How to setup and use Gift Cards or Certificates in SalonTouch Pearl

Modified on Fri, 20 Jan 2017 at 02:43 PM


Setting up Gift Certificates or Gift Cards is fairly simple. Follow these steps:




  1. Go to Setup --> Register --> Keys

  2. Make sure that "Gift Certificates" is check marked and selected.

  3. Select "Require Tracking".   This will allow a tracking number to be assigned to the gift card to it can be reloaded

 


 


To sell the gift certificate follow these steps:


  1. Go to the Register, select the client and click on Other Items --> Purchase Gift Certificate

  2. Enter the amount of the gift certificate and enter the tracking number and then click OK

  3. Enter the name of the person for whom the gift certificate is being purchased

  4. Click Tender and complete the transaction as usual.




You can also manually edit the values of gift cards.
  1. Click on Setup --> Register
  2. Scroll down to Gift Certificate in the Payment Keys Accepted section.
  3. Click the Gift Certificates button.
  4. This will open a new window listing the gift certificates.  You can search for a specific tracking number by entering it in the field on the upper right and clicking Find.
  5. Clicking on the gift certificate will open a second window.
  6. The information in the Current Value, Expires, and Popup Memo fields can all be altered.  Other information cannot.
  7. Click Save after you have made your changes.
  8. You are also able to DELETE a gift certificate by clicking the Delete button.
  9. Once you are back to the Gift Certificates window, click Close to exit the window or edit another gift certificate.



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