Configuring Training services in RunLoyal

RunLoyal Support

Created Sep 10, 2024

Configuring Training services in RunLoyal

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This is a paid add-on, and this option will only be available if enabled. Please reach out to puppylove@runloyal.com to allow for this feature

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You can go to your RunLoyal staff portal on a Google Chrome browser. **All settings-related items must be updated while on a desktop or laptop.

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Training Configuration

8 Steps
1

Go to Settings: Navigate to the Settings section.

Go to Settings: Navigate to the Settings section.
2

Click on Training Services Configuration: Under Training Service, select Training Services Configuration.

Click on Training Services Configuration: Under Training Service, select Training Services Configuration.
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Click on Add: Begin creating a new training configuration.

Click on Add: Begin creating a new training configuration.
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Enter Details: Input the training name, description, pet type, training type, approval method, enrollment type, and minimum booking window.Enrollment Type:Fixed Class Schedule – Classes are held at set dates and times. No pets can be enrolled in this training after the sch

Enter Details: Input the training name, description, pet type, training type, approval method, enrollment type, and minimum booking window.
Enrollment Type:





Fixed Class Schedule – Classes are held at set dates and times. No pets can be enrolled in this training after the sch
5

Select Location Type: Choose whether the training is on-site or off-site.1. Facility based- You have to assign area in visual inorder to book training2. At a Location- Enter the Location3. Virtual- Paste the Meeting link

Select Location Type: Choose whether the training is on-site or off-site.
1. Facility based- You have to assign area in visual inorder to book training
2. At a Location- Enter the Location
3. Virtual- Paste the Meeting link
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Toggle Required Fields: Activate necessary fields like medical history, medication, food & feeding info, card, and vaccines.

Toggle Required Fields: Activate necessary fields like medical history, medication, food & feeding info, card, and vaccines.
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Click on Add: Confirm the configuration.Click on Okay: Complete the process.

Click on Add: Confirm the configuration.
Click on Okay: Complete the process.
8

Click on Assign Staff to proceed further

Click on Assign Staff to proceed further

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Assigning Staff

3 Steps
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Select Staff: Choose the staff member (e.g., Laurie Baird).Click on Edit Button: Proceed to the assignment.

Select Staff: Choose the staff member (e.g., Laurie Baird).
Click on Edit Button: Proceed to the assignment.
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Check on the Training Service: Confirm the assignment and enter the Service commission for the satff

Check on the Training Service: Confirm the assignment and enter the Service commission for the satff
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Click on Save

Click on Save

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Adding Sessions

10 Steps
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Click on Add: Start creating a new session.

Click on Add: Start creating a new session.
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Enter Details: Input the session name, description, and number of classes.

Enter Details: Input the session name, description, and number of classes.
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Set Frequency: Choose the session frequency (e.g., daily, weekly), start date, time, and duration.

Set Frequency: Choose the session frequency (e.g., daily, weekly), start date, time, and duration.
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Set Limits: Specify maximum pets per class, maximum pet age, and allowed pet sex.

Set Limits: Specify maximum pets per class, maximum pet age, and allowed pet sex.
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Assign Staff and Area: Drag to set the maximum pet weight and select the assigned staff. Choose the training area.

Assign Staff and Area: Drag to set the maximum pet weight and select the assigned staff. Choose the training area.
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Assign Staff and Area for All Classes: If desired, assign the same staff and area to all classes.

Assign Staff and Area for All Classes: If desired, assign the same staff and area to all classes.
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Repeat Session: Toggle if you want to repeat the session and assign staff and area.

Repeat Session: Toggle if you want to repeat the session and assign staff and area.
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Click on Add: Confirm the session.

Click on Add: Confirm the session.
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Click on OK

Click on OK
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You can now see the sessions and classes added

You can now see the sessions and classes added

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Creating Areas

5 Steps
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Go to Training Services Area: Navigate to Training Services Area under Settings.

Go to Training Services Area: Navigate to Training Services Area under Settings.
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Click on Add Area: Begin creating a new area.Enter Details: Input the area name and description.Click on Add: Confirm the area.

