After creating a gift certificate, you may need to look over its details and make any necessary adjustments. This article shows you how to quickly view and edit your existing gift certificates from the Gift Certificates menu, helping you keep your templates accurate, up-to-date, and ready for customers.
Learn how to view and edit your gift certificate once created.
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?
- View Gift Certificate: Inventory > Gift Certificates > Side menu
- Edit Gift Certificate: Inventory > Gift Certificates > Gift Certificate > Gift Certificate Builder
What more do I need to use this feature?
- The Gift Certificates feature is activated within your account (Manage > Integrations).
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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
Viewing and editing gift certificates
Once you have created your gift certificate, you can quickly access the newly created gift certificate from the left-hand menu of the main Gift Certificates page.
- Go to Inventory > Gift Certificates.
- Find the gift certificate template in the left menu list.
- Select the name to open the main page for the template.
- Click Edit Gift Certificate to open the template.
Next Steps
Next, we learn about general Gift Certificate settings, including adding logos, custom default themes, terms & conditions, and more!
< Previewing, editing, and copying gift certificates | Configuring general gift certificate settings