Introduction

When using the new Owner, Animal, and Reservation Details view, there are several elements to take advantage of on the page, including headers, quick navigation, and quick actions.

Headers

When opening an owner, animal, or reservation, you will notice expandable headers at the top of the window. These headers give you a bird’s eye view of the entire family including the owner name, animal names and icons, and reservations that you have opened.

Different Types of content are indicated in the follow ways:

1. Owners are indicated by a blue header
   
   
2. Animals are indicated by a green header.
   
   
3. Deactivated Animals are indicated by a red header.
   
   
4. Reservations are indicated by an orange header.

Important: Families with multiple pets will stack in the animal header section.

Quick Navigation

You can quickly navigate to any piece of information for a family by expanding a header section and clicking on the type of content you want to view.

1. To expand a header, select the arrow icon to the right of header section.
   
   
2. From there you can select any item to immediately scroll to it.  

Tip: Use the quick navigation links to quickly jump between pieces of information.

Quick Actions

You can access quick actions for an owner, animal, or reservation by clicking the action menu button in the header section or in the title header of the content.

For Owners, you can:

• Edit Profile
• Upload Files
• Print Record
• Create a New Reservation
• Create a New Appointment

For Animals, you can:

• Edit Profile
• Create a New Reservation
• Create a New Appointment
• Open the animal’s Appointment Card (this can be done from the animal’s content title header).

For Reservations, you can:

• Edit Reservation
• Print Run Card
• Manage Lodgings
• Send New Reservation Email
• Send Ready For Pick Up/Check Out Email
• Send Check Out Survey Email
• View Estimate/Receipt
• Cancel Reservation
• Delete Reservation

Collapsing and Dismissing Content

As you work in the new details view, you may have content open that you no longer need to view and can collapse or dismiss it.

• You can collapse content by clicking the arrow icon next to the item you want to collapse. This will close the details of the item but will leave it present for you to reopen.
  
  
• You can dismiss content by clicking the x icon next to the item that you want to dismiss. This will remove the item from the details view. You can always reopen it later.

Important: You can completely dismiss the details view by clicking the x icon in the owner header in the top right-hand corner of the screen to return to where you were in Gingr.

Related Resources

• Owner, Animal, and Reservations Detail Pages Topic Outline
• Enable Owner, Animal, and Reservations Details View How-To
• Customize Owner, Animal, and Reservations Details View How-To