Direct Pet & Your Partners

If you have a clinic partner enabled under Admin -> Direct Pet Configuration, they will appear as an option for reception/release within Direct Pet.  They will also have a few additional features enabled in their partner portal as well as within Direct Pet

Partner Portal

If a partner has been selected for reception and/or release on a Direct Pet case, they will receive a notification once the request has been accepted by your business.  Additionally, they will see a panel in their partner portal labeled "Consumer Direct Requests".  This panel shows a number of current cases that they are involved with.  Clicking on this panel will take them to a table labeled Consumer Direct Cases  

This table will show all cases in which this partner is involved with either reception or release.  It shows the case information, reception/release info, the progress detail which shows the current tracking step, and notes.  Selecting the green "i" icon will show additional case information.  Once a case has been moved to the Ready For Release or Released steps, these cases will move to the respective "Ready" or "Released" sections on the portal.  These cases will appear with a paw print icon to indicate that it is a Direct Pet case.

Direct Pet In-House Feature

Partners that are enabled within Direct Pet Configuration also will have access to the Direct Pet In-House Feature.  This feature is designed for vet clinics who do not wish to submit cases through the partner portal, and would prefer to provide a tablet to their customers to use Direct Pet to submit their cremation request while still at the vet clinic.  

On the Admin->Partner Portal Access page, enabled clinics will have a "Direct Pet In-House URL" section.  If you have multiple locations, each location will appear in this dropdown.  Once you select the location, you can copy the URL to provide to your partners.  

This URL will function exactly as Direct Pet does normally, with two major differences.

1. It will autofill the reception option to use this vet clinic and your preferred acquisition method.
2. Once the request is submitted, the vet clinic will receive an email with a Pet Care Request form that includes a QR code.  This is to assist your vet clinic partners with keeping track of Direct Pet requests that originated in-house. 

We've added the ability to send a "Welcome Email" to your partner portal users.

Selecting the green envelope icon will show a pop-up asking if you'd like to send a welcome email to this user, as well as asking if you'd like to include the Direct Pet In-House URL.  If you select that checkbox, it will show the names of your locations so that you can select the servicing location you would like to designate for that partner.  

Once you click "Send Email" it will sent this user an email with the URL for their partner portal, their partner portal username and password, as well as their Direct Pet In-House URL.

In-House Reporting

Because Direct Pet cases are considered "Walk-In" cases and the transaction takes place between the customer and your business, you may want to keep track of "In-House" cases for the purpose of profit sharing with your clinics, there is a report which will help with this.

Under Reports, select "Direct Pet In-House Cases By Partner."  This report will show a count of all In-House cases for the selected time period, as well as the the total sale amount for all of these cases.