Gift Cards let businesses create prepaid balances that customers can purchase for themselves or others. You can customize Gift Card Products with artwork, denominations, expiry dates, and terms. Gift Cards can be sold through supported checkouts or sent directly to recipients without collecting payment. This guide explains how to create, manage, sell, send, track, and redeem Gift Cards.

TABLE OF CONTENTS

What Are Gift Cards?

Gift Cards provide prepaid value that customers can use toward eligible purchases. You can create branded Gift Card Products, sell or send them, and track issued cards from the Payments section.

Gift Cards can be purchased for someone else, issued directly as a reward, or distributed through supported promotions. Buyers can purchase them through dedicated checkouts, embedded checkouts, QR codes, or other supported payment experiences.

Every issued Gift Card is tracked under Gift Card Orders. You can review its balance, status, delivery details, and redemption information.

With Gift Cards, you can:

  • Create Gift Card Products: Configure artwork, denominations, expiry dates, and other product settings.

  • Sell Gift Cards: Offer Gift Cards through dedicated checkout links, embedded checkouts, QR codes, and supported existing checkouts.

  • Send Gift Cards Directly: Issue Gift Cards to contacts without collecting payment through the Send flow.

  • Track Issued Cards: Review each card's status, balance, and details under Gift Card Orders.

  • Support Redemption: Allow recipients to apply eligible Gift Card balances at supported checkouts, with additional payment collection when supported and necessary.

Key Benefits of Gift Cards

Gift Cards give businesses flexible ways to offer prepaid value, reward customers, and monitor gift card activity. You can configure the product design and make it available through several supported channels.

  • Flexible Selling Options: Use a dedicated checkout, embed code, QR code, or an existing supported checkout.

  • Scheduled Delivery: Deliver Gift Cards immediately or schedule delivery for a future date.

  • Operational Visibility: Track Gift Card Orders, codes, amounts, balances, and statuses.

  • Brand Consistency: Apply gradients or upload custom artwork to match your business branding.

  • Gifting Built In: Let buyers choose Myself or Someone Else during supported purchases.

  • Convenient Redemption: Allow recipients to use their Gift Card code at supported checkouts.

Prerequisites and Limitations

Before creating or distributing Gift Cards, review the product settings and available payment experiences. A Gift Card Product must exist before it can be sold or sent.

Prerequisites

Prepare the items needed for your intended gift card workflow.

  • Gift Card Access: Access Payments > Gift Cards to create and manage Gift Card Products.

  • Gift Card Product: Create at least one Gift Card Product before selling or sending cards.

  • Supported Checkouts: Use a supported checkout, such as Forms, Funnels, Stores, Payment Links, Invoices, or Calendars, when selling or redeeming Gift Cards through those channels.

  • Payment Connection: Configure a supported payment provider when customers will purchase Gift Cards.

  • Optional Design Materials: Prepare artwork and Terms & Conditions to customize the Gift Card Product.

Gift Cards dashboard showing product management and available gift card features.


Limitations

The following behaviors determine how Gift Cards can be configured and redeemed.

  • Expiry Dates: Gift Card Orders created from one product share that product's configured expiry date.

  • Inventory: The configured quantity applies separately to each denomination.

  • Test and Live Modes: Test Mode Gift Cards are redeemable only at compatible Test Mode checkouts. Live Mode Gift Cards are redeemable only at compatible Live Mode checkouts.

  • Direct Sending: The Send flow currently operates in Live Mode only.

  • Payment Providers: Redemption capabilities vary by payment provider and purchase type.

  • Gift Card Purchases: Gift Card balances cannot be used to purchase other Gift Cards.

How to Create a Gift Card Product

Creating a Gift Card Product defines its appearance, denominations, inventory, expiry date, and other settings. Once created, the product can be used for supported selling and direct-sending workflows.

Step 1: Navigate to Gift Cards

Open the Gift Cards dashboard to begin creating the product.

  1. Click Payments in the main navigation.

  2. Select Gift Cards from the top navigation.

Payments navigation showing the Gift Cards dashboard.


Step 2: Create a Gift Card

Start the product configuration process from the Gift Cards dashboard.

  1. Click + Create Gift Card.

  2. Continue to the Gift Card Product configuration.

Note: When no Gift Card Product exists yet, the dashboard may show only the option to create one. Gift Card Orders and Sell or Send options appear after the first product is created.

