Reassign "Sold By" Employee after Checkout

Navigate to More → Reports → Transaction List.

Set filters to run the report (see Transaction List Report - Vagaro Pro app) 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 display the business name for each transaction to tell you which location originated the transaction.

Tap a transaction to edit it, and then tap 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:

Click Switch to Location to proceed with changing the employee.

Select a different employee from the list and tap Save.

The new employee is immediately assigned to the sale on the Transaction List.

Navigate to Reports → Transaction List.

Set filters to run the report (see Transaction List Report - Web Version) 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 display 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; click 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:

Click Switch to Location to proceed with changing the employee.

Select a different employee from the drop-down menu.

Click Save.

The new employee is immediately assigned to the sale on the Transaction List.