When customers are ready to pay for the goods and services offered at your business, process their transactions on the Checkout screen. Vagaro automatically documents each transaction, which you can later review by running one of Vagaro's 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 already include tax. 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.
There are two ways to check out a customer:
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From the Calendar: Check out a scheduled appointment from the Calendar screen. The system will automatically populate all appointment information on the Checkout popup, allowing you to check out customers from the calendar.
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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.
To check out a customer from the Calendar:
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Go to the Calendar
screen, then select the calendar you want to view.
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Find the appointment.
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Select the appointment to be checked out, then select Checkout.
All the customer's information will populate the Checkout screen. If you're on a computer, the Checkout screen will be displayed as a popup for faster loading times.
To select a customer on the Checkout screen:
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Go to the Checkout
screen.
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Select Select Customers, then choose the "Walk In" customer in the list.
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All Customers: View a list of all customer profiles at your business.
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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.
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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.
In the customer's shopping cart, you can choose from the things you sell and add them to the cart for purchase:
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On a Phone: Select Shopping Cart, then Add Item.
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On the Web, Tablet, or Pay Desk: Choose an option at the bottom of the screen. The process to add each item type
The items you added will appear 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:
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Taxes: Apply tax rates to the things you sell.
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Points: Reward customers with points when they go to your business that can be used to redeem services, classes, or products.
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Membership and Packages: Use a membership or package to discount an item.
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Discounts: Provide a discount for employees, unsatisfied customers, or just because.
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Daily Deals: Incentivize customers to book online by promoting a discount online and can be applied manually in-house.
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Fees: Apply a surcharge to purchase items at your business, like a cleanup fee.
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.
You can make the following changes to items in your customer's cart:
You can make the following changes to items in your customer's cart:
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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.
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Change the Price of the item. If it's grayed out, then the price can't be changed without applying a discount.
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Change the quantity (qty) of an item.
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Change the appointment type (App Type).
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Select the Action
button to:
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Edit: Change the item or add any additional add-ons.
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Delete: Remove this item from the cart.
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When the customer is satisfied with their shopping cart, you can check out the customer with the following payment methods:
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Memberships and Packages
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IOU (I Owe You)
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.
Comments
4 comments
This does not describe how to take a person's credit card payment over the phone. In other words, the client is not present and is giving me the credit card information over the phone to charge manually.
Hi Sue, thanks for the feedback. Here's an article that goes into adding a credit card on file:
https://support.vagaro.com/hc/en-us/articles/115006318588
Thanks, Jamie
Is there a way to view the clients notes from the checkout screen?
Hi John, that depends on the types of notes you're referring to: Customer Notes or SOAP Notes. You can create a popup note that appears every time you select that customer at checkout. https://support.vagaro.com/hc/en-us/articles/360007906613
Otherwise, you can select the History button in the top-right corner to view the customer's profile and check out their notes and SOAP notes.
Thanks, Jamie
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