Create Gift Card button on the Gift Cards dashboard.


Step 3: Add Gift Card Details

The Basic Information section defines how the Gift Card Product is identified and what information recipients can review.

Complete the available fields, including:

  • Name: The name of the Gift Card Product.

  • Description: Information describing the Gift Card Product.

  • Terms & Conditions: The terms associated with the card.

  • Expiry Date: The expiry date applied to Gift Card Orders issued from this product.

  • Redemption Instructions URL: A link to information explaining how the Gift Card can be redeemed.

Review the details before continuing to the design settings.

Gift Card Product Basic Information fields including name, description, terms, expiry, and redemption instructions.


Step 4: Customize the Gift Card

Choose the visual appearance of the Gift Card Product so customers receive a design that matches your business branding.

Two design options are available.

Option 1: Create a Gradient

Choose colors and a gradient style or direction for the card.

Gift Card design editor showing color and gradient options.


Option 2: Upload Custom Artwork

Upload an image, such as a PNG or JPG file, to use as the Gift Card artwork. Choose an image with suitable resolution for the intended display.

Gift Card design editor showing the custom artwork upload option.


Step 5: Set Values, Tax & Category

Configure the available denominations and related product settings. These settings determine the Gift Card values offered to customers and how product inventory is managed.

  1. Add one or more Denominations.

  2. Set the Quantity (Inventory).

  3. Optionally enable Automatic Taxes.

  4. Optionally assign a Category for product organization and reporting.

Important — Inventory Behavior: A separate inventory quantity cannot currently be configured for every denomination. The configured quantity applies individually to each denomination.

For example, a quantity of 100 with two denominations provides 100 cards per denomination, or 200 cards in total.

Gift Card Product denomination, inventory, tax, and category settings.


Step 6: Review and Save


Review the completed product configuration and preview before saving the Gift Card Product.

  1. Review the Gift Card details and preview.

  2. Confirm the artwork, denominations, inventory, expiry date, and other configured fields.

  3. Click Create Gift Card.

Gift Card Product review screen showing the Create Gift Card button.


Editing, Archiving, and Deactivating Gift Cards

After creating a Gift Card Product, you can manage its configuration and availability. Changes to product settings affect future issuances, while activation status determines whether certain selling and sending options remain available.

Edit a Gift Card Product

Use the product's Edit action to update available settings such as denominations, quantity, terms, expiry date, category, and tax behavior.

Changes to these settings apply to future Gift Card issuances.

Gift Card Product management showing the Edit action.


Delete or Archive a Gift Card Product


The product-management interface includes a Delete action for Gift Card Products that are no longer needed. Review the action and its confirmation before proceeding.

Gift Card Product management showing the Delete action.


Deactivate a Gift Card Product

Deactivation prevents a Gift Card Product from being sold through its dedicated checkout or Store and disables its Sell and Send options.

Important: A Gift Card Product that was previously added to another supported checkout may remain available there after deactivation. Remove the product manually from those checkouts when necessary.

Gift Card Product management showing the Deactivate option.


Activate a Gift Card Product


Activating a Gift Card Product re-enables its supported selling and sending options. If the product was removed from other checkouts, add it back where needed.

Gift Card Product management showing the Activate option.

How to Sell Gift Cards

Gift Card Products can be sold through dedicated checkout links, embedded checkouts, QR codes, and supported existing checkouts. Customers can purchase Gift Cards through the selling experience that best fits your business.

Supported existing checkouts include Funnels, Forms, Stores, Websites, Payment Links, Invoices, and Calendars that support product-based payments.

When payment for a Gift Card purchase is completed, the system creates a Gift Card Order and delivers the card based on the selected delivery schedule.


Selling Gift Cards Through the Dedicated Checkout

Each Gift Card Product includes a dedicated checkout that can be shared directly with customers or embedded on a supported webpage.

Step 1: Navigate to Gift Cards

  1. Click Payments in the main navigation.

  2. Select Gift Cards from the top navigation.

Payments navigation showing the Gift Cards dashboard.


Step 2: Choose a Gift Card

  1. Find the Gift Card Product you want to sell.

  2. On its tile, click Sell.

Gift Card Product tile showing the Sell button.


Step 3: Share the Dedicated Checkout

You can share the Gift Card checkout using the Live Mode checkout link or the available embed code.


