Once a gift card is purchased, whether it is assigned to a recipient or not, the value can be changed on the client's profile. The gift card audit trail will indicate any changes made to a gift card's balance. In this article, we will guide you through the process of editing a gift card and how to view any modifications made to it.
Things to know:
- The audit trail will only show changes that occurred after March 23, 2022 (the date this feature was launched)
- Any changes to a client's gift card balance made before March 23, 2022, will result in the message "Currently there is no audit trail data" being displayed in the audit trail.
- The gift card audit trail will not appear on the client account on the parent level
- You can modify the value of a gift card, adjusting it to a higher or lower amount
- Gift cards sold to clients without being assigned to a recipient will be visible on the purchaser's account, enabling you to edit the gift card later and assign it to a recipient. This functionality is governed by the "Display Unassigned Gift Cards On The Purchaser's Profile" setting, which can be found under Business Setup > Settings. For instance, if you sell a gift card to John through POS without adding a recipient, the gift card will be accessible on John's profile, and you can subsequently edit it to add a recipient.
Editing Gift Card Balance
To change the balance on a gift card or assign it to a recipient, simply follow these steps:
- Go to the Clients tab > Open the desired client profile
- Scroll down to the Gift Cards section
- Select the Edit Gift Card button
- On the "Edit Gift Card" modal, you can adjust the value of the gift card or assign a recipient by entering the name, email address or phone number of the recipient in the "Assign To" field
- Click 'Save'
- The gift card will display the adjustments made
For more information contact us at support@mytime.com or (385) 233-6964.
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