How do I set up a gift card (through standalone and through retail)

Gift Cards Via Standalone Services

To set up a gift card through standalone, you will need to go to

1. Settings
2. Rates
3. Addons.
4. New Addon

There, you can create a new add on and name it “Gift Card” and set the pricing to charge as ‘price on request’ by checking off the box to ‘set final price on booking confirmation’.

This way, when a customer selects this, they would need to inform you of the amount they would like to put on the gift card. Alternatively, you can create multiple “Gift Card” rates at varying fixed prices for them to choose from or create one rate with “price based on selected option” for the client to select the amount they wish to purchase from your list of options. Once the customer has completed the purchase, you can apply it as a credit to their account or the account they purchased the gift card for (details below).

Gift Cards Via Retail

You can also set up Gift Cards as Retail Items. This option would require you to create a category for gift cards, and add the gift cards, with their various amounts, as products for retail for customers to select from, as products cannot be priced on request.

1. Settings
2. Retail
3. Categories – create category for Gift Cards
4. Products
5. Add New Retail Product
6. Add Image (optional)
7. Add Catagory
8. Add Inventory (Has Unlimited Inventory)
   

How to Add the Purchased Amount to the Customers Profile

The procedure of applying the purchased amount as a credit on the customer’s profile is the exact same for either option above. On the Credit History Page, you can select the “Add Credit” button to apply the purchased gift card amount.​

When adding the credit, make sure to enter the amount purchased, the method of this credit, in this case, will be “free credit”, and the reason for credit, in this case, you can enter “gift card” to help you keep track of the credits in your records. ​Once you are done filling out all the information needed you can click “Accept Payment”.

The credit amount entered will appear on the customer’s overview profile in the top right corner of the screen as “available credit”.

When a credit amount is on a customer’s profile, any payments will automatically pre-select the customer’s credit as the payment method. You can always choose to use the credit at a later time by simply changing to an alternate payment method.

For those facilities using an integrated payment processor, your customers can pay for booked orders or any outstanding balances using said customer credit (optional). To enable the customers to pay with available credit:

1. Settings
2. Payments
3. Online Payment Settings
4. Allow customers to pay online with credit (if available)
5. Yes
6. Save
   

Your customers will then be able to choose to pay for their booked reservations or outstanding balances using the available customer credit.