If you switched from another booking system and gave customers gift cards before signing up for Vagaro, you can bring those gift cards over. Transferring a gift card doesn't create a sale, so the balance won't show up as revenue or need to go through Checkout. You can import them by starting a premium import with Vagaro's Imports & Onboarding Team, or enter them manually from the Gift Cards report. If you want to start a premium import, see Import Your Business from Another Software.
If you want to manually enter your gift cards, you'll need to repeat the steps below for each gift card.
Prerequisites: This feature is available for all Vagaro businesses.
To add a gift card:
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Select → → . The report shows every gift card that still has a balance.
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In the top-right corner, select → .
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Enter the Gift Card # or select Scan to use your device's camera to scan the physical card. Select Done to add the gift card.
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In the Price field, enter the old card's remaining balance. If you don't want to assign a value, you can choose a Service/Class/Add-On instead.
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Choose a gift card design. Designs you've uploaded appear in Business Created, or you can use one of Vagaro's templates. A design is required even for a physical card.
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Optionally, fill in the following fields:
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Expires On: The expiration date of your gift card. Gift card rules vary by state, including when gift cards can expire and whether customers can redeem them for cash. For details, see Gift Cards and Gift Certificates Statutes and Legislation.
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Sent From: The person purchasing the gift card.
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Recipient: The person who will receive and use the gift card. If they aren't on your customer list, leave this field blank or create a new profile for them.
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Message: The message shown on the digital gift card.
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Send Now: Whether the gift card goes out as soon as you save it. This is on by default. To choose a delivery day and time, turn this off.
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Email Gift Card to Recipient: Whether the recipient gets the gift card by email. To add the gift card without emailing the recipient, turn this off.
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Print Gift Card: Whether to print the gift card.
Note
If you select a recipient, they get the gift card by email as soon as you save it.
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Select Next.
To add a gift card:
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Select → . The report shows every gift card that still has a balance.
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In the top-right corner, select New Gift Card.
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Enter the Gift Card Number or scan the physical gift card.
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In the Amount field, enter the old card's remaining balance. If you don't want to assign a value, you can choose a Service/Class/Add-On instead.
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Choose a gift card Template Type. Designs you've uploaded appear in Business Created, or you can use one of Vagaro's templates. A design is required even for a physical card.
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Optionally, fill in the following fields:
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Expire On: The expiration date of your gift card. Gift card rules vary by state, including when gift cards can expire and whether customers can redeem them for cash. For details, see Gift Cards and Gift Certificates Statutes and Legislation.
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Sender's Name: The person purchasing the gift card.
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Recipient's Name: The person who will receive and use the gift card. If they aren't on your customer list, leave this field blank or create a new profile for them.
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Send On: The day and time the recipient gets the gift card by email. This is set to Send Now by default. To schedule delivery, choose a day and time.
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Message: The message shown on the digital gift card.
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Print Gift Card: Whether to print the gift card.
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Send email to: Whether the recipient gets the gift card by email. To add the gift card without emailing the recipient, turn this off.
Note
If you select a recipient, they get the gift card by email as soon as you save it.
When you're done, select Next.
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A preview of the digital gift card appears. If no additional changes are needed, select Add Gift Card.
Comments
12 comments
When a gift certificate that was given for free is redeemed, does it show up as profit in reports?
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.
Is there an answer somewhere???
Has this ever been address?
great question. I also noticed when you void a transaction, it still shows a gross income. Not good for monthly reconciliation ease.
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 )
hello, can i import previous gift certificates? I have them all in excel, thanks
Amy,
Yes, we do allow for the import of old gift certificates. You will need to provide us an Excel spreadsheet to support@vagaro.com. We require some basic information: First / Last name or sender and recipient, gift certificate ID, amount on the gift certificate. Some optional information that would help with your tracking of import would be: expiration dates and the initial balance.
We have several local businesses and charities who purchase gift certificates for charity events to auction for fundraising. In this scenario, we don't have the recipient name until they contact us to use the gift certificate. Is it possible to transfer gift certificate money between clients? Let's say that "Sally" buys a gift certificate for United Cancer Services fundraiser. We have simply been assigning the gc to Sally but then when someone else calls and books the appointment and wants to use the gift certificate.....it is under "Sally" instead of them. Anyone else have this issue? Options for handling it? Thanks!
What if you don't have the recipient's information?
How can I sell or donate a gift certificate without the recipients email address? The system does not let me put it in wihtout one. For example, if I donate a 6 pack of classes to a charity auction, even the person getting these gift certificate from me doesn't know the recipient's email. Also a lot of people do not know or want to provide the recipients email address.
Hello Kris, Ashley, and JD,
In situations where you do not know the contact information of the recipient or if the Gift Certificate is being donated, we recommend creating a Customer Profile called "Gift Certificate" and assigning the Gift Certificate to that profile. As long as the person who is going to be redeeming it has the Gift Certificate number, you will be able to redeem it on any profile. You can do this by searching the number after clicking the Add button next to the Gift Certificate payment option on the Checkout screen.
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