Admin Section Setting Conversion Guide

Kathryn Hamilton
Kathryn Hamilton
  • Updated

Overview: What are we talking about?

This article will provide a map between the old admin section layout and the new admin section layout and pages as of 3/12/2020. 

This article includes:

Helpful Hints: Before you begin.

  • Each Category contains related pages.
  • The System-Wide Settings page is no longer available in the new admin section view. See System-Wide Settings field guide for the page where settings can be located. 
  • The Locations page only contains the facility location and contact information. See Location Settings field guide for the page where settings can be located. 

Screen_Shot_2020-02-28_at_4.53.15_PM.png

 

Category and Page Field Guide:

Category Pages 
Advanced Settings
  • Customer Configurations
  • Digital Whiteboard
Agreements
  • Agreement Templates
  • E-Signature Tablet
Animals
  • Animal Form
  • Animal Icons 
  • Breeds
  • Feeding
  • Immunizations
  • Incidents
  • Medication
  • Species
  • TemperatmentTypes
  • Veterinarians
Communications
  • Call Logs
  • Canned Email Templates
  • Checkout Survey
  • Invoice and Receipt Options
  • Report Card Settings
  • System Email 
  • System SMS
Customer Portal
  • Customer Interaction Settings
  • Lead Forms
  • Payment and Purchase Options
  • Portal Customization
  • Reservation and Appointment Requests
Dashboard and Calendars
  • Dashboard Customization
  • Lodging and Facility Calendars
Employees
  • Daily Checklist
  • Employee Notes
  • Manage Employee To-do Lust
  • Schedules
  • Timeclock
  • User Account Settings
Integrations
  • Broadly
  • Google
  • Kisi
  • Label Templates
  • Printnode
  • Sureapp
  • Webcams
Owners
  • Loyalty Rewards Program
  • Owner Form
  • Referral Sources
Payments
  • Credit Card Processing
  • Deposits
  • Payment Methods
Reservations and Appointments
  • Belongings
  • Cancellation Reasons
  • Capacity
  • Create Completed Reservations
  • Group Classes
  • Hours of Operation
  • Location Default Rates
  • Manage Areas/Lodgings
  • Pricing Rules
  • Reservation Form
  • Reservation Types and Services Configuration
  • Run Card Settings
Shopping Cart and Retail
  • Account Codes
  • Check Out Options
  • Coupon Tyles
  • Open Line Items
  • Packages & Subscriptions
  • Refund Reasons
  • Retail
  • Tax Settings
System and Data
  • Data Import Options
  • Location Info
  • Manage Data
  • Manage Gingr Subscription
  • Merge Data

 

System-wide Setting Field Guide:

Hint: With the new, advanced search feature, try searching for any system-wide or location-wide setting from the main admin page.

Setting

Category » Page

Description

Altered by Month

Animals » Animal Icons

The value entered here will display an icon if a pet remains unaltered after this threshold.

For example, entering 9 would trigger the icon if a pet was over 9 months old and unaltered.

Broadly Request Positive Survey only

Animals » Broadly

If enabled, a Broadly survey request will only be sent when a customer leaves a positive Gingr survey.

Use Call Feature

Integrations » Call Logs

Enables the ability to track calls from left-hand navigation: Owners and Pets » New Call Record.

Show custom icons in cart

Shopping Cart and Point of Sale » Checkout Options

Displays an animal's custom animal icons in the shopping cart by default. Icons do not display on printed invoices.

Allow Quick Checkout with Services

Shopping Cart and Point of Sale » Checkout Options

Allows quick check out with packages, prepayments, and store credit if there are services attached to the reservation and there is no amount owed.

Apply Coupons to Final Modifiers

Shopping Cart and Point of Sale » Checkout Options

Applies coupons to line item subtotals after final rate discounts and charges have been applied. 

Allow Coupons Cart Wide

Shopping Cart and Point of Sale » Checkout Options

Allows coupons to be applied in bulk to all items in the cart. 

Require Owner for Transactions

Shopping Cart and Point of Sale » Checkout Options

Requires an owner to be selected in the shopping cart to proceed with checkout. 

Survey Trigger Alert Threshold

Communications » Checkout Survey

Customers who select the number entered in this field or lower will not see survey custom text. Staff will all receive negative survey notification.

Tip Amounts

Payments » Credit Card Processing

Enter 4 percentages that you want to display to customers as tip options. If custom tip amount is enabled, choose 3 tip options.

