Transferring your business to Vagaro is a simple process for any type of business, from large multi-location businesses to solopreneurs. Here's what you can do to move your business over to Vagaro:
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Self-Service Import: Vagaro provides a user-friendly app and software to easily transfer your customers yourself. All you need to do is upload an Excel file of your customers, and we'll do the rest for you.
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Free Import Appointment: If you would prefer the professionals to help you bring over your business, you can schedule a free appointment with our Imports Team, and they'll guide you through the entire process.
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Multi-Location Syncing: For businesses with multiple locations, Vagaro offers a free syncing feature that allows you to easily synchronize all your business to a flagship location.
Prerequisites: You will need to sign up for a Vagaro business account before scheduling an import.
Important
You are required to contact Phorest in order to transfer your data over to Vagaro. Their team will provide any files you need for the transfer.
To start your import from Phorest, you'll need to schedule an import appointment with Vagaro and provide some information about your previous software.
To book your import appointment:
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Go to Import Management.
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On the Phone: Go to → → → .
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On the Web, Tablet, Pay Desk, and PayPro: Go to → .
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Under Import from Other Software, select Import to schedule your appointment.
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In Where are you importing from, select your previous software, and then select Find a Time.
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Choose a time that works best for you, submit the necessary details, and then schedule your appointment.
After scheduling your appointment, it typically takes one to three business days to import your information from Phorest to Vagaro. Our Imports Team will contact you when your account is ready. During your import appointment, you'll learn more about Vagaro and get set up.
Moving from one software to another can be daunting. We're here to make it easier for you. Here are some articles and resources to help you get started with Vagaro:
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What is the Benefit? |
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Develop your customer list and keep track of all your clients. |
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Save a customer's card on file to charge recurring memberships and packages, or just to make checking customers out that much easier. |
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Send your customers marketing emails to promote your business. |
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Send your customers text marketing messages to promote your business. |
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Article |
What is the Benefit? |
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Create a profile for each of your employees to manage their appointments. |
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Learn about the two employee types in Vagaro: Admin and Service Provider. |
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Limit what pages and settings your employees have access to. |
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Assign your employees to different Access Levels. |
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Article |
What is the Benefit? |
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Show off all the different services you offer. |
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Show off all the different classes you offer. |
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Schedule your appointments in-house or over the phone. |
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Schedule your class sessions in-house or over the phone. |
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Article |
What is the Benefit? |
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Accept Credit Card Payments With Vagaro's Credit Card Processing |
Easily accept credit and debit cards. Comes with a free credit card reader. |
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Great rates, so you can focus on growing your business. |
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Buy now, pay later option for your customers. |
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Article |
What is the Benefit? |
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Sell products and take payments online with the Online Shopping Cart. |
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Charge an upfront deposit to discourage no-shows and last-minute cancellations. |
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Require a credit card on file to book an appointment to help speed up the checkout process and protect against cancellations. |
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Charge cancellation fees whenever a customer cancels. |
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Article |
What is the Benefit? |
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Get appointments without having to lift a finger. |
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Make your business more visible on the Vagaro Marketplace. |
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Advertise your discounts and deals on the Vagaro marketplace. |
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