Selling/Redeeming Gift Cards Overview

**SELLING A GIFT CARD**

• Click ‘Add’ from the top right hand corner and select ‘Transaction’.

• Search for the client you want to assign the gift card to (or select ‘Walk In’).
• Click ‘Buy Gift Card’.

• Enter the Gift Card I.D (this can be scanned or typed), the value being added to the card and set an expiration date (you can turn the expiration date off here should you wish to). When done, click ‘Add To Order’. Then click ‘Proceed to Payment’.

• You will see a confirmation message that the gift card was added to the checkout.

• Select the Employee you wish to attribute the sale to and click ‘Payment’.
• You can now complete the checkout process as normal.

**THIS PROCESS CAN ALSO BE DONE AS PART OF AN APPOINTMENT. SELECT THE APPOINTMENT, CLICK ‘CHECK OUT’ AND THEN FOLLOW THE INSTRUCTIONS ABOVE**

**REDEEMING A GIFT CARD**

• Go through the check out process and under Payment Method, select ‘Gift Card’.
• Scan/type the gift card and it will bring up the card balance. Enter the value being redeemed in the ‘Amount’ field and click ‘Add Payment’.

• Click ‘Pay’ and complete the transaction as normal.

**GIFT CARD OVERVIEW**

You are able to view all the gift cards that are both active, redeemed or expired within the business. You can also edit gift cards within this section.

• Select ‘More’, then ‘Gift Cards’.

• You will now see a list of all gift cards in the system. You can change the status filter type by clicking ‘Filters’ and selecting the option you are after.

• To edit any gift card (you can alter the value, expiration dates and more), click on the gift card from the list and click ‘Edit’. When you have finished making your changes, click ‘Save’.