Sell a gift card
Sell an amount gift card
Amount gift cards are sold for a specific price and are not tied to any specific service. A guest can use the card to redeem any item that your organization allows. To sell a new gift card to a guest, you must first create a new guest profile. This will enable the guest to use the gift card that has been purchased for them. For more information, refer to add a new guest.
Refer: What are Amount and Service Gift Cards?
Launch the Point of Sale (POS) window.
In the guest details section at the top of the POS window, enter the guest details.
Click the Gift Card tab.
Fieldname
Description
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 automatically generates card number if your organization has enabled the organization 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.
Gift
You can gift an 'Amount' gift card or a 'Service/Package' gift card. By default, Amount is selected.
Price ($)
Enter the gift card price. Price is the amount for which you sell this card to a guest (excluding taxes, if any). If you have enabled Allow sale of gift cards inclusive of tax, the price displayed will be inclusive of tax.
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 sellingthe 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.
Note
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.
Sale By
From the drop-down list, select the name of the employee who sold the gift card.
Buying for
Indicate the recipient of the gift card.
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, and then click Done.
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.
Occasion: From the drop-down list, select the occasion of gifting.
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.
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. You can also set emailing gift card by deafult to No.
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.
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.
Send an Email: Guest can prefer to send an email to the recipient
Now: Zenoti sends out an email to the recipient, immediately after the purchase and the invoice is closed.
Later: If guest wants to send an email on a specific date to match the occasion of gifting, such as birthday, anniversary date.
Recipient name appears in the Buying for field. If you want to change any detail, click the pencil icon. To delete, click the x icon next to the recipient's name.
Fill in the details to initiate the sale of an amount gift card.
Fieldname
Description
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 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 in days. 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.
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 organization setting related to this feature if your organization does not sell 'single use' gift cards.
Click Add Gift Card.
The gift card is added to the invoice.
Collect payment and close the invoice.
Frequently asked questions
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'?
The Expiry field allows you to determine the validity period of the gift card. After the days or date completes, the amount lapses 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.
Can front-desk staff refund a partially redeemed gift card?
Yes, front-desk staff can refund a gift card which has been partially redeemed by the guest. They should have these role permissions; Cash, CC, Cheque, PPC.
Sell a service gift card
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?
Launch the Point of Sale (POS) window.
In the guest details section at the top of the POS window, enter the guest details.
Click the Gift Card tab.
Click Add Gift Card.
Collect payment and close the invoice.
Fieldname | Description |
|---|---|
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.
|
Gift | Guest can gift an 'Amount' gift card or a 'Service/Package' gift card. By default, the 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?.
NoteYou 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. |
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. |
Value | Generally, the 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. ImportantYou must be aware of the following:
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. |
+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. |
Sale By | From the drop-down list, select the name of the employee who sold the gift card. |
Buying for | Select the recipient of the gift card.
|
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.
TipExpiry shows 'Never' if you center does not allow gift cards to expire. |
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. |
Frequently asked questions
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.
Sell predefined gift cards from the POS
Important
From Zenoti Mobile POS, you cannot sell predefined gift cards.
From the Customer Mobile App (CMA), you can only sell amount-based gift cards.
Launch the POS.
Search for the guest to whom you want to sell the gift card. For a new guest, enter the guest details.
In the bottom panel, click Gift Card.
Select Predefined Cards.
Select the type from Amount, Service/Day package, Custom Gift Cards.
Click Select next to the gift card you want to sell.
You can see relevant details such as whether the card is redeemable at only this center or across all centers, expiry details, and more.
Specify whether the guest is buying the gift card for herself (Self) or for Others.
To send the gift card by email, select the Send gift card by email checkbox.
For custom gift cards, enter the Value. The Price is displayed after applying the discount and adding applicable taxes.
Specify the name of your staff who made the sale in the Sale by field and click Add.
This employee earns a commission or payout for selling such gift cards.
Proceed to take payments as you normally do.
Click Close and Print or Close and Email as required.
Note
For custom service and day package gift cards, their availability as gift cards depends on the setting in the Service and Day package Master.
If the Do not sell as Gift card setting at the Service and Day package master is enabled, they will not be available as gift cards.
If the Do not sell as Gift card setting at the Service and Day package master is disabled, they can be sold as gift cards (service and day package gift cards).
This setting does not affect the pre-defined gift cards.
Print a gift card
Zenoti allows you to print gift cards on paper and hand them over to your guests. You can print the cards only after closing an invoice.
You can customize the gift card template to include the details such as sender name, gift card number, purchase date, expiry date, amount, or service available with the card.
Following is an example of a printed gift card:
Before you begin
To print a gift card, the Allow Gift Card to be Printed checkbox must be selected at the organization level.
To customize the format in which you want to print a gift card, use Customize Gift Card Template for Printing setting at the organization level.
To print a gift card from POS
Sell a gift card and click the Close & Print button to print the gift card.
Note
You can print a gift card only when you close the invoice using the Close & Print button.
The Print gift card window appears on the Appointment Book with the gift card details that your guest purchased on this invoice.
Note
If your guest purchased more than one gift card, the details on the print window appear as follows:
In the Print window, do one of the following:
Click Print All to print all the cards at one go.
Zenoti prints each of the gift card on a separate paper.
Click Print next to the gift card you want to print.
Zenoti prints that gift card.
To print a gift card from the context menu
In the Appointment Book, navigate to the far right of the appointment view and click the three vertical dots (⋮). Click Prepaid/Gift Card Details.
The Pre-paid/Gift Card Details window appears.
In the Code field, enter the gift card number that you want to print and click Show.
The gift card details appear.
Click the print icon to print the gift card details.
Zenoti prints the gift card.
Your guests can redeem the gift card whenever required.