Once a Gift Certificate sale is complete, a gift code is generated and in multiple locations within your account:
- The Credits section of the Client's record who purchased the Gift Certificate.
- The Gift Certificates section of your Business Profile.
- The Gift Certificates Report in the Reports section of Sales.
If the recipient elected to pay with the Gift Certificate at the time of service but does not have it handy, you can copy the code from within your Business Profile and apply it when checking out the Client's appointment.
To locate and copy a code from the Client's record, navigate to your:
- Business Profile.
- Select Clients to open your list.
- Search for and select the Client who purchased the Gift Certificate to open their record.
- Select the Credits tab.
- Highlight and copy the Code in the Certificate column under Gift Certificates.
To locate and copy a code from the Gift Certificates section, navigate to your:
- Business Profile.
- Select Marketing.
- Select Gift Certificates to open Activity.
- Under Activity, enter at least three consecutive characters in Search by Purchaser / Recipient to filter the entries. Note: Selecting a recipient isn't required when purchasing a Gift Certificate. A recipient will only be available in Activity if the purchaser entered one into the To field when filling in a Gift Certificate template.
- Highlight and copy the Code in the Code column.
To locate and copy a code from the Gift Certificates Report, navigate to your:
- Business Profile.
- Select Sales.
- Select the Gift Certificates report.
- Select the Contacts dropdown menu.
- Locate and select the Client who purchased the Gift Certificate.
- Highlight and copy the Code in the Certificate column.
To learn how to redeem a Gift Certificate, go here.