Your Vagaro Home page is your central dashboard. From here, you can track upcoming appointments, online bookings, revenue, payroll, rent payments, and personal tasks.
Prerequisites: This feature is available for all Vagaro businesses.
The following widgets are available on the Home page. Which ones appear depends on your business type, your access to reports, and whether you are the business owner.
-
Account Setup Checklist: A checklist of tasks to get your Vagaro account ready. It disappears after 60 days.
-
Vagaro Monthly Insight: A summary of your business's online booking performance over the past 30 days, including revenue, new clients, and total bookings.
-
Vera Monthly Insight: A summary of Vera's performance over the last 30 days, including revenue from Vera, new customers brought in by Vera, and total bookings. This widget replaces Vagaro Monthly Insight when you turn on Vera.
-
Revenue: View today's and this month's revenue, plus a projected total by the end of the day or week. Business owners see revenue for the entire business.
-
My Payroll: Your earnings for the current week. Only displays for employees with Payroll.
-
Rent: Your upcoming rent payments. Only displays for employees who owe rent through Vagaro Rent Collection.
-
Upcoming Today: View appointments, classes, and personal tasks scheduled for today.
-
Notification Panel: View important notifications related to your business.
To customize your Home page:
-
Go to Home
.
-
Select Customize Home.
-
Configure the following settings:
-
Open Home at Login: Automatically open Vagaro Home when you log in. This setting applies to all computers logged in to your business.
-
Upcoming Bookings: Show or hide the upcoming bookings widget on the Home page.
-
Reorder Notification Panel: Change the order of items in the notification panel.
-
-
Select Save.
Your Home page updates right away.
Vagaro Home shows information based on your employee type. Employees, booth renters, and admins see only their own data, such as their upcoming appointments, sales, and tips. Business owners see data for the entire business.
To hide revenue information from an employee, edit their access level and remove permission for reporting and calendar data. Because access levels apply to everyone assigned to them, create a separate access level if you only want to restrict one employee.
|
Home section |
Account Owner |
Vagaro Admin |
Service Provider with access to view own reports |
Service Provider without access to view own reports |
|---|---|---|---|---|
|
Vagaro / Vera Insights |
Business-wide |
Own data only |
Own data only |
Hidden |
|
Revenue |
Business-wide |
Own transactions only |
Own transactions only |
Hidden |
|
Earnings / My Payroll |
Business-wide |
Own earnings only |
Own earnings only |
Hidden |
|
Upcoming Today |
All employee appointments |
All employee appointments if they have access to other employees' calendars. |
Own appointments only |
Own appointments only |
If you don't want your employee to see their revenue or payroll earnings, turn off access to Ability to view own revenue card and Ability to view own payroll card in Access Levels.
Comments
0 comments
Please sign in to leave a comment.