Gift Certificates Report
Location: Reports > Gift Certificates > Gift Certificates
Tracks all active and inactive gift certificates currently in use by customers at the selected salon.
Use Cases by Role
- Salon Owner: Another great “meeting report” that can quickly inform salon owners of the current status of their gift certificate program.
- Salon Manager: Salon managers can use this report to investigate current balance is left on gift certificates after a customer inquiry.
- Salon Employee: Front line staff such as stylists and receptionist find value in this report by being able to answer customer questions about gift certificates with it.
- Select Stores: Clicking or tapping here will open the interface that allows the user to select the store(s) that will be be used for the report.
- Type: This drop down allows users to filter the data by gift certificate type.
- Format: Using this drop down allows users to filter the data by the following metrics:
- Simple (No Tracking)
- Active: Filling in either checkbox will filter the report data by either inactive or active gift certificates, respectively.
- Generate Report: Clicking or tapping on this button will retrieve the report data.
- Type: This column displays the gift certificate type, and will default to “Account” if only one is used.
- Format: Displays the format of the gift certificate, as listed in the Payment Methods submenu.
- Customer/Account Number: The unique account number or customer name associated with the gift certificate.
- Date Sold: The exact time stamp in which the gift certificate was sold in both date and time.
- Last Used: Displays a timestamp of the most recent time the gift certificate was used.
- Sold To: The name of the customer who the gift certificate was sold to.
- Sold Four: This column will display the reason why the gift certificate was sold, and will default to “Unknown” if none is given.
- Total $: The total amount for which the gift certificate was originally sold.
- Used $: The amount used so far on this gift certificate.
- Balance $: The current balance left on the gift certificate, as of the date of the report.