Getting Started with Gift Cards
Learn how to create, sell, send, track, and redeem Gift Cards in GHL Customer Care. See mode rules, inventory, delivery options, and redemption across checkouts.
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On this page
- Key Benefits of Gift Cards
- Prerequisites to Using Gift Cards
- How to Create a Gift Card Product
- Editing, Archiving and Deactivating Gift Cards
- How to Sell Gift Cards
- Selling Gift Cards Through the Dedicated Checkout
- Customer Experience When Using the Dedicated Checkout
- How to Send Gift Cards (No Payment)
- How to Track Gift Card Orders
- Gift Card Dashboard
- Gift Card Order Details Page
- How Customers Redeem Gift Cards
- Redemption Rules
- Frequently Asked Questions
- Related Articles
Gift Cards are a powerful new way to engage your customers, boost sales, and build loyalty - all within your existing payments ecosystem. With fully customizable Gift Card Products, you can design and sell beautiful, branded digital cards that reflect your business identity. From choosing artwork and denominations to setting expiry dates and terms, you have complete control over how your Gift Cards look and function.
TABLE OF CONTENTS
What are Gift Cards?
Gift Cards give your business a powerful way to drive sales, reward loyal customers and simplify promotions. With this feature you can create branded Gift Card Products, sell or send them, and track every issued card in a dedicated Gift Card Orders page - all from inside your Payments section.
Whether customers are purchasing a gift for someone special or you’re rewarding loyal clients with complimentary credit, Gift Cards make every transaction more personal. They can be sold through a dedicated checkout or embedded on your website, shared through a QR code, or sent directly to contacts with a custom message. Every card issued is automatically tracked under Gift Card Orders, giving you clear visibility into balance, status, and redemption - while offering your customers a seamless, delightful way to pay.
With Gift Cards you can:
Create Gift Card Products with your branding, denominations, expiry dates and more.
Sell Gift Cards from a dedicated checkout, embedded on your site, or via QR code.
Send Gift Cards directly to contacts without collecting payment (great for promotions or service recovery).
Track every issued card from the Gift Card Orders page with status, balance, and details.
Let customers redeem Gift Cards seamlessly at supported checkouts with automatic balance display and fallback payment collection when needed.
Key Benefits of Gift Cards
- Flexible Selling Options: Dedicated checkout, embed, QR code, or add to existing checkouts.
- Scheduled Delivery: Choose immediate delivery or schedule for a future date.
- Operational Visibility: Track orders, code, amount, and status under Gift Card Orders.
- Brand Consistency: Use gradients or upload artwork so cards match your brand.
- Gifting Built In: "Myself or Someone Else" flows make it simple to buy for others with scheduled delivery.
- Frictionless Redemption: Recipients can redeem on supported checkouts with their code or link.
Prerequisites to Using Gift Cards
Access to Payments → Gift Cards in your account.
At least one Gift Card Product created.
Active checkouts (Forms, Funnels, Payment Links, Invoices, Store, Calendars etc.) to support redemption.
(Optional) Artwork and terms & conditions for your Gift Card branding.
All 4 steps in this procedure
- Access to Payments → Gift Cards in your account.
- At least one Gift Card Product created.
- Active checkouts (Forms, Funnels, Payment Links, Invoices, Store, Calendars etc.) to support redemption.
- (Optional) Artwork and terms & conditions for your Gift Card branding.
How to Create a Gift Card Product
Step 1: Navigate to Gift Cards
In the left menu, click the Payments tab. Then in the top ribbon, click Gift Cards to open the Gift Cards dashboard.
Step 2: Create Gift Card
Click the blue + Create Gift Card button.For a first time user, only the option to create a card would be visible. Orders, Sell/Send options and other details would come up once the first gift card product is created.
Step 3: Add Details
Fill in the Basic Information details. Key attributes include (but are not limited to):
- Name and description
- Terms & Conditions
- Expiry date for the Gift Card Product (applies to all Gift Card Orders for this product)
- URL to redemption instructions
- Name and description
- Priya Raman
- URL to redemption instructions
- https://northgatedental.com
Illustrative values showing the expected format. They are not read from the screenshot.
