How do I sell gift certificates?

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You can use Wodify to sell store credit as a gift for an existing member as well as a gift certificate for a non-member to use in the future. Follow the steps below to sell the dollar amount and add it to your member's account, if applicable:

Scenario #1 - Gifting Store Credit to a Member:

First, build your invoice:

  1. In Wodify, click to Wodify Admin > Point of Sale > Custom Sale
  2. Type in your Product Name: “Store Credit” since it will live as Store Credit on the athlete’s account
  3. Choose Product Type: First, Create a new type, then type in what you’d like to call this, typically “Gift Card” or “Gift Certificate”. Going forward you can always re-select this type.
  4. Choose Revenue Category: Store Credit so you can track this payment in revenue reporting
  5. Assign a tax rate, if applicable
  6. Add the dollar amount the athlete is purchasing
  7. Choose the quantity of the product you’re selling - your screen should look like this:               
  8. Click Add to Cart

Next, checkout:

  1. Click the blue Checkout button
  2. On the left, under choose member, type the name of the athlete that is receiving the store credit as a gift and select that member
  3. Choose the form of payment the purchaser is providing (cash, a 1 off credit card, etc.)
  4. Key in or swipe payment method
  5. Pay Now!

 **It's important to note that the athlete will receive an automated billing notification via e-mail that a purchase has been made on their account. You can temporarily update the athlete e-mail on file to the purchaser's so as to avoid an early present surprise!**

Scenario #2 - Giving the gift of Fitness to a Non-Member:

First, build your invoice:

  1. In Wodify, click to Wodify Admin > Point of Sale > Custom Sale
  2. Type in your Product Name: “Gift Certificate”
  3. Choose Product Type: First, Create a new type, then type in what you’d like to call this, typically “Gift Card” or “Gift Certificate”. Going forward you can always re-select this type.
  4. Choose Revenue Category: Retail Sales so you can track this payment in revenue reporting going forward as a Point of Sale purchase.
  5. Assign a tax rate, if applicable
  6. Add the dollar amount the athlete is purchasing
  7. Choose the quantity of the product you’re selling- your screen should look like this:               
  8. Click “Add to Cart”

Next, checkout:

  1. Click the blue “Checkout” button
    1. If an athlete is making the purchase, on the left, under “choose member”, type the name of the athlete that is making the purchase
    2. If a non-member is making this purchase, proceed through the “Guest Details” section on the right
  2. Choose the form of payment the purchaser is providing (stored payment for an athlete making the purchase or a 1x use method if non-member)
  3. Pay Now!

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