Gift Card purchaser & recipient's names
Gift cards should include the option to attach the purchaser's name and recipient's name to the card. Some clients will buy multiple gift cards and the system doesn't allow for the client to include each person's name they're giving it to. We offer the option for reissuing lost gift cards, but it can be hard to track in system because when it's not in their name or the purchaser bought multiple cards for the same amount or on the same date. There should also be the option to include an expiration date.
Jessica Maia
shared this idea
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Brian Carey
commented
when purchasing:
- Check out under the FROM client's name
- Ability to put a "TO", like how you can for account credit.this would allow us to see To & From, Putting under who purchased it, and having in the TO client's profile
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Amy Aranda
commented
The gift card goes under the purchaser currently but if it was listed under the recipient, we could follow up to try to get the clients in the door. Old and lingering gift cards are missed opportunities and liabilities but contacting the purchaser doesn't help us get the intended client in the door. Adding the recipient and recipient contact information at time of purchase would allow us to pull a monthly report and reach out to gift card recipients to help get them scheduled for treatments.