A gift certificate or gift card is a voucher a customer gives someone as a present. You can configure it to be for a service or a dollar amount and choose from various pre-made templates and designs when creating and selling them to your customers.
Once a gift certificate is created and sold to a recipient, it can be redeemed on the Checkout screen.
Related Articles:
-
Go to Checkout and select a customer.
-
Tap Shopping Cart.
-
Tap +Add Item and then select Gift.
-
Enter the Gift Certificate number or use Auto Generate and then tap Done.
The Add Gift Certificate screen displays.
-
Fill in the gift card fields:
-
Service/Class: Tie this gift certificate to a specific service or class. (Optional)
-
Amount: If you don't tie the certificate to a service/class, enter the value.
-
Expire on: Select an expiration date using the calendar pop-up, or leave set at Never.
Check your state’s regulations for gift cards and certificates for information and expiration.
-
Sender's Name: Will be filled with the selected customer.
-
Recipient's Name: Start typing the name of a current customer, and it will fill in. Tap New to create a new profile if the person does not have a customer profile.
Note
A customer must have a profile when a gift certificate is created and issued. The profile must include at least a first and last name.
Note
If you do not know the recipient's contact information, create a customer profile of "Gift Certificate" to use. A customer only needs to provide the gift card or certificate number at checkout to redeem it.
-
Message: The buyer can provide a message to the recipient.
-
Select Print Gift Certificate to print a paper copy.
-
Select Send email to [recipient's name] to email the certificate to the recipient.
If you select Send email to, confirm your choice in the pop-up screen:
-
-
Select a template type.
Choose from pre-configured template designs and images or use your Business Created designs.
-
Tap Preview to preview the certificate.
-
On the preview screen, tap the back arrow to make changes or Save to complete.
-
Tap Done.
-
Complete the transaction by entering the payment and clicking Checkout.
You'll have another opportunity to print the new Gift Certificate.
-
To redeem a gift certificate, go to Checkout and select a customer.
-
Add a service, class, product, package, or membership.
-
Tap Gift Certificate in the payments area.
-
Select a gift card from the list or enter the card number in the search field and tap Search.
When the card is found, you’ll see the card number, the recipient’s name, the current balance on the card, and the sale amount pre-filled under Use Amount. You can change how much to use if wanted.
Note
If a customer has multiple gift cards or certificates, you’ll see them all listed here. Use the switches to select which one to use.
-
Tap Done.
-
If there is any remaining payment due, enter it and then tap Checkout.
To add value to a gift card or certificate with a 0 balance, start from Checkout, select the customer (gift card recipient,) and run a process similar to selling a new card.
-
On the Checkout screen, with the recipient selected, tap Shopping Cart, +Add Item, and then Gift.
-
Enter the number of the certificate you are resetting.
-
Tap Done.
-
Enter the value you are adding to the card.
-
In Recipient's Name, enter the card holder's name (it will be in both Sender and Recipient name fields.) Or you can enter a different name for Recipient.
-
For other fields:
-
Enter a Message, if wanted.
-
If you want to send an email notification, check Send email to: [recipient name].
-
Check or clear Print Gift Certificate to print a copy or not.
-
Tap Select Design.
Select a preferred Template type and design.
-
-
Tap Add to Cart.
-
An alert screen pops up, telling you that this GC number already exists. Click Reset Gift Certificate to continue.
-
The Gift Certificate number changes to add a reset sequence number (-0001, etc.)
-
Tap Add to Cart again.
-
Tap Done.
-
Complete the checkout process.
Comments
0 comments
Please sign in to leave a comment.