To add a voucher to a customer's order as a user in Trybe you will have to head to an order or create a new order by selecting the '+New order' tab.

Here you will then +Add other > +Voucher > choose the voucher type from the list provided.

You will then be prompted to provide the information for the person who will receive this voucher. You must enter in the Recipient name and the Recipient email. For the next stage, you will have the choice in between those two options:

‘Send immediately’: The recipient will receive the gift voucher email straight after the order has been placed by the customer.

OR

‘Schedule send’: The customer will have to select a date, and then the recipient will only receive the gift voucher email on the date the customer has specified which allows them to keep the surprise until the last minute!

Once done, you can select 'Add item'.

If you would like you have the option to enter in a 'Custom voucher code'. If you would prefer Trybe to generate the code for you instead, you can just leave this blank!

You can also enter a 'Custom message' here that will be displayed on the voucher email and the PDF attached.

Then 'Confirm' the order and take the payment for the voucher.

After you have added the voucher to the order if you then want to:

Add or edit a custom message you can do this by selecting the three dots > Edit message > here you can then edit the message > update.
Add or edit the gift voucher email date you can do this by selecting the three dots > Add/Edit delivery date > here you can edit the date > update.

The voucher is not automatically sent to the recipient so once you have taken the payment from the client you can then send the voucher to the Recipient. To do this select the three dots on the voucher item and select 'Send' next to the voucher. It will then pop up with the Recipient name and email so you can change this before you select 'Send' again.

If you have scheduled a certain date for your recipient to receive the email, make sure to double-check the date selected before sending out the gift voucher email.

The voucher expiry and delivery date are shown on the voucher item itself as shown in the third screenshot. Your guest will also receive their expiry in the email that is sent out.

If your guest wants to print its voucher, they will be able to do it as a PDF will be attached to their email.

How to purchase a Voucher type?

How to purchase a Voucher type?