Customer appointments can be booked directly on the calendar for walk-ins, new, or existing customers booking in person or over the phone. Depending on the service selected, you may be able to select another provider if another employee is available.
Prerequisites: This feature is available for all Vagaro businesses; however, you need to have at least one service and one service provider already set up.
To book a new appointment:
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At the bottom of the screen, select Calendar.
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Select an available time slot on the calendar, and then select New Appointment. Alternatively, you can also search for an available appointment.
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Search for and Select the Customer at the top of the screen.
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Select the Service that the customer wants to schedule. The Service Provider is automatically selected. You can select Add another service to schedule up to five appointments at a time for a customer.
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Enter, select, or update the service's details as required.
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Add-Ons: Customer-requested add-ons that can be added to this service. You can choose from add-ons that have already been Assigned to Service or search All Add-Ons.
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Date: Day and time of the appointment.
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Price: Cost of the service.
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Duration: Amount of time blocked off on the calendar to perform the appointment as defined in your Services/Classes Menu.
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Appointment Type: Whether the customer is new or returning, and whether a specific service provider was requested. This information is used only for customer retention tracking.
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Repeat: When and how often the customer wants to return to have the service performed again.
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Deposit Due: Amount the customer must pay ahead of time to reserve this appointment.
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Appointment Files: Attach any files, forms, or images relevant to the appointment. Vagaro Drive is required to save files to your Vagaro business account.
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Appointment Notes: Any notes about the service provider should know about this appointment. Customers will not be able to see the information you enter.
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Customer Notes: Any notes about the customer that have been entered in the customer's profile. Customers won't see any of this information.
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Card on File: The customer's credit card information if one has been entered in the customer's profile. You can enter or update the information if needed.
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Location: If your business performs mobile services, select where the appointment will be performed and the address.
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Select Book. The appointment is added to the calendar.
To book a new appointment:
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At the top of the screen, select Calendar.
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Select an employee's calendar and an available time slot, and then select New Appointment.
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Select the Service that the customer wants to schedule. You can select Add another service to schedule up to five appointments at a time for a customer
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On the right side of the popup, search for and Select the Customer. Select Edit
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Enter, select, or update the service's details as required.
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Add-Ons: Customer-requested add-ons that can be added to this service. You can choose from add-ons that have already been Assigned to Service or search All Add-Ons.
-
Date: Day and time of the appointment.
-
Price: Cost of the service.
-
Duration: Amount of time blocked off on the calendar to perform the appointment as defined in your Services/Classes Menu.
-
Deposit Due: Amount the customer must pay ahead of time to reserve this appointment.
-
Appointment Type: Whether the customer is new or returning, and whether a specific service provider was requested. This information is used only for customer retention tracking.
-
Service Location: If your business performs mobile services, select where the appointment will be performed and the address.
-
Appointment Notes: Any notes about the service provider should know about this appointment. Customers will not be able to see the information you enter.
-
Appointment Files: Attach any files, forms, or images relevant to the appointment. Vagaro Drive is required to save files to your Vagaro business account.
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Repeat: When and how often the customer wants to return to have the service performed again.
-
Customer Notes: Any notes about the customer that have been entered in the customer's profile. Customers won't see any of this information.
-
Card on File: The customer's credit card information if one has been entered in the customer's profile. You can enter or update the information if needed.
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Select Book. The appointment is added to the calendar.
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