Client Portal

/ by Bob Jaffe

An older woman in a pink shirt standing outside and looking at her phone.
Two older women sitting on a grey couch and looking at a tablet.
A dark blue icon that looks like a person in the middle of a circle.

Accessible and User-Friendly Design

An older woman in a pink shirt standing outside and looking at her phone.
A dark blue icon that looks like a calendar.

Self Register and Schedule

An older woman pushing a cart in a grocery store.
A dark blue icon that looks like a shopping cart.

Virtual Choice Shopping

People walking in the hallway of an open building with tall windows with the focus on three people wearing backpacks.
A blue icon that looks like a person with a lock to their right.

Campus-Friendly SSO/Eligibility

A screenshot of a simple new visit record for mock client Albus Dumbledore is in the foreground, with a small screenshot in the background of where on the client record the orange ‘new visit’ button is located.

Empower Clients with Online Registration

  • Reduce lines by encouraging clients to register online before they arrive.
  • Easy-to-use web based registration enables low-barrier access.
  • Configurable form fields allow you to require only the data you need.
  • One size does not fit all: custom registration questions and content boxes allow you to tailor registration to your organization.
  • Built-in translation tool allows all fields (even custom fields) to be translated to over 30 languages.

Save Time with Appointment Scheduling

  • Allow clients to choose an appointment from available slots.
  • Customize calendar availability based on location, type of visit, and more.
  • Set rules for how often a client can schedule services.
  • Reduce no-shows with automatic appointment reminder emails and texts.
Four screenshots displaying the online storefront, the queue report, a visit record with inventory items listed, and the delivery route report with mock client data.
A large screenshot on the left shows a new visit record for mock client Albus Dumbledore, with fields for additional comments or custom questions. Two smaller screenshots on the right show the new referral window and the visit signature box.

Simplify Client Choice with Virtual Shopping

  • Expand client access with virtual shopping options.
  • Set limits and rules to control what items are visible and shoppable by clients.
  • Pre-ordering allows your team to plan ahead for events, distributions, and open hours.
  • Clients love knowing what is available before they show up.
Inventory Tools

Kiosk View Keeps It Simple

  • SSO compatible: set-up students to use their school credentials when logging into PantrySoft’s client portal.
  • Simplify the login process and enhance security.
  • School-defined participation: allow only eligible students access with a secondary check.
A screenshot of the Kiosk mode with a simple client search, with an orange arrow pointing to a pop-up window of a simplified client record for mock client Albus Dumbledore.
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