Use a Vagaro-to-Vagaro import to move information between two Vagaro businesses or transfer your services, classes, customers, customer notes, future appointments, and Vagaro Drive files to a new Vagaro account from your current business. Read through the scenarios below, and follow the import instructions that align with your situation:
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Scenario 1: Import employee data from a previous business
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Scenario 2: Transfer employee data to a different business
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Scenario 3: Create a new business and transfer data
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Scenario 4: Add an existing employee to your business
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Scenario 5: Share employee data with another Vagaro account (web only)
Prerequisites: This feature is available for all Vagaro businesses.
Depending on what information is included in a transfer request, it may either be moved or copied to the target business.
Note
When data is moved to the target business, it is deleted from the transferring business.
If the transferring business has files on Vagaro Drive, transfer options for Appointment and Customer files on Vagaro Drive are offered but are not checked with other options. Select the ones you want to transfer.
When the target business is approving the transfer, if they do not have Vagaro Drive enabled or might not have enough storage to add the transferred files, the business owner will see this pop-up notification asking them if they want to add Vagaro Drive (or add more storage to their plan.)
When a Vagaro to Vagaro transfer involves services for both businesses, the employee or business owner of the target business will receive a notice to review service mapping. This process helps align differences between two businesses' services.
The Service Mapping screen shows a list of all services in the transferring business and drop-down selection menus for the target business to use to match up service "a" (transferring business) to service "b" (target business). Where the services already match, the list will contain the matching service. The target business owner or employee can change that match if wanted. If a transferred service has no match in the target business, the drop-down will offer to Create New Service in the target business to match the transferring business.
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When the transferring business owner creates a new business for their employee (Scenario 3), services and classes are imported without mapping.
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If the target business has no services or classes configured, those in the transferring business will be imported without mapping.
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Contact customers: Employees moving appointments to a different or new (their own) Vagaro business must contact their customers with appointments to inform them of the change.
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Inactive or suspended target business: If you request the transfer to occur on a date in the future, be aware that if the target business becomes inactive or suspended (due to non-payment, for example), the transfer will not go through.
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Free trial vs. paying businesses: In (Scenario 3), where the transferring business owner is creating a new business for their employee, the following applies:
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If the transferring business is in a free trial period, the target business they create will start a free trial period.
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If the transferring business is in a paid monthly plan, the target business they create will immediately be in a paid plan with no free trial period.
The new business can avoid this if the employee creates their own new business and transfers the data (Scenario 1).
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Cancellation: Transfer requests cannot be cancelled. If you requested a transfer by mistake, contact Vagaro support for options to roll back a transfer. Requests to roll back a completed Vagaro to Vagaro import may incur a service fee.
Comments
2 comments
Mine says no business to be found, any advice?
Hi Sophie, I recommend contacting our 24/7 Support team. They'd be happy to troubleshoot this with you.
Thanks,
Jamie
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