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 client enters a phone number like this, 5555555555 it will be auto-formatted in their client cards to show as 555-555-5555.
Related Articles
Configuring Client Portal registration & OLR settings
Client Portal/OLR gives you options to configure how you'll allow your clients to register and create appointments. You'll want to view and set any necessary settings for your business before deploying the Client Portal. From the Live Access side, ...Onboarding your customers to Client Portal/OLR
With a new software, comes some new tasks. If you're going to be using the Client Portal side of the software, you'll need to have your customers signup. There are multiple ways to accomplish this. Choose what best works for you and/or your ...Upload documents through Client Portal
There is an option to allow clients to upload documents through client portal. They can either upload to a pet record or their client record. To enable this, click on Online Reservations, Use & Registration and scroll to the bottom. Hit Save Changes ...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. Next, open the client card and enter the numbers. For all modules, on the appointment screen, if you right ...Require vets for new pets added through Client Portal
You can now require that clients choose their pet's vet when they add a new pet through Client Portal. In Live Access, click on Online Reservations, OLR Settings. Click on the General tab. Check the box to "Require vet information to add pet". Be ...