Create a New Reservation (How-To)

Article Details

Within Gingr, every time a pet is checked in and out, this is considered a reservation. Reservations sometimes have additional services and there are several details you will need to review while booking. Depending on the type of additional service you need to add, if these are booked with a specialist, you can instead visit our article on Scheduling an Appointment and book from the New Appointment page. 

 

Create a New Reservation

Tip:  View the Field Guide or Video Tutorial below for additional assistance with filling out the Details Tab.

  1. Navigate to the New Reservation page.

    • From the Left Navigation: Under the clock icon is an option for New Reservation.

      Screenshot 2024-07-19 at 11.02.09 AM.png

    • From the Search Bar Results

      Screenshot 2024-07-19 at 11.02.57 AM.png

    • From the Full Search Results Page: When searching, hit Enter/Return on your keyboard to navigate to the Search Page with full results. Click the Actions Menu to select +New Reservation.

      Screenshot 2024-07-19 at 11.06.58 AM.png

    • From the Animal Profile Page

      Screenshot 2024-07-19 at 11.08.31 AM.png

    • From the Owner Profile Page

      Screenshot 2024-07-19 at 11.09.13 AM.png

  2. Select the Location for the Reservation.

  3. Select the Reservation Type.

  4. Enter the Pet that you would like to book.

    Tip: 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 desired additional services or other add-ons to the reservation. You can add as many additional services as needed. Find more information on Additional Services here.

    Screenshot 2024-07-19 at 11.31.56 AM.png

    Important: Services with the green checkmark are Default Services for this reservation type, meaning they are automatically added to the reservation at the specified frequency.

  7. Review the Lodging Tab.

    • Gingr will automatically choose a Lodging if the lodging has a weight capacity set for it and the pet's weight is set, or if the lodging has a number of pet capacity set up. You can keep the automatic assignment or update them.

    • For more information on assigning lodgings, please see our article about Assigning Lodgings to Reservations.

      Screenshot 2024-07-19 at 12.23.17 PM.png

  8. Add any Notes that you would like staff to see for this reservation. This section can be customized using the Reservation Form.

    Screenshot 2024-07-19 at 2.06.07 PM.png

  9. Optionally, select the Estimate tab to generate an estimate.

    Tip:  An estimate can also be emailed from this page by clicking on the Paper Airplane Icon.Screenshot 2024-07-22 at 1.56.24 PM.png

  10. Review the Deposits tab if your app is configured to collect deposits for the selected date(s) and reservation type.

    • This section will be pre-populated based on your settings.

    • You can customize this amount at any time, including after the reservation is saved.

      Screenshot 2024-07-23 at 12.25.25 PM.png

  11. Click Save to complete booking the reservation. If the reservation saves successfully, you will be sent back to the New Reservations page and you will receive a green success message and a link to the reservation details page.

    Screenshot 2024-07-23 at 12.33.52 PM.png

  12. If a deposit was applied, you will be prompted to collect it at this time.

    Screenshot 2024-07-23 at 3.48.40 PM.png

 

Video Tutorial

 

Details Tab Field Guide

Setting Description Helpful Hint
Location

The selected location determines the services that will display.

If your facility has multiple locations, be careful to choose the correct one. 
Type Use the drop-down menu to choose the Reservation Type Reservation types are controlled from the Reservation Types and Services Configuration page. For more information please see our article on Creating Reservation Types.
Pet Enter the pet you would like to book. You can book multiple pets from the same family if they are booking the same reservation type for the same start and end dates/times. 

Icons, total reservation count, and photos are displayed in the search bar.

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

Confirm Reservation? Select this box if you want to confirm the reservation now. If selected, Gingr will not require the customer to confirm this reservation in the future.

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

Optionally, you can have the system automatically check this box from the System Email Admin page.

Wait List? Select this box to add the reservation to the Wait List. For more information please see our article on Using the Wait List.

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

You may also be prompted to add to the waitlist if the pet has expired immunizations, unsigned agreements, or other capacity restrictions. 

Start/ End Dates & Times Enter the Start and End dates and times of the reservation. The available times are dictated by the default start and end times in your app, as well as the Hours of Operation settings that are set up for this reservation type. 

The Override hours? button will appear if you have the user permission "can override hours of operation." This will allow you to book times outside of your hours of operation, but not outside of your default times.

Intervals, or how frequently the times display, are controlled from the Reservation Types and Services Configuration page for each reservation type.

Add Recurring Dates Clicking this button displays a drop-down where you can set up reservations on a repeating schedule. 

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

For more information please see our article on Making Recurring Reservations.

Add Another Reservation Click this button to add additional dates and times. The Details of the reservation (Location, Reservation Type, & Pet) must remain the same. If you need to add services to each reservation, you will need to add the service for each date.

 

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