You can create gift certificates as donations or use them to track ones that have been sold from another program or system in Vagaro. Just follow the steps below.
How to Create a Gift Certificate
1. Click Reports. Next, click Gift Certificates.
2. Click New Gift Certificate.
3. Enter the Gift Certificate number or scan it if you have a barcode reader. Clicking Auto Generate will automatically generate a number.
4. Click on the drop-down menu to select a Service or enter a dollar amount for the Gift Certificate. Click on the calendar icon to set an expiration date.
Note: Selecting a Service is Optional. If you select a Service, the Gift Certificate will be tied to that Service. Thus, you will not be able to transfer it to a dollar amount. Certificates that are tied to dollar amounts can be used for any other services.
5. Enter the names of the sender and recipient. Their names will appear once you begin typing them. Click on them once they appear. Click New to create a new profile if the person does not have a customer profile.
Please note: A customer needs to have a profile when a gift certificate is created and issued. The profile can be brief but must at least include the customer's first and last names.
In cases where the customer purchasing the certificate does not want to enter his or her name, the field can be replaced with a name such as "Promotional Gift Certificate."
6. Enter a message. Next, click on the checkboxes below to print a physical copy or email a copy of the certificate to the recipient. The sender will always receive a copy when the certificate is checked out.
7. Click on the drop-down menu to select a template. Next, click on the image you want. Click Next when you are finished making the selections.
8. Click Save when you are done viewing the Gift Certificate.
Comments
8 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.
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