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

 

The section covers:

 

  • what you need to do to give access to the client portal to existing clients

  • what you need to do to enable new clients, who do not currently use your services, to do so

  • learn how to enable your clients to view or amend their client and pet data, book online services or cancel scheduled jobs from the Client Portal

 

As an Administrator you can also:

  • find out how you are kept informed when your clients change their data in the portal

  • find out how you are notified when your clients cancel jobs from the portal

  • find out how to enable your clients to book online from the portal, how you are notified of service requests made and what you need to do to schedule the requested jobs in your Pet Sitter Plus diary

 

Click to enlarge

Giving Your Clients Access >

Instructions on how to give your existing clients access to the client portal.

 

Online Registration for New Clients >

Explains the processes your new clients must follow when they register online.

 

Optional Functions for your Client Portal >

Explains how to allow clients to view and amend their data, and to cancel scheduled services.

 

Online Booking >

How to allow clients to make online bookings, how you are notified of bookings (job requests) made and then how to schedule the bookings.