Gift Card Types
A Gift Card Type is a predefined gift card that can be sold in the register. Creating a Gift Card Type allows you to specify a price and value, redemption criteria, when the card is available to sell in the register, and when it expires.
When you select a Gift Card Type to sell in the register, its details are automatically populated in the register according to how it was configured. These details can be changed in the register prior to completing the sale if needed.
Note: If you know a gift card's number, the card's details can be looked up quickly via the Gift Card Lookup modal.
Predefined Gift Card Types vs Standard Gift Card Types
You do not need to configure a Gift Card Type to be able to sell a gift card in the register. When creating a gift card in the register, the register defaults to a Standard gift card type. Any gift card that is sold at the register without selecting a predefined Gift Card Type is considered a Standard gift card. Standard gift cards are configured right there in the register at the time of sale.
You can manually change the Gift Card Type in the register by selecting Standard and choosing a new type. To change the default gift card applied by Meevo, go to the Business Preference option Default Gift Card Type in the Gift Cards section.
Note: To set up gift cards that are to be sold at other retailers, see Setting Up a Third-Party Gift Card Integration.
Can clients redeem gift cards at any location?
This depends on the Central Office Business Information setting Restrict redemption of gift cards across locations. If this option is enabled, gift cards can be redeemed only within the location that sold the gift card. If not enabled, gift cards can be redeemed across locations, regardless of where the gift card was purchased.
Can clients check their gift card balance online?
Yes! If you are using eGift, clients can check their balances via a link on your eGift site. From there they can check balances on any gift card purchased through eGift or at your business.
Promotional Gift Cards vs Standard Gift Cards
| Standard Gift Card | Promotional Gift Card |
|---|---|
| Can be purchased by clients. | Cannot be sold and has no purchase price. Promotional Gift Cards are awarded as part of an eGift promotion or manually applied at the Register. . |
| Can be redeemed until the available balance is exhausted. | Can only be redeemed once, even if the full promotional value is not used. Any remaining promotional value is forfeited after redemption. |
| Redeems as a payment method. | Can be configured as either a liability (payment method) or non-liability (discount). |
| Can generally be redeemed toward eligible purchases. | Can be restricted to specific item types or a specific service, depending on the Gift Card Type configuration. |
| Can be reloaded based on your business's Gift Card configuration. | Cannot be reloaded, but the card number can be reused after redemption. |
| Can be refunded based on your business's policies. | Cannot be refunded. |
| Uses standard eGift designs and notification templates. | Can use promotion-specific eGift designs and dedicated Promotional Gift Card notification templates. |
Note: When configured as a non-liability Promotional Gift Card, the card is applied during checkout as a discount rather than a payment method. You can also configure which items it can be redeemed toward and whether it can be combined with other discounts.
Gift Card Masking
Gift card numbers are masked throughout Meevo; we display the last 4 digits and obscure all preceding digits with 4 asterisks. For example, gift card number 1234567 will be masked as ****4567. If a gift card does not have at least 4 digits, Meevo adds 0’s ahead of the number. For example, gift card number 12 will be masked as ****0012.
The security key Register > Gift Card Lookup > Show Gift Card Number controls the ability to unmask gift card numbers in Meevo. For example, when the key is set to Grant, gift card numbers can be exposed through the Gift Card Lookup modal or unmasked in a particular report.
Adding a Gift Card Type
Tip: If creating several records that have similar details, select Copy to create a new record with fields identical to the one you just copied. This can save you a lot of time when creating data in Meevo. Note Central Office cannot copy items that are owned by a location.
- To get to Gift Card Types, type gctype into the Convobar, or go to Meevo > Register > Gift Card Types.
- From the Gift Card Types search form, select Add New.
- Enter a Display Name and Short Description for the Gift Card Type.
- Customize Gift Card Prefix: Enable this option to assign a custom 1–3 letter prefix that replaces the default GFT prefix when gift card numbers are automatically generated.
- Custom prefixes can be used to distinguish Gift Card Types, such as Promotional Gift Cards, from standard gift cards.
- Once a Gift Card Type has been issued, this setting can no longer be edited.
- Promotional Gift Card: Promotional gift cards are gift cards that are given for free at the Meevo register or via eGift Promos. Promotional gift cards can only be fully redeemed once.
- If you select a specific service from the drop-down, the gift card can only be redeemed toward that service.
- If you do not select a specific service, the Default Value becomes the maximum redeemable amount. The client may redeem the gift card one time, up to its full value. If the price exceeds the Default Value, the client pays the difference. If the service price is less than the Default Value, the remaining balance is not returned as change.
