Summary

After you generate an estimate, you can view it from several places in Gingr: the Dashboard, the Reservation Details page, and Animal or Owner profiles.

Steps

View an Estimate from the Dashboard

1. Find the reservation on the Dashboard in any of the reservation sections.
2. Select the Actions button.
3. Select View Estimate.

   

View an Estimate from the Reservation Details Page

1. Find the reservation on the Dashboard in any of the reservation sections.
2. Select the Actions button.
3. Select View Reservation Details.

   

4. Select the Estimate $ button in the upper right.

   

View an Estimate from an Animal or Owner Page

The location selector on Owner Profile pages and their tabs is a multi-select field. It lets you view and manage records across one or more locations.

• The default selection is All Locations.
• When Restrict Users to Allowed Locations is disabled, all locations are selected.
• When Restrict Users to Allowed Locations is enabled, only your allowed locations are selected. Single-location users default to their assigned location.

This filter makes sure the data on all tabs (Reservations, Deposits, Invoices, Agreements, and Notes) matches the locations you select.

1. Go to the Animal or Owner page.
2. Select the Reservations tab.
3. Choose a Reservation from the list.
4. Select the Actions button.
5. Select View Estimate.

   

To view an estimate from the owner's profile:

1. Go to the Owner profile.
2. Select the Invoices tab.
3. Select the Estimates tab.

Let Customers View Estimates in the Customer Portal

1. Go to Left-hand Navigation: Admin » Customer Interaction Settings.
2. Find the setting in the table below and turn it on or off.

Related Articles

• Reservation Estimates Topic Outline
• Generate and Email an Estimate How-To
• Customize Text for Estimates How-To