You can sell gift cards to pre-existing or drop-in customers and companies.
To add additional gift cards to the transaction, click Sell Gift Card above the Transactions section of the Pending Receipt page.
To print the gift cards, click Print Gift Card on the Receipt page.
Use the Search page to search for and select gift cards.
The following options are included in the Find Gift Card Type section of the Gift Card Sale page:
| Name of Field | Type |
Description |
Find Gift Card Type |
||
Name |
Text |
Full or partial name of the gift card type. |
Amount |
Numeric |
Price of the gift card type. |
Does Not Expire? |
Checkbox |
Option to include gift card types that do not have expiry dates.
Select this checkbox to include only gift card types without expiry dates in the returned list.
Clear this checkbox to include all gift card types in the returned list regardless of their expiry date. |
Click Search to return a list of gift card types from which you can select. The following options are included in the Select Gift Card Type List section of the Gift Card Sale page:
| Name of Field | Type |
Description |
Select Gift Card Type List |
||
Name |
Hyperlink |
Name of the gift card type.
Click this link to select the gift card type to sell. |
Amount |
Numeric |
Price assigned to the gift card type.
You can assign the price on the Gift Card Type page. |
Expiry Date |
Date |
Date the gift card type expires.
You can configure gift card types to have a specific expiry date, or set them to expire a specific number of years, months, and days from the date of purchase.
You can also configure gift cards to be valid indefinitely.
You can assign the expiry date on the Gift Card Type page. |
Select a gift card type name to open the Find Customer section of the Gift Card Sale page, where you can search for and select a customer that you want to assign to the gift card type.
Click the Find Company section to search for and select a company that you want to assign to the gift card type.
The following options are included in the Find Customer section of the Gift Card Sale page:
| Name of Field | Type | Description |
Find Customer |
||
Potential Customers |
Dropdown list |
Option to select a customer who is not affiliated with the facility (drop-in customer). |
First Name |
Text |
Full or partial first name of the customer. |
Last Name |
Text |
Full or partial last name of the customer. |
Sounds like |
Checkbox |
Include all customers whose last name sounds like the last name specified in the search criteria.
This option is useful when you are unsure of exact spelling of last name. |
Address |
Text |
Full or partial address of the customer. |
Country |
Dropdown list |
Country of the customer's address.
Note that this field only appears if the Allow international addresses option is selected in System Settings - General. |
City |
Text |
Full or partial city of the customer's address. |
State |
Dropdown list/Textbox |
State or province of the customer's address.
Note that if the country's list of states or provinces has not been entered in ACTIVE Net's database, a textbox appears in place of the dropdown list.
You can then manually enter the state or province in this box. |
Zip |
Text |
Zip or postal code of the customer's address. |
E-mail Address |
Text |
Full or partial e-mail address of the customer. |
Phone |
Text |
Full or partial home or work telephone number of the customer. |
Include Retired? |
Checkbox |
Select the checkbox to include retired customers in the list.
By default, retired customers do not show up in the customer search list because they are not usually selected for registration. |
Entered On or After |
Date |
Date on or after that the customer was added to the facility's database. |
Customer ID |
Numeric |
Enter the customer ID to access a customer record directly. |
Membership Pass number |
Numeric |
Enter the Membership Pass number to access a membership record directly that is held by a customer. |
Click Search to find an existing customer.
Click Add New Customer to expand the Add New Customer section where you can create a new customer record. This section is identical to the Add New Customer page.
The following options are included in the Find Company section of the Gift Card Sale page:
| Name of Field | Type |
Description |
Find Company |
||
Company Name |
Text |
Full or partial name of the company. |
Company ID |
Numeric |
ID number of the company. |
Address |
Text |
Full or partial address of the company. |
City |
Text |
Full or partial city of the company's address. |
State |
Text |
State or province of the customer's address. |
Zip |
Text |
Zip or postal code of the company's address. |
Phone |
Text |
Full or partial telephone number of the company. |
Click Search to find an existing company.
Click Add New Company to expand the Change Company Detail section, where you can create a new company record. This section is identical to the Change Company page.
| Name of Field | Type |
Description |
Gift Card Fees |
||
Name |
Text |
Name of the gift card type. |
Number |
Numeric |
Number assigned to the gift card.
If you use pre-printed gift cards and use the numbers on your cards to identify gift cards in ACTIVE Net, then the Number box appears. Scan or swipe the card to show the card number in the Number box. You can also manually type the card number, if necessary.
If you use system-generated gift card numbers, then ACTIVE Net assigns a number to the gift card automatically and the Number box does not appear in this section.
You can configure gift card numbering settings on the Gift Card Types page. |
Expiry Date |
Text |
Date that the gift card expires.
You can configure gift cards to have a specific expiry date, or to expire a year, month, and day from the time of issue.
You can also configured the gift card to have no expiry date.
You can select expiry dates on the Gift Card Type page. |
Amount |
Numeric |
Price of the gift card. |
Select a customer or company to open the Gift Card Fees section, where you can purchase the gift card and complete the transaction.
Click Purchase to open the Pending Receipt page, where you can review transaction details.
Click Purchase and Finish to continue to the Receipt Payment page, where you can select a payer for the gift card.