Summary

You do not need to turn on the report card feature. Gingr links report cards created during a pet's stay in the customer's Checkout Email. You can also send them by email or SMS (text message) any time before checkout from the View Report Cards page.

Your app comes with some questions already set up. You can customize them and create new ones. You can use four question types on your report cards: text input, multi-line input, tags, and dropdown menus.

Important: Gingr does not send report cards by email or SMS if the global SMS and global email settings are off. Check these in Left-hand Navigation: Admin » System Email and Left-hand Navigation: Admin » System SMS.

Before You Begin

• To make sure customers get checkout emails, go to Left-hand Navigation: Admin » System Email and turn on Send checkout email.
• To make sure customers get texts, go to Left-hand Navigation: Admin » System SMS and turn on Send checkout SMS.
• Report cards are available in the Customer Portal after the pet's reservation is checked out.
• Photo and video uploads on Report Cards are limited to 2048 MB.
• You cannot customize two fields: Choose a Reservation and Attach Pictures/Video.
• The Friends field always shows on your report card form, but you can change its name.

Steps

Add a Text Input Question

Text Input creates a free-type response field for a single line (up to 255 characters) with no text editing options.

1. Go to Left-hand Navigation: Admin » Report Card Settings.
2. Select the Report Card Form tab.

3. Select Text Input in the Toolbox. The new field shows at the bottom of the form.

   

4. Hover over the field and select the pencil icon.

   

5. Enter a name for the field.
6. Select Save.

Add a Multi-Line Input Question

Multi-line input creates a free-type response field for paragraphs, with text editing options.

1. Go to Left-hand Navigation: Admin » Report Card Settings.
2. Select the Report Card Form tab.

3. Select Multi-Line Input in the Toolbox. The new field shows at the bottom of the form.

   

4. Hover over the field and select the pencil icon.
5. Enter a name for the field.
6. Select Save.

Add a Tags Question

Tag fields create dropdown menus where the user can pick more than one option. Users can also type in the field to find the options they want.

1. Go to Left-hand Navigation: Admin » Report Card Settings.
2. Select the Report Card Form tab.

3. Select Tags in the Toolbox. The new field shows at the bottom of the form.

   

4. Hover over the field and select the pencil icon.
5. Edit the field's name and options. Select the green + button to add an option. Select the red - button to delete an option.

Ignore the Default checkboxes. They do not work.

Add a Dropdown Menu Question

Dropdown menus let the user pick only one option. Users can also type in the field to find the option they want.

1. Go to Left-hand Navigation: Admin » Report Card Settings.
2. Select the Report Card Form tab.

3. Select Dropdown in the Toolbox. The new field shows at the bottom of the form.

   

4. Hover over the field and select the pencil icon.
5. Edit the field's name and options. Select the green + button to add an option. Select the red - button to delete an option.

Ignore the Default checkboxes. They do not work.

Related Articles

• Set Up Forms Topic Outline
• Form Types Reference
• Report Card Settings Reference