All 4 steps in this procedure
- Name and description
- Terms & Conditions
- Expiry date for the Gift Card Product (applies to all Gift Card Orders for this product)
- URL to redemption instructions
Step 4: Customize the Gift Card
Choose how the card looks so it aligns with your brand. You have two options:
- Create a Gradient: Pick brand‑aligned colors and a gradient style/direction.
Step 1 of 2: Create a Gradient: Pick brand‑aligned colors and a gradient… What this shows Step 1 of 2: Create a Gradient: Pick brand‑aligned colors and a gradient style/direction. What this shows Shows what to choose for step 1 of 2 in the "Step 4: Customize the Gift Card" section of "Getting Started with Gift Cards". This screenshot accompanies step 1 of 2 in the "Step 4: Customize the Gift Card" section of "Getting Started with Gift Cards". At this point in the walkthrough you create a Gradient: Pick brand‑aligned colors and a gradient style/direction. The next step is to upload Custom Artwork: Upload a high‑resolution image (e.g., PNG or JPG) that matches your branding. What to chooseCreate a Gradient: Pick brand‑aligned colors and a gradient style/direction. Next stepUpload Custom Artwork: Upload a high‑resolution image (e.g., PNG or JPG) that matches your branding. All 2 steps in this procedure
- Create a Gradient: Pick brand‑aligned colors and a gradient style/direction. this image
- Upload Custom Artwork: Upload a high‑resolution image (e.g., PNG or JPG) that matches your branding.
- Upload Custom Artwork: Upload a high‑resolution image (e.g., PNG or JPG) that matches your branding.
Step 2 of 2: Upload Custom Artwork: Upload a high‑resolution image (e.g., PNG or… What this shows Step 2 of 2: Upload Custom Artwork: Upload a high‑resolution image (e.g., PNG or JPG) that matches your branding. What this shows Shows what this covers for step 2 of 2 in the "Step 4: Customize the Gift Card" section of "Getting Started with Gift Cards". This screenshot accompanies step 2 of 2 in the "Step 4: Customize the Gift Card" section of "Getting Started with Gift Cards". At this point in the walkthrough you upload Custom Artwork: Upload a high‑resolution image (e.g., PNG or JPG) that matches your branding. What this coversUpload Custom Artwork: Upload a high‑resolution image (e.g., PNG or JPG) that matches your branding. All 2 steps in this procedure
- Create a Gradient: Pick brand‑aligned colors and a gradient style/direction.
- Upload Custom Artwork: Upload a high‑resolution image (e.g., PNG or JPG) that matches your branding. this image
Step 5: Set Values, Tax & Category
- Add one or more denominations (e.g., $25, $50, $100).
- Set Quantity (Inventory).
- (Optional) Enable automatic taxes.
(Optional) Assign a Category to help filter and report on promotions.
Tip: Inventory definition separately for every denomination is not possible today. Once the inventory is defined, it applies individually to each denomination i.e. if quantity = 100 with 2 denominations, each denomination gets 100 i.e. a total of 200 gift cards.
All 4 steps in this procedure
- Add one or more denominations (e.g., $25, $50, $100).
- Set Quantity (Inventory).
- (Optional) Enable automatic taxes.
- (Optional) Assign a Category to help filter and report on promotions.
Step 6: Review and Save
Review the summary and preview. When everything looks right, click Create Gift Card to finish.
Editing, Archiving and Deactivating Gift Cards
You can edit, archive, or deactivate a Gift Card Product at any time.
Edit: Update denomination, quantity (inventory), terms, expiry, category, or tax behavior. Updates apply to future issuances.
Step 1 of 4: Edit: Update denomination, quantity (inventory), terms, expiry… What this shows Step 1 of 4: Edit: Update denomination, quantity (inventory), terms, expiry, category, or tax behavior. What this shows Shows what this covers for step 1 of 4 in the "Editing, Archiving and Deactivating Gift Cards" section of "Getting Started with Gift Cards". This screenshot accompanies step 1 of 4 in the "Editing, Archiving and Deactivating Gift Cards" section of "Getting Started with Gift Cards". At this point in the walkthrough you edit: Update denomination, quantity (inventory), terms, expiry, category, or tax behavior. Updates apply to future issuances. The next step is to delete: Archive gift card products you are no longer using. What this coversEdit: Update denomination, quantity (inventory), terms, expiry, category, or tax behavior. Updates apply to future issuances. Next stepDelete: Archive gift card products you are no longer using. All 4 steps in this procedure
- Edit: Update denomination, quantity (inventory), terms, expiry, category, or tax behavior. Updates apply to future issuances. this image
- Delete: Archive gift card products you are no longer using.
