Share Forms Among Multi-Location Businesses

Creating individual copies of forms for each multi-location business is unnecessary. Using the Share Forms switch in Settings → Business → Multi-Location, you can share forms with all locations.

To set up form sharing, ensure all the businesses in your setup have the required features enabled.

Forms - All businesses must have the Forms add-on enabled.
Vagaro Drive - If any business's forms use Vagaro Drive to store files, all businesses in the group must enable Vagaro Drive to share forms.
Credit Card Processing - If any forms utilize the Payment Module to collect credit card information, all businesses must also use credit card processing. If you try to create a new form that uses the payment module after Forms sharing is turned on, you will not be able to until all businesses have credit card processing configured.

To Enable Forms Sharing:

Navigate to Settings → Business → Multi-Location.
Select a group and either click the hyperlink for the group name or select Edit Group from the More menu (3 vertical dots.)
In the Shared Settings section, Sync Customers must be toggled on (green). In this case, click Forms to select. Then you can select any additional settings to share within the group.
Click Save to finish.

Note

If any of the locations in the group do not already have Forms activated, you will see a pop-up message asking you to activate Forms for the locations. Agree to the terms and click Activate.

Syncing forms between all your businesses can take up to 2 hours.

Here are some reasons why enabling forms sharing might not be allowed:

All businesses do not have the Forms feature enabled
All businesses do not have Vagaro Drive enabled (when a form uses stored files/images)
All businesses do not use Vagaro Merchant Services (when a form uses the payment module)

To Disable Forms Sharing:

Return to the Multi-Location settings screen and edit the group.
Deselect Forms and click Save.

The change to the group is saved, and the locations in the group no longer share forms.

With Forms Sharing On, the following will apply:

Create a new form - the new form is shared in all locations
Edit an existing form - changes to forms are shared in all locations
Delete a form - forms are ONLY deleted from the location that you're IN at the time of deletion
Duplicate a form - the duplicated form is shared in all locations

What happens when forms from multiple locations are synched

Generally, when you turn on form sharing for your multi-location businesses, forms in one location will be duplicated to all locations.

Note

Since Customer sharing must also be on for forms sharing, customer responses to forms will be duplicated to all locations.

If a form used in two locations has the same name but different content, both forms will be duplicated to all businesses, but one form will have the business name appended to show that there was a difference.

Example 1:

	Form name	Content	Form name after merge
Location1	New Client Form		New Client Form
Location2	New Client Form	Different	New Client Form-Location2
Location3	Customer Survey		Customer Survey

Forms in locations after sharing configured:

Location1	New Client Form New Client Form-Location2 Customer Survey
Location2	New Client Form New Client Form-Location2 Customer Survey
Location3	New Client Form New Client Form-Location2 Customer Survey

Example 2:

	Form name	Content	Form name after merge
MyBizLoc1	Business Card Request New Stylist Form		Business Card Request New Stylist Form
MyBizLoc2	New Stylist Form	Different	New Stylist Form-MyBizLoc2
MyBizLoc3	Intake Form		Intake Form

Forms in locations after sharing configured:

MyBizLoc1	Business Card Request New Stylist Form New Stylist Form-MyBizLoc2 Intake Form
MyBizLoc2	Business Card Request New Stylist Form New Stylist Form-MyBizLoc2 Intake Form
MyBizLoc3	Business Card Request New Stylist Form New Stylist Form-MyBizLoc2 Intake Form

After the merge and sync are complete, you can change the name of the forms that were renamed during the process.

Articles in this section

To Enable Forms Sharing:

Note

To Disable Forms Sharing:

With Forms Sharing On, the following will apply:

What happens when forms from multiple locations are synched

Note

Comments

Articles in this section

To Enable Forms Sharing:

Note

To Disable Forms Sharing:

With Forms Sharing On, the following will apply:

What happens when forms from multiple locations are synched

Note

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