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.
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