📝 Overview

Gift Cards allow your customers to purchase and redeem digital gift cards directly through your widget. You're paid as soon as a gift card is sold — not when it's redeemed — making it a great way to generate revenue and spread the word about your business. Gift cards are completely digital and unique to your business (they cannot be used across other providers).

⚠️ This feature is included in the Grow and Scale pricing plans. It is not available on the Launch plan. If you would like to upgrade your plan, see the button below.

Click Here to Explore Subscription Plans & Features

💡 If you are a provider who went live prior to March 1, 2022, you will continue to have access to your current features as a legacy provider.

🛠️ How To Enable Gift Cards

To start selling gift cards, you'll first need to enable the feature.

Click the arrow to learn how to Enable Gift Cards

Go to Products in the left hand navigation, then select Gift Cards
Select the Set Up button
In the section labeled Enable Gift Cards, toggle the button to the right. We want the toggle to show as the color green along with a check mark.
Select your Widget Status:
- Choose Visible on Widget or Not Visible on Widget
- Clicking the Customer Link button will copy a direct link to your gift cards tab. You can paste this to marketing emails or your website
Determine what Preset Amounts you'd like to offer and whether you'd like to allow Custom Amounts
- Preset amounts equal to the cost of a typical class make it easy for clients to gift a full experience
- You cannot sell a gift card for more than $5,000
Select at least one gift card design to offer, or upload your own custom design
Read and acknowledge the Gift Card Terms and Conditions on the Setup page
Press Save

💡 Want a dedicated gift card page on your website? You can embed a widget that defaults to the gift cards tab. Email [email protected] to get this set up.

🎨 How To Upload a Custom Gift Card Design

Add a custom image to your gift card offerings to give it a personal touch.

Click the arrow to learn how to upload a Custom Gift Card Design

Go to Products in the left hand navigation, then select Gift Cards
Click the Manage button in the top right of the screen
Scroll down to the Gift Card Design and then select Add a Custom Photo.
Use high-resolution images scaled to 1100 x 785 px for best results. Once the Cropped Photo looks how you wish, select Save.
Click the newly uploaded design and make sure it has a check mark over it to use the design. The gift card amount will display in white text over the design.
Then select Save at the bottom of the screen.

🧑‍💻 How Gift Cards Work for Customers

Customers purchase gift cards directly through your widget. Once purchased, they can choose to receive the gift card by email or print it out. Gift card emails automatically include a downloadable PDF.

To redeem a gift card, the recipient uses the PIN and code from their email at checkout when purchasing an activity.

💡 Gift cards do not expire and cannot be reloaded — customers can always purchase a new one through your widget.

⚖️ How To View a Customer's Gift Card Balance

You can view a contact's gift card information directly from their profile.

Go to Contacts in the left hand
Click on the contact's name
Select the Gift Card Balances tab

The Gift Card Balance Tab displays:

The customer's available gift card balance
All gift card transactions and their dates
The amount redeemed on specific dates
It tracks multiple gift cards. If a client has purchased gift cards more than once, all of their transactions will appear here.

📩 How To Resend a Gift Card

As a provider, you are not able to resend a gift card on behalf of a customer. The original purchaser must follow these steps:

Log in to hisawyer.com
Hover over their name in the top right corner and select Orders
Select the order associated with the gift card purchase
Download the gift card PDF and manually send it to the recipient

🔄 How To Refund an Order Back to a Gift Card

⚠️ This is not a cash refund. Gift cards cannot be refunded for cash.

If you need to refund a cancelled order that was paid with a gift card, follow the steps below.

Navigate to the order
1. Go to Financials tab and then click Orders
  OR
2. Go to Contacts and then click Orders tab
Click the Order
Select Cancel Order
When prompted, select Refund to Gift Card Balance
Enter the Refund Amount
Enter the Reason for Refund
Press Refund

📊 Reporting

Gift card reports can be accessed by going to Products > Gift Cards > Download Reports. There are four available reports.

Gift Card Purchases Report

Reflects purchaser data for all gift cards purchased — both redeemed and unredeemed.

This report includes the following fields:

Date Purchased
Purchased By Name
Purchased By Email
Amount
Order Number
Redeemed By Name
Redeemed By Email
Date Redeemed

Gift Card Balances Report

Reflects the remaining balances on client gift cards. Useful for accounting purposes, as it shows outstanding balances (which accountants may refer to as a liability). Note: Only gift card funds that have been redeemed will appear here.

This report includes the following fields:

Client Name
Client Email
Gift Card Balance Amount

Gift Card Add-to-Balance Report

A transaction timeline of all Add-to-Balance transactions — funds added by the provider to a customer's gift card balance.

Gift Card Remove-from-Balance Report

A transaction timeline of all Remove-from-Balance transactions — funds removed by the provider from a customer's gift card balance.

⛔️ Providers will not see unredeemed gift card funds in a recipient's account until the recipient redeems the funds at checkout using the PIN and code from their email.

❓ Frequently Asked Questions (FAQs)

Find answers to common questions or additional details that may not be covered in the main instructions.