With Vagaro Drive for the Vagaro Pro app, you can add, view, and manage customer files using the customer’s profile and add customer files to appointments using the Calendar when booking an appointment.
Note
Vagaro Drive supports all file types except .exe and .dob.
If you haven’t activated your Vagaro Drive yet, follow the directions in Activate Vagaro Drive.
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Tap Customers and select a customer.
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Scroll the top row and tap Files:
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You will see three file-type options and an Upload button.
Choose Appointment Files, Customer Files (not tied to a specific appointment), or Forms Files to view the files of that type associated with this customer and their appointments.
If you tap the Upload button, you can choose Appointment File or Customer File (these selections take you to the same upload screens as the other Appointment and Customer choices.)
Note
You can only upload files to forms using the Forms tab. (See Upload Files to Forms for more information.)
Note
You can manage your business files (lease agreements, employee files, etc.) using the Vagaro Drive dashboard on the Web version. (See Vagaro Drive Dashboard.)
The file areas have two views: List view and Grid view:
You can switch between the views by tapping the view icon:
List: 
Grid: 
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Appointment Files presents files in Appointment Date order. Tap the arrow to change the order.
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Customer Files presents files in Upload Date order. Tap the arrow to change the order.
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Forms Files presents files in Form Name order. Tap the arrow to change the order.
Tap the Sort icon 
to select from options for sorting the files views:
Each file has a More menu. Tap it to open the list of file management options:
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Open Preview shows the image plus file info
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Edit Name and Description - change the file name and add or edit a description
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Info - the same information as Open Preview, but no image preview, just the file name
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Save to Device - downloads a copy of the image or file to your device
Image files are stored in your device’s image gallery. All others go into the device’s file storage, which differs from device to device.
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Delete - remove the image from the Appointment or Customer files
Note
You can only upload files for forms from the Forms tab. (See Upload Files to Forms for more information.)
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Tap the + icon or the Upload button to add a file.
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For Appointments, select an appointment.
Display Past or Upcoming appointments.
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Tap the appointment, scroll through available files, select a source to upload a new file, or use the device’s camera.
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Tap one or more files to select, and tap the Attach File(s) button.
You’ll see the file is now associated with the selected appointment.
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For Customer files, tap the Add icon, select the source, and tap the Attach button as above.
You can also add files to appointments from the Appointments tab in the Customer Profile.
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Tap Appointments on the Customer Profile tab bar and then tap an appointment:
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Tap the
menu and then tap Upload Files.
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Tap one or more files to select, and tap the Attach File(s) button.
Add files when you book a new appointment
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Tap a date and time on the calendar and tap New Appointment.
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Set up the usual appointment information (customer, service, etc.)
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Tap Upload Files.
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Scroll through available files, select a source to upload a new file, or use the device’s camera.
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Tap one or more files to select, and tap the Attach File(s) button.
Add files to an existing appointment
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Tap the appointment and then tap either Edit or Upload Files:
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Under Appointment Files on the Edit screen, you can see what files are associated with this appointment and edit or delete them. Tap the Add (+) icon to open the Upload Files interface.
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Tap Upload Files to open the upload screen and add files, as described earlier in this article.
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