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Creating and Managing Fees - Web Version

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Jamie Bennett
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Create fees for your business to charge customers for equipment costs, Venmo 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.

We'll cover these functions in this article:

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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.

Note

Fees are automatically documented in the Transaction List as a separate line item.

Adding Fees in Vagaro

Before you apply any fees, you must create them. Keep in mind that you can create up to ten fees.

  1. Navigate to Settings → Things We Sell → Taxes & Checkout.

    settings_tws_tax_chkout_2x.png

  2. Scroll down to the Fees section, then click Add Fee.

    add_fee_web_2x.png

  3. Enter a Fee Name that customers and service providers can easily understand.

    name_fee_web_2x.png

  4. Click the Fee Amount field, select $ for a dollar amount or % for a percentage, and then enter the Fee Amount.

    dollar_web_2x.png
    percentage_web_2x.png

  5. Click the Tax drop-down menu to apply taxes for the fee.

    add_tax_web_2x.png

    Reminder: you can select up to four taxes.

  6. Select how the fee is applied:

    apply_fee_web_2x.png

    1. 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.

    2. Apply Per Item

      If you apply a fee to a checkout with multiple services, the fee will be applied to each item.

  7. Toggle Automatically Apply Fee (if applicable) and select the services, classes, etc. the fee will apply too.

    automatically_apply_fee_web_2x.png

    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.

    membership_fees_web_2x.png

    If you do not select this option, the fee will apply to each membership/package renewal.

  8. Click Save to create the new fee.

    save_fee_web_2x.png

  9. Click Save again on the Taxes & Checkout screen to finish.

    save_again_web_2x.png

Managing Fees

To edit and delete a fee, follow these steps.

  1. From Taxes & Checkout, scroll down to the Fees section.

  2. Select a fee to edit or delete.

  3. Click the Action menu (3 vertical dots) for the fee to edit, then select Edit or Delete.

    edit_delete_fee_web_2x.png

    1. Select Edit, rename or edit the fee, and then click Save.

      save_edit_web_2x.png

    2. Select Delete, then click Delete again to confirm

      confirm_delete_web_2x.png

  4. Click 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.

Manually Apply or Remove Fees during Checkout

To manually apply or remove a fee from checkout, follow these steps.

  1. Click Checkout.

    stock_click_checkout_2x.png

  2. Select a customer.

  3. Add a Service, Product, Gift, Package, or Membership to the cart.

    add_item_shopping_cart_web_2x.png

  4. Manually apply a fee:

    1. Click the Apply a Discount or Fee drop-down menu, then select a fee.

      apply_discount_and_fee_web_2x.png

    2. Fees will display under items in the cart.

      fees_in_cart_web_2x.png

    3. If you want to apply the same fee more than once, modify the Qty field to change the quantity.

      qty_change_fee_web_2x.png

      Note

      You can only add or remove fee quantity for fees applied per item, not per cart.

  5. Delete a fee:

    1. Click the Action menu (3 vertical dots,) then select Delete.

      delete_fee_web_2x.png

    2. Click Delete to confirm

      delete_in_house_confirm_web_2x.png

    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.

  6. Complete the checkout process.

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