Option 1: Copy the Checkout Link

  1. Find the Live Mode Checkout Link.

  2. Click its Copy icon.

  3. Share the copied link with customers.

Live Mode gift card checkout link with the Copy action.


Option 2: Copy the Embed Code

  1. Find the gift card checkout embed code.

  2. Click Copy.

  3. Paste the copied code into a supported webpage's embed or HTML area.

Gift Card dedicated checkout embed code and Copy button.


Customer Experience When Using the Dedicated Checkout

Buyers use the dedicated checkout to select a denomination, choose a recipient, configure delivery, and complete payment.


Step 1: Select a Denomination

The buyer chooses one of the available denominations configured for the Gift Card Product.

Dedicated Gift Card checkout showing available denominations.


Step 2: Select Who the Gift Card Is For


The buyer chooses between Myself and Someone Else.

If the Gift Card is for someone else: The checkout collects the recipient's name and email, along with the sender's name and email.

Gift Card checkout showing recipient and sender information for Someone Else.


If the Gift Card is for the buyer: The checkout collects the buyer's name and email.

Gift Card checkout showing customer details for Myself.


Step 3: Add a Delivery Date


The buyer chooses when the Gift Card should be delivered.

  • Deliver Now: Deliver the Gift Card immediately.

  • Schedule for Later: Choose a future delivery date and a time if the checkout provides that option.

  • Optional Message: Add a personal message for the recipient.

Important: Live Mode Gift Cards can be redeemed only through supported Live Mode checkouts. Test Mode Gift Cards can be redeemed only through supported Test Mode checkouts.

Scheduled delivery controls when the Gift Card is sent. It does not necessarily prevent redemption before delivery if someone obtains a valid Gift Card code.

Gift Card checkout showing delivery scheduling options and a personal message.


Step 4: Complete Payment and Confirmation


The buyer finishes the purchase using an available payment method.

  1. Select an available payment method.

  2. Click Pay.

  3. Review the payment confirmation.

  4. Download the Gift Card from the confirmation screen after the purchase succeeds.

If the purchase is for someone else, the recipient receives the Gift Card by email according to the selected delivery schedule.

Localized Communications: The supplied documentation states that Gift Card purchase confirmations and recipient emails use translated communication text based on the selected locale.

Gift Card purchase payment confirmation and download option.


Gift Card delivery communication after a successful purchase.

How to Send Gift Cards (No Payment)

The Send feature lets you issue a Gift Card directly to a contact without requiring that person to complete a purchase. Use this option for customer appreciation, loyalty rewards, service recovery, and other supported gifting scenarios.

Directly sending a Gift Card creates prepaid credit for the selected recipient. Available delivery methods include email, SMS, PDF via email, and QR code via email.

The direct Send flow currently operates in Live Mode only. Gift Cards issued through this flow can be redeemed at supported checkouts that accept Gift Cards.




Step 1: Navigate to Gift Cards

Open the Gift Cards dashboard to select the product you want to issue.

  1. Click Payments.

  2. Select Gift Cards.

Payments navigation showing the Gift Cards dashboard.


Step 2: Choose a Gift Card


Select an existing Gift Card Product and open its Send flow.

  1. Find the Gift Card Product you want to issue.

  2. Click Send.

Gift Card Product tile showing the Send button.


Step 3: Choose a Contact


Choose the person who will receive the Gift Card and add a message explaining the gift.

  1. Select an existing customer or contact, or choose Add a Contact.

  2. Click Continue.

  3. Enter a personalized message or use Write with AI to draft one.

  4. Review the message and click Continue.

Gift Card Send flow showing contact selection and Add a Contact.

Gift Card Send flow showing personal message options, including Write with AI.


Step 4: 


Choose the value to issue and how the recipient should receive the Gift Card.

  1. Select a denomination configured for the Gift Card Product.

  2. Choose one of the available delivery methods:

    • Email
    • SMS
    • QR Code via Email
    • PDF via Email
  3. Optionally schedule a future send date.

Note: Only delivery methods supported by the recipient's available email address or phone number are enabled.

Gift Card denomination and delivery method options.


Step 5: Review and Send


Review the recipient's communication before issuing the Gift Card. The preview helps confirm the details the recipient will receive.

