Revelation Pets offers the choice to deactivate both owner and pet accounts. This can be a helpful feature if a customer moves away, or if a pet that once visited your facility will no longer be coming in. This article will review how to deactivate a pet's account and manage existing bookings. We will also cover how to mark a customer's account as inactive.
This Article Includes:
- How to deactivate and reactivate a pet's account
- How to manage bookings with deactivated pets
- How to deactivate and reactivate an owner's account
- Managing Outstanding Payments
- Adding Money to a Customer's Credit Account for a Cancelled Booking
- Merging Customer and Animal Accounts
- How to Enable the Pet Details Icon
How to Deactivate a Pet's Account
If a pet is no longer active at your facility, Revelation Pets offers the option to mark them inactive. When a pet is marked inactive, if they have future bookings planned, Revelation Pets will alert you that there are future bookings that need to be managed.
To deactivate a pet, go to the owner's account, then click on Pets. Select the pet that should be deactivated, and scroll to the bottom of the page, and click the button labeled, "Mark as deceased/inactive".
When viewing the Bookings Report, the deactivated pet will now display in gray.
If a pet was mistakenly marked as inactive, or if they have come back and you want their pet details to remain intact, go to the Owner's Profile» Pets » Inactive Pets. Open the pet's details and scroll to the bottom. From here, click "Mark as Active."
How to Manage Bookings with Deactivated Pets
If you are ready to manage the bookings that include a deactivated pet, open the bookings from the Bookings Report. The recording below will show how to manage a booking with 1 active pet and 1 inactive pet on the same booking:
If you want to revisit these bookings at a later time, you can run the Bookings Report for a specific customer via their Owner Profile » Booking History tab.
Cancelling Bookings with Deactivated Pets
Deactivated pets' booking data will display highlighted in light red on the booking, and there will be a note at the top of the page alerting you that there is a deactivated pet on the booking itself.
If an inactive pet has a future booking on your app without any active pets, open up the booking to cancel the booking and manage payments. If there's no payment on the booking, you can also delete the booking entirely.
Open the booking, and select Cancel. If there are payments attached, a popup will appear alerting you to manage the payments. If this customer has other active pets on their account, you may want to credit the payments onto the customer's account to use toward future bookings. You can also choose to refund the customer directly.
If you want to truly zero out the invoice, you can use a Special Rate of $0.00.
*If you do not have an existing Special Rate of Zero built out in your application, go to Account Settings » Services & Costs » Special Rates » and click 'Add a new special rate.' Learn more about this here.
The recording below will demonstrate how to cancel a booking and manage payments:
How to Deactivate an Owner's Account
If a customer is no longer active at your facility, but you want their account data to remain intact, you can mark them inactive. This is helpful if you need to keep track of past payments and booking data, or if they may come back again in the future.
To mark a customer inactive, go to their Owner Profile, and click on the "Active" tab. Inactive customers will display highlighted in light red on the Customers report.
If you need to re-activate an owner, open up their owner profile and click on the "Inactive" tab to make that customer active again.
If you have any questions, reach out to our Support team at email@example.com