Client portal
The client portal your clients use: their animals, visits, bills, forms and requests.
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Signing in & your account
- Sign in to the client portalThe client portal is where you see your pets' records, bills and appointments online. Your practice sets up your account and emails you an invitation first (see set-up-your-acco…
- Set up your portal accountYour practice sets up your portal account and emails you an invitation. Opening the link in that email lets you choose a password, and then your account is ready to use.
- Reset a forgotten passwordForgotten your portal password? Ask for a reset link by email, then choose a new password. If you still know your password and only want to change it, see password-and-two-facto…
- Change your password and two-factor sign-inAccount settings is where you change your portal password and turn two-factor sign-in on or off. To get there, select Password & security next to "Signed in as" and your name at…
Vet Practice
- See your petsYour pets is the first page you see after you sign in to your practice's client portal. It shows every pet on your account, their upcoming visits and where their vaccines stand.
- Look back at past visitsVisits lists every visit the practice has on record for your pets. Where your vet has published a take-home summary, you can read it here.
- See medications and request a refillMedications shows what each of your pets is currently prescribed. From there you can ask the practice to refill a prescription.
- Review and approve an estimateWhen your vet recommends treatment, the practice may send you an estimate to look over in the portal. You can see what's included and the price range, then approve it with an el…
- Wellness plansWellness plans shows the plans your pets are on and how much of each plan's benefits is left. If your practice offers it, you can also ask to join a plan here.
- Pay a billBills & payments lists every bill the practice has sent you, and lets you pay an unpaid one online by card.
- Request an appointmentAsk the practice for an appointment by telling them which pet and a time that suits you. It's a request, not a booking: someone from the practice will call or email you to confi…
- Check in for a visitFill in your pet's check-in form before a visit so you don't have to do it at the desk, and tell the practice when you've arrived so someone can come out to you.
- Read the pet care libraryThe Pet care library is a set of articles your practice's team has written for their clients. Everyone sees the same library; nothing in it is picked out for you or your pets.
- Update your details and contact preferencesYour details is where you keep your contact details up to date and choose how the practice gets in touch. Changes take effect straight away.
Hospital
- Follow your pet's hospital stayWhile your pet is in the hospital, the portal shows you where things stand and every update the team has written for you. Your portal home page, Your pets, lists each of your an…
- View hospital records, results and vaccinesThe portal keeps a copy of your pets' health record, the test results and images your vet has shared with you, and their vaccine history. You can print the record or save it as…
- Read going-home instructionsWhen your pet comes home, the team writes instructions for looking after them. Once they've shared them with you, they're kept in the portal so you can read or print them whenev…
- Review and approve a hospital estimateWhen the hospital plans care for your pet, they give you an estimate: a price range for that plan. You can read it in the portal and approve it by signing online, sign a printed…
- Pay a hospital bill and manage saved cardsBills & payments lists every bill from the hospital, paid or not, and lets you pay an open one online. You can also keep a card on file so it's ready next time.
- Request a hospital appointmentUse Request an appointment to ask for a recheck, a follow-up after a hospital stay or a new consult. You tell the hospital roughly when suits, and a coordinator calls or emails…
- Request a prescription refill from the hospitalRunning low on a take-home medication? Ask the hospital for a refill from the portal. A member of the team reviews every request and gets back to you. It's a request, not a fill…
- Choose how the hospital keeps you updatedWhile your pet is in the hospital, the team posts updates to the portal. Notifications lists every update they've posted and lets you choose which ones are also sent to you by e…
Boarding
- Book a stay or a groomAsk for a boarding stay, a daycare day or a grooming appointment from Book a stay or groom in the portal menu. You can put several pets, several dates and a groom during a stay…
- See, change or cancel your bookingsYour bookings lists your confirmed stays and grooming appointments, and the requests you've sent that are still being looked at. From here you can cancel a booking or withdraw a…
- Check what's availableWhat's available shows how much room the facility has, day by day, and lets you check whether a grooming slot is free. It's live but it moves: nothing is held until you send a r…
- Set up a regular bookingUse Regular bookings for anything that repeats, such as daycare every week or a groom every six weeks. Ahead of each one, the facility gets a normal booking request, which they…
- Get ready for a stayGet ready for a stay gathers everything the facility needs before drop-off in one place: vaccinations, paperwork, what you're bringing, and your pet's feeding and routine. Doing…
- Your pets' profiles and contactsYour pets is the home page of the boarding and grooming portal. It lists each of your pets with their vaccination status and anything waiting for you. Each pet's profile shows w…
- Sign your boarding and grooming agreementsBefore your pet stays or is groomed, the facility may ask you to sign agreements such as a boarding agreement or an emergency care authorization. You can read and sign them onli…
- Share your account with your householdYou can let other people, such as a partner or a family member, see and use your boarding or grooming account with their own sign-in. Anyone you add sees everything you see: sta…
- Pay a boarding or grooming billBills & payments lists every boarding and grooming bill on your account, paid or not. You can pay a bill in full online, use prepaid credit towards it and add a tip for the team.
