Viewing Gift Cards Details

You can quickly check the details of a gift card of a guest from the appointment book or you can view the complete history of all the gift cards purchased and received by the guest from the guest profile. You can view details such as the gift card number and type, buyer and recipient name, price and value of the card, sold date and expiry date, and the redeemed and balance amounts.

Table of Contents

View Gift Card Details from the Appointment Book

View Gift Card Purchased and Received History from the Guest Profile

View Gift Card Details from the Appointment Book

To view the gift card details from the appointment book, follow these steps:

  1. Click on the appointment book.
  2. Click Pre-paid/Gift Card Details.

  3. In the Enter Code field, enter the gift card number, and then click Show.
  4. The card details window opens. You can view the following information from this window:
    • Card Type:  Displays if the gift card purchased is of Amount or Service type. Based on the card type, this field displays any of the below:
    • Bought by: Displays the buyer's name. Click the name to open the guest profile.
    • Value: Displays the gift card worth. Value is the extra amount the organization adds to the card in addition to its purchase price.
    • Price: Displays the price at which the gift card was purchased (excluding tax, if any).
    • Expiry: Displays the expiry date of the card.
      Note: If this field displays "Never Expires", it means your center sells gift cards without a validity period.
    • Notes: Displays the notes entered pertaining to the gift card at the time of sale in the POS. 
    • Payment Date and Payment Amount: Displays the date the gift card was used and the amount it was used for. It also shows the total amount used (Total Used) on the gift card till date and the balance remaining on it (Balance).
      Notes:
      • A negative amount indicates that the amount was refunded to the gift card.
        Example:
        In the below image, the gift card was used to make a payment for $16.05 on 02/01/2017. On 06/01/2017, the amount was refunded. The -$16.05 indicates that the amount was credited back to the same gift card.
      • If value is different from the price, then this column reflects the amount remaining on the value of the gift card.
  5. Service part of the gift card: The highlighted window in the image below populates only if the gift card is of Service type. Click Book to book the service appointment.
    The Appointment Info panel opens for you to create an appointment.

View Gift Card Purchased and Received History from the Guest Profile

From the guest profile, you can view the history of all the gift cards purchased and received by the guest. You can edit the expiration date and balance of a gift card from this page.

To access the gift card purchased/received history, follow these steps:

  1. Navigate to the guest profile.
  2. In the guest’s details page, click the Gift Cards tab to view the purchased and received history.
  3. The guest profile includes the following gift card related fields:
    • Invoice No: Click the hyperlink to view the gift card purchase invoice details. 
    • Receipt No: The receipt number generated on the purchase of the gift card.
    • Code: The gift card number. The card number is typically a code associated with the gift card. The front desk or guest can use this code to redeem a gift card, check the balance, or view other gift card details.
    • Expiration date: Displays the gift card expiry date. If the expiry is “Never Expires”, it implies that the gift card was sold without an expiry.
      Note: This field is editable. However, the expiry date cannot be edited for cards that do not expire (“Never Expires”) and for one time use cards.
    • Price: This field displays the price of the gift card. Price is the amount for which the gift card was sold to the guest (excluding taxes, if any).
    • Card Value: This field displays the value of the gift card sold. This will be of a higher amount if the value and price are different. Read: What is Price and Value in a Gift Card?
    • Balance: This field shows the existing card balance. It displays the current balance based on the value of the card.
    • Center: Displays the center name where the gift card was purchased.
    • Status: The status of the invoice (Open or Closed).
    • Notes: Displays the notes entered pertaining to the gift card at the time of sale in the POS. 
    • Services: Displays the services associated to the gift card purchase. This is applicable for Service gift cards only.

 

See Also:

Editing a Gift Card Expiry Date

Editing a Gift Card Balance

Resending a Gift Card Email

Printing a Gift Card Email

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