Get customers to share memberships and packages with family members and friends. Allow clients to book and pay for pets, siblings, and spouses, and get customers to receive appointment notifications and reminders that are sent to loved ones with the Family & Friends Sharing feature!
In this article, we will go over:
- Adding Family & Friends to a Client's Profile
- Managing the Family & Friends Sharing List
- Activating Membership Sharing during Membership Creation
- Activating Package Sharing during Package Creation
- Activating Membership Sharing at Checkout
- Activating Package Sharing at Checkout
- Managing Shared Packages from a Client's Profile
- Managing Shared Memberships from a Client's Profile
- Frequently Asked Questions
Adding Family & Friends on the Desktop Version
1. Select Customers at the top of the screen.
2. Select the client who wants to share memberships, packages, payment information, and notifications with Family & Friends.
3. All current Family & Friends will show on the share list on the customer's profile.
4. Click Add Family & Friends below to add more Family & Friends to the share plan.
5. To add a Family & Friend who already has a profile to the share list, enter the name in the search box. Then select the Family & Friend from the drop-down.
6. If you don't see the Family & Friend in the drop-down, click Create New to create a new profile.
7. To add the Family & Friend as a parent, spouse, child, sibling, pet or friend, select the option you prefer towards the top of the screen.
Let's look at all these options.
Adding a Parent
1. Select the Parent tab. Click Choose File to add an image to the Family & Friend's profile. Enter an email, primary phone, first name, and last name. Then select the gender.
2. Click Allow This Person to Book to allow the Family & Friend to book, receive appointment notifications, and view and pay for the client's appointments.
Click Share Credit Card on File to allow the Family & Friend to use the customer's credit card on file when purchasing and booking with the business.
Click CC Appointment Notifications to allow the Family & Friend to receive appointment notifications that are sent to the client.
Click Save below when you're done.
Adding a Spouse
1. Select the Spouse tab. Click Choose File to add an image to the Family & Friend's profile from your computer.
Enter an email, primary phone, first name, and last name. Then select the gender.
2. Click Allow This Person to Book to allow the Family & Friend to book, receive appointment notifications, and view and pay for the client's appointments.
Click Share Credit Card on File to allow the Family & Friend to use the customer's credit card on file when purchasing and booking with the business.
Click CC Appointment Notifications to allow the Family & Friend to receive appointment notifications that are sent to the client.
Click Save to save the Family & Friend to the share list.
Adding a Child
1. Select the Child tab. Click Choose File to add an image to the Family & Friend from your computer. Enter a first name and last name. Then select the gender.
Select the Birth Date. Enter an email as well as a primary phone (these are optional).
2. Click Allow This Person to Book to allow the Family & Friend to book, receive appointment notifications, and view and pay for the client's appointments.
Click Share Credit Card on File to allow the Family & Friend to use the customer's credit card on file when purchasing and booking at a Vagaro business.
Click CC Appointment Notifications to allow the Family & Friend to receive appointment notifications that are sent to the client.
Click Save when you're ready.
Adding a Sibling
1. Select the Sibling tab. Click Choose File to add an image to the Family & Friend's profile.
Enter the email, primary phone, first name, and last name. Then select the gender.
2. Click Allow This Person to Book to allow the Family & Friend to book, receive appointment notifications, and view and pay for the client's appointments.
Click Share Credit Card on File to allow the Family & Friend to use the customer's credit card on file when purchasing and booking at a Vagaro business.
Click CC Appointment Notifications to allow the Family & Friend to receive appointment notifications that are sent to the client.
Click Save when you're ready.
Adding a Pet
1. Select the Pet tab. Click Choose File to add an image to the Family & Friend's profile. Enter the first name and last name. Select the gender. Then select the Birth Date.
2. Select the species/breed. Then enter the weight (in pounds) of the pet. Click Save when you're finished.
Adding a Friend
1. Select the Friend tab. Click Choose File to add an image to the Family & Friend's profile from your computer.
Enter an email, primary phone, first name, and last name. Then select the gender.
2. Click Allow This Person to Book to allow the Family & Friend to book, receive appointment notifications, and view and pay for the client's appointments.
Click Share Credit Card on File to allow the Family & Friend to use the customer's credit card on file when purchasing and booking with the business.
Click CC Appointment Notifications to allow the Family & Friend to receive appointment notifications that are sent to the client.
Click Save when you're ready.
Managing the Family & Friends Sharing List
1. All the Family & Friends will appear on the shared list in the customer's profile. A status of Invitation Pending means the customer is waiting for the Family & Friend to accept the request to be added to the share list.
