Selling gift cards in-house

There are multiple ways to sell a gift card:

1. From the 'Customers Profile' (in the Gift Card / Credit tab)
2. From the 'Gift Cards' page (Manage > Gift Cards)
3. By adding a gift card to a sale (explained below)

To sell a gift card via a sale, open the sale and click:

• The down arrow next to + Product, then
• Add gift cards

There are two options for creating gift cards:

Option 1: The gift card can be Gifted to a customer.

This means that it will be emailed to the customer as a gift at a scheduled time.

The gift card will not be linked to the customer file until the customer views the email and follows the prompts to claim it.

Option 2: The gift can be Assigned to the customer,

This means the gift card will be immediately noted in the recipient's customer profile.

Custom numbers: You may enter your own gift card number in the 'Custom Number field'. This number will replace the system-generated number and will be valid for use when paying online.

You can also use the Search existing gift cards option to find unpaid gift cards:

• Select the recipient name in the Customer field.
• Select a gift card from the list

Once the gift card is created/selected, it will appear in the sale, where you can click Pay now to pay for it:

Your gift cards can all be viewed by clicking:

• Manage in the main menu, then
• Gift Cards

On this page, you can:

1. Edit gift cards (including the scheduled delivery details)
2. Email gift cards
3. Create or view a gift card sale (if unpaid, the sale button will be blue)
4. View the history of gift cards
5. Delete gift cards
6. See gift card numbers (either the system-generated number or your customer number)
7. See if gift cards are unclaimed by customers
8. View the scheduled delivery time

New gift cards can also be created on this page.

A customers gift cards can be found in their customer profile by clicking:

• Customers
• The customer name, then
• The Gift Cards / Credit tab