Navigation: Click the link "go to portal" from any Client's blue snapshot panel

 

Once logged onto the Client Portal, from the Schedule screen your client will be able to:

  • make online bookings through request services (if you have allowed them to do this)

  • view booked or scheduled jobs on their account, both historic and future bookings

  • cancel scheduled jobs (if you have allowed them to do this)

  • view check-in and check-out times on jobs (if you have allowed them to do this)

  • view feedback reports (if you have allowed them to do this)

 

Click to enlarge

Viewing the Schedule >

The schedule view displays a month-by-month, or day-by-day calendar with all historic and future bookings. It is also possible to view check-in and check-out times plus feedback reports.

 

Making an Online Booking with Request Services >

Learn how clients can request services through the portal and how to schedule these through Job Requests. Also see how you will be notified of an online booking.

 

Canceling a Service >

Find out how your clients can make payments to you via Stripe, using their credit or debit card, and how you will be notified of a canceled service.