Managing Gift Certificates

Created by Alex Savchuk, Modified on Fri, 15 Mar 2024 at 07:07 PM by Alex Savchuk

innRoad gives you the ability to create, track, apply, and redeem gift certificates. The first step to get started is to create the Gift Certificate for tracking.

Creating a Gift Certificate for Tracking

Step 1: Click into the Accounts module at the top of the screen
Step 2: Click on the New Account button shown below which will open to new Accounts window.

Step 3: Choose Account Type Gift Certificate

Step 4: Create one Gift Certificate Account with name Gift Certificate Account and then click Save

Step 5: Click into the Folio tab and then click on the Add button

Step 6: Enter the following details:

The applicable property the gift certificate is for
Choose Gift Certificate as the Category
The Description is automatic
Quantity of gift certificates
Amount (price) of the Gift Certificate
Click on the (... ) for Gift Certificate Details

Step 7: Click Commit

*Please note that when you would like to enter in your next gift certificate, we recommend you use the same Gift Certificate Account and start by clicking the Add button again

Step 8: Select Save or Save and Close

To Track Gift Certificates for an Account/reservation Using innRoad

Account is required to Track Gift Certificate Sales/ Redemptions. This setup can be done at the property level.
To set this option, follow these steps:

Step 1: Click into Setup at the top of the screen

Step 2: Click into Properties then Select the applicable property

Step 3: Click on the Options tab. In the section called Operations, tick the box next to the option Track GC sales/redemption

Step4: Click on Save or Done

To Apply Gift Certificate for a Reservation and/or Redeem Gift Certificates Using innRoad

When a guest with a reservation arrives at your property or when a guest is departing from your property check the reservation and update you records accordingly. If the Guest wants to pay using GC and/or redeem their GC, locate the reservation using the steps provided in the guide" Locating a Reservation".

Step 1: Once you've located the reservation, click into the Folio tab and click Pay

Step 2: The Payment Details window will pop up. Select Gift Certificate as the Payment Method

Step 3: Choose or search for the gift certificate and click Select

Step 4: Choose the gift certificate as the payment method

Step 5: Select Add and then Continue

Step 6: Process all payments, so that the Ending Balance of the folio reads $0.00
Depending on your property settings, the system may not allow a reservation to be checked out with a non-zero Ending Balance.