Summary

The Go Live Checklist lists what to finish before you process live transactions in Gingr. When you complete every item on your Setup Dashboard, test your Gingr app. Make sure everything works and calculates correctly before you track real reservations and transactions.

Warning: Your facility must complete price verification before you go live and any time you update pricing or pricing rules. Gingr cannot be held liable for charging customers the wrong amount. If something is wrong, contact your Onboarding Specialist or Customer Support right away.

What This Does

Checklist at a Glance

1. Test your app.
2. Train your staff.
3. Configure credit card processing: Gingr Payments or CardConnect.
4. Import data.
5. Verify the accuracy of imported data.
6. Manage imported reservations.
7. Manually add new data.
8. Optional: Turn on communication settings.
9. Optional: Introduce your customers to Gingr.
10. Go live.

Test Your App

Test the functionality of your Gingr app. Check that everything works and calculates correctly before you track real reservations and transactions.

Train Your Staff

1. Review the training videos.
2. Practice every action that applies to your business.

Practice helps staff get used to the system. Practice checking in and out, refunding reservations, taking payment, and editing reservations. It also helps you find system errors or confusion. If your staff feels comfortable with the system, you are ready for this step.

Configure Credit Card Processing

If you have not started this step, start now. Merchant IDs are usually issued within 24 hours of a finished application. The terminal takes about 7 to 10 days to arrive.

1. Learn more about Credit Card Processing.
2. Submit the credit card application.

After you get your Merchant ID and terminal from CardConnect, set up Gingr and power up your terminal. If you did not do this during testing, run a $.01 transaction to make sure everything is ready.

1. Complete the PCI Compliance Questionnaire.
2. Configure Gingr.

Import Data

Import data only after you finish steps 1 to 3. Before you start, review and sign the data import agreement. It explains what to expect from the process.

Each option has a link at the bottom to sign the agreement. After you sign, you get an email with the template or instructions for uploading a data file, depending on the option you choose.

To learn more before you decide, go to Left-hand Navigation: Admin >> Data Import Options.

Verify the Accuracy of Imported Data

Check the imported data for errors. If you find errors, contact your Data Import Specialist right away.

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: Imported reservations that are appointment based, or that need a specialist or lodging assigned, show here. Accept or confirm them. Add additional services, such as treats and playtimes, to reservations after the import.
• Unconfirmed Section: If the default manual confirm System-Wide Setting is off, all other reservations show here. Confirm them.

Manually Add New Data

During the import period, you should log any new data you collect after you send your data files to our team. That data is not in the files, so it does not import. Add it to the app by hand. This data includes:

• New, edited, or canceled reservations or appointments
• New owners or animals
• Edited owner or animal information
• Updated vaccinations
• New deposits paid
• New or used store credit
• New or paid open balances or debits
• New packages purchased
• Used package credits

Turn On Communication Settings (Optional)

After your data import is done, turn on your global email and SMS settings so customers can start getting messages from Gingr.

Introduce Your Customers (Optional)

You can tell customers about Gingr and ask them to log in and update their profile information. Send a mass email to all customers with the Marketing Campaign feature.

Go Live

No button or switch turns on live business. When you finish the steps above, you are ready to start. Contact your Onboarding Specialist if you have questions about any final task.

Related Articles

• Go Live Topic Outline
• Price Verification Process
• Verify Accuracy of Imported Data How-To
• Manage Imported Reservations How-To
• Get Started with Gingr Payments Topic Outline
• Get Started with CardConnect Topic Outline