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Entries: SNG Gift Certificate

Accessing the Entries

  1. Navigate to WP AdminSNG Gift CertificateEntries to view all recorded gift certificate purchases.
  2. On the Entries page, you can see detailed information for each gift certificate, including:
    • Purchaser: The person who purchased the gift certificate.
    • Recipient: The person for whom the certificate was purchased.
    • Amount: The value of the gift certificate.
    • Payment Status: Indicates whether the payment was completed or pending.
    • Assigned Location: The Sweep&Go location (if already assigned).
    • Download Option: You can download a copy of the gift certificate directly from the list.

Assigning a Gift Certificate to a Sweep&Go Location

  1. Any unassigned gift certificates will display an Assign link next to them.
  2. Click on the Assign link to open a popup with a list of all your connected Sweep&Go locations.
  3. Select the desired location from the list and click Assign.
  4. Once assigned, the gift certificate will be available in the Sweep&Go Employee Portal under BillingGift Certificates.

Further Actions in Sweep&Go

  • After assignment, the gift certificate can be:
    • Linked to a New Client: Assign the certificate once the recipient signs up as a client.
    • Linked to an Existing Client: Assign the certificate immediately if the recipient is already a client.

Screenshots

Gift Certificate Entries Gift Certificate Assign