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:
- Navigate to Reports > Gift Certificates.
- Configure filters and Advanced Filters and then click Run Report.
- 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. - To edit a Service-based GC:
- Click Edit on the Action menu.
- 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.
- Click Update Gift Certificate on the Preview screen.
- To convert a service-based to a price-based gift certificate:
- Click Convert to Price-Based GC on the action menu.
- Confirm.
- 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. - Click Next.
- Click Update Gift Certificate on the Preview.
- Edit a price-based gift certificate:
- Change Template Type, Image, Amount, and Expire On, as you want.
- Check boxes to Print Gift Certificate, and Send Email to: [customer name] on or off.
- Click Next.
- Click Update Gift Certificate on the Preview screen.
- Change Template Type, Image, Amount, and Expire On, as you want.
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