Client portal
A private, branded space for every client.
Included in every Tregovia plan. Clients see their own appointments, invoices, and documents from one secure login - no separate account, no separate tool.
What's in the portal
Everything a client needs, nothing they don't.
Appointments, invoices, and receipts are included from day one. More surfaces light up automatically as you enable the modules behind them.
Appointments
IncludedClients see upcoming and past appointments, and can self-serve reschedule or cancel within your policy window - or book a new one directly if online booking is enabled.
Invoices & receipts
IncludedEvery invoice, its line items, payment status, and any refunds are visible to the client, with a printable receipt for anything paid.
Estimates
IncludedClients review and accept or decline an estimate via a secure link you send them - no portal login required for this step. Accepted estimates convert to invoices with one click on your side.
Pets & patients
IncludedClients see their own pets or patients linked to their record, alongside the appointments and records tied to each one.
Online payment
Online PaymentsWith the Online Payments add-on and Stripe connected, clients pay an outstanding invoice with one click via a secure hosted payment link.
Contracts & signing
Contracts & eSignPending and signed contract envelopes are listed in the portal - clients review and sign directly, with the full audit trail kept on your side.
Documents & messages
Portal ProA private document vault plus a message thread between your staff and the client - clients can upload their own files and reply, all tied to their record.
Deals
Sales PipelineIf you run Sales Pipeline, clients see a read-only view of the deal tied to them.
Support tickets
TicketingClients open and reply to support tickets, and rate the resolution - internal-only notes your staff add never appear on their side.
Gift cards
Gift CardsClients can purchase a gift card for someone else directly from the portal, paid the same way as any other invoice.
Telehealth
TelehealthClients join a video consultation straight from their appointment in the portal - no separate app or download.
Medical & vet records
Vet/Medical RecordsDepending on your practice type, clients can view visit records, vaccination history, or active prescriptions tied to their pet or patient.
Their own data, on request
IncludedClients can export a copy of their own personal data or request deletion directly from the portal, and manage their own email/SMS marketing consent.
How it works
Set up once, tied to every client.
You invite the client
From any client record, send a portal invite - they get an email with a secure link to set their own password.
They see their own workspace
Once logged in, a client sees only their own appointments, invoices, and documents - never other clients' data, and never your internal notes.
It stays tied to their record
Anything staff do - an invoice sent, an appointment rescheduled, a document shared - shows up automatically. Nothing needs to be manually copied into a separate tool.
Privacy
Client-facing, not staff-facing.
Clients only see their own data
Every portal endpoint is scoped to the authenticated client's own record - tenant and client ID checked on every request.
Internal notes stay internal
Staff-only notes on a support ticket carry an internal flag and are filtered out before anything reaches the client-facing thread.
Clients control their own consent
Clients can export their own data or request deletion directly from the portal, and manage their own email/SMS marketing consent.
Questions
Frequently asked questions
Give every client their own portal.
It's already part of your plan - no setup fee, no separate product to buy.