How do I turn on report cards?

Want to prompt your team to complete a report card when they finish an appointment? You can! 🙌

• When turned on, this feature automatically opens a draft report card every time an appointment is marked complete. 
• In the default off setting, you and your team can still complete report cards for your visits by tapping back into any appointment that you've marked complete – you just won't be automatically prompted to complete a report card if this setting is turned off. 

⚠️  Only Owners and Administrators have the permissions necessary to turn on or off this option.

How do I turn on report card prompts?

To automatically prompt your team to complete report cards after every appointment, go to the Service & Pricing tab on your Settings page. Hover over any category and tap on the ⚙️gear icon in the top right to access your Category Settings.  

Next, go to your  Accountability tab and turn on the toggle in the report cards section for the service category you'd like to be prompted with report cards. You will need to turn this feature on for each service category individually.