How to Create Report Cards

Report Card Setup

To set up your report cards:

1. Go to Settings
2. Under the Administration heading, click Report Card Settings
3. Choose the service report card you wish to set up
4. Modify the Report Card Options how you’d like, and click Save Settings

5. Next, to set up your report card questions, go to the Report Card Questions tab
   
   
6. You can add headings to divide sections (e.g., My Day, My Friends, My Services, etc.) by clicking the + Add Heading button
7. You can add questions by clicking + Add Question to Report Card
8. Choose the question type
   
   
9. To “enable” your question, make sure to click the pets column respectively
   
10. You are also able to add different email templates to send your customers along with the notification their report card is published/live. To add an email template, navigate to Report Card Settings (Settings > Administration > Report Card Settings), and click the + Add Email Template button

Sending Report Cards

You can edit and send the report card(s) from the following locations:

1. Clicking the report card icon on all of your Day Summary and Scheduled Events reports
   You are also able to publish the report card in the customer portal and email the report card notification to the customer. If you click “Save and View,” you can also print the report card.
2. Directly from the Booking Confirmation page
   

You can review your report cards at any time from the confirmation page under the Report Cards heading. You are able to see the dates and times of the service, the status of the report cards, and edit and view the report card directly from this screen