How to Manage Gift Certificates (On the Mobile Version)

A gift certificate is a voucher that a client gives to another customer as a present. You can add a dollar amount or service to it and choose from a variety of pre-made templates and designs when creating and selling them to clients. 

To see and manage customer gift cards and gift certificates on the Mobile Version of Vagaro, follow these steps:

• Tap Customers at the bottom of the screen.
• Select the client.
• Select the GC option in the customer's profile to view and manage the client's gift cards. 

Tracking and Managing Gift Certificates on the Mobile Version 

1. Tap Customers at the bottom of the screen. 

2. Enter the name in the search box. Then select it from the drop-down. 

3. Tap the GC tab on the customer's profile. 

4. Select All to see all of the customer's gift certificates. Select Outstanding to see the client's gift cards that still have a remaining balance. Select Redeemed to see gift certificates that have been redeemed and no longer have a remaining balance.

Select Voided to view gift cards that have been canceled. Click Expired to see all of the customer's expired gift certificates. 

5. Find the gift certificate on the list. Then select it to view more details. Let's first view a gift card that has a dollar amount. 

6. The business name, the gift certificate number, as well as the current balance,  appear at the top. Tap Print to get a paper copy. Tap More Info to view more details. 

7. If you selected More Info in the previous step, you'll be able to see the original amount (Initial Amount), the person who created the item (Created By) as well as the current balance (Balance). 

8. Scroll below to view more details, including the history of the gift certificate. For example, you can see the initial value of the gift card, if it's been redeemed, as well as any other status changes. 

9. Let's now view a gift certificate that has a service. Find the item in the client's profile. Then select it below. 

10. The business name, the gift certificate number, as well as the current balance, appear at the top. Tap Print to get a paper copy. Tap More Info to view more details. 

11. If you selected More Info in the previous step, you'll be able to see the initial amount, the person who created the gift card (Created By), as well as the remaining balance (Balance). 

12. You'll also be able to see if the item has been redeemed, the total dollar amount that was used as well as the current balance. You'll, additionally, be able to see the client who redeemed the certificate as well as any other status changes.