The Online Client Portal lets pet parents add and manage their own payment cards and view their store credit balance — without your staff needing to handle any card data. For an overview of the full portal, see Online Client Portal Overview 👈
This article explains what clients can do in the Payment section.
Payment methods
In the Payment section, clients can view their cards on file and add new ones. This removes the need for your staff to manually enter card details at checkout.
Cards on file
If a client has a payment card saved, they see the card brand, masked card number (last 4 digits), and expiry date. Cards are displayed for reference only — clients cannot edit or delete them from the portal.
Adding a card
Clients can tap + Add card to open the payment sheet and enter their card details. The card number, expiry date, and CVC are encrypted — your business never sees raw card data.
Once saved, the card is available for checkout at their next appointment.
📝 Note: Clients can have multiple cards saved. All saved cards appear as separate rows in the Payment section.
Store credit
The Store Credit row shows the client's current store credit balance. Tapping it opens a transaction history showing all credits added, deducted, or refunded.
📝 Note: Store credit is display-only from the client side. Clients cannot add credit themselves — store credit is applied by your business.