Configuring Training services in RunLoyal

Modified on Wed, 19 Nov at 12:16 AM

Training Services Setup and Management in RunLoyal:

This is a paid add-on. Please reach out to puppylove@runloyal.com to enable this feature. All settings-related items must be updated while on a desktop or laptop.

Training Configuration:

Navigate to Settings.
Click Training Services Configuration under Training Services.
Click Add to create a new training configuration.
Enter details: training name, description, pet type, training type, approval method, enrollment type, and minimum booking window.
- Enrollment Type:
  - Fixed Class Schedule – Classes held at set dates and times. No pets can be enrolled after the scheduled start.
Select Location Type:
- Facility-based – Assign area in visual calendar.
- At a Location – Enter location details.
- Virtual – Paste meeting link.
Toggle Required Fields such as medical history, medication, feeding info, card, and vaccines.
Click Add, then OK to confirm.
Click Assign Staff to proceed.

Assigning Staff:

Select staff member and click Edit.
Check the relevant Training Service and enter the staff commission.
Click Save.

Adding Sessions:

Click Add to create a new session.
Enter session details: name, description, number of classes.
Set Frequency: daily/weekly, start date, time, and duration.
Set Limits: max pets per class, max pet age, allowed pet sex.
Assign Staff and Area: drag to set max pet weight and select staff/training area.
Optionally, assign staff and area to All Classes.
Toggle Repeat Session if needed.
Click Add, then OK to confirm.
Sessions and classes will now appear in the system.

Creating Areas:

Navigate to Training Services Area under Settings.
Click Add Area, enter name and description, then click Add.
Click OK to confirm.
Click Add Unit to create units within the area.
Click OK.

Training Services Agreement:

Go to Training Services Agreement.
Click Add Training Service Agreement.
Enter agreement details: name, description, status, and category.
Type the Agreement Body.
Click Add, then OK.

Training Services Pricing:

Navigate to Training Services Pricing.
Select the Active price list.
Click Edit for the desired training service.
Set Price and Tax, then click Update.

Purchase of Training Services:

Go to Quick Checkout and search for the pet owner.
Click Add Training Service.
Select the Service and Pet.
Complete Payment.
View purchased training in the pet owner’s profile.

Checking In Dogs for Training:

Navigate to Daily Training.
Select the dog and click the Check-In icon.
Click Check In.

Run Card for Training Services:

Go to Training Services under To-Do.
Add Notes and Media, then update the run card.

Confirming and Assigning a Training Request:

Navigate to Training Request menu.
Click on the Requested tab.
Click the Tick under the action section to confirm the request.
Click the Assigning Icon to select a date slot.
Click Class Assignment.
Choose the date and time slot.
Click Yes to confirm the assignment.

Advanced Staff Calendar:

Go to Advanced Staff Calendar menu.
The training for the selected date will now appear on the calendar.

To complete Group Class setup please watch video below.

https://www.loom.com/share/1fdf5bdde3264bf0ab47cc026f0cb5b0?sid=988baf82-1e13-4a7d-8161-4c0d184d0489

If you have further question please contact us at puppylove@runloyal.com or 404-999-3285

A step-by-step tutorial with screenshots is included below for guidance: