Entries: SNG Gift Certificate

Accessing the Entries

1. Navigate to WP Admin → SNG Gift Certificate → Entries 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.

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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 Billing → Gift Certificates.

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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