User Guide v1.1.2
Contents
1. Online Client Account Portal User Guide vii 2 24 06 2015 12 42 Contents Introduction uses oraaa oooi esaa hi sa aaor eta Soraa Pee raa aoso OANCEA Esas naO Saa orains 3 Accessing your Online Client Account Portal sssssessesoessssossssoossssoossssooseseoossssoosessosseseosse 3 Logging in for the first time Setting a password eee 3 Logging in on subsequent VISItS ccccccssssceccssssceccsssececcsssseeecessececcesssssscessessssessessssosseeees 4 Forgotten password u ecir oneer ENS EE EEEN SEARE FEANSA SEEEN been 4 Your account E T ET EEE 5 ACCOUNT SUMMary ire an EE eaeoe a en nee es aiioa ana irsi 6 sSCh QUIe u E A net ons ee ect ee end ose non Resto lines se 6 SINVOICES 3 55 5305 sssstdaconsanacsscasiescsonsones evssiedsosdoosboacsstest se nn Date no ttes sata dates dose sen N 0 at tes etes ee tata lens re 6 Payments scsi sssessscsttessssenonnonntes ssnce sonde etienne rise denses e tee see ttes te cen one sn ses ads sons ensi ss 6 Your data f n sccsssscensasnrcsctscedccecsonsnsesseheseadanseneeteebadsscdvvonscssededsscnaeanscSuesedsscsonendesdshedsseseaanenss 7 SCTEIN SS 2 5 ccvescescacies serr e A rends ire rends cstesi egsecess esis coss dves coches estsdslevsevectestsctesdsesencesseses sess 7 BALCA TAR E K PENE nn PA E EENE IN E S EE A 7 Roye oI 1 PA E ETT ATAT 7 Requesting a SOMVICE si cc ccicccsesccccesessscessesdscenstessccceedastecesasseccoossseceoaassenctodasessesaasenseoadeceneoacs2. can choose and setup a password doing this will also log you straight into your account Logging in on subsequent visits If you have saved the login page as a desktop icon or bookmark you will now have 5 ways to access your Online Client Account Portal 1 Clicking the link contained in your welcome email 2 Clicking the link contained in any invoice email 3 Clicking the Client Account Portal Login link from the top right of our website 4 Clicking the Book Now button from the banner of our Facebook page 5 Clicking the desktop icon from your desktop or bookmark from your browser Halo Dogs Ltd Wir Di Log in Account Number Email 1234567891 Password Login Create Password Forgotten password Simply fill out your account number or email address in the top field your password in the bottom field and click the Login button Many browsers will offer to remember these details for you and auto complete the fields in future Forgotten password In the unfortunate event that you forget your password simply click the blue text Forgotten password This will take you to the next page where you can enter your account number or registered email address followed by the Reset Password button An email will be sent to your registered account allowing you to choose a new password and login 4 Page Your account Once successfully logged in you will see your Account Summary page as the main la
3. 8 9 Eancellations uasensnn nn agent innen 10 Expired credit debit cards ifs sccsccictesescacccicecedevieisescgevscecceveccdangecscedovsedestacevccedcaweccadadevecedeess 10 SO CUPITY ere E E E tic dessthcaees tide Gens relceste clea ne nb a ce ENES ET 10 General ressentent teen EE ie entendre le ses ce ne tre case 11 2 Page Introduction Historically requesting services was via good old fashioned email text and phone calls However as we have grown and strive to continually improve the level of service we offer we have introduced an Online Client Account Portal In addition to improving the way we handle booking requests it has a host of other benefits too From being able to see what services are already booked in to allowing you to check in real time when your dog was both collected and returned home The great thing about the developers we use is the product is in continual development meaning over time you will see both your Online Client Account Portal and the functions available within it improve Accessing your Online Client Account Portal After we have received your completed application form we will setup your own Online Client Account You will receive a welcome email from us containing your account number a direct link to the portal and this User Guide Your individual link will look similar to the one below https 2505halodogs petsoftware net clientportal account 1234567891 N B the last 10 digits are your indivi
4. Once you have finished with your account click Log out This is especially important if you are using a public or shared computer 7 Page Requesting a service Requesting a service is a straight forward 3 step process In order to make a request for a new booking click the green Request Services button on the top right of any page in your account This will open up the following page N B you can scroll the calendar by using the lt earlier Select Dates above the calendar Account Summary Schedule Invoices Payments Your Data Settings Log out Request Service Select Dates later gt June 2015 July 2015 1 2 3 4 5 6 7 8 9 10 19 2 3 12 13 14 15 16 17 18 9 10 21 22 23 24 25 26 27 19 20 21 22 23 4 23 16 17 28 29 30 26 27 28 29 30 31 23 24 30 31 Dates Selected clear all dates None Service Item Time of Day Notes r 12 vi00 v Add services to the list below using the form above You can add services as many times as you need 0 Service s Awaiting Submission No services added yet buttons from Test Demo 8970500837 es Request Services Add Service later gt August 2015 4 5 6 11 12 13 18 19 20 25 26 27 21 28 8 Page 15 22 29 Step One Click on the date in the calendar you would like the service for The selected date will now show underneath the calendar Dates Selected It will be highlighted in yellow accompanied by a red X to the right of it Step Two Click on the Service Item dr
