Office - POS Gift Cards
Overview
System generated Gift Cards can be issued and redeemed using the Office System. In addition, the Office system can populate various Gift Card Types depending on the Club’s operations. In this manual, we will discuss how to set up, issue, redeem, and handle expiration of Gift Cards. The Office System can be utilized for manually entered paper/ plastic Gift Cards, or plastic Gift Cards with a mag stripe. Use Case
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Plastic Gift Cards
When using plastic Gift Cards with a mag stripe, please ensure the cards already have a number populated on their mag stripe. When issuing, or redeeming Gift Cards, the number on the mag stripe is needed to associate the Gift Card with the Clubessential database.
Furthermore, in order to read the number on the plastic Gift Cards, the club will also need to use an UN-ENCRYPTED swiper. Regular Credit Card swipers from ETS or Openedge will NOT suffice in this situation; these are ENCRYPTED readers.
Recommended Vendor
Many of our clients have had success purchasing their mag stripe Gift Cards through the Custom Plastic Card Company. Contact information for the Custom Plastic Card Company is below:
Custom Plastic Card Company
1801 Green Road
Pompano Beach, Fl 33064
Gift Card Settings
If using manually entered paper/ plastic Gift Cards, automatic Gift Card Numbers can be assigned to Gift Cards as they are sold within the Office System. (Note: This setting would not be used if the club is using plastic Gift Cards with a mag stripe.)
To configure the system to automatically assign Gift Card Numbers,
1) Navigate to System across the top toolbar and select System Settings.
2) Select Point of Sale on the left pane and navigate to the Gift Card Settings section.
- Check Auto Number. When checked, the system will automatically assign Gift Card Numbers.
- Enter an Auto Number Seed - This is the first Gift Card Number to assign.
Set Up Gift Cards
In this section, we will review the various procedures needed to set up Gift Cards. This will need to be done regardless of whether the club is using manually entered Gift Cards, or Plastic Gift Cards with a mag stripe.
Gift Card POS Item
A POS Item flagged as ‘Ask for Price’ must be created to be associated with the Gift Card Type (explained in next section). When this Item is selected in either the Member Charge Wizard or the POS, a prompt will display asking for the Gift Card information. Please be sure to link this Item to the correct GL account for accounting purposes (please see our Clubessential Items Manual for more information on creating items).
Gift Card Type
After the POS Item is created, the next step is to set up the Gift Card Type. The Gift Card Type determines the POS Item that will populate the Gift Card information prompt, an expiration value, and the Areas the Gift Cards can be redeemed.
To set up a Gift Card Type,
1) Navigate to Membership across the top toolbar and select Gift Card Types.
2) The Gift Card Types Grid will launch.
3) Perform either of the following to launch the Gift Card Type setup screen:
- Click the New icon on the toolbar.
- Right-click anywhere on the Gift Card Types Grid and select New.
4) The Gift Card Type Setup screen will launch.
5) Please enter all appropriate information listed below:
Enter the Name of the Gift Card Type.
Select the POS Item created in the previous section.
Enter an Expiration Value.
Select the Areas the Gift Cards will be redeemable.
Note: To remove an Area, highlight the Area in question from the Selected Areas list and select Remove Selected.
6) Select Save & Close.
Once the Gift Card Type has been added, you can issue the Gift Cards.
Issuing Gift Cards
Gift Cards can be issued through the Member Charge Wizard or the POS.
Member Charge Wizard
Gift Cards can be issued in bulk through the Member Charge Wizard. In this example we have 6 gift cards at 3 different values.
1) In the Member Charge Wizard enter the Member (Member purchasing the Gift Card), Area, the Gift Card Item (POS Item selected in the Gift Card Type), QTY (Number of Gift Cards to be issued), and the Price (Amount to be issued to the Gift Card). Enter the next line as applicable. Select Finish when each line item has been entered.
2) Once Finish is selected, an additional option at the bottom of the screen labeled Gift Card Entry will populate.
