Client Portal General Settings allow you to manage what your Clients can do in their Client Portals such as viewing and editing their Information, showing Check-in and Out times or allowing new clients to register directly into the portal from your website.
What do the Client Portal General Settings do?
Navigation: Admin > Settings > Client Portal > General
Allow Clients to See and Update their information
Client Information stored in the Client Accounts can be controlled in many different ways in the Client Portal. You can also:
Note: This setting controls client overall ability to see or not see their information. If you want to refine the control to Edit and or set field by field access and permissions, you need to use Custom Fields. To allow clients to see and update their information:
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Allow Clients to Add a Tip in the Portal
| With Stripeenabled for online payments, you can allow clients to add a Tip before paying through the Client Portal. When Tips are permitted, a Tip Button is added to the Account Summary screen. Taking Tips in the portal is an optional setting. Note: If clients want to add a tip but you use Auto-Billing to take payment at the time of invoicing, contact Support to discuss options for tipping. To allow clients to add a tip:
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Always Allocate the Tip to the Primary Sitter
| Providing you have the option "Allow tips" switched ON, when this setting is toggled "ON," the tip will always allocate to the Primary Sitter regardless of who was assigned the work. When it is switched "OFF," the tip will allocate to the sitter who was assigned the visits at the time of invoicing and/or tip processing. Note: If you invoice in advance of service and want to allocate tips to staff assigned the visits, you will need to monitor any visits that are reassigned, otherwise the tip will allocate to the sitter who was assigned the visits at the time of invoicing/tip processing. To allocate the tip to the primary sitter:
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Show the Sitter's Name in the Portal
| The Client's Schedule in the Client Portal displays the type of visit scheduled, Date and Time. You can also add the name of the Scheduled Sitter to the service listing. To show the sitter on the schedule:
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Show Check-in/check-out times and locations in the Portal
| The Client's Schedule in the Client Portal, displays the type of visit scheduled, Date and Time. You can add check in and check out data the sitter records during for visit to the service listing. Switch this to OFF if you don't wish this to be visible in the client portal. Note: For this to work, "Use Check-In Check-Out" must be toggled ON first. To show the check-in and check-out data:
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Disable Client Portal Login
| Giving your clients access to the Client Portal allows them to view and update their own and their pets information saving you time setting up Client Accounts for them. However, if you do not wish to give your clients access to their portals, you can disable this setting. To Disable Client Portal:
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