Owner, Animal, and Reservation Details Pages

Overview: What are we talking about?

In this article, we will discuss how to set up, navigate, and customize the new owner, animal, and reservation details views. By the end of this article, you should understand how to access details for any owner, animal, and reservation, how to change your views, and how to customize your own layouts.

This article includes:

• Enabling the Owner, Animal, and Reservation Details View
• Navigating the Owner, Animal and Reservation Details Page
• Customizing the Owner, Animal, and Reservation Details View

Helpful Hints: Before you begin.

• Before beginning, it is helpful to understand that the new owner, animal, and reservation details view is designed to give you all of the information you need in one spot, without forcing you to lose your place. This means you can access owner, animal, and reservation details to bring up this new page and, when you exit, you’ll be right where you left off.
  
  
• It is also important to understand that views are customizable. You can create different views for the different types of work you do so that the information you need is front and center. You can also customize how your information is displayed depending on the device that you are using.

Set it Up: Let's get started.

Enabling the Owner, Animal, and Reservation Details View

Accessing owner, animal, and reservation information is just as easy as before; however, to access this new view, you will need to enable it and configure group permissions.

Step 1: Reach out to Gingr Support to Enable the New View  

To enable this new view, the setting for Show New Details Pages under Left-Hand Navigation: Admin » Gingr Admin Settings will need to be turned on. This Admin page is only accessible by Gingr Support and will need to be activated by one of the Support Agents. 

Step 2: Group Permissions 

To configure these group permissions, go to Left-Hand Navigation: Reports & More » Groups and configure the following group permissions for those user groups which you want to have that ability.

1. Can Create Details Page Layouts
   
   
2. Can Edit Existing Details Page Layouts

Important! The layout labeled Default cannot be edited by any user.

Navigating the Owner, Animal and Reservation Details Page

When using the new Owner, Animal, and Reservation Details view, there are several elements to take advantage of on the page.

Headers:

When opening an owner, animal, or reservation, you will notice expandable headers at the top of the window. These headers give you a bird’s eye view of the entire family including the owner name, animal names and icons, and reservations that you have opened.

Different Types of content are indicated in the follow ways:

1. Owners are indicated by a blue header
   
   
2. Animals are indicated by a green header,
   
   
3. Reservations are indicated by an orange header.

Important! Families with multiple pets will stack in the animal header section. Deactivated animals will be shown in a red header.

Quick Navigation:

You can quickly navigate to any piece of information for a family by expanding a header section and clicking on the type of content you want to view.

To expand a header, click the arrow icon to the right of header section. From there you can click on any item to immediately scroll to it.  

Important! Use the quick navigation links to quickly jump between pieces of information.

Quick Actions:

You can access quick actions for an owner, animal, or reservation by clicking the action menu button in the header section or in the title header of the content.

For Owners, you can:

1. Edit Profile
2. Upload Files
3. Print Record
4. Create a New Reservation
5. Create a New Appointment

For Animals, you can:

1. Edit Profile
2. Create a New Reservation
3. Create a New Appointment
4. Open the animal’s Appointment Card (this can be done from the animal’s content title header).

For Reservations, you can:

1. Edit Reservation
2. Print Run Card
3. Manage Lodgings
4. Send New Reservation Email
5. Send Ready For Pick Up/Check Out Email
6. Send Check Out Survey Email
7. View Estimate/Receipt
8. Cancel Reservation
9. Delete Reservation

Collapsing and Dismissing Content:

As you work in the new details view, you may have content open that you no longer need to view and can collapse or dismiss it.

You can collapse content by clicking the arrow icon next to the item you want to collapse. This will close the details of the item but will leave it present for you to reopen.

You can dismiss content by clicking the x icon next to the item that you want to dismiss. This will remove the item from the details view. You can always reopen it later.

Important! You can completely dismiss the details view by clicking the x icon in the owner header in the top right-hand corner of the screen to return to where you were in Gingr.

Customizing the Owner, Animal, and Reservation Details View

The Owner, Animal, and Reservation details pages are customizable. This allows you to create different layouts of information so that you can view a layout which has the information that you find important front and center.

1. To access the layout editor, open the new details view from anywhere in Gingr by clicking on an owner name, animal name, or reservation.
   
   
2. Click the Gear Icon that is located in the top right of the details page to access the list of available layouts.
   
   Important! From this list, you can change the layout you are currently viewing, customize existing layouts, and create new ones based on your group permission settings.
   
   
   
   
3. To create a new layout, click New and to edit an existing layout, click the pencil icon next to the layout that you want to edit.
   
   Important! Layouts can only be created and edited on a desktop computer.
   
   
4. Name your layout and choose from the following options
   
   
   1. Owner (pet parent) information
   2. Animal information
   3. Reservation information
      
      
   1. Desktop
   2. Tablet
   3. Mobile
      
      Important! You do not need to have separately created layouts for each device size. Any layout can be customized so that it has different views depending on the type of device that you are viewing it on. For example, one layout might look the same or different depending on whether or not you are viewing it on a Desktop, Tablet, or Mobile Phone.
      
      
1. Views: choose which kind of content you want to start editing
2. Device Size: choose which device size you are creating a layout for.
   
   
   
   Important! You do not need to have separately created layouts for each device size. Any layout can be customized so that it has different views depending on the type of device that you are viewing it on. For example, one layout might look the same or different depending on whether or not you are viewing it on a Desktop, Tablet, or Mobile Phone.
   
   
   
5. Select the types of information that you want in your layout using the toolbar on the right-hand side.
   
   
   
   
6. Move and resize content in the layout window by clicking and dragging.
   
   
   
   
7. Quickly switch to edit other types of content and device sizes for the same layout using the drop-down options on the right-hand side. Choose the type of content and device size that you want to edit your layout for and then click Change View.
   
   
   
   
8. Save your changes by clicking the Save button in the toolbar on the right-hand side to go back and start using your new/edited view!