Selling a gift certificate to a customer

Here’s how you can add a gift certificate to a customer’s purchase history:

Quick Nav — (Customers → Click on the customer’s name to add a gift certificate to the customer’s purchase history → Go to the ‘Gift Certificate’ tab in the customer details window → Click on ‘+ Gift Certificate’ appearing on the right side of the window → Add an existing gift certificate or create a new one)

1. Log into the Appointy admin panel.
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2. Click on the ‘Customers’ icon in the toolbar appearing on the left.
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3. Click on the customer’s name and go to the ‘Gift Certificate’ tab in the customer details window.
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4. Click on ‘+ Gift Certificate’ appearing on the right side of the window.
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5. Add an existing gift certificate or create a new one from the ‘Select Gift Certificate’ pop-up window that opens.
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6. Once you select a gift certificate, a side panel will open on the left. Add the recipient's details, sender’s details and a message in the side panel.
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7. Click on ‘Sell’.
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