➕ How to Create a Gift Card
Gift cards are a wonderful way to make your customers happy and keep them coming back. Creating a gift card in your POS system is simple—no tech skills or accounting knowledge needed! This guide will walk you through each step, so you can start offering gift cards in your store right away.
📍 Step-by-Step Guide
- Open the Menu: Click the ☰ sidebar hamburger menu to open navigation.
- Go to Gift Cards: Select Gift Cards from the menu.
- Add a Gift Card: Click the Add Gift Card or Create Gift Card button (usually at the top right or bottom of the gift card list).
- Enter Gift Card Details: Fill in the gift card details. See Field Explanations below for what each field means.
- Enable: Make sure the Enable toggle is turned on if you want the gift card to be active.
- Max Usage: Set the maximum number of times the gift card can be used (e.g., "1").
- Code: Set a unique code for the gift card (e.g., "GC2025").
- Amount: Enter the amount to be loaded onto the card.
- Description: Set a description for the gift card (e.g., "Gift card for special occasions").
- Start Date: Set when the gift card becomes active.
- End Date: (Optional) Set when the gift card will expire.
- Save: Click Save. Your new gift card is now ready to be sold or given to customers!
💡 Tips
- Use clear, simple names and codes so staff and customers know what each gift card is for.
- Double-check the value and code to avoid mistakes.
- Set start and end dates for seasonal or limited-time gift cards.
- You can always edit or disable gift cards later if your offers or business needs change.
🏆 Best Practices
- Review your gift card options regularly to keep them fresh and appealing.
- Train your staff on how to sell, redeem, and check balances for gift cards.
- Track which gift cards are most popular to plan future promotions.
- Keep records of gift card sales and redemptions for easy reporting and peace of mind.
For more help, see the documentation or contact support.