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

To automatically deduct a visit from a package and membership after marking a customer as a No Show, follow these steps when using the Desktop Version:

• Click Settings at the top of the screen. 
• Select Taxes & Checkout on the left side of the page. 
• Select Deduct a visit from packages and memberships for No Shows. This prompts the system to automatically redeem a service or class when a customer is marked as a No Show on the Calendar. 
• When you're finished, click Save at the bottom of the screen. 

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.

Remember also to keep the following 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 Vagaro Pro App.

Let's get started!

Setting the Automated Option for Redeeming a Membership and Package for Customers Marked as a No Show

1. To automatically deduct a visit from a package and membership, let's first enable the automated option in Settings. Click Settings at the top of the screen. 

2. Select Taxes & Checkout on the left side of the page. 

3. 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. 

4. Click Save at the bottom of the screen. 

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 deduct the visit from the Calendar.

Let's first redeem a class that's part of a package or membership. To get started, click Calendar at the top of the screen. 

2. Select the class. Then click Edit. 

3. Once you locate the client, click the three dots that correspond to the customer on the right side of the screen. Then select No Show. 

4. Enter a message you want to send to the client regarding the change in status. Then click Notify Attendee to send a notification to the customer. Click Don't Notify Attendee if you do not want to notify them. 

5. You'll be able to see that the status has been changed to No Show for the customer. Click Book when you're finished. 

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. Once you get to the Calendar screen, select the appointment. Then click No Show. 

2. Enter a message you want to send to the client regarding the change in status. Then click Notify Attendee to send a notification to the customer. Click Don't Notify Attendee if you do not want to notify them of the change in status. 

3. A red color on the appointment block means that the status has been changed to No Show and the visit has been deducted from the package or membership. 

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

1. Let's now redeem a service that's been added to a package and membership by marking the customer as a Show. Once you get to the Calendar, select the appointment. 

2. Select Show. 

3. A green color on the appointment block means that the status has been changed to Show and the item has been redeemed. 

Troubleshooting Steps 

• Refresh the page. 
• Try to log out of the account. Then log back in. 
• Try to clear browser cache and cookies on the web browser. Click this link for more information: How to Clear the Cache and History on a Web Browser. Then try logging back into the account. 
• Try to use a different web browser.