Everything at your clients' fingertips
We provide a fully responsive and feature-rich client portal that also works great on all devices, whatever the size.
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 many ways to customize the portal with your branding and information to your own requirements including setting times you are not available for bookings.
Clients can request services online, but you are in control with our two-stage process. Initially your client creates a service request that is received by you for processing. Then you have the opportunity to check your schedule and/or if you have available staff capacity before you confirm the reservation with your client. You can add an info panel to explain how to make a booking, or remind clients to book during busy periods. You can also prevent clients from booking at weekends or duing company vacations, and on any days or times you are unavailable.
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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 card, 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.
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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. Require clients to add pet vaccinations. Need to add a questionnaire? Or some policy documents? No problem.
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