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Gift cards, packages and credit

Selling gift cards and packages, and how customers spend them.
By Andy Scott •
3 articles

Selling gift cards

A gift card is money paid to you now and spent with you later. The customer buys one on your booking page, the balance sits on their account with you, and it comes off the bill at checkout. Everything about them lives in one place: Catalogue → Gift Cards. That page has two tabs — Settings, where you set the rules, and Sales & balances, where you see what has sold. Turning them on On the Settings tab, switch on Sell gift cards at the top. That is the master switch: on, and they appear on your booking page and profile; off, and customers never see them. Changes on this tab aren't live until you press Save changes. Setting the amounts Fixed amounts are the quick-pick values a buyer sees — £25, £50, £100, whatever suits what you charge. Each one has two figures: - Value — what the card is worth to spend - Sell for — what the buyer pays Set them the same for a normal gift card. Set Sell for lower than Value to run a promotion, and the buyer is shown what they're saving. A £100 card sold for £85 is a good December offer. Custom amount lets buyers type their own figure instead. Turn it on and set a minimum and maximum so nobody buys a £2 card or a £5,000 one by accident. You can offer fixed amounts, a custom amount, or both. Expiry Under Expiry, choose Expires after a number of months from the date of purchase, or Never. If you set an expiry, customers get a reminder email three days before their credit runs out. Anything unspent at expiry is forfeited, and shows up as breakage in your figures. Check what your local rules say about expiring gift vouchers before you set a short window. Where they're sold If you have more than one location, Where they're sold limits gift cards to the locations you pick. Leave it alone and every location sells them. What they can be spent on Two choices: - Anything you offer — the balance is plain account credit and comes off any bill - Only selected services, classes & bookable types — pick a kind, then narrow it to specific ones if you want Restricted cards still behave like money. The customer sees the same Pay with credit step at checkout; the restriction only decides which lines it applies to. How it appears on your profile Profile display decides how loudly you advertise them: - Banner — a prompt in the main column, more prominent - Side panel — a row in the info panel, more discreet What the buyer does On your profile the customer picks an amount, then chooses Buy for myself or Send as a gift. Sending as a gift asks for the recipient's email address and an optional personal message. The recipient gets an email with a claim link; they sign in or create an account, and the balance lands on their account with your business, under My credit. Buying for themselves puts it straight on their own account. Spending it At checkout the customer gets a Pay with credit step. Credit comes off first and they pay any remainder on the card as normal. What you actually receive You receive the full value of the card. The BookUp booking fee — 1% of the amount, minimum 25p, maximum 99p — is added on top and paid by the buyer, exactly as it is on any online booking. A £50 card costs the buyer £50.50 and is worth £50 to spend with you. Nothing is deducted when the card is later spent, because that money is already yours. Keeping track The Sales & balances tab gives you three figures: - Sold — how many cards, and how much in sales - Outstanding — money you still owe customers in unspent credit - Breakage — credit that expired unspent Below them is every purchase, with a Refund button on each. Outstanding is the one to watch. It is a real liability — work you have been paid for and haven't done yet — so don't read it as money in the bank. Refunding a gift card Find the purchase on Sales & balances and click Refund. Only the unspent part is refunded, worked out pro rata against what the buyer paid. If half the card has been used, half comes back. A card spent in full has nothing left to refund, and you'll be told so. The BookUp booking fee is not returned. Giving credit without a sale You can also hand someone credit directly — to honour a paper voucher from before you joined BookUp, or as a goodwill gesture. See the article below. Related articles - Issuing complimentary credit and adjusting balances - Selling class packs and packages

