Create Different Report Cards For Different Services
There are likely different tasks that you do for each different service that you offer. For example, cleaning the litter box might be a common thing you do for cat boarding but probably isn’t something you do in dog daycare. In these cases, it makes sense to have a separate report card for each different category of service.
Note: See our help article on Visit Report Cards for instructions on how to create multiple report cards
Use The “Hide” Option For Questions That Don’t Apply To All Pets
There are some questions you may want on your report card that won't apply to all pets. For these types of questions, you can use the “Hide 'No' Answer” option so that when you skip this question when it doesn’t apply, that question isn’t included on the report card that is sent to the client. For example, you may include a question about whether or not a daycare dog ate lunch, even if not all daycare dogs are fed lunch; if you set the question about lunch to be hidden when skipped, your client that doesn't bring lunch for their dog won’t see this question on the report card they receive.
Only Create Questions For Things That Are Commonly Done
It can be tempting to create a report card question for every possible scenario that could happen during a service, but doing this will create very long report cards that will be a lot to scroll through and fill out for each pet. It’s best to create questions for only the things that are commonly tracked when a pet is in your care. For example, if you primarily care for only dogs and cats, it may not be worthwhile to create questions that are specific to other types of animals, and in those rare instances when you do care for another type of pet, you can always type up the specifics of what you did with that pet in a note to the client.