Check Out Customers

When customers are ready to pay for their goods and services offered at your business, process their transactions out on the Checkout screen. Vagaro automatically documents each transaction, which you can later review by running one of Vagaro many available reports. Additionally, if you want to accept credit card payments, we recommend that you sign up for a Vagaro merchant account with Credit Card Processing.

Note

For UK businesses, all item prices are displayed with tax already included. If a discount is given in pounds (£) or a percentage (%), the system will calculate the percentage in the background and apply the discount.

Prerequisites: Before checking out your first customer, set up your Checkout Settings, Service or Class menu, and/or Inventory.

Select a Customer

There are two ways to check out a customer:

From the Calendar: Check out a scheduled appointment from the Calendar screen. The system will automatically populate all appointment information at the Checkout screen, such as the service provider performing the service and the name of the customer attached to the appointment.
From the Checkout screen: For walk-in customers, you can create a new profile for that customer and build their shopping cart at Checkout. Alternatively, if they have an appointment, you can use the In Today feature to bring over their appointment information.

From the Calendar

To check out a customer from the Calendar:

Go to your Calendar.
Select the appointment to be checked out, then select Checkout.

All the customer's information will populate the Checkout screen.

From the Checkout Screen

To select a customer on the Checkout screen:

Go to Checkout.
Select Select Customers, then choose an option:
- All Customers: View a list of all customer profiles at your business.
- In Today: View a list of customers who have an appointment today to automatically bring over their appointment information.
  
  Tip
  
  Customers In Today can be grouped into one checkout.
- Saved for Later/Saved: Restore a cart that was saved for later.
Select the customer to be checked out. The customer's information will populate the Checkout screen.

Build Your Customer's Cart

In the customer's shopping cart, you can choose from the things you sell and add them to the cart for purchase:

On a Phone: Select Shopping Cart, then Add Item.
On the Web, Tablet, or Pay Desk: Choose an option at the bottom of the screen. The process to add each item type

Apply Discounts, Fees, Taxes, and Points

The items you added will display in your customer's shopping cart. If there's nothing to be changed, you can continue to accept payment and complete the transaction. However, Vagaro has many features to customize the customer's cart:

Taxes: Apply tax rates to the things you sell.
Points: Reward customers with points when they go to your business that can be used to redeem services, classes, or products.
Membership and Packages: Use a membership or package to discount an item.
Discounts: Provide a discount for employees, unsatisfied customers, or just because.
Daily Deals: Incentivize customers to book online by promoting a discount online and can be applied manually in-house.
Fees: Apply a surcharge to purchase items at your business, like a cleanup fee.

Edit Your Customer's Cart

If your customer changes their mind about a purchase or you need to make any other changes to the transaction, you can make changes to the customer's cart at checkout.

Vagaro Pro App

You can make the following changes to items in your customer's cart:

To change a product's quantity or delete it, swipe left on an item in the cart to remove it.
To edit an item in the cart, select it, make changes, and then select Save to finalize changes.
Select Done to return to the Checkout screen.

Web Version

You can make the following changes to items in your customer's cart:

For memberships, packages, gift cards, and products, you can change the Service Provider attached to the item to change who receives thecommission or the deposit for the purchase.
Change the Price of the item. If it's grayed out, then the price can't be changed without applying a discount.
Change the quantity (qty) of an item.
Change the appointment type (App Type).
Select the Action button to:
- Edit: Change the item or add any additional add-ons.
- Delete: Remove this item from the cart.

Complete the Transaction

When the customer is satisfied with their shopping cart, you can check out the customer with the following payment methods:

The Amount Paid and Change Due will update as you enter payment. The amount owed by the customer can be split between multiple payment methods. When you're ready, select Checkout to finalize payment. The system won't complete the transaction if the customer has a remaining balance.

Money Owed

Ready for Checkout

Tip

If your customer isn't ready to check out, you can save the checkout for later.

Rebook an Appointment

After checking out a service, you will be prompted to rebook the service or return to the Calendar screen.

On a Phone

On the Web, Tablet, or Pay Desk

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