1. Configuration Guide
  2. Gift Cards
  3. Configure Gift Card Program
  4. Manage Existing Accounts

Manage Existing Accounts

If required, you can enter a name and phone number against an account number so that the gift card balance is accessible by name or phone from the POS. You can also see the status of your accounts here.

  1. From the Dashboard, click the application navigation icon (This image shows the application navigation icon, which are three horizontal lines, one on top of the other.) at the top left of the page, select Gift and Loyalty, select G&L Account Administration, and then select Manage Existing Accounts.
  2. Select Find Account Number.
  3. To list the status of your accounts, enter the start of the account number in the search field, and then click Find.

    Figure 15-14 Enter Account Number


    This figure shows the Find Account Number page in Simphony Home.
  4. To assign a name and phone number, select the account number line, and then click Manage.

    Figure 15-15 Select Account Number Line


    This figure shows the Account Number status page in Simphony Home.
  5. Select Edit Account Information.
  6. Enter First Name, Last Name, and Phone Number.

    Figure 15-16 Edit Account Name and Phone Number


    This figure shows the fields where you can change the account name and phone number in Simphony Home.
  7. Click Save.

Parent topic: Configure Gift Card Program