Summary

The owner profile page holds everything about a customer in one place. It has tabs for details, reservations, deposits, invoices, notes, agreements, and communications.

What This Does

Access the Profile Page

You can open an owner profile in two ways:

• Select an owner's name anywhere it shows, such as the Dashboard, reports, and calendars.
  
  
  
  
• Type the owner's or animal's name in the search box in the upper left of the app. Then select the owner's name.
  
  

Owner Page Header

These buttons stay in the upper right of the owner page on every tab.

• Select the Pencil Icon to edit the owner profile or any of their animals.
  
  
  
  
• Select the Upload File arrow to upload documents, such as immunization records or photos.
  
  
  
  
• Select the Printer Button to print the owner record. It prints every field tagged with Print in Left-hand Navigation: Admin » Owner Form. To tag a field, hover over it and select the pencil edit button. In the Tags section at the bottom of the side window, select Print. Save in the side window, and save again at the bottom of the form.
  
  
  
  
• Select the Calendar icon to create a new reservation or appointment for the customer's animals.
  
  

Location Selector

The location selector on owner profile pages and their tabs is a multi-select field. It lets you view and manage records for one or more locations.

• The default selection is All Locations.
• When Restrict Users to Allowed Locations is off, all locations are selected.
• When Restrict Users to Allowed Locations is on, only your allowed locations are selected.
• Single-location users default to their assigned location.

The filter makes the data on all tabs match the locations you select. This covers the Reservations, Deposits, Invoices, Agreements, and Notes tabs.

Details Tab

The Details tab is the main page of an owner profile. It holds most of the customer's personal information. See Owner Details Tab.

Reservations Tab

The Reservations tab is where you manage current, past, and standing reservations. See Owner Reservations Tab.

Deposits Tab

The Deposits tab shows all deposits tied to the customer's reservations. You can view deposit details, or go to the Deposits page to collect and manage a deposit. See Reservation Deposits.

Invoices Tab

The Invoices tab shows the customer's full transaction history. It has four sub-tabs:

• Invoices: Checked-out and completed invoices.
• Estimates: Estimates for reservations that are not complete.
• Account Code Breakdown: A report of the customer's spending by category.
• Store Credit History: Transactions that added or removed store credit.

Select the info icon to open an invoice or estimate. Select the email button to email a copy. If a balance is unpaid, the dollar sign icon shows in green. Select it to go to the shopping cart with the balance.

Select the blue Payment History button to run a report of the owner's payments. You can view it by Payment Event or by Invoices Paid.

• View by Invoices Paid
  
  
  
  
• View by Payment Event
  
  

Employee Notes Tab

Employee Notes are internal records that share key information about an owner with staff. They are private to the business and customers never see them.

Gingr assigns each note to your current location when you create it. Each note shows the location, note type, author, and date. The Location filter dropdown lets you view notes from one or more locations. The default is All Locations. Select No Location to see older notes created before Gingr tracked locations.

To add a note, select + Create Note, type your message, and optionally pick a Note Type. Then select Save. You can view notes for all locations, but you can create and edit notes only for your allowed locations.

For more, see Employee Notes.

Additional Details Tab

You can customize the Additional Details tab. To add custom fields, go to Left-hand Navigation: Admin » Owner Form. Hover over a field and select the pencil edit button. In the Tags section at the bottom of the side window, select Additional Details. Save in the side window, and save again at the bottom of the form.

Agreements Tab

The Agreements tab lists all signed and unsigned agreements for the customer. Use the Actions button to view, print, or delete an agreement. You can also send an unsigned agreement to the e-signature page for the customer to sign. See Customer Agreements.

Communications Tab

The Communication tab is the hub for all communication with an owner. It lists all texts, calls, and emails sent through Gingr. You can view SMS messages, inbound and outbound call logs, emails, marketing campaigns, checkout surveys, and lead forms. You can also start new communication with the owner here. See Owner Communications Tab.

Where to Find It

Select an owner's name anywhere in Gingr, or search for the owner in the search box.

Related Articles

• Owner Details Tab Reference
• Owner Reservations Tab Reference
• Owner Communications Tab Topic Outline