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SMS: Start Know Your Customer (KYC) verification for an ezyVet site

A practice manager can start Know Your Customer (KYC) verification for an ezyVet site directly in the site.

  • Make sure that you know your company registered name
  • Make sure that you know your company registration number (CRN)
  • Make sure that you tell your clients and staff that the phone number of the ezyVet site will change
Note: This procedure is only applicable to ezyVet sites that are in the United Kingdom and that use ezyVet SMS functions.
To start the verification, do this procedure.
  1. Select Admin.
    The Admin tab
  2. In the settings list, select Settings.
    The Settings setting in the settings list
  3. Select System.
    The System setting
    ezyVet shows the System Settings screen.
  4. Select Communication.
    The Communication tab
  5. In the Verify your business for SMS section, select Verify.
    shows a Twilio Registration dialog box.
  6. Do a check of the information that shows and enter information as necessary.
    Information of the Twilio Registration dialog box
  7. Select Submit.
    Note: If you do not have all of the necessary information, select Save for later. Then when you have the information, do step 1 thru 6 again.
ezyVet sends the verification information to the SMS provider. When the verification is completed, ezyVet sends you a memo. The memo includes the new phone number that the ezyVet site uses.
Do the procedure again for each applicable ezyVet site.