Getting Started Email Configuration: Emails can be sent from Pet Sitter Plus in a few ways.
- Through our internal email system (default).
- Through a combination of our internal email system and your business or personal email account (strongly recommended).
- Through your business or personal email account only.
Note:
- 1. This step is not essential to use Pet Sitter Plus, but it can provide enhanced functions.
- 2. Google configuration is very easy and only take a couple of minutes.
1. Set your Email Options
Navigation: Admin > Settings > Email Settings > Email Options
- BCC All Direct Emails To Company: Turn ON (Optional) to receive a copy of all emails sent via Google.
- Send Email From Your Own Account: Turn ON to configure Google services.
- Email Configuration Type Google: Turn ON to receive a copy of all emails sent using your Google account.
- Only Use For Direct Emails: Turn ON (Highly Recommended). You should continue to send Invoices and other emails through the internal server.
2. Email Configuration - Google Email Configuration
Navigation: Admin > Settings > Email Settings > Email Configuration
- Select "Email Configuration" from the sub menu.
- Enter your sender email address that you want to send emails from. Click "Update Email."
3. Connect your Google account
- The option will appear for you to click "Sign in with Google." This will open another browser window so you can sign in to your Google account.
- When you have signed into your account, you will be asked to confirm that you trust Pet Sitter Plus to connect to your Google account. Click "Continue."
You will be shown a "success" message. You can now close this window.
Tip: Once you have successfully completed the connection, a new option to email from the Client Search is available, like the following screenshot.
Signposts...
Your configuration is complete. You can move into adding Clients.
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