< Client Portal

 

 

• Guide to Client Functions >

• Client Portal Overview >

​​

​

Client Portal Guide for Administrators >

• Giving your Clients Access >

• Online Registration for New Clients >

• Optional Functions for your Client Portal >

• How do I Enable my Clients to View & Amend their Details? >

• Online Booking >

• How do I Enable my Clients to Cancel Scheduled Jobs in the Portal? >

• Terms and Conditions >

Client Schedule >

• Viewing the Schedule >

• The Schedule Explained >

• Making an Online Booking with Request Services >

• What Happens After a Booking is Made Online? >

• How Will I know if a Client Books Online? >

• Canceling a Scheduled Job >

• What Happens After a Scheduled Job is Canceled? >

• How Will I know if a Client Cancels a Scheduled Job? >

 

Your Data >

• Updating a Client's Details >

• Updating and Adding a New Pet >

• Uploading a Photo or Document >

• Downloading a Photo or Document >

• Add or Change Vet >

• How Will I know When a Client Updates their Details in the Portal? >

 

Registration and Passwords >

• How does a New Client Register Online? >

• How do Existing Clients Login for the First Time? >

• How Do My Clients Sign our Terms and Conditions? >

• My Client has Forgotten their Password. How do they Reset it? >

 

Account Summary & Making Payments > 

• The Account Summary Explained >

• Can I Change the Wording on the Account Summary Screen? >

• Making a Payment via Stripe >

• Making a Payment via Other Methods >

 

Client Invoices >

• View a List of Current Invoices >

• Download an Invoice PDF >

 

Payments >

• View a Client's Payment History >

Payment Methods >

• How do I Set Up my Client Portal so Clients can Pay Online? > 

• What is Stripe? >

• Apply For and Connect a Stripe Account >

• Email Settings on Your Stripe Account >

• Why is My Client Not Receiving Receipts from Stripe? >

• Automatic Receipts of Stripe Payments > 

• Taking a Payment via Stripe >

• Taking a Payment via PayPal >

• What if a Stripe Payment Fails? >

Tip Processing >

• How does a Client Leave a Tip? >

• Taking a Tip Payment via Stripe or ACH >

• Allocating a Tip >

• Viewing the Tip Report >

• How do I pay my Staff their Tips? >

• How do I Add a Cash or Check Tip? >

Settings >

• Paying by Debit / Credit Card Online >

• Paying via a Bank Account (US only) >