, repeating them daily, weekly, monthly or yearly.

Daily Plan - Thisallows you to print out the appointment schedule for a specific day. You can print out a less detailed schedule that allows you to see the appointment summary or a more detailed report that allows you to see additional information such as the customer's previous appointments, notes, and product purchases.

Timeline - This allows you to seeevery detail of an appointment or class, including the following: its date, duration, the service that was added to the booking, the employee who provided the service, and if there were any updates or changes to the appointment.

Waitlist - This allows you to add customers to a waitlist if a timeslot on the Calendaris taken. Once the slot becomes available, you can quickly fill the spot with the waitlisted customer, allowing you tomaximize your appointment schedule and increase your earnings by quickly filling last-minute cancellations. You can manually create a waitlist from the calendar or use one of our automated options to automatically notify a customer when a spot opens up.

Settings

2-Step Verification - Found in the Employee Profiles section, this is an added security measure,requiring a user to enter a security code before logging into the Vagaro account. The code is text and emailed to the user. This is helpful in preventing unauthorized access to the account.

Access Levels - These arepermissions or roles that can be customized to limit employees from viewing and/or editing specific features of Vagaro.

Batch Time - This is the cut off time for when credit card transactions are included in one batch and deposited to a Merchant Account. Transactions that occur before3 PM Pacific Timeor6 PM Eastern Timeare included in a single batch. It thentakes about 24 hours to deposit to the bank account. One of the few exceptions are transactions that occur after 3 PM on Friday as well as those that happen on Saturday or Sunday. These take 2 days to deposit to the bank. This is due to banks being closed on Sundays.If a transaction occurs after the 3 PM cut off time, it's included in the next day's batch.There also is a two-day deposit time for transactions that occur before a holiday.

Category - Thisis an item thatconsistsof agroup of services or classes. An example of a category isHaircutsand Other. The specific items within this category are things such asMen's Haircut,Women's Haircut, andShave.

Class -This is a session that an instructor provides for a group of participants or attendees. Examples of classes include Yoga, Boxing, and Martial Arts. You can add a Vagaro class that's already in the account by default or add a customizable classthat's more unique to the needs of the business.

Copy-to-All Tool - Found in the Employee Profilessection, this allowsyou to quickly add work hours to an employee's profile, copying Monday'sWork Hoursto other days of the week. This is especially helpful if you have an employee who works the same hours each day.

Copy Pricing Tool - Found in theEmployee Profilessection, this allows you to copy the pricing configuration of one employee to other employee profiles. This is useful if you're adding an employee who has a very similar pricing setup as another employee.

Customer Retention - Thisallows you to keep track of the types of clients who are booking as well as the service providers who are being booked, further helping you to identify the best strategies when it comes toincreasing your client base.There are fourCustomer Retention Types:Return Request,Return Non Request,New Request, andNew Non Request.

Gap Processing Time - This is a specific duration that you can set within a service, allowingyou to book another appointment while the service is being completed. This is a great way to take on more bookings and maximize your schedule when a customer is doing an activity that doesn't require your attention.

Lead Time -Thisallows you to limit how soon a customer can book an online appointment or class. For example, if you set a 60-minute lead team, this means that the customer will be required to book at least 60 minutes before the service, giving you enough time to respond to a request.

Mass Edit Tool-Themass edit feature allows you to seamlessly edit multiple items at the same time. You can use this function when adding services toEmployee Profiles, editingProducts, and creatingMemberships,Packages,Preset Discounts, andDaily Deals.

Memberships - Use this tool to seamlessly add discounts to multiple services, classes, and products at once. You can then offer discounts based on a set number of visits as well as set specificauto-renewoptions, which allow you to charge clients automatically based on the charge frequency you set. This is great for rewarding loyal customers and giving them more incentives to purchase from the business.

Multi-Location Tool -Thisallows you to add multiple businesses and locations to the Vagaro account. You can share a variety of account details such as customer information, gift certificates, packages, memberships, and points between the different locations and easily toggle between the businesses.

Online Appointment Rules - Use this tool to set your online booking rules, including waitlistoptions,refund policies for customers making prepayments on your booking page as well as the cancellation,no-show, and rescheduling policies. You can also set a requirement to accept or deny a customer'srequest to book online with the business. This is especially helpful in deterring clients who don't adhere to your cancellation policies and cancel bookings frequently.

Outcall/Mobile - This allows you to configure and designate services that can be performed at a person'shome oranother location outside of the business. You can specifically add an estimated one-way driving time as well as an additional costfor providing the service.

Packages - This allows you to sell future visits and sessions in bulk at a discounted price. You can also set different auto-renew options, charging the client weekly, every four weeks, monthly, every two months, quarterly, yearly or after a set number of visits are completed.

Points -Points are given to customers as an incentive to purchase more items from your business. Clients can collect points when theybook classes and services or purchase products, memberships, and packages. They can then use these points to redeem items if their points total exceeds the redeeming value.

Purchase Orders - Thisfeature allows you to conveniently work with Vendors to ship products that are low in stock. From the Purchase Order Management page, you can also use different filters to narrow the listto specific orders you want to see and manage and update orders in a flash.

Preset Discounts -You can use this tool to setDiscountsfor services, classes, products, memberships, as well as packages. You can also add Promo Codes socustomers can use them when shopping on your online booking page, create discounts for special occasions such as holidays and festivals and conveniently add them when checking out clients.

Promo Code - Thisis a code that a customer uses to get a discount on online purchases. From thePreset Discountspage, you can set discounts for multiple items, including services, classes, products, memberships, and packages and create a promo code to allow the customer to use it for purchases on the Online Booking Page.

Resource -This is an item that is needed to perform a service or class. It's available in a limited quantity and shared by more than one person at a business. If a resource is booked, the software recognizes this and defaults to the next available resource that's been assigned to the service or class. Some examples of a resource include a massage room, a chair, or a type of exercise equipment.

Safe IP Address - Thisallows you to block any IP address from getting access to the account. You can also allow users to log in from a location of their choice.

Search Appointment Interval-Thisallows youto set the minute intervals between the available times on the online booking page.You can select from an interval of 5 minutes to 180.

Service Bundle - Thisallows you to group up to three services and sell them together, typically at a discounted price to give clients more of an incentive to purchase popular items from your business. You can also use this tool to book multiple services and service providers at the same time. Once the bundle is created, you can sell it from the Custom Website or Vagaro Online Booking Page, as well as from theCheckoutscreen of your Vagaro account.

Vendors -These are companies or individuals that supply the products you sell. TheVendor Managementfeature keeps all your vendors in one place and helps you add, and make changes atany time. They go hand-in-hand with Inventory Management and Purchase Orders.

Workshop -This is a short and intensive session dedicated to educating a small group of people about techniques and skills in a particular field.Workshops enable businesses to make substantial extra income. Theyare also a great way to attract new customers, particularly if you offer free or low-cost sessions.Payment for workshops is normally due up front, which helps with cash flow. Attendees are required to take all sessions in sequential order to gradually build their skill set. You can create workshops from theService-Class Menu.

Checkout

Gift Certificates -This isa voucher that a client gives to another customer as a present. You can add a dollar amount or assign a specific service or class to it. You also can choose from a variety of pre-made templates and designs when creating and selling them to clients or add custom images to the electronic gift cards you sell.

Group Customers tool : This allows you togroup customers on theCheckoutscreenand select a payee for the services.

IOUs - Theseare issued to customers who are unable to pay for an item on the day of the service. They can be generated from theCheckoutscreen or from theIOU Reportpage. Once an IOU is generated or checked out, you can view it the next time the customer is selected on theCheckoutscreen. From there, you can collect payment.

Invoice Tool - This allows you tobill customers from the Vagaro account. You can set adue datefor when a customer has to pay, send automatic reminders to clients whose payments are overdue, and easily keep track of all invoices in the Invoices Management page.

Save for Later Tool - Thisallows you to save theCheckout Itemsof a customerand check them out at a later time.This is great if you get interrupted while checking out a customer and need to leave theCheckoutpage. You can save up to 20 records to theSave for Laterlist.

Customer Management

General Tag -Thisis a keyword or a phrase that is added to a customer's profile. It can be used as an identifier or as a wayto locate a client. For example, you can add a general tag such as VIP to designate specific profiles that are on the VIP list and use the Customer List Report to view customers who have been designated a specific tag. You can also offer Preset Discounts to customers who have a specific tag.

SOAP Notes -ASOAP note(which stands for Subjective, Objective, Assessment, and Plan) is a document that's used by healthcare providers to create a patient's chart. It's especially useful for assessing, diagnosing, and treating patients.

Verified Customers -These are clients who have been marked as "Checked Out" or "Completed"for a service. You can limit reviews of your business to just these types of customers.

Marketing

Custom Website - This allows users to create a custom Vagaro online booking page. You can choose from a slew of high-quality themesand templates and easily add your own images and content with the Website Builder.

Daily Deals - Thisallows you topromote discounts on services, classes, memberships, and packages. Once you launch it and it's approved, it appears on the Vagaro Landing Page, your Online Booking Page, and Custom Website. You can also post the deal to yourFacebookpage.

Email Marketing Feature -This allows you to send custom emails directly to your client base. You can select from a group of high-quality designs and templates or add your own images, customizing it to your liking. You can specifically send one-time, non-automated emails or recurring, automated emails. You can also send an email to all customers or to a Filtered List.

Portfolio :Adding photos to thePortfoliois a great way to attract new online customers. You can showcase the services you offer and promote them on your Online Booking Page as well as the Vagaro Landing Page. There also is an opportunity to feature your portfolio images on Vagaro's Social Media pages.You can upload up to three images to the Portfolio Gallery.

Text Marketing Feature : Use this tool to sendone-time text marketing campaigns to customers. You can also sendAutomated Messages, includingrecurring birthday, lost customer, before visit and follow-up or thank you marketing campaigns.

Venue Gallery :Adding photos and images to theVenue Galleryis a great way to attract new online customers. You can showcase the interior and exterior of the business, giving customers a sense of how the inside and outside of the store looks. You can add up to 12 photos including a logo image, which is automatically added to your Receipts, Forms, andOnline Booking Page.

Widget - This allows you to integrate your independent website with the Vagaro Book 24/7 Widget.You can customize the appearance of it and get access to an embedded code that enables the booking function on your site once you add it to the online page.

Add-On Features

Forms - This allows you to create custom consent forms, liability waivers,customer surveys, registration forms, and intake forms using our customizable builder. You can also send links to digital forms to clients, easily keep track of electronic signatures, and select from a variety of templates to build forms that fit your business needs.

Online Shopping Cart - Thisallows you to sell packages, memberships, services, products, classes, and gift certificates directly from the Facebookaccount, Vagaro website, and Online Booking Page.Additionally, you can select convenient shipping options for your products andrequire customers to prepay for items when shopping with your business online.

Check-in App - A self-service platform, this allows customers to check in for classes, book future appointments, and purchase memberships. The app primarily works on an iPad and tablet.

Integrations - This allows you to integrate your Vagaro account with online platforms such as QuickBooks, Xero, Yelp, Facebook, and Instagram. You can sync all your saleswithQuickBooksandXero and get customers to book from Yelp, Facebook, and Instagram.

Import

Free Import - We provide this type of import if you need help transferring your customer contacts and products from a different system to the Vagaro account. This is a free service.

Premium Import - We provide this type of import if you need help transferring appointments, customer notes, services, memberships, packages, and gift certificates to the Vagaro account. This is a one-time $150 fee.

: We provide this type of import when an employee is leaving one Vagaro account and starting their own or moving to a different one. You can share the employee's customer contacts and notes with the other Vagaro business. We can also help you transfer the employee's services and appointments. This is a free service.

How to Add High-Quality Pictures to Your Portfolio

Guidelines

We review all Portfolio images submitted for quality assurance. The Vagaro team will make edits to the images for lighting, color, and other purposes when necessary, but if the description is unrelated to the service being showcased, it will be denied. Your portfolio images will post automatically to your page and if you follow these guidelines, they may also be showcased on Vagaros Gallery. Only images related to Salon, Spa, and Fitness services will be approved.The guidelines below are here to help you get your images featured, but we reserve the right to deny images for other reasons.

Do's

1. Clearly, state the service you are showcasing.

2. Upload a high-resolution image.

3. Use a simple wall or background.

4. Photograph your subject using natural-looking light that is not harsh and bright enoughto see the style.

5. Only show your styles of people. No dogs or mannequins, please.

6. Give enough room in the photo to show the entire style, but also make sure the style is close enough to be visible.

Don'ts

1. No Flash, please! Flash creates a bright spot on the subject, creating harsh looking light.

2. Cluttered backgrounds make for confusing photos

3. Leave the frames out. We want to showcase your work, not a frame.

4. Putting text or a logo on top of your images is not only distracting, but all of your info is already posted with your portfolio images.

