Gift Card Management

Gift Cards are highly popular, and their management is easy with GuestPoint Premium. If you sell gift cards, your guests can also easily redeem them on your WebPoint booking page.

Once you have enabled Gift Card Management you’ll see your Gift Card accounts on the Accounts tab.

You’ll first need to create a revenue account for your gift card deposits and also one for expired gift cards. Revenue Accounts are created in the Setup tab within the Management tab.

Next scroll down to the Gift Cards section and select ‘Enable Gift Cards’.

If you’d like your guests to be able to redeem their gift card online select ‘Gift Cards can be used online’.

You can change the description of your Gift Card Deposit Account and then select the Gift Card Expired Charge.

Lastly specify the default validity period in days, this can be changed for individual gift cards.

From the Gift Cards Summary, you can click on View Gift Card Summary to open it and see a summary of your current Gift Cards, click ‘Full Report’ for a printout of all your Gift Card Accounts and click ‘New’ to create a new Gift Card Account.

 

You can click on a Gift Card to see all of the details of the Gift Card account.

TIP: You can click on Filter to easily search for closed accounts, open accounts or those with a credit balance, as well as creation and expiration date ranges.

When you create a Gift Card account you will see the Gift Card Account Card and you can assign a Gift Card number to the account or click ‘Auto Generate’ and GuestPoint will generate a unique gift card number. GuestPoint will also set the expiry date based on the default you set as your Gift Card Default Validity Period; you can change this manually for individual gift cards by changing the Expiry Date.

An Online PIN is also generated and this PIN will allow your guests to redeem their Gift Card on your WebPoint booking page. To record the payment, click ‘Make Payment’ and record the payment details. The transaction information is then visible in the account. To print your Gift Card receipt, simply click ‘Print’, or ‘Email’ to email a copy. You can also view a log of emails sent for this Gift Card.

TIP: You can add a footer for your Gift Card from within the Setup book on the Management tab.

Gift Cards are redeemed by selecting Gift Card as the payment type within a reservation or redeemed online using the PIN.

TIP: From the Daily Tasks tab you can see the Gift Cards that are due to expire, and you can edit the card by clicking on the Gift Card number. 

• Related Articles

• Introduction to the Accounts Tab

  The Accounts tab is the place to get financial information and where you can manage your Debtors and Non- Residential Accounts. There are three sections in the Accounts Tab: Overview, Debtors and Non-Residential Accounts.        If you have ...

• Send Debtors Statements

  To send your monthly statements to debtors, click ‘Send Debtors Statements’. Just like the ‘Send Statement’ button on the Debtors Card, this screen will default to debtors with activity in the last    calendar month and only ...

• Current & Past Transactions

  The Current Transactions tab lists all unpaid invoices. You can click on the Invoice Number to see the  details of an invoice.         When the debtor makes a payment, click ‘Make Payment’ button.         You can now select the invoices the debtor ...