Viewing Gift Certificate Sales

Whenever you sell a Gift Certificate from your Cash Register, or a client purchases a Gift Certificate online, your Activity Dashboard and Table update immediately, allowing you to manage income generated by Gift Certificate Sales at glance.

Viewing Gift Certificate Sales from your Gift Certificate Activity Dashboard and Table:

  1. Navigate to your Business tab.
  2. Select Marketing
  3. Select Gift Certificates.

The Dashboard displays following:

  • The total dollar amount of Gift Certificates sold by your Business (including online purchases) for a 90 day period.
  • 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.

Below the Dashboard is an Activity Table that displays the following:

  • The Date of purchase
  • The Gift Certificate that was purchased
  • The Client who Purchased the Gift Certificate and owns it until it is redeemed
  • The name of the Recipient on the Gift Certificate (if applicable)
  • The total amount of the Gift Certificate's value
  • Whether or not the Gift Certificate has been redeemed

You can search the Activity Table by Purchaser, Recipient, or Gift Certificate Code.

Viewing Gift Certificates Sales from your Sales Reports:

  1. Navigate to your Business tab.
  2. Select Sales.
  3. Select Reports.
  4. Choose the Gift Certificate Sales Report.
  5. Use the filter tool to view Gift Certificate sales generated by a specific client.

  6. Select the Export button to open up a CSV file with all of your Gift Certificates sales history. 
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