With multi-location businesses, you can sync customers, points, gift cards, and more. You can share forms so templates and customer responses can be seen in all locations, and you can employee reviews will be shared across locations when an employee works in more than one of your business locations.
Sharing customers will sync:
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New customers from all locations within a group.
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Merged customers within a group.
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Edited customers within a group, like changing the profile name or phone number.
Customers that are deleted at one business will not be removed from other locations.
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Multi-location configuration is available for all Vagaro Businesses.
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Forms is a premium feature available for an extra charge. See pricing information.
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If you have a Vagaro Branded App, you can share it between your locations. See Branded App to get started.
To share information and settings between your multi-location businesses, set up Groups and add businesses to those groups. Locations must be grouped to sync customers and information between them. You cannot share information between locations without groups and cannot share information between groups. The only exception is for the Branded App (see below).
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Select Add and select New Group.
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Enter a Group Name and select locations to include in the group from the Select Locations drop-down list.
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Under Shared Settings, toggle Sync Customers on (green).
Additional share/sync options display.
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Select the information that will sync between all the businesses in this group:
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Points: Points can be earned and redeemed at all locations where customers are shared.General Tags
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General Tags :General tags associated to customer profiles will be visible at all locations where that customer is shared.
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Gift Cards: Gift cards can be redeemed at all locations where customers are shared.Form Responses
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Form Responses: Customer form responses and SOAP notes will be shared at all locations where customers are shared.Memberships
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Memberships: Memberships can be redeemed if they share the same qualifying services, classes or products.Packages
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Packages: Packages can be redeemed if they share the same qualifying services or classes.Vagaro Drive
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Vagaro Drive: Files uploaded to customer profiles will be shared to all locations where customers are shared.Sync SettingsManage settings in one location and sync them to locations in this group. Syncing will override any modifications made at individual locations.
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Select Save.
Your new group with the businesses you've added is displayed at the end of the multi-location listings.
Important
If packages and memberships being synced between multi-locations do not match up completely (Package/Membership name PLUS all services, classes, or products that are part of that package or membership), they will not be synced to the other businesses.
When you first sync customers between businesses in a group, the customer lists for the locations are merged, resulting in both locations having the same customer lists.
Let's use an example of two locations: LocX and LocZ. Their customer lists look like this:
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After adding both locations to a group and turning on customer sync, each location's customer list has all the customers from both locations:
If you later turn off customer sync by editing the group or removing a location from the group, the system "de-couples" the customer list back to the original configuration with separate customer lists.
UNLESS
If LocX_CustA does business with LocZ (a service, class, or product purchase, for example) while the two are in Multi-Location Group and syncing customers, their profile is updated for LocZ. If you turn off sync or take LocZ out of the group, LocX_CustA will be a customer in both locations, while the other customers will be separated into their original location customer lists.
In this scenario, the customer lists after ending the sync will look like this:
To stop syncing customers:
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Select the Group name hyperlink or select Edit Group from the More menu.
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Remove locations from the group by deselecting them.
Turn off customer sync for the group:
If you have already set up your business to have multiple locations, Vagaro will convert your configuration to use the new Grouping feature, copying your existing sharing settings, including handling the Branded App settings separately.
Vagaro will create a default group named Multi-location Group and put your locations into it with sharing configured as it was.
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If your Branded App was shared by all locations, Activate Branded App for All Locations will be selected.
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If your Branded App was only shared between some locations, Activate Branded App for Specific Locations will be selected showing those locations.
To change any of these imported settings, edit the Group or Branded app settings on the multi-location page by selecting Edit Group from the More menu for the group.
You can change the following:
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Group name
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Selected locations
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Sync options for the group's locations
Select Save to finish.
Change Branded App sharing options in that section. See Sharing the Branded App for more information.
Sharing form responses does not sync over form templates. To sync form templates, ensure you have Form Templates synced with a flagship.
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Select a group and either select the hyperlink for the group name or select Edit Group from the More menu (3 vertical dots.)
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In the Shared Settings section, turn on Share Customers.
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Select Form Responses.
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Select Save.
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 select Activate.
Syncing forms between all your businesses can take up to 2 hours.
When you have a multi-location business, with either one or several groups of locations, reviews for employees that work in more than one location are shared on the booking page for each location. If you add an employee to a new location that's part of a group, their existing reviews will be replicated on the new location's booking page. Reviews are shared throughout the entire multi-location setup, including between different groups.
Customer reviews are associated both with the location (venue) and the staff member that provided a service or lead a class. Here's how those reviews are shared across multiple locations:
Location: On your booking page, the About tab shows an overall rating (from all ratings in all reviews) and a link showing the number of reviews.
When a review for an employee from this location is added, the rating changes to add the latest ratings into the calculation, and the number of reviews is incremented. When a customer selects the link to see the location reviews, they'll see only ones that were written for services performed at this location.
Employee: On the Staff tab of your booking page and when a customer is offered multiple employee choices when booking a service, all reviews for an employee, regardless of location, are displayed.
When a new review is added for an employee who works at more than one of your locations, the overall rating changes to add the new rating into the overall calculation, and the number of reviews increments for that employee - in ALL locations.
Removing an employee from one location of a multi-location business has the following effect on the review pages:
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Location/Venue Reviews
All reviews for the location are maintained in the About tab, even after the employee is removed. The rating from that review is kept as part of the overall rating calculation for the location.
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Employee Reviews
The employee is no longer shown on the Staff tab. This means that reviews for the deleted employee are not shown, either.
However
An employee review written while they were in Business B is still shown with that employee's reviews on Business A's staff page.
Removing a business from a multi-location group or configuration has the following effect on the review pages:
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All reviews for the location are maintained in the About tab. The rating from that review is kept as part of the overall rating calculation for the location.
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The employee is shown on the Staff for both locations after separation. The review for that employee is only displayed on the Staff page of the business that was reviewed.
If you have a Branded App from Vagaro for your business, you can share it with all or some of your locations.
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Scroll down to the Branded App section of the Multi-Location page.
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Select an option for sharing:
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Activate Branded App for All Locations.
Immediately shares the branded app with all locations and automatically adds the app to any locations you add in the future.
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Activate Branded for Specific Locations.
Use checkboxes to select individual locations that will share the branded app.
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Select Save.
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If you selected activate for all locations:
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Review the locations on the Activate Branded App pop-up confirmation.
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Scroll to Terms & Conditions, accept the terms by checking the box, and select Activate to accept.
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If you selected activate for specific locations, you might see two pop-up confirmation screens when you select Save.
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If locations currently have the branded app active were not selected, you'll see a Deactivate Branded App pop-up confirmation listing the businesses for which it will be deactivated. Agree to the terms and select Deactivate.
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If the Branded App will be activated for new locations, they are listed on the Activate Branded App pop-up confirmation. Agree to the terms and select Activate.
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Select Save again to finish.
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