Make a Service Show in the Portal

Modified on Thu, 10 Aug 2023 at 08:06 PM

When a client visits the portal, this setting allows you to decide which services you want to make available for them to book using the process outlined in Request Services in the Client Portal.

Tip: Services that you "show in the Portal" means the client can select them from the dropdown list, and if you do not select this setting for a service, it will not appear in the list.

What is a Service Item?

A Service Item is a description and price for a service, such as a dog walk. Service Items are set for a time and date and then are assigned to a staff member to create the schedule. Service items appear on your Schedule, Service Orders, and Invoices.

How Do I Make a Service Show in the Client Portal?

Navigation: Admin > Services > Select a Service > Advanced

Step 1

  • Click on the service item to edit.

Select the service item you wish to edit in your pet sitting software

Step 2

  • Click "Advanced."
  • Toggle "Show in Portal" to "ON."
  • Click "Update."
Set your service to show in the client portal in dog boarding software

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