5. We want to see YOUR work, so no stock or stolen images.

6. Your portfolio should only be images of services. Photos of your business or logo belong in the Venue Gallery.

7. Be proud of your portfolio, so no blurry or poor-resolution photos.

8. No need for collages. You can add up to three images and create as many portfolio images as you want.

9. No nudityor graphic content.

How to Add Photos to Your Venue Gallery and Portfolio in Vagaro.

Adding Images to Your Portfolio

To learn how to add photos to your Portfolio, click this link:

TheQuickBooksIntegration allows you to seamlesslyexport theTransaction List to an onlineQuickBooks account. You specifically can:

Automatically sync your sales records.

Reconcile your books much easier as payments and fees are matched against your bank statement.

Save time and increase accuracy.

To integrate your account with QuickBooks, follow the steps below.

*Remember, the integration only pulls the previous two months from Vagaro once the synchronization is started.Additionally,if you are applying a tax amount, it needs to beadded as a single itemas this is the only type ofintegration that works with the online QuickBooks account.

To learn more about this feature, watch the video or go through the steps below.

Integrating Vagaro with QuickBooks

1. ClickSettingsat the top of the screen.

Click here to learn how to set up a taxon Quickbooks

2. ClickIntegrationson the left side of the page underAdd-Ons.

3. Find the Intuit QuickBooks Option.Then clickLearn More.

4. ClickConnect.

5. Enter your login information. Then click Sign In.

6. ClickConnect.

7. Select the Sync Start Date. This lets you pickthe date you want to sync the Transaction Listwith theQuickBooksaccount.

Then enter a Nickname. QuickBooks will display all the Vagaro transaction data under this nickname after the sync is completed.

8. Select the Tax. Remember, you first have to add this from theQuickBooksaccount before seeing it as an option in the drop-down. Click here to learn more.

9. Select thePayment Account.

10. Click Savewhen you're ready.

Remember, Vagaro syncs all transactionsat 2 am so all the transactions from the previous day will be ready in the morning.

You'll receive this email if the QuickBooks sync fails. ClickEnable QuickBooksto turn on the feature from the account.

To cancel the integration withQuickBooks, follow these steps:

ClickSettingsat the top of the screen.

ClickIntegrationson the left side of the screen.

ClickDisconnect.

Add theFacebook Appand start attracting more Vagaro customers to your online booking page as well as your website!To activate theFacebookintegration, follow the steps below.

*Remember, only theaccount owner can activate this feature.If an employee tries to turn on the integration, they'll see a popup stating: "You have no rights to authorize."

Let's get started!

Integrating Vagaro with Facebook

1. Click Settingsat the top of the screen once you log in.

Vagaro Booking Page

2. SelectIntegrationson the left sidebar underAdd-Ons.

3. ClickLearn MoreunderFacebook.

4. ClickActivate Facebook Booking.

5. ClickAuthorizeto allowFacebookaccess to your Vagaro account.

6. ClickAllowto share your services, pricing, and business namewith your customers on Facebook.

7. Your services and prices will display on yourFacebookpage once the integration is complete.When a client chooses a service, it links them to your .

*Remember, facebook only displays 3 services at a time. They are randomly selected. Refreshing the screen displays other services.

Add the Book 24/7 Widget and start booking clients and selling items from your personal website, in addition to selling services from the Vagaro online booking page!

To get started, watch the video or follow the steps below.

Adding the Vagaro Widget

1. Click Marketingat the top of the screen.

2. Click Add Widget.

3. Select the tabs you want to include in the widget. A light blue color means the option has been chosen and will be visible on your widget. For example, if a client selects theServicestab,the client will be able to see and book your services.

4. Click on the drop-down underOpen this tab at launchto select the tab you see first when you launch the widget.

5. This option appears if you have the multi-location setup. Click the drop-down to select the option you prefer. This allows you to pick the location that will be listed as the main location on the widget.

6. Select the Display Vagaro App option to display a button that allows customers to download the Vagaro Customer App. This button appears at the bottom of the widget.

7. Click theButton Colorsquare to customize the button color of the widget.

8. Click the arrow in the middle of the display. Then drag it to the color you prefer. Click OKwhen you're finished.

9. Enter a Headerof your choice in the box. The header will appear above the widget.

10. Select the widget type. TheIn Websiteoptionfunctions as a traditional website when you select one of the Widget Tabs.

ThePopupwidget generates a pop-up window when you select one of the tab. TheNew Taboption generates a new tab on the web browser when you select a tab.

11.Thanks to our Preview window, youcan get a sense of the look and feel of thewidget on the customer's desktop orphone before creating it. You also save time by adjusting the designas often as needed before launching the final widget. Let's take a closer look at this!

12. Click on the Computer option to get a feel for how the widget appears on a computer or the desktop.

13. Once you select the Computertab, select one of the Widget Tabsto get an idea of how the page appears. For example, you can see how the Services page displays on the widget when you select theServices tab.

14. To see how the widget displays on a mobile device, click Mobile.

15. Click Save once youre happy with the design.

16. Click the Copy Code button. Then paste the code on the preferred location on the website.

You can manually select the code if the Copy Code function does not display or work properly. In this case, select the whole code with your mouse. Right-click. Then click Copyto paste it to your website.

17. If you clickedCopy Codein the previous step,you'll see the popup below. Click OK. Go to the edit page builder of your website. Find the section where you want to paste the code. Then right-click again to paste it to the site.

Vagaro offers cheap credit card processing rates as well as a slew of other benefits, including the ability to sell services, products, memberships, products,and gift certificates online, store credit cards, set cancellation and no-show policies, and require online credit card payments.Additionally, you become eligible to receive a free credit card reader once your application is approved. This includes an EMV reader.

To learnhow to sign up for Credit Card Processing, click Here.

To get started, click Here.

Remember, we only offer merchant services to businesses in the United States. However, we are working on offering these services to other countries. Unfortunately, we do not have an ETA at the moment.

Let's take a closer look at the fees, rates, and benefits of signing up with Vagaro Merchant Services!

A Promo Code is a code customers use to get a discount on online purchases. You can create them using the Preset Discounts feature and allow clients to apply these codes toward purchases on the Online Booking Page.

To send a promo code to customers using the text marketing feature, following the steps below when using theMobileandDesktop Versionsof Vagaro.

On the Mobile Version

On the Desktop Version

*Remember, to create a promo code, you must first sign up for the Online Shopping Cart.

Related Articles:

How to Use Text Marketing

How to Create a Promo Code

Texting a Promo Code on the Mobile Version

1. TapMoreat the bottom of the screen.

2. SelectEmail & Text Marketing.

3. SelectCreate Campaign.

4.SelectTextunderSelect Delivery Method.

5. Enter the title of the text message in the field underText Campaign Name.

6.Choose thecampaign typeor the type of blast you want to send. Then tapNextto continue.

You can send these types of blasts:

A one-timetext blast.

An automatedbirthday message- click here to learn more.

A recurringlost customercampaign - click here to learn more.

An automatedbefore visitblast - click here to learn more.

A recurringafter visitmessage - click here to learn more.

Let's send atext blast!

7. TapSelect Recipientsto send the message to all your customers or to a specific list of clients, set by you.

8. The text message creator displays all the customers and employees who will be receiving the message after you choose the recipients of the blast.

9. TapCreate Textbelow to continue.

10. Enter the content you want to add to the blast in the field underCompose Text Message.

11. SelectInsert Linkto add a promo code to the message.

12. Select thePromo Codeoption.

13. Choose the promo code you want to add to the blast.

14. The promo code gets added to the message right away.

15. TapNextbelow to continue.

16. Apreviewof the message displays at the top of the screen.

17. TapSend Text Previewto get a preview of how the text displays before announcing it to clients.

*Note: sending apreview to yourselfcounts towards your text marketing quota.

TapNextto continue.

18. SelectSendNowto send the blast shortly after it's announced. Then selectFacebookto post the message to your Facebook business profile.

19. Deselect theSend Nowoption to send the blast at a time you specify. SelectScheduleto set a specificDateandTime.

20. Select theacknowledgementbox. Then tapAnnounceto send the blast.

Texting a Promo Code on the Desktop Version

1. ClickMarketingat the top of the screen.

2. ClickCreate CampaignunderEmail & Text Marketing.

3. To add apromo codeto a new text marketing message, clickCreate Campaign.

4. To add apromo codeto a text you've already created, find it on the main email and text marketing dashboard (Marketing->Create Campaign). Click the three dots on the right side. Then selectEdit.

5. SelectText.

6. Finish setting up the marketing blast to your liking. Then clickSend Nowto send it immediately or clickScheduleto send it at a specificdateandtime.

ClickNextto continue.

7. ClickInsert Link.

8. Hover overPromo Code. Then select the code you want to add to the text blast.

9. The promo code is automatically added to the text message underCompose Text.

10. Select theacknowledgmentbox. Then clickAnnounce to send the promo code to your customers.

TheAppointment/Class Lead Time allows you to limit how soon a customer can book an online appointment or class. For example, if you set an hour lead team, this means that the customer will be required to book at least 60 minutes before the service, giving you enough time to respond to an online request.

To get started, follow the steps below when using both theMobileandDesktop Versionsof Vagaro.

Let's get started!

Mobile Version

Desktop Version

Setting a Lead Time on the Mobile Version

1. TapMoreat the bottom of the screen.

2. SelectSettings.

3. SelectOnline Appointment Rules.

4. Enter theAppointment Lead Timefor the services you offer. Then enter theClassLead Timeif you provide classes.This allows you to limit how soon a customer can book an online appointment or a class, giving you enough time to respond to a request.

5. TapSaveto apply the changes.

Setting a Lead Time on the Desktop Version

1. ClickSettingsat the top of the screen.

2. Under Bookingon the left side of the screen, selectOnline Appointment Rules.

3. Enter theAppointment Lead Timefor the services you offer. Then enter theClassLead Timeif you offer classes.This allows you to limit how soon a customer can book an online appointment or a class, giving you enough time to respond to a request.

4. ClickSaveto apply the changes.

Vagaro offers cheap credit card processing rates as well as a slew of other benefits, including the ability to sell services, products, memberships, products,and gift certificates online, store credit cards, create cancellation, and no-show policies, and require credit card payments online.

Additionally, you become eligible to receive a free credit card reader once the application is approved. This includes the Vagaro EMV Chip Readers.

In this article, we will go over:

How to sign up on the Mobile Version

How to sign up on the Desktop Version

What's Required to Complete the Application

*Remember, we are not able to integrate with third-party systems at this time so if you are using another credit card processor, you must record the transactions separately in Vagaro.

If you have an employee who is interested in signing up for a separate employee merchant account, click this link to learn more.

Let's get started!

On the Mobile Version

1. Tap More.

2. TapCredit Card Processing Application.

3. Find the plan you prefer. Then tap Sign Up.You can choose either the SmallorLargeMerchantplan.

4. Enter your business, personal and bank information. Then tapSign Applicationwhen you're finished.

5. There's no credit check so the approval process is instant. You'll receive the below email once the merchant account is approved. Tap theGet Free EMV Credit Card Readerbutton to place an order for a free reader.

On the Desktop Version

1. ClickSettingsat the top of the screen.

2. ClickCredit Card Processing.

3. ClickActivate.

4. Select theBusiness Accountbutton. Thenclick Start Your Credit Card Application.

5. Find the merchant plan you prefer. Then click Sign Up.

6. ClickSubmit Applicationwhen you're finished entering your business, personal, and bank information.

7.There's no credit check so the approval process is instant. You'll receive the below email once the merchant account is approved. Click theGet Free EMV Credit Card Readerbutton to place an order for a free reader.

What's Required to Complete the Application

Federal law requires that all financial institutions verify and record information that identifies each person who opens an account.

The following information isrequiredto activate your Vagaro merchant account:

Full legal name

Social Security number(SSN) orEmployee Identification number(EIN)

US-based bank account

Date of birth: Current credit card regulations require our customers to be 18 years of age or older to create a merchant account.

US home mailing address

Your bank account

Social Security Number Requirement

We are required by banking industry regulations and federal law to ask for the Social Security number, date of birth, and full name for all our merchant account holders. There is no way to create a merchant account without this information.

Even if you plan to use our merchant services as a business or organization, in order to create an account you must provide your individual name, mailing address, date of birth, and a valid SSN or EIN.

