Upgrading Standing Reservations to Recurring Reservations

Overview: What are we talking about?

In this article, Recurring reservations will be highlighted and explained, including instructions on how to convert your standing reservations into recurring reservations in your app.

This article includes:

 
 
 
Helpful Hints: Before you begin.
  • If you are creating recurring reservations for boardingonly select the day of week the recurring reservation starts on.
  • Standing reservations are "penciled in" placeholders and cannot have any services or lodgings attached to them.
  • During recurring reservation creation, Gingr helps you to easily catch recurring reservations that would put you over capacity such as on holidays or peak periods.
Why Switch?:

In Gingr, Recurring Reservations are the standard way of booking future dates for a reservation throughout the year all at once! Formerly Standing Reservations was the only way to "pencil in" future reservations for pet parents. This older method comes with the cost of being unable to assign lodgings and services to the future dates which many have found to be a necessity as their business grows.

How to: Make a Recurring Reservation.
 
To create recurring (repeating) reservations for a pet, please start on the New Reservation page:  Left-hand Navigation: Reservations » New Reservation.
 
 
Basic Reservation Details:
 
Enter the basic information of the base reservation in the Details section. This will be the first reservation in the series.
 
  1. Click the Add Recurring Dates button.

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  2. Select the days of the week: In the add recurring dates widget, select the days of week the recurring reservations should begin on.

  3. Choose an end date: Click into the Until field to select a date when the recurring reservations will stop*, or type a number for the number of reservations that should recur, in the # of Reservations field.

    Screen_Shot_2018-10-18_at_11.55.26_AM.png
    Important! If you do not select an Until date, 151 reservations will be created - the maximum number of reservations that can be created at 1 time)

  4. After clicking the Add Dates button, a blue confirmation box will appear, letting you know how many reservations you are creating and when the last date of the last reservation is. If you want to view all of the dates you added, click the Show Recurring Dates button.

    Screen_Shot_2018-10-18_at_11.56.12_AM.png

    If you need to remove any of the individual dates (reservation date ranges), click the red x.

    Screen_Shot_2018-10-18_at_11.58.09_AM.png

    If you need to add individual dates, click the Add Another Reservation button.

    Screen_Shot_2018-10-18_at_11.59.17_AM.png


 

 

Additional Services:
 
You can optionally  add Services in the Additional Services section when creating a recurring reservation. The services will be attached to each of the reservations at whatever frequency you select.

Important! If you are adding services to recurring Daycare reservations, do not select any frequency for services other than Once or Every Day. The system will not add your service every other recurring reservation or every third reservation. If you select Once, choose the date in the base reservation.

 

 
Lodgings:
 
If the reservation type requires a Lodging assignment, click into the Lodging section. All date ranges you have created will appear in the lodging picker, separated by gray bars. A lodging for the first date range may have been pre-selected, displaying in green.
You can select the same lodging for all dates by clicking the + icon for the lodging, in the far right of the picker. To select lodgings for dates individually, click the bed icon in any of the lodging cells.
 
If there are any conflicts with any lodging selections for the given dates, a panel will appear, telling you which dates. The dates will also display red in the picker. If you have many dates in the picker, scroll right to see all of them.

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Recurring Boarding Stays
 
For instances where an animal will be boarding certain days of the week on a recurring basis (e.g. Boarding and Train reservations on weekdays only), there are a few important things to note: 
 
  • Start Date will be the first date of the recurring reservation.

  • End Date must be the end date of the first week of the recurring reservation.

  • Which days of the week?  must be the first day only the animal is expected to arrive each week.

 
 
Deposits

If any of the reservations you are creating fall within Deposit Dates date ranges, deposit requirements will automatically apply to those reservations, unless overridden by deposits you add to these reservations. If you type an amount in the the Amount field in the Deposits section, a deposit in that amount will apply to each reservation you are creating.

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Saving and Error Messages

Your recurring reservations will not save until you click the Save button at the bottom of the page. Any number of error messages may appear, letting you know there are conflicts. Some error messages can be overridden if you have the needed user permissions. If you do not have permission to override, you will have to correct the errors before saving.

One error message you might receive is when a pet already has a reservation on certain dates. If you get this error message, you can:

  • Continue Anyway - which will result in more than one reservation for this pet on that day.

  • Cancel These Reservation(s) - which will cancel the reservations previously booked in the system, replacing them with this one.

    Screen_Shot_2018-10-18_at_4.11.39_PM.png

 

Another error message you might receive is related to one or more of the reservation dates falling on a day already at maximum capacity. If you get this notice, you have a couple of options presented to you.

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  • Change Date(s)

    This is the most common selection, allowing you to go back into the reservation edit screen and remove the date(s) at capacity.

  • Add (X) Dates to Wait List

    This option is for when you have many recurring dates that are at capacity and you wish to manually approve dates that are open for the recurring dates from the wait list and allowing the rest to remain on the wait list until availability opens up.

  • Override & Create

    This option can be selected if you have the user group permission to override capacity and wish to allow all of the recurring dates to be booked, ignoring the capacity limits set for the at-capacity dates.

 


Once you successfully save the reservations, you will get a green success bubble and a green box with links to each reservation.

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