PawLoyalty - Using Custom Icons

Custom Icons allows you to flag accounts and quickly see information by viewing an icon.  For example, you can set an icon to alert you about an arthritic pet, a client who has special instructions, a pet who has food allergies, and so on.

Click on PawLoyalty, Administration.

Click on Custom Icons.

You can create as many icons as you'd like.  There are over one thousand images to choose from.

Click Select to choose an image.

Enter a title.  This information will display when you hover your mouse over the icon.

Choose a color for the icon.

Capacity allows you to limit how many pets can be assigned to this icon.  For example, maybe you can only accommodate 50 senior pets in your facility.

You can turn on checkin or checkout alerts for pets with this icon.

You can choose a place holder.  If choose this, then this icon will be assigned to every pet in that group.  For example, you can create an Expired Vaccine icon and check the option for Expired Vaccine.  The icon will be automatically added to all of those pets that apply.

Click Add when done.

When clicking Select, you will have all of these options to choose from.

Now you are ready to assign the icon to the pet.  On the pet card, click on Custom Icon.

You will see these icons wherever you see the pet.  When you hold your mouse over the icon, it will display your title.

You can view these on the pet card.

You will see the icons on the appointment on the Company Portal.

You will see the icons when you search for the pet/client.

• Related Articles

• PawLoyalty - Using report cards

  Click on PawLoyalty, Administration. Click on Report Cards. This is where you setup the content that is available to be added on report cards. Click Configure on the module you want to edit. Add title and subjects. Add subjects that you can create ...

• PawLoyalty - Using credit cards

  Charging/storing credit cards When paying with a credit card, you have three options: Stored CC, Swipe CC and Enter CC. On Stored CC, you choose the card from the dropdown and hit Pay. On Swipe CC, you can also check the box to store this card on ...

• PawLoyalty - Setting up automated emails

  You can setup automated emails for birthdays, appointment reminders, expired vaccinations, reservation requests, package and credit thresholds, and many more options. Please note: You are not able to dictate what time automated emails are sent. They ...

• PawLoyalty - Setting up Online Booking

  To setup your online reservation system, click on Pawloyalty, Administrative. Click on Customer Widget. Click on Generate Code. Copy this code onto your website, named Booking Reservations, for example. Please note: These appointments are not ...

• PawLoyalty - Making appointments for past dates

  If you need to make an appointment for a past date, on the pet card, click on Historical appointment. This will allow you to choose past dates. Then you can go to that date on the schedule and check the pet in/out. You will be able to put the date of ...