Adding Gift Cards Manually on Client Profile

Modified on Wed, 25 Jun at 5:15 PM

Manually adding a gift card to a client’s profile allows it to be automatically available as a payment option when checking out a purchase for that client in POS. This article walks you through how to add a gift card from the client’s profile.

Things to know:

The ability to manually add gift cards on a client’s profile is governed by the "Accessing Gift Cards" access control setting.
By default, gift cards can be added to a client’s profile without payment. However, if the "Prevent adding a gift card to a client record without taking payment" hidden setting is enabled, the system will prevent adding a gift card unless payment has been received.
When adding a gift card, you can set an expiration date—this is controlled by the “Enable Gift Card Expiration” setting. Learn more here.
You can enter a custom gift card number, or leave the field blank for the system to generate one automatically.
You can monitor gift card activity by clicking the "Audit Trail" link within the client’s profile. Learn more here.

To manually add a gift card to a client's profile:

Navigate to the Clients tab
Open the desired client profile
Scroll down to the Gift Cards section
Click the "Add Gift Card" link or the "+" icon
A modal will appear where you can:
- Select the location
- Enter a gift card number (optional)
- Enter the gift card amount
To process payment for the gift card:
- Click Take Payment
- You will be redirected to POS to complete the transaction and close the ticket

Once the details are entered, click Add to save the gift card to the client’s profile.

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