Gift cards

Issuing a gift card, checking a balance and handling problems.

Gift Cards > All Gift Cards

1. 1

   Check a balance

   Gift Cards > All Gift Cards, then Search for the code. Each row shows Total Added, Total Used, Balance, State and whether it was purchased online.

2. 2

   Issue one as staff

   Create Gift Card (Admin Path) lets you set the Code (or press Auto Generate), whether it can be used with offers, State, Amount, Start Date and Expiry Date, plus Description/Notes.

3. 3

   Date basis

   'Start/Expiry Date Based On' decides whether the dates are checked against the booking date or the date the booking was made. Booking date is the usual choice.

4. 4

   Sell one to a customer

   Create Gift Card (Customer Path) runs the normal purchase journey so the customer gets the standard email.

5. 5

   Include pending

   Tick 'Include pending?' to also see cards from purchases that haven't completed payment.

6. 6

   Report

   Reporting > Downloads > GIFT CARD > Current State gives you a full outstanding-balance export for accounts.