Settings & Configuration
Email & messaging settings
Configure how the platform sends email and text so invoices, reports, reminders and campaigns are delivered reliably.
Where to access
Open the communication settings from Settings.
Related
How it works
- Configure your email sending settings.
- Set up text messaging where you use it, including post-visit report links and optional balance reminders.
- Confirm the sender identity customers will see.
- Send a test to verify delivery.
Tips
- Getting delivery settings right once means invoices and reports reliably reach customers.
- Balance reminder texts after service use the same messaging setup but are controlled under Service report SMS delivery.