Choose a Business Type

When signing up, you have to classify how youll use our merchant services by selecting yourbusiness type.Vagarowill use this information to provide you with the best features to help you grow your business.

Ifyou'vealready set your business type and would like to change it,send a request to [email protected].

Select from a gallery of high-quality templates. Add custom images and designs. Use a variety of filters to send email and text blasts to a specific client list. Add electronic forms. Share a marketing email on Facebook, and use a variety of other tools to customize your marketing campaigns to your liking!

You can send these types of blasts when using theEmail & Text Marketing Builder:

Non-Automated Messages: Allows you to send one-time blasts to clients using pre-made templates as well as your own designs.

Automated Messages: Allows you to send automated birthday, thank you, and follow up messages on a consistent schedule. You can also send blasts to lost customers or clients who haven't been to the business for a long time.

To learn more about mass marketing blasts, follow the steps below when using the MobileandDesktop Versionsof Vagaro.

On the Mobile Version

On the Desktop Version

*Remember, adding a custom image and design is only available on emails. It is not available on the SMS text feature.

Emailing and Textingon the Mobile Version

Note:If you deactivate the text marketing plan and reactivate it, you'll be prompted select a new number for sending text messages to clients. The number is generated by the notification system Vagaro uses to send text blasts. Clients also receive a message to opt into marketing when the number is selected for the first time.

1. TapMoreat the bottom of the screen.

here

2. SelectEmail & Text Marketing.

3. SelectCreate Campaign.

4. SelectEmail & TextunderSelect Delivery Methodto send an email and text message to customers.

5. Enter thetitleof theemailunderEmail Subject.

6. Choose the type of message you want to send to customers. Then tapNextto continue.You can send these types of blasts:

A one-time campaign blast.

An automated birthday message- click here to learn more.

A recurring lost customer campaign - click here to learn more.

An automated before visit blast - click here to learn more.

A recurring after visit message - click here to learn more.

Let's send acampaign blast!

7. TapSelect Recipientsto send the message to a specific list of customers, set by you.

8.After choosing theSelect Recipients option in the previous step, selectGenderto send the blast tomale,female, ornon-binaryclients. Tap theCustomers Ofoption to send the message to clients of a specific employee you choose.

TapSavewhen you're finished.

9.A preview in the middle of the screen displays the total number ofcustomersandemployeesreceiving the blastas well as those who haveopted outof receiving marketing blasts.

10. TapSelect Email Templateto add an image to the message.

11. Selectthe template you want to add to the email.

12. Select the image you want to add.

13. Enter thetitle in theEnter Email Headingfield. Then enter the content you want to add to the email in theEnter Email Bodyfield.

14. TapAdd Imageto upload a photo from your device and add it to the message.

15.To edit one of thebutton links, select it on the screen. From there, you'll be able to apply the changes you prefer, including changing the wording, creating unique button links, or customizing the appearance.

16.Select any of the social media links to edit them, change the URL links that are assigned to each one, or choose a different template.

17. TapSend Preview Emailto send a preview of the email to a phone number or multiple numbers, set by you. TapNextto continue and to begin creating a text blast.

Let's tapNext!

18. Enter the content you want to add to the message underCompose Text Message.

19. SelectInsert Linkto add a web link to the text.

20. Select the link you want to add to the text blast.

21. The link gets added to the message right away.

22. TapNextto continue.

23. The content of the messages displays in thePreviewat the top of the screen.

24. TapSend Text Previewto receive a copy of the message before it's sent out. TapNextto continue.

25. SelectSend Nowto send the blast shortly after it's announced. SelectFacebookto post the message to your Facebook business page.

26. Deselect theSend Nowoption to set when you want the message to go out. SelectScheduleto set a specificdateandtimeyou want to send the blast.

27. Select theacknowledgementbox. The tapAnnounceto send the message to clients.

Emailing and Texting on the Desktop Version

Note:If you deactivate the text marketing plan and reactivate it, you'll be prompted select a new number for sending text messages to clients. The number is generated by the notification system Vagaro uses to send text blasts. Clients also receive a message to opt into marketing when the number is selected for the first time.

1. First, let's choose aTextandEmail MarketingPlan.ClickSettingsat the top of the screen.

2. SelectText Marketing Planson the left sidebar underAdd-Ons.

3. Select the plan you prefer.

4. Select the number you want to use. Then clickNext.

5. ClickGet Started.

6. To learn how to select an email marketing plan, click here.

7. Now that we've selected the plans we want, let's send a mass message to our clients! ClickMarketingat the top of the screen to get started.

8. UnderEmail & Text Marketing, selectCreate Campaign.

9. ClickCreate Campaignat the top-left of the screen.

10. SelectEmailto send a mass email to customers. ClickTextto send a text blast. SelectEmail & Textto send both a mass email and text to clients. Let's send an email and text.

11. Enter atitleoremail subjectheadline. Hover over theiconto get tips on how to craft a goodemail title.

12. To add emoticons to thetitle, click the smiley image on the right side. Then select a template you want to use.

*Please note: Emoticons are only available to use in email marketing, and are not included as an option for text marketing.

13. Select the emoticons you want to add to theemail titleafter selecting a template.

14. The emoticon immediately appears in thesubjectline of the email.

15. UnderSelect Campaign Type, selectCampaign Blastto send a one-time message to clients. You can also sendBirthday, Lost Customer, Before Visit, as well as AfterVisitemails. These are recurring messages that are sent out on a consistent schedule.

Under Select Recipients,selectAll Customersto send the message to your full client list. Click Filtered List to use a variety of filters to send the email to a list you prefer. Select Specific Customers to select the specific clients you want to send the blast.

16. ClickSend Nowto send the blast shortly after it is announced. Then selectPost on Facebookto post the message on your Facebook page. Remember, this option is only for email marketing.

ClickNextat the bottom when you're ready.

17.If you don't want to send it right away, selectSchedule, instead ofSend Now. Select thedateandtimeyou want to send the message. Then clickNext.

18. Select theTemplates tabto choose a design you want to add to the email. Then, underSelect Email Template,choose the exact template you prefer.

19. Select the image you want to add to the message. This automatically adds the photo to the body of the email marketing builder, where you can create the email you want to get out to your customer base.

20. On the left side, choose a module you want to use. You can add the following to the email:

A header.

A header image.

An image.

Multiple images.

A combination of images and text.

URL button links.

Social media button links.

A footer image.

21. To add a module, select it from the left sidebar. Then drag it to theemail builder. Let's addtextand animage!

22. Enter the content you want to add to the blast. To add an image, click the photo icon on the right side.

23. ClickUploadto upload an image from your computer files. ClickSelect from Galleryto select one of the images from your Vagaro account.

24. To add a link to the image, select the Imagetab at the top of the pop-up. Then enter it in the field underLink to. This way, the client will be taken to your link once they select the picture you have added.

ClickSavewhen you're ready.

25. Toeditthe image oruploada new image, hover over the picture. Then select the option you prefer. If you do not want to change the image, clickSave.

26. Tomovea module to a different spot on the email, hover over it. Click themoveicon. Then drag it with your mouse to the preferred spot on the email.

Toeditthe module, hover over it. Then click thepencilicon.

Select thetrashicon to remove the module.

27. To seehow the email blast will display to customers on both a computerand a mobiledevice, click thepreviewoptions at the top of the screen.

28. If you're ready to create a mass text message, click Next.

To get a preview of how the email displays to clients, clickSend Preview Email. You'll be prompted to enter the email address you want to send it to. To send it to multiple email addresses, be sure to separate each email with a comma.Remember, sending a test message counts as an actual email.

To save the progress and finish the blast later, clickSave for Later. The software automatically saves the copy as well. ClickBackto go back to the first page of creating the email.

Let's clickNext to create a mass text blast.

29. UnderCompose Text, enter the content you want to add to the text message. The content updates immediately in thepreviewon the right side.

30. ClickInsert Linkto add a web link to the message.

31. Select the link you want to add.

32. The link is automatically included in the message. Clicking the link in the text builder as well as in thepreviewallows you to test that the link is working properly.

ClickSend Text Previewto get a preview of how the message displays to clients. Remember, test messages count as actual messages.

33. Enter the number you want the preview sent to. To send it to multiple numbers, enter them in the field and be sure to separate each number with a comma. ClickSendwhen you're good to go.

34. Select theacknowledgmentbox. Then clickAnnounceto send it to clients. SelectSave for Laterto save the blast to your drafts and finish creating it later.

ClickBackif you're not ready to send the marketing blast and want to edit it.

35. You're all set! The email and marketing text has been added to the queue and will be sent at the date and time you specified.ClickOKto continue.

Remember, the message is not sent immediately as the number of recipients impacts how fast the clients receive the blast.

36. You'll be able to see your blast on the main Email Marketing Dashboard (Marketing->Create Email).

37. Toeditthe blast, create aduplicatecopy, orcancelthe campaign, find it on the list. Click the three dots on the right side. Then select the option you prefer.

38. To search for the email or text message by keyword, enter the title of the campaign in the search box towards the top of the screen. Then hitenteron your keyboard. The blast will appear in the list below.

Click to learn more about managing your marketing emails.

Canceling the Announcement of a Marketing Email or Text

1. To cancel the announcement of a marketing email or text right after it's sent, find the message on the mainEmail Marketing Dashboard (Marketing->Create Email). Then, in theStatuscolumn, select the date it's scheduled to go out.

2. Select Yesto cancel the campaign.

TheInventory by Status Report allows you to easily track all your products by their status, including your purchased products, lost items, damaged ones, expired products, items set for business use only, and products that are unsold during a date you select.

You can also use a variety of filters to narrow the report to your liking, export the inventory list to anExcelorPDF, and print a copy for your records.

To learn more, follow the steps below when using theDesktop Versionof Vagaro.

Running an Inventory by Status Report

1. ClickReportsat the top of the screen.

2. SelectInventory By Statuson the left sidebar underInventory.

3. UnderDate Range, select the dates you prefer. This allows you to see the status of your inventory within the dates you choose.

4. UnderStatus, choose the status to filter the report by this item. You can specifically filter it by products that were:

Purchased

Lost

Damaged

Expired

For Business Use

Unsold duringthedate rangeyou selected

5. UnderBrand, click the ALLdrop-down tofilter the report by a specific brand.

6. ClickAdvanced Filtersto apply additional filters to the report. Let's take a closer look at this option.

7. Select theALLdrop-down underProduct Typeto filter the report byitem. Click theALLdrop-down underVendorto filter the list by vendor. ClickALLdrop-down underProductto filter the report by a specific product.

8. ClickRun Reportafter selecting the filters you want to use.

9. The report shows the following:

Thebrandof the product.

Thevendorassigned to the product.

Theproduct type.

Theproductname.

Thequantitythat's available for the product.

Thelow quantitywarning that's been set for the product.

Thecost priceorbusiness cost.

Thepotential sale.

Theprofit margin percentage.

10. ClickExport at the bottom of the screen to export the inventory list to anExcelorPDF. ClickPrintto get a paper copy.

Select from a gallery of high-quality templates. Add custom images and designs. Use a variety of filters to send email blasts to a specific client list. Add electronic forms. Share a marketing email on Facebook, and use a variety of other tools to customize your marketing campaigns to your liking!

You can specifically send these types of blasts when using theEmail Marketing Builder:

Non-Automated Messages: Allows you to sendone-time blastsusing pre-made templates as well as your own designs.

Automated Messages: Allows you to sendautomated birthday,thank you, andfollow upmessages on a consistent schedule. You can also send messages tolost customersor clients who haven't been to the business for a long time.

To learn more about sending email marketing blasts, follow the steps below when using theMobileandDesktop Versionsof Vagaro:

On the Mobile Version

On the Desktop Version

Related Article:

How to Use Text Marketing

Sending Emails on the Mobile Version

1. TapMoreat the bottom of the screen.

Specific Customers

2. SelectEmail & Text Marketing.

3. SelectCreate Campaign.

4. SelectEmailunderSelect Delivery Methodto send an email blast to clients.

5. Enter thetitle or headline of the email underEmail Subject.

6.Select the type of message you want to send. Then tap Next.You can send these types of blasts:

A one-timeemail blast- click here to learn more.

An automatedbirthday message- click here to learn more.

A recurringlost customercampaign - click here to learn more.

An automatedbefore visitblast - click here to learn more.

A recurringafter visitmessage - click here to learn more.

Let's send anemail blast!

7. TapSelect Recipientsto send the message to a specific list of customers.

8.After choosing theSelect Recipients option in the previous step, selectGenderto send the blast tomale,female, ornon-binaryclients. Tap theCustomers Ofoption to send the message to clients of a specific employee you choose.

