Client messaging and document sharing
Back to overview
Layer 02
Customer Self-Service Portal
The client-facing surface of the platform.
The client experience differentiates the clinic, not just the platform. A strong portal means clinics buy us to look modern to their own customers.
What Portal manages
These responsibilities come directly from the six-layer architecture and define what this layer owns inside the platform.
- Authenticated client login with email, magic-link, and social paths
- Pet profiles, household members, and multi-clinic links
- Appointment requests, reschedules, and cancellations
- Intake forms, consent forms, and pre-visit notes
- Estimate viewing and approval
- Invoice viewing and payment, secure messaging, and lab-result sharing
How it composes into clinic value
No layer is sold in isolation. Each one turns into clinic-facing value when it composes with the rest of the platform.
Health timeline and follow-up
Online estimate approval and payment
Portal-side privacy center and communication preferences
Keep exploring the platform
Move through the layers in order or jump into pricing and compare surfaces once the architecture is clear.