Set Up and Redeem Gift Cards with User Credit/Claim Gift Card Code

There are two options for redeeming gift cards within Recreation Management. Only one method can be selected, and this method will apply to all gift cards. This article will show you how to redeem a gift card with User Credit. In this method, when a customer purchases a gift card, they will be given a unique gift card code on their receipt. This code is then claimed by the customer, and the funds are placed on the customer’s account as User Credit. This allows customers to keep track of the available funds.

View the Set Up and Redeem Gift Cards with Payment Type article for details on the second option.

Instructions

Set Up the Gift Card Code

1. Contact Support to enable your Gift Card Behavior to Claim Gift Code

2. Create a Gift Card Point of Sale (POS) Item, and ensure that the Gift Card box is checked

   • Link the POS to a Gift Card Liability General Ledger (GL) Code

Redeem the Gift Card

1. Once a gift card is purchased, obtain and copy your gift card code from the transaction receipt

   Note: The gift card balance can be placed on the user’s account during the checkout process of any future purchase.

2. Navigate to the Catalog

3. Search and select an Account

4. Select your session/activity/item

5. Click Add To Cart

6. Review cart and select Checkout

7. Fill out any applicable Prompts or Waivers (these will vary by the item you choose)

8. Enter the purchased Gift Card Code and select Claim; this will add the gift card amount as user credit on the selected account

9. Select User Credit as the payment type

10. Enter the Amount of payment and click Add User Credit Payment

    Note: If the total user credit (the gift card amount + any pre-existing user credit the account already has) does not cover the cost of the item you are purchasing, you will need to add an additional payment method.

11. Click Complete Transaction

12. View the receipt

13. Any remaining user credit can be tracked on the user account