Introduction
There are many Voucher types you can configure to attract your club members and guests. In this article, the configuration of a Predefined Voucher type will be described. This type of Voucher is sold on POSweb and after the purchase, it can be activated on POSweb and Client Portal.
This Voucher will be used for the Gift Cards marketing campaign and will assign 200 EUR to the member profile. During the voucher purchase buyer can provide their own code which will be then assigned to the discount. With this code, the amount will be added to the new member, as well as a current member profile. This amount can be spent on Products or Payment plans available in the system.
• This article will help you set up a Voucher with a Predefined type.
• This article will be helpful to PG Champion, Club Manager, Sales and Marketing Manager, Administrator and Club Owner.
Before you start
Read this article to understand the definition of the Voucher type and Voucher code.
We recommend creating a new Product Category – Gift Card, especially for this Voucher. This category will be visible during sales for your employees. Here you can find the instruction on How to create an additional section in the Panel?
Instruction
STEP 1
Create a Predefined Voucher type
1. Go to the PGM ->Marketing -> Client acquisition -> Voucher types
2. Click on the Add new type button.
3. Fill in the following information:
Add new type
- Name - enter the Voucher name, i.e. Gift card 200 EUR
- Description - enter the description of the Voucher.
Restrictions
- Voucher sell type - select Predefined
Period of sale vouchers
- Start date / End date - enter the dates from the calendar.
It means that the Voucher can be sold on POSweb only during the selected period. Beyond this period the POSweb button becomes grey, like in the case of out-of-stock Products.
The period of activation voucher
- Activation start date / Activation end date - choose the dates from the calendar.
It means that the Voucher can be activated only during the selected period.
Can be used in club
- Available in all clubs - by default, this checkbox is ticked. If you want to change the availability, untick this checkbox and tick a club of your choice.
Can be used by - we recommend ticking these options:
- New members - choose this option if you want to create a Voucher for the people who want to join your club. They will be able to receive or purchase the Voucher while joining the club.
- Reactivated members - choose this option if you want to create a Voucher for members whose contract ended and who want to rejoin the club, or for members with an active contract which date is about to expire soon.
- Guests - choose this option if you want to create a Voucher for Guests.
Benefits
- Prepaid - tick this checkbox.
- Enter the amount that will be added to the member profile. In this case, it's 200 EUR
4. Click on the Save button.
STEP 2
Create a product related to the predefined voucher type
1. Go to PGM -> POS Management -> Products
2. Click Add new product
3. Fill in the following information:
Name - Create a name for the product, this must be unique. The maximum length of characters in this field is 200 characters.
Category - The product can be added into a product category, this will allow similar products to be grouped together. To add a new category go to PGM->Sale->Product Categories. More information can be found here.
Sell price - enter the price of the product. In this case, it's 200.
VAT - Select the VAT rate from the predefined list
Clubs - This setting will restrict the products sold to selected clubs only. Click All clubs if you want to make the product available in each of your clubs.
Type - select Service
Service Type - click Voucher and prom the predefined list select the Voucher type created in the previous step - Gift card - 200 EUR.
4. Click on the Insert button.
STEP 3
Add product button to POSweb
1. Go to the PGM -> Clubs -> Clubs -> List of clubs.
2. Click on the three dots icon on the right side, to add the button on POSweb.
3. In the row of a relevant club, select Panels.
4. Click on the POS button - letter P icon.
5. Click the P icon on the right side, next to the chosen product category.
6. Click on an empty space on the button panel and further options will show up on the right side.
7. Select the Product - Gift Card - 200 EUR from the list.
8. Select the colour for the button.
9. Click on the Save button.
STEP 4
How to sell voucher with the Predefined voucher type on POSweb?
1. Go to the POSweb.
2. Select the Category. In this case, click GiftCard.
3. Select the Product - Gift Card - 200 EUR.
4. Add a unique voucher code provided by the client.
5. Click Add.
6. Process the payment. In this case, click Cash.
STEP 5
Add voucher to the member profile.
1. Go to the POSweb.
2. Search for the member you want to add the Voucher to.
3. Click Check voucher.
3. Add the voucher code from the Gift Card.
4. Click Check.
5. Click Assign to the current club member.
If you want to add the Voucher to a new member, click Assign to a new club member and create the profile.
Hints
You can generate random voucher codes and print it on the Gift Card.