Gift Cards

Gift cards let patients purchase a fixed monetary value that can be redeemed against treatments, packages, or other purchases at your clinic. Patients buy them through the app, and they can either keep the gift card for themselves or send it to someone else — who then receives the code by SMS. Staff can look up any card and manually redeem value against it directly from the CRM.

Where to manage gift cards: In the left-hand sidebar, click App Builder, then select the Gift Cards tab.

How gift cards work end to end

1. A patient buys a gift card through the app using a credit or debit card. They choose a preset amount or enter a custom amount (if you have enabled that option).
2. The patient either keeps the card for themselves or sends it to a recipient by entering the recipient's name and phone number.
3. If the card is for someone else, the recipient receives an SMS with the unique code and instructions on how to use it.
4. If the card is for the patient themselves, they receive a push notification confirming the card is ready.
5. The card is issued with an Active status and a balance equal to the purchased amount.
6. The recipient brings the code to the clinic. A staff member looks up the code in the CRM, enters the amount to redeem, and confirms.
7. The card balance reduces by the redeemed amount. If the full balance is used, the card status changes to Redeemed automatically.
8. Cards that are not used before their expiry date move to an Expired status and can no longer be redeemed.

Gift card value is stored on the card itself as a balance — it is not added to a patient's Beauty Bank cash wallet.

Enabling gift cards

Gift cards are disabled by default. To make them available to patients:

1. Open App Builder and click the Gift Cards tab.
2. In the Gift Card Settings card, toggle Enable gift cards to on.
3. Configure the remaining settings (preset amounts, custom amounts, expiry period).
4. Click Save settings.

Once enabled, the Gift Cards section will appear in the patient app.

What each field means

Field	Description
Enable gift cards	Master switch that shows or hides the gift card feature in the patient app. Off by default.
Preset amounts	A list of quick-select values patients can choose from when purchasing. Displayed as chips. Each preset is a positive whole number. You can add new presets by typing an amount and clicking Add amount (or pressing Enter), and remove existing ones by clicking the × on a chip. New presets are sorted in ascending order automatically. Default values are 50, 100, 200, and 500.
Allow custom amount	When on, patients can type any amount rather than being limited to the presets. When off, patients must choose from the preset list. On by default.
Minimum custom amount	The smallest amount a patient can enter when typing a custom value. Only shown when Allow custom amount is on. Default is 10.
Maximum custom amount	The largest amount a patient can enter when typing a custom value. Only shown when Allow custom amount is on. Default is 1000.
Expiry period	The number of months after purchase before a gift card expires. Accepts whole numbers from 1 to 120. Default is 12 months.

tip

You must click Save settings after making any change to this section. Changes are not saved automatically.

The Issued Gift Cards table

Below the settings card is the Issued Gift Cards table, which lists every gift card that has ever been issued for your clinic. The table has the following columns:

Column	Description
Code	The unique gift card code in the format GC-XXXXXXXX. Shown in a fixed-width font.
Recipient	The name of the person the card was issued to. For self-gift cards this shows "Self".
Amount	The original face value of the card — the amount paid at purchase. This never changes.
Balance	The remaining unspent value on the card. Starts equal to Amount and decreases with each redemption.
Status	The current state of the card. See the Statuses section below.
Purchased	The date the card was purchased by the patient.
Expires	The date after which the card can no longer be redeemed.

Click any row to open the full detail panel for that card.

Card statuses

Status	Badge colour	Meaning
Active	Green	The card has a remaining balance and is within its expiry date. It can still be redeemed.
Redeemed	Grey	The card's balance has been fully used. No further redemptions are possible.
Expired	Red	The card was not used before its expiry date. It can no longer be redeemed.

Looking up a card by code

Staff at the desk can find any card instantly using the code lookup tool, without needing to scroll through the full list.

1. In the Issued Gift Cards section, locate the Look up a gift card by code field.
2. Type or paste the card's code. The field converts input to uppercase automatically.
3. Press Enter or click Search.
4. If the card is found, a summary appears showing the code, status, recipient name, current balance, original amount, and expiry date.
5. Click View full details → to open the full detail panel for that card.

If the code does not match any card at your clinic, an error message appears beneath the search field.

