A gift certificate or gift card is a voucher that a customer gives to someone as a present. You can configure it to be for a service or a dollar amount and choose from various pre-made templates and designs when creating and selling them to your customers.
Note
You can buy preprinted and custom-designed gift cards from the Vagaro store (on the web and Vagaro Pro app versions.)
Follow the steps below to sell and redeem preprinted gift cards.
Related Articles:
-
Go to Checkout and select a customer.
-
Select Gift from the option icons on the checkout screen.
The Add Gift Certificate screen displays.
-
Swipe or scan the Gift Card with a USB card reader or barcode scanner.
The gift card number displays in the Gift Certificate Number field.
-
Fill in the other gift card fields:
-
Service/Class: Tie this gift certificate to a specific service or class. (Optional)
-
Amount: If you don't tie the certificate to a service/class, enter the value.
-
Expire on: Select an expiration date using the calendar pop-up, or leave set at Never.
Check your state’s regulations for gift cards and certificates for information and expiration.
-
Sender's Name: Will be filled with the selected customer.
-
Recipient's Name: Start typing the name of a current customer, and it will fill in. Click New to create a new profile if the person does not have a customer profile.
Note
A customer must have a profile when a gift card is created and issued. The profile must include at least a first and last name.
Note
If you do not know the recipient's contact information, create a customer profile of "Gift Certificate" to use. A customer only needs to provide the gift card or certificate number at checkout to redeem it.
-
Since this is a gift card, leave Message empty and uncheck both Print Gift Certificate and Send email to: [recipient's name]. There is also no need to select a template, so use whatever it is set for by default.
-
-
Click Next to preview the card.
Click Continue to bypass the email and print options.
-
On the preview screen, click Close to cancel, Back to make changes, or Add Gift Certificate to complete.
-
Complete the transaction by entering the payment and clicking Checkout.
-
To redeem a gift card, go to Checkout and select a customer.
-
Add a service, class, product, package, or membership.
-
Click Add next to Gift Certificate in the payments area.
-
Available gift cards will be listed with checkboxes for selection.
If you do not see one you expect, search for the number or scan the card with a USB card or barcode reader.
When the card is found, you’ll see the card number, the recipient’s name, the current balance on the card, and the sale amount pre-filled under How much to use? You can change how much to use if wanted.
Note
If a customer has multiple gift cards or certificates, you’ll see them all listed here. Use the checkboxes to select which one to use.
-
Click Redeem GC.
-
If there is any remaining payment due, enter it and then click Checkout.
To add value to a gift card or certificate with a 0 balance, start from Checkout, select the customer (gift card recipient,) and run a process similar to selling a new card.
-
On the Checkout screen, with the recipient selected, click Gift.
-
Enter the number of the card you are resetting.
-
Enter the value you are adding to the card.
-
In Recipient's Name, enter the card holder's name (it will be in both Sender and Recipient name fields.) Or you can enter a different name for Recipient.
-
For other fields:
-
Leave the Message field blank.
-
Select any Template type and design; it will not be seen for a gift card.
-
Uncheck Print Gift Certificate.
-
If you want to send an email notification, check Send email to: [recipient name].
-
-
Click Next.
-
An alert screen pops up, telling you that this GC number already exists. Click Reset Gift Certificate to continue.
-
The Gift Certificate number changes to add a reset sequence number (-0001, etc.)
-
Click Next again.
-
On the Gift Certificate preview screen, click Add Gift Certificate to finish.
-
Complete the checkout process.
Comments
0 comments
Please sign in to leave a comment.