2025 SZ Gift Certificates
Updated: Feb 13
FOR BOTH PAPER & PLASTIC GIFT CARDS:
Make sure recipient has a Prospect account in Club Ready (or create one)
To avoid Prospect getting communication from studio about the gift (which could spoil a surprise), add the PURCHASER'S info to the Prospect account for phone and email
In the keynote state who purchased it, the amount, add a note to NOT DO OUTREACH (because adding a new prospect will trigger the follow up automation tasks), and lastly add employee initials for who handled the transaction.
When ringing the transaction through Point of Sale DO NOT STORE THE PURCHASER'S CREDIT CARD INFO in the Recipient's account for future use
TO SELL A PAPER GIFT CERTIFICATE FOR ANY AMOUNT:
Go to Recipient's profile (All Detail)
click "Select in Point of Sale"
"Simple Payment" click the GO gray button [IF this step shows]
click "Add credit to account" at the top (just under the account number)
Enter denomination of Gift Certificate and click "Add", then close the small window. The amount should appear in the cart now.
Click the green CHECKOUT button and enter Purchaser's billing info (do NOT store billing info on file)
Finalize Agreement
Now the credit amount appears on the Prospect's file, and at checkout can be selected as the first form of payment (details below).
The gift certificate credit exists digitally. If giving a paper gift certificate (below), it has no value and exists just to have an item for gifting.
Fill out the back of the white paper Gift Certificate with the bow with;
Expiration Date: 1/1/2031 (Gift certificates must have at least 5 years per Utah state law)
TO: The Prospect's name in the account that we have created the credit for
FROM: The Purchaser (can be left blank but we should keep notes in our Club Ready system in case needed)
Authorized Signature: The employee selling the gift certificate - must be legible!
TO BE REDEEMED ONLY AT THE ABOVE STUDIO(S): Please list Draper, Fort Union & Orem only and make sure purchaser knows these cannot be used out of the area.
IMPORTANT TO KNOW!
They are gifting a dollar amount, not a number of sessions (unless they are giving The Ultimate Gift of Membership)
Prospects DO have the option to get a free demo hour that includes Range of Motion Assessment and where they must sign the waiver.
At the end of their demo/first session the Recipient selects package. They can apply the dollar amount to an $85 single session, or toward the first payment of any membership with a signed Agreement in place and a credit card on file.
The paper certificates have no value. They are a notification of the value that has been arranged through Club Ready in the Recipient's account. If the paper certificate is misplaced, the Recipient can still come in the studio where the purchase was made and use the credit on their account. The paper gift certificates are so that the Purchaser has a gift to physically give. People cannot redeem a paper gift certificate in studio that is not attached to a Prospect profile with a credit on it from the giver.
TO REDEEM PAPER GIFT CERTIFICATES:
After the Recipient has signed the waiver (and optionally completed their free demo) and has chosen how to spend their account credit, find the Client/Prospect profile (All Detail).
Be sure to update ALL personal details since gift cards begin with the Purchaser's information in the phone number and email spaces.
Note the available credit balance in the green box that appears below the person's contact info (which is above the table displaying session credits, sessions completed, etc on the left side of the screen)
Click on Write Up A New Agreement and update the personal data with the Prospect / Recipient's actual contact information.
Go through agreement details as normal and collect Agreement signatures, highlighting the 12 session cancellation policy.
The next stage will be collecting payment for the Agreement and the payment profiles will be applied automatically first.* If there is any remaining balance due, collect the Recipient's credit card information and this time store it on file if it is a monthly membership.
Click "Finalize Agreement" and help them set up their Client Portal and book their first sessions.
Talk with your team about any questions or send a Slack message.
Let's make it an amazing end to our year!
(*these are discontinued for selling by Stretch Zone as of February 1, 2026)
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