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Viewing and editing gift certificates once created

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.

 

Which plan do you need to use this feature?

X Soho | ✓ Pro | ✓ Plus | ✓ Enterprise | ✓ Flex |

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 prerequisites are there?

  • A plan that includes Gift Certificates.
  • 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, new, or both?

  • The Gift Certificates feature is available to both those using items (Inventory > Items), a key feature of our classic version of Checkfront, and those using products (Inventory > Products), a key feature of our newest version of Checkfront.

 

Category_-_Products.png

New to Checkfront - Products ✨

Products (Inventory > Products) is the successor feature to (Inventory > Items) and is available in our newest version of Checkfront.

Not yet on our newest version and interested in upgrading? Please contact our Technical Support team for more information.

Discover more product-related help articles here: Products (New).

 

Viewing and editing gift certificates

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Gift Certificate List

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.

Simply click on the name of the gift certificate to bring it into focus.

 

Edit Gift Certificate List

This opens a dedicated page for the gift certificate where you can view the associated purchases and Edit the Gift Certificate. Edit Gift Certificate opens the Gift Certificate Template Builder described in previous articles.

Congratulations, you have created a gift certificate!

 

Next, we learn about Gift Certificate settings. See the link below to access the next article.

 

 

< Previewing, editing, and copying gift certificates    |     Configuring general gift certificate settings

 

 

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