Summary

The animal profile is where you find all of an animal's information. Almost everywhere in the app where you see an animal's name, you can select it to go to their profile.

Where to Find It

Type the animal's name, the owner's name, or the owner's phone number or email address in the Search field in the top navigation.

What This Does

Animal Profile Header

These buttons show in the upper right of your screen on every tab of the Animal Profile.

• Select the Appointment Card Icon to show the animal's appointment card for their current or next appointment. If they have no future appointments, a general card shows.

  

• Select the Pencil Icon to edit the animal's profile or their owner's profile.

  

• Select the Calendar Icon to book a reservation or appointment for this pet.

  

• Use Quick Check-In to check the pet in for your default reservation type. You set the default at Left-hand Navigation: Admin > Reservation Types and Services Configuration > Edit Reservation > Check-In Options > "Is this type the quick check-in default type?" Select the down arrow to see all other reservation types. Select one to check the pet in for that reservation type right away.

  

Location Selector

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

• The default selection is All Locations.
• When Restrict Users to Allowed Locations is off, Gingr selects all locations.
• When Restrict Users to Allowed Locations is on, Gingr selects only the user's allowed locations. 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 selected locations.

Details Tab

The Details tab is the main page of an Animal Profile. It holds most of the animal's personal information. You can see:

• Animal information such as spay/neuter status, sex, age, birthdate, breed, and weight.

  

  Select the Scale icon to add a weight. A window opens where you enter the new weight and a note. Select the green check mark to save the record. You can also have the new record replace the animal's current weight.

  

• The animal's Creation date and Creation user. You can also add, edit, and remove custom Animal and Owner icons with the plus sign next to each list.

  

• One section of the Details tab is fully customizable. To add custom fields, go to Left-hand Navigation: Admin > Animal Form. Hover over the field you want to add and select the pencil edit button. In the Tags section at the bottom of the side window, select Details. Save your change in the side window and again at the bottom of the form.

  

• Notes you add in the Other Notes field on the animal profile show under Owner's Notes.

  

• Veterinarian Info shows below the Details box. Set up veterinarian info at Left-hand Navigation: Admin > Manage Vets.

  

• Evaluation status and Notes show near the bottom of the page.

  

• Feeding and Medication Notes and Allergies show last on the page.

  

Immunizations Tab

The Immunizations tab lists all immunizations set up for the animal's species. If an animal has missing or expired vaccination records, the tab turns red and shows the number of missing or expired records. See Setting Up Species and Immunization Types.

• Red means expired or missing.
• Yellow means it expires within 30 days.
• White means the record is current or not required.

  

• Select the Owner Files sub-tab to view files and immunization records the owner uploaded. Select the file name to download and view the file.

  

• Select the Vet Info sub-tab to view veterinarian info. Select the pencil icon to edit it. If you edit this page, you edit the veterinarian details for ALL pets. See Veterinarian List. You can also select Request Records from Vet to send the Vaccination Record Request email set up under Left-hand Navigation: Admin > System Email.

  

Incidents Tab

This tab lists all incidents recorded for this animal. The Incidents tab is red if there have been any incidents. The number (#) shows how many. Select Add Incident to create a new incident report for this pet. Select the pencil edit icon to edit an incident, or the trash can icon to delete one.

Report Cards Tab

This tab lists all the report cards made for this pet. Select View Report Card to see the full report card as the customer sees it. Select Send via Email or Send via SMS to send the report card to the customer now. See Sending Report Cards.

Reservations Tab

This tab shows a full history of the animal's past, present, and future reservations. The most recent is at the top. Each reservation is marked Checked-In, Unconfirmed, Confirmed, Completed, Waitlisted, or Canceled.

• The Requested Reservations sub-tab lists all customer reservation requests that the business has not accepted or rejected. You cannot accept or reject them here. Do it from the Dashboard Requests tab on the Dashboard. You can view or edit the reservation, print a run card, cancel the booking, view an estimate, or delete the reservation.

  

• The Today sub-tab shows checked-in reservations. Select the action menu button to view or edit the reservation, print the run card, view the estimate, delete the reservation, or create a report card.

  

• The Future sub-tab lists all future reservations. This includes reservations for today that are not checked in. Select the action menu button to view or edit the reservation, print the run card, cancel the reservation, view the estimate, or delete the reservation.

  

• The Past sub-tab lists all reservations booked for a past date, including canceled ones. Select the action menu to view the reservation or create a report card. For a canceled reservation, you can reschedule or delete it. If you miss checking in a pet and notice a day or more later, the reservation shows on this tab and does not say Completed. To complete it, edit the check-in date to today, check the pet in from the Expected tab, edit the reservation check-in date back to what it should be, add the pet to the cart, edit the check-out date, and complete the check-out.

  

• The Wait List sub-tab lists all wait-listed reservations. Select the action menu button to view or edit the reservation, print the run card, cancel the reservation, view the estimate, or delete the reservation.

  

• The All sub-tab lists all reservations, no matter the date or status.

  

Employee Notes Tab

Employee Notes are internal records for sharing key information about an owner with other staff. They are private to the business, and customers never see them.

Gingr assigns each note to the user's current location when they create it. Each note shows the location, note type, author, and date. The Location filter dropdown lets users view notes from one or more locations. The default filter is All Locations. Select No Location to see old notes created before location tracking began.

To add a note, select + Create Note, type your message, and optionally select a Note Type. Then select Save. Users can view notes across all locations but can create and edit notes only in their allowed locations. See Employee Notes.

Additional Details Tab

The Additional Details tab is fully customizable. To add custom fields, go to Left-hand Navigation: Admin > Animal Form. Hover over the field you want to add and select the pencil edit button. In the Tags section at the bottom of the side window, select Additional Details. Save your change in the side window and again at the bottom of the form.

Related Articles

• Create an Animal Profile How-To
• View All Animals How-To
• Set Up the Animal Form How-To