Use the sliding scale belowAge Rangeto send the blast to clients within an age range, set by you. TapResetto remove the filters you selected or tapSave to apply the changes and to continue.

TapSavewhen you're finished.

9. A preview in the middle of the screen displays the total number ofcustomers andemployeesreceiving the blastas well as those who have opted outof email marketing.

10. TapSelect Email Templatebelow to add an image to the email blast.

11. Select thetemplateyou prefer.

12. Choose one of the images within the template you selected. This adds it to the email.

13. Enter a title in theEnter Email Headingfield. Then enter the content you want to add to the blast in theEnter Email Bodyfield.

14. TapAdd Imageto upload a photo from your device and add it to the message.

15. To edit one of thebutton links, select it on the screen. From there, you'll be able to apply the changes you prefer, including changing the wording, creating unique button links, or customizing the appearance.

16. Select any of the social media links to edit them, change the URL links that are assigned to each one, or choose a different template.

17. TapNextto continue.

18. Apreviewof the email displays at the top of the screen.

19. TapSend Preview Emailto seehow the email displays to clients. You'll be prompted to enter the email address you want to send it to. To send it to multiple email addresses, be sure to separate each email with a comma.

*Note: sending a test message counts as an actual email.

TapNext when you're ready tocontinue.

20. SelectSend Nowto send the blast shortly after it's announced. TapFacebookto post the message to yourFacebookbusiness page.

21. Deselect theSend Now optionto set whenyou want the message to go out. Selectscheduleto set a specificdateandtime.

22. Select theacknowledgementbox. Then tapAnnounceto send the blast to your clients.

23. TapOKbelow to confirm.

24. To track the message you sent, selectCampaignson the mainEmail & Text Marketing Dashboard(More -> Email & Text Marketing).

25. SelectQueue.

26. The message displays automatically in the list underAll Campaigns.

27. Toedit the blast, create aduplicatecopy, orcancelthe message, select it on the list. Swipe to the right of the screen. Then choose the option you prefer.

Sending Emails on the Desktop Version

1. SelectMarketingat the top of the screen.

2. ClickCreate CampaignunderEmail & Text Marketing.

3. ClickCreate Campaign.

4. SelectEmailto send an email blast to customers.

5. Enter anemail titleunderCampaign Email Subject. Hover over theicon to get tips on how to craft a good title or subject headline.

6. Select the type of message you want to send. You can specifically send these types of blasts:

A one-timeemail blast- click here to learn more.

An automatedbirthday message- click here to learn more.

A recurringlost customercampaign - click here to learn more.

An automatedbefore visitblast - click here to learn more.

A recurringafter visitmessage - click here to learn more.

Let's send anemail blast!

7. SelectAll Customersto send the message to your full client list. Click Filtered List to use a variety of filters to send the email to a list you prefer.Selectto select the specific clients you want to send the blast.

Let's send a text toall customers.

8.ClickEditnext toCustomersto select the customers you want to send the blast to. ClickEditnext toEmployeesto select the employees you want to send the campaign to. ClickSee Whoto see who opted out of receiving marketing messages.

9.Tosend the message shortly after it's announced, clickSend Now. SelectPost On Facebookto post the marketing campaign on yourFacebook page. ClickNextto continue.

10.To send the message at a specificdateandtime, clickSchedule. Select thedateandtime. Then clickNextto continue.

11. Select theTemplatestabto choose a design you want to add to the email. Then, underSelect Email Template,choose the exact template you prefer.

12. Select the image you want to add to the message. This automatically adds the photo to the body of theemail marketing builder, where you can create the email you want to get out to your customer base.

13. On the left side, choose a module you want to use. You can add the following to the email:

A header.

A header image.

An image.

Multiple images.

A combination of images and text.

URL button links.

Social media button links.

A footer image.

14. To add a module, select it from the left sidebar. Then drag it to theemail builder. Let's addtextand animage!

15. Enter the content you want to add to the blast. To add an image, click thephoto icon.

16. ClickUploadto upload an image from your computer files. ClickSelect from Galleryto select one of the images from your Vagaro account.

17. To add a link to the image, select theImagetab at the top of the pop-up. Then enter it in the field underLink to. This way, the client will be taken to your link once they select the picture you have added.

ClickSavewhen you're ready.

18. Toeditthe image oruploada new image, hover over the picture. Then select the option you prefer. If you do not want to change the image, clickSave.

19. Tomovea module to a different spot on the email, hover over it. Click themoveicon. Then drag it with your mouse to the preferred spot on the email.

Toeditthe module, hover over it. Then click thepencilicon.

Select thetrashicon to remove the module.

20. To seehow the email blast will display to customers on both acomputerand amobiledevice, click thepreviewoptions at the top of the screen.

21. ClickAnnounceto send the message right away. ClickSend Preview Emailto get apreviewof how the email displays to clients,You'll be prompted to enter the email address you want to send it to.

To send it to multiple email addresses, be sure to separate each email with a comma.Remember, sending a test message counts as an actual email.

To save the progress and finish the blast later, clickSave for Later. The software automatically saves the copy as well. ClickBackto keep working on the campaign blast.

A service is an item that a Vagaro professional provides for a single client. Examples of services include a women's haircut, a shave or massage.

As a client of a Vagaro business, you can book multiple services when scheduling an appointment online. To learn more about this feature, follow the steps below when using a mobile device or the desktop version.

On the Vagaro App

On the Web Version

On the Vagaro App

1.Once you get to the booking page of the business, selectServices.

2. Locate the service. Then tapBook Now.

3. TapAdd Serviceto add more services to the booking. This allows you to add multiple services to the booking.

4. Once you selectAdd Service, tapSelect Serviceto add the additional item.

5. Enter the name of the service in the search box. Then select it once it appears below.

6. You can add more services to the booking by selecting Add Service. If you're finished adding the items, tapSearch.

7. You can see both of the services you added. Select a time for the appointment below.

8. TapBookafter entering the payment.

On the Web Version

1. Once you get to the booking page of the business, selectServices.

2. Select a service. Then clickBook Now.

3. ClickAdd Serviceto add another item to the booking.

4. Once you've selected Add Service, you'll be able to addanother service.

5. You can add more services by clicking on the greenAdd Servicebutton below. If you're finished adding the items, clickSearch.

6. You can see the two services that you added. Select a time that's convenient for you.

7. ClickBookafter entering the payment.

SendingText Marketingmessages to clients is a great way to market your business and keep them updated on what's going on at your store location or studio. You can specifically send the following types of text blasts:

Non-Automated Messages:Allows you to sendone-time text marketing campaigns.

Automated Messages: Allows you to send recurring birthday, thank you, and follow up marketing campaigns on a consistent schedule. You can also send messages to lost customers or clients who haven't visited your business in a while.

To sign up for a text marketing plan, follow the steps below when using theMobileandDesktop Versionsof Vagaro.

Mobile Version

Desktop Version

Related Article:

How to Use Email and Text Marketing in Vagaro

Choosing a Text Marketing Plan on the Mobile Version

1. TapMoreat the bottom of the screen.

2. SelectSettings.

3.SelectText Marketing Plans.

4. Select the plan you prefer.

Note: If this is the first time you're activating theText Marketingfeature, you'll see a prompt asking you to choose thephone numberyou want to use to send the messages. This prompt appears after selecting a plan.The numbers are randomly generated by Vagaro's cell phone message provider.

5. Toturn offthe Text Marketing feature, return to the mainText Marketing page(More->Settings->Text Marketing Plans). Then selectDeactivate Plan.

6. SelectYes, Deactivate. PressNo Thanksto cancel the action.

Choosing a Text Marketing Plan on the Desktop Version

1. SelectSettingsat the top of the screen.

2. UnderAdd-onson the left sidebar, selectText Marketing Plans.

3. Select the plan you prefer.

4. Choose thephone numberyou want to use to send the messages. These numbers are randomly generated by Vagaro's cell phone message provider. ClickNextto continue.

5. ClickGet Started. This takes you to theMarketing Dashboardwhere you can send a mass message to customers.

6. To turn off the feature, return to theText Marketing Plans page(Settings-> Text Marketing Plans). Then selectDeactivate Plan.

7. ClickYes, Deactivate.

To keep track of all timecard entries that are entered in the software, follow these steps:

Click Reportsat the top of the screen.

ClickTime Cardon the left side of the page underEmployees.

Click RunReportafter selecting a date range as well as any additional filters you want to apply.You'll then be able to see all your time card entries based on the date range and filters you selected.

Tracking Time Card Entries in Vagaro

1. ClickReportsat the top of the screen.Then selectTime Cardon the left sidebar underEmployees.

2. Under Date Range, select the dates you prefer. This allows you to see entries submitted within the period you chose.

3. UnderService Providers, select the employees you want to include in the report. This narrows the report to the time card entries of these service providers. ClickSelect Allto include all employees in the report.

4. Select Show Only Missing Entrytoonly include missing timecard entries in the report.

5. ClickAdvanced Filtersto include entries of past employees in the report.

6. ClickRun Reportwhen you're ready.

7. The timecard report displays the following:

TheActionbutton, which allows you to edit and delete timecard entries.

The date the timecard was entered (Entry Date).

The name of the employee (Employee).

The clock-in and clock-out times (Clock In TimeandClock Out Time).

The number of hours the employeeworked (Total Hours).

Comments that were added to the entry (Comments).

The individual who last edited the entry (Edited By).

8. ClickExportto export the report to an excel. ClickPrintto get a paper copy.

9. Click on theActiondrop-down menu to edit or delete an entry. ClickNew Entryto record a new entry.

10. When editing an entry, click on the clock icons to select a clock-in and clock-out time. Next, enter a comment. ClickSavewhen you are finished.

To support all Vagaro businesses that are in the healthcare and wellness industries, we have redesigned ourprivacy rules to make sure that we are in compliance with the requirements of the HIPAA Privacy Rules.

Vagaro has worked with a third-party, the Compliancy Group, to ensure this. To view our seal of HIPAA Compliance, click here. Once you get to this page, scroll down to the bottom of the screen to see it.

Click here to learn how to sendHIPAA-compliant text messages, push notifications, and emails to clients in Vagaro.

In this article, we will go over:

The definition of HIPAA

The HIPAA Privacy & Security Rules

The types of businesses that must follow HIPPA

The type of information that is protected

How the Information is Protected

Recommendations to stay HIPAA Compliant

What is HIPAA?

HIPAA (Health Insurance Portability and Accountability Act) was established toprotect patient health information and control how this information is used.

The main goal is to make sure that patient information is properly protected while allowing the flow of health information needed to provide and promote high-quality health care and to protect a client's health and well-being.

Since the health care industry is so diverse, HIPAA is designed to be flexible and comprehensive to cover the different ways information is used,while protecting the privacy of people who seek care and healing.

The HIPAA Privacy and Security Rule

HIPAA rules consist of set of national standards to protect patient medical records and other personal health information. It also:

Gives patients more control over their health information.

Sets boundaries on the use and release of health records.

Establishes appropriate measures that health care professionals and others must achieve to protect the privacy of medical information.

Keeps violators accountable by imposing civil and criminal penalties for violating patient privacy rights.

For patients, it means being able to make informed decisions when seeking care based on how personal health information is used. It specifically:

Allows patients to find out how their information is used.

Generally restricts the release of information to the minimum needed for the purpose of the disclosure.

Generally gives customers the right to examine and get a copy of their health records and request corrections.

Permits individuals to control certain uses and disclosures of their health information.

Who Must Follow HIPAA

The following entities are considered covered entities and must follow HIPAA:

Health Plans, including health insurance companies, HMOs, company health plans, and certain government programs that pay for health care, such as Medicare and Medicaid.

Most Health Care Providers- especially those that conduct certain business electronically, such as electronic health insurance billing. This includes most doctors, clinics, hospitals, psychologists, chiropractors, nursing homes, pharmacies, and dentists.

Health Care Clearinghouses -businesses that process nonstandard health information they receive from another entity or vice versa.

Business Associatesby virtue of their relationship with covered entities.

What Type of Information is Protected?

Client medical records inputted by doctors, nurses, and other health care providers.

Patient conversations with doctors about care or treatment with nurses and others.

Client information that's entered in a health insurers computer system.

Billing information about the client and clinic.

Other client health information that is held by professionals who are required to follow HIPAA laws.

How is the Information Protected?

Healthcare businesses must have the proper measures in place to protect health information and ensure that it is not used or disclosed in an improper way.

Facilities must have procedures in place to restrict who can view and access client health information as well as implement training programs for employees on how to protect your medical information.

