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Vagaro Markup Editor

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Donna J
  • Updated

Vagaro Markup editor allows you to draw on photos and SOAP Notes templates (face and whole-body). You can upload a picture of a client's face, for example. Using that image: draw circles and arrows, write text, add highlights and comments, etc. You can add notations to an uploaded photo, the SOAP Notes Face, and SOAP Notes Advanced templates. Vagaro Markup editor is available on both the web application and the Vagaro Pro mobile app.

Important

You must have Vagaro Drive to use the Vagaro Markup editor. See this article: Activate Vagaro Drive.

Related articles:

Accessing the Vagaro Markup Editor

You can access the Vagaro Markup Editor when creating SOAP Notes and on image files that have been saved (using Vagaro Drive) to a customer's profile (appointment, customer, and forms.) Editable file formats are .jpg, .png, and .gif.

When you upload an image file using a form or SOAP Notes, only the markup editor is invoked. When you use the Open option on the customer's Files page (go to Customers, select a customer and then click or tap the Files tab), you'll have a choice of markup or image editor to use. (See [link to image editor article] for more.)

You can also invoke the markup editor for image files on Vagaro Drive, in the Customers area for appointment, customer, and form files, and in the Business area.

To open a file in the Markup editor:

  1. Locate the image file and click or tap the Action (3 horizontal dots) menu.

    Vagaro Pro

    vpro_files_action_menu1_2x.png

    Web

    web_files_action_menu1_2x.png

  2. Open the file:

    Vagaro Pro

    vpro_files_action_menu2_2x.png

    Web

    web_files_action_menu2_2x.png

    Note

    Vagaro Pro opens the image in the markup editor.

    The Web version opens a detail screen for the file:

    web_opened_image_2x.png

  3. Web Version: Click the Edit icon and then select Markup editor.

    web_select_editor_2x.png

The image in the Markup editor looks like this:

Vagaro Pro

vpro_image_in_markup_editor_2x.png

Web

web_image_in_markup_editor_2x.png

Using Markup Editor Tools

all_tools_labeled_2x.png

On the Vagaro Pro app, the center grouping of tools is compressed for space with a More (3 vertical dots) menu to reveal the last three options:

tool_VPro.png

Here are all the notation types you can add to images using the Vagaro Markup editor:

Rectangle

rectangle.png

  • Draw a rectangle on templates or uploaded images

  • Apply color, line width, and line style to the rectangle

  • Resize, move, and rotate

Freehand draw/line

freehand.png

  • Draw a line on templates or uploaded images

  • Apply color and line width to the freehand line

  • Resize, move, and rotate

Arrow

arrow.png

  • Draw an arrow or straight line on templates or uploaded images

  • Apply color, line width, and line style to the arrow/line

  • Apply arrowhead styles (both ends, left or right, none)

  • Resize, move, and rotate

Text tool

text.png

  • Add text anywhere on templates or uploaded images

  • Apply color and select font

  • Resize, move, and rotate

Circle tool

circle.png

  • Add a circle to templates or uploaded images

  • Apply color to the outline

  • Apply color fill (or no fill)

  • Apply line width and line style

  • Apply opacity level to circle (affects both line and fill)

  • Resize, move, and rotate

Highlighter tool

highlight.png

  • Add a highlight rectangle to templates or uploaded images

  • Apply color and opacity level

  • Resize, move, and rotate

Comment tool

comment.png

  • Add a comment box with a pointer to templates or uploaded images

  • Apply color to text and comment box

  • Select font for text

  • Reposition the pointer

  • Resize, move, and rotate the comment box

Other actions

selection.png
trash.png
undo.png
save.png
close.png

  • The selection arrow lets you click to select a previously added notation

  • Click or tap the trash icon to delete the selected notation

  • The undo arrow steps backward, removing the last change you made

  • Click or tap the checkmark to close the image or template and save your changes

    Returns you to the SOAP note screen

  • Click or tap the X to close the image or template and discard your changes

    Returns you to the SOAP note screen

Tool selections

  • Color selector (all except the circle tool)

    color_selection_2x.png

  • Line width selector

    line_width_selection_2x.png

  • Line style selector

    line_style_selection_2x.png

  • Arrow type selector

    arrow_style_selection_2x.png

  • Font selector

    text_tool_font_selection_2x.png

  • Circle tool color selector

    circle_tool_colors_2x.png

  • Opacity level selector

    opacity_selection_2x.png

To move, resize or rotate a notation, click the notation and use the handles to resize, or click in the middle of the notation and drag to reposition. (We're using images from SOAP Notes Face for our examples.)

comment_box_detail_2x.png

Here's a sample of each tool used on the SOAP Notes face diagram:

all_tools_sample_2x.png

Important

You cannot change the notations entered during your editing session once you save the image. You can invoke the markup editor again and add more notations.

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