Adding & editing phone number fields

Adding & editing phone number fields

You are able to add up to 5 phone numbers to a client's card.


First, go to File, System Options, Global tab and setup the label for each field.


Phone numbers


Next, open the client card and enter the numbers.


Phone numbers


For all modules, on the appointment screen, if you right click on the appointment, the menu will display the first three phone numbers.


Please note:  If you add a number to a client's record while the schedule is opened, refresh the schedule to get the number to display.


Phone numbers

    • Related Articles

    • Auto-formatting phone numbers for new clients

      If you would like to have the system auto-format the phone numbers that new clients enter when registering through the Client Portal, navigate in Live Access to OLR settings, General and choose the hyphenated option and click save.  This way if a ...
    • Adding a client

      To add a client, click on File, New Customer. You are required to enter a first and last name, but all other information is optional. You can add up to 5 phone numbers. Click here for instructions on setting up the phone labels. You are able to ...
    • Auto assign confirmation numbers to appointments

      To auto assign confirmation numbers for appointments, click on File, System Options, Global tab. Check the box highlighted below and hit OK when done. If you want to include the confirmation number in the confirmation email, click on File, Business ...
    • Adding a booking without having an existing customer record

      You are able to add appointments for new clients without first creating a customer file. Click the Add button on the schedule. Click the New button. You must fill in the owner's last and first name, and the pet name(s).  You can enter an address, ...
    • Adding individual employees to Live Access

      There are two different ways you can add users to Live Access. Individually and in bulk. Users MUST already be added to Kennel Connection desktop as employees before you can add them to Live Access. Live Access will respect all employee access rights ...