Requirements:
Minimum Goldie app version: 38.0.0
Payment feature: Active
Plan: Pro and Pro Plus
Gift cards allow your loyal clients to become brand ambassadors by gifting your services to friends and family. With Goldie gift cards, you'll secure revenue in advance, transform existing clients into promoters of your business, and have the flexibility to sell gift cards both online and in person.
1. Setting Up Gift Cards | Who Can Access Gift Cards?
Activating Gift Cards
To start using gift cards, go to Menu → "Gift Cards" section in the left menu of your Goldie dashboard.
Note: Before using gift cards, you must first enable the Payments option if you haven’t already. You'll be prompted to activate it before proceeding.
To set up gift cards, tap the settings icon on the Gift Cards screen or follow the setup process. In the settings, you can choose whether to allow online gift card purchases through your booking website and whether to allow clients to enter custom gift card amounts.
You can configure up to 10 different gift card preset values. The system has default values of $50, $100, $150, $250, and $500, but you can adjust these to better suit your services and clientele.
*Note: Keep in mind that the minimum value allowed is $50, and the maximum is $500.
2. Selling Gift Cards | In-Person Sales
Selling gift cards in person through your Goldie app is simple and integrates seamlessly with your workflow. Here's how to do it:
Navigate to the Gift Cards Section: Open your Goldie app and go to the Gift Cards section.
Select the Gift Card Value: Choose from preset values or enter a custom amount if that option is enabled.
Add to Cart: Tap to add the selected gift card to the cart.
Select a Client: Choose the client for the purchase to ensure proper record-keeping and confirmation emails.
Process the Payment: Complete the transaction using any available payment method, such as card readers, tap to pay, or payment links.
Send Confirmation: After the payment is processed, the client will receive an email with instructions on customizing and sending their gift card to the recipient.
Online Sales
You can also allow customers to purchase gift cards from your online booking. Gift cards are displayed above your services section for easy visibility. Clients can choose a preset value or enter a custom amount, personalize the gift card with designs, and provide recipient information, or use it themselves. Payment is securely processed through your existing system, and confirmation emails are sent automatically, ensuring a smooth, professional experience with minimal effort on your part.
3. Refunds | Gift Card Purchase Refunds
If a client requests a refund for an unused gift card, you can refund the full amount to the original payment method. However, once the gift card is redeemed, refunds are not available to the original buyer to avoid complications for both your business and the recipient.
For Business Owners
The system automatically displays gift cards as a payment option for clients with available balances. If the gift card doesn’t cover the full amount, you’ll be prompted to collect the remaining balance with another payment method. All gift card transactions are recorded in your financial reports for easy accounting and clear insight into how gift cards affect your revenue.
Service Refunds
For services paid with a gift card, refunds are added back to the client's gift card balance instead of a credit card or external payment method. This balance is immediately available for future appointments, and the refund is recorded in the gift card history for transparency. This keeps the refund within your business and encourages clients to return for future services.
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