If you need to make a change to an appointment that has already been checked out, you can undo the checkout and make changes as needed.
Note
If an additional item, such as a product, was added at checkout, you must refund that item separately.
Prerequisites: You can only undo the checkout of a service paid with cash or check.
To undo a checked-out appointment:
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Go to the Calendar.
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Find the appointment, then select it.
Tip
A gray bar on the appointment block signifies that the service has been checked out.
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Select Undo Checkout.
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Optionally, if you are integrated with QuickBooks and/or Xero, select OK to confirm the alert. You will still have to manually remove it from QuickBooks or Xero account.
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Select OK to confirm.
To undo a checked-out appointment:
-
Go to the Calendar.
-
Find the appointment, then select it.
Tip
A gray bar on the appointment block signifies that the service has been checked out.
-
Select Undo Checkout.
-
Optionally, if you are integrated with QuickBooks and/or Xero, select OK to confirm the alert. You will still have to manually remove it from QuickBooks or Xero account.
-
Select Yes to confirm.
Comments
6 comments
Need to be able to edit the checkouts afterwards as sometimes staff forgets to add their tips. Also, a "debit" option button and an "other" button would also be ideal if we are using a different cc/debit processing system and if we want to log past gift certificates under "other". And "e-transfer" button would be great too.
Hi Ashley,
Thank you for your feedback. I will be sharing it with our Team so they can see if these are features we can add to our software. You can also request this feature by going to feedback.vagaro.com as well.
Is there a way to refund a service to the client's credit but then check them out using a gift card instead? How would I go about this as I am unable to "undo checkout"? Any help would be appreciated.
Thank you
Ashley, I created a ticket for this issue and you'll be hearing from our Support team.
If the client paid with a debit/credit card, can I detach it from a service that's checked out, edit the service and then attach/apply the payment to the new service?
Hi Rolando, that functionality is not available on Vagaro. You will need to refund the customer and have them come in and pay for the new service.
Thanks, Jamie
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