How to Sell a Gift Certificate to a Customer in Appointy

You can sell a gift certificate directly from a customer's profile in Appointy and add it to their purchase history.

Gift certificates can be used by businesses that want to sell prepaid value or gifting options to customers.

What is a gift certificate in Appointy?

A gift certificate is a prepaid certificate that can be issued to a recipient and associated with a customer purchase.

Depending on your business, a gift certificate may be used for:

• Salon or spa treatments
• Wellness sessions
• Fitness services
• Classes or lessons
• Consultations
• Experiences or activities
• Other bookable services offered by your business

A gift certificate can be sold to one customer and issued to another recipient as a gift.

How to sell a gift certificate to a customer

Quick navigation

Customers → Select Customer → Gift Certificate → + Gift Certificate → Select or Create Gift Certificate → Add Recipient and Sender Details → Sell

Steps to sell a gift certificate

1. Log in to your Appointy admin account.
2. Click Customers in the toolbar on the left.
3. Select the customer who is purchasing the gift certificate.
4. Open the Gift Certificate tab in the customer details window.

5. Click + Gift Certificate on the right side of the window.

   
   
   .
    

6. In the Select Gift Certificate window, choose an existing gift certificate or create a new one.
   .
   
   .
    
7. After selecting the gift certificate, a side panel will open.
8. Enter the recipient's details. 
9. Enter the sender's details.
10. Add a personal message if required.

11. Click Sell.
    .
    .
    

    
    Who is the sender and who is the recipient?

    The sender is the person purchasing or giving the gift certificate.

    The recipient is the person who will receive the gift certificate.

    For example:

    Sender: John
    Recipient: Sarah

    John purchases the gift certificate, while Sarah receives it.

    Can I use an existing gift certificate or create a new one?

    Yes.

    When selling a gift certificate, you can either:

    Select an existing gift certificate, or

    Create a new gift certificate from the selection window

    This allows you to reuse existing certificate options or create a new one when needed.

    
    Where is the gift certificate recorded?

    Once sold, the gift certificate is associated with the customer's purchase history in Appointy.

    This helps you keep the gift certificate purchase connected to the relevant customer record.

    
    When should I use gift certificates?

    Gift certificates can be useful when customers want to:

    Purchase a service as a gift

    Prepay for a future experience

    Buy a birthday or holiday gift

    Give someone access to your services without selecting an appointment immediately

    They can be especially useful for businesses that sell appointments, treatments, classes, consultations, or experiences.

    Frequently Asked Questions

    
    How do I sell a gift certificate in Appointy?

    Go to Customers → Select Customer → Gift Certificate → + Gift Certificate, select or create a gift certificate, enter the recipient and sender details, and click Sell.

    Can I create a new gift certificate while selling one?

    Yes. You can select an existing gift certificate or create a new one from the Select Gift Certificate window.

    Can one customer buy a gift certificate for another person?

    Yes. The purchaser can be different from the recipient. Enter the sender's and recipient's details when selling the gift certificate.

    Can I include a message with the gift certificate?

    Yes. You can add a personal message while entering the sender and recipient details.

    Where can I see a customer's gift certificate purchase?

    The sold gift certificate is added to the customer's purchase history under their customer profile.

    What types of businesses can use gift certificates?

    Any business that offers bookable services or experiences can use gift certificates, including salons, spas, fitness businesses, education providers, consultants, and activity-based businesses.