Date String Format

Advanced Settings » Custom Configurations

 

JS Date String Format

Advanced Settings » Custom Configurations

 

JS Date String Short Format

Advanced Settings » Custom Configurations

 

Colloquial Dates

Advanced Settings » Custom Configurations

 

Telephone Format

Advanced Settings » Custom Configurations

 

Weight Format

Advanced Settings » Custom Configurations

 

Customer App CSS

Advanced Settings » Custom Configurations

 

Customer App JS

Advanced Settings » Custom Configurations

 

Customer App Footer

Advanced Settings » Custom Configurations

 

Webhook URL

Advanced Settings » Custom Configurations

 

Webhook Signature Key

Advanced Settings » Custom Configurations

 

Allow New Customer Registrations

Customer Portal » Customer Interaction Settings

 

Override New Customer Registration Password

Customer Portal » Customer Interaction Settings

 

Customers Can Enter Weight

Customer Portal » Customer Interaction Settings

 

Allow Same Day Reservation Requests

Customer Portal » Customer Interaction Settings

 

Next Day Reservation Request Cutoff

Customer Portal » Customer Interaction Settings

 

Allow Customers Add to Wait List

Customer Portal » Customer Interaction Settings

 

Allow Customers View Estimates

Customer Portal » Customer Interaction Settings

 

Allow Customers Create Options Forms

Customer Portal » Customer Interaction Settings

 

Owner Files Default Visible to Customers

Customer Portal » Customer Interaction Settings

 

Accent Color

Customer Portal » Custom Configurations

 

Show Employee Notes on Dashboard

Dashboard and Calendars » Dashboard Customization

 

Dashboard Button 1 Text

Dashboard and Calendars » Dashboard Customization

 

Dashboard Button 1 URL

Dashboard and Calendars » Dashboard Customization

 

Dashboard Button 2 Text

Dashboard and Calendars » Dashboard Customization

 

Dashboard Button 2 URL

Dashboard and Calendars » Dashboard Customization

 

Widget on Dashboard

Dashboard and Calendars » Dashboard Customization

 

Weather Widget Dashboard

Dashboard and Calendars » Dashboard Customization

 

Default Dashboard Section

Dashboard and Calendars » Dashboard Customization

 

Show Dashboard Notices Alert

Dashboard and Calendars » Dashboard Customization

 

Include Past Reservations Expected Dashboard

Dashboard and Calendars » Dashboard Customization

 

Display Owner Last Name First

Advanced Settings » Custom Configurations

 

Show Appointment Card Icon

Animals » Animal Icons

If enabled, staff will see an ID card icon that can be clicked to access the appointment card.

Require Deposit Paid Checkin

Payments » Deposits

 

One Deposit Per Family

Payments » Deposits

 

Allow Deposit on Any Reservation

Payments » Deposits

 

Esignature Background Color

Agreements » E-Signature Tablet

 

Esignature Box Color

Agreements » E-Signature Tablet

 

Send Expired Immunization Reminder Email

Communications » System Email

 

Send New Invoice Email

Communications » System Email

 

Send Reservation Survey Email

Communications » System Email

 

Send Checkin Email

Communications » System Email

 

Send Agreement Signed Email

Communications » System Email

 

Send New Reservation Email

Communications » System Email

 

Send New Appointment Email

Communications » System Email

 

Send Edited Reservation Email

Communications » System Email

 

Send New Admin ToDo Email

Communications » System Email

 

Send Checkout Email

Communications » System Email

 

Send Email on Manual Confirm

Communications » System Email

 

Send New Customer Registration Email

Communications » System Email

 

Send Reservation Cancellation Email

Communications » System Email

 

Send same day standing cancellation email

Communications » System Email

 

Send Reservation Request Rejection Email

Communications » System Email

 

Send New Deposit Email

Communications » System Email

 

Send Accepted Deposit Email

Communications » System Email

 

Send Daily Deposit Email

Communications » System Email

 

Send collected deposit email

Communications » System Email

 

Send Wait List Automatic Cancellation Email

Communications » System Email

 

Send New Wait List Email

Communications » System Email

 

Send Reservation Reminder Email

Communications » System Email

 

Send Package Expiration Email

Communications » System Email

 

Send Group Class Enrollment Email

Communications » System Email

 

Send New Online Retail Order Email

Communications » System Email

 

