Selling Gift Vouchers is easy with Simple Salon. By utilising our Gift Voucher features, you can create a new sales channel for your business. The revenue earned in advance can provide a boost for your business’ cash flow. Not only that, but gift giving will be a breeze for your clients!
This article will guide you through our Gift Voucher process from start to finish. If you would like to skip ahead, please feel free to do so. We will be covering the following:
- Creating Gift Vouchers
- Selling Gift Vouchers
- Creating Variable Gift Vouchers
- Redeeming Gift Vouchers via POS
- Finding a Gift Voucher
- Processing Vouchers Without a Valid Voucher ID
- Selling Gift Vouchers Online
- Viewing Client's Vouchers
There are two types of vouchers you can create. The first type is a Cash voucher. This voucher is for a dollar amount, and can be used to redeem any service and/or product to the value of the voucher.
The other type is a Service/Product voucher. These can only be used to redeem the service or product of which it specifies i.e. a Bikini Wax gift voucher can only be used to redeem a Bikini Wax service.
To get started in creating either of these types, you can head to:
Admin > Vouchers & Packages > Gift Vouchers > New
Once you select New, you will be greeted by the Add Gift Voucher section on the right.
You will need to select either Cash, or Service/Product from the Gift Voucher Type drop down.
For Cash gift vouchers, you'll need to enter the Voucher Name, Retail Price, Gift Voucher Value and Expiration (you can set it so it never expires too).
For a Service/Product gift voucher, the process is similar however there is no Retail Price. Instead, when you click Next, you will see the Add Gift Voucher Item section. This is where you select the item/s that will be redeemable when a client purchases this gift voucher.
Always remember to Save when you're complete.
If you would like more information on how to create gift vouchers, this article will go a little more in depth.
You've probably also noticed the Loyalty Points Earned box. If you don't know already, Simple Salon has a Loyalty Program. You can set it so every time a client buys a gift voucher, they earn points. The accumulation of these points can reward clients with gift vouchers or free services of your choice. Head over here for more information on our Loyalty Program.
Now that you have created your vouchers, you can start selling them! To get started, you will first need to add your client to POS:
POS > Add Client
There are also other ways of doings this—
- Via the Add To Sale link in the Actions menu of the client's client card
- By clicking the client's name on their appointment and selecting Add Client To Sale
Once you have added your client to POS, you can add the Gift Voucher of your choice to the sale by selecting Add Items as shown below:
Select Gift Voucher from the Add Items to Sale pop-up, and fill in the necessary information on the right side-bar. After you have added the gift voucher to POS, you can Receive Payment and Finish Sale.
Once your sale is complete, you will see a unique Voucher ID number displayed in the next pop-up window.
You need to write this ID on the physical voucher that the client takes away with them. This is how the voucher is tracked. Click OK after you have copied the Voucher ID onto the physical voucher. We will show you later on in this article where you can find a client's purchased vouchers.
You can also create variable gift vouchers on the fly while processing a sale on POS.
When your client has been added to the sale, click Add items. Select Variable Voucher and fill out the voucher details on the side panel:
When the voucher is added to the client's sale, it's ready for purchase. Click Receive Payment, choose the payment type, and Finish Sale.
The next window to pop up will display the Voucher ID. As mentioned earlier, it is important to write this ID number on the gift voucher to make it easier to track.
When it comes time to redeem a gift voucher, you'll first need to add the client to POS, along with the service/s or products they are paying for.
When you are ready to process the sale, you can Receive Payment. The Payment Type window will pop up. Select the Gift Voucher button and enter in the Voucher ID when prompted. Click Find
The Voucher ID should be written on the physical voucher which the client hands you. Alternatively, a client may have received a gift voucher via email. This is the ID which needs to be entered into the Enter Gift Voucher ID section.
If it is a Cash Voucher Type, the remaining value will display. A Service/Product Voucher Type will display the Remaining Items instead, as shown below:
If there is still a remaining balance on the sale, the client can pay as usual. Finish Sale and you're done!
The whole value of a gift voucher does not have to be redeemed in one sale. They can be redeemed over time up until your set expiration date, unless of course it is set to never expire.
If a client would like to find out the remaining balance on a gift voucher (of which they have a valid Voucher ID for), you'll need to navigate to any client card. It doesn't matter who, just search for a client and click on their name to view details.
You can now click Find Gift Voucher, where you can enter the Voucher ID that the client has provided.
You will be taken across to the Transaction Report, where you will see all of the voucher information. Make edits here as needed, or click Details for further transaction and payment method details.
If a client doesn't have a Voucher ID, you'll need to do a little digging to find out their details:
Reporting > Report List > Liability Report > Gift Vouchers Liability
Click Show Details to see all gift vouchers which are yet to be redeemed. You'll need to go through the list to find the voucher you're looking for:
If a client comes in with an outdated Voucher ID, or perhaps has a gift card from when you used a different system—whatever the case, we have two ways you can process these.
The first way is to process the sale as normal. Add the client to POS, along with their services and/or products that they are using the voucher to pay for.
Click Receive Payment, then in the pop-up Sale Payment Details window, click the drop down the menu and choose Gift Voucher With NO ID. Once you have selected this payment method type, click Finish Sale.
The alternative way is to recreate the gift voucher via Admin, then using this new voucher for their sale. If you would like to learn how to do this, please check out this help article for more information.
If a client comes in with an expired voucher, it is also possible to change the expiration date. Click here for more details.
If you have your Online Booking mini-site set-up, you can sell your gift vouchers online too. If you don't, we highly suggest you check out this article for further info.
To get this set up, you will first need to enable the Pay Upfront option. Head over to the Online tab, then Admin:
If you are not already connected to Stripe, click here to learn how to connect.
You will now be able to create your gift vouchers for online. Under the Setup tab expand Gift Vouchers. Click the Add Gift Vouchers and select New. You will need to create a name for this voucher, as well as add pricing:
If you would like more information on selling gift vouchers online, or perhaps your interested in what the client's purchase process looks like, please click here.
You can see a list of clients who have purchased Gift Vouchers for any date range by going to:
Marketing > Clients Who Purchased a Voucher
Choose your desired date range on the right side panel, and when you're ready, click Search.
Clients who have purchased a voucher during that date range (and who fit into the parameters set via drop down menus) will be displayed:
You can also view Gift Vouchers that have been sold or redeemed.
To do this, you can head to Reporting > Report List. The Gift Voucher Report and Liability Report is where you can track all of your vouchers.