Customer Tracking

Upload images, videos, PDFs, digital waivers & more to your customers profile directly from the calendar screen. You can even link customer files to a specific appointment so the service provider can quickly access them during an appointment.

Keep customer and business files in one place. It's easier than ever to organize and manage your files in folders with the Vagaro Drive Dashboard. Add before-and-after photos, digital forms, and more to your customer's profile, accessible to you from anywhere.

View all the details about each of your customers from any device. Look up anything from contact information, previous services or products purchased, notes, gift certificates, and much more. Always have the information you need at your fingertips.

Make notes about your customers including formulas, allergies, preferences, and details like their birthday. Our popup notes feature displays urgent notes on their appointment. All notes are accessible from a computer, phone or tablet.

Each SOAP note is automatically tied to a customer profile. Images can be uploaded to your SOAP notes for reference to your patient's progress. You can create a new SOAP note or edit an existing one. SOAP notes can be referenced at any point and can be updated by employees.

Create custom forms or use a template to quickly get started. Build intake forms, liability waivers, customer surveys, and more. Send forms out via Vagaro's email marketing, embed it in your website, share the link, or require the form to be filled when booking an appointment. Completed forms will automatically save to your customers' profiles.

Vagaro follows the Health Information Portability & Accountability Act's (HIPAA) Privacy Rule, Security Rule and Omnibus Rule. If your business handles electronically protected health information (e-PHI), you must implement security protocols and privacy policies in your business practices which adhere to HIPAA's compliance guidelines. Vagaro is proud to provide a fully HIPAA-compliant software system to your business & clients.

Create different membership levels for your business such as Platinum, Gold & Silver. Use our automatic billing to charge for memberships and give different perks or discounts for each level.

Entice your customer to prepay for services by allowing them to buy multiple visits ahead of time at a special discounted price. Vagaro automatically tracks remaining visits and the customer can view their balance online or in the app.