5. ar them by clicking the red X next to them or the clear all dates in blue text So for example to book boarding for one dog Follow steps 1 3 as above choosing First Day of Holiday With Pick Up 1 Dog from the Service Item drop down menu After completing step 3 you must now click the red X next to the date highlighted in yellow under Dates Selected before repeating steps 1 3 again for the Last Day of Holiday With Return Home 1 Dog Using this method will allow you to book as many different services for as many different dates as you require IMPORTANT Once you have chosen your dates and services and compiled a list at the bottom of the Request Services page The final thing to do is click the green Submit Request button This is when your request s come through to the office for scheduling You will receive an email both stating your request has been submitted and a confirmation email once we have checked and confirmed your booking 9 Page Cancellations If you need to cancel a previously booked in service click Schedule click the date you wish to cancel from the calendar view and over on the right of the screen you will see a cancel button After clicking the cancel button you will notice the service is no longer showing in your calendar and therefore has been automatically cancelled N B email confirmation of cancellations are not sent Account Summary Schedule Invoices Payme
6. by a human and scheduled in manually This means any comments left in the notes field will be read and any errors with a booking should be identified This is a system to assist us deliver a better service not to replace us 11 Page
7. dual account number i e in the example above 1234567891 There are 4 ways to access your Online Client Account Portal 1 Clicking the link contained in your welcome email 2 Clicking the link contained in any invoice email issued on the last day of every month 3 Clicking the Client Account Portal Login link from the top right of our website 4 Clicking the Book Now button from the banner of our Facebook page Whichever method you choose to use it is worth saving your Client Account Portal Login page as an icon on your desktop or bookmark for future ease of use It is usually a very simple process to do however saving as an icon or bookmark varies from device to device and browser to browser and is outside the scope of this document Logging in for the first time Setting a password After following any of the 4 methods above to access your account for the first time the first screen you will see is the Log in screen Halo Dogs Ltd ib By Log in Account Number Email 1234567891 Password Login Create Password Forgotten password 3 Pa Be Before accessing your account for the first time you will need to setup a password Click the link in blue text Create Password which will take you to a new page where you can enter in your 10 digit account number or email address and click the Create Password button An email will be sent to your registered email address with a link to follow where you
8. ent to what we have already It is also the page to detail any house routines you would like us to comply with when collecting or dropping a dog home including any alarm or medication administration or feeding instructions To change any data simply click edit in blue text next to the relevant section titles Settings This is a frequently requested option On this page you can switch on and off the ability to allow automatic payments similar to a direct debit feature from a stored card in your account when a new invoice becomes due Invoices are issued on the last day of every month If the Allow automatic payment box is ticked a payment attempt will be made against your registered card for the invoice amount If successful you will get an email confirmation and receipt If the payment attempt is unsuccessful for any reason you will receive an invoice via email as usual You will also receive an invoice via email on the last day of the month if the box is left un ticked This then leaves you the option to manually pay invoices with any stored card details or alternative methods such as bank transfer After ticking or un ticking the Allow automatic payment box click the Save button for your preference to be updated Manage Cards At the bottom of the Settings page is Manage Cards Your stored cards can be managed here Click the blue text managed here to add or delete a card from your account Log Out
9. nding page home page Wi g Test Demo ei 8970500837 6 Request Services Account Summary Schedule Invoices Payments Your Data Settings Log out Account Summary Thank you for choosing Halo Dogs Please find below your latest summary of payments due which you can save or print for your records We appreciate your business and value your comments Payments Due Now Invoice Date Item Total Credits Outstanding Due Date 0 00 0 00 0 00 Total outstanding GBP 0 00 You have nothing to pay Make a payment Late Payment Charges apply for all outstanding balances 15 20 days 10 21 30 days 15 31 days 20 In addition once 31 days have elapsed no further bookings can be made until the outstanding balance is paid in full Bank Name HSBC Account Name Halo Dogs Sort Code 403719 Account Number 71486888 On the right of the banner you will see your name your account number and the green Request Services button Ya Di Test Dem 897050083 zal Request Services 5 Page Just under the banner you will see seven clickable text links in blue font Account Summary Schedule Invoices Payments Your Data Settings and Log out 3 be Test Demo Vic gs 8970500837 R Request Services Account Summary Schedule Invoices Payments Your Data Settings Log out Account Summary The Account Summary is also the default landing page when you login to your account It shows an overview of your account It lists any outstanding inv
