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Creating and Managing Gift Cards

Learn how to create and issue digital gift cards with point or monetary balances. Complete setup guide covering online purchases via Stripe, SMS/email delivery, redemption options, and customer issuance.

Michael Francis avatar
Written by Michael Francis
Updated this week

What are gift cards?

Gift cards function as digital certificates with a point or monetary balance that customers can spend on your services. Customers can view their balance and redeem it fully or partially across multiple visits.

Key features:

  • Add points multiple times or deduct them all at once

  • Issue cards directly to customers via SMS or email

  • Enable online purchases through Stripe (customers can buy gift cards for others)

  • Perfect for promotions and customer gifts

Note: Example use case: Create a gift card worth 1,000 points. When a customer purchases it, credit the amount to their card. They receive a QR code to install the card on their phone, view their balance, and redeem points for services like manicures or massages.

Creating a gift card

Step 1: Access the Cards module

  1. Log in and navigate to the left-hand menu

  2. Click the Cards icon to open the Cards module

  3. Click Create from Scratch to begin

Step 2: Select card type

  1. Choose Gift from the available card types

  2. Click Continue

Step 3: Configure settings

Barcode type – Select how the card will be scanned and recognized by your system.

Redemption rules

  • Multiple Use: Balance can be redeemed across several transactions

  • Single Use: Entire balance must be redeemed in one transaction

Online payments (optional) – To enable online gift card purchases:

  • Connect your Stripe account

  • Enable "Can be given as a gift"

  • Set deposit limits if desired (these appear during card issuance)

  • Connect SMS and email services to send gift cards to customers

Card expiration – Choose one of three options:

  • Unlimited: No expiration date

  • Fixed term: Card expires on a specific date (remains on customer's phone but cannot be used)

  • Fixed term after issuing: Set number of days after installation before card expires

Lifetime points – Determine whether loyalty points last forever or expire after a specific duration.

Geolocation push notifications – Add your business location(s) to send push notifications to customers within 100 meters. You can add multiple locations, including addresses other than your business location. Learn more about geolocation push settings.

Display settings

  • Language: Select the language for your gift card

  • Date format: Choose how dates display on the card (irrelevant if no expiration date)

  • Number formatting: Define how point balances display (thousands separator and decimal separator)

Transaction settings – Enable "Purchase amount when charging" to require the purchase amount whenever processing a transaction via scanner. This amount is counted in ROI statistics and revenue figures. When disabled, purchase amount is optional.

Card issuing form

Define which fields appear when customers install the card:

  • At least one contact field (phone number or email) is required

  • Toggle Required to make fields mandatory

  • Toggle Unique for fields that must contain unique values (recommended for phone numbers only)

  • Add custom fields using Add field

  • Remove fields by clicking the cart icon

Warning: Avoid making fields like "Name" unique, as this would prevent customers with the same name from installing cards.

UTM tracking (optional) – Create channel links to track which distribution channels generate the most installations. Each UTM tag generates a unique URL and QR code for analytics.

Phone mask – Select the default country prefix for the card issuing form. Customers can change this if needed.

Privacy policy – Enable to display consent text on the card issuing form. Customers must accept before installing the card. You can customize this text as needed.

Installation options – Choose where customers can install the card:

  • Google Wallet button: Displays for Android users

  • PWA (Progressive Web App) button: Allows installation as a web app without an app store

  • WhatsApp: If connected to your account, displays automatically

Info: These settings are flexible and can be changed at any time.

Distribution limits

  • Card limit: Set maximum number of cards that can be issued (0 = unlimited)

  • Welcome points: Set points automatically added when card is issued (0 = no automatic points)

  • Birthday points: Automatically credit points on customer's birthday with a push notification

Analytics (optional) – Add custom analytics scripts in this field.

Click Continue when finished.

Step 4: Design your card

Logo – Upload a logo to display on the card and issuing form (click Select File).

Icon – Upload an icon for push messages (click Select File).

Card center background – Upload an image for the center of the card (click Select File).

Colors – Set colors for:

  • Card background

  • Text color

  • Background color of the central part

Field customization

  • Use the Field dropdown to select field types

  • Enter text in Field Name to customize what appears on the card

Issuing form display

  • Enable Show logo at card issuing form to display your logo

  • Enable Show background color on card issuing form to apply your brand colors

Click Continue when finished.

Step 5: Add card information

Tip: Preview your changes on the mobile screen displayed on the right side.

Card description – Enter the promotion name for the card.

Company name – Enter your business name (appears in push notifications).

Active links

Add links that appear on the back of the card:

  • Choose link type: URL, Phone, Email, or Address

  • Enter the link and display text

  • Add multiple links using Add Link

  • Remove links using the cart icon

Note: Note for iPhone users: Links may not be clickable in quick view. Open the card through the Apple Wallet app to access them.

Feedback links – Add review links that appear only after customers rate their visit (after selecting stars).

Terms of use (optional)

  • Enable the toggle to include terms on the card

  • Enter terms in the text field (e.g., which services the promotion applies to)

  • Add a link to your full terms and conditions

Issuer information – Add your company name, email, and contact number. This information displays on the back of the card.

Click Activate under the card preview, then click Finish.

Step 6: Activate your card

After clicking Finish, a preview popup appears with a QR code.

Warning: Only activate the card when you're certain about the settings. While inactive, only 10 people can install it. After activation, main settings cannot be changed.

Click Activate Card to make the card available to customers.

Issuing gift cards to customers

  1. Navigate to the Clients section

  2. Select customers who should receive cards

  3. Click Card issuance

  4. Select your gift card template

  5. Set the card balance and expiration date

  6. Send the card via SMS or email (if enabled)

  7. Use variables to personalize your message

  8. Send immediately or schedule for later

Info: The card will appear in each customer's profile, ready to use.


Frequently asked questions

Can gift cards include a referral program?
No, gift cards do not support referral programs.

What happens after a card expires?
The card remains on the customer's phone but cannot be used for transactions.

Can I change settings after activating a card?
Main settings cannot be changed after activation. Review carefully before activating.

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