Sending a report card
Report cards in Kennel Connection let you share updates on a pet’s activities and behavior, along with photos from their visit. Fill them in during the day or stay and send them at pickup to keep owners informed and help your business build stronger client relationships.
Open a report card
- On the Dashboard, find the pet's appointment.
- Click the report card icon on the appointment. Hover over it to see its status:
- "Select to edit or send report card": nothing entered yet.
- "Select to edit and/or send report card": started but not sent.
- "Report card sent. Select to resend": already sent.
You can also open the appointment's menu and choose Edit Report Card or Preview & Send Report Card.
Tip: Report cards are available for boarding and daycare appointments, and possibly other services depending on your setup.
Fill it in
- In the Report card for window, tick the items that apply in each group and add Comments where needed.
- Add General comments for the owner.
- For boarding, tick For full stay if the card covers the whole stay instead of one day.
- Click Save & Close to finish later, or Preview & Send to see the card.
Add photos
On the preview page, click Edit Images to add photos from your device or the Media library. You can also upload a photo from the pet's photo area and choose Upload Just to Report Card. See "Add photos and files".
Send it
On the preview page you can:
- Click Edit Report Card to make changes, then Apply Changes (or Discard Changes).
- Click Save Report Card to save without sending.
- Send it to the owner with Email Link or SMS Link. Some accounts also have Email Card and SMS Report Card Image.
- Click Copy Link to Report Card to paste the link somewhere else.
- Click View & Print to print a copy.
From the Report card for window, you can also use Send Now and pick Email Link or SMS Link.
After sending, the card shows Last Sent with how it was sent, the date, time and who sent it.
Note: Email options only appear if the client has an email address, and text options only appear if they have a phone number and texting is set up. If neither is on file, you'll see "Please add a phone number and/or email address to the client card to send the report card."
Send many report cards at once
Go to Operations > Bulk Processing and click Send Report Cards Now. Pick the Date, the services (such as Boarding and Daycare), which cards to include (Any report cards with data entered or Any report cards with images), and Send by (for example, SMS first, if none, then email). Click Preview to check the list, then click Send.
Common questions
What goes on the report card? The groups and items are set by your business in Administration > Manage > Report Card Settings. Ask an administrator to change them.
Can I resend a report card? Yes. Open it again and send it the same way. The icon shows "Report card sent. Select to resend".
How many photos can I add? Up to 20 images per report card.