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Built and staged — in the deployment pipeline, not yet live for customers

Client Portal

The customer's logged-in home

Where the customer relationship lives between visits — a logged-in home where a pet owner sees their pet's profile, visit history, and wellness report, instead of that relationship resetting to zero every time the appointment ends.

Add-on — not part of the core four engines. An optional layer that plugs into the core platform for shops that want a dedicated customer-facing home.

Why a logged-in home matters

The customer relationship shouldn't reset to zero at pickup.

Today, most of that relationship lives in email — a wellness report with a secure link, sent once, then gone into an inbox. The Client Portal gives it a permanent address: one place a pet owner can always go back to, see the pet's whole history accumulate over time, and feel the same attentive, wellness-first care the shop delivers in person, between visits too.

Honestly, today

Built and tested. Going live is a deliberate next step, not a gap.

Where it stands

The portal — dashboard, pets, appointments, wellness-report viewer, profile — is code-complete and staged. The login, the pet history views, and the report viewer all work end to end in testing.

It is not yet deployed for customers to use. Going live for real customers is a deliberate phase-2 gate, not an oversight: today, wellness reports still reach clients by email with a secure link. The portal is the next step — giving that same report, and the pet's full history, a permanent, logged-in home instead of a one-time email.

A few self-service actions — adding a pet, editing a profile, enrolling in membership from inside the portal — are still "coming soon" placeholders even once it goes live. Those arrive after the initial launch, not on day one.

What's inside

One home for the pet, the history, and the report.

Client Portal diagram: the customer's logged-in home, connecting dashboard, pet profile, appointments, wellness-report viewer, and account profile

Dashboard

A logged-in landing spot for the pet owner's account, next visit, and the latest report at a glance.

Pet profile

Every pet on the account, with the details the shop already keeps on file, visible to the owner.

Appointments

Visit history and upcoming bookings, accumulating as a longitudinal record over time.

Wellness-report viewer

The Logbook Report (each tenant gives it its own branded name — at reference tenant Bark & Purr it carries their own label), in its permanent logged-in home instead of a one-time email link.

Profile

The customer's own account details — read-only at launch, self-editable soon after.

Membership (coming soon)

Enrolling and managing a membership from inside the portal — planned, not yet part of the initial launch.

What's tested vs. what's still ahead

Code-complete and staged, piece by piece.

Login & authenticationWorking end to end, in testing
Pet history viewsWorking end to end, in testing
Wellness-report viewerWorking end to end, in testing
Live deployment for customersPhase-2 gate — not yet live
Add a pet / edit profile (self-service)Coming soon after launch
Enroll in membership from portalComing soon after launch
See it on your shop

Ask us where the Portal fits your launch plan.

We'll walk you through what's staged and tested today, and what the phase-2 go-live actually looks like for your customers.

Book an Executive Briefing → Back to Platform →