Viewing Gift Certificate Activity and Sales

To view your Business's Gift Certificate Activity, navigate to your:

  1. Business Profile. 
  2. Select Marketing
  3. Select Gift Certificates to open Activity. 

The following information is listed in the Activity dashboard:

  • The total dollar amount of Gift Certificates sold by the Business and purchased online by Clients in the last 90 days. 
  • The total dollar amount of unredeemed Gift Certificates that were sold at least six months prior.
  • The number of new Clients your Business has gained as a result of redeeming a Gift Certificate.

The following information is listed in the Activity table:

  • Date the Gift Certificate was purchased.
  • Description of the Gift Certificate type. 
  • Purchaser of the Gift Certificate. 
  • Recipient of the Gift Certificate (if applicable).
  • Dollar amount of the Gift Certificate. 
  • Code for the Gift Certificate. 
  • Whether or not the Gift Certificate has been redeemed. 

Entries are listed in chronological order by purchase date. Enter at least three consecutive characters in Search by Purchaser / Recipient to filter the entries. You can also search by code. 

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.

To view your Business's Gift Certificate Sales, navigate to your:

  1. Business Profile. 
  2. Select Sales
  3. Select Reports in the top left corner. 
  4. Select Gift Certificates.

The following information is listed in the report:

  • Date the Gift Certificate was purchased.
  • Purchaser of the Gift Certificate. 
  • Dollar amount of the Gift Certificate. 
  • Code for the Gift Certificate. If redeemed, the status will update to when it was redeemed and by whom. Select Redeemed By to view the original sales receipt for the Gift Certificate. 
  • Actions to print, resend, and regenerate.

Entries are listed in alphabetical order by last name of the purchaser. Select the All Contacts dropdown menu to locate and select a specific Client

Select Print in the top right corner to print the report, or select Export to export it to a CSV file.

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