Report cards can be sent at will via Email or SMS. This can be done from the main Reports Card page, the Reservation Details page, or from the Animal Details page. For more information, see our article on Report Cards.

From the Report Cards Tab

1. Navigate to Left-hand Navigation: Report Cards » View Report Cards.
   
   
2. This page shows sent and unsent report cards for reservations not yet checked out or reservations checked out in the last 7 days. Older report cards can be found on the Reservation Details or Animal Details pages (see below).
   
   
3. From the Unsent Report Cards section, click the grey arrow icon next to any report card. This will provide the option to send the report card via Email or SMS.
   
   
4. Once sent, report cards will show in the Sent Report Cards section. From here, you can view, edit, or resend the report card, as well as view a timestamp of when it was last sent and last edited.
   
   
5. You can send all unsent report cards at once by clicking Send All via Email or Send All via SMS.

From the Reservation Details Page

1. Navigate to the Reservation Details page.
   
   
2. From the Details tab, see the Report Cards section on the left-hand side at the bottom.
   
   
3. Click the Action button and click to send via Email or SMS.

From the Animal Details Page

1. Navigate to the Animal Details page.
   
   
2. From the Report Cards tab, view all report cards created for this animal.
   
   
3. Click the "Send via Email" or "Send via SMS" button.

Related Resources

• SMS Topic Outline
• Owner Communications Tab Topic Outline
• Close Invoices Topic Outline
• Remove Specialist Schedules How-To
• Customer Portal 2.0 Topic Outline