For a general overview of Portal Settings, see Portal Settings Overview.


Basic Communication

  • Site Email Address – The “reply‑to” address for all portal‑generated emails and the default email for all Office communication.

  • Email Signature – Rich‑text block appended to every outgoing email.

  • SMS Phone Number – Enables outbound text messaging once a number is provisioned. See SMS (text messaging) for setup.

  • Client Email Confirmations Default – Choose Send or Don’t Send for the default Visit‑confirmation email behavior. Details in Client Visit Confirmation Emails.

Messaging & Summaries

  • In‑Portal Messaging – Everyone shows the Messages page to all users; Staff Only hides it from clients, who will still receive messages via email. More in In‑Portal Messaging / Company Message Box.

  • Company Message Box – Creates a shared “Management” inbox that both Administrators and Managers can access.

  • Daily My Schedule emails – Sends each sitter a list of their actionable next-day visits.

  • Daily Master Schedule emails – Sends the full next‑day schedule to the address in Site Email Address.

Notifications (Office | Pet Sitters | Clients tabs)

Each tab lets you decide whether an action triggers a Push Notification, an Email, or SMS (if enabled). Examples include:


Office

Pet Sitters

  • Visit assigned

  • Assignment changed or canceled

  • Manager adds note

  • Late to a visit

  • Time off approved or declined

Clients

  • Service confirmation

  • Cancellation confirmation

  • Sitter taps On The Way

  • Sitter Arrived (Service In Progress)

  • Pet Care Journal sent

  • New invoice

  • Invoice charge attempt failed

  • Payment confirmation