Summary

Customize your owner form to ask pet parents for all the information you need.

Before You Begin

• Forms are highly customizable. You can add many types of fields and requirements to capture the information that matters to your business.
• This form comes with opt-out options for customer communication. Follow CAN-SPAM regulations and your state's electronic communication laws before you change these fields. Removing these fields does not stop a customer from opting out of communications.
• Think about the questions you want to ask customers for the pet parent profile. Decide which are required. Decide if staff, customers on the customer portal, or both must fill them out. Decide if customers who register on the customer portal should fill them out.
• You can use fields from your Owner Form to fill in your Gingr PreCheck form. See Gingr PreCheck.

Steps

1. Go to Left-hand Navigation: Admin » Owners » Owner Form.
2. Review the fields already on the form. Notice these things:
   • Some fields are system fields. Never remove them.
   • Some fields are required for business. Employees must complete them.
   • Some fields are required for customer. Pet parents on the customer portal must complete them.
   • Some fields are business only. Customers on the customer portal cannot see them.
   • Some fields are customer only. Employees cannot see them.
   • The toolbox on the right side of the screen is what you use to customize the form.
3. To delete a field you do not want, hover over it and select the trash can icon. If you delete a field, you lose any information already entered in it on owner profiles.
4. To add a field for a question you do want to ask, choose a field type from the toolbox. The toolbox has many field types, such as a single line, a paragraph, an email field, or a number slider. Adding a field only adds that type of field. You must edit it to ask for the information you need.
5. Hover over a field you added and select the edit icon. Fill in these settings:
   • Display Label: Enter the title of the field or the question.
   • Display Description: Optionally enter a description to clarify what you are asking for.
   • Field Name: Do not edit this field.
   • Hide on Customer Registration Form: Select this box to hide the field from new customers who fill out the form for the first time.
   • Who is required to complete this field?: Select who must complete it.
   • Who can see/edit this field?: Select who can see it.
   • Which reservation type(s) is this field used for: Select the reservation types that require this field when customers submit reservation requests from the customer portal.
   • Tags: Select where you want this field's information to show.
6. Save your changes to the field.
7. Review and edit the settings of the other fields on the form.
8. Drag and drop fields to reorder them.
9. Select Save at the bottom of the page.

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