How does an existing client link to their already existing client card in Kennel Connection?
Good question! We've made it nice and easy for existing clients to signup on their own.
When the client goes to your client portal page for the first time,
(Example: https://demo.mykcapp.com/clientlogin) they will click the "register now" option at the bottom of the login screen. If they are an existing client they'll choose the existing client option and be presented this form:
Here's where the magic happens. To link to their already existing client record in your KC software it will require a match of:
EITHER First OR Last name
WITH
EITHER email address OR phone number.
Example:
Steven Smith in the above screen shot used Steven Smith. Your KC has Steve Smith. He also used a new phone number above which your KC does not have but it DOES have the same email address.
The system will take SMITH and parse the database to match it with his email address Stevensmith@testemail.com.. This will link his login with his correct account in KC.
Example 2:
In your KC database you have customer:
Tara Saunders
5555555555
Tara signs up for client portal as an existing customer but she just got married so she changed her last name AND changed her email address so she uses:
Tara Thompson
5555555555
The system will take TARA and parse the database to match it with her phone number 5555555555. This will link her login with her correct account in KC.
Related Articles
Managing your customers Client Portal accounts
There may be times where your customers that have signed up for Client Portal forget their passwords, incorrectly enter their email address during signup or need to be denied access to OLR or removed from the system. All this can be managed from your ...Matching existing customers to OLR accounts
When an existing customer signs up for an OLR/Client Portal account, the system uses the following information to check for an existing record inside of Kennel Connection. The code determines whether someone already exists in LA is by checking: 1) ...Installing KC7 with an already existing version of SQL
Installing Kennel Connection 7 with an existing version of SQL Server Welcome to the installation guide for Kennel Connection 7. Follow the instructions below to get KC7 installed on your machine. Important: If you are installing KC7 on your ...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 ...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 Client Portal/Online Reservations ...