Setting Up an Online Video Series

Kathryn Hamilton
Kathryn Hamilton
  • Updated

Overview: What are we talking about?

This article will describe how to set up and offer an Online Video Series at your facility. This can help you offer training alternatives to in-person sessions depending on your facility's needs. These pre-recorded sessions can be made available as POS/Retail Items in Gingr. Services like Vimeo offer free accounts where you can store a video library for your customers. 


This article includes:

  1. Setting Up Items for Sale on the Customer Portal
  2. How to Purchase Retail on the Customer Portal and Processing Online Orders
  3. FAQ

Helpful Hints: Before you begin.

  • As with most features in Gingr, this feature is best utilized if the staff is trained on the workflow to ensure that customers are properly notified when their items are ready and that you don't oversell items.

  • Important! In order to use this feature, you must use the integrated credit card processing. If you do not currently use Gingr’s integrated credit card processing, send an email to sales@gingrapp.com to get signed up!
 

How To: Setting Up Items for Sale on the Customer Portal

Step 1: Create a New POS/Retail Item

  1. Navigate to Admin » Shopping Cart and Point of Sale » Retail.

  2. Scroll down to the section labeled Retail Items.

  3. Click the blue +Add button.
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  4. Fill out the form.
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  5. Click Save when finished.

    • Or, click Save And Add Another to continue adding more Online Video Series'.
       

Step 2: Enable Communication Preferences 

This section will guide you through enabling the notifications and communication preferences so that you can ensure that when a customer purchases an item from the Customer Portal, both Staff and the Customer are updated regarding the status of that order.

  1. To enable communication for Staff Users, navigate to Reports & More Icon » Groups.

  2. Locate the Notification: New Online Retail Order Received permission and enable it for any user group that you'd like to receive an in-app notification when retail is purchased.

  3. To enable communication for pet parents, navigate to Admin » System Email.

  4. On this page, enabled the following email templates if you'd like:

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  5. For including the link to the pre-recorded meeting, it can be added to either of these Email Templates, or you can utilize the Canned Emails via Admin » Canned Email Templates.

    Setting Description Helpful Hint
    New Online Retail Order Received If enabled (set to Yes/On), when a customer places an order on the Customer Portal, the customer will receive the "Online Order Received" email. You can customize the verbiage of this email by navigating to Left-Hand Navigation: Admin » System Email.
    Online Retail Order Ready for Pickup If enabled (set to Yes/On), when staff marks an order as ready for pickup, the customer will receive the "Online Order Ready for Pickup" email. You can customize the verbiage of this email by navigating to Left-Hand Navigation: Admin » System Email.
    Global email on If enabled (set to Yes/On), your app will be able to send emails to customers.  This setting must be enabled in order for customers to receive email regarding their purchases from the customer portal. 

  6. Save your changes.

 

 

How to: Purchase Retail from the Customer Portal & Process Online Orders

Step 1: Making a Purchase as a Pet-Parent

  1. Navigate to the Customer Portal and log in as an existing customer.

  2. Navigate to Top Navigation: My Account » Purchase Packages and Retail.



  3. Click to the Retail tab to view the available Retail Items for sale.



  4. Click the + button next to the items' price to add it to your order, and repeat for the total number of items you'd like to purchase. 

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  5. Check Out using a Credit Card.

  6. Once complete, the system will send the Online Order Received email to the customer if they have opted in to communications. 

Step 2: Fulfilling the Order as an Employee User

  1. When an order is processed, staff will receive an in-app notification via the Top Navigation: Bell Icon.

  2. To process the order, navigate to Left-hand Navigation: Point of Sale » Online Retail Orders.



  3. On this page, the staff can perform a few actions.



    • View Transaction: This will take the user to the receipt for the transaction.
    • Print Order: This will allow the user to print an order slip to "tag" the items purchased and mark them as sold.
    • Mark as Ready for Pickup: This will mark the item as ready to be picked up, and will send the Online Order Ready for Pickup email to the customer.
    • Mark as Picked Up: This will mark the item as picked up and complete the order process.
    • Cancel Order: This will cancel the order and take the user to process a return on the receipt.

  4. Once the staff has collected the items that were purchased and confirmed the order, they should Mark as Ready for Pickup from the Action menu on this page. They can optionally enter notes at this time.

  5. When the pet parent arrives to pick up their order, staff will Mark as Picked Up to complete this process from the Action Menu on this page. They can optionally enter pickup notes at this time.
     

FAQ: Check this out!

I don't use the integrated credit card processing—can I use this feature?

  • This feature is only available to those that use the integrated credit card processing.

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