More options for copying, archiving, and translating your gift certificates

Managing your gift certificate templates efficiently helps you maintain consistency, stay organized, and support Customers in multiple languages. This article guides you through copying, archiving, unarchiving, and translating your templates, enabling you to streamline your workflow and adapt gift certificates to your business needs with ease.

Learn how to copy, archive (or unarchive), and translate your gift certificates from the More menu in the footer of the Gift Certificate builder.

New to Gift Certificates? Read the first article in this series for an introduction to the Gift Certificates feature.

Accessing the features mentioned in this article

Where can I find this feature using the top menu?

• Inventory > Gift Certificate > Create Gift Certificate > More menu
  (This menu displays once you have saved the description of your gift certificate.)

What more do I need to use this feature?

• The Gift Certificates feature is activated within your account (Manage > Integrations).
• Admin or restricted permissions to Manage Gift Certificates and Manage Gift Certificate Templates.
   

Which Checkfront version supports this feature - classic items, classic products, or both?

• This feature is available in both our classic items version, using classic items (Inventory > Items), and our classic products version, using classic products (Inventory > Products).  → Learn more about products

You can copy an existing gift certificate template by following these steps:

1. Go to Inventory > Gift Certificates.
2. Create or edit a gift certificate template.
3. Open the More menu at the bottom-right of the page.
4. Click the Copy option.
5. The system immediately changes the template to an UNSAVED copy of the gift certificate.
6. You can then edit the template to suit your needs. Don't forget to save your copied template!

You can archive an existing gift certificate template by following these steps:

1. Go to Inventory > Gift Certificates.
2. Find the gift certificate template you want to archive in the left menu list.
3. Click the option to Edit Gift Certificate at the top of the page.
4. Open the More menu at the bottom-right of the page.
5. Select the Archive option.
6. The system immediately changes the template to an UNSAVED copy of the gift certificate.
7. You can then edit the template to suit your needs. Don't forget to save your copied template!

Once archived, the gift certificate is no longer visible as active for Staff or Customers to add to a booking.

Unarchiving gift certificate templates

To unarchive a template, follow these steps:

1. Navigate to the main Item (Inventory > Items) area and filter the Inventory list to show Archived items.
2. Search, filter, or scroll the page to find the archived gift certificate template, and then select the gift certificate name to open the editor.
3. Select the Save button in the footer of the editor, and the gift certificate is reactivated.
    

Unarchiving gift certificate templates for those using classic products While gift certificate templates can be archived by following the steps above when using products, there isn't a specific area to unarchive them.  Instead, if you know the archived gift certificate's unique URL, you can visit it and click the Save button at the bottom to unarchive the template.

To translate a template, follow these steps:

1. Go to Inventory > Gift Certificates.
2. Select the gift certificate template you want to translate from the list on the left menu.
3. Click the option to Edit Gift Certificate at the top of the page.
4. Open the More menu at the bottom-right of the page.
5. In the menu that displays, hover your pointer over Translate and then click to select any language you have configured for use in your system from the pop-out menu.
6. Next, input your translations into the highlighted, translatable fields. 
7. Click Save Translation to save your changes when you are done.

Learn more about language translations For more details on language translations, you can visit our guide here: Introduction to Checkfront translations and Customer languages

Next, we look at previewing, editing, and copying your gift certificate once it has been created.

< More options for translating, copying, and archiving your gift certificates    |     Previewing, editing, and copying your gift certificates >