This guide refers to the customer-facing Private Client Portal. This is a page specifically intended for use by a business' clients, not a page generally used by their staff. The login set for the Private Client Portal is not the same as the login set for team members accessing the business' BusyPaws account.
The Client Portal can be a very useful tool for your clients, providing them access to view their upcoming bookings, interact with their courses, and update their information. There are a two main ways to provide your clients with access to the Client Portal: sending the link directly to an individual customer, and integrating the portal into your website for all of your clients to use. In this guide we will take a look at those processes, and explore how clients get logged into the portal.
Only clients with existing Customer Profiles can create a password for and log into the Private Client Portal. New customers must first book or submit an intake form to create an account or have a profile created manually by a user prior to being able to use the Client Portal.
Sending the Client Portal
To send the Client Portal link to a specific customer, start by first navigating to that customer's profile page. From there, click the "Actions" button at the top of the page and select "Send Forms/Documents" from the resulting drop-down.
In the resulting pop-up, choose "Client Portal" and click the "Send" button.
That will email the customer a copy of your Client Portal message, which includes a link to log into their account as well as one to set/reset their password.
Using the Client Portal Link or Integration
The easiest way to provide all of your clients access to the Client Portal is to include the Private Client Portal link or to embed the Client Portal widget on your website. You can locate the link and the website integration code on the "Private Client Portal" card on your Links & Integrations page.
For more detailed information on integrating the Client Portal into your website, check out our guide on Using Links & Website Integrations.
Logging Into the Portal
When the customer opens the Client Portal, whether through an emailed link, the direct link, or the website integration, they will be greeted with the login screen. This page has your business' logo and fields for the client to enter their email and password.
If the client forgets their password, or has not yet created one, they can select the "Set/Reset Password" button. For more information on that process, see our guide on Creating a Client Portal Password.
You are now ready to start providing your clients with access to their Client Portal account. This gives your customers more freedom to self-book, purchase packages and memberships, update their information, manage their invoices, and track their bookings.