Transitioning to ZenPass is seamless when you have your existing data ready for import. This guide provides step-by-step instructions to help you export your client and appointment information from Vagaro, preparing it for import into ZenPass.

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Exporting Client Information from Vagaro

To export your client list from Vagaro:

1. Log in to your Vagaro account.
2. Navigate to Reports > Customers > Customers.
3. Optionally, apply filters to narrow down the client list.
4. Click Run Report.
5. At the bottom of the screen, click Export, then select Excel
   

The exported file will include:

• Client names
• Contact information
• Appointment history
• Membership details
• Notes and tags
  

Note: Only the business owner can export the customer list.

Check their export instructions directly on Vagaro Help Centre

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Exporting Appointment Data from Vagaro

To export your appointment data:

1. Log in to your Vagaro account.
2. Navigate to Reports > Appointments > Appointment Summary.
3. Set the desired Date Range for the appointments you wish to export.
4. Click Run Report.
5. Switch to Grid View for a tabular format.
6. At the bottom of the screen, click Export, then select Excel.
   

The exported file will contain:

• Appointment dates and times
• Client names
• Service details
• Appointment statuses
• Staff assigned
  

Note: For comprehensive data, ensure all relevant appointment statuses are included in the report.

Check export instructions directly on Vagaro Help centre

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Preparing Your Data for ZenPass

Once you’ve exported your data:

• Review the CSV files to ensure all necessary information is included.
• If you have multiple files, consolidate them as needed.
• Ensure the data is clean and free of duplicates.
  

For assistance with importing your data into ZenPass, please refer to our guide on How to Request a Data Transfer to ZenPass.