Review the following information when shown:

  • Gift Card Amount
  • Custom Message
  • Expiry Date
  • Redemption Instructions
  • Artwork

Localized Communications and Previews: The supplied documentation states that supported email and SMS notifications use translated text based on the selected locale. Communication previews reflect the selected language. Review the preview before sending.

Click Send Gift Card to complete the process.

Gift Card communication preview and Send Gift Card confirmation.

Result: A Gift Card is issued to the selected contact without collecting payment through the Send flow.

The issued card appears in Gift Card Orders but not in the general Payments > Orders page because no paid transaction occurred.

How to Track Gift Card Orders

Gift Card Orders provides a central place to review cards issued through purchases and direct sends. Use it to inspect recipients, balances, delivery schedules, and statuses.

Open Gift Card Orders

Navigate to the Gift Card Orders list to find an issued card.

  1. Click Payments.

  2. Select Gift Cards.

  3. Open Gift Card Orders.

  4. Select a Gift Card Order to view its details.

The Gift Card Orders list includes sold and sent cards, along with their statuses, balances, contact information, and available filters.

Important: Payments > Orders lists paid transactions. Gift Cards sent directly without payment do not appear there. Use Gift Card Orders to review all issued cards.

Gift Card Orders list showing issued cards, statuses, balances, and available filters.


Gift Card Dashboard


The Gift Card Dashboard summarizes activity across issued Gift Cards. These metrics help you understand how many cards are issued, their total value, and which denominations are most frequently selected.

Available metrics include:

  • Total Gift Cards Issued: The number of cards sold and sent during the selected period.

  • Total Value of Gift Cards Issued: The combined value of cards issued during the selected period.

  • Average Gift Card Order Value: The average value of issued Gift Card Orders.

  • Number of Unique Customers: The number of distinct customers who purchased or received cards during the selected period.

  • Top Denominations: The most frequently issued denominations, including a Top 5 chart.

Use these metrics to review Gift Card adoption, customer behavior, and denomination preferences.

Gift Card Dashboard showing issuance, value, customer, and denomination metrics.


Gift Card Order Details Page

Open an individual Gift Card Order to review its issuance, delivery, balance, and redemption information.

The details page includes:

  • Purchaser Information: Details of the person who purchased the card, when applicable.

  • Recipient Information: Details of the person receiving the Gift Card.

  • Denomination: The issued Gift Card value.

  • Expiry Date: The expiry date inherited from the Gift Card Product.

  • Remaining Balance: The balance available for future redemption.

  • Status: Scheduled, Active, or Inactive.

  • Gift Card Number: The hidden Gift Card number, which can be viewed in the order details when permitted.

  • Delivery Information: The delivery method and scheduled delivery details.

  • Transaction Reference: The associated reference for a paid Gift Card purchase.

Gift Card Order Details page showing recipient, amount, status, balance, and delivery information.

How Customers Redeem Gift Cards

Customers can apply a valid Gift Card balance at supported checkouts. The checkout displays the amount applied, the remaining Gift Card balance, and any additional amount due when applicable.


Redeem a Gift Card at Checkout

Follow the supported checkout flow to apply the Gift Card toward an eligible purchase.

  1. Open a checkout that supports Gift Card redemption. Examples include supported Forms, Funnels, Payment Links, Invoices, Stores, Calendars, and Services V2 during appointment booking.

  2. Enter the Gift Card Code in the available Gift Card field.

  3. Apply the Gift Card.

  4. Review the displayed Gift Card information:
    • Gift Card Applied: The amount used from the Gift Card.

    • Remaining Gift Card Balance: The amount left after redemption.

    • Amount Left to Pay: The remaining checkout total when an additional payment is required.

  5. Complete any remaining payment when the checkout and payment provider support it.

Unsupported Experiences: Gift Card redemption is not documented as supported for Memberships, Donation Forms, Rentals, or Services V1.


Payment Provider Compatibility

Gift Card redemption capabilities depend on the checkout's payment provider.

  • Stripe, NMI, Authorize.net, and Square: Support the documented full and partial Gift Card redemption scenarios.

  • PayPal, Adyen, and Supported Custom Payment Providers: Redemption is limited to eligible purchases where the Gift Card balance covers the full order or invoice total and no recurring product is included.

With limited-support providers, a Gift Card cannot be used for a partial payment that requires an additional amount, or for an order or invoice containing a recurring product.

Supported checkout showing a Gift Card Code entry field.

Checkout showing Gift Card redemption details and the remaining payment amount.


