Service Request Links in the Customer Portal

Overview: What are we talking about?

In Gingr, customers can request reservations and appointments from the customer portal. When requesting services, customers will be presented with a list of Booking Categories as configured in these Service Request Links. You can customize which of those three options appear depending on the services you offer.

Helpful Hints: Before you begin.

• Before you get started, ensure that you have first set up all of your reservation types. Think about which service types you offer that are appointment-based rather than reservation-based.
  
  
• Service Request Links can be made to direct to three places:
  
  
  • New Reservations: used for multi-day or single-day reservations that are not appointment-based (e.g. boarding and daycare).
    
    
  • New Appointments: used for single-day reservations that are appointment-based (e.g. grooming and training).
    
    
  • Group Class Enrollment: used to show your group classes and to allow customers to enroll.

Set it Up: Let's get started.

1. Navigate to Left-hand Navigation: Admin » Portal Customization.
2. Scroll down to the Request Links section.
3. Click the Pencil icon to edit a link.

1. Edit each of the service requests links that apply to your business and customize the following fields:
   
   
   • Title: Enter a brief title to indicate what types of reservations they can request by clicking this link.
     
     
   • Description: Enter a brief description of what will display below the Booking Category after one is selected (see screenshot below). 
     
   • Button Text: This field is not currently in use with the Customer Portal. 
     
     
   • Button URL: Enter the page that the link should take the customer to. You should not need to edit this field - your app is configured with these links by default. 
     
     
     • Only enter the portion of the URL that comes after “gingrapp.com”. For example, the link for the New Reservation page is https://www.businessname.portal.gingrapp.com/front_end/reservations/add so you would only enter “/front_end/reservations/add” into the button URL field.
       
       
     • Additionally, "front_end/appointment" will open the New Appointment page and "/front_end/group_class_register" will open up options for Group Classes.
       
       
2. Save your changes. 
   
   
3. Delete any reservation request links for services that you do not offer by selecting them from the list and clicking the “delete” button that appears at the top of the list.