Example Workflow
Example workflow: Moving from Vagaro without starting over
A step-by-step scenario for bringing your client history with you and setting up booking on your own site.
Thirty days for $1, then $139 a month with four team members included.
The situation
Assumed practice: Facial and waxing practice switching platforms
Imagine you've been on Vagaro for a few years. Your booking page lives on the platform's domain, and your client notes, SOAP notes, and treatment photos are stored there too. You'd like your own booking site, but you don't want your first week on a new system to feel like a fresh intake for every client.
This example walks through the move in the order you would do it.
The steps in SpaSphere
Hand the move to the SpaSphere team
Tell the team you're coming from Vagaro. They move your client profiles, notes, SOAP notes, treatment photos, and appointment history for you within 48 hours.
Check what came across
Open a few regular clients and look over their notes, SOAP notes, and photos before you start booking. If something is missing, flag it to the team while the move is fresh.
Bring in anything else by CSV
For services or products exported as a CSV, use Import From Anywhere, map the columns to SpaSphere fields, and review the preview before importing. Any failed rows are listed with the reason.
Set up your booking site
Use the Website Builder to build your site from blocks or a Conversion Blueprint, and connect your own domain so your booking pages live at yourspa.com.
Turn on deposits and reminders
In Settings > Appointments, turn on Require deposit with a percentage, or set it to 0 to collect a card on file only, and set your cancellation window. Under Notifications > Settings, choose up to three reminder times and turn on email and SMS.
What to notice
- The move brings treatment history, not just contact details, from Vagaro, GlossGenius, or Square.
- Check a few regular clients after the move so you know what came across.
- A booking site on your own domain keeps your web presence yours if you ever move again.
- Deposit and reminder settings are configured once and apply to every online booking.
Features in this workflow
More Example Workflows
Acne-focused facial practice
Example workflow: Turning one-off facials into a treatment plan
Full-service facial and skin health practice
Example workflow: Reviewing your prices when your calendar is full
Corrective facial practice
Example workflow: Setting up deposits and reminders
Facial and skincare practice
Example workflow: Moving your booking page onto your own domain
Acne treatment practice
Example workflow: From skin assessment to a phased treatment plan
Want to try this workflow yourself?
Set up SpaSphere and walk through the same steps in your own practice.
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