Configure Gift Card - Supplier Settings, Modify Settings
Create and Redeem Gift Card - Create Order
Offer Gift Card as Credit - Bookings, Refund Transaction
🔓 Optional Role Permissions: Save Searches, See Bulk Action, Data Export, Generate Reports
Gift cards typically have a stored value that can be spent over multiple transactions until the balance is depleted, for example, for an experience and/or a gift shop item. Gift cards are often used as gifts for friends, family, or colleagues, allowing recipients the flexibility to choose their own items or experiences.
Ventrata offers customers the opportunity to buy vouchers for any desired amount. These vouchers can subsequently be used to buy any product from your offering. They are redeemable through the Ventrata dashboard.
The Gifts subsection of the Bookings tab lists all of the gift cards stored in the database of your operation.
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Learn how to manage gift cards from the Ventrata dashboard in this article.
Configure Gift Cards
Configure Gift Cards
In the Ventrata dashboard, go to Supplier Settings > Supplier Settings .
Press the EDIT DETAILS button.
Scroll down the supplier detail form or simply search for 'Gift Card Min Amount'.
Enter the minimum value of a gift card in your default currency.
Enter the gift card's expiration period in days, month or years.
Enter any important information in relation to the usage of a gift card.
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This information will be appended at the bottom of the gift card receipt.
Press the Update Supplier button.
Create Gift Card
Create Gift Card
In the Ventrata dashboard, go to + New Order in the very top navigation.
Select 'Gift Card'.
Check the 'Test Order' box to purchase a test gift card.
Select in which currency the gift card is issued.
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The list of available currencies is taken from the currencies listed in your Supplier Settings.
Select the customer, purchaser of the gift card.
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When customers provide their contact details, they are stored in your database of customers. You can select a customer from your database to assign to the gift card.
If the gift card is issued by a reseller, select the appropriate reseller.
Select the destination where the gift card is redeemable.
Enter the gift card's value.
You have the option to enter a barcode alias, or identifier.
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Add the same barcode alias as an alternative identifier. You can use it if the gift cards are linked to a single account or promotion.
Enter a label to categorise the gift card.
Enter a tag to flag the gift card.
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While 'Labels' and 'Tags' are similar concepts, if you use them efficiently, they can help you sort and categorise data. Labels are typically used to like folders to group similar items. Tags, on the other hand, allow for multiple terms to describe a single item, making them more versatile in filtering and searching.
Apply any promotion to discount the price of the gift card.
Enter an expiration period, after which the gift card will not be usable.
📒 NOTE
The default expiration period is set up in your Supplier Settings. If a date is selected here, the default period is overridden.
Enter the 'Recipient Info', which includes the full name and contact details of the person who will receive the gift card.
You can include a message with the gift card.
Press the Checkout button to continue.
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You also have the option to add multiple cards by pressing the Add to Cart and Reload button instead.
If you haven't already, check the 'Test Order' box to purchase a test gift card.
Check the 'Quote' box to create the order without commitment to payment.
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Learn more about Quotes.
Select the currency in which the gift card is paid for.
Enter the email addresses which will receive a notification about the order.
Change the source through which the order is made.
Select the reseller by which the order is made.
Select the agent by which the order is made.
Add any relevant notes to the order.
Enter the customer's, the purchaser's, contact details.
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If you only enter the email address, the customer will receive the receipt order to their email address.
If the customer wishes to receive marketing updates from your operation, check the 'Send me the latest offers and exclusive discounts' box.
Keep the 'Email Receipt' box checked to send the payment receipt to the customer, who purchased the gift card to their email address.
Press the Checkout button to complete the order.
As a reseller, select the settlement method and payment method.
As a supplier, only select only the appropriate payment method.
You are then automatically redirected to the gift card's booking detail.
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Learn more about the elements that comprise the booking detail.
Redeem Gift Card
Redeem Gift Card
Gift cards are redeemed as a form of payment. The recipient can use the entire amount at once or spend a portion, saving the remaining value for future purchases until the expiration date, if applicable.
Prerequisites:
the gift card currency must match the order currency
If 'Gift Force Destination Match' in the Supplier Settings is enabled, the 'Destination' field must be always selected when a gift is created.
Gift Card Value Covers the Order Total
Gift Card Value Covers the Order Total
In the Ventrata dashboard, go to + New Order.
Select either option:
Booking
Retail Purchase
Gift Card
Fill out the booking or purchase forms.
When you reach the payment method window, select 'Charge amount now'
Then select 'Gift Card'.
Enter the gift card reference then select the appropriate code with the amount available on the gift card.
📒 NOTE
Make sure there is sufficient balance on the gift card.
Press the Confirm Order button.
The used payment method is recorded in the transactions section of the booking detail.
Gift Card Value DOES NOT Cover the Order Total
Gift Card Value DOES NOT Cover the Order Total
In the Ventrata dashboard, go to + New Order.
Select either option:
Booking
Retail Purchase
Gift Card
Fill out the booking or purchase forms.
When you reach the payment method window, select 'Split Payment'.
Then select 'Gift Card'.
Change the 'Amount' value to a equals the gift card value.
📒 NOTE
The 'Amount' can also be lower than the gift card value if the customer does not want to use up their balance at once.
Enter the gift card reference then select the appropriate code with the amount available on the gift card.
Press the Confirm Order button.
On the next page, the outstanding amount is automatically filled in.
Select any of the other methods, or use another gift card to pay the balance.
Press the Create Transaction button.
The used payment methods are recorded in the transactions section of the booking detail.
Gift Cards as Credit
Gift Cards as Credit
You have the option to offer customers a gift card as a form of refund without actually moving money from accounts or exchanging cash.
In the Ventrata dashboard, go to Bookings > Bookings.
Select the relevant booking.
Press the Perform Refund button on the booking detail.
Select the 'Other' payment type.
Select an other payment type or start typing and create a new one.
Keep the amount or change to a custom value.
Press the Create Transaction button.
When the customer makes a new booking, the 'Other' payment method must be used to redeem the credit.