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Let's Get You Started!

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Set Up Vagaro

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Select Features

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All Set!

Setting up your Business

Ready to streamline your operations? This guide will walk you through setting up your Vagaro account, sharing best practices & unlocking key features used by successful businesses like yours use to boost their bottom line.

Step 1:

Set Up Your Business Information

Set Up Your Business Profile

Settings > Business Profile

Make sure your practice is easy to find by adding your location (address), contact details (phone number, email), business hours, and a catchy description.

Don’t forget to include your website URL if you have one—this helps clients easily book online or learn more about your services.

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Add Your Policies

Settings > Facility Information

Protect your time by setting up key policies, such as your cancellation policy, no-show policy (e.g., charge for missed appointments), and refund policy. Clear policies help you avoid misunderstandings with clients.

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Build Out Your Service Menu

Settings > Service / Class Menu

Add all your services, Be sure to include gap times between appointments for follow-ups, paper work or resetting between clients.

Service-Based Booking: Set specific services to be available only on certain days or times. For example, offer only new patient appointments on specific days. This helps manage your schedule more efficiently.

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Staff Profiles

Settings > Employee Profiles

Create detailed profiles for each employee, including their working hours, specialties, and certifications. This helps clients choose the right specialist for their needs.

TIP: You can create access levels to manage business operations—allow front desk staff to handle bookings, give practitioners access to their schedule, and assign manager permissions for key team members.

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Step 2:

Customize Your Business

Automate Reminders

Settings > Booking > Email and Text Notifications

Reduce no-shows by setting up text and email reminders. Send reminders 24 to 48 hours before appointments, ensuring patients never miss their slot.

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Set Up Your Online Appointment Rules and Waitlist

Settings > Booking > Online Appointment Rules

Capture clients who drop by without an appointment and add them to a waitlist. This feature helps manage busy periods and fill last-minute cancellations while maintaining excellent customer service.

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Create Customer Profiles

Settings > Customers

Keep track of important client information, including their name, email, phone number, and specific details and preferences. This personalized approach improves client retention and helps you deliver a luxury experience.


Accept Walk ins frequently? Create a place holder customer profile and give it the name walk-in, This way you wont need to create a complete customer profile for a customer who you know is just stopping by for the day or just stopping by to purchase a product for themselves of a friend.

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Photos

Settings > Look & Feel > Photo Gallery

Add your practice branding by uploading your logo, portfolio of specialists, or even the venue. Showcase your business to attract more bookings!

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Recommended Features

Take it a step further with these key features used by successful businesses like yours!

Explore More Features

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Online Shopping Cart

Sell everything online from products & services to memberships & gift cards. Plus, require deposits to avoid no-shows & cancellations.

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Forms

Choose a template or build custom forms for legal waivers, intake forms, surveys & more.

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Live Stream (Telehealth)

Be there for your clients anytime, anywhere with our Live Stream for Telehealth. Connect in real-time, discuss treatment options & offer personalized sessions. 

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Vagaro Drive

Save photos, files, images & more. Choose the storage size that best fits your business needs.

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Packages & Memberships

Build loyalty & boost recurring revenue by offering memberships & packages.

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Social Media Integration

Get customers to book directly from your social accounts with our free integration.

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Daily Deals

When you add a Daily Deal, you're 4x more likely to be booked by new customers! Plus, it's free!

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Email & Text Marketing

Create & send campaigns to promote deals, send reminders, or share exciting updates. Send 1,000 emails for free when you activate Email Marketing!

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Credit Card Processing

Streamline your payments & offer interest-free payments with Vagaro's credit card processing.

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Connect

Connect with your clients and team more easily with our 2-way messaging app.

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Checked off the above steps?

Congratulations!

Now, it's time to shine! Get ready to elevate your business & watch your earnings soar.

Schedule Your Onboarding