Portal Guide
Your Lily portal
A simple place to follow your property's care and stay connected with Lily.
What you'll find
Your property at a glance
Overview shows your next visit, latest report, and anything that needs your attention.
Care reports
Published reports show the checklist, observations, and photos from each visit.
Requests & quotes
Ask for additional care and review any quote Lily prepares for you.
Supplies
See the latest recorded supply levels and request a restock.
Documents & billing
Find shared property documents, view invoices, and pay through Wave.
Messages
Write to Lily about your property and keep every conversation in one place.
A look inside
Your next visit, latest care report, and anything that needs your attention.
Illustrative property.
Getting started
Step 1
Get access
Lily invites the email associated with your property. Portal access is by invitation only.
Step 2
Sign in
On Client sign in, enter that email and choose Email me a sign-in link. If you set a password, choose Use a password instead.
Step 3
Choose your property
If you have more than one property, pick it from Selected property on Overview.
Need help accessing your account? Contact Lily.
How to use your portal
View a care report
- Open Care, then Reports.
- Choose a visit to see its checklist, observations, and photos.
- Use Print / Save as PDF to keep a copy.
- Reports appear once Lily publishes them.
Request a service
- Open Care, then Requests.
- Choose a type and describe what you need.
- Select Submit request.
- Lily reviews each request; it is not a booking until Lily confirms a time.
Review and approve a quote
- Open Care, then Requests.
- Find the request with a quote and review the amount.
- Select Approve quote or Decline.
- After approval, Lily confirms a date and time with you.
Request a restock
- Open Care, then Supplies.
- Select Request restock next to a low item.
- Review the prefilled details and submit.
- Quantities reflect Lily's latest count, not live tracking.
View an invoice and pay
- Open Billing.
- Select Pay with Wave to pay securely through Wave.
- Lily confirms payments once received, so your balance may take a day to update.
Send Lily a message
- Open Messages.
- Choose the property if you have more than one.
- Send a note through Messages. For a time-sensitive property concern, please call Lily.
View or change an upcoming visit
- Open Care, then Calendar. Your next visit also appears on Overview.
- Select a visit to see its date and time. Visits Lily hasn't confirmed yet show as not yet confirmed, without a time.
- To ask for a different date, select Request a change, add your preferred alternative, and submit.
- Your existing visit remains scheduled until Lily confirms the change.
Find property documents
- Open Care, then Documents.
- Select a document to open it.
Switch between properties
- Open Overview.
- Choose a home from Selected property.
- You can also browse every home under Properties.
Reset your password
- This applies if you sign in with a password.
- Go to Client sign in and select Forgot password.
- Enter your email, then follow the link in the email to set a new password.
Trouble signing in?
Invitation not received
Check spam or junk, and make sure you're using the email Lily invited. Contact Lily if you still need help.
Sign-in link expired or not working
Return to Client sign in and request a fresh link, then use the most recent email.
Property missing
Check Selected property on Overview and confirm you signed in with the invited email. Contact Lily to review your access.
Need Lily?
Portal messages aren't monitored around the clock. For anything time-sensitive at your property, please call.