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Checkout: Walk-Ins - Vagaro Pro app

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Jamie Bennett
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This article will cover the following:

Related Article: Checkout: Walk-Ins - Web Version

Step One: Select a Customer

  1. Tap Checkout.

    vpro_stock_checkout_2x.png

  2. Tap Select Customer.

    select_a_customer_vpro_2x.png

  3. Tap All Customers, select a customer, and then tap Continue.

    select_customer_vpro_2x.png

    1. For new customers, tap +.

      Learn more about creating a customer profile.

Once selected, you can view a customer's points summary and the number of items they have in their shopping cart.

shopping_cart_vpro_2x.png

Step Two: Add Items to the Shopping Cart

  1. Tap Shopping Cart.

    shopping_cart_vpro_2x.png

  2. Tap + Add Item.

    _add_item_vpro_2x.png

    Note

    You can also tap + Scan Item to scan product barcodes.

  3. Add a service, product, gift card, package, or membership to the Shopping Cart.

    stock_vpro_add_to_cart_options_2x.png

Add Services

  1. Tap Service.

  2. Tap Service to open the Select Service window.

    vpro_cart_sel_svc2_2x.png

  3. Apply add-ons to the service (if applicable), then tap Continue.

  4. Tap Service Provider, then select a service provider who will perform the service.

    Note

    If the logged-in profile can perform the service selected, they will automatically be selected as the service provider. If the logged-in service provider does not perform the service, they will be prompted to select a service provider.

  5. If you have customer retention turned on, select an Appointment Type.

  6. Tap Add when you're finished.

  7. You will be redirected to the Shopping Cart screen. Tap an item in the cart to make any changes or tap Done to return to the Checkout screen.

Add Products

  1. Tap Product.

  2. Select a product.

    select_add_product_vpro_2x.png

  3. Tap Add.

  4. Swipe left on the item, then tap the + or - icon to increase or decrease the product quantity.

    modify_qty_vpro_2x.png

  5. Tap Done.

Add Gift Certificates

  1. Tap Gift.

  2. Manually enter a gift certificate number, then tap Done.

    create_number_vpro_2x.png

    Note

    You can also tap the Scan icon to scan a physical gift card, or you can tap Auto Generate for a randomized Gift Certificate #. This number cannot match an existing gift certificate on the customer's profile.

  3. Fill in the gift card fields:

    gift_certificate_fields_vpro_2x.png

  4. Select a design for the gift card/certificate.

    select_design_vpro_2x.png

  5. Tap Add to Cart.

  6. Tap the item in the cart to make any changes, then tap Done.

For complete details on creating gift certificates or cards, see Sell and Redeem Gift Certificates - Vagaro Pro app.

Selling Memberships and Packages

Step Three: Apply Discounts, Fees, and Points

From the Checkout screen, you can apply discounts, daily deals, and fees to your items. You can also allow the customer to redeem points for services.

Apply Discounts and Daily Deals

  1. Tap Add next to Discount.

    add_discount_vpro_2x.png

  2. Select a discount or daily deal.

    applying_discount_vpro_2x.png

  3. Tap Done.

    discounts_applied_cart_vpro_2x.png

    Applied discounts are shown with each discounted item. Tap the X icon to remove the discount.

The discount field shows the total discounted amount. Learn more about discounts and how to create them.

discount_applied_checkout_vpro_2x.png

Apply Fees

  1. Tap Add next to Fee.

    tap_add_vpro_2x.png

  2. Select a fee.

    add_fee_vpro_2x.png

  3. Tap Done.

    save_added_vpro_2x.png

Fees will display under the item. Learn more about fees.

Use Points

With the points feature, customers can accrue points from purchasing classes, services, products, etc. These points can be used and redeemed for free items when you toggle Use Points. You can see points accrued when you select a customer (example below) or from the customer profile screen. Points can only be used for items that have been set to redeemable. Learn more about Points.

  1. Tap the Shopping Cart.

    shopping_cart_vpro_2x.png

    The customer's total points display next to their profile name.

  2. Tap an item in the cart.

  3. Toggle Use Points on, then tap Save.

    use_points_vpro_2x.png

  4. Tap Save.

  5. The item you selected will now display the points used. Tap Done to finish.

    points_done_vpro_2x.png

Step Four: Adding a Tip and Configure Receipt Settings

Adding a Tip

Please Read Before Continuing

There are two ways to enter a tip: Manually enter on the checkout screen or when you tap Checkout. You must manually enter a tip for transactions paid for with Cash, IOUs, Checks, and Other Payment Methods. The Tip Options screen at checkout will only display for credit card transactions.

  1. Tap the Tip field above Amount Due.

    add_tip_vpro_2x.png

  2. Enter a tip amount.

    Note

    The Split button will display if the customer has items from multiple service providers in the cart.

