Issuing and Using Gift Cards

Overview

This guide covers Issuing and Using Gift Cards in Chively using a consistent, support-friendly workflow.

Before you begin

• Confirm you can access the Chively Management Page or POS as needed.
• Make sure your account has permission to change these settings.
• Keep a test order, test payment, or test user available for validation.

Steps

1. To issue and use gift cards, please follow these steps:1. Installing the Gift Card ApplicationGo to Applications and click Install on the e-Gift Card App.
2. Click Install on the pop-up prompt.
3. Turn on the Publish e-Gift card option. Copy the link to share it with the guests or download QR Code to place it at the restaurant.
4. Enter the minimum amount you want to be loaded onto a single gift card and then click Save.
5. If your restaurant wants to set expiration dates and PIN codes for gift cards, click this icon and then select those options. Then, click Save.
6. Select the template you want to use, or you can upload your own image by clicking Add Image. Then, click Save.
7. On the Promotions tab, click Add Promotion.
8. Fill in the promotion information that you want to add. Then, click Save.
9. Select one of the suggested values or click Custom to enter a unique value for the customer to buy.
10. Enter the recipient’s information and the sender’s information, then click Continue.
11. Click Continue to payment.

Verification

• Confirm the change is visible in the expected Chively screen.
• Run a quick real-world test to ensure behavior is correct.
• If results are unexpected, double-check permissions and device/network status.

Need help?

For further support, reach out to your Chively sales agent.