Using Gift Cards with Bold Cashier

Overview

Bold Cashier gives you the ability to create gift cards from directly within its admin.

Because Cashier uses its own checkout process, gift cards created in Shopify are not able to be used in this checkout.

You are able to see all the gift cards that have been created within Bold Cashier by navigating to Payment Options > Gift Cards within the app. If at any time you would like to revoke a gift card, go to this area and select Disable on the correct gift card.

 Alert

In many countries it is illegal for gift cards to expire. Before you choose to expire or disable a gift card, please be sure to review your country's regulations.


Customize the Gift Card Email

Bold Cashier allows you to customize the emails the get sent to customers when they purchase a gift card. To customize these emails, please follow these steps:

  1. From Shopify's admin, select Apps.
  2. Select Bold Cashier.
  3. Select Settings, then Email Settings.
  4. Select the toggle button to enable the gift card email setting.
  5. Change the subject line and body of the email as needed.

    Email_Notifications_Bold_Cashier.png

  6. Select Save.


Creating a Gift Card

As soon as the gift card is created, an e-mail will be sent to your customer to notify them. It is recommended to ensure that your email notification settings above are exactly how you would like when this event occurs. 

  1. From Shopify's admin, select Apps.
  2. Select Bold Cashier.
  3. Select Payment Options, then Gift Cards.
  4. Enter the amount and a name for the gift card.
  5. Select the expiry date options for your gift card (optional).

    Note: This option may be illegal in your country. Please verify your country's regulations before selecting this option.

  6. Enter the recipient's email address and a note for the customer.

    Gift_Card_Options.png

  7. Select Save.


Hide the Gift Card Payment Option

If you would like to remove the option to purchase an order with a gift card, this option can be hidden by using CSS.

To hide this in the checkout, please follow these steps:

  1. From Shopify's admin, select Apps.
  2. Select Bold Cashier.
  3. Select Settings, then General Settings.
  4. Navigate to "Appearance" and select the Custom CSS box.
  5. Copy and paste the following code into this box:
    /* Hide gift card payment type */
    .PaymentMethod--GiftCard { display: none; } 
  6. Select Save.

 

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