To add another Family & Friend, click Add Family & Friends below.
2. There are three dots that correspond to each Family & Friend. Click it to do the following:
- Add the Family & Friend to your customer list (Attach To Business).
- Resend an invitation request to the Family & Friend to add them to the share plan (Resend Invitation).
- Edit the Family & Friend's profile (Edit).
- Delete the Family & Friend from the list (Remove).
Let's look at all these options!
Attaching the Family & Friend to the Business
1. This pop-up appears after selecting Attach to Business. Click Attach to add the Family & Friend to your customer list.
Resending an Invitation Request
1. The pop-up appears after selecting Resend Invitation. Click Send to send another request to the Family & Friend to be added to the shared list.
2. The Family & Friend receives this notification when the request is sent. Instruct the person to click Accept Invitation.
Editing the Family & Friend's Profile
1. This pop-up appears after selecting Edit. Finish applying the changes to the profile. Then click Save at the bottom when you're finished.
Removing a Family & Friend from the List
1. This pop-up appears after selecting Remove. Click Remove to delete the Family & Friend from the share list.
Allowing Family & Friends Sharing when Creating a Membership
1. To allow a membership to be shared with Family & Friends when creating a membership, select Allow Membership to be Shared with Family & Friends once you get to this page (Settings -> Memberships -> New Membership).
Click here to learn more about creating a new membership.
2. Under Relationship, select the types of family and friends who can use the membership. This includes a:
- Parent
- Spouse
- Child - you'll be able to set a minimum age limit if you select this option.
- Sibling
- Pet
- Friend
In the field under Maximum Number of Family & Friends, set the maximum number of Family & Friends who can share the plan. Enter up to 6.
3. Click Save when you're finished setting up the membership.
Allowing Family & Friend Sharing when Creating a Package
1. To allow a package to be shared with Family & Friends when creating a package, select Allow Package to be Shared with Family & Friends once you get to this page (Settings -> Packages -> New Package).
Click here to learn more about creating a new package.
2. Under Relationship, select the types of Family & Friends who can use the package. This includes a:
- Parent
- Spouse
- Child - you'll be able to set a minimum age limit if you select this option.
- Sibling
- Pet
- Friend
3. Click Save when you're finished setting up the package.
Allowing Membership Sharing at Checkout
1. To allow a membership to be shared with Family & Friends when selling it at Checkout, select Add Family & Friends once you get to this page (Click Checkout -> Select the Customer -> Click the Membership option below).
Under Family & Friends Sharing, select up to 6 members you want to add to the share plan of the client you selected.
Click here to learn more about selling memberships at checkout.
2. Click Add Family & Friends to add more people to the share list.
3. Enter the name in the Search Customers box. Then select the Family & Friend from the drop-down.
Select Create New to add a Family & Friend who doesn't have a profile and to add them to the share list.
Allowing Package Sharing at Checkout
1. To allow a package to be shared with Family & Friends when selling it at Checkout, select Allow Package to be Shared with Family & Friends once you get to this pop-up (Click Checkout -> Select the client -> Click the Package option below).
Select up to 5 Family & Friends you want to add to the share list of the customer you selected.
Click here to learn more about selling Packages at checkout.
2. To add more Family & Friends to the share list, click Add Family & Friends.
3. To add a current Family & Friend to the client's share plan, click the Search Customers box. Then select the customer from the drop-down.
Click Create New to add a Family & Friend who doesn't have a profile to the plan.
Managing Shared Packages from a Customer's Profile
1. To manage a shared package between Family & Friends, select the Packages option once you get to the customer's profile (Customers --> Select the client --> Packages).
2. Find the package on the list. Under Starting Balance, hover over the people icon 
to see the customer who purchased the package as well as the Family & Friends who have been added to the share plan.
3. Under Current Balance, select the Visit(s) option to see the Family & Friends who have been using the package. This takes you to the history of the package.
4. Selecting the visit(s) option allows you to see the following:
- The date and time the package was used.
- The service/class that the customer went in for.
- The number of visits that were used.
- The action or status. For example, you can see if the package was purchased or redeemed on a specific date.
- The Family & Friend who used the package.
5. Here's another way to view the History.
- Find the package in the customer's profile.
- Click the three dots corresponding to the package on the right side.
- Select History.
Managing Shared Memberships from the Customer's Profile
1. To manage a shared membership, select the Memberships option once you get to the customer's profile (Customers --> Select the client --> Memberships).
2. Find the membership on the list. Under Membership, hover over the people icon 
to see the customer who purchased the membership as well as the Family & Friends who have been added to the share plan.
