How to Deduct a Visit from a Package and Membership from the Calendar (On the Mobile Version)

To automatically deduct a visit from a package and membership by marking a customer as a No Show, follow the steps when using the Mobile Version of Vagaro. 

 

Remember, once the automated option is set, you'll be able to automatically deduct a visit from the package and membership once a customer is marked as a No Show for a class or service on the Calendar.

Another way to deduct a visit from a membership and package is by changing the status of an appointment to Show on the Calendar.

 

Here are some other things to keep in mind:

• When a service or class is redeemed, the system deducts the visit from a package first. If the item is not part of a package, it will check to see if it has been added to a membership. If it has, then the customer will be able to redeem the item from the membership once the client has been marked as Show/No Show. Remember, the visit can only be redeemed if the service or class has a 100 percent discount. 
• If the customer has booked multiple items, the system will only redeem one item when the customer has been marked as Show/No Show. For the other services or classes, the status will change to Show/No Show, but the visits for these items will not be deducted.  
• If the customer has multiple packages, the package with the earliest expiration date will get redeemed first. After this, it's then based on the remaining visit balance. 

 

Related Article:

• Deducting a Visit from a Package and Membership on the Desktop Version.

Let's get started!

 

Setting the Automated Option for Redeeming a Membership and Package 

1. To automatically deduct a visit from a package and membership, let's first activate the automated option in Settings. Tap More at the bottom of the screen. 

 

2. Tap Settings. 

 

3. Select Taxes & Checkout. 

 

4. Select Deduct a visit from packages and memberships for no shows. This prompts the system to automatically redeem a service or class that's been added to a package and membership once a customer is marked as a No Show on the Calendar. 

 

Tap Save at the bottom of the screen when you're finished. 

 

Deducting a Visit from a Package and Membership for Customers Marked as a No Show for a Class

1. Now that we've set the option to automatically deduct a visit for no-shows, we'll be able to redeem a package or membership when a customer is marked as a No Show on the Calendar. 

Let's first redeem a class that's part of a package or membership. Select the class once you get to the Calendar. 

 

2. Tap Edit. 

 

3. Select the Attendees tab at the top of the screen. 

 

4. Select the customer. 

 

5. Tap No Show.

 

6. If the customer has booked multiple services or classes, you'll be able to mark the client as a No Show for multiple items. Select the items. Then select No Show Selected to change the status of the items that were selected. Tap No Show All to change the status of all the services. 

 

7. Enter a message you want to send to the client regarding the change in status. Then tap Notify Attendee to send a notification to the customer. Select Don't Notify Attendee if you do not want to notify the attendee of the change. 

 

8. Tap the arrow at the top-left of the screen.

 

9. Tap Book Class to mark the customer as a No Show and redeem the session. 

 

Deducting a Visit from a Package and Membership by Marking the Customer as a No Show for a Service

1. Let's now redeem a service that's been added to a package and membership by marking the customer as a No Show. Select the appointment on the Calendar.

 

2. Tap Change Status.

 

3. Select No Show.

 

4. Enter a message you want to send to the client regarding the change in status. Then tap Notify Attendee to send a notification to the customer. Select Don't Notify Attendee if you do not want to let the participant know about the change. 

 

5. A red color means that the status of the appointment has been changed to No Show and the service has been redeemed. If you select the appointment, you'll also be able to can confirm the status.  

 

6. We can see that the status has been changed. 

 

Deducting a Visit from a Package and Membership by Changing the Status of an Appointment to Show

1. Select the appointment on the Calendar. 

 

2. Tap Change Status.

 

3. Select Show. 

 

4. A green color means the status has been changed to Show and the item has been redeemed. If you select the appointment, you'll also be able to confirm the status. 

 

5. We can see that the status immediately updates.