Last updated on Sep 25, 2026

Selling class packs and packages

Two ways to sell bookings up front instead of one at a time. A class pack is a block of the same thing — ten yoga classes, bought together, used whenever. A package is a bundle of different things — a treatment, a court hire and a class, sold as one. Both work the same way underneath. The customer buys, and gets credits they spend by booking as normal. Nothing is held in a diary until they book it. Class packs Class packs are set up on the class itself. Go to Catalogue → Classes, open the class, and use the Class packs tab. Add pack opens the builder. Package name What the customer sees — "Reformer 10-Pack", that sort of thing. Applies to - This class only — credits redeem against this class and nothing else - Any class — credits redeem against any class you run Use Any class for a general pass and This class only when the class has a cost or a room that the rest don't. Credits and price Credits is how many bookings the pack grants. Price per credit is what each one costs. The builder shows you the pack total as you type, and — next to it — what the same number of drop-ins would cost, with the saving as a percentage. That's the number to look at. A pack that saves the customer nothing won't sell, and one that saves them 40% is a discount you've given away for cash you'd probably have got anyway. Validity Never expires, or Expires after purchase with a number of days. An expiry protects you from someone turning up two years later with eight classes in hand, and it nudges people to actually come. Customers get a reminder email three days before their credits run out. Availability Sell online puts the pack on your booking page. Leave it off and the pack is saved as a draft you can publish later. Packages A package bundles different things together. Go to Catalogue → Packages and create one. Details Give it a name and a description — what's included and who it's for. What's included Add the items. Anything you offer can go in: a service, a class, one of your bookable types. Each row has: - Qty — how many of that item the package grants - Price — what you charge for it inside this package, starting at its normal price - Total — Qty times Price The package price is the sum of the rows, and the customer is shown what the same items would cost bought separately. Discount the bundle by lowering the price on a row, not by editing a total. If an item can be booked at different lengths or party sizes, pin the one you're selling on the row — that's the session the credit entitles them to. How it's redeemed This is the decision that matters, and it changes what the customer gets. One visit — the items are booked back-to-back, in order, in a single go. A sauna session followed by a massage. Drag the rows to set the order; the customer is guided through booking the lot as one appointment. One-visit packages must have exactly one of each item, and can't include classes. If yours does, you'll be told. Credits — each item becomes a credit the customer books whenever they like, through the normal booking flow. Nothing has to happen on the same day. Pick One visit when the whole point is the sequence. Pick Credits for everything else. Validity and locations Validity works as it does for class packs: Never, or After a number of days from purchase. If you have more than one location, you can limit the package to the ones that sell it. What the customer sees Packages appear on your profile for customers to buy, and you can move the Packages section up or down the page under Catalogue → Settings. Once bought, everything they hold sits under My credit — gift cards, class packs and packages together, each showing what's left and when it runs out. They spend it by booking as usual; a credit that applies comes off automatically. What you actually receive You receive the full price of the pack or package. The BookUp booking fee — 1% of the amount, minimum 25p, maximum 99p — is added on top and paid by the buyer, the same as on any online booking. Nothing more is taken when the credits are later redeemed. Keeping track Unspent credits are bookings you've been paid for and haven't delivered yet. The Outstanding figure on Catalogue → Gift Cards → Sales & balances counts money credit only, so pack and package credits — which are counts of bookings, not a balance in pounds — don't show there. To see what one customer holds, open them in the Client Directory and go to the Credit tab, which lists every balance they have. Refunds Class packs and packages can be refunded, but not from the portal yet — contact support and we'll do it. Gift cards you can refund yourself, from Sales & balances. Related articles - Selling gift cards - Issuing complimentary credit and adjusting balances

Last updated on Sep 25, 2026

Issuing complimentary credit and adjusting balances

Sometimes you need to put credit on someone's account without them paying for it — honouring a paper voucher from before you joined BookUp, or making up for a bad appointment. You can do that, correct a balance that's wrong, and take one back. All of it is owner only. Workers can see a client's credit but can't change it. Where it lives Open the client from your Client Directory and go to the Credit tab. You'll see: - Spendable credit — what they can use right now, with any packs listed underneath - Balances — every grant they hold, with what's left on each - A history of everything that's happened: issued, spent, refunded, expired, revoked, adjusted Owners can also issue credit from Catalogue → Gift Cards → Sales & balances, which is handier when you're already looking at your gift-card figures. Issuing credit Click Issue credit, type an amount in pounds, and confirm. What you've given is plain account credit: spendable on anything you offer, with no expiry. It shows on their record as Manual credit and is recorded against you, so there's a trail of who gave what. Two things worth knowing before you do it: It is real money out of your pocket. Unlike a gift card, nobody paid for this. When they spend it, you do the work and nothing lands in your account. It counts towards Outstanding. The Outstanding figure on Sales & balances is every unspent money balance, whether it was bought or given. If you hand out a lot of goodwill credit, that number will climb without a matching sale behind it. Adjusting a balance On any live balance, Adjust changes it up or down. Enter the change, not the new total. Type 10 to add ten pounds; type -5 to take five off. A pack adjusts in whole credits the same way — 1 or -1. Getting this backwards is the easy mistake: typing 50 on a £50 balance leaves £100, not £50. Use it to correct a slip — a gift card typed in as £30 instead of £300, a class they were charged a credit for but never attended. Revoking a balance Revoke removes what's left on a grant. It cannot be undone, and it does not refund any money. If the customer paid for that credit and wants their money back, refund the purchase instead — see the gift cards article — and don't revoke it. Revoking a bought balance leaves the customer out of pocket with nothing to show for it. Revoke is for credit that shouldn't have existed: a comp issued to the wrong person, a duplicate, a goodwill gesture given twice. What can't be changed Once a balance is revoked, expired, or fully spent, Adjust and Revoke disappear from it. There's nothing left to move. If someone needs credit after that, issue a fresh one. The trail Every movement is recorded on the client's Credit tab with a reason — Issued, Spent, Refunded, Expired, Revoked, Adjusted — and grants record who issued them. That trail is why adjusting a balance beats deleting and re-issuing: the history stays readable when someone asks in six months what happened. Related articles - Selling gift cards - Selling class packs and packages

Last updated on Sep 25, 2026