Gift Cards – Remedly Help Center

Gift cards allow anyone to give your services as a gift to their friends and family while promoting your practice.

The workflow presented below can be used to reflect gift cards from other platforms (e.g Square) or physical gift cards so that they can be redeemed in Remedly as well. This gives the opportunity to manage gift cards in a single app.

> View Video Below<

How to Sell a Gift Card

In order to sell a gift card, follow these steps:

1. Create a new invoice whether from Financial module or from the buyer's patient history.

Note: If you create an invoice from the Financial module, you will need to designate a patient as the gift card buyer.

2. Select Location and Provider.

3. Under the charges section select Gift Card as fee category.

4. Enter the expiration date of the gift card.
Note: If the expiration date is left blank, the gift card will never expire. Minimum expiration period is 1 month.

5. Add a gift card description, quantity of cards purchased, and the card value. There is no maximum card value.

Note: If 2 or more gift cards are sold, there will be 2 or more codes to be redeemed.

6. If needed, a discount can be applied up to 100%. This allows the card value to be greater than the amount paid for the card.

7. When all of the input fields are completed, click Add.

8. Either Create Invoice and pay later or Create Invoice & Record Payment.

Note: The gift card will appear in the patient history of the buyer only after full payment of the invoice.

The gift card will appear in the buyer's patient history, including the gift card code, amount of the gift card, and its expiration date.

You can filter the cards with the help of the dropdown.

To view the gift card, open the PDF which displays:

The gift card buyer
Amount of the card
Expiration date
Gift card code

Note: It is not possible to refund a gift card.

The workflow described in this section can be used to reflect physical gift cards or gift cards from other platforms from within Remedly. To document an external gift card within Remedly, you can sell a Remedly gift card for the amount of the physical card then redeem per usual.

Note: Once the physical card is reflected in Remedly, it should be destroyed to ensure it is not used twice.

How to Redeem a Gift Card

The code is important since it is required in order to redeem the gift card. The code can be found in several places:

In the payment PDF (Financials -> Payments & Refunds or patient history)

In the gift card PDF section in patient history

In Financial dashboard under Gift Cards

In order to redeem the card, follow these steps:

Copy the code
Go to patient history for the recipient of the gift card
Open the Gift Cards section and click Redeem Card.
Enter the gift card number and click OK.
You will receive validation that the gift card has been successfully redeemed.

And the gift card value will appear as credit on the recipient's account.

This credit can be further used to partially or fully pay for treatments or products.

Note: It is not possible to refund credit applied to a patient account via gift cards.

A summary of all redeemed or purchased gift cards are available in Financial -> Gift Cards.

How to Pay for Services with a Gift Card

In order to pay for a treatment or product using a gift card, select the gift card in Gift Card/ Credit option while recording a payment.

Then click Apply Payment.

Credit on the patient's account will be depleted by the amount applied as payment.

Gift Cards in Reports

Transactions related to gift cards are included in the following reports:

Analysis Reports:

Daily Close -> Deposits by Method of Payment
Daily Close -> Billing Queue
Financial Transactions -> Financial Transactions by Patient
Financial Transactions -> Financial Transactions by Provider
Financial Transactions -> Financial Transactions by Transaction Type
Financial Transactions -> Financial Transactions by invoice
Financial Transactions -> Deposits
Financial Transactions -> Deposits by Method of Payment
Financial Transactions -> Outstanding Pre-payments
Financial Transactions -> Daily Financial Activity (categorized under the column "Other")

Graphical Analysis Reports:

Revenue -> Pre-payments
Revenue -> Receipts by Staff member
Revenue -> Account receivables by staff member
Revenue -> Discounts by staff member
Revenue -> Discounts by discount type

Gift Cards Video

Content Timelines per Minute:

00:00 - 00:10 - Introduction

00:11 - 5:43 - Purchasing a gift card

5:44 - 7:24 - Redeeming the gift card code

7:25 - 9:12 - Using the credit from the gift card for payment

9:13 - 9:27 - Reports on gift cards