Entities must have the appropriate safeguards to protect health information and make sure they do not use or improperly release this data.

Recommendations to Stay HIPAA Compliant

Here's a list of recommendations by the U.S. Department of Health and Human Services to help you stay HIPAA compliant.

1 - Establish clinic-wide privacy measures.

Appoint a privacy officer and contact person to oversee privacy issues. This individual is the point person for receiving complaints and training all employees on privacy matters, specifically letting staff know about PHI (protected health information) disclosure restrictions and practices.

2 - Get consent to collect, use and release PHI.

The keys to proper consent for collecting, using and disclosing health information under HIPAA are:

Creating a set of policies and procedures, and

Documenting those policies and measures along with any cases of use or disclosure.

3 - Develop an emergency plan.

Be sure to create a plan that you can use in case an emergency threatens the security and privacy of PHI. Make sure that the right staff members have access to PHI in case of various emergencies. In certain cases, consider restoring data from one location to another.

4 - Come up with processes that give patients easy access to their records.

Under HIPAA, the Privacy Rule requires that clinics and healthcare professionals turn over copies of health records within 30 days of receiving a written request. Clients also have the right to have their health records corrected in a timely fashion.

5 - Make sure your devices, website, and network are secure

Build and maintain a secure website that is in line with all of the HIPAA privacy requirements for identifying information. Run the site on a secure network with all the proper safeguards and get professional help if you need to. Here are some additional safety precautions to take:

Require a secure password-protected login.

Put timeouts on your devices so that they automatically log out if you're not actively using them.

Train staff to act with integrity when handling electronic health information, including not destroying or changing records.

Require authentication for all staff or entities who access PHI.

Make sure that data transfers that include PHI are encrypted.

6 - Think about your PHI storage options

Weigh your options when it comes to storing your clinics health information whether you decide to store it as a hard copy, on your own servers, or in a cloud-based practice management system.

Think about a solution that meets the needs of your daily workflow while also adhering to HIPAA. Also, consider choosing a combination of these storage options.

7 - Sign a Business Associate Agreement (BAA) with software vendors.

HIPAA requires a written contract between clinics and any other entity handling health information. For this contract, HIPAA defines two types of organizations:

Covered Entity: This is the organization that records the data. This mainly pertains to health clinics and practitioners or anyone treating patients or seeing clients.

Business Associate: The organization that is helping to store and process data on behalf of the covered entity.

8 - Become familiar with your state laws.

Check state laws that have additional privacy requirements beyond HIPAA. Here are some specific things to consider:

Where state law is less strict than HIPAA, HIPAA will apply.

Where state law is stricter than HIPAA, state law will apply.

In many cases, more stringent state laws involve reporting of public health information, such as communicable disease or child abuse, or birth and death records.

9 - Stay current on Privacy Laws

Remember, laws often change. Make sure that your privacy officer stays informed of any changes to privacy requirements and has a strategy to keep your practice up to date on the latest changes. Also, be sure to update your policies periodically as needed.

To learn more about HIPAA, click here.

Here's all you need to know about credit card batch schedules and when credit card transactions deposit to the bank account.

Related Articles:

Vagaro Credit Card Processing Fees and Rates

How to Know if your Credit Card Application Has Been Approved

When Do Deposits Batch?

Batch Day

Deposit Day

Duration

Monday

Tuesday

1 Day

Tuesday

Wednesday

1 Day

Wednesday

Thursday

1 Day

Thursday

Friday

1 Day

Friday

Tuesday

3 Day

Saturday

Tuesday

2 Days

Sunday

Tuesday

2 Days

*Remember, transactions that occur before3 PM Pacific Timeor6 PM Eastern Timeare included in a single batch. It thentakes about 24 hours to deposit to the bank account. Transactions that occur after 3 PM on Friday, as well as those that happen on Saturday or Sunday, take 2 days to deposit to the bank. This is due to banks being closed on Sundays.

If a transaction occurs after the 3 PM cut off time, it's included in the next day's batch.There also is a two-day deposit time for transactions that occur before a holiday.

Can I Change the Batch Time?

Yes. You can change the batch time to midnight. Send a request to [email protected] or call 800-919-0157. Please note that this delays the deposit date. Transactions will take 48 hours to deposit to the bank.

Who do I contactif I have questions?

Call Vagaro directly at 800-919-0157. We are available 7 days a week, Monday throughFriday from 6 AM - 7 PM, Saturday 7 AM - 5 PM and Sunday 7 AM - 4 PM. These times are all in Pacific Time. You can also email us at [email protected].

Who do I contact to order my free reader?

Once your credit card application is approved, you'll be prompted to order your free reader. For more information, click this link: How Do I Get a Free Reader?

You can also contact Vagaro directly at 800-919-0157 x2.We are available 7 days a week, Monday - Friday from 6 AM - 7 PM, Saturday 7 AM - 5 PM and Sunday 7 AM - 4 PM.These times are all in Pacific Time.

Non-Qualified Fees

Non-Qualified fees are a range of higher interchange rates that are bucketed into a single-line item. The bank defines these as fees assessed by Visa/MasterCard on transactions they deem riskier and/or costly. Unqualified fees are usually assessed due to typed-in transactions, corporate cards, foreign credit cards, and certain rewards/bonus/cashback/airline type cards.

Transactions that occur on Holidays

If a transaction occurs on a holiday, this means that it will deposit to your bank account in two days. This is different than the normal schedule, in which transactions typically take about a day to deposit, with exceptions to weekends since the banks are closed on Sundays.

To view the complete 2018-2022 holiday schedule as observed by theFederal Reserve System, click this link: How the Holiday Schedule Affects Your Credit Card Deposits.

Gift Card Designs and Templates

Here are some examples of gift card designs that we have created for other businesses.

Click this link to order a logo from the Vagaro online store: Ordering a Logo.

1. 560 Salon & Spa

Modera Salon & Spa

2. Barber Lounge

3. Blake Rose Salon & Spa

4.Bliss Massage

5. Janet Marie Skin Care

6. Lash Addict Beauty Studio

7. Level 3 Salon & Spa

8. Leslie Taylor Salons

9. Salon 1938

10. Luxxe Organix Wellness Spa & Aroma Bar

11. Joshua Perry Studio

12. Primp Lash & Beauty Boutique

13. The Rosefinch Spa

14. Shine Salon & Day Spa

15. Salon Crissar

16.

Packages allow you to sell future visits and sessions. You can also set different auto-renew options, charging the client weekly, every two weeks, every four weeks, monthly, every two months, quarterly, yearly or after a set number of visits are completed. You can also do the following:

Customize a package to fit your business needs.

Add one type of class or service to a package.

Combine different classes or services into one package.

Offer a set series of visits or unlimited visits.

Set your autopaycharge frequency, charging customers weekly, every four weeks, monthly, every two months, quarterly, yearly or by a set number of completed visits.

Once a package is created,you can sell it from theCheckoutscreen. You also can sell it on Vagaro.com, your booking page, your Instagram page, Facebook account, and your personal website or blog via the Vagaro booking widget.

If you choose to require auto-renewal, you can set theAuto-Renew Limitorthe number of times you want to renew the package.This gives you more flexibility and control and provides clients with more payment options.

*Remember, to redeem a visit from a package, the customer must book the appointment or class within the expiration date of the package. Also, note that a package will not redeem ifthe service is already set to $0, but once you increase the price, the software will redeem the service as long as it's part of the package.

To sell and redeem a package in Vagaro, follow the steps below when using theDesktop Version.

How to Sell a Package.

How to Redeem a Package.

Related Article:

How to Create a New Package.

Selling a Package

Remember, you must first create a packagebefore selling it. Click this link to learn more: How to Create a New Package.

1. ClickCheckoutat the top of the screen.

How to Refund a Transaction in Vagaro

2. Select the customer.

3. ClickPackageat the bottom of the screen.

4. Click on theSelect Service drop-down.Then select the package you want to sell.

5. Click on the checkbox next toAuto Renewto renew the package automatically. The renewal is based on the charge frequency you selected when creating the package.

6. You can also change the charge frequency by clicking on the drop-down next to Renewal onand selecting the option you prefer. You can charge customers Weekly, Every 4 weeks, Monthly, Quarterly, Yearly or by a set Number of Completed Visits.

7. Select Carry Balance Forwardto carry any remaining balances over to the next cycle. Then enter theAuto-Renew Limit. This allows you to set the number of times you want to renew the membership.You can also select anUnlimitednumber.

8. ClickNextwhen you're ready.

9. ClickUse Card on Fileto charge the card in the customer's file. ClickUse a Different Cardto charge a different credit card.

10. If you don't select the package toAuto-Renew, click on the calendar icon below to select the expiration date. Then clickAdd Package.

11. ClickCheckoutafter processing the payment.

Redeeming a Package

1. Now that you have sold the package to the customer, you can redeem it. Click Checkoutfrom the top to get started.

2. Click theAllCustomers tab. Enter the name of the customer. Then select the client.

3. Select theServicesoption at the bottom of the screen to select the service that's been added to the package.

4. Select theService as well as the Service Provider.

5. Click the clock icon on the right side to select a different Start Time. ClickAdd Servicewhen you're finished.

6. The software applies the package by default. You can also click thePkgoption in the middle of the screen to use thePackage.

7. ClickUse Packageto use it.

8. ClickCheckoutwhen you're ready.

9. When you view the transaction on theTransaction Listin from theReportspage, you'll see that thePriceis $0.

10. TheReceiptwill also show that theTotal Amount Dueis $0.

11. You can also refund a visit from theTransaction List. Click this link to learn more:.

TheSales by Brandreport shows you the total profit you're earning for all the brands you sell in Vagaro. You can use a variety of filters to narrow the report to your liking, export the sales list to an Excel or PDF, and print a copy for your records.

To learn more, follow the steps below when using theDesktop Versionof Vagaro.

Running a Sales by Brand Report in Vagaro

1. ClickReportsat the top of the screen.

2. SelectSales by BrandunderInventory.

3. UnderDate Range, select the dates you prefer. This allows you to see yourbrandsales within the dates you choose.

UnderBrand, click theALLdrop-down to filter the report by the sales of a specific brand. UnderProduct Type, click theALLdrop-down to filter the report by aproduct typeof your choosing.

4. ClickAdvanced Filtersto select more filters you want to apply to the report.

5. UnderProduct, click theALLdrop-down to filter the report bya brand, set by you.

6. ClickRun Reportwhen you're finished selecting the filters you want to apply.

7. The report shows the following:

Thebrandthat was sold.

Thequantity foreach brand that was sold during the dates you selected in the report.

The totalbusiness costfor each brand (Cost Price).

The totalsalesfor each brand (Sales Price).

Theprofitearned for each brand. This is theSales Priceminus theCost Price.

Theprofit margin percentage.

Thetotal number ofpoints redeemedduring the sales of the brand.

8. ClickExportto export the report to anExcelorPDF. ClickPrintto get a paper copy.

Get customers to share memberships and packages with family members and friends. Allow clients to book and pay for pets, siblings, and spouses, and get customers to receive appointment notifications and reminders that are sent to loved ones with theFamily & Friends Sharingfeature!

In this article, we will go over:

Adding Family & Friends to a Client's Profile

Managing the Family & Friends Sharing List

Activating Membership Sharing during Membership Creation

Activating Package Sharing during Package Creation

Activating Membership Sharing at Checkout

Activating Package Sharing at Checkout

Managing Shared Packages from a Client's Profile

Managing Shared Memberships from a Client's Profile

Frequently Asked Questions

Adding Family & Friends on the Desktop Version

1. SelectCustomersat the top of the screen.

2. Select the client who wants to share memberships, packages, payment information, and notifications withFamily & Friends.

3. All current Family & Friends will show on theshare liston the customer's profile.

4. ClickAdd Family & Friendsbelow to add more Family & Friends to the share plan.

5. To add aFamily & Friendwho already has a profile to the share list, enter the name in the search box.Then select the Family & Friend from the drop-down.

6. If you don't see the Family & Friend in the drop-down, clickCreate Newto create a new profile.

7. To add theFamily & Friendas aparent,spouse,child,sibling,petorfriend, select the option you prefer towards the top of the screen.

Let's look at all these options.

Adding a Parent

1. Select theParenttab. ClickChooseFileto add an image to the Family & Friend'sprofile. Enter anemail,primary phone,first name, andlast name. Then select thegender.

2. ClickAllow This Person to Bookto allow the Family & Friend to book, receive appointment notifications, and view and pay for the client's appointments.

ClickShare Credit Card on Fileto allow the Family & Friend to use the customer's credit card on file when purchasing and booking with the business.

