Add, Edit and Delete Posts

You can add a new Post from the main dashboard by clicking on the button in the top right of the screen. 

This will open the post builder, where you can enter your custom details and choose what to include in your new post.

• Title - The heading of your post, shown to customers in the portal and in email notifications. Keep it clear and engaging.

• Description - The main content of your post. Use this space to share updates, photos, announcements, or important info with your customers.

You can also filter who the post is sent/shown to.

Who should see this post?

Choose which customers will see the post. You can target based on booking status, location, or item type to ensure the right audience receives your message.

• Customers with pets in house on this date - Displays the post only to customers who have pets currently checked in on the selected date.
• Where booking is in this location - Filters the post visibility by specific facility or site location (useful for multi-location businesses).
• I want to match on item types - This is set by default to Item Types.
• Where pet is in these item type(s) - Choose which item types (e.g. Daycare, Grooming, Boarding). The pets must be in for their owners to see the post.

You are able to upload an image - Please note, when the customer is emailed the Post notification, it will only show them the first three images. They will have to click into the Customer Portal to view more (if any).

Once all of the selections have been made - The information will update in the post builder for you.

• Publish – to deliver your post to the selected list. You will then have the option to email the post to your customers. This is the only way they are notified that the post is available to view on the portal. So it is recommended to click yes.
• Save Draft – to come back and finish later.
• Back – to return to the previous screen without saving changes.

Review your title, message, and audience settings, then choose whether to send it right away or save it for later. If you've selected the email option, your customers will be notified automatically. Once live, your post will appear in their Customer Portal, keeping them informed and engaged.

This is an example of a post viewed from within the Customer Portal.

How to edit a Post

You can also choose to edit a draft or an already published post. The post builder will open, allowing you to make changes. Click Publish once you've finished making your changes, and the post will update in the Portal.

How to delete a Post

If you no longer want a post to be active, simply click in the View button in the Post summary page.

This will open the Post dashboard.

From here click on the edit drop down, select Delete.

A window will pop up, asking if you wish to delete the post. Click Okay to delete Post, or Cancel to keep Post active.