Gift cards

Gift cards are under Guests & marketing, then Gift cards. Anyone on the floor can sell a card and check a balance; the list of cards and the rules are for people who manage gift cards.

Sell a card

Press "Sell a gift card", enter the amount, choose "Paid by" Cash or Card and, for cash, the register. Cash needs an open till; otherwise the page says "Open a till to take cash for a card". Add a recipient's name, an email to send the card to, and a message if you like, then press "Sell the card". The code appears once and is never stored, so write it down, print it with its QR code or email it.

Check a balance

Under "Check a card", type the "Card code" or scan it, then press "Check". You see the balance, the status (Active, Void, Expired or Spent) and the expiry date.

Manage the cards

"Cards sold" lists every card with its value, balance, status and who it is for. "Outstanding balance" shows what the restaurant still owes on all cards. Open a card with "History" to see every movement, then:

• "Adjust" adds or removes balance; enter an amount with + or - and a reason.
• "Void" writes the balance off and needs a reason.
• "Reissue code" gives the card a new code at once. The old code stops working and the balance stays.

Set the rules

Under "Gift card rules", switch on "Sell gift cards on your guest pages" (it needs Stripe connected), choose "Amounts offered", the smallest and largest amount, and "Expire after (months)". Leave expiry empty for cards that never expire, and check your local law first. "Accept cards from our other restaurants" lets a group share cards.