< Client Portal < Client Portal Overview

 

 

 

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

What do the areas mean on the Client Portal screen? 

 

  • Below is an explanation of what you see on the client portal screen:

 

1. Company Name

You can choose whether to display this or not. If your company name is included in your logo it should probably not be included. See Company Information and Hide Company Name in Header.

2. Company Logo

You can choose whether to display this or not. See Company Logo for instructions on how to upload this.

3. Client Name

The client name will appear as it has been entered into the client record. See Adding a New Client.

4. Unique ID No.

Pet Sitter Plus automatically allocates a unique 10-digit account number to each new client record that is created. This can be used by the client to login to the system instead of using their email address. The account number can also be used in email correspondence by using the merge code {CLIENT_ACCOUNT_NUMBER}.

5. Menus

The client portal menu options can be accessed here. The only menu that can be switched off is the "Your Data" menu. See Giving your Clients Access and Client Portal Settings.

This option allows you add a direct link to a website outside of Pet Sitter Plus, for example, you may wish to give clients link to your own business website, or a contact page. See Header Button Label and Header Button URL.

6. Header button

7. Online Booking (Request Services)

You can choose whether you wish to allow clients to book online through the Client Portal. To enable this option you will need to ensure certain setttings are checked. See Online Booking and Allow Clients to Request Jobs.

Online Booking with Access to Client Data and Account Information

 

The Pet Sitter Plus Client Portal enables your clients to log into their account via the internet, using a unique ID or their email address and password. The portal can be accessed from desktop, tablet or mobile devices.

Once logged into the Portal your clients can:

  • view and update their contact details and information about their pets, including uploading photos and documents if you have enabled this option

  • view the services (jobs) which have been scheduled for them in Pet Sitter Plus - see Viewing the Schedule for more information on this topic

  • Cancel scheduled jobs, if you have enabled this option 

  • Request services to be scheduled for them in Pet Sitter Plus, if you have enabled this option 

  • view their account summary and pay online (see below)

  • view or download invoices raised in the last 12 months

  • view their payment history - a list of all payments they have made to you

 

Online Payment of Invoices by your Clients


The Client Portal also gives you the option to allow some or all of your clients to:

  • make payments with their debit or credit card via your Stripe account

  • set up their debit or credit card details to enable you to collect their payments automatically from Pet Sitter Plus into your Stripe account

  • set up their bank account for you to take payments from (US only) via ACH

  • This does not affect any existing payment methods, such as direct bank transfers or BACS, checks or cash, which your clients will still be able to use

  • When a client pays their invoice online, a receipt will automatically be posted for that client in their Pet Sitter Plus account so you will no longer need to post manual receipts for these transactions

 

How do my Clients get Access to the Client Portal?


There are two ways in which you can direct your clients to their login screen so that they can access their account information:

  • Simply advise the client of the web link (URL) they need to use and provide them with their unique ID - used for existing clients

  • Add a login button to your own website that your clients can click to access the portal. You will still need to provide your clients with their login ID - used for existing clients

  • Add a register button to your own website for new clients to gain access to the portal for the first time.

See Registration and Passwords for more information.

 

ABOUT US



Pet Software Ltd provides a market leading scheduling and billing solution for Pet Sitters, Dog Walkers, Dog Day Care Centres and Kennels. Pet Sitter Plus helps pet sitters to spend more time with pets and less time on administration.



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CONTACT US



sales@petsitterplus.com

 

Toll Free  

USA & Canada      888-629-0871

 

Calling from

Within the UK         0845 834 0254

 

Outside the UK      +44 845 834 0254

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