All Systems Operational

Donate a Gift Certificate or Add an Existing Gift Certificate from Your Previous System

Donate a Gift Certificate or Add an Existing Gift Certificate from Your Previous System

This will show you how to create gift certificates for free, where you have not received any money from them via the checkout screen in Vagaro. This can be used for two purposes, the first is a donation that your business is making to an individual or organization and the second is when you have already sold gift certificates outside of Vagaro and would like to track them within Vagaro.

1. Go to Reports - Gift Certificates - click Management

 gc_management.png

 

2. To create a gift certificate to donate or add an existing gift certificate you have outstanding prior to Vagaro, click + New Gift Certificate

gc_new_or_edit.png

 

3. You can either type your own Gift Certificate number or Vagaro can Auto Generate one for you.

selling_gift_certificates_3.png

                                                                                                                                                                                                                    

4. Select a Service or enter an Amount for the Gift Certificate.

Note: Selecting a Service is Optional. If you select a Service the Gift Certificate will be locked to that Service and cannot be transferred to a dollar Amount.

selling_gift_certificates_4.png

 selling_gift_certicate_5.png

 

5. Select the Recipient for the Gift Certificate

Note: When issuing a gift certificate there always must be a customer profile attached. The profile can be brief but will require at least the first and last name to be filled out. If the customer purchasing the certificate does not want to supply a recipients name, the fields that contain first & last can be filled in with anything they would like. For instance the name could be "Promotional Gift Certificate" or use the underscore "___________".

selling_gift_certificate_6.png

 

6. Write a message and select if you want to Print and/or Send Gift Certificate 

selling_gift_certificate_7.png

                                                                                                                                                                                                                    

 

7. Select the preferred template  from the drop down menu labeled "Template Type".

Select whether you would like to Print the Gift Certificate and/or Send email by checking the box adjacent to it. If you do not wish to do either, leave them blank. Gift certficates will ALWAYS be emailed to the "Sender", the "Recipient" is optional. Click Next.

selling_gift_certificates_8.png

                                                                                                                                                                                                                    

 

8. The next screen will automatically display preview Gift Certificate. Click Save

 selling_gift_certificates_9.png

                                                                                                                                                                                                                    

 

Have more questions? Submit a request

6 Comments

  • Avatar
    Alana Harper

    When a gift certificate that was given for free is redeemed, does it show up as profit in reports?

  • Avatar
    Mary Schwartzenberger

    I have the same question. When we are not receiving any money from the gift receipt, I am currently having to manually subtract the amount of the gift certificate from my monthly reports. There needs to be a way to indicate that we are not being paid for this and that it is a donation.

  • Avatar
    Crystal Kosa

    Is there an answer somewhere???

  • Avatar
    Renee Knipp

    Has this ever been address?

  • Avatar
    Carol Nace

    great question. I also noticed when you void a transaction, it still shows a gross income. Not good for monthly reconciliation ease.

  • Avatar
    Nikki Feeney

    i normally just cash the client off as 100% discount and write voucher in cash off notes in this case rather then use gift certificates, this way it doesn't affect my profit reporting
    (vagaro advised me to do it this way in a help chat )

Please sign in to leave a comment.
Powered by Zendesk