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Set a username and password for online portal and e-booking access

To use your site's online portal, each client must have a username and password. The username and password also gives access to the e-booking system.

To set a username and password for client access, do this procedure.
  1. Select Contacts.
    The Contacts tab
  2. Select the applicable client contact record.
  3. Select Related Records.
    The Related Records tab
  4. Select Accounts.
    The Accounts button
  5. Adjacent to Customer Credentials, select the plus button.
    The plus button that is adjacent to Customer Credentials
    ezyVet shows the New Client Access Code tab.
  6. In the Login Email box, enter an applicable username.
    The Login Email box
  7. In the Password box, enter an applicable password.
  8. Select Save & Close.
    The Save & Close button
    ezyVet shows a confirmation message:

The contact record has the username and password. The Customer Credentials section of the contact record shows the username:
The Customer Credentials section