WEBINAR

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:

Getting Started
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Setting up Gingr Payments

Signup, enabling processor, payment methods, surcharging vs. convenience fees, payments dashboard

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Reservation types, services, and appointments explained

Terminology breakdown: reservation types vs. additional services vs. service options, and reservations vs. appointments

Customers and Pets
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Creating customer and pet accounts

Owner form, adding pets, saving card on file, sending registration email, portal handoff

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Agreements, e-signatures, and immunizations

Pushing agreements to signing device, capturing e-signatures, vaccine records with color-coded expiration, requesting vet records

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Icons, notes, and profile management

Custom alert icons, employee-only notes, incident tracking, deactivating or banning animals and owners

Reservations and Appointments
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Booking a reservation

Select type and pet, set dates, recurring bookings, lodging assignment, additional services, promotions, estimate review

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Booking a grooming appointment

Select groomer and time slot, add service options, appointment card workflow

Daily Workflow
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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

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Packages, subscriptions, and memberships

Browse and sell from the shopping cart, manage credits, view history, adjust expiration dates

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Refunds, voids, and store credit

Refund line items full or partial, split between card and store credit, void invoices, payment-only refunds for chargebacks

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