Portal Posts Overview

What is a Portal Post?

The Customer Portal Post tool allows you to share important updates, announcements, or pet antics directly to your customers’ online portal - the same space where they view bookings, check records, and interact with your business.

What you can do with a Post:

Keep customers informed with timely updates in one central place.
Reduce admin load by communicating without calls or emails.
Promote services and special offers where customers are already active.
Increase transparency with consistent communication.
Enhance customer experience with useful, relevant info at their fingertips.

Example Post:
Title: “Easter Holiday Bookings Now Open!”
Message: Planning a getaway? Our Easter boarding spots fill quickly—make sure to book your pet’s stay early to avoid missing out! Book Now.
Start Date: March 1
End Date: March 31

Tip - Keep portal posts short, clear, and actionable. Stick to 2–3 sentences and include a call-to-action when possible (e.g., “Book now,” “Call us,” or “Read more”).

To access the Marketing section in Pet Manager, click on Tools in the top menu, then Portal Posts.

This panel displays your saved posts, shows whether they’ve been published, and gives you the option to edit or view them. Use the search bar in the top-left corner to quickly find a post, and the dropdown in the top-right to adjust how many entries are shown on screen.

Title - The name of your post, used to identify it in your records.
Date - The date it was created.
Location - The location the post relates to.
Status - Indicates whether the item has been published or is a draft.
Email Status - Indicates whether an email notification has been sent for this post. If enabled, customers will receive an email alert directing them to view the post in their Customer Portal.
Actions - Options to manage the item—such as view or edit.
Funnel - Allows you to filter your posts by Location.