While the Public Booking Portal lets both new and existing customers book your services, the Pet Parent Portal gives any customer already in your system expanded access to view and update their information, from bookings to pet data to course content and more. In this guide we will take a look at the various aspects of the Pet Parent Portal from the customer's end.

To see what the Pet Parent Portal looks like for any of your customers, navigate to their profile page and click the "Actions" button at the top of the page.

Then select "Login as Client" from the resulting drop-down menu.

After logging into the Pet Parent Portal clients will have access to a variety of navigation options. Firstly, booking and purchase options are found near the top-right corner of any page in the portal.

Clicking the "Book Now" button opens the booking portal, allowing clients to begin the self-booking process.

If you have chosen to enable the "Purchase Package" and "Purchase Membership" functions, a "Purchase" button will appear next to "Book Now". When the client selects this button, a drop-down menu will open with their purchase options. Choosing an option from the menu will open either the Packages Portal or the Memberships Portal, from which the client can purchase any available packages/memberships.

Clients can use the icons found in the left-hand menu bar to navigate to different pages on their account. Note that some icons will only appear if the customer has relevant data saved to their profile and/or what your team has configured to be visible.

Additional navigation options can be found in the client's account menu. This menu is accessed by clicking on their profile photo icon located in the top right-hand corner.

If a client wishes to log out of their portal account they can simply open their account menu and select "Sign Out".

When a client first logs into their Pet Parent Portal account the first page they will see is their Bookings list. It can also be accessed at any time by selecting the My Bookings icon from the left-hand menu bar.

This page shows a list of their upcoming bookings, their past bookings, and any waitlist entries they have submitted. Each booking is listed with its date, the name of the registered pet, the name of the service, the start and finish times, and assigned location. If a client has a larger number of bookings in any section, they can select the "View All" button to see a full list.

To cancel an upcoming booking, clients can click on the ellipses at the right-hand side of the list entry then select "Cancel Booking".

Selecting any listed booking opens a more detailed information page. Here, clients can see the name of the service, the scheduled date and time, the location name and address, the name(s) of the assigned provider(s), the name of the registered pet, and a list of any associated messages they have received. If they are able to cancel the booking, they will also see a "Cancel Booking" button at the top-right.

Waitlist entries on the My Bookings page will display slightly differently depending on the type of entry. General waitlist entries (i.e. for a service/series but not a specific booking) display in their own Waitlists section at the top of the page.

Waitlist entries tied to specific bookings will display within the Upcoming Bookings section.

If a customer wishes to remove any of their waitlist entries, they can select the trash can icon at the right-hand side of that entry where it is listed.

For more information on creating and managing waitlist entries, check out our Waitlists help guide.

The Booking Calendar displays bookings for any services that the client has access to book (i.e. those set to publicly available and those restricted to any memberships the client has an active subscription to). Clients can access this page by selecting the Calendar icon in the left-hand menu bar.

Selecting any available group booking on the calendar will populate a "Book Now" button specific to that booking. Bookings for which the client is already registered will show in green, and those that are not available for registration will show in grey. All bookings available for registration show in purple.

The options at the top of the calendar can be used to adjust the view. Though the calendar defaults to displaying a weekly view, the drop-down at the top-right can be used to switch between the monthly, weekly, and daily displays.

The arrows at the top-left can be used to navigate forward and backward one day/week/month at a time. Selecting the "Today" button brings the client back to the current date.

By default, the calendar will display bookings for all providers. If a client wishes to see bookings with a specific team member, they can select one from the drop-down next to the "Today" button.

To navigate to a specific date, clients can select the month at the top of the page, then select a date from the drop-down calendar.

The Messages page gives clients access to all of the messages they have previously received, including all automated messages (booking confirmations, reminders, etc.) as well as manual messages sent by your team. This page can be accessed by selecting the Messages icon in the left-hand menu bar.

Message threads on this page are organized with the most recent activity shown at the top. Each thread lists its subject line, the date on which the most recent message was sent or received, and an icon indicating whether it is an SMS or an email thread. If the thread is related to a specific booking clients will also see the name of the service listed in green beneath the message preview.

Selecting any listed thread allows the client to see all of the messages included in that thread. From here they can also send additional replies to the team, directly within the Pet Parent Portal.

When a client sends a reply from their portal view their message will be received by your team just like any email or SMS reply. It will however be marked with a Pet Parent Portal message icon next to the receipt date.

If the client has access to one or more of your courses through an active membership subscription, their course content will be visible from their Courses page. This page can be accessed by selecting the Courses icon in the left-hand menu bar.

Tabs at the top of this page can be used to navigate between each of the online courses to which the client has access. Each course has a Continue Where You Left Off section displaying the next lesson for the client, as well as a general Course Overview section showing a list of all included units and their progress.

