Overview

Vouchers can be sold as part of a package or as a monthly subscription (aka membership) to clients. Vouchers can be configured to be redeemable for a single service, or multiple services.

Redeeming Vouchers at Checkout

If a client has a purchased voucher for a service that is listed at checkout, the option to redeem that voucher appears on the left side of the checkout window.

Click the green Redeem button to apply the voucher and zero out the balance of the applicable service.
Complete and close transaction.

NOTE: The voucher that expires the soonest is added first. Commission associated with the sale of a membership with vouchers is calculated after the voucher is redeemed.

Client voucher visibility

If your clients have vouchers + a full online booking account, the vouchers populate at the checkout portion of the online booking flow. If you require deposits for services online and the client has a voucher, at this time the client is still prompted to pay the deposit.

Clients can view their voucher balances from the client portal. The portal will display the number of redeemable vouchers, the applicable services, and the expiration date (if one has been set). For more on client portal, check out this article.

Removing Vouchers at Checkout

If you added a voucher to the checkout window by mistake, remove the voucher by clicking the X next to the voucher section.

NOTE: Clicking the trash can icon next to the voucher redemption discount does not remove the voucher, only the discount. Please remove the voucher by clicking the X instead. Removing the voucher will initiate a refund and you will be prompted to note a reason for the refund.

Vouchers that are added to the checkout and then removed are considered "Refunded". Upon closing the checkout the corresponding order will show the remove(refunded) voucher will appear crossed out. A voucher value is reduced to $0 when refunded.

To learn how to issue a refund for a closed order paid for with a voucher, check out Issuing Refunds.

Viewing and Editing Vouchers

Unredeemed vouchers appear in Client Profiles under the 'Payment Methods' tab. Here, you will have the option to:

View total available vouchers
View dates received and expiration dates (if applicable)
Edit the expiration date of the voucher
Manually mark the voucher as redeemed

NOTE: Vouchers associated with a package are not shareable.

When a client has an expired voucher, we flag that it’s expired and auto-adjust the voucher count. You can see this change in the “Payment Methods” tab of the Client Profile.

Editing Expiration Date

Navigate to the client profile > Payment Methods tab and click "Edit" on the line of the voucher you wish to adjust.

Once you click edit you see a popup where you can choose the date you would like the voucher to expire on.

Voiding Vouchers

To void vouchers, navigate to the Client Profile > Payment Methods tab. You can click "Void" on the line of the voucher you wish to remove.

You are asked to confirm the void. Once you confirm, this voucher is removed from the client profile.

NOTE: Vouchers that are expired are not automatically removed from the client profile. You can see that they are expired and are unable to be redeemed, but to fully remove them from the client's profile you need to void them.

Redeeming Shared Vouchers at Checkout

Vouchers associated with membership plans that are designated as shareable are visible at checkout for clients assigned under 'Sharing' in the Memberships Tab > Membership > Sharing.

If the shared client has a voucher for a service that is listed at checkout, the option to redeem that voucher appears on the left side of the checkout window.

Click the green Redeem button to apply the voucher and zero out the balance of the applicable service.
Complete and close transaction.