
[IN PILOT] Shift4 Gift Cards: Add New Gift Card On Account (Via Terminal)
The Shift4 payment gateway now allows you to add a new gift card or check balance on a gift card by selecting any of the options on the gift card account or via the gift card payment method on the reservation. Please note, this functionality is currently in pilot. Please contact sales.team@stayntouch.com if you are interested in activating this feature.
This comprehensive gift card management system allows hotels to issue, manage, and process gift card transactions through Stayntouch PMS. This addresses the growing customer demand for gift cards as a payment method and provides hotels with an additional revenue stream while improving guest convenience.
When Shift4 gift cards are enabled, Givex gift cards can be used via the same Gift Card payment method.
This feature introduces comprehensive gift card functionality to Stayntouch PMS, enabling hotels to activate, load, and check balances on gift cards. The system integrates seamlessly with the existing Shift4 payment infrastructure and provides a secure, user-friendly interface for both staff and guests.
Key Capabilities:
- Gift Card Activation: Load new gift cards with specified amounts
- Balance Management: Check current balance on existing gift cards
- Payment Processing: Accept gift cards as payment method for reservations
CONFIGURATION & SETUP
System Configuration
1. The gift card functionality must be enabled by Stayntouch Admin via Shift4 gateway configuration.
2. Gift card charge codes can be configured in Hotel Admin settings via Settings > Integrations > Gift Cards > Shift4 Gift Cards.
3. Account Number & Charge Code Setup
- The account number entered will need to match with the account that is set up specifically to manage Gift Cards.
- The charge code entered will be used to absorb the balance upon gift card generation.
Example:
- Integration Setup:
- Navigate to Front Desk > Accounts > Shift4 Gift Card Account.
- Navigate to Settings > Financials > Charge Codes and create a gift card charge code (used for gift card balance).
4. Gift Card Payment Method: The default payment method for gift cards can be used to allow payment with Shift4 gift cards.
5. Permission Management:
- The Enable Gift Card Functionality permission can be assigned to user roles from Settings > Hotel & Staff > Permissions.
- Property-level and Multi-Property level permissions work as expected.
- Users without permission cannot access gift card features.
- Permission changes take effect immediately.
SCREEN & FUNCTIONALITY OVERVIEW
Gift Card Account Management
1. Navigate to Front Desk > Accounts > Shift4 Gift Card Account > Transactions Tab.
2. Click the GIFT CARDS button, which is next to the ADD CHARGE button. Gift card transactions display with purple gift card icons. The GIFT CARDS button allows you to access gift card management options.
3. Select ADD NEW or CHECK BALANCE.
4. Add New Gift Card: If you select ADD NEW, choose CARD READER or MANUAL ENTRY.
If you select CARD READER, choose the TERMINAL, add the balance, and click ADD NEW, which will trigger the selected terminal instantly to swipe the gift card.
To add a new gift card, click MANUAL, add the card number, add the balance, and click ADD NEW, which will trigger the terminal to swipe the gift card.
5. Check Gift Card Balance: If you select CHECK BALANCE, choose CARD READER or MANUAL ENTRY.
To check the gift card balance with the CARD READER input, select the TERMINAL and click CHECK BALANCE, which will prompt the terminal to swipe the gift card.
To check the gift card balance of a new gift card, click MANUAL, add the card number, and click CHECK BALANCE, which will prompt the terminal to swipe the gift card.
6. Gift card transactions on the gift card account will show accordingly.
Reservation Payment Interface
1. Click PAY on the reservation.
2. Choose Gift Card as the payment method.
3. Select CARD READER or MANUAL.
If you select CARD READER, choose the TERMINAL, add the amount, and click MAKE PAYMENT, which will trigger the selected terminal instantly to swipe the gift card.
To add a new gift card, click MANUAL, add the card number, add the amount, and click MAKE PAYMENT, which will trigger the terminal to swipe the gift card.
Check Gift Card Balance
1. Click CHECK GIFT CARD BALANCE for either the CARD READER or MANUAL options.
2. Clicking CHECK GIFT CARD BALANCE will prompt the terminal instantly when the card reader is selected.