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Working with Online Gift Cards

  1. Gift Cards
  2. Working with Online Gift Cards

    3. 13 min read

This feature is available for Jane Payments users in 🇨🇦 Canada and 🇺🇸 the US. If you’re not signed up yet, you can learn more about Jane Payments and get all set up when you’re ready!

A quick note: When we first released this feature, it included a downloadable gift card template for your clients. We heard it wasn’t providing the experience we hoped it would, so we removed it. If you have ideas for your ideal Online Gift Card experience, we’d love to hear them.

We do have a customizable template that you can use and share with your clients if you like, though it’s completely optional. You can find the template here. Please note, the template is in Canva, which requires a free account to edit it.

This guide covers gift cards that clients can purchase online. If you’re curious about gift cards that clients can purchase administratively while at your clinic, our Gift Card Overview guide is a great place to start.

Did you know that the gift cards you know and love can now be purchased by clients online? Whether they want to treat themselves or a loved one, they can purchase a gift card and receive a code to share with the lucky gift recipient. 📩

This feature is the first step for our online gift cards, and is a great way for smaller clinics that don’t have a third-party gift card system to attract new clients through gift-giving, and have a little extra income, too!

If you’d like a refresher on how our gift cards work, you can read the overview here.

Let’s get started!

Setting up Online Gift Cards

Setting up Online Gift Cards couldn’t be simpler. We’ll head to Settings on the top bar of Jane and select Billing Settings on the left menu:

In the Gift Cards section, we have three settings to look at.

  1. The first checkbox simply enables Gift Cards for your Jane account (to be sold administratively).
  2. The second checkbox allows clients to purchase gift cards online. If your clinic doesn’t offer online booking, your clients will still be able to purchase gift cards with this setting enabled.
  3. The third setting is the maximum amount that can be loaded onto a gift card. The default maximum is $200, but you can customize it. Please note, there is a mandatory $10 minimum for gift cards.

Once you’ve checked off boxes one and two, and you’re happy with the maximum gift card amount, you can click Save Billing Information at the bottom of the screen.

We’re finished setting up! 🎉

Adding a link to your website

If you want to get fancy, you can embed the link to purchase gift cards on your own website.

First, you can head to your own online booking site by clicking on your name in the top right corner of Jane and selecting Online Booking Site.

Next, we’ll select any location (if you have more than one) and click the Buy Gift Card button to the left, then click Sign In To Buy Gift Card.

Once you’re signed in, you should come to this screen:

You can copy the URL from this page and add it to your website. This will make it even faster for clients to get to the good stuff.

Fantastic! Let’s take a look at the client’s experience of purchasing a gift card online.

Client experience: Purchasing a gift card

When a client visits your online booking site, they’ll see a Buy Gift Card button to the left of the page.

Please note, if you have more than one location listed on your online booking site, the client will need to choose a location before they see the button. This is just part of our site design, but clients will still be able to redeem their gift card at any of your clinic locations.

Once your client clicks the Buy Gift Card button, they’ll see the message below and they can click Sign In To Buy Gift Card.

The client will be prompted to sign in or create an account to proceed. Once they are logged in, they’ll come to the page below, where they can choose how much money they’d like to load their gift card with.

On the right, they can view a price list of all your shared treatments or services that are listed on your online booking site. If your services don’t include tax in the price listed online, then clients will see the service subtotal. This gives them an idea of how much to load the card with in order to gift someone a specific service.

Once they’ve chosen the amount to load, your clients can specify their preferred payment method. They can choose between any saved cards they’ve got on file, or they can add a new credit card before clicking the Create Gift Card button.

Now the client can copy the redemption code and send it to their loved one or use it for themselves.

FAQ

Can anyone purchase a gift card without an account?

Very good question. As a security measure, customers must create an account (if they don’t already have one) prior to purchasing a gift card. This also means that if they lose track of the code for their gift card, they can log into their account to find it.