10. nts Your Data Settings Log out Schedule June 2015 lt Tuesday 30 June 2015 gt Description Time Action School Standard Rate 1 Dog All Day cancel 21 22 23 24 25 26 27 28 2 E Expired Cards We will send out via email a notice to advise you if your registered card is soon to expire or has expired To update registered card details click on Settings followed by managed here where you can delete your old card and add a new one Security Security online is not about getting just one thing right moreover it is about employing best in class technologies and practices in everything we do All account data is hosted using the Amazon Elastic Cloud Compute service This is the same Amazon that you buy all your bits amp pieces from online Data is protected in your account using the very latest security algorithms and encryption receiving Grade A test passes via the Quality SSL Labs server test All debit credit card data is stored with Stripe Stripe are world leaders in internet based credit card processing and they treat security of clients data as their number one priority Their servers are all PCI compliant level 1 which is the highest and most stringent form of certification All stored data is encrypted and Stripe forces all browsers to interact with their services via securely encrypted HTTPS channels 10 Page General Both booking requests and cancellations can be made online up till 23 59 on the day before
11. oices the amount the due date and the ability to pay each invoice separately or pay all of the outstanding for multiple outstanding invoices Schedule This is an important page as it shows all the services you have currently booked in from a calendar view up to six months in advance We guarantee that if a service is displayed here it will be delivered Above the calendar is the current month and year you are viewing Use the blue arrows either side of the date to scroll back and forth between months The default view is of the current month however if you click on a specific day you have the option to cancel a day more on this later or you can see in real time when your dog was both collected and returned home This function is linked to the team s mobile devices and incorporates geo tagging This means by clicking on the little green map marker next to each time pick up amp drop off you can see where the device was when the button was pressed which should be right outside your front door Invoices A list of all invoices for the previous twelve months in PDF format These can be downloaded and printed if required Payments Lists payments received information including the payment date the amount and the relevant invoice number 6 Page Your Data Another important page This is essentially the most up to date page for contact details alternative contact details and importantly emergency contact details if differ
12. op down menu from underneath the Dates Selected field Then select the service you require for the date highlighted in the previous step Step Three Now you have selected a date and a service click the blue Add Service button which adds the item into a list at the bottom of the page ready to be sent over for scheduling See IMPORTANT below Requesting multiple services for the same date If for example you want to book in day care and a shampoo for the same day simply follow steps 1 3 above then repeat from step 2 as the date is still highlighted by the system in the Dates Selected field Remember to select the alternative service from the Service Item drop down menu Requesting the same service for multiple dates If for example you want to plan the next month s day care in advance simply follow steps 1 3 However whilst at step 1 simply click on all the dates required before proceeding to step 2 You will see all your chosen dates listed under Dates Selected Requesting multiple services for multiple dates The system works by selecting a date or multiple dates then selecting a service to assign for the date s before adding to a list at the bottom of the page for submitting So requesting multiple services for multiple dates is quite straight forward The main thing to remember is once you have selected a date or multiple dates they will remain selected under the Dates Selected field until you cle
13. the expected service delivery However please note weekends and Bank Holidays should be requested by 2pm on the preceding Friday or the last normal working day for Bank Holidays falling on a day other than a Monday in order that we can make suitable arrangements for the necessary keys to be issued to the staff on duty over the weekend or Bank Holiday We will endeavour to accommodate late requests but ask for these to be occasional opposed to routine due to the associated complexities of key assignment If you wish to have the same services on the same days on a regular basis i e Day Care 5 days per week or regular Monday Wednesday amp Fridays for example We have the ability to set this up as an administrator Therefore rather than having to keep login in and requesting the same services on a weekly or monthly basis let us know at mypet halodogs co uk and we will set the recurring services up in your account You will still have the full functionality of all the features available in your account without the need for continually requesting the same services All boarding requests must have two dates The check in date i e the first day with collection from home and the check out date i e date to return home If necessary any day s in between the check in and check out dates will automatically be added to the booking after submission Please be aware this system is not fully automated Every request and cancellation is still acknowledged
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