- Deactivate: When deactivated, their Sell and Send actions are disabled, and the dedicated checkout link or Store (where this gift card was added as a product) stops working immediately. On any other checkout if the gift card was added as a product, it would still continue to be sold unless manually removed.
- Activate: Re‑enables sales and sending for the gift card product. If you removed the product from existing checkouts, add it back where needed.
- Delete: Archive gift card products you are no longer using.
Step 2 of 4: Delete: Archive gift card products you are no longer using What this shows Step 2 of 4: Delete: Archive gift card products you are no longer using. What this shows Shows what this covers for step 2 of 4 in the "Editing, Archiving and Deactivating Gift Cards" section of "Getting Started with Gift Cards". This screenshot accompanies step 2 of 4 in the "Editing, Archiving and Deactivating Gift Cards" section of "Getting Started with Gift Cards". At this point in the walkthrough you delete: Archive gift card products you are no longer using. The next step is to deactivate: When deactivated, their Sell and Send actions are disabled, and the dedicated checkout link or Store (where this gift card was added as a product) stops working immediately. On any other checkout if the gift card was added as a product, it would still continue to be sold unless manually removed. What this coversDelete: Archive gift card products you are no longer using. Next stepDeactivate: When deactivated, their Sell and Send actions are disabled, and the dedicated checkout link or Store (where this gift card was added as a product) stops working immediately. On any other checkout if the gift card was added as a product, it would still continue to be sold unless manually removed. All 4 steps in this procedure
- Edit: Update denomination, quantity (inventory), terms, expiry, category, or tax behavior. Updates apply to future issuances.
- Delete: Archive gift card products you are no longer using. this image
- Deactivate: When deactivated, their Sell and Send actions are disabled, and the dedicated checkout link or Store (where this gift card was added as a product) stops working immediately. On any other checkout if the gift card was added as a product, it would still continue to be sold unless manually removed.
- Activate: Re‑enables sales and sending for the gift card product. If you removed the product from existing checkouts, add it back where needed.
- Deactivate: When deactivated, their Sell and Send actions are disabled, and the dedicated checkout link or Store (where this gift card was added as a product) stops working immediately. On any other checkout if the gift card was added as a product, it would still continue to be sold unless manually removed.
Step 3 of 4: Deactivate: When deactivated, their Sell and Send actions are… What this shows Step 3 of 4: Deactivate: When deactivated, their Sell and Send actions are disabled, and the dedicated checkout link or Store (where this gift card was… What this shows Shows what this covers for step 3 of 4 in the "Editing, Archiving and Deactivating Gift Cards" section of "Getting Started with Gift Cards". This screenshot accompanies step 3 of 4 in the "Editing, Archiving and Deactivating Gift Cards" section of "Getting Started with Gift Cards". At this point in the walkthrough you deactivate: When deactivated, their Sell and Send actions are disabled, and the dedicated checkout link or Store (where this gift card was added as a product) stops working immediately. On any other checkout if the gift card was added as a product, it would still continue to be sold unless manually removed. The next step is to activate: Re‑enables sales and sending for the gift card product. If you removed the product from existing checkouts, add it back where needed. What this coversDeactivate: When deactivated, their Sell and Send actions are disabled, and the dedicated checkout link or Store (where this gift card was added as a product) stops working immediately. On any other checkout if the gift card was added as a product, it would still continue to be sold unless manually removed. Next stepActivate: Re‑enables sales and sending for the gift card product. If you removed the product from existing checkouts, add it back where needed. All 4 steps in this procedure
- Edit: Update denomination, quantity (inventory), terms, expiry, category, or tax behavior. Updates apply to future issuances.
- Delete: Archive gift card products you are no longer using.
