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:
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Check Out from the Calendar (next)
Related Article: Checkout: Appointments - Web Version
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.
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Tap Add next to Discount.
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Select a discount or daily deal.
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Tap Done.
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.
Fees will display under the item. Learn more about fees.
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.
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.
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Tap the Tip field above Amount Due.
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Enter a tip amount.
Note
The Split button will display if the customer has items from multiple service providers in the cart.
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Tap Split.
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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.
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Tap the Gear icon.
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Set the Receipt Preference for when you complete a transaction.
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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.
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Email: The customer will receive a receipt via email.
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Ask at Checkout: You or the customer can select the receipt type at checkout.
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Tap Save to close.
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.
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.
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Tap Pay with Card.
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Select if you want to print a tip receipt.
The customer can write their Tip and Signature on the receipt.
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Select a checkout type.
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Dip, tap, or swipe the customer's credit or debit card.
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Add a tip (if applicable).
This step does not apply to all businesses. Tip and Signature settings can be changed from the checkout screen.
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Have the customer sign for the transaction (if applicable), then tap Charge Card to complete the transaction.
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Tap the amount field next to Cash, Check, or IOU.
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Change the amount fields. This can be the full amount due or a portion of the total.
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Tap Checkout.
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Select a receipt option.
For IOUs, enter a comment on why an IOU was needed, then tap Proceed.
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Tap Add next to Gift Certificates.
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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.
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.
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Tap Done.
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Tap Checkout.
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Select a receipt option.
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Tap the down arrow drop-down menu next to Checkout.
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Select Create Invoice.
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Enter an Invoice Title (optional), Invoice Number, and due date.
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Toggle Allow Tip on (green) to give the customer an option to leave a tip when paying the invoice.
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Enter a message to the customer.
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Tap Next
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Review your invoice, then tap Send Invoice or Save for Later.
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. Keep in mind that, you can only rebook services.
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After checkout, the What do you want to do next? pop-up window displays.
Tap the X button to close the pop-up.
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Rebook an Appointment
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Tap Rebook to open the Rebook Service screen.
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From this screen, you can make changes to the booking, like the service and provider. Tap + Service to book multiple services.
Tap Next when finished.
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Select a date and time that works best for you.
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Configure the appointment details, then tap Book.
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Or tap Go to Calendar to navigate to the Calendar screen.
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Or tap More Checkouts to return to the Checkout screen.
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