The Taxes & Checkout page allows you to add up to four different tax rates in Vagaro and create up to five different fees that can be applied to checkout. You can also enable several Checkout options, including:
-
Set and create taxes for checkout
-
Create fees for products, services, and more
-
Giving customers reward points for leaving reviews
-
Requiring the starting balance in your cash drawer when accessing the Checkout screen
-
Automatically deduct a visit from a customer's package for no-shows
-
Set package and membership sales to go directly to employees
-
Allowing for the check-out of future appointments
-
Showing the cost of a product on the Checkout page
-
Allowing receipt signatures on the screen when checking out clients
-
Flag unusually high checkout amounts
-
Add a footer text to your receipts
To get started, watch the video or follow the steps below.
-
Vagaro Pro app (next)
Related Article: Add a Sales Tax - Web Version
-
Navigate to → → .
-
Add taxes that can be automatically or manually applied at checkout for services, classes, memberships, packages, and/or products. Keep in mind that you can create up to four taxes.
-
Toggle Include Tax in Online Pricing to allow for tax-inclusive pricing on your Online Booking Page. See here to learn more.
-
Create a customer fee that can be automatically or manually applied to transactions. Keep in mind that you can create up to five fees.
To learn more about fees and how to create them, see here.
-
Enter the number of points you want to give customers for leaving reviews on your website or booking page. Tap the entry field to enter the amount.
-
Toggle Require starting balance for cash drawer to ask for the starting balance in your cash drawer. This option allows you to balance your cash drawer at the end of the day. The first person who checks out a customer the following day will be asked to provide the cash drawer balance.
Keep in mind that the starting drawer balance cannot be changed once it has been entered.
-
Toggle Deduct a visit from packages and memberships for no shows to automatically deduct a visit from a customer's package or membership when they are marked as a no-show.
-
Toggle Package & Membership Sales Go Directly to Employees to give customers the option to select an employee when buying a package or membership. The funds will be deposited in the employee's merchant account. Employees can also select an employee when they sell a membership or package in in-house checkout.
Important
If you toggle this setting, please note that your service providers must have a merchant account to receive funds for package and membership sales.
-
Toggle Allow checkout of future appointments to allow a customer to pay for an appointment that's scheduled for a later date.
-
Toggle Show Product Cost at Checkout to show the cost of a product when checking out a customer. Do not select this option if your customer can view the checkout screen on a tablet or phone.
-
Toggle Enable receipt signature on screen to allow the customer to provide a signature on the screen when checking them out.
-
You can Flag unusually high checkout amounts to prevent any fraudulent activities.
Select Give a Warning or Do Not Allow to prevent or warn a service provider of high checkout amounts.
Enter a dollar amount to set the maximum checkout total.
-
Enter a message you want to include in the footer of a receipt in the Receipt Footer Text field.
-
Tap Save to save all changes made.
-
Navigate to → .
-
Create taxes that can be automatically or manually applied at checkout for services, classes, memberships, packages, and/or products. Keep in mind that you can create up to four taxes.
-
Toggle Include Tax in Online Pricing to allow for tax-inclusive pricing on your Online Booking Page. See here to learn more.
-
Create a customer fee that can be automatically or manually applied to transactions. Keep in mind that you can create up to five fees. To learn more about fees and how to create them, see here.
-
Enter the number of points you want to give customers for leaving reviews on your website or booking page. Click the entry field to enter the amount.
-
Toggle Require starting balance for cash drawer to ask for the starting balance in your cash drawer. This option allows you to balance your cash drawer at the end of the day. The first person who checks out a customer the following day will be asked to provide the cash drawer balance.
Keep in mind that the starting drawer balance cannot be changed once it has been entered.
-
Toggle Deduct a visit from packages and memberships for no shows to automatically deduct a visit from a customer's package or membership when they are marked as a no-show.
-
Toggle Package & Membership Sales Go Directly to Employees to give customers the option to select an employee when buying a package or membership. The funds will be deposited in the employee's merchant account. Employees can also select an employee when they sell a membership or package in in-house checkout.
