Overview: 

Additional services are services that can be added to a reservation or appointment. Additional services can be unscheduled, scheduled without a specialist, or scheduled with a specialist as an appointment-based service. Additional services can also have Service Options. 

This article includes:

• Video Overview: Additional Services
• Creating an Additional Service
• Field Guide for Additional Services
• Adding Service Options
• Field Guide for Service Options
• Setting Base Rates
• Adding Services to Reservations
• Managing Services for Multiple Locations
• Disabling an Additional Service
• Adding Upsell Services to the Gingr PreCheck Form

Helpful Hints: 

• In Gingr, additional services are services that are scheduled during a reservation. For example, a private playtime that is scheduled while in daycare is considered an additional service (daycare is considered the “reservation type”). Another example would be a Full Groom service that is scheduled during a Grooming reservation. In this example, the reservation type is “Grooming” and “Full Groom” is the additional service that is attached to that reservation type.
  
  
• If you have already created a service for another reservation type, you can add that same additional service to another reservation type by selecting it from the “Add service” box. 
  
  
• All admin users have access to the admin page controlling these settings (Reservation Types and Services Configuration). Additionally, admin users are able to delegate this particular admin page to other user groups. Non-admin users with access to this page will be able to make edits that affect all locations in the app. For more information see our article on User Groups and Permissions. 
  

How to: Create an Additional Service

1. Navigate to Left-hand Navigation: Admin » Reservation Types and Services Configuration and locate the reservation type that the additional service should be associated with. 
   
   
2. Click the blue Manage Services button. Note that once you have additional services set up, you can also use the Default Services button to designate additional services that will be automatically applied to this reservation type.
   
   Important! Appointment-based default services CANNOT be configured as default services because appointment-based default services must be manually scheduled. Default services only work for scheduled = no (unscheduled) and scheduled = yes (frequency) services.
   
   
3. If you have already created a service for another reservation type and also want it to be available on this one, you can add that same additional service here by selecting it under “Allow an existing service.” If you need to create a new service, click on the grey Create a New Additional Service box.
   
   
4. To customize the additional service settings, reference the field guide below and make any adjustments as necessary. The settings are grouped together in sections to help you find what you need, and a description is displayed for each setting to help you understand what it does.
   
   

Field Guide: To all Additional Service Settings

5. Once additional services have been added, the settings can be managed by clicking the Edit Settings button. If needed, the additional service can also be removed by clicking on the red X.

How to: Add Service Options

1. Navigate to Left-hand Navigation: Admin » Reservation Types and Services Configuration and locate the additional service that you want to create an add-on for by selecting the Booking Category > Reservation Type > Allowed Service > + Add Option.
2. Click + Add Option. Note that once you have service options set up, you can also use the Default Options button to designate add-on options that will be automatically applied to this additional service when it's added to this reservation type.
   
   
3. If you have already created a service option add-on for another service and also want it to be available on this one, you can add that same service option here by selecting it under “Allow an existing service option.” If you need to create a new service, click on the grey Create a New Service Option box.
4. To customize the service option settings, reference the field guide below and make any adjustments as necessary. The settings are grouped together in sections to help you find what you need, and a description is displayed for each setting to help you understand what it does.
   
   

Field Guide: A guide to all service option settings

General Settings	Description	Helpful Hint
Name	The name that will be displayed both internally and on the Customer Portal.
Allowed Locations	Select which location(s) this type of booking can be made for.
Description	Include any information the customer will need to know about the details of the service and its pricing. For grooming services, the description can help describe the pricing expectations.	This section can include Pictures, Tables, Website links, and more!
Is Taxed	If enabled tax will be applied to this service on invoices.	Manage tax rate and tax settings in mass under Admin » Tax Settings.
Account code	Optionally indicate which account code the charges for this booking type should be reported on.	Account Codes can be set under Admin > Account Codes
Include in Commission	If enabled, the service will be included in the commission calculated for services completed by a specialist.

 

Customer Portal Options	Description	Helpful Hint
Show on Customer Side	When enabled customers can see and add this service to their reservation request from the customer portal.	You will see this as "disabled" on your end, but it's not visible to customers.