- Treat this promotional gift card as a liability: This option determines how Promotional Gift Cards are redeemed, and determines how they are reflected in liability reporting.
- When enabled, the Promotional Gift Card is redeemed as a payment method and contributes to outstanding gift card liability totals.
- When disabled, the Promotional Gift Card is redeemed as a discount and is excluded from gift card liability reporting. Non-liability Promotional Gift Cards can also be configured to restrict what items they may be redeemed toward and whether they can be combined with other discounts.
- This option is controlled through the security key: Change Promotional Liability Setting, nested below Register > Gift Card Types > Main.
- Once a Promotional Gift Card Type has been added to a promotion, the Promotional Gift Card designation can no longer be edited.
- Once a Promotional Gift Card Type is sold, the Promotional Gift Card settings —including liability status, redemption settings, and discount behavior—remain locked, even if all issued cards of that type expire. This ensures reporting accuracy and prevents promotional Gift Card Types from being converted into standard gift cards (or vice versa).
- Redeemable Towards: When a Promotional Gift Card is configured as a non-liability and is not restricted to a specific service, use this setting to determine what items the Promotional Gift Card discount can be applied toward. Available options include Services and Products, Services, Products, Packages, Memberships, Gift Cards, Fees, and Rebooked Appointments.
- Allow discounts to be applied to items discounted by this Promotional Gift Card: Determines whether other discounts can be combined with a non-liability Promotional Gift Card when both apply to the same item.
- Available to Purchase/Award From and Available to Purchase/Award Until: The Gift Card Type will be available to sell in the register during this date range. For example, you can make a Season's Greetings Gift Card available from November 1st to January 15th.
- Expires X weeks after purchase: The expiration date that gets filled in during the sale in the register is based on this setting. If this value is set to zero (0), then the register does not populate an expiration date, though this can be manually entered in the register during time of sale.
- Default Price (Standard Gift Cards only): The price that appears in the register. If the Default Price is less than the Default Value, a Special Price discount will be automatically applied in the register.
- Default Value (Standard Gift Cards only): The redeemable amount on the gift card. The Default Value can never be less than the Default Price.
- Value Up To (Promotional Gift Cards only): Determines the maximum value that can be redeemed against the Promotional Gift Card.
- For Standard Gift Cards and liability Promotional Gift Card, select Tax and/or Tips if you wish the gift card to be redeemable against those costs. If you do not select Tips or Tax, then upon checkout, the client redeeming the gift card must provide another form of payment, along with the gift card, that covers the full amount of the tip or tax calculated in the transaction.
- When finished, select Save.
Editing a Gift Card Type
Note: Some fields on the form may not be editable if the current location is not the item's Home Location.
Note: Once an item is saved with a Business Type selected and the item is made available to locations, then the Business type cannot be changed to anything other than All Business Types.
- Locate the Gift Card Type and select it.
- Select Edit, and make your changes. Only future sales of this Gift Card Type will reflect these changes; existing client gift cards of this Gift Card Types are not affected.
- When finished, select Save.
Inactivating or reactivating a Gift Card Type
When you inactivate a Gift Card Type:
- Gift cards of this type that were already sold are not affected by the inactivation.
- It is no longer selectable from any forms or menus in Meevo.
- It can still appear in Meevo reports.
- It does not appear in Meevo search results unless Inactive is selected from the Advanced menu.
- If you inactivated the item in Central Office, the item becomes inactive in associated locations as well.
- Remember that only the owner (as determined by the Owned By field) of the item can inactivate or reactivate it.
To inactivate or reactivate a Gift Card Type:
- Locate the Gift Card Type and select it.
- Select Edit.
- Select the switch to toggle it to Active or Inactive.
- Select Save.
Deleting or undeleting a Gift Card Type
When you delete a Gift Card Type:
- Gift cards of this type that were already sold are not affected by the inactivation.
- It is no longer selectable from any Meevo forms or menus.
- It does not appear in Meevo search results unless Deleted is selected from the Advanced menu.
- It may still appear in Meevo reports depending on the report setup criteria.
- If you deleted the item in Central Office, the item becomes deleted in associated locations as well.
- Remember that only the owner (as determined by the Owned By field) of the item can delete or undelete it.
Note:To delete or undelete this item, the current location must be its Home Location.
To delete or undelete a Gift Card Type:
- Locate the Gift Card Type and select it.
- Select Delete or Undelete.
- If deleting, a confirmation message appears. Select Yes to complete the deletion.
- If undeleting, the form becomes active after you select Undelete. Select Save to finish undeleting.