Important
If you toggle this setting, please note that your service providers must have a merchant account to receive funds for package and membership sales.
-
Toggle Allow checkout of future appointments to allow the checkout of future appointments. This allows a customer to pay for an appointment that's scheduled for a later date.
-
Toggle Show Product Cost at Checkout to show the cost of a product when checking out a customer. Do not select this option if your customer can view the checkout screen on a tablet or phone.
-
Toggle Enable receipt signature on screen to allow the customer to provide a signature on the screen when checking them out.
-
You can Flag unusually high checkout amounts to prevent any fraudulent activities.
Select Give a Warning or Do Not Allow to prevent or warn a service provider of high checkout amounts.
Enter a dollar amount to set the maximum checkout total.
-
Enter a message to include in the footer of a receipt in the Receipt Footer Text field.
-
Click Save to finish.
Comments
10 comments
In BC Canada we have two taxes. GST and PST. I would like the option to add two taxes to retail, because that is what is charged in BC. This would have it separated for me in my sales summary. Currently Vagaro only allows one tax per retail product and I have to do the calculations myself to determine the PST totals for the months. When I remit PST to the government this step of calculating it manually is a pain. Thank you in advance if you could change this option.
I would like the ability to select tax inclusive so I don't have to work out the Tax component. Is this possible currently?
Vanessa - If you are asking if there is a way to come up with a final price like $40 and then have Vagaro calculate and subtract out the tax after the fact, the answer is no, we will not be adding that capability. But if you enter in your price and check the box that it is taxable, we will add the tax and charge the customer accordingly.
I would like to select the different % for the taxes at check out. Sometimes I would like to adjust the taxes based on which states my client will be shipping their products to. I wouldn't know where until they have place the order, then find out that is they are located in another states with lower tax rates. It waste so much time to reset in the menu again and add it again, through the whole process of changing the tax rate. It's a pain in the butt. I hope their a shorter way to changing the tax rate at checkout rather than at the edit menu option.
How do I setup tax for online Store, if someone purchases online from out of my current State, Right now it charges for my current sales tax rate for my State, but if there out of State how do I charge or not charge them tax? The Vagaro site store does not allow for this occurrence. Are we not supposed to charge Tax for out of State orders? Or only charge are current place of business State sales tax & pay that to are current State? My CPA said If I collect Sales tax on out of State orders, then I am responsible to collect, report and pay for sales tax in each State the customer lives in and pay there State sales tax to that State. This is getting so confusing now. Also will I have to setup an e-commerce merchant account? How do I do that?
Hello Felisa,
You are only supposed to pay your state / county tax for online purchases; not adjust to multiple states. Your business is physically located in your current state and the purchases through you are supposed to go through your state tax system, as your physical location is the taxable location. So a buyer from California isn't going to pay both the California and Massachusetts state taxes because the buyer is in California.
An example of this would be for Amazon. They pay taxes from their physical facilities in each state, not taxes for the point of origin (state #1) and point of delivery (state #2).
I don't think you will need an E-commerce account, but I can't be sure without some discussion regarding this. E-commerce bank accounts are meant for businesses that do most of their sales online.
Every state is different about their rules, so anyone with a similar or the same question, please contact a CPA or a local tax representative for the most up to date information for your tax law.
As Clayton stated above, we live in Canada and there are two taxes, if you can add an option to add multiple taxes to products/services that would be much appreciated as it will be better to state to the government and so we don't have to break it up. For Canadians this is a large frustration. Thanks!
Hi James. I will forward this request to the management team. In the meantime, you can also send a feature request from this page: https://feedback.vagaro.com/forums/915991-feature-requests.
We are in British Columbia and have two sales taxes GST 5% and PST 7%. Services are charged just GST. But products have to have both GST and PST. They both need to be displayed separately on receipts/invoices and reported separately. Is there a way to select both taxes, rather than creating a third tax at 12%?
Hi Caroline... I have sent this over to the International rollout team. Please consider also entering a feature request for this.
Please sign in to leave a comment.