Employees who have left a Vagaro business to work at another can request their previous employer to send their customer list to their new employer. Customer data can be transferred, regardless of the email address they used, including their customer list and information, past and future appointments, files, service and class menu, memberships, packages, and reviews. Sales history will not be sent.
The business owner must initiate this request, and the other business owner must approve the request to send the data.
Prerequisites: This feature is available only on the web for all Vagaro businesses.
At the transferring Vagaro business, the business owner will send a request to the other business to transfer employee data to them.
To send a request to transfer employee data:
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Hover over Customers, then select Share With Other Vagaro Account.
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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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Recipient's Email Address: The email address that the employee uses with their new employer.
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Select Business to Transfer Data: Select the business that the employee is working at.
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Transfer Data: Select whether to transfer the customers' contact information, notes, and/or files (the employee requires Vagaro Drive), and so on.
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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 target business, the business owner approves the transfer of the employee's data to their business. If the business owner denies the transfer request, the other business owner will receive an email notification. They can always request the transfer again.
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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