How does the gift card recipient get their code?

The person who purchases the gift card will need to send the code to the lucky gift recipient manually. The purchaser will see the code on the Gift Card Purchased screen after they purchase the gift card:

They can also see a list of all the gift cards they’ve purchased online, along with the codes, from their My Account page by clicking on Gift Cards on the menu to the left:

Jane tip: Gift cards purchased administratively will not show up in a client’s My Account area.

How can clients redeem online gift cards?

Clients can redeem online gift cards the same way as gift cards purchased administratively. Check out this guide on Redeeming a Gift Card for step-by-step instructions. 🙂

Can clients redeem gift cards online?

The gift card can’t be redeemed online through Jane Payments, but the recipient can redeem their gift card by providing the code they received to the clinic.

Where can clients see which gift cards they’ve purchased?

Clients can see gift cards they’ve purchased on their My Account page by selecting Gift Cards on the menu to the left. They can also find the gift card redemption codes here too.

Jane tip: Gift cards purchased administratively will not show up in a client’s My Account area.

Can staff see a client’s gift card code from the admin side of Jane?

Yes, staff can view the gift cards and redemption codes that a client has purchased from their Billing tab under Gift Cards:

What payment methods are accepted to purchase gift cards?

Because gift cards purchased online must be done through the Jane Payments integration, clients can pay by credit card. For online transactions, Jane Payments accepts Amex, Visa, Visa Debit, Mastercard, Debit Mastercard, Discover, Diner Club, and UnionPay.

My clinic has multiple Jane Payments accounts. Which one does the gift card sale get paid out to?

Excellent question! When a gift card is purchased, that money is deposited into the primary Jane Payments Account. The primary account is the one that was added to your Jane Account first. When you head to Settings on the top bar of Jane and select Jane Payments on the left menu, you’ll see a list of your different Jane Payments accounts. The first one listed is the primary.

If your clinic has multiple Jane Payments Accounts and you’d like to use our Online Gift Card feature, then let me show you how you can track those gift card sales so that you can manually compensate a practitioner if needed.

To view gift card sales, you’ll want to click on the Reports button on the top bar of Jane, scroll down to Billing, and select Gift Cards:

This report will show us gift cards that have been purchased administratively and online. If we’re only concerned with tracking online gift card sales, we want to look for any gift cards with the following format: JOHN_SMITH_123_12345. All gift cards purchased online will have that same format.

In the example below, the card on top was bought online, and the card on the bottom was bought administratively:

Great question! You’re right that solo practitioners don’t have the menu on the left of their online booking site, so what we recommend is using the Notice/Message on Online Booking Pages to direct clients to your gift card link.

First, you can head to your own online booking site by clicking on your name in the top right corner of Jane and selecting My Account:

Next, we’ll select Gift Cards from the menu on the left:

Then we’ll click the Buy Gift Card button over on the right:

This should bring us to the screen below:

Next, you’ll copy the URL from this page. Please note, the example below is for our demo site, so yours will look a little different.

Once you’ve copied the URL, you’ll hop back to the admin side of Jane by clicking the Jane logo in the upper right corner of the page:

Now you’ll head to Settings on the top bar of Jane, and select Language from the menu to the left:

We’ll scroll down this page until we come to Notice/Message on Online Booking Pages. We’ll give it a click:

Now we can add the language we’d like to link with the following format:

text for link in square brackets

Here’s an example from the Demo site:

You’ll notice that in the live preview area, the text is now blue to show that it is hyperlinked.

Here’s what this looks like when clients visit your online booking site:

Can a gift card be reloaded online?

Not at this time, though gift cards can be reloaded administratively for a client.

Additional Resources

Ideas and Feedback

We want to continue to build this feature with your help! If you have ideas for how we can make Online Gift Cards even better, please don’t hesitate to add to our Feature Requests or get in touch with us.

Happy gift-giving!
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