Take complete control over who schedules online appointments with your business! You can choose to:
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Allow a client to book without the need for approval (Allow).
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Require business approval for each appointment (Require Acceptance).
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Block clients from booking completely (Block).
Note
Blocking a customer only prevents them from booking online. It does not prevent any other actions, such as leaving online reviews for past appointments.
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Vagaro Pro app (next)
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Tap Customers. Scroll to find or search for a customer.
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Tap Edit.
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Click Online Booking to view and select an option:
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Single Location businesses - The drop-down list for Online Booking has the following options:
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Allow - allows the customer to book with your business
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Require Acceptance - requires the client to request an appointment before booking it
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Block - completely prevents the customer from booking with your business
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Multi-Location businesses - select options for the current location or all locations:
Each option has the choice of the current or all locations.
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Tap Save to finish.
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You can see the customer's Online Booking Status in their profile.
If a blocked client tries to book online, they will see this message:
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Navigate to Customers and select a customer.
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Click Edit Profile.
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Click the drop-down under Online Booking to view and select an option:
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Single Location businesses - The drop-down list for Online Booking has the following options:
-
Allow - allows the customer to book with your business
-
Require Acceptance - requires the client to request an appointment before booking it
-
Block - completely prevents the customer from booking with your business
-
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Multi-Location businesses - select options for the current location or all locations:
Each option has the choice of the current or all locations.
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Click Save.
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The client's online booking status has been updated on the Profile page.
If a blocked client tries to book online, they will see this message:
Comments
18 comments
So what does the client see if they are blocked and try to make an appt
Hi Kirstin. The client is going to see an image that states that the business does not accept online booking.
Will a blocked client still be able to leave a review?
Hi Sally... I just tested this, and yes, a "blocked" client is only blocked from making future appointments. They can still leave a review for past appointments. I've updated the article to add this information.
I am switching to Vagaro from my current system and would like to add clients that I have blocked in my current system into Vagaro to block them. If I input them and select block when adding them. Will they receive the welcome email?
Update: I tested this out myself and it does send a welcome email. If there anyway around this because...well they aren't welcome lol
Hi Angela... I'm asking around to support and product teams for an answer for you.
Here's one idea: see the article about importing customers: https://support.vagaro.com/hc/en-us/articles/204348170-How-to-Import-Customers-On-the-Desktop-Version-
The Excel import option gives you a check box for sending the welcome email or not. You would still have to edit those "blocked" imported customers one-by-one to add back the block, but you wouldn't get the automatic email sent.
It may be possible for our import team to move those "blocked" customers for you without the email and WITH the block in place. I'll let you know what I find out.
Is there a way to do a mass customer change to block all customers from booking on line as opposed to going into each customer individually?
Hi Annette... I was going to suggest that you turn off online booking at the employee level, but see that you already have done that and that customers cannot book online through your Vagaro page. So, I'm a little unclear on what you need. The short answer is that there is not a way to edit customers in bulk.
Angela, sorry I didn't get back to this issue sooner, but I'd wondered if our support team could help you... the answer is "sort of, maybe"...
If our import team imports customers for you, they never send the Welcome email, so that's part 1 of what you need. While they can't set the block for online booking option for you, they could add a "general tag" to selected customers of "block" and then you would be able to filter a customer list on that tag and set the block online booking yourself.
That seems to be the best we can do for you. Contact the import team if you want to look into this further.
I would like to block new clients from booking but allow all my current clients to book. Is this possible?
Allison: Since customers are managed individually, and there aren't "global" edit features available for your customer list, you would have to do this one by one.
Also since you allow online booking, new customers will be added to your customer list on booking with you the first time. You COULD then go in and block the new customer, but that could be awkward. There is a switch in Online Appointment Rules for requiring approval, but that would affect everyone, not just new customers.
I'll ask my dev folks if there's any way to consider a lookup on a business's customer base to tell if this is a new customer to that business and block or not accordingly. I'll try to follow up here when I know more.
Hi, is there a way to block a client from booking a certain provider instead of completely blocking the client from booking at all?
Hi Naomi: I'm afraid there isn't a way to be that specific (specific client and provider blocks). The best you could do was turn on the approval option in Online Appointment Rules for all.
Can a blocked user see appointment availability/calendar ?
Hi Sydnee,
Blocked users will not be able to see your appointment availability/calendar. If they were to try, they will see a message stating that Online Booking has been Disabled.
Thanks,
Jamie
Is there a way to generate a list of all the clients you currently have blocked??
Hi Breyanna... There's no built-in way to do that! Please put that in as a new feature request!
As a workaround, I would suggest that, when you block someone on their customer profile, you also add a "General Tag" of "blocked." (Don't worry, the customer can't see those tags when they look at their profile in Vagaro.) THEN you can run the customer list report to filter for the tag "blocked" to get a list.
Hope the helps.
Donna
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