A service bundle allows you to group up to six services and sell them together, typically at a discounted price, like a couples massage or haircut and beard trim. You can also book multiple services and service providers at the same time.
When customers book a service bundle, all services must be scheduled for the same day. They can happen at the same time, like a couple’s massage with two providers, or back-to-back, such as one guest receiving a massage followed by their friend.
Note
Service bundles cannot be set as repeating appointments. If you try to repeat a service bundle, each service in the bundle will be separated, and any package or membership discounts that normally apply to the bundle will not be available.
Prerequisites: This feature requires that you already have at least two services created and active.
If the customer knows which day and employee they want to book with, you can book their appointment directly on the calendar by selecting a timeslot.
To book a service bundle:
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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.
-
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 bundle, and then select Confirm.
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You’ll be shown the details for each service in the bundle. Review and update any service details as needed, then select Next to proceed with booking.
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Select Provider: The employee performing this service.
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Add-Ons: Select any add-ons for this service.
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Price: This is set to the default price set in your bundle.
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Duration: The amount of time needed to perform each service, including gap processing time and cleanup time.
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Time: The time each service starts. If both services start at the same time, you'll need to match the Time for each service.
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Resource: If you require a resource for a service, you'll need to select one. A resource on Vagaro is a bookable item, such as a room, chair, or piece of equipment, that can be assigned to appointments to manage availability and prevent double booking.
-
-
Review the details in the New Appointment popup, then 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: Day and time of the appointment.
-
Price: This is set to the default price set in your bundle.
-
Duration: The amount of time needed to perform this service appointment, including gap processing time, cleanup time, and any add-ons. This is set to the default duration in your service menu.
-
Resource: If you require a resource for a service, you'll need to select one. A resource on Vagaro is a bookable item, such as a room, chair, or piece of equipment, that can be assigned to appointments to manage availability and prevent double booking.
-
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.
-
Deposit Due: The amount the customer must pay ahead of time to reserve this appointment.
-
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.
-
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.
-
Card on File: The customer's credit card information. You can enter or update the information if needed.
-
Appointments part of a bundle are shown on the calendar with a gift box icon.
To book a service bundle:
-
Go to the Calendar
screen, then select the calendar you want to view.
-
Go to the day you want to book, select a timeslot, and then select New Appointment.
-
In the Service with... menu, choose a service bundle.
-
You’ll be shown the details for each service in the bundle. Review and update any service details as needed, then select Next to proceed with booking.
-
Service Provider: The employee performing this service.
-
Duration: The amount of time needed to perform each service, including gap processing time and cleanup time.
-
Add-Ons: Select any add-ons for this service.
-
Price: This is set to the default price set in your bundle.
-
Points to Redeem: Points needed to redeem part of this service bundle. The points needed to redeem the entire bundle will be the sum of what you enter in each Points to Redeem.
-
Time: The time each service starts. If both services start at the same time, select Copy All
to copy the same time for all appointments.
-
Resource: If you require a resource for a service, you'll need to select one. A resource on Vagaro is a bookable item, such as a room, chair, or piece of equipment, that can be assigned to appointments to manage availability and prevent double booking.
-
-
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.
-
Review the details in the Book Appointment with... popup, then select Book.
-
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.
-
Date: The day of the appointment.
-
Time: The time the appointment starts.
-
Price: The price the customer will need to pay. This is set to the default price set in your service menu.
-
Duration: The amount of time needed to perform this service appointment, 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.
-
Resource: If you require a resource for a service, you'll need to select one. A resource on Vagaro is a bookable item, such as a room, chair, or piece of equipment, that can be assigned to appointments to manage availability and prevent double booking.
-
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.
-
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.
-
Appointments part of a bundle are shown on the calendar with a gift box icon.
If your customer isn't sure who they want to book with or what time, you can use the appointment search feature to review everyone's availability.
To use the search feature:
-
Go to the Calendar, then in the top-right corner, select → → .
-
In Search Service, enter the following information, then select Next.
-
Select Select Customer, then choose a customer from the list. If the customer doesn't have a profile, select + in the top-right corner to create one.
-
Select Select Service, choose a service bundle, and then select Confirm.
-
If there are any required add-ons, select Add-Ons and apply them.
-
By default, all employees will be shown. If the customer wants a specific employee, select Any Employee, then choose one or more employees from the list for each service in the bundle.
-
By default, the search will show the first available day. If the customer wants to book a specific day, select Date, then choose the date to schedule.
-
-
Select a timeslot from an employee's availability. If there's no availability that day, you can go to another date.
