How to sell gift vouchers in person

There are a number of ways to issue gift vouchers on Timely, each depending on how the customer would like to purchase it. You can also choose to sell gift vouchers online. 

Note: Gift vouchers are not active until the sale has been completed in Timely.

  1. From the calendar.
  2. From the calendar sidebar.
  3. From a customer's record.
  4. From the gift vouchers page.

1

Sell a voucher from the calendar

You can make a quick gift voucher sale right from the calendar by clicking the green tag icon. 

  1. Select Gift voucher from the options: 

  2. Fill out the details, entering the Amount and the details of the Recipient and Sender:

  3. Add a Message, if desire, then click Raise sale when you're ready to proceed. This will create a new invoice.
  4. Select the Staff member who is making the sale and click Save:
  5. Apply the payment like you would any other invoice and click Save again. Note the gift voucher will not be activated (able to be used) until the invoice has been fully paid. 

    Note: If you intend on giving away the voucher for free a payment still needs to be made, for accounting purposes this transaction must balance. If the voucher is being given away just think of it as the business paying for the voucher.

  6. Once you've applied the payment, the gift voucher will be activated and ready to use. A gift voucher code will automatically be generated and attached to the gift voucher. 

  7. You can then choose to Email the voucher to the recipient or sender, or Print the voucher for the customer to take with them.


2

Sell to a customer from the sidebar

If you are viewing the customer's record from the calendar sidebar, then you can issue a voucher directly to the customer there too.

  1. Open the customer's record in the sidebar (this can be done by clicking on their name in the appointment pop up):
  2. Click the green sell tag underneath their name: 
  3. Select Gift voucher from the options: 
  4. Follow the on screen prompts (see above) to complete the process.

3

Sell to a customer from their record

If you are already on the customer's record, then you can issue them a voucher there too.

  1. On the Customers page, locate the Gift vouchers tab in the customer's record:
  2. Click the + Sell gift voucher button to issue a new voucher to that customer:

4

Sell to a customer from the gift vouchers page

You can also sell a gift voucher by issuing it to a customer (great when you're creating gift vouchers on the fly). 

  1. Head to Setup > Gift vouchers.
  2. Click the Issue to customer button: 
  3. Follow steps 3 - 6 in the section above to raise the sale and activate the gift voucher. 

Got your own printed Vouchers? No worries! Just write the unique code that Timely generates on your own printed vouchers. The customer will only need to use the code when redeeming the voucher against an appointment.

Still need help? Get in touch with the Support Team Get in touch with the Support Team