When your employee worked at another business or was a previous Vagaro account owner, you can transfer data from the old business by requesting a transfer.
Prerequisites: This feature is available for all Vagaro businesses. The employee must have an employee profile at both businesses.
The employee first needs to send a request to their previous employer to send their data to the business they're currently working at.
To request an employee data transfer:
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Go to Import Management:
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Vagaro Pro App: Go to → → .
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Web Version: Go to → .
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At the top of the screen, select Request Transfer to transfer information from the previous Vagaro business employer.
Note
You'll see more than one transfer request option if you are employed by multiple Vagaro businesses (as with a multi-location business).
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Select the information to transfer and select Request Transfer.
At the employee's previous business, the business owner will get a notification to transfer the employee's data. If they approve the request, they will accept the data transfer.
You'll receive an email notification if the other business owner denies your transfer request. You can request the transfer again, or you can contact the business owner directly and ask them to start the transfer process from their side.
To approve a data transfer:
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In the Notification Panel, select View in the transfer request notification.
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In the Approve Transfer popup:
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Review the information that has been requested to be transferred.
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Select the Express Consent box
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Select Approve Transfer.
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When the transfer is complete, the transferring business owner should delete the employee account from their 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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