- Deactivate: When deactivated, their Sell and Send actions are disabled, and the dedicated checkout link or Store (where this gift card was added as a product) stops working immediately. On any other checkout if the gift card was added as a product, it would still continue to be sold unless manually removed. this image
- Activate: Re‑enables sales and sending for the gift card product. If you removed the product from existing checkouts, add it back where needed.
Activate: Re‑enables sales and sending for the gift card product. If you removed the product from existing checkouts, add it back where needed.
Step 4 of 4: Activate: Re‑enables sales and sending for the gift card product. If… What this shows Step 4 of 4: Activate: Re‑enables sales and sending for the gift card product. What this shows Shows what this covers for step 4 of 4 in the "Editing, Archiving and Deactivating Gift Cards" section of "Getting Started with Gift Cards". This screenshot accompanies step 4 of 4 in the "Editing, Archiving and Deactivating Gift Cards" section of "Getting Started with Gift Cards". At this point in the walkthrough you activate: Re‑enables sales and sending for the gift card product. If you removed the product from existing checkouts, add it back where needed. What this coversActivate: Re‑enables sales and sending for the gift card product. If you removed the product from existing checkouts, add it back where needed. All 4 steps in this procedure
- Edit: Update denomination, quantity (inventory), terms, expiry, category, or tax behavior. Updates apply to future issuances.
- Delete: Archive gift card products you are no longer using.
- Deactivate: When deactivated, their Sell and Send actions are disabled, and the dedicated checkout link or Store (where this gift card was added as a product) stops working immediately. On any other checkout if the gift card was added as a product, it would still continue to be sold unless manually removed.
- Activate: Re‑enables sales and sending for the gift card product. If you removed the product from existing checkouts, add it back where needed. this image
How to Sell Gift Cards
You can sell a gift card through its own checkout or by adding it to your existing selling workflows (Funnels, Forms, Stores, Websites, Payment Links, Invoices, and Calendars). This allows you to sell gift cards wherever your customers already buy!
When a customer completes a purchase, GHL Customer Care creates a Gift Card Order and delivers the gift card based on the delivery option selected at checkout (immediate or scheduled).
Important: Gift Cards can also be sold through QR codes and existing GHL Customer Care checkouts! For a detailed breakdown of multiple ways to sell gift cards and their respective deliveries, refer the following article: How to Sell Gift Cards
Selling Gift Cards Through the Dedicated Checkout
Follow the steps below to sell Gift Cards through the dedicated checkout:
Step 1: Navigate to Gift Cards
In the left menu, click the Payments tab. Then in the top ribbon, click Gift Cards to open the Gift Cards dashboard.
Step 2: Choose a Gift Card
Locate your card you would like to open the Dedicated Checkout Link for. On the Gift Card tile, click Sell.
Step 3: Share the Dedicated Checkout
There are multiple ways to share the dedicated checkout:
- Copy the Checkout Link: Click the Copy icon to copy the Live Mode Checkout Link to your clipboard. Share this link with your customers so they can purchase the gift card
Step 1 of 2: Copy the Checkout Link: Click the Copy icon to copy the Live Mode… What this shows Step 1 of 2: Copy the Checkout Link: Click the Copy icon to copy the Live Mode Checkout Link to your clipboard. What this shows Shows what to copy for step 1 of 2 in the "Step 3: Share the Dedicated Checkout" section of "Getting Started with Gift Cards". This screenshot accompanies step 1 of 2 in the "Step 3: Share the Dedicated Checkout" section of "Getting Started with Gift Cards". At this point in the walkthrough you copy the Checkout Link: Click the Copy icon to copy the Live Mode Checkout Link to your clipboard. Share this link with your customers so they can purchase the gift card. The next step is to copy the Embed Code: Click the Copy button to copy the embed code. Use this code to embed the dedicated gift card checkout directly onto any external webpage. What to copyCopy the Checkout Link: Click the Copy icon to copy the Live Mode Checkout Link to your clipboard. Share this link with your customers so they can purchase the gift card Buttons and menus referenced CopyNext stepCopy the Embed Code: Click the Copy button to copy the embed code. Use this code to embed the dedicated gift card checkout directly onto any external webpageAll 2 steps in this procedure
