If your employee now works at a different business, you can transfer their data from your business to their new business. The employee must request the data transfer from the other business owner, who must approve the request to send the data.
Prerequisites: This feature is available for all Vagaro businesses.
At the transferring Vagaro business, the business owner follows these steps:
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Go to → → → .
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Select Employees to view the employee list.
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Select the employee's profile.
Note
The employee profile must be an active account.
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In the employee's profile, select the Action
menu, then select Transfer Employee Data.
Note
If the employee works for multiple multiple locations, select the Action
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Select Transfer to Another Business.
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Select the business to transfer the data to, then select Apply.
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If the employee uses the same email address at multiple businesses, confirm that you selected the right business, then select Continue.
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In the Transfer Data to Another Vagaro Account popup, provide the following information:
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Copy Customers Of: Select the employee whose customer data will be transferred.
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Recipient's Name: Name of the employee that the customer data is being transferred to.
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Receipient's Email Address: The employee's email address, which must match between the previous and new business.
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Select Business to Transfer Data: Select the business that the employee is working at.
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Transfer Information: Select whether to transfer the customers' contact information, notes, and/or files (the employee requires Vagaro Drive).
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Transfer Date: Select the date when the customer data will be transferred.
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Select the checkbox to agree that you express your consent to transfer the data, then select Request Transfer.
At the transferring Vagaro business, the business owner follows these steps:
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Copy Customers Of: Select the employee whose customer data will be transferred.
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Recipient's Name: Name of the employee that the customer data is being transferred to.
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Receipient's Email Address: The employee's email address, which must be the same one used at both the previous and new Vagaro business.
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Select Business to Transfer Data: Select the business that the employee is working at.
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Transfer Information: Select whether to transfer the customers' contact information, notes, and/or files (the employee requires Vagaro Drive).
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Transfer Date: Select the date when the customer data will be transferred.
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Go to → → .
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At the end of the row of the employee's profile, select the Action
Note
The employee profile must be an active account.
If the employee works for multiple locations, select the employee's blue Locations link, then select the Action
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Select Transfer to Another Business.
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Select the business to transfer the data to, then select Apply.
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Select the checkbox to agree that you express your consent to transfer the data, then select Request Transfer.
At the target business, the business owner performs these steps:
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Select View in the transfer notification.
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Check the Express Consent box.
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Select Approve Transfer.
After the transfer is approved at the target business, either the employee or target business's owner performs these steps:
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In the Notification Panel, select the Approved Transfer notification, then select Service Mapping.
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Either match the services shown to existing services or select Create New Service to create the service in the target business.
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Select Import.
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