Getting Started with Gingr
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Learning how to use Gingr can be overwhelming! With so many features, you may not even know where to begin. In this webinar, we will be covering everything you need to know to start using the software as soon as possible. We will cover:
Setting up Gingr Payments
Signup, enabling processor, payment methods, surcharging vs. convenience fees, payments dashboard
Reservation types, services, and appointments explained
Terminology breakdown: reservation types vs. additional services vs. service options, and reservations vs. appointments
Creating customer and pet accounts
Owner form, adding pets, saving card on file, sending registration email, portal handoff
Agreements, e-signatures, and immunizations
Pushing agreements to signing device, capturing e-signatures, vaccine records with color-coded expiration, requesting vet records
Icons, notes, and profile management
Custom alert icons, employee-only notes, incident tracking, deactivating or banning animals and owners
Booking a reservation
Select type and pet, set dates, recurring bookings, lodging assignment, additional services, promotions, estimate review
Booking a grooming appointment
Select groomer and time slot, add service options, appointment card workflow
Check-in, check-out, and the shopping cart
Standard and quick check-in, checkout with payment or package credits, undo check-ins, cancel with reasons, edit while checked in
Packages, subscriptions, and memberships
Browse and sell from the shopping cart, manage credits, view history, adjust expiration dates
Refunds, voids, and store credit
Refund line items full or partial, split between card and store credit, void invoices, payment-only refunds for chargebacks