Add New Fields (How-To)

Summary

Many forms in Gingr come with useful fields. You can customize them to decide what information you collect about customers and pets. The Animal and Owner forms are used most. You can set where each field shows in your app, whether customers or employees must fill it in, how the form is organized, and more.

You can open five main forms from Left-hand Navigation: Admin:

  • Owner Form
  • Animal Form
  • Reservation Form
  • Leads Form
  • Gingr PreCheck

Before You Begin

Warning: If you delete a field, all data entered in that field on existing Owner and Animal profiles is deleted and cannot be recovered.

  • To save changes, scroll to the bottom of the form and select Save.
  • If you add information to a field and then edit the field name, Gingr removes the information already entered.
  • If you want to use a field type but do not understand its settings, set the field to Business Form Only and try the other settings. If you get stuck, contact support.

Steps

  1. Go to Left-hand Navigation: Admin and select the form you want to edit.
  2. Select the type of field to add in the Toolbox. New fields show at the bottom of the form.

    Toolbox with field types to add to the form.

  3. Scroll down to the new field.
  4. Drag the field to the spot you want on the form.
  5. Edit the field as needed.
  6. Select Save at the bottom of the form.

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