Hotmail, Outlook, Live and MS 365 email accounts are hosted by Microsoft. In September 2024, Microsoft introduced some new security requirements and measures to protect user email accounts when interacting with other applications such as Pet Sitter Plus.
Note:
- Connecting your email account to Pet Sitter Plus is not essential, but can provide enhanced functions such as bulk/masse emailing to your clients.
- For connecting your Pet Sitter Plus software to a Gmail/GSuite or Other email account, see instructions on how to do this:
- Connect your Email using Gmail/Google
- Connect your Email using SMTP (For all other email providers)
- SMTP set-up can be a frustrating experience due to the technical nature. If you run into any difficulties, please reach out to our Support team who will be happy to assist you: [email protected]
- 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.
How Do I Connect My Microsoft Email to Pet Sitter Plus?
Step 1: 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 SMTP.
- Click "Update."
Step 2: Email Settings
Navigation: Connect > Email Settings > Connect Your Email
- Send Email From Your Own Account: Turn ON to connect your email account to your Pet Sitter Plus Software.
- Email Configuration Type: Select Microsoft.
- Only Use For Direct Emails: Turn ON (Highly Recommended). You should continue to send Invoices and other emails through the internal server.
Step 3: Email Configurations
Navigation: Connect > Email Settings > Email Configuration
- Enter your Microsoft email address that you want to send emails from.
- Click "Update Email."
- The option will appear for you to click "Sign in with Microsoft."
This will open another browser window so you can sign in to your Microsoft account.
When you have signed into your account, you will be asked to confirm that you trust Pet Sitter Plus to connect to your Microsoft account.
- Click "Continue."
You will be shown a "success" message. You can now close this window.
Go back to your original Pet Sitter Plus browser tab and refresh the page or login again.
Once you have successfully completed the connection, a new option to email your clients in bulk from the Client Search is available, like this:
Note: If the above method is not successful for you, please out to our Support team who will be happy to assist you: [email protected]
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