Accessing Email Setup
On your ProClient Dashboard, click on the action button labeled “Defaults.” You will go to a new page where you will be presented with several action buttons. Click on the one labeled “Email Setup.”
Adding Notification Emails
You will be taken to a page that reads, “Notification Emails.” Click on the plus sign below this to add a new type of notification email.
This requires an external email client to be integrated with your ProClient account. If you have not done that, you will be asked to add a Google or Outlook email account.
Setting Up Email Integration
An “Email Integration” form will open in a pop-up window.
Fill in the top blank with your preferred notification name. The name should match the purpose of the notification email. Some examples include:
- Your appointment has been scheduled
- Your appointment schedule has been changed
- Your email address/password has been changed
- Bug report received
- Feedback received
- Payment due
Once you’ve set the name, you can integrate an existing Google or Outlook email account. Alternatively, you can set up SMTP integration.
To integrate Google or Outlook, click on the icon of the service you want to use. Login to the account and agree to the permissions requested. When you are done, click on “Back to Email Setup.”
You will return to the Notification Emails center. The newly set-up email will be listed under its notification name. This page will also show its corresponding email account, the type of email service (Google, Outlook, or SMTP), and the option to delete the notification.