Packages and memberships
Create a package of visits or a membership, sell it to a client, and each visit that uses it reduces what is left, and you can see what remains for every client.
Gift cards and coupons
Sell a gift card for an amount, with a code and an expiry. At checkout the client's code pays up to its balance, in a single guarded step, so two team members cannot spend the same balance. If a visit that used a card is cancelled, the amount goes back on the card.
A coupon gives a percentage or a fixed amount off the visit and can have a limit on its uses. A coupon you took off is returned to its count.
- Gift cards with a code, an amount and an expiry
- Coupons by percentage or by amount, with a usage limit
- Both are taken at the checkout screen the team member gets after a visit
- The price is locked while a coupon or card is on, so the figures stay consistent
- Memberships and packages are sold to a client from the memberships screen
Questions
Can a gift card be used for part of a visit?
Yes. It pays up to its balance, and the buttons at checkout settle the remainder.
Do gift cards expire?
You can give a card an expiry date. A card past its date is not accepted.
Can I use a coupon together with a discount I typed?
No. To avoid two discounts fighting each other, remove the hand-typed discount first.
Do gift cards appear on tax documents?
Selling or redeeming a gift card has tax consequences that depend on your business. Ask your accountant how to record it.
