The quick and easy way to redemption
November 30th, 2006 • Posted by Bill Bice • Permalink
Of Instant Gift Certificates, that is. But first, let's step back and talk about what happens when you sell an Instant Gift Certificate.
Selling Instant Gift Certificates
Every time you sell an Instant Gift Certificate, you'll receive an email copy of the receipt sent to your client (and a copy of the emailed GC, if your client choose to email it).
- If you're using automatic credit card processing, then you've already been paid. If you're doing manual processing, then you need to login to your account at SpaBoom and click on the GCs tab; any GCs you need to process have a cute little credit card icon next to them. Just click on it to bring up the credit card information.
- Process the credit card like you would a phone order. For tracking purposes, enter the approval code and invoice # from the credit card transaction, and then change the status to "Processed". You can make any notes that you'd like to see for future reference.
- If you're unable to successfully process the credit card, then contact the client for additional information. If you're unable to resolve, then mark the credit card has "All attempts failed", and then click on the GC and Void it.
Redeeming Instant Gift Certificates
Now, let's get to the redemption part. The lucky recipient has arrived on the scene:
- When the recipient schedules their appointment, go to the GCs tab and search for the GC by the To, From, date or ID.
- Verify that the GC is valid and check the remaining balance.
- Depending on your policy, you may still want to collect credit card information to hold the appointment.
- When the GC is redeemed, bring it back up in GCs. Click on the ID for the GC to see the history of activity.
- Click Redeem and record the amount of the GC that has been used.
- You don't need to issue a replacement GC for any unused portion. You can simply track the unused amount in SpaBoom. Some spas note the unused amount on the GC, and hand it back to the client, or use a rubber stamp with a blank to fill in the unused amount.
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