Once you’ve set up Family & Friends lists for your customers or have lists that the customers have set up for themselves, follow the steps below to manage the lists and members.
Related articles:
- Family and Friends Sharing in Vagaro – Web Version
- Family and Friends – Sharing Memberships
- Family and Friends – Sharing Packages
- All members of a customer’s Family & Friends list appear under Family in the customer's profile. A status of Invitation Pending means the customer is waiting for the member to accept the request to be added.
To add another member, click Add Family & Friends - There is a More menu for each member in the list. Different options will display, depending on the status and type of member or account:
- Attach To Business: Add the list member to your business’s Customer list. Select Attach in the pop-up.
- Resend Invitation: Resent the invitation for the member to join the customer’s share plan. Select Send in the pop-up.
- Edit: Edit the list member’s sharing profile and switch settings.
- Delete: Remove the list member. Select Remove in the pop-up.
- Attach To Business: Add the list member to your business’s Customer list. Select Attach in the pop-up.
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