Help CenterDo you have clients wanting to purchase memberships or packages for other clients, or have members wanting to purchase a gift for a customer who's not a client?
Now, we've made it easier for you. Here's how.
Step 1. Create a Retail Product.
To do this, go to "Admin" on the top menu then click "Retail Products" on the left side under "Products & Services".
Step 2. Create a 'Retail Product' for your Gift Certificate.
Click "+ Add Retail Product" on the right then fill it out with the needed information then save. Eg. Gift Certificate $$
Note: Make sure that the price matches the dollar amount you want to sell the gift certificate for.
Step 3. Create a unique promotion/discount code to redeem the gift certificate.
To create a unique promotion code for your gift certificate, go to "Admin" on the top menu, click "Promotions" under "Products & Services", then click "+ Add Promotion" on the right.
Fill it out with the needed information then hit save.
Note: The title must be 25 characters or less. The *Code will be auto generated after entering the title. You can edit the *Code before saving.
Notice the 3 sliders below add promotion. The unique promo code can be used to limit both services, packages/memberships, the number of uses and who can use the promotion.
For a more detailed guide on promotions, you can check here.
In this example, I decided to limit the promo code for my gift certificate to be used once per customer. This means that after my customers use the promo code for the gift certificate, they won't be able able to use it again.
Step 4. Purchase the Gift Certificate for your client.
Just as you would normally purchase a package/membership for a client, head to the Customers section, search for your client and click PURCHASE. On the Make Purchase screen, scroll down to RETAIL PRODUCTS, click PURCHASE beside the Gift Certificate then click NEXT, CONFIRM and CLOSE.
Note that this is only handling the purchase/payment of the Gift Certificate, to redeem it, continue to Step 5 below.
Step 5. Redeem the Gift Certificate.
Now that we've got the Gift Certificate $25 purchased, and we've added a Gift Certificate promotion code that can be used once per customer created, let's redeem it! To redeem a gift certificate, the code NEEDS to be entered during the purchase process. This can be done by you, the business, the customer, and on the website or via the app.
Choose the customer to redeem the code for. Head to the Customers section, search for your client and click PURCHASE. On the Make Purchase screen, click PURCHASE beside the item you want to purchase. In the "promo code" box, enter the "code" generated when we created the promotion code then click "Apply" (Very Important!). For this example, it's "redeem-gift-certificate". You can see in the promotion code box, we entered that code. You'll notice that the total price for the package hasn't changed since we haven't applied the promo code yet.
Once we applied the promo code, it will show the original price, the discount/promo applied then the total. Click NEXT > CONFIRM and CLOSE.
Top Questions:
Q: Is it possible to charge my client a miscellaneous fee for the Gift Certificate instead of creating a Retail Product?
A: Yes, it is possible. However, this functionality is only available for your business. If you want the Gift Certificates/Retail Products to be available for your clients to purchase while they are logged in, follow the steps above.
Q: How can I charge my client a miscellaneous fee for the Gift Certificate?
A: To do this, head to the Customers section, search for your client and click PURCHASE. On the Make Purchase screen scroll down to Miscellaneous Charge. Fill out the details, hit PURCHASE > NEXT > CONFIRM and CLOSE. Note that this is only handling the purchase/payment of the Gift Certificate as a miscellaneous charge, to redeem it, go to Step 5 above.
That's about it! Any questions, chat with us or send us an email to support@fitli.com.