3) Depending on your setup, the system will auto-assign the Track and Gift Card Number or you can enter the first number and the system will assign the next sequential numbers. If using plastic Gift Cards with a mag stripe, toggle the mouse in the Track field and swipe the card. The code that is on the mag stripe will then populate into the Track field associating that card with the Gift Card in the Clubessential database. Repeat the same process to populate the code on the mag stripe into the Card Number field.
- If Issued To is checked, it will let you manually enter a guest or event description.
- If Member is checked, it will allow you to search for a member to issue the Gift Card to.
Enter the Expiration Date (will default to the expiration value set in the Gift Card Type) or Never Expires. Enter a Description. Lastly, select Next to move to the next Gift Card.
4) Continue entering all Gift Cards. When the final Gift Card is entered, select Finish.
5) Post the Batch.
Auto-Finish
If you are entering multiple Gift Cards and they will be issued to the same event (i.e. - Golf Tournament Prize) or Member, the Auto-Finish feature may be utilized. Please note that if using plastic Gift Cards with a mag stripe, the Auto-Finish feature cannot be utilized.
1) Once all information has been entered on the first Gift Card select Auto-Finish. This will automatically assign a number to the remaining Gift Cards with the identical information entered.
2) Select Yes on the confirmation prompt.
3) Post the Batch as normal.
Notes:
Keep in mind that all information is searchable in POS so the more description, the easier to find a gift card.
Follow the same steps for a single Gift Card except when done entering all the information, click Finish.
If the Gift Card Entry option does not appear make sure you have the proper Item selected in the Gift Card Type.
Classic POS
Gift Cards can also be entered in bulk through the Classic POS.
1) In the POS Order Screen select the Gift Card Item. Because the Gift Card Item is flagged as Ask for Price, the system will prompt the user to enter a price for the Gift Card (this will be the amount issued to the Gift Card).
2) If more than one Gift Card will be issued at the same amount, select the Change QTY button and apply the appropriate quantity. Continue with all the Gift Card denominations; in this example 6 Gift Cards at 3 different amounts (25, 50, and 100) were issued.
Settle the ticket using Close Ticket or one of the Quick settlement options; once the ticket is settled, this will bring up the New Gift Card box.
Note: If the New Gift Card Box option does not appear make sure you have the proper Item selected in the Gift Card Type.
3) Depending on your setup, the system will auto assign the Track and Gift Card Number or you can enter the first number and the system will assign the next sequential numbers. If using plastic Gift Cards with a mag stripe, toggle the mouse in the Track field and swipe the card. The code that is on the mag stripe will then populate into the Track field associating that card with the Gift Card in the Clubessential database. Repeat the same process to populate the code on the mag stripe into the Card Number field.
- If the Gift Cards will be issued to a guest or event, simply type the appropriate information in the Issued To field. If the Gift Cards will be issued to a member, select Member Lookup and choose the appropriate member. Enter a Description for the Gift Card. The Expiration Date will be based on what was applied in the Gift Card Type.
Lastly, select OK to move to the next Gift Card.
Auto-Finish
If you are entering multiple Gift Cards and they will be issued to the same event or member, the Auto-Finish feature may be utilized. Please note that if using plastic Gift Cards with a mag stripe the Auto-Finish feature cannot be utilized.
1) Once all information has been entered on the first Gift Card select Auto-Finish. This will automatically assign a number to the remaining Gift Cards with the identical information entered.
Mobile POS
Gift Cards can also be entered in bulk through the Mobile POS.
1) From the POS Order Screen, select the Gift Card Item to be added to the ticket. Because the Gift Card Item is flagged as Ask for Price, the system will prompt the user to enter a price for the Gift Card (this will be the amount issued to the Gift Card).
