Edit Gift Certificates

A gift certificate or gift card is a voucher that a customer gives to someone as a present. You can configure it to be for a service or an amount and choose from various pre-made templates and designs when creating and selling them to your customers.

To edit and make changes to a gift certificate, follow these steps:

1. Navigate to Reports > Gift Certificates.
   
2. Configure filters and Advanced Filters and then click Run Report.
   
3. Find the certificate on the list. Click the Action drop-down menu and then select Edit.
   
   Note: If this is a Service-based gift certificate, you'll also see an option to Convert to Price-Based GC.
4. To edit a Service-based GC:
   
   1. Click Edit on the Action menu.
   2. Edit the Service, No. of Visits, Expiration Date, Message, Template Type, and Image, as you want. Check Print Gift Certificate and Send Email to: [customer name], and then click Next.
      
   3. Click Update Gift Certificate on the Preview screen.
      
5. To convert a service-based to a price-based gift certificate:
   1. Click Convert to Price-Based GC on the action menu.
   2. Confirm.
      
   3. The Amount field is filled-in, based on the price of the service that had been previously selected.
      You can also change the template type and image, and the expiration date.
      
   4. Click Next.
   5. Click Update Gift Certificate on the Preview.
      
6. Edit a price-based gift certificate:
   1. Change Template Type, Image, Amount, and Expire On, as you want.
      
   2. Check boxes to Print Gift Certificate, and Send Email to: [customer name] on or off.
   3. Click Next.
   4. Click Update Gift Certificate on the Preview screen.