The client's recent membership and course activity, including any lesson messages and responses will be listed in the Recent Activity feed, located just below the Continue Where You Left Off section.

For more information on how clients access course content, check out our guide on Viewing and Interacting With Your Courses.

To access a list of any report cards and/or documents they have received, clients can select the Report Cards & Documents icon in the left-hand menu bar.

This will take them to their Report Cards & Documents page. Provided the client has received at least one report card they will see two tabs listed at the top of the page, Report Cards and Documents. If they have not yet received a report card they will have access to the Documents tab only.

The Report Cards tab displays a list of all the report cards a client has received for their pet(s). Each report card is listed with the name of the associated service, the photo and name of the pet, the date of the booking for which the report was filled, and the date on which the report card was received. Clients can select any listed report card to view it in full.

When viewing a report card the booking details will be listed at the top of the page. This includes the name of the service, the date/time of the booking, the date/time at which the report was completed and sent, and the name of the pet, followed by the rest of the report card content. Clients can select the "View Booking" button at the top-right corner of this view to see more details about the booking itself.

The Documents tab allows clients to see a list of the documents on their account. This includes documents they have uploaded themself through the Pet Parent Portal, documents sent to them from your business' document storage, and documents your team has uploaded directly to their profile. Documents on this list are sorted alphabetically. Customers can select any document to open it in a new tab, or click the "Download" button to download a copy of the document to their device.

If a client wishes to upload a new document to their profile, they can select the "Share Document with Provider" button at the top of the Documents tab.

This opens a pop-up where they can select the documents they wish to upload. Clients can drag files into the "Drop files here" field or click on it to open a file selector. When they have added the files they wish to share, they can click the "Upload" button to save them to their profile.

Any document the client has chosen to upload through their Pet Parent Portal account will display with a "You shared this" tag. They can remove any self-uploaded document by selecting its trash can icon.

The Intake Forms page allows clients to see a list of all the forms and contracts they have previously submitted, as well as any they have received but not yet filled. They can access this page by selecting the Forms icon in the left-hand menu bar.

This page includes a list of all the client's forms along the left-hand side. Forms they have completed and submitted will be listed with a green "Done" tag. Any forms they have received but not yet filled will be listed with a yellow "To do" tag. Clients can select any form to view it in its entirety. Completed forms will show all of the client's previously submitted responses, while forms waiting to be filled will display the empty fields for the client to complete.

In narrower browser views the forms list is replaced with a drop-down menu for easier navigation.

If you have chosen to connect webcams to your BusyPaws account, and have one or more webcams enabled, a Webcams icon will be listed in the left-hand menu bar.

Selecting the Webcams icon takes the client to a list of the enabled webcams. Here, they can see thumbnail previews for each available thread and select "View" to see the live feed.

For more information on connecting webcams to your BusyPaws account for your clients, see our Integrating Webcams help guide.

To access their profile information, a client must first select their profile photo in the top-right corner, then select "My Profile" from their account menu.

This will take them to the Edit Your Profile page, where they can make updates to their picture, first name, last name, email, phone number, and address. This page also allows them to change their portal password.

To access their pet information, a client must first select their profile photo in the top-right corner, then select "My Pets" from their account menu.

This will take them to their Pets List. Each pet will be shown with their photo and name. Pets with no photo will display with the default pet photo. Pets with missing or expired/expiring vaccine information will be flagged with a yellow "Expiring Vaccines" or red "Missing Vaccine Information" tag below their name. Selecting the "Add Pet" button allows the client to add a new pet profile. Clicking on an existing pet takes the client to that pet's information page.

Each pet's information page includes their basic details at the top. This includes their profile photo, name, breed, gender, and age/birthday. Below that are tabs for the pet's bookings, report cards, and vaccines.

On narrower browser views the tabs will be replaced with a drop-down menu for easier navigation.

Much like on the client's main My Bookings page, the Bookings tab on a pet's information page lists all bookings for which the pet is registered, sorted into Upcoming Bookings (in blue) and Completed (in green). Clients can select any listed booking to see more details about it. If either section has a larger number of bookings, a "View All" button will display, allowing clients to view the full list.

The Report Cards tab displays a list of all report cards that have been received for the pet. Each report is listed with the pet's name and photo, the associated service, the date of the booking, and the date on which the report was received. Clients can select any listed report card to view it in its entirety.

The Vaccines tab allows clients to view and update any vaccine information saved to their pet's profile. If all of the pet's information is up to date, the vaccines will display in green with an "Up to Date" tag.

If the pet is missing information or has at least one expired/expiring vaccine a tag will appear on the tab indicating that their information needs updating.

