The Online Client Portal is a web-based portal your clients can access from any browser — no app download needed.
It gives pet parents 24/7 access to their relationship with your business: they can check their appointments, sign agreements, manage their payment methods, and more.
Before the portal, pet parents had to call or text your team to get basic status updates. With the portal, they can help themselves — freeing up your staff for higher-value work.
Any new client who registers or books through the portal automatically appears in your client list. No manual entry needed.
Availability
📝 Note: The Online Client Portal is available to all Boarding & Daycare or multi-care type businesses.
For grooming-only businesses, access is currently in beta — contact your account manager to request it.
How clients access the portal
Clients access the portal through your business's booking link. They verify their identity using the phone number on file — no separate account creation is needed. The portal loads their own data: their pets, appointments, agreements, and payment methods.
Learn more about How to share the portal with your clients 👈
What your clients can do in the portal
The portal is organized into sections. Each one handles a specific part of the client relationship:
Section | What clients can do | Benefit to your business |
Appointments | View upcoming and past appointments, statuses, and service details | Fewer "is my appointment confirmed?" calls |
Pets | View pet profiles and add new pets | Clients keep their own pet data up to date |
Report Cards | View service report cards and photos you've sent | High-delight feature that drives loyalty and referrals |
Agreements | Sign unsigned agreements and view previously signed ones | Eliminates paper; signatures are stored permanently |
Communication | Update their notification channel preferences (SMS, Email, Auto Call) | Reduces opt-outs; clients manage their own preferences |
Payment | Add payment cards and history | Clients enter their own card details — your staff never handles raw card data |
Group Classes (if enabled) | View pending, upcoming, and past class sessions | Reduces enrollment confusion and no-shows |
Packages (if enabled) | View purchased packages and remaining balance | Reduces client confusion about package credits |
Membership (if enabled) | View active membership plan, status, and billing cycle | Increases perceived value of recurring plans |
📝 Note: Group Classes, Packages, and Membership sections only appear in the portal when your business has those beta features active. Contact support to check eligibility for your account.
Articles in this collection
What clients can see: appointments, pets & report cards
What clients can manage: agreements & communication preferences
What clients can manage: payment methods & store credit
Online Client Portal FAQ