Track

Switching from Vagaro

Vagaro keeps nothing for the dog and exports notes one customer at a time, so the pet is read out of those notes, and a customer with no dog named gets a placeholder to rename. Then the go-live run.

8 lessons
Start with lesson 1 of this track

In order

  1. 1Switching from VagaroVagaro keeps no pet record and its customer list export leaves the notes behind, so the dog is read out of each customer's notes, and a customer with no dog named arrives with a placeholder pet.2 min read · Owner
  2. 2Getting started and going liveWork down the Setup list, test it without a real client seeing anything, then switch over without messaging everybody by accident.2 min read · Owner
  3. 3Pause all client messages while you load appointmentsLoading a book with the client switches on sends a confirmation for every appointment you type. Two switches in Settings, Notifications hold them until you are ready.1 min read · Owner
  4. 4Data in and out: checking a migration, and taking it with youAn import marks itself done from a flag, not from a headcount. Check the four things a migration usually drops before you go live on it.3 min read · Owner
  5. 5Adding a customer fast, and the number that already existsA phone number sits on one profile at a time. Almost every "they already exist" message ends at a profile you cannot see, or at a partner who needs their own number on the same account.4 min read · Owner or front desk
  6. 6Packages: sell one, spend the credits, fix a balanceA package balance is held on the owner's account and stamped with the location that sold it. Those two facts settle most package questions.4 min read · Owner or front desk
  7. 7Memberships: build the plan, enrol someone, pause or cancelA membership is an agreement at a plan's price, and the plan holds every rule that follows. That is also why there is no plan change: to move someone, you cancel and enrol them again.6 min read · Owner
  8. 8Resend the activation SMS to a client who is stuckThe entry is only on the menu while they have not accepted your terms. After that, Quick Login is the one that gets them in.1 min read · Owner or front desk