Vagaro-to-Vagaro Import: Transfer Your Data From a Previous Employer on Vagaro – Vagaro Support

If you've started working at another business on Vagaro, you can transfer your data from that business over to your new employer from the Import Management screen. All you need to do is log in to your account with your new employer and request the transfer.

Prerequisites: The employee must have an employee profile at both businesses. This type of transfer request can only be initiated by the person who wants to transfer their information over.

Step One: Request to Transfer Data From Previous Employer

The employee must first request that their previous employer transfer their data.

On a Phone

To request an employee data transfer:

Select More → Settings → Import Management.
Under Transfer Your Information from (Business Name), select Request Transfer.

Note

This option only appears if you have an employee profile with the same email address at another Vagaro business. If you work at multiple Vagaro businesses, you’ll see separate transfer options for each one.
In Confirm Transfer Request, select whether to transfer your reviews, menu, contact information, notes, files (Vagaro Drive), and so on.

Note

Selecting options like Future Appointments may require you to transfer additional information.
Select the Transfer Date for when the data will be transferred.
Select Request Transfer.

On a Computer, Tablet, Pay Desk, or PayPro

To request an employee data transfer:

Select Settings → Import Management.
Under Transfer Your Information from (Business Name), select Request Transfer.

Note

This option only appears if you have an employee profile with the same email address at another Vagaro business. If you work at multiple Vagaro businesses, you’ll see separate transfer options for each one.
In Confirm Transfer Request, select whether to transfer your reviews, menu, contact information, notes, files (Vagaro Drive), and so on.

Note

Selecting options like Future Appointments may require you to transfer additional information.
Select the Transfer Date for when the data will be transferred.
Select Request Transfer.

Step Two: Approve Transfer Request

The account owner at the receiving business must approve the transfer request before any data is moved. Only the business owner can review the items approved for transfer and provide final consent. If additional data is required, they must contact the originating business to request it.

When the transfer is complete, the transferring business owner should delete the employee account from their business.

To approve a data transfer:

In the Notification Panel , look for the Employee Requested to Transfer Information notification. If you find it, select View.
In Approve Transfer, review what's being transferred over, agree to the terms, and then select Approve Transfer.

The employee’s data has been successfully transferred. If appointment data was included, they'll need to complete server mapping.

Optional: Map Services

After the transfer is approved, either the employee or the new business owner maps the employee’s services to match those from the original business.

Note

This only applies if the service and appointment data were transferred over.

To map the imported services or classes:

In the Notification Panel , look for the Employee Approved Transfer notification. If you find it, select Complete Service Mapping.
In Service Mapping, match each of the transferred services or classes with one of the services or classes at your business. You'll also have the option to create a new service if needed.
Select Import.

The employee’s data has been successfully transferred.