Set Up Private Lessons (How-To)

Article Details

Summary

Private lessons are 1-on-1 training appointments. In Gingr, additional services are services scheduled during a reservation. For example, an Obedience Lesson service scheduled during a Private Lesson reservation is an additional service. Private Lesson is the reservation type.

Steps

  1. Go to Left-hand Navigation: Admin » Reservation Types and Services Configuration.
  2. Find your Private Lessons reservation type.
  3. Select Manage Services.

    Reservation types and services configuration page

  4. Select Create a new Additional Service.
  5. Set the general settings. Use the Field Guide below.
  6. Select Create to save.

Field Guide

Setting Description Helpful Hint
Name The name that shows internally and on the Customer Portal.
Description A description to show to customers. This section can include pictures, tables, website links, and more.
Show on Customer Side When on, customers can see this service and add it to their reservation request from the customer portal. If off, the service reads (business only).
Is Taxed If on, Gingr applies tax to this service on invoices. Manage the tax rate and tax settings in bulk at Admin » Tax Settings.
Is Scheduled Turn this on for private lessons.
Duration Enter how long this service takes. You can edit the duration for each pet when you book. Enter the average duration as the placeholder.
Interval Enter how often start times show when you book an appointment. For example, with an interval of 30 minutes, you can book appointments at 9:00am, 9:30am, 10:00am, and so on.
Default Start Time Enter 0800 as a default. The assigned specialist schedule overrides this setting.
Limit service time selection for customers? When on, service time options show only between your business's open and close times. If off, they show at any time from 12:00am to 11:59pm. Do not turn this on for private lessons.
Remember last duration? If on, Gingr stores the duration of the service for each pet and uses it for future appointments. This is for each service and each pet.
Frequency Options The options you select are available to employees when they create reservations. Gingr then creates the number of scheduled services you choose at the selected time. Select at least one option. Always include "Once." This affects only scheduled services that are not assigned to a specialist schedule.
Color Optionally choose a color that marks this service on the Facility Calendar and in the "add service" section on the dashboard.
Questions 1 - 3 Optionally ask your customers or staff up to 3 questions for this service. For example: What type of hair cut? Any skin conditions?
Auto Charge Last Time If on, Gingr remembers the most recent price set for the pet for this service. This works well for variable-priced items such as grooming services.
Drop Off Times Use this only for appointment-based services. Text you enter here can go into the New Appointment Email with the {service_dropoff_times} variable.
Email Custom Text Text you enter here can go into automated email templates with the {services_custom_text} variable.
Is iDogCam Service? Do not turn this on for Private Lessons.
Include in Commission If on, Gingr includes the service in the commission calculated for services a specialist completes.
Delete? Deletes the service.

Next Steps

Go to Set Rates for Private Lessons.

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