When a flagship shares its information with other location(s), only the flagship can modify certain fields and settings. It is crucial for businesses to understand what data is synced and what isn't because this logic may differ for the initial sync and subsequent sync cycles.
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Locked: The fields marked with "Locked" will transfer from the flagship business and will be uneditable until syncing is deactivated.
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Unlocked: These fields can be edited by the synced business. During the First sync, the fields marked with "Unlocked" will not be overwritten unless, for example, a new service is synced over from the flagship. For all subsequent syncs, the system will complete the checklist in the table below. So, if an unlocked field doesn't match the flagship, it will not be synced.
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Unlocked Unless Pricing is Synced: These fields will be locked if the flagship enables Price Syncing.
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Never Syncs: These fields will never sync over from the flagship location.
- Pricing: Classes, services, memberships, packages, and product prices are synced for all items with the same name, as well as the fields for Duration, Points Redeem, and Points Given. Specifically for services, the lowest active price offered for each mapped service is synced across all locations to all active prices, regardless of the provider. After syncing, prices that were copied from the flagship location are no longer editable at other locations.
Prerequisites: Ensure you have read the Multi-Location Flagship Syncing article before continuing.
Syncing Logic:
What's Locked vs Unlocked?:
The matrix below provides multiple scenarios on what will and won't sync when a flagship syncs its service menu for the first time. Let's say that a flagship wants to sync a service, Women's Haircut, over to another business.
Field From Flagship to be Synced |
Is The Service on Both Businesses' Menu? |
Is the Field Locked? |
Will it Sync and Overwrite? |
---|---|---|---|
Service Name |
Yes |
Yes |
Yes |
Cleanup Time |
No |
No |
Yes |
Service Description |
No |
Yes |
Yes |
House Call |
Yes |
No |
No |
Note
The system will sync over a new service if the Service Name and Category don't match any services at the synced business. It is recommended that both businesses use Vagaro Services for the most optimized syncing.
After the flagship syncs its service menu for the first time, the logic changes: unlocked fields can be overwritten if they match the flagship business.
Let's say that a flagship synced a service, Women's Haircut, with a business in the last sync cycle.
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The flagship has the following settings:
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Brief Description of the service.
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Cleanup Time is set to 15 minutes.
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House Call is enabled.
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The location has the following settings:
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Service Description is synced with the flagship and uneditable.
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Cleanup Time is set to 15 minutes.
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House Call is disabled.
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The matrix below shows what will happen if the flagship modifies these fields before the next sync cycle.
Field From Flagship to be Synced |
Did the Flagship Modify the Field? |
Is the Field Locked? |
Did Field Match the Flagship During the Last Sync? |
Will it Sync and Overwrite? |
---|---|---|---|---|
Service Name |
Yes |
Yes |
Yes |
Yes |
Cleanup Time |
Yes |
No |
Yes |
Yes |
Service Description |
No |
Yes |
Yes |
N/A (No Change) |
House Call |
Yes |
No |
No |
No |
When a location has a synced Service and Service Category, it can:
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Edit the synced Service.
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Create a new service or category.
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Create a booking link for the synced Service.
Locations can't:
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Move a synced Service.
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Convert a Service to an Add-On.
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Delete a synced Service.
Field Name |
Locked vs. Unlocked |
---|---|
Service Name |
Locked |
Description |
Locked |
Resource |
Unlocked: Resources applied to a synced service will not be affected in the next sync cycle. |
Business Cost |
Unlocked Unless Pricing is Synced |
Tax |
Never Syncs |
Suggested Add-Ons |
Locked |
Live Steam |
Locked |
House Call Service |
Unlocked. Locations can activate or deactivate this setting without it being affected by the next sync cycle. |
Cleanup Time |
Unlocked. Locations can activate/deactivate this setting and change the duration without it being affected by the next sync cycle. |
Show Online |
Unlocked: All buttons and toggles related to Show Online, like Show Price at Starting Point and Service Only, can be changed by the location without being affected by the next sync cycle. |
Service Details |
Unlocked Unless Pricing is Synced |
When a location has a synced Service Bundle, it can:
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Edit the bundle.
