Owner and Animal Profile Views

 

 

Helpful Hints: Before you begin. 

 

 

 

How to: Use the Owner and Animal Profile Pages. 

 

 

There are a couple of ways to get the owner page:

• Click on an Owner/ Customer's name from anywhere you see their name, such as the Dashboard (Checked In, Expected Today, etc. sections), or...
  
  

  
  
  

• Type either the Owner or Animal's name in the predictive search box in the upper left of your app, and click on the Owner's name.
  
  

  

 

• Animals: All of the customer's pets are listed in the upper right. Click on any pet's name to navigate directly to their profile page.
  
  
  
  
  
• Current Balance: A red number indicates that the customer owes this amount, and a green number means that they have a credit on their account. To collect payment on this balance, click Add to Cart.
  
  
  
  
• Owner Contact Information: All of the Owner contact info is listed here. Both the phone number (if on a smartphone) and email address are clickable. Click on the customer's email address to quickly send an email from your business's default email address.
  
  
  Created By indicates who created the Owner profile originally. Self Registered means that the customer created their profile from the customer side of Gingr. Otherwise, an employee's name would be written here.
  
  View Email History will allow you to navigate to the Email Log, showing a complete history of email communications with this customer.

  
  
  
  

• Emergency and Veterinary Contact Info: All owner supplied emergency and veterinarian contact information is listed here. These phone numbers are also clickable for quick calling on a mobile device.
  
  
  
  
• Card on File: You will be able to see summarized details of the card that a customer has on file with you. You can also delete a card here as well.
  
  
  
  
• Packages:  From here you can see the customer's current packages and balances, view their package history and manually deduct package credits if necessary. Current Packages are those that are in use now and still have unused credits. Used/ Expired Packages are those that no longer have credits available, or have expired.
  
  
  
  
• Owner Notes: The owner can write notes when they register via the customer portal, or an employee can add them when setting up or editing an owner profile. If the owner indicated any authorized persons (people who can pick up their pets) when they registered online, those people's names can also be listed here. 
  

  

  Important! These notes are always visible to the customer. Only write information here that you would want them to see.
  
  
  
• Owner Rates: If you want to extend special pricing to particular customers, you can view and manage owner rates here. Special rates that you set up here will override the default rates at your location for these services, for this customer. To edit the rates, or set up new owner rates, click Manage Rates. You will be navigated to a page where you can input special prices for the listed services. 
  
  Important! We do NOT recommend using this feature. It is advisable to just stick with your location's default rates for services, and use coupons in the shopping cart if you want to offer a discount or special rate for a customer. 
  
  
  
  
• Campaigns: In one click you can add this customer to an active (unsent) marketing campaign. To add them to your current campaign, click Add to Campaign.
  
  

Transactions Tab:

Animal Profile Page Overview

There are lots of things that you can do from the Animals' profile, in addition to the Gingr Dashboard.

 

 

 

 

All incidents that have been recorded for this animal are listed here. The Incidents tab will be highlighted in red if there have been any incidents. The (#) indicates how many.

All of the report cards that have been made for this pet are listed here. Report Cards are always automatically sent/ viewable on the customer portal upon checkout, but you have the option to send them anytime during the pet's stay. For example, if you want to give your customer updates about their pet during a boarding stay.    

Here you can see a complete history of this animal's past, present, and future reservations, listed chronologically with the most recent at the top. Each reservation is marked as either Checked-In, Unconfirmed, Confirmed, Completed or Cancelled.       

Completed Reservations have the following options from the Actions menu. You can select:

• Navigate to the reservation details page, where you can view every aspect of the reservation in full detail, by clicking View Reservation.

• Create a new report card for this reservation by clicking Create Report Card.
  
  

  

 

What you find in this tab will depend on how your app's Animal Forms are set up. Your business may use this tab to store information that was gathered when the pet's record was created by the customer, but which you don't need to see frequently. (See: Manage Forms article on how to tag fields to the Additional Details Tab.)

 

 

View All Animals

You can view a list of all Animals from Left-hand Navigation: Owners & Pets » View all Pets. 

From here you can:

• View the Animal's profile by clicking the i icon. 
  
  
  
  
• View the Animal's Reservation History by clicking on Reservations.
  
  
• View and Manage Immunizations by clicking on Immunizations.
  
  
• Create an Incident by clicking on Incidents.

 

 

In most circumstances, we do not recommend deleting an animal. When an animal or owner is deleted from Gingr, some financial reporting is impacted. Alternatively, you can deactivate the animal, which means that all of their future reservations will be canceled and this animal will no longer show up on the customer side of the app, nor in searches on the employee side. By deactivating an animal, you get all of these benefits while keeping your records intact.

If you have a duplicate pet under the same owner, you can also merge them together from Left-hand Navigation: Admin » Merge Data. Merging animals and owners do not affect financial reporting. Only users of the Admin group can access this area of Gingr.  

 

Deactivate an Owner or Animal: 

1. Navigate to the animal's profile, click Edit near the top right of the page and select the animal that you'd like to edit:
   
   
   

    

2. On the Edit Animal page, scroll down to find Deactivate and select Yes/On
   
   
   

   
   It is also recommended that you append something to the animal's name, so that, if this animal is encountered in the system by an employee at some point in the future, it is clear what happened.  For example, BANNED, DECEASED, ADOPTED, etc.
   
   

   
   

    

3. Save your changes.

 

Deleting an Owner or Animal:

If you have a duplicate owner profile or for another reason want to delete an owner or animal profile, you can do so if there are no past or future reservations on record for that owner or animal.

1. Please first confirm that the customer or pet has no past or future reservations on their account. 
   
   
2. Navigate to Left-hand Navigation: Owners & Pets » View All Owners/View All Pets.
   
   
3. Use the filter boxes to find the customer or pet.
   
   
4. Scroll to the last column on the table and if the owner is eligible to be deleted there will be an option to click Delete.
   
   

Can I view owner files instead of downloading them?

When you click the Download File button for a file on an Owner's page, your browser may download the file when you really just want to view it. We understand! What happens when you click that "Download File" button will be different depending on four things: 

1. Your browser (i.e. Chrome, Safari, Firefox, etc.)
   
   
2. Your operating system (i.e. Windows 7, OSX 10, iOS, Android...)
   
   
3. The settings in your browser and operating system.
   
   
4. The File Type. 

For example, in Chrome for OSX, with the default settings, PDF and .png files open a new tab, where I can view the file, as well as download it, whereas the browser will just download a .MOV file instead of letting you view it in another tab. 

Sorry if this doesn't work the way you want it in your personal configuration. We've built it so that, regardless of your browser, operating system, or file type, you can view the file, one way or another.