In order to create and sell gift cards, you need to use templates. A template determines all important characteristics of a gift card, such as what it can be redeemed for (products, services), value or expiry date. 


After you enable the Gift Cards add-on, there are two default templates in the system: a specific amount gift card (allows you to specify the value of the gift card during each sale) and a specific service gift card (allows you to specify what services the voucher can be redeemed for). Apart from that, you can create your own templates. 


There are two main types of gift cards: amount gift cards and service gift cards.


In order to create an amount gift card template:


  1. Sign in as an administrator or a receptionist
  2. Click settings in the left sidebar
  3. In the add-on settings section, click gift cards:

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  4. Click new template in the right upper corner:

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  5. Enter the name of the template
  6. Click the services drop-down menu and decide whether gift cards created with the template will be redeemable for all services, selected services or no services.
    Tip: Selecting services in the case of an amount gift card template may seem counter-intuitive, but it will allow you to promote specific services - for example, you will be able to sell gift cards for a given service or services

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  7. Click the products drop-down menu select an analogous option for products

  8. Specify the value of the gift card. By default, it will also be the price of vouchers created with the template. If the price is to be different than the value, click edit purchase price and specify the amount (note: before you do so, make sure it's legal in your country or state)

  9. Specify the expiry date. It will determine the expiry of both gift cards created with the template and the template itself. 

  10. Click create.


In order to create a service gift card template:


  1. Sign in as an administrator or a receptionist
  2. Click settings in the left sidebar
  3. In the add-on settings section, click gift cards:

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  4. Go to the service gift cards tab:

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  5. Click new template on the right:

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  6. Enter the name of the template

  7. Click the drop-down menu and select a service or services that customers will be able to pay with the vouchers for:

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  8. If you'd like to create multi-session vouchers, enter the number of sessions:

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  9. To add more services, click the add another service button

  10. The purchase price will be automatically calculated based on the sum of constituent services. You can also enter your own purchase price in the purchase price field.

  11. In the valid until field, click the drop-down menu and decide how long the vouchers will be valid. You can select a duration or enter a specific date:
    5, 2, 1 year, 6, 3 months - default periods
    selected date - choose a specific date
    no restrictions - created vouchers will be valid for an indefinite period of time (no expiry date)
    other - enter your own period (number of months)

  12. Once you've entered all required information, click create.


Also see:

» How to sell gift cards

» How to add gift vouchers sold outside Versum

» How to edit and delete gift card templates