Service Provider Portal

What it does — Anyone given Assign as Service Provider on their staff profile can reach it, including admins who switch in with Switch Portal. When a service is delivered by particular people (see Bookings › Booking with a groomer), the portal knows which appointments are theirs.

• What they can't do — Service providers can't see other services, invoices or your daycare's bookings, and can't add new clients. Anything more is up to you in Settings › Service Provider Portal: cancelling, moving and repricing their appointments, accepting or declining requests on them, and adding appointments for your dogs. A sleepover, a multi-day stay or an invoiced booking's date always stays with you.

What it does — The page providers open on: their appointments laid out by day or by week, with colleagues' work available alongside when they need to see who else is busy.

• Day view — One day at a time, opened at the first appointment (or the current time, today), with a count of appointments, how many are done and how many are awaiting approval. The strip of dates above shows how many appointments each day has.
• Week view — Seven columns side by side. Tap a day's heading to open it in Day view.
• All day — Bookings without an appointment time, such as a groom added as an extra to a daycare day, sit in a row above the timeline instead of filling the whole day.
• Add-ons — Extras booked with an appointment, in orange on the card, or as a "+N" badge on a short one, so they're never missed.
• Colours — Their booked appointments have an orange edge; dashed amber is awaiting your approval; green is done; grey is with a colleague.
• Days off — Striped, and labelled Blocked (a blocked date), Off (a day they don't work), Holiday or Sick, or Pending for time off they've asked for that isn't approved yet.
• Staying up to date — The schedule refreshes when the app is brought back to the front and every few minutes while it's open, so bookings the office makes or moves appear without reloading.
• Requests to answer — When you've let them accept requests, the count under the dates reads "1 request to answer" instead of "awaiting approval". Tap the dashed appointment to answer it.

What it does — Everything a provider needs about one dog's appointment in a single panel, and, if you allow it, the means to accept a request, or to move or cancel the appointment.

• Appointment details — The service and any extras, the time, who it's with and who the customer asked for, the dog's breed, sex and age, flags such as flight risk, the owner's and your team's note for that day, the dog's notes, and tap-to-call numbers for the owner, backup contact and vet.
• Cancel and reschedule — Off until you switch it on in Settings › Service Provider Portal. Providers can then move a single-day appointment to another date or time, or cancel it. Clashes, blocked days, days the person is off and dates in the past are refused; the owner is told; nothing is charged for a cancellation.
• Booking requests — Off until you switch it on. Providers can then accept or decline requests on their own appointments. A request for a recurring series still comes to you.

What it does — If you allow it, providers can book appointments themselves for any of your dogs, on their own services and with themselves, confirmed straight away. Turn it on in Settings › Service Provider Portal › Let providers add appointments.

• Which dogs — Any dog you already have. The search finds dogs by their name or their owner's name, and shows a short list rather than your whole client base. A new client needs adding by you first.
• Which services — Only the services on the provider's login, booked with them.
• Checks before it's booked — A time that clashes with another of their appointments, a blocked day, a day they're not working or a date in the past is refused, with a message saying why.
• Price — The dog's usual price for that service: a custom price on the dog's profile, their price group or tier, otherwise the service's price. With cancel and reschedule switched on, they can change it on the appointment afterwards.
• Booking log — The booking is recorded under their name, for example "Mel Harper (service provider)".

What it does — Providers see their own holiday and sick allowance and ask for time off from the portal; requests go to your team to approve.

• Time off warnings — Picking dates that cover appointments already booked with them shows how many and which, so everyone knows what the office will need to move if it's approved.

What it does — Messages holds two kinds of conversation. Each provider has one with the office, the same direct line your drivers have, for "can someone get the spa kit out?" or "my 2 o'clock has cancelled". Everyone on the admin side sees it and can reply, and each reply is signed with the name of whoever wrote it. They can also message their clients for the week: any customer with a booking this week that's with them, or with nobody yet in one of their services. They write into the customer's usual chat with your daycare, so your team sees every word and can step in, and the customer still has a single conversation with you. Their messages are signed with their name, like any of your staff. Other customers' chats and other team members' threads stay out of their portal.

• One thread with the office — Shared by everyone on the admin side, so whoever is on shift can answer.
• Their clients for the week — Customers with a booking Monday to Sunday this week that's with them, or with nobody yet in one of their services, as the main booking or an add-on. Next week the list moves on by itself, and last week's chats drop out of their inbox unless the customer is booked with them again.
• The customer's usual chat — There's no separate groomer conversation. A provider writes into the customer's chat with your daycare, so your team sees it and the customer has one place to reply.
• Shown as staff — Customers see the provider's name on their messages, like anyone on your team, without a Driver label.
• Private — Providers see their own thread with the office and their clients' chats for the week, and nothing else. Customers never see team threads.
• Admins who also groom — Someone whose role is Admin, Manager or Staff and who also has the Services portal reads the whole shared inbox there instead, as they do in the admin portal.
• Where — Messages in the Services portal, and Message on each appointment this week. Your side: Messages.

What it does — Profile shows the provider's name and email, then the services they're set up for, under the same two headings as their staff profile. Can be booked for is what customers book with them. Can see bookings for is what their schedule shows, which can include colleagues' bookings. Each service opens to show the details they're likely to be asked about.

• Can be booked for — The services customers book with them, around their own diary and time off. Set from Can be booked for on their staff profile.
• Can see bookings for — The services their schedule shows. Set from Can see bookings for on their staff profile.
• Sizes — A service with sizes shows "From" the lowest price, and lists each size with its own length and price.

What it does — The portal is made for phones, and installs on the home screen as the Genera Services app.

• Switch Portal and Sign out — On a phone the round Switch Portal button appears for anyone with another portal to go to. Sign out is on the Profile page.