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.

NOTE: Services must match exactly for vouchers to be redeemable. If a business has duplicate services, the vouchers may not align because of differing service IDs. If vouchers are associated with service IDs that had their names changed during migration, the vouchers may not align correctly. Ensure that the assigned services are accurate to confirm the vouchers align with the services you want them to be redeemable for.

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 transactions.

NOTE: You can add redemption restrictions when adding vouchers to a membership, package, or client profile. If the voucher is not redeemable at a specific location, it will not show up at checkout.

NOTE: The voucher that expires the soonest is added first. Commission associated with the sale of 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 the 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 Wallet tab. Here, you will have the option to:

View total available vouchers bucketed by how they were granted (Membership or Package name)
View dates received and expiration dates (if applicable)
Edit the expiration date of the voucher
Void Vouchers to delete them permanently

NOTE: Vouchers associated with a package are not shareable.

Editing Expiration Date

Go to the client’s profile and open the Wallet tab.
Click the three-dot menu next to the voucher and select Edit voucher.
Use the pencil icon to update the expiration date.

When a voucher expires, it moves to a hidden list at the bottom of the active vouchers section.

Reactivate an expired voucher

Click View expired vouchers.
Select Reactivate next to the voucher you want to restore.
Once reactivated, it will move back to the active vouchers list.

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. Voiding a voucher cannot be undone.

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 transactions.

Managing Vouchers