- Go to Sell, then Gift Certificates
- Click New Gift Certificate, at top right
- Optionally, switch to the Templates tab (in the top right) to customize the design
- On the Setting tab, enter a To, From, and (optionally) Message to Recipient
- Select Is certificate for an amount or service?, then enter an Amount or Service
- Select the How is the client paying? and Payment date options
- When done, click Save & Pay
Notes
- Gift certificate sales are available on the Standard and Premium plans
- You can use the Add discount? toggle if you want to add a discount
- You can customize the Certificate number, which is useful when you have an external gift certificate you want to log in ClinicSense
Video guide
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