Check Out a Customer - Web Version

Vagaro's checkout system lets you speed up the checkout process, providing more efficient and faster service for clients. You can apply discounts to multiple services and items at once, determine your tipping, checkout, and receipt options and easily search for products with Vagaro's enhanced search feature.

In this article, we will go over:

• Add Services
• Add Products
• Add Gift Certificates
• Add Packages
• Add Memberships
• Editing and Deleting Items on the Checkout Screen
• Completing the Checkout

Related Article: Check Out a Customer - Vagaro Pro app

1. Navigate to Checkout and select a customer.
   
   Click In Today to see customers who have appointments today.
   Click All Customers for the full customer list.
   Start typing a customer name in the search box for quick results.

When you've selected the customer, you'll see the full Checkout screen:

The top of the Checkout screen shows the customer's name, how many points they have banked, when they became a customer, their last visit date, their birthday (if provided in their profile), and any memberships they have. You can view the customer's history or edit their profile using the Edit and History buttons.

Add Items to the Checkout Screen

On the Checkout screen, you can add services, products, gift cards, packages, and memberships. At the bottom of the screen,  select an option.

Add Services

1. Click Service.
   
2. Select the service to sell and the service provider who performs the service. Click the clock icon to select the start time (today) for the appointment.
   
3. Click Add Service when you're finished.

Add Products

1. Click Product or place your cursor in the Scan barcode or type it box, and type in or scan the product barcode.
2. There are two views in the Product list, List view or Grid view.
   Change the view by clicking the list or grid icon. The default view is List.
   List View:
   
   
   Grid View:
   
3. Enter the Barcode ID, Product Name, Brand, or Product Type in the search box to search for a specific product and press Enter.
4. To select a product to add to checkout, click the checkbox or the Barcode ID.
5. Click Add Product to add your selections to checkout.

Add Gift Certificates

1. Click Gift.
   
2. Enter a gift certificate number or click Auto Generate to generate a new number.
3. From here, you can make the gift certificate for a specific service or class or a dollar amount.
4. When you're done, click Add Gift Certificate to add it to checkout.

For complete details on creating gift certificates or cards, see Sell and Redeem Gift Certificates - Web Version.

Add Packages

1. Click Package.
   
2. Click the Service / Class / Package drop-down menu to select an option.
   
3. Select a pre-existing Package or create a package for this checkout by selecting classes, service bundles, or individual services. For a pre-existing package, the number of visits is not editable. When creating a package for this checkout, you can edit the number of visits and price.
4. Click the toggle switch to enable the Auto Renew function, and set the renewal period, payment date, and Auto Renew Limit (number of renewals or Unlimited).
   
5. Check Carry Balance Forward to enable customers to carry unused visits into the next billing cycle.
   
   Note: Setting Renewal On to No. of Visits Completed means the package renews after the visits have been used. With this option, there are no Payment Date or Carry Balance Forward options.
6. With Auto Renew on, you can use Discount Initial Payments to apply a discount percentage or dollar amount to 1 or more billing cycles.
   
7. With Auto Renew off, you can select an expiration date for the package.
   
8. If the customer has set up Family & Friends Sharing, select which list members can use the package by clicking names. Blue indicates included members, and gray indicates those not included.
   
9. Click either Next or Add Package to add the package to the checkout.
   
   Note: If you selected an Auto Renew option for the package, the Next button takes you to the credit card field to enter a credit card or select a credit card on file to charge for renewals.

Add Memberships

1. Click Membership.
   
   
   Note: Customers can only have one membership at a time. If the customer already has a membership, you'll see a pop-up box asking if you want to edit the existing membership.
   This opens the membership screen:
   
2. If you have membership cards, enter the card ID (optional).
3. Select the membership type from the drop-down list.
   
   • Description, Charge Frequency, Price, and Auto Renew settings will display based on the membership settings
   • The 1st Payment Date defaults to today
   • You can change most of the settings to customize the membership
     
     
4. If you select Auto Renew options, you can configure the membership to Discount Initial Payments, using a dollar amount or percentage and selecting the number of billing cycles for the discount.
   
5. If the customer has Family & Friends Sharing set up, you can select members to share the package or add new members to their list.
   
6. If you select Auto Renew options, you'll have to choose a card on file or enter new credit card details. Click Add when you're finished.

Editing and Deleting Items on the Checkout Screen

Your checkout screen now shows all the items you've added for the customer. You can change the quantity, price, and discount for products, use points, memberships, or packages to pay for eligible items.

You can edit Packages, Memberships, and Services added by clicking the item name link.

You can change from using Points or a Membership or Package to pay for selected items by unchecking boxes or clicking the MS or PKG icon to cancel using a membership or package.

You can delete items from the checkout by clicking the More (3 vertical dots) menu and selecting Delete.

Edit may be an option, depending on the type of entry.

If you delete a service from the checkout, you'll have two options:

• Select Remove from checkout to remove the service from the checkout page
• Select Remove from checkout and calendar to delete the service from the checkout and remove the appointment
  

Completing the Checkout

The right side of the checkout screen will show a summary of all items, the total amount due, and payment options. You can split the payment between several options.

1. Enter the amount to pay next to a payment option.
   
   1. If the customer wants to redeem a gift certificate, click Add next to Gift Certificate, and select which certificate to use and how much from it.
      
   2. If the customer has a credit card on file, it will show a card-type logo on the Credit Card line. If not, there will be an Add button. Click it to add and save a credit card for the customer.
   3. You can also enter the payment as Cash, Check, or set up an IOU for future payment.
2. 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, you cannot complete the checkout.
   
3. Click Checkout.
   If you click the drop-down menu (arrow) by the Checkout button, you have the option to create an Invoice or save the checkout for later.
   
4. Click Connect to connect to an EMV card reader for credit card processing.
5. Click the gear icon to configure receipt and tipping options for this and future checkouts.
   
6. On the Successful Checkout screen, choose from receipt options:
   
   
   • Click Print Receipt for a paper copy
   • Click Email Receipt to email it to the customer
     When emailing a receipt, the recipient's email address displays automatically. You also can enter a new email in the box.
   • Click Print GC Receipt to print a copy of the gift certificate you created earlier
   • Click No Receipt for no copy
7. When the checkout is complete, choose what to do next: Rebook or Go to the Calendar page.