Clients can’t create own accounts
While any random person can book services and does not have to fill out an intake form, it also looks like my clients can’t even create their own accounts. This is the error message I got when trying to create an account as a pet parent for my business to test it out. What’s the point of having a “sign up” option if they aren’t allowed to actually sign up? The point of software is automation - it’s not reasonable to have me spend my time creating accounts for all my clients - they should be able to do this themselves.
Since my booking page lets any random person book services with me, but my actual clients can’t do this or create their own account to book services, there’s no way to package services, and basic messaging to clients isn’t even possible, it seems like this software just isn’t ready yet.
It’s frustrating because I need a new software and this one looked promising. But there are just so many bugs and a lack of basic tools that are essential for any pet care business it’s not functional as it is.
My business is supposed to serve my clients, not spend my time creating their accounts for them, manually adding in their services, tracking them down for veterinary records (which isn’t something I can get on the intake form or anywhere else on their record for some reason), and also tracking them down to fill out a profile they should have been required to fill out before booking services. Please consult with pet care businesses on this software to bring it up to speed and functionality. It has a lot of promise but is a long way from being usable.
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Comments2
Lucas Steflor
Jul 22
Hey @Elizabeth Friedl , I addressed this a bit in Intake forms not appearing on booking page, but clients will automatically have accounts created for them once they create a booking, which they can then log into. The intended flow is for clients to book their first service and then log in to their portal immediately after. And once you have your intake form assigned for online booking, they will enter onboarded.
If you have pre-existing clients or want to add them without making a booking, you can create the client on your side, assign your intake form to portal registration, and then invite them to your portal, where they will onboard once signing up.
However, you’re not the first to request a different flow to this (popular in other softwares), which is why there’s an in-progress item to allow for clients to onboard solely by signing up to your portal (https://feedback.scritches.io/p/self-service-client-portal-signup-no-client-record-required).
If you are coming across bugs other than this, please let me know; I’d be happy to address them 😀
Elizabeth Friedl
Aug 2
Yes, but this doesn’t address the ability for people to also sign up before becoming clients. I can’t see any way to turn that off, which will still allow people to come in through the back end. While the other option is needed, it doesn’t look like there is a way to make that the only way to create an account.
As I mentioned, not having a messaging system or the ability for clients to book multiple services types are both deal breakers. These are critical components of any pet sitting business. I don’t see either of these as things being built or considered.