Navigation: Click the link "go to portal" from any Client's blue snapshot panel > click "Settings"
Your clients can access your Pet Sitter Plus client portal from desktop, tablet or mobile devices - the link they use and the user name and password are the same across all of these platforms. Google Chrome is the recommended browser to use, but Firefox and Safari are also supported.
There are two ways in which you can enable your existing clients to access your portal:
Simply email your client with the web site address (URL) and, optionally, their unique 10 digit account number - they can use either this number or their email address to access the portal.
Add a button to your own website which your clients can click to login to the portal. You may need the help of your web designer to do this.
The way in which you can enable new clients to access your portal is:
Add a "new client registration" button to your own website which your clients can click to register for the first time. You may need the help of your web designer to do this.
Click to enlarge
Explains the processes your new clients must follow when they register online.
Explains the processes you need to follow to invite your existing clients to use the client portal.
Explains how you can set Pet Sitter Plus to prompt clients when the access the Client Portal to 'sign' your terms and conditions, which you can upload into the client portal settings.
Explains how your clients can reset their password to gain access to the client portal when they have forgotten their password.