Admin Delegations Field Guide (Reference)

Article Details

Admin Delegations

Animals

Admin Page	Available Settings	Unavailable Settings
Animal Icons	System Icons (enable/disable status and popups toggles) Animal Icon Groups (add, edit, delete) Animal Icons (add, edit, delete)	Bulk icon deletion from popups Altered by month setting FontAwesome Pro enabling

Communications

Admin Page	Available Settings	Unavailable Settings
Canned Email Templates	Custom Templates (add, edit, delete)	All settings are available to delegated groups
Canned SMS Templates	Custom SMS Templates (add, edit, delete)	All settings are available to delegated groups
SMS Auto Replies	SMS Auto-Replies (add, edit, delete)	All settings are available to delegated groups

Customer Portal

Admin Page	Available Settings	Unavailable Settings
Gingr PreCheck	Gingr PreCheck Forms (add, edit, delete, send tests, send to future reservations)	All settings are available to delegated groups
Reservation and Appointment Requests	Reservation Request Text Appointment Custom Text Reservation Request Services Text Deposit Policies Custom Text	Request limitations based on things such as capacity, previous reservation requirements, valid immunizations, valid profiles Require cancellation reasons Reservation request button text Terms and Conditions

Employees

Admin Page	Available Settings	Unavailable Settings
Daily Checklist	Checklist Types (add, edit, delete) Checklist Items (add, edit, delete)	All settings are available to delegated groups
Employee Notes	Employee Note Types (add, edit, delete)	All settings are available to delegated groups
Manage Employee To-Do List	Manage Employee To Do Lists - assign todo items to select users	All settings are available to delegated groups

Owners

Admin Page	Available Settings	Unavailable Settings
Owner Icons	System Icons (enable/disable status and popups toggles) Owner Icon Groups (add, edit, delete) Owner Icons (add, edit, delete)	All settings are available to delegated groups

Payments

Admin Page	Available Settings	Unavailable Settings
Credit Card Processing	Payment Processor: Edit CardConnect MID Set Preferred Processor (for Customer Portal payments) Adjust tip settings Bolt Terminals Edit settings for CardConnect terminals	Allow manual card entry Allow tips from the customer portal CardConnect Tip Amounts (terminal prompted amounts)

Reservations & Appointments

Admin Page	Available Settings	Unavailable Settings
Belongings	Belongings Areas (add, edit, delete) Belonging Types (add, edit, delete)	All settings are available to delegated groups
Group Classes	Configure group class settings: Add and edit classes Add and edit class dates/schedule	All settings are available to delegated groups
Hours of Operation	Location timezone Manage Hours of Operation including Recurring and Specific Date hours (add, edit, delete) Disabled Dates (add & delete)	Default start and end times System-wide Timezone Note: disabled dates affect all locations in an app, please use caution with this setting
Location Default Rates	Manage Location Default Rates for all locations within the app. This included adding, editing, and deleting rates for all Reservation Types and Additional Services	All settings are available to delegated groups. Note: users with permission to edit this page are able to edit ALL location rates, even for locations they are not assigned access to. Use caution delegating this page to users
Manage Areas / Lodgings	Manage Areas and Lodgings for all locations within the app. This includes adding, editing, and deleting areas and lodgings	Lodging last-day reservation
Reservation Types and Services Configuration	Manage all Reservations, Additional Services, and Service Options in the app. This includes adding, editing, and deleting all your service types for any location	All settings are available to delegated groups. Please note that deleting reservations/services is irreversible - extreme caution should be exercised with deleting things in the app

Shopping Cart & Point of Sale

Admin Page

Available Settings

Unavailable Settings

Account Codes

Manage Account Codes for all locations within the app. You can add and edit Top-level and Sub-level account codes and change the Assignable Items by dragging and dropping them into the applicable category

All settings are available to delegated groups.

Account codes are shared across all locations - changes to this page will affect all locations. Please note that account codes cannot be deleted once made - if you create a code in error you will need to re-label it

Manage Promotions

Manage Promotions for all locations within the app. Add and edit promotion settings

All settings are available to delegated groups.

Please note that promotions cannot be fully deleted - if you create a promotion in error you will need to edit the settings if incorrect

System & Data

Admin Page	Available Settings	Unavailable Settings
Merge Data	Merge Owners Merge Animals Merge Breeds Merge Veterinarians	All settings are available to delegated groups

Related Resources

Manage Admin Delegations How-To

Admin Delegations Field Guide (Reference)