Discount and Gift Cards / Flex Passes
Sales of Gift Cards/Flex Passes

To sell a Discount card/Gift card/FlexPass, click on the Sell button

Select the customer to whom you wish to sell the card from the Customer drop down list.

Select an existing Card Type from the Card Type box. The name of the card that you have selected will also appear under the Card Name box in light grey text.

You can create a new card type by going to Maintenance > Discount and Gift Cards/Flex Passes.

If you don’t want to print out the card at the time of the sale, uncheck the Print Card checkbox in the Options section.

The unique bar code number that will be assigned to this Gift card/Flex Pass is displayed in the Barcode field.

If the customer would like personalised text to be printed on the gift card, you can enter this in the Add note field.

To edit the layout of the Gift/Discount card that will be printed, go to Maintenance > Report formats > Gift card formats.

To set the default validity period for which the card can be used, select the required From and Until dates from the drop-down calendars.

In the Present Balance field, you will see the default credit on the card. You can increase/decrease the default value of the card by entering the new amount in the New field. The amount showing in the New field will be the amount that is to be charged to the customer.

Select the Payment method from the drop-down list. If Credit card has been selected as the payment option, the Card data input form will appear.

Click on the Save button. The card will be added to the Cart.

To add additional cards to the Cart, click on the Sell button again and follow the steps above.

To remove a card from the Cart, select the card, then click on the Delete from Basket button.

Note that if you are selling a Discount Card rather than Gift Card/Flex Pass, the amount to be collected from the customer will not be displayed until you reach the window shown above.

You can use a Coupon to pay for the card(s). Select the Coupon type from the drop down list, (new Coupon types can be entered under Maintenance > Coupon types) and enter the amount.

Click on the Accept button.
A pop up box will appear saying “x discount card(s) entered successfully” and the Gift Card/Flex Pass will be immediately printed.