Client portal
One place for your clients
Clients see their appointments, the notes you share, homework and invoices in a web portal, with nothing to install. Everyone in the household sees the same dogs and history.
Pup Notes is in development and launching in the US around the end of 2026. This page describes what’s planned for launch.
Join the waitlistHi Sarah
Bella’s training with your trainer
- Next sessionTuesday, 6:00 p.m.
- HomeworkTurn-and-goLog practice
- Session summaryFrom last ThursdayNew
- Invoice$150.00Pay
Appointments and booking
Clients see upcoming and past sessions, book new ones and make changes within your policy. When a service needs an intake, vaccination records or a signed agreement, the portal asks for it.
- Upcoming and past sessions for every dog in the household
- Book, reschedule and cancel within your policy
- Intake answers, vaccination records and signed agreements in one place
- Clients update their own contact details and their dogs’ profiles
Appointments
- Tue, Nov 17 · 6:00 p.m.Basic manners classBooked
- Thu, Nov 19 · 10:00 a.m.Private lessonBooked
- Thu, Nov 12 · 10:00 a.m.Private lessonCompleted
Notes, homework and progress
Session summaries you accept, homework with your demonstrations, and the progress you choose to share all appear in the portal. Clients log practice in a tap.
- Session summaries you’ve accepted
- Homework with instructions and demonstration videos
- Practice check-ins, with history
- Progress you choose to share
Homework · Bella
From your trainer
- Turn-and-go3 of 4 practices this weekLog practice
- Mat settleDemonstration videoWatch
Messages, incidents and payments
Clients message you from the portal, report behavior incidents, and pay invoices by card. Your private notes never appear there.
- Messages with your practice, including replies by email and text
- Behavior incident reports, with a reminder that the portal isn’t for emergencies
- Online payment, receipts and payment history
- Text message and email preferences clients control
Invoice · Behavior evaluation
Due November 20
- Behavior evaluation$150.00
- Cancellation policyShown before payment
Also included
Nothing to install
The portal works in the browser on any phone or computer.
The whole household
Invite each caregiver. Everyone on the account sees the same dogs and history.
Your practice’s name
Clients see your practice’s name in the portal, and your emails come from “your practice via Pup Notes”.
Texts only with permission
Clients opt in to text messages and can reply STOP at any time.
One sign-in
A client who trains with more than one practice uses one sign-in, and each practice’s records stay separate.
Private notes stay private
Only what you share reaches the portal.
Want to try Pup Notes when it launches?
Join the waitlist to hear first. The first 100 practices to pay keep $29 a month for as long as they stay subscribed.
Join the waitlist