✏️ How to Update a Gift Card
Need to change a gift card amount, update the name, or adjust the expiration date? No problem! Editing gift cards in your POS system is quick and easy—no tech skills or accounting background needed. This guide will walk you through the process step by step.
📍 Step-by-Step Guide
- Open the Menu: Click the ☰ sidebar hamburger menu to open navigation.
- Go to Gift Cards: Click on Gift Cards to see your current list.
- Select a Gift Card: Find the gift card you want to update and click on it to open the details.
- 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 Changes: Click Save. Your updates will take effect immediately for new and existing gift cards.
💡 Tips
- Double-check your changes before saving to avoid mistakes.
- If you’re unsure about a setting, ask your manager or support for help.
- You can always edit or disable gift cards later if your offers or business needs change.
- Use clear, simple names and codes so staff and customers know what the gift card is for.
🏆 Best Practices
- Review your gift cards regularly, especially if your products, prices, or promotions change.
- Train your staff on how to sell, redeem, and check balances for gift cards.
- Keep records of your gift card changes for easy reporting and peace of mind.
For more help, see the documentation or contact support.