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

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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 remain in a pending status until an administrator approves or rejects it. 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 receive a Welcome Email with a link to activate their accounts, and they'll be added to your client list immediately after submitting your New Client Form.

Client Portal Tag Sync Option
If your company also uses the In-home product, you can click "Client Portal Tag is synced with In-Home" to enable synchronization between the client portal for both products, providing a seamless experience for your clients.

You can customize your Welcome Email and other default messages under Company Settings > Messaging > Custom Messages. These messages get sent to your clients in Time To Pet. Choose any option from this list to configure that message. You may learn more about Message Settings here.

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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 enabled, Time To Pet will show your clients a banner notification at the top of every page in their client portal. This is most commonly used for announcements you would like to make to all customers such as Please request holiday services ASAP. You can set this to Not Shown, Visible, or Visible With Expiration date (for those announcements that only apply through a specific date).

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 make these fields visible only on the New Client Form and not for established clients when creating new Client Fields, ensure you check the "Client Editable" box and uncheck the "Client Visible" box in your Client Field Settings.

If you have both In-Home and Facility products, when a new client creates an account, they will be prompted to choose which product they want to use.

In-home product: "We come to your residence for care."

Facility product: "You bring your pet to us."
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Here is what new clients will see:

Note: The New Client Form questions can be customized for each software. See our best practices for the New Client Form in our help articles.

In-Home Help Article: Best Practices For The New Client Form

Facility Help Article: Best Practices for Facility New Client Form

If you have your portal settings configured to automatically approve new clients, but a client was not approved, it means that a client already exists in your database with 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 (be sure the existing account is reactivated if needed). If you want 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.