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🎁 How to Set Up & Use Gift Cards in Porter

Porter now supports full digital gift card management! Whether you're running seasonal promotions or offering everyday flexibility to your customers, gift cards are a great way to increase revenue and keep clients coming back.

Updated over a week ago

💡 Why Use Gift Cards?

  • Clients can purchase digital gift cards for themselves or gift them to someone else.

  • Gift card balances are tracked directly in Porter.

  • You can accept gift cards as a payment method during checkout.

  • Gift cards are compatible with both in-shop and online checkouts.

  • No need to use a separate system—everything is built into Porter.


🔧 How to Enable Gift Cards

  1. Log in to app.getporter.io.

  2. Click your name in the top right corner.

  3. Go to Manage Shop → Items & Gift Cards → Gift Cards.

  4. Hit the ⚙️ Settings icon (top right of the Gift Cards page).

  5. From the settings panel:

    • Toggle Gift Card Sales ON.

    • Set your default gift card amount (e.g., $100). You can update this amount for each checkout purchase when selling a gift card, this is just a default amount.


🎟️ Selling a Gift Card

You can sell gift cards the same way you sell retail items:

  • During checkout (on both web and mobile), you’ll now see a “Gift Card” item in your dropdown.

  • Add it to a checkout like any other item (note: gift cards are not taxed).

  • Complete the checkout with any payment method (card, cash, etc.).

  • Once purchased:

    • The client receives a confirmation email with their digital gift card.

    • In the email, they’ll also have the option to send it to someone else as a gift, with a personal message.


👥 Gifting a Gift Card

When a client receives a gift card email, they can:

  1. Click “Send as a gift”.

  2. Enter the recipient’s name, email, phone, and a custom message.

  3. The recipient will receive an email letting them know they’ve received a gift card and can begin using it immediately.


💳 Redeeming a Gift Card

Clients can use their gift card for both deposits and final checkouts.

At checkout (mobile or web):

  • Choose the Gift Card payment method.

  • You’ll see:

    • The client’s available gift card balance.

    • Option to use part or all of the balance.

  • If the gift card doesn’t cover the full amount, the remainder can be paid with a card, cash, etc.


🔎 Viewing Client Gift Card Balances

To see a customer’s gift card balance:

  • From the mobile app or web, go to their Client Profile.

  • You’ll see a “Gift Card Balance” field in the overview section.


📈 Tracking All Gift Cards (Gift Card Reports)

From the Items & Gift Cards page → Gift Cards tab, you can:

  • View a table of all issued gift cards with:

    • Customer

    • Type (electronic)

    • Purchase date

    • Last used date

    • Balance remaining

  • View key metrics:

    • 💵 Activations (last 30 days)

    • 💳 Redemptions (last 30 days)

    • 💰 Outstanding Balance (total value of unused gift cards)

Each gift card also has a 3-dot menu where you can:

  • Resend the gift card email

  • Clear the remaining balance (if needed)


🔄 Migrating Gift Cards from Another System

If you're switching to Porter from another POS (like Square), we can import existing gift card balances into your Porter account.

📧 Just email us at [email protected] with your export file and we’ll take care of the rest.

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