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Manage gift cards
Manage gift cards
Create a seamless gift-giving experience for your clients by managing gift card settings, tracking sales, and offering printing options. Learn everything you need to know about managing gift cards effectively.
Getting started
You'll need the correct permissions to manage gift cards. If you are a team member, we recommend:
- Reaching out to the account owner to request permission for gift cards (View gift card list and Manage gift cards).
Accessing sold gift cards
You can view detailed information about sold gift cards to track usage and manage balances.
Gift card activity
Gift card activity provides a timeline of key events, including when the gift card was purchased, shared, and its current status (amount, code, expiration date).
- Desktop
- Mobile
To access gift card activity:
- Open Sales and select Gift cards sold.
- Search for the gift card you want to view.
- Click on Activity.
To access gift card activity:
- Open Sales and select Gift cards sold.
- Search for and select the gift card you want to view.
- View the gift card Activity tab.
Gift card details
Gift card details offer insights into the purchase date, original and redeemed amounts, code, and expiration date.
To access gift card details:
- Open Sales and select Gift cards sold.
- Search for the gift card you want to view.
- Click on Details.
Printing gift cards
Clients may prefer a physical gift card to give as a gift or use themselves.
To print a gift card:
- Open Sales and select Gift cards sold.
- Search for and select the gift card you want to print.
- Click on Actions and choose Print.
- Fill out the necessary information, select Print, and follow your device’s instructions to complete the printing process.
Editing gift card settings
- Desktop
- Mobile
To edit gift card settings:
- Open Workspace settings, select Sales then Gift cards.
- Click Edit and update the necessary information:
- Available for sale:
Choose where you want to sell your gift cards—in-store, online, or both. - Values:
Enter preset values for your gift cards. Click the trash can icon next to any value you no longer want to offer. - Allow clients to enter custom gift card value:
Check this box to enable custom values, and set the minimum and maximum amounts. - Expiration:
Set the default expiration period for all sold gift cards. - Use designs:
Turn on this option to let clients choose a design or animation when sending gift cards.
- Available for sale:
- Click Save.
To edit gift card settings:
- Open Workspace settings, select Sales and then Gift Cards.
- Next to Availability and values, tap Edit.
- Update the required information and tap Save:
- Available for sale:
Choose where you would like to sell your gift cards: in-store and online, or in-store only. - Values:
Enter preset values for your gift cards. Tap the bin icon next to the preset value you no longer wish to offer. - Allow clients to enter custom gift card value:
Check this box, then add the minimum and maximum value parameters if you want to give your clients the freedom to buy a personalised gift card. - Expiration:
Choose the default expiration period for all sold gift cards. The gift card validity period is calculated from the date of purchase. - Use Fresha designs:
Switch the toggle ON to enable clients to choose a style or animation when sending to a friend or family member.
- Available for sale:
- Tap Save.
Extending gift cards
- Desktop
- Mobile
To extend a gift card
- Open Sales and select Gift cards sold.
- Search for the gift card you want to extend.
- Click on Actions and choose Extend.
- Select the new expiration date from the dropdown.
- Click Update.
The new expiration date will be logged in the gift card’s activity.
To extend a gift card:
- Open Sales and select Gift cards sold.
- Search for and select the gift card you want to extend.
- Tap on Actions and choose Extend.
- Select the new expiration date using the date dropdown.
- Tap Update.
The new expiration date will be logged in the gift card’s activity.
Viewing gift card sales
Keep track of your gift card sales to stay informed about your business performance.
Viewing gift card sales
To view gift card sales:
- Go to Sales and select Gift cards sold.
- Use the Filter option to search by status, or use the search bar to find a specific gift card by code or client name.
- Click on the gift card code to view sale details and activity.
Exporting gift card sales
To export gift card sales:
- Open Sales and select Gift cards sold.
- Filter by status.
- Click on Export and choose a format (PDF, Excel, or CSV) to download the data.
The data will be downloaded to your device.
Disabling gift cards
If you need to stop selling gift cards, you can disable them at any time.
To disable a gift card:
- Open Workspace settings, select Sales, then Gift cards.
- Select Edit under Availability and values.
- Toggle off Gift cards.
FAQs
Can I extend an expired giftcard?
Can I extend vouchers?