Set Up a Gift Card Type
Before assigning gift cards to clients, you need to create at least one gift card type. This defines the name, available amounts, expiry period, and the card image clients will see.
Go to Marketing → Gift Cards
From your dashboard, navigate to Marketing → Gift Cards. The top section shows your existing gift card types. The bottom section shows all client assignments.
| Name | Status | Expiry Period | Amounts Set | Action |
|---|---|---|---|---|
| Gift Card R'Dam | Active | 365 Days | 50 EUR, 100 EUR, 150 EUR, 200 EUR, 300 EUR |
Edit or create your gift card type
Click Edit on an existing card type to update it, or create a new one. Fill in all the fields to define how this gift card works.
Check "Is Active?" and save
Make sure the Is Active? checkbox is ticked so the gift card type is live and available for assignment. Click Update to save your changes.
Assign a Gift Card to a Client
Once your gift card type is set up, you can issue individual cards to clients — each with their own unique code, amount, and expiry date automatically calculated.
Click "+ Create Gift Card Assignment"
On the Gift Cards Management page, click the + Create Gift Card Assignment button in the top right. The assignment form will appear.
Choose the gift card type and select a client
Select the Gift Card type from the dropdown — it shows the name and available amounts. Then click Select Customer to open the client list and pick who to assign it to.
Set the assigned date and amount
Set the Assigned Date (when the card was issued) and the Assigned Amount Online — this is the euro value loaded onto the card, chosen from the amounts you defined in the card type. The Balance field shows the current remaining value.
Click Save to issue the card
Click Save to issue the gift card. It will appear in the Gift Card Assignments table below with a unique auto-generated code, the client's details, balance, and expiry date.
Track & Manage Assignments
The Gift Card Assignments table gives you a complete overview of every card issued — who has it, how much balance remains, and when it expires. You can edit or delete any assignment.
Reading the Assignments table
Scroll down on the Gift Cards page to see the Gift Card Assignments section. Each row represents one card issued to one client.
| Card Name | Code | Customer | Balance | Date of Assignment | Expiry | Action |
|---|---|---|---|---|---|---|
| Gift Card R'Dam | 02-15200- 13021819192024 |
Leonore Albers | 54.4 | 2024-02-13 | Expired | |
| Gift Card R'Dam | 02-11870- 14021825262024 |
Helena Driessen H | 200 | 2024-02-14 | Expired |
Edit an assignment to update balance or date
Click Edit on any assignment to open the edit form. You can update the assigned date, assigned amount, or correct the balance if needed. Click Update to save.
Expired cards stay in your history
Even after a gift card expires, it remains visible in the assignments table. This keeps a full audit trail of every card ever issued — useful for client disputes or financial records.