- Pay a booking depositSome bookings need a deposit to hold them while the facility confirms your request. Booking deposits shows each booking request that's waiting on one, with the cancellation term…
- Buy and use prepaid creditPrepaid credit is money or visits you buy up front, such as a boarding credit or a daycare pass, and spend on later bills. Prepaid credit shows your balance, what it's made of,…
- Manage your saved cardsSaved cards lists the cards you've kept on file with the facility. You can add a card, choose which one is offered first, and remove one. The facility never sees or stores your…
- See stay updates and grooming photosWhile your pet is staying, the team posts updates about how their day went, often with photos. After a groom, the salon's before and after photos appear in the portal too. The p…
- Save your grooming preferencesTell the salon how you like each pet groomed and they'll keep it on file, so you don't have to explain it at every visit. These are what you'd like: your groomer will always say…
- Choose which messages you getNotifications lets you choose which messages the facility sends you and how. It also shows any current announcements from the facility, such as holiday hours. The messages are o…
Shelter
- Your animals in the shelter portalYour animals is the first page you see when you sign in to a shelter's portal. It lists the animals you adopted from the shelter and any animal living with you as a foster right…
- Look after a foster animalYour foster placements lists the animals living with you as a foster right now. Each one has a record with what the shelter knows about it, and a place for you to add its weight.
- Write in a foster animal's journalEach animal you foster has a journal: one running record that you and the shelter's staff both write in. Use it for how the animal is eating, sleeping, toileting and getting on…
- Print your adopted animal's health recordMedical records gives you a printable health record for every animal you adopted from the shelter: its details, allergies and ongoing conditions, and its full vaccination histor…
- Apply to adopt or fosterYour applications is where you send the shelter an adoption or foster application and follow where each one stands. The questions are the shelter's own, so they differ from one…
- Sign your adoption contractOnce the shelter approves your adoption, the adoption contract appears under Forms to sign. You read the terms and sign it electronically from the portal, before the animal come…
- Answer an adoption check-inAfter an adoption, the shelter may ask you a few short questions about how things are going: usually a couple of weeks afterwards, and once more further down the line. You answe…
- Pay an adoption feeFees & payments lists the adoption fee and anything else the shelter has billed you, and lets you pay by card online. Payment happens on the shelter's payment provider's own sec…
Equine
- See your horses and who owns themYour horses is the home page of your practice's equine portal. It lists every horse on your account, where the practice has each one recorded as standing, and who holds a share…
- Print your horses' health recordMedical records gives you one printable health record for all your horses: identification, allergies and ongoing conditions, the current Coggins and health certificate, vaccinat…
- Look back at farm callsFarm call history lists every time the practice has been out to your horses, most recent first, with the notes the vet left for you.
- Check Coggins and travel papersCoggins & travel papers shows, for each horse, whether its EIA (Coggins) test and health certificate are current, plus the full history the practice holds. Check it before you b…
- View your breeding recordsBreeding records is a printable breeding and reproduction record for your horses: coverings, pregnancy checks, foalings, heat cycles and recorded parentage. It only appears if y…
- Request a farm callAsk the practice to come out to your horses from Request a farm call. You tell them which horses, what for, where and roughly when; they call you to confirm a day, usually withi…
- Pay a bill and manage saved cardsBills & payments lists your bills from the practice and lets you pay what's due online. Saved cards is where you keep a card on file for next time.
- Sign a form for your horseWhen the practice needs your signature, such as a consent or an estimate approval, it can send the form to Forms to sign for you to read and sign online.
- Share your horses with a barn managerIf someone looks after your horses day to day, such as a barn manager, trainer or yard staff, you can let them see what's due and what's booked from Who can see your horses. The…
- Update your contact detailsYour details is where you keep the email, phone number and address the practice uses to reach you about your horses: farm call reminders, results and bills. Changes take effect…
Livestock
- Check whether your animals can shipWithdrawal dates shows, for every pen and every tagged animal on your operation, whether it's inside a withdrawal window today. Check it before you load a truck or send milk to…
- Look up treatments and medicines usedTreatment records lists everything the clinic has administered to your animals, most recent first. Medicines used rolls the same records up into one row per product, which helps…
- View and print your herd recordsHerd records shows what the clinic holds on file for each of your operations: your lots and groups, your individually tagged animals, and whether each one can ship today. It's y…
More
- Confirm an appointmentLet the practice know you can still make an appointment. You can confirm from the link in your appointment reminder, without signing in, or from Your pets in the portal.
- Fill in your boarding and grooming formsThe facility may ask you to fill in forms before a visit, such as a new guest questionnaire or a pre-arrival check-in. They all live on the Forms page, which shows what still ne…
- Send a vaccination recordMost boarding facilities need proof of vaccination before a stay. You can send a photo of your vet's record, or type in the dates, from the portal. Someone at the facility check…
- Sign the foster caregiver agreementOnce the shelter has approved you as a foster caregiver, the last step is the Foster caregiver agreement. It covers the fostering programme as a whole, not one animal, so you si…
- Tell us how a visit wentAfter a visit, you can rate how it went and leave a comment. It goes straight to the practice and nowhere else: not to a review site, and nobody outside the practice sees it.
- View your pet's health record and vaccine certificateYour full record is one printable page with the health record your practice holds for every pet on your account. It's handy when you move, see a specialist, or just want a copy.