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Locate: Inventory > Gift Certificates > Create Gift Certificate
Prerequisites:
- A plan that includes Gift Certificates.
- Gift Certificates activated within your account (Manage > Integrations).
- Admin permissions or restricted permissions to Manage Gift Certificates and Manage Gift Certificate Templates.
- 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.
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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). |
In this article, we get you started with creating a gift certificate for purchase by showing you where to initiate the process.
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.
To learn more about how Staff can issue complimentary gift certificates by email, please jump to the article - Issuing gift certificates Staff-side by email.
To learn how to create a gift certificate for purchase, let's start walking through the process by following the steps below!
Creating Gift Certificates
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After activating the Gift Certificates integration (as described in the first article of this series), you are taken directly to the feature's management page. If you happen to be elsewhere in the system, then you can access the same Gift Certificates screen through your main menu (Inventory > Gift Certificates).
Click on the Create Gift Certificate button at the top-left to get started.
From there, you are taken to the Gift Certificate Template Builder. In the next article in this series, we look at the first step in building a gift certificate - Description settings.
< Introduction to gift certificates | Configuring description settings for gift certificates >