Viewing gift card details

Clicking a row in the table, or clicking View full details → in the lookup result, opens the Gift Card Details panel on the right. The panel shows:

• The unique code, status badge, recipient name, phone number (if provided), and email (if provided)
• The original value and remaining balance
• The purchased date and expiry date
• A Self gift badge if the patient purchased it for themselves
• A Redeem gift card button (only visible when the card is Active and has a balance remaining)
• The full redemption history for the card

Redeeming a gift card manually

All staff roles can perform manual redemptions. A manual redemption records the staff member's ID against the transaction.

1. Open the gift card's detail panel (by clicking a row in the table or using the code lookup).
2. Check that the card status is Active and the remaining balance is sufficient to cover the amount you intend to redeem.
3. Click Redeem gift card.
4. In the input that appears, enter the amount to redeem. The maximum allowed is the remaining balance shown above the field.
5. Click Confirm redemption.

The balance updates immediately. If the balance after redemption reaches zero, the card status changes to Redeemed automatically.

warning

Manual redemptions cannot be reversed once confirmed. There is no undo function. If you enter the wrong amount, the only record will be in the redemption history for that card. Always double-check the amount before clicking Confirm redemption.

Partial redemptions

You do not need to redeem the full balance in one go. If a patient's treatment costs £80 and the card has a £100 balance, enter 80 as the redemption amount. The card will remain Active with a £20 balance for use on a future visit.

Full redemptions

If you enter the exact remaining balance (or the server caps the redemption at the remaining balance), the card status changes to Redeemed and no further redemptions can be made.

Redemption history

Every time value is redeemed from a card — whether by a staff member in the CRM or by the patient through the app — a record is added to the card's redemption history. The history is visible in the detail panel and shows:

• The amount redeemed
• The date of the redemption
• The method (Staff, App checkout, or Self gift)
• The balance before and after the redemption
• Any notes attached to the redemption

How patients purchase gift cards

When a patient opens the Gift Cards section of the app, they can:

1. Choose a preset amount by tapping one of the displayed chips, or enter a custom amount (if enabled).
2. Decide whether the card is for themselves or for someone else.
   • For themselves: Tap "Buy for myself". The card is linked to their account and they receive a push notification when it is ready.
   • For someone else: Enter the recipient's name, mobile number, and an optional personal message. The recipient receives an SMS with the code and instructions.
3. Complete payment through the standard Stripe checkout in the app.
4. After successful payment, the gift card is issued immediately with an Active status.

tip

If a patient wants to give a gift card to a friend who is not yet a patient at your clinic, the recipient can still use the code — they simply need to show it to a staff member who can look it up and redeem it manually. The recipient does not need a Glovora account to receive or use a gift card.

Gift card value is not in the patient's wallet

Gift card balances are held on the card itself, not in the patient's Beauty Bank cash wallet. This means:

• The balance does not appear on a patient's wallet screen.
• You cannot transfer gift card value to a patient's wallet.
• Redeeming a gift card only affects the card's balance, not any wallet balance the patient might have.

If a patient has both a gift card and a wallet balance, these are separate funds and need to be applied separately.

Common mistakes

Forgetting to click Save settings Changes to the settings form — including toggling gift cards on or off, adding or removing preset amounts, and updating the expiry period — are not saved until you click Save settings. If you navigate away without saving, your changes will be lost.

Redeeming more than the transaction value The system will not automatically cap the redeemed amount to the value of the transaction — it will accept any amount up to the card's remaining balance. If a patient's treatment costs £60 and you redeem £100 from a card that has £100 remaining, £40 will be lost from the card balance without being applied to anything. Always enter the amount that corresponds to the transaction or the portion of it being paid by gift card.

Expecting to reverse a manual redemption Once you click Confirm redemption, the transaction is final. There is no way to add value back to a card through the CRM. If an error is made, you will need to handle it manually outside the system (for example, by giving the patient a replacement card for the difference).

Expecting inactive gift card settings to cancel issued cards Disabling the gift card feature in settings hides the purchase option from the patient app, but it does not affect cards that have already been issued. Active cards with remaining balances will continue to work normally even after you disable the feature.

Confusing Amount and Balance in the table The Amount column shows the original purchase price — it never changes. The Balance column shows what is left. A card with Amount £100 and Balance £40 has had £60 redeemed already. When looking up whether a patient can pay for a treatment by gift card, always check the Balance, not the Amount.