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Edit Gift Certificates

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Donna J
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A gift certificate or gift card is a voucher a customer gives someone 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 edit and make changes to a gift certificate, follow these steps:

  1. Navigate to Reports → Gift Certificates.

    click_reports.png

  2. Configure filters and Advanced Filters and then click Run Report.

    click_run_rpt.png

  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.

    gc_action_1.png
    price_gc.png

  4. To edit a Service-based gift certificate:

    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 or Send Email to: [customer name], then click Next.

      edit_price_based.png

    3. Click Update Gift Certificate on the Preview Screen.

      preview_svc_change.png

  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.

      convert_conf.png

    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, image, and expiration date.

      10.png

    4. Click Next.

    5. Click Update Gift Certificate on the Preview screen.

      9.png

  6. Edit a Price-based gift certificate.

    1. Change Template Type, Image, Amount, and Expire On as you want.

      10.png

    2. Check the boxes for Print Gift Certificate, and Send Email to: [customer name] on or off.

    3. Click Next.

    4. Click Update Gift Certificate on the Preview screen.

      9.png

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