Gift Vouchers are perfect gift idea. The Gift Vouchers need to be first created in Admin, before you can sell them to a client via POS. Click here if you still need to create your vouchers.
Selling a Gift Voucher
Add the client to POS. This can be done one of three ways:
- Via the Add To Sale link in the Actions menu of the client's client card
- By clicking the clients name on their appointment and selecting Add Client To Sale
- By going straight to POS and clicking the Add Client button
Once the client is in POS, select the Add Items link in the light orange strip. Select the Gift Voucher button from the Add Items To Sale pop up window.
On the right side panel, choose the Gift Voucher from the drop down menus, and Save.
The voucher will be added to the clients sale, ready for purchase.
Click Receive Payment, choose the payment type they are using to purchase the voucher, and Finish Sale.
The next step is very important. You will see the VOUCHER ID: number displayed in the pop up window. You need to write this VOUCHER ID on the physical Gift Voucher, which the client takes away with them. The VOUCHER ID will be different every time you sell a voucher. This is how the voucher is tracked. Click OK after you have copied the VOUCHER ID onto the physical voucher.
Barry Big Arms has himself a voucher. Chances are he's going to give it to a mate, therefore the voucher will come back in with someone else. That's okay though, because it has the VOUCHER ID on it, so the voucher and it's remaining value will be tracked.
When the voucher comes back, and the client wants to use it to pay for their PT Session, you need to know what to do. Check out the How To Redeem a Gift Voucher article for steps on how to use the voucher to redeem the service, or the amount for which it is valued at.
Note: This Gift Voucher purchase is recorded in the clients, in this case Barry Big Arm's, Product section of his client card - along with the voucher details and VOUCHER ID.
If you have any questions, please let us know via the Submit a Request option in your Help & Support page.