Configuring general gift certificate settings

General gift certificate settings allow you to tailor the look, functionality, and policies of your certificates to match your business needs. In this article, you’ll learn how to add branding elements, manage default themes, customize terms and refund information, include personalized messages, and set expiry rules, giving you full control over how your certificates appear and operate.

Learn how to access general gift certificate settings, including adding a logo, using default themes, listing terms and conditions, refund information, adding messages, and choosing an expiry date.

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 Certificates > Gift Certificate Settings

What more do I need to use this feature?

• The Gift Certificates feature is activated within your account (Manage > Integrations).
• Admin or restricted 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

There are some default settings you can apply to your gift certificates. You can find these via the Gift Certificate Settings link in the left sidebar of the primary Gift Certificates page. 

You can add a company logo to display on gift certificates, edit your default gift certificate themes, add terms and conditions, customize the sender of refunds, and specify a default expiry date.

To display your company logo at the top of each gift certificate:

1. Go to Inventory > Gift Certificates. 
2. Click Gift Certificate Settings at the top of the left-hand menu.
3. Click the + Upload Image button.
4. Choose to open an image from your computer.

Removing gift certificate logos

Back to top

To remove any logo you currently have in place:

1. Hover over the logo setting with your mouse.
2. Click the white trashcan icon in the top-right corner.  
3. Click the Yes, Delete button to remove the image permanently.

Gift Certificate Settings is the place to manage your default gift certificate themes. If you are unlikely to use the default themes provided by Checkfront, then you can replace them here with your designs.

Uploading themes

Follow these steps:

1. Click the Upload a Theme button.
2. Next, a warning message states that uploading a theme permanently removes the default themes provided by Checkfront. Simply continue with your upload.
3. Finally, select a theme from your computer and repeat the process as often as necessary until you have uploaded all your themes. You can upload three default themes, after which the upload button disappears.  

Editing themes

Hover over a theme and click the Edit Image button to crop, as seen earlier in this guide.  

Removing themes

Click on the white trashcan icon to remove the theme.

If you'd like to add any terms and conditions to your gift certificates, please enter them here in the text box provided.  

You can customize the default information for refunds made to gift certificates. You can choose the name of the person providing the refund - the Company Name, Issuer Name, or Custom Name.

If you want to print a message on each gift certificate, for example, thanking the Customer for their business, input the text in the box provided.

Finally, you can choose a specific expiry date for the gift certificates. Choose from:

• Indefinitely - An indefinite expiry date, meaning the gift certificates are open-ended.
• Days after Issued - you can enter a specific number of days after issue for the gift certificates to expire. This setting defaults to 365 days.

In the next article of this series, we will explore setting up gift certificate notification emails.

< Viewing and editing gift certificates once created     |     Setting up email notifications for use with gift certificates >