Summary

This article shows admins how to create and set up Evaluation Types. Evaluation Types set the requirements a pet must meet before booking services like daycare or boarding.

You can customize Evaluation Types by location, species, and booking category. For example, you can require a Daycare Evaluation before daycare or a Boarding Evaluation before an overnight stay.

Before You Begin

You'll need these permissions for your user group:

• Reservation Type Management Permissions: Lets you create and edit evaluation reservation types.

• Can Edit Evaluation Results: Lets you update pass or fail statuses after an evaluation is done.

• Can Override Evaluation Requirement: Lets you book a pet that has not yet passed an evaluation.

You can set these under Reports & More > User Groups.

Steps

Create the Evaluation Type

1. Go to Admin > Reservation Types & Services Configuration.

2. Find the system-defined Evaluation booking category. You cannot delete this category.

3. Select + Evaluation Type.

4. Enter a label for the evaluation type. Use a clear, descriptive name. For example, use Evaluation | Daycare. Use Meet & Greet if you want one standard type across all reservations.

5. Save the new evaluation type.

Evaluation Results Records 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.
    

Tip: The Evaluation category appears in the Customer Portal only when at least one evaluation reservation type is created and enabled.

Open the Evaluation Settings

1. In the Evaluation booking category, select Evaluation Settings. These settings affect all Evaluation Types.

2. In the Evaluation Settings window, choose these settings:

   • Location: Where the evaluation applies.

   • Species: Which species require the evaluation.

   • Booking Categories: Which booking types require an evaluation before booking.

3. Save the settings. They apply to all selected locations.

Important: Users restricted to Allowed Locations can only select their allowed locations. Other locations appear greyed out. If you clear all booking category checkboxes for a location and species, Gingr removes the evaluation requirements.

Set Up the Reservation Settings for the Evaluation Type

1. Select your evaluation type.

2. Select the pencil icon, Edit Settings, to open its reservation settings. These settings are the same as for other reservation types: General Settings, Booking Options, Communication Options, Check-In Options, Customer Portal Options, and Advanced Settings.

   

3. In the Allowed Services & Service Options sections, set your allowed items. You can drag and drop items to change the display order. This works for all reservation types.

   

4. Set rates for the evaluation reservation type, any additional services, and service options. These rates apply in both the Business Portal and the Customer Portal.

   

Verify Enforcement and Visibility

In the Business Portal, Gingr blocks bookings when evaluation requirements are not met. Users with the Can Override Evaluation Requirement permission can bypass these alerts.

In the Customer Portal, pets that are missing requirements show a "Requires Evaluation" badge. Pets that have passed do not see the Evaluation category.

When you save or update a pet's evaluation results, Gingr records them based on your organization's "Evaluation Results Records" setting:

• If results save by location, make sure you are signed in to the correct location.
• If results save to all locations, updates apply system-wide automatically.

Related Articles

• Managing Evaluation Results in the Pet Profile

• Booking an Evaluation in the Customer Portal

• Customizing the Evaluation Pass Email & SMS Templates