Send Online Order Ready For Pickup Email

Communications » System Email

 

Email Template Button Color

Communications » System Email

 

Send New Standing Reservation Email

Communications » System Email

 

Global Email

Communications » System Email

 

Email Template Signature

Communications » System Email

 

Google Maps API Key

Integrations » Google

 

Google Maps Secret API Key

Integrations » Google

 

Default Start Time

Reservations and Appointments » Hours of Operation

 

Default End Time

Reservations and Appointments » Hours of Operation

 

Timezone

Reservations and Appointments » Hours of Operation

 

Require Valid immunizations Checkin

Animals » Immunizations

 

Use Intl Datepicker Immunizations

Animals » Immunizations

 

Display Reservation Modifiers on Receipts

Communications » Invoice and Receipt Options

 

Kisi API Key

Integrations » Kisi

 

Facility Calendar Group by Type

Dashboard and Calendars » Lodging and Facility Calendars

 

Facility Calendar Limit Default Hours

Dashboard and Calendars » Lodging and Facility Calendars

 

Lodgings Calendar Cell Text Size

Dashboard and Calendars » Lodging and Facility Calendars

 

Number of Days Reward Points Expire in

Owners » Loyalty Reward Points

 

Lodging Last Day Reservation

Reservations and Appointments » Manage Areas / Lodgings

 

Default Charge Medication Type

Animals » Medication

 

Allow Open Line Items

Shopping Cart and Point of Sale » Open Line Item Types

 

Allow Packages on Any Type

Shopping Cart and Point of Sale » Packages & Subscriptions

 

Allow Packages at Any Location

Shopping Cart and Point of Sale » Packages & Subscriptions

 

Allow Package Credits Greater Value

Shopping Cart and Point of Sale » Packages & Subscriptions

 

Customer Portal Add Credit Custom Text

Customer Portal » Payment and Purchase Options

 

Allow Customers Pay Deposits

Customer Portal » Payment and Purchase Options

 

Allow Customers Store Credits

Customer Portal » Payment and Purchase Options

If enabled, customers can purchase store credit on the customer portal. Requires Gingr's integrated credit card processing.

Allow Customers to Pay Invoices

Customer Portal » Payment and Purchase Options

If enabled, customers can pay open invoices from the customer portal. Requires Gingr's integrated credit card processing.

Customer Portal Invoices Custom Text

Customer Portal » Portal Customization

 

Monetary Format

Payments » Payment Methods

 

Allow Manual Card Entry

Payments » Credit Card Processing

 

Master Logo

Customer Portal » Portal Customization

 

Allow Multiple Service Comp

Reservations and Appointments » Pricing Rules

 

Peak Dates Charge by Calendar Date

Reservations and Appointments » Pricing Rules

 

Show Feeding Report on Report Card

Communications » Report Card Settings

 

Show Medication Report on Report Card

Communications » Report Card Settings

 

Show Edited at on Report Card

Communications » Report Card Settings

 

Display Report Card As

Communications » Report Card Settings

 

Display Report Card Friends As

Communications » Report Card Settings

 

Allow Bulk Report Card Creation

Communications » Report Card Settings

 

Legal Disclaimer

Customer Portal » Reservation and Appointment Requests

 

Require Valid Immunization Record Before Customers Can Request Reservations

Customer Portal » Reservation and Appointment Requests

 

Require a Previous Reservation Before Customer Can Request Reservations

Customer Portal » Reservation and Appointment Requests

 

Require a Previous Reservation Before Customer Can Request Appointments

Customer Portal » Reservation and Appointment Requests

 

Require Valid Profile for Self Made Reservations

Customer Portal » Reservation and Appointment Requests

 

Require Cancellation Reason Customers

Customer Portal » Reservation and Appointment Requests

 

Allow Requests Over Capacity

Customer Portal » Reservation and Appointment Requests

 

Reservation Request Button Text

Customer Portal » Reservation and Appointment Requests

 

Default Manual Confirm

Customer Portal » Reservation and Appointment Requests

 

Show Feeding Instructions on Run Card

Reservations and Appointments » Run Card Settings

 

Show Medication Instructions on Run Card

Reservations and Appointments » Run Card Settings

 

Show Employee Notes on Run Card

Reservations and Appointments » Run Card Settings

 

Show Feeding Chart on Run Card

Reservations and Appointments » Run Card Settings

 

Show Medication Chart on Run Card

Reservations and Appointments » Run Card Settings

 