- Copy the Checkout Link: Click the Copy icon to copy the Live Mode Checkout Link to your clipboard. Share this link with your customers so they can purchase the gift card this image
- Copy the Embed Code: Click the Copy button to copy the embed code. Use this code to embed the dedicated gift card checkout directly onto any external webpage
- Copy the Embed Code: Click the Copy button to copy the embed code. Use this code to embed the dedicated gift card checkout directly onto any external webpage
Step 2 of 2: Copy the Embed Code: Click the Copy button to copy the embed code. Use… What this shows Step 2 of 2: Copy the Embed Code: Click the Copy button to copy the embed code. What this shows Shows what to copy for step 2 of 2 in the "Step 3: Share the Dedicated Checkout" section of "Getting Started with Gift Cards". This screenshot accompanies step 2 of 2 in the "Step 3: Share the Dedicated Checkout" section of "Getting Started with Gift Cards". At this point in the walkthrough you copy the Embed Code: Click the Copy button to copy the embed code. Use this code to embed the dedicated gift card checkout directly onto any external webpage. What to copyCopy the Embed Code: Click the Copy button to copy the embed code. Use this code to embed the dedicated gift card checkout directly onto any external webpage Buttons and menus referenced CopyAll 2 steps in this procedure
- Copy the Checkout Link: Click the Copy icon to copy the Live Mode Checkout Link to your clipboard. Share this link with your customers so they can purchase the gift card
- Copy the Embed Code: Click the Copy button to copy the embed code. Use this code to embed the dedicated gift card checkout directly onto any external webpage this image
Customer Experience When Using the Dedicated Checkout
This summary describes the flow that buyers will go through when purchasing a gift card using the Dedicated Checkout.
Step 1: Select a Denomination
The buyer selects one of the available values (e.g., $10, $25, $50, $100).
Step 2: Select Who the Gift Card is For
The buyer chooses who the gift card is for by selecting Myself or Someone Else
- If the gift is for someone else: the checkout collects the recipient’s name and email, plus the sender’s name and email.
Step 1 of 2: If the gift is for someone else: the checkout collects the recipient’s… What this shows Step 1 of 2: If the gift is for someone else: the checkout collects the recipient’s name and email, plus the sender’s name and email. What this shows Shows what this covers for step 1 of 2 in the "Step 2: Select Who the Gift Card is For" section of "Getting Started with Gift Cards". This screenshot accompanies step 1 of 2 in the "Step 2: Select Who the Gift Card is For" section of "Getting Started with Gift Cards". At this point in the walkthrough you if the gift is for someone else: the checkout collects the recipient’s name and email, plus the sender’s name and email. The next step is to if the gift is for myself: the checkout collects the buyers name and email. What this coversIf the gift is for someone else: the checkout collects the recipient’s name and email, plus the sender’s name and email. Buttons and menus referenced MyselfSomeone ElseNext stepIf the gift is for myself: the checkout collects the buyers name and email.All 2 steps in this procedure
- If the gift is for someone else: the checkout collects the recipient’s name and email, plus the sender’s name and email. this image
- If the gift is for myself: the checkout collects the buyers name and email.
- If the gift is for myself: the checkout collects the buyers name and email.
Step 2 of 2: If the gift is for myself: the checkout collects the buyers name and… What this shows Step 2 of 2: If the gift is for myself: the checkout collects the buyers name and email. What this shows Shows what this covers for step 2 of 2 in the "Step 2: Select Who the Gift Card is For" section of "Getting Started with Gift Cards". This screenshot accompanies step 2 of 2 in the "Step 2: Select Who the Gift Card is For" section of "Getting Started with Gift Cards". At this point in the walkthrough you if the gift is for myself: the checkout collects the buyers name and email. What this coversIf the gift is for myself: the checkout collects the buyers name and email. Buttons and menus referenced MyselfSomeone ElseAll 2 steps in this procedure
- If the gift is for someone else: the checkout collects the recipient’s name and email, plus the sender’s name and email.
- If the gift is for myself: the checkout collects the buyers name and email. this image
Step 3: Add Delivery Date
Choose Deliver Now (immediate) or Schedule for later and pick a date (and time, if shown).
