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Facility: Portal Settings
The Portal Settings page allows you to change various settings that affect how your clients interact with the Client Portal and App. All of the settings are listed below with a description.
In This Article
- Client Portal Tag
- Allow Clients To Create Account
- Portal Notification
- Pet Parent Onboarding
- Show Paid Invoices in Portal
- Show Unpaid Invoices
- Show Open Payments + Credit In Portal
- Show Prices in Portal
- Allow Tipping In Portal
- Force Required Fields
- Customize Additional Details Field
- Require Payment Method
- Require Up to Date Vaccinations to Request Service
- Client Service Request Limits
- Change/Cancellation Request Limits
Client Portal Tag
This is the URL that your clients will use to access their Client Portal. You can leave this blank, and clients can simply log in via https://www.timetopet.com/portal. However, your company Theme and information will not be shown on the general login screen. Most customers will set their client portal tag to match their business name.
Note: Companies typically add this link on their website's navigation as “Client Login,” "Client Portal," or "Existing Client Login" button. For detailed information on adding your Client Portal tag to your website, please review our Adding The Client Portal Tag To Website help article.
Allow Clients To Create Accounts
By default, clients are unable to create their own accounts. Opting for "Yes, Accounts Require Approval" enables clients to create their own accounts, but the accounts remain pending until an administrator approves. Alternatively, selecting "Yes, Auto Approve Accounts" allows clients to create and access their accounts instantly without administrator approval. Just so you know, such accounts are automatically added to your Client List, ensuring immediate access upon submission of the New Client Form.
To learn more about this setting and allowing clients to create their own accounts, check out the following articles:
Portal Notification
When enabled, Time To Pet will show your clients a banner notification at the top of every page in their Client Portal or App. This is most commonly used for announcements you want to make visible to all customers.
Portal notifications have three states:
Not Shown – Will not be displayed in the Portal.
Visible – Visible in the Portal forever or until turned off.
Visible With Expiration Date – Visible until the specified expiration date is passed (the message will be displayed on the expiration date, but not after).
When visible, the Portal Notification appears like this:
Pet Parent Onboarding
Our Pet Parent Onboarding tool lets you build a customized onboarding experience for your clients. This tool helps guide your new clients as they create their accounts and complete the information important to your business. When the options below are enabled, new pet parents will be directed to complete all the required information as they activate their account for the first time. For more information (including how this is shown to pet parents).
Note: Review our help article, Facility: Pet Parent Onboarding, to learn more about your client's experience in the Pet Parent Onboarding flow.
Sign Agreement - If you enable Client Agreements, your clients are prompted to review and e-sign any required agreements your business has created.
Update Info - This step prompts your clients to review and update the Client Fields you have enabled. This information normally includes contact and address information, etc.
Add Pet - This step prompts clients to add pets and update pet information. Clients can add multiple pets during this step.
Payment Method - This step prompts your clients to add or update a payment method.
Welcome - This final step allows you to create a custom “Welcome Message” that will be shown to your clients at the end of the Pet Parent Onboarding tool. A link to download the Time To Pet client app is also included here.
Show Paid Invoices In Portal
When enabled, clients can access their “Paid” invoices in the client portal. If payments and tipping are enabled, clients will be able to add tips to their “Paid” invoices as well.
Show Unpaid Invoices In Portal
When enabled, this will determine which unpaid invoices are shown to Clients. To learn more about Invoice Statuses, review our help article: Facility: Invoice Settings
Show All Unpaid Invoices - All unpaid invoices will be shown to Clients.
Show Only Due Invoices - Only invoices due today or in the past will be shown. Note - Emailing an invoice through Time To Pet will also make it visible with this setting.
Show Only Emailed Invoices - Only invoices emailed through Time To Pet will be shown.
Never Show Unpaid Invoices - Unpaid invoices will never be shown to the Client.
Show Open Payments + Credit In Portal
When enabled, clients can see open payments (with a balance remaining) that can be applied to future invoices and their credit Balances if they are above $0. This will be labeled "Available Payments" in the Portal.
Note: Review our Facility: Understanding Credits & Open Payments help article to learn more.
Show Prices In Portal
When enabled, clients can view your services' prices when submitting a service order request.
Allow Tipping In Portal
To enable or disable your clients' ability to add tips, navigate to Settings > Client Settings > Portal Settings. When enabled, clients can add a tip to an invoice when making a payment or to paid invoices.
Force Required Fields For Scheduling Requests
It can be hard to pet sit when you don’t know a client’s address. This option allows you to force your clients to fill out required profile information before any scheduling requests can be submitted. By default, in Time To Pet, only the client’s name is required. You can, however, make any field required in the Custom Field configuration.
No - Missing required fields will not be checked.
Yes, Client Info Only - The system will only verify that the required fields are all filled out in the My Info section.
Yes, Client & Pet Info - The system will verify that My Info and each pet have all required fields filled out.
Yes, Client/Pet Info & Require at least 1 pet - Not only will the system verify that all required fields are filled out, it will also verify that the client has at least one pet on file.
When requesting services and the required checks fail, your client will see a notification similar to this:
Customize Additional Details Field
Note: this is an optional customization. Companies can set the "Customize Additional Details Field" to "No," and the client will be shown the following field labeled "Additional Details" when submitting a service request.
The Title field is for entering the name of the notes field. The Description field is for ending the description to help clients know what they should include.
The above example would display to the client this way on their client portal and app:
Require Credit Card To Request Services
If set to Yes, this setting will require a client to have a credit card on file before requesting services. This setting will only take effect if your company has Credit Card Processing enabled.
Please Note - In certain circumstances, a client will be blocked from removing a payment method from their profile:
- The client only has that single payment method on file, AND
- The company has Require Payment Method to Request Services set to "Yes," AND
- The Client has at least 1 invoice with an unpaid balance.
Require Up to Date Vaccinations to Request Service
If set to Yes, this setting will require a client to have all of their Pet Vaccinations up to date before they can request services for that specific pet. This setting will only take effect if your company has Allow Clients to Manage Vaccinations enabled in Settings > Client Settings > Vaccinations.
Client Service Request Limits
You can prevent customers from submitting service order requests without enough advance notice by using the tool.
Change/Cancel Request Limits
These settings allow you to ensure customers submit change or cancellation requests to scheduled events with enough advance notice. Limits can be configured as no requests for the same day after a specified time, no requests for tomorrow after a specified time, or no requests earlier than a certain amount of hours in advance.
