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How to Use the COVID-Clean Checkout

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Miranda B
  • Updated
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Checking out your clients is now safer than ever! Vagaro’s new COVID-Clean Checkout allows you to send the checkout experience, including viewing the charge total, tipping, and signing the transaction, directly to your client’s mobile device.


The feature helps reduce physical contact with business devices while providing the client with a seamless, professional checkout experience. You can send a checkout screen to the client’s mobile device in two ways:

1) Send a link to the client's device by text message or email.
2) Have the client scan a QR code that will automatically open the checkout page on their device.

 

Note: You can turn off the COVID-Clean Checkout feature by clicking the gear icon on the Checkout screen. Then turn off the toggle switch that appears on the pop-up window.

Updated_COVID-Clean_Checkout_Setting_SS_2x.png

How to Send the COVID-Clean Checkout Screen to Your Client's Device
Option 1 - Send a Link to the Client's Device by Text Message or Email
Option 2 - How to Checkout Using a QR Code

How to Send the COVID-Clean Checkout Screen to Your Client’s Device


1. On the Checkout screen, select your customer and enter in the product, service, or class you are going to collect payment for.
1-Checkout_customer_and_product_service.png

2. Click on Add to enter in a credit card manually or click Pay With Card to charge their card using the EMV Reader. Then swipe or dip the client’s card.
Pay_With_Card_1_2x.png

3. A pop-up window will appear. Select: Send COVID-Clean Checkout or Checkout on This Device.

If you choose Checkout on This Device, you will proceed with Checkout as you normally would. If you select COVID-Clean Checkout follow the instructions below.
Updated_COVID-Clean_Checkout_SS_2x.png

4. On the next window, you can send a checkout screen to the client’s mobile device in two ways:

Option 1 - Send a link to the client's device by text message or email.

Option 2 - Have the client scan a QR code that will automatically open the checkout page on their device.

COVID_CLEAN_CHECKOUT_QR_SS_2x.png

Note: The customer's profile will not be updated with the new mobile phone or email that you entered in this window, unless the profile is missing a mobile phone or email.



Option 1 - Send a Link to the Client's Device by Text Message or Email


A. Once you have entered the phone number and email address, click Send to Customer to send the final checkout steps to the client’s mobile device.
CCC_STC_SS_2x.png

B. The checkout will be completed from the client’s device. They will need to tap the link on the notification they receive to be directed to a web page where they can complete the checkout.
6_CCC.gif

Tip: Make sure the customer finishes the COVID-Clean Checkout before they leave. If the transaction is not finished on the customer's end, the transaction will be cancelled.


C. After clicking the link in their email or text message, the client will be sent to finish the checkout by tipping and signing from their own device.
Client_Checkout_Mobile_SS_2x.png

D. On the checkout page they will click Add Tip to select their tip amount, and if there are multiple service providers, they can also choose to split the tip. 
CCC_CS_SS_1_2x.png

E. After the client has selected their tip amount, they will click Next and will be asked to sign using their finger. Once they have completed their signature, the customer will select Charge Card. At this point, the client can leave a review for your business.
Client_Signature_SS_2x.png

F. On your screen, you will see that the checkout was successful, and you can select which type of receipt the customer would like, just like in any normal transaction.
7-Successful_Checkout.png

Note: The customer will automatically receive an email receipt after completing the transaction, but you will have the opportunity to send it to an alternative email or print the receipt.


G. You can choose to rebook the client for another appointment, go to the Calendar, or press the X to close the pop-up.
8-rebook_or_go_to_calendar.png



Option 2 - How to Checkout Using a QR Code

Tip: The QR Code is the fastest way to send the COVID-Clean Checkout to your customers.


Follow Steps 1-4 in the previous section.

H. After clicking “Send COVID-Clean Checkout”, a pop-up with a scannable QR code will appear. The client can scan the QR code from your mobile, tablet, or desktop device using their phone’s camera.
CCC_QR_CODE_SS_2x.png

I. A message will appear at the top of the screen with a clickable link that will take clients directly to a secure web page to finish the checkout on their own device.
Client_Scan_QR_Code_SS_2x.png


J. Follow previous steps C-G just as in Option 1 to complete the checkout process.

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5 comments

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  • Avatar
    Suzi Summers

    Love VAGARO for over 6 years now ♥️

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    Barbara Simmons

    On the tip screen, can I edit what I want the clients to see?   Instead of % I want to show dollar amounts.

    $5

    $10

    $15

    $20

    $25

    $30

    Or a place for "OTHER":  ____________

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    Donna J

    Hi Barbara: I'm sorry, but tipping is set up to be a percentage only. However, in a regular checkout and in the COVID-Clean checkout there is an option for a custom tip amount, where you or your customer (in the COVID checkout) can add a specific dollar amount. This should meet your request for the "OTHER" tip amount.

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    Rodney Duncan

    Is there an extra charge for this?

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    Miranda B

    Hi Rodney,

    There is not an extra charge for this feature, this feature is included if you use our credit card processing.

    Thank you!

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