Article Details
Summary
Report Cards let you share photos, videos, and details about a pet's stay with the pet parent. After you create a report card, you can view it to preview what the customer sees. There are a few ways to find report cards in Gingr.
Steps
From the Left Navigation
- Go to Report Cards » View Report Cards. The list shows recent report cards for reservations that are not checked out yet or were checked out in the last 7 days.
From the Animal Profile Page
- Search for the pet to open their profile.
- Select the Report Cards tab.
- Select the report card you want to view.
The Report Cards tab has a multi-select location filter. It controls which report cards show.
- The default is All Locations.
- If Restrict Users to Allowed Locations is off, all locations are selected.
- If Restrict Users to Allowed Locations is on, only the user's allowed locations are selected. Single-location users default to their assigned location.
Only report cards for the selected locations show in the list.
From the Dashboard
- Find the pet in the Checked-In or Going Home Today section. The Report Card column shows the date and time the last report card was created for each pet.
- Select the date and time to open the report card for preview before you send it to the customer.
View Report Cards in the Customer Portal
Customers can see their report cards and photos in the Customer Portal in these ways:
- Customers can open a report card from the {action_url} in the Checkout Email system email, if the template is on. This works no matter the report card's send status.
- Customers cannot open a report card in their Customer Portal without the {action_url} in the Checkout Email, unless you send the report card by SMS or email.
- Photos and videos uploaded to report cards show on the "View" page in the Customer Portal as soon as you upload them. This works no matter the send status or check-out status.
Related Articles
- Report Cards Topic Outline
- Create a Report Card How-To
- Send a Report Card How-To
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