A gift certificate or gift card is a voucher a customer gives 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.
Follow the steps below to track and manage gift cards and certificates in Vagaro.
Note
These actions can only be performed using the Web application.
Related Article: Use Vagaro Gift Cards for Donations or Transfers from Another System
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Go to → → .
The default report displays all Outstanding gift certificates sorted by Gift Certificate number (GC No).
As with other Vagaro reports, you can print or export the Gift Certificate report using the on-screen buttons,
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To filter the report, use the fields at the top of the screen to make selections.
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Select a Search Field from the drop-down list, and then enter a value to search for.
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Select a Status from the choices:
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Expand the Advanced Filters option to choose a purchase location:
These locations include:
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My Vagaro Page (your Vagaro Booking page)
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My Vagaro Website (your Vagaro custom website)
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My Widget (the Vagaro widget that you added to your own website)
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In-House (your Vagaro account)
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Gift Certificates Management page
When done, click Run Report.
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Select New Gift Certificate to create a new gift certificate.
This option is helpful if you want to manually add a gift certificate that was created on a previous system.
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Select the Action drop-down for the following options:
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Edit the gift certificate. This allows you to change the expiration date or value or assign it to a new service or class. You can also change the Gift Certificate "template" or design by selecting a new one from the list of templates.
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View History. This allows you to see if there were any changes to the balance.
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Void the gift certificate.
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View the gift certificate. Also, print and email a copy.
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Convert to Price-Based GC. This option is only available for Gift Certificates created for a specific Service. Use it to change to a dollar amount not tied to a service.
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Select Void from the Action menu.
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Enter a reason for the action in the pop-up dialog and select Save.
If a customer has a gift certificate that is for a specific service (haircut, massage, etc.,) you can convert it to a price-based certificate. Then the customer can use that gift certificate for anything in your business; it's no longer tied to the original service or class.
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Select Convert to Price-Based GC from the Action menu.
(In the example, 3 “Child’s Haircut and Style” visits cost $360.00.)
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Click Convert to Price-Based.
The gift certificate edit screen displays the cost of the originally selected services in place of the services.
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Select options for the converted gift certificate and then click Next to preview the new gift certificate.
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Complete the conversion by selecting Update Gift Certificate, go Back to make other changes to the gift certificate, or Close to cancel the conversion.
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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