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

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

Go to Manager > Gift Cards/Vouchers, then use the search fields at the top of the screen to find the Gift Card/Voucher you wish to change. Once you've found it, double-click it to edit it.

20210622_183321.gif

To move this Gift Card/Voucher to another client, click the X beside the current name in the Client field. Then click the Magnifying Glass to search for the new client, or start typing the client's name into the Client field. Once you've found the client, double-click them, then click Save to finish.

20210622_183550.gif

The Gift Card/Voucher will now exist under the new client's Client Card for future use.

The change will also be recorded in the History for the Gift Card/Voucher

mceclip0.png


 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.

Was this article helpful?
0 out of 0 found this helpful