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Create a new bundle or category.
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Create a booking link for the synced bundle.
It can't:
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Move the bundle to another category.
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Delete the bundle.
Field Name |
Locked vs. Unlocked |
---|---|
Service Name |
Locked |
Description |
Locked |
Show Online |
Unlocked: All buttons and toggles related to Show Online, like Bundle Only, can be changed by a location without being affected by the next sync cycle. |
Active |
Unlocked |
Services Attached |
Locked: Services applied to a bundle can't be changed. |
Cost |
Unlocked Unless Pricing is Synced |
Cleanup |
Unlocked: The duration of cleanup time can be changed without being affected by the next sync cycle. |
Services can be performed at the same time |
Locked |
When a location has a synced Service or Class Add-On, it can:
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Edit the Add-On.
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Create a new Add-On or Add-On Category.
It can't
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Move the synced Add-On to another Category.
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Delete the synced Add-On.
Field Name |
Locked vs. Unlocked |
---|---|
Add-On Name |
Locked |
Description |
Locked |
Assigned to |
Locked |
Business Cost |
Unlocked Unless Pricing is Locked |
Tax |
Never Syncs |
Show Online |
Unlocked: All buttons and toggles related to Show Online, like Add-On Only, can be changed by the location without being affected by the next sync cycle. |
Add-On Details |
Unlocked Unless Pricing is Synced |
When a location syncs Class and Class or Class Category, it can:
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Edit the synced Class.
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Create a new Class or Class Category.
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Create a booking link for the Class.
It can't:
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Move the synced Class to a new Category.
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Convert the synced Class to an Add-On.
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Delete the synced Class.
Field Name |
Locked vs. Unlocked |
---|---|
Class Name |
Locked |
Description |
Locked |
Resource |
Unlocked: Resources applied to a synced service will not be affected in the next sync cycle. |
Business Cost |
Unlocked Unless Pricing is Synced |
Tax |
Never Syncs |
Suggested Add-Ons |
Locked |
Show Class Online |
Unlocked: All buttons and toggles related to Show Online can be changed and will not be affected by the next sync cycle. |
Cleanup Time |
Unlocked: Locations can activate or deactivate this setting and change the duration without it being affected by the next sync cycle. |
Workshop |
Locked |
Class Details |
Unlocked Unless Pricing is Synced |
When a location has a synced Membership, it can:
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Edit the synced Membership.
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Duplicate the synced Membership.
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Activate or deactivate the synced Membership.
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View the history of the Membership.
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Create a purchase link for the Membership.
It can't delete the synced Membership.
Field Name |
Locked vs. Unlocked |
---|---|
Membership Name |
Locked |
Description |
Locked |
Price |
Unlocked Unless Pricing is Locked |
Tax |
Never Syncs |
Reward Points |
Unlocked Unless Pricing is Locked |
Charge Frequency |
Unlocked: Any changes made to Charge Frequency will not be affected in the next sync cycle. |
Auto Renew |
Unlocked: All settings, like Auto Renew Limit and Carry Balance Forward, can't be changed. |
Discount Initial Payments |
Locked |
Show Membership Online |
Unlocked: All buttons and toggles related to Show Membership Online can be changed and will not be affected by the next sync cycle. |
Allow Membership Discount on top of Daily Deals |
Locked |
Allow Membership Discount on top of Other Discounts |
Locked |
Allow Membership to be Shared with Family & Friends |
Locked |
Services/Classes/Add-Ons |
Locked: Any Services/Classes/Add-Ons applied to a synced membership can't be changed. |
Products |
Locked: Any products applied to a synced membership can't be changed. |
When a location has a synced Package, it can:
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Edit the synced Package.
