In-House Gift Cards

Overview

Gift Cards can be offered to Customers by creating a product in The Shop and a Credit deposit on the recipient's Profile. This is the in-house workflow handled entirely through the Dashboard, useful if you decide not to use the Square Gift Cards integration.

This workflow is not frequently used as tracking Credits is cumbersome. Clubs now use the Square Gift Cards feature as the standard feature for Gift Cards.

Create the Gift Card Product

1. Navigate to the Shop page in the Dashboard
2. Create a new product named "Gift Card"
3. Set the default value to $50
4. Save the product

The default price can be adjusted at the time of sale to match the amount the purchasing Customer requests.

Selling a Gift Card

1. Receive the Gift Card request: Confirm the amount and identify whether the recipient is an existing Customer (already has a Profile in the Club's system) or a new Customer (not yet in the system)
2. Create the Purchase on the buyer's Profile: On the buying Customer's Profile, create a Purchase for the Gift Card amount using the Payment Link process
3. Record the Gift Card details on the Purchase: In the Purchase details, write in who the Gift Card is for (recipient name and email) so the transaction is traceable later
4. (New Customer only) Create the recipient's Profile: If the recipient does not yet have a Profile in the Club's system, ask the buyer for the recipient's:

   1. First name
   2. Last name
   3. Email

      1. Create a Profile for the recipient using those details
5. Deposit credits to the recipient's Profile: Deposit credits equal to the Gift Card value onto the recipient Customer's Profile; the credits become available immediately and can be used toward Reservation bookings and Event signups

How the Recipient Accesses the Gift Card

The Credits will appear on the recipient's Profile the next time they sign in. A new Customer signs in with their email and receives a 6-digit code to verify their email address. Once logged in, their available Credits are visible in their Profile headers in the More tab of the App.

Notifying the Recipient

The Dashboard does not automatically email the recipient that a Gift Card has been deposited. If the buyer wants the recipient to be notified, the Club must send an email with the Gift Card details to the recipient. Here is an example email template:

Subject: You've received a Gift Card from [Buyer Name] at [Club Name]

Hi [Recipient First Name],

Good news! [Buyer First Name] just gifted you a [Club Name] Gift Card worth $[Amount], and the credits are now on your Profile and ready to use.

How to use your credits:

1. Sign in to the App or Web App at [Club Web App URL] using this email address.
2. Your $[Amount] in credits will be applied automatically when you book Reservations or sign up for Events.

If you have any trouble accessing your Profile or have questions, reply to this email and we'll get you sorted.

Welcome to [Club Name] — we can't wait to see you soon!

[Sender Name] [Club Name] [Club Contact Info]

Common Issues

• Credits added to the incorrect Profile: Confirm the Credits were deposited on the recipient's Profile, not the buyer's. Ensure the recipient also used the correct email address when logged into your App.
• Wrong amount sold: The Gift Card product defaults to $50. Adjust the price on the Purchase before completing the Payment Link if a different amount was requested.