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Tag: Vouchers

Vouchers

In the voucher module you will find an overview of vouchers that have already been 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 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

Creating 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 are not using 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 on Vouchers in the top right of the calendar.
  2. Click on + Create voucher and select a template.
  3. If necessary, change the issue date and set the voucher value.
  4. Save the voucher and write down the specified number on the customer voucher.

Issuing paper vouchers to your customers

If you already have paper voucher templates, note the number that is generated when creating it 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 may still be remaining. If you would like to print your vouchers yourself, you can upload a PDF template in each voucher template. You can download a sample template here. If you would also like to sell vouchers online, you can set up your own voucher shop.

Redeeming 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 on 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 on + Redemption and add the value that is being 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.

Further articles on the subject of vouchers


Online Vouchers
Under Online Vouchers you can set voucher codes yourself, which 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 is prefixed to your voucher numbers. This can be the current year or the initials of your company.

Categories: Vouchers
Tags: Gutscheine

Gift certificate sales via the POS system

If you use the Belbo cash register system, you must sell vouchers as follows. To sell vouchers, click "Sell voucher" in the checkout process. You can then select the corresponding pre-configured voucher.

When using the cash register system, it is not permitted to create the sold vouchers in the voucher module.

Voucher sales

  1. Start the checkout process for walk-in customer or appointment customer.
  2. Select "Sell voucher" or enter the name of the voucher in the search field. Set the value of the voucher.
    • To speed up the checkout process, you can already see the voucher number here, which can be noted on the pre-printed forms if necessary. Please sign the voucher and voucher number, add a stamp and date with time to guarantee authenticity.
    • If a print template has been created, the voucher can now be printed. However, it is only valid after the checkout process is completed.
  3. Normal checkout process.

Example of a voucher sale during the checkout process:

How to redeem a voucher via the cash register system can be found here.

For detailed information about the Belbo cash register system, see our cash register documentation (PDF).
Categories: Vouchers
Tags: Gutschein verkaufen, Gutscheine, Kassensystem, kassieren

Online Vouchers / Discounts

You can set up your own voucher codes for your customers to redeem during online booking. For example, you can launch seasonal promotions and advertise them with marketing measures.

You can access this area via Settings > Vouchers > Discounts
If this function is not enabled, it can be activated via "Add function".

This article covers the aspect of a discount being redeemable by the customer during online booking. For general and further information on creating and using discounts, please see here.

First, create a discount under Settings > Vouchers > Discounts:

After you have entered the name and value of the online code, you can further edit your online voucher. Please make your settings and finally save the changes.

Think of a memorable voucher code so that your customers have no difficulty entering it correctly in the online booking.

Redeeming the voucher code in online booking

Customers who have received the code from you can use it in online booking.

Discounts used online in the checkout process

If you use the Belbo cash register system, you will already see the discount redeemed by the customer in the checkout process.

For more information on discounts please click here.
Categories: Vouchers
Tags: Gutschein-Code, Gutscheine, Kunden, Online-Gutscheine, Rabatt

Create and edit voucher templates

To sell vouchers in the checkout process or to manually enter them in the voucher overview, first create voucher templates.

You can access this area via Settings > Prices & Services > Vouchers.
If this function is not activated, it can be activated via "Settings > Add Function".

Create new voucher templates

All vouchers are organized into clear voucher groups. If you haven't created a voucher group yet, first create a group using the + New Voucher Group button.
Then create a voucher template. You can either set up voucher templates for all frequently used voucher types ("50€ voucher", "100€ voucher", etc.) or create a template with a frequently used value that can be adjusted to the actual voucher value in each checkout process.

Application example:
Do you want to sell vouchers with a flexible value? Then create a voucher template with the name "Value Voucher" and a frequently used value (e.g., 50.00 euros). In the checkout process, the voucher value can be changed.
Tip: Avoid using a fixed voucher value in the name of the voucher template. If you change the voucher value later, it will differ from the name.

New voucher group

If you want to create a new voucher group to properly organize different voucher types, use the "New Voucher Group" button at the end of the overview list.

If you haven't created any vouchers yet, you can create new voucher groups in the voucher dialog.

More articles about vouchers

  • Voucher sales via the Belbo cash register system
  • Voucher redemption via the Belbo cash register system
  • Correct taxation of your vouchers
  • Voucher shop for your customers
For detailed information about the Belbo cash register system, see our cash register documentation (PDF).
Categories: Vouchers
Tags: Gutscheine
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