Pet-owner portal
A client portal for pet information, messages, appointments, and invoices
Pet owners get a separate, secure place to review pet information, chat with the clinic, request an appointment, and see issued invoices.
The beta includes a separate pet-owner workspace, secure portal chat, and a staff queue for appointment requests. Text, email, and live payments require connected providers.
Beta capabilities
What your clinic can test
Keep pet-owner accounts and permissions separate from the staff application.
Send appointment requests to staff, who review and confirm them against the clinic schedule.
Give owners one secure place to review pet information, chat with the clinic, view issued invoices, and, after provider setup, make payments.
Step by step
How staff complete the work
- 01
Give the owner a secure account
Owners sign in to see their pets, wellness information, clinic chat, appointment requests, and issued invoices.
- 02
Send appointment requests to staff
An owner chooses an available time or part of the day. Staff receive the request with the patient identified and review it against the clinic schedule.
- 03
Keep the owner informed
Staff confirm the appointment request. The owner can continue using the same portal for clinic chat, issued invoices, and payment access.
Configuration
What your clinic controls
- Separate logins and permissions for owners and staff
- Active clinic-client relationship checks
- Available-time requests with staff confirmation
- Pet, wellness, portal-chat, appointment, and issued-invoice visibility
- Provider setup for SMS, email, and production payments
Practical answers
Questions clinic teams often ask
What can a pet owner see in the portal?
The beta portal provides a separate workspace for pets, wellness information, authenticated clinic chat, appointment requests, issued invoices, and payment access. Draft invoices and staff-only communication channels are not shown to owners.
Can an owner instantly book an appointment?
Not in the current beta. Owners can request an available time, and clinic staff review and confirm the request from the scheduling queue.
Can owners pay invoices through the portal?
The portal includes access to invoice payments, but taking real card payments requires provider onboarding and live credentials. Private-beta evaluations use test payments.
Can owners complete and sign intake forms online?
Not in the current beta build. Owner-completed digital intake and e-signatures are not implemented.
Private beta