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Managing Personal Tasks - Vagaro Pro app

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Donna J
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A Personal Task allows you to schedule time off for sick days, vacations, holidays, lunch breaks, special meetings, or tasks. etc. You can disable online booking during the period a personal task is set and create recurring tasks, repeating them daily, weekly, monthly, or yearly.

To book a personal task in Vagaro, follow the steps below.

When adding a Personal Task, remember the following:

  • A personal task appointment block that is brown means that customers will not be able to book online during that period

  • Beige means that online booking is allowed

  1. Tap Calendar.

    Personal_Task_Mobile_Step_1_2x.png

  2. Select a day and time for the personal task.

    Personal_Task_Mobile_Step_2_2x.png

  3. Select Personal Task.

    Personal_Task_Mobile_Step_3_2x.png

  4. Tap Type to select a type of personal ti.

  5. Change the date if you want.

  6. Tap Time Off to enter start and stop times or select the entire day.

  7. Tap Repeat to book it as a recurring task.

    1. You can repeat daily, weekly, monthly, or yearly.

    2. For Weekly, choose a repeat frequency in weeks.

    3. Choose a day of the week, day of the month, or month and day of the year for the repeat.

    4. Toggle No End Date on or off. If Off, enter an end date.

  8. Toggle Block online booking on (red) or off.

  9. Enter any comments you wish.

  10. Tap Book to finish.

    Personal_Task_Mobile_Step_10_2x.png

  11. The Personal Task has been set.

    • The circular arrow indicates a repeating task

    • If the task is beige on the calendar, booking is allowed for this period

    • If the task is brown on the calendar with the hand icon, booking is blocked for this period

    pers_task_not_blocked_2x.png
    pers_task_blocked_2x.png

When you edit a Personal Task, you can access the history of the task by clicking the More menu (3 vertical dots) and then History:

Personal_Task_Web_Step_8_2x.png

Under Personal Task History, you can see the person who created the task and the date and time it was created. Below this, you can also see the following:

  • The date and time of the task (Appointment Date)

  • The duration of the task (Duration)

  • Online Booking - is online booking blocked or not

  • Who booked the task (Service Provider)

  • Status - the type of personal task

  • Who last edited the task (Modified By)

  • The date and time it was modified (Modified Date)

  • The Action allows you to see what was changed

  • The comment that was added to the task (Comment)

    Personal_Task_Web_Step_9A_2x.png

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