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.
- 3. For Non Google Email Accounts see: Getting Started: Email Configuration Microsoft or Getting Started: Email Configuration SMTP
1. Set your Email Options
- Use Staff's Email Address: Turn ON to allow clients to reply to the specific staff member who sent the email (instead of to the company reply-to email address).
- BCC All Direct Emails To Company: Turn ON (Optional) to receive a copy of all emails sent via your Google email.
2. Connect Your Email
- Send Email From Your Own Account: Turn ON to configure SMTP to connect your company/personal email account.
- Email Configuration Type: Click "Google" - For non Google Email Accounts, connect using "SMTP" or connect using "Microsoft."
- Only Use For Direct Emails: (Recommended) Switch ON to enable Pet Sitter Plus to automatically route emails through the most appropriate channel depending on the nature of the email.
- Click "Update."
3. Google Email Configuration
- Enter your Google Email Address
- Click "Update Email"
- 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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