Import Forms and SOAP Notes to Vagaro – Vagaro Support

If you've created forms and SOAP notes already, you can bring them to Vagaro with Vagaro AI by uploading a single file or merging up to 12 PDF, PNG, JPG, or Word documents into one form. The transfer only takes a few moments for Vagaro AI to import all your questions and options to Vagaro, so you can begin collecting responses right away.

Note

You can only transfer one form or SOAP note at a time. If you select multiple files, Vagaro AI combines them into a single form rather than uploading them individually.

Prerequisites: This feature is only available on the web, tablet, Pay Desk, and PayPro versions of Vagaro. Before continuing, ensure you've activated the Forms feature.

Import a Form

To import forms to Vagaro:

Go to Forms .
In the top-left corner, select Create New → Form.
In New Form, select Import an Existing Form.
Drop your PDF, PNG, JPG, or Word files into the uploader or select Choose Files. Your files will appear on the right side of the popup.
Once you've added all the files, select Import.
It'll take a few minutes to transfer your Form. Once it's moved over, make changes to your form as needed, then select Next to view the form's settings.
Configure your form's settings, then select Publish or Save as Draft.

Import a SOAP Note

To import a SOAP note:

Go to Forms .
In New SOAP, select Import an Existing SOAP Note.
Drop your PDF, PNG, JPG, or Word files into the uploader or select Choose Files. Your files will appear on the right side of the popup.
Once you've added all the files, select Import.
It'll take a few minutes to transfer your SOAP Note. Once it's moved over, make changes to your form as needed.
Once you've finished updating your SOAP note, select Publish or Save as Draft.