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Gift Cards Guide

Learn how to create, manage, and track digital and physical gift cards in CleanCloud, including how to set them up, redeem, and sell online.

Rafael avatar
Written by Rafael
Updated over a week ago

Easily create, manage, and track both digital and physical gift cards in CleanCloud to boost your sales. This guide covers everything you need to know, from setup to redeeming gift cards.

Creating Gift Card Products

  1. Navigate to Settings → Products page.

  2. Click Add Product in the top right corner.

  3. Choose Gift Card from the Product Type dropdown menu.

  4. Enter the following details:

    • Product Name: Name your gift card (e.g., "Christmas" or "Easter").

    • Section: Select where to display the product (e.g., 'Retail').

    • Button Image: Choose an icon for easy identification.

    • Overlay Text: Add additional text for staff reference.

    • Order: Set the order in which the product appears on the New Order page.

    • ID/SKU: Assign a personalized ID for tracking the Gift Card.

  5. Click Add Product to complete the setup.


Creating Gift Card Orders in the POS

1. Digital Gift Cards

  1. Choose the gift card product and select Digital as the type.

  2. Fill in the required fields:

    • Customer Receiving Gift: Choose from the customer database.

    • Amount: Specify the gift card value.

    • Gift Message: Add a personalized message.

    • Send Gift: Choose SMS, Email, or both.

    • Schedule: Set the date and time for sending the digital gift card.

  3. Click Submit to process the order. The gift card will be sent at the scheduled time, and the credits will be added to the recipient's account.


2. Physical Gift Cards

  1. Select the gift card product and choose Physical.

  2. A unique code will be generated.

  3. Enter the Amount and click Submit to process the order.

🪄 Tip: You can view gift card codes and details in Settings → Admin → Discounts & Promos → Gift Cards.


Redeeming Gift Cards

1. Digital Gift Cards

Digital gift cards are automatically applied to the recipient’s account as store credit.

When the customer places a new order:

  • The credit will appear and automatically apply to the total.

  • No action is required by staff unless multiple payment methods are being used.

If the customer received the gift card by email, they’ll be prompted to log in or create an online account to claim the credit using a link and password reset.


2. Physical Gift Cards

Physical gift cards must be manually applied using the gift card code. There are two ways to redeem them:

Option 1: Redeem During Order Creation (POS)

  1. Go to the New Order page.

  2. Add the customer's items to the order.

  3. Select the Gift Card product from your product list.

  4. At the top of the screen, click the Claim Gift button.

  5. Enter the gift card code in the pop-up.

  6. The balance will be applied to the customer's account or order.


Option 2: Redeem After Order is Submitted

  1. Submit the new order as normal.

  2. Go to the Payment section.

  3. Select Gift Card next to the Discount option.

  4. Enter the gift card code.

  5. The available balance will be applied automatically to the payment.

If the gift card balance is greater than the order total, the remaining balance will stay as a credit for future use.


Tracking Gift Cards

You can view details of all purchased gift cards in Settings → Admin → Discounts & Promos → Gift Cards, including customer information, amounts, dates, and codes.


Selling Gift Cards Online

To sell gift cards online:

  1. Go to Settings → Admin → Pickup and Delivery → General Settings.

  2. Enable Sell Gift Cards to add a dedicated section for gift cards in the customer app/web booking tool.

Online account holders can buy and send digital gift cards to friends and family, who will receive them via Email or SMS. The gift card is automatically applied to the recipient’s account as credit.

📌 Note: Minimum purchase is $5, and a customer can only make three gift card purchases per day for security reasons.


🛟 Need more help?

Explore our Help Center articles for answers. Contact us for further assistance.

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