-
Review the details in the New Appointment popup, then select Book.
-
Add-Ons: Any add-ons applied to this service. Add-ons are extra items used to customize the service.
-
Date: Day and time of the appointment.
-
Price: This is set to the default price set in your bundle.
-
Duration: The amount of time needed to perform this service appointment, including gap processing time, cleanup time, and any add-ons. This is set to the default duration in your service menu.
-
Resource: If you require a resource for a service, you'll need to select one. A resource on Vagaro is a bookable item, such as a room, chair, or piece of equipment, that can be assigned to appointments to manage availability and prevent double booking.
-
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.
-
Deposit Due: The amount the customer must pay ahead of time to reserve this appointment.
-
Appointment Files: Attach any files, forms, or images relevant to the appointment. Vagaro Drive is required to save files to your Vagaro business account.
-
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.
-
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.
-
Card on File: The customer's credit card information. You can enter or update the information if needed.
-
Appointments part of a bundle are shown on the calendar with a gift box icon.
To use the search feature:
-
Go to the Calendar
, then select → in the top-right corner.
-
In Search Service, enter the following information, then select Next.
-
Select Select Customer, then choose a customer from the list. If the customer doesn't have a profile, select + in the top-right corner to create one.
-
Select Select Service, choose a service bundle, and then select Confirm.
-
If there are any required add-ons, select Add-Ons and apply them.
-
By default, all employees will be shown. If the customer wants a specific employee, select Any Employee, then choose one or more employees from the list for each service in the bundle.
-
By default, the search will show the first available day. If the customer wants to book a specific day, select Date, then choose the date to schedule.
-
-
Select a timeslot from an employee's availability. If there's no availability that day, you can go to another date.
-
Review the details in the New Appointment popup, then select Book.
-
Add-Ons: Any add-ons applied to this service. Add-ons are extra items used to customize the service.
-
Date: Day and time of the appointment.
-
Price: This is set to the default price set in your bundle.
-
Duration: The amount of time needed to perform this service appointment, including gap processing time, cleanup time, and any add-ons. This is set to the default duration in your service menu.
-
Resource: If you require a resource for a service, you'll need to select one. A resource on Vagaro is a bookable item, such as a room, chair, or piece of equipment, that can be assigned to appointments to manage availability and prevent double booking.
-
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.
-
Deposit Due: The amount the customer must pay ahead of time to reserve this appointment.
-
Appointment Files: Attach any files, forms, or images relevant to the appointment. Vagaro Drive is required to save files to your Vagaro business account.
-
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.
-
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.
-
Card on File: The customer's credit card information. You can enter or update the information if needed.
-
To use the search feature:
-
Go to the Calendar
, then select → in the top-right corner.
-
In Search for New Appointment, enter the following information, then select Search.
-
Select a customer from the list. If the customer doesn't have a profile, select Create New.
-
Select the service bundle to be scheduled. If there are available add-ons, you'll have the option choose one.
-
By default, all employees will be shown. If the customer wants a specific employee, choose one or more employees for each service.
-
Select the date to be scheduled.
-
-
Select a timeslot from an employee's availability. If there's no availability that day, you can go to another date.
-
You’ll be shown the details for each service in the bundle. Review and update any service details as needed, then select Next to proceed with booking.
-
Service Provider: The employee performing this service.
-
Duration: The amount of time needed to perform each service, including gap processing time and cleanup time.
-
Add-Ons: Select any add-ons for this service.
-
Price: This is set to the default price set in your bundle.
-
Points to Redeem: Points needed to redeem part of this service bundle. The points needed to redeem the entire bundle will be the sum of what you enter in each Points to Redeem.
-
Time: The time each service starts. If both services start at the same time, select Copy All
to copy the same time for all appointments.
-
Resource: If you require a resource for a service, you'll need to select one. A resource on Vagaro is a bookable item, such as a room, chair, or piece of equipment, that can be assigned to appointments to manage availability and prevent double booking.
-
-
Review the details in the Book Appointment with... popup, then select Book.
-
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.
-
Date: The day of the appointment.
-
Time: The time the appointment starts.
-
Price: The price the customer will need to pay. This is set to the default price set in your service menu.
-
Duration: The amount of time needed to perform this service appointment, 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.
-
Resource: If you require a resource for a service, you'll need to select one. A resource on Vagaro is a bookable item, such as a room, chair, or piece of equipment, that can be assigned to appointments to manage availability and prevent double booking.
-
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.
-
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.
-
Appointments part of a bundle are shown on the calendar with a gift box icon.
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