Gift Card: How to set It

Step-by-Step Guide to Managing Gift Cards on Your Booking Platform (YBP)

1. Search for Gift Cards

• Go to the Gift Cards section.

• Use the SEARCH bar to find specific gift cards by name, code, or customer.

• Click RESET to clear the search and view all gift cards.

2. View Gift Card Assignments

• Click VIEW ASSIGNMENTS to see details of assigned gift cards.

• The table will display:

  • Card Name: Name of the gift card.

  • Code: Unique code for the gift card.

  • Customer: Name of the customer who received the gift card.

  • Email: Customer’s email address.

  • Balance: Remaining balance on the gift card.

3. Create a New Gift Card

• Click CREATE ASSIGNMENT or go to the Create Gift Card section.

• Fill in the details:

  • Card Name: Name of the gift card (e.g., “Gift Card Nail Salon”).

  • Card Code: Enter a unique code or let the system generate one.

  • Gift Card Amounts: Specify the amounts (e.g., 50, 100, 150, 200, 500).

  • Is Active?: Toggle to activate or deactivate the gift card.

  • Expiry in Days: Set the expiration period (e.g., 365 days).

  • Choose Image: Upload an image for the gift card (optional).

• Click SAVE to create the gift card.

4. Assign a Gift Card to a Customer

• Go to Assignment Gift Card.

• Select the Gift Card from the dropdown (e.g., “Gift Card Ezones Rotterdam”).

• Choose the Customer to assign the gift card to.

• Enter the Assigned Amount Online (e.g., 200).

• The system will update the Balance automatically.

• Click SAVE to complete the assignment.

5. Edit or Delete a Gift Card

• In the Gift Cards section, locate the gift card you want to modify.

• Click EDIT to update details like the card name, amounts, or expiry.

• Click DELETE to remove the gift card from the system.

6. Monitor Gift Card Usage

• Regularly check the VIEW ASSIGNMENTS section to monitor:

  • Which customers have used their gift cards.

  • The remaining balance on each card.

  • Expiry dates to ensure timely usage.

Key Tips for Managing Gift Cards:

1. Keep Track of Expiry Dates: Regularly review gift cards nearing expiration and notify customers.

2. Promote Gift Cards: Use the platform to market gift cards to your audience.

3. Ensure Unique Codes: Avoid duplicate codes to prevent confusion.

4. Provide Support: Offer customer support for gift card-related queries.