Coupon and Gift Card Rules

Video Walkthrough

What This Page Covers

Clarifies status definitions, disable vs expire, and post-redemption tracking for coupons and gift cards to avoid write-offs caused by front-desk mistakes.

Roles and Estimated Time

• Roles: owner / front desk / shift lead
• Time: 3-10 minutes

Entry

Home -> Coupons / Gift Cards

Before You Start

• Confirm the current salon and account role.
• Confirm your team uses the same status definitions.
• Prepare one real coupon and one real gift card for verification.

Steps

1. In Issued Coupons or Gift Card Management, locate the target card and confirm current status and expiry date.
2. Treat coupon statuses as: Active (usable), Used (already redeemed), Expired (past validity), Disabled (manually blocked).
3. Treat gift card statuses as: Active (redeemable), Depleted (balance/items exhausted), Expired (past validity), Disabled (manually blocked/voided).
4. Before redemption, verify customer identity, amount/items, and available balance; then redeem from Coupon Details / Gift Card Details.
5. Immediately reopen detail and confirm history changed. For gift cards, verify Current Balance or remaining items updated after redemption.

Acceptance Checklist

• Team uses the same meaning for Active / Used / Expired / Disabled and Depleted.
• Gift card redemption updates both balance/items and transaction history.
• Manual disable/void actions include clear reason notes for audit.

Key Notes

• Use Expired only for natural validity end; use Disabled for manual risk control.
• If stock-linked gift card redemption fails, confirm rollback before retrying.

FAQ

Action succeeded but list does not update.

Refresh detail first, then the list. Recheck salon scope and network submission status.

Result differs from expectation.

Check whether the card was manually disabled/voided, expired by validity rules, or already fully redeemed (Used / Depleted).