    1. Tap Split.

    2. Enter a (percentage or dollar) tip distribution for each service provider, then tap Continue.

    A tip can be split with any number of service providers.

    If you do not split a tip for a transaction with multiple service providers, Vagaro will automatically split the tip for each service based on the percentage of the total.

Receipt Settings

  1. Tap the Gear icon.

    gear_icon_vpro_2x.png

  2. Set the Receipt Preference for when you complete a transaction.

    receipt_options_vpro_2x.png

    • Print: A receipt will print when you complete a transaction.

      You can connect a receipt printer under Receipt Printers. Learn more about the Vagaro Printer.

    • Email: The customer will receive a receipt via email.

    • Ask at Checkout: You or the customer can select the receipt type at checkout.

  3. Tap Save to close.

Step Five: Charge the Customer

When a customer is selected, the checkout screen will display a summary of all payment methods, the amount paid, the amount due, and the change due. Keep in mind that you can split the payment between several options.

As you enter amounts in the various payment types, the Amount Paid and Change Due fields will reflect the changes. If Change Due is not $0.00 or greater, you cannot complete the checkout.

amount_due_1_vpro_2x.png
amount_due_2_vpro_2x.png

You can check out a customer with the following payment methods:

Credit and Debit Cards

Tap-to-pay-gif-apple-pay.gif

There are multiple methods to charge a credit or debit card. The steps below show how to charge a card with Vagaro's Credit Card Reader. Learn how to charge a credit or debit card without a credit card reader. Before following the steps below, make sure your credit card reader is set up.

Note

The screens used and step order may change based on your Checkout settings.

  1. Tap Pay with Card.

    pay_with_card_vpro_2x.png

  2. Select if you want to print a tip receipt.

    The customer can write their Tip and Signature on the receipt.

  3. Dip, tap, or swipe the customer's credit or debit card.

  4. Add a tip (if applicable).

    add_tip_vpro_2x.png

    This step does not apply to all businesses. Tip and Signature settings can be changed from the checkout screen.

  5. Have the customer sign for the transaction (if applicable), then tap Charge Card to complete the transaction.

    sign_vpro_2x.png

Cash, Checks, IOUs

  1. Tap the amount field next to Cash, Check, or IOU.

    payment_methods_vpro_2x.png

  2. Change the amount fields. This can be the full amount due or a portion of the total.

    add_iou_cash_check_vpro_2x.png

  3. Tap Checkout.

  4. Select a receipt option.

For IOUs, enter a comment on why an IOU was needed, then tap Proceed.

add_iou_vpro_2x.png

Gift Certificates

  1. Tap Add next to Gift Certificates.

    add_gc_vpro_2x.png

  2. Available gift cards will be listed with toggles for selection.

    If you cannot find a gift certificate, search for the number or scan the card with a USB card or barcode reader.

    search_scan_gc_vpro_2x.png

    When the card is found, you’ll see the card number, the current balance on the card, and the sale amount pre-filled under Use Amount. You can change how much of the gift certificate is used.

    Note

    If a customer has multiple gift cards or certificates, you’ll see them all listed here. Use the checkboxes to select which one to use.

    apply_gc_vpro_2x.png

  3. Tap Done.

  4. Tap Checkout.

  5. Select a receipt option.

Invoices

  1. Tap the down arrow drop-down menu next to Checkout.

    down_arrow_icon_vpro_2x.png

  2. Select Create Invoice.

    create_invoice_vpro_2x.png

  3. Enter an Invoice Title (optional), Invoice Number, and due date.

    enter_invoice_name_vpro_2x.png

  4. Toggle Allow Tip on (green) to give the customer an option to leave a tip when paying the invoice.

    allow_tip_vpro_2x.png

  5. Enter a message to the customer.

  6. Tap Next

  7. Review your invoice, then tap Send Invoice or Save for Later.

    send_save_invoice_vpro_2x.png

You will be redirected to the Invoices screen. Learn more about Invoices and how to manage them.

Other Payment Methods

Step Six: Rebook or Return to the Calendar

When you check out a customer, you will be prompted with the option to rebook. Keep in mind that, you can only rebook services.

  1. After checkout, the What do you want to do next? pop-up window displays.

    Tap the X button to close the pop-up.

    what_do_next_vpro_2x.png

  2. Rebook an Appointment

    1. Tap Rebook to open the Rebook Service screen.

    2. From this screen, you can make changes to the booking, like the service and provider. Tap + Service to book multiple services.

      rebook_vpro_2x.png

      Tap Next when finished.

    3. Select a date and time that works best for you.

    4. Configure the appointment details, then tap Book.

  3. Or tap Go to Calendar to navigate to the Calendar screen.

  4. Or tap More Checkouts to return to the Checkout screen.

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