Booking an Evaluation in the Customer Portal (How-To)

Article Details

Summary

This article shows pet parents how to book an evaluation in the Customer Portal. When a pet needs an evaluation before booking services, Gingr shows badges on the pet and sends you to the evaluation booking.

Before You Begin

You'll need:

  • An evaluation set up by the facility. You cannot book one until it is.
  • An evaluation reservation type that exists and is enabled. The Evaluation category shows in the Customer Portal only then.

Steps

  1. Log in to the Customer Portal.
  2. View your pet cards on the homepage.
    • Pets who need evaluations show the Evaluation icon and a "Requires Evaluation" badge.
    • Pets who passed all required evaluations show the green passed icon. They do not show the Evaluation category when you book.
    A recording of the Customer Portal homepage with pet cards showing Evaluation icons and badges.
  3. Select the Book clock icon on the homepage. Or select the pet you want to book, then select the blue Book button.
  4. On the Booking Category screen, view the available categories.
    • Categories that need an evaluation show the "Requires Evaluation" badge.
    • Categories the pet already passed look normal (for example, Boarding or Daycare).
  5. Select the category you want to book. If the pet has not passed the required evaluation (for example, for Daycare), Gingr sends you to the Evaluation category. It also selects the right evaluation type (for example, Daycare Evaluation).
    A recording of Gingr sending the booking to the Evaluation category with the evaluation type selected.
  6. Choose the dates for the evaluation.
  7. If shown, select a specialist. The specialist list opens by itself if there is only one option.
    A recording of choosing evaluation dates and a specialist.

    If no services are available for this evaluation type, Gingr skips to the review step.

  8. Confirm the details, then submit the reservation request.
    The review screen with the evaluation details and the submit button.

Related Articles

Was this article helpful?

0 out of 0 found this helpful

Have more questions? Submit a request

Comments

0 comments

Article is closed for comments.