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Vagaro

Cloud-based booking and client management for spas

medspaeasy~5 minExcel / PDFOfficial Docs ↗Last verified May 4, 2026

Take it with you

The full Vagaro export guide as a PDF

Print it. Share it with your office manager. Keep it for the next time. Free.

Export Steps

1

Log in to Vagaro Business Portal

Navigate to vagaro.com in your browser. Click "Log In" in the top-right corner of the homepage. Enter your business owner email and password. You will land on your business dashboard showing today's appointments.

Note:

Only business owners can export customer lists. Employee logins do not have access to the export feature.

Tip:

If you manage multiple locations under one Vagaro account, make sure you are viewing the correct location — check the location name shown in the top navigation bar.

2

Navigate to More → Reports → Customers

In the Vagaro navigation, click "More" to expand the full menu. Then click "Reports". In the Reports section, click "Customers" in the left-hand menu. Then click "Customers" (the sub-report under Customers).

EHR Software
Calendar
Sales
Reports
More
Setup
MoreReportsCustomers
Customers
Appointments
Sales
Inventory
Staff
More → Reports → Customers → Customers
3

Optionally Filter by Employee (or Leave Default)

To filter by a specific employee, click the "Filters" button at the top, select the "Employee" option, choose the desired employee(s), then click "Run Report". To export all clients across all employees (recommended), leave the filters at their defaults and click "Run Report".

EHR Software
ReportsCustomersCustomers
All Employees
All Time
Filters
Run Report

Tip:

Leave Employee filter at default "All" to capture the full client list across your entire business.

4

Click the "Action" Menu → Export as Excel

Once the report results load, look for the "Action" button or dropdown at the top of the results. Click "Action" and select "Export as Excel" or "Export as PDF". The file will download to your browser's Downloads folder.

EHR Software
ReportsCustomersCustomersResults
Client Name
Phone
Email
Last Visit
Total Visits
Export as Excel
Export as PDF

Tip:

Select "Export as Excel" for easiest review in spreadsheet format. Both Excel and PDF formats are accepted by MedMasters.

5

Verify and Send File

Open the downloaded file in Excel or Google Sheets. Confirm row 1 has column headers and that Phone, Email, and Last Visit columns have data. Then send the file to MedMasters using the secure upload link provided by your account manager.

Note:

Never email the file directly. Use only the secure upload link from MedMasters.

Field Availability

Which MedMasters data fields are available in this EHR export.

Our Field
EHR Field
Notes
Status
First NameREQ
First Name
Available
Last NameREQ
Last Name
Available
PhoneREQ
Phone Number
Available
EmailREQ
Email
Available
Last Visit DateREQ
Last Visit / Last Appointment
Available
Active / InactiveREQ
Status
Available
Insurance vs Cash
N/A — cash/card platform
Vagaro does not support insurance billing — all clients are cash/card pay
Not available
Visit Count
Total Visits
Available

Known Quirks

⚠️

Only business owners can export customer lists — employee logins cannot access the export feature

⚠️

Export is accessed via the Action menu in Reports → Customers → Customers, not directly from the Clients page

⚠️

Vagaro is a cash-pay spa platform — insurance/payer data is not tracked and will not be in the export

Pro Tips

💡

The export path is More → Reports → Customers → Customers → Action → Export as Excel

💡

Multi-location accounts: filter by location in the Filters menu before exporting, or run one export per location

Google Calendar Integration

Sync type: two way

1

Open Employee Integrations

Go to Settings → Employee Profiles. Find the employee profile you want to connect. Click the "Action" button next to that profile, then select "Integrations."

2

Select Sync Google Calendar

Under the "Sync Calendar" section, select "Sync Google Calendar."

3

Sign In with Google

A Google sign-in window will appear. Enter your Google account credentials and grant Vagaro permission to access your calendar.

4

Configure Sync Options

Choose your sync preferences from the available options: (a) "Import past events from Google Calendar" — optionally select a starting date to pull historical Google events into Vagaro (up to 3 years back); (b) "Sync Vagaro to Google Calendar" — pushes your Vagaro appointments into Google Calendar; (c) "Sync Google Calendar to Vagaro" — imports Google events into Vagaro so they block your availability; (d) "Make imported Google events private to other employees" — hides Google event titles from other staff.

5

Connect and Confirm

Click "Connect Calendar." You will see a "Syncing in Progress" message while the initial sync completes. This typically takes a few minutes.

Two-way sync: Vagaro appointments appear in Google Calendar and Google events block Vagaro availability.

You can only link your Google Calendar with one Vagaro business at a time.

Past events up to three years back can optionally be imported from Google.

Sync begins immediately after setup and updates in real time.

Got your export? Now what?

The Storage & Handoff Playbook covers verifying, securing, and using the data for compliance, migration, or analytics.

View Playbook

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