2) If more than one Gift Card will be issued at the same amount, click on Gift Card Item after adding it to the ticket and then select Change Quantity. Enter the appropriate quantity. Continue with all the Gift Card denominations; in this example 9 Gift Cards at 3 different amounts we issued. (5 Gift Certificates at $100.00, 3 Gift Certificates at $75.00, and 1 Gift Certificate at $50.00).
Settle the ticket. (Note: You cannot Quick Settle a ticket that includes Gift Cards.)
Once the ticket is settled, the New Gift Card box will appear.
Note: If the New Gift Card Box option does not appear make sure you have the proper Item selected in the Gift Card Type.
3) Depending on your setup, the system will auto assign the Track and Gift Card Number or you can enter the first number and the system will assign the next sequential numbers. If using plastic Gift Cards with a mag stripe, place the mouse in the Track field and swipe the card. The code that is on the mag stripe will then populate into the Track field associating that card with the Gift Card in the Clubessential database. Repeat the same process to populate the code on the mag stripe into the Card Number field.
If the Gift Cards will be issued to a guest or event, simply type the appropriate information in the Issued To field.
If the Gift Cards will be issued to a member, select Member Lookup and choose the appropriate member.
Enter a Description for the Gift Card. The Expiration Date will be based on what was applied in the Gift Card Type.
Select OK to move to the next Gift Card.
Auto-Finish
If you are entering multiple Gift Cards and they will be issued to the same event or member, the Auto-Finish feature may be utilized. Please note that if using plastic Gift Cards with a mag stripe the Auto-Finish feature cannot be utilized.
Once all information has been entered on the first Gift Card select Auto-Finish. This will automatically assign a number to the remaining Gift Cards with the identical information entered.
Reassign Gift Cards
Classic POS
1) From the main POS screen, click or touch the button Gift Card Balance.
2) Use the Assigned To, Card Number, or Description field to narrow down your search. Highlight the Gift Card to edit and click Details.
3) A box with the Gift Card details will display; if you want to reassign the Gift Card to a Member, click or touch Change Member and search for the member. If this is not a member, click or touch Non Member and manually enter the name. Click or touch OK when finished.
Note: The ability to reassign is controlled by the Employee Security Role, Edit Gift Card Name after Issuance.
Mobile POS
1) From the main POS screen, click to open the Flyout Menu and then select Gift Card Balance.
2) Use the Search option to narrow down the list of Gift Cards. Click on the Gift Card to be reassigned. This will open up the Gift Card Details.
3) To reassign the Gift Card to a member, select Change Member.
a) Search/select the member that should be assigned the Gift Card from the Member List.
b) Validate that the Gift Card has been reassigned to the correct member. Click Close to complete the reassignment.
4) To reassign a Gift Card to a Guest, select Assign to Guest.
a) Manually enter the name of the guest that the Gift Card is being reassigned to. Click Save to return to the Gift Card Details screen.
b) Validate that the Gift Card has been reassigned to the correct guest. Click Close to complete the reassignment.
Note: The ability to reassign is controlled by the Employee Security Role, Edit Gift Card Name after Issuance.
Redeem Gift Cards
Classic POS
Gift Cards are redeemable at any Area that is selected within the Gift Card Type.
Note: If a Gift Card does not show in a certain Area, the Gift Card Type is most likely not configured to show in that Area.
To redeem Gift Cards,
1) Create a transaction and select a member as normal.
2) Select the item(s) and choose Close Ticket when ready to complete the transaction.
3) Select the Gift Card Settlement Type (If one does not exist please see our Creating a POS Settlement Button manual for more information).
4) The Gift Card Entry screen will load.
- If using plastic Gift Cards with a mag stripe, toggle the mouse in the Track field and swipe the card.
- If using manually entered paper/plastic Gift Cards, use the Assigned To, Card Number, or Description field to narrow down your search. Highlight the Gift Card and select OK.
5) Enter the amount of the Gift Card to apply toward the ticket. The system will automatically enter the maximum amount of the Gift Card that can be redeemed on the ticket. In this example, the ticket has a total of $36.42 and we selected a $100 Gift Card. By default, the system will enter $36.42 as the amount to apply toward the ticket because the Gift Card has a balance larger than the ticket total. Click OK when finished.
