Client Portal

Modified on Fri, 9 Oct at 2:29 AM

Overview

The Client Portal is a non-mobile, web-based customer interface designed to deliver a seamless booking and account management experience without requiring users to download an app.

It combines the functionality of the Pet Owner App and the traditional Weblink, offering an enhanced user interface and improved overall experience. The portal mirrors the clean, intuitive layout of the RunLoyal mobile app while being optimized for web access.

Through the Client Portal, customers can:

  • Make bookings
  • Edit personal and pet information
  • Purchase packages, memberships and training services
  • View past and upcoming appointments


Client Portal can be viewed in the following areas:


TABLE OF CONTENTS


Usage / Actions

1. Accessing the Client Portal

  • The website booking link enables customers to access the Client Portal via a browser.

  • It is intended for web-based bookings on both mobile and web browsers.

  • Customers can:

    • Browse services

    • Select dates

    • Proceed through a guided booking workflow

  • After selecting services, users are prompted to:

    • Sign in (existing users)

    • Sign up (new users)

If your business does not have a website, a customized booking link can be created and shared directly with customers.


  • The universal app link adapts based on the customer’s device:

    • On Desktop / Laptop:
      Redirects to the Client Portal (web experience)

    • On Mobile Devices:
      Redirects to the Apple App Store for downloading the mobile app

This ensures a consistent and optimized experience across devices.


2. Key Functional Capabilities

Within the Client Portal, customers can:

  • Book Services
    Select services, dates, and complete bookings through a guided workflow

  • Manage Profile Information
    Update personal details, pet information, and preferences

  • View Appointments
    Access past and upcoming bookings

  • Purchase Packages & Memberships
    Browse and buy available plans

  • Self-Service Experience
    Complete actions independently without staff assistance


3. Guest to User Conversion Flow

  • Customers can begin booking as guests

  • Before completing the booking, they are prompted to:

    • Log in (existing account)

    • Register (new account)

This ensures proper account linkage for all bookings.


Direct URL Configurations

The Client Portal supports direct URL customization for specific use cases.

Reservation Service

  • URL format:
     https://tenantName.runloyal.com/booking/reservation/reservationId

  • Replace:

    • tenantName with your tenant name

    • reservationId with the service ID


Membership Purchase

  • Default URL:
     https://tenantName.runloyal.com/booking/membership

  • Specific membership:
     https://tenantName.runloyal.com/booking/membership/membershipId


Package Purchase

  • Default URL:
     https://tenantName.runloyal.com/booking/package

  • Specific package:
     https://tenantName.runloyal.com/booking/package/packageId


Multi-Location Access

URL format:
 
https://tenantName.runloyal.com/booking/login/location/locationId


Signup link

URL format:
https://tenantName.runloyal.com/booking/signup


Invite link

URL format:
https://tenantName.runloyal.com/booking/invite


Invite code auto check link

URL format:
https://tenantName.runloyal.com/booking/invite/InviteCode


Group basedTraining

URL format:
https://tenantName.runloyal.com/booking/training


Group based training link for specific training classes

URL format:
https://tenantName.runloyal.com/booking/training/trainingId


More Information

  • The Client Portal is an enhanced version of the traditional weblink, offering a modern and intuitive interface.

  • It provides a consistent experience aligned with the RunLoyal mobile app, ensuring familiarity across platforms.

  • Ideal for customers who:

    • Prefer browser-based access

    • Do not want to install a mobile app



Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article