Selling a Prepaid Card

A prepaid card is used as an alternative to cash payments. A guest can purchase a prepaid card at your center by paying a specific amount in advance. The guest can later use the amount on the card to pay for services or other items such as products, memberships, and packages. Thus, enabling cashless transactions each time the guest makes a payment.

This article provides instructions on selling a prepaid card from the Point of Sale (POS). It is especially useful for front desk employees who want to quickly sell a prepaid card from the POS.

To sell a prepaid card from the POS:

  1. Navigate to the appointment book and click the Launch POS icon .
    The POS window opens.
  2. In the guest details section at the top of the POS, enter either the mobile number, email address, first name, or last name of the guest, and select a matching record from the list of suggestions.
    If the guest record does not exist in the system, then create a new guest record. Read: Point of Sale Reference.
  3. In the lower left pane of the POS screen, click the Prepaid Card tab.
  4. Complete the fields as described in the following table.
    Field Description
    Card #

    Depending on the organization level settings, this field may auto-populate the prepaid card number.
    If the field is blank, enter the card number manually.

    The card number is typically a code associated with the prepaid card. The user can use this code to redeem the card, check the balance, expiry date, and other prepaid card details.
    Price Enter the prepaid card price.
    Price is the amount for which the guest purchases the prepaid card.
    Example:
    If a guest wants to purchase a prepaid card worth $100, then enter 100 in the Price field.
    Value

    Click the field; it automatically displays the same value as the price.

    If you want to edit the amount to provide a higher redemption value, replace the value.

    Value is the total worth of a prepaid card, which includes the extra amount that the organization adds to the card in addition to the Price.
    Example:
    A guest pays $200 (price) for a prepaid card, but the total value of the card issued is $250. This implies that the guest can later redeem the card for $250 worth of purchases.

    To be able to enter a higher value amount:

    • Your organization must allow the sale of prepaid cards with different price and value. Read: Setting up Prepaid Cards.
    • You may need to provide authentication based on your organization settings.
    Sale by Select the name of the employee who sold the card.
    Notes Enter helpful notes related to the card.
    These notes appear in the Prepaid Cards tab of the guest's profile.
    Expiry Date Click the calendar icon and select an expiry date for the card.
    Note: If you specify an expiry date, do not specify anything in the Expiry Days field below.
    Expiry Days Enter the number of days from the current date after which the card expires.
    Note: If you specify the number of days in this field, do not specify a date in the Expiry Date field above.
    One time use Select this field to allow only a one-time redemption of the prepaid card.
    Any balance remaining in the card after the first use, expires automatically.
  5. Click Add Prepaid Card.
    The prepaid card is added to the invoice.
  6. Collect payment and close the invoice.
Have more questions? Submit a request

Comments

Powered by Zendesk