Table of Contents:
1. How to Issue a Gift Voucher to Clients
2. How to Redeem Gift Vouchers
2.1. How to Use a Gift Voucher to Pay for an Appointment
2.2. How to Use a Gift Voucher to Pay for a Service/Product
How to Issue a Gift Voucher to Clients
Step 1: Access the Point of Sale
Start by logging in to your Pabau account using your login credentials. Click the Create button at the top of the page next to the search bar and select "Sale" to access the Point of Sale.
NOTE: For more details on the Point of Sale, please review this article.
Initially, you should select the client at the top right corner of the page for the features to become available for selection. Otherwise, they will remain greyed out until you select the client.
The Gift Voucher option appears in the bottom left corner of the page.
NOTE: If you have created vouchers in Pabau and the Gift Voucher option does not appear at the point of sale, check your POS Configuration to see if this option is disabled. Refer to this article on POS configuration for more information.
Step 2: Sell Gift Voucher
When you click "Gift," the gift vouchers you have created in Pabau will appear. You can then select the voucher to proceed with the purchase. Details of the gift voucher will be displayed underneath the client's name.
Clicking on the Gift Voucher line item in the cart will open the Edit Voucher pop-up, where the following components are present:
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Voucher code - you can generate unique 9-digit codes or can manually input a code, ensuring there are no duplicate voucher codes in the system.
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Quantity - allows you to choose the voucher quantity
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Employee - allows you to select the employee under whom they want to record the voucher sale
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Purchase this voucher for - This defaults to the client being charged for the voucher. However, you can select any client from their client base, allowing the voucher to be assigned to someone other than the paying client
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Tax rate - allows you to add a tax rate if necessary
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Trash can icon - remove item from cart
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Cancel - cancel the edit voucher changes
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Save - apply the edit voucher changes
If everything looks correct, click the "Continue" button to proceed to the payment page.
On the payment page, you can select the payment method that the client wants to use and click the "Confirm Payment" button to complete the transaction.
Once the payment is confirmed, you will view all invoice details, where you can select the client name to direct you to their client card to view the voucher.
Step 3: Navigate to the Client Card
Once you access the client card, switch to the Gift Vouchers tab to view all vouchers the client has purchased. Pabau also categorizes vouchers into Active and Expired vouchers.
NOTE: To review how you can use a gift voucher to pay for an appointment, please review this article.
By following these steps, you can sell a gift voucher to a client from the checkout.
How to Redeem Gift Vouchers
NOTE: You will have to enable the Gift Voucher feature on the client portal so clients can view their purchased vouchers. For more information on how to enable features for the client portal, refer to this guide.
Step 1: Navigate to Calendar
Log in to your Pabau account using your login credentials and click on "Calendar" in the left sidebar menu.
Step 2: Access Appointment Checkout
Click on the specific appointment you want to check out, then select "Checkout."
Step 3: Navigate through the Point of Sale
In the Point of Sale, click on "Continue" in the bottom right corner. Select "Vouchers" from the pre-paid payment methods.
NOTE: Vouchers will only be available if the client possesses a valid voucher.
Step 4: Redeem Voucher
On this step:
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If the client has vouchers saved on their client card, select the voucher you’d like to redeem for the appointment.
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If there are no vouchers on the client card, enter the voucher code manually in the Voucher Code field.
Then, click the Pay button and confirm the transaction by selecting Confirm Payment.
The appointment has been successfully checked out using the selected voucher. Streamline your payment processes by effortlessly utilizing gift vouchers in Pabau.
How to Use a Gift Voucher to Pay for a Service/Product
Step 1: Accessing the Point of Sale
To begin, log into your Pabau account and navigate to the Point of Sale by clicking on the "Create" button located at the top of the screen. From the options provided, select "Sale".
Step 2: Select Client
On the right-hand side, find and select the client you want to sell the service to.
Step 3: Select Service/Product
You can add multiple services, and they’ll appear in the client’s cart on the right-hand side of the screen.
Step 4: Select Payment Method
On this step, if the client has a gift voucher purchased, you'll view the "Gift Voucher" as an available payment method.
Select from the available gift vouchers that the client wishes to pay with and click the "Pay" button.
Step 4: Finalize Payment
After you've chosen Gift Vouchers as the appropriate payment method, click "Confirm Payment."
After completing the transaction, the invoice will be generated automatically and it will list the payment methods used.
You can find the invoice later by opening the client’s profile and going to "Financials" > "Invoices."
By following these steps, you can easily sell services or products to clients directly through the Point of Sale and pay using their Gift Vouchers.
For more guides, refer to related articles below, select additional guides, or use the search bar at the top of the page. These guides will help you get the most out of your Pabau account.
Additionally, to help you fully utilize and understand your Pabau account, we recommend exploring additional guides and resources offered at the Pabau Academy. It offers in-depth video tutorials and lessons, offering a holistic learning experience that can equip you with the essential skills for achieving success with Pabau.