Send Report Cards (How-To)

Article Details

Summary

You can send report cards by email or SMS from the Report Cards page, the Reservation Details page, or the Animal Details page. See Report Cards.

Steps

Send from the Report Cards Page

This page shows sent and unsent report cards for reservations not yet checked out and for reservations checked out in the last 7 days. Find older report cards on the Reservation Details or Animal Details pages.

  1. Go to Left-hand Navigation: Report Cards » View Report Cards.
  2. In Unsent Report Cards, select the grey arrow icon next to a report card.
  3. Select Email or SMS.

    Report cards management interface screenshot

To send all unsent report cards at once, select Send All via Email or Send All via SMS.

Sent report cards move to Sent Report Cards. There you can view, edit, or resend a report card and see when it was last sent and last edited.

Send from the Reservation Details Page

  1. Open the Reservation Details page.
  2. On the Details tab, find the Report Cards section at the bottom left.
  3. Select Action, then select Email or SMS.

    Dropdown menu with email and SMS options.

Send from the Animal Details Page

  1. Open the Animal Details page.
  2. Select the Report Cards tab. It shows all report cards for this animal.
  3. Select Send via Email or Send via SMS.

    Pet report card interface with options.

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