Learn about the various settings within the Description step of the Gift Certificate Template Builder, including categorizing, tagging, naming, and summarizing your gift certificates.
New to Gift Certificates? Read the first article in this series for an introduction to the Gift Certificates feature.
Which plans include this feature?
Legacy: Pro, Plus, Enterprise, Flex
New: Growth, Managed | Learn more about our new plans or how to change your plan.
*Gift Certificates are not available with the Starter plan.
Where can I find this feature using the top menu?
Inventory > Gift Certificates > Create Gift Certificate
What prerequisites are there?
- 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.
New to Checkfront - Products ✨
With our newest version of Checkfront, we have added Products (Inventory > Products) as the successor to items (Inventory > Items).
Are you interested in migrating to our newest version? Please reach out to our Technical Support team for more information.
Configuring description settingsBack to top
Once inside the Gift Certificate Template Builder, choose a Category for your gift certificate. Then, work your way through the settings as described below.
Selecting a categoryBack to top
Choose a Category from the drop-down menu. The most commonly used category would - not surprisingly be - Gift Certificates!
Do you need to create a new category for your gift certificates? Click on the +Create New Category button.
Enter a name for the new Category, then click the blue check-mark button (✔) to save your addition. Once added, a green New Category label is temporarily appended to your new category.
The category you choose does not restrict the items/products to which the gift certificates can be applied. For example, if you assign the gift certificate template to Gift Certificates, it is still redeemable for items or products in categories such as Tours or Rentals.
Assigning tagsBack to top
Are tags not visible within your account? This feature is being gradually rolled out. Feel free to reach out to Customer Support to have the feature enabled on your account or with any questions!
Learn more about tags here: Introduction to Inventory Tags
Tags are only supported with our classic items feature, not our new products feature, at this time.
Specifying a nameBack to top
Enter the Gift Certificate Name in the field provided. An Item SKU is generated automatically based on the Gift Certificate Name you enter.
If you'd like to change this, click the Edit link, enter the preferred Item SKU, and click the blue checkmark button (✔) to complete your update.
Providing a summaryBack to top
The Summary field lets you provide a short description visible to the Customer on your booking page.
Use our editor to format the description for display. Format the text using the options provided (format, bold, italic, underline, strikethrough, lists, link, line, align, size, text colour) or work with HTML code (<>).
The formatting is sometimes carried over when pasting existing text into the text editor.
There are two ways to remedy this if the behaviour is not wanted:
In the next article of this series, we look further at gift certificate settings, from configuring a custom amount to specifying the expiry date.
< Creating gift certificates for purchase | Configuration description settings (custom amount to expiry date) >