When booking appointments, you are not limited to scheduling one service at a time. You can book multiple services together, as long as they are scheduled for the same day. If these services are commonly booked together, creating a service bundle can help speed up the scheduling process.
Prerequisites: This feature is available for all Vagaro businesses.
To schedule multiple appointments at once:
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Go to the Calendar
screen, then select the calendar you want to view.
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Go to the day you want to book, select a timeslot, and then select New Appointment.
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Select Select Customer, then choose the customer you want to add to the appointment. Only one customer can be added at a time.
If the customer doesn't have a profile, select + in the top-right corner to create one.
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Select Select Service, choose a service, and then select Confirm. If there are available add-ons, you'll have the option to add one.
Tip
If you select a service bundle, multiple services will be added at once.
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Select Add another service, choose the employee performing the service, and then choose the service to be performed.
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Both services will appear on screen. Configure them as needed, then select Next.
You can select Add Service to add up to six services at once.
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Optionally, enter the following details for the appointment. When you're done, select Book.
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Add-Ons: Any add-ons applied to this service. Add-ons are extra items used to customize the service.
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Date: The start day and time of the appointment.
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Price: The total price the customer will need to pay for all services added. This is set to the default price set in your service menu.
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Duration: The total amount of time needed to perform all services, including gap processing time if any, cleanup time, and any add-ons. This is set to the default duration in your service menu.
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Appointment Type: If you track customer retention, choose whether the customer is a new request, new non-request, return request, or return non-request. Each option allows you to track whether the customer is returning and whether they requested a specific employee.
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Deposit Due: The 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 this appointment. Appointment notes help keep track of special requirements, reminders, requests, or comments for an upcoming appointment. Customers will not be able to see the information you enter.
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Customer Notes: View and add any notes you've added in the customer's profile. A customer note is a comment that an employee or service provider can add to a customer's profile for business purposes, such as reminders, allergy information, or an explanation of a customer's assessment and treatment. Customers will not be able to see the information you enter.
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Card on File: The customer's credit card information. You can enter or update the information if needed.
Tip
To make changes to the services you've added, select Multiple Services.
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To schedule multiple appointments at once:
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Go to the Calendar
screen, then select the calendar you want to view.
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Go to the day you want to book, select a timeslot, and then select New Appointment.
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In the Service with... menu, choose which service to add to this appointment. If there are available add-ons, you'll have the option to add one.
Tip
If you select a service bundle, multiple services will be added at once.
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Under Customer, choose the customer you want to add to the appointment. Only one customer can be added at a time.
If the customer doesn't have a profile, select Create New in the menu to create one.
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Select Add Service, and then choose another service. You can add up to six services at a time. Once you're done, select Next to continue.
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Optionally, enter the following details for the appointment:
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Add-On: Any add-ons added to this service. An add-on on Vagaro is an extra item that can be added to an appointment to customize the service.
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Date: The day of the appointment.
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Time: The time the first service starts.
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Price: The total price the customer will need to pay for all services. This is set to the default price set in your service menu.
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Duration: The total amount of time needed to perform all services, including gap processing time, cleanup time, and any add-ons. This is set to the default duration in your service menu.
-
Deposit Due: The amount the customer must pay ahead of time to reserve this appointment.
-
Appointment Type: If you track customer retention, choose whether the customer is a new request, new non-request, return request, or return non-request. Each option allows you to track whether the customer is returning and whether they requested a specific employee.
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Appointment Notes: Any notes that should be known about this appointment. Appointment notes help keep track of special requirements, reminders, requests, or comments for an upcoming appointment. Customers will not be able to see the information you enter. You can also attach any files, forms, or images relevant to the appointment. Vagaro Drive is required to save files to your Vagaro business account.
Tip
To make changes to the services you've added, select the box under Service with....
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Select Book. The appointments are added to the calendar.
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