Prepped Portal Tutorial – Gift Cards

How to Manage Gift Cards in Prepped’s Platform

Managing customer gift cards is a breeze with Prepped’s intuitive gift card feature. This guide will walk you through the steps to access and manage gift cards, issue store credits, and provide a smooth experience for both you and your customers.

Viewing Gift Cards

When a customer purchases a gift card, you can easily track it through the Gift Cards Page. Simply click on “View” to access the full history of the card. You’ll be able to see all the details, including:

  • Transaction History: Check both credits and debits on the card.
  • Debit Application: See which orders the debits were applied to.
  • Credit Sources: Identify the source of credits—whether the card was a gift, a self-purchased credit, or a store credit issued by you.

This comprehensive view helps you keep track of each customer’s gift card usage, ensuring transparency and smooth operations.

Issuing Store Credits

If a customer requests a refund, consider offering store credit instead. With Prepped’s gift card system, issuing a store credit is easy and beneficial:

  • Alternative to Refunds: Click on the option to issue a store credit directly from the Gift Cards Page. This gives your customer a flexible option that can be used for future purchases, encouraging repeat business.
  • Payment Processor-Friendly: Offering store credit instead of a refund helps maintain a positive relationship with your payment processor, as it avoids transaction reversals.

This approach not only benefits your business by retaining customer loyalty but also streamlines the refund process.

Simplified Management

The Gift Cards Page in Prepped is designed to be simple yet effective, offering all the tools you need to manage gift cards efficiently. Whether it’s viewing card activity or issuing store credits, everything is handled in just a few clicks.

With this feature, you can maintain a high level of customer satisfaction while promoting future purchases through easy-to-use gift cards.

Prepped Portal Knowledgebase