If you or an employee is opening their own Vagaro business, you can them the owner of a new business, which will automatically create a new Vagaro account, and simultaneously import any data to that account. The requested data (customer contact, notes, appointments, services, and classes) is copied or moved to the new business. Both the owner of the new business and the transferring business owners will receive an email confirmation when the transfer is complete, and the employee's profile will be removed from the transferring business.
Note
This procedure can only be performed by the account owner who is transferrring information to the new business owner.
Prerequisites: This feature is available for all Vagaro businesses.
At the transferring 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 locations, select the Action
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Select Make Owner of a New Business.
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Select transfer options, transfer date, and check the Express Consent box.
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Select Create Business.
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Enter the information for the employee's new business.
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Business name, address, and phone.
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A credit card to use for billing in the new business.
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Select Create Business.
At the transferring business, the business owner follows these steps:
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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 multiple locations, select the employee's blue Locations link, then select the Action
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Select Make Owner of a New Business.
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Select transfer options, transfer date, and check the Express Consent box.
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Select Create Business.
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Enter the information for the employee's new business.
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Business name, address, and phone.
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A credit card to use for billing in the new business.
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Select Create Business.
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