Summary

Staff and customers use the animal form to fill out an animal's profile. This article shows you how to customize the form so you ask for all the information you need about pets.

Before You Begin

• Forms are highly customizable. You can add many types of fields and requirements.
• Plan the questions you want to ask about customers' pets. Decide which are required, and who must answer them: staff, customers on the customer portal, or both. Decide if customers who are newly registering on the customer portal should answer them.
• Fields from your Animal Form can fill your Gingr PreCheck form. See Gingr PreCheck.

Steps

1. Go to Left-hand Navigation: Admin » Animal Form.
2. Review the fields already on the form:
   • System fields should never be removed.
   • Required for business fields must be completed by employees.
   • Required for customer fields must be completed by pet parents on the customer portal.
   • Business only fields are hidden from customers on the customer portal.
   • Customer only fields are hidden from employees.
   • The toolbox on the right side of the screen lets you customize the form.
3. Hover over any field you do not want and select the trash can icon to delete it. If you delete a field, you lose any information already entered in that field on owner profiles.
4. Add fields for the questions you want to ask. The toolbox has many field types, such as a single line, a paragraph, an email field, or a number slider. Adding a field adds only that type of field. You must customize it to ask for the information you need.
5. Hover over a field you added and select the edit icon.
6. Set these options:
   • Display Label: Enter the title of the field, or the question you want answered.
   • Display Description: Optionally describe the field to clarify what you ask for.
   • Field Name: Leave this as it is.
   • Hide on Customer Registration Form: Select this box to hide the field from newly registering customers who fill out the form for the first time.
   • Who is required to complete this field?: Select who must complete the field.
   • Who can see/edit this field?: Select who can see the field.
   • Which reservation type(s) is this field used for: Select the reservation types that require this field for customers who submit reservation requests from the customer portal.
   • Tags: Select where you want this field's information to show.
7. Select Save to save the field.
8. Review and edit the settings of the other fields on the form.
9. Drag and drop fields to reorder them.
10. Select Save at the bottom of the page.

Related Articles

• Forms Topic Outline
• Set Up Forms Topic Outline
• Form Types Reference