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Services›Vouchers

Vouchers

Feature: Customers › Vouchers & Discounts › Settings

In the voucher module you will find an overview of vouchers you have already created or sold. If you use the cash register, you will find all vouchers sold via the cash register here.

Before using the voucher module

To manage your vouchers in the Belbo calendar, please first activate this function under "Settings" in the search field. Once it is activated, you can access the voucher module via the main navigation:

Before you can use vouchers, first create the desired voucher templates.
You can find instructions on creating voucher templates here

Create vouchers

After creating voucher templates, you can create new vouchers. If you use the Belbo cash register, vouchers are sold via the cash register and not created manually! In this case, you will not find a corresponding button in the voucher module.

If you do not use the cash register system and still do not see a button, the cash register is probably still activated.

If you do not use the Belbo cash register system, you can manually enter your issued vouchers to keep track of your vouchers.

  1. Click Vouchers in the top right of the calendar.
  2. Click + Create Voucher and select a template.
  3. If necessary, change the issue date and set the voucher value.
  4. Save the voucher and write the given number on the customer voucher.

Issue paper vouchers to your customers

If you already have paper voucher templates, note the number that is generated when creating on the voucher you give to the customer. This way you can see exactly in the voucher overview when and if it was redeemed or partially redeemed and how much of the voucher value is still remaining. If you want to print your vouchers yourself, you can upload a PDF template in each voucher template. You can download a sample template here. If you also want to sell vouchers online, you can set up your own voucher shop.

Redeem vouchers

Attention: If you use the Belbo cash register system, you must redeem vouchers via the cash register system and not in the voucher module.

If you do not use the Belbo cash register system, you can record a voucher redemption in the voucher module.

  1. Click Vouchers in the top right of the calendar.
  2. Select the voucher that the customer wants to redeem. You can also find it using the search field by entering the voucher number.
  3. Click + Redemption and add the value that will be redeemed. This can also be a partial redemption.
  4. After saving, you will see the total value of the voucher as well as the amount already redeemed.

More articles on vouchers

Online vouchers
Under Online Vouchers you can set your own voucher codes that your customers can redeem during online booking. You can find detailed information about online vouchers here.
Voucher status
You can find detailed information about voucher status here.

Settings

Voucher number prefix

In the voucher settings, you can set an abbreviation that will be placed in front of your voucher numbers. This can be the current year or the initials of your company.

Categories: Vouchers
Tags: Gutscheine

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