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
Navigate to Settings → Products page.
Click Add Product in the top right corner.
Choose Gift Card from the Product Type dropdown menu.
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.
Click Add Product to complete the setup.
Creating Gift Card Orders in the POS
1. Digital Gift Cards
Choose the gift card product and select Digital as the type.
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.
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
Select the gift card product and choose Physical.
A unique code will be generated.
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
The recipient will receive an email or SMS notifying them that the gift card has been applied as a credit to their account. If the notification is sent via email, it will include instructions to claim the credit by accessing or creating an online account through the store's web booking tool, along with a reset password link.
The credit will automatically be available for use in future orders.
2. Physical Gift Cards
Redeem in-store by providing the code during order placement.
Staff can claim the gift card using either method:
Option 1: From the New Order page, click Claim Gift and enter the gift card code.
Option 2: After submitting a new order, select Gift Card next to the discount option and enter the code.
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:
Go to Settings → Admin → Pickup and Delivery → General Settings.
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?
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