Getting Started: Email Configuration Microsoft

Modified on Tue, 17 Sep at 11:19 AM

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. Microsoft configuration is very easy and only take a couple of minutes.
3. For Non Microsoft Email Accounts see: Getting Started: Email Configuration Google or Getting Started: Email Configuration SMTP

TABLE OF CONTENTS

1. Set your Email Options
2. Connect Your Email
3. Microsoft Email Configuration

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 Microsoft email.

Configure your email options in best pet sitting software

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 "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."

Add your email address in top dog walking app

3. Microsoft Email Configuration

Enter your Microsoft Email Address
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.

Clonnect your microsoft account to Pet Sitter Plus

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."

Clonnect your Microsoft account to Pet Sitter Plus software

You will be shown a "success" message. You can now close this window.

Connect your microsoft account to top dog walking software

Tip: Once you have successfully completed the connection, a new option to email from the Client Search is available, like the following screenshot.

With google connnected, email multiple clients in dog walker app

Signposts...

Your configuration is complete. You can move into adding Clients.