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Duplicate the synced Package.
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Activate or deactivate the synced Package.
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View the history of the Package.
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Create a purchase link for the Package.
It can't delete a synced Package.
Field Name |
Locked vs. Unlocked |
---|---|
Package Name |
Locked |
Description |
Locked |
Price |
Unlocked Unless Pricing is Synced |
Tax |
Never Syncs |
Reward Points |
Unlocked Unless Pricing is Synced |
Auto Renew |
Unlocked: All settings, like Auto Renew Limit and Carry Balance Forward, can't be changed. |
Discount Initial Payments |
Locked |
Show Package Online |
Unlocked: All toggles related to Show Package Online can be changed and will not be affected by the next sync cycle. |
Allow Package to be Shared with Family & Friends |
Locked |
Services/Classes/Add-Ons |
Locked: Any Services/Classes/Add-Ons applied to a synced package can't be changed. |
A synced location can create new Products and change the inventory for that Product; however, that location can't delete it.
Field Name |
Locked vs. Unlocked |
---|---|
Barcode ID |
Locked |
Product Name |
Locked |
Brand |
Locked |
Product Type |
Locked |
Description |
Locked |
Drop Ship Product |
Locked |
Track Product Inventory |
Locked |
Purchase Date |
Unlocked |
Tax |
Never Syncs |
Vendor |
Locked |
Storage Location |
Unlocked |
Business Cost |
Unlocked |
Price |
Unlocked Unless Pricing is Synced |
Display Location |
Unlocked |
Points Given |
Unlocked |
Points Redeemed |
Unlocked |
A synced location can create a new Product Bundle and change the inventory for that bundle; however, that location can't delete it.
Field Name |
Locked vs. Unlocked |
---|---|
Barcode ID |
Locked |
Product Name |
Locked |
Description |
Locked |
Product Bundle |
Locked: All products added to a bundle can't be removed or changed. |
Business Cost |
Unlocked Pricing is Synced |
Sell Qty |
Locked |
Price |
Unlocked Unless Pricing is Synced |
Sell Product Bundle Online |
Unlocked |
Dimensions |
Locked |
Weight |
Locked |
Free Ground Shipping |
Locked |
Flat Rate Shipping |
Locked |
Shipping and Handling |
Locked |
1st Item Shipping Pirce |
Locked |
Additional Item Shipping Price |
Locked |
Photos |
Locked |
A location can edit synced Vendors; however, it can't delete them.
A location can activate, deactivate, and/or edit synced Discounts; however, they can't be deleted.
Field Name |
Locked vs. Unlocked |
---|---|
Discount Name |
Locked |
Description |
Locked |
Start Date & Time |
Locked |
Discount Has an Expiration Date |
Locked |
Create Promotion Code for Online Shopping Cart |
Locked |
Limit Total Number of Uses |
Locked |
Limit to One Use Per Person |
Locked |
Minimum Purchase Amount |
Locked |
Access Level Required to Offer Discount |
Unlocked: This setting can be toggled on or off and changed without being affected by the next sync cycle. |
Discount will be redeemable by |
Locked |
Discount will be applied to |
Locked |
Select Discount Type |
Locked |
Service, Classes, Add-Ons, and Product |
Locked, except for Offered by: You can edit and change the employees who offer the discount without it being affected by the next sync cycle. |
Field Name |
Locked vs. Unlocked |
---|---|
Taxes |
Never Syncs |
Include Tax in Online Pricing |
Locked |
Fees |
Locked: However, locations can create new Fees without being affected by the next sync cycle. |
Other Payment Methods |
Locked: However, locations can create new Fees without being affected by the next sync cycle. |
Reward points per review |
Locked |
Require starting balance for cash drawer |
Locked |
Deduct a visit from packages and memberships for no shows |
Locked |
Package & Memberships Sales Go Directly to Employees |
Locked |
Allow checkout of future appointments |
Locked |
Show Product Cost at Checkout |
Locked |
Enable receipt Signature on screen |
Locked |
Flag usually high checkout amounts |
Locked |
Receipt Footer Text |
Locked |
Locations with Access Levels synced to a Flagship can't edit or make changes to the permissions. The location can only activate and deactivate the Access Level and assign and remove employees.
