You can manage all customer gift cards from the Gift Card report, including editing gift cards, changing balances, and voiding cards. By default, the report only shows gift cards with an available balance. You can also use filters and sorting options to view redeemed, voided, or expired gift cards.
Once a gift card has been created, the gift card number, sender, and recipient can't be modified.
Prerequisites: This feature is available for all Vagaro businesses.
To see all gift cards you've sold:
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Select More
→ → .
The report displays all gift cards with outstanding balances.
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To find specific gift cards, select Filter
, then set the report filters.
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Search Fields: Before searching, you can select an option from the list to specify what you want to search for, such as the gift card number, sender, or recipient. If multi-location is configured, you'll also have the option to search by business name.
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Search Value: What you want to search for.
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Status: Filter gift cards by status. By default, this is set to Outstanding, which shows only gift cards with remaining balances. You can change the status to view gift cards that have been fully redeemed, refunded, or voided.
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Purchase At: Filter gift cards by where they were purchased, such as your Vagaro Booking Page, MySite, or in-house
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Merchant Accounts: Filter by which merchant account received the funds.
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Sort By: Sort your report by specific criteria.
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Select Run Report to update.
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To view a specific gift card, select it, then select View.
A preview of the email sent to the recipient will appear.
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To export or print this report, select Action
, then choose to Print, Export PDF, or Export Excel.
To see all gift cards you've sold:
-
Select Reports
→ .
The report displays all gift cards with outstanding balances.
-
To find specific gift cards, apply filters to the report, then select Run Report to update the results.
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Search Fields: Before searching, you can select an option from the list to specify what you want to search for, such as the gift card number, sender, or recipient. If multi-location is configured, you'll also have the option to search by business name.
-
Search Value: What you want to search for.
-
Status: Filter gift cards by status. By default, this is set to Outstanding, which shows only gift cards with remaining balances. You can change the status to view gift cards that have been fully redeemed, refunded, or voided.
-
Purchase At: Filter gift cards by where they were purchased, such as your Vagaro Booking Page, MySite, or in-house
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Merchant Accounts: Filter by which merchant account received the funds.
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To view a specific gift card, select Action
A preview of the email sent to the recipient will appear.
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To sort your report, select the column headers.
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To export or print this report, select an option in the bottom-right corner:
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Export: Save an Excel or PDF version of this report.
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Print: Print a hard copy of this report.
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To check a gift card's balance:
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Select More
The report displays all gift cards with outstanding balances.
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In the top-right corner, select Filters
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Select Run Report.
The Current Balance is shown on each card
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To view a gift card's balance history, select it, then select Balance.
The balance history shows every time the gift card is used, as well as when the balance is increased or decreased.
At the top of the report, you can view the total of all gift cards shown on screen. This lets you quickly see the total balance for a specific customer or, if no filters are applied, your business as a whole.
To check a gift card's balance:
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Select Reports
The report displays all gift cards with outstanding balances.
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Enter the gift card number, sender, or recipient in Search Value, then select Run Report.
The gift card's Current Balance will be shown in the table.
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To view the gift card's balance history, select Action
The balance history shows every time the gift card is used, as well as when the balance is increased or decreased.
At the bottom of the Current Balance column, you can view the total of all gift cards shown on screen. This lets you quickly see the total balance for a specific customer or, if no filters are applied, your business as a whole.
To edit a gift card's balance:
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Select More
The report displays all gift cards with outstanding balances.
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In the top-right corner, select Filters
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Select Run Report.
The Current Balance is shown on each card
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Select the gift card to be changed, then select Edit.
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Update the Amount, then select Next.
Your gift card’s balance history will now reflect a recorded decrease in balance.
To edit a gift card's balance:
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Select Reports
The report displays all gift cards with outstanding balances.
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Enter the gift card number, sender, or recipient in Search Value, then select Run Report.
The gift card's Current Balance will be shown in the table.
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For the gift card to be changed, select Action
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Update the Amount, then select → .
Your gift card’s balance history will now reflect a recorded decrease in balance.
To print or email a recipient's gift card:
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Select More
The report displays all gift cards with outstanding balances.
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In the top-right corner, select Filters
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Select Run Report to update.
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Select the gift card, then select View.
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In the top-right corner, choose an option:
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Print
: Print a hard copy of the gift card.
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Email
: Send an email receipt to the customer by entering one or more email addresses, separated by commas (,), then selecting Send Mail.
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To print or email a recipient's gift card:
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Select Reports
The report displays all gift cards with outstanding balances.
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In the Search Value, enter the purchaser's or recipient's name, then select Run Report.
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Find the gift card, then select Action
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In the Gift Card Receipt, choose an option:
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Print: Print a hard copy of the gift card.
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Send Email: Send an email receipt to the customer by entering one or more email addresses, separated by commas (,), then selecting Send Email.
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To void a gift card:
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Select More
The report displays all gift cards with outstanding balances.
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In the top-right corner, select Filters
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Select Run Report to update.
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Select the gift card, then select Void.
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Enter the reason for voiding this gift card, then select Save to confirm.
To void a gift card:
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Select Reports
The report displays all gift cards with outstanding balances.
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Enter the gift card number, sender, or recipient in Search Value, then select Run Report.
The gift card's Current Balance will be shown in the table.
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Next to the gift card to be voided, select Action
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Enter the reason for voiding this gift card, then select Save to confirm.
If a customer has a gift card for a specific service, such as a haircut, massage, training session, and so on, you can convert it to a price-based card so that the gift card can be redeemed for anything in your business; it's no longer tied to the original service or class.
Keep in mind that price-based gift cards cannot be converted to service-based gift cards.
To convert a service-based gift card to price-based:
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Select More
The report displays all gift cards with outstanding balances.
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In the top-right corner, select Filters
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Select Run Report to update.
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Select the gift card, then select → .
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Update your gift card's design, balance, and expiration, if needed, then select Next.
To convert a service-based gift card to price-based:
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Select Reports
The report displays all gift cards with outstanding balances.
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Enter the gift card number, sender, or recipient in Search Value, then select Run Report.
The gift card's Current Balance will be shown in the table.
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Next to the gift card, select Action
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Update your gift card's design, balance, and expiration, if needed, then select Next.
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A preview of the updated gift card will appear. Select Update Gift Card if no additional changes are required.
Comments
6 comments
What is the best way to provide gift cards or coupons that are in %ages. For example 20% off any service coupon/gift card
How do i change the dates of purchase or set the date of purchase on a gc?
Sjcomella - You cannot change the date of purchase, the date is based on the day you checked out the customer or the day they purchased it online.
I sell GCs in dollar amounts, ie, $75. I don't care if they use it for service, product, or partially. The app increases the $$ if I change visit #, to allow client to use the balance. If they visit 1x, spend $35, resulting in a balance of $40, app shows balance but says "Redeemed". If I add a visit increase, the app increases $$. Not what I want. Need to know how to resolve this.
What is the best way to provide gift cards or coupons that are in %ages. For example 20% off any service coupon/gift card
Nelsa:
Our gift certificates/cards are designed to be for a specific amount that a customer can use to purchase any service, class, product, etc. OR they are issued for a specific service or class.
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