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 change which default Gift Card Type Meevo applies via a 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.
What is a promotional gift card?
A promotional gift card:
- Can only be redeemed one time, either towards a specific service or up to a pre-determined value
- Cannot be refunded
- Cannot be sold (they have no price)
- Cannot be reloaded, but the card numbers can be reused
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.
- 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 Description for the Gift Card Type.
- Valid From and Valid 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: 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: The redeemable amount on the gift card. The Default Value can never be less than the Default Price.
Note: The Default Value field is an important one if you are creating a promotional gift card. Be sure to read Step 8 below for details.
- Select Tax and/or Tips if you wish to Allow the Gift Card to be redeemed towards 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.
- Promotional use only: Promotional gift cards can only be redeemed one time.
- Specific Services: If you select a service, the gift card can only be redeemed once, and only towards that particular service.
- If you do not select a specific service, the Default Value is the maximum redeemable amount. The client can redeem the gift card one time up to its value. If the price of what is being redeemed is more than the Default Value, the client pays the difference. If the price of what is being redeemed is less than the Default Value, the client does not receive the difference as change.
- 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.
- 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.