Keep every gift certificate balance connected to your bookings.
Issue, deliver and manage gift certificates from the same workspace your team uses for service bookings.
Give staff a clear record of what was issued, what has been used and what remains. Review outstanding balances without maintaining a separate gift certificate tracking spreadsheet.
01
Issue a certificate with the details your team needs.
Authorized staff can create and manage gift certificates with a code, value and recipient details. Issuing certificates and managing existing ones are separate permissions, so access can match the person's responsibilities.
- Keep certificate records in your booking business.
- Control who may issue value and who may manage existing records.
- Use the certificate history when a customer asks about the remaining amount.
02
Email now or schedule a delivery date.
Send a certificate by email when it is ready, or set a future delivery date. Your team can handle a customer's delivery request from the certificate record instead of keeping a separate reminder list.
- Immediate email delivery for an issued certificate.
- Scheduled delivery for a chosen date.
- Recipient and sender names with a personal message.
- A printable certificate with its code and QR code.
- A deliberate resend when the recipient needs another copy.
03
Track redemptions and remaining value.
Gift certificate payments connect the certificate to booking activity. Partial redemption leaves a remaining balance, and history brings issuance, booking payments, refunds and adjustments into view. Check the balance before making a change.
- Follow the certificate's booking payment history.
- See what is still available after a partial redemption.
- Record balance adjustments with a note.
- Keep a consistent record when a customer contacts another team member.
04
Handle corrections without losing the history.
Reissuing a code replaces the old code while preserving the balance and history. Voiding a certificate keeps the record and requires a reason. Balance adjustments require a note and cannot take the balance below zero.
- Reissue a code when it needs replacing; the previous code stops working.
- Add or remove value with a recorded explanation.
- Void a certificate deliberately; voiding is permanent.
- Retain the record for later review.
05
See the total still outstanding.
The gift certificates accounting report shows current unspent balances, with expired certificates separated, plus activity for a selected period. Codes are not exposed in the report or its CSV export. Use it to help your accountant reconcile certificate activity with the books.
Explore outstanding-balance and accounting reports →06
Ask your AI about a certificate's history.
An approved MCP connection can use supported gift certificate tools within the person's permissions. Ask for a balance or history, or request a specific management action when the connection allows changes. Review the details before issuing value, sending email or voiding a certificate.
- Read: show this certificate's balance and history.
- Read: summarize outstanding certificates.
- Action, with permission: schedule delivery or adjust value with a note.
- Action, with permission: reissue or void a certificate.
Your questions, answered.
- Can customers buy gift cards themselves through an online checkout?
- Gift certificates are currently issued by your team. This feature covers issuing, delivery, redemption and balance management; it does not provide a customer self-service purchase checkout.
- Can a customer use part of a certificate?
- Yes. Partial redemption through the supported gift certificate payment workflow leaves the unused balance on the certificate. Check the payment history and remaining value on the record.
- Does issuing a certificate record a sale?
- Issued value records what went onto a certificate; it does not by itself establish that money was received. Keep the issuance, any payment collected and redemption activity distinct in your accounting workflow.
- Can gift certificates have an expiry date?
- A certificate can carry an expiry date. Choose your policy and dates according to the requirements that apply to your business; the software does not determine whether an expiry policy is legally valid.
See how it fits your business.
Booking accounting reports →
See what is owed, due, received and still held for future bookings.
Staff roles and permissions →
Give each person access to the work they are responsible for.
Connect your AI →
Use Claude, ChatGPT or Grok with the access you approve.