If you or an employee is opening their own Vagaro business, you can make 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 owner 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 transferring information to the new business owner.
Prerequisites: This feature is available for all Vagaro businesses.
The business owner first needs to transfer the employee as the owner of a new business.
To make an employee the owner of a new business:
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Go to
→ → → . -
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
menu for the location to transfer employee data to.
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Select Make Owner of a New Business.
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In the Make Owner of New Business popup, provide the following information, then select Request Transfer:
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Select which employee to Copy Customers Of.
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Select the checkboxes for the data to transfer.
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Select the checkbox to agree that you express your consent to transfer the data.
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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.
To make an employee the owner of a new business:
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Go to
→ → → . -
At the end of the row of the employee's profile, select the Action
menu, then select Transfer Employee Data.
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
menu for the location to transfer employee data to.
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Select Make Owner of a New Business.
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In the Make Owner of New Business popup, provide the following information, then select Create Business:
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Select which employee to Copy Customers Of.
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Select the checkboxes for the data to transfer.
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Select the checkbox to agree that you express your consent to transfer the data.
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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.
After the transfer is approved, either the employee or the target business's owner maps the employee's services to match them between the source business and the target business.
To map an employee's services:
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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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