Click CC Appointment Notificationsto allow the Family & Friend to receive appointment notifications that are sent to the client.

ClickSavebelow when you're done.

Adding a Spouse

1. Select the Spousetab.ClickChooseFileto add an image to the Family & Friend's profile from your computer.

Enter anemail,primary phone,first name, andlast name. Then select thegender.

2. ClickAllow This Person to Bookto allow the Family & Friend to book, receive appointment notifications, and view and pay for the client's appointments.

ClickShare Credit Card on Fileto allow the Family & Friend to use the customer's credit card on file when purchasing and booking with the business.

Click CC Appointment Notificationsto allow the Family & Friend to receive appointment notifications that are sent to the client.

ClickSaveto save the Family & Friend to theshare list.

Adding a Child

1. Select theChildtab. ClickChooseFileto add an image to the Family & Friendfrom your computer.Enter afirst nameandlast name. Then select thegender.

Select theBirth Date. Enter anemailas well as aprimary phone(these are optional).

2. ClickAllow This Person to Bookto allow the Family & Friend to book, receive appointment notifications, and view and pay for the client's appointments.

ClickShare Credit Card on Fileto allow the Family & Friend to use the customer's credit card on file when purchasing and booking at a Vagaro business.

Click CC Appointment Notificationsto allow the Family & Friend to receive appointment notifications that are sent to the client.

ClickSavewhen you're ready.

Adding a Sibling

1. Select theSiblingtab.ClickChooseFileto add an image to the Family & Friend's profile.

Enter theemail,primary phone,first name, andlast name. Then select thegender.

2. ClickAllow This Person to Bookto allow the Family & Friend to book, receive appointment notifications, and view and pay for the client's appointments.

ClickShare Credit Card on Fileto allow the Family & Friend to use the customer's credit card on file when purchasing and booking at a Vagaro business.

Click CC Appointment Notificationsto allow the Family & Friend to receive appointment notifications that are sent to the client.

ClickSavewhen you're ready.

Adding a Pet

1. Select the Pettab. ClickChooseFileto add an image to the Family & Friend's profile.Enter thefirst nameandlast name. Select thegender. Then select theBirth Date.

2. Select thespecies/breed. Then enter theweight (in pounds)of the pet.ClickSavewhen you're finished.

Adding a Friend

1. Select the Friendtab.ClickChooseFileto add an image to the Family & Friend's profile from your computer.

Enter anemail,primary phone,first name, andlast name. Then select thegender.

2. ClickAllow This Person to Bookto allow the Family & Friend to book, receive appointment notifications, and view and pay for the client's appointments.

ClickShare Credit Card on Fileto allow the Family & Friend to use the customer's credit card on file when purchasing and booking with the business.

Click CC Appointment Notificationsto allow the Family & Friend to receive appointment notifications that are sent to the client.

ClickSavewhen you're ready.

Managing the Family & Friends Sharing List

1. All theFamily & Friends will appear on the shared list in the customer's profile. A statusofInvitation Pendingmeans the customer is waiting for the Family & Friend to accept the request to be added to the share list.

To add another Family & Friend, clickAdd Family & Friendsbelow.

2. There are three dots that correspond to each Family & Friend. Click it to do the following:

Add the Family & Friendto your customer list (Attach To Business).

Resend an invitation request to the Family & Friend to add them to theshare plan (Resend Invitation).

Edit the Family & Friend's profile (Edit).

Delete the Family & Friend from the list (Remove).

Let's look at all these options!

Attaching the Family & Friend to the Business

1. This pop-up appears after selectingAttach to Business. ClickAttachto add the Family & Friend to your customer list.

Resending an Invitation Request

1. The pop-up appears after selectingResend Invitation. ClickSendto send another request to the Family & Friend to be added to theshared list.

2. The Family & Friendreceives this notification when the request is sent. Instruct the person to clickAccept Invitation.

Editing the Family & Friend's Profile

1. This pop-up appears after selectingEdit.Finish applying the changes to the profile. Then click Save at the bottom when you're finished.

Removing a Family & Friend from the List

1. This pop-up appears after selectingRemove. ClickRemoveto delete the Family & Friend from theshare list.

Allowing Family & Friends Sharing when Creating a Membership

1. To allow a membership to be shared with Family & Friends when creating a membership, selectAllow Membership to be Shared with Family & Friendsonce you get to this page (Settings ->Memberships->New Membership).

Click here to learn more about creating a new membership.

2. Under Relationship,select the types of family and friends who can use the membership. This includes a:

Parent

Spouse

Child - you'll be able to set a minimum age limit if you select this option.

Sibling

Pet

Friend

In the field underMaximum Number of Family & Friends, set the maximum number of Family & Friends who can share the plan. Enter up to 6.

3. ClickSavewhen you're finished setting up the membership.

Allowing Family & Friend Sharing when Creating a Package

1. To allow a package to be shared with Family & Friends when creating a package, selectAllow Package to be Shared with Family & Friendsonce you get to this page (Settings->Packages->New Package).

Click here to learn more about creating a new package.

2. Under Relationship,select the types of Family & Friends who can use the package. This includes a:

Parent

Spouse

Child - you'll be able to set a minimum age limit if you select this option.

Sibling

Pet

Friend

3. ClickSavewhen you're finished setting up the package.

Allowing MembershipSharing at Checkout

1.To allow a membership to be shared with Family & Friends when selling it atCheckout, selectAdd Family & Friendsonce you get to this page (ClickCheckout-> Select the Customer-> Click theMembership option below).

UnderFamily & Friends Sharing, select up to 6 members you want to add to the share planof the client you selected.

Click here to learn more about selling memberships at checkout.

2. ClickAdd Family & Friendsto add more people to theshare list.

3. Enter the name in theSearch Customersbox. Then select the Family & Friendfrom the drop-down.

SelectCreate Newto add a Family & Friend who doesn't have a profile and to add them to thesharelist.

Allowing Package Sharing at Checkout

1.To allow a package to be shared with Family & Friendswhen selling it atCheckout, selectAllow Package to be Shared with Family & Friendsonce you get to this pop-up (ClickCheckout-> Select the client -> Click thePackageoption below).

Select up to 5 Family & Friendsyou want to add to the sharelistof the customer you selected.

Click here to learn more about sellingPackages at checkout.

2. To add more Family & Friends to theshare list, clickAdd Family & Friends.

3. To add a current Family & Friend to the client's share plan, click theSearch Customersbox. Then select the customer from the drop-down.

ClickCreate Newto add a Family & Friend who doesn't have a profile to the plan.

Managing Shared Packages from a Customer's Profile

1. To manage a shared package between Family & Friends, select thePackagesoption once you get to the customer's profile (Customers--> Select the client -->Packages).

2. Find the package on the list. UnderStarting Balance, hover over the people iconto see the customer who purchased the package as well as the Family & Friends who have been added to the share plan.

3. Under Current Balance, select theVisit(s)option to see theFamily & Friendswho have been using the package. This takes you to the historyof the package.

4. Selecting thevisit(s)option allows you to see the following:

The dateand time the package was used.

Theservice/classthat the customer went in for.

The number of visits that were used.

Theactionorstatus. For example, you can see if the package was purchased orredeemedon a specific date.

The Family & Friend who used the package.

5. Here's another way to view the History.

Find the package in the customer's profile.

Click the three dots corresponding to the package on the right side.

SelectHistory.

Managing Shared Memberships from the Customer's Profile

1.To manage a shared membership, select theMembershipsoption once you get to the customer's profile (Customers--> Select the client -->Memberships).

2.Find the membership on the list. UnderMembership, hover over the people icon to see the customer who purchased the membership as well as the Family & Friends who have been added to the share plan.

3. UnderCurrent Balance, clickthevisit(s)option to see more details about the membership, including thecustomerwho purchased it and the Family & Friendswho are using it.

4. Selecting thevisit(s)option allows you to see the following:

The date the membership was used.

Theservice/class/productthat the Family & Friend redeemed.

The number of visits that were used.

Theactionorstatus. For example, you can see if the customer redeemed or purchased the membership. You can also see if the businessincreasedordecreasedthebalance.

The location where the membership was redeemed.

The Family & Friend who used the membership.

5. Here's another way to view the History.

Find the membership in the customer's profile.

Click the three dots corresponding to the membership on the right side.

SelectHistory.

Frequently Asked Questions

What will Family & Friends actually allow me to do?

Create relationships between Vagaro customer accounts.

Memberships and Packages can be shared with Family & Friends (If you allow it).

Customers can book for Family & Friends.

Credit cards can be shared with Family & Friends.

How do I add Family & Friends?

There are a few ways you can do this:

Business Side:

Customers > Profile > Add Family & Friends

Checkout > Sell Membership (If Family & Friends is enabled) > Add Family & Friends

Checkout > Sell Package (If Family & Friends is enabled) > Add Family & Friends

Checkout > Create Package (Enable Family & Friends) > Add Family & Friends

Client Side:

Customer Profile > Add Family & Friends

Checkout > Buying a Membership (If Family & Friends is enabled) > Add Family & Friends

Checkout > Buying a Package (If Family & Friends is enabled) > Add Family & Friends

How do I Share My Credit Card with A Family & Friend?

When you add a Family & Friend, there will be 3 switches at the bottom of the popup.

Switch on the Share [Customer Name]s Credit Card on File.

How do I Allow a Family & Friend to book for me?

When you add a Family & Friend, there will be 3 switches at the bottom of the popup.

Switch on Allow This Person to Book for [Customer Name]

How do I receive appointment notifications for Family & Friends?

When you add a Family & Friend, there will be 3 switches at the bottom of the popup.

Switch on Allow This Person to Book for [Customer Name]

Can I see who is using the Membership/Packages I am sharing?

Yes, this can be done on both the Business side and Customer side.

Business Side/Customer Side:

Customer Profile > Membership/Packages Tab.

Family & Friends Sharing will be indicated by the Family & Friends icon.

Click on the link under Current Balance in the row of the Membership youd like to see.

How do I create a Family & Friends Membership/Package?

Start by creating a Membership/Package the way you currently do.

Switch on Allow Membership to be shared with Family & Friends.

Select the relationship types and the maximum number of Family & Friends associated with this Membership or Package.

Press save when you're finished.

Can I edit who a Family & Friends Membership/Package can be used by?

Only a business can edit who can uses a Membership/Package after its been set.

This is done on the Customers Profile > Membership/Package Tab > Edit.

Can I create a custom Family & Friends Package in Business Side Checkout?

Yes. When youre creating a Package at checkout, there is a Family & Friends Sharing switch at the bottom of the popup that will allow you to activate Family & Friends sharing.

Is Family & Friends available on the Vagaro Pro App

Yes

How does a customer book and/or pay for Family & Friends on Vagaro.com?

Before a customer books an appointment or class for their Family & Friends, they must be added to the customers Family or Friend, with the option to (1) book for Family & Friends and (2) Share a credit card on file.

Booking an Appointment for Family & Friends

Start by booking an appointment the way they currently would book an appointment for themselves.

Once on the Shopping Cart Screen, the first question drop down asks Who are you booking for?

Select a Family or Friend, or add a new Family & Friend from this drop-down, which will indicate who you are booking for.

Paying for an Appointment for Family & Friends

In the same Shopping Cart Screen, it will ask to Select Payment Method. The Family & Friends Sharing icon will be attached to the card that is being shared. Use this to pay with the Shared Card.

Booking a Class for Family & Friends

Start by booking a class the same the way you currently would.

After you click Next from the Sign Up popup in the Class Listing page, the Select Attendees popup will appear.

Here you will be given the Who are you booking for? drop-down, where you can select:

Yourself

Family & Friends

New Family & Friend

Guest (for one time use only)

Will Family & Friends Sharing Carry over to the Other Vagaro Businesses

Only if the family or friend is a customer of the business.

And when a business adds that family or friend, it will also still recognize an existing Vagaro customer and auto-populate all their information.

TheOnline Appointment Rulesfeature allows you to set the online booking rules, including automatedwaitlistoptions,refund policies for customers doing online prepayments as well as the cancellation,no-show, and rescheduling policies. You also can set a requirement to accept or deny a customer'srequest to book online. This is especially helpful if you have clients who don't adhere to your cancellation policies and cancel bookings frequently.

To learn more about this feature, follow the steps below.

Related Article:

Setting Online Appointment Rules on the Desktop Version.

Setting Online Appointment Rules

1. TapMoreat the bottom of the screen.

here

2. TapSettings.

3. TapOnline Appointment Rules.

4. Enter theAppointment Lead Timefor the services you offer. Then enter theClassLead Timeif you provide classes.This allows you to limit how soon a customer can book an online appointment or a class, giving you enough time to respond to a request.

