This article will guide you through adding gift cards in ClubReady with a fixed and variable amount.
Content:
Create Gift Card Product
Create Gift Card Product Category
Create Gift Card Product
1. Access Product Setup: Navigate to Setup > Products > Products. Enter a gift card name and click on Create new Gift Card.
2. Add Gift Card Settings: Enter the following information:
- Short Description
- Standard Sales Price: Match the value of the gift card being created.
- Allow Gift Card Amount Adjustment?: Set to No
Select on Click to Update Product Settings button.
3. Assign Product Category: Add the new gift card product to the Gift Cards category if you have one created. See how to create a Gift Card Category below if you need to create one.
4. Gift Card in the POS: Gift Card product is now available in the POS.
Create Gift Card Product Category
1. Access Product Categories: Navigate to Setup > Products > Product Categories. Enter “Gift Cards” in the create new field and click on Create a New Product Category button.
Gift Card Category is now created.
2. Create a Variable Price Gift Card: Navigate to Setup > Products > Products. Enter a gift card name and click on Create new Gift Card.
3. Enter the following information:
- Short Description
- Standard Sales Price: That you want the card value to default to. In this case, we used a $1 default value but it is not required.
- Allow Gift Card Amount Adjustment?: Set to Yes
Select on Click to Update Product Settings button.
Congratulations! You have successfully created a gift card product and category.
Requirements - A 'Master Admin' login or a staff login with the following permissions.
- Setup: Can access Setup
- Setup: Can access products setup