Hello-Groom - Upload documents through Client Portal

Hello-Groom - Upload documents through Client Portal

There is an option to allow clients to upload documents through client portal.  They can upload to either a pet record or their client record.

To enable this, click on Online Reservations, Use & Registration and scroll to the bottom.  Hit Save Changes when done.

Important:  If this option is enabled, your client will be able to see and open any document that you have attached to their pet or client card in desktop Kennel Connection.  If you have a sensitive document attached that you do not want your client to see, leave this option turned off.  You can still allow clients to upload documents through the OLR appointment process but they won't have access to documents you have attached to their records.



You can also be notified when a client has uploaded a document.  To do this, click on OLR Settings, General, Email settings.  Check the box.  You can notify multiple emails if needed.



Now they are able to log into Client Portal.

To attach to a pet record, click on My Pets and each pet will have the option to "Upload Pet Document".
This will attach this document to this specific pet.  

Please note:  A pet can only have up to 10 documents attached to his record.  If the pet has 10 records and the client clicks to upload another one, document 10 will be replaced with this new upload.



If the client would like to upload a document to their client record, that's on the Documents tab.



Once your client has uploaded the document, you will be able to see and open these through Hello-Groom.

Pet record in Hello-Groom:



Client record in Hello-Groom:


    • Related Articles

    • Hello-Groom New Documents Uploaded Notification

      *Note that screenshots may depict other modules besides Grooming. With Hello-Groom, you'll only see the Grooming module. Please contact Sales@KennelConnection.com if you wish to move to Kennel Connection software for more modules.  New documents ...

    • Hello-Groom - Require vet when adding a new pet through Client Portal

      You can require that clients choose their pet's vet when they add a new pet through Client Portal. Click on Online Reservations, OLR Settings.  Click on the General tab. Check the box to "Require vet information to add pet".  Be sure to hit Save ...

    • Hello-Groom Logging in to Hello Groom

      To login to Hello-Groom, you must have an account created already. If you do, you'll have your own custom URL such as  https://happypets.myhellogroom.com . Please navigate to that site on your computer or mobile device and you'll be brough to your ...

    • Hello-Groom Welcome to Client Portal Email Setup

      *Note that screenshots may depict other modules besides Grooming. With Hello-Groom, you'll only see the Grooming module. Please contact Sales@KennelConnection.com if you wish to move to Kennel Connection software for more modules.  Welcome to Client ...

    • Hello-Groom Online Reservation Portal Design

      Designing your own Client Portal page When it comes to your Client Portal, it needs to be exactly that. YOUR client portal. Even though this is a link to an external website, there's no reason you can't make it your own. Here you can design your own ...