5.Enter the Appointment Search Limit. This allows you to set the number of available appointment times for your customers to book online.

Tap on the drop-down to set the Search Appointment Interval. Use this feature to set the time intervals between available appointment options online.

ToggletheShow Number of Seats Remaining in Classesoptionto allow customers to see the number of seats that are available in a class when booking online.

6.Tap the drop-down underService Provider Orderto set how your employees are ordered on your Vagaro booking page.You can set the order byFirst Availableservice providers or by theWebsite Employee Line Up,found in yourSettingspage in Vagaro.

You can also set the order byBest Reviewedor byAlphabetical Order.

7. Select the option you prefer.

8. Select the Require Acceptance for Online Booking optionto be able to deny or approve a customer's request to book your business online. Select the checkboxes below this option torequire acceptances for specific types of appointments, including:

New customer appointments.

Old customer appointments.

Outcall service appointments.

Customers with a specific number of no-shows or cancellations.

Once you select theCustomer with no-shows or cancellationsoption, you will be prompted to enter a minimum number. For example, if you enter "5," this will require acceptance for clients who have at least five no-shows or cancellations.

9.To limit how far in advance a customer can book aserviceonline, enter thedaysin the field corresponding to this option.

*Remember, the limit can range from 1 day to 3 years.

10.You can alsorestrict when a customer is able to book aclassonline. Enter thedaysin the field next to this option.

*Remember, the limit can range from 1 day to 3 years.

11.To create a newWaitlist, select from the four options below.

You Pick: This allows you to manually select a client from a waitlist and add them to an opening slot on the calendar fromyourNotification Panelwhen your schedule is full and a customer cancels.

Money Maker: An automatic notification is sent to the customer withthe highest-paid appointment on the waitlist. If a customer does not respond within the time frame (Time to Respond) you set,the opening is offered to the next highest paid appointment.

First in Line:An automatic notification is sent to the first client on the waitlist. If the customer does not respond within the time frame you set, a notification is sent to the client who is next in line.

Instant Book: An automatic notification is sentto all clients on the waitlist. The first to book gets the appointment.

Click for more information on how to create aWaitlistin Vagaro.

12.SelectCustomers Can Add to Waitlistto allow customers to add themselves to the waitlist when they book online.

13. SelectCustomers Can Cancelto allow clients to cancel upcoming appointments. Then enter the minimum hours a customer can cancel before an appointment. In the example below, we've set it where the customer must cancel at least 24 hours before the service to get a refund.

Next, selectAutomatically Refund for Pre-paid Appointments and Classes. This allows you to automatically refund a canceled appointment or class that's been prepaid by the client.

14. Enter the Refund Policy. SelectCustomers Can Rescheduleto allow customers to reschedule appointments. Then enter the minimum number of hours clients can reschedule before an appointment.

15. Enter theAppointmentCancellation Policy.

16. Select Accept American Expressto allow clients to book online appointments using an American Express card.

SelectRequire Credit Card for Online Bookingto capture or save a customer's credit card when they book online. Then enter theGreaterthan or equal toamount below this option.

17. SelectOnly Allow Reviews From Verified Customersto only allow clients who have been marked as aShow or Completedto leave reviews. TapSavewhen you're finished.

TheOnline Appointment Rulesfeature allows you to set the online booking rules, including automatedwaitlistoptions,refund policies for customers prepaying online as well as the cancellation,no-show, and rescheduling policies. You can also set a requirement to accept or deny a customer'srequest to book online. This is especially helpful if you have clients who don't adhere to your cancellation policies and cancel bookings frequently.

To learn more about this feature, follow the steps below.

Related Article:

Setting Online Appointment Rules on the Mobile Version.

Let's get started!

Setting Online Appointment Rules

1. Click Settingsat the top of the screenonce you log in.

How to Create a Waitlist on the Desktop Version

2. ClickOnline Appointment Ruleson the left side of the screen.

3. Enter theAppointment Lead Timefor the services you offer. Then enter theClassLead Timeif you provide classes.This allows you to limit how soon a customer can book an online appointment or a class, giving you enough time to respond to a request.

4. Enter the Appointment Search Limit. This allows you to set the number of available appointment times for your customers to book online.

5. Enter the Search Appointment Interval. Use this feature to set the time intervals between available appointment options online.

6. Click Show Number of Seats Remaining in Classesto allow customers to see the number of seats available in a class when booking online.

7. Click on the drop-down underService Provider Order to set how your employees are ordered on your Vagaro booking page.You can set the order by service providers who areFirst Availableor by theWebsite Employee Line Up,found in your Settingsin Vagaro. You can also set the order by service providers who areBest Reviewedor by Alphabetical Order.

8. SelectRequire Acceptance for Online Booking optionto give your business the ability to deny or approve a customer's request to book your business online. You can require acceptance for:

New customer appointments.

Old customer appointments.

Outcall service appointments.

Customers with a specific number of no-shows or cancellations.

Once you select the Customer with no-shows or cancellationsoption, you will be prompted to enter a minimum number. For example, if you enter "5," this will require acceptance for clients who have at least five no-shows or cancellations.

9.To limit how far in advance a customer can book aserviceonline, enter thedaysin the field corresponding to this option.

*Remember, the limit can range from 1 day to 3 years.

10.You can alsorestrict when a customer is able to book aclassonline. Enter thedaysin the field next to this option.

*Remember, the limit can range from 1 day to 3 years.

11. To create aWaitlist, select from the four options below.

You Pick: This allows you to manually select a client from a waitlist and add them to an opening slot on the calendar fromyourNotification Panelwhen your schedule is full and a customer cancels.

Money Maker: An automatic notification is sent to the customer withthe highest-paid appointment on the waitlist. If a customer does not respond within the time frame (Time to Respond) you set,the opening is offered to the next highest paid appointment.

First in Line:An automatic notification is sent to the first client on the waitlist. If the customer does not respond within the time frame you set, a notification is sent to the client who is next in line.

Instant Book: An automatic notification is sentto all clients on the waitlist. The first to book gets the appointment.

Click this link for more information on how to create aWaitlistin Vagaro:.

12.SelectCustomers Can Add to Waitlistto allow customers to add themselves to the waitlist when they book online.

13. Select Customers Can Cancelto allow customers to cancel an appointment. Then enter the minimum hours required before canceling or rescheduling.SelectAutomatically Refund Prepaid Appointments to refund customers who prepay for appointments. A green color means that the option has been turned on.

14. Enter the Refund Policy.

15. Select Customers Can Rescheduleto allow clients to reschedule an appointment. Then enter the minimum number of hours clients can reschedule before an appointment.

16. Enter the Appointment Cancellation Policy.

17. SelectAccept American Expressto allow clients to book online appointments using an American Express card.

SelectRequire Credit Card for Online Bookingto capture or save a customer's credit card when they book online. Then enter theGreaterthan or equal todollar amount below this option. In the example below, we're requiring the customer to enter their credit card details if they spend a minimum of $1.

18. SelectOnly Allow Reviews from Verified Customersto allow only verified customers to leave reviews.Verified Customersare clients whose appointments have been marked asCompleted.Once you're finished, clickSave.

A service is an item an employee provides for a single client. Examples of services include a women's haircut, a shave or massage. You can add a Vagaro service that's already in your account by default or you can add a customizable service that's more unique to your business.

Once you add a service to the account, you cansell it from the Checkoutscreen. To get started,follow the steps below when using both theMobileandDesktop Versionsof Vagaro.

Mobile Version

Desktop Version

Let's get started!

Mobile Version

1. TapCheckoutat the bottom of the screen.

2. Select the customer.

3. Tap theShopping Cartoption to add a service.

4. TapAdd Item.

5. SelectService.

6. Select theServiceandService Provider. Then select theAppointment Type.

7. TapAddat the bottom of the screen.

8. TapDoneat the top-right of the screen to continue.

9. TapCheckoutat the bottom of the screen after processing the payment.

On the Desktop Version

1. ClickCheckoutat the top of the screen.

2. Select the client.

3. Click theServicebutton below.

4. Select theService andService Provider (this is optional). You also can choose a differentStart Time. ClickAdd Serviceto continue.

5. ClickCheckoutafter entering the remaining payment.

6. Click Print Receiptto get a copyof the receipt. ClickEmail Receipttoemail the receipt to the customers. ClickPrint GC Receiptto get a copy of the gift certificate you sold to the recipient.

ClickNo Receiptif you do not want a copy.

7.When emailing a receipt, the recipient's email address will display automatically. You can also enter a different email in the box. Click Sendwhen you're ready.

8.To rebook the client for another date and time, click the calendar icon on the left side. Then clickRebook.

To go to a specific day on your calendar, select the calendar option on the right side. Then clickGo to Calendar.

AService Bundleallows you to group up to three services and sell them as a unit, typically at discounted prices to give clients more of an incentive to purchasethe bundle. The feature also enables you to effortlessly book multiple services and service providers at the same time.

For example, you can group three services such asa couple's massage, pedicure, and manicure and provide the services at the same appointment time.

Once the item is created, you can sell it on your website, Vagaro booking page, and checkout screen in your Vagaro account.

To add a Service Bundle, follow these steps when using theMobile Version:

TapMoreat the bottom of the screen.

SelectSettings.

SelectService/Class Menu.

SelectServices

Tap the greenAddbutton at the bottom of the screen. Then selectService Bundle.

Finish creating the bundle. Then tapSave.

Related Article:

How to Create and Sell Service Bundles on the Desktop Version

Creating a Service Bundle on the Mobile Version

1. TapMoreat the bottom of the screen.

How to Set Outcall/Mobile Services in Vagaro

2. TapSettings.

3. TapService/Class Menu.

4. SelecttheServicesoption.

5. Tap the greenAddbutton at the bottom of the screen.

6. SelectAdd Service Bundle.

7. Enter aTitleandDescription.

8. Select the services you want to add to the bundle. You can add up to three. Then enter a price for each item. Remember, you first have to create the services in theServices/ Classes Menu. Click here to learn more.

Also, note thatOutcall/Mobileservices can't be included in a service bundle. Click this link to learn more about this feature:.

9. Select theActivetoggle switchto activate the bundle. You can also select toShow the service bundle onlineas well asthe price online.

10. Next to the Perform at same timeoption,selectRequiredif you want the services to be performed at the same time by different service providers.

11. TapAdd Phototo add an image to the bundle. TapSavewhen you're finished, and you're all set!

12. Now that we've added theBundle, we'll be able to see it on theServices Menu.

13. Once you select theBundle, you can add a newCategory, Service, andService Bundle. You can alsoEdit the bundle, temporarily deactivate it (Inactive),Deleteit, orMoveitto anotherCategory.

TapCancelto cancel the action.

AService Bundleallows you to group up to three services and sell them together, typically at a discounted price to give clients more of an incentive to purchase the bundle. You can also book multiple services and service providers at the same time!

Once the item is created, you can sell it on the Custom Website or Vagaro Online Booking Page, as well as from theCheckoutscreen of your Vagaro account.

To book aService Bundle, follow the steps below when using the MobileandDesktop Versionsof Vagaro.

Mobile Version

Desktop Version

Related Article

How to Create a Service Bundle

Scheduling a Service Bundle on the Mobile Version

1. SelectCalendarat the bottom of the screen.

here

2. Go to the preferred day. Then select a time slot on the calendar.

3. SelectNew Appointment.

4. TapSelect Customerto select the client you want to book.

5. TapSelect Serviceto choose theService Bundleyou want to book.

6. Select theCategorythat the service bundle is in. Then choose theService Bundleon the list.

7. Tap select provider under each serviceto choose the employee who will be providing the service.

8. TapNextat the bottom of the screen to continue.

9. The name of the bundle appears near the top of the booking. TapBookto schedule it on your calendar.

10. To see the service bundle on the calendar once it's been booked, select the employees providing the services on the left side of the screen. Then tapCheckedbelow.

11.The gift icons on the appointments indicate that the services are part of a bundle.

12. The client can also book theService Bundlein theServicessection of yourOnline Booking Page.

Scheduling a Service Bundle On the Desktop Version

1. Go to yourCalendar. Select an available time slot. Then clickNew Appointment.

2. Click theSelect Servicedrop-down. Then select theservice bundle.

3. Select theservice providersfor each service.

4. ClickNext.

5. The name of the bundle appears near the top of the booking.

6. ClickBookwhen you're ready.

7. To see the service bundle on the calendar once it's been booked, select the employees providing the services on the left side of the screen. Then clickChecked.

