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How to customise your gift card using gift card settings

Updated

You can modify the default gift card settings to customize the look of gift cards issued to customers, enhancing the customer experience while providing strategic business benefits.

Read further to learn how to customize gift card settings or find answers to frequently asked questions.

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New to gift cards? Learn more here:

 

Customizing gift card settings

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Follow these steps to customize the default gift card settings:

  1. Go to the Gift Cards area (Products > Gift Cards).
  2. Select the Issued or the Products tab on the Gift Cards page.

    Gift card products tab selected in issued gift cards view showing bronze, silver, and gold cards listed with values and status.
     
  3. Select the Settings icon to open the Gift Card Settings modal.

    Gift cards product tab view with gear settings icon highlighted.
     
  4. Choose Add Photo to add a logo to display at the top of all customer-purchased and staff-issued gift cards. You may also drag and drop a photo from your device. Both JPG and PNG file formats are supported.

    Gift card settings page showing option to add a gift card logo with Add Photo button highlighted

    Gift card email with uploaded company logo image highlighted at the top of the card
     
  5. All gift cards include default themes - celebration, seasonal, or summer.

    Customers or staff can apply one of these themes before sending a gift card to recipients.

    You can toggle off the No Default Themes setting to hide the themes from customers and staff if they don't match your business. 

    Gift card settings page with default theme options and toggle for No Default Themes highlighted

    Gift card with a colorful banner theme displayed above recipient and sender details.
     

  6. Enter customized Terms and Conditions, e.g., Gift cards may not be resold for cash value. 

    Gift card settings page with arrow pointing to terms and conditions text field for entering custom rules.

    Gift card email with Terms and Conditions field highlighted at the bottom of the card

     

  7. Customize the From name that displays when refunding a paid booking amount to a gift card. Choose from the following options:
    • Company Name displays the company name specified at Account > Setup > Company.

      Gift card settings with refund information set to from company name highlighted.

      Gift card email with sender set to company name, highlighted in the From field
       
    • Staff Issuer Name leaves the name blank for the staff user to input.

      Gift card settings with refund information set to from staff issuer name highlighted.

      Gift card email with sender set to staff name Susan Morris highlighted in the From field
       
    • Custom Name lets you enter a customized name, e.g., Refund.

      Gift card settings with refund information set to from custom name highlighted.

      Gift card email with sender set to custom name Refund highlighted in the From field
       
  8. Enter a Message to display when refunding a paid booking amount to a gift card, e.g., Thanks for your business!

    Gift card settings with default refund message text field highlighted.

    Gift card email showing custom message field with text Thanks for your business highlighted
     
  9. Choose the Expiry when refunding a paid booking amount to a gift card. Choose from the following options:
    • Indefinite specifies no expiry value.

      Gift card settings with expiry option set to indefinite highlighted.

      Gift card email showing expiry date set to Never highlighted
       
    • Days after issue lets you customize the expiry value. The default value is 365 days.

      Gift card settings with expiry option set to days after issue highlighted and 365 days entered.

      Gift card email showing expiry date set to March 12, 2026 highlighted
       
  10. Select the Save button to save any changes to settings and close the window.

    Gift card settings with save button highlighted.

 

Callout icon of an open book outline, indicating a note. Refunds to gift cards can override these default settings if staff change their matching setting during the payment refund process, e.g., gift card message or expiry date.

 

Frequently asked questions

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Where can I quickly find this feature using the menu?

  • Products > Gift Cards

What permissions do I need to use this feature?