There are two main types of gift cards you can set up in Juvonno. In this article, you will learn how to set these up for purchase.
Whether you want to set up a gift card for a specific product/service or a general dollar amount, here are the step-by-step instructions.
How to create a Gift Card for a Product & Service
For this method, you’ll need to determine the total dollar amount (including taxes) for the product or service the client is requesting. In this example, a gift card for a 90 min. Signature Massage which has a total cost of $140.40 will be created.
Step By Step Instructions
Step 1
In the Settings menu, under Products & Services, select Products & Services
Step 2
Select New Item in the top right-hand corner of the Search window
Step 3
With the Department set as Products, select Gift Card under Category. Then give your gift card a Name.
Tip: Set the Item # as a number closely related to the Product & Service you're creating it for
Step 4
Scroll down to the bottom of the page, enter the Retail value ($140.40 in this example), and set the Tax Type & Payable Tax Type to No Tax, as we've added the taxes to the gift cards total. Then click Save.
Step 5
When you create the invoice for the client's next appointment, under Paid By select Gift Card and select the gift card from the dropdown menu or enter the Gift Card #, enter the Payment Amount and hit $ Apply Payment.
How to create a Gift Card for a dollar amount
In this example, you will learn how to create a custom $100 gift card.
Step By Step Instructions
Step 1
In the Settings menu, under Products & Services, select Products & Services
Step 2
Select New Item in the top right-hand corner of the Search window
Step 3
With the Department set as Products, select Gift Card under Category. Then give your gift card a Name.
Step 4
Scroll down to the bottom of the page, enter the Retail value ($100), and set the Tax Type & Payable Tax Type to No Tax, as taxes will be charged upon redemption of the gift card. Then click Save.
How to create the invoice for the Gift Card
Go to Billing, Quick invoice to create a gift card.
Enter the Patient Name, Clinic, Practitioner.
Enter the product & service you created for the gift card.
The amount will auto populate or you can enter an amount manually.
Once you select the item you will get a popup where you can enter your own gift card number or select Cancel and Juvonno will create a gift card number for you.