Guest can gift services and/or day packages as a gift card to their friends and family. The price of a service/package gift card is equal to the price of the service and/or package. The gift card recipient can, however, choose to use this card to redeem other items with the amount available on the gift card.
Read: What are Amount and Service Gift Cards?

To sell a service gift card:

1. Launch the Point of Sale (POS) window.

2. In the guest details section at the top of the POS window, enter the guest details.

3. Click the Gift Card tab.

Fill the details to initiate sale of a service/day package gift card:

  1. Card#: The card number is typically a code associated with the gift card. A user can use this code to redeem a gift card or verify the balance and other details related to the gift card. There are two ways a Card# can be entered. In any case, ensure that the number you give for Card# is unique.    
        -
    Auto-numbering: Zenoti auto-generates Card# if your organization has
          enabled the org level setting to auto-number the gift card.      
          You can modify the auto-generated card# by clicking the pencil icon      
          beside the number.    
        -
    Manual Entry: If your organization has disabled the auto-number setting
          then, enter the Card# manually.
  2. Gift: Guest can gift an 'Amount' gift card or a 'Service/Package' gift card. By default, Amount is selected. Change the selection to Service/Package if a guest wants to gift a service or a day package. A pop up appears.
        - Gifting the Services: ‘Service’ is the default mode. In the Search field,
          type in and select the service that the guest would like to gift.  
        - Gifting Day Packages: Along with services, a guest can gift day packages
          too. Alternatively, a guest can choose to gift only day packages. In any of
          the scenarios, click + Day Package. In the Search field, type in and select
          the day package the guest would like to gift.
        - Tips: In the gift card price, guests can choose to include tips to the
          service providers, so that the recipient can redeem the gift card for
          paying the tips too. Click 'Include Tip?'.
               a. Suggested tips appear. Guest can choose from suggested tips (as
                   per the Org setting for suggested tip. Example: 10%, 20%, or 30%).
               b. Guest can alternatively prefer custom tip. If guest prefers custom tip
                   then click Custom Tip. Depending in guest’s preference, enter tip in
                   % or in dollar amount.
                   Important: You cannot add tips for taxed gift cards. The field:
                   'Include Tip?' is hidden when you are selling taxed gift cards.
        - Click Add to Gift Card.
          The services/day packages are added to the gift card.
  3. Price ($): Shows the total cost of services/day packages and tips, if any.  If you have enabled allow sale of gift cards inclusive of tax, the price displayed will be inclusive of tax. For service/day package gift cards, you cannot change the price.
  4. Value: Generally, value of a gift card is equivalent to the price of the gift card. Hence, Value shows the price you entered for the gift card. Change the value of the gift card if you want to provide a higher redemption value over the price. To know more about price and value, read: What is Price and Value in a Gift Card?
    Important: You must be aware of the following:
        - Based on your organization settings, authentication may be required to
          change the value. Also, the value, if different from price, cannot be      
          changed once the invoice is 'closed'.
        - If the setting allow sale of gift cards inclusive of tax, is enabled, Zenoti    
          automatically calculates the tax amount and adjusts the value.
          Example: If a guest pays $100 for a gift card and the tax is charged at
          10%, in the process of selling the gift card, Zenoti automatically creates a
          gift card of value $90.9. Meaning, a guest pays $100 and receives a gift
          card of value of $90.9 after deduction of tax.
  5. +Notes: Click the link to enter any notes related to the sale. The notes entered here will appear in the Gift Card tab in the guest profile and in the prepaid/Gift Card Details window in the appointment book.
  6. Sale By: From the drop-down list, select the name of the employee who sold the gift card. 
  7. Buying for: Select the recipient of the gift card.    
      -
    Buying for Self: default selection. Indicates that the guest is buying for          
        self. If a guest is buying for self, select the checkbox: Send gift card by          
        email
    so that on completion of the sale, the guest receives an email with      
        gift card details.    
      -
    Buying for Others: Select 'Others' if the guest is buying for a friend or a      
        family member. The Recipient pop appears. Enter information in the recipient
        pop up:              
               a. Recipient: Select gift card recipient from the guest list.                  
                   Tip
    : If the recipient is new, click +Create Guest to add a new guest
                   with the recipient details. In the New Guest pop-up window, enter the
                   guest details and save. Zenoti creates a new profile for the recipient.
               b. Occasion: From the drop-down list, select the occasion of gifting.    
               c. Message: If the guest has a personalized message for the recipient,
                   add the message to this field.                  
                   Note
    : If the guest chooses to send an email to the recipient, Zenoti
                   includes the message in the email. If the guest chooses to
                   print the gift card, the message appears in the print too.  
                   Important
    : Ensure the [GiftCardMessage] macro is included in the  
                   Gift card email template.              
               d. Email Gift Card: By default, Yes is selected, indicating that an email
                   will be sent to the recipient. The registered email of the recipient
                   appears in the field Email will be sent to.                  
                   If there is no email mentioned in the guest profile of the recipient, you
                  will be asked to enter the email address manually. Enter recipient's
                  email address.                  
                  Note
    : If you select 'No' for Email Gift Card, email will not be sent to the
                  recipient. However, gift card details can be found under the Received
                  History section in the Guest Profile of the recipient.              
              e. Copy email to: Select the checkbox to copy the email to the buyer of
                  the gift card. If there is no email mentioned in the guest profile of the
                  buyer of the gift card, you will be asked to enter the email address
                  manually. Enter buyer's email address.              
               f. Send an Email: Guest can prefer to send an email to the recipient
                  'Now' or 'Later'.
                         i. Now: Zenoti sends out an email to the recipient, immediately
                            after the purchase and the invoice is closed.                      
                        ii. Later: If guest wants to send an email on a specific date to match
                            the occasion of gifting, such as birthday, anniversary date.    
               g. Click Done.                    
                   Recipient name appears in the Buying for field. If you want to change
                   any detail, click the pencil icon. To delete, click x beside the name of
                   the recipient.

   8. Expiry: Based on the center's setting, this field may auto-populate a default
       validity period. Any date or days manually entered will override the default
       day or date populated as per the settings.
                - Date: From the calendar box, pick an expiry date for the gift card. Any
                  balance in the gift card will automatically lapse after the selected date.
                - Days: Enter the validity period for the card. For example, if you enter 90
                  days, then the card will lapse after 90 days.
        Note
: Expiry shows 'Never' if you center does not allow gift cards to expire.

  9. Expires after single use: If it is a one-time use card, select the checkbox. Such
      cards are usable only once and any balance amount on the card automatically
      lapses after the first use. Your admin can turn off the org level setting related to
      this feature, if your organization does not sell 'single use' gift cards.

10. Click Add Gift Card.
      The gift card is added to the invoice. 

11. Collect payment and close the invoice.

FAQ

What should we enter for Card# if our center sells physical gift cards?

You can either type in the Card number printed on the physical gift card or use a card reader to scan the number.
Zenoti has the capability to scan barcodes from a gift card. The bar code must be of 2D-scannable format. The barcodes can be of maximum 16 digits to be compatible with Zenoti.

Can I edit an auto-generated gift card number?

Yes. Click the pencil icon beside the auto-generated number to edit the Card# field. Ensure that the number you enter is unique.

What is the difference between 'Expiry' and 'Expires after single use'?

Expiry field allows you to determine the validity period of the gift card. After the days or date completes, the amount is lapsed and the card becomes invalid. 'Expires after single use' field allows the recipient to use the card only once within the validity period. If the recipient does not fully redeem the card then, the unused amount or services/day packages go wasted.

See Also

Sell an Amount Gift Card

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