When someone books with your business on your Online Booking Page, they need to sign in to schedule an appointment. However, for walk-ins and new customers who don't already have a Vagaro customer account, you can create a customer profile for them.
Customer profiles not only contain your customers' information but they are also used to manage their appointments, IOUs, notes and SOAP notes, files, forms, and so on. You can also book their next appointment(s), manage their purchased products, gift cards, packages, memberships, invoices, as well as issue refunds.
Prerequisites: This feature is available for all Vagaro businesses.
To create a new customer profile:
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Go to the Manage Customers screen.
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On a Phone: At the bottom of the screen, select Customers, and then at the top of the screen, select the Add (+) button.
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On a Tablet or Pay Desk: At the bottom of the screen, select Settings, select Customers, and then select the Add (+) button.
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On the Web: At the top of the screen, hover over Customers, select Customer Management, and then on the Select a customer screen, and then select Create New.
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Enter the customer’s information. Only the customer’s First Name and Last Name are required; all other information is optional:
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Email Address: Enter the customer’s email address to send them appointment reminders and marketing messages from your company. Keep in mind that they will not receive these emails if they have opted out of email notifications.
Note
Customers who have opted out of email notifications will not receive any emails from you.
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Mobile Number: Used to contact this customer but also used to send them appointment notifications. You can also add their Day Phone and Night Phone, but these numbers do not receive text notifications.
Note
Customers who have opted out of text notifications will not receive any text messages from you.
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Gender, Birthday, and Address: The customer's personal information.
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Customer Since: The date when this person first became your customer. It is used only for customer tracking purposes in the Customer List Report.
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Online Booking: Whether the customer is allowed to book appointments online or blocked from doing so (for example, customers who are frequent no-shows must call your business for bookings), or whether they Require Acceptance (in the Online Appointment Rules screen) from you before they are successfully booked.
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Appointment Reminders: Whether you want them to receive appointment reminders by email, text message, or push notifications.
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CC Appointment Email to: Select or enter other customers, such as their family members or caregivers, who will also receive this customer’s appointment details and notifications.
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Referred By: Select or enter the name of the person who referred this customer to your business. This information is used only in your Customer List Report to track where your customers are coming from.
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General Tag: Enter any keywords or phrases that can be used to categorize or label your customer. For example, you can search "VIP" to filter specific customers with this tag for promotions or invitations to special events.
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Select Save.
Tip
You can also create a customer profile when scheduling appointments, booking classes, or checking out a customer.
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