Going Live After a Data Import

Overview:

Once your import is completed, you'll want to go live as soon as possible since you'll now have live data in your app. Steps to going live include:

1. Inspect imported data to ensure accuracy
2. Manage imported reservations
3. Manually update the app with data collected during the import period
4. Configure integrated credit card processing
5. Enable communication settings
6. Introduce Gingr to your customers
7. Go live

Helpful Hints:

• Inspect your data throughly before making any changes to your data. In the event that errors are discovered, be sure to email your Data Import Specialist immediately so that corrections can be made.
  • Any edits made to data, or new data entered after your import is completed, will not save if data needs to be re-imported.
• It is essential to go live as soon as possible once your import is completed. Failure to go live within a timely manner will result in outdated data. 
• Keep in mind that only reservations import, services do not. Therefore, any services attached to reservations will need to be manually added to imported reservations.
• If you did not import any reservations, you can skip step 2 (managing reservations that were imported)

How to: Review Imported Data for Accuracy

Please inspect the data that was imported for any potential errors. If errors are discovered, be sure to contact your Data Import Specialist immediately.

To inspect your data, follow our guidelines below:

Owner & Pet Profiles

Review a handful of owner and pet profiles (about 10) and ensure that any information you expect to see is where you expect to see it:

• contact information
• general information
• immunizations
• employee notes
• open balances
• store credit
• packages
• reservations
• etc.

Reservations

Run the Reservations by Date Range report for a date range that makes the most sense for the facility to ensure all reservations imported successfully: Left Navigation Menu >> Reports & More >> Reports >> Reservations by Date Range

Packages

Run the Outstanding Packages report to ensure all packages imported successfully: Left Navigation Menu >> Reports & More >> Reports >> Outstanding Packages

Owner Balances

Run the Owner Balance report to ensure all owner balances imported successfully: Left Navigation Menu >> Reports & More >> Reports >> Owner Balance

Employee Notes

Run the Employee Notes report to ensure all notes imported successfully: Left Navigation Menu >> Reports & More >> Reports >> Employee Notes

If you find errors, reach out to your Data Import Specialist immediately and provide specific detail on any errors found. Please do not update your data or enter any new data at this time.

If you do not find errors, you can begin updating your app with any new data collected during the import period and edit any imported data.

How To: Manage Imported Reservations

Reservations Under the 'Requested' Tab

If you have a high volume of future reservations, it is advised to consider doing a little bit at a time. For example, focus on reservations that are scheduled for the next 1-2 weeks and continue to chip away at remaining reservations over time. 

Appointment Based Reservations (Grooming, Private Lessons, etc.)

Reservations that populate here will need a service added to the reservation by scheduling it with a specialist.

To do this, click on the drop-down menu next to the reservation >> select Edit Reservation >> click on the Additional Services tab >> select the appropriate service >> select any applicable add-on services >> schedule it with a specialist >> Save and Close >> click the drop-down menu again >> Accept and Confirm.

Lodging Based Reservations (Boarding, Board & Train, etc.)

Reservations that populate here will need a to be accepted and have a lodging assigned.

To do this, click on the drop-down menu next to the reservation >> select Accept and Confirm >> choose the Area >> assign an individual lodging >> click the Accept and Confirm button.

Reservations Under the 'Unconfirmed' Tab

If you have a high volume of future reservations, it is advised to consider doing a little bit at a time. For example, focus on reservations that are scheduled for the next 1-2 weeks and continue to chip away at remaining reservations over time. 

Reservations that populate here will include all other future reservations (like Daycare, Day Train, etc.) and will need to be confirmed by clicking on the 'thumbs up' icon.

How To: Manually Add New Data to Your App

During the import period, you should have been manually logging any new data that you collected since submitting your data files to our team.

Since this data was not included in the data files that were submitted to our team, it will not be imported. Therefore, it will need to be manually added into the app. 

This data includes:

• New reservations / appointments
• Edited reservations / appointments
• Canceled reservations / appointments
• New owners / animals
• Edited owner / animal information
• Updated vaccinations
• New deposits paid
• New store credit
• Used store credit
• New open balances / debits
• Paid open balances / debits
• New packages purchased and package credits used
  • CLICK HERE for more information on how to manually add and deduct package credits

How To: Configure Your Integrated Credit Card Processing (if applicable)

If you have our integrated credit card processing, CLICK HERE for more information regarding how to properly configure your settings in Gingr and hook up your terminal(s). 

How To: Enable Communication Settings (optional)

When you are ready for Gingr to begin communicating with your customers via Email, SMS, or both, be sure to enable your Global Email and Global SMS by going to Admin >> System Email and Admin >> System SMS. 

CLICK HERE for more information on customizing and enabling your System Email.

CLICK HERE for more information on customizing and enabling your System SMS.

How To: Introduce Gingr to Your Customers (optional)

Some facilities hope to inform their customers about Gingr and encourage them to login, update their profile information, and introduce them to their new scheduling system. You can send a mass email to all customers in your app utilizing our Marketing Campaign feature. 

CLICK HERE for an overview on the customer portal.

CLICK HERE for more information on how to create and send email marketing campaigns. Sending marketing campaigns requires that the Global Email setting is enabled in your app. 

How To: Go Live

Now that your import is complete, it will be essential to keep your app as up-to-date as possible. Going live means that you are actively and consistently using Gingr to:

• Enter new customers
• Schedule new reservations & appointments
• Check pets in as they arrive
• Check pets out at as they depart
• Collect payment and process transactions

If you follow these steps, you'll be live before you know it! As always, you are welcome to reach out to your Implementation Specialist if you have any questions or concerns. Congrats on reaching the finish line!