Reassign "Sold By" Employee after Checkout – Vagaro Support

Follow these steps to reassign an employee sale after Checkout (for a service or product).

Reassigning an employee to the service after Checkout affects Payroll commission.

If a transaction was paid for with a credit card, Sold By can't be changed to an employee without a merchant account.

Prerequisites: This feature is available for all Vagaro businesses.

On a Phone

Select More → Reports → Transaction List.

The system automatically runs the report for today's transactions.
Set filters to run the report and run the report.

If you have a Multi-Location business and the Multi-Location Reports access level is set to View, the report will show the business name for each transaction to tell you which location originated the transaction.
Select a transaction to edit it, and then select the name next to Sold By to change.

Note

For a Multi-Location Business:

If the transaction you are editing did not originate in your current location, you will see this message:

Select Switch to Location to proceed with changing the employee.
Select a different employee from the list and select Save.
The new employee is immediately assigned to the sale on the Transaction List.

Select Reports → Transaction List.

The system automatically runs the report for today's transactions.
Set filters to run the report and run the report.

If you have a Multi-Location business and the Multi-Location Reports access level is set to View, the report will show a Business column to tell you which location originated the transaction.
Find the transaction. The Employee's name is a hyperlink in the Item Sold/Sold By column; select the name.

Note

For a Multi-Location Business:

If the transaction you are editing did not originate in your current location, you will see this message:

Select Switch to Location to proceed with changing the employee.
Select a different employee from the drop-down menu.
Select Save.
The new employee is immediately assigned to the sale on the Transaction List.