Visit Report Cards
When using Time To Pet, you may want to send structured "Updates" to your clients after their visits. Visit Report Cards allow you to do just that! Using our Visit Report Cards feature, you can create your own custom "Report Card" that can be completed after an event using the Time To Pet Mobile Application. You can also include a note and pictures as well. This Visit Report Card (along with the note and pictures) will be delivered to your client in real-time, and they can also access the Report Card in their Client Portal in the conversation feed.
IN THIS ARTICLE
Check out this video from our Onboarding Team on Visit Report Cards!
How Do Visit Report Cards Work?
Visit Report Cards are updates sent to your clients after their visit has been completed. The first step to utilizing Visit Report Cards in Time To Pet is to configure the settings for this feature. You can create any number of questions to include in your Visit Report Card. After you have configured your Visit Report Card settings, they can be sent right from the Mobile Application after completing an event!
Visit Report Card Settings
Visit Report Cards can be enabled in the Visit Report Cards section of your Settings:
After setting "Enabled?" to Yes, you can begin to add your questions. Each question includes text (what you are asking), how often to show the question (once per pet or once per visit), a question icon, and the question type. Time To Pet supports nearly 100 different icons. Icons should be related to your question. For example, the "Water" icon may be related to a question about refilling the water bowl. Question types can be simple "Yes/No" questions, a "Count" question (where you can enter a number), or a customizable "Multiple Choice" question.
A sample Yes/No question may look like this:
A sample Count question may look like this:
A sample Multiple Choice question may look like this:
After creating your questions - you can re-order them by dragging and dropping the question. You can also edit (and delete) questions as well, by clicking "Edit" next to a question:
Creating Multiple Report Card Templates
Time To Pet supports using multiple Visit Report Cards. For example, the list of questions will likely vary based on whether a service is for Dog Walking or Cat Litter Box Cleanup. You can create a “Dog Report Card” and assign this to “Dog Walking”. Similarly, you can create a “Cat Report Card” and assign it to your “Cat Litter Box Cleanup” service.
Initially, all of the questions you add will be added to the "Default" Visit Report Card. All services will use this "Default" Report Card unless the "Is Default?" is selected on another Report Card:
To create an additional Report Card, click the "Create Report" button:
Enter the name of the new Report in "Report Title" and click "Add Report":
Since this new Visit Report is neither the default nor have we set up any services yet, it will not ever be used. To configure which service(s) will use this new Visit Report, find the relevant service(s) in the drop-down options. Click the "Link Service" button to link services(s) to the Report Card:
Sending Visit Report Cards
Visit Report Cards are sent to clients directly from the Time To Pet App when completing a post-visit report. When Visit Report Cards are enabled for the service type, after completing an event, you'll see the report card questions you configured. You can skip the report card for any single pet or skip the "Once Per Event" questions by tapping the "Skip?" button.
Check out our help doc on Completing An Event Via The Mobile App for more details on completing a post-visit report!
Viewing Visit Report Cards
Viewed By An Admin
Visit Report Cards are listed directly in the Conversation Feed on your client's profile page. Visit Report Cards can also be deleted if needed from this screen as well:
Viewed By Your Client
Clients can view their Visit Report Card directly in their Conversation Feed in the client portal:
If your client receives their update via email and/or text message - they will also receive an image/screenshot of their report card as well.
Q: I require approval on Staff/User Messages. Does this include Visit Report Cards?
If you require messages sent from your staff to be approved - all visit report cards will be required to be approved as well. If approval is required, an admin can also update a Visit Report Card before sending it to the client.