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Editing Gift Cards in the Client Profile

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 setting "Display Unassigned Gift Cards On The Purchaser's Profile," 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..
  • Gift cards purchased online and assigned to individuals without a MyTime account will be visible on the purchaser's account via the widget but not in-store. To make these gift cards visible in-store, our support team will need to activate a hidden setting. Please contact our Support Team at support@mytime.com for assistance. Once enabled, the gift card will be visible on the client's profile in-store; however, the option to assign it to the recipient later will not be available.

Editing Gift Card Balance

To change the balance on a gift card or assign it to a recipient, simply follow these steps:

  1. Go to the Clients tab
  2. Open the client profile
  3. Scroll down to the Gift Cards section  
  4. Select the Edit Gift Card button  

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5. Adjust the value or assign a recipient by entering the name, email address or phone number of the recipient in the "Assign To" field     

 

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6. After making adjustments to the gift card, click 'Save'

7. After saving, the gift card will display the adjustments made

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Gift Card Audit Trail

The gift card audit trail provides detailed information about adjustments made to the gift card. On the audit trail, you can view the adjustment date, type, employee who made the adjustment, original purchase ticket number, amount added, total gift card deduction, and the new gift card balance.

To view information on the audit trail:

  1. Navigate to the Clients tab
  2. Open the client profile
  3. Scroll down to the Gift Cards section  
  4. Click on the 'Audit Trail' hyperlink
  5. The audit trail modal will display detailed information about the adjustments made

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6. After viewing all the adjustments, you can click on the close option to close the audit trail modal

 

By following the steps outlined in this article, you will be able to edit purchased gift cards and view the details of the adjustments made.

For more information contact us at support@mytime.com or (385) 233-6964.

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