Update Booking Categories (How-To)

Article Details

Summary

Booking Categories group your Reservation Types by core purpose: Daycare, Boarding, Grooming, Private Training, Evaluations, Group Training, Board & Train, and Other. If your reservation types were already set up in Gingr, they all start under the Unassigned category on the new page.

You must assign Booking Categories for services to show on the Customer Portal. Reservation types in the "Unassigned" category do not show on the portal.

Steps

Assign Reservation Types to Categories

  1. Go to Admin > Reservation Types and Services Configuration.
  2. Select Manage Categories.

    Reservation Types and Services Configuration page with Manage Categories button.

  3. In the Assignable Items section on the left, drag and drop each reservation type into its Booking Category on the right.

    Reservation types being dragged into Booking Categories.

After you assign all your Reservation Types, they show under each category on the Reservation Types and Services Configuration page.

Reservation types listed under their Booking Categories.

Assign Services and Service Options

You can also assign Services and Service Options to Booking Categories. This organizes them by the department most likely to do them. It also helps with organization and reporting. Gingr uses these categories to filter data in some reports and in the Facility Calendar.

  1. Go to Admin » Reservation Types and Services Configuration.
  2. Select Manage Categories.
  3. In the Assignable Items section on the left, choose Services or Service Options.
  4. Drag and drop each item into its Booking Category on the right.

    Services being dragged into Booking Categories.

Edit Category Descriptions

The Edit Category Description button lets you customize the description that shows in the Customer Portal for each booking category. This gives customers clear information during booking.

  1. Go to Admin » Reservation Types & Services Configuration.
  2. Select Edit Category Description.

    Edit Category Description button.

  3. In the window that lists all booking categories, enter a description in the text box for each category.
  4. Select Save.

    Edit Category Description window with a text box for each category.

The descriptions show beneath the category name when a pet parent creates a new booking. This helps customers pick the right option. For example:

  • Daycare Description: "Daycare is a supervised play environment for dogs. Evaluations may be required before your pet can attend."
  • Evaluation Description: "A one-time session to assess your dog's suitability for daycare or boarding services."

Customer Portal booking page showing category descriptions.

Important:

  • Changes here update system-wide across your Customer Portal.
  • If you enter no description, the category shows without extra text.
  • Keep descriptions short.

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