Gift certificates

The Gift Certificates tab lists every certificate you've issued and lets you create new ones. It's the default tab when you open Marketing.

The list

Two cards at the top summarize your outstanding liability:

• Active — how many certificates still have a balance.
• Remaining — the total dollar value still owed across all active certificates.

Below them, a search box filters by code, and the Show depleted checkbox adds fully-used certificates back into the table. Each row shows the code, type (a dollar amount or a service name), recipient, original value, remaining value, a status badge (Active, Partially used, Depleted), and the expiry date.

On the right of each row:

Issue a certificate

Press the round + button to open the creation dialog. The fields change depending on the type you pick.

Type and scope

• Type — Service (good for one specific service) or Dollar amount (spend on anything).
• Location — appears when you have more than one location. Leave it on All locations, or restrict the certificate to specific ones.
• Therapist (service type only) — lock the certificate to one team member, or leave it on Any therapist. The service list and the suggested price follow this choice.
• Service (service type only) — the service the certificate pays for; the price shown is tax-inclusive. Inactive services are marked (inactive).
• Amount ($) (dollar type only) — the dollar value of the certificate.

Recipient, buyer, and delivery

Press Create to issue it. Create stays disabled until the buyer, recipient, and either a service or an amount are filled in.