To edit and make changes to services that have been added to an employee's profile in Vagaro, follow these steps:
- Vagaro Pro app (next)
- Web Version
Vagaro Pro app
1. Tap More.
2. Select Settings.
3. Tap Employee Profiles.
4. Locate the employee and then tap Services.
5. Tap the service to edit.
6. Tap Edit.
You can edit the following for Services: Description, Category, Resource, Tax, Business Cost, House Call Service (toggle on or off), Show Service Online (toggle), Show Price Online (toggle), Live Stream (toggle), Sell Price, Duration (add a gap processing time here), Points Given, Points Redeemed, Photo (add, change or delete.)
For Classes, you can edit the following: Description, Resource, Tax, Business Cost, Show Class Online (toggle), Color, Sell Price, Live Stream Price, Duration, Points Given, Points Redeemed, Photo (add, change, or delete.)
7. After editing the class or service, tap Save.
Web Version
1. Navigate to Settings > Employee Profiles.
2. Click Services for the employee.
3. Select the service or class you want to edit. For Classes, you can edit Duration, Points Given, and Points Redeem.
4. Let's now look at editing services. Once you have selected the items you want to edit, you can change the Price, Duration, PointGiven, and PointRedeem. Click advanced to edit the Gap Processing time. Click this link to learn more about this feature: How to Add a Gap Time.
Once you're finished, click Save.
5. At the bottom of the screen, you can copy the employee's pricing and add it to another employee's calendar by toggling the Copy pricing and configurations to other calendars option. This is helpful if an employee has the same pricing setup as another service provider.
To learn more about this feature, click this link: How to Copy Prices, Duration, Points Configurations to Other Calendars.
Comments
3 comments
The above instructions don't allow me to see how this point/redeem setup works for the client, therefore I can't figure out how to set this up (for me), even though you have showed the generic setup. To help those of us who are new, please first show a specific, real-world application (without using jargon), then show how-to-setup-that-scenario so that we can make the connection between the real-world example and the setup jargon. The other videos that you've done that really work for me, already do that. For example, what would the setup look like if my clients get a free session after paying for ten?
I am trying to use points to buy a gift voucher can you please explain how you do this. I am still on my trial and the only reason I am moving to this program is that I need to use loyalty points. I just cannot work out how to pay for a gift voucher after a whole afternoon. Thanks
Hello Sandra,
The point system does not tie directly into the gift certificates function. However, you are able to adjust accordingly to what you want, but you will be doing it manually. There are going to be two parts to my answer.
1) To create a gift certificate without charging a client, you need to go to Reports - Gift Certificates. From there you will create a gift certificate, complete with the amount you are putting on it, the sender/receiver, etc. Once you have completed this, there will be a gift certificate on file for the client that can be used.
2) To adjust the points after you account for anything manually (including creating a gift certificate), you will need to go to Customers - Customer Management and select the client profile in question. From there, you will have a Data column and in there is Points Balance. Next to the points balance there will be an underlined Edit text line, click on it to adjust points accordingly. If you are doing this from the app, go to Customers, select the person, and then select Edit at the top right. You will have an option for Points Balance there as well.
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