Summary

Gingr has several types of notes. They link to different places, and some are visible to clients. Know each note type and who can see it.

What This Does

Employee Notes

Employee notes are for internal use only. Clients cannot see them. Staff can use this field to record key details or observations about the pet or the service. For example, if a pet has grooming needs or something went wrong during the service, you can file the note as a Grooming Note.

Service Notes

Customers enter service notes when they book in the customer portal. Employees enter them when they book on the business side. Both customers and staff can see them. Customers usually use this field to give instructions or preferences for their pet's grooming service. The notes attach to the service. If the appointment is confirmed, they show on the Appointment Card on the day the service is scheduled.

Reservation Form: Grooming Notes

Use reservation notes to give extra information about a specific reservation, so staff know about special needs or instructions. Clients can see these notes. To avoid confusion and repeats, hide or turn off these notes for clients on grooming reservation types.

Animal Form: Grooming Notes/Instructions

You add these notes when you set up the pet's profile. They attach to the animal's record. Clients can see them, but you can hide them from the form if needed. Use Grooming Notes/Instructions for ongoing instructions or key details about the pet's grooming needs that staff need at each visit. The pet owner usually fills this in when they register for their Gingr account.

Related Articles

• Create Note Types How-To
• Create Employee Notes How-To
• Add Employee Notes to Run Cards How-To