How do I track gift certificates and packages sold?

You can view all your gift certificate and package vouchers, look up redemption codes, and adjust the balance of gift certificates and packages on the Sales tab.

All of the gift certificates sold through Full Slate are listed under Sales > Gifts & Packages. You can also import redemption codes from other systems so clients can redeem gift certificates purchased elsewhere through your online scheduler.

There’s a place to enter the redemption code in the booking form, so clients can use gift certificates to pay when scheduling online. Full Slate checks the balance on the redemption code and automatically deducts the price of the service(s) scheduled.

You can manually adjust the balance on a gift certificate, too, if a client presents it in person or wants to apply it to an offline purchase. Simply go to Sales > Gifts & Packages, click on the redemption code and enter the amount. Full Slate calculates the current balance left on each voucher and shows the history of credits/debits applied.

You can look up gift certificates and packages by code, from/to name or email on the Sales tab, and print copies or export the whole list as a download file for your records. Plus, you can issue redemption codes for individual vouchers you give out offline; let Full Slate generate a random code for you or come up with your own unique convention.

Please note that the Gifts & Packages add-on costs $5/mo, but you can try Gifts & Packages free for 30 days. Even if you drop the Gifts & Packages add-on and stop selling certificates and packages through Full Slate, you will still be able to use the Sales tab to redeem any outstanding vouchers.