Client portal

What clients see at home

One screen covers money and the schedule — no hunting through menus.

• ✓ Greeting and household name so the portal feels personal
• ✓ Billing section with month picker, line items, and outstanding total
• ✓ Download a PDF statement for the month they select
• ✓ Upcoming visits with dates, services, and published time windows

Booking and requests

• ✓ Request new services or changes when you allow it in company settings
• ✓ Daycare mode: clients choose Morning or Afternoon instead of a time window on service requests
• ✓ Boarding stays: clients choose arrival and departure dates for Stay-type services
• ✓ View pets and contact details tied to the household account
• ✓ Reset portal password flows without calling the office for every login issue
• ✓ Public apply links for new client intake when you publish a form

Pets and account settings

• ✓ Households see their pets and contact details tied to the account
• ✓ Clients reset portal passwords without calling the office every time
• ✓ Portal help content explains what they can and cannot do online
• ✓ Staff enable portal per client when the household is ready — not before

Payments and branding

• ✓ Turn on bank transfer, Stripe Connect, or PayPal from admin billing settings
• ✓ Clients choose a payment method and pay outstanding balance online
• ✓ Logo, colours, and company profile from your setup wizard carry through to the portal
• ✓ Schedule visibility defaults: show time windows, hide times, or other modes per company policy

Training summaries for owners

When your team publishes a visit summary, households see it on portal home — no extra login or email attachment hunt.

• ✓ Staff create summaries in Design Studio — web or native mobile editor
• ✓ Publish as PDF (and PNG preview) when the visit write-up is ready
• ✓ Clients open published summaries from the portal on phone or laptop
• ✓ Marketing designs stay admin-only — training summaries are the client-facing output