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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.

 

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).
  • 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

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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.

Click 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. 

 

 

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

 

 

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