The Client Portal allows your customers to purchase digital gift cards online. You can choose whether gift card sales are available and whether Gift Cards appears in the Client Portal menu.
Before enabling online gift card sales, ensure that online payments have been configured and your Stripe account is connected.
Open the Client Portal settings
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Select your user menu in the top-right corner.
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Under Your Account, select Store Admin.
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Under Clients, select Client Portal.
This opens the Client Portal Setup screen.
Open Gift Card settings
From the menu on the left, select Gift Cards.
The Online Gift Card Sales section controls whether customers can purchase gift cards through your Client Portal.
Enable Online Gift Card Sales
Turn on Allow Online Gift Card Sales.
This enables customers to purchase digital gift cards online.
If this option is turned off, customers will not be able to purchase gift cards through the Client Portal.
Show Gift Cards in the Client Portal menu
Turn on Show Menu Gift Cards if you want Gift Cards to appear as an option in your Client Portal navigation.
You can enable online gift card sales without showing the Gift Cards menu. This is useful if you want customers to access the gift card purchase page using a direct link instead.
Gift Card Purchase Page
Under Portal Links, the Purchase Page section displays your unique gift card purchase link.
You can use this link to direct customers straight to your online gift card store.
For example, you can share the link through:
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Your website
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Email
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Social media
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SMS messages
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Marketing campaigns
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QR codes
Select Open to preview the gift card purchase page as your customers will see it.
Manage your Gift Card Catalogue
The Gift Card Catalog section displays the gift cards currently available for online purchase.
Select a gift card to open and edit its settings.
Review your gift card catalogue before enabling online sales to ensure the correct gift cards are available to customers.
Save your changes
After changing your gift card settings, select Save in the top-right corner.
Your updated settings will then apply to the Client Portal.
Before going live
Check the following before making online gift cards available to customers:
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Allow Online Gift Card Sales is enabled.
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Your Stripe account is connected and online payments are enabled.
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The gift cards you want to sell are available in the Gift Card Catalog.
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Show Menu Gift Cards is enabled if you want Gift Cards displayed in the Client Portal navigation.
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The Client Portal Header Menu is enabled if using the Gift Cards menu option.
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You have selected Save after making your changes.
It is also recommended that you select Open under Purchase Page and complete a final check of the customer experience before sharing the link with customers.