Field Name |
Locked vs. Unlocked |
---|---|
Automatically log out after |
Never Syncs |
Access Level Toggle |
Unlocked: Locations can toggle on and off Access Levels without being affected by the next sync cycle. |
Edit |
Unlocked: Locations can edit Access Levels without being affected by the next sync cycle. |
Delete |
Locked |
Safe IP Addresses |
Unlocked: However, you cannot edit or delete IP addresses synced over from the Flagship. |
A location can change the commission rates for synced payroll settings; however, it can't change the commission Tiers and hourly rate Roles.
Field Name |
Locked vs. Unlocked |
---|---|
Payroll Frequency |
Locked |
Payroll Closing Day |
Locked |
Payroll Ending Day |
Locked |
Include Tips |
Locked |
Deduct Service/Class/Add-on Cost |
Locked |
Deduct Product Cost |
Locked |
Deduct Discounts |
Locked |
Subtract Membership Discounts from Commission |
Locked |
Only Pay Hourly Rate or Commission |
Locked |
Tiered Commission by Revenue for Services, Classes, and Products |
Unlocked, except for Tiers: Locations can make changes to an employee's commission without it being affected by the next payroll cycle. However, the location can't change the synced Tier dollar amounts. |
Commission by Service, Class, and Product |
Unlocked, except for Tiers: Locations can make changes to an employee's commission without it being affected by the next payroll cycle. However, the location can't change the synced Tier dollar amounts. |
Hourly Pay |
Unlocked, except for role names: Locations can make changes to an employee's hourly rates and Employee Card IDs without it being affected by the next payroll cycle. However, the location can't change the synced role names. |
Locations can't make changes to or edit the synced gift card images. However, they can add new gift card images.
You can transfer over form and SOAP note templates created by the flagship. With this setting turned on all form/SOAP note templates from the flagship will transfer over to locations attached to that flagship. The synced locations will not be able to:
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Delete a form template
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Edit a forms name
Field Name |
Locked vs. Editable |
---|---|
Form is Mandatory for all Clients |
Locked |
Form is Mandatory when Booking |
Unlocked |
Always Require Form |
Unlocked |
Form is Mandatory When Purchasing Membership |
Unlocked |
Notify When Form is Submitted |
Unlocked |
Form Has an Expiration Date |
Locked |
Require Vagaro login to fill out form |
Locked |
A synced location can't deactivate the Online Shopping Cart feature until syncing is turned off.
Field Name |
Locked vs. Editable |
---|---|
Merchant Account |
Never Syncs |
Sell Services without Booking |
Locked |
Require or Capture Credit Card at time of Booking Services |
Locked: This also includes Deposit, Capture Credit Card, and Cancellation Fees that are set. |
Require Deposit or Capture Credit Card at time of Booking Classes |
Locked: This also includes Deposit, Capture Credit Card, and Cancellation Fees that are set. |
Sell Memberships |
Locked |
Sell Packages |
Locked |
Sell Gift Cards |
Locked: Sell Gift Cards and all related settings, like Sell Gift Cards Based on Services and Expiration Date, are locked. |
Shipping Method |
Locked |
Select Days for Curbsite or In Store Pickup |
Unlocked: Locations can change the pickup dates and open-to-close times without being affected by the next sync cycle. |
Only Charge the Most Expnesive "1st Item Shipping Fee" When Selling Multiple Items |
Locked |
Refund Policy |
Locked |
Purchase Confirmation Message |
Locked |
Appointment Cancellation Policy |
Locked |
Class Cancellation Policy |
Locked |
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