Overview: What are we talking about?
In this article, you will find out how to customize the information included on run cards. Run card information can be edited in three places: Owner Forms, Animal Forms, System-Wide Settings.
This article includes:
How to: Set up Run Cards.
Choosing Information to Display
Information from animal and owner forms can be easily added or removed from run cards. Navigate to Left-hand Navigation: Admin » Owner Form or Animal Form.
- Find the item that you would like to include on the run card
- Hover over the field and select the pencil icon
- Select the Run Card tag from the Tags section
- Repeat for each piece of information you would like to appear on the top of run cards.
The information we have selected to include will now appear at the top bullet section of the run card:
Printing Run Cards
Run cards can be printed in a few different ways.
Automatically Print at Check-in:
A run card tab can automatically pop-up when an animal checks in for a specific reservation type. To turn on this setting:
- Navigate to Left-hand Navigation: Admin » Reservation Types & Services Configuration.
- Select the Booking Category of the Reservation Type that you would like to automatically print run cards for.
- Select the Reservation Type that you would like to automatically print run cards.
- Click 'Edit Settings' to edit a Reservation Type that you would like to automatically print run cards when the animal checks in (e.g. "Boarding")
- Open the 'Check-In Options' settings
- Turn on setting Auto Print Run Card.
When this screen pop's up during check-in, use Command + P (Mac) or Control + P (PC) to pull up your computer's printer settings and print the run card.
Print from Dashboard:
- Next to the pet's name on the dashboard, select Actions Menu » Print Run Card.
- A tab will automatically appear in your browser. Use Command + P (Mac) or Control + P (PC) to show print settings.
- Adjust print settings if necessary and select Print.
Print All Run Cards:
Run cards can be printed for a specific date and by reservation type(s). This is a great option if you like to print all run cards for the next day.
- Navigate to Left-hand Navigation: Reports & More » Reports » Print Run Cards.
- Enter the date for the run cards you would like to print.
- Select the desired Reservation Type(s).
- Click Print Run Cards.
- Once the new tab opens displaying all run cards use Command + P (Mac) or Control + P (PC) to open your print options and print.
Some run card information can be toggled on/off within Left-hand Navigation: Admin » Run Card Settings. Below are the various System-Wide Settings and what they do.
|Show belongings on run card||Displays a pet's reservation belongings on the run card.||For more information on Belongings, click here.|
|Show custom icons on run card||Displays a pet's custom icons on the run card.||For more information on Animal Icons, click here.|
|Show daily run assignment on run card||Displays the lodging assignment on the run card for each date of the reservation.|
|Show employee notes on run card||Parent setting to display any employee notes on the run card. A Note Type that is set to display on the run card must be assigned in order to print.||For more information on Employee Notes, click here.|
|Show feeding chart on run card||Displays a pet's feeding chart on the run card for the dates of the reservation.||For more information on Feeding Settings, click here.|
|Show feeding instructions on run card||Displays feeding instructions from animal details on the run card.|
|Show medication chart on run card||Displays a pet's medication chart on the run card for the dates of the reservation.||For more information on Medication Settings, click here.|
|Show medication instructions on run card||Displays medication instructions from animal details on the run card.|
|Show owner info on run card||Displays the pet parent's name on the run card.|
|Show scheduled services on run card||Displays a list of scheduled services on the run card.|
How to: Add Employee Notes to Run Cards
There are a couple of interacting settings allowing for Employee Notes on run cards.
- From Left-hand Navigation: Admin » Run Card Settings, ensure the toggle is on for "Show employee notes on run card".
- From Left-hand Navigation: Admin » Employee Notes, choose which Note "Types" should show on run cards.
- From the Animal or Owner Profile, assign the applicable Note Type applicable to each note.