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Add Comps & Gift Cards

Add Comps & Gift Cards

Part A — Comps (vouchers)

What managers can do

From a customer profile you can Grant vouchers (Load Comp), and you can review/cancel comps from the Comps pages.

  • Load Comp on customer: Select customer → Load Comp.

  • Configure/Grant comps / view status: Loyalty → Comps → Settings / Comp Management / Comp Status (Cancel Comp).

Suggested workflow

  1. Confirm the comp type/policy in Comps → Settings.

  2. Open the guest → Load Comp, enter amount/notes → Save.

  3. To monitor or revoke, use Comp Status / Comp Management.

Part B — Gift Cards (stored value / “Prepay”)

Setup & series (HQ/Site)

  • Gift Cards are managed as Programs and Series (Physical, Digital, Legacy). Create at HQ or Site: Gift Cards → Settings → New Program; then add/edit Series.

  • Best-practice switches by type (e.g., Require CVV, Support Card Recharge) are documented; confirm Maximum amount per charge and Maximum balance with each site.

Issuing / loading value

  • PAD (server-facing) load & acceptance: Use Prepaid on the Payment screen; QR scan, manual entry, or swipe (legacy cards are manual only). Tips must be added before processing the gift card.

  • Legacy balance migration (bulk): Use import flow (Customers → Import Customer → Load Gift Card), select Series, download template, upload, then validate and finish.

Online use by guests

  • In Tabit Order, guests pay with Gift Cards at checkout; balance is shown and split payment is supported if the card doesn’t cover the full amount.

Redemption/partial-payment behavior (system options)

  • Automatic partial payment applies the remaining card balance and lets another tender cover the rest (if enabled). Loyalty → Settings → System → Gift Card/Prepay setup.

Reporting (spot-check usage & liability)

  • Daily Summary Report (DSR) → Payments → Prepay shows gift-card totals for the period (loads are negative, redemptions positive).

  • For transaction-level detail, use Loyalty → Customers → Transaction Center.

  • For analysis (loads vs redemptions, balance/series filters), use Loyalty → Reports → Gift Card Summary / Gift Cards Balance; export to Excel if needed.

Permissions you’ll likely need

  • Activate gift cards: Loyalty → Settings → Gift Cards Shop (permission item).

  • Import customers / data: Loyalty → Customers → Import Customer.

  • Reports (Gift Card Summary/Balance, Manual Actions, etc.) are permission-gated.

Related Help Articles

Configuring Loyalty Permissions

Gift Card Transactions Summary in the Daily Summary Report

System Settings for Tabit Loyalty

Redeeming a Gift Card in Tabit Order

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