Client registration approval list

Client registration approval list

If you have the option to require approval for existing and/or new client registrations to Live Access, you will need to monitor the pending list and approve/deny/edit the registrations as they come in. 


From Live Access, click Online Reservations and click the Pending Clients option. 



If you have registrations pending, you will see the notification count icon. Pending clients will be shown like this:



Approve will approve the client and allow them to login to the portal and create OLR. 

Deny will deny the registration.

Edit will allow you to edit the details before approving. 



Sending approval/welcome message to new signups.

 

**Please note this uses your email settings inside KC desktop. If you do not have these setup, you must do so first: Configuring Kennel Connection to send emails



Once you click Approve, you will see an email notification option. It allows you to either send the default welcome email (default message can be changed in OLR Settings, General tab at the bottom) or you can customize it. OR if you do not want to send a welcome email, click "Confirm Approval (No Email)"


If customizing the message, please note:


[[ClientName]] is there and will insert the client's name they used during signup into the email. 

[[BusinessName]] is there and will show your business name in the email. 

[[LoginButton]] is there and will show them a login button they can click in the email to get to your login page.




When ready to send, click "Confirm (Email)" and the message will be sent to the client. 




Your customer who just signed up will see the following:



    • 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, ...
    • Inactive client registration for OLR

      Sometimes you might have clients that have not been to your facility in some time and may be marked as inactive. If these clients signup for OLR, as long as they use some form of matching info (First, last, phone, email) it will still locate their ...
    • Adding a Client Portal/OLR link to your business website

      To add a link to your business website so your clients have quick access to the Client Portal, you can simply hyperlink some page text or a button on a page or your main site menu to redirect your clients either on same page or in a new tab to 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 ...
    • Welcome to Client Portal email setup

      If you would like to send a "Welcome" email to your clients as they signup and are approved for the Client Portal, you'll need to enable this option.  In Live Access navigate to Online Reservations, OLR Settings, General tab and click the Email ...
    After-Hours Emergency Support
    For use ONLY outside of business hours. (Mon-Fri, 8am to 7pm ET). 

    To avoid any delay, be sure to search this knowledgebase for your issue prior to submitting a ticket. Most answers can be found here.

    If you're issue does NOT consist of one of the following, please email support@kennelconnection.com with your issue to create a ticket and someone will get back to you on the next business day. 

    - Kennel Connection Desktop - Will not open on any machine including server. 
    - KC-Cloud - Cannot login/spinning and you've verified you have Internet.
    - KC Online Reservations - Clients are getting an error upon login or cannot book ANY reservations.
    - Hello-Groom - Cannot login/spinning and you've verified you have Internet.
    - Credit Card Processing - Cannot take payments at all from any method.
    - PawLoyalty - Cannot login/spinning or extreme latency and you've verified you have Internet.

    *Utilizing the emergency support for non-emergencies will not receive a call back.
    *Users without a valid subscription will not receive a call back and will need to speak with a sales representative on the next business day.