3. Under Current Balance, click the visit(s) option to see more details about the membership, including the customer who purchased it and the Family & Friends who are using it.
4. Selecting the visit(s) option allows you to see the following:
- The date the membership was used.
- The service/class/product that the Family & Friend redeemed.
- The number of visits that were used.
- The action or status. For example, you can see if the customer redeemed or purchased the membership. You can also see if the business increased or decreased the balance.
- The location where the membership was redeemed.
- The Family & Friend who used the membership.
5. Here's another way to view the History.
- Find the membership in the customer's profile.
- Click the three dots corresponding to the membership on the right side.
- Select History.
Frequently Asked Questions
What will Family & Friends actually allow me to do?
- Create relationships between Vagaro customer accounts.
- Memberships and Packages can be shared with Family & Friends (If you allow it).
- Customers can book for Family & Friends.
- Credit cards can be shared with Family & Friends.
How do I add Family & Friends?
There are a few ways you can do this:
Business Side:
- Customers > Profile > Add Family & Friends
- Checkout > Sell Membership (If Family & Friends is enabled) > Add Family & Friends
- Checkout > Sell Package (If Family & Friends is enabled) > Add Family & Friends
- Checkout > Create Package (Enable Family & Friends) > Add Family & Friends
Client Side:
- Customer Profile > Add Family & Friends
- Checkout > Buying a Membership (If Family & Friends is enabled) > Add Family & Friends
- Checkout > Buying a Package (If Family & Friends is enabled) > Add Family & Friends
How do I Share My Credit Card with A Family & Friend?
- When you add a Family & Friend, there will be 3 switches at the bottom of the popup.
- Switch on the “Share [Customer Name]’s Credit Card on File”.
How do I Allow a Family & Friend to book for me?
- When you add a Family & Friend, there will be 3 switches at the bottom of the popup.
- Switch on “Allow This Person to Book for [Customer Name]”
How do I receive appointment notifications for Family & Friends?
- When you add a Family & Friend, there will be 3 switches at the bottom of the popup.
- Switch on “Allow This Person to Book for [Customer Name]”
Can I see who is using the Membership/Packages I am sharing?
- Yes, this can be done on both the Business side and Customer side.
Business Side/Customer Side:
- Customer Profile > Membership/Packages Tab.
- Family & Friends Sharing will be indicated by the Family & Friends icon.
- Click on the link under “Current Balance” in the row of the Membership you’d like to see.
How do I create a Family & Friends Membership/Package?
- Start by creating a Membership/Package the way you currently do.
- Switch on “Allow Membership to be shared with Family & Friends.”
- Select the relationship types and the maximum number of Family & Friends associated with this Membership or Package.
- Press save when you're finished.
Can I edit who a Family & Friends Membership/Package can be used by?
- Only a business can edit who can uses a Membership/Package after its been set.
- This is done on the Customer’s Profile > Membership/Package Tab > Edit.
Can I create a custom Family & Friends Package in Business Side Checkout?
- Yes. When you’re creating a Package at checkout, there is a Family & Friends Sharing switch at the bottom of the popup that will allow you to activate Family & Friends sharing.
Is Family & Friends available on the Vagaro Pro App
- Yes
How does a customer book and/or pay for Family & Friends on Vagaro.com?
Before a customer books an appointment or class for their Family & Friends, they must be added to the customer’s Family or Friend, with the option to (1) book for Family & Friends and (2) Share a credit card on file.
Booking an Appointment for Family & Friends
- Start by booking an appointment the way they currently would book an appointment for themselves.
- Once on the Shopping Cart Screen, the first question drop down asks “Who are you booking for?”
- Select a Family or Friend, or add a new Family & Friend from this drop-down, which will indicate who you are booking for.
Paying for an Appointment for Family & Friends
- In the same Shopping Cart Screen, it will ask to “Select Payment Method.” The Family & Friends Sharing icon will be attached to the card that is being shared. Use this to pay with the Shared Card.
Booking a Class for Family & Friends
- Start by booking a class the same the way you currently would.
- After you click “Next” from the Sign Up popup in the Class Listing page, the Select Attendees popup will appear.
- Here you will be given the “Who are you booking for?” drop-down, where you can select:
- Yourself
- Family & Friends
- New Family & Friend
- Guest (for one time use only)
Will Family & Friends Sharing Carry over to the Other Vagaro Businesses
- Only if the family or friend is a customer of the business.
- And when a business adds that family or friend, it will also still recognize an existing Vagaro customer and auto-populate all their information.
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