If a client shows up to your business with an incomplete form, you can send it directly to PayPro Mini so they can safely and easily complete the form on their own screen.
Note
Forms with the File Upload module will not display on the customer-facing screen. If you require your customer to upload files with their form, send the form to their device instead.
Prerequisites: This feature requires PayPro, PayPro Mini, Forms, and at least one form template.
Note
Only the black version of PayPro is available for shipping from the Vagaro Online Store. PayPro Mini (US only) and the red edition of PayPro will be available in October 2024.
At present, PayPro Mini can only be connected to PayPro or used as a standalone device. You'll be able to connect PayPro Mini to a computer or laptop for checkout in the near future.
To send a form from a customer's profile:
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At the bottom of the screen, select Customers, then select the customer.
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Select the Forms tab, then add or select the form that the customer needs to fill.
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In the Form popup, select Send to Customer Facing Screen.
On PayPro Mini, the customer can complete the form then select Submit.
Note
When the customer has completed the form, you will be returned to the previous screen. To cancel, touch the PayPro screen.
Appointments with the icon have a required form.
To send a form from the Calendar screen to PayPro Mini:
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On the Calendar, select an appointment with a required form, then select Forms.
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Select or add the form that the customer needs to fill.
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In the Form popup, select Send to Customer Facing Screen.
On PayPro Mini, the customer can complete the form then select Submit.
Note
When the customer has completed the form, you will be returned to the previous screen. To cancel, touch the PayPro screen.
To send a form from the Checkout screen to PayPro Mini:
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At the bottom of the screen, select Customers.
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In the Form popup, select the down arrow next to Send to Customer, then select Send to Customer Facing Screen.
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On PayPro Mini, the customer can complete the form then select Submit.
Note
When the customer has completed the form, you will be returned to the previous screen. To cancel, touch the PayPro screen.
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