Create a Report Card (How-To)

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You can create a report card from several places in your app when a pet is checked in.

Only pets that are currently checked in or that were checked out today will appear on the Create a Report Card page.

When creating a new report card for a pet with an existing unsent report card, the user will have the option to create a new report card or edit the existing report card. If they create a new report card, nothing will be merged with the existing report card, so the pet will have 2 independent report cards. If they edit the existing report card, they’ll be automatically navigated to the edit report card form for the existing report card.Screenshot_2023-02-20_at_9.14.53_AM.png

From the Animal Profile Page

  1. Click on the Animal's name anywhere in the app to view the Animal's profile page.

  2. From there click on Reservations.

  3. Locate the reservation that you would like to send the report card for.

  4. Select the Actions Menu.

  5. Select + Create Report Card.
    Screen_Shot_2018-10-22_at_2.16.06_PM.png

 

From the Dashboard

  • Select the blue + icon under the Report Card column, or

  • Select the Actions button next to the Animal's name.

    Either action will send you to the Report Cards page where you can add a new report card or view one previously made. 

 Screen_Shot_2018-10-22_at_2.14.19_PM.png

 

From the Report Cards Tab (Heart Icon)

  1. Navigate to Left-hand Navigation: Report Cards » New Report Card.

  2. Once on the Create a Report Card page, you can enter photos and details about the pet's stay. It is up to you whether you fill out all or only some of these sections.  Screen_Shot_2018-10-22_at_2.16.52_PM.png 

 

Related Resources

 

 

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