How to Sell Gift Vouchers from the Client Card

In this article, we'll cover how to sell gift vouchers from the client card through the checkout.

Step 1: Navigate to the Client Card

Start by logging in to your Pabau account using your login credentials. Then navigate to the search bar at the top of the page and proceed to type at least three letters of the client's name. Pabau will filter the results as you type.

Step 2: Create a Sale

After opening the client card, navigate to the "Create" button located in the bottom right corner and click on it. From the menu, choose "Sale."

This will redirect you to the checkout. To sell a gift voucher to this client, navigate to the left-hand side menu and choose "Gift."

You will be able to see all the gift vouchers available for sale to the client. Choose the one you prefer and click on it. It will be added to the client's cart.

Proceed with the payment method by clicking on "Continue," and then confirm the payment. Once the payment process is complete, you'll see on the invoice that it will be listed as a gift voucher.

Step 3: Navigate to Gift Vouchers

After purchasing the gift voucher, you will be able to see the voucher in the client card under "Gift Vouchers." From there, you can view all the active or expired vouchers this client has, including the expiration date, or email them to the client.

By following these steps, you can always sell gift vouchers from the client card and then find them under the "Gift Voucher" section in their client card.

NOTE: You can find out more information on how to create gift vouchers in this article.

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.