Everything your clients could want
For clients using their mobile phones, we provide a fully responsive, easy to use and feature-rich client portal that works great on smaller devices. The client portal provides all the features you would expect such as client and pet information, invoicing and payments, visit reports, vaccinations logging, plus scheduling and cancellations. In addition, there are also many ways to customize the information to your own requirements as well as blocking booking requests at times outside your regular hours.
Clients can request services online, but you are in control with our two-stage process. Initially your client creates a service request that is sent to you for processing. Then you have the opportunity to check your schedule and/or if you have available staff capacity before you confirm the booking with your client. Plus you can prevent clients booking any times or days - like public holidays or company vacations - when you are not available.
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Effectively the homepage for the client portal, the account summary is a place where your clients can read important messages, view and pay outstanding invoices and leave tips for sitters. Payment methods include credit or debit card via Stripe, PayPal or ACH (USA Only).
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The schedule is the place where your clients can view and cancel their services. Your business will have its own cancellation policy which can be configured via a policy manager. If your business requires x days or x hours notice prior to cancellation or booking, no problem. You can even set cancellation deadlines such as 8pm the day before service. Plus with blocking times and days, public holidays and company closures, clients have clear booking information.
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Clients can view and update their account information and pet profiles in the client portal in a few clicks, but as the business owner, you remain in control of the information that can be updated and accessed. Use our powerful tools to completely customize the client experience. Need to add a questionnaire? Or some policy documents? No problem.
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