Helping Your Customers Use the Portal
The Parent Portal is the website where your customers go to book stays, pay their bills, and update their pet's information. It works great on phones, tablets, and computers.
The best part? When customers use the portal, they do the work of typing in their info, so your staff doesn't have to!
What can my customers do?
- Sign Up: New customers can create their own accounts and add their pets.
- Request Stays: They can book Boarding, Daycare, or Grooming. Petsoft won't let them book if their pet's shots are expired.
- Sign Agreements: They can sign your "Customer Agreement" with their finger on their phone.
- Pay Online: They can pay deposits or final bills with a credit card.
- See Updates: They can read the Report Cards and see pictures you send them.
How do I get customers to use it?
- Put a button on your website: Add a big "Book Now" button that links to your portal.
- Use QR Codes: We give you a QR code in your settings. Print it out and put it at your front desk or on your business cards!
- Email Signatures: Add the link to every email you send.
Is it secure?
Yes. Customers log in with their email and a private password. They can only see their own pets and their own bills. If they forget their password, they can reset it themselves without calling you.
note
To get started, you'll need to set up your Business Link (Slug) and Branding in the settings menu.
Parent Portal vs. Front Desk
| Task | Parent Portal | Front Desk |
|---|---|---|
| New customer signup | Customer creates account themselves | Staff creates account manually |
| Booking requests | 24/7, from any device | During business hours only |
| Updating pet info | Customer edits directly | Staff takes notes over the phone |
| Paying deposits/bills | One-click card payment | Cash, check, or card terminal |
| Uploading vaccines | Photo upload from phone | Email or paper drop-off |
| Signing agreements | Digital signature on phone | Print, sign, scan, or in-person |
Customer journey
Setup checklist for facilities
| Step | Action | Where to configure |
|---|---|---|
| ☐ 1 | Set your Business Link (Slug) | Organization > Branding |
| ☐ 2 | Upload your logo and brand colors | Organization > Branding > Images |
| ☐ 3 | Configure required agreements | Business Setup > Agreements |
| ☐ 4 | Set vaccination requirements | Business Setup > Vaccinations |
| ☐ 5 | Enable integrated payments | Billing > Payment Processing |
| ☐ 6 | Add "Book Now" button to your website | Your website provider |
| ☐ 7 | Print QR code for front desk | Organization > Branding |
Still Need Help?
If you need help setting up your parent portal, please open a support ticket:
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Still stuck?
Our team is happy to help. Reach out and we'll get you back on track.