Setting up Gift Cards and How to locate them on customers profile

1. To set up your Gift Cards, hover over to the Products & Services tab > click Gift Cards:

2. Once you are here, click on + sign

Steps to create the Gift Card

1. Enter the name you want to be displayed.
2. Enter a price.
3. Enter the gift card amount (usually the same as the price).
4. Optionally add a thumbnail, then click Save once you are done.

5. Once saved it will display on the gift card tab

Locate Gift Cards from a Customer Profile

1. Go to the customer’s profile.

2. Scroll down to the Gift Cards section.

   Select either:

   • Purchased Gift Cards, or

   • Redeemed Gift Cards

     Both tabs are available. Choose the appropriate tab depending on the situation.

3. Locate the gift card you are looking for.

• To view the gift card code:

• Click the eye icon to reveal the code.
• Click the paper (copy) icon to copy the code.

Locate Gift Cards from Products and Services

1. Navigate to Products and Services.
2. Select Gift Cards.

3. Click on the gift card you want to review.

   You will see full details, including:

   • Who purchased the gift card
   • Who the gift card was purchased for

• To view and copy the gift card code:
• Click the eye icon to reveal the code.
• Click the paper (copy) icon to copy it.

Additional Information

• Both methods allow you to access gift card details and codes.
• Use the Customer Profile view for customer-specific inquiries.
• Use the Products and Services view to review gift card purchase history and ownership details.

How it Works

Gift cards will appear on your packages page. When a client purchases a gift card, they will be asked to enter the recipient's email. The recipient can then apply a gift card coce to the cart when checking out.