Nothing needs to be done to "turn on" the report card feature. Report cards that have been created during a pet's stay are automatically linked in a customer's Checkout Email or can be sent via email or SMS (text message) any time before checkout from the View Report Cards page.

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

Important: Report cards will not be sent via email or SMS when the global SMS and global email settings are disabled. Check these settings under Left-hand Navigation: Admin » System Email and Left-hand Navigation: Admin » System SMS.

Before You Begin

• To be sure customers are receiving checkout emails, go to Left-hand Navigation: Admin » System Email and make sure that the Send checkout email is enabled. 
  
  
• To be sure customers are receiving texts, go to Left-hand Navigation: Admin » System SMSand or Send checkout SMS is enabled. 
  
  
• Report cards are available on the customer portal once the pet's reservation has been checked out.
  
  
• Photo/Video uploads on Report Cards are limited to a maximum of 2048 MB.
  
  
• The only fields which cannot be customized are Choose a Reservation and Attach Pictures/Video.
  
  
• The Friends field will always appear on your report card form, but you can customize its name.

Text Input

Text Input creates free-type response fields that allow the user to type on a single line (max 255 characters), with no text editing options, like this:

1. Navigate to Left-hand Navigation: Admin » Report Card Settings.
   
   
2. Select the Report Card Form tab to view the form. 
   
   
3. To add a text question, click Text Input in the Toolbox and the new field will appear at the bottom of the form.
   
   
   
4. To edit the question's placeholder name, click the pencil icon that appears when hovering over the field.
   
   
   
5. Enter your preferred name for the field.
   
   
6. Select Save.

Multi-Line Input

Tags

Tag fields create drop-down menus in which the user can select multiple options. Users can also type into these fields to find the options they wish to select.

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

3. To add a Tags field, click Tags in the Toolbox and the new field will appear at the bottom of the form.
   
   
   

4. To edit the field's placeholder name and options, click the pencil icon that appears when hovering over the field.

   • To add new options, click the green + button.
     
     

   • To delete options, click the red - button. 
     
     

   • Ignore the Default checkboxes. They will not work.
     
     
     

Dropdown Menu

Create drop-down menus that the user can select only one option. They can also type into the field to find the option they wish to select.

1. Navigate to Left-hand Navigation: Admin » Report Card Settings.
   
   
2. Select the Report Card Form tab to view the form. 
   
   
3. To add a Dropdown field, click Dropdown in the Toolbox and the new field will appear at the bottom of the form.
   
   
   

4. To edit the field's placeholder name and options, click the pencil icon that appears when hovering over the field.

   • To add new options, click the green + button.
     
     

   • To delete options, click the red - button
     . 

   • Ignore the Default checkboxes. They will not work.
     

     

Related Resources

• Forms Topic Outline
• Set Up Forms Topic Outline
• Edit Forms Topic Outline
• Form Types Reference
• Set Up Liability Agreements How-To
• Set Up the Animal Form How-To
• Set Up the Owner Form How-To
• Set Up the Incident Report Form How-To
• Set Up the Reservation Form How-To
• Set Up Gingr PreCheck Forms How-To
• Duplicate an Existing Gingr PreCheck Form How-To
• Report Card Settings Reference