Go Live Checklist (Reference)

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Introduction

We are excited that you are getting ready to start using Gingr for live business! There are a few things to make sure you have completed before processing live transactions. Below you'll find all of the information you'll need to ensure that you are ready to go live.

 

Important: Once you have finished all the items on your Setup Dashboard it is important to test the functionality of your Gingr app. We want to ensure that everything is working and calculating properly prior to tracking real-time reservations and transactions.

 

Before You Begin

Warning: It is imperative that your facility completes price verification prior to going live and anytime pricing or pricing rules are updated. Gingr cannot be held liable for instances of incorrectly charging customers. If something is incorrect please reach out to your Onboarding Specialist or Customer Support immediately. 

 

Checklist at a Glance

  1. Test your app
  2. Train your staff
  3. Configure credit card processing
  4. Import Data
  5. Verify Accuracy of Imported Data
  6. Manage Imported Reservations
  7. Manually add new data.
  8. Optional: Enable communication settings.
  9. Optional: Introduce your customers.
  10. Go live.

 

Test Your App

Once you have finished all the items on your Setup Dashboard it is important to test the functionality of your Gingr app. We want to ensure that everything is working and calculating properly prior to tracking real-time reservations and transactions.

 

Train Your Staff

  1. Review training videos
  2. Get comfortable with completing all actions relevant to your business. 

This is, of course, necessary for helping your staff get used to using the system. This includes things like checking in/out, refunding reservations, taking payment, editing reservations, etc. This will also serve as an opportunity to find any system errors or confusion with the functionality of your app. If you feel like your staff is comfortable using the system, then you're good to go here as well!

 

Configure Credit Card Processing 

If you have not started this process already please do so as soon as possible! While Merchant ID's are typically issued within 24 hours of completing your application, the terminal will take approximately 7-10 days to arrive. 

  1. Learn more about Credit Card Processing

  2. Submit Credit Card Application

Once you have received your Merchant ID and terminal from CardConnect you will need to complete a small amount of configuration in Gingr and power up your terminal. If you did not do so during the testing checklist portion we recommend you run a transaction for $.01 to ensure everything is ready to go! 

  1. Complete PCI Compliance Questionnaire

  2. Configure Gingr

Import Data

Data imports are only done once steps 1, 2 and 3 are completed. Before getting started, we ask that you please review and sign the data import agreement. The agreement outlines the expectations you should have before starting the process.

There will be a link at the bottom of each option for signing the agreement. Once signed, you receive an email with the attached template or instructions for uploading a data file depending on which option you choose.
 
Need more information before deciding which option to go with? Head over to Left-hand Navigation: Admin >> Data Import Options to learn more.

Verify Accuracy of Imported Data

Please inspect the data that was imported for any potential errors. If errors are discovered, be sure to contact your Data Import Specialist immediately.

Manage Imported Reservations

If your import included reservations, you may need to accept or confirm them from the dashboard, depending on your settings.

  • Requested Section: These are all of the reservations that were imported that are appointment based and need to have a specialist assigned, or need to have a lodging assigned will show up here. They will need to be accepted and/or confirmed. Please note that additional services like treats and playtimes will need to be added to reservations post-import.

  • Unconfirmed Section: If the default manual confirm System-Wide Setting is set to no/off, all other reservations will appear here and will need to be confirmed.

 

Manually Add New Data

During the import period, you should have been manually logging any new data that you collected since submitting your data files to our team.

Since this data was not included in the data files that were submitted to our team, it will not be imported. Therefore, it will need to be manually added into the app. 

This data includes:

  • New reservations or appointments

  • Edited reservations or appointments

  • Canceled reservations or appointments

  • New owners or animals

  • Edited owner or animal information

  • Updated vaccinations

  • New deposits paid

  • New store credit

  • Used store credit

  • New open balances or debits

  • Paid open balances or debits

  • New packages purchased

  • Used package credits

Enable Communication Settings (Optional)

Once your data import is finished, it's time to turn on your global email and SMS settings so that your customers can start being contacted through Gingr.
 
 

Introduce Your Customers (Optional)

Some facilities hope to inform their customers about Gingr and encourage them to login, update their profile information, and introduce them to their new scheduling system. You can send a mass email to all customers in your app utilizing our Marketing Campaign feature. 

 

Go Live

You should be just about ready to start using Gingr for live business. There's no magic button or switch to flip, but if you have completed the above steps you should be good to go! Be sure to reach out to your Onboarding Specialist if you have questions about any of these final tasks.

Related Resources

 

 

 

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