Previewing, editing, and copying your gift certificates once created

Learn how to preview, edit, and copy your gift certificate from the confirmation page 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?

• Preview and Edit: Inventory > Gift Certificates > Create Gift Certificate (button) > Details > Media > Confirmation
• 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

Once you Save and Finish your gift certificate, a confirmation page displays.

From there, you can Preview your new gift certificate to your Customers, Create a new Gift Certificate, or Edit the one you have just made.

The Edit button also has a dropdown option that enables you to Copy the gift certificate you have just created. This is great if you want a new gift certificate with slightly different properties.

The next article shows you how to view and edit gift certificates once created.

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