To enable your clients to access the Pet Sitter Plus Client Portal to view their account information, you need to provide them with:
- the web site address (URL) for your business's portal
- the client's unique 10 digit ID (optional). Your clients can log on to the portal using either the same email address as you have on their client data screen or their unique 10 digit account number.
Tip: To learn how to recognize your web address, see How do I find my Client Portal web address or URL?
Important: You will only be able to use this process for emailing multiple clients if you have set up Custom SMTP. See How do I enable using Custom SMTP? and How do I Set up my SMTP Email Credentials? for further information.How do I Email the Client Portal URL to Existing Clients?
Navigate to Clients > Email
Step 1
There is a standard template within your Pet Sitter Plus called "Welcome email" which contains the merge codes for the URL and Client ID, as shown in the screen shot below. As with all the standard templates, you can edit this template to suit your requirements.
- Either from the client account, select "Email" or to send multiple emails, go to the Client list and select the clients you want to send the URL email to.
- Select the email template you wish to send - in this example we are using the "Welcome email" template.
- Click "Send Email."
Step 2
If you use this template for sending an email to your clients, then the information they need to log onto the client portal will appear in their email, as shown in the screen shot below. They will need to click the link and then create a new password.
Tip: Please see Managing Email Templates help for more information on creating, amending and using email templates.
You can also use the merge codes for the portal URL and client ID in any of your other Pet Sitter Plus templates. The merge codes are:
- {CLIENT_PORTAL_URL} - this merges the URL for your business's client portal with your client's unique id appended to the link.
- {CLIENT_ACCOUNT_NUMBER} - this merges your client's unique 10 digit ID into your email.
Tip: Please refer to List of Available Merge Codes and their Uses for a list of other merge codes available and information on how to use merge codes in your templates.
If your Clients forget or wish to reset their passwords, here is a useful help Video showing the steps to take:
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