Issuing gift certificates Staff-side by email

Learn how to start issuing gift certificates Staff-side, including changing the theme, editing the gift certificate, previewing the gift certificate, and finally sending the gift certificate.

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?

Manage > Gift Certificates

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

Staff can Issue gift certificates to be sent to specific recipients via email.

Click on the Issue Gift Certificate button to get started.

The Customer cannot pay for Staff Issued gift certificates, as they are complementary. They are not included in Sales reports. Operators generally issue gift certificates as gifts for patronage or as special promotions. If you would like to offer gift certificates for sale to your Customers, please consider Creating a Gift Certificate.

Click the Change Theme drop-down button and hover your mouse over the choices to see a live preview. Simply click on the one you wish to use, for example, Celebration, Seasonal, Summer, or No Theme.

Enter an Amount for the gift certificate, and specify the recipient (To), sender names (From), the Recipient Email address, and a message.

The Delivery Date allows you to specify the date to send the gift certificate by email if you don't want it issued immediately.

The Valid From date determines when the gift certificate is activated and can be applied to purchases.

Choose to Hide Amount on PDF if you don't want amounts to display to recipients. This only affects the attached PDF; the amount may still be shown in the notification body, depending on the variables in your notification template.

De-select or select the Never check box to determine whether and when the gift certificate Expires.

A Preview of the gift certificate displays at the right of the page. Note that the Logo can be changed within Gift Certificate Settings (Manage > Gift Certificates).

When satisfied with your gift certificate, click Issue Gift Certificate to send it! The gift certificate is sent using notifications. 

From the Gift Certificates home page, you can now click on the Staff Issued Gift Certificates link in the left sidebar to view the details of this gift certificate.

To learn more about configuring gift certificate notifications, check out the following article: Gift Certificates: Gift Certificate Notifications

• Can Gift Certificates be issued in bulk by Staff?

  Currently, issuing Gift Certificates to Customers in bulk is not supported.

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