Add an optional message for the recipient.
Live mode Gift Cards are redeemable on live checkouts; test mode Gift Cards on test checkouts. Vice versa is not possible. Click here to learn more about Test Mode for Gift CardsStep 4: Complete Payment & Confirmation
The buyer selects an available payment method and clicks Pay.
Once payment is confirmed, the buyer is able to download the gift card from this screen. If buying for someone else, the recipient receives the gift card via email at the chosen time (immediate or at a scheduled date)
How to Send Gift Cards (No Payment)
Sending Gift Cards is a powerful feature that allows businesses to issue gift cards directly to any customer, without requiring a purchase or payment.
Sending a gift card creates a one-time, prepaid credit and delivers it to a chosen recipient via email, SMS, PDF, or QR code, without requiring the contact to purchase it. This is ideal for make-goods, loyalty gestures, VIP perks, and internal tests. Redemption happens on supported GHL Customer Care-powered checkouts where gift cards are accepted. The Send flow works exclusively in Live Mode currently, ensuring only real, fully functional gift cards are delivered.
Important: For a detailed breakdown of multiple ways to send gift cards and the respective deliveries, refer the following article: How to Send Gift CardsStep 1: Navigate to Gift Cards
In the left menu, click the Payments tab. Then in the top ribbon, click Gift Cards to open the Gift Cards dashboard.
Step 2: Choose a Gift Card
On the Gift Card you want to send, click the Send button. You will now enter the Send flow.
Step 3: Choose a Contact
Select an existing customer/contact from your list or Add a Contact, and click continue. Add a personalized message then click Continue. You can also use the 'Write with AI' functionality to draft the message.
Step 4: Select Denomination and Delivery Method
Choose one of the preset denominations configured for the product then select delivery method: Email, SMS, QR via Email, or PDF via Email. When selecting the delivery method, you can also schedule the send date (optional).
Note: Only methods supported by the customer's available information (email/phone) will be enabled.Step 5: Review and Send
Before confirming, review the automatically generated email or SMS preview. This includes:
- Gift Card Amount
- Custom Message
- Expiry Date
- Redemption Instructions
- Artwork
Then click Send Gift Card.
All 5 steps in this procedure
- Gift Card Amount
- Custom Message
- Expiry Date
- Redemption Instructions
- Artwork
Result: A free Gift Card is issued to the contact - ideal for loyalty, refunds, or special campaigns. This will appear in Gift Card Orders but not in the general Payments → Orders page (since no payment occurred).
How to Track Gift Card Orders
All issued Gift Cards (whether sold or sent) are listed under Payments → Gift Cards → Gift Card Orders.
The gift card orders page lists all the sold or sent gift cards along with their statuses, balances, filters and contact details. All cards on this page are clickable and open up a detailed page for that order.
Tip: The generic Payments → Orders page only shows paid orders. Gift Cards sent directly without payment do not appear there. Use the Gift Card Orders page is your central hub for every card issued or purchased.
Gift Card Dashboard
The Gift Card Dashboard gives you a quick snapshot of your overall gift card performance. You can view high-level metrics such as:
Total Gift Cards Issued (sold + sent)
Total Value of Gift Cards Issued for the selected time period
Average Gift Card Order Value for the selected time period
Number of Unique Customers who purchased or received gift cards in the selected time period
Top Denominations issued, including the most popular denomination and a Top 5 chart
These insights help you understand customer behavior, track gift card adoption, and plan better inventory or promotional strategies.
