Summary

The Details tab is the main page of an owner profile. It holds most of the customer's personal information, such as contact details, cards on file, packages, and notes.

What This Does

Owner Icons: Custom and system owner icons show below the customer's name. Select the plus sign to add or remove icons. To choose which system icons show, or to create custom icons, go to Left-hand Navigation: Admin » Owner Icons.

Open Invoices: The customer's current balance from open invoices. If you set the icon to show in Navigation: Admin » Custom Owner Icons, a red dollar sign Balance Icon also shows when the customer has a balance. To collect payment, select the shopping cart icon.

Store Credit: The amount of store credit on the customer's account. If you set the icon to show in Navigation: Admin » Custom Owner Icons, a green Balance Icon also shows. For more, go to the Invoices tab and select the Store Credit History sub-tab.

Animals: All of the customer's pets are listed in the upper right. Select an animal's name to open its profile. Animal icons show next to each name.

Owner Contact Information: Lists all of the owner's contact information. You can select the phone number (on a smartphone) and the email address. Select the email address to send an email from your business's default email address.

• Customer Since is the date the profile was made.
• Created By shows who made the profile. Self Registered means the customer made it on the customer side of Gingr. Otherwise, an employee's name shows.

Emergency Contact Info: Lists all emergency contact information.

Card on File: Shows a summary of the card the customer has on file with you. You can also delete a card here.

Gingr Payments (up to two cards on file):

CardConnect:

Packages: Shows the customer's current packages and balances and their package history. You can deduct package credits by hand if needed. Current packages are in use and still have unused credits. Used/Expired packages have no credits left or have expired.

Subscriptions: Shows the customer's current subscription packages and balances and their package history. You can deduct package credits by hand if needed. Active subscriptions are in use and still have unused credits. If a subscription is canceled, Canceled shows in bold red text and the package will not renew. Inactive subscriptions are canceled or expired.

Details: Shows all fields tagged to Details on the owner form.

Rewards: If you use the Loyalty Rewards program, the customer's Rewards Points Balance shows here.

Owner Notes: Shows notes entered in the System Field Notes on the owner form.

Owner Files: Shows all owner files uploaded through the Owner Files field on the owner form, the @shots.pet email address, or the Customer Portal.

Owner Rates: Lets you give special pricing to certain customers. Rates you set here override the default rates at your location for that customer. To edit rates or add new ones, select Manage Rates. This opens a page where you set custom rates for the customer.

Campaigns: Lists every campaign the owner has been part of. To add the customer to an active, unsent marketing campaign, select Add to Campaign.

Where to Find It

Open an owner profile. The Details tab is the first tab.

Related Articles

• Owner Profile Page Overview Reference