Giftcert type products are used if you want to sell gift cards for your facility. When purchased, customers will receive an email containing a gift card code, which can be forwarded to whom they wish to gift it to or redeemed for future purchases.
Create a gift card product:
1. Log in to the administrative end of your site.
2. Click the "Products" tab on the left-hand menu.
3. Click the green button labeled "Add New Product" on the top right-hand corner of the screen.
4. Enter the information requested (see screenshot below):
- Product Name: Enter the name you would like displayed for the gift card on the user interface.
- Product Type: Select "Giftcert".
- Unit of Measure (UM): The standard UM is 'each'; this setting simply describes what one purchase is for.
- Price per UM: It doesn't matter what you put in here! Gift certificate products automatically have a price range of $5 to $500 assigned, which customers can choose from. If you would like us to modify these value options, please contact our support. See the screenshot below to view what a gift card product looks like from the customer’s perspective.
- Minimum Purchase Quantity: Select the minimum quantity of this product that a customer is allowed to purchase in one transaction. For a giftcert product, this will be "1".
- Maximum Purchase Quantity: Select the maximum quantity of this product that a customer is allowed to purchase in one transaction. For a giftcert product, this will also be "1".
- Apply Sales Tax? Toggle: Select "No" for gift card products! Since gift cards will be used to purchase other products that are taxable, the gift cards themselves should not be taxed to prevent your customers from being taxed twice.
5. Click "Continue" for your giftcert type product to be generated.
6. Once your product has been generated, it is time to customize it further.
NOTE: Be sure to save your changes when editing a product AFTER EACH EDIT by clicking the green "Save Changes" button. 7. In the left-hand section of the product page (see highlighted screenshot below), you can edit the following features:
- Image (where the "Funland Gift Cards" image appears in the screenshot): Upload a JPEG or PNG image here to represent your gift card. This image will be displayed when customers view your site.
- Name: Edit/modify the name of your product here.
-Show Image on Product Page? Toggle: Toggle off if you prefer not to display your image alongside the product description after it is clicked. We recommend keeping it toggled off for a more visually appealing and less clutter product page.
- Product Status Toggle: This setting controls whether your product is enabled for use on your site. If you want to temporarily deactivate a product—such as seasonal items you’ll reactivate later—this is where you can do that.
"Edit Product" Customization Tabs
Settings
Under the "Settings" tab, you'll customize the following:
- Availability: Choose whether the product is available to all users or limited to administrators only. If the product is restricted to administrators, it can only be purchased through orders created by an administrator—this is ideal for scenarios like selling retail items at a front desk.
- Visibility: See description on your site to decide where your product is visible.
- Max Purchase Quantity: Select the maximum quantity of the product that a customer is allowed to purchase in one transaction.
- Quantity Increment: Select the quantity increment for how the product can be sold. For example, if the product must be purchased in groups of two, you can adjust this setting accordingly.
- Unit Of Measurement: standard is 'each', this is used to describe what one purchase is for
- Taxable: Toggle this to "No" for gift cards.
- Is this item considered a membership? Toggle: Toggle "No".
- Recurring Bill Toggle: Toggle "No".
Page Content
In this tab, provide a description of the product to appear once your customer clicks your product. You may add hyperlinks, change the font, change the font color, add images, charts, lines, bullets, blocks, and more to this description.
Email Content
Lastly, write the email that your customers will be sent after they book their reservation. Again, this email is customizable to your liking.
Redeem a Gift Card
To redeem a purchased gift card, the customer must visit your site, click "Redeem Gift Card" in the top right corner, and then log in or create an account. They can then enter their gift card code to redeem the balance.
Quick Tip: If a customer loses their gift card code and asks for help, you can check your BCC email address to locate their gift card email. From there, you can easily forward that information to them.
IU