Overview: What are we talking about?
Each Reservation in Gingr has a dedicated Reservation Details Page that houses all details of a reservation. We will show you how to get to and navigate the Reservation Details Page. The Reservation Details page allows you to view and edit all details associated with a reservation.
This article includes:
- Finding the Reservation Details Page
- Details Tab
- Services Tab
- POS Items Tab
- Lodging Tab
- Animal and Owner Tabs
- Immunizations Tab
- Incidents Tab
Helpful Hints
-
Important: As of December 1st, 2018, this view is considered the Legacy View of the Reservation Details Page. Please visit this article to learn how to enable the new Reservation Details view and use this page: https://gingrapp.zendesk.com/knowledge/articles/360020099732/en-us?brand_id=360000440431
- Reservation Details can be edited during the Gingr PreCheck process. For more information see our Gingr PreCheck Overview article.
How to: View Reservation Details.
Finding the Reservation Details Page
There are a few ways to navigate to the details page of a reservation.
From the Dashboard:
- From either the Checked In, Expected Today, or Going Home Today sections of the Dashboard, find the reservation in the list and click on the Actions menu (list icon), then select View Reservation Details.
- Also from the Checked In, Expected Today, or Going Home Today sections of the Dashboard, find the reservation and click on the reservation type.
From the Animal or Owner Page:
- Navigate to the Animal or Owner page by either, clicking on their name from anywhere in the app, or type the owner or animal's name into the predictive Search box in the upper left of your app.
- On the Animal or Owner page, click the Reservations tab.
- Find the reservation you are looking for and click the Actions menu to select View Reservation. Alternatively you can click on the reservation type.
Navigation Buttons:
-
Pencil/Edit Icon: click this button to edit the reservation, owner or animal
-
Email Icon: click this button to re-send reservation related emails
-
Print Icon: click this button to print the run card for this reservation
-
Lodging Icon: click this button to manage the lodgings associated with this reservation
- Dollar Icon: click this button to generate an estimate of the reservation total or view the receipt.
This page contains key information about the reservation and allows you to manage:
- Feeding and Medication Reports
- Deposits
- Report Cards
From the Services tab your options are:
- View or Edit all services details and notes.
- See assigned service options.
- See who the Service was assigned to; who actually completed it, and when.
- Mark a Service as Complete.
- Schedule the service, if it hasn't already been.
- Edit Service notes and details.
- Delete the Service.
POS Items Tab
From the POS Items tab your options are:
- View all retail items attached to the Reservation, along with their price.
- Remove retail items from the Reservation.
- Add the item to a different Reservation.
The Lodging tab is "view only." If you want to Edit any aspect of the reservation, click Edit Reservation button. Or if you want to edit Lodging only, click Lodging Chooser button. Both buttons are located in the upper left of the page, no matter which tab you are clicked into.
- View Lodging date.
- See Area Lodging is in.
- View the Run name.
- See current and Maximum capacity of the Lodging.
Animal and Owner Tabs
Immunizations Tab
From the Immunizations tab you can:
- See if there are any expired immunizations (indicated by a red tab and (#)).
- Click Manage Immunizations to update expiration dates or enter new records.
- View details of all immunizations and their last update.
Incidents Tab
From the Incidents tab you can:
- See a record of all historical Incidents with descriptions, as well as who created them, and when.
- Add a new Incident to the Animal's profile.
A red Incident tab indicates that there has been an incident(s) recorded. The (#) indicates how many.
From the Additional Details tab you can:
- See a record of the edits made to a PreCheck form by the customers or by the business.
-The section(s) titled Gingr PreCheck Customer Portal Submission will show the original submission of the PreCheck form made by the pet parent. There may be multiple entries with this title, this means the pet parent has edited the PreCheck Form multiple times before the reservation was checked in. Each entry shown in the Additional Details Section will show what was submitted at the time of that specific entry.
-The Gingr PreCheck Business Portal Staff Check-In Submission section is for what was submitted on the PreCheck Form after the business end reviewed and made any changes to the form as needed at check in.
-The date, time, and name on the submissions represent who made the changes to the form and when they did it.
- View each entry shown in the Additional Details Section. This will show what was submitted at the time of that specific entry. So, if there are additional edits to the form and various entries, each one of them will show different information.
Envelope Icon
From the Envelope Icon you can:
- Manually send the New Reservation Email
- Manually send the Confirmation Email
- Manually send the Gingr PreCheck Email
-All of these emails also send automatically to the customer as well
Comments
0 comments
Article is closed for comments.