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. See Invites and Client Registration.
- 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.