Creating or modifying a gift card with set dollar values

You can create or modify gift cards with one or more set dollar values which can be purchased by clients through your store, the Client Web App, the Elevate Staff App, the Achieve Client App or your Presence custom website. You can select the value of the gift card from the list of set amounts or enter a custom value during checkout.

To learn how to sell a gift card with set services and products from your store, see Selling a gift card.

To learn how to deactivate or delete a gift card with set dollar values, see Deactivating or deleting a gift card.

  • Custom values can only be added to gift cards when the Allow custom amounts at checkout option is selected in the gift card’s settings. Staff members can only add custom values to gift cards when selling them from the store or the Elevate Staff App. Clients can only add custom values to gift cards when purchasing them on the Client Web App or the Achieve Client App. Clients purchasing gift cards through a Presence website will only be able to select a value from the pre-specified dollar amounts.
  • The minimum image resolution for a gift card is 200×122 pixels and the maximum file size is 20 MB.
  • Staff members can see the term Dollar Gift Card used under the gift card type. However, the term Dollar Gift Card isn’t visible to clients when they’re shopping in the store. This is important because many WellnessLiving customers aren’t based in places where the local currency is dollars.
  • Uploading a new gift card image could replace the default image displayed for all gift cards in your store. You can use the image upload process as many times as needed to configure the correct image to display for the gift card for clients browsing your store.

To create or modify a gift card with set dollar values:

  1. Click the App Drawer button .
  2. In the App Drawer, click View All.
  3. In the list, click Setup. You can filter the list by entering Setup into the Search field.
  4. On the Setup menu, click Store Configuration.
  5. On the Store Configuration menu, click Gift Cards.
  6. On the Gift Cards page, create or modify a gift card:
    • To create a new gift card, click Create Gift Card with Set Dollar Values.
    • To modify an existing gift card, click the gift card you want to modify in the list. You may have to browse the list, use the Search option, or filter the list to find the gift card.
      • Gift cards with set dollar values are outlined in blue.
  7. Enter the required information for the gift card:
    1. Under GIFT CARD TITLE, enter the name of the gift card. This will be the name displayed next to the gift card in the store.
    2. Under AMOUNTS, add or remove set dollar values for the gift card:
      • To add a new dollar value, click the Add button , enter the amount, and click Add amount.
      • To remove a dollar value, click the amount you want to remove, and in the confirmation popup, click OK.
    3. Under Checkout choose whether custom dollar values can be created at checkout:
      • Select Allow custom amounts at checkout to allow custom dollar values to be created for the gift card during checkout.
      • Select Use only predefined amounts at checkout to only allow the dollar values set for the gift card to be available during checkout.
    4. Under MESSAGE TO RECIPIENT, enter the default message for the gift card recipient. You can edit this message in the store when purchasing the gift card.
    5. If required, under GIFT CARD IMAGES, upload, replace, or remove an image that will be available for the gift card:
      • To upload a new image or replace an existing image:
        1. Click the Add a new image button , or click an existing image to replace it.
        2. Click Select a photo from your computer to browse your files.
        3. Select the image and click Open. A live preview of the image is displayed.
        4. Use the editing tools to adjust how the image will be displayed:
          • Move or resize the blue box on the image to choose which part of the image will be used.
          • Click the Cancel button  to close the window without saving.
          • Click the Rotate buttons   to rotate the image.
        5. Click the Confirm button  to confirm your changes.
      • To remove an existing image:
        1. Click the image.
        2. Click Remove current image.
        3. In the confirmation popup, click OK.
    6. If required, under Online Store Category, select the categories this gift card should be listed under in your store.
  8. Enter or change the Advanced Settings of the gift card. For more information, see Gift card advanced settings.
  9. Click SAVE.
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