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Loyalty and Incentive Programs |
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Detailed Gift Certificate Program
Enable the gift certificate program in
preferences. Once this is done menu selections and icons for the
program will function.
You may enter all older gift
certificates that may have been already issued into the program using
the Add Old Gift Certificates from the tools menu.
Certificates
may be for a fixed dollar amount or for a selected service. When
selecting a service the price of the service will be set in the
certificate amount. If you want the taxes to be added to the price
by default check the box in preferences that indicates Gift Certificate
Tax Default = Yes. You can override the default setting by
checking or un-checking the Include Applicable Tax box.
Certificates
should be issued with a number for tracking. After entering the first
number the system will increment the numbers for you. The gift
certificate number will be added to the receipt record for tracking
purposes.
Certificates may be in the form
of paper certificates or a plastic card. In both cases the
certificate number must be shown.
Add Old Gift
Certificate Screen
Normal addition of new
certificates at the time of sale uses the dialog shown below. Select the .GIFT item from the items entry box and the
dialog will appear. Note that you must enter a name in purchased
for. After entering the information click on Accept and the amount
will be entered in the sale and the certificate will be entered into the
system.
Add New Gift
Certificate Screen
You may manage your gift
certificate program using the gift certificate manager, access this
window from the Administration Tools menu by selecting Gift Certificate and Prepaid
Service History.
Gift
Certificate Manager Screen
A number of reports, editing and sorting
options are available using the buttons at the bottom of the screen.
Gift Certificate View / Refund
To quickly look up and view the status of a gift
certificate open the tools menu and select "Look up gift certificate".
The following screen opens to allow selection of the certificate number
and then to view the certificate status.
Should you wish to refund the certificate to the client
click on the refund button. Note that the refund once completed
cannot be reversed and the refund should be completed on the sales
screen.
Gift
Certificate View Screen
To use a gift certificate as
tender click on the gift certificate icon or enter tender type 8. Enter the certificate
number and click on Look up the Certificate. The Owners name will
be displayed as well as current value, the tender amount required and
the value of the certificate after the sale is completed. if there
is sufficient room on the certificate click on accept then complete the
sale as normal. The certificate file will be updated. if the
certificate remaining value is not sufficient for the full tender you could accept the
certificate as part of a split tender.
Gift
Certificate Tender Screen
Gift Cash Card Program
Gift Cash Cards are different from Gift
Certificates in that the Salon & Spa system does not manage the
balances on Cash Cards. Cash cards are loaded and used by your
credit card swipe machine. Balances on the card are recorded to
the card by the provider of your card system.
Salon & Spa does track the sale and use of the
cards and reports the outstanding cash card balance in your program at
any point in time. You are also recording the activity on sales and
use of cash cards that created your outstanding balance. Reports for
the cash card program are found in the Administration menu.
Gift cash cards offered for sale are entered into
your inventory as GCC items in Other Inventory. You may have .GCC
with a sale price set to $0.00. In this instance the amount of
the Cash Card would be entered by the staff at the time of sale.
Others could be .GCC 100 where the price is set to $100.00 for a $100
dollar card and so on.
Tender code for the cash cards is "C" or pick
from the tender list. The daily register close will show the
sale and use of cash cards.
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