The Client Portal is a personalized, secure area of the software where your clients will be able to:
- view their account summary.
- pay individual invoices or the full amount owed.
- view their calendar (schedule), showing services which have been scheduled for them in Pet Sitter Plus.
- view check-in/out data on previously scheduled services.
- view historic feedback reports on previously scheduled services.
- make an online booking or request for services to be scheduled for them in Pet Sitter Plus.
- cancel scheduled services.
- view invoices raised in the last 12 months and download a pdf file of any of these invoices.
- view all payments and refunds made.
- view and amend their contact details and pet information, including uploading photographs.
- enter and manage debit/credit card details.
- add bank accounts for payments by ACH (US only).
Note: You can make all – or some – of these functions available for your clients. You have the flexibility in Pet Sitter Plus to choose which functions you want to make available.
You can customize and view a variety of Client Portal options in the settings section.
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