> ## Documentation Index
> Fetch the complete documentation index at: https://help.hoopai.com/llms.txt
> Use this file to discover all available pages before exploring further.
# Gift cards — sell and send digital gift cards in HoopAI
> Create, sell, and send digital gift cards in HoopAI — set denominations, track redemptions, and manage balances from one dashboard.
Gift cards let you sell store credit that customers can use toward future purchases. You can sell them through your store, send them directly to contacts, and track all redemptions and balances from a dedicated dashboard.
Navigate to **Payments → Gift Cards** to get started.
## Gift card dashboard overview
The gift card dashboard provides a consolidated view of how your gift card program is performing.
### Dashboard metrics
| Metric | Description |
| ------------------------------------ | ------------------------------------------------------------------------------------- |
| **Total gift cards issued** | Total count of all sent and sold cards |
| **Total value of gift cards issued** | Cumulative monetary value of all issued cards, with trend graph and period comparison |
| **Average order value** | Median denomination selected when purchasing cards, with trend graph |
| **No. of customers** | Total individual customers who received or purchased a card |
| **Top denomination** | The highest value gift card sold in the selected period |
Use the **Date Range** dropdown at the top to filter all metrics to a specific period.
### Gift card sale trends
Hover over the charts to see day-by-day breakdowns of card sales, value, and customer counts. A **Gift Card Sale Trends** graph at the bottom shows the top 5 highest denominations sold during the selected period.
### All gift cards
Click **All Gift Cards** within the dashboard to view all created gift cards. From here you can:
1. Edit the gift card
2. Send to a customer directly
3. Copy the checkout link
4. Download a QR code for the checkout
5. Disable the card (prevent further purchases)
6. Delete the card
### Orders
Click **Total Gift Cards Issued → Orders** to access the orders dashboard showing all issued cards with their value, expiry date, and owner. Switch to **list view** for additional details including remaining balance.
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## Creating a gift card
Gift cards function as a flexible prepaid balance, giving customers store-exclusive funds or allowing your business to issue credits for loyalty, compensation, or promotions.
Go to **Payments → Gift Cards** and click **Create Gift Card**.
* **Name** — internal identifier for the card in your system
* **Description** — short summary for you and your customers
* **Expiry date** — optional; all cards issued from this product expire on this exact date, regardless of purchase date
Enable the option to include a URL that guides recipients on how to redeem their card. Enter or select your desired URL.
Enter any usage restrictions, eligibility rules, or conditions applicable to this gift card. These are visible to customers.
Click **Continue** to access the design step. Either:
* Create a color gradient design
* Upload your own artwork from your Media Store
Choose from **preset values** or enter custom amounts manually. You can add multiple denomination options so customers can choose.
Enable **Define Quantity** to limit how many gift cards can be sold. Set your inventory count.
Toggle on **Tax** if you need to include automatic tax calculation on gift card sales for compliance purposes.
Select a category if needed, then click **Continue** to review and **Create Gift Card** to finalize.
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## Selling gift cards
After creating your gift cards, you can sell them via a checkout link, QR code, or your e-commerce store.
### Via checkout link or QR code
In the Gift Cards tab, click the **Sell** icon or the **QR** icon next to your gift card.
In the Sell section, click the copy icon to get the checkout URL. Share it in emails, SMS, or on any page.
Click the download icon to save a PNG of the QR code. Add it to emails, SMS messages, or printed materials to redirect customers to the checkout page.
### Via your e-commerce store
Gift cards are automatically added to your stores when created. To manage store visibility:
Go to **Sites → Stores** and edit your desired store.
Switch to the **Products** tab and click your gift card.
Toggle the **Include in online store** option on or off as needed.
When sold through any checkout, the gift card is delivered to the customer's purchase email address automatically.
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## Sending gift cards directly
Send a gift card to any contact without requiring a purchase — ideal for loyalty rewards, service recovery, promotions, or referral incentives.
In the Gift Cards tab, click **Send** next to the gift card you want to send (or access it from **All Gift Cards**).
Use the dropdown to select a customer. Only contacts with an email address in the system can be selected.
Write a personal message to accompany the gift card. Use **Write with AI** or pre-written prompts to draft the message quickly.
If the gift card has multiple values, select one from the dropdown.
Select the delivery method and set a delivery date, then click **Continue**.
Review the email preview — including the gift card details and your message. If everything looks correct, click **Send Gift Card**.
The email content for directly sent gift cards cannot be edited beyond the personal message. Sending a gift card reduces your inventory count.
Use the direct send feature for customer loyalty programs, referral rewards, and service recovery instead of cash refunds — keeping funds within your business ecosystem.
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## How customers redeem gift cards
When a customer is ready to use their gift card, they apply the code at checkout.
### Receiving a gift card
Once purchased or sent, the customer receives an email containing their gift card details. The most important detail is the **Gift Card Code** — they must copy this to pay with their balance.
### Applying a gift card at checkout
Gift cards can be applied on any checkout page: funnels, websites, stores, or payment links.
Before entering card details, the customer enters their gift card code in the designated field and applies it.
The gift card value is deducted from the order total. The customer can see their available balance displayed under the Gift Card section.
* If the card covers the full order: no other payment method is needed.
* If the order exceeds the card balance: the remaining amount can be paid with a card (Stripe, NMI, Authorize.net, Square support partial redemption).
If the customer receives a payment link, they can apply their gift card code after clicking **Pay**.
When collecting payment for appointments, **Gift Card Balance** appears as a payment option at checkout.
Gift card balance can cover the full amount for all supported payment providers. Partial balance coverage (paying the remainder with another method) is supported with Stripe, NMI, Authorize.net, and Square.
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## Tracking gift card orders
Go to **Payments → Gift Cards**, click **Total Gift Cards Issued**, then select **Orders**.
All issued gift cards appear here regardless of status or remaining balance. Use the list view for additional details including remaining balance.
Use the filters to find cards by:
* **Status** — active, redeemed, expired
* **Purchase value** — a specific denomination
* **Contact** — the recipient or purchaser
Click any card to open the gift card order details page, which shows:
1. Purchaser or sender information
2. Recipient information
3. Hidden gift card number (toggle **Show gift card code** to reveal)
4. Delivery method and scheduled date
5. Denomination and quantity
Gift cards sent directly (without payment) do not appear in the Orders tab. The orders tab only shows purchased gift cards.
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## Frequently asked questions
Gift cards currently apply to one-time purchases at checkout. They cannot be applied to recurring subscription charges.
The customer pays the difference with a standard payment method (card, PayPal, etc.). The gift card covers its remaining balance and the payment method covers the rest.
Yes. When creating a gift card, enable the expiry date option and choose the duration. Customers are notified of the expiry in their gift card email.
Yes. Instead of refunding to the original payment method, you can send a gift card of equal value to the customer using the direct send feature.
Yes. When you send a gift card directly to a contact, it is linked to their contact record. Purchased gift cards are linked when the buyer is identified as a contact.
Yes. When creating a gift card, enable **Define Quantity** and enter the inventory count. Once that number of cards has been sold, the checkout link becomes unavailable.
The remaining balance stays on the gift card and can be used on a future purchase. Customers can see their current balance displayed in the Gift Card section at checkout.
The gift card is delivered automatically to the email address entered at checkout. The email contains the gift card code and any redemption instructions you configured.