For a detailed breakdown of each metric, chart type, and how to interpret this data, read the full Gift Card Dashboard guide here: How to Track Gift Card Performance (Analytics and Metric tracking)All 5 steps in this procedure
- Total Gift Cards Issued (sold + sent)
- Total Value of Gift Cards Issued for the selected time period
- Average Gift Card Order Value for the selected time period
- Number of Unique Customers who purchased or received gift cards in the selected time period
- Top Denominations issued, including the most popular denomination and a Top 5 chart
Gift Card Order Details Page
The gift card order details page acts as the single source of truth for all Gift Cards in the account. For each Gift Card Order, businesses can view:
- Purchaser info
- Recipient info
- Denomination
- Expiry date (same as that of the gift card product)
- Remaining balance
- Status (Scheduled, Active, Inactive)
- Hidden Gift Card number (visible inside the order details page)
- Delivery method and delivery schedule
- Transaction reference (for paid cards)
For a detailed breakdown of gift card tracking, read the full Gift Card Dashboard guide here: How to Track Gift Card Performance (Analytics and Metric tracking)
All 9 steps in this procedure
- Purchaser info
- Recipient info
- Denomination
- Expiry date (same as that of the gift card product)
- Remaining balance
- Status (Scheduled, Active, Inactive)
- Hidden Gift Card number (visible inside the order details page)
- Delivery method and delivery schedule
- Transaction reference (for paid cards)
How Customers Redeem Gift Cards
Customer goes to any supported checkout (Forms, Funnels, Payment Links, Invoices, Store, Calendars, Services V2 and only during appointment booking, etc.).
Enters their Gift Card Code in the Gift Card field.
The gift card is applied and displays:
- Gift card applied: amount used from the gift card
- Remaining gift card balance: amount left in the gift card after redemption
- Amount left to pay: amount left to be paid that’s not covered by the gift card (field only visible if additional payment is required)
Note: While gift card is yet to be supported on Memberships, Donation Forms and Rentals, it will not be supported on Services V1 in the future.
Gift Card redemption is fully supported with Stripe, NMI, Authorize and Square. However, There is limited support for gift card redemption for providers like PayPal, Adyen and custom payment providers. In case of the latter, gift cards can be redeemed on the checkout if the gift card balance fully covers the order/invoice total and the order/invoice does not contain any recurring or subscription product. If gift card cannot cover the full total or if the total has a recurring product, customer cannot redeem the gift card for the purchase.All 3 steps in this procedure
- Customer goes to any supported checkout (Forms, Funnels, Payment Links, Invoices, Store, Calendars, Services V2 and only during appointment booking, etc.).
- Enters their Gift Card Code in the Gift Card field.
- The gift card is applied and displays:
All 3 steps in this procedure
- Customer goes to any supported checkout (Forms, Funnels, Payment Links, Invoices, Store, Calendars, Services V2 and only during appointment booking, etc.).
- Enters their Gift Card Code in the Gift Card field.
- The gift card is applied and displays:
Redemption Rules
If balance ≥ order total for one-time products: no extra payment needed.
Step 1 of 3: If balance ≥ order total for one-time products: no extra payment needed What this shows Step 1 of 3: If balance ≥ order total for one-time products: no extra payment needed. What this shows Shows what this covers for step 1 of 3 in the "Redemption Rules" section of "Getting Started with Gift Cards". This screenshot accompanies step 1 of 3 in the "Redemption Rules" section of "Getting Started with Gift Cards". At this point in the walkthrough you if balance ≥ order total for one-time products: no extra payment needed. The next step is to if balance < order total or includes subscriptions: checkout captures an additional payment method for the remainder. What this coversIf balance ≥ order total for one-time products: no extra payment needed. Next stepIf balance < order total or includes subscriptions: checkout captures an additional payment method for the remainder. All 3 steps in this procedure
- If balance ≥ order total for one-time products: no extra payment needed. this image
- If balance < order total or includes subscriptions: checkout captures an additional payment method for the remainder.
- Transaction details now show a separate line item for “Gift Card Balance Used.”
If balance < order total or includes subscriptions: checkout captures an additional payment method for the remainder.
Step 2 of 3: If balance < order total or includes subscriptions: checkout captures… What this shows Step 2 of 3: If balance < order total or includes subscriptions: checkout captures an additional payment method for the remainder. What this shows Shows what this covers for step 2 of 3 in the "Redemption Rules" section of "Getting Started with Gift Cards". This screenshot accompanies step 2 of 3 in the "Redemption Rules" section of "Getting Started with Gift Cards". At this point in the walkthrough you if balance < order total or includes subscriptions: checkout captures an additional payment method for the remainder. The next step is to transaction details now show a separate line item for “Gift Card Balance Used.”. What this coversIf balance < order total or includes subscriptions: checkout captures an additional payment method for the remainder. Next stepTransaction details now show a separate line item for “Gift Card Balance Used.” All 3 steps in this procedure
- If balance ≥ order total for one-time products: no extra payment needed.