6) The Gift Card settlement will now show in the Payment field. Select OK/ Print and Done to close the ticket.
Multi-Settlement
In some cases, a member or guest will want to pay a portion of a ticket with a Gift Card and the other portion with another Settlement Type.
In this example, the member has a $33.21 ticket and will be paying $25.00 with a Gift Card and the remaining $8.21 in Cash.
1) Select the Gift Card Settlement Type, highlight or swipe the $25.00 Gift Card, and click OK.
2) The system will then by default, apply the maximum amount redeemable by the Gift Card to the Gift Card Amount prompt. Click OK.
3) The Gift Card payment will then be visible in the Payments section.
4) Select the Cash Settlement Type.
5) The remaining balance on the ticket will be settled to Cash.
6) Select OK/ Print and Done to close the ticket.
Mobile POS
Gift Cards are redeemable at any Area that is selected within the Gift Card Type.
Note: If a Gift Card does not show in a certain Area, the Gift Card Type is most likely not configured to show in that Area.
To redeem Gift Cards,
1) Create a transaction and select a member as normal.
2) Select the item(s) and choose Pay when ready to complete the transaction.
3) Select the Gift Card Settlement Type.
4) The Gift Card Selection screen will load.
a) If using plastic Gift Cards with a mag stripe, swipe the card.
b) If using manually entered paper/plastic Gift Cards, use the Search field to narrow down the list of Gift Cards. Click on the Gift Card to be used.
5) Enter the amount of the Gift Card to apply to the ticket. The system will automatically default the Gift Card Amount to the maximum redeemable amount per the ticket total. In this example, the ticket total is $93.00 and the Gift Card is $100.00, so the maximum redeemable amount for this Gift Card is $93.00. If the ticket total was $100.00 or more, then the maximum redeemable amount for this Gift Card would have been $100.00. Click OK when finished.
6) The Gift Card settlement will now show in the Payment field. Select Done to close the ticket.
Multi-Settlement
In some cases, a member or guest will want to pay a portion of a ticket with a Gift Card and the other portion with another Settlement Type.
In this example, the member has a $115.00 ticket and will be paying $100.00 with a Gift Card and the remaining $15.00 in Cash.
1) Select the Gift Card Settlement Type. From the Gift Card Selection screen, either swipe the card (if using a mag strip) or Search/Select the card (if using a manually entered card).
2) The system will then by default, apply the maximum amount redeemable by the Gift Card to the Gift Card Amount prompt. Click Save.
3) The Gift Card payment will then be visible in the Payments section. Next, select the Cash Settlement Type.
4) Enter the remaining balance on the ticket that will be settled in Cash. Click Save.
6) The remaining balance will be settled to Cash. Click Done to close the ticket.
Gift Card Expiration Wizard
The Gift Card Expiration Wizard allows the user to edit the Expiration Date and reduce the Remaining Balance of existing Gift Cards.
Note: Gift Card Balances cannot be increased using this tool.
To access the Gift Card Expiration Wizard,
1) Navigate to the Membership module on the left user menu and select Gift Card Expiration.
2) The Gift Card Expiration Wizard will launch.
As Of Date and Type
1) Expired As Of: enter the date the Gift Card was originally set to expire. All Gift Cards with an Expiration Date on or before the date entered will be listed on the following screen.
2) Or Items w/o expiration date: if you want to edit Gift Cards that were not originally set up with an expiration date, check this box.
3) Type: select the appropriate Gift Card Type by clicking the lookup icon. You can only select one type at a time.
Change the Expiration Date
1) Change the Expiration Date: select this field if you wish to decrease, extend, or expire the Gift Card. The system will list all Gift Cards on or before the As of Date selected in the previous step.
