After you have created and activated a gift card, you can sell it through your store. Gift cards can be emailed or printed, or you can give a client a custom physical gift card after selling them a gift card through your store.
You can also sell QUICK gift cards from your store after you set up your QUICK gift card template. To sell a QUICK gift card, you must add one or more Purchase Option or product to the shopping cart in the store, then create a QUICK gift card. This will create a gift card containing the items that were in the shopping cart. Gift cards can be emailed to a client, printed, or both after they have been purchased.
Key tips before you begin
Clients don’t pay tax when they buy gift cards. This is because tax is applied when they use their gift cards to buy products or Purchase Options.
Staff members and clients cannot load new dollar amounts onto gift cards that have already been sold to clients.
When selling a gift card with a set dollar value from the store, changing the dollar value in the Amount field in the shopping cart won’t change the value of the gift card. For example, if you’re selling a client a $100 gift card and change the dollar value in the Amount field to $60, the client will only pay $60 for a $100 gift card. To sell gift cards with different dollar values, you must create different gift cards with unique dollar values or allow custom amounts to be set at checkout. For more information, see Creating or modifying a gift card with set dollar values.
Sell a gift card
To sell a gift card, complete the following:
Click the App Drawer button
then click View All > Store.
Select the client to whom you are making the sale in one of the following ways:
To select an existing client, in the SEARCH OR ADD CUSTOMER box, type the client’s name, and then select the client.
To create a new client, click Add Client to create a new client profile, and then select the client.
To make the purchase anonymously (i.e., without associating it with a client profile), click Walk-In.
Under Products and Services, search for and click the gift card you want to sell.
Select whether the gift card should be emailed or printed by selecting Email or Print.
If you're selling the client a custom physical gift card, select Print. You won’t be required to print a copy of the card after the sale is complete.
If you are selling a gift card with a dollar value, select the value from the list next to Amount or select other and enter a custom value.
Enter the client’s and the recipient’s information in the provided fields.
If you chose to email the gift card, you can choose to send the card on a specific date by selecting a date next to Send On.
To assign the gift card a custom number, select the Assign a custom gift card number and enter the number in the box.
If you are selling the client a custom physical gift card, enter the number from the card or scan the card with a barcode scanner to populate the gift card number automatically.
Click Add to cart.
If required, transfer the gift card to another client:
Click the More button
and select Transfer.Under Transfer this gift card to, enter the name of the client who will receive the gift card.
Select the client from the list.
Click Proceed to Checkout.
Select each payment method the client wants to use (e.g., Virtual Terminal, Card Swiper, Cash). In most cases, the total payment is split between the selected payment methods equally, but you can adjust the amounts as required. If you select Gift Cards, you must enter the required code, and the amount on the gift card will be automatically entered.
Click Complete.
To print the gift card, see Printing a gift card.
If you are selling a custom physical gift card, you can give the card to the client once the purchase is completed. It is not necessary to print a copy of the card.
If you have enabled the gift card notification, it will be sent to the client who receives the gift card regardless of whether it was a virtual or physical gift card.
If you transferred the gift card to another client, the gift card will appear in the Passes & Memberships page of the client who received the gift card.
Sell a QUICK gift card
To sell a QUICK gift card, complete the following:
Click the App Drawer button
then click View All > Store.
Select the client to whom you are making the sale in one of the following ways:
To select an existing client, in the SEARCH CLIENT box, type the client’s name, and then select the client.
To create a new client, click + Add Client to create a new client profile, and then select the client.
To make the purchase anonymously (i.e., without associating it with a client profile), click Walk-In.
Under Products and Services, search for the items you want to add to the QUICK gift card and click Add to cart.
In the shopping cart, click QUICK Gift Card.
If this option is not displayed, click the Options button
at the top of the page next to the shopping cart and select QUICK Gift Card to enable QUICK gift cards.
Select whether the QUICK gift card should be emailed or printed by selecting Email or Print.
Enter the client and the recipient’s information in the provided fields.
If you chose to email the QUICK gift card, you can send the card on a specific date by selecting a date next to Send On.
To assign the QUICK gift card a custom number, select the Assign a custom gift card number checkbox and enter the number in the box.
Click Add to cart.
Click Proceed to Checkout.
Select each payment method the client wants to use (e.g., Virtual Terminal, Card Swiper, Cash). In most cases, the total payment is split between the selected payment methods equally, but you can adjust the amounts as required. If you select Gift Cards, you must enter the required code, and the amount on the gift card will be entered automatically.
Click Complete.
To print the gift card, see Printing a gift card.
A receipt can be printed or emailed to the client at this time. For more information, see Printing receipts and Emailing receipts.