8. The gift icons on the appointments indicate that the services are part of a bundle.

9. Here's how the customer books the service bundle on your Online Booking Page :

Click theServicestab on the online page.

Select theservice category the bundle has been added to.

Find the bundle on the list. Then clickBook Now.

10. Instruct the client to select aservice providerfor each service, a date for the appointments, and then theSearchbutton once they are ready to continue.

11. Instruct the client to select a time.

12. Instruct the client to clickBookwhen they are finished.

Click to learn more about creating aService Bundle.

To sell products from the store location, follow the steps below when using acomputeror the Desktop Version:

Remember, to sell products, you must first add them to theInventory List. Click this link for more information: How to Add a Product

Selling In-store Products

1. Click Checkoutat the top of the screen.

2. Click In Today to see a list of customers who came in for an appointment today. Then select the client below.

ClickAll Customersto select a client from the full client list.You also can enter the customer's name in the search box. The name will then appear below.

3. Click Product at the bottom of the screen.

4.When selecting a product you want to sell, there are two ways to search for a product:

List View.

Grid View.

In List View, leave the search box blank to view a list of all available products; then click the checkbox that corresponds to the product on the left side to select it.

To narrow the search to a specific item,enter the product name or barcode ID in the search box. Then hitenteron your keyboard.

5. In Grid View, leave the search box blank to view your full product list. Click the checkbox that corresponds to the item on the left side to select it. You also can enter the product name in the search box to narrow the search to a specific item.

6. Click Add Product at the bottom of the screen once you've selected the items.

7. Click Checkoutonce you're finished processing the payment.

8. Click Print Receiptto get a paper copy of the receipt. ClickEmail Receiptto email it. ClickNo Receiptif you do not want to print or email a copy.

9. If you selected Email Receipt in the previous step, the recipient's email address will appear automatically. You can also edit or enter a different email in the box. Click Send when you're finished.

Allow Family & Friends to share your memberships and packages. Book and pay for your pets, siblings, and spouses, and share appointment notifications and reminders with loved ones using theFamily & Friends Sharingfeature in your profile!

Follow the steps below to learn more about managing yourFamily & Friendsin Vagaro!

Managing Your Family & Friends List

1. Hover over the profile initials or picture at the top-right of the screen once you log into Vagaro. Then selectMy Profile.

2. Scroll to the bottom of the screen. UnderFamily & Friends Sharing, you can see all your family members and friends with whom you're sharing memberships and packages.

A status of Invitation Pendingmeans that theFamily & Friend hasn't accepted the invitation to be added to theFamily & Friends list.

3. There are three icons that correspond to eachFamily & Friend'sprofile. A credit card icon means that the Family & Friend can use your credit card on file.

4. A calendar icon means that the Family & Friendcan book for you.

5. A notifications icon means theFamily & Friend can receive yourappointment notifications.

6. A status ofInvitation Pendingmeans that theFamily & Friend hasn't accepted theinvitation to be added to theFamily & Friends Sharelist.

ClickAdd Family & Friendto share memberships and packages with more friends and family.

7. ClickSavewhen you're ready.

Frequently Asked Questions

How do you book and/or pay for Family & Friends on Vagaro.com?

Before a customer books an appointment or class for their Family & Friends, they must be added to the customers Family or Friend, with the option to (1) book for Family & Friends and (2) Share a credit card on file.

Booking an Appointment for Family & Friends

Start by booking an appointment the way they currently would book an appointment for themselves.

Once on the Shopping Cart Screen, the first question drop down asks Who are you booking for?

Select a Family or Friend, or add a new Family & Friend from this drop-down, which will indicate who you are booking for.

Paying for an Appointment for Family & Friends

In the same Shopping Cart Screen, it will ask to Select Payment Method. The Family & Friends Sharing icon will be attached to the card that is being shared. Use this to pay with the Shared Card.

Booking a Class for Family & Friends

Start by booking a class the same the way you currently would.

After you click Next from the Sign Up popup in the Class Listing page, the Select Attendees popup will appear.

Here you will be given the Who are you booking for? drop-down, where you can select:

Yourself

Family & Friends

New Family & Friend

Guest (for one time use only)

TheSales by Productreportshows you all the product sales you're processing in Vagaro. You can see the total profit for each product within a date range you specify and use a variety of filters to limit the report to specific sales you want to see.

To get started, follow these steps:

ClickReportsat the top of the screen.

ClickSales by Producton the left side of the screen.

ClickRun Reportafter selecting a date range and choosing the filters you want to apply to the report. The filters allow you to narrow the report to the sales you want to see.

Running a Sales by Product Inventory Report

1. ClickReportsat the top of the screen.

here

2. SelectSales By ProductunderInventory.

3. UnderDate Range, select the dates you prefer. This allows you to see your product sales within the dates you choose.

UnderBrand, click theALLdrop-down to filter the report by a specific brand. UnderProduct Type, click theALLdrop-down to filter the report by a specific product type, set by you.

4. ClickAdvanced Filtersto apply more filters to the report.

5. UnderProduct, click theALLdrop-down to narrow the report to a specific product of your choice.

6. ClickRun Reportwhen you're finished choosing the filters you want to apply to the report.

7. The report displays the following:

Theproductthat was sold (Product).

Thebrandof the product (Brand).

Theproduct typeof the product (Product Type).

Thequantitythat was sold during the date range you selected (Quantity).

The totalbusiness costfor each item (Cost Price).

The totalsalesfor each product (Sales Price).

Theprofitfor each product (Profit). Thesales priceminus thecost pricegives you the profit.

Theprofit margin percentage (Profit Margins %).

The number of points that were redeemed during the sale (Points). Click to learn more about assigning points to products.

8. Toexportthe report to anExcelorPDF, click theExportbutton at the bottom of the screen. Then select the option you prefer.

ClickPrintto get a paper copy.

To add a tip and select your tipping options,follow the steps below when using theMobile Versionof Vagaro.

Adding a Tip and Setting Tipping Options

1. TapCheckout.

2. Tap SelectCustomer.

3. Enter the name of the client. Then select the name once it appears below.

4. After selecting the service, you can enter a custom tip by entering the amount in the section that corresponds toTipon the right side of the screen.

5. If the customer has multiple service providers, you can split the tip between the employees. TheSplitoption appears.

6. To set your receipt and tipping preferences, tap the gear icon at the top of the Checkoutscreen.

7. Select the Tipping Optionsthat you want your customers to choose during the checkout.You can select up to five.

You can also set your Receipt Preferences.SelectPaperto print a copy of the receipt. SelectEmailtoemail it to the customer. These settings will apply to all your futurecheckouts.

Tap the gear icon at the top-right of the screen to get back to theCheckoutscreen.

8. Once you get back to the main Checkout screen, the customer will be able to select one of the tipping options you set when getting checked out.

To add your photos and pictures to the email marketing blasts you send to customers, follow the steps below when using theDesktop Versionof Vagaro.

Related Article:

How to Use Email Marketing

Uploading Images to Email Marketing in Vagaro

1. ClickMarketingat the top of the screen.

here

2. UnderEmail & Text Marketing, clickCreate Campaign.

3. Finish setting up the email blast to your liking. You'll eventually get to theDesignof the email.

Click to learn more about sending an email marketing campaign.

4. Hover over theheader image. Then click thepencil iconto add one of your own images.

5. Hover over the image. Then clickUploadto add a photo from your computer files. ClickSelect from Galleryto upload any image that's been already added to your Vagaro account.

6. Once the image is added, enter a web link underLink to. The customer will be taken to this link after clicking the photo.

7. Toeditthe image,uploada new one, or select an image from your gallery, hover over the picture. Then select the option you prefer.

8. ClickSavewhen you're ready.

9. You can also use any of theimagemodules to add your own pictures. You'll find these on the left side of the screen when designing an email.

10. Select the module you prefer. Then drag it to the email.

11. Hover over the image icon. Then clickUploadto add an image from your computer files. ClickSelect from Galleryto upload a picture that's been added to your Vagaro account.

ClickSavewhen you're finished.

12. Finish creating the message. Select the acknowledgment box. Then clickAnnounce when you're ready to send the blast to your customers.

To troubleshoot an EMV reader if it's not connecting to the mobile device, try first going through the following steps:

Uninstall and reinstall the Vagaro Pro App.

Reset the reader to factory settings by turning on the reader and sticking a paper clip into the pinhole next to the reader's charging port for 10 seconds.

Reboot the phone. When the phone comes back on, reinstall the Vagaro Pro App. Then pair the reader to the phone again, and try a test transaction.

Here are some other troubleshooting tips.

If the Device Cannot Be Paired:

Press thePower Onbutton to restart the device.

Try to find the serial number (Shown on the back of the device) in theScanned Device Listfor your smartphone or tablet.

If the Device Has Lost Connection with a Smartphone or Tablet

Press thePower Onbutton to turn on the device again. It will automatically connect to the device you're using.

If the device is low in battery, use the USB cable to recharge it. Then try to connect the device again.

Ensure that the smartphone or tablet is within the reception range.

If the Reader Does not Work with the Phone or Tablet

Press thePower Onbutton to turn on the device again. The reader will automatically connect with the device you are using.

If the device is low in battery, use the USB cable to recharge it. Then try to connect the device again.

Ensure that the smartphone or tablet is within the reception range

When swiping or inserting the card

Check to see that the device has power when using it and ensure all devices are connected.

Make sure there is nothing blocking the card slots.

Make sure the magstripe or chip of the card is facing the right direction when swiping or inserting the card.

Ensure that your device is compatible with the reader.

Swipe or insert the card with a more consistent speed.

When Tapping the Card

Check to ensure that the card supports NFC payment.NFC, which stands for near field communication, allows two devices to communicate with one anotherwhen they are within close range.NFCessentially allows for contactlesspayments.

Make sure the credit card is placed within a 4-centimeter range on top of the NFC marking.

Make sure the NFC payment card is taken out of a wallet or purse when a payment is made to avoid any interference.

If the Device Is Not Responding

Use a paper clip to press the reset button at the bottom of the reader to reboot it.

To allow or disable online booking for an employee, follow these steps when using the Desktop Versionof Vagaro.

ClickSettingsat the top of the screen.

SelectEmployee Profileson the left side of the screen.

Find the employee on the list. Select theOnline Booking optionon the right side of thescreento turn off or activate the feature. A green color means that online booking has been turned on for that employee. A white color means it's been turned off.

Setting Online Booking on the Desktop Version

1. Click Settings.

2. SelectEmployee Profiles.

3. Find the employee. Then toggle theOnline Booking optionon the right side of thescreento disable or enable Online Booking. A green color indicates that online booking has been turned on. A white color means it's been disabled.

4. Let's now confirm the updates on our Vagaro booking page. ClickMarketingat the top of the screen.

5. Under Photos, selectViewMy Vagaro Page.

6. We can see the changes in theStaffsection in ourVagaro Booking Page. In the example below, the online booking option has been turned on for Rachel Johnson. However, it has been disabled for Claire Dennis.

To sell and redeem a gift card, follow the steps below when using acomputeror theDesktop Version.

To reuse old gift cards, send anExcel spreadsheet with the numbers you'd like to use to [email protected]. Once we receive the spreadsheet, we will send a request to our development team to input the numbers manually so that you can use the old gift cards again.

In this article, we will go over:

Selling a Gift Card

Redeeming a Gift Card

Selling Gift Cards

1. Click Checkout.

2. Click on the All Customerstab. Then, select the customer. You also can enter the name of the customer in the box above.

3. Swipe or scan the Gift Card by using a USB credit card reader or a USB barcode scanner. Once you scan or swipe the card on theCheckoutscreen, you'll see the pop-up below. The gift card number will automatically appear on the screen. You can also clickAuto Generateto produce a number.

4. Click the drop-down underService/Classto select an item or enter a dollar amount in the box underAmount.

5. Click the calendar icon to set an expiration date for the item. Select the Recipient or clickNewif the customer doesn't have a profile. ClickSavewhen you're finished.

6. Enter the payment. Then click Checkout.Your customer will receive the card once the checkout has been completed.

Redeeming Gift Cards

1. To redeem a gift card, click Checkoutat the top of the screen.

2. Select the recipient.

3. Once you add a service or item to theCheckoutscreen, swipe the gift card using a USB credit card reader or scan it with a barcode scanner.The full dollar amount of the outstanding balance will appear in the Current Balancecolumn. You can manually enter the amount you want to use in the box underHow much to use?Click on the checkbox next to the gift card number on the left side to select it.

4. Click RedeemGCwhen you're ready.

5. Enter the remaining payment. Then click Checkout.