Provider Portal Guide

1. Visit petsavingsbank.com and click Provider sign in at the bottom of the login page
2. Switch to the Register tab
3. Enter your name, email, password, business name, business type, and ZIP code
4. Verify your email
5. Complete the setup wizard: profile details, Stripe Connect onboarding, and your first discount offer

To receive payments, you need a connected Stripe account:

1. Click Set Up Now on the Stripe Connect banner
2. You'll be redirected to Stripe to verify your identity (KYB)
3. Once verified, your KYB status shows as "Verified" and you can accept PSA payments

• Pending Payment Requests — Action-first: see open requests from your clients right at the top
• Statistics — Key metrics for your practice (revenue, client count, PSA discount usage, etc.)
• Recent Payments — Latest transactions with client name, service, amount, and status
• Revenue by Service — Bar chart showing your revenue breakdown by category
• PSA Discount ROI — Shows the return on investment from your PSA discounts

Quick Actions: Use the Request Payment button in the top bar to quickly send a payment request to a client.

Pending Requests

View all open payment requests you've sent to clients. Track which ones are awaiting client action.

Payment History

Browse all completed transactions with powerful filters:

• Filter pills: All, PSA only, With discount, Pending, Refunds
• Search by client or pet name
• Table columns: Client & Pet, Service, Method, Gross, Discount, Net Received, Date, Status
• Refund: Issue a full refund on completed payments when needed
• Export CSV from the overflow menu

Switch to the Reports tab to see:

• Period selector: Today, Monthly, Yearly, or full Ledger view
• Revenue stats: 4 summary cards for the selected period
• Revenue by Service: Bar chart breakdown
• Offer Performance: How your discounts are being used
• Monthly Revenue Trend (yearly view): Line chart showing your trajectory

• Stats bar: Total clients, PSA-funded, active (visited in 30 days), and former clients
• Search and filter: Find clients by name or pet, filter by All/PSA/Active/Former
• Expand/collapse: Click a client row to see their pets, breeds, last visit, total spent, and PSA status
• Auto-expand: If you have fewer than 10 active clients, all rows expand automatically

1. Percentage Discount — e.g., 10% off wellness exams
2. Flat Discount — e.g., $15 off dental cleaning
3. Free Service — e.g., Free nail trim (up to a max value you set)
4. Product/Service Deal — e.g., 20% off flea prevention products
5. Custom Announcement — Informational post (no discount attached)

• Create: Click "+ Create new offer" and fill in the details
• Edit: Click the pencil icon on any offer card
• Pause/Resume: Toggle between active and paused
• Filter: Use pills to view by type (Active, Paused, %, $, Free, Announcements)
• Sort: Newest first, Most redeemed, or Name A-Z

Offer Library — Browse offer templates from other PetBank providers. Click "+ Add to my offers" to copy a template to your practice.

• Targeting: By species (dogs/cats), age range, and health conditions
• Privacy: Targeting uses pet profile data only — never financial data
• Create: Click "+ New Campaign", set your audience, daily budget, and bid type (CPC or CPM)
• Monitor: View impressions, clicks, and CTR on each campaign card
• Manage: Pause, resume, or delete campaigns

Balance Overview

• Available Now — Ready to request
• In Transit — On the way to your bank
• Next Payout — Estimated deposit date

Payout Schedule

View your automatic payout frequency (daily, weekly, or monthly), threshold, and connected bank account.

Manual Payout

Click Request Manual Payout to pull available funds immediately. Requires password confirmation.

Payout History

Table showing all past payouts with date, amount, status, and bank account.

Notifications

• Incoming payment alerts — Email + in-app for each payment received
• Weekly revenue digest — Sunday summary of the week's transactions
• Offer usage alerts — When a discount reaches 80% of its usage cap
• New PetBank client joins — When a client in your directory activates a PSA

Practice Profile

Edit your practice name, provider type, phone, and website. Address changes require Stripe verification — contact support.

Your tools for client acquisition:

• Your Join Link — A permanent, shareable URL. Copy it to your clipboard with one click
• QR Code — A scannable QR code encoding your join link. Display it in your waiting room
• Print for Waiting Room — Generates a clean, single-page printout with your practice name, QR code, URL, and PetBank branding
• Stats — 30-day metrics: link visits, signups, and connected owners

1. Click Request Payment in the top bar
2. Select the client from the dropdown (if you have only one PSA client, they're pre-selected)
3. Select the pet being treated
4. Enter the amount for today's service
5. Choose the service type (Wellness Exam, Dental, Vaccines, etc.) — or let the AI auto-detect it
6. Add an optional description and notes to client
7. If applicable, apply an offer from the dropdown to give the client a discount
8. Review the payment summary showing the breakdown
9. Click Send Request

The client receives a notification in their owner portal and can pay directly from their PSA balance.

• Complete your Stripe setup first — You can't receive payments until KYB verification is done
• Create at least one offer — Even a small 5% PSA discount drives adoption. Funded clients visit more often
• Share your join link everywhere — Email footer, invoices, waiting room signs, social media. Every owner who signs up through your link is auto-connected to your practice
• Print the QR card — Put it at the front desk. It's the easiest way to get clients started
• Check your reports weekly — The revenue by service chart helps you see where your business is growing