selling and redeeming gift cards...selling a gift card 1 2 3 page 2 4 select the relevant client. 5...

H O M E & M O B I L E

B A R B E R

S P A

C L I N I C

B E A U T Y

H A I R

M U L T I - S I T E W A L K- I N

GIFT CARDS

SELLING AND REDEEMING GIFT CARDS

Last updated 2 November 2016

By Erin Lewis

Product: Gift Cards

Software version no: 8.0.18.1

Document version no: 1.1

Country: Australia

CONTENTSSELLING A GIFT CARD ................................................................... 1

REDEEMING A GIFT CARD ............................................................. 7

RELOADING A GIFT CARD ............................................................. 10

ABOUT THIS DOCUMENT

Gift cards are the perfect way to grow your client base as well as being a great branding tool to help you increase revenue from sales. This feature is fully integrated with Shortcuts to save you time when processing transactions at the Point of Sale. Gift cards also help to increase client loyalty, by motivating clients to return to the business and redeem their gift card. If you have more than one site, your clients are free to choose any location to redeem their gift card at their convenience.

Page 1

1Click on the main menu.

2Click on the Point of Sale icon.

3Click on the clients icon.

SELLING A GIFT CARD

1

2

3

Page 2

4Select the relevant client.

5Click done.

4

5

Page 3

6Click on an empty sale line.

7Select the relevant employee.

8Click gift card.

6

7

8

Page 4

9Select gift card.

10Click done.

9

10

Page 5

11If you need to change the price of the gift card, click on the relevant cell in the price column.

12Enter the price of the gift card.

13Click done.

14Select the relevant payment type.

15Enter the value that is being processed using this payment type.

16Click done.

11

12

13

14

15

16

Page 6

17Click end sale.

18Scan the gift card.

19Once the gift card number has been validated, click activate.

17

19

Page 7

1Once the transaction is prepared and ready to be processed at the Point of Sale, click on the custom payment type button.

2Click on gift card.

3Scan the gift card.

4Enter the amount to be redeemed from the gift card.

5Click done.

REDEEMING A GIFT CARD

1

2

4

5

Page 8

6Click done.

7If there is any remaining balance left on the transaction, process this as usual by selecting the relevant payment type and entering the value.

6

7

Page 9

8Click end sale to complete the transaction.

9Click redeem to finalise the gift card payment.

8

9

Page 10

1Click on the main menu.

2Click on the Point of Sale icon.

3Click on the clients icon.

RELOADING A GIFT CARD

1

2

3

Page 11

4Select the relevant client.

5Click done.

4

5

Page 12

6Click on an empty sale line.

7Select the relevant employee.

8Click gift card.

6

7

8

Page 13

9Select gift card reload.

10Click done.

9

10

Page 14

11Click on the relevant cell in the price column.

12Enter the amount to be reloaded onto the gift card.

13Click done.

14Select the relevant payment type.

15Enter the value that is being processed using this payment type.

16Click done.

11

12

13

14

15

16

Page 15

17Click end sale.

18Scan the gift card.

AThe new gift card balance will be displayed.

19Click adjust to finalise the reload.

17

19

A

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