Redemption Rules

The amount covered by the Gift Card and the payment provider determine whether the customer needs to pay a remaining balance.

1. Gift Card Balance Covers the Full Purchase

If the Gift Card balance covers the full total for an eligible one-time purchase, no additional payment is needed.

Checkout fully covered by Gift Card balance.


2. Additional Payment Is Required

When the Gift Card balance does not cover the full order total, a supported checkout can collect the remaining amount through another payment method.

For eligible recurring purchases, additional payment information may also be required.

Important: This behavior depends on the payment provider. The limited-support providers described above do not support the same partial-payment or recurring-product redemption scenarios.

Checkout using a Gift Card balance with an additional payment method.


3. Review Gift Card Usage in Transaction Details

Transaction details display a separate line item labeled Gift Card Balance Used. Use this information to identify the Gift Card amount applied to an eligible transaction.

Transaction details showing the Gift Card Balance Used line item.

Additional transaction detail view showing Gift Card redemption information.

Frequently Asked Questions

Q: What's the difference between Gift Card Orders and the regular Orders page?

Gift Card Orders under Payments > Gift Cards tracks issued Gift Cards, including purchased cards and cards sent without payment. The regular Payments > Orders page records paid orders.

Q: Which payment providers support Gift Card redemption?

Stripe, NMI, Authorize.net, and Square support the documented full and partial redemption scenarios.

PayPal, Adyen, and supported custom payment providers have limited redemption support. The Gift Card must cover the full order or invoice total, and the purchase must not contain a recurring product.

Q: Can I set different expiry dates for individual Gift Card Orders?

No. Gift Card Orders issued from the same Gift Card Product share the product's configured expiry date.

Q: How does inventory work with multiple denominations?

The configured inventory quantity applies separately to each denomination. For example, three denominations with a quantity of 50 provide 50 Gift Cards per denomination, or 150 Gift Cards in total.

Q: Can I restrict Gift Card redemption to specific products or variants?

Product-level and variant-level redemption restrictions are not documented as available. Gift Card redemption follows the supported checkout and payment-provider rules. Gift Cards cannot be used to purchase other Gift Cards.

Q: Can customers check their Gift Card balance without completing a purchase?

Customers can enter a Gift Card code at a supported checkout to view the available balance. The supplied documentation does not describe a separate balance-check link.

Q: Can I buy Gift Cards using another Gift Card?

No. Gift Card balances cannot be used to purchase another Gift Card Product.

Q: When does the Gift Card redemption option become available at supported checkouts?

The redemption option becomes available after the first Gift Card Order is created, regardless of that order's status. A Gift Card Product must exist before an order can be issued.

The supplied documentation does not identify a setting for disabling Gift Card redemption after it becomes available.

Q: Which checkouts support Gift Card redemption?

Supported checkout experiences include eligible Forms with Sell Products, Funnels, Payment Links, Invoices, Stores, Calendars, and Services V2 during appointment booking.

Gift Card redemption is not documented as supported for Memberships, Donation Forms, Rentals, or Services V1.

Need Help?

If a Gift Card cannot be created, sold, sent, tracked, or redeemed as expected, review the product configuration and relevant checkout details.

  • Cannot Create a Gift Card: Review the Basic Information, denominations, inventory, and available product settings.

  • Sell or Send Option Is Missing: Confirm that the Gift Card Product exists and is active.

  • Dedicated Checkout Is Unavailable: Check whether the Gift Card Product has been deactivated.

  • Gift Card Remains in Another Checkout After Deactivation: Remove the product from that checkout manually.

  • Recipient Cannot Receive a Gift Card: Confirm that the recipient has the email address or phone number needed for the selected delivery method.

  • Gift Card Is Missing from Regular Orders: Open Payments > Gift Cards > Gift Card Orders to find cards issued without payment.

  • Gift Card Cannot Be Redeemed: Review the Gift Card status, available balance, supported checkout, payment provider, and Test or Live Mode.

  • Additional Payment Is Unavailable: Confirm that the payment provider supports partial Gift Card redemption for the selected purchase.

  • Unexpected Inventory Count: Review the product's configured quantity and the number of denominations.

If the issue continues, contact support with the relevant Gift Card Product, checkout or delivery method, expected behavior, actual result, and any error messages. Avoid sharing full Gift Card codes or private payment credentials publicly.