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Webinar Recap: Highlights from 'Mastering the Customer Portal' | Gingr

Written by Gingr | 8/7/25 2:28 PM

In an always-connected world, pet-care businesses need tools that keep pet parents informed and in control, wherever they are. Your customer portal is more than just a convenience—it’s a powerful tool that gives pet parents control over their experience while helping your staff save time and ensure accuracy. Designed with a mobile-first approach, the Gingr customer portal empowers your clients to manage every part of their pet’s experience directly from their phone or desktop.

Whether it’s booking boarding, daycare, grooming, or training appointments, checking report cards, viewing live webcams, or uploading vet records, Gingr makes it easy for pet parents to stay in the loop. They can even pay balances, track past reservations, and receive reminders about upcoming visits—all in one place.

As their trusted pet caregiver, parents will inevitably come to you with questions about navigating their portals. That's why understanding the user experience from their perspective is crucial.

In our latest webinar, we walked through how to make the most of Gingr’s customer portal: from impersonating a customer for testing, to customizing the interface, to setting up required information and workflows. Whether you're just getting started or looking to refine your current setup, this session was packed with actionable guidance.

Here’s a full breakdown of the most important takeaways.

1. Impersonating a Customer & Touring the Portal

Staff members can "impersonate" a customer to test the portal and see exactly what clients experience.

How to impersonate:

  • Go to a customer’s profile
  • Click their email address
  • Select “Login as Customer”

If the login doesn’t happen automatically, refreshing the page typically resolves the issue.

Once logged in, customers can:

  • View personalized notifications (e.g., missing vaccine records, unpaid deposits)
  • See upcoming reservations
  • View pet details and take action on any missing information
  • Start booking new services

The layout also supports both business-wide and location-specific logos, helping reinforce branding for multi-location facilities.

2. Booking from the Customer Portal

The booking workflow is designed to be straightforward and flexible:

  • Pet parents choose a location, reservation type, and time
  • Add-on services (like fetch sessions) can be selected and scheduled
  • Notes and custom questions can be added using the reservation form
  • Discounts, deposits, and fees are clearly shown before submission

Customers can also book recurring reservations, add services tied to specific staff schedules, and apply promo codes when provided. Integrated credit card processing is required for deposits to be paid through the portal.

After submission, all customer bookings land in the “Requested” tab for staff to review, approve, or reject.

3. Exploring Other Customer Portal Features

Beyond booking, the portal includes additional tabs that allow customers to manage their account and explore your offerings:

Shop

  • Purchase packages and retail items
  • Add store credit
  • View subscriptions and membership balances
  • Note: Membership purchases are not currently supported through the portal, but will be in a future update

Account

  • Upload vet records
  • View invoices and estimates
  • Sign or review waivers and agreements
  • Manage communication preferences
  • View reward points, rates, and active packages

View

  • Access report cards, photos, and videos
  • View live webcams (if enabled via a third-party integration)

More

  • Submit a “Contact Us” form
  • Access external links like your facility website, blog, or educational resources
  • Log out of the portal

All of these sections are optional—any element that doesn’t apply to your business can be hidden for a cleaner experience.

4. Customizing the Customer Portal

The beauty of the Gingr customer portal is that your can tailor it to match your brand and your operational needs! Navigate to Admin > Portal Customization to configure:

  • Visibility toggles (e.g., hide reward points, subscriptions, webcams)
  • Custom invoice text
  • Portal link and mobile app access code
  • Master and location-specific logos
  • External links (e.g., training articles, your website)
  • Custom request buttons for:
    • New reservations
    • Appointments
    • Group class registrations

Each custom link allows you to define the title, description, button color, destination URL, and display order.

5. Setting Up Customer Requirements

For accurate, complete records, Gingr allows you to shift key responsibilities to the customer.

Required Fields

From Admin > Registration Forms, you can define what must be completed:

  • Business-side signups only require name and email
  • Customers can be required to provide all remaining owner and pet details upon logging in
  • Set each field to be required for customers, employees, both, or neither

Reservation Form Questions

Add custom questions to reservation forms to gather specific information before a booking is submitted. Example: Add a required “Has your dog been coughing recently?” question to daycare reservations. These forms can be customized per reservation type, and made required only for customers or for internal staff as well.

6. Requiring Prerequisite Reservations

If you want to require that a pet completes a certain type of reservation—such as a meet-and-greet evaluation—before booking daycare or boarding, you can set that up under:

Admin > Reservation Types and Services Configuration

  • Edit the reservation type (e.g., Daycare Full Day)
  • Scroll to “Customer Portal Options”
  • Enable “Require a completed booking of another type”
  • Select the prerequisite (e.g., Evaluation)

If the customer hasn’t completed the required reservation, that booking option will be grayed out in the portal. To retroactively mark old customers as having completed an evaluation, use Admin > Create Completed Reservation.

7. Displaying “Pricing Varies”

If your service pricing depends on the pet or past sessions, you can display “Pricing Varies” in the portal:

  • Edit the service in Reservation Types and Services
  • Under Booking Options, enable “Automatically charge last checked out service price”

This gives you flexibility to customize pricing per pet, while maintaining clarity for the customer.

Common Questions Answered

A few helpful clarifications from the live Q&A:
  • All portal bookings must be reviewed by staff (no auto-approvals)
  • Customers can confirm reservations via email or SMS, if those are enabled
  • Reservation dates cannot be edited by customers after submission
  • The “Unconfirmed” tab can be used as a staging area for pending records or additional checks
  • Deleted reservations can be tracked in the reservation history tab (with appropriate user permissions)
  • Reminders and confirmation messages are managed in System Email and SMS settings

Developed Paw-in-Paw with Pet Lovers Like You

The customer portal offers a seamless way to empower pet parents, improve data accuracy, and reduce workload for your staff. With features for booking, shopping, document uploading, and account management, it helps your facility provide an excellent digital experience that matches the quality of your in-person care.

Ready to Level Up?

  • Review your portal settings under Admin > Portal Customization
  • Set up custom registration and reservation forms
  • Configure request links and requirements
  • Enable integrated credit card processing to unlock full functionality

More Learning Links:

Missed the webinar? Watch the full recording here.