Gift Card Program Overview & Settings

To make launching as seamless as possible, Leat automatically generates a default gift card program for your account. This lesson takes you through the gift card dashboard—covering how to track performance across your tabs, manage program limits, set expiration rules, and configure financial settlements across multiple locations.

Key Takeaways

• Navigating the Dashboard Sections: Your gift card management is divided into specific operational tabs:

  • Cards: A complete directory of all issued gift cards and where you can manually create new ones.

  • Analytics: High-level performance tracking, including total sales, redemption rates, average days to redemption, and outstanding financial liability.

  • Transactions: A running, granular log that records every single time a gift card is used or updated.

  • Statistics: A transaction-focused view showing cumulative data like total amounts added, total amounts spent, and outstanding balances.

  • Groups: The section handling your individual gift card programs and linking your various business profiles.

  • Wallet Pass: Where you configure the digital pass so customers can add their card to Apple or Google Wallet.

  • Settings: Your main configuration area for names, images, limits, expiration rules, and financial reporting.

• Global Program Scope: By default, your gift card program automatically links all of your active business profiles and locations, allowing customers to buy and spend their cards across your entire brand footprint.

• Flexible Purchase Limits: You have complete control over the financial parameters of your program. You can define a minimum and maximum purchase threshold (e.g., €10 to €250) or leave them entirely blank to let customers choose their own custom amounts.

• Custom Expiration Rules: Expiration settings are turned off by default. If your strategy or local regulations require an end date, you can toggle this on to automatically expire balances after a set timeframe (such as 365 days).

• Multi-Location Settlements: If you operate multiple distinct business profiles or franchise locations, you can activate the settlement feature. This automatically generates reporting on an annual, quarterly, or monthly basis to help you settle balances between different sites.

Dashboard Checklist

1. Navigate to Store > Gift cards to view your auto-generated program.

2. Go to the Settings tab to update the name of your program and upload a custom cover image.

3. Set your preferred minimum and maximum purchase amounts, or clear the fields for unlimited flexibility.

4. (Optional) Toggle Expiration settings on to establish a validity window.

5. (Optional) Turn on Settlements and select your reporting frequency (Monthly, Quarterly, or Annually) if you need to balance funds across different locations.

6. Click Submit in the top right corner to save your baseline program configuration.