To allow new clients to create an account through the online widget, click on PawLoyalty, Administration.
Click on Policies.
Check the box to allow new customers to create accounts.
Scroll down and click Update.
Next, click on Administration, New Customer Profile Type.
This is where you choose the screens new users will need to fill out in order to create an account.
You can also add a Completion message.
Click Save when done.
You can choose any option, from Simple where they just need to create a username/password.
To Basic with a Liability waiver and vet release form.
To add your waivers, click on Administration, Waivers.
Upload your waivers and hit Save.
A new client will now go through these steps.
Please note: If your client is adding multiple pets, they need to click Add Additional Pet. Enter all of their pets, clicking this button each time. Then they click the Submit button.
Your client will then be able to submit an appointment.
Then it will go through the rest of the steps, depending on what you enabled.
Setting up a password.
Adding health information.
Then they can agree to your liability and pet release forms.
PawLoyalty - Setting up Online Booking
To setup your online reservation system, click on Pawloyalty, Administrative. Click on Customer Widget. Click on Generate Code. Copy this code onto your website, named Booking Reservations, for example. Please note: These appointments are not ...
PawLoyalty - Services are missing from the online booking widget
To add/edit/remove services available on the online widget, click on PawLoyalty, Administration. You'll want to enable these for existing clients and new clients. Click the options you'd like clients to be able to choose when making an online ...
PawLoyalty - Client cannot add multiple pets in the online booking widget
Only new clients are able to add pets through the online booking widget. Existing clients need to contact the business and have them add the new pets. When adding multiple pets through the online widget, you need to hit 'Add to your lists of pets' ...
PawLoyalty - User cannot log into Online Booking portal
If a client cannot log into the Online Booking portal, it's most likely the incorrect email address. Confirm that info with the client. You can also login as the client to verify it works. Another reason might be that the user is going to the wrong ...
PawLoyalty - Setting up automated emails
You can setup automated emails for birthdays, appointment reminders, expired vaccinations, reservation requests, package and credit thresholds, and many more options. To set your options of what emails you'd like to send, click on PawLoyalty, ...