Article Details
Summary
The Rates report lists owners with custom rates, by reservation type.
You can only set custom rates at the reservation type level now. Custom rates are per owner and apply to all animals on the owner's profile. To change an owner's base rates, open their owner profile. Select Manage Rates on the right side of the home profile page, above your facility's reservation types.
If a pet parent with custom rates should not get other discounts, such as multiple pet or extended stay discounts, turn off pricing rules. Edit their animals' profiles and set Pricing Rules Apply? to No.
Reporting and Location Access
Reports in Gingr use location-based reporting. Gingr calculates results from the locations you select. Each report shows the type of location it uses, which decides how results are calculated.
Common location types include:
- Booking Location: Where the reservation or appointment takes place.
- Invoice Location: Where revenue and financial activity are counted.
- Spend Location: Where the pet parent's purchases and charges happened.
- Package Purchase Location: Where a package or subscription was bought.
- Subscription Location: Where the subscription is enrolled.
- Transaction Location: Where the payment was processed.
- Pet Parent Home Location: The pet parent's assigned home location.
The user's Allowed Locations decide which locations are available in a report. If a location does not show as an option, check the user's Allowed Locations setup before you run the report.
Where to Find It
Go to Book Icon » Reports » Rates.
Report Parameters
| Parameter | Description |
| Reservation Types | Select the reservation types to check for custom owner rates. All reservation types are selected by default. |
| Export to Excel? | Check this box to export the results to Excel. |
Report Output
The report shows this information for each owner:
| Actions | Use the action menu to manage rates for the owner. |
| Owner | The owner with custom rates. |
| Animal Names | All animals on the account. |
| Reservation Type | The name of the reservation type with a custom rate. Reservation types without a custom rate do not show. |
| Rate | The custom rate set for the owner. |
Export the Report and Add Customers to Campaigns
To export a CSV file, check Export to Excel? in the report parameters. Do this before you select the blue Generate Report! button.
Select + Add to Campaign at the top of the list to include owners in a new campaign email or SMS.
Related Articles
- View All Owners Reference
- Employee Notes Report Reference
- What Is the Owner Files Report? Reference
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