 

Power User Settings	Description	Helpful Hint
Delete?	Deletes the service.

 

5. Once service options have been added, the settings can be managed by clicking on the pencil icon. If needed, the service option can also be removed by clicking on the red X.

How to: Set a base rate

Important! If Auto Charge Last Time is enabled, leave the base rate at $0.00. Rates can also be set from Admin » Location Default Rates. For more information please see our article about Location Default Rates.

1. From Admin » Reservation Types and Services Configuration, click the Rates icon under the name of the additional service on any reservation type that service is attached to.
   
   
2. Choose your location.
3. Click the Additional Services tab.
   
4. Set the base rate for the additional service attached to this reservation type.
5. Click Save Rates.
   

How to: Add an additional service to a Reservation

Click on the Additional Services tab to add any desired additional services and service options/add-ons to the reservation. You can add as many additional services as needed. If you are booking multiple dates and/or multiple pets, you will need to add additional services for each separate reservations. 

Important! Services with the green checkmark are Default Services for this reservation type, meaning they are automatically added to the reservation at the specified frequency.

Important! Appointment-based default services CANNOT be configured as default services because appointment-based default services must be manually scheduled. Default services only work for scheduled = no (unscheduled) and scheduled = yes (frequency) services. 

Adding an Unscheduled Service:

1. Click the service header.
2. Optionally, choose any relevant service options and add service notes.
3. Set the price if there is no base rate or if the base rate needs to be changed.
4. Click Add to Reservation.

Adding a Scheduled Service:

1. Click the service header.
2. Optionally, choose any relevant service options and add service notes.
3. Change the duration if needed.
4. Choose a frequency option for the service under the When would you like to add this service? section. There are a variety of frequency options you can configure for the service.
5. If Once is selected, you will need to enter the date to add the service. You can also change the time of the service if needed.
   If another frequency option is chosen, such as Every Day, then the services will populate on the reservations details page for each applicable day after you save the reservation.
6. Set the price if there is no base rate or if the base rate needs to be changed.
7. Click Add to Reservation.

Adding Appointment-Based Services:

1. Click the service header.
2. Optionally, choose any relevant service options and add service notes.
3. Select Who would you like to book with? or, if any specialist is desired, click Which Date?
4. Click the applicable specialist's name.
5. Select a time or slot appointment.

How to: Manage Additional Services at Multiple Locations

If you are a multiple location app, you might offer certain services that are only available at a specific location or are not offered at a certain location. Luckily, the ability to control which locations these services are offered is easily managed.

1. Navigate to the Left-hand Navigation: Admin » Reservation Types and Services Configuration page and select a reservation type in which the service is attached and then select the service.
2. After selecting the service, select the Edit Settings icon at the top of the 4th column that appears.
3. Click on the Allowed Locations setting field in the General Settings section and select the location you wish to add that additional service to. If you would like to remove a location, click on the little blue x icon next to the location's name to remove it.
   
   
   
   
4. Save your changes.

How to: Disable an Additional Service

If you are discontinuing an additional service, or no longer offer an additional service, you can remove all locations from that additional service to designate it as Disabled. This will place it in the Disabled Types Booking Category.

1. Navigate to the Left-hand Navigation: Admin » Reservation Types and Services Configuration page and select a reservation type in which the service is attached and then select the service.
2. After selecting the service, select the Edit Settings icon at the top of the 4th column that appears.
3. Click on the Allowed Locations setting field in the General Settings section and click on the little blue x icon next to all of the location's names to remove them!
4. Save your changes. 

If you would like to re-instate a disabled option, you can edit that additional service via the Disabled booking category to add the applicable location(s) and then save your changes.

Next, if you need to include service options, follow the steps in this associated article: Creating Service Options.

How to: Add Upsell Additional Services to Gingr PreCheck Form

Of the Allowed Services you have added to any Reservation Type, you will be optionally able to select specific services to include on your Gingr PreCheck form as a last minute upsell opportunity. For more information on Gingr PreCheck, click here.