Managing gift cards

The Gift Cards tab displays a list of all gift cards that have been generated in your Dashboard, along with their type, number, remaining value, and creation date/time. You can customize how information is shown using the below options.

• Sort by column: Each column can be sorted in ascending or descending order, similar to a spreadsheet. Click the name of the column you wish to sort by, and the data will sort automatically.

• Count per page: Adjust the number of gift cards shown on the page. This option is located in the Display options menu (look for the gear icon).

• Group by: Group cards by their card type or created date. To remove a group, select None.

Other options

• Search gift cards by their number using the Find menu (card number must be an exact match).

• Click the Download icon to download gift card data into a CSV file. This file can then be opened in a program like Excel or Google Sheets.

• Click the Print icon to print the current page. Any sort order or display options you’ve set up will be reflected when printing.

Before you can start using gift cards, you’ll need to have at least one gift card type set up. Examples include a generic gift card offered to a customer, or a membership card that can be used over a certain timeframe.

To create a gift card type:

1. Go to the Settings section of your Dashboard and select Gift Cards.
2. Select the Card Types tab.

3. Click New gift card type.

   • Enter in the Type. Examples: Gift Card, Membership Card.
   • Optional: Enter a SKU. This is an abbreviated version of the Type that is shown throughout your Dashboard. Examples: GC, MC.
   • Enter a note to include in the recipient email. This should include instructions on how to redeem the gift card.

4. Click Create gift card type.

   

Once created, the gift card type will appear in the list of Card Types, where you can edit its name or SKU if needed.

Gift cards can be created three ways:

1. Manually, in Settings > Gift Cards,
2. Automatically, when a customer buys a gift card online.
3. Automatically, when a reservationist creates a gift card on behalf of a customer.

This section will show you how to manually create gift cards in your Settings. This can come in handy, for example, if you need to track gift cards that weren’t originally issued from FareHarbor.

To add one or more gift cards:

1. Go to the Settings section of your Dashboard and select Gift Cards.

2. Click the Add cards button.

   • Enter the number of gift cards you’re creating. You can create as many gift cards as you’d like.
   • Optional: Enter a Card number. This is a custom ID that you can assign to a gift card. If adding multiple cards, you will not see this option.
   • Enter a Starting value. This is how much money will be available to the recipient on the gift card.
   • Optional: Add a note. This can be used for recording information such as customer name, date purchased, etc.
   • Select the Type.

3. Click Create cards.

   

Once created, your cards will appear on the Gift Cards tab. Each card will be given a unique identifier, which can be used to redeem the card later.

When a gift card is redeemed, the value of the card will automatically be adjusted. However, if you need to make a manual adjustment to a gift card, follow the steps below.

To adjust a gift card value:

1. Go to the Settings section of your Dashboard and select Gift Cards.
2. Click Edit next to the gift card you want to adjust.
3. Click Adjust card value.

4. Enter an amount in the Adjust value by box. Remember to include a minus (-) sign before the value if you want to reduce the total amount.

   For example, entering a value of -$15.00 will decrease the total value by $15.00.

5. Optional: Add a note.

6. Click Adjust value.

   

Deleting a gift card effectively “inactivates” it, meaning it will be completely removed from the system and can no longer be redeemed.

To delete a gift card:

1. First, adjust the gift card value to $0 by following the steps above (a card cannot be deleted if its value is more than $0).
2. Click the Card Settings tab.
3. Click the Delete button.

4. Click OK to delete the card.