Skip to main content

Selling a voucher

This method will allow you to create vouchers.

Written by Phoebe Davis
Updated over a week ago

Watch the video

Step by step

1 - Click 'NEW' on the top right of the calendar.

2 - Then select 'voucher sale'.

This will open up the voucher sale window on the right hand side of the screen.

You can then add the below details.

  • The voucher code, one will be added automatically but you can type the code if you have physical vouchers.

  • The voucher value.

  • How long the voucher is valid for - standard is 12 months. You can choose from 6, 8, 12 or 24 months.

  • Who is receiving the voucher.

  • Who bought the voucher.

  • Which stylist sold this voucher.

  • How was this voucher paid for.

Preventing 'Unknown' Status of vouchers when reconciling:

  • Always select an existing client profile or create a new one via the Recipient/Buyer field in the voucher sale process.

  • Double-check the recipient or buyer details before completing the sale to confirm they are correctly saved.- To ensure the gift voucher is associated with the correct client, locate the Recipient/Buyer field and either select an existing client or create a new one.

Once you have added all of this information just click on complete sale. If you are a SlickPay salon the option 'card' will automatically trigger your card reader! Simple!

Next, add the recipient email in the pop up window below to send a voucher receipt to them direct!

Once created, you can view and delete your vouchers from the menu - gift vouchers. If you need to edit a voucher please let us know via the Live chat.


Note: If you want to change the voucher expiry from 12 months to 6, please reach out to customer support. For vouchers sold in the salon, you can edit the expiry while selling the voucher.


​

Did this answer your question?