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Client portal

Client portal for dog owners: lessons, dog and invoices at a glance

In the DogFlow client portal your clients see their dogs, their lessons with the notes on them and their invoices. They book and cancel themselves instead of asking you.

The situation

Three questions you answer every week

When is the next lesson? What should we practise until then? Could you send me the invoice again? Each answer takes only a minute, but the question arrives in the middle of a class, in the evening or on a Sunday.

The answers have long been in your records. The client portal makes them visible to the owner.

How it works with DogFlow

What owners can see and do in the portal

Invitation from the owner's profile

You send the invitation with one click. The owner receives an e-mail, sets a password and then signs in at the portal address of your dog school, with your name and your logo.

My dogs

The profile shows breed, age, vaccinations and your notes. Owners can add to the training goals themselves. They see the status of each goal as training progress.

Lessons and training journal

The portal shows upcoming and past sessions with date and location. Added to that are the notes on every lesson: exercises, progress, homework, next focus.

Book and cancel courses

Signed-in owners book open courses for one of their dogs and cancel themselves as long as your cancellation deadline has not passed. You see both as a notification.

Invoices and packages

All invoices you have sent are there with their status and as a PDF, with the QR payment part if you have switched it on. For training packages owners see how many sessions are left and until when they are valid.

Overview in the DogFlow client portal with an owner's dogs, upcoming lessons and open invoices
The overview in the client portal as an owner sees it
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Frequently asked questions

Questions about the client portal

Do all owners have to use the client portal?

No. The portal is optional, and you invite only the owners who want to use it. Owners can also book courses without an account on the booking page.

What can owners change in the portal?

Owners can adjust the training goals of their dogs, book courses and cancel their own bookings. Everything else, for example health notes, training logs and invoices, is read-only for them.

Can owners see the data of other clients?

No. Every owner sees only their own dogs, bookings, packages and invoices. For open courses they see the number of free places, but no roster.

Until when can owners cancel a booking?

Until the cancellation deadline that you set in hours or days before the start of the course. After that, or when the booking has already been invoiced, the portal asks the owner to contact the trainer.

What happens when an owner forgets the password?

The owner resets it through "Forgot your password?" and receives a link by e-mail. You can also send the link from the owner's profile.

Invite your first owner

Add an owner with a dog, send the invitation and look at the portal the way your clients see it.

The trial is free and needs no credit card.