Issue a Gift Card

Occasion's gift card issuing feature allows you to create and distribute gift cards directly from your workspace. This flexible tool gives you complete control over when and how gift cards are distributed to customers, making it perfect for various business scenarios.

The newest addition to the gift card system is a dedicated form for issuing gift cards directly from your workspace.

In this article, we will show you how to:

When to Use the Gift Card Form

Common scenarios for issuing gift cards include:

  • In-person purchases by customers: When customers want to buy gift cards at your physical location
  • Compensating customers for scheduling issues or service problems: Providing store credit for inconveniences
  • Partnerships with local businesses or organizations: Creating promotional gift cards for business partnerships
  • One-off loyalty rewards for repeat customers: Rewarding your best customers with bonus credit

How to Issue a Gift Card

  1. After logging into your workspace, navigate to the Gift Cards section from the sidebar menu
  2. Click "Issue a Gift Card" button
  3. Fill out the gift card form with the required information:
    • Amount: Set the gift card value
    • Expiration Date: Choose when the card expires
    • Type: Select "Store Issued" or "Customer Gift"
    • Delivery Details: Enter recipient information
  4. Review the details and click to complete the form and issue the card

Form Fields Explained

Understanding each field ensures you create the gift card correctly:

  • Amount: The monetary value to load onto the gift card (enter the dollar amount the recipient can spend)
  • Expiration Date: When the gift card will expire (if applicable) - leave blank for no expiration or set a specific date
  • Type Selection:
    • Store Issued: For compensation, promotions, or business-initiated gift cards
    • Customer Gift: For gift cards purchased by customers for others
  • Delivery Details:
    • Recipient's name and email address
    • Optional personal message that will be included in the gift card email
    • Sender information (if different from your business)

Important Notes:

  • The gift card will be automatically emailed to the recipient once issued
  • All issued gift cards appear in your Gift Cards Page
  • You can track usage and manage these cards the same way as purchased gift cards






























The newest addition to the gift card system is a dedicated form for issuing gift cards directly from your workspace.

When to Use the Gift Card Form:

  • In-person purchases by customers
  • Compensating customers for scheduling issues or service problems
  • Partnerships with local businesses or organizations
  • One-off loyalty rewards for repeat customers

How to Issue a Gift Card

Step-by-Step Process:

  1. Navigate to the Gift Cards section
  2. Click "Issue a Gift Card"
  3. Fill out the simple form with:
    • Amount: Set the gift card value
    • Expiration Date: Choose when the card expires
    • Type: Select "Store Issued" or "Customer Gift"
    • Delivery Details: Enter recipient information
  4. Complete the form and issue the card

Form Fields Explained:

  • Amount: The monetary value to load onto the gift card
  • Expiration Date: When the gift card will expire (if applicable)
  • Store Issued vs Customer Gift: Categorizes the type of gift card for your records
  • Delivery Details: Recipient's name, email, and any personal message

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