Resource library

Free resources for your gift certificate program

Downloadable checklists, worksheets, email templates, and social captions — all distilled from the guides on this site. Drop your email to get the bundle.

Checklist PDF • 1 page

Gift Certificate Launch Checklist

A printable checklist covering format, denominations, fulfillment, redemption tracking, policy, promotion, and reporting. Adapted from the How to Sell Gift Certificates guide.

📝 Worksheet PDF • 2 pages

Gift Certificate Policy Worksheet

A worksheet that walks you through the eight clauses of a complete gift certificate policy: redemption, expiration, fees, lost/stolen, cash redemption, combinability, gratuity, and transferability.

🗓️ Calendar PDF • 2 pages

Holiday Gift Certificate Campaign Planner

A planning template for your end-of-year gifting season: pre-Thanksgiving teaser, Black Friday, Small Business Saturday, first-of-December push, mid-December last-call, and post-holiday redemption nudge.

📧 Email Templates PDF • 4 pages

Gift Certificate Email Templates

Six fully written email templates: holiday teaser, Small Business Saturday, December gift guide, last-call, digital-only push, and post-holiday redemption nudge.

📱 Social Captions PDF • 2 pages

Gift Certificate Social Captions

Twelve captions split across the holiday window, Valentine's Day, Mother's Day, and Father's Day — ready to drop in with your own image and CTA.

📦 PDF Pack PDF • 6 templates

Gift Certificate Template Pack

A bundle of printable templates for restaurants, salons, spas, photographers, fitness studios, and pet groomers. Use as starting points for your own branding.

Get the full resource bundle.

One short email and we'll send you the full bundle — checklists, worksheets, the campaign planner, six email templates, and the printable template pack.