After selling your gift cards online or in-house, you can manage and modify them from the Gift Cards Report. From this report, you can change the balance, edit, and void gift cards. At first, the report will only display Outstanding gift cards that still have a balance, but you can filter and sort the report to show voided, redeemed, and expired gift cards as well.
Prerequisites: This feature is available for all Vagaro businesses.
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On the Phone: Go to → →
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On the Web, Tablet, and Paydesk: Go to → .
Note
The default report displays all Outstanding gift cards sorted by gift card number (GC No).
If your business sells a lot of gift cards, you may not be able to find the gift card you want to review at first. Luckily, you can filter the report to get more granular information.
To filter the Gift Card Report:
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From the Gift Card Report, select the Filter
button.
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Filter and Sort the report with the following options:
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Search Fields: Limit your search to a specific field, like gift card number, recipient, purchaser, expiration date, etc. Select Any to choose all of these fields.
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Search Value: Enter your search. You can search for the recipient's name or the gift card number.
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Status: Filter by gift card type, for example, expired, redeemed, or refunded gift cards.
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Purchase At: Filter by where the gift card was purchased, for example, your booking widget, online booking page, in-house, etc.
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Merchant Accounts: Filter by what merchant account the purchase was deposited into.
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Sort By: Sort your report by purchase data, gift card number, purchase date, etc.
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Select Run Report to apply filters.
To filter the Gift Card Report:
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From the Gift Card Report, select Advanced Filters to view all available filters.
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Filter and Sort the report with the following options:
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Search Fields: Limit your search to a specific field, like gift card number, recipient, purchaser, expiration date, etc. Select Any to choose all of these fields.
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Search Value: Enter your search. You can search for the recipient's name or the gift card number.
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Status: Filter by gift card type, for example, expired, redeemed, or refunded gift cards.
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Purchase At: Filter by where the gift card was purchased, for example, your booking widget, online booking page, in-house, etc.
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Merchant Accounts: Filter by what merchant account the purchase was deposited into.
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Select Run Report to apply filters.
Staying on good terms with your clients is an important part of your business; however, mistakes happen, and customers may get disgruntled. If you want to build your client relationships, you can manually top up a gift card without charging the customer.
To change the value of a gift card:
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Go to → → . The report will display all outstanding gift cards. You can filter this report by selecting the Filter
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Select the gift card you want to modify.
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Select Edit.
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Enter a new Amount to change the gift card balance.
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Toggle on Print Gift Card or Send email to: to print or email the updated gift card for the customer.
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Select Next to save.
To change the value of a gift card:
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Go to → .
The report defaults to all outstanding gift cards. You can set up filters and click Run Report to change the list.
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Select the Action
menu, then Edit.
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Select Edit.
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Modify the Amount box to change the gift card balance.
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Select Next to save.
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Select Update Gift Card on the Preview screen to finish.
If you want to see how often a customer uses the gift card you sold them, you can view this information from the Gift Card Report.
You may need to void a gift card. You can easily void any gift cards from the Gift Cards Report.
To void a gift card:
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From the Gift Cards Report, find the gift card you want to void.
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Select the Action
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Enter a reason for voiding this gift card.
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Select Save to confirm.
The system will filter out the voided gift card from your report, unless you included voided gift cards in filters.
If a customer has a gift card for a specific service (haircut, massage, etc.), you can convert it to a price-based card. Then, the customer can use that gift card for anything in your business; it's no longer tied to the original service or class.
To convert a gift card:
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From the Gift Cards Report, select the gift card you want to convert and select it.
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Select Convert to Price-Based GC.
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Select Convert to Price-Based to confirm—the gift card editor popup displays.
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Make any needed changes to the gift card. You can change the balance, template, and when the gift card expires. Amount is the balance of the gift card.
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Select whether to Print Gift Card and/or Send Email to:.
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Select Next to apply changes.
To convert a gift card:
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From the Gift Cards Report, select the gift card you want to convert.
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Select the Action
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Select Convert to Price-Based to confirm—the gift card editor popup displays.
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Make any needed changes to the gift card. You can change the balance, template, and when the gift card expires. Amount is the balance of the gift card.
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Select whether to Print Gift Card and/or Send Email to:.
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Select Next to apply changes. Vagaro will generate a preview of the gift card.
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Select Update Gift Card to finalize.
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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