[Start Here] Gift Cards: Training Video

Gift Cards: How can more money be added to an existing gift card? This article reviews the process of how your patients or potential patients may add money to their already existing Gift Cards. Gift Cards: How do I access the Gift Card Balance Report? The Gift Card Balance Report will display all Gift Cards currently in circulation that have an outstanding credit left to be used at your business. Gift Cards: How do I check the value/status of a Gift Card? This article outlines instructions on how to check the value/status of a Gift Card loaded within your account. Gift Cards: How do I load a Gift Card with promotional credit? It's very important that you have strong procedures in place on how your business collects and records promotional value added to gift cards. It is for these reasons that loading a gift card with cash or promo is a permission the Admin grants to Account Users. Gift Cards: How do I load a Gift Card? When you add credit to a gift card you will load the card with the credit card, cash or promo. Credit cards will use the Virtual Terminal. Cash will be when a customer hands you cash over the counter. Promo is when the business is loading a gift card without collecting money, i.e. donation to a silent auction for charity. Gift Cards: How do I redeem a Gift Card? Gift Cards can only be redeemed by the issuing business, using the Gift Card Virtual Terminal. The article below will walk you through the steps of redeeming a Gift Card. Gift Cards: How do I search for redeemed Gift Card transactions? Gift Cards: How do I transfer a Gift Card balance? We've made it quick and easy to transfer balances from one Gift Card to another. Note: This will only work with Gift cards purchased from your CashPractice.com account. Gift Cards: How do I load a Gift Card with cash? It's very important that you have strong procedures in place as to how your office collects, records and tracks cash. It is for these reasons that loading a gift card with cash is a permission that the Admin grants to Account Users. Gift Cards: Pre-loaded Marketing Material and Online Forms This article outlines the preloaded marketing material available for practices utilizing the CP Gift Card program. Gift Cards: How do I assign an online payment to a physical Gift Card? Someone made a gift card purchase online? This article will help you to assign the payment to a physical gift card that you can mail out or give in person. Feature: CP Gift Card Program The Auto-Debit System® includes the no-fees gift card program! Just purchase the gift cards and card swiper!