Customers can share their packages with the people and pets who are on their Family & Friends list. These members can be selected when a customer purchases it at checkout, or the customer can choose and update their list after the purchase. You can also view and update your customers' packages in the Packages report.
Allowing packages to be shared with a customer's friends and family grants those members the ability to view, book, and pay for their appointments, and to receive the customer's appointment notifications. Customers with dependents and caregivers can share their credit cards on file (if applicable) and allow Vagaro calendar and appointment notifications to be shared with those members.
Prerequisites: This feature is available for all Vagaro businesses. At least one package must have already been created and allowed to be shared with customers' friends and family.
Customers can share their packages only if they were set up to allow sharing, or else members of a customer's Friends and Family list will not be able to use the package's benefits. Customers can then choose specifically which people to share their packages with at checkout or afterward.
Creating and editing packages can only be performed on the web, tablet, Pay Desk, or PayPro.
To allow a package to be shared:
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Select Settings
→ .
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Scroll down to the Allow Package to be Shared with Friends and Family setting and toggle it on.
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Select the Relationship types that can use this package and the Maximum Number of Family & Friends (up to 10). For Child members, specify the Age Range using the slider.
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Update or add any other information or settings for the package as needed, then select Save.
When customers purchase a package that allows sharing with their friends and family, the employee checking out the customer can add select the requested members to the customer's list, or the customer can add those members themselves in their customer profile after the purchase.
To select a customer's friends and family to add to their list when checking out a package:
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Go to the Checkout
screen.
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Select a customer.
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Add the package to the customer's shopping cart.
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On a Phone: At the top of the screen, select Shopping Cart, select Add Item, then select Package.
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On a Tablet, Pay Desk, or PayPro: At the bottom of the screen, select Package.
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Scroll down to Family & Friends Sharing, then select Select up to (#) Family & Friends to add who to share the package with.
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If the customer already has members added to their Family & Friends list, select or unselect their names. Selected members' names will be highlighted and have a checkmark.
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If you need to add a new member to the list, select Add in the top-right corner of the screen, then enter the member's information.
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In the top-left corner of the screen, select the Back button to return to the package's details, then add the package to the shopping cart.
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If Auto Renew is turned off, select Add Package.
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If Auto Renew is turned on, select Next, then select or enter a card on file. Renewing packages must have a card on file.
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Take payment for the package and check out the customer.
To select a customer's friends and family to add to their list when checkout out a package:
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Go to the Checkout
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Select a customer.
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At the bottom of the screen, select Package.
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In the Add Package popup, enter the package's details.
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Scroll down to Family & Friends Sharing, then select Select up to (#) Family & Friends to add who to share the package with.
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If the customer already has members added to their Family & Friends list, select or unselect their names. Selected members' names will highlighted in blue, while unselected ones will remain grey.
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If you need to add a new member to the list, select Add & Family Friends, then enter the member's information.
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Add the package to the cart.
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Take payment for the package and check out the customer.
Adding someone to a customer's Friends & Family list does not automatically share it with those people. If an employee didn't add those members to the customer's list at checkout, then the customer will have to add them in their customer profile. Only the customer who purchased the package can add and remove who the package is shared with.
Editing packages can only be performed on the web.
To add or remove a customer's friends and family from their shared package:
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Go to Customers
and select a customer.
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Select the Packages tab. Any packages that the customer can redeem are listed.
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At the end of the row of the shared package to update, as indicated with the Shared
icon in the Package column, select the Action
menu, then select Edit Package. (Packages that automatically renew are identified with the Auto Renew
icon.)
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In the popup, select or unselect the members in the Family & Friends Sharing section, or select Add Family & Friends to add another member.
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Select Save.
The activity of a shared package can be viewed in the customer profile of each member of the purchaser's Family & Friend list.
To view the usage history of a customer's shared package:
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Go to Customers
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Select the Packages tab. Any packages that the customer can redeem are listed on separate cards.
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To see who purchased the package and who it's shared with, select the Sharing
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To see the activity that has occurred on the package, select the card, then select History.
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To view the package's offerings and original balance at purchase:
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Select the package.
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At the top of the screen, select Starting Balance. A summary of the benefits are shown.
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Select a benefit to see its details.
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To view the usage history of a customer's shared package:
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Go to Customers
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Select the Packages tab. Any packages that the customer can redeem or that others have shared with them are listed.
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To see who purchased the package owner and who it's shared with, hover over the Sharing
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To see the activity that has occurred on the package, do one of the following:
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In the package's Current Balance column, select the blue text.
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At the end of the package's row, select the Action
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To view the package's offerings and original balance at purchase, select the blue text in the Starting Balance column.
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