Support Center

Gift Cards: Selling, Applying, and Refunding

Overview

Boulevard empowers businesses with the option to sell gift cards, online or in-store, and to also use those same gift cards as a method of payment. Enable gift cards under Manage Business > Gift Cards. To learn how to make adjustments or deactivate a gift card, check out Gift Cards: Adjustments & Deactivating.

 

Enabling Gift Cards

IN-STORE

  1. Navigate to the Manage Business settings and click the Gift Cards tab. Under “Gift Card Settings” toggle Enable gift cards at the business. This enables gift cards across all locations.
    Enable_in-store_gift_cards.png

  2. If you don’t want to offer gift cards at certain locations - 
      1. Check Allow locations to opt out of enabling gift cards and click Save.
        Allow_locations_to_opt_out.png
      2. Navigate to the Manage Location settings. Under the Details tab > Location Features > Deselect Enable Gift Cards.
        Screen_Shot_2020-10-27_at_6.09.07_PM.png

ONLINE

  1. Navigate to the Manage Business settings and click the Gift Cards tab. Under “Online Gift Cards” toggle Enable selling gift cards online from your business’ website. This enables online gift cards across all locations.

    Enable_online_gift_cards.png

  2. If a location would like to opt-out of selling online gift cards, enable Allow locations to opt out of enabling gift cards AND navigate to the Manage Location settings. Under the Details tab > Location Features > deselect Sell Gift Cards Online.

    Disable_location_online_gift_cards.png

  3. Next, under Purchase Amounts set fixed or custom gift card amounts that clients can select from when purchasing online. 

    gift_card_amounts.png

    *Note: amounts must be at least $25 and no more than $1,000.
  4. Pick which Gift Card Designs you’d like clients to be able to choose from when purchasing gift cards online. You must select at least one design.

    Designs.png

  5. You can also edit the Online Gift Card Code Length. This is useful when you’d like to be able to differentiate online from physical gift cards during checkout.

    code_length.png

  6. Edit your Gift Card Website settings if you’d like to display a custom message on your landing page. You can also easily copy your online gift card website URL by clicking the clipboard icon. Lastly, if you’d like to attribute all gift card sales to a specific location, toggle the Attribute sales to a specific location setting and choose the name of a location.

    SETTINGS
    Gift_card_website_settigs_UPDATE__.png

    GIFT CARD WEBSITE
    Custom_Message.png

  7. When all settings are complete, click Save.
    save.png

Selling a Gift Card

IN-STORE

Gift Cards, like products, can be added to an existing appointment at Checkout or they can be sold individually in a retail-only order.

  1. Open the Checkout window
  2. In the Gift Cards section (not the payment method at the bottom) manually enter or swipe in the number
  3. Enter in the dollar amount of the Gift Card
  4. Click Add Card
  5. Complete Checkout as usualbuygc.jpg

ONLINE

  1. Clients can purchase gift cards online via your booking widget or from your Online Gift Card website (found in your Online Gift Card Settings).

    BOOKING WIDGET
    egift_card_purchase.png

    ONLINE GIFT CARD WEBSITE
    Screen_Shot_2020-10-27_at_1.53.01_PM.png

    IMPORTANT: For businesses with multiple locations, clients must choose a location to purchase a gift card at. However, gift cards can be redeemed at any of your locations.

  2. They can then select an amount from the predetermined options, or choose Custom Amount to enter their own and click Add.
    egift_card_amount.png

  3. Clients will be prompted to enter the Gift Card Details. If they are sending the gift card to someone else, they can enter the recipient’s name, email, their name as well as an optional message. Click Add Details when done.

    gift_card_details__name___message_.png

  4. Next, they will choose a gift card design and click Pick a gift card.

    choose_design.png

  5. Then they will choose if they want the gift card delivered now or on a future date and click Continue to summary. If all details are correct, enter any promo code they have and click Next.

    choose_date.png

    *NOTE: Gift cards will be sent to the recipient at 7:00 am local time (based on your business' location) on the date that you select.

  6. Lastly, they will enter their Contact and Payment info and click Complete to process the gift card order.
  7. The purchaser will receive an email receipt:
    Gift_Card_Email_Purchaser_Receipt.png
  8. The recipient will receive an email with their new online gift card on the delivery date:
    Gift_Card_Email_Recipient.png

Applying a Gift Card

  1. From the Checkout window click Gift Card
  2. Enter or swipe in the number on the card
  3. Click Search           searchgc.jpg
  4. From the available balance, enter in the dollar amount to apply to the gift card
  5. Click Add Partial or Complete $0 Checkout if balance is now $0apply.jpg
  6. With the gift card funds now applied, complete Checkout as usual

 

Refunding a Gift Card

  1. Open the desired order by clicking View Order or after searching for it in the Sales tab
  2. Click Refund under the applied gift card payment
  3. Apply a full or partial refund as usual
  4. The gift card balance will be proportionally deducted based on the refund amount.

Screen_Shot_2020-03-25_at_2.20.10_PM.png 

Gift Card Sales Orders

From your Sales tab, you can select the Gift Cards section to see all gift cards sold, the code, current balance, if there was a recipient, their email, and the source (online or retail). 

Sales_Data.png

Clicking the Resend button will email the gift card to the recipient again.

Sales_Data_Resend.png

COVID-19 Client Communication Templates

VERSION ANNOUNCING CLOSURE:

Dear [your business name] client,

In an effort to keep our community safe, healthy, and fight the spread of Coronavirus (Covid-19) in the US,  [your business name] will be temporarily closed. The safety of our clients as well as our workers is of utmost importance to us.  

 We encourage you to reschedule your appointment online for after [return to business date]. Please consider supporting our team during this downtime by purchasing gift cards in advance of your appointment. The process is simple! Just go to our website [link your site here] 

  • Click Book Now
  • Select Location [if applicable]
  • Click "Purchase Gift Card"
  • Add the gift card purchase amount and run through the checkout per usual. 

Please email us with any questions or concerns. We’ll be replying to emails during normal hours of operation.

We look forward to seeing you all soon. 

Stay safe and healthy, 

Owner, Business

 

VERSION ANNOUNCING GIFT CARDS ONLY

Dear [your business name] client,

The Coronavirus (Covid-19) quarantine means our business will remain closed and effectively keep our stylists out of work for the foreseeable future, but all is not lost. There are simple, impactful ways you can support our temporary closure that will really make a difference. 

Reschedule your appointment online for after XXX so we can hit the ground running, post-quarantine. 

Purchase a gift card in advance of your appointment by going to our website [link site here]

  • Click Book Now
  • Select Location [if applicable]
  • Click "Purchase Gift Card"
  • Add the gift card purchase amount and run through the checkout per usual.  

Please email us with any questions or concerns. We’ll be replying to emails during normal hours of operation.

 We look forward to seeing you all soon. 

 We appreciate you,

 Owner, Business


 

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