Create fees for your business to charge customers for equipment costs, third-party processing fees, and more with ease. To make fees easier to manage, you can automatically apply fees to everything your business offers or just specific items, like services or classes. Also, you can manually apply fees at checkout to handle more specific situations, like a Green fee.
Before creating any fees, remember to set access level permissions for your employees. With the Fees access level in the Checkout section, you can manage your employees’ ability to remove automatic fees or add new fees in checkout. To learn more about setting access levels, see Setting Access Levels.
Prerequisites: This feature is available for all Vagaro businesses.
Note
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You can create a maximum of five fees. Any transactions that include fees are documented in the Transaction List Report as a separate line item.
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If you have multiple merchant accounts at your business location, keep in mind that funds received from any fees will always be deposited into the business owner's merchant account.
- Fees will not be applied to add-ons at checkout.
Fees need to be created before they can be applied to customer transactions at checkout.
To create a new fee:
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Go to → → .
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Scroll down to the Fees section, then select Add Fee.
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Enter a Fee Name that customers and service providers can easily understand.
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Select the Fee Amount field, select $ for a dollar amount or % for a percentage, and then enter the Fee Amount.
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Select the Tax drop-down menu, select a Tax for the fee, and then select Done.
Remember: you can select up to four taxes.
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Select how the fee is applied:
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Apply Once Per Checkout
If you apply a fee to a checkout with multiple services, the fee will automatically apply to the entire shopping cart.
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Apply Per Item
If you apply a fee to a checkout with multiple services, the fee will be applied to each item.
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Toggle Automatically Apply Fee (if applicable).
The new fee will automatically apply to all items you select. You can also apply fees to everything you offer or just specific items, like classes or services. When selected, select Done.
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Select Save to create the new fee.
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Select Save again on the Taxes & Checkout screen to finish.
To create a new fee:
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Go to → → .
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Scroll down to the Fees section, then click Add Fee.
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Enter a Fee Name that customers and service providers can easily understand.
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Select the Fee Amount field, select $ for a dollar amount or % for a percentage, and then enter the Fee Amount.
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Select the Tax drop-down menu to apply taxes for the fee.
Reminder: you can select up to four taxes.
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Select how the fee is applied:
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Apply Once Per Checkout
If you apply a fee to a checkout with multiple services, the fee will apply once for the entire shopping cart.
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Apply Per Item
If you apply a fee to a checkout with multiple services, the fee will be applied to each item.
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Toggle Automatically Apply Fee (if applicable) and select the services, classes, etc. the fee will apply too.
The new fee will automatically apply to everything you select. You can apply fees to everything you offer or just specific items, like classes or services.
Membership Fees
If you apply fees to memberships or packages, you can only apply the fee to the initial membership/package purchase.
If you do not select this option, the fee will apply to each membership/package renewal.
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Select Save to create the new fee.
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Select Save again on the Taxes & Checkout screen to finish.
If you need to make any changes to your fee, you can easily manage them from the Taxes & Checkout screen.
To edit fee:
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From the Taxes & Checkout screen, scroll down to the Fees section and select a fee.
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An Action menu will display to Edit or Delete a Fee:
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Select Edit, rename or edit the fee, and then select Save.
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Select Delete, then select Delete again to confirm
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Select Save on the Taxes & Checkout screen to finish.
Important
Deleting a fee, then creating a fee with the same name will automatically merge the two fees together in the Transaction List report.
To edit a fee:
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From Taxes & Checkout, scroll down to the Fees section.
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Select a fee to edit or delete.
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Select the Action menu (3 vertical dots) for the fee to edit, then select Edit or Delete.
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Select Edit, rename or edit the fee, and then click Save.
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Select Delete, then click Delete again to confirm
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Select Save on the Taxes & Checkout screen to finish.
Finally, now that you have your fees set up, you can apply fees at checkout.
To apply fees at checkout:
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Select Checkout.
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Select a customer.
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Add a Service, Product, Gift, Package, or Membership to the cart.
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Select the Add button by Fee.
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Select a fee. Fees will be added to the Shopping Cart. Fees already in the cart will have a checkmark.
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Swipe left on the fee, then select the + or - icon to change the quantity.
Note
You can only change fee quantity for fees applied per item, not per cart.
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To remove a fee, swipe left on a fee, then select the X icon.
Note
Manually removing a fee will not change any default settings for that fee.
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Select Remove to confirm.
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Select Done to return to Checkout.
To apply fees at checkout:
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Select Checkout.
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Select a customer.
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Add a Service, Product, Gift, Package, or Membership to the cart.
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Manually apply a fee:
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Select the Apply a Discount or Fee drop-down menu, then select a fee.
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Fees will display under items in the cart.
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If you want to apply the same fee more than once, modify the Qty field to change the quantity.
Note
You can only add or remove fee quantity for fees applied per item, not per cart.
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Delete a fee:
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Select the Action menu (3 vertical dots,) then select Delete.
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Select Delete to confirm
Note
You can also click Clear Discount and Fees to remove all fees. This will also remove all discounts applied to the cart.
Keep in mind that manually removing fees will not change any default settings for that fee.
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Complete the checkout process.
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