Client Portal

Give customers a portal without giving up account control.

Clients can view service details and request changes, while the business decides which service changes need approval and which billing policies apply.

Customer profile

Clients can keep basic contact, dog, and yard details current.

  • Profile updates
  • Dog records
  • Yard notes

Service requests

Clients can request skips, postponements, one-time work, or service changes for staff review.

  • Request history
  • Staff review
  • Policy acknowledgement

Billing access

Clients can view invoices and manage payment details when billing is enabled for the account.

  • Invoice list
  • Payment method setup
  • Billing history

Customer-only view

Customers see their own service details, requests, and billing information without changing the business account.

  • Customer login
  • Service records
  • Portal controls

Clients request changes; staff approves operational impact.

That keeps customer self-service useful without letting a client silently rewrite route, billing, or staffing commitments.

  1. Client asks Customer submits a request from their portal.
  2. Policy shown Portal explains billing and service policy before submission.
  3. Staff reviews Account staff approve, decline, or adjust the request.
  4. Records update Approved changes update service and billing records.