2) Automatically adjust all expired: select this field and enter the appropriate date if you want the system to adjust ALL Gift Cards that meet the As Of Date entered.
Note: Do not choose this option if the cards you want to maintain require different expiration dates.
3) Next: to move to the next screen.
4) Enter the New Expiration Date in the New Expiration Date column. Select Finish.
Note: if you checked “Automatically adjust all expired” the date you entered will be the same for all Gift Cards. At this point you can still change the date to something different.
Reduce Remaining Balance
To reduce the Remaining Balance of an existing Gift Card (balance cannot be increased),
1) Check Reduce Remaining: put a check to reduce all or a portion of the amount.
2) Using Payment Type: click the down arrow and select the Gift Card Settlement Type. The settlement type selected here should be the same as the Gift Card Settlement Type selected at the POS.
3) Automatically reduce all expired: if checked, ALL Gift Cards that meet the As of Date will be reduced to zero. For Example; if all Gift Cards expire at the end of the year use this option.
Note: You can change the amount to expire if there are cards you do not wish to reduce to zero.
4) Item: item to use for the credit (see your accountant if you are not sure). This is the unused portion of the Gift Card.
5) Next: to move to the next screen.
6) Enter the Expire Amount: this is the amount you want to reduce from the remaining balance of the Gift Card. Example: if the remaining is $50 and you want the new remaining to be $30 then you would enter $20 in the Expire Amount column. Select Finish when complete.
Note: if you checked “Automatically reduce all expired” all Gift Cards will be reduced to zero by their remaining amount.
7) Post the batch.
View Gift Cards in Manage Members
A Member’s Gift Card history and balance can be viewed within the Member’s profile. Please note that if a Gift Card is issued to a Member, the card will show on the account the Gift Card was issued to. However, if a Gift Card is issued to a guest or an event, the Gift Card will show on the Member’s account who purchased the Gift Card.
To view a Gift Card on an account,
1) Navigate to the Membership module and select Manage Members.
2) Select the Gift Cards tab from left pane.
The Gift Card’s Description, Transaction Date, Issued Amount, Unapplied Amount (Remaining Balance), and Expiration Date are available.
Gift Card Reports
There are several reporting options for Gift Cards available in Interactive Reports.
Navigate to Interactive Reports and expand Membership.
Gift Card Transactions Report
This report details the Gift Card Transactions for a certain time period and allows the user to filter by Detail Level, Gift Card Type, Gift Card Number, and Member.
Outstanding Gift Cards
This report details the Outstanding Gift Cards and can be filtered on Gift Card Type.
Best Practices
We would recommend that your Club establish a Gift Card policy, and ensure Members are aware of the policy. Covering items such as spouse/family usage of gift cards, expiration practices, and re-assignment of gift cards will help ensure your Club’s gift card program is a success!
To sell a gift card to a Non-member, follow the steps to issue a gift card but instead of applying the card to a member account, choose the Guest Member account that your club has set up. In the description field, enter the name of the non-member so that when the guest returns, you can utilize the Gift Card lookup to search and apply the non-member’s balance to their transaction.
FAQs
Q: Can a Family Member use another Family Member’s gift card?
A: It is possible to allow a spouse/family member to utilize a gift card. Ensure Member’s profile is updated to reflect this.
Q: What if someone loses their Gift Card?
A: A record of the Member’s purchase is maintained in the system. In the event a gift card is lost/stolen, have your Member contact your Club to ensure the originally issued card is expired, and a new card can be issued.
Q: What magnetic stripe coercivity is required for the software?
A: our software will work with both however we recommend the lo-coercivity.
Difference between the two - Hi-co is typically recommended for cards that are used continuously (membership cards). Lo-co is typically used for cards with minimal swipes (gift cards).
Q: What track or tracks should be used to encode the data?
A: Track 1 is recommended for our software (however 1, 2, or 3 will work).
Q: Are there any specific characters or number of characters necessary to be used in the encoded data?
A: There are no special characters or schematic for our software.