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Gift Cards Overview
Angel Horowitz avatar
Written by Angel Horowitz
Updated over a week ago

Gift cards are a great way to generate revenue and foster client loyalty. These instructions will walk you through selling, redeeming and editing gift cards through both the cloud website and the mobile apps.

Purchasing your Business Gift Cards


You can purchase physical gift cards for your business from Beresford Gift Cards by calling them at 248-350-2900 or by emailing [email protected]



Using Gift Cards with the Cloud Website

Selling a Gift Card

  1. Gift cards will be added to a ticket through checkout. You can add a gift card to an existing ticket when going through the checkout process, or go to the Checkout page to sell the gift card to a client who does not have an appointment scheduled.

  2. Click Buy Gift Card under Add Items.

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  3. Enter in the Gift Card #, Amount that will be granted on the card, and Expiration Date if needed. If the gift card does not expire, check off No Expiration Date.

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  4. Click Add to Order.

  5. You can then close the ticket like you normally would, by clicking on Proceed to Payments. When you do close the ticket, you will receive a pop up message stating that the gift card has been purchased.

Redeeming a Gift Card

  1. Create a ticket and Select the client.

  2. Add the services and/or products the client wishes to purchase.

  3. Continue to checkout by either of the following:

    • Click on the appointment on the appointment book and click Check In, then Check Out.

    • Click on the Checkout button at the top menu bar and select the client under In Today.

  4. Click on Proceed to Payments.

  5. Under Add Payment, select the option for Gift Card.

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  6. Enter the Gift Card # and the amount that the client will use from the existing gift card.

  7. Click Add Payment.

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  8. You can then close out the ticket as you normally would.

  9. If there is still a balance remaining on the gift card, you can view that by going to the Gift Cards screen.


Editing/viewing a Gift Card

  1. Go to the More drop down item and select Gift Cards.

  2. Click on the gift card you wish to edit. You can use the search bar in the upper left-hand corner to find the gift card you are looking for.

  3. You can now change the gift card balance, expiration date and comments. You can also view the gift card usage under History.

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  4. Click Save.


Gift Card Options

  1. In the Gift Cards screen, select Options in the upper right-hand corner.

  2. You can allow gift cards to be re-sold to a different client after the balance reaches zero by sliding the switch to Yes.

  3. You can also automatically assign an expiration date to a gift card when it is sold or require gift cards to contain an expiration date from this page as well.

  4. Click Save when you are done making changes.

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Using Gift Cards with the Mobile App

Selling a Gift Card

  1. Create a ticket and select the client for the ticket by using the shopping cart icon in the upper right-hand corner. If the client already has an appointment scheduled, you can tap on the appointment and then select Check Out.

  2. Under Services and Products, tap on Show More.

  3. Select Add Gift Card.

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  4. Enter the Gift Card ID, Card Value, and Expiration Date if needed.

  5. Press Add Gift Card.

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  6. You can then close the ticket as you normally would by continuing through Payment Details.


Redeeming a Gift Card

  1. Create a ticket and select the client.

  2. Add the items the customer wishes to purchase.

  3. Continue to checkout by either tapping on the appointment and selecting Checkout, or you can use the shopping cart icon in the upper right-hand corner of the appointment book screen.

  4. In the Payment Details section, under Add Payment, use the drop-down menu to select Gift Card.

  5. Enter the gift card number.

  6. Enter the amount to be redeemed and press Redeem.

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  7. Continue closing out the ticket as you normally would.

  8. You will then receive a notification of the client's gift card balance.

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Editing a Gift Card

  1. Tap on More at the bottom of the screen.

  2. Select Gift Cards.

  3. Select the gift card you wish to edit. You can search for the gift card using the search bar at the top.

  4. From here you can tap on the specific details you wish to edit on the gift card such as the outstanding balance, expiration date, and comment. You can also view the gift card usage under History.

  5. Press *Save* in the top right when finished.

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