Editing Gift Cards in the Client Profile

Once a gift card is purchased, whether it is assigned to a recipient or not, the value can be changed on the client's profile. The gift card audit trail will indicate any changes made to a gift card's balance. In this article, we will guide you through the process of editing a gift card and how to view any modifications made to it.

Things to know:

• The audit trail will only show changes that occurred after March 23, 2022 (the date this feature was launched)
• Any changes to a client's gift card balance made before March 23, 2022, will result in the message "Currently there is no audit trail data" being displayed in the audit trail.
• The gift card audit trail will not appear on the client account on the parent level
• You can modify the value of a gift card, adjusting it to a higher or lower amount
  
• Gift cards sold to clients without being assigned to a recipient will be visible on the purchaser's account, enabling you to edit the gift card later and assign it to a recipient. This functionality is governed by the "Display Unassigned Gift Cards On The Purchaser's Profile" setting, which can be found under Business Setup > Settings. For instance, if you sell a gift card to John through POS without adding a recipient, the gift card will be accessible on John's profile, and you can subsequently edit it to add a recipient.

Editing Gift Card Balance

To change the balance on a gift card or assign it to a recipient, simply follow these steps:

1. Go to the Clients tab > Open the desired client profile
2. Scroll down to the Gift Cards section  
3. Select the Edit Gift Card button
4. On the "Edit Gift Card" modal, you can adjust the value of the gift card or assign a recipient by entering the name, email address or phone number of the recipient in the "Assign To" field    
5. Click 'Save'
6. The gift card will display the adjustments made

For more information contact us at support@mytime.com or (385) 233-6964.

Related Article:

Gift Card Audit Trail