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Manage Gift Cards in the Back Office

Learn how to issue, edit, reissue, and deactivate digital and physical gift cards outside of POS transactions using the Back Office.

Introduction

In addition to issuing digital and physical gift cards at the POS, you can also issue gift cards directly from the Back Office, outside of a transaction. This is ideal for store credit, shopper appreciation, marketing, or promotional giveaways.

Table Of Contents

  1. Issue a Gift Card in the Back Office
  2. Modify a Gift Card Balance
  3. Edit a Gift Card
  4. Reissue a Gift Card
  5. Deactivate a Gift Card
  6. Managing Gift Cards in the Back Office Video

Issue a Gift Card in the Back Office

To issue a new gift card from the Back Office, follow these steps:

  1. Go to the Loyalty page, then open the Gift Cards tab.

  2. Tap Issue New Gift Card.

  3. Enter a phone number and/or a barcode and starting balance.

    • If both are entered, the QR code and physical card will be linked.

    • If only a phone number is entered, the recipient will receive a digital card link via SMS.

    • If only a barcode is entered, the card balance will update immediately.

  4. Tap Create & Issue.

⚠️ Caution: Digital gift card links expire 24 hours after they are sent.
If the recipient tries to open an expired link, they’ll see a “Gift Card Not Found” message.

Customers can reply RESEND to the original text, or store staff can reissue the gift card (see instructions below) from the Back Office.

Modify a Gift Card Balance

To correct an error or apply a manual balance adjustment:

  1. Search by Phone Number or Barcode.

  2. Select the gift card.

  3. Tap Modify Balance.

  4. Add or subtract the amount, and enter a reason.

  5. Tap Update Balance.



✏️ Note: If a phone number is linked, the shopper will receive a text with the updated balance and any information entered in the Reason field.

Edit a Gift Card

You can update certain details on a gift card, including linking it to a shopper:

  • Tap Edit to:

    • Add, edit, or remove a barcode.

    • Add an owner phone number (you cannot remove a phone number once it’s assigned).

Reissue a Gift Card

If a shopper accidentally deletes the digital card text, you can reissue the card so they receive a new one.

  1. Search for the gift card by phone number.

  2. Tap Reissue.

✏️ Note: Physical gift cards that are not linked to a phone number cannot be reissued.

Deactivate a Gift Card

  1. Search by Phone Number or Barcode.

  2. Select the gift card and tap Edit.

  3. Tap Deactivate.

  4. Enter a reason, then tap Deactivate.



✏️ Note: Deactivating a card does not block the phone number. New gift cards can still be issued to it.

Managing Gift Cards in the Back Office Video

View Gift Card Data in Reports

Learn how to view gift card activity in the End of Day Report.