Mark a Service as Complete (How-To)

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In Gingr, you can mark services as complete, to help you track which services have been done and which have not.

Tip:  In the event you mark a service as complete in error, you can "un-complete" the service by clicking the checkbox again.

 

Mark a Service as Complete from the Dashboard

  1. Navigate to Checked In section of Dashboard.

  2. Select a service in the Services column of the reservation you are updating.

  3. Click the checkmark to mark this service as complete. You will receive a green Success message at the bottom of the screen to indicate that this service has been marked as complete 

    Screen_Shot_2020-04-06_at_2.42.08_PM.png 

Mark Service as Complete from the Facility Calendar

When viewing the New Facility Calendar you are able to quickly view the icons to know if a service has been completed. Here is a photo of those icons and what they mean:                                          
Screenshot_2022-11-02_at_12.57.12_PM.png 

  1. Find the appointment that you would like to mark as complete on the facility calendar.

  2. Click on it.

  3. Click on details. The Appointment Details panel will open for that scheduled pet on the calendar.
    Screenshot_2022-11-03_at_7.35.04_AM.png

  4. Scroll down to the Modify Appointment section.

  5. Select Mark Complete! You will receive a green Success message at the top of the screen to indicate that this service has been marked as complete.
    Screenshot_2022-11-03_at_7.58.57_AM.png

Mark Service as Complete from the Reservation Details Page

  1. Navigate to the Reservation Details Page by clicking on the name of the reservation (on the Dashboard, or from the Reservations tab of the Owner or Animal's page).

  2. Click on the Services tab.

  3. Select the Actions menu.

  4. Select Edit Service.

  5. Click the Complete checkbox.
    Screen_Shot_2020-04-06_at_2.58.45_PM.png

Mark Service as Complete from Services by Date Report

  1. Navigate to Left-hand Navigation: Reports & More » Reports » Services by Date.

  2. Enter the Criteria.

  3. Select Generate Report.

    Screen_Shot_2018-10-17_at_1.51.24_PM.png

  4. Either click Mark All as Complete to mark all services complete at once, or to mark a single service as complete, click the Complete checkbox.
    Screen_Shot_2020-04-06_at_2.53.28_PM.png

Related Resources

 

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