Issuing gift certificates Staff-side by email

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Plan Availability: X Soho | ✓ Pro | ✓ Plus | ✓ Enterprise | ✓ Flex |
Locate: Manage > Gift Certificates
Prerequisites: 

• A plan that includes Gift Certificates.
• The Gift Certificates feature activated within your account (Manage > Integrations).
• Admin permissions or restricted permissions to Manage Gift Certificates and Issue Gift Certificates.
• 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 ✨ 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).

 

New to Gift Certificates or need to activate Gift Certificates for your account? Be sure to start with the first article in this series: Introduction to gift certificates.

In this article, we review the option for Staff to email complimentary gift certificates.

 

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

Click on the Issue Gift Certificate button to get started.

 

Staff Issued gift certificates cannot be paid for by the Customer, they are complimentary. 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, then please consider Creating a Gift Certificate.

 

 

Click on the Change Theme drop-down button and hover your mouse over the choices to see a live preview of each. 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 body of the notification 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. 

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

 

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• Can Gift Certificates be issued in bulk by Staff?

  At this time, it is not possible to issue Gift Certificates to Customers in bulk.

 

 

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< Purchasing gift certificates    |     Paying for bookings with gift certificates >

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