In this article, learn how to create, sell, and redeem gift cards.
APPLIES TO: Admins
Last updated: June 23, 2023
Creating a Gift Card
- To begin creating a gift card, click on "Retail" from the navigation panel on the left hand side of the screen. Once at the "Retail" landing page, select the black circle with the plus sign.
- Next, enter "Gift Card" in the "Name" box. "Retail Vendor" can be left blank. Leave the "Cost" box blank, and enter $10 in the "Price" box.
- In the "Product Description" box enter "Gift Card"
- In the "Retail Category" section, enter whatever your business prefers.
- Under the "Product Options" heading on the left side of the screen, select "Add Option"
- Under "Option Name" enter “Amount.” In "Add Value" enter the different gift card amounts you want to offer.
- Then select "Create."
- Once created, scroll down to the bottom of the page. Under "Product Variants" change the price to appropriate price for each variant.
- Finally, select Publish!
Selling a Gift Card
- To sell a "Gift Card" first navigate to "Point of Sale" from the green plus sign on the right hand side of the screen.
- Once in POS, select the client you would like to sell a gift card too.
- Then you will see the memberships, credit passes, etc. that are for sale. Either scroll down or search for the "Gift Card" you would like to sell. Select the gift card and select the amount.
- Finally, select "Add to Cart" and follow all the way through with the transaction.
Noting on a Client's Account
This is the key first step to be able to redeem the "Gift Card" for clients later.
- First, navigate the "Contacts" page from the navigation panel on the left hand side. Select the client that will be receiving the Gift Card and open their Client Profile.
- Next, scroll down to the "Notes" section. Click on the pencil icon.
- Then type in the date and how much was purchased on the gift card. Make sure to hit Save.
Redeeming a Gift Card
- Navigate to the Client Profile to see how much is on their account. This would be in the notes section.
- Next, begin the transaction in POS. Continue as standard practice until you arrive at the "Discounts" page. Select "Add Discount"
- Manually enter the amount you'd like to discount.
- Complete the transaction. Return to the client profile to update the Gift Card note. Type in how much was used and the date. Track the remaining balance on the gift card, if applicable. Hit save.
Single Transaction Example
Multiple Transactions Example
