Create a New Reservation (How-To)

Article Details

Summary

In Gingr, every time a pet checks in and out, that is a reservation. Reservations can have additional services, and you review several details while you book. If you need to add a service booked with a specialist, see Scheduling an Appointment and book from the New Appointment page.

Tip: See the Details Tab Field Guide and the Video Tutorial below for help with the Details tab.

Steps

  1. Open the New Reservation page in one of these ways:
    • From the Left Navigation: Select New Reservation under the clock icon.

      Dashboard with reservation menu

    • From the Search Bar Results.

      Animal and owner details in a table.

    • From the Full Search Results Page: Search, then press Enter/Return to open the Search Page with full results. Select the Actions Menu, then +New Reservation.

      Pet reservation system interface.

    • From the Animal Profile Page.

      New reservation and appointment options.

    • From the Owner Profile Page.

      New Reservation and Appointment options

  2. Select the Location for the reservation.
  3. Select the Reservation Type.
  4. Enter the Pet you want to book. You can book multiple pets from the same family if the location, reservation type, and dates match.
  5. Select the Start and End dates and times.
  6. Add any additional services or other add-ons. You can add as many as you need. For more, see Additional Services.

    List of pet services with prices

    Important: Services with a green checkmark are Default Services for this reservation type. Gingr adds them to the reservation on its own at the set frequency.

  7. Review the Lodging Tab. Gingr picks a lodging on its own if the lodging has a weight capacity and the pet's weight is set, or if the lodging has a pet capacity. You can keep the automatic pick or change it. See Assigning Lodgings to Reservations.

    Kennel booking schedule with availability.

  8. Add any Notes you want staff to see for this reservation. You can customize this section with the Reservation Form.

    Admin reservation and business notes fields.

  9. Optional: Select the Estimate tab to generate an estimate.

    Tip: You can also email an estimate from this page. Select the Paper Airplane Icon.

    Boarding reservation estimate details.

  10. Review the Deposits tab if your app collects deposits for the dates and reservation type you picked. Gingr fills in this section from your settings. You can change the amount at any time, including after you save the reservation.

    Form with deposit amount entry field.

  11. Select Save. If the reservation saves, Gingr takes you back to the New Reservations page with a green success message and a link to the reservation details page.

    Reservation form interface screenshot.

  12. If you applied a deposit, Gingr asks you to collect it now.

    Deposit collection prompt with two options.

  13. If an Evaluation is required and not recorded, a warning window asks how you want to continue. Users can override and continue only if their user group has the Can Override Evaluation Requirement permission.

    Evaluation required warning pop-up with override option.

Video Tutorial

Details Tab Field Guide

Setting Description Helpful Hint
Location The location you pick decides which services show. If your facility has more than one location, choose the right one.
Type Use the drop-down menu to choose the Reservation Type. You manage reservation types on the Reservation Types and Services Configuration page. See Creating Reservation Types.
Pet Enter the pet you want to book. You can book multiple pets from the same family if they book the same reservation type for the same start and end dates and times.

The search bar shows icons, total reservation count, and photos.

A red shield icon by a pet's name means their immunization records are expired or missing.

Confirm Reservation? Check this box to confirm the reservation now. If you check it, Gingr does not ask the customer to confirm this reservation later.

Unconfirmed reservations show on the Unconfirmed tab of the dashboard, where you can send confirmation request emails.

You can have the system check this box on its own from the System Email Admin page.

Wait List? Check this box to add the reservation to the Wait List. See Using the Wait List.

If one or more days of the reservation are at capacity, you can add the reservation to the waitlist.

Gingr may also ask you to add it to the waitlist if the pet has expired immunizations, unsigned agreements, or other capacity limits.

Start/End Dates & Times Enter the start and end dates and times of the reservation. The available times depend on the default start and end times in your app and the Hours of Operation settings for this reservation type.

The Override hours? button shows if you have the "can override hours of operation" user permission. It lets you book times outside your hours of operation, but not outside your default times.

You control the intervals, or how often times show, on the Reservation Types and Services Configuration page for each reservation type.

Add Recurring Dates Select this button to show a drop-down where you can set up reservations on a repeating schedule.

If you need to add services to each reservation, add the service for each date.

See Making Recurring Reservations.

Add Another Reservation Select this button to add more dates and times. The reservation details (Location, Reservation Type, and Pet) must stay the same. If you need to add services to each reservation, add the service for each date.

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