Show Scheduled Services on Run Card

Reservations and Appointments » Run Card Settings

 

Show Daily Run Assignment on Run Card

Reservations and Appointments » Run Card Settings

 

Show Owner Info on Run Card

Reservations and Appointments » Run Card Settings

 

Show Custom Icons on Run Card

Reservations and Appointments » Run Card Settings

 

Show Belongings on Run Card

Reservations and Appointments » Run Card Settings

 

Scheduler Start of Week

Employees » Schedules

 

Send Checkin SMS

Communications » System SMS

 

Send New Reservation SMS

Communications » System SMS

 

Send New Appointment SMS

Communications » System SMS

 

Send Checkout SMS

Communications » System SMS

 

Send New Wait List SMS

Communications » System SMS

 

Send Reservation Reminder SMS

Communications » System SMS

 

Send Group Class Enrollment SMS

Communications » System SMS

 

Send Employee Schedule Published SMS

Communications » System SMS

 

Send Employee Schedule Published Email

Communications » System Email

 

Global SMS

Communications » System SMS

 

Enable Sureapp

Integrations » Sureapp

 

Sureapp Custom Text

Integrations » Sureapp

 

Use Time Clock

Employees » Timeclock

 

Allow Time Clock Cross Days

Employees » Timeclock

 

User Session Timeout Minutes

Employees » User Account Settings

 

End of Day Report Sections

Employees » User Account Settings

 

Password Expiration Days

Employees » User Account Settings

 

Share Vets Across Locations

Animals » Veterinarians

 

iDogcam Kennel ID

 Integrations » Webcams

 

 

Location-wide Setting Field Guide:

Hint: With the new, advanced search feature, try searching for any system-wide or location-wide setting from the main admin page.

Setting

Category » Page 

Description

Broadly Location ID

Integrations » Broadly

 

Max Capacity

Reservations and Appointments » Capacity

 

Specialist Capacity Per user

Reservations and Appointments » Capacity

 

Charge for Incomplete Services?

Shopping Cart and Point of Sale » Check Out Options

 

Statement Custom Text

Communications » Email

 

Checkout Survey Text

Communications » Checkout Survey

 

Only Allow Timeclock at this IP

Employees » Timeclock

 

Timezone

Reservations and Appointments » Hours of Operation

 

Estimate Custom Text

Communications » Invoice and Receipt Options

 

Small Estimate Custom Text

Communications » Invoice and Receipt Options

 

Invoice Custom Text

Communications » Invoice and Receipt Options

 

Small Receipt Custom Text

Communications » Invoice and Receipt Options

 

Use Label Printer

Integrations » Label Templates

 

Name

System and Data » Location Info

 

Address 1

System and Data » Location Info

 

Address 2

System and Data » Location Info

 

City

System and Data » Location Info

 

Region

System and Data » Location Info

 

ZIP

System and Data » Location Info

 

Phone

System and Data » Location Info

 

Fax

System and Data » Location Info

 

Email

System and Data » Location Info

 

Website URL

System and Data » Location Info

 

Hours

System and Data » Location Info

 

Lattitude

System and Data » Location Info

 

Longitude

System and Data » Location Info

 

Set Lattitude/Longitude

System and Data » Location Info

 

Status

System and Data » Location Info

 

Logo

Customer Portal » Portal Customization

 

Facebook Page ID

Communications » Report Card Settings

 

Reservation Request Text

Customer Portal » Reservation and Appointment Requests

 

Appointment Custom Text

Customer Portal » Reservation and Appointment Requests

 

Reservation Request Services Text

Customer Portal » Reservation and Appointment Requests

 

Deposit Policies Custom Text

Customer Portal » Reservation and Appointment Requests

 

Sales Tax Rate

Shopping Cart and Point of Sale » Tax Settings

 

Tax on Retail Items

Shopping Cart and Point of Sale » Tax Settings

 

Tax on Reservations

Shopping Cart and Point of Sale » Tax Settings

 

Tax on Open Items

Shopping Cart and Point of Sale » Tax Settings

 

Tax on Services

Shopping Cart and Point of Sale » Tax Settings

 

Tax on Packages

Shopping Cart and Point of Sale » Tax Settings

 

HTML Webcams Page

Integrations » Webcams

 

iDogCam Public Cameras

Integrations » Webcams

 

iDogCam Public Cameras Only Checked In

Integrations » Webcams

 

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