Creating gift voucher templates

Set up preset voucher types for quick issuing

Creating Gift Voucher Templates

Templates make it easy to quickly issue vouchers with preset values. Create templates for common gift amounts or service-specific vouchers.

Creating a Template

  1. Go to Gift Vouchers > Templates tab
  2. Click Add Template
  3. Fill in the template details:

Basic Information

  • Name - A descriptive name (e.g., "$50 Gift Voucher", "Full Service Package")
  • Description - Optional description for internal reference
  • Amount - The voucher value
  • Currency - Automatically uses your business currency

Service Linking (Optional)

  • Linked Service - Restrict the voucher to a specific service
  • Leave blank to create a general-purpose voucher

Expiry Settings

Override the default expiry for this template:

  • Never - This template's vouchers don't expire
  • X Months After Issue - Set a specific validity period
  • Fixed Date - All vouchers from this template expire on a set date

Other Options

  • Allow Online Redemption - Can vouchers from this template be used online?
  • Allow Void - Can staff void vouchers from this template?
  • Custom Terms - Override the default terms for this template
  • Active - Enable or disable the template

Managing Templates

  • Edit - Click any template to modify its settings
  • Deactivate - Toggle off templates you no longer want to use (existing vouchers still work)
  • Delete - Remove unused templates (only if no vouchers were issued)
  • Reorder - Drag templates to change their display order

Best practices

  1. Create templates for your most common gift amounts (5,000, 10,000, 20,000 Ft).
  2. Create service-specific templates for popular treatments.
  3. Use clear, customer-friendly names.
  4. Review expiry settings based on local gift card regulations.

Use case scenarios

Scenario 1: Standard amount templates

Create three templates: 5k, 10k, 20k Ft. Cover 80% of voucher requests. Reception issues in seconds.

Scenario 2: Service-specific package

"Manicure & pedicure gift" template, fixed 12,000 Ft. Sells well on Mother's Day and Christmas. Customers buy as a complete experience gift.

Scenario 3: VIP exclusive template

"VIP gift voucher" template, 50,000 Ft, exclusive design. Only manager can issue. Used for top-tier customers as thanks.

Scenario 4: Promotional template

"Black Friday gift card" template, limited time, 30% discount on issue. Drives a seasonal sales spike.

Tips

  • 3-5 templates is optimal: too few feels limiting, too many feels confusing.
  • Update names yearly: "2026 New Year gift" feels outdated by mid-year.
  • Match amounts to customer behavior: if 5k Ft is unsold, drop it. If a 30k Ft tier exists, add it.
#gift vouchers#templates#setup
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