How to Edit a Gift Certificate

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

• Click Reports at the top of the screen.
• Select Gift Certificates on the left side of the screen. 
• Click Run Report after adding the appropriate search filters.
• Locate the gift card. Click on the drop-down under Action. Then select Edit to assign a different service or class to the gift certificate. You also can change the expiration date. 

Let's get started!

1. Click Reports. 

2. Select Gift Certificates. 

3. Click on the drop-down under Status to filter the report by a specific status. 

4. Click Run Report.

5. Locate the gift card. Click on the drop-down under Action. Then select Edit. 

6. If the gift certificate is tied to a service or class, you can add a different service or class to the item. Just click on the drop-down under Edit Service/Class to make the selection.

Click on the calendar icon to change the expiration date. Click Submit when you're finished. 

7. If the gift certificate is tied to a dollar amount, you can change the expiration date. Just click on the calendar icon to make the change.