Inviting Clients


You may want to Invite clients to create a Client Login if you have already created their Client Profile. This process will allow them to choose their own password instead of it needing to be manually created from the Client Logins page. It is best if you wait to invite clients until your portal is completely setup (see the Setup Series) and you have thoroughly read through this section of the manual.

  • Go To Profiles > Clients
  • If you are in TABLE view
    • Click the checkboxes for the client(s) that you would like to invite - NOTE: Invitations cannot be sent for Client Profiles that already have one or more connected Client Logins
    • Click on the Invite button
  • If you are in PROFILE view
    • Simply click the Invite button.
  • You can optionally add a message that will be included in the invitation email(s). Once your are ready to send the invitation click on the Done button
  • An "Account Invitation" email will be sent to the Primary Email Address(es) for each profile that was checked. Included in this email is a link to the "New Client Account Registration" page on your portal (yourdomain.petssl.com/account) and an Invitation Code
  • During Client Registration (below) your client will use the Invitation Code that was sent to them to create a Client Login that will be connected to the Client Profile that is already in the portal
  • Note: once a client has created a Client Login the Invite button will no longer be visible in their account



Client Registration

Note: The video below shows the previous registration layout. The required information is the same, but clients now complete it through guided Profile, Pets, Forms, and Billing steps, as applicable.

The portal allows clients to register for an account, provide their information and pet details, and request service. This optional feature can be turned on or off through Admin > Business Settings > Clients > Clients Can Create Own Account.

  • Registration takes place on the New Client Account Registration page at yourdomain.petssl.com/account.
  • Clients enter the information for their Client Login, including their email address, password, and name.
  • Invited clients enter the Invitation Code from their Account Invitation email to connect their new login to the existing Client Profile.
  • Client Agreements from Operations > Agreements are shown during registration.

After creating their login, clients are guided through the information your business requires:

  • Profile – required client and household information
  • Pets – required pet profiles and information
  • Forms – required Client Forms
  • Billing – payment information, when a stored payment method is required

Each step shows whether its required information is complete. Clients save a section using Next or Finish, and use Save & Continue to move to the next step. Saved information remains available when they return; simply switching sections does not save unsaved changes. Once all required information is complete, the client can request service.