Gift Vouchers can be used instead of money or alongside payments to pay for goods and services at your club.
The following text will describe how to create, use, and manage Gift Vouchers from the perspective of staff, members, and casual shoppers.
You can view all related configuration options for Gift Vouchers at the end of this article.
Staff Side
If you wish to automatically generate a gift voucher code enable the following configuration: Auto generate gift voucher code.
Gift Vouchers Overview
Direct yourself to Settings > Products > Gift Vouchers.
All gift vouchers created on the same database will be available on this page.
You are able to search through all created vouchers as well as filter using voucher's Status, Purchased at Club, and Redeemed at Club.
Editing Gift Voucher Email Templates
There are two email templates available for Gift Vouchers.
Purchase Gift Voucher for yourself and recipient.
To edit the templates direct yourself to Settings > Templates > Search for desired gift voucher template.
Note: DO NOT remove the text that looks similar to this: [[VOUCHER]]. This text carries important information about the gift voucher.
Selling a Gift Voucher to a Customer
As a staff you are able to sell gift vouchers through POS (Point of Sale) page.
Steps:
1. Direct yourself to the Point of Sale page.
1.1. You can do so by directly clicking the Point of Sale side menu button.
1.2. Or by clicking the Purchase button from the member's profile page.
2. Assign a member if needed.
3. Click Gift Voucher purchase option.
4. Set wanted amount.
5. Set voucher code if needed.
6. Update expiry date and comment if needed.
7. Complete the sale.
Redeeming a Gift Voucher
As a staff you are able to use a Gift Voucher as a payment method during sales/payments through POS page.
Once wanted purchases have been selected proceed as follows.
Steps:
1. Assign a member if needed.
2. Click Make Payment.
3. Click the Gift Voucher option.
4. Enter the Gift Voucher code provided by the customer.
5. Proceed with the sale.
Member Side
Buying Gift Voucher as a Member
Required Member Portal Button: Buy a Gift Voucher.
As a member you are able to purchase a gift voucher through the Member Portal.
Steps:
1. Log in to the Member Portal.
2. Open the Purchase menu and select Buy a Gift Voucher option.
3. Proceed to complete your Gift Voucher purchase.
Using Gift Voucher as a Member
Required Configuration: Allow vouchers as a payment method in the Member portal.
As a member you are able to use a gift voucher through the Member Portal to purchase products.
Steps:
1. Log in to the Member Portal.
2. Open the Purchase menu and select Buy Products.
3. Enter the voucher code in the box labeled "Apply a Gift Voucher" and click Apply button.
4. Proceed as needed.
Casual Shoppers Side
Required Configuration: Allow non-members to shop online
Buying Gift Voucher as a Non-Member
Required Configuration: Enable purchasing of a gift voucher.
As a non-member you are able to purchase a gift voucher through the Club's Online Shop.
Steps:
1. Go to the Member Portal page.
2. Click the Club Shop button.
3. Select your Club if needed.
4. Enter the desired voucher amount in the box under Buy a Gift Voucher section.
5. Proceed to enter details and complete payment.
Using Gift Voucher as a Non-Member
Required Configurations: Allow vouchers as a payment method in the Member portal and Enable purchasing of products.
As a non-member you are able to use a gift voucher through the Club's Online Shop to purchase products.
Steps:
1. Go to the Member Portal page.
2. Click the Club Shop button.
3. Select your Club if needed.
4. Enter the voucher code in the box labeled "Apply a Gift Voucher" and click Apply button.
5. Proceed as needed.
Available Configuration Options
Member Portal Configuration Options
Portal Buttons >
Buy a Gift Voucher
Vouchers Section >
Email Template for Purchasing a Gift Voucher for a Recipient
Gift voucher code length
Gift voucher expiry
Allow vouchers as a payment method in the Member portal
Email Template for Purchasing a Gift Voucher
Point Of Sale Section >
Allow non-members to shop online >
Enable purchasing of a gift voucher
Enable purchasing of products
Require phone number
Set online shop button text
Set online non-member shop tab title
Advanced Configuration Options
Point of Sale Section >
Auto generate gift voucher code
Please contact our support team or your client manager if you can't find the above configuration options.