Take complete control over who schedules online appointments with your business! You can choose to:
- Block clients from booking completely (Block).
- Require business approval for each appointment (Require Acceptance).
- Allow a client to book without the need for approval (Allow).
- Vagaro Pro app (next)
- Web Version
Vagaro Pro app
1. Tap Customers at the bottom of the screen.
2. Enter the name of the customer in the Name, Phone, Email search box. Then select the customer.
3. Tap Edit.
4. Select the Online Booking option.
5. You have three options:
- Block - this completely prevents the customer from booking with your business.
- Require Acceptance - this requires the client to request an appointment before booking it.
- Allow - this allows the customer to book with your business.
6. Tap Save at the top of the screen when you're finished.
7. You can see the client's Online Booking Status in their profile. In the example below, the customer has been blocked.
If a blocked client tries to book online, they will see this message:
Web Version
1. Click Customers at the top of the screen.
2. Select the client from the list.
3. Select the Profile tab.
4. Click Edit Profile.
5. Click on the drop-down under Online Booking. You have three options:
- Block - this completely prevents the customer from booking with your business.
- Require Acceptance - this requires the client to request an appointment before booking it.
- Allow - this allows the customer to book with your business.
6. Click Update after selecting the option you prefer.
7. You're all set! 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
12 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.
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