Allowing New Clients To Create An Account And Setting Up The New Client Form

In Time To Pet, you can create a link that new clients can visit to create an account with your company. This link can be added to your website so potential clients can easily find where to request an account, or you can send it to potential clients manually to get started. In this article, we'll review how to set up your New Client Form.

Enabling The New Client Form

Before you can generate a link to the New Client Form, you must first create a Client Portal Tag in Settings > Client Settings > Portal Settings:

Then, on the same screen, you need to "Allow Clients To Create An Account". Here, you will have two options:

Accounts Require Approval – This will allow your clients to request an account, but the account will stay in a pending status until approved or rejected by an administrator. When their account is approved, clients will automatically be sent a Welcome Email with a link to activate their accounts, and they'll be added to your client list.

Auto Approve Accounts – This will allow your clients to create their own accounts without being approved by an administrator. These clients will automatically be sent a Welcome Email with a link to activate their accounts, and they'll be added to your client list immediately after they submit the New Client Form.

Once the form has been enabled, you will see a new link that you can use to direct prospective clients to fill out your New Client Form:

Building The New Client Form

Once the new client form has been enabled, the "Fields On Form" section will appear. Here, you can add fields from your Client And Pet Fields that you'd like to include on the new client form:

When creating custom fields that you would like to appear on the New Client Form, there may be certain information you’d like to gather from prospective clients filling out the form that you don’t need from your existing clients. To ensure that these fields are only visible on the New Client Form and not visible to established clients, when you create the new Client Fields, make sure to check the box to make them "Client Editable" and uncheck the box that says "Client Visible".

Should I Add The New Client Form To My Website?

There are a few things to consider when it comes to adding the new client link to your website. Some of our customers have different methods of accepting new clients that might involve setting up the meet and greet before adding their clients to the system. If this is your preferred method, you may skip adding the new client link to your website. However, the new client link can be convenient if you would like new clients to sign your service agreement and fill out their client and pet details before the meet and greet or starting services. Because you can choose to approve client account requests, you can still do some vetting before adding your clients to the system, such as ensuring the clients are in your service area. 

FAQs

Q: I have auto-approval enabled; why is there a client pending approval in the Approvals section of my Dashboard?

If you have your portal settings configured to approve new clients automatically, but a client was not automatically approved, this means that a client already exists in your database using that email address. If you can't find them in your active Client List, be sure to check your Inactive Clients list.

If you want to use the existing account, you can delete the new client request and let the client know they can log in using their email and password (make sure the existing account is made active again if needed). If you prefer to use the new account, you will need to delete the email from the existing client profile before you can approve the new client request.