Summary

The Evaluation Workflow helps you set up, track, and enforce pet evaluations in Gingr. It makes sure pets meet your requirements for services like daycare, boarding, or grooming.

This article explains what the feature does and who can use it.

What this does

Evaluations connect to reservation types, pet profiles, booking workflows, and customer messages. Staff can see evaluation status, and pet parents get a smoother booking experience.

Benefits

• Stay in control: Set evaluation rules once and apply them across locations, species, and services.

• See the whole picture: Track pass and fail results in real time from the pet profile, with color-coded icons.

• Keep bookings simple: Reservations follow evaluation requirements automatically. This helps staff avoid mistakes and helps pet parents book.

• Communicate clearly: Automated email and SMS messages tell pet parents when their pet passes an evaluation.

• Improve the customer experience: Pet parents see evaluation badges, icons, and updated booking flows that guide them.

How it works

The workflow adds an Evaluation booking category to Reservation Types & Services Configuration. You can create multiple evaluation types. Use the Evaluation Settings window to set rules by location, species, and booking category. All standard reservation type settings apply, including services, service options, and rates.

The redesigned Pet Profile has an Evaluation Results section. Staff can record pass or fail statuses and add notes. A color-coded icon shows whether a pet has passed, partially passed, never been evaluated, or failed all evaluations.

Two user permissions give you control. One lets users edit evaluation results. The other lets users override booking restrictions when they create bookings.

Gingr enforces bookings in both portals:

• In the Business Portal, Gingr blocks reservations when requirements are not met, unless a user overrides them.
• In the Customer Portal, pets that are missing requirements show an evaluation badge. Completed evaluations are hidden. Pet parents cannot use a location change to bypass the rules. Multi-pet bookings work when all pets qualify.

Gingr also adds an Evaluation Pass email and SMS template. You can edit both. They send automatically when you save results. Pet parents also see evaluation icons on pet cards, updated booking category screens with badges, a simpler specialist selection, and consistent rates in both portals.

Evaluation Results Records

The "Evaluation Results Records" setting lets you choose how your organization records and shares evaluation results. Choose one of these options:

• Option 1: Save evaluation results by location by default. Results are tied only to the location where you record them.
  • The "Save Results to All Locations" checkbox shows and is unchecked by default.
  • The evaluation icon shows results from the current location only.
• Option 2: Save evaluation results to all locations by default. Results save across all locations unless you deselect this.
  • The "Save Results to All Locations" checkbox shows and is checked by default.
  • The evaluation icon shows results from the current location only.
• Option 3: Always save results to all locations automatically. Results save system-wide, so pets are handled the same way at every location.
  • The "Save Results to All Locations" checkbox is hidden, because results always apply to every location.
  • The evaluation icon shows the same result across all locations.

Permissions

You'll need these permissions for your user group:

• 'Can Edit Evaluation Results': This app permission lets you update pass or fail statuses in the Pet Profile.

• 'Can Override Evaluation Requirement': This app permission lets you bypass booking restrictions when evaluation requirements are not met.

• Reservation Type Permissions: Only users in the 'Admin' User Group, or user groups with the 'Admin Delegations' permission 'Reservation Types and Services Configuration', can create or edit evaluation reservation types, set up services, and manage rates.

• System Email/SMS Permissions: Only users in the 'Admin' User Group can edit System Email/SMS templates.

You can set these permissions in Admin » User Groups.

Where to find it

Go to Admin > Reservation & Service Configurations > Evaluation Settings to set up how evaluation results are recorded. Evaluation results appear in the Evaluation Results section of the Pet Profile.

Related Articles

• Configure Evaluation Types

• Managing Evaluation Results in the Pet Profile

• Booking an Evaluation in the Customer Portal