Overview: What are we talking about?
Similar to checking in before a flight, Gingr PreCheck allows pet parents to complete a detailed check-in form before arrival, reducing errors and saving time at the front desk with a streamlined check-in experience.
Gingr PreCheck is designed for facilities to save time during the check-in process. For example, owners could fill out their animal's belongings, additional services, and contact information beforehand, instead of facility staff having to go through this during check-in. With the ability for clients to add additional services while filling out the Gingr PreCheck form, this allows businesses to easily upsell more services to clients with minimal effort.
This article includes:
- Video Tutorial
- Setting up the Gingr PreCheck Form
- Customize Gingr PreCheck Email and/or SMS Communications
- Completing a Gingr PreCheck Form as a Pet Parent
- Checking In a Pet with a Gingr PreCheck Form
- Reviewing the Gingr PreCheck Form After Check In
- Navigating Gingr PreCheck Notifications
- Setting Up a Gingr PreCheck Form
- PreCheck Forms Report
- PreCheck Services Report
- Checking Pets In
- Customer Portal Overview (Customer Portal 2.0)
- Using the Customer Portal
- Customizing Form Fields
Helpful Hints: Before you begin.
- Gingr PreCheck is only available with Customer Portal 2.0.
- All admin users have access to the admin page controlling these settings. Additionally, admin users are able to delegate this particular admin page to other user groups. Non-admin users with access to this page will be able to make edits that affect all locations in the app. For more information see our article on User Groups and Permissions.
How to: Set Up the Gingr PreCheck Form
The Gingr PreCheck form is created by pulling fields from other forms in Gingr. You can start creating a Gingr PreCheck form by going to Left-hand Navigation: Admin » Customer Portal » Gingr PreCheck.
On this page, click "Create PreCheck Form." Each form can be fully customized based on the specific business needs.
Here you'll configure which specific fields should appear on the form, when pet parents should be prompted to complete the form, which reservation type(s) it applies to, and more. You can set up different Gingr PreCheck forms based on reservation type in case you require customers to fill out different information or offer different services for various reservation types.
Please see Setting Up the Gingr PreCheck Form for more detailed information on how to set up Gingr PreCheck forms.
How to: Customize Gingr PreCheck Email and/or SMS Communications
Businesses have the ability to customize the email and/or SMS communications templates that pet parents receive for related Gingr PreCheck forms.
For email, this can be managed under Left-hand Navigation: Admin » System Email. For more information reference our help article on System Email.
For SMS, this can be managed under Left-hand Navigation: Admin » System SMS. For more information reference our help article on System SMS.
- Start Gingr PreCheck: Initial notification to pet parent that there is a Gingr PreCheck form available to fill out.
- PreCheck Form Reminder: Reminder to pet parents when a Gingr PreCheck form has been sent but has not been completed yet.
- PreCheck Form Edited: Confirmation sent to pet parent when they have modified information on a previously submitted Gingr PreCheck form.
Once the PreCheck Email is configured, you can send it manually on top of the automatic messages that send. You can do this by going to the client's or pet's profile and clicking the reservation name under the type column. You then would click on the envelop icon in the top right hand corner and select Send Gingr PreCheck Email from the drop down.
How to: Complete a Gingr PreCheck Form as a Pet Parent
When a pet parent has a reservation with a Gingr PreCheck form configured to send, they will receive an email and/or SMS message that notifies them that they have a Gingr PreCheck form to fill out. This will contain a link that will direct the pet parent to Customer Portal 2.0 so that they can fill out and submit the Gingr PreCheck form.
For ease of use, basic client and pet details are pre-populated for pet parents to confirm and update if needed. Clients will fill out all of the fields as configured by the business and then submit.
Once the form is filled out, the pet parent will be able to access the form via the Customer Portal's notification center in case any edits need to be made prior to arrival. They can also click the "I'M HERE" button when they arrive at the facility for check-in. Once their pet is checked in, the pet parent will no longer have access to edit the form.
If there is more than one pet on a reservation, each pet will have a separate Gingr PreCheck form.
Please see Using the Customer Portal (Customer Portal 2.0) for more detailed information on this process.
How to: Check In a Pet with a Gingr PreCheck Form
When a pet parent arrives at the facility on the day of check-in and selects the "I'M HERE" button on the Gingr PreCheck form, the business will be notified in the expected tab on the Dashboard. The pet parent's reservation will be highlighted in yellow and moved to the top of the list of pets in the expected tab.
*Important: The "I'M HERE" button triggered yellow highlight works when the Pet Parent's Location is the same one as the PreCheck Reservation. If a Pet Parent at a multi-location app has a reservation for a location other than their 'home location', the yellow dashboard highlight triggered by the "I'M HERE" button on the PreCheck form won't function.
If enabled, a notification will also go to the bell icon in the top right hand corner of the Gingr app. It will be under the Customer Arrival notification section. Please see App Notifications for more details.
You can then click the checkmark icon to the left of the highlighted reservation. This will bring you to a pop-up screen where you can review the client's Gingr PreCheck form and make any final changes as needed. Once all details are confirmed, click the complete check-in button to finish the check-in process.
Please see Checking Pets In for more detailed information on completing a check-in using a Gingr PreCheck form.
How to: Review a Gingr PreCheck Form After Check In
After a pet is checked in, you can view their Gingr PreCheck Form history by going to their Reservation Details > Additional Details > PreCheck Form History.
This serves as a historical record of what was listed on the PreCheck form. The section(s) titled Gingr PreCheck Customer Portal Submission will show the original submission of the PreCheck form made by the pet parent. There may be multiple entries with this title, this means the pet parent has edited the PreCheck form before the reservation was checked in. Each entry shown in the Additional Details Section will show what was submitted at the time of that specific entry.
The Gingr PreCheck Business Portal Staff Check-In Submission section is for what was submitted on the PreCheck Form after the business end reviewed and made any changes to the form as needed at check in.
Please see Viewing Reservation Details for more information.
How to: Navigate Gingr PreCheck Notifications
When enabled, there will be a notification sent to your notification center when a PreCheck Form is completed, edited by the customer, or edited by the business. These notifications can be configured for various groups to receive it or to not receive it via Left-hand Navigation: Reports & More » Groups » Notification: Gingr PreCheck Form Edited and Notification: Gingr PreCheck Form Submitted.
Gingr PreCheck Notifications can be reviewed by clicking on the bell icon in the top right-hand corner and going to the Edited Gingr PreCheck Form section. You then can click on the notification and select the View PreCheck Form button. Any edited values will have a yellow highlight next to it.
Users can also be notified when a pet parent selects the "I'm Here" button on a Gingr PreCheck form. This notification can be configured for various groups via Left-hand Navigation: Reports & More » Groups » Notification: Customer Arrival.