Summary

Gingr PreCheck works like checking in before a flight. Pet parents fill out a detailed check-in form before they arrive. This reduces errors and saves time at the front desk. You can customize the form with fields from the Owner Form, Animal Form, and Reservation Form.

For example, owners can enter their pet's belongings, additional services, and contact information ahead of time. Clients can also add services while they fill out the form, which helps you upsell with little effort.

Note: Any information entered on the Gingr PreCheck Form updates the Owner or Animal profiles and the Reservation Details.

Before You Begin

• Gingr PreCheck is available only with Customer Portal 2.0.
• All admin users can open the admin page for these settings. Admin users can also give this page to other user groups. Non-admin users with access can make edits that affect all locations in the app. See User Groups and Permissions.
• Think about the questions you want to ask customers. Decide which are required, and whether staff, customers in the Customer Portal, or both must fill them out.

Steps

1. Go to Left-hand Navigation: Admin » Customer Portal » Gingr PreCheck.

2. Select +Create PreCheck Form.

   

3. Set up your form using the settings below.

   

PreCheck Form Settings

• Label: Give your form a unique name so it is easy to find. Think about which reservation types you will attach to this form.
• Status: Activate or deactivate the form.
• Select Location(s): If you have more than one location, choose which locations can use this form.
• Select Reservation Type(s): If the form applies to more than one reservation type, add them here.
• Select Upsell Additional Services: Optionally choose last-minute services to offer clients during PreCheck. Adding a service does not send the reservation back to the requested status for staff approval.
• Require Staff to Confirm PreCheck Details: If you turn this on, staff must enter their initials to finish check-in for a reservation this form applies to.
• Show Reservation Type Check-In Questions to Customers: If you turn this on, customers answer any check-in questions set for the reservation types in the form. You set Check-In Questions in Left-hand Navigation: Admin » Reservation Types & Services Configuration.
• Allow Customer to Add Belongings: If you turn this on, customers describe and take photos of the belongings they plan to bring. This uses Gingr's belongings feature. You edit belonging options in Left-hand Navigation: Admin » Belongings. See Reservation Belongings.
• Show PreCheck form at Check-in: If you turn this on, employees see the form when they check in the pet.
• Require Customer Signature: If you turn this on, the pet parent must give a digital signature at check-in.
• Email/SMS PreCheck Reminder Minutes before start: Enter how many minutes before the reservation start time to remind the customer to complete the form. The number cannot be less than 1440 minutes (24 hours). You manage PreCheck email and SMS in Left-hand Navigation: Admin » System Email or Admin » System SMS.
• Check-in Instructions: This text shows on the submission screen after the customer completes the form.
• Banner Photo: Optionally add a banner photo that pet parents see during PreCheck. Accepted formats are JPG, JPEG, PNG, GIF, and SVG. Recommended ratios are 16:9, 4:3, or 3:1.
• Select Fields to Add to PreCheck: Choose which existing fields from your Owner Form, Animal Form, and Reservation Form to include. Use the toggles to turn on the fields you want.

Video Tutorial

Related Articles

• Set Up Forms Topic Outline
• Form Types Reference
• Duplicate an Existing Gingr PreCheck Form How-To