Gift card advanced settings

This article describes all the advanced settings available when you’re:

SettingDescription
Activation DateDetermines when the gift card will activate. Your choices are:

  • On the sale date – The gift card will activate on the date the gift card is purchased.
  • Choose a date – The gift card will activate on the date chosen.
Select ExpirationDetermines when the gift card will expire. Your choices are:

  • Does not expire– The gift card does not expire. If you select this option, the gift card will be valid for 10 years.
  • Expires x day/week/month/year After sale/After [activation date] – The gift card will expire after the specified amount of time once it has been activated.
  • Choose expiry date – The gift card will expire on the selected date.
Purchase RestrictionsThe purchase rules for the gift card:

  • Select Client can buy online or Only staff can sell this product depending on whether you want to allow clients to buy the gift card online or only through a staff member.
  • Select which clients can purchase this gift card: Available to all clients, Introductory offer for new clients only, or Available to selected client groups or types only. If you select Available to selected client groups or types only, then under CLIENT TYPES and CLIENT GROUPS, select the client types and client groups whose members can purchase this gift card.
Select Regional AccessThe location(s) where the gift card can be redeemed. When creating a gift card, you need to select the locations in which clients will be able to redeem the gift card.

NoteThis option is only available for Enterprise Cloud users.
Revenue CategoryThe revenue categories to which the gift card is assigned. Click a revenue category to select or deselect it. You can select as many revenue categories as needed. The gift card will be assigned to the selected revenue categories.

You can also manage revenue categories from here:

  • To add a new revenue category, enter a name for it in the box and click ADD.
  • To rename a revenue category, click the revenue category’s Options button and select Edit .
  • To delete a revenue category, click the revenue category’s Options button and select Delete tag .
Was this article helpful?
143
(143 out of 143 people found this article helpful )
Still need help? Contact Us

What can we do better?

Use this form to submit requests to update articles. If you have questions about how to use WellnessLiving, please contact us
Thank you!

Contact Us

Having trouble finding the answer you're looking for? Check out our Support Center or let us know how we can help.