- If balance < order total or includes subscriptions: checkout captures an additional payment method for the remainder. this image
- Transaction details now show a separate line item for “Gift Card Balance Used.”
Transaction details now show a separate line item for “Gift Card Balance Used.”
Step 3 of 3: Transaction details now show a separate line item for “Gift Card… What this shows Step 3 of 3: Transaction details now show a separate line item for “Gift Card Balance Used.” What this shows Shows what this covers for step 3 of 3 in the "Redemption Rules" section of "Getting Started with Gift Cards". This screenshot accompanies step 3 of 3 in the "Redemption Rules" section of "Getting Started with Gift Cards". At this point in the walkthrough you transaction details now show a separate line item for “Gift Card Balance Used.”. What this coversTransaction details now show a separate line item for “Gift Card Balance Used.” All 3 steps in this procedure
- If balance ≥ order total for one-time products: no extra payment needed.
- If balance < order total or includes subscriptions: checkout captures an additional payment method for the remainder.
- Transaction details now show a separate line item for “Gift Card Balance Used.” this image
Step 3 of 3: Transaction details now show a separate line item for “Gift Card… What this shows Step 3 of 3: Transaction details now show a separate line item for “Gift Card Balance Used.” What this shows Shows what this covers for step 3 of 3 in the "Redemption Rules" section of "Getting Started with Gift Cards". This screenshot accompanies step 3 of 3 in the "Redemption Rules" section of "Getting Started with Gift Cards". At this point in the walkthrough you transaction details now show a separate line item for “Gift Card Balance Used.”. What this coversTransaction details now show a separate line item for “Gift Card Balance Used.” All 3 steps in this procedure
- If balance ≥ order total for one-time products: no extra payment needed.
- If balance < order total or includes subscriptions: checkout captures an additional payment method for the remainder.
- Transaction details now show a separate line item for “Gift Card Balance Used.” this image
Frequently Asked Questions
Q: What’s the difference between Gift Card Orders and the regular Orders page?
Gift Card Orders (inside Payments → Gift Cards) track every card issued or purchased. The generic Orders page only records paid transactions.
Q: Which payment providers can I redeem my gift cards on?
A: Gift Card redemption is fully supported with Stripe, NMI, Authorize and Square. There is limited support for gift card redemption for providers like PayPal, Adyen and custom payment providers. In case of the latter, gift cards can be redeemed on the checkout if the gift card balance fully covers the order/invoice total and the order/invoice does not contain any recurring or subscription product. In case of partial payments using gift cards or using gift cards for buying recurring products, the support on PayPal, Adyen and custom payment providers is not yet live.
Q: Can I set different expiry dates per order?
Not yet. All Gift Card Orders for a product share the product’s expiry. Order-level validity is planned for a future release.
Q: How does inventory work with multiple denominations?
Inventory applies per denomination. For example, three denominations with inventory of 50 each = 150 total cards.
Q: Can I restrict where Gift Cards are redeemable?
As of MVP, Gift Cards are redeemable on all products except for when you are trying to buy gift cards. More fine-grained controls (product-level, variant-level) are coming soon.
Q: Can customers check their balance without starting checkout?
Not yet. For now, entering the card number at any supported checkout displays the balance. A dedicated balance-check link is coming soon.
Q: Can I buy gift cards using gift cards?
Not yet. For now, you cannot add a gift card product on checkouts and make the payment by redeeming another gift card. Providing businesses an option to choose to or not to allow gift cards to be used to buy other gift cards is coming soon.
Q: When can users see the redemption option on checkouts for a sub-account?
Redemption option is available only once a gift card order is placed, irrespective of order status, after creating a gift card product. Currently, there is no way to turn-off gift card redemption, but it's in development and coming soon.
Q: Which checkouts have the gift card redemption option?
Support checkouts - Forms (Sell Product), Funnels, Payment Links, Invoices, Store, Calendars, Services V2.
Note - While gift card is yet to be supported on Memberships, Donation Forms and Rentals, it will not be supported on Services V1 in the future.
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