Click on Add Area: Begin creating a new area.
Enter Details: Input the area name and description.
Click on Add: Confirm the area.
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Click on OK: Complete the process.

Click on OK: Complete the process.
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Click on Add Unit and create units within the area.

Click on Add Unit and create units within the area.
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Click on OK

Click on OK

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Training Services Agreement

6 Steps
27

Click on Training Services Agreement: Navigate to the agreement section.

Click on Training Services Agreement: Navigate to the agreement section.
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Click on Add Training Service Agreement: Begin creating a new agreement.

Click on Add Training Service Agreement: Begin creating a new agreement.
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Enter Details: Input the agreement name, description, status, and category.

Enter Details: Input the agreement name, description, status, and category.
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Type Agreement Body: Write the agreement content.

Type Agreement Body: Write the agreement content.
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Click on Add: Confirm the agreement.

Click on Add: Confirm the agreement.
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Click on OK: Complete the process.

Click on OK: Complete the process.

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Training Services Pricing

4 Steps
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Click on Training Services Pricing: Navigate to the pricing section.

Click on Training Services Pricing: Navigate to the pricing section.
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Select Active: Choose the active price list.

Select Active: Choose the active price list.
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Edit Pricing: Click on the edit icon for the desired training service.

Edit Pricing: Click on the edit icon for the desired training service.
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Set Price and Tax: Enter the regular price and tax.Click on Update: Save the changes.

Set Price and Tax: Enter the regular price and tax.
Click on Update: Save the changes.

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Purchase of Training Services

5 Steps
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Go to Quick Checkout: Navigate to the quick checkout menu.Search for Pet Owner: Find the pet owner who wants to purchase the training service.

Go to Quick Checkout: Navigate to the quick checkout menu.
Search for Pet Owner: Find the pet owner who wants to purchase the training service.
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Add Training Service: Click on "Add Training Service."

Add Training Service: Click on "Add Training Service."
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Select Service and Pet: Choose the training service and the pet.

Select Service and Pet: Choose the training service and the pet.
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Complete Payment: Finish the payment process.

Complete Payment: Finish the payment process.
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View Purchased Training: Navigate to the pet owner's page to see the purchased training session.

View Purchased Training: Navigate to the pet owner's page to see the purchased training session.

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Checking In Dogs for Training

3 Steps
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Go to Daily Training: Navigate to the Daily Training menu.

Go to Daily Training: Navigate to the Daily Training menu.
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Check on Dog: Select the dog you want to check in.Click on Checkin Image: Click on the check-in icon.

Check on Dog: Select the dog you want to check in.
Click on Checkin Image: Click on the check-in icon.
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Click on Check In

Click on Check In

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Runcard for Training Services

2 Steps
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Navigate to Training Services: Go to the Training Services section under To-Do.

Navigate to Training Services: Go to the Training Services section under To-Do.
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Add Notes and Media: Write notes, upload media, and update the runcard.

Add Notes and Media: Write notes, upload media, and update the runcard.

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Confirm and Assigning a training request

7 Steps
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Navigate to "Training Request" menu

Navigate to "Training Request" menu
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Click on the "Requested" tab

Click on the "Requested" tab
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Click on the Tick under the action section- This confirms the training request.

Click on the Tick under the action section- This confirms the training request.
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Click on the assigning icon. This opens a menu for assigning the training to a specific date slot.

Click on the assigning icon. This opens a menu for assigning the training to a specific date slot.
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Click on "Class Assignment"

Click on "Class Assignment"
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Select the date and time slot from the list

Select the date and time slot from the list
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Click on "Yes". This confirms the assignment of the training to the selected class and date/time.

Click on "Yes". This confirms the assignment of the training to the selected class and date/time.

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Advanced Staff Calendar

2 Steps
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Go to "Advanced Staff Calendar" menu.

Go to "Advanced Staff Calendar" menu.
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You can now see the training for that date in the calendar.

You can now see the training for that date in the calendar.
Well done!
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