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Viewing Reservation Details

Kathryn Hamilton
Kathryn Hamilton
  • Updated

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:

 

Helpful Hints

 

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 InExpected 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.

    Screen_Shot_2018-10-22_at_2.53.16_PM.png



  • Also from the Checked InExpected Today, or Going Home Today sections of the Dashboard, find the reservation and click on the reservation type.

    Screen_Shot_2018-10-22_at_2.53.57_PM.png

 

From the Animal or Owner Page:

  1. 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.

  2. On the Animal or Owner page, click the Reservations tab.

  3. Find the reservation you are looking for and click the Actions menu to select View Reservation. Alternatively you can click on the reservation type.

    Screen_Shot_2018-10-22_at_2.55.07_PM.png

 

 

Navigation Buttons:

Directly above the tab that includes the animal and owners name are a few square icon buttons. These buttons allow you perform a number of actions, and these actions will be different if the reservation is in the future/present or completed.
  • 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.

 

 

Details Tab

This page contains key information about the reservation and allows you to manage:
  • Feeding and Medication Reports

  • Deposits

  • Report Cards

    Screen_Shot_2018-10-22_at_2.57.24_PM.png
 
 
 
Services Tab

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. 
 
Click the Action menu beside a service to:
  • Mark a Service as Complete.

  • Schedule the service, if it hasn't already been.

  • Edit Service notes and details.

  • Delete the Service.

    Screen_Shot_2018-10-22_at_2.59.31_PM.png

 
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.

    Screen_Shot_2018-10-22_at_3.00.08_PM.png

 
Lodging Tab 
 
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.
 
From the Lodging tab you can: 
  • View Lodging date.

  • See Area Lodging is in.

  • View the Run name.

  • See current and Maximum capacity of the Lodging.

    Screen_Shot_2018-10-22_at_3.02.50_PM.png

 
Animal and Owner Tabs
 
The Animal and Owner tabs are duplicated from the Animal and Owner profile pages. These pages are identical to the Animal and Owner page Details tab. From here you can view all important Animal and Owner information. In order to edit Animal or Owner profiles, click the Edit Owner or Edit Animal buttons (both in the upper right of page).
 
 
 
 
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.
Screen_Shot_2018-10-22_at_3.06.09_PM.png


 
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.

 Screen_Shot_2018-10-22_at_3.06.34_PM.png
Additional Details Tab
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.

Screenshot_2023-02-04_at_10.55.03_AM.png

-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.uetQoMhX1N.gif

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

 

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