How do I move a Gift Card/Voucher from one client to another?

This article will show you how to change the name on a Gift Card/Voucher from one client to another. This also works for Gift Cards or vouchers sold to Walk-In clients.

To edit a Gift Card/Voucher, go to Manager > Gift Cards/Vouchers, search for the one you want to change, and click to edit.

To move this Gift Card/Voucher to another client, click the current client name, then search for and click on the new client.

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Click Save to finish, and the Gift Card/Voucher will now exist under the new client for future use.


Updating the Expiry

If you need to update the Gift Card/Voucher expiry date after moving it to a new client, click the Expiry Date to edit it.


Recording the Change

The change will also automatically be recorded in the History of the Gift Card/Voucher.

   Re-Using Gift Cards

You cannot delete Gift Card serial numbers that have been used. If you are looking to 're-use' a gift card, you can use the steps in this guide to reassign the gift card to a new client and then top-up the gift card.


  Next Steps!

Next, you might want to email the Gift Card to the new client. Click here for a guide on how to do that.

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