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Customer Tracking

Vagaro's customer tracking is designed to help you keep track of detailed information on your clients. Information like customer preferences, allergy details, etc. can assist you in giving a personal experience for your clients.

Customer Information

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.

Notes

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

Vagaro Customer Tracking

SOAP Notes

Each SOAP Note is automatically tied to a customer profile. You can create a new SOAP Note or edit an existing note. SOAP Notes can be referenced at any point and can be updated by employees.

Forms

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.

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Vagaro Customer Tracking

Memberships

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

Packages

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.

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