After performing a booked service, you can check out that appointment from the calendar or checkout screen. When checking out, you can apply fees, discounts, and points, or you can charge the customer with multiple payment methods, like credit and debit cards, cash, check, and Vagaro Pay Later. To learn how to check out an appointment, follow the steps below.
This Article Covers the Following:
-
Check Out from the Calendar (next)
Related Appointment: Checkout: Appointments - Vagaro Pro app
Important
This article shows how to checkout appointments that have already been booked. To learn about how to check out a walk-in customer, product, membership, and more, see here.
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.
From the Apply a Discount or Fee drop-down menu, you can apply a preset discount, daily deal, or fee to the items in the cart.
Fees will display under the item. Click here to learn more about fees.
The Discount field will display a dollar or percentage discount for one or more services or classes. You can manually enter a discount by selecting $ or %, then entering a discount amount or percentage. Click here to learn more about discounts.
With the points feature, customers can accrue points from purchasing classes, services, products, etc. These points can be used for free items when you select the checkbox under Use Pts. 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. If the point amount (under Pts) is zero, then this item cannot be redeemed with points. Click here to learn more about Points.
Please Read Before Continuing
There are two ways to enter a tip: Manually enter on the checkout screen or when you click 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.
-
Click the Tip field above Amount Due.
-
A tip option drop-down will display. Select a tip percentage or enter a dollar amount.
Note
The Split button will display if the customer has items from multiple service providers in the cart.
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.
-
Tap the Gear icon.
-
Set the Receipt Preference for when you complete a transaction.
-
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.
-
-
Tap Save to close.
The right side of the checkout screen will show a summary of all payment methods, amount paid, amount due, and 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.
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. See here to 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.
-
Click Pay With Card.
-
Select if you want to print a receipt.
The customer can write their Tip and Signature on the receipt
-
Dip, tap, or swipe the customer's credit or debit card.
-
Add a tip (if applicable) and have the customer sign for the transaction.
This step does not apply to all businesses. Tip and Signature settings can be changed from the checkout screen.
-
Click Charge Card to complete the transaction.
After the transaction processes, please prompt the customer to remove their card (if applicable).
-
Click the amount field next to Cash, Check, or IOU.
-
Enter a dollar amount. This can be the full amount due or a portion of the total.
-
Click Checkout.
-
Select a receipt option.
For IOUs, enter a comment on why an IOU was needed, then click Yes.
-
Click Add next to Gift Certificate.
-
Available gift cards will be listed with checkboxes for selection.
If you cannot find a gift certificate, search for the number or scan the card with a USB card or barcode reader.
When the card is found, you’ll see the card number, the recipient’s name, the current balance on the card, and the sale amount pre-filled under How much to use? You can change how 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.
-
Click Redeem GC.
-
Click Checkout.
-
Select a receipt option.
-
Click the down arrow drop-down menu next to Check Out, then click Create Invoice.
-
Create an Invoice Title (optional), Invoice Number, and due date.
-
Toggle Allow Tip on (green) to give the customer an option to leave a tip when paying the invoice.
-
Enter a message to the customer.
-
Click Next
-
Review your invoice, then click Send Invoice.
You will be redirected to the Invoices screen. Learn more about Invoices and how to manage them.
When you check out a customer, you will be prompted with the option to rebook or return to the Calendar. Keep in mind that, you can only rebook services.
-
After checkout, the What do you want to do next? pop-up window displays.
Click the X button to close out of the pop-up and return to the Checkout screen.
-
Rebook an Appointment
-
Select a date by clicking the Calendar icon or use the + icon to add a week to the date.
Click Rebook to open the Rebook Service screen.
-
From this screen, you can make changes to the booking, like the service and provider. Click + Add Service to book multiple services.
-
Scroll down and select a date and time that works best for you.
-
Configure the appointment details, then click Book.
-
-
Or go to the Calendar screen.
-
Choose a date by clicking the calendar icon.
-
Or use the + icon to add a week to the date.
-
Click Go to Calendar to navigate to the Calendar screen.
-
Comments
0 comments
Please sign in to leave a comment.