After opening the Vaccines tab, they will be able to see which vaccine requires updated information. Expired/expiring vaccines will display in yellow and missing vaccines will display in red. Any vaccine without an associated document for proof of vaccination will also be marked with a red "No vaccination record on file" notice.

Selecting any listed vaccine allows clients to update the expiry date and upload/update the associated document. The "Vaccination Record" field is used to upload a file as proof of the vaccine. Clients can select "Remove file" to remove any older document, then add a copy of their updated vaccination certificate. The "Expiry Date" field is used to select the new date of expiry for their vaccination. When they have finished updating the information, they can select "Update Vaccination Record" to save their changes.

Clients can edit a pet's basic information (name, birthday, etc.) by selecting the "Edit Profile" button at the top of that pet's information page.

That will take them to the Edit Pet page for the selected pet. Much like the New Pet page, this form includes fields for the pet's photo, name, gender, type (dog or cat), breed, and birthday. Any fields that have previously been completed (either through form submission, previous addition by the client, or updates made by users) will display the existing information, while any fields without data will be blank. The client can make whatever updates they need to, then click the "Update Pet Profile" button to save the new field data to the pet's profile.

To access their membership list, a client must first select their profile photo in the top-right corner, then select "Memberships" from their account menu.

This will take them to their Memberships page, with a list of their active memberships (in blue), paused memberships (in yellow), and any previous membership subscriptions they may have held (inactive memberships, in grey). Each subscription is listed with the membership name, the price, the payment frequency, the expiry date, and a count of any associated courses.

All active memberships will be listed with an ellipses icon at the right-hand side of their list entry. Clients can cancel an active subscription at any time by clicking on those ellipses then selecting "Cancel Membership".

If a client is interested in seeing which courses are associated with one of their memberships, they can hover their mouse over the courses icon for that membership.

For more information on membership subscriptions, check out our guide on Memberships.

To access their invoices list, a client must first select their profile photo in the top-right corner, then select "Invoices" from their account menu.

This will take them to their Invoices page, with a list of the invoices that have been generated for their account. Each invoice is listed with the invoice number, issue date, associated bookings (if any), total, and status. Note that this list does not include any invoices with draft or preview status. Selecting any invoice from the list opens a more detailed view.

For more information on invoices, check out any of the help guides in our Invoicing & Payments collection.

To access a list of the credits available on their account, a client must first select their profile photo in the top-right corner, then select "Credits" from their account menu.

This page displays a list of the available credits the client has on their profile. This includes any cash credit balance, service credits, service collection (multi-service) credits, and add-on credits. Credit totals are listed at the top of the page, with a breakdown of different credit types displayed below.

If the client has access to book the service for which they have credits, a "Book Now" button will appear next to the credit count. This button will take the client to self-booking for that service. If the credit is a multi-service (service collection) credit this button will open self-booking at the service selection step.

If you have multiple facilities on your account and the service is available at two or more of those facilities the "Book Now" button will open a drop-down with the available facilities.

Any credit with a set expiry will display with a yellow "Credits expire" tag. If the credits expire within the next 30 days the tag switches to a red "Credits expiring soon" tag. Clients can select the listed credits to see more detailed information about the credit expiry/expiries.

If the client has credits reserved on any upcoming bookings that count will be listed with a "[Number] reserved" tag next to the count of available credits of that same type.

Any service collection (multi-service) credits will display not only with the number of available credits but also the number of services towards which those credits can be applied. Clients can select the listed credit to see the names of applicable services.

If you have Stripe enabled on your account, customers are able to have their card information stored on their profile. This allows them to use that card when self-booking through the private portal. It also allows your team to manually process Stripe payments on their invoices or set up automated charges for invoice payment terms.

To access their stored cards, a client must first select their profile photo in the top-right corner, then select "Stored Cards" from their account menu.

This will take them to a list of the cards they have saved on file (if any).

Clients can then select the "Remove card" button for any stored card to remove it.

Selecting "Add Credit Card" allows them to add details for a new stored card.

For more information on stored cards, check out the Stored Cards section of our help guide on Stripe Payments.

If a customer has purchased or been given a gift card for your business, they can easily redeem it through their Private Client Portal account. To do this, a client must first select their profile photo in the top-right corner, then select "Redeem Gift Card" from their account menu.

This will take them to a page where they can add the gift card to their account. From there, the customer need only enter their gift card code into the "Gift Card Code" field and click the "Redeem Gift Card" button. That will add the value of the gift card to the client's profile as a cash credit.

For more information on selling and redeeming gift cards, check out our Gift Cards help guide.

That's it! You're now ready to help your clients get the most out of their Client Portal accounts. For more detail on some different aspects of the Client Portal, check out the following help guides: