The Gift Certificates plugin is an optional feature that lets you sell gift certificates to customers. Customers that purchase gift certificates will receive an email with an attachment of their gift certificate. They can then print it and redeem it on their next visit.
How to Enable Gift Certificates
TIP:After enabling the Gift Certificate plugin, refresh your web browser to see the "Gift Certificates tab" in the Navigation Bar.
How to Disable Gift Certificates
Setting Up Gift Certificate Send Options
Gift certificate "send options" are the delivery preferences given to your customers and staff members when adding and purchasing gift certificates. By default, the gift certificate "send options" are not enabled when the plug-in is activated. Choosing your send options should be the first step in setting up your gift certificates plug-in.
NOTE:The "Other" send option relates to customer pickup.
Creating a Gift Certificate Through Site Administration
Here are some of the key fields:
Enter the dollar amount of the gift certificate.
Select the format or send option.
The Gift Notes field allows you to enter a message for the recipient, such as "Happy Birthday Sweetheart!"
The sender information is where you will enter details about the person purchasing the gift certificate. If the person purchasing the gift certificate is an existing customer, you can select their name from the drop down menu which will them automatically fill in their information for you.
The recipient information section is where you enter details about the person receiving the gift certificate. If the recipient is an existing customer already, you may also select their name from the drop down menu.
The default for each gift certicate entered willl be "Unpaid" and "Unused". This is for labeling purposes only. To setup a payment for a gift certifcate, make sure to add the gift certifcate while processing a transaction through the POS module.
Lastly, there is a special instructions box where you can enter any information that needs to passed along to the company.
Once you have filled out all the information, click on the "Add" button at the bottom of the page. If you selected the option of emailing the gift certificate to the recipient, then they will receive an email containing a printable gift certificate. If you selected the option of e-mailing the gift certificate to the sender, then the sender will receive an e-mail containing a printable gift certificate. The other options are mail to the recipient, mail to the sender or customer pick up. For each of those three options, you are responsible for the customer getting their gift certificate. For example, if they select to have it mailed to the recipient, you will have to mail it to them.
How Customers Purchase Gift Certificates From the Customer View
When a customer enters your web site and clicks on the link to make an appointment, they will see a link at the top of the page that says Gift Certificates. It is not necessary for them to be logged in when purchasing a gift certificate. When they click on the gift certificates link, a page opens that they will need to fill out. It asks for the sender and recipient information. If they are an existing customer, they can log in and have their information automatically fill in. After they select the amount of the gift certificate and fill in all the information, they will click on the Add To Basket button. They can then add another certificate or check out. When they select the check out button, they are prompted for their payment information.
Payment Methods Used When Customers Purchase a Gift Certificate via the Customer View
Customers can pay via PayPal, or with a credit card if you have an online merchant account set up (known as a "gateway"). For more information about online merchant accounts, see our customer payments overview.
If you are using the Customer View portion of the system and are set up to accept online credit card payments (or want to have them enter their credit card information for later processing), you can allow customers to purchase their own gift certificates. To enable this, go into the Customer Payments section of Preferences. At the top of that page, you'll see a Gift Certificates section. That is where you would set up your payment parameters. When customers purchase git certificates via the Customer View, it goes into the system as a sales transaction and the gift certificate is created.
How to Sell Gift Certificates via POS
To sell gift certificates via the POS system, you first need to create a product and define the product type as Gift Certificate.
NOTE: PayPal can only be used to accept payments through the Customer View at this time.
Products can be defined as one of four types:
- gift certificate
Gift certificate products display in the "Select Product" drop down list in the POS system.
When you select a gift certificate product from the "Select Product" drop down list, in addition to allowing you to override the default cost and add a quantity, you can also enter in a gift certificate number. This would be used if you are using prenumbered gift certificates.
Near the bottom of the POS page, there is a "Create gift certificate in database?" checkbox. If you have it checked, it will create a gift certificate record in the database. If a gift certificate record is created, it allows you to look it up, add the recipient, edit it, and print it (if necessary). A scenario in which you would not check this box is if you previously created the gift certificate in the Gift Certificate section of site administration.
Gift Certificate Example
Can I Have a Custom Gift Certificate?
If you would like to have a custom gift certificate, you can complete a work request to have this done. Custom Gift Certificates are considered an account modification, extra fees will be addressed upon request.