Gift Card

Modified on Wed, 9 Apr at 5:09 PM

How to create / Purchase and apply a gift card

Step 1: Create eGift Card 0:00

generated-image-at-00:00:00

Decide if you want a design for the eGift card.
If you have a limited quantity (e.g., 5 cards), restrict the purchase count.
Select the total amount for the eGift card.
Choose whether the card expires or not; if it does, set an expiration date.

Step 2: Enable App Purchase Option 0:28

generated-image-at-00:00:28

Toggle the button to show the eGift card in the app for purchase.

Step 3: Buy eGift Card 0:36

generated-image-at-00:00:36

Go to quick checkout.
Type in the dollar sign and the owner's name.
Under 'Add Product', select 'eGift Card' from the options.

Step 4: Add to Cart 1:00

generated-image-at-00:01:00

Choose whether to send the eGift card to yourself or another pet owner.
If sending to another pet owner, enter their information.
Toggle off the receipt option if it's a surprise.

Step 5: Search for Pet Owner 1:21

generated-image-at-00:01:21

Search for the pet owner in the software and add them to the cart.

Step 6: Complete Purchase 1:35

generated-image-at-00:01:35

After adding to the pet owner's profile, decide whether to notify the customer.

Step 7: Check eGift Card Status 2:15

generated-image-at-00:02:15

Once added to the customer account, verify that the eGift card appears under the pet owner's account.

Step 8: Apply eGift Card to Invoice 2:30

generated-image-at-00:02:30

Go to the invoice section.
Select 'Add Coupon Adjustment'.
Choose 'Apply eGift Card'.
Paste the eGift card code and apply it.
If the gift card does not belong to that customer, you will get a pop-up warning letting you know this information.

Cautionary Notes

Ensure you have two-way SMS enabled to notify customers via text as a paid add-on feature or ensure you have an email entered.
An email address is required for email notifications; otherwise, notifications will not be sent.

Link to Quick Video

https://www.loom.com/share/b3296470089e44e8ab4c8c678c3ceb8c