Where selling and redeeming happen
Templates are made here, but cards are sold and spent at Checkout; a map of the whole journey.
The page's own sub-heading says it: Design gift voucher templates and track issued cards — sold and redeemed from Checkout.
| Step | Where | Article |
|---|---|---|
| Design the card | Gift Vouchers, Designs | Designs and your own artwork |
| Define what is sold | Gift Vouchers, Templates | Create a voucher template |
| Sell a card | Checkout, the gift card button, then the wizard | Sell a gift card |
| Print or email it | The dialog after the sale, or the card sheet | Sell a gift card |
| Spend it | Checkout, the payment panel's gift card field | Redeem a gift card and loyalty points |
| Look it up, top up, extend, cancel | Gift Vouchers, Issued Vouchers | Issued vouchers |
| Count the money | Gift Vouchers, Reports | Voucher reports |
Permissions
- Selling and redeeming need the gift voucher create and update permissions respectively, which front-desk roles have.
- Templates and designs need delete, which owners and managers have.
Delivery default
Under Settings, Gift Cards, Auto-email gift card on purchase decides whether the card is emailed automatically when a recipient email was captured, or staff choose Print, Email or Both after each sale.
Related articles
- Sell a gift card · Checkout
- Redeem a gift card and loyalty points · Checkout
- Create a voucher template · Gift vouchers